Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

MEM234028A Mapping and Delivery Guide
Produce and manage technical documentation

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency MEM234028A - Produce and manage technical documentation
Description This unit of competency covers the skills and knowledge required to develop and produce engineering-related technical documentation and to manage documentation distribution and use within an organisation.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application This unit applies where engineering skills and knowledge are required for the production and management of technical documentation for use within an organisation and by other users, such as contractors and dealers. Technical documentation may include production control records, work instructions and standard operating procedures, process specifications, occupational health and safety (OHS) procedures, quality procedures, contractor instructions, and documentation required to comply with legislative and regulatory requirements.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites Not applicable.
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Develop technical documentation
  • Evaluate the requirement for technical documentation, including purpose, scope and intended audience
  • Consult original sources of engineering and other technical data
  • Determine the required layout, style, content and resources required for production of documentation
  • Draft technical documentation and verify for accuracy against standards and other original sources
  • Develop review and version control procedures
  • Submit technical documentation, version control and review procedures for approval
  • Develop and apply a technical documentation archiving system that complies with organisational policy and applicable legislative and regulatory requirements
       


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.

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.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Assessors must be satisfied that the candidate can competently and consistently:

identify and establish engineering and organisation goals and requirements for the project or operation that may bear on the production of technical documentation

establish resources required for the research, production, distribution and ongoing maintenance of technical documentation, including labour, materials, and equipment within budgets and procedures

identify and consult original sources of engineering and technical data

produce technical documentation and verify for technical accuracy and suitability for application

distribute technical documentation to users

arrange for handling of enquires, updates and version control.

Context of and specific resources for assessment

This unit may be assessed on the job, or a combination of both on and off the job assessment based on appropriate project and simulation activities. Where assessment occurs off the job, that is, the candidate is not in productive work, then a simulated working environment must be used where the range of conditions reflects realistic workplace situations. Where simulation is used for this unit, it is important that the simulation includes appropriate testing of the suitability of the produced documentation for user groups. For example, production of standard operating procedures should include testing of the standard operating procedures for ease of use by operators or other target groups and accuracy of description of the process or equipment covered by the standard operating procedures.

The competencies covered by this unit would be demonstrated by an individual working alone or as part of a team.

Where applicable, reasonable adjustment must be made to work environments and training situations to accommodate ethnicity, age, gender, demographics and disability.

Access must be provided to appropriate learning and/or assessment support when required. Where applicable, physical resources should include equipment modified for people with disabilities.

Method of assessment

Assessment must satisfy the endorsed Assessment Guidelines of the MEM05 Metal and Engineering Training Package.

Assessment methods must confirm consistency and accuracy of performance (over time and in a range of workplace relevant contexts) together with application of underpinning engineering knowledge to technical documentation production.

Assessment methods should include questioning or other assessment method on sources and extent of engineering knowledge to ensure ability interpret, apply and verify engineering content for documents.

Assessment may be applied under project-related conditions (real or simulated) and require evidence of process.

Assessment must confirm a reasonable inference that competency is able not only to be satisfied under the particular circumstance, but is able to be transferred to other circumstances.

Assessment may be in conjunction with assessment of other units of competency where required.

Guidance information for assessment

Assessment processes and techniques must be culturally appropriate and appropriate to the language and literacy capacity of the candidate and the work being performed.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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.

Required skills

Required skills include:

identifying the requirement for technical documentation

determining original sources for researching and verifying engineering-related technical content

determining the style and layout of technical documentation

analysing, designing, planning, executing and verifying content requirements against engineering and other technical data from original sources

determining procedures for review and amendment

developing and applying version control procedures

effectively controlling technical documentation distribution and archiving of completed documentation

using oral and written communication to convey broad and specialised information in a variety of media and formats

Required knowledge

Required knowledge includes:

word processing, spreadsheet and database software to produce technical documentation

typical sources for researching engineering and technical data for applications and discipline area

types of technical documentation

layouts for technical documentation

version and distribution control systems

archiving systems

legislative and regulatory requirements associated with technical documentation that are relevant to the organisation

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.

The requirement for technical documentation

The requirement for technical documentation may arise from:

organisational policy

standard procedures

quality procedures

production and process control requirements

the need to specify procedures and requirements for contractors

the need to comply with legislative requirements and associated regulations

Types of technical documentation

Types of technical documentation may include:

production and process control records

process specifications

work instructions, standard operating procedures and checklists

certification documents

OHS procedures

quality procedures

contractor instructions

processes or records for compliance with legislation and/or regulations

tender/contract deliverable requirements

Original sources

Original sources provide the engineering and other technical information used to inform and verify the technical documentation being produced. The sources may include:

standards, codes, Acts and regulations

manufacturer’s instructions and manuals

engineering-related textbooks and journals

professional engineers, scientists and other technical experts

technical drawings and other design information

customer brief

production records and schedules

Version control

Version control:

is required whenever technical documentation may be subject to revision

may take the form of either a date or issue number (or both) inserted in the document header or footer

should include a formal recording process that could take the form of a version control database

Distribution control

Distribution control may consist of:

a listing of recipients of each type of document and, where required, a document tracking system

Archiving of technical documentation

Archiving of technical documentation:

may be required to comply with legislative or regulatory requirements, and/or with organisational policy

should include an indexing system that specifies the period for which the document is to be retained

should comply with relevant requirements regarding physical storage and security

Regulatory requirements, and organisational policies and procedures

Regulatory requirements, and organisational policies and procedures may be found in:

organisational policy manuals

procedures manuals

quality manuals

Commonwealth and state/territory OHS legislation

industrial law and awards

customer protection law

environmental protection

workers compensation

contract law

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
Evaluate the requirement for technical documentation, including purpose, scope and intended audience 
Consult original sources of engineering and other technical data 
Determine the required layout, style, content and resources required for production of documentation 
Draft technical documentation and verify for accuracy against standards and other original sources 
Develop review and version control procedures 
Submit technical documentation, version control and review procedures for approval 
Develop and apply a technical documentation archiving system that complies with organisational policy and applicable legislative and regulatory requirements 

Forms

Assessment Cover Sheet

MEM234028A - Produce and manage technical documentation
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

MEM234028A - Produce and manage technical documentation

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: