Assessor Resource

HLTARO002
Source and prepare aromatherapy products

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to source safe and reliable aromatherapy ingredients and products, and to prepare customised oil blends and other products for use in aromatherapy practice using a sound knowledge of chemistry. It does not include the preparation of aromatic medicines for internal use.

This unit applies to aromatherapists.

The skills in this unit must be applied in accordance with Commonwealth and State/Territory legislation, Australian/New Zealand standards and industry codes of practice.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Recognise factors that affect chemistry and quality of aromatherapy products

1.1 Evaluate the chemistry and chemical processes that affect the properties and quality of aromatherapy products

1.2 Evaluate the impact of different production processes on the chemistry and quality of aromatic plant oils

2. Source product suppliers

2.1 Establish options for the supply of natural and manufactured aromatherapy products

2.2 Evaluate the quality of suppliers and their products based on standards used to indicate aromatic plant oil quality

2.3 Obtain products from authorised and reputable sources

3. Handle and store products

3.1 Determine storage requirements for different types of aromatherapy ingredients and products

3.2 Maintain ingredient and product integrity through correct handling and storage

3.3 Maintain stock levels according to clinic requirements

4. Prepare oil formulations for use in products

4.1 Establish form and quantity of products from order or treatment plan

4.2 Select and assemble ingredients according to order or client requirements

4.3 Select, check and prepare equipment for operational readiness

4.4 Follow procedures to prevent contamination of or by the product

4.5 Make accurate calculations for quantities and ratios

4.6 Blend ingredients according to aromatherapy methodology

5. Finalise product processes

5.1 Package and label correct quantities into suitable containers with clear and accurate labelling as per legal requirements

5.2 Provide accurate instructions for administration and care of products as required

5.3 Complete accurate documentation according to clinic guidelines and legal and workplace requirements

The candidate must show evidence of the ability to complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the job role. There must be evidence that the candidate has:

investigated and confirmed reliable sources of natural and manufactured aromatherapy products

followed preparation processes that meet pharmaceutical guidelines and legal requirements for at least 20 different aromatherapy products:

checked materials and equipment

followed processes that protect integrity of the product

made accurate calculations and measurements

packaged and accurately labelled products

completed accurate documentation

prepared different product types, including all of the following at least 3 times:

creams

ointments

lotions

oil blends

tinctures

extracts

gels

balms

The candidate must be able to demonstrate essential knowledge required to effectively complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the work role. This includes knowledge of:

legal and ethical considerations (national and state/territory) for the preparation and supply of aromatherapy products:

Therapeutic Goods Administration (TGA) guidelines

labelling

principles of manufacturing

quality control procedures

records management

work health and safety – hazards and controls for aromatherapy products

chemistry fundamentals used in aromatic therapy product preparation:

classification of substances

understanding matter

chemical reactions

atomic structure, elements and the periodic table

molecules, molecular formula and compounds

bonding

isoprene units

variability in carbon-based molecular structure

name and structure of functional groups

alcohols

phenols

aldehydes

ketones

acids

esters

ethers

solubility and the differences between hydrophilic, hyrdrophobic, lipophilic and lipophobic

sources of aromatherapy ingredients and products and methods to determine quality of supplies

plant identification systems

common names

synonym

botanical names

plant families

essences and how they relate to plant materials

processes used to obtain aromatic material:

extraction methods

distillation

cohabation

rectification

differences between essential oils and carrier oils

origins, chemical components, properties and uses of at least 60 essential oils, including interactions and synergies:

odiferousity

volatility

flammability

concentration

viscosity

lipophilicity

origins, chemical components, properties and uses of at least 15 carrier oils:

grading process

how they are used as additives

extraction methods

features of other mediums used as carrier oils in aromatherapy:

alcohol

clay

creams

dispersants

gels

hydrosols

macerations

lotions

ointments

tinctures

water

techniques to prepare aromatherapy products from source materials, including:

creams

ointments

lotions

oil blends

tinctures

extracts

gels

balms

aromatherapy product preparation equipment and instrumentation components, their purpose and operation

handling and storage requirements to maintain integrity of products before, during and after preparation:

types and colour of containers

decantation

use of drop dispensers

exposure to heat and light

types of instructions that accompany aromatherapy products, including dosage and treatment protocol

Skills must have been demonstrated in the workplace or in a simulated dispensary environment that reflects workplace conditions. The following conditions must be met for this unit:

use of suitable facilities, equipment and resources, including:

secure storage areas

measuring equipment

sterile containers

labels

natural and manufactured aromatherapy products

modelling of industry operating conditions, including preparation of products for the general public

supervision by a person who meets the assessor requirements outlined below

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors.

In addition, assessors must:

have at least 3 years current clinical experience working as a clinical aromatherapist providing services to the general public

hold practising membership of an Australian professional body that represents clinical aromatherapists

fulfil the continuing professional development requirements of the professional body to which they belong


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Recognise factors that affect chemistry and quality of aromatherapy products

1.1 Evaluate the chemistry and chemical processes that affect the properties and quality of aromatherapy products

1.2 Evaluate the impact of different production processes on the chemistry and quality of aromatic plant oils

2. Source product suppliers

2.1 Establish options for the supply of natural and manufactured aromatherapy products

2.2 Evaluate the quality of suppliers and their products based on standards used to indicate aromatic plant oil quality

2.3 Obtain products from authorised and reputable sources

3. Handle and store products

3.1 Determine storage requirements for different types of aromatherapy ingredients and products

3.2 Maintain ingredient and product integrity through correct handling and storage

3.3 Maintain stock levels according to clinic requirements

4. Prepare oil formulations for use in products

4.1 Establish form and quantity of products from order or treatment plan

4.2 Select and assemble ingredients according to order or client requirements

4.3 Select, check and prepare equipment for operational readiness

4.4 Follow procedures to prevent contamination of or by the product

4.5 Make accurate calculations for quantities and ratios

4.6 Blend ingredients according to aromatherapy methodology

5. Finalise product processes

5.1 Package and label correct quantities into suitable containers with clear and accurate labelling as per legal requirements

5.2 Provide accurate instructions for administration and care of products as required

5.3 Complete accurate documentation according to clinic guidelines and legal and workplace requirements

The candidate must show evidence of the ability to complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the job role. There must be evidence that the candidate has:

investigated and confirmed reliable sources of natural and manufactured aromatherapy products

followed preparation processes that meet pharmaceutical guidelines and legal requirements for at least 20 different aromatherapy products:

checked materials and equipment

followed processes that protect integrity of the product

made accurate calculations and measurements

packaged and accurately labelled products

completed accurate documentation

prepared different product types, including all of the following at least 3 times:

creams

ointments

lotions

oil blends

tinctures

extracts

gels

balms

The candidate must be able to demonstrate essential knowledge required to effectively complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the work role. This includes knowledge of:

legal and ethical considerations (national and state/territory) for the preparation and supply of aromatherapy products:

Therapeutic Goods Administration (TGA) guidelines

labelling

principles of manufacturing

quality control procedures

records management

work health and safety – hazards and controls for aromatherapy products

chemistry fundamentals used in aromatic therapy product preparation:

classification of substances

understanding matter

chemical reactions

atomic structure, elements and the periodic table

molecules, molecular formula and compounds

bonding

isoprene units

variability in carbon-based molecular structure

name and structure of functional groups

alcohols

phenols

aldehydes

ketones

acids

esters

ethers

solubility and the differences between hydrophilic, hyrdrophobic, lipophilic and lipophobic

sources of aromatherapy ingredients and products and methods to determine quality of supplies

plant identification systems

common names

synonym

botanical names

plant families

essences and how they relate to plant materials

processes used to obtain aromatic material:

extraction methods

distillation

cohabation

rectification

differences between essential oils and carrier oils

origins, chemical components, properties and uses of at least 60 essential oils, including interactions and synergies:

odiferousity

volatility

flammability

concentration

viscosity

lipophilicity

origins, chemical components, properties and uses of at least 15 carrier oils:

grading process

how they are used as additives

extraction methods

features of other mediums used as carrier oils in aromatherapy:

alcohol

clay

creams

dispersants

gels

hydrosols

macerations

lotions

ointments

tinctures

water

techniques to prepare aromatherapy products from source materials, including:

creams

ointments

lotions

oil blends

tinctures

extracts

gels

balms

aromatherapy product preparation equipment and instrumentation components, their purpose and operation

handling and storage requirements to maintain integrity of products before, during and after preparation:

types and colour of containers

decantation

use of drop dispensers

exposure to heat and light

types of instructions that accompany aromatherapy products, including dosage and treatment protocol

Skills must have been demonstrated in the workplace or in a simulated dispensary environment that reflects workplace conditions. The following conditions must be met for this unit:

use of suitable facilities, equipment and resources, including:

secure storage areas

measuring equipment

sterile containers

labels

natural and manufactured aromatherapy products

modelling of industry operating conditions, including preparation of products for the general public

supervision by a person who meets the assessor requirements outlined below

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors.

In addition, assessors must:

have at least 3 years current clinical experience working as a clinical aromatherapist providing services to the general public

hold practising membership of an Australian professional body that represents clinical aromatherapists

fulfil the continuing professional development requirements of the professional body to which they belong

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
 
Evaluate the chemistry and chemical processes that affect the properties and quality of aromatherapy products 
Evaluate the impact of different production processes on the chemistry and quality of aromatic plant oils 
Establish options for the supply of natural and manufactured aromatherapy products 
Evaluate the quality of suppliers and their products based on standards used to indicate aromatic plant oil quality 
Obtain products from authorised and reputable sources 
Determine storage requirements for different types of aromatherapy ingredients and products 
Maintain ingredient and product integrity through correct handling and storage 
Maintain stock levels according to clinic requirements 
Establish form and quantity of products from order or treatment plan 
Select and assemble ingredients according to order or client requirements 
Select, check and prepare equipment for operational readiness 
Follow procedures to prevent contamination of or by the product 
Make accurate calculations for quantities and ratios 
Blend ingredients according to aromatherapy methodology 
Package and label correct quantities into suitable containers with clear and accurate labelling as per legal requirements 
Provide accurate instructions for administration and care of products as required 
Complete accurate documentation according to clinic guidelines and legal and workplace requirements 

Forms

Assessment Cover Sheet

HLTARO002 - Source and prepare aromatherapy products
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

HLTARO002 - Source and prepare aromatherapy products

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: