Federal Democratic Republic of Ethiopia

OCCUPATIONAL STANDARD
,

Instrumentation & Control

Servicing
NTQF Level III

Ministry of Education
August, 2010
 Introduction

Ethiopia has embarked on a process of reforming its TVET-System. Within the

policies and strategies of the Ethiopian Government, technology transformation – by
using international standards and international best practices as the basis, and,
adopting, adapting and verifying them in the Ethiopian context – is a pivotal element.
TVET is given an important role with regard to technology transfer. The new
paradigm in the outcome-based TVET system is the orientation at the current and
anticipated future demand of the economy and the labor market.

The Ethiopian Occupational Standards (EOS) are - a core element of the Ethiopian
National TVET-Strategy and an important factor within the context of the Ethiopian
TVET-Qualification Framework (ETQF).They are national Ethiopia standards, which
define the occupational requirements and expected outcome related to a specific
occupation without taking TVET delivery into account.

This document details the mandatory format, sequencing, wording and layout for the
Ethiopian Occupational Standard comprised of Units of Competence.

A Unit of Competence describes a distinct work activity. It is documented in a

standard format that comprises:
 Reference to Industry Sector, Occupational title, ETQF level
 Unit code
 Unit title
 Unit descriptor
 Unit of Competence
 Elements and performance criteria
 Variables and Range statement
 Evidence guide

Together all the parts of a Unit of Competence guide the assessor in determining
whether the candidate is competent.

The ensuing sections of this EOS document comprise a description of the respective
occupation with all the key components of a Unit of Competence:
 a chart with an overview of all Units of Competence for the respective
occupation (Unit of Competence Chart) including the Unit Codes and the Unit
of Competence titles
 a template for a Unit of Competence (Unit of Competence Standard) – this
includes further directions on the contents and format of the unit of
competence

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Occupational Standard: Instrumentation and Control Servicing
Occupational Code: EEL ICS
ETQF III

EEL ICS3 01 0511 EEL ICS3 02 0511 EEL ICS3 03 0511

Install Instrumentation and Diagnose and Calibrate Instrumentation
Control Devices Troubleshoot and Control Devices
Instrumentation and
Control Device

EEL ICS3 04 0511 EEL ICS3 05 0511 EEL ICS3 06 0511

Configure Maintain and Repair Perform Installation of
Instrumentation and Instrumentation and Programmable Logic
Control Devices Control Devices Control

EEL ICS3 07 0511 EEL ICS3 08 0511 EEL ICS3 09 0511

Commissioning Train Users/Operators Apply Quality Control
Instrumentation and
Control System

EEL ICS3 10 0511 EEL ICS3 11 0511 EEL ICS3 12 0511

Lead Workplace Lead Small Teams Improve Business
Communication Practice

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Occupational Standard: Instrumentation and Control Servicing Level III

Unit Title Install Instrumentation and Control Devices
Unit Code EEL ICS3 01 0511
Unit Descriptor This unit covers the knowledge, skills and attitudes necessary to
install instrumentation and control devices.

Elements Performance Criteria

1. Plan and 1.1 Installation is planned and prepared to ensure OH&S policies
Prepare and procedures are followed, the work is appropriately
Installation work sequenced in accordance with requirements
1.2 Work instructions are read and interpreted to determine job
requirements.
1.3 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.
1.4 Materials necessary to complete the work are obtained in
accordance with job requirements.
2. Install 2.1 Appropriate personal protective equipment is worn in line
instrumentation with standard operating procedures.
and control 2.2 OH & S policies and procedures for installation are followed
devices 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 manufacturer’s
instructions, requirements, and without damage to the
surrounding place or environment
2.5 Unplanned events or conditions are responded to in
accordance with established procedure
3. Test installed 3.1 Installed devices are initially inspected for completeness
instrumentation before formal functional tests are conducted
and control 3.2 Devices are tested functionally in accordance with standard
devices procedures.
3.3 Final inspections are undertaken to ensure that the installed
devices conforms to technical requirements.
3.4 Report on installation and testing of equipment including as
built-in design is prepared according to company’s
procedures/policies
4. Clean-up 4.1 Work site is cleaned and cleared of all debris and left safe in
accordance with the company requirements

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Variable Range

Tools May include but not limited:  Soldering iron/gun

 cutter  Wrenches, hexagonal
 shaper wrenches or Allen keys
 Water level, tri-square
 Drill  Measuring tapes
 Threading tool(assorted)  Calipers and gauges
 Tapper
 File
 Pliers (assorted)
 Screw drivers (assorted)
Equipment/testing Equipment and testing devices includes but not limited to:
devices  Communication equipment (e.g., 2-way radio, cell phone)
 Lifting equipment
 Fastening equipment
 Multi-meters
 insulation tester or (Megger)
 Calibrators
Materials Include but not limited to:
 Wires and cables  Sealing materials
 Pipes/tubes & fittings  Fasteners
Personal protective Include but not limited to:
equipment  Ear muffs/plugs  Safety  Safety shoes
 Goggles/glasses/ apparel/suit  Mask
 face shield  Safety  Gloves
 Safety hat belt/harness
OH & S policies  OH & S guidelines
and procedures  Ethiopia environmental standards
Control Standards Includes but not limited to:
or Code of  Ethiopian building code standard EBCS -10 and EBCS-11,
practices various Ethiopian ES on electrical materials and standards
 OIML (International Organization for Legal Metrology)
Standards) or ES
 ISA (Instrumentation, Systems and Automation) Society
(formerly Instrument Society of America)
 ANSI(American National Standards Institute)
 ASME (American Society of Mechanical Engineers)
 NEC (National Electrical Code)
 IEC (International Electro technical Commission)
Instruments and Include but not limited to:
devices  sensors/transmitters/transducers
 indicators both analogue and digital
 controllers including plc controlled devices
 control valves
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  actuators
 recorders
 annunciator associated with the installed devices
 process switches

Evidence Guide

Critical Aspects of Assessment require evidence that the candidate:

Competence  interpreted work instructions according to job requirements
 installed Instrumentation & Control devices in accordance with
technical requirements
 conducted inspection and tests accurately on the devices using
standard procedures
 documented the tasks undertaken
 Selected and used correct personal protective equipment
Underpinning Include but not limited to:
Knowledge  occupational health and safety
 instrumentation & control standards
 use of tools and test equipment and calibrators
 mathematical calculations
 electrical and electronics theories
 wiring techniques
 drawing interpretation
 soldering techniques
 principles of instrumentation
 process variable measurements (pressure, level, flow,
temperature, analysis, etc.)
 process control theory
 process control system ( single-loop & multi-loop controllers,
DCS, DAS, SCADA, etc)
 sensors, transmitters, transducers & converters
 programmable logic controllers
 control valves and final control elements
Underpinning Skills  Interpret work instructions
 Interpret and define work procedures
 Selection and use of proper tools & equipment
 Installation skills
 Problem solving in unplanned events
Resource Include but not limited to:
Implication  Workplace location
 Instrumentation & Control devices
 Tools and test equipment and calibrators
 Materials and PPE
 Technical manuals and Instrumentation & Control drawings

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Method of  Observation / Demonstration
Assessment  Oral Questioning / written test
Context of Assessment may be conducted in the workplace or in a simulated
Assessment work environment

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Occupational Standard: Instrumentation and Control Servicing Level IV

Diagnose and Troubleshoot Instrumentation and Control
Unit Title
Devices
Unit Code EEL ICS3 02 0511
Unit Descriptor This unit covers the knowledge, skills and attitudes needed to
diagnose and troubleshoot defects in instrumentation and control
systems.

Elements Performance Criteria

1. Plan and 1.1 OH & S policies and procedures are followed in line with job
prepare for requirements
diagnosis of 1.2 Instrumentation and Control standards are followed in line
faults of with the job requirements
instrumentation 1.3 History cards and relevant information are gathered and
and control analyzed
systems
1.4 Materials necessary to complete the work are obtained in
accordance with established procedures and checked against
job requirements
1.5 Tools, equipment and testing devices needed to carry out
the work are obtained in accordance with established
procedures and checked for proper operation and safety
1.6 Appropriate personnel are consulted to ensure that the work is
effectively coordinated
1.7 Instrumentation and control systems defects are checked
against job requirements
1.8 Diagnosis of faults is planned and prepared in line with job
requirements
2. Diagnose faults 2.1 Appropriate personal protective equipment is used in line with
of standard procedures.
instrumentation 2.2 Faults or problems in the instrumentation and control systems
and control are diagnosed according to requirements and in line with the
systems standard procedures
2.3 Contingency measures are managed during unplanned events
or conditions are responded to in accordance with established
procedures
2.4 Faults diagnosis results are recorded
3. Rectify/correct 3.1 Appropriate personal protective equipment is used in line with
defects in standard procedures
instrumentation 3.2 Systems and associated equipment are isolated where
control devices necessary, in accordance with established procedures
and systems 3.3 Adjustments, if necessary are made in accordance with
established procedures

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 3.4 Defective components or parts are replaced or corrected
without damage to the surrounding environment or services
3.5 Unplanned events or conditions are responded to in
accordance with established procedures
3.6 Rectified/corrected defects/ malfunctions and replaced
components and measures taken are recorded
4. Test corrected 4.1 Instrumentation & control systems are tested to ensure safe
instrumentation operation.
and control 4.2 Instrumentation & control systems are tested using standard
systems testing procedures
4.3 Unplanned events or conditions are responded to in
accordance with established procedures
4.4 Test results are recorded
4.5 Reports are prepared and completed according to company
policy

Variable Range
OH & S policies  OH & S guidelines
and procedures  Ethiopian environmental protection proclamations, regulations
and standards
Instrumentation Includes but not limited to:
and Control  Ethiopian building code standard EBCS -10 and EBCS-11, various
Standards Ethiopian ES on electrical materials and standards
 Regulations for consumers’ electrical installations, 1969, issued by
Ethiopian Electric Light and power Authority (EELPA), (now
EEPCo)
 OIML (International Organization for Legal Metrology) Standards)
or ES
 ISA (Instrumentation, Systems and Automation) Society (formerly
Instrument Society of America)
 ANSI(American National Standards Institute)
 ASME (American Society of Mechanical Engineers)
 NEC (National Electrical Code)
Materials Include but not limited to:
 Sealing materials
 Pipes/tubes & fittings
 Wires and cables
Tools Include but not limited to:
 Cutter
 Shaper
 Drill
 Threading tool (assorted)
 Tapping
 pliers (assorted)
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  screw drivers (assorted)
 soldering iron/gun
 wrenches
Equipment/testing Equipment and testing devices include but not limited to:
devices  communication equipment (e.g. 2-way radio, cell phone)
 configuration or programmer
 multi-meter
 calibrators
 signal generators and signal simulators
 oscilloscope
 Various instruments and control devices
Instrumentation Include a combination of the following but not limited to:
and Control  pressure measurement and control loop
Systems  level measurement and control loop
 flow measurement and control loop
 temperature measurement and control loop
 analytical measurement and control loop
Personal Includes the following but not limited to:
protective  ear muffs/plugs  safety shoes
equipment  goggles/glasses/face shield  safety belt/ harness
 safety hat  mask
 safety apparel/suit  gloves
Faults or  mechanical  electronics
problems  electrical  computer-based

Evidence Guide
Critical Aspect of Assessment requires evidence that the candidate:
Competence  interpreted work instructions according to job requirements
 accurately diagnosed the defects in the instrumentation and
control systems
 properly adjusted/corrected the instrumentation & control
systems identified
 evaluated diagnosed results and rectified/ corrected systems
 checked the diagnosed & corrected systems to insure safety
 documented the tasks undertaken
 followed OH & S procuders
Underpinning Includes but not limited to:
Knowledge  Occupational health and safety
 Instrumentation & Control standards
 Use of tools
 Mathematical calculations
 Electrical theory
 Electronics theory
 Use of test equipment and calibrators

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  Wiring techniques
 Drawing interpretation
 Soldering techniques
 Principles of Instrumentation
 Process variable measurements (pressure, level, flow,
temperature, analysis, etc.)
 Process Control Theory
 Process Control System (single-loop & multi-loop controllers,
DCS, DAS, SCADA, etc)
 Sensors, transmitters, transducers & converters
 Programmable logic controllers
 Control valves and final control elements
 Computer operations
 Process and machinery operation
 Preventive & predictive maintenance procedures
Underpinning Skills  Reading skills required to interpret work instructions
 Communication skills needed to interpret and define work
procedures
 Selection & use of proper tools & equipment
 System diagnostics & troubleshooting skills
 Problem solving in unplanned events.
Resource Includes but not limited to:
Implication  Workplace location
 instrumentation & control devices
 tools, test equipment, calibrators, configurator or programmer
 materials and PPE
 technical manuals
 instrumentation & control drawings
Method of Competence may be assessed through:
Assessment  Interview / oral questioning / written exam
 Demonstration/Observation
Context of Assessment may be conducted in the workplace or in a simulated
Assessment work environment

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Occupational Standard: Instrumentation and Control Servicing Level III

Unit Title Calibrate Instrumentation and Control Devices
Unit Code EEL ICS3 03 0511
Unit Descriptor This unit covers the knowledge, skills and attitudes needed to
calibrate instrumentation and control devices.

Elements Performance Criteria

1. Plan and prepare 1.1 Instrumentation and control devices to be calibrated are
for calibration identified based on Job/Service Order or instructions
1.2 Calibration is planned and prepared in line with job requirements
1.3 Materials necessary to complete the work are obtained in
accordance with established procedures and checked against
job requirements
1.4 Instrumentation and control devices for calibration are
checked against specifications and requirements.
1.5 OH& S policies and procedures are followed in line with job
requirements.
1.6 Instruction and calibration standards are followed in line with
the job requirements.
1.7 Tools, equipment and testing devices needed for calibration
are obtained and checked for correct operation and safety
2. Calibrate 2.1 Appropriate personal protective equipment is used based on
instrumentation OH& S policies and procedures.
and control 2.2 Normal functions of devices are checked in accordance with
devices manufacturer’s instructions & standard procedures.
2.3 Instrumentation and control devices to be calibrated are
conditioned according to plan or standards
2.4 Fault/s or problem/s in the device is/are diagnosed in line with
the standard operating procedures.
2.5 Instrumentation and control devices are calibrated and / or
adjusted in line with the standard operating procedures.
2.6 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 calibration
calibrate done on the device conforms with the manufacturer’s
instruments and 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

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Variable Range

Materials Include but not limited to:

 Standard connecting cables with plugs, connectors
 Sealing materials
 Pipes/tubes & fittings
Instruments and Include but not limited to:
devices  Sensors/Transmitters/Transducers
 Indicators both analogue and digital
 Controllers including plc controlled devices
 Control valves
 Actuators
 Recorders
 Annunciator associated with the installed devices
 Process switches
Equipment/testing Include but not limited to:
devices  Calibration bench
 Air condition Equipped room
 Air supply equipment or instrument
 Power supply equipment
 Multi-meter
 Calibrator or programmer, instrument transducer
 Signal generator
 Oscilloscope
 Standard gauges

OH & S policies  OH & S guidelines

and procedures  Ethiopian environmental proclamations and regulations
Instrumentation and Include but not limited to:
control standards  ISA (Instrumentation, Systems and Automation) Society (formerly
Instrument Society of America)
 ANSI (American National Standards Institute)
 ASME (American Society of Mechanical Engineers)
 NEC (National Electric Code)
 IEC (International Electrotechnical Commission)
Tools Tool set for dismantling/assembling include but not limited to:
 pliers (assorted)
 screw drivers (assorted)
 soldering iron/gun
 wrenches(assorted)
 water level
 tri-square
 measuring tape
 calipers
 gauges

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Personal protective  Ear muffs/plugs  Safety apparel/suit
equipment  Goggles/glasses/face shield  Safety belt/harness
 Safety hat, mask and gloves  Safety shoes
Fault/s or problem/s  Mechanical  electrical
 electronics  Computer-
based

Evidence Guide

Critical Aspects of Assessment requires evidence that the candidate :

Competence  interpreted work instructions according to job requirements
 conditioned appropriately instrument or device to be calibrated
 calibrated and/ or adjusted identified devices diagnosed faults
or problems on the devices
 checked calibrated devices to ensure safety
 documented the tasks undertaken
 Performed Operational(Calbrational) standard
Underpinning Include but not limited to:
Knowledge  Occupational health and safety
 Instrumentation & Control standards
 Use of tools and test equipment and calibrators
 Mathematical calculations
 Electrical and electronics theories
 Wiring techniques
 Drawing interpretation
 Soldering techniques
 Principles of Instrumentation
 Process variable measurements (pressure, level, flow,
temperature, analysis, etc.)
 Process control theory
 Process Control System (single-loop & multi-loop controllers,
DCS, DAS, SCADA, etc)
 Sensors, transmitters, transducers & converters
 Programmable logic controllers
 Control valves and final control elements
 Computer operations
Underpinning Skills  Interpret work instructions
 Interpret and define work procedures
 Selection & use of proper tools & equipment
 Calibration/configuration skills
 Problem solving in unplanned events
Resource Include but not limited to:
Implication  Instrumentation & Control devices
 Tools
 Test equipment and calibrators
 Materials and PPE
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  Technical manuals
 Instrumentation & Control drawings
Method of  Observation / Demonstration
Assessment  Oral Questioning / written test
Context of Assessment may be conducted in the workplace or in a simulated
Assessment work environment

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Occupational Standard: Instrumentation and Control Servicing Level IV

Unit Title Configure Instrumentation and Control Devices
Unit Code EEL ICS3 04 0511
Unit Descriptor This unit covers the knowledge, skills and attitudes needed to
configure instrumentation and control devices.

Elements Performance Criteria

1. Plan and 1.1 OH& S policies and procedures are observed in line with
prepare for job requirements.
configuration 1.2 Configuration is planned and prepared in line with job
requirements.
1.3 Instrumentation and control devices configured are identified
based on the Job/Service Order or instructions
1.4 Instrumentation and Control standards are conditioned
according to plan or standards in line with the job
requirements
1.5 Instrumentation and control devices for configuration are
checked against specifications and requirements.
1.6 Materials necessary to complete the work are obtained in
accordance with established procedures and checked against
job requirements.
1.7 Tools, equipment and testing devices needed for configuration
of the instrumentation and control devices are obtained and
checked for correct operation and safety
2. Configure 2.1 Appropriate personal protective equipment is used and
instrumentation OHS policies and procedures are followed
and control 2.2 Normal functioning systems and components are checked in
devices accordance with manufacturer’s instructions
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 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 Configured devices are initially inspected for accurateness
configured before final functional tests are conducted
instrumentation 3.2 Final inspections are undertaken to ensure that the
and control configuration done on the devices conforms with the
devices manufacturer’s instruction/ manual

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 3.3 Instrumentation and control devices are checked to ensure
safe operation
3.4 Report is prepared/ completed according to company
requirements.
Variable Range

OH & S policies  OH & S guidelines

and procedures  Ethiopian environmental proclamations and regulations
Instrumentation and Include but not limited to:
control standards  OIML (International Organization for Legal Metrology)
Standards) or Ethiopian Standards (ES)
 ISA (Instrumentation, Systems and Automation) Society
(formerly Instrument Society of America)
 ANSI (American National Standards Institute)
 ASME (American Society of Mechanical Engineers)
 NEC (National Electric Code)
 IEC (International Electrotechnical Commission)
Instrumentation and Include but not limited to:
control devices  Sensors/Transmitters/  Actuators
Transducers  Recorders
 Indicators  Annunciators
 Controllers  Process switches
 Control valves  Multifunction configurator
Materials Include but not limited to:
 connectors
 adaptors
 connecting wires and cables
 appropriate software
 computer storage media
Tools Include but not limited to:
 dismantling/assembling tool set
 pliers (assorted
 screw drivers (assorted)
 soldering iron/gun
 wrenches(assorted)
 measuring tape
 calipers
 gauges
Equipment/testing  configurator or programmer
devices  computer
 multi-meter
 calibrators
 signal generator
 oscilloscope
Personal protective Include but not limited to:
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equipment  Ear muffs/plugs  Safety shoes
 Goggles/glasses/face shield  Safety apparel/suit, hat,
 Safety belt/ harness mask and gloves
Fault/s or problem/s  mechanical  computer-based
 electrical  pneumatic
 electronics  hydraulics

Evidence Guide

Critical Aspects of Assessment requires evidence that the candidate:

Competence  interpreted work instructions according to job requirements
 diagnosed faults or problems on the device
 configured the identified devices
 checked configured devices to ensure safety
 documented the tasks undertaken
 followed OH& S Procedures
Underpinning Include but not limited to:
Knowledge  Occupational health and safety
 Instrumentation & Control standards
 Use of tools and test equipment and calibrators
 Mathematical calculations
 Electrical and Electronics theories
 Wiring techniques
 Drawing interpretation
 Soldering techniques
 Principles of Instrumentation
 Process variable measurements (pressure, level, flow,
temperature, analysis, etc.)
 Process Control Theory
 Process Control System (single-loop & multi-loop controllers,
DCS, DAS, SCADA, etc)
 Sensors, transmitters, transducers & converters
 Programmable logic controllers
 Control valves and final control elements
 Computer operations
Underpinning Skills Include but not limited to:
 Interpret Work Instructions
 Interpret and Define Work Procedures
 Selection and Use of Proper Tools and Equipment
 Configuration Skills
 Problem Solving in Unplanned Events
Resource Include but not limited to:
Implication  Workplace location
 instrumentation & control devices
 tools
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  test equipment and calibrators
 materials
 PPE
 technical manuals
 instrumentation & control drawings
Method of  Observation / Demonstration
Assessment  Oral Questioning / written test
Context of Assessment may be conducted in the workplace or in a simulated
Assessment work environment

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Occupational Standard: Instrumentation and Control Servicing Level III

Unit Title Maintain and Repair Instrumentation and Control Devices
Unit Code EEL ICS3 05 0511
Unit Descriptor This unit covers the knowledge, skills and attitudes needed to
maintain and repair instrumentation and control devices.

Elements Performance Criteria

1. Plan and 1.1 Maintenance or repair work is planned and prepared in line
prepare for with job requirements.
maintenance/ 1.2 OHS policies and procedures are followed in line with job
repair requirements.
1.3 Instrumentation and Control standards are identified in line
with job requirements
1.4 Instrumentation and control devices to be maintained or
repaired are identified based on job/service order or
instructions
1.5 Instrumentation and control devices for maintenance or repair
are checked against specifications and requirements.
1.6 Materials necessary to complete the work are obtained in
accordance with established procedures and checked against
job requirements.
1.7 Tools, equipment and testing devices needed for the
maintenance/repair are obtained and checked for correct
operation and safety
2. Maintain 2.1 Normal function of instrumentation and control device is
instrumentation checked in accordance with manufacturer’s instructions &
and control standard procedures.
devices 2.2 Scheduled/periodic maintenance is performed in accordance
with manufacturer’s requirements
2.3 Necessary adjustments, replacement of components or parts
of instruments, control devices and correction measures are
responded appropriately.
2.4 Unplanned events or conditions are responded to in
accordance with established procedures
2.5 Appropriate personal protective equipment is used as per
OH&S procedure.
3. Repair 3.1 Normal function of instrumentation and control devices is
instrumentation checked in accordance with manufacturer’s instructions.
and control 3.2 Fault/s or problem/s in system or component is/are diagnosed
devices in line with the standard operating procedures.

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 3.3 Necessary adjustments including calibrations and other
correction measures are responded appropriately
3.4 Unplanned events or conditions are responded to in
accordance with established procedures
3.5 Appropriate personal protective equipment is used in line with
standard procedures.
4. Inspect and test 4.1 Instruments and control devices are checked/ inspected to
maintained/ ensure safe operation
repaired 4.2 Conduct appropriate functional test(s) and inspection to
instrumentation ensure that the testing conducted on the device conforms with
and control the manufacturer’s instruction/manual
devices 4.3 Test results are recorded in Instrument/ control devices
history cards
4.4 Report is prepared and completed according to company
requirements
5. Clean-Up 5.1 Work site is cleaned and cleared of all debris and left in safe
condition in accordance with company procedures

Variable Range

OH & S policies  OH & S guidelines

and procedures  Ethiopian environmental proclamations and regulations
Instrumentation and Include but not limited to:
control standards  OIML (International Organization for Legal Metrology) Standard
or ES
 Regulations for consumers’ electrical installations, 1969,
issued by Ethiopian Electric Light and power Authority
(EELPA), (now EEPCo)
 Ethiopian building code standard EBCS -10 and EBCS-11,
various Ethiopian ES on electrical materials and standards
 Standards) or Ethiopian Standards (ES)
 ISA (Instrumentation, Systems and Automation) Society
(formerly Instrument Society of America)
 ANSI (American National Standards Institute)
 ASME (American Society of Mechanical Engineers)
 NEC (National Electric Code)
 IEC (International Electrotechnical Commission)
Instruments and Include but not limited to:
Devices  sensors/transmitters/transducers
 indicators both analogue and digital
 controllers including plc controlled devices
 control valves
 actuators

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  recorders
 annunciator associated with the installed devices
 process switches

Tools Include but not limited to:

 cutter
 shaper
 drill
 threading tool(assorted)
 tapping
 pliers (assorted)
 screw drivers (assorted)
 soldering iron/gun
 wrenches
Equipment/testing Include but not limited to:
devices  maintenance bench
 instrument air supply equipment
 power supply equipment
 multi-meter
 calibrators
Materials include but not limited to:
 sealing materials  cleaning materials
 pipes/tubes & fittings  lubricating materials
 wires and cables  spare parts or components
Personal protective Include but not limited to:
equipment  Ear muffs/plugs  Safety shoes
 Goggles/glasses/face shield  Safety apparel/suit, hat,
 Safety belt/ harness mask and gloves
Fault/s or problem/s  mechanical  computer-based
 electrical  pneumatic
 electronics  hydraulics

Evidence Guide

Critical Aspects of Assessment requires evidence that the candidate:

Competence  interpreted work instructions according to job requirements
 conducted maintenance properly on the devices using
standard procedures
 diagnosed faults on the devices
 repaired or replaced defective components and/ or devices
 calibrated or adjusted instrument or device to the functional
parameters or work requirements
 checked the maintained/repaired devices to ensure safety
 recorded maintenance/ repair results in history cards

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  reported the tasks undertaken
Underpinning Include but not limited to:
Knowledge  occupational health and safety
 instrumentation & control standards
 use of tools and testing devices
 mathematical calculations
 electrical and electronics theories
 measurement and calibration (metrological techniques)
 wiring techniques
 drawing interpretation
 soldering techniques
 principles of instrumentation
 Process variable measurements (pressure, level, flow,
temperature, analysis, etc.)
 process control theory
 process control system (single-loop & multi-loop controllers,
DCS, DAS, SCADA, etc)
 sensors, transmitters, transducers & converters
 programmable logic controllers
 control valves and final control elements
 computer operations
 corrective & preventive maintenance procedures
Underpinning Skills Include but not limited to:
 Interpret work instructions
 Interpret and define work procedures
 Selection & use of proper tools & equipment
 Diagnosing skills on device level
 Problem solving in unplanned events
 Recording and reporting maintenance/ repair activities
Resource Include but not limited to:
Implication  Workplace location
 Instrumentation & Control devices
 Tools
 Test equipment and calibrators
 Materials and PPE
 Technical manuals
 Instrumentation & Control drawings
Method of  Observation / Demonstration
Assessment  Oral Questioning / written test
Context of Assessment may be conducted in the workplace or in a simulated
Assessment environment

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Occupational Standard: Instrumentation and Control Servicing Level III

Perform Installation and Programming of Programmable Logic
Unit Title
Controller (PLC) System
Unit Code EEL ICS3 06 0511
Unit Descriptor This unit covers the knowledge, skill and attitudes necessary to
install and program a basic programmable logic control.

Elements Performance Criteria

1. Plan and 1.1 OH& S policies and procedures are observed in line with job
prepare for requirements.
installation 1.2 Work instructions are read and interpreted to determine job
requirements.
1.3 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.
1.4 Materials and components necessary to complete the work are
obtained in accordance with job requirements.
2. Install/Test field 2.1 Appropriate personal protective equipment is worn in line with
and control standard operating procedures.
devices 2.2 Occupational Health and Safety policies and procedures for
installation are followed in line with the job requirements.
2.3 Devices are installed and tested in accordance with
manufacturer’s instructions and requirements
2.4 Report on installation and testing of equipment is prepared
according to company’s procedures/policies.
2.5 Unplanned events or conditions are responded to in accordance
with established procedures

3. Create/Modify, 3.1 Appropriate language is used according to applications.

install and test 3.2 Created/modified PLC program is tested / run to ensure all syntax
basic PLC errors are corrected.
program 3.3 Test processes are reviewed to ensure defect-free PLC program.
3.4 External documentation and back-up programs required for users
are created/prepared according to company standards.

4. Clean-up 4.1 Work site is cleaned and cleared of all debris and made safe in
accordance with the company requirements

Variable Range

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Tools Includes the following but not limited to:
 Pliers (assorted)
 Screwdrivers (assorted)
 Wrenches (assorted)
Test equipment / Includes the following but not limited to:
instruments  Multi-tester (VOM)  Pressure meter
 Ammeter  Thermometer
 Signal generator  Low voltage power supply (DC)
 Calibrators  Computers (PC/lap)/Programming
 Flow meters console

Materials and Includes the following but not limited to:

components  Wires  Sensors
 Terminal lugs o Heat/temperature Pressure
 Terminal blocks o Flow
 Terminal wire marker o Motion
 Limit switches o Proximity
 Relays
Personal protective May include but are not limited to:
equipment  Safety helmet (hard  Safety belt/Harness
hat/bump hat)  Safety Gloves
 Safety shoes  Safety Mask (gas/fumes, dust)
 Ear muffs  Proper working clothes
 Goggles/Face shield
Occupational  Ethiopian Building Code Standards (EBCS)
Health & Safety  EELPA Regulations
(OHS)  OH & S guidelines
Field and control Includes the following but not limited to:
devices  Analogue devices o Actuators
o Actuators o Buzzers
o Servo Motors o Limit switches
o Frequency drives o Magnetic contactors
o Transducers o Photo-sensors
o Transmitters o Proximity sensors
 Digital devices
Language Includes but not limited to:
 Standard Programming language
o Ladder
o Mnemonics
o STL (Statement List)
o Function chart
 Procedure language
Evidence Guide

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Critical Aspects of Assessment requires evidence that the candidate:
Competence  Interpreted work instructions according to job requirements
 installed PLC systems to ensure safety
 Checked installed devices to ensure safety
 Tested installed field and control devices
 Gathered and documented information needed for the
creation/modification of the basic PLC program
 Selected appropriate basic PLC programming language
 Tested created/modified basic PLC program
 Prepared a user-friendly documentation of the
created/modified basic PLC program
Underpinning Includes but not limited to:
knowledge  Occupational health and safety procedures
 Electrical theories and Basic electronics
 Use of test equipment/instruments
 Drawing interpretation
 Electromechanical technology
 Pneumatics / Electro-Pneumatics
 Hydraulics
 Industrial motors
 Process Automation and Calibration
 Basic PLC Programming
 Concepts of I/O drivers
 Control applications and concepts
 Circuit Analysis
 Basic Microprocessor Applications
 Operating Systems (Basic computer applications)
 Sequence control
Underpinning skills Includes but not limited to:
 Reading skills required to interpret diagrams and work
instructions
 Communication skills needed to interpret and define work
procedures
 Problem solving in emergency situation
 Programming skills
Resource Include but not limited to:
Implication  Workplace location
 Field & Control devices
 Tools
 Test equipment and calibrators
 Materials and PPE
 Technical manuals
 Instrumentation & Control drawings
 PLC System

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Assessment Competence may be assessed through:
Methods  Interview / Oral questioning / Written exam
 Demonstration / Observation
Context of Assessment may be conducted in the workplace or in a simulated
Assessment work process and procedures

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Occupational Standard: Instrumentation and Control Servicing Level IV

Unit Title Commission Instrumentation and Control Systems
Unit Code EEL ICS3 07 0511
Unit Descriptor This unit covers the knowledge, skills and attitudes necessary to
undertake start-up & commissioning of instrumentation and
control systems.

Elements Performance Criteria

1. Plan and 1.1 OH & S policies and procedures are followed in line with job
prepare to requirements.
undertake start- 1.2 Start-up and commissioning procedures of instrumentation
up and and control systems are checked against specifications and
commissioning requirements
process
1.3 Tools, equipment and testing devices needed to carry out
the start-up commissioning work are obtained in accordance
with established procedures and checked for correct
operation and safety.
1.4 Materials necessary to complete the work are obtained in
accordance with job requirements
1.5 Instrumentation and Control standards are followed in
line with job requirements
1.6 Start-up & Commissioning procedures are planned and
prepared in line with job requirements.
2. Start-up and 2.1 Appropriate personal protective equipment is used in line
commission with standard procedures.
instruments 2.2 Initial inspection is performed and compliances checked
and control before startup commissioning
devices 2.3 A step by step start-up and commissioning is done using
specified procedures
2.4 Work is performed in accordance with requirements without
damage to the surrounding environment or services
2.5 Unplanned events or conditions are responded to in
accordance with established procedures
2.6 Correction orders are documented and appropriate
personnel are notified, If major defaults occurred
2.7 Start-up and commissioning results are recorded
3. Check 3.1 Commissioned systems are verified according to established
commissioned procedures and standards
systems and 3.2 Commissioned systems are checked to ensure safety
equipment 3.3 Unplanned events or conditions are responded to in
accordance with established procedures.

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 3.4 Report is prepared and completed according to the company
procedures.

Variable Range
OH & S policies and  OH & S guidelines
procedures  Ethiopian environmental protection proclamations, regulations
and standards
Instrumentation and Includes but not limited to:
Control Standards  Ethiopian building code standard EBCS -10 and EBCS-11,
various Ethiopian ES on electrical materials and standards
 Regulations for consumers’ electrical installations, 1969,
issued by Ethiopian Electric Light and Power Authority
(EELPA), (now EEPCo)
 OIML (International Organization for Legal Metrology)
Standards) or ES
 ISA (Instrumentation, Systems and Automation) Society
(formerly Instrument Society of America)
 ANSI(American National Standards Institute)
 ASME (American Society of Mechanical Engineers)
 NEC (National Electrical Code)
Instrumentation and Include a combination of the following but not limited to:
Control Systems  Pressure measurement and control loop
 Level measurement and control loop
 Flow measurement and control loop
 Temperature measurement and control loop
 Analytical measurement and control loop
Tools Tool set includes but not limited to:
 Pliers (assorted)
 Screw drivers (assorted)
 Soldering iron/gun
 Wrenches
Equipment/testing Includes but not limited to:
devices  Communication equipment (e.g. 2-way radio, cell phone)
 Configurator or programmer
 Multi-meter
 Calibrators
 Signal simulators
 Various instruments and control devices
Materials Include but not limited to:
 Sealing materials
 Pipes/tubes & fittings
 Wires and cables
Personal protective Includes but not limited to:
equipment  Ear muffs/plugs  Safety apparel/suit

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  Goggles/glasses/face  Safety belt/harness
shield  Safety shoes
 Safety hat  Mask
 Gloves

Evidence Guide

Critical Aspect of Assessment requires evidence that the candidate:

Competence  Interpreted work instructions according to job requirements.
 Applied the appropriate/correct procedures in commissioning
instrumentation and control system
 Checked the commissioned instrumentation and control
systems to ensure safety
 Determined whether safety standards and functionality
requirements are complied
 Documented the tasks undertaken
Underpinning Include but not limited to:
Knowledge  occupational health and safety
 instrumentation & control principles and standards
 use of tools, test equipment and calibrators
 applicable regulations, code of practices and standards
 mathematical calculations
 electrical and electronics theories
 wiring techniques
 schematic diagram / drawing interpretation
 soldering techniques
 process variable measurements (pressure, level, flow,
temperature, analysis, etc.)
 process control theory
 process Control System (single-loop & multi-loop controllers,
DCS, DAS, SCADA, etc)
 Sensors, transmitters, transducers & converters
 programmable logic controllers
 control valves and final control elements
 computer operations
 process and machinery operation
Underpinning Skills Include but not limited to:
 Interpret work instructions
 interpret and define work procedures
 Selection and use of proper tools and equipment
 Start-up and commissioning
 Problem solving in unplanned events
 Decision making skills
Resource Include but not limited to:
Implication  Workplace location
 Test equipment and calibrators

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  Materials and PPE
 Technical manuals
 Instrumentation and control devices
 Tools and Test equipment and calibrators
 instrumentation drawings
Method of Competence may be assessed through:
Assessment  Interview / oral questioning / written exam
 Demonstration/Observation
Context of Assessment may be conducted in the workplace or in a simulated
Assessment work environment

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Occupational Standard: Instrumentation and Control Servicing Level III

Unit Title Train Users / Operators
Unit Code EEL ICS3 08 0511
Unit Descriptor This unit covers the knowledge, skills and attitudes required to
train users or operators of instrumentation and control devices.

Elements Performance Criteria

1. Plan and prepare 1.1 Required tools, materials and equipment are prepared in the
training activities worksite.
1.2 Stage of development is determined from discussion with the
service technician, observation of the service technician
and/or a formal assessment being carried out
1.3 Measures are taken to ensure that the service technician
understands OH&S requirements and safe working
procedures and practices for the particular worksite and the
activities to be undertaken
1.4 Preparation for particular training includes deciding which
activities are to be undertaken by the service technician and
the level of supervision is planned
1.5 Confirmation from the service technician is sought regarding
the level of understanding of the training activity to be
performed
2. Guide/mentor 2.1 Operator is provided with clear instructions on the work to be
users done and the respective responsibilities associated with the
work and others who are involved
2.2 Operator is guided/mentored
2.3 Stage check is made at a level appropriate to the stage of
development in accordance with industry standards
2.4 Measures are taken to ensure that the user completes
relevant documentation of the work performed in accordance
with established procedures
3. Document and 3.1 Operator’s progress is monitored in accordance with
provide feedback established procedures and documentation
requirements
3.2 Work activities and assessment undertaken are
documented and verified in accordance with established
procedures
3.3 Assessment feedback is provided to service technician and
training evaluation report is submitted to responsible person

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Variable Range
OH&S policies and May include but not limited to:
procedures  Arrangements of an organization or enterprise to meet their
legal and ethical obligations of ensuring that the workplace is
safe and without risk to health. this may include:
 hazard and risk assessment mechanisms
 implementation of safety regulations
 safety training
 safety systems incorporating,
 work clearance procedures
 isolation procedures
 gas and vapor
 monitoring/testing procedures
 use of protective equipment and clothing
 use of codes of practice
Training May include but not limited to:
 Knowledge training
 Skills training
 Attitudinal & work value training
Guide / mentor May include but not limited to:
 coaching
 instructions
 demonstrating
 assessing
Established  formal arrangements of an organization, enterprise or statutory
procedures authority on task performances
 quality assurance systems incorporating, for example:
 OH&S practices
 procedures for operating safety systems, equipment and
reporting work activities
 maintenance, modification or supply of relevant schematic
drawings and technical data
 arrangements for dealing with emergency situations
Documentation May include but not limited to:
requirements  GANTT chart
 progress chart/report
 training evaluation report
 training plan

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Evidence Guide
Critical Aspects of Assessment requires evidence that the candidate:
Competence  planned and prepared the training activities
 guided/mentored the service technician
 monitored and checked the performance of the service
technician
 document the performance of the service technician
 provided feedback to the service technician and training
evaluation report is submitted to the responsible person
Underpinning Demonstrates knowledge of:
Knowledge and  fundamentals of maintaining and servicing audio-video
Attitudes products and systems
 fundamentals of maintaining and servicing cellular phones
 fundamentals of maintaining and servicing of electronically-
controlled domestic appliances
 fundamentals of coaching and mentoring
 theories of adult learning
 methods of teaching
Underpinning Skills Demonstrates skills to:
 communicate effectively with trainees
 applying effective techniques of coaching and mentoring
 demonstrate skills in maintaining and servicing consumer
electronic products and system
 demonstrate positive work values and attitudes
 effectively deliver training in accordance to training plan
 develop training plan/lesson plan
 perform trainee evaluation
Resources Access is required to real or appropriately simulated situations,
Implication including work areas, materials and equipment, and to
information on workplace practices and OHS practices.
Assessment Competence may be assessed through:
Methods  Interview / questioning / written test
 Simulation/demonstration
 Observation
Context of Competence may be assessed in the work place or in a
Assessment simulated work place setting

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Occupational Standard: Biomedical Equipment Servicing Level III

Unit Title Apply Quality Control
Unit Code EEL BES3 09 0511
Unit Descriptor This unit covers the knowledge, skills and attitudes needed to
apply quality standards in the workplace. The unit also includes
the application of relevant safety procedures and regulations,
organization procedures and client specifications.

Elements Performance Criteria

1. Assess quality 1.1 Work instructions are obtained and work is carried out in
of received accordance with standard operating procedures
equipment 1.2 Received equipments are checked against manufacturer’s
specifications
1.3 Faulty equipment is identified, isolated and reported
1.4 Faults and any identified causes are recorded and/or
reported in accordance with company procedures
1.5 Faulty equipment are recommended for replacement or
returned to supplier following standard procedures
2. Assess quality 2.1 Information on the quality and other indicators of production
of service performance is documented in accordance with workplace
procedures
2.2 Completed work is checked against documented workplace
standards relevant to the task undertaken
2.3 Faulty items or below standard services are identified and
corrected
2.4 Deviations from specified quality standards and its causes
are documented and reported in accordance with the
organization standards operating procedures
3. Engage in 3.1 Process improvement procedures are participated in relation
quality 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

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Variable Range
Equipment May include but not limited to:
 Weighing scale, Infant/Adult
 Clinical weighing scale
 Gooseneck lamp/Examining light
 Oxygen gauge
 Sphygmomanometer
 Suction apparatus
 Autoclave
 OR/DR light
 OR table
 Nebulizer
 Rotator/Shaker
 Electro muscular stimulator
 Spectrophotometer/Spectroscopy(assorted)
 Uninterruptible power supply
 Bag valve mask (Pedia and Adult)
 Anesthesia bag
 Clinical oven
Faults May include but not limited to:
 equipment not according to specification
 equipment contain manufacturing defects
 equipment do not conform with government regulation
 equipment have safety defect
Documentation May include but not limited to:
 Organization work procedures and manuals
 Manufacturer’s instruction manual
 Client requirements/specifications
 Forms
Quality standards May include but not limited to:
 Materials
 component parts
 equipment operation
 systems and processes
 services

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Evidence Guide
Critical aspects of Assessment requires evidence that the candidate:
Competence  Carried out work in accordance with the company’s standard
operating procedures
 Performed task according to specifications
 Reported defects detected in accordance with standard
operating procedures
 Carried out work in accordance with the process improvement
procedures
Underpinning Demonstrates knowledge of:
Knowledge and  Relevant production processes, materials and products
Attitudes  Characteristics of materials/component parts used in
electronic production processes
 Quality checking procedures
 Workplace procedures
 Safety and environmental aspects of production processes
 Fault identification and reporting
 Quality improvement process
Underpinning Skills Demonstrates skills to:
 interpret work instruction
 interpret and apply defined work procedures
 carry out work in accordance with OHS policies and
procedures
Resources Access to real or appropriately simulated situations, including
Implication work areas, materials and equipment, and to information on
workplace and OHS practices.
Assessment Competence may be assessed through:
Methods  Interview / questioning / written test
 Observation /demonstration
Context of Competence may be assessed in the work place or in a
Assessment simulated work place setting

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Occupational Standard: Biomedical Equipment Servicing Level III

Unit Title Lead Workplace Communication
Unit Code EEL BES3 10 0511
Unit Descriptor This unit covers the knowledge, attitudes and skills to lead in the
dissemination and discussion of information and issues in the
workplace.

Elements Performance Criteria

1. Communicate 1.1 Appropriate communication method is selected
information about
workplace 1.2 Multiple operations involving several ics areas are
processes communicated accordingly
1.3 Questions are used to gain extra information
1.4 Correct sources of information are identified
1.5 Information is selected and organized correctly
1.6 Verbal and written reporting is undertaken when required
1.7 Communication skills are maintained in all situations
2. Lead workplace 2.1 Response to workplace issues are sought
discussion
2.2 Response to workplace issues are provided immediately
2.3 Constructive contributions are made to workplace discussions
on such issues as production, quality and safety
2.4 Goals/objectives and action plan undertaken in the workplace
are communicated.
3. Identify and 3.1 Issues and problems are identified as they arise
communicate
issues arising in 3.2 Information regarding problems and issues are organized
the workplace coherently to ensure clear and effective communication
3.3 Dialogue is initiated with appropriate staff/personnel
3.4 Communication problems and issues are raised as they arise

Variable Range

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Methods of  Non-verbal gestures
communication  Verbal
 Face to face
 Two-way radio
 Speaking to groups
 Using telephone
 Written
 Using Internet
 Cell phone

Evidence Guide
Critical aspects of Demonstrates skills and knowledge to:
Assessment  Dealt with a range of communication/information at one time
 Made constructive contributions in workplace issues
 Sought workplace issues effectively
 Responded to workplace issues promptly
 Presented information clearly and effectively written form
 Used appropriate sources of information
 Asked appropriate questions
 Provided accurate information
Underpinning Demonstrates knowledge of:
Knowledge and  Organization requirements for written and electronic
Attitudes communication methods
 Effective verbal communication methods
Underpinning Skills Demonstrates skills to:
 Organize information
 Understand and convey intended meaning
 Participate in variety of workplace discussions
 Comply with organization requirements for the use of written
and electronic communication methods
Resources The following resources must be provided:
Implication variety of information, communication tools, simulated workplace
Assessment Competence may be assessed through:
Methods  Interview
 Observation/Demonstration
Context of Competence may be assessed in the work place or in a
Assessment simulated work place setting

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Occupational Standard: Biomedical Equipment Servicing Level III
Unit Title Lead Small Teams
Unit Code EEL BES3 11 0511
Unit Descriptor This unit covers the knowledge, attitudes and skills to lead small
teams including setting and maintaining team and individual
performance standards.

Elements Performance Criteria

1. Provide team 1.1 Work requirements are identified and presented to team
leadership members
1.2 Reasons for instructions and requirements are communicated
to team members
1.3 Team members’ queries and concerns are recognized,
discussed and dealt
2. Assign 2.1 Duties and responsibilities are allocated having regard to the
responsibilities skills, knowledge and aptitude required to properly undertake
the assigned task and according to company policy
2.2 Duties are allocated having regard to individual preference,
domestic and personal considerations, whenever possible
3. Set performance 3.1 Performance expectations are established based on client
expectations for needs and according to assignment requirements
team members 3.2 Performance expectations are based on individual team
members duties and area of responsibility
3.3 Performance expectations are discussed and disseminated to
individual team members
4. Supervised team 4.1 Monitoring of performance takes place against defined
performance performance criteria and/or assignment instructions and
corrective action taken if required
4.2 Team members are provided with feedback, positive support
and advice on strategies to overcome any deficiencies
4.3 Performance issues which cannot be rectified or addressed
within the team are referenced to appropriate personnel
according to employer policy
4.4 Team members are kept informed of any changes in the
priority allocated to assignments or tasks which might impact
on client/customer needs and satisfaction
4.5 Team operations are monitored to ensure that employer/
client needs and requirements are met
4.6 Follow-up communication is provided on all issues affecting
the team
4.7 All relevant documentation is completed in accordance with
company procedures

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Variable Range
Work requirements  client profile
 assignment instructions
Team member’s
concerns  roster/shift details

Monitor  formal process

performance  informal process
Feedback  formal process
 informal process
Performance  work output
issues  work quality
 team participation
 compliance with workplace protocols
 safety
 customer service

Evidence Guide

Critical aspects of Demonstrates skills and knowledge to:

Assessment  maintained or improved individuals and/or team performance
given a variety of possible scenario
 assessed and monitored team and individual performance
against set criteria
 represented concerns of a team and individual to next level of
management or appropriate specialist and to negotiate on their
behalf
 allocated duties and responsibilities, having regard to
individual’s knowledge, skills and aptitude and the needs of the
tasks to be performed
 set and communicated performance expectations for a range
of tasks and duties within the team and provided feedback to
team members
Underpinning Demonstrates knowledge of:
Knowledge and  company policies and procedures
Attitudes
 relevant legal requirements
 how performance expectations are set
 methods of monitoring performance
 client expectations
 team member’s duties and responsibilities
Underpinning Skills Demonstrates skills to:
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  communication skills required for leading teams
 informal performance counselling skills
 team building skills
 negotiating skills
Resources Access to real or appropriately simulated situations, including
Implication work areas, materials and equipment, and to information on
workplace and OHS practices.
Resources  access to relevant workplace or appropriately simulated
Implication environment where assessment can take place
 materials relevant to the proposed activity or task
Assessment Competence may be assessed through:
Methods  Interview / Oral questioning / Written Test
 Observation/Demonstration
Context of Competence may be assessed in the work place or in a
Assessment simulated work place setting

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TOP

Occupational Standard: Instrumentation and Control Servicing

Unit Title Improve Business Practice
Unit Code EEL ICS3 12 0511
Unit Descriptor This unit covers the skills, knowledge and attitudes required in
promoting, improving and growing business operations.

Elements Performance Criteria

1. Diagnose the 1.1 Data required for diagnosis is determined and acquired
business 1.2 Competitive advantage of the business is determined from
the data
1.3 SWOT analysis of the data is undertaken
2. Benchmark 2.1 Sources of relevant benchmarking data are identified
the business 2.2 Key indicators for benchmarking are selected in
consultation with key stakeholders
2.3 Like indicators of own practice are compared with
benchmark indicators
2.4 Areas for improvement are identified
3. Develop plans 3.1 A consolidated list of required improvements is developed
to improve 3.2 Cost-benefit ratios for required improvements are
business determined
performance
3.3 Work flow changes resulting from proposed improvements
are determined
3.4 Proposed improvements are ranked according to agreed
criteria
3.5 An action plan to implement the top ranked improvements
is developed and agreed
3.6 Organizational structures are checked to ensure they are
suitable
4. Develop 4.1 The practice vision statement is reviewed
marketing and 4.2 Practice objectives are developed/reviewed
promotional
plans 4.3 Target markets are identified/refined
4.4 Market research data is obtained
4.5 Competitor analysis is obtained
4.6 Market position is developed/reviewed
4.7 Practice brand is developed

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 4.8 Benefits of practice/products/services are identified
4.9 Promotion tools are selected/developed
5. Develop 5.1 Plans to increase yield per existing client are developed
business 5.2 Plans to add new clients are developed
growth plans
5.3 Proposed plans are ranked according to agreed criteria
5.4 An action plan to implement the top ranked plans is
developed and agreed
5.5 Practice work practices are reviewed to ensure they support
growth plans
6. Implement and 6.1 Implementation plan is developed in consultation with all
monitor plans relevant stakeholders
6.2 Indicators of success of the plan are agreed
6.3 Implementation is monitored against agreed indicators
6.4 Implementation is adjusted as required

Variables Range
Data required  Organization capability
includes:  Appropriate business structure
 Level of client service which can be provided
 Internal policies, procedures and practices
 Staff levels, capabilities and structure
 Market, market definition
 Market changes/market segmentation
 Market consolidation/fragmentation
 Revenue
 Level of commercial activity
 Expected revenue levels, short and long term
 Revenue growth rate
 Break even data
 Pricing policy
 Revenue assumptions
 Business environment
 Economic conditions
 Social factors
 Demographic factors
 Technological impacts
 Political/legislative/regulative impacts
 Competitors, competitor pricing and response to pricing
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  Competitor marketing/branding
 Competitor products
Competitive  Services/products
advantage  Fees
includes:  Location
 Timeframe
Objectives  Specific
should be  Measurable
'SMART' , that
 Achievable
 Realistic
 Time defined
Market research  Data about existing clients
data includes:  Data about possible new clients
 Data from internal sources
 Data from external sources such as:
 Trade associations/journals
 Yellow Pages small business surveys
 Libraries
 Internet
 Chamber of Commerce
 Client surveys
 Industry reports
 Secondary market research
 Primary market research such as:
 telephone surveys
 personal interviews
 mail surveys
Competitor  Competitor offerings
analysis  Competitor promotion strategies and activities
 Competitor profile in the market place
SWOT analysis  Internal strengths such as staff capability, recognized
includes:  Quality
 Internal weaknesses such as poor morale,
 Under-capitalization, poor technology
 External opportunities such as changing market and
 Economic conditions
 External threats such as industry fee structures, strategic
 Alliances, competitor marketing

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Key indicators  Salary cost and staffing
may include:  Personnel productivity (particularly of principals)
 Profitability
 Fee structure
 Client base
 Size staff/principal
 Overhead/overhead control
Organizational  Legal structure (partnership, Limited Liability Company, etc.)
structures  Organizational structure/hierarchy
include:  Reward schemes
Market position  Product
should  The good or service provided
include data on:  Product mix
 The core product - what is bought
 The tangible product - what is perceived
 The augmented product - total package of consumer
 Features/benefits
 Product differentiation from competitive products
 New/changed products
 Price and pricing strategies (cost plus, supply/demand, ability
to pay, etc.)
 Pricing objectives (profit, market penetration, etc.)
 Cost components
 Market position
 Distribution strategies
 Marketing channels
 Promotion
 Promotional strategies
 Target audience
 Communication
 Promotion budget
Practice brand  Practice image
may  Practice logo/letter head/signage
include:  Phone answering protocol
 Facility decor
 Slogans
 Templates for communication/invoicing
 Style guide
 Writing style
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  AIDA (attention, interest, desire, action)
Benefits may  Features as perceived by the client
include:  Benefits as perceived by the client
Promotion tools  Networking and referrals
include:  Seminars
 Advertising
 Press releases
 Publicity and sponsorship
 Newsletters (print and/or electronic)
 Websites
 Direct mail
 Telemarketing/cold calling
Yield per existing  Raising charge out rates/fees
client may be  Packaging fees
increased by:
 Reduce discounts
 Sell more services to existing clients

Evidence Guide
Critical Aspects The candidate must be able to demonstrate:
of Competence  Ability to identify the key indicators of business performance
 Ability to identify the key market data for the business
 Knowledge of a wide range of available information sources
 Ability to acquire information not readily available within a
business
 Ability to negotiate required improvements to ensure
implementation
 Ability to evaluate systems against practice requirements
 And form recommendations and/or make recommendations
 Ability to assess the accuracy and relevance of information
Underpinning Demonstrates knowledge of:
Knowledge and  Data analysis
Attitudes
 Communication skills
 Computer skills to manipulate data and present information
 Negotiation skills
 Problem solving
 Planning skills
 Marketing principles
 Ability to acquire and interpret relevant data
 Current product and marketing mix
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  Use of market intelligence
 Development and implementation strategies of promotion and
growth plans
Underpinning  Data analysis and manipulation
Skills  Ability to acquire and interpret required data
 Current practice systems and structures
 Sources of relevant benchmarking data
 Methods of selecting relevant key benchmarking indicators
 Communication skills
 working and consulting with others when developing plans for
the business
 negotiation skills and problem solving
 using computers to manipulate, present and distribute
information
 planning skills
Resources  access to relevant workplace or appropriately simulated
Implication environment where assessment can take place
 materials relevant to the proposed activity or task
Assessment Competence may be assessed through:
Methods  Interview / Oral questioning / Written Test
 Observation/Demonstration
Context of Competence may be assessed in the work place or in a
Assessment simulated work place setting

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