Assessor Resource

MSS402041
Apply 5S in an office

Assessment tool

Version 1.0
Issue Date: May 2024


This unit of competency covers the skills and knowledge required by an office employee to apply 5S procedures to their own job or to assist in a cooperative 5S implementation for a larger office area. The unit includes the skills required to adapt a traditional 5S approach to the particular issues and needs in an office implementation.

This unit applies to an individual in an office environment who is required to apply the structured approach known as 5S.

While covering the traditional 5S skills, the unit also requires the application of skills associated with planning and organising, problem solving and self-management in order to identify and implement 5S practices in an office environment.

The office environment for 5S may include administrative, transactional or service-based processes in, or attached to, a manufacturing organisation, within their value stream or similar environments, such as health care, education, financial, construction or Defence services.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

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.

Elements describe the essential outcomes.

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

1

Prepare for implementation of 5S

1.1

Identify own functions in the target work area in terms of internal and/or external customer requirements.

1.2

Identify how own and office team tasks contribute to the office functions.

1.3

If required, assist with process mapping to identify any gaps or clarification of customer expectations of office functions.

1.4

Confirm arrangements for assistance and reporting for 5S implementation.

2

Sort needed items from unneeded

2.1

Identify all items in own and wider office area.

2.2

Distinguish between essential and non-essential items.

2.3

Place any non-essential item in an appropriate location other than the work area/space.

2.4

Regularly check that only essential items are in the work area.

3

Set the workplace in order

3.1

Identify the best location for each essential item.

3.2

Place each essential item in its assigned location.

3.3

After use immediately return each essential item to its assigned location/state or condition.

3.4

Regularly check that each essential item is in its assigned location/state or condition.

4

Shine the work area

4.1

Keep the work area clean, tidy and organised at all times.

4.2

Conduct regular ‘shine’ activities during shift.

4.3

Ensure the work area is neat, clean, tidy and organised at both beginning and end of shift.

4.4

Report any malfunction, damage and/or safety risks that require immediate attention.

5

Standardise activities

5.1

Follow procedures.

5.2

Follow checklists for activities, where available.

5.3

Keep the work area to specified standard.

6

Sustain the 5S system

6.1

Clean up/organise workspace after completion of job and before commencing next job or end of shift.

6.2

Identify situations where conformance to standards is unlikely and take actions specified in procedures.

6.3

Inspect work area regularly for conformance to specified standard.

6.4

Recommend improvements to lift the level of conformance in the workplace.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy the requirements of the elements and performance criteria and include the ability, in one (1) or more allocated areas, to:

implement and sustain 5S in own workplace

identify the scope of the services and/or functions supplied by the office and the deliverables expected by customers

identify own tasks and responsibilities as they relate to the organisation and customer requirements

contribute suggestions for improvement.

Must provide evidence that demonstrates knowledge relevant to their job role sufficient to fulfil their job role under routine only supervision, including:

5S concepts and procedures as applied to an office environment, including:

meaning and application of 5S to own job and to office

purposes of 5S

standard office procedures for own activities and of others in team

identifying office waste (muda)

procedures for recommending improvements.

The unit should be assessed holistically and the judgement of competence shall be based on a holistic assessment of the evidence.

The collection of performance evidence:

should occur over a range of situations which include typical disruptions to normal, smooth operation of the workplace

will typically include a supervisor/third-party report focussing on consistent performance and problem recognition and solving. A supervisor/third-party report must be prepared by someone who has a direct, relevant, current relationship with the person being assessed and who is in a position to form a judgement on workplace performance relevant to the unit of competency

must include the application of 5S procedures in an office setting where 5S has not previously been undertaken, or, demonstration of sustaining 5S principles in an office that has already undergone prior 5S procedures

will typically include the use of appropriate tools, equipment and safety gear requiring demonstration of preparation, operation, completion and responding to problems.

Assessment should occur in operational workplace situations. Knowledge evidence may be collected concurrently with performance evidence (provided a record is kept) or through an independent process such as workbooks, written assessments or interviews (provided a record is kept).

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Conditions for assessment must include access to all tools, equipment, materials and documentation required, including relevant workplace procedures, product and manufacturing specifications associated with this unit.

Foundation skills are integral to competent performance of the unit and should not be assessed separately.

Assessors must satisfy the assessor competency requirements that are in place at the time of the assessment as set by the VET regulator.

The assessor must demonstrate both technical competency and currency.

Technical competence can be demonstrated through:

relevant VET or other qualification/Statement of Attainment AND/OR

relevant workplace experience

Currency can be demonstrated through:

performing the competency being assessed as part of current employment OR

having consulted with an organisation providing relevant environmental monitoring, management or technology services about performing the competency being assessed within the last twelve months.


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.

Elements describe the essential outcomes.

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

1

Prepare for implementation of 5S

1.1

Identify own functions in the target work area in terms of internal and/or external customer requirements.

1.2

Identify how own and office team tasks contribute to the office functions.

1.3

If required, assist with process mapping to identify any gaps or clarification of customer expectations of office functions.

1.4

Confirm arrangements for assistance and reporting for 5S implementation.

2

Sort needed items from unneeded

2.1

Identify all items in own and wider office area.

2.2

Distinguish between essential and non-essential items.

2.3

Place any non-essential item in an appropriate location other than the work area/space.

2.4

Regularly check that only essential items are in the work area.

3

Set the workplace in order

3.1

Identify the best location for each essential item.

3.2

Place each essential item in its assigned location.

3.3

After use immediately return each essential item to its assigned location/state or condition.

3.4

Regularly check that each essential item is in its assigned location/state or condition.

4

Shine the work area

4.1

Keep the work area clean, tidy and organised at all times.

4.2

Conduct regular ‘shine’ activities during shift.

4.3

Ensure the work area is neat, clean, tidy and organised at both beginning and end of shift.

4.4

Report any malfunction, damage and/or safety risks that require immediate attention.

5

Standardise activities

5.1

Follow procedures.

5.2

Follow checklists for activities, where available.

5.3

Keep the work area to specified standard.

6

Sustain the 5S system

6.1

Clean up/organise workspace after completion of job and before commencing next job or end of shift.

6.2

Identify situations where conformance to standards is unlikely and take actions specified in procedures.

6.3

Inspect work area regularly for conformance to specified standard.

6.4

Recommend improvements to lift the level of conformance in the workplace.

This field allows for different work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included.

Competitive systems and practices include one or more of:

lean operations

agile operations

preventative and predictive maintenance approaches

statistical process control systems, including six sigma and three sigma

Just in Time (JIT), kanban and other pull-related operations control systems

supply, value, and demand chain monitoring and analysis

5S

continuous improvement (kaizen)

breakthrough improvement (kaizen blitz)

cause/effect diagrams

overall equipment effectiveness (OEE)

takt time

process mapping

problem solving

run charts

standard procedures

current reality tree.

5S includes all of:

sort

set in order

shine

standardise

sustain.

Items in work area include one or more of:

office supplies

materials

paperwork

furniture

storage systems and cabinets

lighting, wiring, plumbing and other services designed to support a working environment in the office

manuals

personal items (e.g. bags, phones, lunch boxes, clothing, photos and ornaments)

safety and personal protective equipment (PPE)

any other item which happens to be in the work area.

Appropriate places include areas designated for one or more of:

recycling

rubbish removal

staff room/lunch room/kitchen

office supplies, filing and other storage

functions, such as printing/copying

holding until status is confirmed.

Target work area includes a physical or virtual workspace for one or more of:

use by a person, a team or a cross-functional group

common to part/s of a process or value stream (already defined)

shared by people who undertake a defined procedure or set of procedures

needed to support a particular function.

Best location includes one or more of:

changes to the layout of furniture

arrangement of equipment

provision of services

location of personnel.

Sort includes all of:

separating necessary from unnecessary items (equipment and supplies)

keeping only what is absolutely necessary for the work processes that comprise the job

disposing of (or relocating) all other items.

Set in order includes all of:

assigning required equipment and materials appropriate locations in the work area

consideration of frequency of use, ergonomics and work health and safety (WHS)

provision of facilities to maintain the locations.

Shine includes one or more of:

keeping the work area clean at all times which should be carried out to a regular daily schedule against allowed time, usually at the end of the day or of a particular process

keeping work area, including virtual work area, organised

noting any signs of wear, damage, leakage, safety risks or other issues that require immediate attention.

Standardising includes one or more of:

activities that help maintain the order and the 5S standards

using procedures and checklists developed from a procedure.

Sustain includes one or more of:

making sure that daily activities are completed every day regardless of circumstance

undertaking inspections, including:

informal inspections that should be carried often, at least weekly

formal inspections that should be carried out at least monthly.

Procedures (written, verbal, visual, computer based, etc.) include one or more of:

work instructions

standard operating procedures (SOPs)

safe work method statements

formulas/recipes

batch sheets

temporary instructions

any similar instructions provided for the smooth running of the plant.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy the requirements of the elements and performance criteria and include the ability, in one (1) or more allocated areas, to:

implement and sustain 5S in own workplace

identify the scope of the services and/or functions supplied by the office and the deliverables expected by customers

identify own tasks and responsibilities as they relate to the organisation and customer requirements

contribute suggestions for improvement.

Must provide evidence that demonstrates knowledge relevant to their job role sufficient to fulfil their job role under routine only supervision, including:

5S concepts and procedures as applied to an office environment, including:

meaning and application of 5S to own job and to office

purposes of 5S

standard office procedures for own activities and of others in team

identifying office waste (muda)

procedures for recommending improvements.

The unit should be assessed holistically and the judgement of competence shall be based on a holistic assessment of the evidence.

The collection of performance evidence:

should occur over a range of situations which include typical disruptions to normal, smooth operation of the workplace

will typically include a supervisor/third-party report focussing on consistent performance and problem recognition and solving. A supervisor/third-party report must be prepared by someone who has a direct, relevant, current relationship with the person being assessed and who is in a position to form a judgement on workplace performance relevant to the unit of competency

must include the application of 5S procedures in an office setting where 5S has not previously been undertaken, or, demonstration of sustaining 5S principles in an office that has already undergone prior 5S procedures

will typically include the use of appropriate tools, equipment and safety gear requiring demonstration of preparation, operation, completion and responding to problems.

Assessment should occur in operational workplace situations. Knowledge evidence may be collected concurrently with performance evidence (provided a record is kept) or through an independent process such as workbooks, written assessments or interviews (provided a record is kept).

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Conditions for assessment must include access to all tools, equipment, materials and documentation required, including relevant workplace procedures, product and manufacturing specifications associated with this unit.

Foundation skills are integral to competent performance of the unit and should not be assessed separately.

Assessors must satisfy the assessor competency requirements that are in place at the time of the assessment as set by the VET regulator.

The assessor must demonstrate both technical competency and currency.

Technical competence can be demonstrated through:

relevant VET or other qualification/Statement of Attainment AND/OR

relevant workplace experience

Currency can be demonstrated through:

performing the competency being assessed as part of current employment OR

having consulted with an organisation providing relevant environmental monitoring, management or technology services about performing the competency being assessed within the last twelve months.

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
Identify own functions in the target work area in terms of internal and/or external customer requirements. 
Identify how own and office team tasks contribute to the office functions. 
If required, assist with process mapping to identify any gaps or clarification of customer expectations of office functions. 
Confirm arrangements for assistance and reporting for 5S implementation. 
Identify all items in own and wider office area. 
Distinguish between essential and non-essential items. 
Place any non-essential item in an appropriate location other than the work area/space. 
Regularly check that only essential items are in the work area. 
Identify the best location for each essential item. 
Place each essential item in its assigned location. 
After use immediately return each essential item to its assigned location/state or condition. 
Regularly check that each essential item is in its assigned location/state or condition. 
Keep the work area clean, tidy and organised at all times. 
Conduct regular ‘shine’ activities during shift. 
Ensure the work area is neat, clean, tidy and organised at both beginning and end of shift. 
Report any malfunction, damage and/or safety risks that require immediate attention. 
Follow procedures. 
Follow checklists for activities, where available. 
Keep the work area to specified standard. 
Clean up/organise workspace after completion of job and before commencing next job or end of shift. 
Identify situations where conformance to standards is unlikely and take actions specified in procedures. 
Inspect work area regularly for conformance to specified standard. 
Recommend improvements to lift the level of conformance in the workplace. 

Forms

Assessment Cover Sheet

MSS402041 - Apply 5S in an office
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

MSS402041 - Apply 5S in an office

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: