COMPETENCY BASED LEARNING

MATERIAL

Sector : TVET

Qualification Title: TRAINING METHODOLOGY I

Unit of Competency: Maintain Training Facilities

Module Title: Maintaining Training Facilities

Date Document No.

Trainer’s Methodology I Developed: Issued by:
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 Technical Education & Skills Development Authority
NATIONAL TVET TRAINERS ACADEMY
Marikina City

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 TRAINING METHODOLOGY 1
COMPETENCY-BASED LEARNING MATERIALS

No Unit of Competency Module Title Code

.

1. Plan Training Session Planning Training Session

2. Facilitate Competency- Delivering Competency-

Based Training Based Training

3. Supervise Work-Based
Learning

4. Conduct Institutional Conducting Institutional

Assessment Assessment

5. Maintain Training Maintaining Training

Facilities Facilities

6. Facilitating e- learning
Facilitate e- (Distance Education Mode)
learning(Distance
Education Mode)

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 MODULE CONTENTS

MODULE 5 : MAINTAINING TRAINING FACILITIES

Progr
Learning Learning Content ess Traini
Outcomes Check ng
No. Durati
on
LO 1 Plan
maintenan Schedule of
ce Maintenance
activities
Information Sheet No. 5.1-1
Maintenance Program

Perform Task Sheet No.5.1-1

Prepare Equipment
Maintenance Schedule

Perform Task Sheet No. 5.1-2

Prepare Maintenance
Inspection Checklist
LO 2
Maintain Types of Maintenance
training Information Sheet No. 5.2-1
equipment Types of Maintenance.
and tools
Perform Task Sheet No. 5.2-1
Prepare Tag-Out Bill

Perform Task Sheet No. 5.2-2

Prepare Equipment/Tools
Record w/ Code and Drawing

Perform Task Sheet No. 5.1-1

Prepare Equipment
Maintenance Schedule (Refer
to LO1)
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 Perform Task Sheet No. 5.1-2
Prepare Maintenance
Inspection Checklist (Refer to
LO1)

Perform Task Sheet No. 5.2-3

Prepare Inspection Report

Perform Task Sheet No. 5.2-4

Prepare Work Request

Perform Task Sheet No. 5.2-5

Prepare Equipment
Breakdown/Repair Report

Perform Task Sheet No. 5.2-6

Prepare Salvage Report

LO 3 a. Housekeeping System
Implement
housekeep
ing
activities Information Sheet No. 5.3-1 5S
Housekeeping System

Perform Task Sheet No. 5.3-1

Prepare Housekeeping
Schedule

Perform Task Sheet No. 5.3-2

Prepare Housekeeping
Checklist

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 b. OHS and Waste
Management
Information Sheet No. 5.3-2
Occupational Health and
Safety

Information Sheet No.5.3-3

Waste Management

Perform Task Sheet No. 5.3-3

Prepare Waste Segregation
List

LO 4 Reporting and Documentation

Document
maintenan
ce Information Sheet No. 5.4-1
inspections Report and Documentation
Process

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 HOW TO USE THIS COMPETENCY BASED LEARNING MATERIAL

Welcome to the module in ”Maintaining Training Facilities. This

module Training contains training materials and activities for you to
complete.

The unit of competency "Maintain Training Facilities contains knowledge,

skills and attitudes required for TRAINING METHODOLOGY (TM) 1.

You are required to go through a series of learning activities in order to

complete each learning outcome of the module. In each learning outcome
are Information Sheets, Self-Checks, Operation Sheets and Job
Sheets. Follow these activities on your own. If you have questions, don’t
hesitate to ask your facilitator for assistance.

The goal of this course is the development of practical skills. To gain these
skills, you must learn basic concepts and terminology. For the most part,
you'll get this information from the Information Sheets and TESDA
Website, www.tesda.gov.ph

This module was prepared to help you achieve the required competency,
in "Maintaining Training Facilities".

This will be the source of information for you to acquire knowledge and
skills in this particular competency independently and at your own pace,
with minimum supervision or help from your instructor.

Remember to:

 Work through all the information and complete the activities in each
section. Read information Sheets and complete the self-check.
Suggested references are included to supplement the materials
provided in this module.
 Most probably your trainer will also be your supervisor or manager.
He/she is there to support you and show you the correct way to do
things.

 You will be given plenty of opportunity to ask questions and practice

on the job. Make sure you practice your new skills during regular work
shifts. This way you will improve both your speed and memory and also
your confidence.

 Use the Self-checks, Operation Sheets or Job Sheets at the end of

each section to test your own progress.
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  When you feel confident that you have had sufficient practice, ask
your Trainer to evaluate you. The results of your assessment will be
recorded in your Record of Achievement.

You need to complete this module before you can perform the next
module, Utilize Electronic Media in Facilitating Training.

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 SESSION PLAN

Sector : TVET
Qualification Title : Training Methodology I
Unit of Competency : Maintain Training Facilities
Module Title : Maintaining Training Facilities

Learning Outcomes:
1. Plan maintenance activities
2. Maintain training equipment and tools
3. Implement housekeeping activities
4. Document maintenance inspection

A. INTRODUCTION
This module covers the knowledge; skills and attitude in Maintaining Training Facilities of all nine (9)
components (refer to module No. 1 – Planning Training Session). This unit of competency has 5 learning
outcomes; each learning outcome contains learning activities supported with instruction sheets. Before you
perform the required activities, read the instruction Sheet and answer the self check provided to confirm to
yourself and your trainer that you are equipped with the knowledge necessary to perform the skills portion
of each learning outcome.

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B. LEARNING ACTIVITIES
LO 1 PLAN MAINTENANCE ACTIVITIES
Learning Content Presentation Practice Feedback Resources Time

Scheduling Read Information Self- check Compare answer Information Sheet No.
maintenance Sheet No. 5.1-1 to self- check key 5.1- 1 Types of
on Maintenance answer Maintenance
Program Self- Check key answer
Make equipment
Perform Task maintenance Compare your Task Sheet No. 5.1-1
Sheet No. 5.1-1 schedule maintenance Equipment Maintenance
Equipment schedule to Schedule
Maintenance Sample Template Sample template
Schedule
Make Maintenance Task Sheet No. 5.1-2
Inspection Checklist Compare your Maintenance Inspection
Perform Task maintenance Checklist
Sheet No. 5.1-2 on inspection Sample Template
Maintenance checklist to
Inspection Sample Template
Checklist

LO 2 MAINTAIN TRAINING EQUIPMENT AND TOOLS

Learning Content Presentation Practice Feedback Resources Time

Identifying types of Read information Self-check Compare answer Information Sheet No.
maintenance for Sheet No. 5.2-1 to Self-check 5.2-1 on Types of
equipment and tools On Types of Answer Key Maintenance
Maintenance Self-check
Self-check answer key
Preparing Read Information Self-check Compare your Information Sheet No.
maintenance schedule Sheet No. 5.2-1 on answer to Self- 5.2-1 on the
and relevant the preparation of check Answer KeyPreparation of
documents maintenance Maintenance Schedule
schedule and Sample template
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SYSTEM Perform Task BILL of the work to Sample Task Sheet No 5.2-1
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Sheet No. 5.2-1 particular tag-out Template Sample Template
Tag-out Bill equipment/ system/
test instruments
activity in your
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 Competency Summary

UNIT OF COMPETENCY Maintain Training Facilities

MODULE TITLE Maintaining Training Facilities

MODULE DESCRIPTOR:

This module covers the knowledge, skills and attitude in

Maintaining Training Facilities. It includes planning maintenance activities,
preparing schedule of maintenance, implementation of housekeeping
activities, maintaining equipment and tools and documenting
maintenance inspection. You will also learn the importance of this unit of
competency in Maintaining Training Facilities based on the competency
standard promulgated in the Training Regulation in the implementation of
Competency-Based TVET Quality Framework (PTQF), what qualifications a
Trainer should possess, and the responsibilities in implementing a
competency-based training program.

NOMINAL DURATION:

LEARNING OUTCOMES:

At the end of this module you MUST be able to:

1. Plan maintenance activities

2. Maintain training equipment and tools

3. Implement housekeeping activities

4 . Report and document maintenance procedures

ASSESSMENT CRITERIA:

• Different Types of maintenance are explained and identified

• Maintenance work schedule is prepared in accordance with
machine/equipment operating time/condition
• Work instructions are prepared according to machine’s manual
established by enterprise
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 • Training resources are identified and classified
• Proper inventory of training resources are properly listed
• Concerned department/personnel are informed on the schedule of
work according to standard operating procedure
• Regular inspection is applied according to procedures and standards
• Occupational Health and Safety and 5S procedures are applied in
maintaining facilities
• Disposal of waste and dangerous chemicals are based on
Occupational Health and Safety procedures
• Instructional materials and supplies are secured in accordance with
manufacturer’s procedures
• Tools and equipment are identified according to
classification/specification and job requirements
• Non- functional tools and equipment are segregated and
labeled according to classification
• Safety of tools and equipment are observed in accordance
with manufacturer’s instruction
• Conditions of PPE are checked in accordance with
manufacturer’s instructions
• Regular inspections are recorded as per company practices
• Maintenance and repair activities are documented
• Documents are kept for future use

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 Learning Outcome Summary
LO1. PLAN MAINTENANCE ACTIVITIES

ASSESSMENT CRITERIA:

• Different types of maintenance are explained and identified

• Maintenance work schedule is prepared in accordance with
machine/equipment operating time/condition
• Work instructions are prepared according to machine’s manual
established by enterprise procedures
• Training resources are identified and classified
• Concerned department/personnel are informed on the schedule of
work according to standard operating procedure

CONTENTS:

• The Quality management Cycle (QMC)

• QMC in the Maintenance Program
• Proper Utilization of Equipment and Tools

CONDITIONS:

Participants must be provided with the following:

• Maintenance program flow chart
• Quality management cycle flow chart
• Sample template of checklist of training resource
• Sample template for inventory of training resources
• Sample template for requisition of instructional equipment, tools,
supplies and materials

METHODOLOGIES:

• Lecture/Presentation
• Self- paced instruction
• Group discussion

ASSESSMENT METHODS:

• Oral questioning
• Written test

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LO2 Maintain Training Equipment and Tools

ASSESSMENT CRITERIA:

• Different Types of maintenance are explained and identified

• Tools and equipment are identified according to
classification/specification and job requirements.
• Tools and equipment are tagged-out according to its condition.
• Non- functional tools and equipment are segregated and labeled
according to classification.
• Tools and equipment are maintained according to manufacturer’s
manual.
• Safety of tools and equipment are observed in accordance with
manufacturer’s instruction.
• Conditions of PPE are checked in accordance with manufacturer’s
instructions.

CONTENTS:

1. Types of Maintenance
2. Executing Regular Maintenance Activities and Routine
Servicing Repair
3. Maintenance Procedures
4. Responding to Failed or Unsafe Equipment
5. Securing of Equipment and Tools
6. Reporting of Complex Faults or Repair Requirements
7. Documenting and Reporting of Maintenance Activities

CONDITIONS:

Participants must be provided with the following:

•Sample template of equipment maintenance activities and

routine servicing repair
• Sample template of equipment inspection checklist
• Sample template of equipment checklist of identifying equipment
and tools
• Maintenance procedures
• Sample template of reporting complex faults and repair
• Sample template of documenting and reporting of maintenance
activities
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 • Equipment and tools securing standards
• Manufacturer’s Instructions/Manual

METHODOLOGIES:

• Lecture/Presentation
• Self- paced instruction
• Group discussion

ASSESSMENT METHOD:

• Oral questioning
• Written test

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LO3. IMPLEMENT HOUSEKEEPING ACTIVITIES

ASSESSMENT CRITERIA:

• Regular inspection is applied according to procedures and

standards.
• Occupational Health and Safety and 5S procedures are applied in
maintaining facilities.
• Disposal of waste and dangerous chemicals are based on
Occupational Health and Safety procedures.
• Instructional materials and supplies are secured in accordance with
manufacturer’s procedures.

CONTENTS:

• Regular inspection procedures and standards.

• Occupational Health and Safety and 5S procedures in maintaining
facilities.
• Checking of disposal of waste and dangerous chemicals.
• Securing of instructional materials and supplies in safe places

CONDITIONS:

Participants must be provided of the following:

• Copy of regular inspection procedures and standards

• Copy of Occupational Health and Safety manual and 5S procedures
• Copy of Occupational Health and Safety ,regulations, organizational
policies and other regulations
• Copy of Instructional materials and equipment securing procedures
• Sample template of waste disposal
• Blank form for waste disposal

METHODOLOGIES:

• Lecture/Presentation
• Self – paced instruction
• Group discussion

ASSESSMENT METHODS:

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 • Oral questioning
• Written test
LO4. REPORT AND DOCUMENT MAINTENANCE PROCEDURES

ASSESSMENT CRITERIA:

• Regular inspections are recorded as per company practices

• Maintenance and repair activities are documented
• Documents are kept for future use

CONTENTS:

• Reporting and Documentation Process

• Types of Documents in the Maintenance of Facilities

CONDITIONS:

Participants must be provided with the following:

• Regular inspection procedures and standards

• Organizational policies
• Procedures of keeping documents

METHODOLOGIES:

• Lecture/Presentation
• Self- paced instruction
• Group discussion

ASSESSMENT METHOD:

• Oral questioning
• Written test

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 Learning Experiences

Learning Outcome 1

PLAN MAINTENANCE ACTIVITIES

Learning Activities Special Instructions

Read Information Sheet No.

5.1-1 on the Maintenance
Program
Compare answers to Self- check Key
Answer learning evaluation on Answer
Maintenance Program

Perform Task Sheet No. 5.1-1

Preparing Equipment
Maintenance Schedule.
Compare answer with sample template
Answer learning evaluation on for Equipment Maintenance Schedule
preparing Equipment
Maintenance Schedule.

Perform Task Sheet No. 5.1-2

on preparing Maintenance
Inspection Checklist
Compare answer with sample template
Answer learning evaluation on for Maintenance Inspection Checklist
preparing Maintenance
Inspection Checklist.

Learning Experiences
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Learning Outcome No.2

Maintain Training Equipment and Tools

Read Information Sheet

No.5.2-1 on Types of
Maintenance.
Compare answers to Self- check Key
Answer learning evaluation on Answer
Types of Maintenance

Perform Task Sheet No. 5.2-1

Preparing Tag Out Bill

Answer learning evaluation on Compare your work to sample template

Preparing Tag Out Bill for Tag Out Bill.

Perform Task Sheet No. 5.2-2

Preparing Equipment Record
w/ Code & Drawing List

Answer learning evaluation on Compare your work to sample template

Preparing Equipment Record for Equipment Record w/ Code &
w/ Code & Drawing List Drawing.

Perform Task Sheet No. 5.1-1

Preparing Equipment
Maintenance Schedule (Refer
to LO1)

Answer learning evaluation Compare your work to sample template

Preparing Equipment for Equipment Maintenance Schedule.
Maintenance Schedule

Perform Task Sheet No. 5.1-2

Preparing Maintenance
Inspection Checklist (Refer to
LO1)

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 Compare your work to sample template
Answer learning evaluation on for Maintenance Inspection Checklist.
Maintenance Inspection
Checklist

Perform Task Sheet No. 5.2-3

Preparing Inspection Report Compare your work to sample template
for Inspection Report.
Answer learning evaluation on
Inspection Report

Perform Task Sheet No. 5.2-4

Preparing Work Request Compare your work to sample template
for Work Request.
Answer learning evaluation on
Work Request

Perform Task Sheet No. 5.2-5

Preparing Breakdown/Repair Compare your work to sample template
Report for Breakdown/Repair Report.

Answer learning evaluation on

Breakdown/Repair Report

Perform Task Sheet No. 5.2-6

Preparing Salvage Report Compare your work to sample template
for Salvage Report.
Answer learning evaluation on
Salvage Report

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 LEARNING EXPERIENCES

Learning Outcome No.3

IMPLEMENT HOUSEKEEPING ACTIVITIES

Learning Activities Special Instructions

Read Information Sheet No.

5.3-1 on 5S Housekeeping
System
Compare your answers to Self- check
Answer learning evaluation on key answer.
5 S Housekeeping System

Perform Task Sheet No. 5.3.1

Preparing Housekeeping
Schedule.
Compare your Housekeeping Schedule
Answer learning evaluation on to sample template.
Preparing Housekeeping
Schedule.

Perform Task Sheet No. 5.3-2

on Preparing Housekeeping
Checklist
Compare your answers to Sample
Answer learning evaluation on template
Preparing Housekeeping
Checklist

Read Information Sheet No.

5.3-2 on Occupational Health
and Safety
Compare your answers to Self-check
Answer learning evaluation on key answer.
Occupational Health and
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Safety

Read Information Sheet No. Compare your answers to Self-check

5.3-3 on Waste Management. key answer

Answer learning evaluation on

Waste Management.

Perform Task Sheet No. 5.3-3

on Preparing Waste
Segregation list
.
Compare your Waste Segregation list to
Answer learning evaluation on Sample template.
Preparing Waste Segregation
list
.

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 LEARNING EXPERIENCES

Learning Outcome No.4

DOCUMENT MAINTENANCE INSPECTION

Read Information Sheet No. 5.4-

1 on Reporting and
Documentation Process
Compare answers to Self-check answer
Answer learning evaluation on key.
Reporting and Documenting
Process

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INFORMATION SHEET NO.5.1-1

MAINTENANCE PROGRAM

Learning Objectives: After reading this INFORMATION

SHEET, YOU MUST be able to understand the Quality
Management Cycle ( QMC), Maintenance programming and
scheduling.

Contents:
• The Quality management Cycle (QMC)
• QMC in the Maintenance Program
• Proper Utilization of Equipment and Tools

DEFINITION OF TERMS

Maintenance Program- is a comprehensive list of

maintenance and its incidents. This would include all
maintenance activities to be undertaken , manpower needed,
maintenance methods to be used, all the materials and
supplies needed for the maintenance and cost involved in the
maintenance.

Maintenance Schedule- Is a list allocating specific

maintenance of an area. Equipment and tools to a specific
period. The maintenance schedule is just a part of the
maintenance program.

A. The Quality Management Cycle (QMC)

In preparing the maintenance program, It would be best if we

will adhere to the Quality Management Cycle.

Quality management- is a method for ensuring that all the

activities necessary to design, develop and implement a
product or service are effective with respect to the system and
its performance.
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The following diagram is the Shewhart cycle (PDCA) for
quality improvements. Made popular by Dr. Deming.

The Quality Management Cycle(delete)

PLAN
= PLAN

DO = IMPLEMENT

CHECK = ASSESS/CORREC
T

ACT = SUSTAIN

The philosophy is to keep improving the quality of an

organization. It is defined by the four key steps:

• Plan: Design and revised business process components to

improve results.
• Do: Implement the plan and measure its performance
• Check: Assess the measurements and report the results
to decisions makers
• Act: Decides on changes needed to improve the process.

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 The consolidation phase enables the organization to take
stock of what has been taking place and to ensure made to
processes that require documentation (both to allow processes
to be repeatable and to facilitate recognition of the
achievement of some form of quality standard).

B. QMC IN THE MAINTENANCE PROGRAM

The philosophy of the Quality Management Cycle can be

applied in the Maintenance Program of an organization. The
first step of the Quality Management cycle in maintenance is
to Plan by preparing all the details of the maintenance
program. Then DO, wherein the organization implements the
methods and strategies of maintenance based on the
maintenance schedule. Then CHECK , here the organization
regular inspects equipment to determine if the required
maintenance procedures are conducted .Finally ACT, here the
organization acts on the result of the inspection conducted

1. Plan. Here in this stage an organization must be able to prepare a

good maintenance program which will define the standards for Best
Management Practices. The maintenance program must clearly
answer the question on WHY,WHO,WHAT,WHEN, WHERE and HOW.

WHO
WHY

WHAT
How Facilities Maintenance

WHERE
WHEN

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Why Maintain?

1. General Objective:

To maintain the optimum condition of physical facilities at acceptable

levels and minimum cost to satisfy the expected demands of TVET
programs and activities.

2. Specific Objectives:

• To extend the useful life of physical facilities

• To assure the operational readiness of installed equipment
and maximum possible return on investments.
• To properly discard hazardous wastes
• To ensure the safety of personnel using the facilities, physical
properties and the environment.

What can we gain from maintaining our facilities?

• Ensured SAFE environment

• Improve MORALE of human resources
• Reduced operational COST
• Increased PRODUCTION
• Prolonged LIFE facilities
• Prompt DELIVERY of services/ product

WHO?

• Who will manage the activities?

• Who will monitor and evaluate the operations?
• Who will prepare the maintenance schedule?
• Who will implement the program?
• Who will keep the records?
• Who will conduct inspection?
• Who will certify and accept the work?
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 • Who will prepare the report?

Functional Chart of Technical Support Services

In- charge of inventory,

Plans, directs. Monitors data base, procurement
and evaluates team and reporting, FINANCIAL
operation. MANAGEMENT AND
AVAILABILITY

Team Manager

Administrative Officer

Area Head Area Head Area Head

(Structures& (Equipment & Service Vehicles) (Ecology)
Grounds)

Building/s Tools and

Equipment

Electrical
Formulates, Schedules,
Service Vehicles Supervises/implements and inspect all unit
of activities
Water/Plumbing

Communication

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What, Where, When?

• What routine actions must be done to keep the device on

working order?

• Where is the maintenance activity to be carried out?

• When do you perform the maintenance activities?

How to maintain?

The question on how do we implement the maintenance program

will center on the 5Ms are as follows:

• Manpower
• Money (Financial Resources)
• Methods and System
• Machines (Facilities)
• Materials and Supplies

2. DO. Here in this stage the organization through the clearly

identified Maintenance Program, must be able to practice the
Methods and System defined in order to meet the standards
(measurable performance levels of maintenance execution)
established.

5S

Maintenance Methods and

System

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Preventive Maintenance
Corrective Maintenance

Overall, the combination of standards, methods and strategies are

elements of an integrated Planted Maintenance System.

SAMPLE EQUIPMENT MAINTENANCE SCHEDULE

In order to perform the maintenance of specific equipment, a Maintenance

Schedule is drawn to guide the personnel in the proper methods system .
One best source of the list of the maintenance activities of an equipment
is its manufacturer’s manual, In the absence of it, the plan can be derived
from the known maintenance methods of the equipment.

Below is the sample Equipment Maintenance Schedule For Desktop

Computer in the Practical Work area/ Computer Laboratory of a Training
Center for PC Operations. You may see that that this maintenance
schedule is for a specific equipment only, denoted by unique property
code.

SAMPLE TEMPLATE NO. 2 EQUIPMENT MAINTENANCE

SCHEDULE

EQUIPMENT TYPE Desktop Computer

EQUIPMENT CODE Computer 1
LOCATION Practical Work Area / Computer Laboratory
Schedule for the Month of_____________
ACTIVITI MANPOW
Dai Eve Wee Eve Mont Remarks
ES ER
ly ry kly ry hly
Oth 15th
er Day
Day
1. Clean
computers IT x
and Personnel
printers

2.Check
computer IT X
for viruses Personnel
3. Clean
computer IT x
peripherals Personnel

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4. Check
electric IT x
and Personnel
computer
connectio
ns
5.Turn off
unit when IT x
not in use Personnel
or at the
end of the
day.

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 3. CHECK. To determine if the maintenance program is implemented
according to what is planned, an assessment must be done. The
result of the assessment will then be recorded and recorded to the
proper authorities for the immediate action.

Regular inspections are conducted to assure that the maintenance

activities are done on the date and time it was planned and that the
performance levels adhered to the defined standard.

SAMPLE EQUIPMENT INSPECTION CHECKLIST

Below is a sample Maintenance Inspection Checklist. You may note that

this checklist pertains to the same equipment with the Maintenance
Schedule (see sample). This checklist will confirm if the maintenance
activities have been performed in order to prolong the life of this
particular equipment. The Inspection items are stated in a question form
as these serve as the criteria or standards of maintenance.

Sample Template No. 3 : MAINTENANCE INSPECTION CHECKLIST

Equipment Type : Desktop Computer

Property Code :
Number : Computer 1 / 1001A
Location : Practical Work Area / Computer
Laboratory

YES NO INSPECTION ITEMS

√ 1. Are the peripherals (keyboard, mouse, etc.)
returned to their proper places?
√ 2. Is the computer unit turned off when not in use?
√ 3. Is the computer unit in good working condition?
√ 4. Is the equipment arranged for the purpose of
safety and ease in maintenance?
√ 5. Is the auto- voltage regulator (AVR) and/or UPS
turned off when not in use√√?
√ 6. Is the computer unit free from any virus.?

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 4. ACT. The inspection will allow the organization to determine if the
standards of maintenance are met. This will also allow the
identification of further improvement in the process and procedures.
Hence, the results of the inspection must be properly documented
and reported to the proper authorities for immediate action or
correction needed.

C. PROPER UTILIZATION OF EQUIPMENT AND TOOLS

The proper use of the training tools and equipment is the first and
foremost task in the maintenance. The proper use of tools and equipment
is a very important task of the worker in any trade. They must be able to
use them in accordance to the manufacturer’s manuals as this would
evidently extend the life of the equipment and tools.

USER’S MANUAL: For the Safe and Proper Operation of an Equipment

or Tools.

When using equipment and simple tools, it is best to read the

manufacturer’s and
/or user’s manuals. This would indicate the part of the equipment, the
functions of each part and the way to maintain it. We must always refer to
it for reference. The user’s manuals must be kept handy and within the
Quality Control Area where the equipment is kept for immediate
reference.

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TASK SHEET NO. 5.1-1

Module Title: Maintaining Training Facilities

Learning Outcome: Prepare Schedule of Maintenance

Task: Prepare an Equipment Maintenance Schedule

Learning Objectives:

After reading the Information Sheet No. 5.1-1, Using the Blank Template,
YOU MUST be able to prepare EQUIPMENT MAINTENANCE SCHEDULE of
the particular equipment in your workplace.

Time Allotment: 30 mins.

Materials and equipment needed:

1. Template #1
2. Sample template # 1
3. TR/CBC
4. Inventory of Tools and Equipment
5. Laptop/PC

Procedures:

1. Prepare all your reference materials and laptop/PC

2. Identify only one type of equipment from the Inventory of Tools and
Equipment.
3. Fill up all items in Template #1.
4. Tick the schedule corresponding to each given activity.
5. Call your facilitator who will guide you and check your work after doing
this activity.

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 Performance Criteria Checklist

CRITERIA Ye No
s
Trainees were oriented about the task
Materials and equipment are provided
Safety of tools and equipment were observed in accordance
with the manufacturer’s instruction
PPE condition was checked in accordance with the
manufacturer’s instruction
The performance of the trainees were evaluated based on
Performance Criteria
Feedback to trainees was provided.

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TASK SHEET NO. 5.1-2

Module Title: Maintaining Training Facilities

Learning Outcome: Prepare Schedule of Maintenance

Task: Prepare Maintenance Inspection Checklist

Learning Objectives:

After reading the information Sheet No. 5.1-2, YOU MUST be able to
Prepare an inspection Checklist on the same equipment you have chosen
in Task Sheet No. 5.1-1.

Time Allotment: 30 mins.

Materials and equipment needed:

1 Template #2
2 Sample template #2
3 TR/CBC
4 Inventory of Tools and Equipment
5 Laptop/PC

Procedures:

1. Prepare all your reference materials and laptop/PC

2. Identify the same equipment you have chosen in Task Sheet No.
5.1-1.
3. Fill up all items in Template #2.
4. Tick the box corresponding to each given inspection items.
5. Call your facilitator who will guide you and check your work after
doing this activity.

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 Performance Criteria Checklist

CRITERIA Ye No
s
Trainees were oriented about the task.
Materials and equipment were provided.
Safety of tools and equipment were observed in accordance
with the manufacturer’s instruction.
PPE condition was checked in accordance with the
manufacturer’s instruction.
The performance of the trainees was evaluated based on
Performance Criteria.
Feedback to trainees was provided.

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 SELF-CHECK On Learning Outcome 1

Directions: Choose a best answer for each number.

1. It is a comprehensive list of maintenance and its incidence.

a. Maintenance Schedule
b. Maintenance Program
c. None of the above

2. What can we gain from maintaining our facilities?

a. Improve morale of human resources
b. Reduced operation cost
c. All of the above

3. The philosophy to keep improving the quality of an organization is

defined by four keys:

a. Plan, Do, Act and Check

b. Plan, Do, Check and Act
c. None of the above

4. The best reference for the proper use and maintenance of an

equipment is the:
a. Maintenance program
b. User’s or Manufacture’s manuals
c. Inspection checklist

5. The question on how do we implement the maintenance program

will center on the 5Ms which include:
a. Manpower, Money (Financial Resources), Methods and Systems
b. Machines (Facilities), Mechanical, Money
c. None of the above
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 Answer Key

Model Answer to Self- check On Learning Outcome 2

1. b. Maintenance Program
2. c. All of the above
3. b. Plan, Do, Check and Act
4. a. Manpower, Money.(Financial Resources), Methods and Systems
5. b. User’s or Manufacturer’s Manuals

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INFORMATION SHEET NO. 5.2-1

Types of Maintenance

Learning Objectives:

After reading this INFORMATION SHEET, YOU MUST be able understand

the different types of maintenance and maintenance program to be used
in your workplace/area, and be able to implement and carry out
Maintenance system in your prospective areas / workplace.

Contents:
Types of maintenance
Tag-Out Bill

The principal objectives of maintenance can be clearly defined as follows:

1. To extend the useful life of assets (i.e. every part of the site,
building and contents).
2. To assure the optimum availability of installed equipment for
protection (or service) and obtain the maximum possible return
of investment.
3. To ensure operational readiness of all equipment required for
emergency use.
4. To ensure the safety of personnel using facilities.

DEFINITION OF TERMS:

Maintenance - work that is done regularly to keep equipmen ,building

and grounds in good condition and working order.

A. Planned Maintenance – Work activities are performed as

scheduled/ expected. Work is based- on pre- conceived/ planned
activities.
Sample: Changing of oil of car engine, this is controlled by
two factors a). mileage, b). time or whichever comes first.

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 1. Preventive Maintenance - Maintenance performed to PREVENT or
FIND failures BEFORE they develop into a breakdown.
• Time- Based Maintenance – based on calendar days or
running hours or usage. (Inspection, cleaning, lubrication,
programmed replacement and repairs). Example: Change
oil every months or every 5,000 km.
• Conditioned- Based Maintenance – visual monitoring
and condition monitoring technique (temperature,
hydraulic fluid wear, surface condition, crack, leaks,
vibration, corrosion/erosion, electric insulation, etc.)
1. Predictive Maintenance – Maintenance performed at a
predetermined periods when the maintenance activity is most
cost effective and before the equipment fails.
2. Corrective Maintenance - Maintenance performed to
CORRECT or REPAIR a failure.
• Controlled Maintenance – Condition
improvement/enhancement of equipment.
Example: Engine overhaul. Also referred to as Proactive
Maintenance – maintenance performed to stabilize the
reliability of machines or equipment.
• Breakdown Maintenance – Repair done when the
equipment fails while in operation. Also referred to as
Reactive Maintenance – maintenance performed as a
reaction to failure.

B. Unplanned Maintenance – Maintenance performed unexpectedly.

B.1. Emergency – maintenance performed to put the item on
hand IMMEDIATELY to avoid serious consequences, i.e. Loss of
production, disrupted schedule, extensive damage to assets, idle
workers or for safety reasons

Example: A hacksaw blade breaks-up during operation, this is

an unplanted situation, what you need to do is buy new blade
and replace it.

DIAGRAM 1

Types of Maintenance

MAINTENANCE

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 PLANNED UNPLANNED

Preventive Predictive Corrective Emergency

Condition- Breakdow
Time-Based Controlled
Based n
Tag – Out Bill:

A system of documents being applied to warn or let you know whether

something in your workplace should either be operated with extra care or
left alone.

Purposes of Tag-Out Bill

1. To provide a procedure to prevent the improper operation of a

component, piece of equipment a system, or portion of a system
that is isolated or in an abnormal condition.
2. To provide a procedure in operating an instrument that is
unreliable or not in normal operation condition.
3. To provide separate procedures when accomplishing certain
planned maintenance system.

Tag – Out Bill on:

Corrective Maintenance
An equipment must be tagged – out if you are working on one that must
have its power supply working on the equipment.

Preventive Maintenance
Power switches should be tagged-out when the technical manual of the
equipment directs you secure the electrical power.

Tag-out Documents
• Tag out Logs
• Caution Tags
• Danger Tags
• Out of – Calibration Labels
• Out of – Commission Labels

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Equipment Tag-out Procedures

1. Post Danger Tags, Caution Tags and instrument Out-of

Commission Tags/out-of Calibration labels following authorized
procedures.
2. Do not remove or break posted safety tags without proper
authorization.
Tag-out activity should be supported by properly accomplished
document.

Example of Tag Out Bill

SAMPLE TEMPLATE 3: TAG-OUT BILL

DANGER/CAUTION TAG-OUT INDEX AND RECORD AUDITS

LOG DATE TYPE DESCRIPTION DATE
SERIA ISSUE ( Danger/Cauti (System Components, Test COMPLET
L D on) reference ,etc. ED
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 01 1/2/10 Danger Power switch under repair 1/10/10
02 2/24/1 Warning Transformer perimeter fence 3/3/10
0 warning signs installation
03 6/5/10 Caution On-going grinding activity 6/5/10

Prepared by: Approved:

______________________ ______
______________
Trainer
Supervisor

Tag-out activity should be supported by properly accomplished document

shown above.
I. PREVENTIVE MAINTENANCE

Preventive Maintenance of Machines / Facilities

Coverage:

• Structure and Surroundings

• Included services
• Tools and Equipment
• Vehicles

Preventive Maintenance of Materials and Supplies

• Office
• Training

Sample Template 4 : OPERATION OF EQUIPMENT

Equipment Desktop Computer

Type
Equipment Computer 1
Code
Location Practical Work Area / Computer Laboratory
Operation Procedures :

1. Check power cords and cables. Check connections.

2. Turn on AVR/UPS and then turn on the computer.
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 3. Use the computer properly.
4. Scan the computer and any removable devices regularly.
5. Properly shut down the computer when not in use.
6. Turn off the AVR/UPS after shutting down the computer.
7. Return the mouse and keyboard to their proper place after use.

SAFETY

• The freedom from danger, injury or damage.

• According to Japanese Standard, an addition to 5S is Safety, thus 5S
will become 5S + 1
Ways to learn and understand SAFETY

• Accidental Experiences. Experiences which were caused by

accidents.
• Safety Education. A means of developing awareness of the dangers
inherent in a situation, thus enabling the learner to avoid or
minimize corresponding injuries.

SAFETY PRECAUTIONS

Concerning People

• When working, wear appropriate protective clothing.

• Make sure that the safety hat is worn properly.
• Do not wear the gloves when operating equipment except when any
part thereof is hot.
• Never remove safety devices or safety covers from equipment.
• Be careful of high voltages. Never touch switches with wet hands.
• When repairing power lines, turn off the main power supply first.
• Should an accident occur, it should be reported immediately to the
proper authority no matter how trivial.

Concerning Facilities

• Facilities must be adequately illuminated, clean neat and dry.

• Keep the area organized so that there are no obstacle lying around
on the floor.

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 • The equipment and the floor are around the equipment must be free
from dust and any chipping.
• Workbenches must be strong and sturdy, and their surfaces treated
with non-skid materials.

TIPS IN PREPARING A CHECKLIST

1. Keep it simple – one page per checklist.
2. Follow a logical sequence.
3. Use bullet enumerated points, if relevant.
4. Consider the 5WH.
5. Avoid making assumptions.
6. From each item in your checklist, other items will naturally originate
from it.

SAMPLE TEMPLATE 5: EQUIPMENT RECORD W/ CODE AND

DRAWING LIST

EQUIPMENT RECORD W/ CODE AND DRAWING

N Locatio Eqpt. Qnt Descriptio PO Drawin

Title
o. n No. y n No. g Ref.
1 M 04 G 1001 3 Pipeline Welrs 10200 02 1020
Booster Pumps Ltd. GO E
Pump Size/Type
OK Serial
No.
A11556-001
B11556-002
2 M04 G 1002 2 Motor Brook 10200 02 1021
Crompton GO E
Frame:
280th

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SAMPLE TEMPLATE OF EQUIPMENT MAINTENANCE SHEDULE
(Refer to LO1)

SAMPLE TEMPLATE OF EQUIPMENT INSPECTION CHECKLIST

(Refer to LO1)

What can we gain from maintaining our facilities?

• Ensured SAFE environment

• Improved MORALE of human resources
• Reduced operational COST
• Increased PRODUCTION
• Prolonged LIFE of facilities
• Prompt DELIVERY of services/products

Prevention of
Prevention of
failures, damages.
damage to the
environment

PLANET
Prevention of
accidents (to save
PROPERTIES
lives and limbs)
PEOPLE

SAMPLE TEMPLATE 6 : INSPECTION REPORT

Area / : Practical Work Area / Computer

Section Laboratory
In-Charge : IT Personnel (Name)
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 PROGRESS /
FACILITY TYPE INCIDENT ACTION TAKEN
REMARKS
Printer – HP Overheating Sent to HP Cannot be
Deskjet 695C service center repaired; replace
for repair printer
Monitor of PC Black out Sent to Cannot be
No. 1 computer repaired; replace
technician monitor
Monitor of PC Static screen Sent to Buy monitor
No. 2 computer parts and
technician replace
damaged parts
Monitor of PC Half screen Sent to Buy monitor
No. 3 visibility computer parts and
technician replace
damaged parts

Reported by: Date

Signature Over Printed

Name

SAMPLE TEMPLATE 7 : WORK REQUEST

WORK REQUEST
Unit Description:
No.
Compressor, instrumentation air, No. 1
5-20
Observation:
V-BELTS WORN Date Reported:

Aug. 15, 2010

Should be replaced Reported by:

Tonet

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Activity: Date completed:

Sign:
Spare parts used:

SAMPLE TEMPLATE 8 : BREAKDOWN / REPAIR REPORT

Area / : Practical Work Area / Computer

Section Laboratory

I : IT Personnel (Name)

NATURE OF
FACILITY TYPE RECOMMENDATION
BREAKDOWN
Printer – HP Deskjet Overheating Sent to HP service
695C center for repair

Reported by: Date

Signature Over Printed

Name

Sample Template 9 : SALVAGE REPORT

Area / : Practical Work Area / Computer

Section Laboratory
Area / : IT Personnel (Name)
Section

FACILITY TYPE PART ID RECOMMENDATION

Floor Model – High Ink Cartridge Store as back-up
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Speed Color Printer cartridge for other floor
model printer

Reported by: Date

Signature Over Printed

Name

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TASK SHEET NO. 5.2-1 On Learning Outcome 4

Module Title: Maintaining Training Facilities

Learning Outcome: Maintain Training Equipment and Tools

Task Title: Prepare Tag-out Bill

Learning Objective:

Given Tag-out Bill documents, materials, equipment and procedures, you

must be able to prepare Tag-out Bill using blank template No. 3.

Time Allotment: 30 mins.

Materials and equipment needed:

1. Template #3
2. Sample template #3
3. TR/CBC
4. Inventory of Tools and Equipment
5. Laptop/PC
6. Bond paper, ball pen and pencil
7. Tag-out Bill documents and procedures

Steps/Procedures:

1. Prepare all your reference materials and laptop/PC

2. Identify a piece of equipment (you have chosen in task sheet no.
5.1-1) with improper operation of equipment of a component or a
portion of system that is isolated or in abnormal operation.
3. Write the name of equipment or system components description in
column 4 ”Description”.
4. Fill up all other items in Blank template #3.
5. Call your facilitator who will guide you and check your work after
doing this activity.

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 Performance Criteria Checklist

CRITERIA Ye No
s
Did the trainer prepare the needed tools and equipment for the
task?
Was there a full utilization of work areas/resources?
Was the safety of tools and equipment observed in accordance
with the manufacturer’s instruction?
Is PPE condition checked in accordance with the manufacturer’s
instruction?
Did the trainer monitor the activities?

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TASK SHEET NO. 5.2-2 On Learning Outcome 4

Module Title: Maintaining Training Facilities

Learning Outcome: Maintain Training Equipment and Tools

Task: Prepare an Equipment Record with Code and Drawing

Learning Objectives:

After reading the Information Sheet No. 5.2-1, using the Blank Template 5,
YOU MUST be able to prepare Equipment Record w/ Code and Drawing.

Time Allotment:

Materials and equipment needed:

1. Template 5
2. Sample template 5
3. TR/CBC
4. Invoice/Acceptance Report
5. Previous inventory report (if available)
6. Laptop/PC
7. Ballpen
8. Any Manual/Instruction for Recording (if available)

Procedures:

1. Prepare all your reference materials and laptop/PC

2. Fill up all items in Template 5.
3. Observe safety of tools and equipment.
4. Call your facilitator who will guide you and check your work after
doing this activity.

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 Performance Criteria Checklist

CRITERIA Ye No
s
The trainer prepares the needed tools and equipment for the
task.
All needed forms and documents were provided.
Safety of tools and equipment was observed in accordance with
the manufacturer’s instruction.
PPE condition was checked in accordance with the
manufacturer’s instruction.
The trainer monitors the activities.

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TASK SHEET NO. 5.1-1 On Learning Outcome 4 – Equipment
Maintenance Schedule
(Refer to LO1)

TASK SHEET NO. 5.1-2 On Learning Outcome 4 – Maintenance

Inspection Checklist
(Refer to LO1)

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TASK SHEET NO. 5.2-3 on Learning Outcome No.4

Module Title: Maintaining Training Facilities

Learning Outcome: Maintain Training Equipment and Tools

Task: Prepare an Inspection Report

Learning Objectives:

After reading the Information Sheet No. 5.2-1, using the Blank Template 5,
YOU MUST be able to prepare Inspection Report based on the
Maintenance Inspection Checklist result.

Time Allotment:

Materials and equipment needed:

1. Template 6
2. Sample template 6
3. TR/CBC
4. Maintenance Inspection Checklist
5. Laptop/PC
6. Ballpen
7. Any Maintenance Inspection Manual/Instruction (if available)

Procedures:

1. Prepare all your reference materials and laptop/PC.

2. Fill up all items in Template 6 based on the Maintenance
Inspection Checklist result.
3. Segregate and label inspected equipment.
4. Call your facilitator who will guide you and check your work
after doing this activity.

Performance Criteria Checklist

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 CRITERIA Ye No
s
Full utilization of facilities and resources.
All needed forms for the task were provided.
Safety of tools and equipment was observed in accordance with
the manufacturer’s instruction.
PPE condition was checked in accordance with the
manufacturer’s instruction.
All needed manufacturer and instruction manual were provided.

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TASK SHEET NO. 5.2-4 On Learning Outcome 5

Module Title: Maintaining Training Facilities

Learning Outcome: Maintain Training Equipment and Tools

Task: Prepare a Work Request

Learning Objectives:

After reading the Information Sheet No. 5.2-1, using the Blank Template 7,
YOU MUST be able to prepare Work Request based on the Inspection
Report or Breakdown/Repair Report.

Time Allotment:

Materials and equipment needed:

1. Template 7
2. Sample template 7
3. TR/CBC
4. Inspection Report or Breakdown/Repair Report
5. Laptop/PC
6. Ballpen

Procedures:

1. Prepare all your reference materials and laptop/PC.

2. Fill up all items in Template 7 based on the Inspection
Report or Breakdown/Repair Report.
3. Identify damaged equipment and tools.
4. Indicate the damage/problem of the equipment/tools.
5. Recommend possible solution.
6. Call your facilitator who will guide you and check your
work after doing this activity.

Performance Criteria Checklist

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 CRITERIA Ye No
s
Trainer oriented student about the task.
All needed forms for the task were provided.
Safety of tools and equipment was observed in accordance with
the manufacturer’s instruction.
PPE condition was checked in accordance with the
manufacturer’s instruction.
All needed manufacturer and instruction manual were provided.
Full utilization of facilities and resources.

TASK SHEET NO. 5.2-5 On Learning Outcome 5

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Module Title: Maintaining Training Facilities

Learning Outcome: Maintain Training Equipment and Tools

Task: Prepare a Breakdown/Repair Report

Learning Objectives:

After reading the Information Sheet No. 5.2-1, using the Blank Template 8,
YOU MUST be able to prepare Breakdown/Repair Report.

Time Allotment:

Materials and equipment needed:

1. Template 8
2. Sample template 8
3. TR/CBC
4. Equipment Record
5. Laptop/PC
6. Ballpen

Procedures:

1. Prepare all your reference materials and laptop/PC.

2. Fill up all items in Template 8.
3. Identify the damaged tools/equipment.
4. Identify the nature of breakdown of the equipment.
5. Recommend possible solution.
6. Call your facilitator who will guide you and check your
work after doing this activity.

Performance Criteria Checklist

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 CRITERIA Ye No
s
Did the trainer prepare the needed equipment for the task?
Is the condition of PPE checked in accordance with the
manufacturer’s instruction?
Is the safety of tools and equipment observed in accordance
with the manufacturer’s instruction?
Did the trainer provide feedback to trainees?
Was there a manufacturer and instruction manual provided?

TASK SHEET NO. 5.2-6

Module Title: Maintaining Training Facilities

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Learning Outcome: Maintain Training Equipment and Tools

Task: Prepare Salvage Report

Learning Objectives:

After reading the information Sheet No. 5.2-1, YOU MUST be able to
prepare a Salvage Report on the same equipment you have chosen.

Time Allotment: 30 mins.

Materials and equipment needed:

1. Template # 9
2. Sample template #9
3. TR/CBC
4. Inventory of Tools and Equipment
5. Laptop/PC
6. Pencil/Pen
7. Manual of Procedures

Procedures:

1. Prepare all your reference materials and laptop/PC

2. Identify the same equipment you have chosen. Indicate the
Property Number.
3. Fill up all items in Template #9.
4. Tick the box corresponding to each given inspection items.
5. Call your facilitator who will guide you and check your work
after doing this activity.

Performance Criteria Checklist

CRITERIA Ye No
s
Appropriate forms and records were provided.
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The condition of PPE was checked in accordance with the
manufacturer’s instruction.
The safety of tools and equipment were observed in accordance
with the manufacturer’s instruction.
Feedback was provided to trainees.
Activities were monitored.

SELF-CHECK On Learning Outcome 2

Directions: Identify the term described by the sentence.

Write your answer on the blank before the number.

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 ____________1. Work that is done regularly to keep equipment,
building and grounds in good condition.
____________ 2. Work activities are performed as schedule/
expected. Work is based- on pre-conceived/planned activities.
____________ 3. Maintenance performed unexpectedly.
____________ 4. Maintenance performed at a predetermined
periods when the maintenance activity is most cost effective
and before the equipment fails.
____________ 5. Condition improvement/enhancement of
equipment.
____________ 6. Repair done when the equipment fails while in
operation.
____________ 7. A system of documents being applied to warm
or let you know whether something in your workplace should
either be operated with extra care or left alone.
____________ 8. Based on calendar days or running hours or
usage (Inspection, cleaning, lubrication, programmed
replacements and repairs).
____________ 9. Visual monitoring and condition monitoring
technique (temperature, hydraulic fluid, wear, surface
condition, crack, leaks, vibration, corrosion/erosion, electric
insulation etc.).
____________ 10. Maintenance performed to PREVENT or FINDS
failures BEFORE they develop into a breakdown.

Answer Key
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Model answer to Self-check on Learning Outcome 4

1. Maintenance
2. Planned Maintenance
3. Unplanned Maintenance
4. Predictive Maintenance
5. Controlled Maintenance
6. Breakdown Maintenance
7. Tag-Out Bill
8. Timed-Based Maintenance
9. Condition- Based- Maintenance
10. Preventive Maintenance

INFORMATION SHEET NO. 5.3-1

THE 5S HOUSEKEEPING SYSTEM

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Learning objectives: After reading this INFORMATION SHEET, YOU
MUST be able to understand the application of 5S Housekeeping
system your workplace.

5S is a reference to five Japanese words that described

standardized cleanup:

Definition of Terms:

5S – is a systematize approach to organize work areas, keep rules

and standards and maintain the discipline needed to do a good
job; 5S is a reference to five Japanese words that described
standardized cleanup:

5S means good housekeeping and workplace organization.

Seiri
(Sort)
Shitsuke
(Self-Discipline)

Seiton
(Systematize) 5S Seiketsu
(Sanitize)

Seiso
(Sweep)

SEIRI (SORT)
• TIDINESS, ORGANIZATION,
• Taking out and disposing of unnecessary items.
• Unneeded items are thrown away or disposed.
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 • Refers to the practice of sorting and through all the toiols, materials,
etc., in the work area and keeping only essential items. Everything
else stored or discarded. The leads to fewer hazards and less clutter
to interfere with productive work.
• Note that…. Things that clutter the workplace that are not needed
should be taken out. They usually occupy space and restrict physical
movement. Further , this condition has a psychological effect that
usually clutters one’ attitude.

SEITON (Systematize )
• ORDERLINESS. Focuses on the need for orderly work place .Tools,
equipment, and materials must be systematically arranged for
the easiest and most efficient access.
• Arrangement/organization of necessary items in good order for
use.
• Items in the work place are arranged for ease of access and
repeated use.
• Assign a place for everything. The most often used item should
be nearest and ergonomically situated, meaning – there should
be little effort required in accessing, using and returning the
equipment , tools and parts, even documents. There must be a
place for everything, and everything must be in place.

SEISO (SWEEP)
• CLEANLINESS; Cleaning of the work place.
• Cleaning even if things are NOT DIRTY. A regular cleaning schedule
prevents things from having change to get dirty.
• Indicates the needs to keep the work place clean as well as neat.
Cleaning in Japanese companies is a daily activity. At the end of
each shift, the work area I cleaned up and everything restored to its
place.

SEIKETSU ((Standardize)
• STANDARDS: Maintaining the workplace in high standard
housekeeping.
• Allows for control and consistency. Basic housekeeping standard
apply everywhere in the facility. Everyone knows exactly what his
or her responsibilities are. Housekeeping duties are part of regular
work routines.
• PREPARE a Housekeeping Standard check list. Checklist should be
very detailed and stringent. Remember that thoroughness is a
requirement of EXCELLENCE.

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 • EVALUATE workstation according to the Housekeeping Standard
Checklist.
• IMPLEMENT a periodic clean – up schedule; and an award and
sanction scheme.

Tips in Preparing A Checklist

1. Keep it simple – one page per checklist

2. Follow a logical sequence
3. Use bullet enumerated points, if relevant
4. Avoid making assumptions
5. From each item in your checklist, other items will
naturally originate from it.

SHITSUKE (Self-Discipline)

• SUSTAINING DISCIPLINE .Doing things spontaneously without

having to be told.
• “ teach by doing “ .
• It is good discipline to leave the workplace cleaner than when it is
found.
• Refers to maintaining standards and keeping the facility in safe
and efficient order day after day, year after year.

Safety as defined may be the freedom from danger injury or damage.

According to Japan standard, a new addition to the 5S is safety, hence it
will become 5S + 1. Still part of the housekeeping system, safety
becomes an important task to be perform.

SAFETY PRECAUTIONS
These are general safety precaution concerning people and facilities.
Although these may vary depending on the trade which they are in.

Concerning People
• When working wear appropriate clothing.
• Make sure that the safety hat is worn properly.
• Do not wear gloves when operating equipment except hen any part
thereof is hot.
• Never remove safety devices or safety cover from equipment.
• Be careful of high voltages. Never touch switches with wet hands.

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 •When repairing power lines turn off the main power supply first.
•Should an accident occur, it should be reported immediately to
proper authority no matter how trivia.
Concerning Facilities
• Facilities must be adequately illuminated, clear neat and dry.
• Keep the ate organized so there are no obstacles lying around the
floor.
• The equipment and the floor area round the equipment must be free
from dust and any chipping.
• Workbenches must be strong and sturdy, and their surfaces treated
with non-skid materials.

Facilities to be considered for housekeeping activities:

• Quality Control Area
• Assessment Area
• Practical Work Area
• Learning Resource Center
• Computer Laboratory
• Contextual Area
• Support Area
• Trainers Area
• Distance Learning Area

Sample Housekeeping Schedule

Below is a sample template for a Housekeeping Schedule pertaining to the

cleanliness and orderliness of a particular Section/Area of a CBT facilities –
Practical Work Area or Computer Laboratory.

The frequency with which you carry out housekeeping duties may vary
according to the task some activities may need to be done daily, some
weekly, some monthly, some annually, depending on your particular
circumstances. For instance, if you are located in a high crime area, you
may wish to carry out physical security checks more often than if you
were situate elsewhere.

Sample Template 10 : HOUSEKEEPING SCHEDULE

Sector Information and Communications Technology

Qualification PC Operation NCII
Section/Area Practical Work Area / Computer Laboratory

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 MANPOW Schedule for the Month of ________________
ACTIVITIES
ER I 2 3 4 5 6 7 8 9
1 1 1 1 1 1
0 1 2 3 4 5
1. Clean
Utility
computers and χ χ χ χ χ χ χ χ χ χ χ χ χ χ χ
Personnel
printers
2. Clean
Utility
computer tables χ χ χ χ χ χ χ χ
Personnel
and chairs
3. Arran
Utility
ge table and χ χ χ χ χ χ χ χ χ χ χ χ χ χ χ
Personnel
chairs
4. Clean Utility
floor χ χ χ χ χ χ χ χ χ χ χ χ χ χ χ
Personnel
5. Clean
Utility
walls and χ
Personnel
windows
6. Dispo Utility
se waste χ χ χ χ χ χ χ χ χ χ χ χ χ χ χ
Personnel

To be included:
• Training equipment
• LCD projector
• Projector screen
• Audio visual
• Computer set
• Air conditioning
• Water dispenser
• Support equipment
• Fax machine
• Photo copier
• Telephone

Sample Housekeeping Inspection Checklist

An inspection checklist would help you to maintain and standardize the

housekeeping procedures in the workplace. This checklist will give you the
standards or criteria on how to implement the housekeeping schedule.
This shall serve also as reminder to all concerned in the upkeep of the
cleanliness and orderliness of the work area.

Below is a simple Housekeeping Inspection Checklist of the Practical work

Are/Computer Laboratory. The inspection items are your criteria when
doing your inspection. These are stated in a form of a question
answerable by Yes or No to determine if the criteria was met.
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You may notice that the inspection items are related to the activities that
you have identified in the Housekeeping Schedule. However, you can
derived as many inspection items or criteria for inspection on every
activity that you have stated in your Housekeeping Schedule. Hence, you
need to write them for conciseness and completeness.

Sample Template 11 : HOUSEKEEPING INSPECTION

CHECKLIST

Section/Area: Practical work Area , Computer Laboratory

In- Charge:

YES NO INSPECTION ITEMS

1. Are the peripherals (keyboard, mouse, etc.)

returned to their proper places?

2. Are the walls, ceiling, floor and other furniture

and fixtures well clean and in other?

3. Is the computer unit in working condition?

4. Are all areas well lighted and ventilated?

5. Is the equipment arranged for the purpose of

safety and ease in maintenance?
6. Are the equipment well clean, in order and
arranged for safety and maintenance?
7. Are the tables and chairs properly arranged
according to the floor layout?
8. Is the computer unit free from any virus?

Inspected by: Date:

SECURITY POLICIES AND PROCEDURES

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The word ‘ Security” in the general usage is synonymous with “ safety “
but as technical term “ security “ means that something not only is
secure but that it has been secured. Part of a good housekeeping program
is the stress on security in the work area and of the tools and equipment.
Here are some security policies and procedures that we may apply in the
workplace.

Physical Property
Keep your premises physically secure. Always ensure you know who in the
building. Prevent visitors casually wandering into your premises. If
appropriate , fit an alarm, lock valuable asset (e.g. laptops, ,mobiles and
the servers) in a secure room. Try to keep items out of direct public view.

Education

Let everyone know what is expected of them. Make sure they know the
value of the information they handle and are aware of any procedures you
have developed to combat threats. Make sure people know what their
responsibilities are.

Access control

If you run a multi-user computer system, use the appropriate access

control software to keep unauthorized persons away from information
held on your computer systems. Make sure everyone who needs access
has their own ID and password and ensure they can only access what they
need in order to do their job.

Clear desks

Establish a practice of clearing desks at the end of each day. This need
not be a complex process simply ensure that staff have lockable drawers
or cupboards in which to place their work, and make sure these are locked
and the keys removed.

Destruction

If you have sensitive information which you wouldn’t want to fall into the
wrong hands, destroy any copies you don’t need. ,if you have a lot of
paper copies, modern shredders provide an inexpensive and effective
solution. Some organizations use specialists destruction companies; this is
normally only necessary if you have a lot of highly sensitive material.

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TASK SHEET NO. 5.3-1

Module Title: Maintaining Training Facilities

Learning Outcome: Implement Housekeeping Activities

Task: Prepare a Housekeeping Schedule

Learning Objectives:

After reading the Information Sheet No. 5.3-1, Using the Blank Template,
YOU MUST be able to prepare a Housekeeping Schedule for a chosen
area/areas.

Time Allotment: 30 mins.

Materials and equipment needed:

1. Template # 10
2. Sample template #10
3. TR/CBC
4. Inventory of Tools and Equipment
5. Laptop/PC
6. Pencil/Pen
7. Bond Paper
8. Manual of Procedures
9. Schedule of Activities of the School/Center
10. Calendar

Procedures:

1. Prepare all your reference materials and laptop/PC

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 2. Identify the area or location you have chosen.
3. Fill up all items in Template #10.
4. Tick the box corresponding to each given inspection area.
5. Call your facilitator who will guide you and check your work after
doing this activity.

Performance Criteria Checklist

CRITERIA Ye No
s
Did the trainer prepare the needed materials/equipment for the
task?
Was there a full utilization of work areas/resources?
Is the safety of tools and equipment observed in accordance
with the manufacturer’s instruction?
Did the trainer provide feedback to trainees?
Was there a manufacturer and instruction manual provided?

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TASK SHEET NO. 5.3-1

Module Title: Maintaining Training Facilities

Learning Outcome: Implement Housekeeping Activities

Task: Prepare a Housekeeping Checklist

Learning Objectives:

After reading the Information Sheet No. 5.3-1, using the Blank Template,
YOU MUST be able to prepare a Housekeeping Checklist for a chosen
area/areas.

Time Allotment: 30 mins.

Materials and equipment needed:

1. Template # 11
2. Sample template #11
3. TR/CBC
4. Inventory of Tools and Equipment
5. Laptop/PC
6. Pencil/Pen
7. Bond Paper
8. Manual of Procedures
9. Schedule of Activities of the School/Center

Procedures:

1. Prepare all your reference materials and laptop/PC

2. Identify the area or location you have chosen.

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 3. Fill up all items in Template #11.
4. Tick the box corresponding to each given inspection area.
5. Call your facilitator who will guide you and check your work
after doing this activity.

Performance Criteria Checklist

CRITERIA Ye No
s
Did the trainer prepare the needed materials/equipment for the
task?
Was there a full utilization of work areas/resources?
Is the safety of tools and equipment observed in accordance
with the manufacturer’s instruction?
Did the trainer provide feedback to trainees?
Was there a manufacturer and instruction manual provided?

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 SELF- CHECK On Learning Outcome No.3

Instruction: Encircle the correct answer.

1. Arrangement or organization of necessary item in good order to use.

a) Seiso/Sweep
b) Seiton,systematize
c) Seiketsu/standardize

2. Taking out and disposi9ng of unnecessary items.

a) Seiton/Systematize
b) Seiso/Sweep
c) Seiri/Sort

3. Keeping rhe workplace as well as neat.

a) Seiso/Sweep
b) Seiketsu/Standardize
c) Seiton/Systematize

4. Doing things spontaneously without being told.

a) Seiri /Sort
b) Seiton/Systematize
c) Shitsuke/Self-discipline

5. Maintaining the workplace in high standard housekeeping.

a) Shitsuke/Self-discipline
b) Seiketsu/Standardize
c) Seiton/Systematize

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 Answer Key

Model Answers to Self-Check On Learning Outcome No.3

1. b. Seiton/Systematize
2. c. Seiri/Sort
3. a. Siso/Sweep
4. c. Shitsuke/Self –discipline
5. b. Seiketsu/Standardize

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INFORMATION SHEET NO. 5.3-2

OCCUPATIONAL HEALTH and SAFETY (OH&S)

Learning Objectives: After reading this INFORMATION SHEET, YOU

MUST be able to understand the importance of Occupational Health and
Safety in your workplace.

Definition of Terms:

1. Safety – The freedom from danger, injury or damage.

2. Occupational health and safety (OH&S) – is a cross-
disciplinary area concerned with protecting the safety ,health and
welfare of people engaged in work or employment. As a secondary
effect, OHS may also protect co –workers, family members, employers,
customers, supplies, nearby communities, and other members of the
public who are impacted by the workplace environment.

Since 1950, the International Labour Organization (ILO) and the World
Health Organization (WHO have shared a common definition of
occupational health. It was adopted by the joint ILO/WHO Committee on
Occupational Health at its first session in 1950 and revised at its twelfth
session in 1995.

The definitions reads: “ Occupational health should aim at: the

promotion and maintenance of the highest degree of physical, mental and
social well-being of workers in all occupations; the prevention among
workers of departures from health caused by their working conditions; the
protection of workers in their employment from risks resulting from
factors adverse to health; the placing and maintenance of the worker in
an occupational environment adapted to his physiological and
psychological capabilities; and, to summarize, the adaptation of work to
man and each man to his job.”

The reasons for establishing good occupational safety and health

standards are frequently identified as:
• Moral-An employee should not have to risk injury at work, nor
should others associated with the work environment.

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 • Economic- Many governments realize that poor occupational
safety and health performance results in cost to state (e.g.
through social security payments to the incapacitated, cost
for medical treatment, and the lost of “employability” of the
worker). Employing organizations also sustain costs in the
event of an incident at work ( such as legal fees, fines,
compensatory damages, investigation times , lost production,
lost goodwill from the workforce, from customers and from the
wider community).
• Legal – Occupational safety and health requirements maybe
reinforced in civil law and/ or criminal law, it is accepted that
without the “ encouragement” of potential regulatory action
or litigation, many organizations would not act upon their
implied moral obligations.

Occupational health and safety specialists and technicians, also known as

safety and health practitioners or occupational health and safety
inspectors, help prevent harm to workers, , property, the environment and
general public. They promote occupational health and safety within
organizations in many ways, such as by advising management pon how to
increase worker productivity through raising morale and reducing
absenteeism, turnover, and equipment downtime while securing savings
on insurance premiums, workers compensation benefits, and litigation
expenses. ( industrial engineers, including health and safety, have similar
goals, See the section on engineers elsewhere in the Handbook.)

Occupational health and safety specialists analyze work environments and

design programs to control, eliminate, and prevent disease or injury
caused by chemical ,physical, radiological, and biological agents or
ergonomic factors that involve the impact of equipment design on a
worker’s comport or fatigue. They may conduct inspections and inform the
management of a business which areas may not be in compliance with
state and federal laws or employer policies, in order in order to gain their
support for addressing these areas. They advise management on the cost
and effectiveness of safety and health programs.

OHS in Relation to Waste Management and Disposal of Dangerous

Chemicals

Infectious waste can be divided into three primary groups. These include:

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 1. Liquid waste such as blood, other bodily fluids or culture media
which is known or suspected to be contaminated with a disease
agent.
2. Soft materials such as dressings, bandages, bedding, toweling etc.
that are saturated to the point that they are capable of releasing
blood, body fluids or other potentially infectious materials when
handled and compressed.
3. Any object commonly referred to as sharp, that has been
contaminated with blood, body fluids or other infectious agent which
could penetrate the skin or could do so if broken. Example of sharps
waste include: broken glass ,pipettes (glass and hard plastic)
,scalpel blades and lancets.

Liquid or Special waste-Determination and disposal are coordinated

by the Department of Environment Health and safety in accordance
with local, state and federal regulations. Liquid or special wastes
include but is not limited to:
• Bacteriocidal or sanitizing solutions
• Concrete and asphalt sealants
• Degreasing agents
• Floor sealers, waxes and strippe4rs
• Heating or air – conditioning treatment solutions
• Lubrication oils
• Paints, latex and oil- based
• Related paint products thinners, solvent and strippers
• Pesticide or herbicide products
• Sludge wastes, including cooling tower sludge
• Vehicles maintenance fluids
• Water treatment solutions

Radioactive Waste- Determination and disposal are coordinated by the

Radiation Safety Office in accordance with local, state and federal
regulations. Radioactive waste includes, but is not limited to:
• General laboratory refuse (e.g. , glassware, paper, etc.)
that is contaminated with radioactive materials.
• Liquid wastes which includes a radioactive material
component, and
• The remains of animals that contain radioactive materials
as a result of administration of such material for research.

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Radioactive waste is required to be labeled in accordance with procedures
established by the radiation safety office and typically exhibits the
universal radiation precaution symbol for radiation.

Hazardous or Chemical Waste- Determination and disposal are

coordinated by the Department of Environment Health and Safety in
accordance with local, state and federal regulations. Hazardous or
chemical waste includes but is not limited to any stock chemical or
chemical reagent that may inhibit one or more of the following physical
hazards.

• Corrosivity- The material has a pH , whether acidic or basic,

that will corrode steel or injure human tissue. This includes materials
with a pH less than 5 or greater than 10, regardless of strength of the
acid or base.
• Ignatibility- The material presents a significant fire hazard at
room temperature.
• Reactivity- The material reacts violently with water, forms
potentially explosive mixtures with water ,generate toxic gases, vapors
or fumes when mixed with waste, or is unstable and can undergo a
violent physical change.
• Toxicity- The materials exhibits a significant characteristic or
toxicity to human health or the environment.

GOOD OH&S PRACTICE

Disaster Plan

There should be plan in place to deal with any emergency. The nature of
emergency can vary from fire and chemical spills, and all the obvious
hazard that these present, to power and water failures that can lead to
unsafe working conditions.

Training and Providing Relevant Information

Awareness of the problems and positive approach to prevention is the key
to good OH&S practice.

Many accidents and injuries can be avoided by providing staff with

appropriate training. Up to date information regarding safe work practices,
equipment safety and chemical information should be readily available in
the workplace. Much of this information is available as poster and charts.
The benefits of this can be seen in staff morale, productivity and the

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quality of work. Other benefits can be seen in terms of reduced in
insurance premium, compensations and rehabilitation claims.

Work and Storage areas

With the safety of material in mind, work and storage areas should be
designed, constructed, and equipped to ensure that there is minimum risk
to archive material or staff. Work and storage areas must be kept free of
food and drinks, harmful contaminants, pollutants or vermin and harmful
radiation.

Exits, passageway, stairs and equipment access areas should be kept

clear of obstruction; including stored materials or materials and
equipment in use. Obstruction can be potential hazard.

Near MISS and Hazardous Incidents and Accident Investigation

Near misses and hazardous incidents are those in which no one gets hurt
and where no material or equipment is damage, but have the potential to
cause damage or harm. Step should be taken to eliminate causes as soon
as possible, and while rectifying initial problem ensures that is does not
create a danger to anyone else. Regular safety inspections of a workplace
can help to ensure that wherever possible accidents are prevented from
occurring. It is very useful to develop a safety check list that is
appropriate to the workplace.

Supervisors should be trained to understand and recognize the

occupational health and safety risk and needs in the area they are
responsible for. This will enable them to fulfill their duty in regard to
accidents are work related accidents which results in serious injury. An
incident is any non-work related fatality which occurs on work premises.
Dangerous are occurrences are occurrences which may not necessarily
result in injury but which endanger the health and safety of an employee
at a workplace, and arise from operations which are carried out in the
workplace.
Records of reports and witness statements of notifiable accidents,
incidents and dangerous occurrences will need to be preserved in the
event of future claims or litigation. There are also valuable in identifying
hazard and improvements that may still be needed to prevent further
accidents.

First Aid

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First Aid Officers are responsible for taking positive action to prevent
further injury to staff, to render fist aid treatment in accordance with their
approved training, and to keep record of treatment provided.

First Aid Officers are also responsible for ensuring that the first aid box in
their workplace is kept fully stock and accessible, and for ensuring that
the rest room or first aid room is kept in good condition.

OH&S LEGISLATION AND POLICIES

BOOK FOUR OF THE LABOR CODE OF THE PHILIPPINES pertains to the

HEALTH, SAFETY , ANDSOCIAL WELFARE of employees in the workplace.

The acts listed below have introduced significant changes to the health
and safety and social welfare benefits of all workers. Thus,relevant
provisions of these laws are included under BOOK 4 of the Labor Code.

• Republic Act No.8282 or the ‘ Social Security System Act of 1997”

• Republic Act No.8291 ‘Government Service Insurance System (GSIS)
Act of 1997”
• Republic Act No.7699 or the “Limited Portability Scheme,” Republic
Act No.7875, or the “ National Health Insurance Act 1995,”
• Republic Act No. 7742,” or the “ or the “ Pag-ibig Fund,”
• Republic Act No, 8425,”” or the ‘Social Reform and Poverty
Alleviation Act”.
These are number of policies that pertain to the occupational health and
safety of people in the workplace. These policies are promulgated by
Occupational Health and Safety Center (OHSC) under the office of the
Department of Labor and Employment. Among 5these policies are:

• National Workplace Policy cy on STD/HIV/AIDS

• Implementing Rules and Regulations on STD/HIV/AIDS
• List of Hazardous Work of Children
• Safety in the Co0nstruction Industry
• Substance/Drug Abuse
• Policy for Tuberculosis Control in the Philippines
• Department Order 47-03: Guidelines on
• SARS Prevention and Control in the Workplace.

Ways to learn and understand SAFETY

• Accidental Experience. Experience which were caused by accidents.

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 • Safety Education. A method which makes us aware of dangerous
situations
Avoid accidents or injury.

Blank space for OHS & SAFETY

Genesis 43:9

I myself will guarantee his safety; you can hold me personally

responsible for him. If I don’t bring him back to you and set him here
before you. I will bear the blame before you all my life.

OBJECTIVE OF THE OHS STANDARD

To protect working man against the dangers of injury, sickness or death

through safe and healthful working conditions, thereby assuring the
conservation of valuable manpower resources and the prevention of loss
or damage to lives and properties.

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PERSONAL RESPONSIBILITIES FOR SAFETY

• Observe all precautions related to your work.

• Report unsafe conditions or any equipment or materials you think
might be unsafe.
• Warn others of hazards.
• Report any injury or ill health.
• Wear protective clothing.
• Be safety conscious.
• Always inspect equipment and associated attachments for damage
before using.

SAFETY PRECAUTIONS

Concerning Facilities
• Facilities must be adequately illuminated, clean, neat and dry.
• Keep the area organized so that there are no obstacles lying around
the floor.
• The equipment and the floor area around the equipment must be
free from dust and any chipping.
• Workbenches must be strong and sturdy, and their surfaces treated
with non- skid materials.

Concerning people
• When working wear appropriate protective clothing properly.
• Never remove safety devices or safety covers from equipment.
• Be careful of high voltage .Never touch switches with wet hands.
• Should an accident occur, It should be reported immediately to
proper authority no matter how trivia.
INFORMATION SHEET NO. 5.3-3

WASTE MANAGEMENT

Learning Objectives: After reading this information Sheet, YOU MUST be

able to understand the importance of Waste Management

Definition of Terms

Ecological Waste Management- The proper handling of the things we

throw away in a manner that does not harm anyone or anything, be it
human, animal or the environment.

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Waste Management is the collection, transport, processing, recycling or
disposal of waste materials, usually ones produced by human activity, in
an effort to reduce their effect on human health or local aesthetics or
amenity. A sub focus in recent decades has been to reduce the effect of
waste materials on the enviro0nment and to recover resources from
them.

Waste management can involve solid, liquid or gaseous substances with

different methods and fields of expertise for each.

The waste hierarchy refers to the “3 Rs” Reduce . reuse and recycle.
Which classify waste management strategies according to their
desirability in terms of waste minimization. The waste hierarchy remains
the cornerstone of most waste minimization strategies. The aim of waste
hierarchy is to extract the maximum practical benefit from products and
to generate the minimum amount of waste.

Presidential Decree ( PD ) 1152, “ The Philippines Environment Code,”

Which took effect in 1997, provides a basis for an integrated waste
management regulation starting from waste source to methods of
disposal. PD 1152 has further mandated specific guidelines to manage
municipal wastes (solid and liquid), sanitary landfill and incineration, and
disposal sites in the Philippines.

In 1990, the Philippines Congress enacted the toxic Substances,

Hazardous and Nuclear Wastes Control Act, commonly known as Republic
Act (RA) 6969. A law designed to respond to increasing problems
associated with toxic chemicals and hazardous and nuclear wastes. RA
6969 mandates control and management of import, manufacturer.
Process, distribution, use, transport, treatment, and disposal of toxic
substances and hazardous and nuclear wastes in the country. The Act
seeks to protect public health and the environment from unreasonable
risk posed by these substances in the Philippines.

Apart from the basic policy rules and regulations of RA 6969, hazardous
waste management must also comply with the requirements of other
specific environmental laws, such as PD 934 (Pollution Control Law), PD
1586 (Environmental Impact Assessment System Law), RA 8749 (Clean Air
Act ) and RA 9003 (Ecological Solid Waste Management Act) and their
implementing rules and regulations.

Remember:

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Segregated Waste = Resources
Mixed Waste = Garbage

To reduce waste…

SEGREGATE

Compost Recycle
Biodegradable Non-
Biodegradable

SAMPLE WASTE SEGREGATION LIST

Every area in our workplace generate waste. It is part of every worker’s

responsibility to make the workplace not only clean but also sanitized and
free from any hazards. It is also the company’s task to develop a system
to identify the waste generated in the area and considers the ways of
their proper disposal. Hence, a waste segregation list must be put
together and implemented.

Below is sample Waste Segregation list of the Practical Work Area/

Computer Laboratory

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Sample Template No. 12 : WASTE SEGREGATION LIST

Section / Area Practical Work Area / Computer

Laboratory

GENERATED / WASTE SEGREGATED METHOD

ACCUMULATED
WASTE RECYCLE COMPOST DISPOSE

1. Paper /

2. Pens /

3. Diskette/Dis /
cs

SAMPLE WASTE SEGREGATION LIST

TASK SHEET NO. 5.3-3

Module Title: Maintaining Training Facilities

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Learning Outcome: Implement Housekeeping Activities

Task: Prepare a Waste Segregation List

Learning Objectives:

After reading the Information Sheet No. 5.3-3, Using the Blank Template,
YOU MUST be able to prepare a Waste Segregation List.

Time Allotment: 30 mins.

Materials and equipment needed:

1. Template # 12
2. Sample template #12
3. TR/CBC
4. Inventory of Tools and Equipment
5. Laptop/PC
6. Pencil/Pen
7. Bond Paper
8. Manual of Procedures
9. Schedule of Activities of the School/Center
10. Calendar

Procedures:

1. Prepare all your reference materials and laptop/PC

2. Identify the area or location you have chosen.
3. Fill up all items in Template #12.
4. Tick the box corresponding to each given inspection area.
5. Call your facilitator who will guide you and check your work
after doing this activity.

Performance Criteria Checklist

CRITERIA Ye No
s
Materials/equipment was prepared.
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PPE condition was checked in accordance with the
manufacturer’s instruction
Appropriate forms and records were provided.
Full utilization of areas/resources.
Manufacturer and instruction manual was provided.

SELF-CHECK On Learning Outcome 3

Instruction: Encircle the correct answer.

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 1. It is a cross- disciplinary area concerned with protecting the safety,
health and welfare of people engaged in work or employment.
a) Occupational Health and Safety
b) International Labor Organization

2. They analyze work environments and design programs to control,

eliminate, and prevent disease or injury caused by chemical,
physical, radiological, and biological agents or ergonomic factors
that involved the impact or equipment design on a worker’s comfort
or fatigue.
a) Occupational health and safety technicians
b) Occupational health and safety specialists
c) Health physicists

3. They are responsible for taking positive action to prevent further

injury to staff to render first and treatment in accordance with their
approved training, and to keep a record of treatment provided.
a) Supervisors
b) Health and safety specialists
c) First aid officers

4. This refers to the 3Rs which classify waste management strategies

according to their desirability in terms of waste minimization.
a) Waste hierarchy
b) Waste management
c) Waste Segregation

5. It is the collection, transport, processing, recycling or disposal of

waste materials usually ones produced by human activity, in an
effort to reduce their effect on human health or local aesthetics or
amenity.
a) Waste hierarchy
b) Waste management
c) Waste segregation

Answer Key

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Model Answer to Self- Check On Learning outcome 3

1. a. Occupational Health and Safety

2. b. Occupational Health and Safety specialists
3. c. First aid officers
4. Waste hierarchy
5. Waste management

INFORMATION SHEET NO. 5.4-1

REPORTING AND DOCUMENTATION PROCESS

Learning objective:

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After reading this INFORMATION SHEET , YOU MUST be able to understand
the process of reporting and documenting maintenance activities.

Definition of Terms

Planning involves the selection of objectives and the determination of

the policies, programs, and procedures to be used for the achievement of
the selected objectives.

Scheduling is a method of planning that cites specific objectives to be

accomplished in relation to time…Inherent maintenance program is the
use of schedules to delineate when specific types of maintenance are to
be performed….The major thrust of work scheduling is to improve the
efficiency of the maintenance department.

Responsibilities that are normally assigned to the maintenance

department are the health and safety of the public and employees,
minimization of downtime hours on production or building equipment,
housekeeping and keeping the general appearance of the facilities
presentable. The ultimate goal should be to optimize the use of every
maintenance dollar spent in achieving the assigned mission.

Reports that lead to the identification of work pertains to how a

maintenance department determines requirements for craft labor hours….
The various methods of identifying work are:

• complaints
• emergency service calls
• foreman’s inspection
• manufacturer and safety standards
• periodic maintenance
• inspection by craftsmen
• an inspection group
• formalized planning

Periodic maintenance is preferred over preventive maintenance

because a comprehensive program encompasses maintenance operations
that go beyond the prevention of equipment breakdown. Properly
planned, a periodic maintenance program can effectively identified who,
what, when, where, why, and how specific repetitive operations are to be
performed . . . expand a system to schedule repetitive inspection and

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maintenance of building equipment, utility distribution systems, janitorial
services, groundskeeping and gardening activities, and the painting of
buildings.

A specific work order is prepared to accomplish each of these types of

periodic maintenance system. Where several kinds of maintenance are
required for a given item, a separate schedule is established for each
operation. For example, a machine tool may have separate schedules for
lubrication, electrical checks, mechanical checks, and tolerance checks.
For each of these activities, a separate work order is generated at the
prescribed time and distributed to the appropriate craft skill.

A historical record is a basic component of any maintenance system.

“All maintenance and repair activity of an equipment item should be
reported for inclusion in an historical record. A single record that
contains the complete maintenance history of the item, including
preventive maintenance, breakdown, repair, and rebuild data should be
maintained.

The minimal information required to establish a record in a system

should consist of the following four items:

• an identification number for the piece of equipment or work activity

(What)
• the location of the maintenance work (Where)
• a determination of what operations are to be performed and how
often (Why, when, and How)
• a judgment as to what craft skills is required to perform the
operation (Who)

Inspection would involved periodic inspection of equipment to insure

safe and proper operation, assuring that periodic maintenance is
performed, control of the quality of the work accomplished by
maintenance craftsmen ,inspection of materials and parts received from
vendors, and examination of items removed during repair or overhaul
operations to determine the feasibility of repair.

Maintenance would consist of the lubricating, adjusting, and routine

replacement usually classified as preventive maintenance. It would also
include work necessary to restore equipment to operation on a quick-fix
basis in the event of a breakdown.

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Repair would consist of replacing parts to restore a piece of equipment to
full operating condition, and to alleviate undesirable conditions found
during periodic maintenance or breakdown.

Overhaul would involve the reconditioning of equipment: teardown,

replacement, reassembly, and testing.

Construction and rehabilitation would consist of building, modifying,

and restoring structures.

Housekeeping would cover those janitorial and groundskeeping

activities necessary to provide clean and orderly facilities an d grounds.

Salvage would involve the reclamation and disposition of surplus material

and scrap.

Organizing in a maintenance department is the grouping of activities

necessary to achieve the mission of the department and the assignment
of each group to supervisor.

In its purest form, organization by operation would consist of separate

group ( or individual ) for inspection, maintenance, repair, overhaul,
construction, housekeeping and salvage.

Examples of Building Equipment

Building equipment which are scheduled for periodic maintenance are:

1. Heating, ventilating, and air conditioning system :

• Air handling fans and motors
• Condensing unit – pumps and fan motor
• Hot water boilers
• Boiler pumps and motors
• Air filters
• Water circulation pumps and motors

2. Domestic water system:

• Hot water boilers
• Hot water circulation pumps and motors
• Chilled drinking water system pumps and motors
• Urinal flushing system

3. Fire protection and safety system:

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 • Emergency lighting system
• Fire detection devices and alarms

4. Internal transport systems:

• Elevators
• Escalators
• Dumbwaiters
• Compressed air door system pumps and motors

5. Electrical distribution systems:

• Lighting and ballasts
• Panels and breakers
• Transformer

Rationale in Reporting and Documentation

The reason for the reporting and documentation process is to collect data
that can be used to optimized efficiency and enable cost- effective
decisions and actions. For quality, a Documented Procedures Manual in
the Reporting and Maintenance of Facilities, is suggested.

Reporting Process

Based on the inspection report, undertake the following:

1. Analyze inspection report;

2. Investigate condition of facilities based on the inspection
report and in conformance with the standard;
3. Prepare repair improvement schedule to correct malfunctions
and damage ((if any);
4. Install continues maintenance on facilities.

Documentation Process

1. Collecting data shall be the first job to be accomplished.

2. Data collected shall be used as reference for technical information
or as a basis to structure the equipment and facilities inventory.
3. The inventory shall be used as one of the bases in planning the
maintenance of equipment and facilities as well as in documenting
of procedures.

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Types of Documents in the Maintenance of Facilities

1. Equipment and Facilities Inventory. This can also be called

construction or engineering documents which shows:

o Comprehensive list of equipment/facilities with corresponding

number and description
o Functional relations between equipment/areas housed by each
building
o Geographical position/location of equipment and facilities
(includes shop layout and vicinity maps)

2. Technical Documentation. Any document useful for

maintenance.

o Mechanical, electrical, architectural, plumbing and equipment

plans
o List of components and spare parts of each equipment
o Parts and functions of areas housed in each building including
ducting, if any.
o Equipment user manuals with details of the functions,
operations, etc.
o Work and repair manuals for each equipment or any
document explaining how it can be repaired
o Maintenance manuals

Equipment and Facilities History

• Information on life of equipment (date of installation/construction,

repairs/replacements, refurbishment, etc.)
• Information in cost of equipment and construction/improvement of
facilities (considering also the cost of repairs whether major or
minor)

Monitoring, Recording and Reporting

1. The Trainer shall maintain and keep a complete set of the following
documents for each equipment and facility:

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 • Inventory
• Technical information, and
• Operation and maintenance manuals

2. The following records shall also be maintained and filed in complete

sets:

• Inspection record
• Breakdown record, and
• Repair and maintenance record

3. Records shall be arranged according to:

• Number of breakdowns
• Maintenance cost
• Repair and maintenance details, and
• Material consumption

4. All other information concerning equipment and facilities

effectiveness interventions shall be recorded accordingly.
5. All information concerning any operation intervention shall be
recorded for monitoring and reporting purposes.
6. Then information necessary for the documentation of works shall be
as follows:

• Maintenance listing
• Manpower utilization
• Work backlog
• Material cost
• Cost analysis

Storing Documents

1. Available documents must be kept-up-to-date

2. Each document must have a title and a control internal number
3. The list shall mention where certain documents are, considering that
not all documents are always in the maintenance division (location
and responsible personnel

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 SELF-CHECK On Learning Outcome 5

Directions: Choose a best answer for each number.

1. The ultimate goal of the maintenance department would

include
(a) Optimized the used of every peso spent in achieving
the assign tasks/mission.
(b)The health and safety of the public and employees
(c) Housekeeping and keeping general appearance of the
facilities presentable
2. A historical record
(a) Is the same as a work order
(b)Should contain all maintenance and repair activity of an
equipment item
(c) Can be disposed of as soon as the work required is
accomplished
3. Inspection would involve
(a) Periodic inspection of equipment for insure safe and
proper operation
(b) Control of the quality of work accomplished by
maintenance craftsmen
(c) All of the above
4. Maintenance would consists of the following except:
(a) Lubricating, adjusting, and replacement usually
classified as preventive maintenance
(b)Replacing parts to restore a piece of equipment to full
operating condition
(c) Work necessary to restore equipment to operation on
quick-fix basis in the event of breakdown.
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 5. Building equipment which are scheduled for periodic
maintenance includes, among others, HVAC System, Fire and
Safety Systems, except
(a) Internal transport systems
(b)Domestic water system
(c) External electrical system

Model Answer to Self- Check

1. (a) optimize the use of every peso spent in achieving the assigned
tasks/mission
2. (b) should contain all maintenance and repair activity of the
equipment item.
3. (c) All of the above.
4. (b) replacing parts to restore a piece of equipment to full operating
condition.
5. (c) External electrical system

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Blank Template 1 :

EQUIPMENT MAINTENANCE SCHEDULE

Equipment Type :
Property Code / Number :
Location :
Schedule for the Month of _________________
Responsi Daily Ever Week Every Monthl Remarks
ACTIVITIE y ly 15th y
ble
S person othe Day
r
Day

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Prepared by: Noted:

_____________________ _________________
Trainer Supervisor

Blank Template 2:

MAINTENANCE INSPECTION CHECKLIST

Equipment Type :
Property Code / :
Number
Location :
In - Charge :

YE NO INSPECTION
S ITEMS

Are the equipment peripherals returned to their places?

Is the equipment unit turned off when not in
used?
Is the equipment in good working conditions?
Is the equipment unit arranged for the purpose
of safety
And ease in maintenance?
Write additional Inspection items:

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Prepared by: Noted:

_____________________ _________________
Trainer Supervisor

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Blank Template No. 3 : TAG-OUT BILL

DANGER/CAUTION TAG-OUT INDEX AND RECORD AUDITS

LOG DATE TYPE DESCRIPTION DATE
SERIA ISSUE ( Danger/Cauti (System Components, Test COMPLET
L D on) reference ,etc. ED

Prepared by: Approved:

______________________ ______
______________
Trainer
Supervisor

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Blank Template No. 4 : OPERATION OF EQUIPMENT

Equipment
Type

Equipment
Code

Location

Operation Procedures :

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Blank Template No. 5:

EQUIPMENT RECORD W/ CODE AND DRAWING

N Locatio Eqpt. Descriptio PO Drawin

Qty Title
o. n No. n No. g Ref.

Blank Template No. 6

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 INSPECTION REPORT
Inspection Report # _____

Property ID Number
Descriptive Name
Location

Findings: Recommendation:

Inspected by: Reported to:

Date : Date

Blank Template No. 7

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 WORK REQUEST
Unit Description:
No.

5-20
Observation:

Blank Template No. 8

BREAKDOWN / REPAIR REPORT

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 Breakdown / Repair Report # _____

Property ID
Number
Descriptive
Name
Location

Findings: Recommendation:

Inspected by: Reported to:

Date : Date

Assigned to : Received Assignment:

Assigned by: Assignee:

Date : Date

Subsequent Action Recommendation:

Taken:

By: Reported to:

Date : Date

Blank Template No. 9

SALVAGE REPORT
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 Salvage Report # _____

Property ID Inspection
Number Rpt. #
Descriptive
Name
Model Number Serial Date:
Number:
Location

Salvageable Parts
Descriptive Recommendatio
Part Number Quantity
Name n

Inspected by: Reported to: Approved by:

Date : Date

Blank Template No. 10

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 HOUSEKEEPING SCHEDULE

Qualificati : Station
on
Area / : Tools /
Section Eqpt.
In - : Servic
Charge es

Responsib Schedule for the Month of _________________

le Daily Every Week Every Month Remarks
ACTIVITIES other ly 15th ly
Person Day Day

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Blank Template No. 11
HOUSEKEEPING INSPECTION CHECKLIST

Qualification :
Area / Section :
In - Charge :

YES NO CRITERIA

1.
2.
3.
4.
5.
6.
7.
8.
9.
10
.
11
.
12
.
13
.
14
.
15
.

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 16
.

Blank Template No 12

WASTE SEGREGATION LIST

Qualificatio :
n
Area / :
Section
In - Charge :

GENERAL / ACCUMULATED WASTE SEGREGATION METHOD

WASTES Recycle Compose Dispose

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 NTTA- Training Methodology I Date Developed: Document No.
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 TM 1

INSTITUTIONAL COMPETENCY
ASSESSMENT INSTRUMENT
In
Maintaining Training Facilities

EVIDENCE PLAN
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PROGRAM : TM 1
Unit of Competency : Maintain Training Facilities
Ways in which evidence will be collected:

Written Test
QuestioningOral
The evidence must show that the candidate….

1. *Plan and prepares maintenance work schedule in

accordance with machine/equipment operating X X
time/condition
2. *Records regular inspection of tools, equipment, and
X
other facilities as per company practices.
3. *Documents maintenance and repair activities. X X
4. *Disseminates information with other concerned
X
department or personnel on the schedule of work.
5. *Performs housekeeping based on work requirement. X
6. Communicates effectively with others if needed in order
X X
to ensure safe and effective maintenance operation.
7. *Incorporates safety practices in line with work
X
requirements.
8. *Knows and applies regular inspection according to
X
procedures and standards.
9. *Knows and applies OH & S & 5S procedures. X
10. *Disposes waste and dangerous chemicals based
X
on OH&S procedures.
11. Identifies faults and problems in line with
X
Maintenance and repair requirements.
12. Identifies and secures tools, equipment, materials &
supplies according to job requirements and X
manufacturer’s procedures.
13. *Segregates and labels non-functional tools and
X
equipment

14. *Checks the condition of PPE. X

15. *Keeps documents for future used. X

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Note: *Critical aspects of competency

Rating Sheet for Oral Questioning / Interview

Name: ____________________________________

Module Title: Maintenance of Training Facilities

Time: 15 mins.
Rating: ______

QUESTIONS Rating
Oral Interview (open-ended questions) on Max. Actual
Point Score
the following:
1. Why we need to maintain training facilities? 25
2. As a CBT Facilitator, how do you prepare your plan 15
in the maintenance of equipment?
3. What is the rationale in reporting and 10
documenting the maintenance of facilities?

TOTAL MAX. POINTS/SCORE

ORAL QUESTIONING: Percentage Wt. 60%

Oral Q. Rating = Actual Score x 100 x 60%/Max. Score

The candidate’s Oral Questioning Rating was: ______ points

General Comments (Strengths/improvement needed)

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Competent Not Competent

Signature: Checked by:

___________________ _________________

Trainer Facilitator

WRITTEN TEST

NAME:_______________________________

Module Title: Maintaining Training Facilities

Direction: Choose the best answer for each number.

Time Duration: 15mins.
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 1. What can we gain from maintaining our facilities?
a. Improve morale of human resources
b. Reduced operation cost
c. All of the above

2. The philosophy to keep improving the quality of an

organization is defined by four keys:
a. Plan, Do, Act and Check
b. Plan, do, Check and Act
c. None of the above

3. What type of maintenance that performed unexpectedly?

a. Unplanned Maintenance
b. Planned maintenance
c. Predicted maintenance
d. Breakdown maintenance

4. It is a system of documents being applied to warm or let

you know whether something in your workplace should
either be operated with extra care or left alone.
a. Maintenance
b. Tag-out Bill
c. System Procedures
d. Warning System

5. Inspection would involve

a. Periodic inspection of equipment to insure safe and
proper operation
b. Control of the quality of work accomplished by
maintenance craftsman
c. All of the above

6. Scheduling is a method of planning that

a. Cites specific objectives to be accomplished in
relation to time.
b. Specifies the work, assignment distributed in relation
to skills.
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 c. Defines work per employee in relation to place.

7. A historical record is:

a. The same as a work order
b. Contain all maintenance and repair activity of an
equipment item.
c. Dispose as soon as the work required is
accomplished.

8. Salvage would involve

a. Overhaul or the reconditioning of equipment
b. The reclamation and disposition of surplus materials
and scrap
c. Repair to full operating condition

9. Housekeeping would cover

a. Repair or replacing parts to restore a piece of
equipment
b. Construction and rehabilitation of buildings
c. Those janitorial and grounds keeping activities

10. Periodic maintenance

a. Is the same as preventive maintenance
b. Encompasses maintenance operations that go
beyond the prevention of equipment breakdown.
c. Is the result of combining preventive maintenance
with corrective maintenance.

WRITTEN TEST: Percentage Wt. 40%

Written Test = Total Score x 100 x 40%/Max. Score

The participant’s written Test Rating was: ______ points

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FINAL RATING = Written Test + Oral Q Rating

General Comments (Strengths/improvement needed)

Competent Not Competent

Signature: Checked by:

___________________ _________________

Trainer Facilitator

References/Further Reading

Web Pages

1. www.works.com.my/cw/downloads_asap

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2.www.fda.go/Science Research/Field Science

3.www.tesda.gov.ph

Published Books

1. Heintzelman, John E. The Complete Handbook of Maintenance

Management by Prentice hall Inc., c. 1976

Unpublished Materials

1. TESDA Equipment Maintenance Management System, NITVET-FEMD,

Taguig, MM

2. TM 1 Learning Modules, TESDA, Taguig City

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