Assessor Resource

MSFBA3020
Install roller shutters

Assessment tool

Version 1.0
Issue Date: May 2024


This unit of competency describes the skills and knowledge required to identify and install roller shutters according to job requirements. The unit involves planning job requirements, identifying required shutter products to be used and their measurements and fasteners, and applying workplace procedures to ensure their safe and correct installation.

The unit applies to those installing roller shutters in residential and commercial environments. The shutters to be installed include light-weight domestic, heavy-weight commercial, and fire-rated and cyclone-rated shutters. The shutters may be installed in a range of openings, including windows, fixed and sliding doors, building entrances, and inside and exterior to buildings. They may be fastened to a range of surfaces, including aluminium, concrete, masonry, plasterboard and timber.

Licensing, legislative, or certification requirements may apply to this unit. Relevant state/territory and local government agencies should be consulted to determine necessary requirements for installing roller shutters

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



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.

There must be evidence the candidate has completed the tasks outlined in the elements, performance criteria, and foundation skills of this unit, which must include the ability to:

safely and correctly install one of each of the following types of roller shutters:

light-weight exterior domestic roller shutter

heavy-weight exterior commercial roller shutter

fire-rated or cyclone-rated roller shutter

interior roller shutter.

One of the above installations must be in an above-ground level opening and demonstrate the safe and correct use of lifting equipment.

In the course of the above four installations, the person must demonstrate the ability to install shutters with the following shutter control devices:

one electric system involving radio-controlled remote device or photocell sensor device

one manual system involving winders or straps.

One of the above shutter control devices must be a 240V control device connected to mains power, and one a 12V rechargeable solar or battery-operated control device.

In the course of each of the above installations, the person must:

interpret work order, and locate required materials, tools and equipment

apply safe lifting and handling procedures

follow work instructions and safe operating procedures to:

minimise risk of injury to self and others

prevent damage to site, tools, equipment and products

maintain required production output and quality

use hand and power tools safely

use personal protective equipment (PPE)

use and dispose of waste sustainably

avoid backtracking, work flow interruptions and wastage

identify and resolve routine problems and faults encountered

work with others, recognising dependencies and using cooperative approaches to optimise work flow and productivity.

In installing the suite of roller shutters, the candidate must demonstrate the ability to:

install in at least two of the following different openings:

door or window

sliding door

wide-span opening of 3.2 metres or above requiring the help of an assistant

fasten to at least two of the following different surfaces:

aluminium

concrete

masonry

plasterboard

timber.

There must be evidence the candidate has knowledge of:

features of installation work orders and supplier instructions relating to the types of roller shutters in the performance evidence, and how to identify and interpret key information

work order requirements, and industry-accepted quality indicators and requirements, relating to installations described in performance evidence:

key requirements of Australian standards and codes of practice for individual installers

building code requirements specific to installation described in performance evidence

safety considerations and potential dangers associated with incorrect installation

wind zoning requirements relating to exterior roller shutters

operation and maintenance requirements of roller shutters in performance evidence

emerging trends in installing roller shutters, including:

new materials used in face, reveal and packing

their associated energy ratings and fire-retardant attributes

work health and safety (WHS) procedures, practices and regulations specific to installations described in performance evidence:

controlling hazards and risks

eliminating hazardous materials and substances

managing rain and wind resistance during installation

using firefighting equipment, first aid equipment

operating lifting equipment

using personal protective equipment

workplace procedures relating to:

communication channels and protocols

scheduling installation

accessing and inspecting installation sites

manual handling, including lifting and carrying

following manufacturer instructions and procedures

safely installing and fastening roller shutters

tagging and reporting faulty tools and equipment

disposing of waste safely and in an environmentally sustainable manner

recycling and re-use guidelines

cleaning and storing tools and equipment

storing surplus unused items

recording and reporting installation information

presenting invoices, and collecting and receipting payments

techniques for installing electric and manual shutter control devices:

electric, including radio-controlled remote devices and photocell sensor devices using 240V mains power, and 12V rechargeable solar and battery-operated control

manual, including winders or straps

effect of site characteristics and access restrictions on installation equipment selection and use

techniques for installing and fastening roller shutters described in performance evidence, including:

in openings made of a range of:

aluminium

concrete

masonry

plasterboard

timber

installing and fastening that:

conform to quality requirements

comply with supplier instructions and manufacturer specifications

maximise the appearance of the finished work

provide for the most economical use of materials and labour

mathematical methods for estimating and measuring installation openings, including factoring in required tolerances

requirements and procedures for using qualified licensed electricians when installation and control devices involve mains power

types of common problems that occur during installation, and how to avoid and respond

types, characteristics, uses, maintenance and limitations of the following items required for the installations described in performance evidence:

roller shutter products and materials

operating mechanisms required for type of roller shutter being installed, including radio-controlled remote devices and photocell sensor devices

specialised fasteners used for the different types of roller shutters

tools and equipment:

hand tools, including screwdrivers, hack saws and snip cutters

power tools, including 240V mains connected, and 12V rechargeable solar and battery-operated

equipment, including ladders, drop sheets, barriers, cones, signs and lifting equipment

documentation requirements for installation work described in performance evidence

Assessment must occur in the workplace, or in a simulated environment that reflects workplace conditions and contingencies.

Access is required to tools, materials, equipment and specifications for the installation described in the performance evidence above, including:

roller shutters requiring installation as specified in the performance evidence

PPE applicable to job requirements

WHS documentation specific to the installation

tools and equipment specified in the knowledge evidence

control devices for shutters being installed

workplace documentation required for each installation, including:

work orders, customer orders, job cards, and work quotations

workplace procedures specified in the knowledge evidence

supplier instructions and manufacturer specifications

customer care cards

customer invoices and receipts

time sheets.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.


Submission Requirements

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

There must be evidence the candidate has completed the tasks outlined in the elements, performance criteria, and foundation skills of this unit, which must include the ability to:

safely and correctly install one of each of the following types of roller shutters:

light-weight exterior domestic roller shutter

heavy-weight exterior commercial roller shutter

fire-rated or cyclone-rated roller shutter

interior roller shutter.

One of the above installations must be in an above-ground level opening and demonstrate the safe and correct use of lifting equipment.

In the course of the above four installations, the person must demonstrate the ability to install shutters with the following shutter control devices:

one electric system involving radio-controlled remote device or photocell sensor device

one manual system involving winders or straps.

One of the above shutter control devices must be a 240V control device connected to mains power, and one a 12V rechargeable solar or battery-operated control device.

In the course of each of the above installations, the person must:

interpret work order, and locate required materials, tools and equipment

apply safe lifting and handling procedures

follow work instructions and safe operating procedures to:

minimise risk of injury to self and others

prevent damage to site, tools, equipment and products

maintain required production output and quality

use hand and power tools safely

use personal protective equipment (PPE)

use and dispose of waste sustainably

avoid backtracking, work flow interruptions and wastage

identify and resolve routine problems and faults encountered

work with others, recognising dependencies and using cooperative approaches to optimise work flow and productivity.

In installing the suite of roller shutters, the candidate must demonstrate the ability to:

install in at least two of the following different openings:

door or window

sliding door

wide-span opening of 3.2 metres or above requiring the help of an assistant

fasten to at least two of the following different surfaces:

aluminium

concrete

masonry

plasterboard

timber.

There must be evidence the candidate has knowledge of:

features of installation work orders and supplier instructions relating to the types of roller shutters in the performance evidence, and how to identify and interpret key information

work order requirements, and industry-accepted quality indicators and requirements, relating to installations described in performance evidence:

key requirements of Australian standards and codes of practice for individual installers

building code requirements specific to installation described in performance evidence

safety considerations and potential dangers associated with incorrect installation

wind zoning requirements relating to exterior roller shutters

operation and maintenance requirements of roller shutters in performance evidence

emerging trends in installing roller shutters, including:

new materials used in face, reveal and packing

their associated energy ratings and fire-retardant attributes

work health and safety (WHS) procedures, practices and regulations specific to installations described in performance evidence:

controlling hazards and risks

eliminating hazardous materials and substances

managing rain and wind resistance during installation

using firefighting equipment, first aid equipment

operating lifting equipment

using personal protective equipment

workplace procedures relating to:

communication channels and protocols

scheduling installation

accessing and inspecting installation sites

manual handling, including lifting and carrying

following manufacturer instructions and procedures

safely installing and fastening roller shutters

tagging and reporting faulty tools and equipment

disposing of waste safely and in an environmentally sustainable manner

recycling and re-use guidelines

cleaning and storing tools and equipment

storing surplus unused items

recording and reporting installation information

presenting invoices, and collecting and receipting payments

techniques for installing electric and manual shutter control devices:

electric, including radio-controlled remote devices and photocell sensor devices using 240V mains power, and 12V rechargeable solar and battery-operated control

manual, including winders or straps

effect of site characteristics and access restrictions on installation equipment selection and use

techniques for installing and fastening roller shutters described in performance evidence, including:

in openings made of a range of:

aluminium

concrete

masonry

plasterboard

timber

installing and fastening that:

conform to quality requirements

comply with supplier instructions and manufacturer specifications

maximise the appearance of the finished work

provide for the most economical use of materials and labour

mathematical methods for estimating and measuring installation openings, including factoring in required tolerances

requirements and procedures for using qualified licensed electricians when installation and control devices involve mains power

types of common problems that occur during installation, and how to avoid and respond

types, characteristics, uses, maintenance and limitations of the following items required for the installations described in performance evidence:

roller shutter products and materials

operating mechanisms required for type of roller shutter being installed, including radio-controlled remote devices and photocell sensor devices

specialised fasteners used for the different types of roller shutters

tools and equipment:

hand tools, including screwdrivers, hack saws and snip cutters

power tools, including 240V mains connected, and 12V rechargeable solar and battery-operated

equipment, including ladders, drop sheets, barriers, cones, signs and lifting equipment

documentation requirements for installation work described in performance evidence

Assessment must occur in the workplace, or in a simulated environment that reflects workplace conditions and contingencies.

Access is required to tools, materials, equipment and specifications for the installation described in the performance evidence above, including:

roller shutters requiring installation as specified in the performance evidence

PPE applicable to job requirements

WHS documentation specific to the installation

tools and equipment specified in the knowledge evidence

control devices for shutters being installed

workplace documentation required for each installation, including:

work orders, customer orders, job cards, and work quotations

workplace procedures specified in the knowledge evidence

supplier instructions and manufacturer specifications

customer care cards

customer invoices and receipts

time sheets.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

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
Check that completed work complies with quality and work order requirements, and rectify identified deficiencies 
Clean work area and surfaces, and dispose of waste safely and sustainably according to workplace procedures 
Identify and store surplus unused items for re-use and recycling according to workplace procedures 
Check tools and equipment, and tag and report faulty items according to workplace procedures 
Clean and store remaining tools and equipment according to workplace procedures 
Advise customer on correct operation and maintenance of roller shutters 
Legibly complete and process required workplace and customer documentation 
Identify job and shutter requirements from work order and supplier instructions 
 
 
 
 
 
Inspect installation site in consultation with customer, confirm type of shutter to be installed, and address job, site and customer-specific technical and safety requirements 
 
 
 
Check that completed work complies with quality and work order requirements, and rectify identified deficiencies 
 
 
 
 
 
 

Forms

Assessment Cover Sheet

MSFBA3020 - Install roller shutters
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

MSFBA3020 - Install roller shutters

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: