Seeking help with questions regarding equipment technicians

I’m just starting out. One can start by reading theoretical books such as those on equipment management and maintenance manuals, and then seek advice and learning from experienced technicians. It is still necessary to go to the actual production and maintenance sites, as equipment management and maintenance are essentially practical tasks that require action rather than just talk.

LZ can use the forum’s search function to find relevant content.

A equipment operator combines theory with practice, focusing mainly on actual work. You’ll master it after a few months; don’t rush.

Here’s some information for you: Enterprise Equipment Management System (1) Formulation, revision, and implementation of equipment use and maintenance procedures. Equipment use and maintenance procedures are established based on the equipment’s operation and maintenance manuals as well as the requirements of the production process; they serve as guidelines for proper operation, use, and maintenance of the equipment. All factories, mines, and companies affiliated with various enterprises must establish and improve procedures for equipment use and maintenance. 1. Requirements for formulating and modifying regulations: (1) The factory (mine) shall first, in accordance with the principles stipulated in the equipment usage management system, correctly classify equipment types. Based on the equipment’s role in production, its structural complexity, as well as the difficulty of using and maintaining it, the equipment should be divided into three categories: critical equipment, major equipment, and ordinary equipment. This classification facilitates the formulation of regulations and the hierarchical management of equipment. (2) For all equipment that is in use, complete operating and maintenance procedures must be available for each piece of equipment. (3) For newly commissioned equipment, the factory (mine) is responsible for formulating usage and maintenance procedures 30 days before the equipment goes into operation, and ensuring that these procedures are put into practice. (4) When new processes or technologies are to be adopted for production preparation, 10 days before the change is implemented, the production plant (mine) shall revise the existing procedures in accordance with the new requirements for equipment use and maintenance, to ensure their effectiveness. (5) When, in the course of carrying out the procedures, it is found that the contents of those procedures are incomplete, it is necessary to report this issue promptly at each appropriate level. Professionals responsible for procedure management should immediately go to the site to verify the situation and add or modify the relevant contents of the procedures. (6) All newly compiled or revised regulations must be approved in accordance with the relevant provisions of the professional management contracting system. (7) For regulations that have been in use for many years and have undergone numerous revisions, in the third year they shall be revised and reissued by the factory (mine) through a combination of public input and professional management, while simultaneously notifying that the original regulations are repealed. (8) When a serious defect occurs in the equipment and it is not possible to stop production for repairs immediately, reliable measures as well as temporary usage and maintenance procedures must be established, to be approved and implemented by the factory (mine). The temporary procedure is invalidated after the defect is resolved. 2. Contents that must be included in the procedures for equipment use and maintenance: (1) Contents that must be included in the equipment use procedures: ① The technical specifications of the equipment and the allowable limit parameters, such as maximum load, pressure, temperature, voltage, current, etc ； ②Provisions regarding the handover of equipment: For equipment that operates on a two-shift or three-shift basis, it is necessary for the personnel taking over shifts to exchange information regarding the equipment’s operating condition. This includes any abnormalities in its operation, changes in existing defects, variations in operating parameters, as well as any faults and the actions taken to address them ； ③Steps for operating the equipment, including preparation work before operation and the sequence of operations ； ④Provisions for handling emergencies ； ⑤Safety precautions during equipment use: Personnel who are not designated for this task shall not operate the machine without approval, and no one is allowed to remove safety devices arbitrarily ； ⑥Troubleshooting of faults during equipment operation. (2) The contents that equipment maintenance procedures should include: ① Schematic diagrams of the transmission system and electrical circuit diagrams ； ②Charts and requirements for the ‘five fixed principles’ of equipment lubrication ； ③Regulations on scheduled cleaning ； ④Various inspection requirements during equipment use, including route, location, contents, standard condition parameters, frequency (time), and inspector, etc ； ⑤Troubleshooting methods for common faults during operation ； ⑥Scrap criteria for the main vulnerable components of the equipment ； ⑦Safety precautions. (3) Implementation of equipment operation and maintenance procedures ① Before new equipment is put into use, the professional supervisor at the factory (mine) must assign the task of implementing these procedures for equipment operation and maintenance. Copies of these procedures should be provided to all relevant professionals, operators, as well as maintenance and inspection staff, ensuring that they always have one copy with them while on duty. ②Production units must organize equipment operators to study the procedures carefully, and equipment specialists should explain the contents of these procedures and provide guidance for learning them. ③Equipment operators must pass the procedure tests and practical operation assessments organized by the factory before they can take up their posts. ④The production units must organize team training on relevant procedures on a weekly basis, while workshop supervisors and equipment managers should conduct random inspections of the teams’ compliance with these procedures on a monthly basis. Any issues identified must be resolved promptly, and the results of these inspections are taken into account in performance evaluations. (II) Equipment management contents 1. Management of the technical condition of equipment: All equipment is classified as either in good condition or not, based on its technical condition, maintenance status, and management status, with specific evaluation criteria established for each category. The production equipment of each unit must meet the technical condition targets set by their superiors, namely the comprehensive integrity rate of the equipment. The relevant departments should establish annual, quarterly, and monthly targets for the overall equipment integrity rate, and break down these targets at each level to assign them to specific positions. 2. Equipment lubrication management (1) Requirements for equipment lubrication management: ① Each unit’s machinery department should assign a specialist in lubrication to be responsible for the professional technical management of equipment lubrication ； The mechanical department (team) of factories, mines, or workshops assigns full-time or part-time lubrication specialists to be responsible for the professional management of lubrication tasks within that unit ； In the repair shop (workshop), there is a lubrication team or lubrication worker responsible for lubricating the equipment. ②For each piece of equipment, comprehensive \"five fixed\" charts and requirements for equipment lubrication must be established and strictly followed. ③All factories and mines must strictly implement the three cleanliness requirements for equipment oils (oil tanks, oil utensils, and filling points) to ensure that the lubricating oils are clean and that the oil circuits remain unobstructed, thereby preventing blockages. ④A regular analysis and testing system must be maintained for oils used in large, special, and dedicated equipment. ⑤Lubrication professionals should be responsible for promoting new technologies for equipment lubrication as well as updating lubricants. ⑥Seriously carry out the management of used oil recycling. (2) Formulation, implementation, and modification of the lubrication “five fixed” charts. ①The \"five fixed\" charts for the lubrication of production equipment in factories and mines must be prepared for each piece of equipment individually, and distributed to the relevant workstations along with the operation and maintenance procedures. ②The content of the “five fixed principles” chart for equipment lubrication includes: Fixed location: specifying the locations that need lubrication, their names, and the amount of oil to be applied ； Qualification: Specify the lubricant grade for each filling station ； Timing: Specify the time for oil addition and replacement ； Quantification: Specify the amount of oil to add or replace each time ； Designate a person: Specify the person in charge for each oil addition and change point. ③Operators and maintenance personnel must strictly follow the regulations set out in the \"five fixed points\" chart for equipment lubrication, and keep proper operation records. ④Lubrication professionals should regularly inspect and conduct occasional spot checks on the implementation of the \"five fixed points\" guidelines for lubrication, addressing any issues that arise promptly. ⑤Operators and maintenance personnel must constantly monitor the lubrication status of all parts of the equipment, and report and address any issues encountered promptly. (3) Analysis and testing management of lubricating oils: During equipment operation, the lubricating oils can deteriorate due to factors such as the components of the equipment itself, as well as external elements like dust, moisture, and temperature. To ensure the quality of the lubricants, it is necessary to conduct regular filtration analysis and testing; different sampling and testing schedules are specified for various types of equipment. If the oil, after testing, does not meet the required standards, the lubricant should be replaced promptly. All factories and mines must ensure that the lubricating oil for equipment is clean and that the oil circuits are unobstructed. (4) Application of new equipment lubrication technologies and management of oil renewal ① Factories and mines should organize research efforts to address the issues of oil leakage from production equipment, and work to resolve these problems gradually. ②The replacement of oil products should be included in the annual equipment maintenance plan of factories and mines, and it must be implemented only after testing to ensure safety. Before replacing the oil products, the oil equipment, tanks, and pipelines must be cleaned. 3. Handling of equipment defects: (1) When a defect occurs in the equipment, those responsible for operation and maintenance should resolve it immediately if possible, and record detailed details in the log. (2) Equipment defects that cannot be resolved by the operators on duty must be carefully documented and reported at each appropriate level. At the same time, operators should operate with care, pay close attention, and monitor the development of such defects. (3) Equipment defects that cannot be resolved in a timely manner must have their handling methods determined at the daily production scheduling meeting. (4) Before addressing each defect, appropriate measures must be in place, with a designated person responsible, to prevent the defect from worsening. 4. Dynamic management of equipment operation: Dynamic management of equipment operation refers to the use of certain methods to enable maintenance and management personnel at all levels to have a thorough understanding of the equipment’s operating conditions, so that appropriate measures can be taken based on those conditions. (1) Establish comprehensive and systematic standards for equipment inspections. Each factory and mine should determine, for each piece of equipment, based on its structure and operating mode, the areas to be inspected (inspection points), the contents of the inspections (what to check), and the parameter standards for normal operation (allowed values). Additionally, taking into account the specific operating characteristics of the equipment, a clear inspection schedule should be set for each inspection point; these schedules can generally be categorized as hourly, shift-based, daily, weekly, ten-day, or monthly inspections. (2) Establish and improve the inspection assurance system. Operators at production posts are responsible for checking all inspection points of the equipment used in their respective posts, while specialized maintenance personnel are tasked with inspecting key equipment. Each factory and mine must determine the number of full-time inspection staff and who those individuals should be, based on the quantity and complexity of the equipment. In addition to being responsible for monitoring important inspection points, these full-time inspection staff are required to keep a comprehensive overview of the operation status of the equipment. (3) Information transmission and feedback: When operators on the production floor conduct inspections and discover that a device cannot continue to operate and requires urgent attention, they must immediately inform the on-duty dispatcher, who will then organize the necessary actions to address the issue. For general hazards or defects, record them in the inspection form after checking, and submit them to the dedicated inspector on time. Records should be kept of the equipment inspections carried out by the dedicated maintenance staff. In addition to assigning tasks to their own team, they should pass on this information to the dedicated inspectors so that it can be compiled together. In addition to completing the inspection tasks for their assigned locations, full-time inspectors are also responsible for compiling and summarizing the inspection results from various areas on a daily basis, identifying the key issues of the day, and submitting them to the plant’s machinery department. The Logistics Department identifies the key issues; in addition to keeping records on paper, these data should also be entered into the computer promptly to facilitate comprehensive management by the logistics departments of higher-level companies. (4) Application of dynamic data: Inspectors identify equipment defects and potential hazards detected during inspections, and propose maintenance tasks to be included in the maintenance plan. Equipment defects identified during inspections that require immediate attention must be addressed right away, with the production supervisor on duty organizing the necessary actions promptly ； If the class is unable to handle it, the leaders of the factory or mine will determine a solution. For major defects in critical equipment, factory-level leadership organizes discussions to determine control and handling plans. (5) Handling of weak points in equipment: The following situations are considered weak points in equipment: ① Parts that frequently experience failures and shutdowns, with repeated attempts at repair proving ineffective ； ②Equipment and components that affect product quality and output during operation ； ③Parts (or equipment) whose operation does not meet the requirements for a minor maintenance cycle and that frequently require unplanned repairs; ④ Parts or equipment that pose safety hazards (to personnel and equipment), and whose issues cannot be resolved through routine maintenance or simple repairs. (6) Management of weak links: The logistics departments of various companies should, based on dynamic data, identify the weak points in the equipment, organize reviews on a timely basis, determine the issues that need to be addressed immediately, and propose improvement plans ； Factories and mines should organize relevant personnel to review the improvement plans, and once approved, include them in the maintenance schedule ； After the improvements to the weak points of the equipment are implemented, it is necessary to assess their effectiveness and provide evaluation comments; these comments, after being reviewed by the relevant supervisors, are then filed in the equipment records.

Thank you all for your help; the rest now depends on my own efforts, hehe! !

First, memorize all the system documents related to equipment in your company.

Just getting started, I guess: enterprise equipment management systems, equipment records, maintenance plans for large, medium, and small-scale equipment, spare parts, process management, equipment operation procedures, records from the commissioning phase, equipment inspection systems, lubrication management, dynamic management, the \"five fixed\" principles for equipment management, color coding of pipelines, detection of leaks, equipment status indicators, as well as equipment numbering and classification by grade.

In the case of a mechanical department, there should at least be a equipment management system, inspection standards, various equipment-related ledgers, reports, and records, as well as spare parts (monthly, annual plans, and temporary plans). A production unit must have at least equipment inventory lists, equipment records, operation procedures specific to each piece of equipment, relevant operation logs, maintenance records, maintenance plans, and so on. It also depends on which aspect you prefer; these are all related to moving equipment. There are also static equipment: towers, vessels, heat exchangers, etc., which are different again.

You can look for some theoretical books to read in order to get familiar with that process first; start with the basics and take your time!

What the workshop-level equipment operator needs to do at present is to first participate in the water transport testing, organize the records of individual unit tests, and after the equipment is put into production use, sort out the equipment inventory of their own unit, keep proper records and inventories, and carry out the basic tasks required of a workshop-level equipment operator in accordance with the unit’s equipment management regulations. A year later, the basic procedures were sorted out. The most important task for a workshop equipment technician is to stay informed at all times about the status of all the equipment in the facility, in order to ensure its proper operation!