Program Guidebook Version 1 RA

Caterpillar: Confidential Green
Perkins Application & Installation Training
Programme guidebook Version 1.0 | 01 Jan 2022
Contents
Introduction ..................................................................................................................................................... 3
Guidebook purpose ........................................................................................................................................................ 3
A&I training programme purpose and benefits ............................................................................................................... 4
Programme structure ..................................................................................................................................................... 5
Course list ...................................................................................................................................................................... 6
Engaging in the programme ........................................................................................................................................... 9
Help and support.......................................................................................................................................................... 13
Page 2 of 13
All information in this document is substantially correct at time of printing and may be altered subsequently
Produced in England ©Perkins Engines Company Limited 2022. Perkins Confidential ‘Green’
Discretion is recommended when distributing

Introduction
At Perkins, we have a long history of being a preferred partner to our OEM customers utilising our
engines. The selection of the right engine for the right application, the technical performance and
long-term durability of the engine is paramount for the OEM’s product to be successful and for the
end customer to get the performance they expect. To achieve this success, Perkins has an
established process developed over decades to ensure the engine is installed the right way to
achieve these high levels of performance and durability.
For the application and installation process to be executed as designed, training is a vital
component. Although Perkins has always offered training to our network of A&I engineers, we felt
new investment was needed in this area as the complexity of products increases, newer tools are
released, and new regulations are coming into effect in many new regions around the world.
This Guidebook will introduce you to our new A&I training programme and help you get started.
We are confident that this enhanced training will highlight the value our A&I engineers bring to the
sales process and ensure Perkins remains our customers engine supplier of choice.
Guidebook purpose
This guidebook is designed to be a resource to training managers, A&I managers, and A&I
engineers. It provides information about the programme and its benefits. It also details how to
register and engage with the programme through our unified Learning Management System. If
assistance beyond what is available in the guidebook is needed, the Perkins Service Training team
is always available to assist with questions or comments. The team can be reached at:
Perkins_Service_Training@Perkins.com
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A&I training programme purpose and benefits
New and improved, globally consistent training for A&I

engineers and managers within the distribution network
Increased technical capability of our A&I engineers in

performing installation audits
Improved traceability to A&I engineers in the network and

the proficiency they have obtained through the programme
Tailored modules to align to the different types of audit

levels an A&I engineer would be responsible for
Expanded digital content to improve velocity and access to

training course
Page 4 of 13

Programme structure
We know there are many factors that exist when it comes to the type of engine installation projects
and audits that are required. The level of training, skill, and knowledge an A&I engineer needs can
be directly attributed to this. Factors such as the region/emissions requirements, complexity of the
OEM machine and the volume of machines that will be sold all impact the level of testing and audit
that are needed. We have structured the training programme into five different modules that align
with these factors.
Page 5 of 13

Course list
Within the training programme there are a total of 16 courses. These 16 courses build up through
each module described in the previous section. The below table highlights which courses are used
in which module
Reduced Reduced Full Audit Full Audit Full Audit

Course
Course name Content Content Basic Complex Complex
code Audit (LRC) Audit (HRC) (LRC) (LRC) (HRC)
54314 Concept considerations • • • • •
54456 Industrial engine power • • • • •
selection
54499 Installation audit policy • • • • •
54500 Engine integration portal • • • • •
54501 A&I publications and resources • • • • •
54566 Basic installation preparation & • • • • •
test
54567 Design for audit – basic • • • • •
54569 Aftertreatment regeneration • •
integration
54570 Starter/alternator testing & • • • •
integration
54571 Design for audit – advanced • •
54572 Advanced A&I tools • • •
54573 Fleet configuration & • • •
parameter training
54575 Full audit test training (ILT) • • •
54576 Test results documentation & • • •
report out
54577 Advanced engine selection • •
54578 Special testing requirement • •
considerations
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Installation audit policy

Learn about the specific Perkins audit policy details and what type of approval and sign offs are
Objective
required for the different types of projects
A&I publications and resources

Learn where to locate and access the important tools and information needed to execute installation
Objective
project and complete audit tests.
Engine integration portal

Learn about this new online portal that is used to input data results and track progress of each
Objective
installation project from concept through audit
Industrial engine power selection training

Learn about the five-tier rating structure used on the Perkins variable speed engine line up and ensure
Objective
the correct power output is selected for the right application
Concept considerations
Learn how to advise the OEM on selecting the proper engine and related components during the
Objective
concept phase to ensure the engine achieves desired customer requirements
Basic installation test and prep

Learn about the basic tests used in every type of A&I project. This course also covers considerations
Objective
for applying load to the engine, using appropriate measurement devices, and interpreting test results
Design for audit – basic

Learn about the common structure of the design for audit form and develop an understanding of
Objective expectations and key risk areas in the machine design. This will support determining if full audit testing
is required or not.
Aftertreatment regeneration integration
Learn about Perkins engines with aftertreatment and the consideration needed to ensure proper
Objective
temperatures are achieved for DPF regeneration
Starter and alternator testing and integration

Learn about how to properly integrate starting and charging systems on the engine to ensure enough
Objective capacity to start the engine in extreme conditions and keep batteries charged based on electrical load
of the OEM product.
Page 7 of 13

Design for audit – advanced

Learn about the specific design considerations for HRC engines equipped with aftertreatment and
Objective develop an understanding of expectations and key risk areas in machine design. This will support
determining if full audit testing is required or not.
Advanced A&I tools
Learn about advanced tools used in the A&I process such as high-speed data analytics, vibration
Objective
testing tools, etc.
Full audit test training

This instructor led training course will go in depth into demonstrating and explaining the various tests
Objective and test equipment used in a full audit as well as additional review and discussion of various
considerations to consider during an installation project and related audit test.
Test results documentation and report out
Learn how to summarise and report out the findings of the full audit test to Perkins and customer
Objective
leadership for alignment on pass/fail and any changes that may be required to proceed.
Advanced engine selection

Learn about how to properly integrate starting and charging systems on the engine to ensure enough
Objective capacity to start the engine in extreme conditions and keep batteries charged based on electrical load
of the OEM product.
Special testing requirement considerations
Learn about unique tests that may be needed for certain applications such as vibration testing, cold
Objective
start testing, thermal management, etc..
Page 8 of 13

Engaging in the programme

To get started with the new A&I Training programme, simply navigate to the Perkins Learning
Management System. In the centre of the homepage is a new section called “Curriculums”. Within
this new window there is an Application & Installation icon. Click on the icon to enter the landing
page.
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Once you’ve entered the A&I training programme homepage, you’ll be presented with the five
levels described previously. We do ask that each A&I engineer only register for one of the five
modules that most closely aligns with the types of testing/audits that will be performed within their
role.
Page 10 of 13

Once clicking “Register” for the level applicable to you, you’ll be taken to a new page which will
highlight your progress through the level. This page is considered your development plan for this
learning programme. Once on this page, click the arrow on the right-hand side of the page to
move to the actual course material within.
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On this next page you’ll be able to launch the course material within the programme. At launch
there will be five courses available. The remaining courses will be launched throughout the first
half of 2022.
Help and support

For questions or comments regarding any of the elements of the programme, please contact us at:
Perkins_Service_Training@Perkins.com
Page 13 of 13

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Caterpillar: Confidential Green

Perkins Application & Installation Training

Programme guidebook Version 1.0 | 01 Jan 2022

Caterpillar: Confidential Green

Caterpillar: Confidential Green

A&I training programme purpose and benefits

New and improved, globally consistent training for A&I

Increased technical capability of our A&I engineers in

Improved traceability to A&I engineers in the network and

Tailored modules to align to the different types of audit

Expanded digital content to improve velocity and access to

Caterpillar: Confidential Green

Caterpillar: Confidential Green

Reduced Reduced Full Audit Full Audit Full Audit

Caterpillar: Confidential Green

Installation audit policy

A&I publications and resources

Engine integration portal

Industrial engine power selection training

Basic installation test and prep

Design for audit – basic

Starter and alternator testing and integration

Caterpillar: Confidential Green

Design for audit – advanced

Full audit test training

Advanced engine selection

Caterpillar: Confidential Green

Engaging in the programme

Caterpillar: Confidential Green

Caterpillar: Confidential Green

Caterpillar: Confidential Green

Caterpillar: Confidential Green

Help and support

Caterpillar: Confidential Green

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