Assessor Resource

TLIX5020
Develop and review configuration management plans

Assessment tool

Version 1.0
Issue Date: April 2024


This unit involves the skills and knowledge required to develop and review configuration management plans and associated subordinate plans, to ensure efficient and effective delivery of configuration management across the materiel and materiel system life cycle.

This unit was developed for configuration management specialists working within materiel logistics but is applicable to individuals in broader logistics roles.

Typically these individuals work independently or as part of a team under direct and/or indirect supervision, use discretion and judgement, and take responsibility for the quality of their outputs. All activities are carried out in accordance with relevant organisational policy and procedures.

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

Identify and analyse configuration management requirements

1.1

Configuration management planning requirements are identified in accordance with organisational policy and procedures

1.2

Sources of information relevant to configuration management are identified and accessed in accordance with organisational policy and procedures

1.3

Standards and legislation applicable to configuration management are identified and accessed

1.4

Analysis of configuration management resource requirements is conducted in accordance with organisational policy and procedures

2

Prepare configuration management plans

2.1

Stakeholder consultation is conducted in accordance with relevant organisational policy and procedures

2.2

Organisational policy and procedures relevant to configuration management requirements are identified and interpreted

2.3

Configuration management plans are developed in accordance with legislative requirements and organisational policy and procedures

2.4

Configuration management plans are promulgated in accordance with organisational policy and procedures

3

Review configuration management plans

3.1

Configuration management plans are evaluated in accordance with relevant organisational policy and procedures

3.2

Required changes to configuration management plans are identified and prepared in accordance with relevant organisational policy and procedures

3.3

Amendments to configuration management plans are prepared and promulgated to relevant stakeholders or personnel in accordance with relevant organisational policy and procedures

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

adhering to relevant work health and safety (WHS)/occupational health and safety (OHS) requirements

applying configuration management and project management knowledge relevant to planning

consulting and negotiating effectively with internal and external stakeholders and resolving potential areas of conflict or concern to ensure overall configuration management planning objectives are achieved

displaying resilience by continuing to move forward despite criticism or setbacks

drawing on information from a variety of sources using research, analysis and judgement to identify and develop configuration management plans

identifying relationships between organisational goals and recognising how own work contributes to achieving these goals

identifying requirements for plans and adjusting them as necessary to ensure effective and efficient performance

identifying, reviewing and analysing information that may impact on configuration management planning or may be impacted by configuration management planning

initiating and efficiently monitoring processes

initiating remedial action required

undertaking performance measurement relevant to configuration management planning to enable objectives to be measured against defined parameters

using appropriate information technology and software

using organisational strategic objectives to identify and assess potential alliances and effective strategies.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

codification and cataloguing processes

configuration management

legislative and regulatory environment as it relates to materiel logistics

logistics governance

materiel logistics

organisational policy and procedures

organisational role relevant to configuration management

planning processes

product knowledge related to systems and/or equipment in service in the organisation

safety, legislative and statutory requirements relevant to configuration management.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

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.

Resources for assessment include:

a range of relevant exercises, case studies and/or simulations

relevant and appropriate materials, tools, equipment and personal protective equipment currently used in industry

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

computer and relevant software

legislation, guidelines, procedures and protocols relating to configuration management

configuration management plans.

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

Identify and analyse configuration management requirements

1.1

Configuration management planning requirements are identified in accordance with organisational policy and procedures

1.2

Sources of information relevant to configuration management are identified and accessed in accordance with organisational policy and procedures

1.3

Standards and legislation applicable to configuration management are identified and accessed

1.4

Analysis of configuration management resource requirements is conducted in accordance with organisational policy and procedures

2

Prepare configuration management plans

2.1

Stakeholder consultation is conducted in accordance with relevant organisational policy and procedures

2.2

Organisational policy and procedures relevant to configuration management requirements are identified and interpreted

2.3

Configuration management plans are developed in accordance with legislative requirements and organisational policy and procedures

2.4

Configuration management plans are promulgated in accordance with organisational policy and procedures

3

Review configuration management plans

3.1

Configuration management plans are evaluated in accordance with relevant organisational policy and procedures

3.2

Required changes to configuration management plans are identified and prepared in accordance with relevant organisational policy and procedures

3.3

Amendments to configuration management plans are prepared and promulgated to relevant stakeholders or personnel in accordance with relevant organisational policy and procedures

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

adhering to relevant work health and safety (WHS)/occupational health and safety (OHS) requirements

applying configuration management and project management knowledge relevant to planning

consulting and negotiating effectively with internal and external stakeholders and resolving potential areas of conflict or concern to ensure overall configuration management planning objectives are achieved

displaying resilience by continuing to move forward despite criticism or setbacks

drawing on information from a variety of sources using research, analysis and judgement to identify and develop configuration management plans

identifying relationships between organisational goals and recognising how own work contributes to achieving these goals

identifying requirements for plans and adjusting them as necessary to ensure effective and efficient performance

identifying, reviewing and analysing information that may impact on configuration management planning or may be impacted by configuration management planning

initiating and efficiently monitoring processes

initiating remedial action required

undertaking performance measurement relevant to configuration management planning to enable objectives to be measured against defined parameters

using appropriate information technology and software

using organisational strategic objectives to identify and assess potential alliances and effective strategies.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

codification and cataloguing processes

configuration management

legislative and regulatory environment as it relates to materiel logistics

logistics governance

materiel logistics

organisational policy and procedures

organisational role relevant to configuration management

planning processes

product knowledge related to systems and/or equipment in service in the organisation

safety, legislative and statutory requirements relevant to configuration management.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

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.

Resources for assessment include:

a range of relevant exercises, case studies and/or simulations

relevant and appropriate materials, tools, equipment and personal protective equipment currently used in industry

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

computer and relevant software

legislation, guidelines, procedures and protocols relating to configuration management

configuration management plans.

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
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Forms

Assessment Cover Sheet

TLIX5020 - Develop and review configuration management plans
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Assessment Record Sheet

TLIX5020 - Develop and review configuration management plans

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