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Elements and Performance Criteria

  1. Establish installation and upgrade requirements
  2. Organise and prepare installation
  3. Install and upgrade locks and hardware
  4. Complete the installation

Required Skills

Required skills

Look for evidence that confirms skills in

measuring and marking out with tape measures rules squares and templates

identify existing fixtures and fittings if any including type and quality of construction

establishing customer requirements such as location product typecolourfunction compatibility with existing hardware

communicating product information

interpreting fitting instructionstemplatesterminology

planning stagessteps for installation or upgrade and suitable timeframe for installation

checking tools for serviceability

selecting appropriate tools for the type of products materials and conditions

identifying and assessing hazards

using safety and personal protective equipment

safely using tools and equipment

drilling filing fixing

applying safe work practices

assessing the potential for unforeseen problems and incidents to affect the installation

testing and confirming function of locks and hardware

completing and processing documentation

Required knowledge

Look for evidence that confirms knowledge of

utility and application of lockshardwareaccessories

fixtures doors frames windows etc and their type of construction such as foam fill hollow clad steel aluminium and other materials

types and functions of locks hardware and accessories to suit different fixtures and materials

factors for determining customer requirements

factors affecting suitable options including intended use cost compatibility with existing hardware

installation procedures for lockshardwareaccessories

terminology relating to lock products and installation

tools and equipment for installing locks hardware and lock furniture

use of specialised tools such as morticers routers jigs cherry centre

materials parts and components for installation of locks and lock furniture

hazards and risks to installer client and public

applicable legislation local regulations

safety and emergency measures and safe work practices to avoid or minimise potential and actual hazards

individual responsibilities and duty of care

types and uses of personal protective equipment

access and installation factors such as site safety issues night access disruption to client work routines installation environment building codes

procedures for measuring and marking lock and lock furniture positions

installation procedures for locks and lock furniture

effects of incorrect installation

common installation problems

troubleshooting and lock testing methods

potential installation problems and incidents including breakdowns environmental physical time and cost restrictions product supply problems

strategies for resolving problems and incidents

procedures and industry standards for site cleanup

organisational requirements for final inspection

organisational requirements for client acceptance

manufacturer specifications uses limitations and warranties for relevant products

procedures to complete and process relevant documentation including installation details costings materials used records of faults and damage installation problems and factors testing and inspection results

environmentally safe disposal procedures for packaging and other waste

procedures for client notification and acceptance of job completion

Evidence Required

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

Overview of assessment

A person who demonstrates competency in this unit must be able to install and upgrade locks and hardware Competency in this unit cannot be claimed until all prerequisites have been satisfied

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

Assessors must be satisfied that the candidate can competently and consistently perform all elements of the unit as specified by the criteria including required knowledge and be capable of applying the competency in new and different situations and contexts

Context of and specific resources for assessment

This unit may be assessed on the job off the job or a combination of both on and off the job Where assessment occurs off the job that is the candidate is not in productive work then an appropriate simulation 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 The assessment environment should not disadvantage the candidate

This unit could be assessed in conjunction with any other units addressing the safety quality communication materials handling recording and reporting associated with installing and upgrading locks and hardware or other units requiring the exercise of the skills and knowledge covered by this unit

Method of assessment

Assessors should gather a range of evidence that is valid sufficient current and authentic Evidence can be gathered through a variety of ways including direct observation supervisors reports project work samples and questioning Questioning techniques should not require language literacy and numeracy skills beyond those required in this unit of competency The candidate must have access to all tools equipment materials and documentation required The candidate must be permitted to refer to any relevant workplace procedures product and manufacturing specifications codes standards manuals and reference materials

Guidance information for assessment


Range Statement

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.

Customer requirements

May relate to product type, function and capabilities, access issues, installation locations and positions, upgrade information, service and maintenance requirements, product operation and warranty information, costings

Work order/instructions

Schedules, timeframes, access and site information, products, installation and upgrade requirements, specific client requests, materials, costings, warranties and service information, legislation, codes and regulatory requirements, OHS factors and requirements

Organisational requirements

Quality assurance standards and procedures, service standards, safety and OHS practices and obligations, resource storage and use, organisational processes and procedures, documentation processes, product and process training

Tools, equipment and other materials

Hand tools, power tools and accessories, fixing tools, special-purpose equipment, lubricants, adhesives and sealants, cleaning materials, wire and cable, vacuum, door&window and frame materials e.g. aluminium, timber, MDF

Safety and personal protective equipment

Night hats, signs, barriers, masks/goggles/safety glasses, earmuffs/plugs, vests, hard hats, gloves, knee pads, safety boots, warning signs and tapes, fire extinguisher, first aid kit

Locks and hardware

Cylinder nightlatches and deadlocks, lever and cylinder mortice locks, tubular deadbolts, key in knob, key in lever, tie bolts, door control devices, exit devices, lockable bolts, peep holes, window locks

Safe work procedures and practices

Risk identification and assessment, non compliance with building codes and regulations, safety practices and regulations, safe use of tools and equipment, individual responsibilities and obligations, safety training and procedures, emergency and first aid procedures, working in confined spaces, use of personal protective equipment, industry standards and codes of practice, dust and fibres in relation to MDF and possible asbestos

Legislation, codes, regulations and standards

Industry licensing, industry codes of practice, privacy laws, Australian standards, building codes and those of other regulatory bodies, quality assurance, organisational standards and practices, awards and enterprise agreements, competition, trade and consumer protection laws