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Elements and Performance Criteria

  1. Plan and prepare for the work
  2. Perform alignment
  3. Complete the work

Required Skills

This describes the Essential Skills and Knowledge and their level required for this unit

Evidence shall show that knowledge has been acquired in conducting complex levelling and alignments

The extent of the Essential Knowledge and Associated Skills required follows

Evidence shall show that knowledge has been acquired for safe working practices of

Occupational Health and Safety standards

Precision measuring equipment

Advanced levelling and aligning principles


Engineering mathematical techniques

Rigging and lifting principles

Shimming and packing materials

Bearings and seals

Technical drawings and data

Data recording techniques

Hand and portable power tools

Fastening devices

Associated plant and systems

Communication principles

Specific skills needed to achieve the Performance Criteria

Apply Occupational Health and Safety standards

Use precision measuring equipment

Apply advanced levelling and aligning principles

Apply engineering mathematical techniques

Use hand and portable power tools

Use and update technical drawings and data

Identify types and characteristics of couplings seals and bearings

Apply data recording techniques

Work to precise tolerances

Use rigging and lifting techniques

Calculate and apply correct adjustment techniques

Apply testing techniques

Communicate effectively

Evidence Required

This provides essential advice for assessment of the competency standard unit and must be read in conjunction with the Performance Criteria and the Range Statement of unit and the Training Package Assessment Guidelines

The Evidence Guide forms an integral part of this competency standard unit and shall be used in conjunction with all components parts of this unit and performed in accordance with the Assessment Guidelines of this Training Package

Overview of Assessment

Longitude competency development approaches to assessment such as Profiling require data to be reliably gathered in a form that can be consistently interpreted over time This approach is best utilised in Apprenticeship programs and reduces assessment intervention It is the Industrys preferred model for apprenticeships However where summative or final assessment is used it is to include the application of the competency in the normal work environment or in a realistically simulated work environment It is recognised that in some circumstances assessment in part or full can occur outside the workplace However it must be in accord with Industry and regulatory policy

Methods chosen for a particular assessment will be influenced by various factors These include the extent of the assessment the most effective locations for the assessment activities to take place access to physical resources additional safety measures that may be required and the critical nature of the competencies being assessed

The critical safety nature of working with electricity electrical equipment gas or any other hazardous substancematerial carries risk in deeming a person competent Hence sources of evidence need to be rich in nature so as to minimise error in judgment

Activities associated with normal every day work have a bearing on the decision as to how much and how detailed the data gathered will contribute to its richness Some skills are more critical to safety and operational requirements while the same skills may be more or less frequently practiced These points are raised for the assessors to consider when choosing an assessment method and developing assessment instruments Sample assessment instruments are included in the Assessment Guidelines of this Training Package

Critical aspects of evidence required to demonstrate competency in this unit

Before the critical aspects of evidence are considered all prerequisites shall be met

Evidence for competence in this unit shall be considered holistically Each element and associated Performance Criteria shall be demonstrated on at least two occasions in accordance with the Assessment Guidelines UEP Evidence shall also comprise

A representative body of Performance Criteria demonstrated within the timeframes typically expected of the discipline work function and industrial environment In particular this shall incorporate evidence that shows a candidate is able to

Implement Occupational Health and Safety workplace procedures and practices including the use of risk control measures as specified in the Performance Criteria and Range Statement

Apply sustainable energy principles and practices as specified in the Performance Criteria and Range Statement

Demonstrate an understanding of the essential knowledge and associated skills as described in of this unit

Demonstrate an appropriate level of skills enabling employment

Conduct work observing the relevant Anti Discrimination legislation regulations polices and workplace procedures

Demonstrated performance across a representative range of contexts from the prescribed items below

It is essential that competence is assessed in the critical aspects of the knowledge and application of relevant sections of Occupational Health and Safety legislation statutory legislation enterprisesite safety procedures and enterprisesite emergency procedures preparation and planning of work using precision measuring equipment applying levelling and aligning principles calculating and applying correct adjustment techniques completion of work procedures

Dealing with an unplanned event by drawing on essential knowledge and skills to provide appropriate solutions incorporated in the holistic assessment with the above listed items

Context of and specific resources for assessment

This unit should be assessed as it relates to normal work practice using procedures information and resources typical of a workplace This should include

OHS policy and work procedures and instructions

Suitable work environment facilities equipment and materials to undertake actual work as prescribed by this unit

Competency Standards should be assessed in the workplace or simulated workplace and under the normal range of workplace conditions

Assessment of this unit will be supported with documentary evidence by means of endorsement stating type and application of work

In addition to the resources listed above in Context of assessment evidence should show competency working in limited spaces with different types of plant and equipment as well as different structuralconstruction types and methods and in a variety of environments

Method of assessment

This unit shall be assessed by methods given in Volume Part Assessment Guidelines

Note Competent performance with inherent safe working practices is expected in the Industry to which this unit applies This requires that the specified essential knowledge and associated skills are assessed in a structured environment which is primarily intended for learningassessment and incorporates all necessary equipment and facilities for learners to develop and demonstrate the essential knowledge and skills described in this unit

Concurrent assessment and relationship with other units

There are no recommended concurrent assessments with this unit however in some cases efficiencies may be gained in terms of learning and assessment effort being concurrently managed with allied competency standard units where listed


Key competencies

Evidence that particular key competencies have been achieved within this unit is in the context of the following Performance Criteria of evidence See Volume Part for an explanation of Key competencies and levels of this Training Package

Key competencies

Example of Application

Performance Level

How are ideas and information communicated within this competency

Refer to the following example of application

Explain ideas and actions make suggestions for alternative actions and deal with contingencies and nonroutine situations

How can information be collected analysed and organised

Refer to the following example of application

Information with regard to operations faults and maintenance may be observed and monitored for analysis and organised into records and reports

How are activities planned and organised

Refer to the following example of application

Planning the required activity to include coordination and use of equipment materials and tools to avoid backtracking and rework

How is team work used within this competency

Refer to the following example of application

Coordinate activities of the team and provide appropriate support to other team members in completion of work tasks to meet the teams goals

How are mathematical ideas and techniques used

Refer to the following example of application

Calculation of time to complete routine projects operations tasks estimation of distances levels loads and material requirements

How are problem solving skills applied

Refer to the following example of application

Determine solutions which focus on long and shortterm resolution of work task problems

How is use of technology applied

Refer to the following example of application

Access communicate measure and provide information to monitor operations and performance of plant and equipment

Skills Enabling Employment

Evidence that competency in this unit incorporates skills enabling employment is in the context of the following performance See Volume Part for definitions and an explanation of skills enabling employment

Skills for Employment

Example of Application

Developing and using skills within a real workplace

Refer to the following example of application

Completion of tasks within an acceptable timeframe and performance with some supervision

Learning to learn in the workplace

Refer to the following example of application

Comprehension and application of theoretical knowledge to welldeveloped skills

Reflecting on the outcome and process of work task

Refer to the following example of application

Focused on improvement in own and other team members performance in the workplace

Interacting and understanding of the context of the work task

Refer to the following example of application

Working understanding of the processes and systems which apply to the workplace

Planning and organising the meaningful work task

Refer to the following example of application

Achieving work tasks in a timely manner and ensuring that the work team achieves its stated work goals

Performing the work task in nonroutine or contingent situations

Refer to the following example of application

Seek advice and apply solutions to problems relevant to the workplace environment


Maintain complex mechanical valves

Range Statement

7) This relates to the competency standard unit as a whole providing the range of contexts and conditions to which the Performance Criteria apply. It allows for different work environments and situations that will affect performance.

Advanced alignment may include concentricity and ovality checks and adjustments, offsets and thermal expansion checks and adjustments, pre-load centralising and adjustments to within tenths of a thousandth of one inch.

Advanced/complex alignment typically would be of three or more components.

Equipment and tools may include bearings, couplings, seals, hydraulic tools, rigging equipment, measuring instruments, optical levels, laser levels, electronic levels, slip gauges, dumpy levels and other associated levelling and aligning equipment.

Plant and machines may include turbine rotor and boiler feed pumps.

Work completion details may include plant and maintenance records, job cards and check sheets updating.

Work site environment may be affected by nearby plant or process, eg, heat, noise, dust, oil, water, chemical.

Isolations can refer to electrical or process.

Generic terms are used throughout this Training Package for vocational standard shall be regarded as part of the Range Statement in which competency is demonstrated. The definition of these and other terms are given in Volume 2, Part 1.