MECHATRONICS SERVICING NC II – TESDA COURSE MODULE

TESDA TRAINING REGULATIONS FOR MECHATRONICS SERVICING NC II

The TESDA Course in Mechatronics Servicing NC II consists of competencies that must be possessed to enable a person to install, configure and test mechatronics and automation devices/system.

This Qualification is packaged from the competency map of the Electrical & Electronics Industry sector.

A student who has achieved this Qualification is competent to be:

• Mechatronics and Automation Technician
• Mechatronics and Automation Installer

TRAINEE ENTRY REQUIREMENTS

Trainees or students wishing to enroll in MECHATRONICS SERVICING NC II course should possess the following requirements:

• Must have completed at least 10 yrs. basic education or an alternative learning systems (ALS) certificate of achievement with grade 10 equivalent holder
• Can communicate orally & in writing
• Can perform basic mathematical computations

MECHATRONICS SERVICING NC II – TRAINING AND REGULATION MODULE

Course Title: MECHATRONICS SERVICING
Level: NC II
Nominal Training Duration :

(Basic Competency) 18 Hours
(Common Competency) 60 Hours
(Core Competency) 80 Hours

Total Duration: 158 Hours

This course is designed to develop & enhance the knowledge, skills, & attitudes of a mechatronics and automation technician, in accordance with industry standards. It covers the basic & common competencies in addition to the core competencies such as installing, configuring & testing mechatronics and automation devices/system.

COMPETENCIES REQUIRED IN MECHATRONICS SERVICING NC II

This units of competency comprising this qualification include Basic, Common, and Core Competencies.

To obtain this TESDA course in MECHATRONICS SERVICING NC II, all units prescribed for this qualification must be achieved.

These units of competency comprising this qualification include the following:

UNIT CODE	CORE COMPETENCIES (80 Hours)
ELC311301	Install Mechatronics and Automation Devices
ELC311302	Configure and Test Mechatronics and Automation System
UNIT CODE	COMMON COMPETENCIES (60 Hours)
ELC311205	Use Hand Tools
ELC311201	Perform Mensuration and Calculation
ELC311202	Prepare and Interpret Technical Drawing
ELC311204	Apply Quality Standards
ELC311203	Perform Computer Operations
ELC311206	Terminate and Connect Electrical Wiring and Electronic Circuits
ELC311209	Test Electronic Components
UNIT CODE	BASIC COMPETENCIES (18 Hours)
500311105	Participate in workplace communication
500311106	Work in a team environment
500311107	Practice career professionalism
500311108	Practice occupational health and safety procedures

This section gives the details and contents of the units of competency required in MECHATRONICS SERVICING NC II. These units of competency are categorized into basic, common and core competencies.

CORE COMPETENCIES

This section gives the details of the contents of the core units of competency required in MECHATRONICS SERVICING NC II.

UNIT TITLE : INSTALL MECHATRONICS AND AUTOMATION DEVICES
UNIT CODE : ELC311301

This unit covers the knowledge, skills and attitudes necessary to install mechatronics and automation devices. It includes planning, preparing and installing mechatronics and automation devices. This also includes testing of installed mechatronics and automation devices. This unit supersedes the unit of competency with unit code ELC724308 (Install mechatronics devices).

1. Plan and prepare mechatronics and automation devices for installation
   • Work instructions are read and interpreted to determine job requirements.
   • Tools and testing devices needed to carry out the installation work are selected in accordance with established procedures and checked for correct operation and safety.
   • Materials and devices necessary to complete the work are obtained in accordance with job requirements.
   • Components and devices are pre-tested in accordance to product specifications
2. Install mechatronics and automation devices
   • Appropriate personal protective equipment is worn in line with standard operating procedures.
   • OH & S policies and procedures for installation are followed in line with the job requirements.
   • Devices are installed in accordance with manufacturer’s instructions, requirements, and without damage to the surrounding place or environment
   • Unplanned events or conditions are responded to in accordance with established procedures
3. Test installed mechatronics and automation devices
   • Devices are tested in accordance with manufacturer’s instruction
   • Final inspections are undertaken to ensure that the installed devices conform to manufacturer’s instruction.
   • Work site is cleaned and cleared of all debris and left safe in accordance with the company requirements
   • Documentation (as-built) on installation and testing of equipment is prepared in accordance with the company requirements.

UNIT TITLE : CONFIGURE AND TEST MECHATRONICS AND AUTOMATION SYSTEM
UNIT CODE : ELC311302

This unit covers the knowledge, skills and attitudes needed to configure and test mechatronics and automation system. This includes planning and preparing for configuration and testing, checking and configuring mechatronics and automation system. This also includes inspecting and testing the configured system. This unit supersedes the unit of competency with unit code ELC724309 (Configure and adjusts mechatronics devices).

1. Plan and prepare for configuration and testing of mechatronics and automation system
   • Configuration and testing are planned and prepared in line with job requirements.
   • OHS policies and procedures are followed in line with job requirements.
   • Mechatronics and automation devices for configuration & testing are checked against specifications and requirements.
   • Materials necessary to complete the work are obtained in accordance with established procedures and checked against job requirements.
   • Tools, equipment and testing devices needed for configuration & testing are obtained and checked for correct operation and safety
   • Mechatronics and automation system to be configured and tested are identified from the Job/Service Order or instructions
2. Check and configure mechatronics and automation system
   • Appropriate personal protective equipment is used and OHS policies and procedures are followed
   • Normal function of mechatronics and automation system are checked in accordance with manufacturer’s instructions.
   • Fault or problem in the system is diagnosed in line with the standard operating procedures.
   • Mechatronics and automation system are configured in line with the standard operating procedures.
   • Unplanned events or conditions are responded to in accordance with established procedures
3. Inspect and test the configured mechatronics and automation system
   • Final inspections are undertaken to ensure that the adjustment & testing done on the system conforms with design requirement
   • Configured mechatronics and automation system are tested to ensure safe operation.
   • When necessary, problems are referred to appropriate personnel.
   • Documentation (as-built) is prepared/completed in accordance with the company requirements

COMMON COMPETENCIES

UNIT TITLE : USE HAND TOOLS
UNIT CODE : ELC311205

This unit covers the knowledge, skills and attitudes on the safe use, handling and maintenance of tools.

1. Plan and prepare for tasks to be undertaken
   • Tasks to be undertaken are properly identified
   • Appropriate hand tools are identified and selected according to the task requirements
2. Prepare hand tools
   • Appropriate hand tools are checked for proper operation and safety
   • Unsafe or faulty tools are identified and marked for repair according to standard company procedure
3. Use appropriate hand tools and test equipment
   • Tools are used according to tasks undertaken
   • All safety procedures in using tools are observed at all times and appropriate personal protective equipment (PPE) are used
   • Malfunctions, unplanned or unusual events are reported to the supervisor
4. Maintain hand tools
   • Tools are not dropped to avoid damage
   • Routine maintenance of tools undertaken according to standard operational procedures, principles and techniques
   • Tools are stored safely in appropriate locations in accordance with manufacturer’s specifications or standard operating procedures.

UNIT TITLE : PERFORM MENSURATION AND CALCULATION
UNIT CODE : ELC311201

This unit covers the knowledge, skills and attitudes and values needed identify, care, handle and use measuring instruments

1. Select measuring instruments
   • Object or component to be measured is identified
   • Correct specifications are obtained from relevant source
   • Measuring tools are selected in line with job requirements
2. Carry out measurements and calculation
   • Appropriate measuring instrument is selected to achieve required outcome
   • Accurate measurements are obtained for job
   • Calculation needed to complete work tasks are performed using the four basic process of addition (+), subtraction (-), multiplication (x), and division (/)
   • Calculation involving fractions, percentages and mixed numbers are used to complete workplace tasks.
   • Numerical computation is self-checked and corrected for accuracy
   • Instruments are read to the limit of accuracy of the tool.
3. Maintain measuring instruments
   • Measuring instruments are not dropped to avoid damage
   • Measuring instruments are cleaned before and after using.
   • Proper storage of instruments undertaken according to manufacturer’s specifications and standard operating procedures.

UNIT TITLE : PREPARE AND INTERPRET TECHNICAL DRAWING
UNIT CODE : ELC311202

This unit covers the knowledge, skills and attitudes and values needed to prepare/interpret diagrams, engineering abbreviation and drawings, symbols, dimension.

1. Identify different kinds of technical drawings
   • Correct technical drawing is selected according to job requirements.
   • Technical drawings are segregated in accordance with the types and kinds of drawings
2. Interpret technical drawing
   • Components, assemblies or objects are recognized as required.
   • Dimensions of the key features of the objects depicted in the drawing are correctly identified.
   • Symbols used in the drawing are identified and interpreted correctly.
   • 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
   • Electrical/electronic schematic is drawn and correctly identified.
   • Correct drawing is identified, equipment are selected and used in accordance with job requirements.
4. Store technical drawings and equipment/instruments
   • Care and maintenance of drawings are undertaken according to company procedures.
   • Technical drawings are recorded and inventory is prepared in accordance with company procedures.
   • Proper storage of instruments is undertaken according to company procedures.

UNIT TITLE : APPLY QUALITY STANDARDS
UNIT CODE : ELC311204

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

1. Assess quality of received materials or components
   • Work instructions are obtained and work is carried out in accordance with standard operating procedures
   • Received materials or component parts are checked against workplace standards and specifications
   • Faulty material or components related to work are identified and isolated
   • Faults and any identified causes are recorded and/or reported to the supervisor concerned in accordance with workplace procedures
   • Faulty materials or components are replaced in accordance with workplace procedures
2. Assess own work
   • Documentation relative to quality within the company is identified and used
   • Completed work is checked against workplace standards relevant to the task undertaken
   • Faulty pieces are identified and isolated
   • Information on the quality and other indicators of production performance is recorded in accordance with workplace procedures
   • 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
   • Process improvement procedures are participated in relation to workplace assignment
   • Work is carried out in accordance with process improvement procedures
   • Performance of operation or quality of product or service to ensure customer satisfaction is monitored

UNIT TITLE : PERFORM COMPUTER OPERATIONS
UNIT CODE : ELC311203

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

1. Plan and prepare for task to be undertaken
   • Requirements of task are determined
   • Appropriate hardware and software are selected according to task assigned and required outcome
   • Task is planned to ensure OH&S guidelines and procedures are followed
2. Input data into computer
   • Data are entered into the computer using appropriate program/application in accordance with company procedures
   • Accuracy of information is checked and information is saved in accordance with standard operating procedures
   • Inputted data are stored in storage media according to requirements
   • Work is performed within ergonomic guidelines
3. Access information using computer
   • Correct program/application is selected based on job requirements
   • Program/application containing the information required is accessed according to company procedures
   • Desktop icons are correctly selected, opened and closed for navigation purposes
   • Keyboard techniques are carried out in line with OH&S requirements for safe use of keyboards
4. Produce/output data using computer system
   • Entered data are processed using appropriate software commands
   • Data printed out as required using computer hardware/peripheral devices in accordance with standard operating procedures
   • 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
   • Systems for cleaning, minor maintenance and replacement of consumables are implemented
   • Procedures for ensuring security of data, including regular back-ups and virus checks are implemented in accordance with standard operating procedures
   • Basic file maintenance procedures are implemented in line with the standard

UNIT TITLE : TERMINATE AND CONNECT ELECTRICAL WIRING AND ELECTRONICS CIRCUIT
UNIT CODE : ELC311206

This unit covers the knowledge, skills, (and) attitudes and values needed to terminate and connect electrical wiring and electronic circuits

1. Plan and prepare for termination/connection of electrical wiring/electronic s circuits
   • Materials are checked according to specifications and tasks
   • Appropriate tools and equipment are selected according to tasks requirements
   • Task is planned to ensure OH & S guidelines and procedures are followed
   • 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
   • Safety procedures in using tools are observed at all times and appropriate personal protective equipment are used
   • Work is undertaken safely in accordance with the workplace and standard procedures
   • Appropriate range of methods in termination/connection are used according to specifications, manufacturer’s requirements and safety
   • Correct sequence of operation is followed
   • Accessories used are adjusted, if necessary
   • Confirmed termination/connection is undertaken successfully in accordance with job
     specification
3. Test termination/connections of electrical wiring/electronics circuits
   • Testing of all completed termination/ connections of electric wiring/electronic circuits is conducted for compliance with specifications and regulations using appropriate procedures and equipment
   • Wiring and circuits are checked using specified testing procedures
   • Unplanned events or conditions are responded to in accordance with established procedures

UNIT OF COMPETENCY: TEST ELECTRONIC COMPONENTS
UNIT CODE : ELC311209

This unit covers the knowledge, skills and attitudes required to test electronic components. It includes competencies in determining the criteria for testing electronics components, planning an approach for component testing, testing the components and evaluating the testing process.

1. Determine criteria for testing electronics components
   • Work instructions are obtained and clarified based on job order or client requirements
   • Responsible person is consulted for effective and proper work coordination
   • Data sheets/Application notes are obtained and interpreted based on manufacturer’s specifications
   • Testing criteria are defined to ensure that components meet technical and quality requirements
   • Document and communicate testing criteria to relevant personnel
2. Plan an approach for component testing
   • Various testing methods are identified based on types of electronic components
   • Characteristics and appropriateness of testing methods to be used during development and on completion is determined
   • Testing methods are considered/selected in relation to appropriate testing strategy
   • Plan for testing components is developed at specified points during development and on completion
   • Required test & measuring instruments and tools are prepared and checked in accordance with established procedures
   • Records system is established to document testing results, including problems and faults
3. Test components
   • Testing methods are applied to ensure that products meet creative, production and technical requirements
   • Problems and faults detected by testing are recorded and remedial steps taken in records system is documented
   • Problems and faults detected during testing are resolved in accordance with agreed project or industry practice
   • Evaluate final products against the previously determined criteria
   • Testing process is documented and summarized evaluation report is submitted to relevant personnel
4. Evaluate the testing process
   • Testing methods that were successful and those that led to difficulties are identified based on industry standards
   • Testing process and records system are evaluated based on standard procedures
   • Test results/findings are documented for subsequent components testing.

BASIC COMPETENCIES

UNIT OF COMPETENCY : PARTICIPATE IN WORKPLACE COMMUNICATION
UNIT CODE : 500311105

This unit covers the knowledge, skills and attitudes required to gather, interpret and convey information in response to workplace requirements.

1. Obtain and convey workplace information
   • Specific and relevant information is accessed from appropriate sources
   • Effective questioning, active listening and speaking skills are used together and convey information
   • Appropriate medium is used to transfer information and ideas
   • Appropriate non- verbal communication is used
   • Appropriate lines of communication with supervisors and colleagues are identified and followed
   • Defined workplace procedures for the location and storage of information are used
   • Personal interaction is carried out clearly and concisely
2. Participate in workplace meetings and discussions
   • Team meetings are at ended on time
   • Own opinions are clear expressed and those of others are listened to without interruption
   • Meeting inputs are consistent with the meeting purpose and established protocols
   • Workplace interactions are conducted in a courteous manner
   • Questions about simple routine workplace procedures and matters concerning working conditions of employment are asked and responded to.
   • Meetings outcomes are interpreted and implemented
3. Complete relevant work related documents
   • Range of forms relating to conditions of employment are completed accurately and legibly
   • Workplace data is recorded on standard workplace forms and documents
   • Basic mathematical processes are used for routine calculations
   • Errors in recording information on forms/documents are identified and properly acted upon
   • Reporting requirements to supervisor are completed according to organizational guidelines

UNIT OF COMPETENCY : WORK IN TEAM ENVIRONMENT
UNIT CODE : 500311106

This unit covers the skills, knowledge and attitudes to identify role and responsibility as a member of a team.

1. Describe team role and scope
   • The role and objective of the team is identified from available sources of information
   • Team parameters, reporting relationships and responsibilities are identified from team discussions and appropriate external sources.
2. Identify own role and responsibility within team
   • Individual role and responsibilities within the team environment are identified.
   • Roles and responsibility of other team members are identified and recognized.
   • Reporting relationships within team and external to team are identified.
3. Work as a team member
   • Effective and appropriate forms of communications used and interactions undertaken with team members who contribute to known team activities and objectives.
   • Effective and appropriate contributions made to complement team activities and objectives, based on individual skills and competencies and workplace context.
   • Observed protocols in reporting using standard operating procedures.
   • Contribute to the development of team work plans based on an understanding of team’s role and objectives and individual competencies of the members.

UNIT OF COMPETENCY : PRACTICE CAREER PROFESSIONALISM
UNIT CODE : 500311107

This unit covers the knowledge, skills and attitudes in promoting career growth and advancement.

1. Integrate personal objectives with organizational goals
   • Personal growth and work plans are pursued towards improving the qualifications set for the profession
   • Intra- and interpersonal relationships is are maintained in the course of managing oneself based on performance evaluation
   • Commitment to the organization and its goal is demonstrated in the performance of duties
2. Set and meet work priorities
   • Competing demands are prioritized to achieve personal, team and organizational goals and objectives.
   • Resources are utilized efficiently and effectively to manage work priorities and commitments
   • Practices along economic use and maintenance of equipment and facilities are followed as per established procedures
3. Maintain professional growth and development
   • Trainings and career opportunities are identified and availed of based on job requirements
   • Recognitions are sought/received and demonstrated as proof of career advancement
   • Licenses and/or certifications relevant to job and career are obtained and renewed

UNIT OF COMPETENCY : PRACTICE  OCCUPATIONAL HEALTH AND SAFETY PROCEDURES
UNIT CODE : 500311108

This unit covers the outcomes required to comply with regulatory and organizational requirements for occupational health and safety.

1. Identify hazards and risks
   • Safety regulations and workplace safety and hazard control practices and procedures are clarified and explained based on organization procedures
   • Hazards/risks in the workplace and their corresponding indicators are identified to minimize or eliminate risk to co-workers, workplace and environment in accordance with organization procedures
   • Contingency measures during workplace accidents, fire and other emergencies are recognized and established in accordance with organization procedures
2. Evaluate hazards and risks
   • Terms of maximum tolerable limits which when exceeded will result in harm or damage are identified based on threshold limit values (TLV)
   • Effects of the hazards are determined
   • OHS issues and/or concerns and identified safety hazards are reported to designated personnel in accordance with workplace requirements and relevant workplace OHS legislation
3. Control hazards and risks
   • Occupational Health and Safety (OHS) procedures for controlling hazards/risks in workplace are consistently
     followed
   • Procedures for dealing with workplace accidents, fire and emergencies are followed in accordance with organization OHS policies
   • Personal protective equipment (PPE) is correctly used in accordance with organization OHS procedures and practices
   • Appropriate assistance is provided in the event of a workplace emergency in accordance with established organization protocol
4. Maintain OHS awareness
   • Emergency-related drills and trainings are participated in as per established organization guidelines and procedures
   • OHS personal records are completed and updated in accordance with workplace requirements

DEFINITION OF TERMS

GENERAL

• Certification – is the process of verifying and validating the competencies of a person through assessment
• Certificate of Competency (COC) – is a certification issued to individuals who pass the assessment for a single unit or cluster of units of competency
• Common Competencies – are the skills and knowledge needed by all people working in a particular industry
• Competency – is the possession and application of knowledge, skills and attitudes to perform work activities to the standard expected in the workplace
• Competency Assessment – is the process of collecting evidence and making judgments on whether competency has been achieved
• Competency Standard (CS) – is the industry-determined specification of competencies required for effective work performance
• Context of Assessment – refers to the place where assessment is to be conducted or carried out
• Core Competencies – are the specific skills and knowledge needed in a particular area of work – industry sector/occupation/job role
• Critical aspects of competency – refers to the evidence that is essential for successful performance of the unit of competency
• Elective Competencies – are the additional skills and knowledge required by the individual or enterprise for work
• Elements – are the building blocks of a unit of competency. They describe in outcome terms the functions that a person performs in the workplace.
• 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
• Level – refers to the category of skills and knowledge required to do a job
• Method of Assessment – refers to the ways of collecting evidence and when, evidence should be collected
• 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
• Performance Criteria – are evaluative statements that specify what is to be assessed and the required level of performance
• 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
• Range of Variables – describes the circumstances or context in which the work is to be performed
• 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
• 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
• Basic Competencies – are the skills and knowledge that everyone needs for work
• 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
• 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
• 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
• 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

SECTOR SPECIFIC

• 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.
• Assembler: A program that translates assembly language instructions into machine language instructions.
• 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.
• 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.
• CAD: Computer-Aided Design is the use of high-resolution graphics in a wide range of design activities, allowing quick evaluation and modification of intent. It is commonly used to design architectural, mechanical and electrical engineering drawings.
• 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.
• CAM: Computer-Aided Manufacturing is the use of computer technology to generate data to control part or all of a manufacturing process.
• 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.
• 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.” (Human systems Inc).
• HMI: Human Machine Interface (HMI) is a software application (typically a Graphical User Interface or GUI) that present information to the operator about the state of a process, and to accept and implement the operators control instructions. It may also interpret the plant information and guide the interaction of the operator with the system. Also known as Man Machine Interface (MMI).
• PID control: Proportional plus Integral plus Derivative control is used in processes where the controlled variable is affected by long downtimes.
• 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.