You must be able to:

Safe working environment and practices

  • Demonstrate the application of relevant standards, regulations and codes of practice for working with shutter systems

Tools and equipment

  • Safely and competently use and maintain hand tools, power tools, and equipment for shutter system service and maintenance

Preparation of work

  • Demonstrate the ability to accurately measure building openings for shutter installation

  • Mark out positions for shutter components based on measurements and working instructions

  • Determine that the existing structural integrity is suitable for the application of the shutter system

Implementation of work

  • Lift, level, balance and align shutter components during installation

  • Fit components together securely and adjust for proper and safe operation

  • Securely fix shutter systems to building structures

  • Install shutter systems in line with manufacturer installation instructions

  • Identify and resolve problems and technical challenges when installing shutter systems within the limit of the product specification and its application

  • Prepare, install, and commission shutter systems:

    • roller shutters and grilles

    • sectional shutters

    • vertical moving shutters

    • horizontally acting shutters

  • Apply the correct finishing touches to shutter installations

    Powered products only:

  • Apply control circuit application skills to meet a specification and safe operating standard:

    • set up electrical wiring and control systems for automatic doors and gate systems

    • test and troubleshoot electrical wiring and control systems

    • integrate control systems with motors, control boards, and safety components

    • connect, adjust, and test installed door or gate systems

    • work with activation and safety sensors, electro-sensitive protective equipment (ESPE) and pressure-sensitive protective equipment (PSPE)

Functionality and safety checks

  • Test operational functionality of installed shutter systems

  • Ensure all safety devices are working correctly

  • Verify the operational functionality of the installed system

  • Carry out a residual risk assessment and complete any corrective actions required.

  • Powered products only:

  • Connect, adjust, and test installed shutter or roller door systems, associated activation, and safety sensors

  • Carry out force testing, analyse results and make amendments as required

  • Analyse data and make adjustments to ensure that maximum door or gate speeds are not exceeded

Teamwork and communication

  • Work effectively within a team environment and be mindful of the needs of other occupations involved in the installation process

  • Effectively communicate operational instructions, principles, user training and safety measures, to clients, customers, or their representatives

Next: Knowledge

You must know and understand:

Safe working environment and practices

  • Demonstrate knowledge of current relevant standards, legislation, regulations and procedures for working with shutter systems

  • Follow principles of minimum intervention and reversible alterations

  • Determine the operational safety requirements of shutter systems

  • Recognise situations requiring specialist skills or knowledge beyond your own, stop work immediately, report your findings, and seek assistance

  • Safely work with and around plant and machinery, and work at height using the correct access and fall prevention equipment

  • Access and use operational safety documentation including:

    • risk assessments and method statements. (RAMS)

    • machinery safety

    • COSHH

    • operational instruction manuals (O&M)

    • declaration of performance

    • declaration of conformity

    • conformity marking

  • Identify potential hazards and risks:

    • the impact on other utility systems (fire, security alarms)

    • hazardous substances (asbestos, lead)

    • transportation considerations

Tools and equipment

  • Review select, utilise and maintain the correct hand tools, power tools, and equipment safely

  • Identify when hand tools, power tools, and equipment are unsafe and cannot be used

  • Ensure unsafe hand tools, power tools, and equipment are correctly labelled and removed from service

  • Identify the principles of risk assessing and scoring, machinery directive, guarding and signage

Preparation of work

  • Confirm requirements, methods of work, resources, and materials conform to specifications

  • Recognise the structural composition of mounting and fixing points

  • Identify and assess the weight and centre of balance

  • Recognise the various parts and components that make up a shutter system, their suitability for the intended use, functions, interactions, and dependencies on each other

  • Position and erect supports.

  • Review and select the correct resources:

    • access and lifting equipment

    • consumables

    • fittings and fixings

  • Identify the resources required and their applications including:

    • the types of shutter systems and their components

    • operating systems

    • parts & components

    • quantities, qualities, and sizes of materials, components, and equipment for shutter systems

    Powered products only:

  • Ensure that the power supply is safely isolated and locked off before commencing any work on a door or gate system

  • Identify the resources required and their applications, including:

    • drive systems

    • sensors

    • safety edges (pressure-sensitive protective equipment - PSPE)

    • non-contact presence detection (electro-sensitive protective equipment ESPE)

    • switching technology

    • power source and supplies for the installation of powered door or gate systems

Implementation of work

  • Correctly use control and guide lifting techniques and appliances

  • Connect, adjust, and test installed shutter systems

  • Maintain awareness of specific procedures for working on buildings of historical significance

  • Ensure installations meet compliance and safety requirements

  • Install shutter systems including:

    • roller shutters and grilles

    • sectional shutters

    • vertical moving shutters

    • horizontally acting shutters

  • Adjust a shutter system, where adaptions can be made within the limitations of:

    • the product type

    • current legislation and standards

    • for a safe, compliant and efficient operation

    Powered products only:

  • Apply control circuit applications knowledge to meet a specification and safe operating standard:

    • setting up electrical wiring and control systems for automatic doors and gates

    • testing and troubleshooting electrical wiring and control systems

    • integrating control systems with motors, control boards, and safety components

    • installing activation and safety sensors, electro-sensitive protective equipment (ESPE) and pressure-sensitive protective equipment (PSPE)

Functionality and safety checks

  • Inspect, check, and test the operation of shutter systems and safety devices.

  • Use the correct equipment to inspect and test the safe and efficient operation of a shutter system.

Teamwork and communication

  • Collaborate effectively within a team environment and be mindful of the needs of other occupations involved in the installation process