The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

A person who demonstrates competency in this unit must be able to balance equipment. Competency in this unit cannot be claimed until all prerequisites have been satisfied.

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

Assessors must be satisfied that the candidate can competently and consistently perform all elements of the unit as specified by the criteria, including required knowledge, and be capable of applying the competency in new and different situations and contexts.

Context of and specific resources for assessment

This unit may be assessed on the job, off the job or a combination of both on and off the job. Where assessment occurs off the job, that is the candidate is not in productive work, then an appropriate simulation must be used where the range of conditions reflects realistic workplace situations. The competencies covered by this unit would be demonstrated by an individual working alone or as part of a team. The assessment environment should not disadvantage the candidate.

This unit could be assessed in conjunction with any other units addressing the safety, quality, communication, materials handling, recording and reporting associated with balancing equipment or other units requiring the exercise of the skills and knowledge covered by this unit.

Method of assessment

Assessors should gather a range of evidence that is valid, sufficient, current and authentic. Evidence can be gathered through a variety of ways including direct observation, supervisor's reports, project work, samples and questioning. Questioning techniques should not require language, literacy and numeracy skills beyond those required in this unit of competency. The candidate must have access to all tools, equipment, materials and documentation required. The candidate must be permitted to refer to any relevant workplace procedures, product and manufacturing specifications, codes, standards, manuals and reference materials.

Guidance information for assessment

Required skills

Look for evidence that confirms skills in:

setting up component to be balanced

operating balancing equipment

recording out of balance readings

balancing equipment using the appropriate techniques

reading, interpreting and following information on written job instructions, specifications, standard operating procedures, charts, lists, drawings and other applicable reference documents

planning and sequencing operations

checking and clarifying task-related information

checking for conformance to specifications

undertake numerical operations, geometry and calculations/formulae within the scope of this unit

Required knowledge

Look for evidence that confirms knowledge of:

principles of balancing

reasons for testing equipment for balance

reffect of out of balance components on machine/equipment operation and life

several procedures for checking the balance of equipment

the most appropriate procedure to be applied to selected balancing situations

reasons for selecting the chosen balancing check procedure

procedures for setting up the component to be balanced

procedures for operating the balancing equipment

specifications of the component to be balanced

procedures for recording out of balance readings

principles of rigid and flexible rotation balancing

methods of rigid and flexible rotation balancing

the techniques of single and multiple plane balancing

the appropriate balancing technique for given balancing situations

reasons for selecting the chosen balancing technique

procedures for balancing out of balance equipment

the precautions to be taken when adding or removing material to achieve balance

hazard and control measures associated with balancing equipment, including housekeeping

safe work practices and procedures

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. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Equipment

Equipment may range from static balancing devices to sophisticated electronic dynamic balancing machines