Assessor Resource

TLIX5036
Manage and monitor technical data and information systems

Assessment tool

Version 1.0
Issue Date: April 2024


This unit involves the skills and knowledge required to manage and monitor technical data and information systems in accordance with relevant organisational policy and procedures.

It includes designating detailed technical data, information use and maintenance responsibilities; developing key performance indicators for technical data management activities; and developing monitoring methodology.

It also includes monitoring technical data management systems; identifying and responding to problems and changes; and designating technical data and information creation and capturing responsibilities.

This competency occurs within an established systems framework. It may also be used to review systems processes and activities.

This unit applies to technical regulatory framework specialists working within materiel logistics but is applicable to any individual in this field of work.

Typically these individuals must demonstrate the ability to 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 output.

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

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Designate detailed technical data and information use, and maintenance responsibilities

1.1

Responsibilities for technical data and information use and maintenance activities are designated to staff in accordance with approved systems framework, organisational policy and the competency of individual staff

1.2

System operational rules are devised in compliance with approved systems framework

1.3

Resources for approved budget period are allocated in accordance with policy and strategic plan

2

Develop key performance indicators for technical data management activities

2.1

Measurable performance indicators are developed for technical data management activities in accordance with authorised systems

2.2

Individual personnel/organisational unit data management responsibilities are identified and documented

2.3

Acceptable range of variation for compliance is determined based on data management responsibilities, applicable data management systems and organisational risk management analysis

3

Develop monitoring methodology

3.1

Methodology for monitoring technical data management systems rules, standards and procedures is developed based on authorised systems

3.2

Timeframes involved, means of surveillance and forms of reporting are included in methodology developed

3.3

Methodology, performance criteria and range of variation from standards and rules are submitted to appropriate authority for approval

4

Monitor a technical data management system

4.1

Monitoring is undertaken in accordance with approved timeframes and frequency

4.2

Staff being monitored are notified in accordance with organisational policy and guidelines

4.3

Variation from data management systems framework, rule, standards and procedures that exceed the agreed limit is noted and details of the situation are recorded

4.4

Reports relating to technical data and information use and maintenance are provided to appropriate authority in the required format and at the required intervals

5

Identify and respond to problems and changes

5.1

Problems and changes requiring a systematic response are identified from monitoring reports and external events

5.2

Recommendations are made for revisions to systems, procedures, and strategic plans in response to identified variations, changes and problems

5.3

Amendments to systems are devised and implementation is planned, in response to problems and changes that require a systemic response

5.4

Recommendations for systems amendments and the planning and implementation required are prepared, and approval is sought from appropriate authority

5.5

Procedures for using technical data and information systems, and subsequent alterations and amendments to the procedures are authorised, ensuring that performance indicator parameters and access rules are adhered to

6

Designate technical data and information creation and capture responsibilities

6.1

Responsibilities for technical data and information creation and capture activities are designated to staff in accordance with organisational policy

6.2

Technical data and information creation and capture performance targets are set within the parameters of the technical data management plan

6.3

Resources for the budget period are allocated in accordance with organisational policy and strategic plan

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:

analysing data and information

applying knowledge of technical data and information plans to assist work and to guide problem solving

applying relevant implementation processes

applying technical data and information, and project management knowledge to technical data and information systems

consulting and negotiating effectively with internal and external key stakeholders and resolving potential areas of conflict or concern to ensure overall technical data and information systems objectives are achieved

displaying resilience by continuing to move forward despite criticism or setbacks

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

implementing processes to enable new technical data and information systems requirements to be effectively transitioned across the life cycle ‒ including integrated logistics support considerations, environmental, sustainability issues, and validation and verification activities

monitoring and reporting on implementation processes

monitoring processes to ensure technical data and information systems continue to enable operational requirements to be attained ‒ this may include performance metrics.

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:

data management, standards, principles, processes and functional requirements

details of the technical regulatory framework, organisational engineering management plans and technical data management plan

established communication channels and protocols

organisational data management systems

organisational functions, structure and culture

organisational policy, strategies and procedures

organisational rules for capturing, accessing, using and maintaining technical data and information

organisational technical classification scheme and language

own role in relation to wider organisational or project context

problem identification and resolution

procedures for recording, reporting and maintaining workplace records and information

quality assurance principles and processes

technical expertise required for the job/function

workflow and business process re-engineering principles and practices.

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 other simulations

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

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

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

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Designate detailed technical data and information use, and maintenance responsibilities

1.1

Responsibilities for technical data and information use and maintenance activities are designated to staff in accordance with approved systems framework, organisational policy and the competency of individual staff

1.2

System operational rules are devised in compliance with approved systems framework

1.3

Resources for approved budget period are allocated in accordance with policy and strategic plan

2

Develop key performance indicators for technical data management activities

2.1

Measurable performance indicators are developed for technical data management activities in accordance with authorised systems

2.2

Individual personnel/organisational unit data management responsibilities are identified and documented

2.3

Acceptable range of variation for compliance is determined based on data management responsibilities, applicable data management systems and organisational risk management analysis

3

Develop monitoring methodology

3.1

Methodology for monitoring technical data management systems rules, standards and procedures is developed based on authorised systems

3.2

Timeframes involved, means of surveillance and forms of reporting are included in methodology developed

3.3

Methodology, performance criteria and range of variation from standards and rules are submitted to appropriate authority for approval

4

Monitor a technical data management system

4.1

Monitoring is undertaken in accordance with approved timeframes and frequency

4.2

Staff being monitored are notified in accordance with organisational policy and guidelines

4.3

Variation from data management systems framework, rule, standards and procedures that exceed the agreed limit is noted and details of the situation are recorded

4.4

Reports relating to technical data and information use and maintenance are provided to appropriate authority in the required format and at the required intervals

5

Identify and respond to problems and changes

5.1

Problems and changes requiring a systematic response are identified from monitoring reports and external events

5.2

Recommendations are made for revisions to systems, procedures, and strategic plans in response to identified variations, changes and problems

5.3

Amendments to systems are devised and implementation is planned, in response to problems and changes that require a systemic response

5.4

Recommendations for systems amendments and the planning and implementation required are prepared, and approval is sought from appropriate authority

5.5

Procedures for using technical data and information systems, and subsequent alterations and amendments to the procedures are authorised, ensuring that performance indicator parameters and access rules are adhered to

6

Designate technical data and information creation and capture responsibilities

6.1

Responsibilities for technical data and information creation and capture activities are designated to staff in accordance with organisational policy

6.2

Technical data and information creation and capture performance targets are set within the parameters of the technical data management plan

6.3

Resources for the budget period are allocated in accordance with organisational policy and strategic plan

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:

analysing data and information

applying knowledge of technical data and information plans to assist work and to guide problem solving

applying relevant implementation processes

applying technical data and information, and project management knowledge to technical data and information systems

consulting and negotiating effectively with internal and external key stakeholders and resolving potential areas of conflict or concern to ensure overall technical data and information systems objectives are achieved

displaying resilience by continuing to move forward despite criticism or setbacks

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

implementing processes to enable new technical data and information systems requirements to be effectively transitioned across the life cycle ‒ including integrated logistics support considerations, environmental, sustainability issues, and validation and verification activities

monitoring and reporting on implementation processes

monitoring processes to ensure technical data and information systems continue to enable operational requirements to be attained ‒ this may include performance metrics.

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:

data management, standards, principles, processes and functional requirements

details of the technical regulatory framework, organisational engineering management plans and technical data management plan

established communication channels and protocols

organisational data management systems

organisational functions, structure and culture

organisational policy, strategies and procedures

organisational rules for capturing, accessing, using and maintaining technical data and information

organisational technical classification scheme and language

own role in relation to wider organisational or project context

problem identification and resolution

procedures for recording, reporting and maintaining workplace records and information

quality assurance principles and processes

technical expertise required for the job/function

workflow and business process re-engineering principles and practices.

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 other simulations

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

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

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

TLIX5036 - Manage and monitor technical data and information systems
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

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Assessor name:

Signature:

Date:

Assessment Record Sheet

TLIX5036 - Manage and monitor technical data and information systems

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:

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