COMPETENCY BASED LEARNING

MATERIAL
COMMON COMPETENCY

SECTOR AUTOMOTIVE AND LAND

TRANSPORT
Qualification
DRIVING NC II

Unit of Competency
PERFORM SHOP MAINTENANCE

Module Title PERFORMING SHOP MAINTENANCE

Republic of the Philippines

Technical Education and Skills Development Authority
PARANAS
PARANAS SKILLS
SKILLS TRAINING
TRAINING CENTER
CENTER INC.
INC.
Purok 3-Binogho, Brgy. Buray, Paranas, Samar
Email Add: [email protected]
 HOW TO USE THIS COMPETENCY BASED LEARNING MATERIALS

Welcome to the Module “Perform Shop Maintenance”. This

module contains training materials and activities for you to complete.

This module of Title “Performing Shop Maintenance”. contains

knowledge, skills and attitudes required for the DRIVING NC II course.
You are required to go through a series of learning activities in order to
complete each of the learning outcomes of the module. In each learning
outcome there are Information Sheets, Job Sheets, Operation Sheets
and Activity Sheets. Follow these activities on your own and answer the
Self- Check at the end of each learning activity.

If you have questions, don’t hesitate to ask your teacher for

assistance.

Recognition of Prior Learning (RPL)

You may already have some or most of the knowledge and

skills covered in this module because you have:
been working for some time
already completed training in this area.

If you can demonstrate to your teacher that you are competent in a

particular skill or skills, talk to him/her about having them formally
recognized so you don’t have to do the same training again. If you have a
qualification or Certificate of Competency from previous trainings show it to
your teacher if the skills you acquired are still current and relevant to this
module, they may become part of the evidence you can present for RPL.
If you are not sure about the currency of your skills, discuss this with your
teacher.

After completing this module ask your teacher to assess your

competency. Result of your assessment will be recorded in your
competency profile. All the learning activities are designed for you to
complete at your own pace.

Inside this module you will find the activities for you to complete
followed by relevant information sheets for each learning outcome. Each
learning outcome may have more than one learning activity.

This module is prepared to help you achieve the required

competency, in receiving and relaying information. This will be the source of
information that will enable you to acquire the knowledge and skills in
performing shop maintenance independently at your own pace or with
minimum supervision or help from your teacher.
 DRIVING NC II
List of Competencies

COMMON COMPETENCIES

No. Unit of Competency Module Title Code

Perform Mensuration and Performing Mensuration and
1 ALT311202
Calculation calculation
Read, interpret and apply Reading, Interpreting and
2
specifications and manuals Applying specifications and ALT723203
manuals
Move and Position Vehicle Moving and Positioning
3 ALT723202
Vehicle
Apply Appropriate Applying Appropriate
4 ALT723201
Sealant/Adhesive Sealant/Adhesive
Use and Apply Using and Applying
5 ALT723204
Lubricant/Coolant Lubricant/Coolant
6 Perform Shop Performing Shop
ALT723205
Maintenance Maintenance
 MODULE CONTENT

UNIT OF COMPETENCY : PERFORM SHOP MAINTENANCE

MODULE TITLE : PERFORMING SHOP MAINTENANCE

MODULE DESCRIPTION:
This module deals with inspecting and cleaning of work
area including tools, equipment and facilities. Storage
and checking of tools/equipment and disposal of used
materials are also incorporated in this competency.

NOMINAL DURATION : 4 hours

QUALIFICATION LEVEL : NC II

SUMMARY OF LEARNING OUTCOMES:

Upon completion of this module the students/trainees must be able to:

LO1. Inspect/clean tools and work area

LO2. Store/arrange tools and shop equipment
LO3. Dispose wastes/used lubricants
LO4. Report damaged tools/equipment

3
 TERMINOLOGIES

Biodegradable - capable of being readily decomposed by microbial action as some

detergents.

Chemicals - substances obtained by a chemical process, prepared for use in chemical

manufacture, or used for producing chemical effect.

Chemical Reaction - occurs when substances are changed to other substances through
the breaking and formation of chemical bonds.

Disposal - shall refer to the discharge, deposit, dumping, spilling, leaking or placing of
any solid waste into or in any land.

Engine - a machine that converts heat energy into mechanical energy. A device that
burns fuel to produce mechanical power: sometimes referred to as power
plant. Produces power to move the vehicle.

Equipment - are furnishings that the technician uses in diagnosis and repair in shops.

Gasoline - a liquid blend of hydrocarbon, obtained from crude oil; used as the fuel in
most automobile engines.

Grease - lubricating oil to which thickening agents have been added.

Inventory - an itemized list or catalog of tools and equipment.

Lubricant – a substance for reducing friction such as oil or grease.

Maintenance - a labor of keeping something in a state of repair or efficiency.

OHS - (Occupational Health and Safety Practices) the safety practices and regulations
the workshop to prevent serious personal injury as well as damage of properties.

Precaution - a measure taken beforehand to ward off evil or secure good or success.

Receptacles – refer to individual containers used for the source separation and the
collection of recyclable materials.

Recyclable material – refers to any waste material retrieved that can still be converted
into suitable beneficial use or for other purposes.

Safety -protection against failure, breakage or other accident.

Solute - the component of a solution that is dissolved in another component.

Solution - a homogeneous mixture in which the components cannot be separated by

any physical means

Solvent - the component of a solution that does the dissolving.

4
Tools - are things when properly used will enable us to do the job with safety, speed,
and efficiency.

Tool Rack - a facility where the tools are displayed in proper order and labeled for easy
identification and use.

Workshop - an area found in the school or center where the learner undergoes actual
performance for the development of competency.
 Unit of PERFORM SHOP MAINTENANCE
Competenc
y
Module Title Performing Shop Maintenance

Learning Outcome No. 1. Inspect/Clean Tools and Work

Area

Assessment Criteria:

1. Cleaning solvent is properly used per workshops/tools/and

cleaning equipment and requirements.
2. Work area is checked and cleaned regularly
3. Wet surface/ spots/ stains in work area is wiped and remove

Resources:

 Auto. Mechanics 10th Edition by Crouse/Anglin

 Chemistry, Santos G.N. and Lebron G. B.

LEARNING EXPERIENCES/ACTIVITIES
Learning Outcome No. 1: Inspect/Clean Tools and Work Area
Learning Activities Special Instructions

1. Read the attached

Information sheet no. 1
ntitled Kinds, Uses, and
Properties of Cleaning
Solvents.

2. Answer Self-check no. 1  Try to answer the Self-Check

without looking at the
information sheet

3. Read the attached

Information sheet no. 2
entitled Procedures in
Cleaning Tools and Work
Area.

4. Answer Self-check no. 2  Try to answer the Self-check

without looking at the
information sheet

5. Read the attached

Information Sheet no. 3
entitled 5’S

6. Answer Self-check no. 3  Try to answer the Self-check

without looking at the
information sheet

7. Read the attached

Information sheet no. 4
entitled Safety Practices in
Handling Cleaning
Solvents.
8. Answer Self-check no. 1-4  Try to answer the Self-check
without looking at the
information sheet
 INFORMATION SHEET 1-1

Title: Kinds, Uses and Properties of Cleaning Solvents

Topic 1: Kinds of Cleaning Solvents

Solutions are homogeneous mixture of two or more components. They can be

gaseous, liquid or solid. When we speak of a solution, we usually think of a solid
dissolved in water. While water is the most common solvent, other liquids are
frequently employed as solvents for certain substances – for example wax maybe
dissolved in gasoline. The dissolved material in a solution is termed as solute (e.g.
wax) while the dissolving medium is called solvent (e.g. gasoline). However, the term
can be interchanged depending on which substance is of greater amount.

Solvent is a component of a solution that dissolves solute and is usually present

in large proportion or amount. It can be classified as polar or non-polar. Polar
solvents are solvents which dissolve/are soluble in water; while non-polar solvents
are solvents which do not dissolve/are insoluble in water.

Solvents usually used for cleaning in automotive shops are: water, gasoline,
kerosene, thinner and detergent soap.

The table below shows the kinds of cleaning solvents based on their solubility in
water.

Cleaning Solvents Solubility in Water Polar Non-polar

a. water soluble x
b. gasoline insoluble x
c. kerosene insoluble x
d. thinner insoluble x
e. detergent soap soluble x

Topic 2: Properties of Cleaning Solvents

A useful generalization much quoted is that <Like dissolves like=. More

specifically, high solubility occurs when the molecules of the solute are similar in
structure and electrical properties to the molecules of the solvent.

When there is a similarity of electrical properties; e.g. high dipole element

between solute and solvent, the solute-solvent attractions are particularly strong.
When there is dissimilarity, solute-solvent attractions are weak. For this reason, a
polar substance such as H2O usually is a good solvent for a polar substance such
as detergent soap but a poor solvent for a non-polar substance such as gasoline.
Topic 3: Uses of Cleaning Solvents

Cleaning Solvents Uses

1. Gasoline - It is used to wash oil/greasy tools/equipment.

2. Diesoline - It is used to wash oil engine, transmission and other
parts of the vehicle.
3. Kerosene - It is used to remove dust, grease oil, paint, etc.
4. Thinner - It is used to remove spilled paint on the floor, walls
and tools.
5. Soap and water - It is used to wash/clean upholstered furniture such as
seats, tables, cabinets, etc.

SELF – CHECK No. 1

Directions: Answer the following as indicated. Use answer sheet to be

provided by your teacher/trainer.

A. Identify the following:

1. Used to wash/clean upholstered furniture

such as seats, tables, cabinets, etc.

2. Used to remove dust, grease oil, paint,

etc.

3. Used to wash oil/greasy tools/equipment

4. Used to remove spilled paint on the floor,

walls, and tools

5. Used to wash oil engine, transmission

other parts of the vehicles.

B. Classify the following cleaning solvents whether Polar or Non-

Polar. Write P for Polar and NP for Non-Polar.

1. Kerosene
2. Water
3. Thinner
4. Detergent soap
5. Gasoline
 Information Sheet No. 2

Procedure in Cleaning Tools and Work Area

Topic1. Steps in Cleaning Tools

1. Wear protective clothing and goggles.

2. Gather the tools to be cleaned in the designated area for
cleaning.
3. Segregate the tools according to the kind of dirt they have.
4. Measure and pour enough amount of cleaning solvent to the
washing pan.
5. Submerge the tools in the washing pan.
6. Use paint brush to remove the dirt from the tools.
7. Get the tools from the washing pan and wipe them with rags
until dry.
8. Arrange the tools in designated rack or cabinet.
9. Clean and store all materials used for cleaning.

Topic 2 Steps in Cleaning Work Area

1. Wear protective clothing and goggles.

2. If there is dirt on the floor such as paint, used oil, grease, rust,
etc., remove it first using the appropriate cleaning solvent.
3. Wipe the floor using dry cloth.
4. Sweep the remaining dirt with a broom and collect the dirt using
dustpan.
5. Dispose the contents of the dust pan in a garbage container.
 SELF – CHECK No. 2

A.
Directions: Arrange the following steps in order and use
numbers 1-9.

Steps in Cleaning Tools

a. Submerge the tools in the washing pan.
b. Arrange the tools in designated rack or cabinet.
c. Gather the tools to be cleaned in the designated area for cleaning.
d. Get the tools from the washing pan and wipe them with rags until dry.
e. Segregate the tools according to the kind of dirt they have.
f. Clean and store all materials used for cleaning
g. Measure and pour enough amount of cleaning solvent to the
washing pan.
h. Use paint brush to remove the dirt from the tools.
i. Wear protective clothing and goggles

B.
Directions: Arrange the following steps in order and use
numbers 1-9.

a. Sweep the remaining dirt with a broom and collect the dirt using
dust pan.
b. Dispose the contents of the dust pan in a garbage container.
c. If there is dirt on the floor such as paint, used oil, grease, rust,
etc., remove it first using the appropriate cleaning solvent
d. Wipe the floor using dry cloth.
e. Wear protective clothing and goggles.
 INFORMATION SHEET No. 3

5’S

1. SEIRI ( SORT )
Remove unnecessary items and dispose them properly
 Make work easy by eliminating obstacles
 Provide no chance of being disturbed with
unnecessary items
 Prevent accumulation of unnecessary items.

2. SEITON (SYSTEMATIZE)
Arrange necessary items in good order so that they can be easily
picked for use
 Prevent loss and waste of time.
 Easy to find and pick up necessary items
 Ensure first -come-first serve basis.
 Make work flow smooth and easy.
3. SEISO (SWEEP)
Clean your workplace completely
 Easy to check abnormality
 Prevent machinery and equipment from deterioration.
 Keep workplace safe and easy to work

4. SEIKETSU (STANDARDIZE)
Maintain high standards of housekeeping and workplace
organization at all times
 Maintain cleanliness and orderliness
 Prevent mismanagement of operation
 5. SHITSUKE (SELF-DISCIPLINE)
Do things spontaneously without being told or ordered.
 Standardize good practice

SELF-CHECK No. 3

DIRECTION: Answer the following questions below:

A. Match Column A to Column B. Write only the letter of

your answer.

A B

1. Shitsuke a. sanitize
2. Seiketsu b. sort
3. Seiso c. systematized
4. Seiton d. self discipline
5. Seiri e. sweep
 INFORMATION SHEET No. 4

1.2 Occupational Health and Safety Practices in Handling Cleaning Solvents

A great percentage of eye injury and cuts results from a disregard for the
simplest of rules in handling cleaning solvents. You should never use compressed
air to clean your clothes, hands or body. The pressure could cause the cleaning
solvents and dirt particles to penetrate your skin, resulting in infection and /or blood
poisoning. Do not use compressed air to clean an object immediately after it has
been removed from a hot cleaning tank. First, rinse the cleaning solvents away with
water. Do not use carbon tetrachloride as a cleaning solution. The fumes, when
inhaled can cause serious internal injury and possibly result in death. When steam-
cleaning, place the object to be cleaned on a pallet and wear a face shield and
rubber gloves for protection against loose debris.

If a job or cleaning task requires the use of gloves, use the appropriate gloves.
Do not for instance use welding gloves when removing an object from a hot tank, or
rubber gloves when welding. If you have cut, nicked, or burned yourself, or
something has got into your eyes, report immediately to the first-aid person.

Keep all inflammable cleaning solvents in closed tin containers and whenever
possible, store them in a separate area
 SELF-CHECK No. 4

Direction: Select the best answer. Write the letter of your

choice on the answer sheet provided by your teacher or
trainer.

1. As a safety precaution, which of the following safety

devices should be worn in steam-cleaning engine
parts?

a. face shield
b. rubber gloves
c. all of the above

2. Which of the following injuries will be caused by

compressed air if used to clean clothes, hands or
body soiled with flammable cleaning solvent?

a. pimples
b. burn
c. blood poisoning

3. Which of the following solvents should not be used as

a cleaning solution for it poses hazards to health?

a. gasoline
b. carbon tetra chloride
c. kerosene

4. Which of the following should we use to keep

a flammable cleaning solvent?

a. aluminum basin
b. plastic pail
c. closed tin container
 Unit of PERFORM SHOP MAINTENANCE
Competenc
y

Module Title Performing Shop Maintenance

Learning Outcome 2 Store/Arrange Tools and Shop Equipment

Assessment Criteria:
1. Tools/ equipment are checked and stored in their
respective shelves/ location.
2. Tools and equipment are properly labeled
3. Tools are safely secured and properly recorded

Resources: Automotive Mechanics 10th Edition

LEARNING EXPERIENCES/ACTIVITIES
Learning Outcome No. 2: Store/Arrange Tools and Shop Equipment
Learning Activities Special Instructions

1. Read information sheet no.

1 entitled Types of Tools and
Equipment

2. Answer Self-check no.1  Try to answer the Self-Check

without looking at the
information sheet

3. Read information sheet no.

2 entitled Procedure in
Storing/Arranging Tools and
Equipment

4. Answer Self-check no.2  Try to answer the Self-Check

without looking at the
information sheet
5. Read information sheet no.
3 entitled Safety Measures in
Storing/Arranging of Tools and
Equipment.

6. Answer Self-check no.3  Try to answer the Self-check

without looking at the
information sheet
 INFORMATION SHEET No. 1

TYPES OF TOOLS

HAND TOOLS – a tool controlled by hand

KINDS OF TOOLS

1. STRIKING TOOL
a. Hammer – the most commonly used for striking purposes.

2. TURNING TOOLS
a. Screw Drivers – used for driving and turning screws

b. Wrenches – a long-handled tool with fused or adjustable jaws.

 Types of Wrenches

Flare nut wrench

How to use an adjustable wrench

Set of Socket wrench

Types of Torque Wrench

3. GRIPPING TOOLS
a. Pliers – tools with a pair of adjustable pivoted jaws for cutting

Various types of Gripping pliers and cutting pliers

4. CUTTING TOOLS

a. Chisel – a cutting tool with a single cutting edge

b. Hacksaw – is basically an adjustable metal frame that
holds a steel saw blade.

c. Files – used for cutting and shaping metal

d. Punches – used to knock out rivets and pairs.

e. Twist Drill – a tool for making holes.

 Power Tools/Equipment
ELECTRIC TOOLS operated by electric motor

1. ELECTRIC DRILL an electric motor driver chuck. The

chuck jaws are opened and a drill bit
inserted.

2. DRILL PRESS a vertical stationary drilling machine powered

by an electric motor.
3. BENCH GRINDER mounts on a bench or pedestal that has
two grinding wheels.

4. SOLDERING GUN a tool used to solder joints and terminal

connection.
 5. VACUUM CLEANER their uses include cleaning floors and
vehicle interiors after service work.

6. WELDING MACHINE is used to weld metal together through

application of heat or electric currents
PNEUMATIC TOOLS operated by compressed air.

1. AIR HAMMER produces, a reciprocity (back and forth) motion

to drive a hammering or cutting tool

2. AIR DRILL has an air motor that makes the tool lighter than
electric drill.
3. PNEUMATIC LIFTER is used to compress air to raise one
corner, end, or side of the car.

4. AIR COMPRESSOR it produces compressed air usually an

air tank with and electric motor that
drives a two cylinder
HYDRAULIC TOOLS

1. HYDRAULIC LIFT One type of this is floor jack, it is used to pump

the handle to increase the pressure in the
hydraulic cylinder.

2. SHOP CRANE lifts and transports heavy objects. Use in

removing the engine from the vehicle.
3. HYDRAULIC PRESS is used to apply force on bent parts straighten
them.
 SELF-CHECK No. 1

Direction: Tell whether if the following can be classified as Hand

Tools or Power Tools. Write HT if your answer is Hand Tools and
PT for Power Tools.

1. PLIER
2. DRILL PRESS
3. AIR COMPRESSOR
4. HAMMER
5. SCREW DRIVER
6. WRENCH
7. SHOP CRANE
8. ELECTRIC DRILL
9. TWIST DRILL/DRILL BIT
10. FILES
11. PUNCHES
12. VACUUM CLEANER
13. CHISEL
14. WELDING MACHINE
15. HACKSAW
16. HYDRAULIC PRESS
17. PNEUMATIC LIFTER
18. AIR DRILL
19. BENCH GRINDER
20. SOLDERING GUN

INFORMATION SHEET No. 2

Procedure of Arranging Tools and Equipment

1. Align each tool on permanent place.

2. In each place, the name of the tools is written or lettered.

3. Assign a number to each tool and this number is pointed
on its place in the racks.
 4. Paint an exact outline at the tool as it rest in its proper
place in the rack.

Methods of Storing Tools and Equipment

1. Classify the tools and equipment according to types.

2. Arrange the tools by types in the shelves/racks.

3. Place equipment in designated places or location.

SELF CHECK No. 2

I. Direction: Arrange the following procedures in order and use numbers 1-4.

A. Assign a number to each tool and this number is pointed

on its place in the racks.
B. Align each tool on permanent place.
C. Paint an exact outline at the tool as it rest in
its proper place in the rack.
D. In each place, the name of the tools
is written or lettered.

II. Direction: Arrange the following methods in order by using numbers 1-3.

A. Place equipment in designated places or location.

B. Classify the tools and equipment according to types.

C. Arrange the tools by types in the shelves/racks.

INFORMATION SHEET No. 3

Safety Measures in Storing/Arranging Tools and

Equipment

1. Check or inspect the tools for damages before you store it.
2. Apply a thin film of oil to the hand tools being stored for a
long time.
 3. A hand tools with a sharp edges should be guarded
with wood or leather.
4. To avoid loosing the tools, put it properly on their
corresponding place.
5. Make sure that the tools and equipment are clean and
in good condition before placing it in the tool panel.
6. After using the tools which are being run by electricity ,be
sure to turn it off properly to avoid accidents or damages.
7. Check if the tools that you keep are complete.

SELF-CHECK No. 3

Direction: Write True if the given statement is correct and False if it is wrong.

1. Before storing the tools, check for any damages.

2. Put a thin film of oil to the hand tools being stored for a long
time.
3. After using the tools, just leave it behind.

4. It is not important to check if the tools that you used

are complete before storing it.
5. It is very necessary to put the tools in its
corresponding place to avoid losing them.
 Unit of Competency: Perform Maintenance

Learning Outcome # 3 Dispose Waste/Used Lubricant

Assessment Criteria:

1. Containers for used lubricants are properly labeled

2. Waste/ used lubricants are disposed per Workshop Standard
Operating Procedures (SOP)

Resources: Science Books

R.A. 9003 Ecological Solid Waste Management Manual
Auto. Mechanics 10th Edition Crouse/Anglin
LEARNING EXPERIENCES/ACTIVITIES
Learning Outcome No. 3: Dispose Waste/Used Lubricant
Learning Activities Special Instructions

1. Read information sheet no.

1 entitled
Harmful Effects of Wastes

2. Answer Self-check no.1  Try to answer the Self-Check

without looking at the
information sheet
3. Read information sheet no.
2 entitled examples of
disposed waste/lubricants

4. Answer Self-check no. 2  Try to answer the Self-Check

without looking at the
information sheet

Information Sheet No. 1

1.1 Harmful Effects of Wastes

 Solid wastes materials

The following are the harmful effects of the solid waste materials if
disposed improperly in the environment

1. Clogging of public sewerage system which eventually causes flooding

2. Breeding grounds for flies, mosquitoes and other disease-
carrying insects
3. Pollution of land, water and air
4. Poor health or even death of human beings, animals and other
living things
5. Negative impression to our country.
6. Negative impact to our tourism industry.
7. Poor economy
  Used oil

It contains hydrocarbons, carbon monoxide, sludge and other

toxic materials that pose health hazards to human beings and other
living things. When inhaled or taken internally. Used oils when disposed
in the public sewerage system find their way to the river and the seas
and make the huge body of water polluted and exterminate sea
creatures. Large amount of oil pollutants in land, air and water affects
the environment.

Self-check No. 1

A. Directions: Enumerate at least seven (7) harmful effects of waste

materials. Write your answer on the answer sheet to be provided
by your trainer.

1.
2.
3.
4.
5.
6.

INFORMATION SHEET No. 2

Examples of Disposed waste/use lubricants

1. Biodegradable
 Paper
 wood
2. Non-biodegradable but recyclable
 Scrap iron
 metal chips
 plastic container
 cans
 wire
 used oil
 grease
3. Non-biodegradable and non-recyclable
 Rags
 Damaged spare parts

 Safety Measures in Disposing Waste/ Used Lubricant

1. Separate used cans, plastics and rags. It can be recycled to make

new and useful materials.

2. Do not throw used oils and grease into bodies of

water. Put it properly in a container before disposing.

3. Bring wires, scrap irons, metal spare parts and other

disposable metals to the junk shop for additional income.

SELF-CHECK No. 2

Directions: Classify the following wastes/used lubricants, write A for

biodegradable, B for non-biodegradable but recyclable and C for non bio-
degradable and non recyclable.

1 Scrap iron
2 Metal chips
3 Rags
4 Plastic container
5 Cans
6 Wires
7 Damaged spare parts
8 Paper
9 Wood
10 Used oil
11 Used grease
 Unit of PERFORM SHOP MAINTENANCE
Competenc
y

Learning Outcome # 4 Report Damages Tools/Equipment .

Assessment Criteria:
1. Complete inventory of tools/equipment is maintained
2. Damaged tools/ equipment are identified and
repair recommendation for repair is submitted
3. Reports are prepared without error and discrepancy.

Resources: Auto. Mechanics 10th Edition Crouse/Anglin

www.wikepedia.com
www.googles
LEARNING EXPERIENCES/ACTIVITIES
Learning Outcome No. 4: Report Damaged Tools/Equipment
Learning Activities Special Instructions

1. Read information sheet no. 1

entitled Maintaining Inventory
of Tools And Equipment.

2. Answer Self-check no.1  Try to answer the Self-Check

without looking at the
information sheet
3. Read information sheet no.
2 entitled Purpose of
Borrower’s Receipt

4. Answer Self-check no.4-2  Try to answer the Self-Check

without looking at the
information sheet
 INFORMATION SHEET No. 1

Title: MAINTAINING INVENTORY OF TOOLS AND EQUIPMENT

Topic 1. Why Maintain Inventory of Tools and Equipment?

The most important advice you can be given at the beginning of your
career is to purchase top-grade tools. These are made from high-quality
steel and manufactured to precision. Special care is necessary the
tools/equipment can be properly maintained thus preventing loses. Since
you, the technician must work with your tools daily, regular inventory of
tools/equipment is very important.

The initial cost of even a minimum number of tools in high but the
accompanying warranty guarantees satisfaction and many years of
service. It is better, in the long run to start with a few carefully selected
tools that will take care of your most common needs and then gradually
build-up to a complete set. It is sometimes hand to identify and memorize
the huge number of tools and equipment in the workshop, hence
maintaining the inventory record is of great value.

Topic II. INVENTORY OF TOOLS AND EQUIPMENT

Steps:

1. Secure inventory forms/memorandum receipt of tools

and equipment.

2. Study the parts of the Inventory Form.

3. Check whether the list of tools and equipment in the

memorandum receipt tallies with the existing tools and
equipment found in the workshop including their specification
and condition.

4. List down any losses and damage found during the inventory.

5. Fill out the remarks column of the inventory forms for any
losses/damages.
 6. Recommend for replacement of lost tools and equipment
and repair of damaged tools and equipment if repairable.

•SAMPLE INVENTORY FORM OF TOOLS AND EQUIPMENT•

Ite
m Quantity Unit Description Condition Remarks
No.
 SELF SHECK No. 1

A. Why is it necessary to maintain an inventory of tools and equipment?

B. Direction: Arrange the following steps in order and use numbers 1-6.

a. List down any losses and damage found during

the inventory.
b. Study the parts of the Inventory Form.
c. Recommend for replacement of lost tools and
equipment and repair of damaged tools and

equipment if repairable.
d. Check whether the list of tools and equipment in the
memorandum receipt tallies with the existing tools and equipment
found in the workshop including their specification
and condition.
e. Secure inventory forms/memorandum receipt of tools and equipment.
f. Fill out the remark’s column of the inventory forms
for any losses/damages.

INFORMATION SHEET No. 2

PURPOSE OF BORROWER’S RECEIPT

1. To avoid losing tools and equipment

2. To serve as a proof for borrowed materials and be liable to for
any damage or lose
3. To have an organization system in borrowing tools and equipment
4. To easily monitor the number of borrowed tools and equipment.
 BORROWER’S RECEIPT

Ite Date Date

m Qty Unit Description Conditions Borrowe Returne
No. d d

SELF SHECK No. 2

A. Enumerate the different purpose/usage of having a borrower’s receipt.

1.
2.
3.
4.

B. Why is it important to have a borrower’s receipt?

 ANSWER KEY

LO1

A.
1. Soap and Water
2. Kerosene
3. Gasoline
4. Thinner
5. Dieseline

B.

1. NP
2. P
3. NP
4. P
5. NP

A.
a. 5
b. 8
c. 2
d. 7
e. 3
f. 9
g. 4
h. 6
i. 1

B.
j. 4
k. 5
l. 2
m. 3
n. 1

A.

1. 1.d

2. 2.a

3. 3.e
 4. 4.c

5. 5.b

B.

1. taking out and disposing unnecessary items

2. cleaning of the workplace, including tools and equipment

3. arrangement/organization of necessary items in good order for use.

4. maintaining the workplace in high standard of housekeeping

and organization.

5. doing things spontaneously without being told.

1. c

2. c

3. b

4. c

LO 2

1. HT
2. PT
3. PT
4. HT
5. HT
6. HT
7. PT
 8. PT
9. HT
10. HT
11. HT
12. PT
13. HT
14. PT
15. HT
16. PT
17. PT
18. PT
19. PT
20. PT

I.
a.3

b.1

c.4

d.2

II.
a.3

b.1

c.2

1. True
2. True
3. False
4. False
5. True

LO3

1. clogging public sewerage

2. breeding growth for disease carrying insects
3. pollution of land, water and air
4. poor health or even death of human beings, animals and other living things

1. B 6. B 11. B
2. B 7. C
 3. C 8. A
4. B 9. A
5. B 10. B

LO 4

A.
Maintaining an inventory of tools and equipment is important because
as a technician, you cannot work completely if your tools and equipment
are not properly maintained. Aside form the fact that losing or damaging
tools are considered a huge hindrance in preparing your work, replacing
them is more expensive than maintaining their quality and quantity.

1. To avoid loosing tools and equipment

2. To serve as a proof for borrowed materials and be liable to for
any damage or lose
3. To have an organize system in borrowing tools and equipment
4. To easily monitor the number of borrowed tools and equipment.

B.

Borrower’s receipt is an important form because it is being used to make sure that the tools
are properly taken care of, in which the borrower and the owner can be both protected from
any liabilities to whatever may happen in accordance to the rules and regulations of handling
tools and equipment.
 ACKNOWLEDGMENT

Copyright Department of Education 2008

First Published JUNE 2008

This draft was prepared at the Competency-Based Learning Materials

Development Workshop conducted at the Marikina Hotel, Marikina City on
February 18-22, 2008.

This learning instrument was developed by the following personnel:

Technology Teachers:

 GEORGE CALLANTA
Don A. Roces, Sr. Science Technology High School-Quezon City
 ROBERT S. DOMINGO
A.F.G.Bernardino Memorial Trade School-Lias, Marilao, Bulacan
 JOHN DIEGO
Isabela SAT
 LINO OLIT
Calapan, Community V.H.S.
 ROMEO IBLOGUIN
E.Rodriguez V.H.S.
 NELSON SENEDO
Tagum National High School

Academic Teacher:

 BELEN TADO
Tagum National High School

This work was produced with funding provided by the Department of

Education.

REFERENCES AND FURTHER READING:

1. Auto-Mechanics 10th Edition by Crouse/Anglin

2. Chemistry, Santos G.N. and Lebron G.B.
3. Environmental Science
4. R.A. 9003 Ecological Solid Wastes Management Manual.