Details of the occupational standard
Occupation summary
Engineering maintenance technicians work in a range of industries that use plant - machinery, apparatus and fixtures - and equipment. This includes energy, leisure entertainment, manufacturing, processing, and utilities companies. The working environments vary across the industries.
This is a core and options apprenticeship. An apprentice must be trained and assessed against the core and one option. The options are:
- electrical and control and instrumentation technician
- electrical and mechanical maintenance technician
Electrical and control and instrumentation maintenance technicians work covers electrical and control and instrumentation. For example, motors, single-phase and three-phase, power supplies, low voltage or high-voltage electrical distribution, programmable logic controllers, flow meters, heat exchangers and safety controls.
Electrical and mechanical maintenance technicians work covers electrical and mechanical. For example, motors, single-phase and three-phase, power supplies, and low voltage or high-voltage electrical distribution, actuators, fans, pumps, valves, gearboxes, and pipework.
Engineering maintenance technicians maintain plant and equipment to optimise operation. They conduct planned and preventative maintenance to prevent issues occurring and reactive maintenance when problems occur. For example, responding to breakdowns. They must prepare for and accept jobs, complete work safely to required standards, close the job, and complete work records. They also contribute to continuous improvement activities. They may complete work as part of a team or alone, depending on the task.
Daily, they interact with other maintenance technicians, engineers, and support operatives. They also have contact with other internal and external stakeholders. This may include operations, managers, quality, research and development, and admin staff. They may also have contact with auditors, regulators, and customers undertaking site visits. They typically report to an experienced maintenance engineer.
They must maintain the safe and reliable operation of plant and equipment. Work must comply with any industry specific regulations. Safety is a key priority. They must comply with health, safety, and environmental regulations and procedures and sustainability practices. They must complete tasks in line with their company’s procedures and timescales. They also must also take account of business operation considerations such as cost and service level agreements.
Typical job titles include:
Core occupation duties
Duty | KSBs |
---|---|
Duty 1 Maintain and promote work site health, safety, and environmental compliance. For example, conduct risk assessments and follow emergency procedures. |
K3
K8
K10
K11
K12
K13
K14
K15
K16
K24
K29
K30
K31
S6
S7
S8
S9
S11
S12
S16
S17
S18
S19
S24
B1
B2
|
Duty 2 Liaise with stakeholders on maintenance work. For example, pre-job briefings, to plan work, to co-ordinate work with other maintenance disciplines, and to provide technical and regulatory advice. |
K2
K3
K4
K27
K28
K29
K30
K31
S2
S4
S18
S19
S20
S24
B3
B4
|
Duty 3 Prepare for engineering maintenance work. For example, organise resources, obtain supplies of consumables, and order parts. |
K1
K3
K4
K5
K7
K17
K18
K29
K30
K31
S1
S2
S3
S4
S5
S13
S16
S18
S19
S24
B3
|
Duty 4 Review requirements and accept job. For example, accept safe system of work or permit for work. |
K3
K29
K30
K31
S18
S19
S24
|
Duty 5 Ensure work meets regulatory, industry, and company quality standards. |
K3
K6
K9
K19
K20
K21
K22
K23
K29
K30
K31
S1
S10
S14
S15
S16
S18
S19
S20
S24
|
Duty 6 Conduct post job close out. For example, sign-off job, handover engineering plant and equipment. |
K3
K29
K30
K31
S18
S19
S24
|
Duty 7 Complete engineering maintenance records to company requirements. For example, job reports, stock control records, and fault-finding reports. |
K3
K12
K17
K25
K29
K30
K31
S13
S18
S19
S21
S22
S23
S24
|
Duty 8 Contribute to improvement activities. For example, support alternative ways of working to improve safety, reliability, sustainability, reduce cost, or drive efficiency. Complete continued professional development. |
K3
K17
K26
K27
K29
K30
K31
K32
S18
S19
S24
S25
S26
B5
|
Option duties
Electrical and control and instrumentation engineering maintenance technician duties
Duty | KSBs |
---|---|
Duty 9 Electrical and control and instrumentation. Conduct planned, preventative, and reactive maintenance on electrical aspects of plant, equipment, and systems; and on instrumentation and control aspects of plant, instrumentation and control equipment, and control systems including calibration. |
K33
K34
K35
K36
K37
K38
K39
K40
K41
K42
K43
K44
K45
K46
K47
K48
K49
K50
K51
K52
K53
K54
K55
K56
S27
S28
S29
S30
S31
S32
S33
S34
S35
S36
S37
S38
S39
S40
S41
S42
S43
|
Duty 10 Electrical and control and instrumentation. Conduct fault diagnosis and problem solving on electrical plant, equipment, and systems; and instrumentation and control equipment and control systems. |
K33
K34
K35
K36
K37
K38
K39
K40
K41
K42
K43
K44
K45
K46
K47
K48
K49
K50
K51
K52
K53
K54
K55
K56
S27
S28
S29
S30
S31
S32
S33
S34
S35
S36
S37
S38
S39
S40
S41
S42
S43
|
Duty 11 Electrical and control and instrumentation. Remove and replace electrical plant, equipment, and systems; and instrumentation and control equipment and control systems. |
K33
K34
K35
K36
K37
K38
K39
K40
K41
K42
K43
K44
K45
K46
K47
K48
K49
K50
K51
K52
K53
K54
K55
K56
S27
S28
S29
S30
S31
S32
S33
S34
S35
S36
S37
S38
S39
S40
S41
S42
S43
|
Duty 12 Electrical and control and instrumentation. Conduct inspection, examination, and testing of electrical plant, equipment, plant, and systems; and instrumentation and control equipment and control systems. |
K33
K34
K35
K36
K37
K38
K39
K40
K41
K42
K43
K44
K45
K46
K47
K48
K49
K50
K51
K52
K53
K54
K55
K56
S27
S28
S29
S30
S31
S32
S33
S34
S35
S36
S37
S38
S39
S40
S41
S42
S43
|
Duty 13 Electrical and control and instrumentation. Ensure availability and performance of electrical and instrumentation and control maintenance tools and equipment. |
K33
K34
K35
K36
K37
K38
K39
K40
K41
K42
K43
K44
K45
K46
K47
K48
K49
K50
K51
K52
K53
K54
K55
K56
S27
S28
S29
S30
S31
S32
S33
S34
S35
S36
S37
S38
S39
S40
S41
S42
S43
|
KSBs
Knowledge
K1: Sectors in which engineering maintenance takes place. Impact of sector on maintenance activities.
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K2: Maintenance disciplines and functional areas and how they work together.
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K3: Individual maintenance technician's roles and responsibilities. Escalation procedures.
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K4: Business operation considerations: quality, cost, delivery, and ethical practices.
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K5: Planning, prioritisation, organisation, and time management techniques.
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K6: Equipment life cycle considerations.
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K7: Maintenance strategies: planned preventative maintenance (PPM), condition-based maintenance (CBM), scheduled maintenance, total productive maintenance (TPM), breakdown and run to failure maintenance.
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K8: Health and safety regulations – key features and impact on role: ATEX - safety requirements for workplaces and equipment used in explosive atmospheres, Control of Asbestos Regulations, Control of Major Accident Hazards (COMAH) Regulations, Control of Substances Hazardous to Health (COSHH) Regulations, Dangerous Substances and Explosive Atmospheres Regulations (DSEAR), Display Screen Equipment Regulations (DSE), Health and Safety at Work Act (HASAWA), Lifting Operations and Lifting Equipment Regulations (LOLER), Management of Health and Safety at Work, Manual Handling Operations Regulations, Personal Protective Equipment (PPE) at Work Regulations, Provision and Use of Work Equipment Regulations (PUWER), The Reporting of Injuries, Diseases and Dangerous Occurrences Regulations (RIDDOR), Working at Height Regulations, Working in Confined Spaces Regulations, Workplace (health, safety, and welfare) Regulations.
Back to Duty
K9: Work environment hazards and risks. Risk assessments.
Back to Duty
K10: Safe systems of work.
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K11: Personal protective equipment (PPE): selection, use, and care.
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K12: Asset security requirements.
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K13: Environmental regulations and standards – impact on role: Environmental Management Systems standard, Environmental Protection Act, and Hazardous Waste Regulations.
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K14: The UK's net zero commitment. Principles of sustainability.
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K15: Recycling and waste management requirements.
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K16: Emergency incident and response procedures.
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K17: Algebraic methods. Trigonometric methods and standard formulae to determine areas and volumes. Statistical methods to display data (mean, mode, median). Elementary calculus techniques: coefficient, gradient of a curve, rate of change.
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K18: Properties of engineering materials and impact on use.
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K19: Sources of engineering information.
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K20: Engineering maintenance standards - British (BSI) and International (ISO).
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K21: Engineering representations, sketches, drawings, and graphical information conventions.
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K22: Quality management systems.
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K23: Standard operating procedures (SOPs): what they are and why they are important.
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K24: Foreign material exclusion requirements.
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K25: Documentation requirements: documentation control, auditable records.
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K26: Continuous improvement (CI) systems and techniques.
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K27: Team working principles.
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K28: Principles of equity, diversity, and inclusion in the workplace.
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K29: Verbal communication methods and techniques. Engineering maintenance terminology.
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K30: Written communication techniques.
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K31: Digital and information technology to support engineering maintenance. General data protection regulation (GDPR). Cyber security.
Back to Duty
K32: Industry 4.0 - the integration of physical systems with internet connectivity and cloud computing: technologies, systems, and benefits.
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K33: Electrical and control and instrumentation. Electricity at Work regulations. IET wiring regulations.
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K34: Electrical and control and instrumentation. Electrical isolation and deisolation requirements: lockout tagout and testing for dead.
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K35: Electrical and control and instrumentation. Principles of single phase and three-phase equipment, plant, and systems, the operation of motors and generators, and the use of monitoring and protection equipment.
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K36: Electrical and control and instrumentation. Electrical engineering principles: circuit terminology, Ohm’s Law, transformer theory and power calculations.
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K37: Electrical and control and instrumentation. Functions and applications of electrical circuits.
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K38: Electrical and control and instrumentation. Types of diagrams used to represent circuits; symbols and abbreviations used to represent components in electrical schematics.
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K39: Electrical and control and instrumentation. Different types of cables; their specifications and application.
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K40: Electrical and control and instrumentation. Cable termination methods.
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K41: Electrical and control and instrumentation. Electrical plant, equipment, and systems maintenance requirements: removing and replacing parts, inspecting, testing, setting up, adjusting, cleaning, and functional testing.
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K42: Electrical and control and instrumentation. Electrical maintenance tools, measurement and test equipment application, operation, care and calibration requirements.
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K43: Electrical and control and instrumentation. Common electrical plant, equipment, and systems failure modes.
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K44: Electrical and control and instrumentation. Electrical fault-finding and rectification techniques; diagnostic equipment.
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K45: Electrical and control and instrumentation. Problem solving and critical reasoning techniques.
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K46: Electrical and control and instrumentation. Isolation and deisolation of connected services considerations and requirements.
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K47: Electrical and control and instrumentation. Control and instrumentation engineering principles, terminology, and calculations.
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K48: Electrical and control and instrumentation. Control and instrumentation equipment installation and connection requirements.
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K49: Electrical and control and instrumentation. Operating principles of control and instrumentation devices: flow, level, pressure, and temperature instruments, analysers, transducers, transmitters, gauges, and pneumatics.
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K50: Electrical and control and instrumentation. Open and closed loop systems. First and second order control systems. Proportional–integral–derivative controller (PID controller or three-term controller).
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K51: Electrical and control and instrumentation. Functions and applications of control and instrumentation systems: programmable logic controller (PLC), Direct Digital Control (DDC), Distributed Control System (DCS), and Supervisory Control And Data Acquisition (SCADA).
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K52: Electrical and control and instrumentation. Types of control and instrumentation diagrams.
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K53: Electrical and control and instrumentation. Control and instrumentation equipment and control systems maintenance requirements and methods: removing and replacing instruments and sensors, inspecting, testing, cleaning, setting up, calibration, and functional testing.
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K54: Electrical and control and instrumentation. Control and instrumentation maintenance tools and equipment application, operation, care and calibration requirements.
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K55: Electrical and control and instrumentation. Common control and instrumentation equipment and control system failure modes.
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K56: Electrical and control and instrumentation. Control and instrumentation maintenance fault-finding and rectification techniques; diagnostic equipment.
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Skills
S1: Review and use information. For example, work instructions, drawings, design specifications, and plant configurations.
Back to Duty
S2: Use planning, prioritising, organising, and time management techniques to plan tasks.
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S3: Identify and organise resources to complete tasks. For example, consumables.
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S4: Respond and adapt to work demands. For example, adapt working methods to reflect changes in working environment, re-prioritise workloads to react to breakdowns and fault scenarios.
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S5: Identify equipment to work on. Check plant configuration is as defined.
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S6: Prepare the work area for maintenance tasks.
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S7: Identify environmental and health and safety hazards and risks and apply control measures.
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S8: Apply health, safety, and environmental procedures in compliance with regulations, standards, and guidance. For example, signage and barriers, working at height, confined spaces, and COSHH.
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S9: Follow security procedures. For example, site access, document classification, and securing assets.
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S10: Follow emergency incident and response procedures.
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S11: Apply sustainability principles. For example, minimising waste.
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S12: Segregate items for reuse, recycling, and waste.
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S13: Use mathematical principles and formulae to support engineering maintenance.
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S14: Apply engineering maintenance standards and procedures.
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S15: Apply foreign material exclusion procedures.
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S16: Follow maintenance tools and equipment control procedures. For example, handling and storage.
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S17: Reinstate the work area.
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S18: Apply team working principles.
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S19: Communicate with others to give and receive information. For example, colleagues, customers, and stakeholders.
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S20: Escalate issues outside limits of responsibility.
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S21: Record information.
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S22: Produce or amend documents. For example, handover notes and reports.
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S23: Identify and highlight issues (red pen), with technical drawings.
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S24: Use digital and information technology. For example, databases, data sharing platforms, email, management information systems, and word processing. Follow cyber security and GDPR requirements.
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S25: Apply continuous improvement techniques to identify improvement suggestions.
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S26: Carry out and record planned and unplanned learning and development activities.
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S27: Electrical and control and instrumentation. Confirm safe electrical isolation lockout tagout method has been applied and test for dead.
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S28: Electrical and control and instrumentation. Select, check, and use electrical maintenance tools, measurement, and test equipment. Select, check, and use control and instrumentation maintenance tools, measurement, and test equipment.
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S29: Electrical and control and instrumentation. Use electrical diagnostic equipment and apply fault finding and rectification techniques. Use control and instrumentation diagnostic equipment and apply fault finding and rectification techniques.
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S30: Electrical and control and instrumentation. Apply problem solving and critical reasoning techniques.
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S31: Electrical and control and instrumentation. Inspect and test electrical aspects of plant. For example, visual checks, insulation and continuity checks, thermographic surveys, and voltage levels.
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S32: Electrical and control and instrumentation. Remove and replace electrical parts.
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S33: Electrical and control and instrumentation. Prepare and terminate electrical cables.
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S34: Electrical and control and instrumentation. Set up and adjust electrical aspects of plant.
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S35: Electrical and control and instrumentation. Clean parts. For example, removal of dust and debris.
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S36: Electrical and control and instrumentation. Conduct and confirm electrical and connected services isolation and deisolation.
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S37: Electrical and control and instrumentation. Conduct functional testing.
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S38: Electrical and control and instrumentation. Inspect and test control and instrumentation systems.
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S39: Electrical and control and instrumentation. Check calibration and make adjustments.
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S40: Electrical and control and instrumentation. Check loop function.
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S41: Electrical and control and instrumentation. Set up and adjust control and instrumentation systems.
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S42: Electrical and control and instrumentation. Remove and replace instruments and sensors.
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S43: Electrical and control and instrumentation. Re-connect instrumentation power supply, cables, pipework, and services.
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Behaviours
B1: Prioritise safe working practices. For example, risk aware, minimise risks, and proactively work towards preventing accidents.
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B2: Consider sustainability when using resources and carrying out tasks.
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B3: Take ownership for the delivery and quality of own work. For example, self-motivated, disciplined in the approach to work tasks, and work carried out in line with standards.
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B4: Team-focus to meet work goals and support inclusivity. For example, support others, show respect to others, and create and maintain productive working relationships.
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B5: Committed to continued professional development to maintain and enhance competence.
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