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

A person who demonstrates competency in this unit must be able to provide evidence of the ability to:

identify capacity constrained resource

manage capacity constrained resource (drum)

determine schedule based on capacity constrained resource.

Context of and specific resources for assessment

Assessment of performance must be undertaken in a workplace using or implementing one or more competitive systems and practices.

Access may be required to:

workplace procedures and plans relevant to work area

specifications and documentation relating to planned, currently being implemented, or implemented changes to work processes and procedures relevant to the assessee

documentation and information in relation to production, waste, overheads and hazard control/management

reports from supervisors/managers

case studies and scenarios to assess responses to contingencies

minutes of meetings and other records relevant to determining and dealing with the core conflict.

Method of assessment

A holistic approach should be taken to the assessment.

Competence in this unit may be assessed by using a combination of the following to generate evidence:

demonstration in the workplace

workplace projects

suitable simulation

case studies/scenarios (particularly for assessment of contingencies, improvement scenarios, and so on)

targeted questioning

reports from supervisors, peers and colleagues (third-party reports)

portfolio of evidence.

In all cases it is expected that practical assessment will be combined with targeted questioning to assess underpinning knowledge.

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

Guidance information for assessment

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

Required skills

Required skills include:

identifying steps and processes in current operations

identifying current performance against key performance indicators (KPIs)

determining where performance, especially sub-optimal performance, relates to unique factors or is a manifestation of other symptoms/circumstances

manipulating data to determine capacity, buffers, delivery schedule, throughput and other required information

communicating with relevant people and asking leading questions

applying resources to maximise output of capacity constrained resource (drum-buffer-rope approach)

Required knowledge

Required knowledge includes:

theory of constraints, including:

concepts of weakest link (often colloquially known as the drum)

duration (in production applications this is often known as material release buffer or inventory to protect the weakest link/constraint)

release timing of buffer (colloquially called ‘rope’)

organisation processes, products and internal and external customers

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.

Competitive systems and practices

Competitive systems and practices may include, but are not limited to:

lean operations

agile operations

preventative and predictive maintenance approaches

monitoring and data gathering systems, such as Systems Control and Data Acquisition (SCADA) software, Enterprise Resource Planning (ERP) systems, Materials Resource Planning (MRP), and proprietary systems

statistical process control systems, including six sigma and three sigma

Just in Time (JIT), kanban and other pull-related operations control systems

supply, value, and demand chain monitoring and analysis

5S

continuous improvement (kaizen)

breakthrough improvement (kaizen blitz)

cause/effect diagrams

overall equipment effectiveness (OEE)

takt time

process mapping

problem solving

run charts

standard procedures

current reality tree

Competitive systems and practices should be interpreted so as to take into account:

the stage of implementation of competitive systems and practices

the size of the enterprise

the work organisation, culture, regulatory environment and the industry sector

Constraint/capacity constrained resource

A capacity constrained resource refers to:

the step in a process or part of a system which limits the output of the entire system or process (colloquially known as a bottleneck)

Drum

The capacity constrained resource is often referred to as the drum, as its output provides the ‘drumbeat’ for the output of the entire system or process

Buffer

Buffer refers to:

the slack time required in the system to protect the capacity constrained resource (drum) against disruption (in a physical process this is usually represented by work in progress)

Optimum use of capacity

Optimum use of capacity refers to:

ensuring the capacity constrained resource is not diverted or prevented from producing at its limit

Supply schedule (‘rope’)

Supply schedule refers to:

ensuring the capacity constrained resource has what it needs when it needs it (often referred to as ‘the rope’ – the system which releases supply as needed)

Delivery schedule

Delivery schedule refers to:

what the system/process is actually able to deliver from the capacity constrained resource once it has been appropriately buffered and supplied

Appropriate action

Appropriate action may include:

advising customers and stakeholders of the actual production capacity