Unit 208/254: Principles of maintenance technology

Handout 1: Planning maintenance activities

Planning is important because you can make sure you know:
• what to do
• how you are going to do it
• the order of doing it
• what materials and tools you will need
• how long it will take
• what help you will need

1. A ………………………..is essentially a form of theory, basic idea or law that explains how a device, e.g. a
transformer operates.
2. He is a man of ……………………..Do not expect him to abandon what he considers a core value that easily.
3. Our physics professor spent weeks explaining to us the basic …………………..that underlie the behavior of
the planets in the solar system.
4. Not every technician is capable of …………………………..this type of sophisticated equipment.
5. …………………….activities require adequate planning in advance.
6. I wonder if anyone can achieve a goal without proper ……………………..
7. The steps taken to finish the process have to be performed in a specific ……………………….
8. You definitely need to …………………..your procedures as outlined in the manual.
9. Have enough ……………………been ordered?
10. I don’t exactly know ………………………..that will take.
11. The technician used a drawing that was ……………………That is the reason why he couldn’t detect the failure.
12. Make sure to get the most……………………..version.
13. The police officer ……………………orders to surround the place and arrest all those within.
14.

When planning:
• check you have the right drawing number and it is the up to date issue
• read the drawing thoroughly
• decide the method to use
• identify the correct tools and workholding devices to use
• identify the materials to be used
• list the sequence of operations
• decide what quality checks to make and when they take place
• identify any problems that may arise
• describe what safety precautions need to be taken

Requirements of your work plan

A work plan must contain all of the information to carry out the task of maintaining the specific device or system. It
should contain at least the following elements:
Specific task description
• non routine maintenance; breakdown or failure
• routine maintenance or servicing
• dismantling
• rebuilding

Specific instructions
• relevant drawings
• manuals
 • safety guidance
• ppm records
• parts schedules
• technical specifications; tolerances and fits
• replaceable component settings
SmartScreen 2850 Level 2 in Engineering Unit 208/254 Handout1 © 2013 City and Guilds of London Institute. All rights reserved.
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Equipment required
• special tools
• release agents
• sealants
• lifting equipment
• isolation lock

Equipment information
• equipment title
• identification method eg device or system works number
• location
• date work is scheduled

The work plan for each task may be different. The elements shown in the above are a basis for the type of information
required. If the work plan reflects the requirements of a given task well, the task is more likely to be completed
successfully. Good planning is important to achieve success.