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 diagnose faults and repair drives and transmission assemblies and undertake final adjustment and commissioning. 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 maintaining/repairing mechanical drives and mechanical transmission assemblies 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:

locating, reading and interpreting information on written job instructions, specifications, manufacturers' instructions, standard workshop manuals/procedures, drawings, charts, lists and other reference documentation

checking and clarifying task-related information

interpreting manufacturers' catalogues or engineering specifications

undertaking diagnostic and testing

analysing operational performance

planning and sequencing operations

completing proformas, standard workplace forms and short reports using relevant terminology

checking for conformance to specifications

measuring components to specified tolerances

undertaking calculations for determining cutting parameters and checking tolerances

undertaking numerical operations and engineering calculations/formulae within the scope of this unit

following verbal instructions

orally reporting information

Required knowledge

Look for evidence that confirms knowledge of:

uses and characteristics of lubricants

principles of operation of a range of mechanical drives and transmissions

techniques, tools and equipment to measure components

common malfunctions in mechanical drives, transmissions and their components

procedures for checking and adjusting mechanical drives, transmissions and their components

preventative measures that can be undertaken to avoid recurrence of the fault/failure

any applicable industry standards, national/Australian standards, NOHSC guidelines, State/Territory regulatory codes of practice/standards

use and application of personal protective equipment

safe work practices and procedures

hazards and control measures associated with maintaining and repairing mechanical drives and mechanical transmission assemblies

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.

Mechanical drive/transmission

Worm and worm wheel, line shafts, plumber blocks, pulleys, sprockets, belts, taper bush assemblies, roller chains, chain drives, mechanical and hydraulic couplings, compression couplings, disc type flexible couplings, spider type, chain couplings, universal joints, bevel gearing, rack and pinion gearing, dog toothed clutches, cone type clutches, expanding shoe type clutches, friction/plate type clutches, centrifugal clutches, toggle action linkages, magnetic clutches, sprag clutches, band type brakes and other associated drive components.

Service reports

According to workplace procedures

Sensory inspection

Vibration, heat, smell, sound, sight

Commissioned

Confirming readiness for use or return to service