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DRILLING • MINING • QUARRYING • CIVIL INFRASTRUCTURE RIIBEF201D Plan and organise work LEARNER GUIDE Learner Name:

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Page 1: RIIBEF201D Plan and organise work LEARNER GUIDE Learner Name · 1.6. Select appropriate tools, plant and equipment, check for serviceability and rectify and report any faults 1.7

DRILLING • MINING • QUARRYING • CIVIL INFRASTRUCTURE

RIIBEF201D Plan and organise work

LEARNER GUIDE

Learner Name:

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Page 2SkillsDMC ©

Copyright

© SkillsDMC. All rights reserved

SkillsDMC (Resources and Infrastructure Industry Skills Council Ltd)

Tower 1, Level 1, Suite 2, 475 Victoria Avenue, Chatswood, NSW 2067

Telephone: +61 (02) 9324 8600

Facsimile: +61 (02) 9324 8699

Email: [email protected]

Web: www.skillsdmc.com.au

Published by: SkillsDMC (Resources and Infrastructure Industry Skills Council Ltd)

Tower 1, Level 1, Suite 2, 475 Victoria Avenue, Chatswood, NSW 2067 AUSTRALIA

First published: 2015

Disclaimer:

SkillsDMC is the owner of all copyright and other intellectual property rights in the products and any modifications made by SkillsDMC to the materials (parent document issued to you at point of sale and as reflected in the invoice). You acknowledge that, apart from the limited licence granted under these Terms of Sale, you have no right, title or interest (including intellectual property rights) in the products. You will do anything reasonably required to give effect to SkillsDMC’s ownership of the products (parent document).

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ContentsUnit of Competency 6

Unit Descriptor 7

Topics 7

Recognition of Prior Learning 7

Learning activities 8

Introduction 9

Work instructions 11

The planning process 13

Job plan 15

Documentation and reports 18

Problems 20

Security 22

Knowledge questions 25

Practical activities 29

Answers to Learning activities 32

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Unit of Competency

RIIBEF201D Plan and organise work

Application This unit describes a participant’s skills and knowledge required to plan and organise work in the Resources and Infrastructure Industries.

This unit is appropriate for those working in operational roles.

Licensing, legislative, regulatory and certification requirements that apply to this unit can vary between states, territories, and Industry sectors. Relevant information must be sourced prior to application of the unit.

Element Performance Criteria

Elements describe the essential outcomes of a unit of competency

Performance Criteria describe the required performance needed to demonstrate achievement of the element.

1. Plan and prepare for work 1.1. Access, interpret and apply site policy and procedure documentation and ensure the work activity is compliant

1.2. Identify, read, clarify and confirm employment conditions, responsibilities and obligations

1.3. Obtain, interpret, clarify, confirm and apply work instructions

1.4. Plan work from an analysis of the required outcomes, work procedures, available time, resource requirements and known priorities

1.5. Inspect and prepare work areas in coordination with others

1.6. Select appropriate tools, plant and equipment, check for serviceability and rectify and report any faults

1.7. Identify and safely handle resources and materials

1.8. Identify and apply environmental protection requirements from the Environmental Management Plan and/or regulation

2. Sequence work safely 2.1. Read and interpret work plan to ensure tasks are performed in a timely manner in a logical, safe and efficient sequence

2.2. Complete in writing compliance documentation and/or reports

3. Resolve problems 3.1. Identify problems with work processes and make improvement suggestions

3.2. Modify work processes to suit changing circumstances, after consultation with relevant personnel

3.3. Report problems in a timely manner to relevant personnel

4. Clean up 4.1. Clear and clean work area, store tools and equipment

4.2. Correctly dispose of materials including recyclables

4.3. Clean, check and maintain machinery, tools and equipment

4.4. Document in writing and report issues to machinery, tools and equipment

Uni

t of

Com

pet

ency

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Unit DescriptorThis unit covers the planning and organisation of work in the resources and infrastructure industries. It includes planning and preparing for work, sequencing work safely, and resolving problems.

TopicsThe main topics covered in this Learning Guide are:

• Plan and prepare for work in the resources and infrastructure industries

• Sequence work safely

• Resolve problems

• Clean up

Recognition of Prior LearningIf you think you can satisfactorily complete the assessment for this section, check your knowledge and skills as follows:

I can:

• explain the value of planning and organising work

• identify and explain the steps to take when planning and organising work

• do tasks in the right order, efficiently and safely

• carry out a job according to plans

• complete any required documentation in relation to a job or task

• explain the value of your duty of care in the workplace and the policies and procedures that you must follow

• identify and explain what a work instruction is and how to use and understand it properly

• identify and resolve any problems that can occur with work processes

Unit of C

omp

etency

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Learning activities• As you work through this Learning Guide you will

complete the following activities:

• Questions about the value of planning and organising work

• Questions about work instructions

• Examples of a work instruction and questions about it

• Planning and sequencing a job activity

• Questions about documents and reports

• Questions on when problems occur with planning and organising

• Questions about environment, security and waste management combined with a research activity

What workplace experience do I need?

If you are employed in the industry, complete the unit activities using your workplace as an example.

If you are not employed in the industry, your trainer can assist you to demonstrate the application of this unit of competency in a number of ways:

• you will undertake a work placement so you can experience a real work situation

• you can work through case studies or other examples, provided by your trainer

• you can visit as many worksites as possible to further assist with your assessment

How will I be assessed for this unit?

Assessment for this unit will comprise of both practical and theory components. Details of the methods, location and times of these assessments will be provided to you by your assessor.

Throughout this Learner Workbook you will see the term trainer. This is the person who will be guiding you through this unit of competency. It could be a workplace supervisor, mentor, trainer, instructor or tutor.

When the term assessor is used it refers to the person who will make the final judgement of your competency in this unit. Sometimes the trainer and assessor will be the same person. In some cases they will differ.

The assessor will collect a range of evidence which shows how you meet the outcomes of the unit of competency.

There is a section at the end of this Learner Workbook that gives you the chance to test your own understanding of the content of this Unit before being assessed formally by your assessor. The Learning Activities and the Check your Understanding section of this Learner Workbook are not formal assessments for this Unit

What resources will I need to complete this unit?

To complete this unit, certain resources are required. These resources are easily found in a workplace. If you are not in a workplace, your trainer will make sure you can obtain the required resources, and experience a real workplace environment.

Here is a suggested list of resources. Your trainer may also add any other relevant resources.

• examples of planning documentation, procedures and work instructions used in the resources and infrastructure industries

• examples of relevant signs, tags, markers and tapes

• examples of resource and infrastructure industries written documentation that are required to be completed for specific tasks

• examples of resource and infrastructure industries equipment and systems operating procedures, emergency rules, site specific procedures, fault finding procedures

• safe work procedures

• manufacturer’s instructions

• codes of practice

• personal protective clothing

• workplace warnings and notices

• relevant workplace maps and plans

• environment management plan

Lear

ning

Act

iviti

es

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IntroductionPlanning and organising work is a necessary part of an efficient and safe workplace. When a job is planned, it will have a better chance of running smoothly.

You will regularly receive instructions on the jobs you need to perform. These instructions will include:

• the tasks

• the resources you will need to complete them

• how long each task should take

• other information such as safety and advice for task completion

Planning will assist you to achieve required outcomes and avoid work downtime. Planning and organising work is the key to ensuring a safe, efficient and effective work output.

If you are disorganised, chances are you will feel overwhelmed by your work.

Time management is fundamental to organisation. It involves

• looking at the task to be completed

• working out the time it will take

• deciding on the type of equipment and materials to use

• delegating parts of tasks/services to others

• allowing for any possible problems or risks that might occur

You must have a clear idea of what you are setting out to achieve. Get your priorities clear in your mind and if necessary write them down so you can carry them out easily.

If you become competent at time management and learn to prioritise and order tasks, you will find your job less stressful and you will achieve more. Things can become very stressful, unhealthy, inefficient, and demoralising, when you are not organised. There is nothing quite like having control over your work and being prepared for any problems.

Planning and organising work is the key to ensuring a safe, efficient and effective work output.

Section 1

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LEARNING ACTIVITY 11.1. Time management is the key to organisation.

What is the purpose of planning and organising work?

1.2. What advantages can be gained by learning how to prioritise and order tasks in your work?

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Work instructionsWhen planning any work you must take into account your duty of care obligations and the policy and procedures of your workplace.

You must make sure your conduct is safe and does not place others at risk.

For example, you may need to cordon off an area where you will be working or put up a sign to warn others about the type of work being done.

The requirements will be in your work instructions for the job.

These instructions can be obtained from your:

• supervisor

• manager

• team leader

In the form of:

• written documentation

• verbal instructions

• team meetings

• plans/specifications

Section 2

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LEARNING ACTIVITY 2You will need to get your work instructions before you can start planning a job.

2.1. Who would you normally get instructions from in the workplace?

2.2. In what ways can work instructions be presented?

2.3. Complete the following sentence by inserting the correct word in the space from the options provided

disciplined, safe, helpful, boring, hard

Planning your work contributes to a _________ work environment

work mate, supervisor, neighbour, anyone

Instructions for work can be obtained from your _________.

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The planning processOnce you have your work instructions you must decide the best way to sequence or organise a job.

Written instructions will include information on the procedures, hazard assessment, maintenance requirements, what to do in an emergency and so on. The more information you have about a job the more you will understand how to be safe and efficient and be able to plan your part in it.

If you do not understand the instructions you receive then you must ask your supervisor to clarify them. Things can go wrong if you don’t understand instructions properly.

The following is an example of a basic work instruction that could be given for digging a trench for the laying of a 20 metre pipeline.

Date: 23/10/2015Task timeline: 1000 - 1145Employee: John CitizenTask: Construction of a flat-bottomed, straight side trench to lay 20m of pipelineSpecifications: 110 cm deep x 100 cm wide x 20 m longProcedures: Engineer must be contacted for notification of proposed trench location

Location has been marked and pegged

Make sure approval has been given before work commences

Once finished notify supervisor of completion for inspection and sign offSafety: Cordon off area, inform all employees of digging times, ensure PPE is available

and worn appropriately. Backhoe operator must be licensed and a safe distance maintained during operation

Section 3

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LEARNING ACTIVITY 3Answer the following questions to show you have read and understood the previous work instruction.

3.1. What must be done once the job is completed?

3.2. What must you check before work commences?

3.3. How much time has been assigned to complete the task?

Written instructions will contain the right procedures, hazard assessment, maintenance requirements, what to do in an emergency and so on.

3.4. Why must you understand work instructions properly?

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Job planWhen you understand the task, you can create a plan. A job plan must cover all parts of the work and should:

• break down the job into individual tasks

• identify the equipment needed to perform each task

• define the safety requirements for each task

• set a timeframe for job completion

By planning your job ahead you will make sure that all the resources you need to complete the job safely and on time are available.

The table below shows how you would plan a job by separating each of the parts. In this case it is the construction of a trench for the laying of a 20-metre pipeline.

Date 23-12-2013 Task Complete trench construction between 10am – 11.45am

Purpose: For the future laying of 20 m pipeline

Permits Actions Equipment Employee SafetyUnderground mapping specifications and approval of trench location

Check all digging resources are available and employees notified.

Contact site engineer for trench location and approval

Backhoe, shovels, picks, measuring equipment, stakes, string

Doug (licensed backhoe operator)

Jack (manual excavator)

Mario (specification supervisor)

Cordon off area, inform all employees of digging times, check PPE is available and worn, safe distance is kept from backhoe when in operation

By planning your job ahead you will make sure that all the resources you need to complete the job safely and on time are available.

Section 4

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Sequence of tasks

How efficient your job is will depend on how well you sequence or order the tasks. Your aim when planning and preparing a sequence of steps is to create a logical and practical way of completing tasks to reduced time and other wastage. It also helps to remember other things you need to think about.

The following is an example of how you would sequence tasks for the construction of a trench:

1. Get list of required parts and vehicle to be provided from the supervisor

2. Check with supervisor for any travel permits

3. Inform all employees of Loading digging times and tasks

4. Make sure all equipment is available:

- Backhoe and a licensed operator (Doug)

- PPE

5. Carry out safety precautions – cordon off area, hand-out PPE to workers

6. Start work following instructions given

7. Finish task

8. Inform supervisor of task completion for inspection and job approval

9. Sign off documentation of job

Delegation of tasks

All materials and tools needed to complete a job must be located and ready to use at each stage of the job. There is no point starting a job if you do not have the correct equipment to complete it safely and effectively.

You might have to delegate others to provide services to complete part of a job. If this is the case, this should be organised at the planning stage. If it is done later you risk interrupting the flow of work. Early planning also helps them to plan their time and gives you a better chance of a smooth operation.

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LEARNING ACTIVITY 4Your trainer will provide you with an example of a work instruction . Separate each part of the work instruction and sequence the tasks in the order they are best completed. Remember to ask any questions if you are unsure of the instructions.

4.1. Using the following table separate the parts of the job. After discussing it with your trainer, put the tasks in the best order.

Date Task

Permits Actions Equipment Employee Safety

Sequence or order

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Documentation and reportsSome jobs require paperwork to be done as part of the organisation’s requirements. Paperwork is important for the following reasons.

1. It provides a record of work done

It gives the organisation an overview of the cost and efficiency of the work and shows where most of the resources and effort have gone.

2. It helps to identify problem areas

Problem areas or faults that are reported or repaired are identified from the reporting process. This helps to identify maintenance and quality issues, work procedures and equipment problems.

3. It helps monitor equipment performance

Having a written history of the performance of equipment allows you to identify and avoid problems and take planned maintenance action to prevent downtime.

Regular performance monitoring also allows you to make adjustments where and when it is necessary to maintain efficiency.

4. Compliance and record keeping

Following organisation policy and procedure is usually a condition of employment contract and duty of care.

Failing to comply with organisational policy and procedure and other requirements could constitute a breach of the employment contract.

Documentation

The type of documents used to collect this information might include:

• shift reports

• check lists

• log books

• timesheets

• safety data sheet (SDS)

Permits

Any permits, licences or approval that are required should be obtained before any work starts. If this is not done it might lead to downtime later.

Sec

tion

5

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LEARNING ACTIVITY 5Some jobs require paperwork to be done according to the organisation’s requirements.

5.1. Why is it important to complete paperwork accurately?

5.2. What can paperwork provide, identify and monitor?

5.3. What type of documentation is used to collect information?

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ProblemsThere will be days when things don’t go according to plan. You must be flexible enough to manage problems that occur and get the job done as efficiently and safely as possible.

Things to consider are:

• changes in weather

• risk of a power outage

• equipment breakdown

• safety hazards

• employee absence

When planning, think about any likely changes in weather conditions. Some work cannot be done on wet or very hot days. Rainfall can result in slippery road surfaces which can become unsafe. Heavy rainfall might also bring about boggy conditions and slow down completion of work.

By having a plan that allows for potential problems, you will stay a step ahead in getting the job done.

Resolving problems

Fixing problems is much easier and more effective when you already have a plan in place for that purpose. For example, if you plan for a change in weather conditions and this occurs, then you will easily be able to change your work and get the job done efficiently.

Potential problems that you identify during the planning process are not the only ones to consider. You must also deal with any problems resulting from work procedures.

The purpose of having work procedures is to guarantee that employees work efficiently and safely.

If you find problems with work instructions or procedures you must identify and report them so that clumsy processes can be changed and improved. Modifications to work practices are not uncommon and should be encouraged in a safe and efficient work environment.

By having a plan that allows for potential problems, you will stay a step ahead in getting the job done.

Prior planning prevents poor performance!

Sec

tion

6

ACT PLA

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DO

CONTINUOUSIMPROVEMENT

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LEARNING ACTIVITY 6Choose a time when you have planned something but came across problems. If you cannot think of a task or event that is work related, choose an example from your home or school life. Answer the following questions.

6.1. What problem/s did you come across and how did they affect the outcome?

6.2. How did you change your plans to manage the problem/s?

6.3. What could have been the difference to the outcome if you had identified these problem/s before they happened and had a contingency plan to deal with them?

6.4. Why is it important, during the planning process, to consider any problems which may happen?

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Other planning issues

Security

During the planning stage you must take into account the security of equipment. Many jobs are done over a period of time and in some cases equipment is left on site in locations that are accessible to the public.

When planning security you should ask yourself the following questions.

• is there a locking system or security system your organisation uses for the safekeeping of equipment?

• are there policies and procedures or rules related to the securing of equipment?

• have you asked your supervisor to show you how to carry out security procedures?

• do you feel confident that you know how to secure equipment?

Waste removal

You will need to identify who is responsible for removing waste. There are different types of waste including:

• general waste

• recycling waste – glass, aluminium, soil

• infectious waste – blood, needles, bandages, human waste

• hazardous waste – chemicals and harmful substances

In most cases:

• general waste is put straight into the rubbish bin

• recycling waste is put in a specially marked area

• infectious and hazardous waste should only be handled using personal protective equipment such as gloves, masks and goggles. Specialised help may be needed to do this task, so you should always consult your supervisor

Environment

You will need to take precautions in the planning process to prevent any adverse environmental effects occurring during the work stage. Otherwise heavy penalties could apply. You must strictly follow all environmental regulations when planning any work. These are identified in the project management plan. Not taking these into account could create serious problems later.

Sec

tion

7

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LEARNING ACTIVITY 7Security requirements can be very important to a job and must be considered during the planning stage.

7.1. Provide an example of a work situation where you would consider security in the planning stage?

You will need to identify with your supervisor in the workplace who is responsible for removing waste.

7.2. What are three (3) different types of waste and how must each one be handled?

Environmental requirements are available in an organisation’s environmental plan.

7.3. Why must you consider any environmental issues during the planning stage?

Security, planning waste removal and the environment are three general elements that you must think about when planning a job in the resources and infrastructure industries.

7.4. Using resources from the internet and contacts in the industry you or your trainer have, find out and record two more elements, recording exactly what must be considered for each one.

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Check your understandingOnce the Learning Activities from all sections have been completed, the following Knowledge questions and Practical activities are provided for you to check your understanding of this unit prior to undertaking the assessment.

Once these questions and activities are completed, contact your Trainer / Supervisor to discuss the completion of your assessment.

Che

ck u

nder

stan

ding

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Knowledge questionsAnswer the following questions in the space provided.

You must have a clear idea of what you are setting out to achieve when you begin a job.

1. What are the main elements of planning and organising work?

2. If you are disorganised, chances are you will feel overwhelmed by your work. What are three reasons why you should take time to plan work before starting it?

3. Who are the people in the workplace you can expect to receive work instructions from?

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4. Work instructions can be received in a written form. How else can work instructions be given?

5. Outline why it is important to understand work instructions properly.

6. What elements from a work instruction must a job plan cover?

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7. Your aim when planning work in the resources and infrastructure industries is to create a logical sequence of steps and a practical way of doing tasks. What other advantages are there in training employees how to sequence and prioritise tasks to complete a job?

8. Some jobs require paperwork to be done as part of the organisation’s requirements. What does paperwork help to provide, identify and monitor?

9. Problems must not only be identified during the planning process. What else must be identified and reported so clumsy processes can be changed and improved?

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10. During the planning process you must take into account the security of equipment. What are two questions that you must ask yourself when planning any security?

11. You may need to identify with your supervisor who is responsible for removing waste. Identify two different types of waste and how should they be handled.

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Practical activities1. Demonstrate that you can plan and organise work in a simulated environment relevant to the type

of workplace you would like to work in. This will involve you understanding and interpreting work instructions, planning a job and sequencing tasks to get a job done safely and efficiently.

• Your assessor will give you a written or oral work instruction. This will include the possibility of potential problems that you must consider and plan for.

• Remember also to think about any elements such as waste, security and environmental issues

1.1. Using the following table, separate the parts of the work instruction.

Date Task

Purpose:

Permits Actions Equipment Employee Safety

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1.2. Sequence the order that you would do the tasks to complete the job, and record them in the following spaces provided.

Sequence or order of tasks

1.3. List any potential problems and the action you would take if they occurred, to keep the job outcome smoothly on track.

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2. After you have completed planning the task, provide your assessor with your reasons for organising the job the way you did.

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Answers to Learning activities

Learning activity 1

1.1. Time management is the key to organisation. What is the purpose of planning and organising work?

Answer:Planning helps the job run smoothly and is a necessary part of an efficient and effective workplace.

1.2. What advantages can be gained by learning how to prioritise and order tasks in your work?

Answer:The job will become less stressful; you can have control over your work and be prepared for any problems.

Learning activity 2

2.1. Who would you normally get instructions from in the workplace?

Answer:The answer may include any of the following:

• supervisor

• manager

• team leader

2.2. In what ways can work instructions be presented?

Answer:The answer may include any of the following:

• written documentation

• verbal instructions

• team meetings

• plans/specifications

2.3. Complete the following sentence by inserting the correct word in the space from the options provided.

Answer:

disciplined, safe, helpful, boring, hard

Planning your work contributes to a __safe__ work environment

work mate, supervisor, neighbour, anyone

Instructions for work can be obtained from your __supervisor_.

Ans

wer

s

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Learning activity 3

3.1. What must be done once the job is completed?

Answer:Notify the supervisor of the completion for inspection and sign off.

3.2. What must you check before work commences?

Answer:Contact the engineer for notification of the proposed trench location and make sure approval has been given for the job.

3.3. How much time has been assigned to complete the task?

Answer:1 hour 45 mins

3.4. Why must you understand work instructions properly?

Answer:Things can go wrong if you don’t understand work instruction properly.

Learning activity 4

Your trainer will provide you with an example of a work instruction. Separate each part of the work instruction and sequence the tasks in the order they are best completed. Remember to ask any questions if you are unsure of the instructions.

4.1. Using the following table separate the parts of the job. After discussing it with your trainer, put the tasks in the best order.

Answer:The answer will depend on the job instruction given but all parts of the table provided should be completed and the job sequence developed.

Learning activity 5

5.1. Why is it important to complete paperwork accurately?

Answer:Paper work is important as it provides a record of the work done, helps identify any problem areas and monitors equipment performance.

5.2. What can paperwork provide, identify and monitor?

Answer:Paper work is important as it provides a record of the work done, helps identify any problem areas and monitors equipment performance.

5.3. What type of documentation is used to collect information?

Answer:The answer may include any of the following:

• shift reports

• check lists

• log books

• timesheets

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Learning activity 6

Choose a time when you have planned something but came across problems. If you cannot think of a task or event that is work related, choose an example from your home or school life. Answer the following questions.

6.1. What problem/s did you come across and how did they affect the outcome?

Answer:The answer will depend on the task chosen. However problems may include such things as:

• changes in weather

• risk of a power outage

• equipment breakdown

• safety hazards

• employee absence

6.2. How did you change your plans to manage the problem/s?

Answer:The answer will depend on the task and problems encountered.

6.3. What could have been the difference to the outcome if you had identified these problem/s before they happened and had a contingency plan to deal with them?

Answer:The answers will vary but should include that having a plan make fixing the problems much easier.

6.4. Why is it important during the planning process to consider any problems which may happen?

Answer:The answers will vary but should include that having a plan makes fixing the problems much easier when you have thought of the contingencies.

Learning activity 7

7.1. Provide an example of a work situation where you would consider security in the planning stage?

Answer:The answers will vary depending on the example but may include such things as:

• Is there a locking system or security system your organisation uses for the safekeeping of equipment?

• Are there policies and procedures or rules related to the securing of equipment?

• Have you asked your supervisor to show you how to carry out security procedures?

• Do you feel confident that you know how to secure equipment?

7.2. You will need to identify with your supervisor in the workplace who is responsible for removing waste.

What are three different types of waste and how must each one be handled?

Answer:The answer will vary according to the workplace but may include waste from categories such as:

• general waste

• recycling waste – glass, aluminium, soil

• infectious waste – blood, needles, bandages, human waste

• hazardous waste – chemicals and harmful substances

7.3. Why must you consider any environmental issues during the planning stage?

Answer:To prevent any adverse environmental effects occurring during the work.

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7.4. Using resources from the internet and contacts in the industry you or your trainer have, find out and record two more, recording exactly what must be considered for each one.

Answer:The answer will vary according to the workplace chosen but may include such areas as:

• equipment maintenance programs

• equipment malfunction

• weather

• risk of power outage

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