Training module: Q1
Activity:
creation of form and layout – securing the accessibility of fastening positions, installation space for instal-lation and testing (traceability)
Required competences:
Bolted joints and their properties
Geometric data of the test equipment used
Geometric data of the tightening tools used
Relevant technical rules:
VDI/VDE 2645 Part 2
DIN EN ISO 11148-6
DIN EN 1005
ISO 11228-1 to -3
VDI/VDE 2862
Training module: Q2
Activity:
design of the components (elements to be tightened together) – functional and geometric design or calculation in the form and layout of the components to be connected
Required competences:
Calculation and design of the bolted joint (according to VDI 2230 Part 1 and Part 2, for example)
Material and surface properties of the components
Installation process of the proposed bolted joint
Coefficients of friction in the bolted joint
Available installation tools, emergency strategy tools, measurement, and testing equipment
Preparation of the specification (e.g. drawing, data sheet)
Relevant technical rules:
VDI 2230 Part 1 and Part 2
ISO 26262-1 to -10
ISO 8992
ISO 898-1 to -3
DIN EN ISO 16047
DIN 7500
DIN EN 20273
Training module: Q3
Activity:
design of the fastener (tightening element) – design or modification of a connecting element to meet functional require-ments
Required competences:
Calculation and design of the bolted joint (according to VDI 2230 Part 1 and Part 2, for example)
Material and surface properties of the components
Installation process of the proposed bolted joint
Production of connecting elements
Coefficients of friction in the bolted joint
Available adapter tools (e.g. socket wrench, adapter, special tool, etc.)
Preparation of the specification (e.g. drawing, data sheet)
Available installation tools, emergency strategy tools, measurement, and testing equipment
Relevant technical rules:
VDI 2230 Part 1 and Part 2
ISO 8992
ISO 898
DIN EN ISO 16047
DIN 7500
VDA 235-203
VDI/VDE 2645 Part 3
VDA 235-101
DIN 267-27
DIN 267-28
DIN EN 15865
ISO 3269
ISO 4042
ISO 10683
ISO 10684
Training module: Q4
Activity:
determination of the bolted joint category – application of relevant methods to analyse and assess the risk of failure, determination of the bolted joint category taking into account the applicable standards and guidelines
Required competences:
Bolted joints and their properties
Functionality of the overall system of the bolted joint taking into account the load collective
Application of methods to analyse and assess the risk of bolted joints failing
Classification into the corresponding bolted joint categories or classes
Relevant technical rules:
DIN EN ISO 12100
ISO 26262
VDI/VDE 2862
DIN 25201-7
VDA Vol. 4
Training module: Q5
Activity:
determination of documentation requirements – Deviating from or supplementary to the specification of category, an addition-al documentation requirement may be applied.
Required competences:
Functionality of the overall system of the bolted joint taking into account the load collective
Know-how of measures relevant to the corresponding bolted joint categories or classes
Internal and legal requirements for ocumentation
Relevant technical rules:
VDA Vol. 1
VDA 9
VDI/VDE 28622
DIN EN ISO 9001
IATF 16949
VDI/VDE 2645 Part 2 and Part 3
Legal requirements: product liability act (ProdHaftG), for example
Training module: Q6
Activity:
calculation of a bolted joint – determination of the installation preload FV, which must be applied to the bolted joint to ensure the functionality of the bolted joint while taking into ac-count possible settling losses; performance of the calculation
Required competences:
Bolted joints and their properties
Calculation and design of the bolted joint (according to VDI 2230 Part 1 and Part 2, for example)
Material and surface properties of the components and connection elements
Installation process of the proposed bolted joint
Factors influencing the target parameter; see parameters diagram in Figure 1
Coefficients of friction in the bolted joint
Functionality of the overall system of the bolted joint taking into account the load collective
Relevant technical rules:
VDI 2230 Part 1 and Part 2
ISO 26262-1 to -10
ISO 8992
VDI/VDE 2645 Part 2 and Part 3
VDI/VDE 2862
ISO 898-1 to -3
DIN EN ISO 16047
DIN 7500
DIN EN 1090
DIN EN 1591
Training module: Q7
Activity:
selection of the connecting element (tightening element) – selection of a connecting element to meet functional requirements
Required competences:
Calculation and design of the bolted joint (according to VDI 2230 Part 1 and Part 2, for example)
Selection of the connection elements on the basis of geometry, material, and surface
Installation process of the proposed bolted joint
Coefficients of friction in the bolted joint
Properties of the materials and surfaces of components and their relationships
Relevant technical rules:
VDI 2230 Part 1 and Part 2
ISO 26262-1 to -10
ISO 8992
VDI/VDE 2645 Part 3
ISO 898
DIN EN ISO 16047
DIN 7500
VDA 235-203
Training module: Q8
Activity:
determination of the connecting element to be tightened (through-bolted joints) – determination of the connection element to be rotated and held firmly
Required competences:
Bolted joints and their properties
Installation process of the proposed bolted joint
Geometric data of the test equipment used
Geometric data of the tightening tools used
Relevant technical rules:
VDI 2230 Part 1 and Part 2
DIN EN 1090-2
DIN EN 1591
Training module: Q9
Activity:
determination of the tightening procedure with target and, optionally, additional parameters – selection of a fastening method which is most suitable (technically, economi-cally, and ergonomically) for introducing the previously determined “installa-tion preload” FM into the bolted joint, specification of control and, where applicable, check variables (depending on the bolted joint category) and also, where applicable, the installation rotation speed(s)
Required competences:
Bolted joints and their properties
Calculation and design of the bolted joint (according to VDI 2230 Part 1 and Part 2, for example)
Materials and surfaces of the components and connection elements
Installation process of the proposed bolted joint
Specification of the tightening procedure
Factors influencing the target parameter; see parameters diagram (Figure 1)
Coefficients of friction in the bolted joint
Interpretation of fastening trials, for example, fastening curves, statistics
Definition of the target and, optionally, additional parameters
Relevant technical rules:
VDI 2230 Part 1 and Part 2
VDI/VDE 2645 Part 2
VDI/VDE 2862
Training module: Q10
Activity:
determination of the reworking/repair strategy for a fastening position – analysis of relevant types of damage at fastening positions and derivation of possible reworking concepts
Required competences:
Bolted joints and their properties
Functionality of the overall system of the bolted joint taking into account the load collective
Bolted joint categories or classes
Definition of functionally identical solutions (target value) on the basis of damage type as in the original design
Application of methods to analyse and assess the risk of bolted joints failing
Estimation of potential damage types
Calculation and design of the bolted joint (according to VDI 2230 Part 1 and Part 2, for example)
Material and surface properties of the components and connection elements
Coefficients of friction in the bolted joint
Available installation tools, emergency strategy tools, measurement, and testing equipment
Relevant technical rules:
VDI 2230 Part 1 and Part 2
ISO 26262-1 to -10
ISO 8992
VDI/VDE 2645 Part 2 and Part 3
VDI 2647
VDI/VDE 2862
ISO 898-1 to -3
DIN EN ISO 16047
DIN 7500
Training module: Q11
Activity:
test planning regarding service strength – selection of methods of analysis and test plan definition, among other things, with respect to temporal aspects, verification of calculated theoretical load assumptions
Required competences:
Bolted joints and their properties
Calculation and design of the bolted joint (according to VDI 2230 Part 1 and Part 2, for example)
Materials and surfaces of the components and connection elements
Factors influencing the target parameter; see parameters diagram in Figures 1 and 2, in particu-lar, environmental influences (e.g., temperature, corrosion)
Various procedures and methods for the planning the testing of service strength taking into ac-count the different conditions of use
Functionality of the overall system of the bolted joint taking into account the load collective
Measurement technology used
Creation of a test plan
Relevant technical rules:
DIN 969
DIN 65151
ISO 16130
Training module: Q12
Activity:
test execution and interpretation – service strength – verification of the theoretical results by means of practical tests including in-terpretation of the test results, if necessary, initiation of corrective measures
Required competences:
Bolted joints and their properties
Installation process of the proposed bolted joint
Relationships between tool technology and manufacturing tolerances
Tightening tools used and, where appropriate, their parametrization
Factors influencing the target parameter; see parameters diagram in Figure 1 and Figure 2, in particular, environmental influences (e.g., temperature, corrosion)
Various procedures and methods for the planning the testing of service strength taking into ac-count the different conditions of use
Functionality of the overall system of the bolted joint taking into account the load collective
Evaluation and interpretation of the results and, where appropriate, initiation of corrective measures
Relevant technical rules:
DIN 969
DIN 65151
ISO 16130
VDA 235-203
VDA 235-101
Training module: Q13
Activity:
creation of technical documentation – creation and maintenance of standardized documents in the systems provided for this purpose
Required competences:
Bolted joints and their properties
Creation of specialist and appropriate documentation
Adherence to a standard nomenclature/terminology
Selection of the current, appropriate templates
Operation of the filing/documentation system
Relevant technical rules:
VDA Vol. 1
VDI 4500
Training module: Q14
Activity:
standardization of tightening tools (hardware) – evaluation of commercially available tightening tools with regard to their ca-pability for the purpose of use, initiation of release testing, and preparation of a recommendation for purchasing
Required competences:
Bolted joints and their properties
Defined tightening procedure and corresponding tightening tools and their operating range
Relationships between tool technology and manufacturing tolerances
Holistic consideration of the costs of procurement, operation, and disposal (e.g. “total cost of ownership”)
Assessment of fastening technology suppliers in relation to availability, service, delivery times, and so on at the place of installation
Infrastructure at the installation location
Evaluation of the results of release testing, for example, type testing, machine capability test (MCT)
Preparation of product specifications and evaluation of functional specifications
Ergonomics in relation to the tightening tool and its accessories
Use of tightening tools according to the bolted joint category
Relevant technical rules:
VDI/VDE 2649
VDI/VDE 2645 Part 2
DIN EN ISO 11148-6
DIN EN 1005
ISO 11228-1 to -3
VDI/VDE 2647
VDI/VDE 2862
DIN EN ISO 6789
ISO 5393
Training module: Q15
Activity:
selection of tightening tools for installation process (hardware) – selection of the tightening tools and replacement tools necessary and suitable for the proposed bolted joints
Required competences:
Bolted joints and their properties
Defined tightening procedures and corresponding tightening tools as well as their operating range
Relationships between tool technology and manufacturing tolerances
Infrastructure at the installation location
Specifications/functional specifications
Ergonomics in relation to the tightening tool and its accessories
Internally approved and capable tightening tools, hardware and their dimensions (avoidance of high maintenance costs, for example, due to wear when geared offset heads are used)
Installation process of the proposed bolted joint
Selection of tightening tools
Operating principle of different tightening tools
Influencing the tightening tool by means of attachments/adapter parts
Relevant technical rules:
VDI/VDE 2649
VDI/VDE 2645 Part 2
DIN EN ISO 11148-6
DIN EN 1005
ISO 11228-1 to -3
VDI/VDE 2647
VDI/VDE 2862
DIN EN ISO 6789
ISO 5393
Training module: Q16
Activity:
provision of tightening tools for the installation process – provision of capable tightening tools for the installation process
Required competences:
Bolted joints and their properties
Arrange for capability certifications for the evaluation of tightening tools
Monitoring the capability of the tightening tools
Evaluation of suitability certificates (e.g. calibration certificate, calibration hierarchy, machine capability certificate)
Proper handling of tightening tools
Ensuring the operational readiness of the tightening tools and also adapter tools according to their application cases
Provision of tightening tools for the installation process
Relevant technical rules:
VDI/VDE 2645 Part 2
DIN EN ISO 6789
VDI/VDE 2649
Training module: Q17
Activity:
selection and provision of handling components (e.g. torque support) – evaluation of the handling components available on the market for suitability for the intended use, preparation of a specification sheet, selection of the handling components necessary and suitable for the proposed bolted joints
Required competences:
Bolted joints and their properties
Operating principle of different tightening tools
Installation process of the proposed bolted joint
Internally approved and capable tightening tools, hardware, and their dimensions
Classification of bolted joints
Influence of handling components on tightening tools in relation to the fastening results
Assessment of the suitability of handling components in assembly operations
Infrastructure at the installation location
Holistic consideration of the costs of procurement, operation, and disposal (e.g. “total cost of ownership”)
Ergonomics in relation to the fastening system (handling components including fastening technol-ogy and its accessories)
Selection of handling components
Provision of handling components
Preparation of product specifications and evaluation of functional specifications
Relevant technical rules:
VDI/VDE 2645 Part 2
DIN EN ISO 11148-6
DIN EN 1005
ISO 11228-1 to -3
VDI/VDE 2862
Training module: Q18
Activity:
selection and provision of adapter tools (e.g. extensions, sockets) – evaluation of the adapter tools available on the market for suitability for the intended use, preparation of general technical specifications, selection of the adapter tools necessary and suitable for the proposed fastening positions
Required competences:
Bolted joints and their properties
Operating principle of different tightening tools
Installation process of the proposed bolted joint
Internally approved and capable tightening tools, hardware, and their dimensions
Influence on tightening tools, measurement and testing equipment from attachments/adapter parts in relation to the results of fastening or measurement and test results
Ergonomics in relation to the tightening tool and its accessories
Special occupational safety regulations relating to the requirements and design of attach-ments/adapter parts
Special occupational safety regulations relating to the requirements and design of attach-ments/adapter parts
Selection of adapter tools
Provision of adapter tools
Preparation of general technical specifications and evaluation of functional specifications
Relevant technical rules:
ISO 2725
ISO 1174
ISO TS 21108
DIN 3124
DIN 3129
Training module: Q19
Activity:
maintenance and repair of adapter tools and attachments – carrying out maintenance and repair work on adapter tools and attachments
Required competences:
Operation and handling of adapter tools and attachments
Processes for the exclusion of faulty equipment
Processes for integrating (maintained/repaired) devices into the production process
Definition and optimization of maintenance frequencies, if appropriate, based on manufacturer’s information
Carrying out maintenance and repair work
Relevant technical rules:
DIN EN 13306
DIN EN 15628
DIN 31051
Training module: Q20
Activity:
selection of reworking tools – selection of the reworking tools necessary and suitable for the proposed bolted joints
Required competences:
Bolted joints and their properties
Defined tightening procedures and corresponding tightening tools as well as their operating range
Installation process of the proposed bolted joint
Influence on tightening tools from attachments/adapter parts
Relationships between tool technology and manufacturing tolerances
Selection of tightening tools according to the bolted joint category
Infrastructure at the installation location
Ergonomics in relation to the tightening tool and its accessories
Relevant technical rules:
VDI/VDE 2645 Part 2
DIN EN ISO 11148-6
DIN EN 1005
ISO 11228-1 to -3
VDI/VDE 2647
VDI/VDE 2649
Training module: Q21
Activity:
selection of emergency strategy tools – selection of emergency strategy tools necessary and suitable for the proposed bolted joints
Required competences:
Bolted joints and their properties
Defined tightening procedures and corresponding tightening tools as well as their operating range
Installation process of the proposed bolted joint
Influence on tightening tools from attachments/adapter parts
Internally approved and capable tightening tools, hardware, and their dimensions
Relationships between tool technology and manufacturing tolerances
Selection of tightening tools according to the bolted joint category
Infrastructure at the installation location
Ergonomics in relation to the tightening tool and its accessories
Relevant technical rules:
VDI/VDE 2645 Part 2
DIN EN ISO 11148-6
DIN EN 1005
ISO 11228-1 to -3
VDI/VDE 2647
VDI/VDE 2649
Training module: Q22
Activity:
test plan preparation relating to tightening tools – preparation of test plans in compliance with the technical test conditions for machine capability testing (MCT)
Required competences:
Bolted joints and their properties
Operating principle of different tightening tools with respect to the measurement and testing tech-nology (interactions)
Requirements for capability certificates such as general conditions and methods for tightening tools
Relationships between tool technology, the attachments/adapter tools used, and the frequency of testing
Defined tightening procedures and corresponding tightening tools as well as their operating range/ utilization
Preparation of test plans with selection of measurement and testing equipment taking into account intrinsic, technological, and temporal relationships, if necessary based on manufacturer’s infor-mation
Optimization of maintenance frequencies
Relevant technical rules:
VDI/VDE 2645 Part 2
VDI 2647
VDI/VDE 2649
Training module: Q23
Activity:
performance of a machine capability test (MCT), securing the machine capability of tightening tools – performing a tool- and position-related machine capability test on tightening tools including accessories
Required competences:
Bolted joints and their properties
Operating principle of different tightening tools with respect to the measurement and testing tech-nology (interactions)
Guidelines and standards relating to a machine capability test
Performance of machine capability tests (MCT)
Influence on test results from attachments/adapter parts on the tightening tool or testing tool
Determination of the usability of the measurement and testing equipment
Relevant technical rules:
VDI/VDE 2645 Part 2
VDI/VDE 2649
DIN EN ISO 6789
Training module: Q24
Activity:
evaluation and interpretation of the results of the machine capability test (MCT) – performance of the evaluation process specified by the test planning for the data collected by testing or measuring, if necessary, statistical processing of the collected data and provision of the results data for the introduction of measures
Required competences:
Operating principle of different tightening tools
Requirements for capability certificates for tightening tools
Performance of machine capability tests (MCT)
Evaluation and interpretation of the results of the machine capability test (MCT)
Use of statistical methods
Test systems and their mutual influence (test system – test object)
Relevant technical rules:
VDI 2647
VDI/VDE 2645 Part 2
VDI/VDE 2862
Important remark Tolerance specifications are not given normatively, for which reason internal specifications must be observed.
Training module: Q25
Activity:
maintenance and servicing of tightening tools and systems – carrying out maintenance and repair work on tightening tools and systems
Required competences:
Operation and handling of the tools and systems
Processes for the exclusion of faulty equipment
Processes for integrating (maintained/repaired) devices into the production process
Definition and optimization of maintenance frequencies, where appropriate based on manufactur-er’s information
Carrying out maintenance and repair work
Relevant technical rules:
DIN EN 13306
DIN EN 15628
DIN 31051
Training module: Q26
Activity:
standardization of measurement and testing equipment – assessment of the measurement and testing equipment available on the market for their capability for the intended use, initiation of release testing, preparation of a recommendation for purchasing
Required competences:
Bolted joints and their properties
Holistic consideration of the costs of procurement, operation, and disposal (e.g. “total cost of ownership”)
Assessment of test equipment providers with regard to availability, service, delivery times, etc. at the installation location
Infrastructure at the installation location, use possible during production
Evaluation of the results of release testing, for example, measuring device capability
Preparation of general technical specifications and evaluation of functional specifications
Ergonomics in relation to the measurement and testing equipment and its accessories
Defined measurement and testing procedures and the corresponding measurement and testing equipment as well as their mode of operation
Relationships between test technology, test methods, and test results
Relevant technical rules:
VDI/VDE 2645
VDI/VDE 2646
VDI/VDE 2647
VDI/VDE 2648
DAkkS-DKD-R 3-7
DAkkS-DKD-R 3-8
DIN EN ISO 10012
DIN 51309
DIN EN ISO 376
DIN EN ISO 6789
Training module: Q27
Activity:
selection of measurement and testing equipment for product inspection – selection of the measurement and testing equipment necessary and suitable for the proposed measurements or tests
Required competences:
Bolted joints and their properties
Infrastructure at the installation location
Installation process of the proposed bolted joint
Operating principle of different measuring methods
Ergonomics in relation to the measurement and testing equipment and its accessories
Internally approved and capable measurement and testing equipment, hardware, and their dimensions
Influence of attachments/adapter parts on measurement and testing equipment
Relationships between test technology, test methods, and test results
Selection of measurement and testing equipment for product inspection
Relevant technical rules:
VDI/VDE 2645
VDI/VDE 2646
VDI/VDE 2647
VDI/VDE 2648
DAkkS-DKD-R 3-7
DAkkS-DKD-R 3-8
DIN EN ISO 10012
DIN 51309
DIN EN ISO 376
Training module: Q28
Activity:
provision of measurement and testing equipment and adapter tools for product inspection – provision of capable measurement and testing equipment for measurement and testing tasks
Required competences:
Bolted joints and their properties
Know-how of measurement and testing equipment
Arrange for capability certifications for the evaluation of measurement and testing equipment
Monitoring the capability of the measurement and testing equipment
Evaluation of suitability certificates (e.g. calibration certificate, calibration hierarchy, measuring equipment capability certificate)
Proper handling of measurement and testing equipment
Ensuring the operational readiness of measurement and testing equipment as well as adapter tools in accordance with their application cases
Ensuring the operational readiness of measurement and testing equipment as well as adapter tools in accordance with their application cases
Provision of measurement and testing equipment and adapter tools for product inspection
Relevant technical rules:
VDI/VDE 2645
Training module: Q29
Activity:
test plan preparation relating to measurement and testing equipment – preparation of test plans to ensure operational readiness (e.g. monitoring of calibration frequencies/cyclical monitoring)
Required competences:
Bolted joints and their properties
Requirements for capability certificates such as general conditions and methods for measurement and testing equipment
Preparation of test plans taking into account material and temporal relationships, if necessary, based on manufacturer’s information
Know-how of measurement and testing equipment
Evaluation of suitability certificates (e.g. calibration certificate, calibration hierarchy, measuring equipment capability certificate)
Relationships between measurement and testing equipment and the attachments/adapter tools used
Optimization of maintenance frequencies
Relevant technical rules:
DIN 1319-1 to -4
DIN 32937
DIN 51309
DAkkS-DKD-R 3-7
DAkkS-DKD-R 3-8
VDA Vol. 1
VDI/VDE 2645
VDI/VDE 2648
VDI/VDE 2646
VDI 4500 Part 1 to Part 4
Training module: Q30
Activity:
performance of the calibration of measurement and testing equipment, ensuring measuring instrument capability (measuring device capability test – MDC) of measurement and testing equipment – performance of calibrations and MDC accordance with the applicable guide-lines and standards as well as the individual requirements
Required competences:
Bolted joints and their properties
Know-how of measurement and testing equipment
Guidelines and standards in relation to a calibration/MDC
Performance of calibration and measuring device capability (MDC)
Parameters and their effects on the measurement result
Influence on test results of attachments/adapter parts on the measurement and testing equipment
Determination of the calibration capability of the measurement and testing equipment
Proper use of measurement and testing equipment
Estimation of measurement uncertainty
Relevant technical rules:
DIN 376
DIN EN ISO/IEC 17025
DIN EN ISO 6789
DAkkS-DKD-R 3-7
VDI/VDE 2645 Part 1 and Part 3
VDI/VDE 2646
VDI/VDE 2648
Training module: Q31
Activity:
maintenance and servicing of measurement and testing equipment – performance of maintenance and repair work on measurement and testing equipment
Required competences:
Operation and use of the measurement and testing equipment
Processes for the exclusion of faulty equipment
Processes for integrating (maintained/repaired) devices into the production process
Definition and optimization of maintenance frequencies, where appropriate based on manufactur-er’s information
Carrying out maintenance and repair work
Relevant technical rules:
DIN EN 13306
DIN EN 15628
DIN 31051
Training module: Q32
Activity:
performance of a process and risk analysis for the installation process – analysis of all relevant work steps with regard to possible sources of error and work safety (e.g. by means of FMEA), coordination with adjacent technical departments and documentation of the required measures
Required competences:
Bolted joints and their properties
Installation process of the proposed bolted joint
Analytical methodologies (e.g. FMEA)
Performance of analyses (e.g. FMEA)
Preparation of internal rules of behaviour and procedures as well as the preparation of work in-structions for the installation process (for the activity: production of the bolted joint)
Relevant technical rules:
VDA Vol. 4
DIN EN 60812
Training module: Q33
Activity:
provision/installation/testing of additional process-safeguarding measures – provision/installation/testing of peripherals: e.g. worker guidance, position recognition, tool coding, recommendation for purchasing
Required competences:
Bolted joints and their properties
Performance of analyses (e.g. FMEA)
Assessment of test equipment providers with regard to availability, service, delivery times, etc. at the installation location
Holistic consideration of the costs of procurement, operation, and disposal (e.g. “total cost of ownership”)
Assessment of the functionality of the process-safeguarding measure on the basis of the analyses carried out (e.g. FMEA)
Interaction of process-safeguarding systems with fastening systems
Ergonomics in relation to the process-safeguarding measure, the tightening tool, and its accesso-ries
Infrastructure at the installation location
Preparation of general technical specifications and evaluation of functional specifications
Relevant technical rules:
VDA Vol. 4
VDA Vol. 5
DIN EN 60812
VDI/VDE 2600 Part 1
Training module: Q34
Activity:
implementation of the reworking/repair strategy in the installation process – selection of alternative tightening processes and/or tightening tools in accord-ance with the required bolted joint category
Required competences:
Bolted joints and their properties
Tightening tools used and their parametrization possibilities
Installation process of the proposed bolted joint
Influence of attachments/adapter parts on tightening tools
Use of tightening tools according to the bolted joint category
Tightening process and its properties
Determination of reworking or repair strategies, as well as the specific field of technology (e.g. automotive engineering, mechanical engineering, plant engineering)
Description of any changes in the scope of documentation (e.g. time card in the case of manual installation)
Relevant technical rules:
VDI/VDE 2862
Training module: Q35
Activity:
carrying out the basic parametrization/setting of the tightening tool – initial input/adjustment of the specified target, monitoring, system, and addi-tional parameters or, in some cases, of those to be determined
Required competences:
Bolted joints and their properties
Programming of the target, monitoring, system, and additional parameters of the tightening tools
Tightening tools used and their parametrization
Installation process of the proposed bolted joint
Influence of attachments/adapter parts on tightening tools
Tightening process and its properties
Detection of possibly erroneous specifications from the activity “Definition of the target and, op-tionally, additional parameters”
Relevant technical rules:
–
Training module: Q36
Activity:
tightening process – application of the installation tools for the proposed process steps in the as-signed work area/workstation (fastening sequence, etc.)
Required competences:
Bolted joints and their properties
Determination of the usability of the tightening tools
Tightening procedures and their parameters such as torque, angle of rotation, rotation speed, and their effects on the bolted joint
Cleanliness of connecting elements (protection of the coating, lubrication, influence of friction)
Safe, correct, and appropriate use of installation tools
Rules of behaviour and procedure and also work instructions for the installation process
Initiation of measures in the case of not-OK results
Performance of the tightening process
Relevant technical rules:
–
Training module: Q37
Activity:
tightening process in the field or outside series production – tightening process during maintenance, repair, service, and modification in the field and/or outside series production
Required competences:
Bolted joints and their properties
Determination of the usability of the tightening tools
Tightening procedures and their parameters such as torque, angle of rotation, rotation speed, and their effects on the bolted joint
Cleanliness of connecting elements (protection of the coating, lubrication, influence of friction)
Safe, correct, and appropriate use of installation tools
Rules of behaviour and procedure and also work instructions for the installation process
Performance of the tightening process
Tightening tools used and, where appropriate, their parametrization
Influence of attachments/adapter parts on tightening tools
Carrying out the required documentation
Relevant technical rules:
VDI 2887
DIN EN 60300-3-14
Training module: Q38
Activity:
optimization of the set monitoring and additional parameters in compliance with the specified target parameters and, where appropriate, additional parameters – position-specific, dynamic adjustment/optimization of the monitoring parame-ters in the tightening process with the aid of procedural instructions, fastening curve analyses and statistical methods
Required competences:
Bolted joints and their properties
Interpretation of fastening curves/data
Appropriate measures or adaptation of the monitoring and additional parameters
Tightening tools/systems used (options for the monitoring functions and adjustment variables)
Influencing factors and their effects on the fastening result
Use of statistical methods
Properties of the bolted joint to be optimized
Relevant technical rules:
–
Training module: Q39
Activity:
preparation of test plans for specified bolted joints – position-related test plan creation for the random monitoring of the installation process within the context of “statistical process control” (SPC)
Required competences:
Bolted joints and their properties
Installation process of the proposed bolted joint
Know-how of statistics
Inspection strategies and their time scales
Preparation of test plans taking into account material and temporal relationships
Relevant technical rules:
VDA Vol. 4
VDA Vol. 5.2
VDI/VDE 2645 Part 3
DIN EN ISO 9001
IATF 16949
DIN 55350-33
DGQ Vol. 16-31 and 16-32
DIN ISO 7870-2
ISO 11462-1
Training module: Q40
Activity:
defining the strategy and parameters for the PCT – planning of preparatory measures for carrying out a process capability test (PCT) and the “statistical process control” (SPC) following it, selection and definition of the screw-joint-specific methods based on a screw-joint investigation
Required competences:
Bolted joints and their properties
Determination of the measurement and testing equipment to be used
Determination of the strategy and parameters for measurement
Bolted joint on the basis of the screw-joint analysis carried out
Influence of attachments on the measurement and testing equipment
Installation process of the proposed bolted joint
Know-how of statistics
Relevant technical rules:
VDA Vol. 5.2, VDI/VDE 2645 Part 3, DIN EN 15865, DIN 267-27
Training module: Q41
Activity:
measurement of bolted joints within serial production after the installation process – carrying out measurements after production of the bolted joint in series pro-duction
Required competences:
Bolted joints and their properties
Carrying out measurements
Influence on test results from attachments/adapter parts on the tightening tool or testing tool
Determination of the usability of the measurement and testing equipment
Influencing factors and their effects on the measurement result
Initiation of measures in the case of not-OK measurements, caused by errors in the measuring process
Relevant technical rules:
VDA Vol. 5.2
VDI/VDE 2645 Part 3
Training module: Q42
Activity:
measurement of bolted joints outside serial production after the installation process – carrying out measurements after production of the bolted joint outside series production (e.g. outsourced reworking, customer service)
Required competences:
Bolted joints and their properties
Determination of the usability of the measurement and testing equipment
Carrying out measurements
Initiation of measures in the case of not-OK measurements, caused by errors in the measuring process
Influencing factors and their effects on the measurement result
Influence on test results from attachments/adapter parts on the tightening tool or testing tool
Relevant technical rules:
VDA Vol. 5.2
VDI/VDE 2645 Part 3
Training module: Q43
Activity:
attributive testing of bolted joints after the installation process – carrying out tests after production of the bolted joint in accordance with the prescribed test plan, status determination (OK/not-OK)
Required competences:
Bolted joints and their properties
Determination of the usability of the test equipment
Performance of the test
Initiation of measures in the case of not-OK measurements, caused by errors in the measuring process
Influencing factors and their effects on the test result
Influence on test results from attachments/adapter parts on the tightening tool or testing tool
Relevant technical rules:
VDA Vol. 5.2, VDI/VDE 2645 Part 3
Training module: Q44
Activity:
evaluation and interpretation of the process capability test (PCT) – performance of the evaluation process specified by the test planning for the data collected by testing or measurement, if necessary, statistical processing of the collected data and provision of the results data for the introduction of measures
Required competences:
Bolted joints and their properties
Measurement and testing equipment and their mutual influence (measurement and testing equipment ↔ test object)
Initiation of measures in the case of not-OK measurements, caused by errors in the measuring process
Preparation and evaluation of the measurement and test results
Use of statistical methods
Ensuring the validity of the results data
Interpretation of a PCT
Operating principle of different tightening tools
Relevant technical rules:
VDI/VDE 2645 Part 3
Training module: Q45
Activity:
purchasing of connecting elements and components – researching and selection of suitable suppliers, carrying out the order process
Required competences:
Bolted joints and their properties
Properties of connecting elements and components
Purchase of connecting elements and components via specification/general technical specifica-tions
Relevant technical rules:
ISO 8992
ISO 898-1 to 3
Training module: Q46
Activity:
purchasing of tightening tools as well as measurement and testing equipment – researching and selection of suitable suppliers, carrying out the order process
Required competences:
Bolted joints and their properties
Purchase of tightening tools as well as measurement and testing equipment as indicated by gen-eral technical specifications
Relevant technical rules:
DIN EN ISO 9001
VDI/VDE 2862
VDMA 34160
VDI 2884
Legal requirements:
Product Liability Act (ProdHaftG)
Product Safety Act (ProdSG)
Training module: Q47
Activity:
inspection of connecting elements – measuring, testing, assessing the connection elements
Required competences:
Bolted joints and their properties
Material and surface properties of the connection elements
Friction coefficients of the connection elements
Production of connection elements
Performing the measurement and testing tasks according to the connection element specification (e.g. drawing, data sheet)
Evaluation and results determination on the basis of reconciliation of actual and target states
Relevant technical rules:
VDI 2230 Part 1 and Part 2
ISO 8992
ISO 898
DIN EN ISO 16047
DIN 7500
VDA 235-203
VDI/VDE 2645 Part 3
VDA 235-101
DIN 267-27
DIN 267-28
DIN EN 15865
ISO 3269
ISO 4042
ISO 10683
ISO 10684
Training module: Q48
Activity:
inspection of components – measuring, testing, assessing the components
Required competences:
Bolted joints and their properties
Material and surface properties of the components
Production of components
Performing the measurement and testing tasks according to the component specification (e.g. drawing, data sheet)
Evaluation and results determination on the basis of reconciliation of actual and target states
Relevant technical rules:
–
Training module: Q49
Activity:
coordination of information technology systems and software – planning and implementation of measures in the field of hardware and software in the infrastructure
Required competences:
Bolted joints and their properties
Exchange of process data
Coordination, validation and approval of information technology systems and software in the field of fastening technology (fastening data, measuring equipment, production equipment, visualiza-tions, operator guidance) in the defined infrastructure
Relevant technical rules:
ISO/IEC 33001
ISO/IEC/IEEE 29119
ISO/IEC 27001
ISO/IEC 27002
ISO/IEC 25010
IEEE 730
Training module: Q50
Activity:
Analysis of the tightening process – investigations of bolted joints with original components to clarify behaviour with regard to the parameters relevant to fastening technology, where applicable, initiation of corrective measures and their tracking, knowledge-building, knowledge retention (experience) and knowledge transfer
Required competences:
Bolted joints and their properties
Material and surface properties of components
Installation process of the proposed bolted joint
Factors influencing the target parameter; see parameters diagram in Figure 1 and Figure 2
Analytical methodologies (e.g. FMEA)
Carrying out analyses
Tightening tools used and their parameters
Interpretation of fastening trials, for example, fastening curves, statistics
Use of statistical methods
Knowledge-building, knowledge retention (experience), and knowledge transfer
Relevant technical rules:
VDI 2230
ISO 8992
ISO 898
DIN EN ISO 16047
DIN 7500
VDA 235-203
VDI/VDE 2645
VDA 235-101
DIN 267
DIN EN 15865
ISO 3269
ISO 4042
ISO 10683
ISO 10684
VDI/VDE 2862
VDA Vol. 5.2
VDI 5610
Training module: Q51
Activity:
auditing of processes and products – auditing process and product on the technical level (including that of suppliers)
Required competences:
Installation and testing process of the proposed bolted joint
Specific internal and external normative specifications in fastening technology
Product-specific requirements
Specific qualification and competence requirements in all areas to be tested
Conducting an audit in the field of fastening technology
Factors influencing the target parameter; see parameters diagram in Figure 1 and Figure 2
Relevant technical rules:
VDI/VDE 2637
DIN EN ISO 9001
IATF 16949
VDA Vol. 6 Part 1
VDA Vol. 6 Part 3
DIN EN ISO 19011
Training module: Q52
Activity:
management of employees – management, monitoring and motivation of employees
Required competences:
Implementation of current legal and normative requirements
Current committee activities
Responsibility and legal consequences
Recognition of qualification requirements (e.g., disciplinary supervisors or management) on the basis of the required qualification profiles
Provision of the required resources (time-related/monetary/structural/material)
Relevant technical rules:
DIN EN ISO 9001
IATF 16949
VDI/VDE 2862
DIN EN ISO/IEC 17025
ISO 29990
DIN SPEC 91281
Legal requirements:
Product Liability Act (ProdHaftG)
Product Safety Act (ProdSG)
Machinery Directive (2006/42/EU)
Pressure Equipment Directive (2014/68/EU)
