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Evidence Guide: MEM18004B - Maintain and overhaul mechanical equipment

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

MEM18004B - Maintain and overhaul mechanical equipment

What evidence can you provide to prove your understanding of each of the following citeria?

Perform preventative maintenance tasks and adjustments

  1. Preventative maintenance schedule is read and task requirements are determined.
  2. Appropriate maintenance principles and techniques are used and routine maintenance tasks are performed on mechanical equipment, components or sub-assemblies using correct tools, equipment and procedures.
  3. Mechanical equipment, components, sub-assemblies are checked visually and with test equipment, using prescribed procedures and safety requirements to ensure correct function or determine malfunction.
  4. Adjustments are made to equipment or components to ensure specifications are met using acceptable fitting techniques and procedures, observing all safety requirements.
Preventative maintenance schedule is read and task requirements are determined.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Appropriate maintenance principles and techniques are used and routine maintenance tasks are performed on mechanical equipment, components or sub-assemblies using correct tools, equipment and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Mechanical equipment, components, sub-assemblies are checked visually and with test equipment, using prescribed procedures and safety requirements to ensure correct function or determine malfunction.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Adjustments are made to equipment or components to ensure specifications are met using acceptable fitting techniques and procedures, observing all safety requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Diagnose and locate faults

  1. Equipment component function is determined by reference to engineering drawings, technical manuals and or consultation with appropriate personnel.
  2. Maintenance reports are checked, reviewed and faults are diagnosed.
  3. Consultation with operators and other relevant plant personnel is carried out to assist in locating faults.
  4. Where appropriate, test equipment is selected and applied in accordance with defined requirements and procedures to assist fault location.
  5. Fault condition is diagnosed and localised at component level using appropriate test equipment and procedures.
  6. Faulty condition is evaluated and appropriate corrective action is taken.
  7. Faults are documented to standard operating procedures.
Equipment component function is determined by reference to engineering drawings, technical manuals and or consultation with appropriate personnel.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintenance reports are checked, reviewed and faults are diagnosed.

Completed
Date:

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Consultation with operators and other relevant plant personnel is carried out to assist in locating faults.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Where appropriate, test equipment is selected and applied in accordance with defined requirements and procedures to assist fault location.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Fault condition is diagnosed and localised at component level using appropriate test equipment and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Faulty condition is evaluated and appropriate corrective action is taken.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Faults are documented to standard operating procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Repair or overhaul mechanical system

  1. Machine or equipment is isolated safely or checked for isolation.
  2. Faulty equipment, component or sub-assembly is removed from system using appropriate engineering principles, tools, equipment and procedures.
  3. Replaceable items are selected from manufacturers' catalogues and obtained by appropriate means.
  4. Correct repair procedure, tools and equipment are selected and prepared for use on serviceable items.
  5. Using appropriate engineering principles, designated procedures, correct tools/equipment and safe workshop practices, serviceable items are repaired or overhauled to manufacturers' or site specifications.
  6. Components are checked with precision instruments to ensure conformance to specifications where applicable.
Machine or equipment is isolated safely or checked for isolation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Faulty equipment, component or sub-assembly is removed from system using appropriate engineering principles, tools, equipment and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Replaceable items are selected from manufacturers' catalogues and obtained by appropriate means.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Correct repair procedure, tools and equipment are selected and prepared for use on serviceable items.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Using appropriate engineering principles, designated procedures, correct tools/equipment and safe workshop practices, serviceable items are repaired or overhauled to manufacturers' or site specifications.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Components are checked with precision instruments to ensure conformance to specifications where applicable.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Fit and adjust mechanical equipment

  1. All electrical, safety and site requirements are adhered to throughout the maintenance cycle.
  2. Maintenance report is completed to standard operating procedures and conveyed to designated personnel.
  3. Fitting requirements are determined and sequential assembly planning is carried out where applicable.
  4. Sound fitting principles and techniques are applied in the preparation and assembly of component parts using fastening equipment and methods which ensure conformance to specifications, operational performance, quality and safety.
  5. Using acceptable maintenance practices, correct gland packing, jointing and gasket materials are selected and applied correctly in conformance to specifications and operational requirements.
  6. Correct lubrication requirements are determined by appropriate means and attended to where applicable using mechanical or manual applications.
  7. Appropriate wedges and levelling devices are used to level mechanical equipment as appropriate.
  8. Correct alignment and balancing functions are performed where appropriate.
  9. Final adjustments are performed on mechanical equipment to align to operational specifications using acceptable engineering principles, fitting techniques and procedures
  10. Mechanical equipment is tested for accuracy and correct operation where applicable, and returned to service to specifications using acceptable procedures.
  11. Appropriate work and safety clearances are obtained throughout maintenance cycle.
All electrical, safety and site requirements are adhered to throughout the maintenance cycle.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintenance report is completed to standard operating procedures and conveyed to designated personnel.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Fitting requirements are determined and sequential assembly planning is carried out where applicable.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Sound fitting principles and techniques are applied in the preparation and assembly of component parts using fastening equipment and methods which ensure conformance to specifications, operational performance, quality and safety.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Using acceptable maintenance practices, correct gland packing, jointing and gasket materials are selected and applied correctly in conformance to specifications and operational requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Correct lubrication requirements are determined by appropriate means and attended to where applicable using mechanical or manual applications.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Appropriate wedges and levelling devices are used to level mechanical equipment as appropriate.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Correct alignment and balancing functions are performed where appropriate.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Final adjustments are performed on mechanical equipment to align to operational specifications using acceptable engineering principles, fitting techniques and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Mechanical equipment is tested for accuracy and correct operation where applicable, and returned to service to specifications using acceptable procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Appropriate work and safety clearances are obtained throughout maintenance cycle.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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, in an integrated manner, diagnose, locate faults, repair, overhaul, fit and adjust mechanical systems and equipment. 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. Where assessment occurs off the job, i.e. the candidate is not in productive work, 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 maintaining and overhauling mechanical equipment 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, supervisor's 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

Required Skills and Knowledge

Required skills

Look for evidence that confirms skills in:

planning and sequencing of multiple tasks

sourcing resources

using diagnostic skills to check and test mechanical systems/equipment

using communication skills to consult with operators and other relevant plant personnel to assist in locating faults

making systematic operational adjustments

checking system

using language and literacy skills to enable all reporting requirements to be met including checking maintenance reports; documenting faults etc.

reading and interpreting engineering drawings, technical manuals equipment component function

Required knowledge

Look for evidence that confirms knowledge of:

preventative maintenance procedures

functions of system/equipment and their operational requirements

causes and symptoms of faults and failures

system and equipment hazard identification and isolation procedures

options for sourcing replacement parts

consequences of incorrect adjustments

procedures for testing the mechanical systems and equipment

procedures for returning mechanical systems and equipment to service

use and application of personal protective equipment

safe work practices and procedures

hazards and control measures associated with maintaining and overhauling mechanical equipment

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.

Routine maintenance tasks

Checks for correct operation, lubrication, adjustments; repair to leaking glands

Test equipment

Engineers level, laser alignments etc., and appropriate equipment for measurement of alignment, flatness, squareness, straightness, temperature, vibration, load deflection, noise level, RPM

Fitting techniques and procedures

Appropriate fitting principles and techniques are utilised in the assembly/disassembly of component parts using fastening equipment and methods, e.g. dowelling, pinning and pegging, keying, thread production and repair, etc. which ensures conformance to specifications, operational performance, quality and safety. It also includes the straightforward removal and replacement of pre-manufactured bearings and seals and using acceptable maintenance procedures, appropriate lubrication, gland packing, jointing/gaskets, and seals. Materials are selected and applied in conformance to application requirements and specifications as applicable. Using acceptable workshop practices new components are manufactured including by marking out, drilling, scraping, filing, reaming, tapping or threading to specifications