Assessor Resource

LMTTF3001A
Identify customer requirements (on site)

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to identifying and documenting customer requirements from the customer and from a site inspection, using discretion, initiative and judgement on the job.

All elements of this unit are performed under the general guidance and review of a supervisor.

Work may be conducted in a variety of environments, such as:

operational indoor workplaces

operational outdoor workplaces

restricted or confined spaces

hazardous or exposed conditions

Work may be conducted in small to large scale enterprises and may involve individual and team activities. Work is performed within defined procedures under direct supervision.

The application of this unit is according to OHS practices of the enterprise and workplace practices, which may include:

requirements prescribed by legislation, awards, agreements and conditions of employment

standard operating procedures

work instructions

oral, written and visual communication

quality practices, including responsibility for maintenance of own work quality and contribution to quality improvement of team or section output

housekeeping

tasks related to environmental protection, waste disposal, pollution control and recycling

This unit requires the application of communication and team work skills to gain customer information and confirm job requirements. Problem solving and initiative and enterprise skills are required to ensure all required information is obtained during site visit and on site protocols are adhered to.

This unit covers the skills and knowledge required to establish and document customer requirements on site with the customer.

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

Prerequisites

Prerequisites

Employability Skills

This unit contains employability skills.



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.

The Evidence Guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for the Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Demonstrates skills and knowledge to:

interpret work requirements

interpret specifications and instructions for products and materials offered to customers

conduct an inspection of the site to determine work requirements

arrange and adapt to work area, to enable inspection to be conducted safely and efficiently

document and communicate work related information; including measurements, specifications, customer details and requirements

comply with all relevant safety requirements including safe use of ladders, steps, measuring tools (including laser devices), and other equipment

Consistently applies skills and knowledge when:

organising work

completing tasks

identifying improvements

using workplace practices

using OHS practices

recording and reporting accidents and incidents

assessing operational readiness of equipment used and work processes

recognising and adapting to cultural differences in the workplace, including modes of behaviour and interactions

completing work systematically with attention to detail without damage to goods and equipment

Context and specific resources for assessment

Assessment may occur on the job or in an appropriately simulated environment and requires access to work areas, materials and equipment, and to information on workplace practices and OHS practices.

Guidance information for assessment

This unit may be assessed independently or in combination with other relevant units. However, it may be found convenient to assess it in conjunction with LMTTF2005A Translate information into measurements or diagrams.

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.

This describes the essential skills and knowledge and their level required for this unit.

Demonstrates knowledge of:

hazards associated with working at heights

range of products and services offered by the workplace

principles of operating products and equipment

types of materials and their applications

limitations of canvas and other materials used

types of strengthening and fastenings

the service life of different materials

instruments and techniques for measuring

mathematical processes

mathematical formulae (eg areas, volumes)

labour rates and approximate costs of products and materials

power sources such as single phase, three phase, and weather protected outlets

environmental requirements of relevant industry and workplace procedures

general industry housekeeping policies and procedures

OHS practices, including hazard identification and control measures

quality practices

workplace practices

practices for recording and reporting

Demonstrates skills to:

locate and interpret technical information about products, materials, equipment, and operating procedures

greet customer in an appropriate manner

demonstrate product knowledge

identify and confirm customer needs

ask appropriate questions

clarify areas of ambiguity

provide feedback to customer

estimate costs

read, interpret, and follow information on work specifications, standard operating procedures and work instructions, and other reference material

maintain accurate records

communicate within the workplace

sequence operations

meet specifications

clarify and check task-related information

carry out work according to OHS practices

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the Performance Criteria, is detailed below. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs if the candidate, accessibility of the item, and local industry and regional contexts.

Legislative/regulatory requirements

All work must comply with relevant Federal and State or Territory legislative or regulatory requirements.

Customer requirements may include

types of materials

types of products and equipment

operating principles and mechanisms

costs

timelines

colours

size, dimensions, shape

delivery and installation dates

installation procedure to be followed

OHS practices

OHS practices must include hazard identification and control, risk assessment and implementation of risk reduction measures specific to the tasks described by this unit, and may include:

manual handling techniques

standard operating procedures

personal protective equipment

safe materials handling

taking of rest breaks

ergonomic arrangement of workplaces

following marked walkways

safe storage of equipment

housekeeping

reporting accidents and incidents

other OHS practices relevant to the job and enterprise

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
Contact and rapport is established with the customer 
Personal identification is provided and purpose of visit confirmed 
Process for ascertaining customer's needs is explained 
Permission is obtained to inspect location, take measurements and gather relevant information 
Customer requirements are identified by gathering detailed information from customer 
Preliminary product information and options are presented and discussed with customer 
Customer requirements are documented 
Ladders or steps are used in accordance with OHS practices where necessary 
Ladders, steps or bosun's chair are appropriately selected to enable inspection of site and taking of measurements 
Ladder or other device is secured and adequately supported 
Appropriate barriers and signs are erected when operator is overhead 
Assistance is used as necessary when working above ground or deck 
Safe anchor points for products or other relevant architectural or marine structural equipment are identified 
Measurements are taken and special features likely to affect installation of products or their performance in service are noted 
Results of inspection are recorded 
Items shifted or removed during the information gathering process are replaced 
Customer equipment used in the inspection process is returned 
Customer is notified when operator is leaving the site 

Forms

Assessment Cover Sheet

LMTTF3001A - Identify customer requirements (on site)
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

LMTTF3001A - Identify customer requirements (on site)

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: