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Instrumentation and Control Servicing NC II

The document outlines the training regulations for the Instrumentation and Control Servicing NC II Qualification, including the basic, common, and core competencies needed to achieve the qualification. It describes the competency units covering topics such as using hand tools, performing calculations, installing instrumentation devices, calibrating devices, and configuring control systems. Upon achieving this qualification, a person is considered competent to work as an Instrumentation and Control Technician 2.

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0% found this document useful (0 votes)

695 views62 pages

Instrumentation and Control Servicing NC II

Uploaded by

Ronald Poldo

We take content rights seriously. If you suspect this is your content, claim it here.

Available Formats

Download as DOC, PDF, TXT or read online on Scribd

Instrumentation and Control Servicing Qualifications
Competency Standards
Training Standards
Assessment and Certification Arrangements
Definition of Terms
Competency Map
Acknowledgement

TRAINING

REGULATIONS

INSTRUMENTATION AND
CONTROL SERVICING NC II

ELECTRONICS SECTOR

TECHNICAL EDUCATION AND SKILLS DEVELOPMENT

AUTHORITY
0
East Service Road, South Superhighway, Taguig City, Metro Manila
TABLE OF CONTENTS

ELECTRONICS SECTOR
INSTRUMENTATION AND CONTROL SERVICING

NATIONAL CERTIFICATE LEVEL II

Page No.

SECTION 1 INSTRUMENTATION AND CONTROL

1
SERVICING NC II QUALIFICATION

SECTION 2 COMPETENCY STANDARDS 2 - 45

Basic Competencies 2 - 14

Common Competencies 15 - 32

Core Competencies 33 - 45

SECTION 3 TRAINING STANDARDS 46 - 53

ASSESSMENT AND CERTIFICATION

SECTION 4 54
ARRANGEMENTS

COMPETENCY MAP

DEFINITION OF TERMS 55 -58

COMPETENCY MAP 59

ACKNOWLEDGEMENT 60

0
TRAINING REGULATIONS FOR
INSTRUMENTATION AND CONTROL SERVICING NC II

SECTION 1: INSTRUMENTATION AND CONTROL SERVICING QUALIFICATIONS

The INSTRUMENTATION AND CONTROL SERVICING NC II Qualification consists of

competencies that a person must achieve to enable him/her to install, calibrate, and
configure 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 05 Participate in workplace communication
5 00 311 1 06 Work in team environment
5 00 311 1 07 Practice career professionalism
5 00 311 1 08 Practice occupational health and safety procedures

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

ELC724301 Install Instrumentation and Control Devices
ELC724302 Calibrate Instrumentation and Control Devices
ELC724303 Configure Instrumentation and Control Devices

A person who has achieved this Qualification is competent to be an:

Instrumentation and Control Technician 2

This section gives the details of the contents of the basic, common, and core units
of competency required for INSTRUMENTATION AND CONTROL SERVICING, NC II.

BASIC COMPETENCIES

UNIT OF COMPETENCY : PARTICIPATE IN WORKPLACE COMMUNICATION

UNIT CODE : 500311105
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes required to gather, interpret
and convey information in response to workplace requirements.

ELEMENT PERFORMANCE CRITERIA

Italicized terms are elaborated in the Range of Variables
1. Obtain and convey 1.1 Specific and relevant information is accessed from
workplace information appropriate sources
1.2 Effective questioning , active listening and speaking
skills are used to gather and convey information
1.3 Appropriate medium is used to transfer information and
ideas
1.4 Appropriate non- verbal communication is used
1.5 Appropriate lines of communication with supervisors and
colleagues are identified and followed
1.6 Defined workplace procedures for the location and
storage of information are used
1.7 Personal interaction is carried out clearly and concisely
2. Participate in 2.1 Team meetings are attended on time
workplace meetings 2.2 Own opinions are clearly expressed and those of others
and discussions are listened to without interruption
2.3 Meeting inputs are consistent with the meeting purpose
and established protocols
2.4 Workplace interactions are conducted in a courteous
manner
2.5 Questions about simple routine workplace procedures
and maters concerning working conditions of
employment are asked and responded to
2.6 Meeting outcomes are interpreted and implemented
3. Complete relevant 3.1 Range of forms relating to conditions of employment
work related are completed accurately and legibly
documents 3.2 Workplace data is recorded on standard workplace
forms and documents
3.3 Basic mathematical processes are used for routine
calculations
3.4 Errors in recording information on forms/ documents are
identified and properly acted upon
3.5 Reporting requirements to supervisor are completed
according to organizational guidelines

RANGE OF VARIABLES
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
TRAINING REGULATIONS INSTRUMENTATION AND CONTROL SERVICING NC II Page 2
VARIABLE RANGE
1. Appropriate sources 1.1. Team members
1.2. Suppliers
1.3. Trade personnel
1.4. Local government
1.5. Industry bodies

2. Medium 2.1. Memorandum

2.2. Circular
2.3. Notice
2.4. Information discussion
2.5. Follow-up or verbal instructions
2.6. Face to face communication

3. Storage 3.1. Manual filing system

3.2. Computer-based filing system
4. Forms 4.1. Personnel forms, telephone message forms, safety
reports

5. Workplace interactions 5.1. Face to face

5.2. Telephone
5.3. Electronic and two way radio
5.4. Written including electronic, memos, instruction
and forms, non-verbal including gestures, signals,
signs and diagrams

6. Protocols 6.1. Observing meeting

6.2. Compliance with meeting decisions
6.3. Obeying meeting instructions

1. Critical aspects Assessment requires evidence that the candidate:

of Competency 1.1. Prepared written communication following standard format
of the organization
1.2. Accessed information using communication equipment
1.3. Made use of relevant terms as an aid to transfer
information effectively
1.4. Conveyed information effectively adopting the formal or
informal communication

2. Underpinning 2.1. Effective communication

Knowledge 2.2. Different modes of communication
2.3. Written communication
2.4. Organizational policies
2.5. Communication procedures and systems
2.6. Technology relevant to the enterprise and the individuals
work responsibilities

3. Underpinning 3.1. Follow simple spoken language

Skills 3.2. Perform routine workplace duties following simple written
notices
3.3. Participate in workplace meetings and discussions
3.4. Complete work related documents
3.5. Estimate, calculate and record routine workplace
measures
3.6. Basic mathematical processes of addition, subtraction,
division and multiplication
3.7. Ability to relate to people of social range in the workplace
3.8. Gather and provide information in response to workplace
Requirements

4. Resource 4.1. Fax machine

Implications 4.2. Telephone
4.3. Writing materials
4.4. Internet

5. Methods of 5.1. Direct Observation

Assessment 5.2. Oral interview and written test

6. Context for 6.1. Assessment may be conducted in the workplace or in a

Assessment simulated work environment.

ELEMENT PERFORMANCE CRITERIA

Italicized terms are elaborated in the Range of Variables
1. Describe team role 1.1. The role and objective of the team is identified from
and scope available sources of information
1.2. Team parameters, reporting relationships and
responsibilities are identified from team discussions
and appropriate external sources

2. Identify own role and 2.1. Individual role and responsibilities within the team
responsibility within environment are identified
team 2.2. Roles and responsibility of other team members are
identified and recognized
2.3. Reporting relationships within team and external to
team are identified

3. Work as a team 3.1. Effective and appropriate forms of communications

member are used and interactions undertaken with team
members who contribute to known team activities and
objectives
3.2. Effective and appropriate contributions are made to
complement team activities and objectives, based on
individual skills and competencies and workplace
context
3.3. Protocols are observed in reporting using standard
operating procedures
3.4. Contribute to the development of team work plans
based on an understanding of teams role and
objectives and individual competencies of the
members.

2. Sources of 2.1. Standard operating and/or other workplace procedures

information 2.2. Job procedures
2.3. Machine/equipment manufacturers specifications and
instructions
2.4. Organizational or external personnel
2.5. Client/supplier instructions
2.6. Quality standards
2.7. OHS and environmental standards

3. Workplace context 3.1. Work procedures and practices

3.2. Conditions of work environments
3.3. Legislation and industrial agreements
3.4. Standard work practice including the storage, safe
handling and disposal of chemicals
3.5. Safety, environmental, housekeeping and quality
guidelines

1. Critical aspects Assessment requires evidence that the candidate:

of Competency 1.1. Operated in a team to complete workplace activity
1.2. Worked effectively with others
1.3. Conveyed information in written or oral form
1.4. Selected and used appropriate workplace language
1.5. Followed designated work plan for the job
1.6. Reported outcomes

2. Underpinning 2.1. Communication process

Knowledge and 2.2. Team structure
Attitude 2.3. Team roles
2.4. Group planning and decision making

3. Underpinning 3.1. Communicate appropriately, consistent with the culture of

Skills the workplace

4. Resource The following resources MUST be provided:

Implications 4.1. Access to relevant workplace or appropriately simulated
environment where assessment can take place
4.2. Materials relevant to the proposed activity or tasks

5. Methods of Competency may be assessed through:

Assessment 5.1. Observation 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 6.1. Competency may be assessed in workplace or in a

Assessment simulated workplace setting
6.2. Assessment shall be observed while task are being
undertaken whether individually or in group

UNIT CODE : 500311107

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

PERFORMANCE CRITERIA
ELEMENT Italicized terms are elaborated in the Range of Variables

1. Integrate personal 1.1. Personal growth and work plans are pursued
objectives with towards improving the qualifications set for the
organizational goals profession
1.2. Intra- and interpersonal relationships is are
maintained in the course of managing oneself based
on performance evaluation
1.3. Commitment to the organization and its goal is
demonstrated in the performance of duties

2. Set and meet work 2.1. Competing demands are prioritized to achieve
priorities personal, team and organizational goals and
objectives.
2.2. Resources are utilized efficiently and effectively to
manage work priorities and commitments
2.3. Practices along economic use and maintenance of
equipment and facilities are followed as per
established procedures

3. Maintain professional 3.1. Trainings and career opportunities are identified

growth and and availed of based on job requirements
development 3.2 Recognitions are sought/received and
demonstrated as proof of career advancement
3.3 Licenses and/or certifications relevant to job and
career are obtained and renewed

VARIABLE RANGE
1. Evaluation 1.1 Performance Appraisal
1.2 Psychological Profile
1.3 Aptitude Tests

2. Resources 2.1 Human

2.2 Financial
2.3 Technology
2.3.1 Hardware
2.3.2 Software

3. Trainings and career 3.1 Participation in training programs

opportunities 3.1.1 Technical
3.1.2 Supervisory
3.1.3 Managerial
3.1.4 Continuing Education
3.2 Serving as Resource Persons in conferences
and workshops

4. Recognitions 4.1 Recommendations

4.2 Citations
4.3 Certificate of Appreciations
4.4 Commendations
4.5 Awards
4.6 Tangible and Intangible Rewards

5. Licenses and/or 5.1 National Certificates

certifications 5.2 Certificate of Competency
5.3 Support Level Licenses
5.4 Professional Licenses

1. Critical aspects Assessment requires evidence that the candidate:

of Competency 1.1 Attained job targets within key result areas (KRAs)
1.2 Maintained intra - and interpersonal relationship in the
course of managing oneself based on performance
evaluation
1.3 Completed trainings and career opportunities which are
based on the requirements of the industries
1.4 Acquired and maintained licenses and/or certifications
according to the requirement of the qualification

2. Underpinning 2.1 Work values and ethics (Code of Conduct, Code of Ethics,
Knowledge etc.)
2.2 Company policies
2.3 Company operations, procedures and standards
2.4 Fundamental rights at work including gender sensitivity
2.5 Personal hygiene practices

3. Underpinning 3.1 Appropriate practice of personal hygiene

Skills 3.2 Intra and Interpersonal skills
3.3 Communication skills

4. Resource The following resources MUST be provided:

Implications 4.1 Workplace or assessment location
4.2 Case studies/scenarios

5. Methods of Competency may be assessed through:

Assessment 5.1 Portfolio Assessment
5.2 Interview
5.3 Simulation/Role-plays
5.4 Observation
5.5 Third Party Reports
5.6 Exams and Tests

6. Context for 6.1 Competency may be assessed in the work place or in a

Assessment simulated work place setting

PERFORMANCE CRITERIA
ELEMENT Italicized terms are elaborated in the Range of Variables
1. Identify hazards and 1.1 Safety regulations and workplace safety and
risks hazard control practices and procedures are clarified
and explained based on organization procedures
1.2 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
1.3 Contingency measures during workplace
accidents, fire and other emergencies are recognized
and established in accordance with organization
procedures
2. Evaluate hazards and 2.1 Terms of maximum tolerable limits which when
exceeded will result in harm or damage are identified
risks based on threshold limit values (TLV)
2.2 Effects of the hazards are determined
2.3 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 3.1 Occupational Health and Safety (OHS) procedures for
risks controlling hazards/risks in workplace are
consistently followed
3.2 Procedures for dealing with workplace accidents, fire
and emergencies are followed in accordance with
organization OHS policies
3.3 Personal protective equipment (PPE) is correctly
used in accordance with organization OHS
procedures and practices
3.4 Appropriate assistance is provided in the event of a
workplace emergency in accordance with
established organization protocol
4. Maintain OHS 4.1 Emergency-related drills and trainings are
awareness participated in as per established organization
guidelines and procedures
4.2 OHS personal records are completed and updated in
accordance with workplace requirements

VARIABLE RANGE
1. Safety regulations May include but are not limited to:
1.1 Clean Air Act
1.2 Building code
1.3 National Electrical and Fire Safety Codes
1.4 Waste management statutes and rules
1.5 Philippine Occupational Safety and Health
Standards
1.6 DOLE regulations on safety legal requirements
1.7 ECC regulations

2. Hazards/Risks May include but are not limited to:

2.1 Physical hazards impact, illumination,
pressure, noise, vibration, temperature,
radiation
2.2 Biological hazards- bacteria, viruses, plants,
parasites, mites, molds, fungi, insects
2.3 Chemical hazards dusts, fibers, mists, fumes,
smoke, gasses, vapors
2.4 Ergonomics
2.4.1 Psychological factors over exertion/
excessive force, awkward/static
positions, fatigue, direct pressure,
varying metabolic cycles
2.4.2 Physiological factors monotony,
personal relationship, work out cycle

3. Contingency measures May include but are not limited to:

3.1 Evacuation
3.2 Isolation
3.3 Decontamination
3.4 (Calling designed) emergency personnel

4. PPE May include but are not limited to:

4.1 Mask
4.2 Gloves
4.3 Goggles
4.4 Hair Net/cap/bonnet
4.5 Face mask/shield
4.6 Ear muffs
4.7 Apron/Gown/coverall/jump suit
4.8 Anti-static suits

5. Emergency-related drills 5.1 Fire drill

and training 5.2 Earthquake drill
5.3 Basic life support/CPR
5.4 First aid
5.5 Spillage control
5.6 Decontamination of chemical and toxic
5.7 Disaster preparedness/management

6. OHS personal records 6.1 Medical/Health records

6.2 Incident reports
6.3 Accident reports
6.4 OHS-related training completed

1. Critical aspects Assessment requires evidence that the candidate:

of Competency 1.1 Explained clearly established workplace safety and
hazard control practices and procedures
1.2 Identified hazards/risks in the workplace and its
corresponding indicators in accordance with company
procedures
1.3 Recognized contingency measures during workplace
accidents, fire and other emergencies
1.4 Identified terms of maximum tolerable limits based on
threshold limit value- TLV.
1.5 Followed Occupational Health and Safety (OHS)
procedures for controlling hazards/risks in workplace
1.6 Used Personal Protective Equipment (PPE) in
accordance with company OHS procedures and
practices
1.7 Completed and updated OHS personal records in
accordance with workplace requirements

2. Underpinning 2.1 OHS procedures and practices and regulations

Knowledge 2.2 PPE types and uses
2.3 Personal hygiene practices
2.4 Hazards/risks identification and control
2.5 Threshold Limit Value -TLV
2.6 OHS indicators
2.7 Organization safety and health protocol
2.8 Safety consciousness
2.9 Health consciousness

3. Underpinning 3.1 Practice of personal hygiene

Skills 3.2 Hazards/risks identification and control skills
3.3 Interpersonal skills
3.4 Communication skills
2. Resource The following resources must be provided:
Implications 4.1 Workplace or assessment location
4.2 OHS personal records
4.3 PPE
4.4 Health records

3. Methods of Competency may be assessed through:

Assessment 5.1 Portfolio Assessment
5.2 Interview
5.3 Case Study/Situation
4. Context for 6.1 Competency may be assessed in the work place or in a
Assessment simulated work place setting

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 1.1. Tasks to be undertaken are properly identified
to be undertaken 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 3.1. Tools are used according to tasks undertaken
and test equipment 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 manufacturers
specifications or standard operating
procedures

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

2.1. Gloves
2. Personal Protective
2.2. Protective eyewear
Equipment (PPE)
2.3. Apron/overall

3.1. Cleaning
3. Maintenance
3.2. Lubricating
3.3. Tightening
3.4. Simple tool repairs
3.5. Hand sharpening
3.6. Adjustment using correct procedures

1. Critical aspect of Assessment requires evidence that the candidate:

competency
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 environment

ELEMENT PERFORMANCE CRITERIA

Italicized Bold terms are elaborated in the Range of Variables
1. Select measuring 1.1. Object or component to be measured is identified
instruments 1.2. Correct specifications are obtained from relevant
source
1.3. Measuring tools are selected in line with job
requirements

2. Carry out 2.1. Appropriate measuring instrument is selected to

measurements and achieve required outcome
calculation 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 3.1. Measuring instruments are not dropped to avoid

instruments damage
3.2. Measuring instruments are cleaned before and after
using.
3.3. Proper storage of instruments undertaken according to
manufacturers specifications and standard operating
procedures.

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

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

ELEMENT PERFORMANCE CRITERIA

Italicized Bold terms are elaborated in the Range of Variables
1.1. Correct technical drawing is selected
1. Identify different kinds of
according to job requirements.
technical drawings
1.2. Technical drawings are segregated in
accordance with the types and kinds of
drawings

2.1. Components, assemblies or objects are

2. Interpret technical drawing
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.

3.1. Electrical/electronic schematic is drawn and

3. Prepare/make changes to
correctly identified.
electrical/electronic
3.2. Correct drawing is identified, equipment are
schematics and drawings
selected and used in accordance with job
requirements.

4.1. Care and maintenance of drawings are

4. Store technical drawings
undertaken according to company
and equipment
procedures.
/instruments
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.

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

1. Critical aspect of Assessment requires evidence that the candidate:

competencies
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

ELEMENT PERFORMANCE CRITERIA

Italicized Bold terms are elaborated in the Range of Variables
1.1. Work instructions are obtained and work is carried
1. Assess quality of received
out in accordance with standard operating
materials or components
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

2.1. Documentation relative to quality within the

2. Assess own work
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

3.1. Process improvement procedures are participated

3. Engage in quality
in relation to workplace assignment
improvement
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

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. Manufacturers instruction manual
3.3. Customer requirements
3.4. Forms

4. Quality standards 4.1. Quality standards may relate but not limited to the
following:
[Link]
[Link] parts
[Link] 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

1. Critical aspect of Assessment requires evidence that the candidate:

competency
1.1. Carried out work in accordance with the
companys 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.

ELEMENT PERFORMANCE CRITERIA

Italicized Bold terms are elaborated in the Range of Variables
1. Plan and prepare 1.1. Requirements of task are determined
for task to be 1.2. Appropriate hardware and software are selected
undertaken 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 2.1. Data are entered into the computer using appropriate
computer 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 3.1. Correct program/application is selected based on job
using computer 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 4.1. Entered data are processed using appropriate software
data using commands
computer system 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 5.1. Systems for cleaning, minor maintenance and
equipment and replacement of consumables are implemented
systems 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

VARIABLE RANGE
1. Hardware and 1.1. Personal computers
peripheral devices 1.2. Networked systems
1.3. Communication equipment
1.4. Printers
1.5. Scanners
1.6. Keyboard
1.7. Mouse

2. Software Software include 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

1. Critical aspect of Assessment requires evidence that the candidate:

competency
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

ELEMENT PERFORMANCE CRITERIA

Italicized terms are elaborated in the Range of Variables
1.1. Materials are checked according to specifications
1. Plan and prepare for
and tasks
termination/connection of
1.2. Appropriate tools and equipment are selected
electrical
according to tasks requirements
wiring/electronics circuits
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

2.1. Safety procedures in using tools are observed at all

2. Terminate/connect
times and appropriate personal protective
electrical wiring/electronic
equipment are used
circuits
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, manufacturers 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

3.1. Testing of all completed termination/ connections of

3. Test
electric wiring/electronic circuits is conducted for
termination/connections
compliance with specifications and regulations
of electrical
using appropriate procedures and equipment
wiring/electronics circuits
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

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 3.1 goggles

equipment 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

1. Critical aspect of Assessment requires evidence that the candidate:

competency
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

UNIT TITLE : INSTALL INSTRUMENTATION AND CONTROL DEVICES

UNIT CODE : ELC724301
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes necessary
to install instrumentation and control devices.

PERFORMANCE CRITERIA
ELEMENTS
Italicized Bold terms are elaborated in the Range of Variables
1. Interpret work instructions 1.1. Work instructions are read and interpreted to
determine job requirements.
1.2. Tools, equipment and testing devices
needed to carry out the installation work are
selected in accordance with established
procedures and checked for correct operation
and safety.
1.3. Materials necessary to complete the work are
obtained in accordance with job requirements.

2. Install instrumentation 2.1. Appropriate personal protective equipment is

and control devices worn in line with standard operating
procedures.
2.2. OH & S policies and procedures for
installation are followed in line with the
requirements.
2.3. Instrumentation and Control standards are
followed in line with the job requirements.
2.4. Devices are installed in accordance with
manufacturers instructions, requirements, and
without damage to the surrounding place or
environment
2.5. Unplanned events or conditions are responded
to in accordance with established procedures

3. Test installed 3.1. Devices are tested in accordance with standard

instrumentation and procedures.
control devices 3.2. Final inspections are undertaken to ensure that
the installed devices conforms to technical
requirements.
3.3. Work site is cleaned and cleared of all debris
and left safe in accordance with the company
requirements
3.4. Report on installation and testing of equipment
is prepared according to companys
procedures/policies.

Variable Range

1. Tools Tools for: cutting, shaping, drilling, threading, tapping,

finishing, dismantling/assembling. Tool set includes but not
limited to:
1.1. Pliers (assorted)
1.2. Screw drivers (assorted)
1.3. Soldering iron/gun
1.4. Wrenches

2. Equipment/testing 2.1. Equipment includes but not limited to:

devices 2.1.1. Communication equipment
e.g., 2-way radio, cell phone
2.1.2. Lifting equipment
2.1.3. Fastening equipment
2.2. Testing devices includes but not limited to:
2.2.1. Multimeter
2.2.2. Calibrators

3. Materials Include but not limited to:

3.1. Wires and cables
3.2. Pipes/tubes & fittings
3.3. Sealing materials
3.4. Fasteners

4. Personal protective Include but not limited to:

equipment 4.1. Ear muffs/plugs
4.2. Goggles/glasses/face shield
4.3. Safety hat
4.4. Safety apparel/suit
4.5. Safety belt/harness
4.6. Safety shoes
4.7. Mask
4.8. Gloves

5. OH & S policies and 5.1. OH & S guidelines

procedures 5.2. Philippine environmental standards

7. Devices Include but not limited to:

7.1. Sensors/Transmitters/Transducers
7.2. Indicators
7.3. Controllers
7.4. Control valves
7.5. Actuators
7.6. Recorders
7.7. Annunciators
7.8. Process switches

1. Critical aspect of Assessment require evidence that the candidate:

competency 1.1. interpreted work instructions according to job
requirements.
1.2. installed Instrumentation & Control devices in
accordance with technical requirements.
1.3. conducted tests accurately on the devices using
standard procedures
1.4. documented the tasks undertaken

2. Underpinning Include but not limited to:

knowledge 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

3. Underpinning 3.1. Reading skills required to interpret work instructions

skills 3.2. Communication skills needed to interpret and define
work procedures
3.3. Selection & use of proper tools & equipment
3.4. Installation skills
3.5. Problem solving in unplanned events

5. Resource Include but not limited to:

Implication 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 6.1. Assessment may be conducted in the workplace or in a

Assessment simulated work environment

ELEMENTS PERFORMANCE CRITERIA

Italicized Bold items are elaborated in the range of Variables
1. Plan and prepare 1.1. Calibration is planned and prepared in line with job
for calibration 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. Instrumentation and control devices for calibration
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
calibration are obtained and checked for correct
operation and safety
1.7. Instrumentation and control devices calibrated are
identified based on Job/Service Order or instructions

2. Calibrate 2.1. Appropriate personal protective equipment is used

instrumentation and based on OHS policies and procedures.
control devices 2.2. Normal functions of devices are checked in accordance
with manufacturers instructions & standard procedures.
2.3. Fault/s or problem/s in the device is/are diagnosed in
line with the standard operating procedures.
2.4. Instrumentation and control devices are calibrated in
line with the standard operating procedures.
2.5. Unplanned events or conditions are responded to in
accordance with established procedures

3. Inspect and test 3.1. Final inspections are undertaken to ensure that the
calibrated calibration done on the device conforms with the
instrumentation and manufacturers instruction/manual
control devices 3.2. Instrumentation and control devices are checked and
tested based on safety procedures.
3.3. Report is prepared/completed according to company
requirements

VARIABLE RANGE

1. OH & S policies and 1.1. OH & S guidelines

procedures 1.2. Philippine environmental standards
2. Instrumentation and Include but not limited to:
Control Standards 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 Electric Code)
2.5 IEC (International Electrotechnical Commission)
3. Instrumentation and Include but not limited to:
Control Devices 3.1. Sensors/Transmitters/Transd 3.5. Actuators
ucers 3.6. Recorders
3.2. Indicators 3.7. Annunciators
3.3. Controllers 3.8. Process switches
3.4. Control valves
4. Tools Tool set for dismantling/assembling 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 5.1. Equipment include but not limited to:
devices 5.1.1. Calibration bench
5.1.2. Instrument air supply equipment
5.1.3. Power supply equipment
5.2. Testing devices include but not limited to:
5.2.1. Multimeter
5.2.2. Calibrators, configurator or programmer
5.2.3. Signal generator
5.2.4. Oscilloscope
6. Materials Include but not limited to:
6.1. Wires and cables
6.2. Sealing materials
6.3. Pipes/tubes & fittings
7. Personal protective Include but not limited to: 7.4. Safety apparel/suit
equipment 7.1. Ear muffs/plugs 7.5. Safety belt/harness
7.2. Goggles/glasses/face 7.6. Safety shoes
shield 7.7. Mask
7.3. Safety hat 7.8. Gloves
8. Fault/s or problem/s 8.1. mechanical 8.3. electronics
8.2. electrical 8.4. computer-based

1. Critical aspect of Assessment requires evidence that the candidate :

competency 1.1. Interpreted work instructions according to job
requirements.
1.2. Diagnosed faults or problems on the devices
1.3. Calibrated identified devices
1.4. Checked calibrated devices to ensure safety
1.5. Documented the tasks undertaken
2. Underpinning Include but not limited to:
knowledge 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
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. Calibration skills
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

6. Context of 6.1. Assessment may be conducted in the workplace or

Assessment in a simulated work environment

ELEMENTS PERFORMANCE CRITERIA

Italicized Bold items are elaborated in the range of Variables
1. Plan and prepare 1.1. Configuration is planned and prepared in line with job
for configuration 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. Instrumentation and control devices for
configuration 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
configuration of the instrumentation and control
devices are obtained and checked for correct
operation and safety
1.7. Instrumentation and control devices configured are
identified based on the Job/Service Order or
instructions
2. Configure 2.1. Appropriate personal protective equipment is used
instrumentation and and OHS policies and procedures are followed
control devices 2.2. Normal function of systems and components is
checked in accordance with manufacturers
instructions
2.3. Fault/s or problem/s in the device are diagnosed in
line with the standard operating procedures.
2.4. Instrumentation and control devices are configured in
line with the standard operating procedures.
2.5. Unplanned events or conditions are responded to in
accordance with established procedures
3. Inspect and test 3.1. Final inspections are undertaken to ensure that the
configured configuration done on the devices conforms with the
instrumentation and manufacturers instruction/manual
control devices 3.2. Instrumentation and control devices are checked to
ensure safe operation.
3.3. Report is prepared/completed according to company
requirements.
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TRAINING REGULATIONS INSTRUMENTATION AND CONTROL SERVICING NC II Page 42
RANGE OF VARIABLES

VARIABLE RANGE

1. OH & S policies and 1.1. OH & S guidelines

procedures 1.2. Philippine environmental standards
2. Instrumentation and Include but not limited to:
Control Standards 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 Include but not limited to:
Control Devices 3.1. Sensors/Transmitters/ 3.5. Actuators
Transducers 3.6. Recorders
3.2. Indicators 3.7. Annunciators
3.3. Controllers 3.8. Process switches
3.4. Control valves
4. Materials Include but not limited to:
4.1. Connectors
4.2. Adaptors
4.3. Wires and cables
4.4. Appropriate softwares
4.5. Computer storage media
5. Tools Tool set dismantling/assembling include but not limited to:
5.1. Pliers (assorted)
5.2. Screw drivers (assorted)
5.3. Soldering iron/gun
5.4. Wrenches
6. Equipment/testing 6.1. Equipment include but not limited to:
devices 6.1.1. Configurator or programmer
6.1.2. Computer
6.2. Testing devices includes but not limited to:
6.2.1. Multimeter
6.2.2. Calibrators
6.2.3. Signal generator
6.2.4. Oscilloscope
7. Personal protective Include but not limited to:
equipment 7.1. Ear muffs/plugs 7.5. Safety belt/ harness
7.2. Goggles/glasses/face 7.6. Safety shoes
shield 7.7. Mask
7.3. Safety hat 7.8. Gloves
7.4. Safety apparel/suit
8. Fault/s or problem/s 8.1. mechanical 8.3. electronics
8.2. electrical 8.4. computer-based

1. Critical aspect of Assessment requires evidence that the candidate:

competency 1.1. Interpreted work instructions according to job
requirements.
1.2. Diagnosed faults or problems on the devices
1.3. Configured the identified devices
1.4. Checked configured devices to ensure safety
1.5. Documented the tasks undertaken
2. Underpinning Include but not limited to:
knowledge 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
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. Configuration skills
3.5. Problem solving in unplanned events
4. Method of 4.1. The assessor may select at least three of the
assessment 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

3.1 CURRICULUM DESIGN

Course Title: Instrumentation & Control Servicing NC Level: NC II

Nominal Training Duration: 18 hrs Basic Competencies

60 hrs Common Competencies
160 hrs Core Competencies
-----------
238 hrs
Course Description:

This course is designed to develop & enhance the knowledge, skills, & attitudes of
an instrumentation and control technician in accordance with industry standards. It covers
the basic & common competencies in addition to the core competencies such as installing,
calibrating & configuring instrumentation & control devices.

BASIC COMPETENCIES
18 hrs

1. Participate in 1.1 Obtain and convey Group Demonstration

workplace workplace information. discussion
communication 1.2 Complete relevant work Observation
related documents. Interaction
1.3 Participate in workplace Interviews/
meeting and discussion questioning

2. Work in a team 2.1 Describe and identify team Discussion Demonstration

environment role and responsibility in a
team. Interaction Observation
2.2 Describe work as a team Interviews/
member. questioning

3. Practice career 3.1Integrate personal objectives Discussion Demonstration

professionalism with organizational goals.
3.2 Set and meet work priorities. Interaction Observation
3.3 Maintain professional growth Interviews/
and development. questioning

4. Practice 4.1 Evaluate hazard and risks Discussion Observation

occupational 4.2 Control hazards and risks
health and Plant tour Interview
4.3 Maintain occupational health
safety
and safety awareness Symposium

Unit of Assessment
Learning Outcomes Methodology
Competency Approach

1. Appl 1.1 Asses quality of received Field trip Demonstration

y Quality materials Symposium & questioning
Standards 1.2 Assess own work Film showing Observation &
1.3 Engage in quality Simulation questioning
improvement On the job Third party
training report

2. Perf 2.1 Set-up workstation Modular Demonstration

orm Computer 2.2 Prepare storage media Film showing & questioning
Operation 2.3 Work with files and objects Computer Observation &
2.4 Manipulate word processing based training questioning
software (e-learning) Third party
2.5 Manipulate spreadsheet Project report
software method Assessment of
2.6 Manipulate customize and On the job output product
database applications training Portfolio
2.7 Utilize the internet Computer-
2.8 Maintain computer based
hardware and software assessment

3. Use Hand 3.1 Identify, explain and apply Lecture / Written/Oral

Tools the use of different types Demonstration examination
of hand tools Distance Practical
3.2 Perform basic maintenance education demonstration
and proper storage of Film Showing
hand tools according to
the standard operating
procedures
3.3 Document and record the
sequence of events in safe
keeping hand tools.

4. Perform 4.1 Select measuring Self- paced/ Written/Oral

Mensurations instruments; modular examination
and Demonstratio Practical
Calculation 4.2 Carry-out measurements n demonstration
and calculations; Small group
discussion
Distance
education
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TRAINING REGULATIONS INSTRUMENTATION AND CONTROL SERVICING NC II Page 47
5. Interpret 5.1 Select and interpret Lecture/ Written /oral
Technical technical drawing demonstration examinations
Drawings 5.2 Perform freehand sketching Dualized Direct
And Plans Distance observation
learning Project method
interview

6. Terminate 6.1 Terminate or join non- Film Viewing Demonstration

and Connect soldered connections Individualized and Questioning
Electrical 6.2 Terminate or join soldered Learning Assessment of
wiring and connections Direct Student Output Product
Electronic Laboratory
Circuit Experience
On the Job
Training
Project
Method

Unit of Learning Outcomes Methodology Assessment

Competency Approach
1.1 Read & interpret work
1. Install instructions according to job Lecture Written exam
Instrumentation requirements. Discussion Practical exam
& Control 1.2 Identify the tools, equipment, Demonstratio
Devices testing devices, & materials n
needed for installation. Viewing
1.3 Identify the PPE & OHS multimedia
policies & procedures
required for the installation
job.
1.4 Install Instrumentation &
control devices according to
technical requirements &
standards
1.5 Conduct functional test
procedure of the installed
Instrumentation & Control
devices
1.6 Prepare an installation &
testing report
2.1 Read & interpret work
2. Calibrate instructions according to the Lecture Written exam
Instrumentation calibration job. Discussion Practical exam
& Control 2.2 Identify the tools, equipment, Demonstratio Observation in
Devices testing devices, & materials n workplace
needed for calibration. Viewing
2.3 Identify the PPE & OHS multimedia
policies & procedures
required for the calibration
job.
2.4 Calibrate Instrumentation &
control devices according to
technical requirements &
standards
2.5 Conduct tests to determine
normal functionality & to
insure safe operation.
2.5 Prepare a calibration &
testing report

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:

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
TRAINING REGULATIONS INSTRUMENTATION AND CONTROL SERVICING NC II Page 50
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.

3.3 TRAINEE ENTRY REQUIREMENTS

The trainees who wish to enter the course should possess the following
requirements:
Can communicate orally & in writing
Can perform basic mathematical computations
Can recognize abstract and 3-dimensional figures
Must be mentally fit to undergo training
With good moral character

Recommended list of tools, equipment and materials for the training of

25 trainees for Instrumentation and Control Servicing NC II

TOOLS EQUIPMENT MATERIAL

Qty. Description Qty. Description Qty. Description
Long-nosed 25
25 pcs Multimeters 1 spool Solder lead
pliers pcs
Shielded
25 pcs Diagonal cutters 5 pcs Signal simulators 1 spool instrumentation
cable
Standard Multifunction
25 pcs 5 pcs 1 lot Terminal lugs
screwdrivers Calibrators
Phillips Pressure Terminal
25 pcs 5 pcs 1 lot
screwdrivers transmitters 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
Adjustable Thermocouple
25 pcs 5 pcs 1 lot Plastic tubing
wrench sensors
Compression
5 pcs Wire stripper 5 pcs RTD sensors 1 lot
fittings
Temperature
5 pcs Crimping tool 5 pcs transmitters, 25 rolls Electrical tape
Universal input
Loop power
5 sets Allen wrench 5 pcs 25 rolls Teflon sealant tape
supplies
Jewellers Instrument
5 sets 5 pcs 1 lot Cable ties
screwdrivers stanchions
Combination
5 sets 5 pcs Process indicators 1 lot Calibration stickers
wrench, metric
Combination
5 sets 5 pcs Process controllers
wrench, English
Control valve w/
1 pc.
positioner
1 pc. I/P Converter
5 pcs Desktop PC
1 pc. Oscilloscope
5 Communication
sets equipment
1 pc. Safety helmet
1 pc. Safety shoes
1 pc. Safety harness
Safety glasses/
1 pc.
goggles
1 pc. Ear plugs/ear muffs
1 pc. Gas mask
1 pc. Face shield
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
TRAINING REGULATIONS INSTRUMENTATION AND CONTROL SERVICING NC II Page 52
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 SIZE IN AREA IN SQ. QTY TOTAL AREA IN

AREAS METERS METERS SQ. METERS

Lecture Area 5x8 40 1 40

Laboratory Area 5x8 40 1 40

Learning Resource Area 4x5 20 1 20

Tool Room/Storage Area 4x5 20 1 20

Wash ,Toilet & Locker Room 1x2 2 1 2

Total 122

Facilities / Equipment / 36
Circulation**

Total Area 158

** Area requirement is equivalent to 30% of the total teaching/learning areas

3.6 TRAINERS QUALIFICATIONS

Instrumentation & Control Technician NC II

Trainers Qualification TQ II

Must be a holder of Instrumentation & Control Certificate NCII or NCIII or equivalent

qualification
Must have completed a Trainors 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.

4.1 To attain the National Qualification of Instrumentation and Control Servicing

NC II, the candidate must demonstrate in all the units listed in Section 1.
Successful candidates shall be awarded a National Certificate II signed by
the TESDA Director General.
4.2 The qualification of Instrumentation and Control Servicing NC II may be
attained through:
4.2.1 Accumulation of Certificates of Competency (COCs) in all the
following units of competencies:
[Link] Install Instrumentation and Control Devices
[Link] Calibrate Instrumentation and Control Devices
[Link] Configure Instrumentation and Control Devices

Successful candidates shall be awarded a Certificate of

Competency (COC) in each of the core units.
4.2.2 Demonstration of competence through project-type assessment
covering all the units required in the qualification.

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 enterprise-

based 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).

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

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 individuals

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

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)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.
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
TRAINING REGULATIONS INSTRUMENTATION AND CONTROL SERVICING NC II Page 57
It may also interpret the plant information and guide the interaction of the operator
with the system. Also known as Man Machine Interface (MMI).

38)PID control: Proportional plus Integral plus Derivative control is used in processes
where the controlled variable is affected by long downtimes.

39)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.

40)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.

41)Process control: Automatic monitoring and control of a process by an instrument

or computer programmed to respond appropriately to feedback from the process.

42)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.

43)Sensor: A transducer whose input is a physical phenomenon and whose output is

a quantitative measure of the phenomenon.

44)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.

45)Software: The entire set of programs, procedures, and related documentation

associated with a computer.

46)Static Calibration: A calibration recording pressure versus output at fixed points at

room temperature.

47)Systems integration: The ability of computers, instrumentation, and equipment to

share data or applications with other components in the same or other functional
areas.

48)Transducer: A device that converts signals from one physical form to another.

BAISC COMPETENCIES

Receive and
Practice basic Participate in
Respond to Demonstrate work
Work with Others housekeeping Workplace
Workplace values
procedures Communication
Communication
Practice
Work in a Team Practice career occupational health Lead Workplace
Lead Small Team
Environment professionalism and safety Communication
procedures

Solve Problems Use mathematical

Develop and practice Use relevant Utilize Specialist
Related to Work concepts and
negotiation skills technologies Communication Skills
Activities techniques

Apply Problem Promote

Develop Team and Collect, analyze and Plan and Organize
Solving Techniques in environmental
Individuals organize information Work
the Workplace protection

COMMON COMPETENCIES

Perform Prepare and

Apply Quality Perform Computer
Use Hand Tools Mensuration and Interpret Technical
Standards Operations
Calculation Drawing
Terminate and
Connect Electrical
Wiring and
Electronic Circuits

CORE COMPETENCIES

Install Calibrate Configure Loop Check Maintain and Repair

Instrumentation and Instrumentation and Instrumentation and Instrumentation and Instrumentation &
Control Devices Control Devices Control Devices Control Devices Control Devices
Diagnose and Develop
Start-up
Troubleshoot Install Mechatronic Configure and Test Mechatronics Control
Instrumentation and
Instrumentation and Devices Mechatronic Devices Circuits and Software
Control Systems
Control Systems Application Programs
Diagnose and
Commission Service and Repair Service and Repair
Maintain and Repair Troubleshoot
Mechatronic Audio Systems and Video Systems and
Mechatronic Systems Mechatronic
Systems Products Products
Systems
Assemble and Maintain and Repair
Maintain and Repair
Service and Repair Disassemble Electronically Maintain and Repair
Audio-Video Products
Business Machines Consumer Electronic Controlled Domestic Cellular Phones
and Systems
Products Appliances
Manage Servicing
Commission Develop Servicing
Systems for Train service
Consumer Electronic Systems for Train service
Consumer technician
Products and Consumer Electronic technician
Electronics Products supervisors
Systems Products
and Systems

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 ENGR. CHUCK L.G. EBALO

President, PICS Foundation, Inc. VP-Academic Affairs, PhilAsia School
President, PhilAsia School of Instrumentation Of Instrumentation and Automation
and Automation

MS. MA. ZENAIDA S. VILLALVA ENGR. RAINNEL R. MACLANG

Professor, Rizal Technological University Engineering Service Manager
Treasurer, PICS Foundation, Inc. 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

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