Friday, March 24, 2023
INSTRUMENTATION AND CONTROL SERVICING NC III
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TRAINING
REGULATIONS
INSTRUMENTATION AND
CONTROL SERVICING NC III
ELECTRONICS SECTOR
TECHNICAL EDUCATION AND SKILLS DEVELOPMENT AUTHORITY
East Service Road, South Superhighway, Taguig City, Metro Manila
0
TABLE OF CONTENTS
ELECTRONICS SECTOR
INSTRUMENTATION AND CONTROL SERVICING
NATIONAL CERTIFICATE LEVEL III
Page No.
SECTION 1 INSTRUMENTATION AND CONTROL
SERVICING NC III QUALIFICATIONS 1
SECTION 2 COMPETENCY STANDARDS 2 - 47
Basic Competencies 2 - 20
Common Competencies 21 - 38
Core Competencies 39 - 47
SECTION 3 TRAINING STANDARDS 48 - 55
SECTION 4 ASSESSMENT AND CERTIFICATION
ARRANGEMENTS 56
COMPETENCY MAP
DEFINITION OF TERMS 57 – 60
COMPETENCY MAP 61
ACKNOWLEDGEMENT 62
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TRAINING REGULATIONS FOR
INSTRUMENTATION AND CONTROL SERVICING NC III
SECTION 1: INSTRUMENTATION AND CONTROL SERVICING QUALIFICATIONS
The INSTRUMENTATION AND CONTROL SERVICING NC III Qualification consists of
competencies that a person must achieve to enable him/her to loop check, maintain, and
repair various instrumentation & control devices and systems, as well as microcomputer
hardware, operating systems, common user applications, network systems, and various
common peripherals in a manufacturing or processing environment.
This Qualification is packaged from the competency map of the Electronics Industry
(Service sector) as shown in Annex A.
The units of competency comprising this qualification include the following:
Code BASIC COMPETENCIES
5 00 311 1 09 Lead workplace communication
5 00 311 1 10 Lead small teams
5 00 311 1 11 Develop and practice negotiation skills
5 00 311 1 12 Solve problems related to work activities
5 00 311 1 13 Use mathematical concepts and techniques
5 00 311 1 14 Use relevant technologies
Code COMMON COMPETENCIES
ELC724201 Use Hand Tools
ELC311201 Perform Mensuration and Calculation
ELC311202 Prepare and Interpret Technical Drawing
ELC315202 Apply Quality Standards
ELC311203 Perform Computer Operations
ELC724202 Terminate and Connect Electrical Wiring and Electronic Circuits
Code CORE COMPETENCIES
All core units of competency in Instrumentation & Control
Servicing NC II, plus
ELC724304 Loop Check Instrumentation and Control Devices
ELC724305 Maintain and Repair Instrumentation and Control Devices
A person who has achieved this Qualification is competent to be an:
Instrumentation and Control Technician 3
Process Automation Technician
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SECTION 2: COMPETENCY STANDARDS
This section gives the details of the contents of the basic, common, and core units
of competency required for INSTRUMENTATION AND CONTROL SERVICING NC III.
BASIC COMPETENCIES
UNIT OF COMPETENCY : LEAD WORKPLACE COMMUNICATION
UNIT CODE : 500311109
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes required
to lead in the dissemination and discussion of ideas,
information and issues in the workplace.
ELEMENT PERFORMANCE CRITERIA
Italicized terms are elaborated in the Range of Variables
1. Communicate
information about
workplace processes
1.1. Appropriate communication method is selected
1.2. Multiple operations involving several topics areas are
communicated accordingly
1.3. Questions are used to gain extra information
1.4. Correct sources of information are identified
1.5. Information is selected and organized correctly
1.6. Verbal and written reporting is undertaken when
required
1.7. Communication skills are maintained in all situations
2. Lead workplace
discussions
2.1. Response to workplace issues are sought
2.2. Response to workplace issues are provided
immediately
2.3. Constructive contributions are made to workplace
discussions on such issues as production, quality and
safety
2.4. Goals/objectives and action plan undertaken in the
workplace are communicated
3. Identify and
communicate issues
arising in the workplace
3.1. Issues and problems are identified as they arise
3.2. Information regarding problems and issues are
organized coherently to ensure clear and effective
communication
3.3. Dialogue is initiated with appropriate personnel
3.4. Communication problems and issues are raised as
they arise
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RANGE OF VARIABLES
VARIABLE RANGE
1. Methods of
communication
1.1. Non-verbal gestures
1.2. Verbal
1.3. Face to face
1.4. Two-way radio
1.5. Speaking to groups
1.6. Using telephone
1.7. Written
1.8. Internet
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EVIDENCE GUIDE
1. Critical aspects of
Competency
Assessment requires evidence that the candidate:
1.1. Dealt with a range of communication/information at
one time
1.2. Made constructive contributions in workplace issues
1.3. Sought workplace issues effectively
1.4. Responded to workplace issues promptly
1.5. Presented information clearly and effectively written
form
1.6. Used appropriate sources of information
1.7. Asked appropriate questions
1.8. Provided accurate information
2. Underpinning
knowledge
2.1. Organization requirements for written and electronic
communication methods
2.2. Effective verbal communication methods
3. Underpinning
Skills
3.1. Organize information
3.2. Understand and convey intended meaning
3.3. Participate in variety of workplace discussions
3.4. Comply with organization requirements for the use
of written and electronic communication methods
4. Resource
Implications
The following resources MUST be provided:
4.1. Variety of Information
4.2. Communication tools
4.3. Simulated workplace
5. Methods of
Assessment
Competency may be assessed through:
5.1. Competency in this unit must be assessed through
5.2. Direct Observation
5.3. Interview
6. Context for
Assessment
6.1. Competency may be assessed in the workplace or
in simulated workplace work environment
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UNIT OF COMPETENCY : LEAD SMALL TEAMS
UNIT CODE : 500311110
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes to lead
small teams including setting and maintaining team and
individual performance standards.
ELEMENT PERFORMANCE CRITERIA
Italicized terms are elaborated in the Range of Variables
1. Provide team
leadership
1.1. Work requirements are identified and presented to
team members
1.2. Reasons for instructions and requirements are
communicated to team members
1.3. Team members’ queries and concerns are
recognized, discussed and dealt with
2. Assign responsibilities 2.1. Duties, and responsibilities are allocated having
regard to the skills, knowledge and aptitude required
to properly undertake the assigned task and
according to company policy
2.2. Duties are allocated having regard to individual
preference, domestic and personal considerations,
whenever possible
3. Set performance
expectations for team
members
3.1. Performance expectations are established based on
client needs and according to assignment
requirements
3.2. Performance expectations are based on individual
team members duties and area of responsibility
3.3. Performance expectations are discussed and
disseminated to individual team members
4. Supervised team
performance
4.1. Monitoring of performance takes place against
defined performance criteria and/or assignment
instructions and corrective action taken if required
4.2. Team members are provided with feedback, positive
support and advice on strategies to overcome any
deficiencies
4.3. Performance issues which cannot be rectified or
addressed within the team are referenced to
appropriate personnel according to employer policy
4.4. Team members are kept informed of any changes in
the priority allocated to assignments or tasks which
might impact on client/customer needs and
satisfaction
4.5. Team operations are monitored to ensure that
employer/client needs and requirements are met
4.6. Follow-up communication is provided on all issues
affecting the team
4.7. All relevant documentation is completed in
accordance with company procedures
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RANGE OF VARIABLES
VARIABLE RANGE
1. Work requirements 1.1. Client Profile
1.2. Assignment instructions
2. Team member’s concerns 2.1. Roster/shift details
3. Monitor performance 3.1. Formal process
3.2. Informal process
4. Feedback 4.1. Formal process
4.2. Informal process
5. Performance issues 5.1. Work output
5.2. Work quality
5.3. Team participation
5.4. Compliance with workplace protocols
5.5. Safety
5.6. Customer service
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EVIDENCE GUIDE
1. Critical aspects of
Competency
Assessment requires evidence that the candidate:
1.1. Maintained or improved individuals and/or team
performance given a variety of possible scenario
1.2. Assessed and monitored team and individual
performance against set criteria
1.3. Represented concerns of a team and individual to next
level of management or appropriate specialist and to
negotiate on their behalf
1.4. Allocated duties and responsibilities, having regard to
individual’s knowledge, skills and aptitude and the
needs of the tasks to be performed
1.5. Set and communicated performance expectations for a
range of tasks and duties within the team and provided
feedback to team members
2. Underpinning
Knowledge
2.1. Company policies and procedures
2.2. Relevant legal requirements
2.3. How performance expectations are set
2.4. Methods of Monitoring Performance
2.5. Client expectations
2.6. Team member’s duties and responsibilities
3. Underpinning
Skills
3.1. Communication skills required for leading teams
3.2. Informal performance counseling skills
3.3. Team building skills
3.4. Negotiating skills
4. Resource
Implications
The following resources MUST be provided:
4.1. Access to relevant workplace or appropriately
simulated environment where assessment can take
place
4.2. Materials relevant to the proposed activity or task
5. Methods of
Assessment
Competency may be assessed through:
5.1. Direct observations of work activities of the individual
member in relation to the work activities of the group
5.2. Observation of simulation and/or role play involving the
participation of individual member to the attainment of
organizational goal
5.3. Case studies and scenarios as a basis for discussion
of issues and strategies in teamwork
6. Context for
Assessment
6.1. Competency assessment may occur in workplace or
any appropriately simulated environment
6.2. Assessment shall be observed while task are being
undertaken whether individually or in-group
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UNIT OF COMPETENCY: DEVELOP AND PRACTICE NEGOTIATION SKILLS
UNIT CODE : 500311111
UNIT DESCRIPTOR : This unit covers the skills, knowledge and attitudes required to
collect information in order to negotiate to a desired outcome
and participate in the negotiation.
ELEMENT
PERFORMANCE CRITERIA
Italicized terms are elaborated in the Range of Variables
1. Plan negotiations 1.1
1.2
1.3
1.4
1.5
Information on preparing for negotiation is
identified and included in the plan
Information on creating non verbal environments
for positive negotiating is identified and included in
the plan
Information on active listening is identified and
included in the plan
Information on different questioning techniques is
identified and included in the plan
Information is checked to ensure it is correct and
up-to- date
2. Participate in
negotiations
2.1
2.2
2.3
2.4
2.5
2.6
Criteria for successful outcome are agreed upon by
all parties
Desired outcome of all parties are considered
Appropriate language is used throughout the
negotiation
A variety of questioning techniques are used
The issues and processes are documented and
agreed upon by all parties
Possible solutions are discussed and their viability
assessed
Areas for agreement are confirmed and recorded
Follow-up action is agreed upon by all parties
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RANGE OF VARIABLES
VARIABLE RANGE
1. Preparing for
negotiation
1.1
1.2
1.3
1.4
1.5
1.6
Background information on other parties to the
negotiation
Good understanding of topic to be negotiated
Clear understanding of desired outcome/s
Personal attributes
1.4.1 self awareness
1.4.2 self esteem
1.4.3 objectivity
1.4.4 empathy
1.4.5 respect for others
Interpersonal skills
1.5.1 listening/reflecting
1.5.2 non verbal communication
1.5.3 assertiveness
1.5.4 behavior labeling
1.5.5 testing understanding
1.5.6 seeking information
1.5.7 self disclosing
Analytic skills
1.6.1 observing differences between content
and process
1.6.2 identifying bargaining information
1.6.3 applying strategies to manage process
1.6.4 applying steps in negotiating process
1.6.5 strategies to manage conflict
1.6.6 steps in negotiating process
1.6.7 options within organization and externally
for resolving conflict
2. Non verbal
environments
2.1
2.2
2.3
2.4
Friendly reception
Warm and welcoming room
Refreshments offered
Lead in conversation before negotiation begins
3. Active listening 3.1
3.2
3.3
3.4
3.5
Attentive
Don’t interrupt
Good posture
Maintain eye contact
Reflective listening
4. Questioning
techniques
4.1
4.2
4.3
Direct
Indirect
Open-ended
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EVIDENCE GUIDE
1. Critical aspects of
Competency
Assessment requires evidence that the candidate:
1.1 Demonstrated sufficient knowledge of the factors
influencing negotiation to achieve agreed outcome
1.2 Participated in negotiation with at least one person to
achieve an agreed outcome
2. Underpinning
Knowledge and
Attitude
2.1 Codes of practice and guidelines for the organization
2.2 Organizations policy and procedures for negotiations
2.3 Decision making and conflict resolution strategies
procedures
2.4 Problem solving strategies on how to deal with
unexpected questions and attitudes during negotiation
2.5 Flexibility
2.6 Empathy
3. Underpinning
Skills
3.1 Interpersonal skills to develop rapport with other parties
3.2 Communication skills (verbal and listening)
3.3 Observation skills
3.1 Negotiation skills
4. Resource
Implications
The following resources MUST be provided:
4.1 Room with facilities necessary for the negotiation
process
4.2 Human resources (negotiators)
5. Methods of
Assessment
Competency may be assessed through:
5.1 Observation/demonstration and questioning
5.2 Portfolio assessment
5.3 Oral and written questioning
5.4 Third party report
6. Context for
Assessment
6.1 Competency to be assessed in real work environment or
in a simulated workplace setting.
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UNIT OF COMPETENCY : SOLVE PROBLEMS RELATED TO WORK ACTIVITIES
UNIT CODE : 500311112
UNIT DESCRIPTOR : This unit of covers the knowledge, skills and attitudes
required to solve problems in the workplace including the
application of problem solving techniques and to determine
and resolve the root cause of problems.
ELEMENT PERFORMANCE CRITERIA
Italicized terms are elaborated in the Range of Variables
1. Identify the problem 1.1. Variances are identified from normal operating
parameters; and product quality
1.2. Extent, cause and nature are of the problem are
defined through observation, investigation and
analytical techniques
1.3. Problems are clearly stated and specified
2. Determine
fundamental causes
of the problem
2.1. Possible causes are identified based on
experience and the use of problem solving tools /
analytical techniques.
2.2. Possible cause statements are developed based
on findings
2.3. Fundamental causes are identified per results of
investigation conducted
3. Determine corrective
action
3.1. All possible options are considered for resolution
of the problem
3.2. Strengths and weaknesses of possible options
are considered
3.3. Corrective actions are determined to resolve the
problem and possible future causes
3.4. Action plans are developed identifying
measurable objectives, resource needs and
timelines in accordance with safety and operating
procedures
4. Provide
recommendation/s to
manager
4.1. Report on recommendations are prepared
4.2. Recommendations are presented to appropriate
personnel.
4.3. Recommendations are followed-up, if required
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RANGE OF VARIABLES
VARIABLE RANGE
1. Analytical techniques 1.1. Brainstorming
1.2. Intuitions/Logic
1.3. Cause and effect diagrams
1.4. Pareto analysis
1.5. SWOT analysis
1.6. Gant chart, Pert CPM and graphs
1.7. Scattergrams
2. Problem 2.1. Non – routine process and quality problems
2.2. Equipment selection, availability and failure
2.3. Teamwork and work allocation problem
2.4. Safety and emergency situations and
incidents
3. Action plans 3.1. Priority requirements
3.2. Measurable objectives
3.3. Resource requirements
3.4. Timelines
3.5. Co-ordination and feedback requirements
3.6. Safety requirements
3.7. Risk assessment
3.8. Environmental requirements
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EVIDENCE GUIDE
1. Critical aspects of
Competency
Assessment requires evidence that the candidate:
1.1. Identified the problem
1.2. Determined the fundamental causes of the problem
1.3. Determined the correct / preventive action
1.4. Provided recommendation to manager
These aspects may be best assessed using a range of
scenarios / case studies / what ifs as a stimulus with a
walk through forming part of the response. These
assessment activities should include a range of problems,
including new, unusual and improbable situations that may
have happened.
2. Underpinning
Knowledge
2.1. Competence includes a thorough knowledge and
understanding of the process, normal operating
parameters, and product quality to recognize nonstandard situations
2.2. Competence to include the ability to apply and
explain, sufficient for the identification of
fundamental cause, determining the corrective
action and provision of recommendations
2.2.1. Relevant equipment and operational
processes
2.2.2. Enterprise goals, targets and measures
2.2.3. Enterprise quality, OHS and environmental
requirement
2.2.4. Principles of decision making strategies
and techniques
2.2.5. Enterprise information systems and data
collation
2.2.6. Industry codes and standards
3. Underpinning
Skills
3.1. Using range of formal problem solving techniques
3.2. Identifying and clarifying the nature of the problem
3.3. Devising the best solution
3.4. Evaluating the solution
3.5. Implementation of a developed plan to rectify the
problem
4. Resource
Implications
4.1. Assessment will require access to an operating
plant over an extended period of time, or a suitable
method of gathering evidence of operating ability
over a range of situations. A bank of scenarios /
case studies / what ifs will be required as well as
bank of questions which will be used to probe the
reason behind the observable action.
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5. Methods of
Assessment
Competency may be assessed through:
5.1.Case studies on solving problems in the workplace
5.2. Observation
The unit will be assessed in a holistic manner as is
practical and may be integrated with the assessment of
other relevant units of competency. Assessment will occur
over a range of situations, which will include disruptions to
normal, smooth operation. Simulation may be required to
allow for timely assessment of parts of this unit of
competency. Simulation should be based on the actual
workplace and will include walk through of the relevant
competency components.
6. Context for
Assessment
6.1. In all workplace, it may be appropriate to assess
this unit concurrently with relevant teamwork or
operation units.
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UNIT OF COMPETENCY: USE MATHEMATICAL CONCEPTS AND
TECHNIQUES
UNIT CODE : 500311113
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes required
in the application of mathematical concepts and techniques.
ELEMENT
PERFORMANCE CRITERIA
Italicized terms are elaborated in the Range of Variables
1. Identify mathematical
tools and techniques to
solve problem
1.1 Problem areas are identified based on given
condition
1.2 Mathematical techniques are selected based
on the given problem
2. Apply mathematical
procedure/solution
2.1 Mathematical techniques are applied based on
the problem identified
2.2 Mathematical computations are performed to the
level of accuracy required for the problem
2.3 Results of mathematical computation is
determined and verified based on job
requirements
3. Analyze results 3.1 Result of application is reviewed based on
expected and required specifications and
outcome
3.2 Appropriate action is applied in case of error
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RANGE OF VARIABLES
VARIABLE RANGE
1. Mathematical techniques May include but are not limited to:
1.1 Four fundamental operations
1.2 Measurements
1.3 Use/Conversion of units of measurements
1.4 Use of standard formulas
2. Appropriate action 2.1 Review in the use of mathematical
techniques (e.g. recalculation, re-modeling)
2.2 Report error to immediate superior for proper
action
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EVIDENCE GUIDE
1. Critical Aspects of
Competency
Assessment requires evidence that the candidate:
1.1 Identified, applied and reviewed the use of
mathematical concepts and techniques to workplace
problems
2. Underpinning
Knowledge
2.1 Fundamental operation (addition, subtraction, division,
multiplication)
2.2 Measurement system
2.3 Precision and accuracy
2.4 Basic measuring tools/devices
3. Underpinning
Skills
3.1 Applying mathematical computations
3.2 Using calculator
3.3 Using different measuring tools
4. Resource
Implications
The following resources MUST be provided:
4.1 Calculator
4.2 Basic measuring tools
4.3 Case Problems
5. Methods of
Assessment
Competency may be assessed through:
5.1 Authenticated portfolio
5.2 Written Test
5.3 Interview/Oral Questioning
5.4 Demonstration
6. Context for
Assessment
6.1 Competency may be assessed in the work place or in a
simulated work place setting
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UNIT OF COMPETENCY: USE RELEVANT TECHNOLOGIES
UNIT CODE : 500311114
UNIT DESCRIPTOR : This unit of competency covers the knowledge, skills, and
attitude required in selecting, sourcing and applying
appropriate and affordable technologies in the workplace.
ELEMENT
PERFORMANCE CRITERIA
Italicized terms are elaborated in the Range of Variables
1. Study/select appropriate
technology
1.1 Usage of different technologies is determined
based on job requirements
1.2 Appropriate technology is selected as per work
specification
2. Apply relevant
technology
2.1 Relevant technology is effectively used in
carrying out function
2.2 Applicable software and hardware are used as
per task requirement
2.3 Management concepts are observed and
practiced as per established industry practices
3. Maintain/enhance of
relevant technology
3.1 Maintenance of technology is applied in
accordance with the industry standard
operating procedure, manufacturer’s
operating guidelines and occupational health
and safety procedure to ensure its operative
ability
3.2 Updating of technology is maintained through
continuing education or training in accordance
with job requirement
3.3 Technology failure/ defect is immediately
reported to the concern/responsible person or
section for appropriate action
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RANGE OF VARIABLES
VARIABLE RANGE
1. Technology May include but are not limited to:
1.1 Office technology
1.2 Industrial technology
1.3 System technology
1.4 Information technology
1.5 Training technology
2. Management concepts May include but not limited to:
2.1 Real Time Management
2.2 KAIZEN or continuous improvement
2.3 5s
2.4 Total Quality Management
2.5Other management/productivity tools
3. Industry standard operating
procedure
3.1 Written guidelines relative to the usage of
office technology/equipment
3.2 Verbal advise/instruction from the co-worker
4. Manufacturer’s operating
guidelines/ instructions
4.1 Written instruction/manuals of specific
technology/ equipment
4.2 General instruction manual
4.3 Verbal advise from manufacturer relative to
the operation of equipment
5. Occupational health and
safety procedure
5.1 Relevant statutes on OHS
5.2 Company guidelines in using
technology/equipment
6. Appropriate action 6.1 Implementing preventive maintenance
schedule
6.2 Coordinating with manufacturer’s technician
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EVIDENCE GUIDE
2 1. Critical aspects of
Competency
Assessment requires evidence that the candidate:
1.1 Studied and selected appropriate technology
consistent with work requirements
1.2 Applied relevant technology
1.3 Maintained and enhanced operative ability of relevant
technology
2. Underpinning
Knowledge
2.1 Awareness on technology and its function
2.2 Repair and maintenance procedure
2.3 Operating instructions
2.4 Applicable software
2.5 Communication techniques
2.6 Health and safety procedure
2.7 Company policy in relation to relevant technology
2.8 Different management concepts
2.9 Technology adaptability
3. Underpinning
Skills
3.1 Relevant technology application/implementation
3.2 Basic communication skills
3.3 Software applications skills
3.4 Basic troubleshooting skills
4. Resource
Implications
The following resources MUST be provided:
4.1 Relevant technology
4.2 Interview and demonstration questionnaires
4.3 Assessment packages
5. Methods of
Assessment
Competency must be assessed through:
5.1 Interview
5.2 Actual demonstration
5.3 Authenticated portfolio (related certificates of
training/seminar)
6. Context for
Assessment
6.1 Competency may be assessed in actual workplace or
simulated environment
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COMMON COMPETENCIES
UNIT TITLE : USE HAND TOOLS
UNIT CODE : ELC724201
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes on the safe
use, handling and maintenance of tools.
ELEMENT PERFORMANCE CRITERIA
Italicized Bold terms are elaborated in the Range of Variables
1. Plan and prepare for
tasks to be undertaken
1.1. Tasks to be undertaken are properly identified
1.2. Appropriate hand tools are identified and
selected according to the task requirements
2. Prepare hand tools 2.1. Appropriate hand tools are checked for proper
operation and safety
2.2. Unsafe or faulty tools are identified and marked for
repair according to standard company procedure
3. Use appropriate hand
tools and test equipment
3.1. Tools are used according to tasks undertaken
3.2. All safety procedures in using tools are observed
at all times and appropriate personal protective
equipment (PPE) are used
3.3. Malfunctions, unplanned or unusual events are
reported to the supervisor
4. Maintain hand tools 4.1. Tools are not dropped to avoid damage
4.2. Routine maintenance of tools undertaken
according to standard operational procedures,
principles and techniques
4.3. Tools are stored safely in appropriate locations in
accordance with manufacturer’s specifications or
standard operating procedures
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RANGE OF VARIABLES
VARIABLE RANGE
1. Hand tools 1.1. Hand tools for adjusting, dismantling, assembling,
finishing, cutting. Tool set includes the following
but not limited to: screw drivers, pliers, punches,
wrenches, files
2. Personal Protective
Equipment (PPE)
2.1. Gloves
2.2. Protective eyewear
2.3. Apron/overall
3. Maintenance 3.1. Cleaning
3.2. Lubricating
3.3. Tightening
3.4. Simple tool repairs
3.5. Hand sharpening
3.6. Adjustment using correct procedures
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EVIDENCE GUIDE
1. Critical aspect of
competency
Assessment requires evidence that the candidate:
1.1. Demonstrated safe working practices at all times
1.2. Communicated information about processes,
events or tasks being undertaken to ensure a
safe and efficient working environment
1.3. Planned tasks in all situations and reviewed task
requirements as appropriate
1.4. Performed all tasks to specification
1.5. Maintained and stored tools in appropriate
location
2. Underpinning
knowledge
2.1. Safety
2.1.1. Safety requirements in handling tools
2.2. Tools :
2.2.1. Function, Operation, Common faults
2.3. Processes, Operations, Systems
2.3.1. Maintenance of tools
2.3.2. Storage of Tools
3. Underpinning skills 3.1. Reading skills required to interpret work
instruction and numerical skills
3.2. Communication skills
3.3. Problem solving in emergency situation
4. Method of assessment Competency in this unit must be assessed through:
4.1. Observation
4.2. Oral questioning
5. Resource Implication 5.1. Tools may include the following but not limited to:
5.1.1. screw drivers
5.1.2. pliers
5.1.3. punches
5.1.4. wrenches, files
6. Context of Assessment 6.1. Assessment may be conducted in the workplace
or in a simulated work environment
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 24
UNIT TITLE : PERFORM MENSURATION AND CALCULATION
UNIT CODE : ELC311201
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes and values
needed identify, care, handle and use measuring instruments
ELEMENT PERFORMANCE CRITERIA
Italicized Bold terms are elaborated in the Range of Variables
1. Select measuring
instruments
1.1. Object or component to be measured is
identified
1.2. Correct specifications are obtained from relevant
source
1.3. Measuring tools are selected in line with job
requirements
2. Carry out measurements
and calculation
2.1. Appropriate measuring instrument is selected
to achieve required outcome
2.2. Accurate measurements are obtained for job
2.3. Calculation needed to complete work tasks are
performed using the four basic process of
addition (+), subtraction (-), multiplication (x),
and division (/)
2.4. Calculation involving fractions, percentages and
mixed numbers are used to complete workplace
tasks.
2.5. Numerical computation is self-checked and
corrected for accuracy
2.6. Instruments are read to the limit of accuracy of
the tool.
3. Maintain measuring
instruments
3.1. Measuring instruments are not dropped to avoid
damage
3.2. Measuring instruments are cleaned before and
after using.
3.3. Proper storage of instruments undertaken
according to manufacturer’s specifications and
standard operating procedures.
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 25
RANGE OF VARIABLES
VARIABLE RANGE
1. Measuring instruments 1.1. Straight edge
1.2. Torque gauge
1.3. Try square
1.4. Protractor
1.5. Combination gauge
1.6. Steel rule
2. Calculation Kinds of part mensuration includes the following
but not limited to
2.1. Volume
2.2. Area
2.3. Displacement
2.4. Inside diameter
2.5. Circumference
2.6. Length
2.7. Thickness
2.8. Outside diameter
2.9. Taper
2.10. Out of roundness
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 26
EVIDENCE GUIDE
1. Critical aspect of
competency
Assessment requires evidence that the candidate:
1.1. selected proper measuring instruments
according to tasks
1.2. carried out measurement and calculations
1.3. maintained and stores instruments
2. Underpinning knowledge 2.1. Types of measuring instruments and their uses
2.2. Safe handling procedures in using measuring
instruments
2.3. Four fundamental operation of mathematics
2.4. Formula for volume, area, perimeter and other
geometric figures
3. Underpinning skills 3.1. Reading skills required to interpret work
instruction
3.2. Communication skills
3.3. Handling measuring instruments
3.4. Performing mathematical calculations using
the four fundamental operations
3.5. Visualizing objects and shapes
3.6. Interpreting formulae
4. Method of assessment Competency in this unit must be assessed through:
4.1. Observation
4.2. Oral questioning
5. Resource implication 5.1. Place of assessment
5.2. Measuring instruments
5.3. Straight edge
5.4. Torque gauge
5.5. Try square
5.6. Protractor
5.7. Combination gauge
5.8. Steel rule
6. Context of Assessment 6.1. Assessment may be conducted in the
workplace or in a simulated work environment
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 27
UNIT TITLE : PREPARE AND INTERPRET TECHNICAL DRAWING
UNIT CODE : ELC311202
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes and values
needed to prepare/interpret diagrams, engineering abbreviation
and drawings, symbols, dimension.
ELEMENT PERFORMANCE CRITERIA
Italicized Bold terms are elaborated in the Range of Variables
1. Identify different kinds of
technical drawings
1.1. Correct technical drawing is selected
according to job requirements.
1.2. Technical drawings are segregated in
accordance with the types and kinds of
drawings
2. Interpret technical drawing 2.1. Components, assemblies or objects are
recognized as required.
2.2. Dimensions of the key features of the
objects depicted in the drawing are correctly
identified.
2.3. Symbols used in the drawing are identified
and interpreted correctly.
2.4. Drawing is checked and validated against job
requirements or equipment in accordance
with standard operating procedures.
3. Prepare/make changes to
electrical/electronic
schematics and drawings
3.1. Electrical/electronic schematic is drawn and
correctly identified.
3.2. Correct drawing is identified, equipment are
selected and used in accordance with job
requirements.
4. Store technical drawings and
equipment /instruments
4.1. Care and maintenance of drawings are
undertaken according to company
procedures.
4.2. Technical drawings are recorded and
inventory is prepared in accordance with
company procedures.
4.3. Proper storage of instruments is undertaken
according to company procedures.
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 28
RANGE OF VARIABLES
VARIABLE RANGE
1. Technical drawings Technical drawings include the following but not
limited to:
1.1. Schematic diagrams
1.2. Charts
1.3. Block diagrams
1.4. Lay-out plans
1.5. Location plans
1.6. Process and instrumentation diagrams
1.7. Loop diagrams
1.8. System Control Diagrams
2. Dimensions Dimensions may include but not limited to:
2.1. Length
2.2. Width
2.3. Height
2.4. Diameter
2.5. Angles
3. Symbols May include but not limited to:
3.1. NEC- National Electric Code
3.2. IEC -International Electrotechnical Commission
3.3. ASME - American Society of Mechanical
Engineers
3.4. IEEE - Institute of Electrical and Electronics
Engineers
3.5. ISA - Instrumentation System and Automation
Society
4. Instruments/Equipment 4.1. Components/dividers
4.2. Drawing boards
4.3. Rulers
4.4. T-square
4.5. Calculator
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 29
EVIDENCE GUIDE
1. Critical aspect of
competencies
Assessment requires evidence that the candidate:
1.1. selected correct technical drawing in line with job
requirements
1.2. correctly identified the objects represented in the
drawing
1.3. identified and interpreted symbols used in the
drawing correctly
1.4. prepared/produced electrical/electronic drawings
including all relevant specifications
1.5. stored diagrams/equipment
2. Underpinning
knowledge
2.1. Drawing conventions
2.2. Symbols
2.3. Dimensioning Conventions
2.4. Mark up/Notation of Drawings
2.5. Mathematics
2.5.1. Four fundamental operations
2.5.2. Percentage
2.5.3. Fraction
2.5.4. Trigonometric Functions
2.5.5. Algebra
2.5.6. Geometry
3. Underpinning skills 3.1. Reading skills required to interpret work instruction
3.2. Communication skills
3.3. Interpreting electrical/electronic signs and symbols
4. Method of assessment Competency in this unit must be assessed through:
4.1. Practical tasks involving interpretation of a range of
technical drawings
4.2. Oral questioning
5. Resource implication 5.1. Drawings
5.2. Diagrams
5.3. Charts
5.4. Plans
6. Context of Assessment Assessment may be conducted in the workplace or in a
simulated work environment
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 30
UNIT TITLE : APPLY QUALITY STANDARDS
UNIT CODE : ELC315202
UNIT DESCRIPTOR : This unit covers the knowledge, skills, (and) attitudes and
values needed to apply quality standards in the workplace.
The unit also includes the application of relevant safety
procedures and regulations, organization procedures and
customer requirements
ELEMENT PERFORMANCE CRITERIA
Italicized Bold terms are elaborated in the Range of Variables
1. Assess quality of
received materials or
components
1.1. Work instructions are obtained and work is carried
out in accordance with standard operating
procedures
1.2. Received materials or component parts are
checked against workplace standards and
specifications
1.3. Faulty material or components related to work are
identified and isolated
1.4. Faults and any identified causes are recorded
and/or reported to the supervisor concerned in
accordance with workplace procedures
1.5. Faulty materials or components are replaced in
accordance with workplace procedures
2. Assess own work 2.1. Documentation relative to quality within the
company is identified and used
2.2. Completed work is checked against workplace
standards relevant to the task undertaken
2.3. Faulty pieces are identified and isolated
2.4. Information on the quality and other indicators of
production performance is recorded in accordance
with workplace procedures
2.5. In cases of deviations from specified quality
standards, causes are documented and
reported in accordance with the workplace’
standards operating procedures
3. Engage in quality
improvement
3.1. Process improvement procedures are participated
in relation to workplace assignment
3.2. Work is carried out in accordance with process
improvement procedures
3.3. Performance of operation or quality of product or
service to ensure customer satisfaction is
monitored
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 31
RANGE OF VARIABLES
VARIABLE RANGE
1. Materials/components 1.1. Materials may include but not limited to:
1.1.1.wires
1.1.2.cables, soldering lead
1.1.3.electrical tape
1.2. Components may include but not limited to:
1.2.1.ICs
1.2.2.Diodes
2. Faults Faults may include but not limited to:
2.1. Components/materials not according to
specification
2.2. Components/materials contain manufacturing
defects
2.3. Components/materials do not conform with
government regulation i.e., PEC, environmental
code
2.4. Components/materials have safety defect
3. Documentation 3.1. Organization work procedures
3.2. Manufacturer’s instruction manual
3.3. Customer requirements
3.4. Forms
4. Quality standards 4.1. Quality standards may relate but not limited to
the following:
4.1.1.materials
4.1.2.component parts
4.1.3.final product
4.1.4. production processes
5. Customer 5.1. Co-worker
5.2. Supplier
5.3. Client
5.4. Organization receiving the product or service
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 32
EVIDENCE GUIDE
1. Critical aspect of
competency
Assessment requires evidence that the candidate:
1.1. Carried out work in accordance with the
company’s standard operating procedures
1.2. Performed task according to specifications
1.3. Reported defects detected in accordance with
standard operating procedures
1.4. Carried out work in accordance with the process
improvement procedures
2. Underpinning knowledge 2.1. Relevant production processes, materials and
products
2.2. Characteristics of materials/component parts
used in electronic production processes
2.3. Quality checking procedures
2.4. Workplace procedures
2.5. Safety and environmental aspects of production
processes
2.6. Fault identification and reporting
2.7. Quality improvement process
3. Underpinning skills 3.1. Reading skills required to interpret work
instruction
3.2. Communication skills needed to interpret and
apply defined work procedures
3.3. Carry out work in accordance with OHS policies
and procedures
4. Method of assessment 4.1. The assessor may select two (2) of the following
assessment methods to objectively assess the
candidate:
4.1.1. Observation
4.1.2. Questioning
4.1.3. Practical demonstration
5. Resource implication 5.1. Materials and component parts and equipment to
be used in a real or simulated electronic
production situation
6. Context of Assessment 6.1. Assessment may be conducted in the workplace
or in a simulated work environment.
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 33
UNIT TITLE : PERFORM COMPUTER OPERATIONS
UNIT CODE : ELC311203
UNIT DESCRIPTOR : This unit covers the knowledge, skills, (and) attitudes and
values needed to perform computer operations which include
inputting, accessing, producing and transferring data using the
appropriate hardware and software
ELEMENT PERFORMANCE CRITERIA
Italicized Bold terms are elaborated in the Range of Variables
1. Plan and prepare
for task to be
undertaken
1.1. Requirements of task are determined
1.2. Appropriate hardware and software are selected according
to task assigned and required outcome
1.3. Task is planned to ensure OH & S guidelines and
procedures are followed
2. Input data into
computer
2.1. Data are entered into the computer using appropriate
program/application in accordance with company
procedures
2.2. Accuracy of information is checked and information is saved
in accordance with standard operating procedures
2.3. Inputted data are stored in storage media according to
requirements
2.4. Work is performed within ergonomic guidelines
3. Access
information using
computer
3.1. Correct program/application is selected based on job
requirements
3.2. Program/application containing the information required is
accessed according to company procedures
3.3. Desktop icons are correctly selected, opened and closed
for navigation purposes
3.4. Keyboard techniques are carried out in line with OH & S
requirements for safe use of keyboards
4. Produce/output
data using
computer system
4.1. Entered data are processed using appropriate software
commands
4.2. Data printed out as required using computer
hardware/peripheral devices in accordance with standard
operating procedures
4.3. Files, data are transferred between compatible systems
using computer software, hardware/ peripheral devices in
accordance with standard operating procedures
5. Maintain computer
equipment and
systems
5.1. Systems for cleaning, minor maintenance and replacement
of consumables are implemented
5.2. Procedures for ensuring security of data, including regular
back-ups and virus checks are implemented in accordance
with standard operating procedures
5.3. Basic file maintenance procedures are implemented in line
with the standard operating procedures
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 34
RANGE OF VARIABLES
VARIABLE RANGE
1. Hardware and peripheral
devices
1.1. Personal computers
1.2. Networked systems
1.3. Communication equipment
1.4. Printers
1.5. Scanners
1.6. Keyboard
1.7. Mouse
2. Software Software includes the following but not limited to:
2.1. Word processing packages
2.2. Data base packages
2.3. Internet
2.4. Spreadsheets
3. OH & S guidelines 3.1. OHS guidelines
3.2. Enterprise procedures
4. Storage media Storage media include the following but not limited to:
4.1. diskettes
4.2. CDs
4.3. zip disks
4.4. hard disk drives, local and remote
5. Ergonomic guidelines 5.1. Types of equipment used
5.2. Appropriate furniture
5.3. Seating posture
5.4. Lifting posture
5.5. Visual display unit screen brightness
6. Desktop icons Icons include the following but not limited to:
6.1. directories/folders
6.2. files
6.3. network devices
6.4. recycle bin
7. Maintenance 7.1. Creating more space in the hard disk
7.2. Reviewing programs
7.3. Deleting unwanted files
7.4. Backing up files
7.5. Checking hard drive for errors
7.6. Using up to date anti-virus programs
7.7. Cleaning dust from internal and external surfaces
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 35
EVIDENCE GUIDE
1. Critical aspect of
competency
Assessment requires evidence that the candidate:
1.1. Selected and used hardware components
correctly and according to the task requirement
1.2. Identified and explain the functions of both
hardware and software used, their general
features and capabilities
1.3. Produced accurate and complete data in
accordance with the requirements
1.4. Used appropriate devices and procedures to
transfer files/data accurately
1.5. Maintained computer system
2. Underpinning knowledge 2.1. Basic ergonomics of keyboard and computer use
2.2. Main types of computers and basic features of
different operating systems
2.3. Main parts of a computer
2.4. Storage devices and basic categories of memory
2.5. Relevant types of software
2.6. General security
2.7. Viruses
2.8. OH & S principles and responsibilities
2.9. Calculating computer capacity
3. Underpinning skills 3.1. Reading skills required to interpret work
instruction
3.2. Communication skills
4. Method of assessment 4.1. The assessor may select two of the following
assessment methods to objectively assess the
candidate:
4.1.1. Observation
4.1.2. Questioning
4.1.3. Practical demonstration
5. Resource implication 5.1. Computer hardware with peripherals
5.2. Appropriate software
6. Context of Assessment 6.1. Assessment may be conducted in the workplace
or in a simulated work environment
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 36
UNIT TITLE : TERMINATE AND CONNECT ELECTRICAL WIRING AND
ELECTRONICS CIRCUIT
UNIT CODE : ELC724202
UNIT DESCRIPTOR : This unit covers the knowledge, skills, (and) attitudes and
values needed to terminate and connect electrical wiring and
electronics circuits
ELEMENT PERFORMANCE CRITERIA
Italicized terms are elaborated in the Range of Variables
1. Plan and prepare for
termination/connection of
electrical
wiring/electronics circuits
1.1. Materials are checked according to specifications
and tasks
1.2. Appropriate tools and equipment are selected
according to tasks requirements
1.3. Task is planned to ensure OH & S guidelines and
procedures are followed
1.4. Electrical wiring/electronic circuits are correctly
prepared for connecting/termination in accordance
with instructions and work site procedures
2. Terminate/connect
electrical wiring/electronic
circuits
2.1. Safety procedures in using tools are observed at all
times and appropriate personal protective
equipment are used
2.2. All work undertaken safely in accordance with the
workplace and standard procedures
2.3. Appropriate range of methods in
termination/connection are used according to
specifications, manufacturer’s requirements and
safety
2.4. Correct sequence of operation is followed
2.5. Accessories used are adjusted, if necessary
2.6. Confirm termination/connection undertaken
successfully in accordance with job specification
3. Test
termination/connections
of electrical
wiring/electronics circuits
3.1. Testing of all completed termination/ connections of
electric wiring/electronic circuits is conducted for
compliance with specifications and regulations
using appropriate procedures and equipment
3.2. Wiring and circuits are checked using specified
testing procedures
3.3. Unplanned events or conditions are responded to
in accordance with established procedures
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 37
RANGE OF VARIABLES
VARIABLE RANGE
1. Materials 1.1 Materials include the following but not limited to:
1.1.1 Soldering lead
1.1.2 Cables
1.1.3 Wires
2. Tools and equipment 2.1 Tools for measuring, cutting, drilling,
assembling/disassembling. Tool set includes the
following but not limited to:
2.1.1 Pliers
2.1.2 Cutters
2.1.3 Screw drivers
2.2 Equipment
2.2.1 Soldering gun
2.2.2 Multi-tester
3. Personal protective
equipment
3.1 goggles
3.2 gloves
3.3 apron/overall
4. Methods 4.1 Clamping
4.2 Pin connection
4.3 Soldered joints
4.4 Plugs
5. Accessories 5.1 Accessories may include the following but not limited to:
5.1.1 brackets
5.1.2 clamps
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 38
EVIDENCE GUIDE
1. Critical aspect of
competency
Assessment requires evidence that the candidate:
1.1. Undertook work safely and according to workplace
and standard procedures
1.2. used appropriate termination/ connection methods
1.3. followed correct sequence in termination /
connection process
1.4. conducted testing of terminated connected
electrical wiring/electronic circuits using
appropriate procedures and standards
2. Underpinning knowledge 2.1. Use of tools
2.2. Use of test instruments/equipment
2.3. Electrical theory
2.4. Single phase AC principles
2.5. Wiring techniques
2.6. DC power supplies
2.7. Soldering
3. Underpinning skills 3.1. Reading skills required to interpret work instruction
3.2. Communication skills
3.3. Soldering techniques
4. Method of assessment 4.1. The assessor may select two (2) of the following
assessment methods to objectively assess the
candidate:
4.1.1. Observation
4.1.2. Oral Questioning
4.1.3. Practical demonstration
5. Resource implication 5.1. Tools for measuring, cutting, drilling,
assembling/disassembling, connecting. Tool set
includes the following but not limited to:
5.1.1. screw drivers
5.1.2. pliers
5.1.3. cutters
6. Context of Assessment 6.1. Assessment may be conducted in the workplace
or in a simulated work environment
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 39
CORE COMPETENCIES
UNIT TITLE : LOOP-CHECK INSTRUMENTATION AND CONTROL LOOPS
UNIT CODE : ELC724304
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes needed to
loop-check instrumentation and control loops
ELEMENT PERFORMANCE CRITERIA
Italicized Bold items are elaborated in the range of Variables
1. Plan and prepare for loop
checking
1.1. Loop checking is planned and prepared in line
with the job requirements.
1.2. OHS policies and procedures are followed in
line with job requirements.
1.3. Instrumentation and Control standards are
followed in line with the job requirements
1.4. Appropriate personnel are consulted to ensure
that the work is effectively coordinated
1.5. Loop checking parameters are identified from
appropriate documentation and/or requirements
1.6. Tools, equipment and testing devices needed
for loop checking are obtained and checked for
correct operation and safety
1.7. Instrumentation and control loops to be loopchecked are identified from the Job/Service
Order or instructions
2. Conduct loop checking 2.1. Appropriate personal protective clothing is
used in line with standard operating procedures.
2.2. Devices’ defects are diagnosed using specified
testing procedures from manufacturer’s manual.
2.3. Defect/s and fault/s on the devices & loops are
identified and reported in line with standard
operating procedures.
2.4. Contingency measures are managed and
implemented in accordance with established
procedures
3. Test the loops that were
checked
3.1. Instrumentation & control loops are tested to
ensure safe operation.
3.2. Unplanned events or conditions are responded
to in accordance with established procedures
3.3. Report is prepared/completed according to
company procedures.
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 40
RANGE OF VARIABLES
VARIABLE RANGE
1. OH & S policies and
procedures
1.1. OH & S guidelines
1.2. Philippine environmental standards
2. Instrumentation and
Control Standards
Include but not limited to:
2.1. ISA (Instrumentation, Systems and Automation)
Society (formerly Instrument Society of America)
2.2. ANSI(American National Standards Institute)
2.3. ASME (American Society of Mechanical Engineers)
2.4. NEC (National Electrical Code)
2.5. IEC (International Electrotechnical Commission)
3. Tools Tools for: dismantling/assembling. Tool set include but not
limited to:
3.1. Pliers (assorted)
3.2. Screw drivers (assorted)
3.3. Soldering iron/gun
3.4. Wrenches
4. Equipment/testing
devices
4.1. Equipment include but not limited to:
4.1.1. Communication equipment
(e.g. 2-way radio, cell phone)
4.1.2 Configurator or programmer
4.2. Testing devices include but not limited to:
4.2.1. Multimeter
4.2.2. Calibrators
4.2.3. Signal simulators
5. Instrumentation &
Control loops
Include a combination of the following but not limited to:
5.1. Sensors, transmitters & other measuring elements
5.2. Indicators, Recorders, Controllers, Annunciators,
computer-based systems & other receiving elements
5.3. Final control elements (control valves, dampers)
5.4. Process & machineries
6. Personal protective
equipment
Include but not limited to:
6.1. Ear muffs/plugs
6.2. Goggles/glasses/face
shield
6.3. Safety hat
6.4. Safety apparel/suit
6.5. Safety belt/harness
6.6. Safety shoes
6.7. Mask
6.8. Gloves
7. Defect/s or fault/s 7.1. mechanical
7.2. electrical
7.3. electronics
7.4. computer-based
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 41
EVIDENCE GUIDE
1. Critical aspect of
competency
Assessment requires evidence that the candidate :
1.1. Interpreted work instructions according to job
requirements.
1.2. Conducted loop-checks accurately on the system
using standard procedures
1.3. Tested the loop-checked system to insure safety
1.4. Documented the tasks undertaken
2. Underpinning knowledge Include but not limited to:
2.1. Occupational health and safety
2.2. Instrumentation & Control standards
2.3. Use of tools
2.4. Mathematical calculations
2.5. Electrical theory
2.6. Electronics theory
2.7. Use of test equipment and calibrators
2.8. Wiring techniques
2.9. Drawing interpretation
2.10. Soldering techniques
2.11. Principles of Instrumentation
2.12. Process variable measurements (pressure, level,
flow, temperature, analysis, etc.)
2.13. Process Control Theory
2.14. Process Control System (single-loop & multi-loop
controllers, DCS, DAS, SCADA, etc)
2.15. Sensors, transmitters, transducers & converters
2.16. Programmable logic controllers
2.17. Control valves and final control elements
2.18. Computer operations
2.19. Process and Machinery operation
3. Underpinning skills 3.1. Reading skills required to interpret work
instructions
3.2. Communication skills needed to interpret and
define work procedures
3.3. Selection & use of proper tools & equipment
3.4. Loop-checking skills
3.5. Problem solving in unplanned events
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 42
4. Method of assessment 4.1. The assessor may select at least three of the
following assessment methods to objectively
assess the candidate:
4.1.1. Observation
4.1.2. Demonstration
4.1.3. Questioning
4.1.4. Third Party
4.1.5. Portfolio
5. Resource Implication Include but not limited to:
5.1. Instrumentation & control devices
5.2. Tools
5.3. Test equipment, calibrators, configurators or
programmers
5.4. Materials
5.5. PPE
5.6. Technical manuals
5.7. Instrumentation & Control drawings
6. Context of Assessment 6.1. Assessment may be conducted in the workplace
or in a simulated work environment
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 43
UNIT TITLE : MAINTAIN AND REPAIR INSTRUMENTATION AND
CONTROL DEVICES
UNIT CODE : ELC724305
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes needed to
maintain and repair instrumentation and control devices.
ELEMENT PERFORMANCE CRITERIA
Italicized Bold items are elaborated in the range of Variables
1. Plan and prepare for
maintenance/repair
1.1. Maintenance or repair is planned and prepared in
line with job requirements.
1.2. OHS policies and procedures are followed in line
with job requirements.
1.3. Instrumentation and Control standards are
followed in line with job requirements
1.4. Instrumentation and control devices for
maintenance or repair are checked against
specifications and requirements.
1.5. Materials necessary to complete the work are
obtained in accordance with established procedures
and checked against job requirements.
1.6. Tools, equipment and testing devices needed for
the maintenance/repair are obtained and checked for
correct operation and safety
1.7. Instrumentation and control devices maintained or
repaired are identified based on Job/Service Order
or instructions
2. Maintain
instrumentation and
control devices
2.1. Appropriate personal protective equipment is used
as per OH&S procedure.
2.2. Normal function of instrumentation and control
devices is checked in accordance with
manufacturer’s instructions & standard procedures.
2.3. Scheduled/periodic maintenance is performed in
accordance with manufacturer’s requirements.
2.4. Unplanned events or conditions are responded to in
accordance with established procedures
3. Repair
instrumentation and
control devices
3.1. Appropriate personal protective equipment is used in
line with standard procedures.
3.2. Normal function of instrumentation and control
devices is checked in accordance with
manufacturer’s instructions.
3.3. Fault/s or problem/s in system or component is/are
diagnosed in line with the standard operating
procedures.
3.4. Unplanned events or conditions are responded to in
accordance with established procedures
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 44
4. Inspect and test the
repaired
instrumentation and
control devices
4.1. Final inspections are undertaken to ensure that the
testing conducted on the device conforms with the
manufacturer’s instruction/manual
4.2. Instrumentation and control devices are checked to
ensure safe operation.
4.3. Work site is cleaned and cleared of all debris and left
in safe condition in accordance with company
procedures
4.4. Report is prepared and completed according to
company requirements
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 45
RANGE OF VARIABLES
VARIABLE RANGE
1. OH & S policies and
procedures
1.1. OH & S guidelines
1.2. Philippine environmental standards
2. Instrumentation and
Control Standards
Include but not limited to:
2.1. ISA (Instrumentation, Systems and Automation)
Society (formerly Instrument Society of America)
2.2. ANSI (American National Standards Institute)
2.3. ASME (American Society of Mechanical Engineers)
2.4. NEC (National Electrical Code)
2.5. IEC (International Electrotechnical Commission)
3. Instrumentation and
Control Devices
Include but not limited to:
3.1. Sensors/Transmitters/
Transducers
3.2. Indicators
3.3. Controllers
3.4. Control valves
3.5. Actuators
3.6. Recorders
3.7. Annunciators
3.8. Process switches
4. Tools Tools for: cutting, shaping, drilling, threading, tapping,
finishing, dismantling/assembling. Tool set include but not
limited to:
4.1. Pliers (assorted)
4.2. Screw drivers (assorted)
4.3. Soldering iron/gun
4.4. Wrenches
5. Equipment/testing
devices
5.1. Equipment include but not limited to:
5.1.1. Maintenance bench
5.1.2. Instrument air supply equipment
5.1.3. Power supply equipment
5.2. Testing devices includes but not limited to:
5.2.1. Multimeter
5.2.2. Calibrators
6. Materials Include but not limited to:
6.1. Sealing materials
6.2. Pipes/tubes & fittings
6.3. Wires and cables
6.4. Cleaning materials
6.5. Lubricating materials
7. Personal protective
equipment
Include but not limited to:
7.1. Ear muffs/plugs
7.2. Goggles/glasses/face
shield
7.3. Safety hat
7.4. Safety apparel/suit
7.5. Safety belt/harness
7.6. Safety shoes
7.7. Mask
7.8. Gloves
8. Fault/s or problem/s 8.1. mechanical
8.2. electrical
8.3. electronics
8.4. computer-based
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 46
EVIDENCE GUIDE
1. Critical aspect of
competency
Assessment requires evidence that the candidate:
1.1. Interpreted work instructions according to job
requirements.
1.2. Conducted maintenance properly on the devices using
standard procedures
1.3. Diagnosed faults in the devices
1.4. Repaired or replaced defective devices
1.5. Checked the maintained/repaired devices to ensure
safety
1.6. Documented the tasks undertaken
2. Underpinning
knowledge
Include but not limited to:
2.1. Occupational health and safety
2.2. Instrumentation & Control standards
2.3. Use of tools
2.4. Mathematical calculations
2.5. Electrical theory
2.6. Electronics theory
2.7. Use of test equipment and calibrators
2.8. Wiring techniques
2.9. Drawing interpretation
2.10. Soldering techniques
2.11. Principles of Instrumentation
2.12. Process variable measurements (pressure, level, flow,
temperature, analysis, etc.)
2.13. Process Control Theory
2.14. Process Control System (single-loop & multi-loop
controllers, DCS, DAS, SCADA, etc)
2.15. Sensors, transmitters, transducers & converters
2.16. Programmable logic controllers
2.17. Control valves and final control elements
2.18. Computer operations
2.19. Corrective & preventive maintenance procedures
3. Underpinning skills 3.1. Reading skills required to interpret work instructions
3.2. Communication skills needed to interpret and define
work procedures
3.3. Selection & use of proper tools & equipment
3.4. Troubleshooting skills on device level
3.5. Problem solving in unplanned events
4. Method of
assessment
4.1. The assessor may select at least three of the following
assessment methods to objectively assess the
candidate:
4.1.1. Observation
4.1.2. Demonstration
4.1.3. Questioning
4.1.4. Third Party
4.1.5. Portfolio
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 47
5. Resource Implication Include but not limited to:
5.1. Instrumentation & Control devices
5.2. Tools
5.3. Test equipment and calibrators
5.4. Materials
5.5. PPE
5.6. Technical manuals
5.7. Instrumentation & Control drawings
6. Context of
Assessment
6.1. Assessment may be conducted in the workplace or in
a simulated environment
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SECTION 3 TRAINING STANDARDS
3.1 CURRICULUM DESIGN
Course Title: Instrumentation & Control Servicing NC Level: NC III
Nominal Training Duration: 36 hrs – Basic Competencies
60 hrs – Common Competencies
80 hrs – Core Competencies
176 hrs
Course Description:
This course is designed to develop & enhance the knowledge, skills, & attitudes of
an Instrumentation & Control Technician, in accordance with industry standards. It covers
the basic & common competencies in addition to the core competencies such as loop
checking, maintaining and repairing Instrumentation & control devices. The nominal
duration of 176 hr covers only the basic, common and core units at Instrumentation &
Control Servicing NC III. TVET providers can however, offer a longer, ladderized course
covering both NC II and NC III basic, common and core units.
BASIC COMPETENCIES
36 hrs
Unit of
Competency Learning Outcomes Methodology Assessment
Approach
1. Lead workplace
communication
1.1 Communicate information
about workplace
processes.
1.2 Lead workplace
discussions.
1.3 Identify and communicate
issues arising in the
workplace
Group discussion
Role Play
Brainstorming
Observation
Interviews
2. Lead small
teams
2.1Provide team leadership.
2.2Assign responsibilities
among members.
2.3Set performance
expectation for team
members.
2.4Supervise team
performance
Lecture
Demonstration
Self-paced
(modular)
Demonstration
Case studies
3. Develop and
practice
negotiation
skills
3.1 Identify relevant
information in planning
negotiations
3.2 Participate in negotiations
3.3 Document areas for
agreement
Direct
observation
Simulation/role
playing
Case studies
Written test
Practical/
performance
test
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4. Solve
workplace
problem related
to work
activities
4.1 Explain the analytical
techniques.
4.2 Identify the problem.
4.3 Determine the possible
cause/s of the problem.
Direct observation
Simulation/role
playing
Case studies
Written test
Practical/
performance
test
5. Use
mathematical
concepts and
techniques
5.1 Identify mathematical
tools and techniques to
solve problem
5.2 Apply mathematical
procedures/solution
5.3 Analyze results
Direct observation
Simulation/role
playing
Case studies
Written test
Practical/
performance
test
6. Use relevant
technologies
2.1Identify appropriate
technology
2.2Apply relevant technology
2.3Maintain/enhance relevant
technology
Direct observation
Simulation/role
playing
Case studies
Written test
Practical/
performance
test
COMMON COMPETENCIES
60 hrs
Note: Those who have completed the course on Instrumentation and Control Servicing NC II or
have acquired the Instrumentation and Control Servicing NC II qualification can skip this
portion on common competencies.
Unit of
Competency Learning Outcomes Methodology Assessment
Approach
1. Apply Quality
Standards
1.1 Asses quality of received
materials
1.2 Assess own work
1.3 Engage in quality
improvement
Field trip
Symposium
Film showing
Simulation
On the job
training
Demonstration &
questioning
Observation &
questioning
Third party
report
2. Perform
Computer
Operation
2.1 Set-up workstation
2.2 Prepare storage media
2.3 Work with files and objects
2.4 Manipulate word
processing software
2.5 Manipulate spreadsheet
software
2.6 Manipulate customize and
database applications
2.7 Utilize the internet
2.8 Maintain computer
hardware and software
Modular
Film showing
Computer
based training
(e-learning)
Project method
On the job
training
Demonstration &
questioning
Observation &
questioning
Third party
report
Assessment of
output product
Portfolio
Computerbased
assessment
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 50
3. Use Hand
Tools
3.1 Identify, explain and apply
the use of different types
of hand tools
3.2 Perform basic
maintenance and proper
storage of hand tools
according to the standard
operating procedures
3.3 Document and record the
sequence of events in safe
keeping hand tools.
Lecture /
Demonstration
Distance
education
Film Showing
Written/Oral
examination
Practical
demonstration
4. Perform
Mensurations
and
Calculation
4.1 Select measuring
instruments;
4.2 Carry-out measurements
and calculations;
Self- paced/
modular
Demonstration
Small group
discussion
Distance
education
Written/Oral
examination
Practical
demonstration
5. Interpret
Technical
Drawings
And Plans
5.1 Select and interpret
technical drawing
5.2 Perform freehand
sketching
Lecture/
demonstration
Dualized
Distance
learning
Written /oral
examinations
Direct
observation
Project method
interview
6. Terminate
and Connect
Electrical
wiring and
Electronic
Circuit
6.1 Terminate or join nonsoldered connections
6.2 Terminate or join soldered
connections
Film Viewing
Individualized
Learning
Direct Student
Laboratory
Experience
On the Job
Training
Project
Method
Demonstration
and Questioning
Assessment of
Output Product
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 51
CORE COMPETENCIES
80 hrs
Note: This course design covers only Instrumentation & Control Servicing NC III level core units.
The trainee attending this course must have completed first the units for Instrumentation
and Control Servicing NC II.
Unit of
Competency
Learning Outcomes Methodology Assessment
Approach
1. Loop-Check
Instrumentation
& Control
Devices
1.1 Read & interpret work
instructions according to job
requirements.
Lecture
Discussion
Demonstration
Viewing
multimedia
Written exam
Practical exam
Observation in
workplace
Interviews/
questioning
1.2 Identify the tools, equipment,
testing devices, & materials
needed for loop checking.
1.3 Identify the PPE & OHS
policies & procedures required
for the loop checking job.
1.4 Loop check Instrumentation &
control devices according to
technical requirements &
standards
1.5 Conduct functional test
procedure of the loop checked
Instrumentation & Control
devices
1.6 Prepare a loop check &
testing report
2. Maintain and
Repair
Instrumentation
& Control
Devices
2.1 Read & interpret work
instructions according to the
maintenance & repair job.
Lecture
Discussion
Demonstration
Viewing
multimedia
Written exam
Practical exam
Observation in
workplace
Interviews/
questioning
2.2 Identify the tools, equipment,
testing devices, & materials
needed for maintenance &
repair.
2.3 Identify the PPE & OHS
policies & procedures required
for the maintenance & repair
job.
2.4 Maintain Instrumentation &
control devices according to
technical requirements &
standards
2.5 Diagnose & repair faults or
problems in instrumentation &
control devices
2.6 Conduct tests & inspection to
determine normal functionality
& to insure safe operation.
2.7 Prepare a maintenance &
repair report
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 52
3.2 TRAINING DELIVERY
The delivery of training should adhere to the design of the curriculum.
Delivery should be guided by the 10 basic principles of the competency-based
TVET.
The training is based on curriculum developed from the competency
standards;
Learning is modular in its structure;
Training delivery is individualized and self-paced;
Training is based on work that must be performed;
Training materials are directly related to the competency standards and
the curriculum modules;
Assessment is based in the collection of evidence of the performance of
work to the industry required standard;
Training is based both on and off-the-job components;
Allows for recognition of prior learning (RPL) or current competencies;
Training allows for multiple entry and exit; and
Approved training programs are nationally accredited.
The competency-based TVET system recognizes various types of delivery
modes, both on and off-the-job as long as the learning is driven by the competency
standards specified by the industry. The following training modalities may be
adopted when designing training programs:
The dualized mode of training delivery is preferred and recommended.
Thus programs would contain both in-school and in-industry training or
fieldwork components. Details can be referred to the Dual Training
System (DTS) Implementing Rules and Regulations.
Modular/self-paced learning is a competency-based training modality
wherein the trainee is allowed to progress at his own pace. The trainer
only facilitates the training delivery.
Peer teaching/mentoring is a training modality wherein fast learners are
given the opportunity to assist the slow learners.
Supervised industry training or on-the-job training is an approach in
training designed to enhance the knowledge and skills of the trainee
through actual experience in the workplace to acquire a specific
competencies prescribed in the training regulations.
Distance learning is a formal education process in which majority of the
instruction occurs when the students and instructors are not in the same
place. Distance learning may employ correspondence study, or audio,
video or computer technologies.
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 53
3.3 TRAINEE ENTRY REQUIREMENTS
The trainees who wish to enter the course should possess the following
requirements:
Can recognize abstract and 3-dimensional figures
Must be physically and mentally fit to undergo training
With good moral character
Must have completed training in Instrumentation & Control Servicing
NC II or equivalent in experience
3.4 LIST OF TOOLS, EQUIPMENT AND MATERIALS
Recommended list of tools, equipment and materials for the training of
25 trainees for Instrumentation and Control Servicing NC III.
TOOLS EQUIPMENT MATERIAL
Qty. Description Qty. Description Qty. Description
25 pcs Long-nosed
pliers 25 pcs Multimeters 1 spool Solder lead
25 pcs Diagonal cutters 5 pcs Signal simulators 1 spool
Shielded
instrumentation
cable
25 pcs Standard
screwdrivers 5 pcs Multifunction Calibrators 1 lot Terminal lugs
25 pcs Phillips
screwdrivers 5 pcs Pressure transmitters 1 lot Terminal
strips/blocks
25 pcs Electrical pliers 5 pcs Pressure gages 25 pcs Cotton gloves
25 pcs Soldering iron 1 pc. Air compressor 1 lot Copper tubing
25 pcs
Adjustable
wrench 5 pcs Thermocouple sensors 1 lot Plastic tubing
5 pcs Wire stripper 5 pcs RTD sensors 1 lot Compression
fittings
5 pcs Crimping tool 5 pcs Temperature transmitters,
Universal input 25 rolls Electrical tape
5 sets Allen wrench 5 pcs Loop power supplies 25 rolls Teflon sealant
tape
5 sets Jeweller’s
screwdrivers 5 pcs Instrument stanchions 1 lot Cable ties
5 sets Combination
wrench, metric 5 pcs Process indicators
5 sets Combination
wrench, English 5 pcs Process controllers
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 54
1 pc. Control valve w/positioner
1 pc. I/P Converter
5 pcs Desktop PC
2 pcs Oscilloscope
5 sets Communication
equipment
1 pc. Safety helmet
1 pc. Safety shoes
1 pc. Safety harness
1 pc. Safety glasses/goggles
1 pc. Ear plugs/ear muffs
1 pc. Gas mask
1 pc. Face shield
3.5 TRAINING FACILITIES
Based on class size of 25 students/trainees the space requirements for
the teaching/learning and circulation areas are as follows:
TEACHING/LEARNING
AREAS
SIZE IN
METERS
AREA IN SQ.
METERS
QTY TOTAL AREA IN
SQ. METERS
Lecture Area 5 x 8 40 1 40
Laboratory Area 5 x 8 40 1 40
Learning Resource Area 4 x 5 20 1 20
Tool Room / Storage
Area
4 x 5 20 1 20
Wash ,Toilet & Locker Room 1 x 2 2 1 2
Total 122
Facilities / Equipment /
Circulation**
36
Total Area 158
** Area requirement is equivalent to 30% of the total teaching/learning areas
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 55
3.6 TRAINERS QUALIFICATIONS
Instrumentation & Control Technician NC III
Trainer’s Qualification TQ III
Must be a holder of Instrumentation & Control NCIII or equivalent qualification
Must have completed a Trainor’s Training course or equivalent years of experience
* Must have at least 2-years relevant industry experience.
Must be physically & mentally fit.
* Optional: Only when required by the hiring institution.
3.7 INSTITUTIONAL ASSESSMENT
Institutional assessment is undertaken by trainees to determine their
achievement of units of competency. A certificate of achievement is issued for
each unit of competency.
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 56
SECTION 4. NATIONAL ASSESSMENT AND CERTIFICATION ARRANGEMENTS
4.1 To attain the National Qualification of Instrumentation and Control Servicing
NC III, the candidate must demonstrate competence in all the units listed in
Section 1. Successful candidates shall be awarded a National Certificate III
signed by the TESDA Director General.
4.2 The qualification of Instrumentation and Control Servicing NC III may be
attained through:
4.2.1. Accumulation of Certificates of Competency (COCs) in all the
following units of competencies:
4.2.1.1 Install Instrumentation and Control Devices
4.2.1.2 Calibrate Instrumentation and Control Devices
4.2.1.3 Configure Instrumentation and Control Devices
4.2.1.4 Loop Check Instrumentation and Control Devices
4.2.1.5 Maintain and Repair Instrumentation and Control Devices
Successful candidates shall be awarded a Certificate of
Competency (COC) in each of the core units.
4.3 Accumulation and submission of all COCs acquired for the relevant units of
competency comprising a qualification, an individual shall be issued the
corresponding National Certificate.
4.4 Assessment shall focus on the core units of competency. The basic and
common units shall be integrated or assessed concurrently with the core units.
4.5 The following are qualified to apply for assessment and certification:
4.5.1. Graduate of formal, non-formal, and informal including enterprisebased training programs.
4.5.2. Experienced workers (wage employed or self employed)
4.6 The guidelines on assessment and certification are discussed in detail in the
“Procedures Manual on Assessment and Certification” and “Guidelines on the
Implementation of the Philippine TVET Qualification and Certification System
(PTQCS)”.
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 57
DEFINITION OF TERMS
GENERAL
1) Certification - is the process of verifying and validating the competencies of a
person through assessment
2) Certificate of Competency (COC) – is a certification issued to individuals who
pass the assessment for a single unit or cluster of units of competency
3) Common Competencies - are the skills and knowledge needed by all people
working in a particular industry
4) Competency - is the possession and application of knowledge, skills and
attitudes to perform work activities to the standard expected in the workplace
5) Competency Assessment - is the process of collecting evidence and making
judgments on whether competency has been achieved
6) Competency Standard (CS) - is the industry-determined specification of
competencies required for effective work performance
7) Context of Assessment - refers to the place where assessment is to be
conducted or carried out
8) Core Competencies - are the specific skills and knowledge needed in a
particular area of work - industry sector/occupation/job role
9) Critical aspects of competency - refers to the evidence that is essential for
successful performance of the unit of competency
10) Elective Competencies - are the additional skills and knowledge required by the
individual or enterprise for work
11) Elements - are the building blocks of a unit of competency. They describe in
outcome terms the functions that a person performs in the workplace.
12) Evidence Guide - is a component of the unit of competency that defines or
identifies the evidences required to determine the competence of the individual. It
provides information on critical aspects of competency, underpinning knowledge,
underpinning skills, resource implications, assessment method and context of
assessment
13) Level - refers to the category of skills and knowledge required to do a job
14) Method of Assessment - refers to the ways of collecting evidence and when,
evidence should be collected
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 58
15) National Certificate (NC) – is a certification issued to individuals who achieve all
the required units of competency for a national qualification defined under the
Training Regulations. NCs are aligned to specific levels within the PTQF
16) Performance Criteria - are evaluative statements that specify what is to be
assessed and the required level of performance
17) Qualification - is a cluster of units of competencies that meets job roles and is
significant in the workplace. It is also a certification awarded to a person on
successful completion of a course in recognition of having demonstrated
competencies in an industry sector
18) Range of Variables - describes the circumstances or context in which the work is
to be performed
19) Recognition of Prior Learning (RPL) – is the acknowledgement of an individual’s
skills, knowledge and attitudes gained from life and work experiences outside
registered training programs
19) Resource Implication - refer to the resources needed for the successful
performance of the work activity described in the unit of competency. It includes
work environment and conditions, materials, tools and equipment
20) Basic Competencies - are the skills and knowledge that everyone needs for work
21) Training Regulations (TR) – refers to the document promulgated and issued by
TESDA consisting of competency standards, national qualifications and training
guidelines for specific sectors/occupations. The TR serves as basis for
establishment of qualification and certification under the PTQF. It also serves as
guide for development of competency-based curricula and instructional materials
including registration of TVET programs offered by TVET providers
22) Underpinning Knowledge - refers to the competency that involves in applying
knowledge to perform work activities. It includes specific knowledge that is
essential to the performance of the competency
23) Underpinning Skills - refers to the list of the skills needed to achieve the
elements and performance criteria in the unit of competency. It includes generic
and industry specific skills
24) Unit of Competency – is a component of the competency standards stating a
specific key function or role in a particular job or occupation; it is the smallest
component of achievement that can be assessed and certified under the PTQF
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 59
SECTOR SPECIFIC
25) Actuator: In a closed-loop control system, that part of the final control element
that translates the control signal into action by the control device.
26) ANSI: American National Standards Institute.
27) ASME: American Society of Mechanical Engineers.
28) Assembler: A program that translates assembly language instructions into
machine language instructions.
29) Assembly Language: A machine oriented language in which mnemonics are
used to represent each machine language instruction. Each CPU has its own
specific assembly language.
30) Automation: (1) The conversion to and implementation of procedures, processes,
or equipment by automated means. (2) Industrial open- or closed-loop control
systems in which the manual operation of controls is replaced by servo operation.
31) Calibration: The process of adjusting an instrument or compiling a deviation chart
so that its reading can be correlated to the actual value being measured.
32) Control system: The deliberate guidance or manipulation of the elements in a
system in order to achieve a prescribed value or performance of a system to
complete a defined process.
33) Conveyor: A horizontal, inclined or vertical device for moving or transporting bulk
materials, packages, or objects in a path predetermined by the design of the
device and having points of loading and discharge fixed, or selective.
34) DAS: Also known as Data Acquisition System, DAQ is a system of one or more
sensors, devices and communication links used to scan or collect and forward
data to a central location for further processing, display, or archiving.
35) DCS: Distributed Control System (DCS) is a big Programmable Logic Controller
(PLC) that is typically networked to other controllers, PLCs or field devices. It
typically has a workstation to interface with the controller and can be very
expensive due to built-in security and fail-over features.
36) Ergonomics --"The systematic application of knowledge about the psychological,
physical, and social attributes of human beings in the design and use of all things
which affect a person's working conditions: equipment and machinery, the work
environment and layout, the job itself, training and the organization of work."
(Humansystems Inc).
37) PID control: Proportional plus Integral plus Derivative control is used in processes
where the controlled variable is affected by long downtimes.
38) PLC (Programmable Logic Controller) : A class of industrially hardened devices
that provides hardware interface for input sensors and output actuators. PLCs can
be programmed using relay ladder logic to control the outputs based on input
conditions and / or algorithms contained in the memory of the PLC.
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 60
39) Process automation: Includes objectives of control and also those of enterprise
management. This requires an integrated approach to plant operations and
enables a variety of applications such as production scheduling, inventory control,
performance monitoring, statistical process control, maintenance management and
environmental audit.
40) Process control: Automatic monitoring and control of a process by an instrument
or computer programmed to respond appropriately to feedback from the process.
41) SCADA: Supervisory Control and Data Acquisition (SCADA) is a common process
control application that collects data from sensors on the shop floor or in remote
locations and sends them to a central computer for management and control.
42) Sensor: A transducer whose input is a physical phenomenon and whose output is
a quantitative measure of the phenomenon.
43) Sequence control: The control of a series of machine movements, with the
completion of one movement initiating the next. The extent of movements is
typically not specified by numerical input data.
44) Software: The entire set of programs, procedures, and related documentation
associated with a computer.
45) Static Calibration: A calibration recording pressure versus output at fixed points
at room temperature.
46) Systems integration: The ability of computers, instrumentation, and equipment to
share data or applications with other components in the same or other functional
areas.
47) Transducer: A device that converts signals from one physical form to another.
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 61
ANNEX A - COMPETENCY MAP
BASIC COMPETENCIES
Receive and
Respond to
Workplace
Communication
Work with Others Demonstrate work
values
Practice basic
housekeeping
procedures
Participate in
Workplace
Communication
Work in a Team
Environment
Practice career
professionalism
Practice occupational
health and safety
procedures
Lead Workplace
Communication Lead Small Team
Develop and
practice negotiation
skills
Solve Problems
Related to Work
Activities
Use mathematical
concepts and
techniques
Use relevant
technologies
Utilize Specialist
Communication Skills
Develop Team and
Individuals
Apply Problem
Solving Techniques
in the Workplace
Collect, analyze and
organize information
Plan and Organize
Work
Promote
environmental
protection
COMMON COMPETENCIES
Use Hand Tools
Perform
Mensuration and
Calculation
Prepare and
Interpret Technical
Drawing
Apply Quality
Standards
Perform Computer
Operations
Terminate and
Connect Electrical
Wiring and
Electronic Circuits
CORE COMPETENCIES
Install
Instrumentation and
Control Devices
Calibrate
Instrumentation and
Control Devices
Configure
Instrumentation and
Control Devices
Loop Check
Instrumentation and
Control Devices
Maintain and Repair
Instrumentation &
Control Devices
Start-up
Instrumentation and
Control Systems
Diagnose and
Troubleshoot
Instrumentation and
Control Systems
Install Mechatronic
Devices
Configure and Test
Mechatronics
Devices
Develop
Mechatronics Control
Circuits and Software
Application Programs
Maintain and Repair
Mechatronic Systems
Commission
Mechatronic
Systems
Diagnose and
Troubleshoot
Mechatronic
Systems
Service and Repair
Audio Systems and
Products
Service and Repair
Video Systems and
Products
Service and Repair
Business Machines
Assemble and
Disassemble
Consumer Electronic
Products
Maintain and Repair
Electronically
Controlled Domestic
Appliances
Maintain and Repair
Audio-Video Products
and Systems
Maintain and Repair
Cellular Phones
Commission
Consumer Electronic
Products and
Systems
Develop Servicing
Systems for
Consumer Electronic
Products
Train service
technician
Manage Servicing
Systems for
Consumer
Electronics Products
and Systems
Train service
technician
supervisors
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TRAINING REGULATIONS - INSTRUMENTATION AND CONTROL SERVICING NC III Page 62
ACKNOWLEDGEMENTS
The Technical Education and Skills Development Authority (TESDA) wishes to
extend gratitude and appreciation to the many representatives of business, industry,
academe and government agencies and labor groups who donated their time and
expertise to the development and validation of these Training Regulations.
THE TECHNICAL EXPERT COMMITTEE
MR. ERNIE O. DIMALANTA
President, PICS Foundation, Inc.
President, PhilAsia School of Instrumentation
ENGR. CHUCK L.G. EBALO
VP-Academic Affairs, PhilAsia School
Of Instrumentation and Automation
and Automation
MS. MA. ZENAIDA S. VILLALVA
Professor, Rizal Technological University
Treasurer, PICS Foundation, Inc.
ENGR. RAINNEL R. MACLANG
Engineering Service Manager
Instrumentation & Control Specialist, Inc.
PHILIPPINE INSTRUMENTATION AND CONTROL SOCIETY FOUNDATION, INC.
INSTRUMENTATION & CONTROL SPECIALIST, INC.
PHILASIA SCHOOL OF INSTRUMENTATION & AUTOMATION
THE TESDA BOARD - STANDARDS SETTING AND SYSTEMS DEVELOPMENT
COMMITTEE
THE MANAGEMENT AND STAFF OF TESDA SECRETARIAT
Qualifications and Standards Office
(QSO)
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