1

Monitor information and control needs of organisation

1.1

Check the use of current information

1.2

Check the operation of current control systems

1.3

Communicate regularly with key information users regarding any new or changed information control needs, including information needs from and to value stream

1.4

Identify short comings in information and control provision

1.5

Take appropriate action on information and control needs to meet organisational needs

2

Check the current system against organisation needs

2.1

Check the routine use of the system

2.2

Check any system alarm or non-conformance notification and control operation

2.3

Communicate regularly with key stakeholders about current system use and application

2.4

Determine effect of non-conformance on enterprise system

2.5

Identify problems/issues

2.6

Take appropriate action on problems and issues

3

Determine developments needed in a new or significantly modified system

3.1

Identify needs requiring a new system or development of modifications to the current system

3.2

Draft scope, specifications and outcomes required

3.3

Liaise with key stakeholders and relevant technical experts to refine scope, specifications and outcomes needed in new or modified system

3.4

Agree final scope, specifications and outcomes

4

Develop system

4.1

Develop project plan

4.2

Ensure ongoing consultation with all relevant stakeholders

4.3

Manage development project

4.4

Manage trialling of modified system

4.5

Ensure modified system meets organisational requirements

5

Implement modified system

5.1

Liaise with all affected personnel

5.2

Develop and agree an implementation strategy

5.3

Ensure all personnel have required skills

5.4

Implement modified system

5.5

Monitor implementation and modify, as required

Required skills

Required skills include:

identifying organisation needs from enterprise control system, including:

critical features (e.g. occupational health and safety (OHS), regulatory compliance and emergency shutdown)

essential features and operation controls

access levels and access security

cost of installation and operation

interfaces (e.g. human-machine, machine-machine, and system-system, e.g. SCADA with financial control systems)

correctly accessing and inputting information

communicating with stakeholders on information and control requirements

matching monitoring, control and reporting capability of system to organisation requirements

analysing features of enterprise system and determining training needs

solving problems to root cause

monitoring trials and initial implementation of enterprise control system

Required knowledge

Required knowledge includes:

capability of resource planning/SCADA systems, as appropriate

information and control needs of organisation/process

project management

support/training/skill development mechanisms available for access by personnel

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 their ability to:

analyse organisation needs and match to enterprise control system features

determine critical features required in enterprise control system

modify system as a result of trials or changing needs.

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.

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.

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 SCADA software, ERP systems, 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

SCADA

SCADA refers to:

a number of systems which automatically collect critical process data, perform required mathematical manipulations on it and then make control decisions and/or give required information personnel for action

In the continuous operations sector, the SCADA system is sometimes integrated into other sophisticated computer control systems, such as distributed control system (DCS) and indeed these systems do merge in advanced systems. These organisations may simply refer to their SCADA as the DCS or other similar term (such as the proprietary name of the computer system)

Resource planning

Planning software is a general term applied to a number of software systems which integrate a range of business information, such as:

finance

logistics maintenance and production

It is frequently referred to by names, such as ERP and MRP/MRPII

Value stream

The value stream begins with the customer and includes all actions (both value adding and non value added) by both internal sections/departments and external organisations to meet a customer requirement.

Depending on the operations and the customer requirement stages where value stream actions may occur include:

sales outlet/representative

information gathering, data analysis and research

product design

raw material sourcing

intermediate processing

final assembler/collation/preparation

support services (e.g. accounting, finance and legal)

storage and delivery to customer

after market support

Unit sector

Competitive systems and practices