PERSONAL RECORD BOOK
Heavy Duty Equipment Technician
This is your Record Book!
DO NOT SUBMIT TO THE ITA
This is not required to achieve certification
• It is a record of your progress
towards achieving certification in the
trade
• It provides a record of your
experience
• It is your responsibility to keep it up-
to-date
• Take it with you if you change
employers
Note: Employers and supervisors are not
responsible for keeping your Record Book
up-to-date. They are responsible for sign-
off of hours and sign-off of competencies
once you have achieved the required level
of skills and knowledge.
APPRENTICE IDENTIFICATION
Trade: HEAVY DUTY EQUIPMENT TECHNICIAN
Legal First Name: Legal Last Name:
Suite Number: Street Number and Name:
City: Province: Postal Code:
Telephone Number: Email Address:
( )
Work Safely!
A safe work attitude contributes to an accident free environment.
Accident prevention and safe working conditions are the
responsibility of both employers and employees.
Wear the required personal protective equipment, follow safe work
practices and follow all safety regulations applicable to specific job
activities.
Employer’s responsibilities:
• Provide and maintain safety equipment and protective devices
• Ensure proper safe work clothing is worn
• Enforce safe work procedures
• Provide safeguards for machinery, equipment and tools
• Observe all accident prevention regulations
• Train employees in safe use and operation of equipment
Employee’s responsibilities:
• Work in accordance with the safety regulations pertaining to job
environment
• Work in such a way as not to endanger themselves or fellow
workers.
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CONTENTS
APPRENTICE IDENTIFICATION ......................................... 2
CONTENTS........................................................................... 3
EMPLOYER INFORMATION ................................................ 4
WORKPLACE HOURS ......................................................... 6
DATE (TO-FROM) ........................................................ 7
EMPLOYER .................................................................. 7
HOURS ......................................................................... 7
TOTAL HOURS ............................................................. 7
RECORD OF COMPETENCIES ........................................... 8
LEVEL 1 ................................................................................ 9
LEVEL 2 .............................................................................. 16
LEVEL 3 .............................................................................. 20
LEVEL 4 .............................................................................. 23
MISSING COMPETENCIES? ............................................. 26
TECHNICAL TRAINING ..................................................... 27
COMPLETION REQUIREMENTS ...................................... 28
CERTIFICATIONS .............................................................. 29
3
EMPLOYER INFORMATION
Originating Employer
Start Date: End Date:
Employer:
Contact Person:
Address: Phone:
Email:
Fax:
Supervisor/Journeyperson 1: *TWID #:
Phone:
Email:
Supervisor/Journeyperson 2: TWID #:
Phone:
Email:
*TWID # – Trade Worker Identification Number
If you have more than one employer during your apprenticeship, record the information for
subsequent employers on the following page(s).
If your job ends or you change employers…
Before leaving your place of employment:
• Update Workplace Hours through a Work-Based Training Hours form for the
current reporting period and get signoff by your employer.
• Update Record of Competencies with your supervisor.
• Confirm with your employer that your workplace hours have been reported to
ITA, and if possible get a copy of all Work-Based Training Hours reports
submitted.
• Notify the ITA of the change in your employment by submitting an Apprentice
and Sponsor Registration form with your new employer.
When re-employed…
You must be registered with your new employer before submitting any work-
based training hours to the ITA.
4
Subsequent Employers
Start Date: End Date:
Employer:
Contact Person:
Address: Phone:
Email:
Fax:
Supervisor/Journeyperson 1: TWID #:
Phone:
Email:
Supervisor/Journeyperson 2: TWID #:
Phone:
Email:
Subsequent Employers
Start Date: End Date:
Employer:
Contact Person:
Address: Phone:
Email:
Fax:
Supervisor/Journeyperson 1: TWID #:
Phone:
Email:
Supervisor/Journeyperson 2: TWID #:
Phone:
Email:
5
WORKPLACE HOURS
Instructions
Make an entry in this section each time your hours are reported to
the ITA.
1. Get a copy of the Workplace Hours Report from your employer.
2. Fill in the dates of the reporting period and the hours reported.
3. Enter your employer name, address and phone number.
4. Keep your Record Book in a safe place.
Workplace Hours
Workplace hours must be submitted to the ITA by your
employer on a regular basis. Your hours should be
reported at least every six months; however, every three
months is preferred.
At the beginning of your apprenticeship discuss the
frequency of reporting with your employer.
Keeping Workplace hours up-to-date in your Record Book
gives you the tools to better manage your apprenticeship. It
provides you with the opportunity to:
• Follow up with your employer each reporting period to
ensure your hours are reported on a regular basis.
• Discuss your progress with your direct
supervisor/journeyperson on a regular basis.
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DATE (TO-FROM) EMPLOYER HOURS
TOTAL HOURS
7
RECORD OF COMPETENCIES
Instructions
The Record of Competencies is filled out and signed-off by the
journeyperson supervising your work.
1. Know what skills are expected at each level of the program.
2. Ask the journeyperson to sign off on the competency when you
have acquired the skills and are able to perform the task without
supervision.
3. If the journeyperson agrees that you have the required skills,
he/she will:
- Record the date that the competency was achieved
- Sign off on the competency
- Enter his/her Trades Worker Identification Number (TWID #)
What is a Record of Competencies?
The Record of Competencies lists all competencies you should be knowledgeable in prior to
receiving your certification. Keeping this section up to date will allow you to track your progress
towards certification and demonstrate proficiency in the skills within the scope of your trade.
Completion of the entire program should result in you becoming a skilled and knowledgeable
journeyperson.
• Refer to this section periodically to ensure you are getting the work experience you need.
• Use the competencies as a guide to ensure work tasks are assigned so that you acquire the
skills and knowledge required to be successful in the trade.
Review the Record of Competencies on a regular basis with your direct
supervisor/journeyperson to ensure they have been completed.
Program Outline
The Program Outline provides detailed information on the scope of knowledge and skills
expected at each level of the program, further defining the competencies listed in the Record
Book. The Program Outline is a great resource for developing a training plan.
Download from: www.itabc.ca/program/heavy-duty-equipment-technician
Apprenticeship Toolkit
For general information on apprenticeship and tips for navigating the apprenticeship system in
BC visit ITA’s website to learn about the apprenticeship basics. 8
LEVEL 1
IMPORTANT!
Download the Program Outline!
www.itabc.ca/program/heavy-duty-equipment-technician
Read the competency tables
Some competencies are taught in many levels
For detailed information about that competency, go to the Program Outline
THEORY
LINE A: OCCUPATIONAL SKILLS
IDENTIFY AND USE SHOP EMERGENCY EQUIPMENT
DESCRIBE WIRE ROPE AND ITS APPLICATIONS
IDENTIFY AND SELECT LUBRICANTS
IDENTIFY METALS
DESCRIBE DIFFERENT WELDING PROCEDURES
DESCRIBE THE IMPORTANCE OF FOLLOWING A DIAGNOSTIC
PROCEDURE
DESCRIBE DIAGNOSTIC PROCEDURES USED FOR
TROUBLESHOOTING
LINE B: BRAKES
DESCRIBE HYDRAULIC ANTI-LOCK BRAKING (ABS) SYSTEMS
DESCRIBE THE PRINCIPLES OF BRAKING
DESCRIBE THE PRINCIPLES OF PNEUMATICS
DESCRIBE AIR BRAKE SCHEDULES AND COMPONENTS
DESCRIBE AND PERFORM A PRE-TRIP INSPECTION
LINE C: HYDRAULICS
DESCRIBE THE PRINCIPLES OF HYDRAULICS
DESCRIBE THE BASIC COMPONENTS OF A HYDRAULIC SYSTEM
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DESCRIBE THE TYPES OF HYDRAULIC SYSTEMS
DESCRIBE SELECTED HYDRAULIC COMPONENTS
LINE D: ELECTRICAL
DEFINE ELECTRICAL TERMINOLOGY
EXPLAIN BASIC CIRCUIT CONCEPTS
DESCRIBE MAGNETIC THEORY
IDENTIFY COMMON ELECTRICAL AND ELECTRONIC COMPONENTS
INTERPRET WIRING DIAGRAMS AND SYMBOLS
DESCRIBE BATTERY DESIGN AND OPERATION
DESCRIBE THE PURPOSE OF CHARGING CIRCUITS
IDENTIFY STARTING CIRCUIT COMPONENTS
DESCRIBE THE DESIGN AND OPERATION OF STARTING CIRCUITS
DESCRIBE TRAILER WIRING
LINE E: FRAMES, STEERING, AND SUSPENSION
DESCRIBE AND SERVICE TIRES AND RIMS
DESCRIBE AND SERVICE WHEELS AND HUBS
DESCRIBE TRACTION DEVICES
DESCRIBE STEERING SYSTEMS
DESCRIBE SUSPENSION SYSTEMS
DESCRIBE TYPES OF FRAMES
LINE F: TRAILER
DESCRIBE THE CONSTRUCTION AND OPERATION OF ACCESSORIES
DESCRIBE HITCHES AND COUPLERS
DESCRIBE THE PURPOSE AND OPERATION OF TRAILER BODY
COMPONENTS
IDENTIFY HEATING AND REFRIGERATION COMPONENTS
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LINE G: HEATING, VENTILATION, AND AIR CONDITIONING
IDENTIFY HEATING AND AIR CONDITIONING COMPONENTS
DESCRIBE THE CONSTRUCTION AND OPERATION OF HEATING AND
AIR CONDITIONING SYSTEMS
DESCRIBE THE IMPACT OF CFCs ON THE ENVIROMENT
LINE J: STRUCTURAL COMPONENTS AND ACCESSORIES
DESCRIBE REGULATIONS RELATED TO PROTECTIVE STRUCTURES
IDENTIFY CAB, BODIES AND COMPONENTS
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PRACTICAL
LINE A: OCCUPATIONAL SKILLS
APPLY PERSONAL SAFETY MEASURES
PREVENT, IDENTIFY AND EXTINGUISH VARIOUS CLASSES OF FIRES
SELECT, USE AND MAINTAIN TOOLS AND SHOP EQUIPMENT
SELECT, USE AND MAINTAIN SAFETY EQUIPMENT
SELECT AND USE IMPERIAL AND METRIC FASTENERS
SELECT AND USE PIPE, TUBING, HOSE AND FITTINGS
APPLY THE WORKSAFEBC SAFETY REGULATIONS TO LIFTING AND
BLOCKING APPLICATIONS
SELECT, USE AND MAINTAIN LIFTING AND BLOCKING EQUIPMENT
LIFT AND MOVE LOADS
PERFORM PRE-START AND WALK AROUND INSPECTIONS
START, MOVE, SECURE AND STOP EQUIPMENT
OBTAIN FORKLIFT OPERATION TRAINING
COMMUNICATE USING FORMS AND REPORTS
USE COMPUTERS AND WRITTEN MEDIA TO LOCATE SERVICE AND
MAINTENANCE INFORMATION
INSPECT AND SERVICE WIRE ROPE USED ON WINCHES
SELECT AND SERVICE BEARINGS AND SEALS
USE COMPUTERS TO CREATE DOCUMENTS TO CONDUCT RESEARCH
USE ELECTRONIC IMAGING EQUIPMENT
CUT, WELD AND BRAZE USING OXY-ACETYLENE
PERFORM SHIELDED METAL ARC WELD
WELD USING WIRE FEED PROCESSES
SOLDER TUBING AND SHEET METAL
LINE B: BRAKES
SERVICE HYDRAULIC BRAKE SYSTEMS
DIAGNOSE HYDARULIC BRAKE SYSTEMS
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REPAIR HYDRAULIC BRAKE SYSTEMS
DIAGNOSE HYDRAULIC ASSISTED POWER BRAKE SYSTEMS
REPAIR HYDRAULIC ASSISTED POWER BRAKE SYSTEMS
DIAGNOSE AND REPAIR HYDRAULIC ANTI-LOCK BRAKING (ABS)
SYSTEMS
SERVICE AIR BRAKE SYSTEMS
REPAIR A WHEEL BRAKE ASSEMBLY
LINE C: HYDRAULICS
SELECT HYDRAULIC FLUIDS FOR APPLICATIONS
SELECT AND ASSEMBLE HYDRAULIC HOSES AND FITTINGS
DEMONSTRATE SAFE WORK PROCEDURES FOR HYDRAULIC
SYSTEMS SERVICE
PERFORM SCHEDULED MAINTENANCE ON HYDRAULIC SYSTEMS
LINE D: ELECTRICAL
PERFORM CIRCUIT CALCULATIONS
USE ELECTRICAL MEASURING DEVICES
SELECT, TEST AND MAINTAIN BATTERIES
DIAGNOSE CAUSES OF BATTERY FAILURE
REMOVE AND REPLACE BATTERIES
USE BOOSTER BATTERIES
PERFORM ROUTINE MAINTENANCE ON CHARGING CIRCUITS
PERFORM MAINTENANCE ON STARTING CIRCUITS
SERVICE ELECTRICAL CIRCUITS
LINE E: FRAMES, STEERING, AND SUSPENSION
SERVICE STEERING SYSTEMS
DIAGNOSE AND REPAIR SUSPENSION SYSTEMS
DIAGNOSE AND REPAIR FRAMES
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LINE F: TRAILER
SERVICE LIMITED ACCESSORIES
SERVICE HITCHES AND COUPLERS
INSTALL AND REMOVE TRAILER BODY COMPONENTS
DIAGNOSE AND REPAIR OR REPLACE TRAILER BODY COMPONENTS
DIAGNOSE REFRIGERATION UNITS
REPAIR HEATING AND REFRIGERATION SYSTEMS
LINE G: HEATING, VENTILATION AND AIR CONDITIONING
APPLY LEGISLATED PROCEDURES WHEN DEALING WITH SYSTEMS
CONTAINING CFCs
DIAGNOSE HEATING AND AIR CONDITIONING SYSTEMS
REPAIR HEATING AND AIR CONDITIONING SYSTEMS
APPLY LEGISLATED PROCEDURES WHEN DEALING WITH SYSTEMS
CONTAINING CFCs
LINE J: STRUCTURAL COMPONENTS AND ACCESSORIES
PERFORM SERVICE OR INSPECTION OF PROTECTIVE STRUCTURES
SERVICE CAB, BODIES AND COMPONENTS
Supervisor Signature
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NOTES FROM LEVEL 1
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LEVEL 2
IMPORTANT!
Download the Program Outline!
www.itabc.ca/program/heavy-duty-equipment-technician
Read the competency tables
Some competencies are taught in many levels
For detailed information about that competency, go to the Program Outline
THEORY
LINE D: ELECTRICAL
DESCRIBE CHARGING SYSTEM COMPONENTS
DESCRIBE THE DESIGN AND OPERATION OF CHARGING SYSTEMS
IDENTIFY STARTING SYSTEM COMPONENTS
DESCRIBE THE DESIGN AND OPERATION OF STARTING SYSTEMS
IDENTIFY ELECTRICAL COMPONENTS
IDENTIFY ELECTRICAL SYSTEMS
IDENTIFY ELECTRONIC COMPONENTS
IDENTIFY ELECTRONIC SYSTEMS
DESCRIBE A VEHICLE MANAGEMENT SYSTEM
LINE H: ENGINES AND SUPPORTING SYSTEMS
DESCRIBE THE COMBUSTION PROCESS
DESCRIBE TERMINOLOGY AND PERFORM CALCULATIONS RELATED
TO ENGINES
DESCRIBE THE PRINCIPLES OF OPERATION OF TWO AND FOUR
STROKE CYCLE INTERNAL COMPUSTION ENGINES
DESCRIBE ENGINE SUPPORT SYSTEMS
DESCRIBE DIESEL FUEL SUPPLY CIRCUITS AND THEIR COMPONENTS
DESCRIBE THE CHARACTERISTICS OF LIQUEFIED PETROLEUM GAS
(LPG)
IDENTIFY THE COMPONENTS OF THE LPG SYSTEM
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DESCRIBE THE CONSTRUCTION AND OPERATION OF ENGINE
COMPONENTS
DESCRIBE THE CHARACTERISTICS OF DIESEL FUEL
DESCRIBE THE COMBUSTION PROCESS
DESCRIBE THE REQUIREMENTS OF A DIESEL FUEL INJECTION
SYSTEM
DESCRIBE THE DESIGN AND OPERATION OF MECHANICAL FUEL
INJECTION SYSTEMS
DESCRIBE ELECTRONICALLY CONTROLLED DIESEL FUEL SYSTEMS
IDENTIFY ELECTRONIC DIESEL FUEL SYSTEMS
DESCRIBE THE NECESSARY CONDITIONS FOR THE ENGINE TO START
DESCRIBE THE CAUSES AND EFFECTS OF HARMFUL EMISSIONS
DESCRIBE EMISSION SYSTEMS
DESCRIBE ENGINE BRAKES
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PRACTICAL
LINE D: ELECTRICAL
PERFORM INSPECTION, DIAGNOSIS AND REPAIR OF CHARGING
SYSTEMS
DIAGNOSE AND REPAIR STARTING SYSTEMS AND THEIR
COMPONENTS
DIAGNOSE AND REPAIR ELECTRICAL SYSTEMS AND COMPONENTS
DIAGNOSE AND REPAIR ELECTRONIC SYSTEMS AND COMPONENTS
DIAGNOSE AND REPAIR VEHICLE MANAGEMENT SYSTEMS
LINE H: ENGINES AND SUPPORTING SYSTEMS
DIAGNOSE AND REPAIR ENGINE SUPPORT SYSTEMS
PERFORM DIAGNOSTICS AND REPAIRS ON DIESEL SUPPLY CIRCUITS
DIAGNOSE AND IDENTIFY PROBLEMS ON A DIESEL ENGINE
OVERHAUL A DIESEL ENGINE
PERFORM INITIAL START UP PROCEDURES
DIAGNOSE AND SERVICE MECHANICAL FUEL INJECTION SYSTEMS
DIAGNOSE ELECTRONIC FUEL SYSTEMS
REPAIR ELECTRONIC FUEL SYSTEMS
DIAGNOSE AND REPAIR EMISSION SYSTEMS
DIAGNOSE AND REPAIR ENGINE BRAKES
Supervisor Signature
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NOTES FROM LEVEL 2
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LEVEL 3
IMPORTANT!
Download the Program Outline!
www.itabc.ca/program/heavy-duty-equipment-technician
Read the competency tables
Some competencies are taught in many levels
For detailed information about that competency, go to the Program Outline
THEORY
LINE I: POWERTRAINS
DESCRIBE METHODS OF TRANSFERRING POWER
DESCRIBE THE PRINCIPLES OF POWER TRANSFER
DESCRIBE THE PRINCIPLES AND OPERATION OF CLUTCHES AND
RELATED COMPONENTS
DESCRIBE THE OPERATION OF MANUAL TRANSMISSIONS
DESCRIBE THE OPERATION OF AUTOMATED TRANSMISSIONS
DESCRIBE THE PRINCIPLES OF PLANETARY GEAR SETS
DESCRIBE THE OPERATION OF TORQUE CONVERTERS AND
AUTOMATIC TRANSMISSIONS
DESCRIBE THE OPERATION OF POWER SHIFT TRANSMISSIONS
DESCRIBE DRIVELINES AND THEIR COMPONENTS
DESCRIBE THE PRINCIPLES AND OPERATION OF DRIVE AXLES
DESCRIBE THE OPERATION OF FINAL DRIVES
DESCRIBE DRIVELINE RETARDERS
DESCRIBE WINCHES
DESCRIBE POWER TAKE-OFFS AND TRANSFER CASES
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PRACTICAL
LINE I: POWERTRAINS
CALCULATE GEAR RATIOS
DIAGNOSE AND REPAIR CLUTCHES AND RELATED COMPONENTS
DIAGNOSE AND REPAIR MANUAL TRANSMISSIONS
DIAGNOSE AND REPAIR AUTOMATED TRANSMISSIONS
DIAGNOSE AND REPAIR TORQUE CONVERTERS AND AUTOMATIC
TRANSMISSIONS
DIAGNOSE AND REPAIR POWER SHIFT TRANSMISSIONS
DIAGNOSE AND REPAIR DRIVELINES AND THEIR COMPONENTS
DIAGNOSE AND REPAIR DRIVE AXLES
DIAGNOSE AND REPAIR FINAL DRIVES
DIAGNOSE AND REPAIR DRIVELINE RETARDERS
DIAGNOSE AND REPAIR WINCHES
DIAGNOSE AND SERVICE POWER TAKE-OFFS AND TRANSFER CASES
Supervisor Signature
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NOTES FROM LEVEL 3
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22
LEVEL 4
IMPORTANT!
Download the Program Outline!
www.itabc.ca/program/heavy-duty-equipment-technician
Read the competency tables
Some competencies are taught in many levels
For detailed information about that competency, go to the Program Outline
THEORY
LINE D: ELECTRICAL
DESCRIBE AN ELECTRICAL DRIVE SYSTEM
LINE E: FRAMES, STEERING AND SUSPENSION
DESCRIBE THE CONSTRUCTION AND OPERATION OF POWER
STEERING SYSTEMS
DESCRIBE TRACK MACHINE STEERING SYSTEMS
DESCRIBE TRACK MACHINE UNDERCARRIAGES
LINE J: STRUCTURAL COMPONENTS AND ACCESSORIES
DESCRIBE WHEEL WORKING ATTACHMENTS
DESCRIBE THE CONSTRUCTION AND OPERATION OF INDUSTRIAL AIR
COMPRESSORS
23
PRACTICAL
LINE C: HYDRAULICS
DIAGNOSE HYDRAULIC SYSTEMS
REPAIR HYDRAULIC SYSTEMS AND COMPONENTS
REPAIR ELECTRONIC HYDRAULIC SYSTEMS
LINE E: FRAMES, STEERING AND SUSPENSION
DIAGNOSE AND REPAIR POWER STEERING SYSTEMS
DIAGNOSE AND SERVICE SELECTED TRACK MACHINE STEERING
SYSTEMS
TROUBLESHOOT AND SERVICE TRACK MACHINE UNDERCARRIAGES
LINE J: STRUCTURAL COMPONENTS AND ACCESSORIES
DIAGNOSE AND REPAIR WORKING ATTACHMENTS
SERVICE, DIAGNOSE AND REPAIR INDUSTRIAL AIR COMPRESSORS
Supervisor Signature
24
NOTES FROM LEVEL 4
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MISSING COMPETENCIES?
To develop the best journeyperson possible employers should
attempt to provide training in all competencies for the trade.
This is not always possible.
If your employer is unable to provide training in any competency
required for your trade, note that competency below.
Competencies listed here will remain unsigned until your employer
can provide training in that area or until you find an alternate way to
gain the experience needed.
Competency: Date:
Reason:
Alternate plan:
Competency: Date:
Reason:
Alternate plan:
26
TECHNICAL TRAINING
Instructions
Keep a record of each level of technical training completed.
Level 1
Date Completed: Training Provider:
Mark: Instructor:
Level 2
Date Completed: Training Provider:
Mark: Instructor:
Level 3
Date Completed: Training Provider:
Mark: Instructor:
Level 4
Date Completed: Training Provider:
Mark: Instructor:
27
COMPLETION REQUIREMENTS
Instructions
Keep a record of each program completion requirement achieved.
HEAVY DUTY EQUIPMENT TECHNICIAN
Level 1 - Technical Training
Level 2 - Technical Training
Level 3 - Technical Training
Level 4 - Technical Training
6,360 workplace hours
ITA Interprovincial Red Seal examination
Recommendation for Certification signed by sponsor
Note: After all other completions requirements have been met, ITA
sends a Recommendation for Certification form to the sponsor
requesting signoff.
28
CERTIFICATIONS
Instructions
Keep a record of the credentials and endorsements you have
earned, including the certification number and date of issue.
CREDENTIAL EARNED NUMBER DATE OF ISSUE
If you have any questions, please contact ITA Customer
Service at
[email protected] 778-328-8700 or toll free (within BC) at 1-800-660-6011
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