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 produce a variety of graphical representations of mechanical and maintenance-related assemblies and components that are consistent with design information and relevant standards and conventions.

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

Assessors must be satisfied that the candidate can competently and consistently:

select and apply design criteria to meet requirements of the deign brief

review features, functions and context of engineering drawings

develop orthographic, isometric and other 3-D graphical representations

represent mechanical components and assemblies using sketching and computer graphics

represent mechanical components and features using a comprehensive range of standard conventions and graphical techniques

represent a range of mechanical assemblies using standard graphical representations

recognise when to engage appropriate licensed technical and professional assistance for advice

provide documentation, images and files.

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, 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 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 not only able 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:

reviewing mechanical or maintenance engineering applications for required features, functions and context of engineering design drawings

determining the range of design drawings required, including:

design drawings specified by designer and other requests (e.g. from clients and regulators)

models, views and sections required to indicate assembly, function, dimensions and materials

design drawings required to clearly indicate engineering design specifications to detailer

using CAD systems, comparing and selecting available software, functions and features appropriate to the design drawing task

developing orthographic, isometric and other 3-D graphical representations

representing mechanical components and assemblies using sketching and computer graphics

representing mechanical components and features using a comprehensive range of standard conventions and graphical techniques

representing a range of mechanical assemblies using standard graphical representations

selecting and applying design criteria to meet requirements of the design brief

engaging appropriate licensed technical and professional assistance for advice, as required, and reporting results of review and the application of graphics techniques

providing documentation, images and files according to job and enterprise procedures

Required knowledge

Required knowledge includes:

application of the role of engineering design, design drawing and detail drawing in mechanical and maintenance engineering tasks and projects, such as:

design specifications

mechanical and maintenance procedures

technical specifications and descriptions

availability and features of standards related to mechanical plant and devices, design, maintenance and alteration

AS 1100 Technical drawing, and means of locating and referencing other relevant standards

availability and features of standards related to mechanical plant and devices, design, maintenance and alteration

application of relevant standard for mechanical designs

methods of representing mechanical components and assemblies using sketching and computer graphics, including all relevant symbols, conventions, abbreviations, and so on

current and traditional methods of documentation generation and control:

computer library files

reference charts and catalogue information

manual drawing

generation of orthogonal images from models

worksite procedures for the processing and filing of graphics, specifications and operating and maintenance instructions/manuals

WHS and regulatory requirements, codes of practice, risk assessment and registration requirements relevant to mechanical and maintenance applications

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.

Designer

A designer is usually a professional engineer but may also be a scientist, engineering technologist, architect or other person with appropriate skills and knowledge for the design task. The term may also refer to situations where a team of designers are used to produce a design

Design drawing brief

The design drawing brief will be communicated to the design draftsperson and will include:

major and critical engineering specifications (e.g. dimensions, limits, fits, tolerances and materials)

required features and performance of equipment (e.g. volume, temperature and flow)

standards that must be adhered to

client requests

budget and project schedule

procedures to be followed for further clarifications

Design drawings

Design drawings is used in this unit to include all 3-D and 2-D files and hard copies produced as part of the design drawing process

Design criteria for mechanical designs

Criteria for mechanical designs may include:

function

aesthetics

manufacturability and maintainability

marketability

sustainability:

social, economic and environmental

material and energy resources

cost constraints

ergonomics, anthropometrics and physiology

facilities, plant and skills available

safety and risk

Appropriate licensed technical and professional assistance

Appropriate licensed technical and professional assistance may include:

technical support and advice relating to elements which have intrinsic dangers, such as:

high pressure

energised fluid vessels

high temperatures and heat energy capacity

wiring with high current control voltages above extra low voltage

professional support for technologies, such as:

specialist electric motor drives and controllers

specialist materials, plastics, metal alloys and nano materials

special processes, foundry, alloy welding, heat treatment, sealing and fastening

WHS, regulatory requirements and enterprise procedures

WHS, regulatory requirements and enterprise procedures may include:

WHS Acts and regulations

relevant standards

industry codes of practice

risk assessments

registration requirements

safe work practices

state and territory regulatory requirements applying to electrical work

Mechanical assemblies

Mechanical assemblies may include:

machines, drives and transmissions

materials handling equipment (e.g. belt conveyors, augers and pneumatic conveyors)

guards, handrails and platforms

structures, vessels and tanks

fan, ventilation, air conditioning service and ducting

manufacturing plant and process layouts

manufactured products

Mechanical components and features represented by standard conventions and graphical techniques

Mechanical components and features represented by standard conventions and graphical techniques may include:

hole basis, shaft basis and keyway tolerances and fits

dimensions, tolerances for limits and fits

materials and surface finish

weld symbols

webs, cross-sections and cutting planes

chain drives, gear sets, pulley and belt drives

threads, fasteners and springs

shafts, keyways and splines

structural sections

Features, functions and context of engineering design drawing

Features, functions and context of engineering design drawing include:

uses of design drafting for purposes, such as:

design specifications

production specifications

maintenance procedures

technical specifications and descriptions

graphical representation techniques, including orthogonal, 2-D and 3-D modelling, isometric and mechanical perspective, dimensioning, limits and fits, welding and other standard symbols

role of WHS and regulatory requirements, codes of practice, ministerial directives, risk assessment and registration requirements

availability and features of a range of standards related to mechanical plant and devices, design, maintenance and alteration

typical criteria for mechanical designs

software developments

current graphical methods compared with traditional methods

emerging developments in graphics and related engineering software

Standards and codes

This refers to all relevant Australian and international standards and codes applicable to a particular design task