Service and Maintain door, gate or shutter systems (DGS-01)

You must know and understand:

Safe working environment and practices

• Follow principles of minimum intervention and reversible alterations

• Determine the operational safety requirements of door, gate or 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

• Identify where a service and maintenance procedure is not safe, possible or viable

• Recognise the structural composition of mounting and fixing points

• Position and erect supports

• Review and select the correct resources:

  • labour requirements

  • access and lifting equipment

  • specialised tools required

  • consumables

  • fittings and fixings

  • additional support services required

  • third party certification requirements

• Identify the resources required and their applications, including:

  • the types of door, gate or shutter systems and their components

  • operating systems

  • interpret operational instruction manuals

  • quantities, qualities, and sizes of parts, components, and equipment are correct for servicing and maintaining door, gate or shutter systems

  Powered products only:

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

Implementation of work

• Inspect and determine the correct service requirements for door, gate or shutter systems, including adjustments, periodic, scheduled, and event-based service and maintenance plans

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

• Utilise the following to troubleshoot, service and maintain door, gate or shutter systems:

  • parts manuals

  • guides

  • technical service bulletins

  • electronic data

• Recognise the various parts and components that make up a door, gate or shutter system, their functions interactions and dependencies on each other to support troubleshooting problems and performing service and maintenance tasks

• Correctly use control and guide lifting techniques and appliances

• Disassemble the door, gate or shutter system to service, maintain or replace working parts and components, reassemble and recommission required

• Keep the moving parts of a door, gate, or shutter system clean and lubricated to ensure smooth operation, and effectively maintain the proper functioning to prevent premature wear and tear

• Inspect and check, door, gate or shutter systems ensuring service and maintenance meets the quality requirements

• Adjust door, gate or shutter systems, where adaptions can be made within the limitations of:

  • the product type

  • current legislation and standards

  • a safe, compliant and efficient operation

  Powered products only:

• Apply control circuit applications knowledge to meet a specification and safe operating standard, replacing components as required including:

  • electrical wiring and control systems

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

  • 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 door, gate, or shutter safety devices

• Use the correct equipment to inspect and test the safe and efficient operation of door, gate or shutter system

• Recognise a third-party certified doorset and the associated service and maintenance instructions

• Identify the criteria that constitutes an unsafe system

• Process and document the issuing of an unsafe system notice

• Determine the consequences of failing to issue and correctly document the issuance of an unsafe system notice

Teamwork & Communication

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