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 requirements for drafting and amendment of technical publications

conduct research and gather required data from engineering records and relevant engineering staff and managers

select appropriate publication media and publication style and format

use selected software packages to draft technical publications

prepare illustrator briefings and observe copyright legislation

prepare proof copies of publications and obtain client approval

manage the production and devise distribution, amendment and version control systems.

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. 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 knowledge.

Assessment methods must be by direct observation of tasks and include questioning on underpinning knowledge to ensure its correct interpretation and application.

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.

Required skills

Required skills include:

researching engineering design, production and issues, such as end use, environment and related technical maintenance and product support policies

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

analysing, designing, planning and implementing amendment generation, approval, recording and distribution procedures

solving problems

selecting and using word processing software and graphics packages

specifying the style and layout of technical publications

controlling procedures for technical publication distribution

Required knowledge

Required knowledge includes:

word processing and graphics packages used for technical publication and publication amendment drafting

publication writing conventions, standards and specifications

the use of style guides

illustration techniques

reading of engineering drawings, including:

standard drawing sheets and drawing layouts

types of drawing

engineering standards and specifications

technical terms and abbreviations

sectioned views

dimensioning

tolerancing of dimensions

types of fit

standard hardware

screw threads

threaded components and washers

locking devices

rivets

special structural fasteners

spur gears

welding symbols and geometry tolerancing

surface texture

material specifications and metal surface treatment

reading of electrical and electronic circuits and wiring diagrams

development of system schematics

development of block diagrams

sketching

use and development of logic charts

development of fault diagnosis guides

the preparation of illustrators’ briefs

the preparation of indexes to publication contents

problem solving methodology

regulations relevant to technical publications

OHS legislation

for print-based publications, procedures for processing drafts through desktop publishing to printing, binding and distribution

for electronic format publications, the principles for publication database systems and the development of input data

requirements for, and methods of, maintaining publication records

applicable publication standards and systems

copyright legislation

desktop publishing software systems

printing methods

binder systems

management methods for amendment, custody and distribution of technical publications

version control procedures which will normally consist of a recording system for amendment distribution and incorporation

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.

Technical publications

Technical publications may include:

workshop manuals

operating instructions

assembly instructions

parts catalogues

technical specifications

technical brochures for sales/marketing

procedures manuals

The required medium

The required medium may be:

print-based

electronic

microfiche

Style and layout

Style and layout may be determined from:

an applicable style guide

contract requirements

industry standards and specifications

Relevant data sources

Relevant data sources may include:

design and production data and drawings

parts and materials listings

engineering specifications

operating procedure documentation

component assembly procedures

maintenance schedules

manufacturer and trade catalogues

relevant legislation and regulations

Relevant experts

Relevant experts may include:

the client

design engineers and staff

production staff

maintenance managers and staff

component and material suppliers

regulator representatives

The requirement for publication amendment action

The requirement for publication amendment action may arise from:

publication user feedback

modifications to systems or components

test procedure development or refinement

quality system audits

compliance with regulatory requirements

The editing process

The editing process may involve checking for:

compliance with the style guide

completeness and ease of understanding

appropriate use of graphics

observance of applicable regulations and legislation including copyright

final draft mark-up for desktop publishing

application of version control procedures

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 legislation and regulations in areas, such as OHS and environmental protection

sustainability requirements