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Evidence Guide: MSL905003 - Create or modify automated calibration procedures

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

 

MSL905003 - Create or modify automated calibration procedures

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

Assess the suitability of available automated procedures

  1. Determine the technical and quality deficiencies of the current automated calibration procedure
  2. Research alternative established procedures, if available
  3. Establish whether an available procedure can be customised or if a new procedure is needed
  4. Obtain internal approval to develop an automation plan and strategy
  5. Identify the resources required for automation and verify they meet necessary quality, laboratory and technical requirements
  6. Confirm that the automated procedure will meet the needs of the client, if applicable
Determine the technical and quality deficiencies of the current automated calibration procedure

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Research alternative established procedures, if available

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish whether an available procedure can be customised or if a new procedure is needed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain internal approval to develop an automation plan and strategy

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify the resources required for automation and verify they meet necessary quality, laboratory and technical requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm that the automated procedure will meet the needs of the client, if applicable

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Create or edit automated procedure

  1. Identify and document all relevant calibration data to be collected, including parameters and ranges to be tested
  2. Check that instructions are adequately documented to ensure repeatability of test
  3. Document hazards and safety measures to be observed
  4. List the requirements for calibration approval and rejection
  5. Specify data to be recorded and produce a results template, if required
  6. Edit or compile the procedure using appropriate software
  7. Confirm that all calibration requirements can be fulfilled by using the procedure
  8. Test run the program, check errors and debug as necessary
Identify and document all relevant calibration data to be collected, including parameters and ranges to be tested

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check that instructions are adequately documented to ensure repeatability of test

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document hazards and safety measures to be observed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

List the requirements for calibration approval and rejection

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Specify data to be recorded and produce a results template, if required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Edit or compile the procedure using appropriate software

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm that all calibration requirements can be fulfilled by using the procedure

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Test run the program, check errors and debug as necessary

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Configure instruments/equipment

  1. Use the appropriate personal protective equipment (PPE), safety equipment and procedures
  2. Configure workstation, reference standards, instruments and equipment
  3. Verify performance of reference standards, instruments and equipment prior to use and adjust or calibrate as necessary
  4. Identify and minimise potential sources of measurement error
Use the appropriate personal protective equipment (PPE), safety equipment and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Configure workstation, reference standards, instruments and equipment

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Verify performance of reference standards, instruments and equipment prior to use and adjust or calibrate as necessary

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and minimise potential sources of measurement error

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Refine the automated procedure

  1. Run automated procedure to confirm functionality of all steps
  2. Recognise non-conforming results or data and amend the program or troubleshoot procedure/equipment as necessary
  3. Verify all data are the result of valid measurements and all calculations are correct
  4. Confirm the integrity of procedure at each step to ensure repeatability of measurement
Run automated procedure to confirm functionality of all steps

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Recognise non-conforming results or data and amend the program or troubleshoot procedure/equipment as necessary

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Verify all data are the result of valid measurements and all calculations are correct

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm the integrity of procedure at each step to ensure repeatability of measurement

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Verify automated procedure is fit for purpose

  1. Generate a calibration report and compare results achieved with other methods
  2. Systematically analyse all measurement and environmental factors that may influence results and take corrective action
  3. Quantify the uncertainties of results by analysing equipment specifications and test methodology
  4. Arrange for internal peer checking of procedure, data and results and incorporate feedback
  5. Review feedback from other laboratories to assess acceptance of procedure, if applicable
  6. Confirm the procedure is fit for purpose and relevant to the client's needs and document as required
Generate a calibration report and compare results achieved with other methods

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Systematically analyse all measurement and environmental factors that may influence results and take corrective action

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Quantify the uncertainties of results by analysing equipment specifications and test methodology

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Arrange for internal peer checking of procedure, data and results and incorporate feedback

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review feedback from other laboratories to assess acceptance of procedure, if applicable

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm the procedure is fit for purpose and relevant to the client's needs and document as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document and review automated procedure

  1. Ensure that the procedure is written in accordance with workplace procedures or statutory and regulatory requirements
  2. Ensure that the procedure has been reviewed in accordance with workplace procedures
  3. Report and present the procedure to appropriate personnel for validation before use
Ensure that the procedure is written in accordance with workplace procedures or statutory and regulatory requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure that the procedure has been reviewed in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Report and present the procedure to appropriate personnel for validation before use

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Assess the suitability of available automated procedures

1.1

Determine the technical and quality deficiencies of the current automated calibration procedure

1.2

Research alternative established procedures, if available

1.3

Establish whether an available procedure can be customised or if a new procedure is needed

1.4

Obtain internal approval to develop an automation plan and strategy

1.5

Identify the resources required for automation and verify they meet necessary quality, laboratory and technical requirements

1.6

Confirm that the automated procedure will meet the needs of the client, if applicable

2

Create or edit automated procedure

2.1

Identify and document all relevant calibration data to be collected, including parameters and ranges to be tested

2.2

Check that instructions are adequately documented to ensure repeatability of test

2.3

Document hazards and safety measures to be observed

2.4

List the requirements for calibration approval and rejection

2.5

Specify data to be recorded and produce a results template, if required

2.6

Edit or compile the procedure using appropriate software

2.7

Confirm that all calibration requirements can be fulfilled by using the procedure

2.8

Test run the program, check errors and debug as necessary

3

Configure instruments/equipment

3.1

Use the appropriate personal protective equipment (PPE), safety equipment and procedures

3.2

Configure workstation, reference standards, instruments and equipment

3.3

Verify performance of reference standards, instruments and equipment prior to use and adjust or calibrate as necessary

3.4

Identify and minimise potential sources of measurement error

4

Refine the automated procedure

4.1

Run automated procedure to confirm functionality of all steps

4.2

Recognise non-conforming results or data and amend the program or troubleshoot procedure/equipment as necessary

4.3

Verify all data are the result of valid measurements and all calculations are correct

4.4

Confirm the integrity of procedure at each step to ensure repeatability of measurement

5

Verify automated procedure is fit for purpose

5.1

Generate a calibration report and compare results achieved with other methods

5.2

Systematically analyse all measurement and environmental factors that may influence results and take corrective action

5.3

Quantify the uncertainties of results by analysing equipment specifications and test methodology

5.4

Arrange for internal peer checking of procedure, data and results and incorporate feedback

5.5

Review feedback from other laboratories to assess acceptance of procedure, if applicable

5.6

Confirm the procedure is fit for purpose and relevant to the client's needs and document as required

6

Document and review automated procedure

6.1

Ensure that the procedure is written in accordance with workplace procedures or statutory and regulatory requirements

6.2

Ensure that the procedure has been reviewed in accordance with workplace procedures

6.3

Report and present the procedure to appropriate personnel for validation before use

Required Skills and Knowledge

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Assess the suitability of available automated procedures

1.1

Determine the technical and quality deficiencies of the current automated calibration procedure

1.2

Research alternative established procedures, if available

1.3

Establish whether an available procedure can be customised or if a new procedure is needed

1.4

Obtain internal approval to develop an automation plan and strategy

1.5

Identify the resources required for automation and verify they meet necessary quality, laboratory and technical requirements

1.6

Confirm that the automated procedure will meet the needs of the client, if applicable

2

Create or edit automated procedure

2.1

Identify and document all relevant calibration data to be collected, including parameters and ranges to be tested

2.2

Check that instructions are adequately documented to ensure repeatability of test

2.3

Document hazards and safety measures to be observed

2.4

List the requirements for calibration approval and rejection

2.5

Specify data to be recorded and produce a results template, if required

2.6

Edit or compile the procedure using appropriate software

2.7

Confirm that all calibration requirements can be fulfilled by using the procedure

2.8

Test run the program, check errors and debug as necessary

3

Configure instruments/equipment

3.1

Use the appropriate personal protective equipment (PPE), safety equipment and procedures

3.2

Configure workstation, reference standards, instruments and equipment

3.3

Verify performance of reference standards, instruments and equipment prior to use and adjust or calibrate as necessary

3.4

Identify and minimise potential sources of measurement error

4

Refine the automated procedure

4.1

Run automated procedure to confirm functionality of all steps

4.2

Recognise non-conforming results or data and amend the program or troubleshoot procedure/equipment as necessary

4.3

Verify all data are the result of valid measurements and all calculations are correct

4.4

Confirm the integrity of procedure at each step to ensure repeatability of measurement

5

Verify automated procedure is fit for purpose

5.1

Generate a calibration report and compare results achieved with other methods

5.2

Systematically analyse all measurement and environmental factors that may influence results and take corrective action

5.3

Quantify the uncertainties of results by analysing equipment specifications and test methodology

5.4

Arrange for internal peer checking of procedure, data and results and incorporate feedback

5.5

Review feedback from other laboratories to assess acceptance of procedure, if applicable

5.6

Confirm the procedure is fit for purpose and relevant to the client's needs and document as required

6

Document and review automated procedure

6.1

Ensure that the procedure is written in accordance with workplace procedures or statutory and regulatory requirements

6.2

Ensure that the procedure has been reviewed in accordance with workplace procedures

6.3

Report and present the procedure to appropriate personnel for validation before use

Evidence of competence in this unit must satisfy all of the requirements of the elements and performance criteria, and include demonstration of:

creating, editing, testing and documenting at least one (1) computer controlled calibration procedure

following all relevant safety procedures

assessing the suitability of software controlled calibration procedures

researching current, alternative calibration methods and equipment

developing or modifying calibration procedures to automate processes

writing efficient calibration procedures using an unambiguous, logical sequence of instructions that meet statutory and regulatory requirements

writing or editing efficient software programs for at least three (3) calibration applications and assessing their integrity under test

applying specialised technical knowledge to critically analyse and resolve complex problems associated with measurement non-conformances where solutions are not obvious or readily available

explaining automated calibration procedures to clients and clarifying their requirements

conducting reliable calibration/testing trials to ensure a high degree of reproducibility

liaising with peers and technical staff from other laboratories to clarify and validate automated procedures

estimating measurement uncertainty and applying statistical techniques for analysing test and/or calibration data

critically examining each calibration step to ensure repeatability and validity of data

preparing all test documentation accurately, concisely and in accordance with requirements

recognising and reporting opportunities for improvements.

Must provide evidence that demonstrates knowledge of:

requirements for the competence of testing and calibration laboratories (e.g. AS ISO/IEC 17025) as they affect job role and responsibilities

limits of authority and procedures for creating or modifying automated calibration procedures

structure and terminology used in standard calibration methods, procedures, requests and instructions

current automated calibration methods, procedures and technology applications used in laboratory

computer operation/automation using graphical user interfaces

equipment specifications and limitations and the implications of equipment substitution

equipment and testing method troubleshooting procedures

the hierarchy of reference materials

handling, transport, storage and operation of reference and working standards

calculation procedures to give results in appropriate accuracy, precision and units

methods for statistical analysis (means, ranges and standard deviations) and estimation of uncertainty of measurement (may include the use of software)

workplace procedures and legislative requirements for documenting calibration procedures

workplace and/or legal traceability requirements

work health and safety (WHS) and laboratory environmental control requirements.

Additional knowledge requirements relevant to the workplace context that apply for different calibration fields must be assessed, including testing and calibration conducted in the following fields:

acoustic and vibration measurement

chemical testing

construction materials testing

electrical testing

heat and temperature measurement

mechanical testing

metrology

non-destructive testing

optics and radiometry

pressure testing.

Range Statement

This field allows for different work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included.

Standards, codes, procedures and/or workplace requirements

Standards, codes, procedures and/or workplace requirements include the current version of one or more of:

Australian and international standards and codes covering:

general requirements for the competence of testing and calibration laboratories, laboratory safety, quality and environmental management

accuracy of measurement methods and results, expression of uncertainty (GUM), quantifying uncertainty in analytical measurement, quality assurance of measurement equipment

national work health and safety (WHS) standards, codes of practice

registration/licensing and/or National Association of Testing Authorities (NATA) accreditation requirements

safety requirements for equipment, materials or products; material safety data sheets (MSDS); and incident and accident/injury reports

standard operating procedures (SOPs), recording and reporting procedures

quality manuals, equipment and operating/technical manuals

test methods and calibration procedures (validated and authorised)

test methods and calibration procedures published by international, national or regional standards, reputable technical organisations, scientific texts or journals and equipment manufacturers

laboratory calibration software and programs, manufacturer's proprietary software

laboratory layout, work flows and schedules

Editing or creating automated procedures

Editing or creating automated procedures involves, but is not limited to, using, testing and/or calibrating one or more of the following:

common test equipment, such as anemometers, balances, barometers, callipers, environmental chambers, hygrometers, manometers, masses, micrometers, pressure equipment, spectrophotometers, tape measures, rules, temperature (digital) indicating systems, thermometers, thermocouples, timing devices, vibration analysis equipment and weighing instruments

electrical reference standards, such as air-lines, analogue meters, attenuators, bridges-manual balance, capacitors, DC voltage references, digital instruments (calibrators, DMMs, electronic transfer standards), inductors, instrument and ratio transformers, instrument transformer test sets, potentiometers, resistors, radio frequency (RF) power meters, RF thermistor mounts and thermal converters, shunts, time interval and frequency standards, transfer standards AC-DC, voltage dividers, volt ratio boxes and watt-hour references

working standards, instruments and testing equipment, such as electromagnetic compatibility (EMC) test equipment, field strength meters, flammability test equipment, gauges/test fingers/test pins, hipot testers, impact hammers, impulse testers, instrument calibrators, network analysers, signal generators and spectrum and harmonic analysers

Hazards

Hazards include, but are not limited to, one or more of:

electric shock

disturbance or interruption of services

manual handling of heavy equipment boxes

sources of electromagnetic radiation (lasers and RF generators/transmitters)

fluids under pressure

heat sources, such as ovens

Safety procedures

Safety procedures include, but are not limited to, one or more of:

ensuring access to service shut-off points

use of PPE, such as hearing protection, gloves, safety glasses and coveralls

handling and storing hazardous materials and equipment in accordance with labels, MSDS, manufacturer's instructions, workplace procedures and regulations

regular cleaning of equipment and work areas

WHS and environmental management requirements

WHS and environmental management requirements include:

· complying with WHS and environmental management requirements at all times, which may be imposed through state/territory or federal legislation. These requirements must not be compromised at any time

· applying standard precautions relating to the potentially hazardous nature of samples

accessing and applying current industry understanding of infection control issued by the National Health and Medical Research Council (NHMRC) and State and Territory Departments of Health, where relevant