The Titles and Duties shown below are those in general use. However it is accepted by the HKIE that with the wide variation in size of companies involved, from very large to small. The 'duties' given provide guidance only and will, in some cases, need to be adapted whilst remaining in the spirit of what is intended, to meet the existing company situation. In some companies with long established training schemes, the HKIE approval could be given for the company Training Staff titles in use, if different from the HKIE titles, to be retained.
Head of Office (HoO)
Head of Office is a person high in the line management whose position can influence top management decisions related to training (and budgets). The HoO has the overall responsibility for the training scheme within the company.
Engineering Supervisor (ES) - General
The ES is required to be at least an Associte Member of the HKIE and in the same discipline as the trainees under his/her supervision. The ES is the 'defacto' representative of the HKIE in the company and as such assumes the personal responsibility to ensure trainees receive the agreed training, for maintaining the standards expected and in achieving the aims of the training.
In this it is expected that the ES will hold regular meetings with each trainee on a 'one-to-one' basis to monitor trainee progress. An aim for such meetings being to assess the trainee's strengths and weaknesses and to help motivate and encourage the trainee to develop the technical and personal qualities required.
It is expected that the ES understands the use and advantages of the Training-by-Objectives approach to the assessment of a trainee and the relevant roles of the Training Log Book, CPD Log Book, Record of Objectives, as well as matters pertaining to Exemption from the training scheme.
The appointment of all ESs requires the HKIE approval. Applicants will be invited to attend an ES Workshop which are usually held every 3 months on Saturday mornings. Successful applicants will receive a Certificate after the approval by the Training Committee.
There are 2 kinds of Engineering Supervisors:
Internal Engineering Supervisor (IES)
IES is an employee of the company who assumes the responsibilities as above and who is expected to see each trainee individually at least once a quarter to objectively assess progress related to training and personal development. The ratio of trainees to IES is a maximum of 12 to 1.
In companies where the number of trainees in discipline exceeds the permitted ratio (of 12 to 1) then additional IESs are required to meet this requirement. In
Staff members should be proposed (to the HKIE) as IESs in the normal way.
Trainees should be designated to an IES by name, copies of which should be sent to the HKIE.
The company should appoint one of the IESs as the co-ordinator whose role will be to help ensure a standard implementation of the HKIE training policy within the company and as the contact person with the HKIE.
External Engineering Supervisor (EES)
In exceptional cases where a qualified technologist or Engineer is not available within the company the appointment of an EES is permitted by the HKIE. In such cases it is expected that the EES will assume the responsibilities as above and will visit trainees on site (that is at the company offices, in the factory or at a site) at least once per month. (If the trainee is based in the PRC then at least once per quarter the monthly meeting should be in the company's PRC facilities.) The ratio of trainees to an EES is a maximum of 4 to 1. An EES can be approved on an exceptional basis for a maximum of 2 companies but the combined total of trainees for the 2 companies remains at 4.
If a company has all the other resources necessary to cope with more than 4 trainees in a discipline, then on the normal 'case-by-case' basis the HKIE will consider applications for more than one EES, where each EES is to be assigned to not more than 4 designated 'named' trainees. In such cases: -
Suitably qualified persons should be proposed (to the HKIE) as EESs in the normal way.
Trainees should be designated to an EES by name, copies of which should be sent to the HKIE.
The company will act as the co-ordinator for the EESs and as the contact point for the HKIE.
The arrangement, preferably contractual, between the company and the EES should be such as to place the EES in no less an advantageous position, with regard to management control of the training scheme, than would apply to an IES on the company staff full-time.
The Tutor is preferably, but not exclusively, to whom the ES delegates the responsibility for 'day-to-day' contact with trainees. In most cases this role is as a Personal Tutor who remains with named trainees for the whole of their training period, irrespective of the department or section to which they are attached, to ensure good continuity and to allow a personal relationship to build up. The ratio of trainees to Tutor is a maximum of 4 to 1.
The role of the Personal Tutor is particularly important when an EES is appointed as the Tutor must take on some of the duties of an ES and provide the link between the company and the EES.
No formal interview / workshop is required for the appointment of a Tutor although the relevant educational and professional details of the proposed Tutor are required to be sent to the HKIE for approval.
Note - The Engineering Supervisor and the Tutor cannot be the same person for the same trainee as ES and Tutor have different roles to play.
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