Workshop Management Guideline EN
Workshop Management Guideline EN
MSF-OCA 2020
Guideline for MSF Vehicle Workshop Management
This guideline is intended in helping logistics coordinators, fleet managers and logisticians in the set-up of vehicle
workshops and the subsequent administration mainly for the maintenance of MSF standard land cruisers.
Contents
Guideline for MSF Vehicle Workshop Management............................................................................... 1
1 Workshop Establishment requirements .................................................................................................... 2
2 Workshop Sizes and Requirements .......................................................................................................... 2
2.1 “Basic Workshop” .................................................................................................................................. 2
Tools & Equipment:...................................................................................................................................... 2
2.2 “Midsize Workshop”............................................................................................................................... 3
Tools & Equipment:...................................................................................................................................... 3
2.3 “Professional Workshop” ...................................................................................................................... 4
Tools & Equipment:...................................................................................................................................... 4
3 Workshop location and design considerations ........................................................................................ 4
4 Health and Safety ......................................................................................................................................... 5
BASIC WORKSHOP SAFETY .................................................................................................................. 6
5 Workshop administration............................................................................................................................. 7
5.1 Weekly check planning ......................................................................................................................... 7
5.2 Service planning .................................................................................................................................... 7
5.3 Documentation ....................................................................................................................................... 8
5.4 Performance Monitoring: ...................................................................................................................... 8
6 ANNEX ........................................................................................................................................................ 9
6.1 ANNEX: Example Workshop plans .................................................................................................... 9
6.1.1 workshop management guideline ANNEX 6.1.1 ....................................................................... 9
6.1.2 workshop management guideline ANNEX 6.1.2 ....................................................................... 9
6.2 ANNEX: Flowchart- Procedure vehicle maintenance and management .................................... 10
6.3 ANNEX: Example Vehicle Planning Board ...................................................................................... 11
6.4 ANNEX: Example Workshop Service Planning sheet ................................................................... 12
6.5 ANNEX: roles and Reponsibilities .................................................................................................... 13
Guideline for work shop management - OCA 1 published: Ma 2020, last save: 01/05/2020
1 WORKSHOP ESTABLISHMENT REQUIREMENTS
If you could get a good external workshop around the corner, do not start your own! Either buy the service
from a commercial workshop or cooperate with an existing MSF or other NGO’s workshop. Remember that
costs should never be the guiding principle: quality is! Prefer a workshop that has a good quality over on e
that has the lowest price. If there is no good quality workshop with acceptable costs available, then start your
own.
In general, the choice between setting up an MSF workshop and using external sources is based on
considerations of:
Quality of external service versus internal service;
Availability of external service versus internal service;
Cost of external service versus internal service.
For all three points, the size of fleet and the road condition (severe or normal) is an important determinant
as well as scope (what tasks need to be performed). In remote projects where MSF usually operates, the
availability of external workshops is very poor to non-existent. Therefore, setting up a MSF workshop is often
an operational necessity, even for small fleet.
The establishment of any vehicle workshop will need substantial investment particularly the midsize and
professional workshops, this should be brought to the attention of management teams in order to allocate
and approve sufficient budget for the set-up of the workshop facilities.
1Severe conditions: average speed below 20km/h, frequent mud in the rainy season
Guideline for work shop management - OCA 2 published: Ma 2020, last save: 01/05/2020
KPROKTOO21: KIT CONSUMABLES for mechanical workshop
PTOOLIFTJ0255: TROLLEY JACK, 2T <55cm, professional
KPROZNL0047: KIT, SMALL COMPRESSOR + accessories
PTOOVICES12: BENCH VICE swivel-base, 360°, 150mm, 1222.125
Working bench (local made from wood boards or sheet metal)
Bench grinder
Battery charger
Pressure cleaner
Note: When setting up a basic workshop, consider the possibility of a growing fleet size and ensure there will
be adequate free spaces for future extension/upgrading to “Midsize Workshop”.
2Severe conditions: average speed below 20km/h, frequent mud in the rainy season
Guideline for work shop management - OCA 3 published: Ma 2020, last save: 01/05/2020
2.3 “PROFESSIONAL WORKSHOP”
With over 15 vehicles you need to have a professional workshop equipped with professional tools and
equipment with the following requirements.
Minimum two pits, or car lifts, and three working bay which facilitates to work on three cars at the
same time.
Staffing will be one workshop supervisor, 2 mechanics and 1 assistant mechanic (optional).
Washing ramp for cars with pressure water cleaner,
A washing servicing area for parts and other small equipment
A separate screened off area for welding and metal work
Spare-parts and tool store
Workshop supervisor/mechanic office with desks + computer, for maintenance paper work process
(vehicle service report, job cards), storing vehicle file s, vehicle manuals etc…
A changing room for the staff with lockers, toilet and washroom.
Do involve the HQ technical referent in your design and set-up of such a workshop
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Personal Protective Equipment (PPE) must be made available
Protective boots and overalls should be issued to all mechanics
Protective gloves, eye goggles, welding masks, etc, should be available at all time for staff to
use as necessary.
Compliance with local legislation concerning the correct disposal procedures for vehicle fluids
If there are none then as a minimum the fluids should be captured, stored and then disposed
off doing utmost to ensure that there is no damage to the environment or people.
Prevention of spills.
Inspection pits to be closed off when not in use.
Lifting equipment to be maintained to manufacturers’ guidelines and maximum weights not to be
exceeded.
The form of lighting in use in and around the vehicle workshop must be checked for safety, e.g. no
naked lights, oil lamps or gas lanterns.
Smoking must not be permitted inside a vehicle workshop.
Accident reporting procedures must be established.
First Aid and emergency health procedures must be established including staff training.
First Aid kit and fire extinguishers to be kept in the workshop.
Regular monitoring of health and safety procedures in vehicle workshops.
Guideline for work shop management - OCA 6 published: Ma 2020, last save: 01/05/2020
5 WORKSHOP ADMINISTRATION
5.1 WEEKLY CHECK PLANNING
Weekly checks are considerably more detailed than the daily checks and should be done every week for
severe road conditions
o Sufficient time (recommended 3-4 hrs) should be allocated in order to the mechanics and drivers
perform the tasks properly
o For normal road conditions, checks can be done every 2 weeks
Weekly checks should be planned during the workdays and need to be integrated in the weekly movement
planning and reflected in the movement planning whiteboard
o Avoid doing weekly checks in the weekends as there is possibility of the mechanics/drivers doing it
in a rush which leads to problems not being seen and rectified
Remember that in severe road conditions weekly checks accounts for up to 70% of the workshop time
because minor repairs (changing suspension bushes, re placing brake pads/shoes etc) frequently take place
Properly done weekly checks significantly reduce unexpected breakdowns, increasing both safety and
vehicles availability for operations
5.2 SERVICE PLANNING
In addition to weekly checks there is a planned service schedules for each vehicle and generators. In MSF
standards, vehicles must be serviced every 3000km for severe condition and 5000kms for normal condition.
In very good conditions, service intervals may be longer. As servicing vehicles take place at regular intervals
it can be easily planned a month in advance. There are a number of ways to improve this planning and
ensure that service requirements are met with minimum disruption to operations. The following should be
considered:
Implementation of service planning board that to be updated on weekly basis . An example template
can be found in 6.3 ANNEX: Example Vehicle Planning Board
In addition to the planning board it also highly recommended to maintain electronic service planning
form using Excel sheet in a computer particularly for midsize and professional workshops. An example
is shown in ANNEX and an example file at the logistic expertise website.
By monitoring the number of kilometre’s travelled each week and month it will be easier to predict on
approximately which date the next service will be due.
Once there is a good prediction of when the next service is due, then the mechanics/head drivers and
logisticians should coordinate so as to cause no or minimal disruption to operational activities.
Have a “next service” sticker, and attached in a clear position (e.g. windscreen, dashboard) as a clear
reminder to the driver. Drivers take responsibility to ensure that the next scheduled service is not
missed.
It is often difficult to coordinate a vehicle’s availability for regular maintenance, the time to perform a good
quality job, and ensure the necessary spare-parts will be on hand. To reduce work burden on the supply
team and ensure parts are on hand, it can be useful to have a “grab stock” of frequently needed parts.
Please refer to the Logistics Expertise Website and the document “Guideline for internal spare parts order
management at project level”. For a workshop in severe conditions some larger over-hauled parts could be
kept on hand. For a large workshop this could be a complete front axle and for smaller workshops this could
be a set of lower arms where the bushes are difficult to replace without a hydraulic press.
Guideline for work shop management - OCA 7 published: Ma 2020, last save: 01/05/2020
5.3 DOCUMENTATION
It is imperative to keep accurate maintenance & repair records in the workshop. Individual vehicles files for
keeping the records of vehicle service reports or job cards, weekly checks copies of invoices/receipts for
outsourced works (body repairs, injection pump repairs etc..) should be established.
Vehicle log books must always be completed for services and any maintenance interventions done
between services
Log books must be checked prior to any service or repair commencing in the workshop.
For every weekly check carried out in the workshop the standard form should be filled in and filed for
individual vehicles. Use the following forms 4 located in the log admin kit (LAK):
1P Weekly checks severe conditions land cruiser
1P-1 Weekly checks normal conditions land cruiser
A record should be made for every service carried out in the workshop with: details of the work
carried out, the number of hours worked, the person preforming the work, the spare parts used, and
their cost. Use the service report form or the job card (use job card for midsize and professional
workshop)
1H vehicle service report (2011).doc
Vehicle Service & Repair Job Card
Ensure that all the documentation is done (service reports/job cards, Log books, service sticker) before
releasing the vehicles from the workshop
Separate filed documentation by vehicle to avoid confusion
Keep accurate inventory of workshop tools & equipment, and carry out physical count on regular basis,
to identify lost and damaged tools
4Ensure to check the logistics website regularly for any updated documents
5Bench mark of 10% vehicle downtown is recommended
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6 ANNEX
workshop
management guideline ANNEX 6.1.1.pdf
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6.2 ANNEX: FLOWCHART- PROCEDURE VEHICLE MAINTENANCE AND MANAGEMENT
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6.3 ANNEX: EXAMPLE VEHICLE PLANNING BOARD
Vehicle Service Planning Board
Planned
Last Next Remaining date for
KM done Service Km Service Km Km for Next next
Vehicle No. Date Current KM this week & Type & Type Service service Remark
Guideline for work shop management - OCA 11 published: Ma 2020, last save: 01/05/2020
6.4 ANNEX: EXAMPLE WORKSHOP SERVICE PLANNING SHEET
File found in Fleet Management - Documents\templates and with this document as workshop management guideline ANNEX 6.4
SEIRRA LEONE VEHICLES & GENERATORS SERVICE PLANNING
Updated: 05-06-2012 FREETWON AND MAGBURAKA
MM-DD-YYYY
LAST SERVICE NEXT SERVICE AVERAGE TYPE OF LAST TYPE OF NEXT KM/HR REMAINING DAYS REMAINING EXPECTED DATE OF
PROJET MOBILE MODEL ACTUAL KM/HR REMARK
KM/HR KM/HR KM/MONTH SERVICE DONE SERVICE FOR NEXT SERVICE FOR NEXT SERVICE NEXT SERVICE
FREETOWN H01 HZJ78L-RJMRSV Hard Top Mk3 64,990 60,543 65,543 3200 B A2 553 5 10-Jun-12
FREETOWN H02 HZJ78L-RJMRS Hard Top Mk3 67,230 65,315 70,315 3200 A2 C 3,085 29 4-Jul-12
MAGBURAKA H03 DAF YA 4440 DT405 45,271 44,725 49,725 1000 C A1 4,454 135 18-Oct-12
MAGBURAKA H04 HZJ79L-TJMRS Pick-Up Mk3 33,450 30,204 35,204 2,000 A2 C 1,754 27 1-Jul-12
MAGBURAKA H05 HZJ78L-RJMRS Hard Top Mk3 42,408 41,109 46,109 2,000 A2 Special 3,701 56 31-Jul-12
FREETOWN H06 HZJ78L-RJMRS Hard Top Mk3 40,890 39,461 44,461 1500 C A1 3,571 72 16-Aug-12
FREETOWN H07 HZJ78L-RJMRS Hard Top Mk3 56,655 54,418 59,418 1500 Special A1 2,763 56 31-Jul-12
MAGBURAKA H08 HZJ78L-RJMRS Hard Top Mk3 49,426 49,426 54,426 2,500 Special A1 5,000 61 4-Aug-12
FREETOWN H10 HZJ78L-RJMRS Hard Top Mk3 39,062 38,517 43,517 2,500 A2 Special 4,455 54 29-Jul-12
MAGBURAKA H11 HZJ78L-RJMRS Hard Top Mk3 56,404 55,388 60,388 2,000 A1 B 3,984 61 4-Aug-12
MAGBURAKA H12 HZJ79L-TJMRSV Pick-Up Mk3 24,943 19,777 24,777 2,000 A1 B -166 0 5-Jun-12
FREETOWN H13 LH202L-REMDE HAICE MINIBUS, 5LE 53,258 51,436 56,436 2,500 B A2 3,178 39 13-Jul-12
MAGBURAKA H14 HZJ78L-RJMRS Hard Top Mk3 43,481 38,007 43,007 3,000 A2 Special -474 0 5-Jun-12
MAGBURAKA H15 HZJ78L-RJMRS Hard Top Mk3 54,952 50,082 55,082 3,000 Special A1 130 1 6-Jun-12
FREETOWN H17 HZJ79L-TJMRSV Pick-Up Mk3 21,449 21,207 26,207 1,500 A1 B 4,758 96 9-Sep-12
FREETOWN H18 HZJ79L-TJMRSV Pick-Up Mk3 26,725 25,410 30,410 1,500 B A2 3,685 75 18-Aug-12
MAGBURAKA H19 LH202L-REMDE HAICE MINIBUS, 5LE 73,815 70,111 75,111 4,500 A2 C 1,296 9 13-Jun-12
MAGBURAKA Gen 2 Office SDMO T16K 967 800 1,050 270 A2 C 83 9 14-Jun-12
MAGBURAKA Gen 4 Office SDMO T16K 1,158 1,063 1,313 270 C A1 155 17 22-Jun-12
MAGBURAKA Gen 1 Warehouse SDMO T16K 4,607 4,468 4,718 60 A1 B 111 56 31-Jul-12
MAGBURAKA Gen 3 Warhouse SDMO T16K 4794 4780 5,030 60 A2 C 236 120 2-Oct-12
MAGBURAKA Gen 5 Hospital SDMO T6KM 5364 5269 5,519 360 A2 C 155 13 18-Jun-12
MAGBURAKA Gen 6 Hospital SDMO T6KM 1335 1255 1,505 360 C A1 170 14 19-Jun-12
FREETOWN Gen 23 House1 FG WILSON
FREETOWN Gen 25 Office PERKINS
FREETOWN Gen 27 House6 LISTER PETTER
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6.5 ANNEX: ROLES AND REPONSIBILITIES
WEEKLY CHECKS Head Driver/Project Log Driver w ith Mechanics Weekly check list 1. Driver w ith mechanic is direct responsible for doing w eekly checks
Head driver 2. Driver comes to Head-Driver w ith problem they fill in the Log-Book.
- VSR/Job card
DIAGNOSTIC Driver report of failures Mechanic/Workshop 3. Make an appointment w ith the Workshop supervisor
- Log book
supervisor 4. Call Fleet manager for consult if necessary
Mechanic - VSR/Job card 5. Head Driver fill in VSR w ith the w orkshop supervisor and make an appointment for
Workshop supervisor/ repair.
REPAIR Assistant- - Log book
Mechanic
Mechanic/Driver - Planning board 6. The driver needs to stay w ith the car and help the mechanic w hen requested.
Workshop Workshop - VSR/Job card 7. Workshop supervisor make a list of spares, material or jobs outside MSF w ork-shop and
GET PARTS – Grab stock
supervisor/Mechanic supervisor/Mechanic - Log book checks the grab stock and if need be w ith storekeeper availability in spare part store.
- Request form
10. Workshop supervisor/mechanic makes external Request for job or materials authorized
OUSIDE JOBS OR PARTS Workshop supervisor Purchase-Responsible External request form
by Supply-Log. Workshop supervisor checks the quality of spare parts and outside jobs
Log book updated, Once the w ork is completed the mechanic should take the vehicle for a test drive w ith the
Workshop Workshop
driver. If satisfied the both should sign on the service report/ job card then the vehicle
Supervisor/Mechanic Supervisor/Mechanic VSR or Job cards
ANALYSE TERMINATION released from the w orkshop
completed
OF WORK and Driver (sometimes
Workshop supervisor/Mechanic verifies that the w ork has been completed satisfactorily
accompanied by Head
Fleet-manager and new spare parts and materials w ith prices, time spent on the job, and all the required
driver).
information filled-out on the service report/job card and vehicle log book.
Guideline for work shop management - OCA 13 published: Ma 2020, last save: 01/05/2020