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Technical Education and Skills Development Authority

Region I
NCD DRIVING SCHOOL, OPC

HOW TO USE THIS COMPETENCY BASED LEARNING MODULE

Welcome to the Module in Perform shop maintenance. This


module contains training materials and activities for you to complete.
The unit of competency “Performing Shop Maintenance”
contains knowledge skills and attitudes required for Driving NC II. It is
one of the specialized modules at National Certificate level (NC II).
You are required to go through a series of learning activities in
order to complete each outcome of the module. In each learning
outcome are Information Sheets, Job Sheets. Follow these activities on
your own and answer the self check, perform the procedural checklist
at the end of each learning outcome. You may remove a blank answer
sheet at the end of each module (or get one from your
facilitator/trainer) to write your answer for each self-check. If you
have questions, don’t hesitate to ask your facilitator for assistance.
Recognition of Prior Learning (RPL)
You may already have some of the most of the knowledge and
skills covered in this learner’s guide because you have:
 been working for some time
 Already completed training in this area
If you can demonstrate to your trainer that you are already
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 training, show it to your trainer. If the skill you acquired is
still current and relevant to the unit/s of competency they may
become part of the evidence you may present to RPL. If you are not
sure about the currency of your skills, discuss with your trainer.
At the end of this module is a Learner’s Diary. Use this diary to
record important date, jobs undertaken and other workplace events
that will assist you in providing further details to your trainer or
assessor. A Record of Achievement is also provided for your trainer to
complete once you complete the module.
This module was prepared to help you achieve the required
competency, in Performing shop maintenance. This will be the source
of information for you to acquire knowledge and skill into this
particular trade independently and at your own pace, with minimum
supervision or help from your instructor.
 Talk to your trainer and agree on how you will both
organize the Training of this unit. Read through the
module carefully. It is divided into sections, which cover
all the skills and knowledge you need to successfully
complete this module.
Technical Education and Skills Development Authority
Region I
NCD DRIVING SCHOOL, OPC
 Work through all the information and complete the
activities in each section. Read information sheets and job
sheets and complete the self check and perform the
procedural checklist. Suggested references are included to
supplement the materials 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.
 Your trainer will tell you about the important things you
need to consider when you are completing activities and it
is important that you listen and take notes.
 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.
 Talk to more experience workmates and ask for their
guidance.
 Use the self-check questions at the end of each section to
test your own progress.
 When you are ready, ask your trainer to watch you
perform the activities outline in this module.
 As you work through the activities, ask for written
feedback on your progress. Your trainer keeps
feedback/pre assessment reports for this reason. When
you have successfully completed each element, ask your
trainer to mark on the reports that you are ready for
assessment.
When you have completed this module (or several modules), and feel
confident that you have had sufficient practice, your trainer will
arrange an appointment with registered assessor to assess you. The
result of your assessment will be recorded in your Competency
Achievement Record.
Technical Education and Skills Development Authority
Region I
NCD DRIVING SCHOOL, OPC
DRIVING NCII
118 Hours

COMMON COMPETENCIES
Contents of this Competency – Based Learning Materials

No

. Unit of Competency Module Title Code

Apply appropriate Applying appropriate


1 ALT723201
sealant/adhesive sealant/adhesive

Move and position Moving and position


2 ALT723202
vehicle vehicle

Performing
Perform mensuration
3 mensuration and ALT311202
and calculation
calculation

Reading, interpreting
Read, interpret and
and applying
4 apply specifications ALT723203
specifications and
and manuals
manuals

Use and apply Using and applying


5 ALT723204
lubricant/coolant lubricant/coolant

Perform shop Performing shop


6 ALT723205
maintenance maintenance
Technical Education and Skills Development Authority
Region I
NCD DRIVING SCHOOL, OPC
MODULE CONTENT
DRIVING NC II

UNIT OF COMPETENCY : PERFORM SHOP MAINTENANCE

MODULE TITLE : PERFORMING SHOP MAINTENANCE

MODULE DESCRIPTION: This module covers inspecting, cleaning,


arranging and storing tools and shop
equipment, including disposal of waste and
used lubricant and reporting of damaged tools
and equipment in the shop.

NOMINAL DURATION : 4 hours

CERTIFICATE LEVEL : NC II

PREREQUISITE : none

SUMMARY OF LEARNING OUTCOMES:

Upon completion of this module, the trainee/student must be able to:

LO 1. Inspect and clean tools, equipment and the work area.

LO 2. Store/arrange tools and shop equipment.

LO 3. Dispose waste and used lubricants.

LO 4. Report damaged tools and equipment.


Technical Education and Skills Development Authority
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LO1. INSPECT AND CLEAN TOOLS, EQUIPMENT AND WORK AREA

Assessment
Assessment/Criteria Contents Conditions Methodologies
Methods
1. Tools, equipment and 1. Workshop 1. Open workshop/ 1. Lecture 1. Direct
the work area inspected policy and garage Observation
and cleaned, free from Service
dust, grease and other procedures 2. well ventilated
substances. enclosed work and
office area
2. Cleaning solvent used 2. Types and 2. Demonstration 2. Practical
as per workshop usage of 3. Wash area and
cleaning requirements is cleaning mess hall
observed chemicals
4.Cleaning
3. Work area is checked 3. Safe handling chemicals 3. Self-paced 3. Interview
and cleaned. of equipment instruction
and tools 5.Inventory of
4. Wet surface or spot in equipment and tools 4. Dual Training 4. Written
the work area is kept examination
dry. 6. Rugs

7.Containers for
used oils

8. Vehicle

9. Oiler

Learning Experiences / Activities


Learning Outcome # 1
INSPECT AND CLEAN TOOLS, EQUIPMENT, AND WORK AREA
Learning Activities Special Instructions

 Read Information sheet 1.1 -1 This Learning Outcome deals with the
development of the Institutional
Workshop policies Competency Evaluation Tool which
 Answer Self-Check 1. 1 -1 trainers use in evaluating their trainees
after finishing a competency of the
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Region I
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Workshop policies qualification.
 Compare answer to Answer Go through the learning activities
key 1.1 -1 outlined for you on the left column to
Workshop policies gain the necessary information or
knowledge before doing the tasks to
 Read Information Sheet 1.1 -2 practice on performing the requirements
Types and usage of cleaning of the evaluation tool.
chemicals
The output of this LO is a complete
 Answer Self-Check 1.1 -2 Institutional Competency Evaluation
Types and usage of cleaning Package for one Competency of
chemicals DRIVING NCII. Your output shall serve
as one of your portfolio for yo
 Compare answer to Answer PERFORMING SHOP MAINTENANCE
Key 1.1 -2 ur Institutional Competency Evaluation
Types and usage of cleaning for
Feel free to show your outputs to your
chemicals trainer as you accomplish them for
 Read Information sheet 1.1 -3 guidance and evaluation.
Safe handling of equipment
and tools After doing all the activities for this LO1: .
 Answer Self-check 1.1 -3 INSPECT AND CLEAN TOOLS,
EQUIPMENT AND WORK AREA you
Safe handling of equipment
are ready to proceed to the next LO2:
and tools STORE/ARRANGE TOOLS AND SHOP
 Compare answer to Answer EQUIPMENT.
Key 1,1 -3
Safe handling of equipment
and tools

INFORMATION SHEET 6.1 -1

Workshop Policy

The workshop policy applies to all workshop. It entails awareness about legal
policies that must be put into practice. It is an understanding of all the hazards
that may exist in the workplace. Each person who works at the shop should
be required to read the policy and agrees to abide by it. This provides
important legal protections in the event of an accident. Workshop policy
includes shop safety. It is the responsibility of everyone. Safety means
protecting oneself from injury at all times. Working in the shop requires the
Technical Education and Skills Development Authority
Region I
NCD DRIVING SCHOOL, OPC
use of a large variety of tools, materials, and equipment that can injure the
worker and others in the shop if not properly used. A profitable auto shop is a
well-run auto shop; a well-run auto shop is a safe one. Automotive mechanic
uses power tools if needed, Power tools are usually electrically driven. It
means it can work in a span of minute. Therefore, this must be treated with
care and respect. Workshop policy on service procedures from the time the
customer comes in and gets out must be strictly followed so that they will be
satisfied with the work rendered to them. Workers will also benefit if is
obeyed. It means that they will work on the job order issued to them. They
should never work on any other orders unless given to them by the person in
charge so that healthy working relationship is preserved between the
company and the workers. There is also workshop policy on the use of tools,
materials and equipment. Compliance with them will create good
management of these implements. Materials like rags, petroleum products,
and water are economized; tools hammers, wrenches and screwdrivers are
taken care; and use of equipment like air compressor as substitute to electric
fan is not misused. Aside from these, use of workshop and office facilities like
fans, papers, toiletries, cleaning materials are not abused.

General Requirements of Safety in Workshop Policy


 Guidelines for safe practices.
1. During the course of working in the shop, a general service technician
moves from one area of the shop to another, moving parts and equipment
around the shop and performing varied tasks. It is important that the shop
floor be free of hazards that could cause technicians to slip or trip.
2. In a wide variety of shop tasks, waste materials are produced that can
cause dangerous situations unless the waste materials are disposed of or
stored properly.
3. Always be sure that shop exits are well-marked with an EXIT sign and are
clear of obstructions.
4. For personal safety and to help keep the shop free of hazards, always
comply with the following safety rules:
a. Work quietly and focus solely on the job at hand.
b. Do not leave creepers lay on the floor. Always stand them against the
wall, wheels outward, when not in use.
c. Do not indulge in horseplay in the shop; immature and improper behavior
can cause serious accidents.
d. Before performing a task, consider the relevant safety precautions related
to the task and formulate a prevention plan for each hazard.
 Keep the shop free of hazards.
 Use appropriate personal protective devices (clothing and equipment)
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 Handling and using materials containing potentially harmful chemicals
correctly
 Use hand tools, power tools, and equipment correctly.
e. Always wear protective clothing and equipment in any situation where it is
necessary.
 Wear protective eyewear at all times in the shop area.
 Do not wear rings, bracelets, watches, or necklaces when working
around moving machinery or electrical equipment.
 Do not put sharp objects into the pocket of work clothes. They could
cause personal injury or damage to vehicles.
 Keep hands free from oil and grease.
 Wipe off grease and other spills from the shop floor immediately, or at
least put an oil-absorbing compound over them.
5. When cleaning up flammable liquids, always dispose of the rags in a metal
container with a tight-fitting lid.
6. Do not look in the direction of another person who is welding.
7. Do not run a vehicle engine inside a closed garage unless the vehicle
exhaust is hooked up to exhaust ventilation equipment. A deadly amount of
carbon monoxide, which is present in the exhaust, can collect in a very short
time.
8. Do not smoke in any shop, except in an area designated for smoking.
9. When pumping a flammable liquid from a large container into a small one,
be sure to first attach a ground wire between both containers.

These guidelines for safety practices are practical in nature. Common sense
dictates what to do but knowing how these practices are applied will increase
awareness and ability to increase your competencies.
Technical Education and Skills Development Authority
Region I
NCD DRIVING SCHOOL, OPC

SELF CHECK 6.1 -1

1. Before performing a task, what are the three (3) to consider relevant to
safety precautions?
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NCD DRIVING SCHOOL, OPC

ANSWER KEY 6.1 -1

1. Keep the shop free of hazards.


2. Use appropriate personal protective devices (clothing and equipment)
3. Handling and using materials containing potentially harmful chemicals
correctly
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INFORMATION 6.1-2
Safe Handlin of Tools, Materials and Equipment

Safety in workshop is subject to a number of various risk assessments and


safe codes of working practices. This must be adhered to and enforced by
those in charge of the workplace. There may be risk activities in the shop by
which one must observe properly.

Handling of Tools, Materials, and Equipment.

Everyone involve in the shop should be trained in proper handling of tools,


materials, and equipment. It is necessary for you to recognize them and how
they are used.

The following information will give you insights on safe handling.

1. Service of records of all machine tools, materials and equipment must be


kept. All information must be complete and done in order.
2. All portable electrical equipment must be regularly inspected and tested for
electrical safety.
3. There must be a responsible person to take charge of the tools, materials,
and equipment before, during and after used.
4. Every worker involved must be trained according to use of work equipment
and tools.
5. Tools and equipment must be cleaned after use.
6. There must be proper uniform (apron, shirt, or apron) when working with
machine tools or other equipment especially those that have rotating spindles.
7. Precision measuring equipment, drills, etc. must be placed in their
appropriate cabinets after use.
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Handling tools, materials and equipment safely will give a better work output.
Their life cycle is prolonged. Task is accomplished easily and life is preserved.

SELF CHECK 6.1 -2

1. What are the insights on proper handling of tools, materials, and


equipment?
Technical Education and Skills Development Authority
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NCD DRIVING SCHOOL, OPC

ANSWER KEY 6.1 -2

1. Service of records of all machine tools, materials and equipment must be


kept. All information must be complete and done in order.
2. All portable electrical equipment must be regularly inspected and tested for
electrical safety.
3. There must be a responsible person to take charge of the tools, materials,
and equipment before, during and after used.
4. Every worker involved must be trained according to use of work equipment
and tools.
5. Tools and equipment must be cleaned after use.
6. There must be proper uniform (apron, shirt, or apron) when working with
machine tools or other equipment especially those that have rotating spindles.
7. Precision measuring equipment, drills, etc. must be placed in their
appropriate cabinets after use.
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NCD DRIVING SCHOOL, OPC
INFORMATION 6.1 -3

Types and usage of cleaning chemical

TYPES AND USAGE OF CLEANING CHEMICALS

Cleaning chemicals are used in taking away dirt, dust and hard to remove
grime. Cleaning products have variety of ingredients. They may be safe or
toxic depending on how they are used.
Cleaning chemicals used in automotive servicing are quite different from the
ones used in households. Even though some cleaning materials in
households can have small amount of chemicals used in automotive, it cannot
surpass the kind of cleaning materials used in automotive because of the
different types and extent of their application.
Cleaning products for use in automotive is somehow stronger than other
cleaning materials used for garments and other household purpose.

Cleaning products used in automotive are for plastics, metals, leathers,


rubbers and glasses. These types of cleaning products are hazardous and
corrosives. That is why, strict compliance with their use must be considered
seriously or else this will pose danger to the one using these and to the
environment. Cleaning products used for plastics are somehow not applicable
for use in leathers because of some ingredients that do not conform to the
latter.
The reason why they differ in types of chemicals mix in the product is the
strength of alkalinity and acidity. Strong alkalis are those that have sodium
hydroxide and are used in removing paints like paint remover. Heavy-duty
alkalis are those that contains sodium carbonate and are used in removing
greasy substance like thinner. A mild alkali is a sodium bicarbonate contained
chemicals. They are also known as baking soda used in removing oily
substance in automobile body before wash-out painting.
Aside from alkali type of cleaners, the acid base type cleaning chemicals have
at least three types.
The strong acid cleaners are highly corrosive. They are good in removing
hard deposits.
Hydrochloric acid or the well-known muriatic acid is a good example of this
type. The mild acid cleaners are good in removing rusty stains and blemish.
Anti-rust cleaners, wheels and tires dressing compound are good example of
this type, and the
soft acid cleaners are those that are used in cleaning glasses. This kind of
cleaners is available in detergent, liquid, and bar.
Lacquer thinner
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Paint remover
Turco
Some manufacturers of cleaning products are producing all-purpose cleaners
that can be used either in plastic, rubber or leather. This kind of cleaning
materials are solvents that come in cream, paste or spray and can be applied
directly to the article to be cleaned.
Muriatic acid
Glass cleaner
In using any cleaning materials for automotive use, it is basic and necessary
that safety procedures must be followed. Usually, the use of appropriate hand
gloves will protect the hands from entrance of chemicals to the skin and
fingernails that may cause liver or kidney disease, skin irritation and allergy.
Respirator or dust mask is also recommended to protect the respiratory
system from inhalation of hazardous fumes.
Fumes coming from chemicals can dry the eyes. That is why goggles is
recommended in relieving the eyes from eye irritation, dryness and accidental
splash of cleaning products. All protection must be done when using
automotive cleaners to avoid risk of severe injury.
Hand gloves
Respirator
Dust mask
Safety eye goggles

SELF CHECK 6.1 -3

1.What are the three (3) types of acid base cleaning chemicals?
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ANSWER KEY 6.1 -3

1.Hydrochloric acid or the well-known muriatic acid is a good example of this


type. The mild acid cleaners are good in removing rusty stains and blemish.
2.Anti-rust cleaners, wheels and tires dressing compound are good example
of this type, and the
3. soft acid cleaners are those that are used in cleaning glasses. This kind of
cleaners is available in detergent, liquid, and bar.
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LO2. STORE/ARRANGE TOOLS AND SHOP EQUIPMENT

Assessment
Assessment/Criteria Contents Conditions Methodologies
Methods
1. Tools and equipment 1.Personal safety 1. Tool cabinet 1. Interactive 1. Practical
are arranged and stored procedure lecture
in their respective 2. Appropriate
shelves/ location tools and
2. Corresponding labels 2. Labeling equipment 2. Dual Training 2. Direct
are posted and visible. procedures observation
3. Tools are secured 3. Principles of 3. Tool room 3. Self-paced 3. Interview
and logged in the (TQM) and 5S instruction
record book. 4. Fire
extinguishers
4. Storage and 4. Simulation 4. Written
disposal of 5. Tool kit Examination
hazardous/flammable
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tools/materials 6. Log/record
book

7. Labeling
materials

Learning Experiences / Activities


Learning Outcome # 2
CLEAN VEHICLE UNIT
Learning Activities Special Instructions

 Read Information sheet 1.1 -1 This Learning Outcome deals with the
development of the Institutional
Identification of cleaning Competency Evaluation Tool which
supplies, tools and equipment trainers use in evaluating their trainees
in cleaning of vehicle after finishing a competency of the
qualification.
 Answer Self-Check 1. 1 -1
Identification of cleaning Go through the learning activities
supplies, tools and equipment outlined for you on the left column to
gain the necessary information or
in cleaning of vehicle knowledge before doing the tasks to
 Compare answer to Answer practice on performing the requirements
key 1.1 -1 of the evaluation tool.
Identification of cleaning The output of this LO is a complete
supplies, tools and equipment Institutional Competency Evaluation
in cleaning of vehicle Package for one Competency of
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 Read Information Sheet 1.1 -2 DRIVING NCII. Your output shall serve
as one of your portfolio for your
PPE’s in performing Institutional Competency Evaluation for
equipment cleaning and Carry out minor vehicle maintenance
maintenance and servicing
Feel free to show your outputs to your
 Answer Self-Check 1.1 -2 trainer as you accomplish them for
PPE’s in performing guidance and evaluation.
equipment cleaning and
maintenance After doing all the activities for this LO1:
 Compare answer to Answer Clean vehicle unit, you are ready to
Key 1.1 -2 proceed to the next LO2: Maintain and
service the vehicle unit.
PPE’s in performing
equipment cleaning and
maintenance
 Read Information sheet 1.1 -3
Vehicle cleaning
procedures/OSHA
 Answer Self-check 1.1 -3
Vehicle cleaning
procedures/OSHA
 Compare answer to Answer
Key 1,1 -3
Vehicle cleaning
procedures/OSHA
 Read Information Sheet 1.1 -4
Waste disposal management
 Answer Self-Check 1.1 -4
Waste disposal management
 Compare answer to Answer
Key 1.1 -4
Waste disposal management
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Information Sheet 6.2 -1

Personal safety

PERSONAL SAFETY AND LABELING PROCEDURE

Whenever safety is the issue, safety of oneself usually comes to mind. It is a


basic instinct for human being to protect himself.
Safety in the workshop is not only confined to the use of tools, materials and
equipment. To some degree, in workshop, personal safety must come first
before anything else. You can replace broken tools with new one. Buy new
materials and operate new equipment but you cannot buy new body as
replacement if something happens to it.

Personal safety involves habits, values, and awareness. Having these virtues
will shy you away from injury and harm.

To be more specific, personal safety can be classified in different manners.

1. Upper body protection. These includes safety glass for eye protection
called goggles. This is used when grinding metal or when reconditioning tools.
Welding goggles are also used when joining metals so that eyes are protected
from flying debris. Transparent goggles are useful when working under
chassis. Eyes are protected from dust and small particles that may get into
the eyes and cause irritation. The head should be protected with head gear
like bonnet or cap. This head gear protects head and hair from dust,
accumulated dirt, falling object and harmful chemical especially when working
underneath the vehicle. The nose and face should be protected with face
mask or respirator so that harmful fumes from exhaust gas and chemicals
may not get into the lungs.
Goggles
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Dust mask
Bonnet

2. Middle body protection. These include apron that protects the body from
dirt and sudden spill of substance like oil. High grade rubber gloves protect
the hands from paint, solvent and electrical shock. Leather gloves protect the
hands from hot surface like newly welded metal to avoid abrasion. Hand
cream is also useful to protect hands from dryness.
Rubber gloves
Apron

3. Lower body protection. These include safety shoes to protect the feet from
slipping and risk from heavy falling object.
Safety shoes
Coverall
4. Whole body protection. The use of coveralls or jumpsuit is a good
protection against flying debris, chemical spill, paint, solvent and abrasion.
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SELF-CHECK 6.2 -1

FILL IN THE BLANKS: Write your answer on the space provided.

Classification of Personal Safety

1. ____________ These includes safety glass for eye protection called


goggles. This is used when grinding metal or when reconditioning tools.
Welding goggles are also used when joining metals so that eyes are protected
from flying debris.
Goggles
Dust mask
Bonnet

2. ____________ These include apron that protects the body from dirt and
sudden spill of substance like oil. High grade rubber gloves protect the hands
from paint, solvent and electrical shock. Leather gloves protect the hands
from hot surface like newly welded metal to avoid abrasion. Hand cream is
also useful to protect hands from dryness.
Rubber gloves
Apron

3. ____________ These include safety shoes to protect the feet from slipping
and risk from heavy falling object.
Safety shoes
Coverall
4____________ The use of coveralls or jumpsuit is a good protection against
flying debris, chemical spill, paint, solvent and abrasion.
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ANSWER KEY 6.2 -1

Classification of Personal Safety:

1. Upper body protection.

2. Middle body protection.

3. Lower body protection.

4. Whole body protection.


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INFORMATION SHEET 6.2 -2

Labeling procedures

Aside from the different implements to protect self from any harmful injury,
labeling of warning signs and symbols must be clearly written and properly
identified.
A diverse selection of warning signs is designed to protect employees and
members of the public and reduce the risk of workplace accidents.

Employers have a legal duty to display safety warning signs and to take steps
to minimize the risk of injuries. A range of warning signs covers a vast array of
hazards and is compliant with current health and safety legislation. Displaying
signs promotes safety and wellbeing and enables you to provide important
information to keep accidents at bay.

Labels must be color coded. Usually a red color code is a sign of danger sign.
It gives you information on the seriousness of consequence if not followed.
Yellow color code can mean warning. It gives information to forewarn you
from danger. A green color code may mean safe. It is good that workplace be
posted with properly labeled signs, symbols, and stickers.
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SELF-CHECK 6.2 -2

1. It is designed to protect employees and members of the public and


reduce the risk of workplace accidents?
a. Hazard signs
b. Warning signs
c. Traffic signs

2. Who have a legal duty to display safety warning signs and to take
steps to minimize the risk of injuries?
a. Government
b. Employer
c. Employee
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3. _____ color code is a sign of danger sign. It gives you information on
the seriousness of consequence if not followed?
a. Red
b. Yellow
c. Green

4. _____ color code can mean warning. It gives information to forewarn


you from danger?
a. Red
b. Yellow
c. Green

5. _____ color code may mean safe. It is good that workplace be posted
with properly labeled signs, symbols, and stickers.

ANSWER KEY 6.2 -2

1. B
2. B
3. A
4. B
5. C
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Information Sheet 6.2 -3

PRINCIPLES OF TOTAL QUALITY MANAGEMENT (TQM) - 5 S

The total quality management in automotive servicing is getting the job done
with excellence and direction. This is one of the principles that should be
implemented in order for the management to work.
One of the key principles is the proper maintenance of the shop. To be
effective, there must be some methods to work on. One is the management of
peopleware. They are the ones that need sustainable training in the shop and
workshop environment.
This increases their manpower capability in the field of work. Because of this,
they become assets in managing the shop. Increasing their skills also
increases their values and worth. Therefore, it decreases the chance of
accidents and expenses in the workplace by applying corrective and
preventive maintenance. These corrective and preventive measures also
include the hardware. The hardware part of management in automotive
servicing are the workshop facilities like the tools, materials,
equipment/machineries including facilities like furniture, lighting, water, and
furniture.
Proper management of these hardware results in cost effective expenses in
the workplace.

In Japan, they use the 5 S principles of management for increase efficiency


and effectiveness in the workplace. These 5 S principles of management will
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help you a lot in sorting, setting in order/simplifying, sweeping, standardizing,
and sustaining.

5 S principles

Sort (seiri 整理)

1S – a red tag area containing items waiting for removal.


Seiri is sorting through all items in a location and removing all unnecessary
items from the location.
Goals:
 Reduce time loss looking for an item by reducing the number of items.
 Reduce the chance of distraction by unnecessary items.
 Simplify inspection.
 Increase the amount of available, useful space.
 Increase safety by eliminating obstacles.
Implementation:
 Check all items in a location and evaluate whether or not their
presence at the location is useful or necessary.
 Remove unnecessary items as soon as possible. Place those that
cannot be removed immediately in a 'red tag area' so that they are
easy to remove later on.
 Keep the working floor clear of materials except for those that are in
use for production.
Set in order (seiton 整頓)

2S – simple floor marking.


(Sometimes shown as Straighten)
Seiton is putting all necessary items in the optimal place for fulfilling their
function in the workplace.
Goal:
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 Make the workflow smooth and easy.
Implementation:
 Arrange work stations in such a way that all tooling / equipment is in
close proximity, in an easy to reach spot and in a logical order adapted
to the work performed. Place components according to their uses, with
the frequently used components being nearest to the workplace.
 Arrange all necessary items so that they can be easily selected for use.
Make it easy to find and pick up necessary items.
 Assign fixed locations for items. Use clear labels, marks or hints so that
items are easy to return to the correct location and so that it is easy to
spot missing items.
Shine (seiso 清掃)[edit]

3S – cleanliness point with cleaning tools and resources.


Seiso is sweeping or cleaning and inspecting the workplace, tools and
machinery on a regular basis.
Goals:
 Improves the production process efficiency and safety, reduces waste,
prevents errors and defects.
 Keep the workplace safe and easy to work in.
 Keep the workplace clean and pleasing to work in.
 When in place, anyone not familiar to the environment must be able to
detect any problems within 50 feet in 5 sec.
Implementation:
 Clean the workplace and equipment on a daily basis, or at another
appropriate (high frequency) cleaning interval.
 Inspect the workplace and equipment while cleaning.
Standardize (seiketsu 清潔)[edit]
Seiketsu is to standardize the processes used to sort, order and clean the
workplace.
Goal:
 Establish procedures and schedules to ensure the repetition of the first
three ‘S’ practices.
Implementation:
 Develop a work structure that will support the new practices and make
it part of the daily routine.
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 Ensure everyone knows their responsibilities of performing the sorting,
organizing and cleaning.
 Use photos and visual controls to help keep everything as it should be.
 Review the status of 5S implementation regularly using audit
checklists.
Sustain/self-discipline (shitsuke しつけ)[edit]

Shadow Board (with tools' outline) and worker's movement that is being used
in Production floor
Shitsuke or sustain the developed processes by self-discipline of the workers.
Also translates as "do without being told".
Goal:
 Ensure that the 5S approach is followed.
Implementation:
 Organize training sessions.
 Perform regular audits to ensure that all defined standards are being
implemented and followed.
 Implement improvements whenever possible. Worker inputs can be
very valuable for identifying improvements.
 When issues arise, identify their cause and implement the changes
necessary to avoid recurrence.

1. Sorting – a process of taking things that are needed and taking away those
that are not needed anymore. In this way, eliminating unnecessary items
gives more free space to those items that are needed. To be more specific,
those items for disposal must be marked or tagged with appropriate color for
easy identification. Sample guide questions:
 What items should be eliminated?
 What items should be retained?
 What items can be reconditioned/ repaired?

2. Setting in order, Straightening, simplifying – a process of making things


easy to see, easy to get and easy to return. Sample guide questions:
 Where is the tool, materials, and equipment located?
 What tools, materials, and equipment are common?
 Where is the best location for each of them to be placed?

3. Sweeping, Shining, Systematic cleaning – a process of clearing out the


dirt, dust and residual grime to make the space, machines, and fixtures clean.
Examples are:
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 What location or machines need immediate and regular clean-up?
 Which of them should be cleaned first? En.wikipedia.org

LO3. DISPOSE WASTE AND USED LUBRICANTS

Assessment
Assessment/Criteria Contents Conditions Methodologies
Methods
1. Waste and used 1 Effects of 1. Waste 1. Interactive 1. Direct
lubricants are disposed in automotive wastes disposal area lecture observation
accordance with the to men and its
standard operational environment
procedures and
environmental regulations.

2. Containers for waste and 2. Waste 2. Oiler 2. Dual training 2. Simulation


used lubricants are properly management and
labeled. disposal
3. Personal safety in 3. Labeling 3. Handouts 3. Self-paced 3. Written
disposing waste and used procedures and for waste instruction Exam
lubricants is evident. techniques managemen
t and
disposal

4. Cleaning 4. Simulation 4. Interview


chemicals for
grease and
lubricants
5. Containers 5.
for waste and Demonstration
used
lubricants
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Learning Experiences / Activities
Learning Outcome # 3
DISPOSE WASTE AND USED LUBRICANTS
Learning Activities Special Instructions

 Read Information sheet 1.1 -1 This Learning Outcome deals with the
development of the Institutional
 Answer Self-Check 1. 1 -1 Competency Evaluation Tool which
 Compare answer to Answer trainers use in evaluating their trainees
key 1.1 -1 after finishing a competency of the
qualification.
Identification of cleaning
supplies, tools and equipment Go through the learning activities
in cleaning of vehicle outlined for you on the left column to
gain the necessary information or
 Read Information Sheet 1.1 -2 knowledge before doing the tasks to
PPE’s in performing practice on performing the requirements
equipment cleaning and of the evaluation tool.
maintenance The output of this LO is a complete
 Answer Self-Check 1.1 -2 Institutional Competency Evaluation
PPE’s in performing Package for one Competency of
DRIVING NCII. Your output shall serve
equipment cleaning and as one of your portfolio for your
maintenance Institutional Competency Evaluation for
Carry out minor vehicle maintenance
 Compare answer to Answer
and servicing
Key 1.1 -2 Feel free to show your outputs to your
PPE’s in performing trainer as you accomplish them for
guidance and evaluation.
equipment cleaning and
maintenance
 Read Information sheet 1.1 -3 After doing all the activities for this LO1:
Clean vehicle unit, you are ready to
Vehicle cleaning proceed to the next LO2: Maintain and
procedures/OSHA service the vehicle unit.
 Answer Self-check 1.1 -3
Vehicle cleaning
procedures/OSHA
 Compare answer to Answer
Key 1,1 -3
Vehicle cleaning
procedures/OSHA
 Read Information Sheet 1.1 -4
Waste disposal management
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 Answer Self-Check 1.1 -4
Waste disposal management
 Compare answer to Answer
Key 1.1 -4
Waste disposal management

INFORMATION SHEET 1.3 -1

Effects of Automotive Waste to Human and its Environment


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EFFECTS OF AUTOMOTIVE WASTE TO MEN AND ITS ENVIRONMENT

The effects of hazardous waste materials to human and environment in


inconceivable. Just imagine the amount spent by the government in services
for managing this problem. Aside from this, the audio and print media release
they have paid just to promote waste management literacy.
Millions of automobiles are on the road every day. Toxic exhaust gas fumes
may lead to respiratory disease, and even death. Heat produced may cause
skin irritation and respiratory allergy, and other by-products of automotive
wastes can cause physical, mental and financial stress.

An inventory of waste materials and substance that can be found in the


workshop will be of great help in finding out their condition.
Managing the hazardous waste materials and substance is a great
contribution to the nation’s economy. Health and safety are preserved. Injury
is lessened and harmful effect to environment is reduced if not totally
removed.

CHEMICAL/SUBTANCE IN THE WORKSHOP


Materials/Substance Effects Condition Remarks
1.Toxic
Battery solution
Acid
Paint
Thinner
2. Corrosive
Rust remover
Turco/Metal
conditioner
3. Flammable
Diesel
Gas
Gasoline
Solvent

A. EFFECT OF HAZARD ON HEALTH

Exposure to hazards in the workplace can lead to serious illness. In any


workplace, hazard is built-in with it. We cannot deny the existence of danger
since a workplace is a site where there are many risky conditions, materials or
substances, tools and equipment, and practices which may bring jeopardy to
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humans, health, property or environment. In the previous topics you have
identified the different sources of hazard present in a workplace.

Hazards are threat to human life or health whenever a person is performing


his or her job in the workplace. Simply, a mechanic is exposed to threat most
of the time from simple tools to equipment, from fumes to solvent. Some
occupational diseases have been recognized for many years, and affect
workers in different ways depending on the nature of the hazard, the route of
exposure, the dose, etc. Some well-known occupational diseases include:
 Asbestosis (caused by asbestos, which is common in insulation, automobile
brake linings, etc.);
 Silicosis (caused by silica, which is common in mining, sandblasting, etc.);
 Lead poisoning (caused by lead, which is common in battery plants, paint
factories, etc.); What Do You Need To Know? Information Sheet 2.1 Read the
Information Sheet 2.1 very well then find out how much you can remember
and how much you learned by doing Self-check 2.1. AUTOMOTIVE K to 12 –
Technology and Livelihood Education 199
 Noise-induced hearing loss (caused by noise, which is common in many
workplaces, including airports, and workplaces where noisy machines, such
as presses or drills, etc. are used).

There are also a number of potentially crippling health problems that can be
associated with poor working conditions, including:

 Stress-related disorders.
 heart disease;
 musculoskeletal disorders such as permanent back injuries or muscle
disorders;
 allergies;
 reproductive problems;

SOME HAZARDOUS SUBSTANCES THAT CAUSE LOCAL AND


SYSTEMIC EFFECTS
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www.nzdl.org

B. EFFECT OF HAZARD ON WORKER AND EMPLOYER

How much does an occupational disease or accident cost?

DIRECT COST
Worker

1. the pain and suffering of the injury or illness;


2. the loss of income;
3. the possible loss of a job;
4. Health-care costs.
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Employer

1. payment for work not performed;


2. medical and compensation payments;
3. repair or replacement of damaged machinery and equipment;
4. reduction or a temporary halt in production;
5. increased training expenses and administration costs;
6. possible reduction in the quality of work;
7. negative effect on morale in other workers.

INDIRECT COST

Worker

1. can be four to ten times greater than the direct costs, or even more
2. human suffering caused to workers' families, which cannot be
compensated with money.

Employer

1. the injured/ill worker has to be replaced;


2. a new worker has to be trained and given time to adjust;
3. it takes time before the new worker is producing at the rate of the
original worker;
4. time must be devoted to obligatory investigations, to the writing of
reports and filling out of forms;
5. accidents often arouse the concern of fellow workers and influence
labour relations in a negative way;
6. poor health and safety conditions in the workplace can also result
in poor public relations.

SELF-CHECK 6.3 -1

1.How much does an occupational disease or accident direct cost on the


employer?
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ANSWER KEY 6.3 -1

1. payment for work not performed;


2. medical and compensation payments;
3. repair or replacement of damaged machinery and equipment;
4. reduction or a temporary halt in production;
5. increased training expenses and administration costs;
6. possible reduction in the quality of work;
7. negative effect on morale in other workers.
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Information sheet 6.3 -2

Waste management and Disposal

WASTE MANAGEMENT

Industrial waste materials are a great concern of environmentalists. Their


harmful effect is so huge that it even affects our environment and climate.
This is due to improper management of waste materials such as cleaning
chemicals used in automotive like solvent, used lubricating and flushing oil,
paint remover, and thinners. Problems like these can be solved if proper
attention, information dissemination, and training are adequately provided in
the workplace.

Government institutions like the Department of Environment and Natural


Resources (DENR) have local policies that protect the citizens from harmful
effects these hazardous materials and substance may bring.
Hazardous materials are those that can be found in the workshop such as
toxic materials like hydrochloric use in cleaning metal surface and sulfuric acid
use in the battery, and Turco or metal conditioner for neutralizing rust.
Flammable materials like fuel gasoline and thinners are also used in cleaning
engine parts. They can give harmful fumes that can generate respiratory and
skin irritation. Materials that can easily dissolve metal like anti-rusts are
corrosive materials. Acid, soldering paste, and Turco can be classified as
reactive materials that can immediately change the composition of an object.
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All of these hazardous, waste materials and substance can paralyze human
and definitely lethal if not given serious attention in managing them.

The following are some guidelines to follow when disposing waste and used
materials and substance.

1. Have a separate container or trash bin for disposable materials.

Different waste materials like used, empty plastics, bottles, cans must not be
mixed in one container for easy disposal and segregation.

2. Have a separate container for used and unused materials and


substance.
Used oil must not be disposed in the drainage. Doing so will harm the eco-
system. This will endanger the lives of water life species and plant life. This
must be stored in a container with proper label. Unused oil and other chemical
materials must be properly labeled and covered to avoid escape of fumes that
may cause instant fire.
In the United States the Environment Protection Agency (EPA) is very strict in
implementing protection against careless and improper use and disposal of
hazardous waste products. Breaking this law may lead to prosecution.

3. Have an appropriate amount of use of chemical materials or


substance.
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Many unused chemical materials and substance are due to overfill. That is
why the excess chemicals cannot be returned back to its container especially
if already mixed with other chemicals and cannot be stored for a period of
time. This overfill when stored and dried tend to form into another composition
and thereby unsafe to use. Disposal of this kind is a problem.

SELF- CHECK 6.3 -2

1.What are guidelines to follow when disposing waste and used


materials and substance?
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ANSWER KEY 6.3 -2

1. Have a separate container or trash bin for disposable materials.

2. Have a separate container for used and unused materials and


substance.
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3. Have an appropriate amount of use of chemical materials or


substance.

LO4. REPORT DAMAGED TOOLS/EQUIPMENT

Assessment
Assessment/Criteria Contents Conditions Methodologies
Methods
1. Complete inventory 1. Maintenance 1. Records and 1. Interactive 1. Interview
of tools and equipment and safe handling inventory of lecture
is maintained. of tools and tools and
equipment equipment
2. Damaged 2. Conducting 2. Dual training 2. Written
tools/equipment are inventory and 2. Record books Examination
identified with repair preparing records
recommendation. 3. Checklist
3. Reports prepared on . Self-paced 3.
damaged 4. Waste instruction Demonstration
tools/equipment have disposal reports
no error/discrepancy
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5. Racks 4. Simulation 4. Direct
observation

Learning Experiences / Activities


Learning Outcome # 1
CLEAN VEHICLE UNIT
Learning Activities Special Instructions

 Read Information sheet 1.1 -1 This Learning Outcome deals with the
development of the Institutional
Identification of cleaning Competency Evaluation Tool which
supplies, tools and equipment trainers use in evaluating their trainees
in cleaning of vehicle after finishing a competency of the
qualification.
 Answer Self-Check 1. 1 -1
Identification of cleaning Go through the learning activities
supplies, tools and equipment outlined for you on the left column to
gain the necessary information or
in cleaning of vehicle knowledge before doing the tasks to
 Compare answer to Answer practice on performing the requirements
key 1.1 -1 of the evaluation tool.
Identification of cleaning The output of this LO is a complete
supplies, tools and equipment Institutional Competency Evaluation
in cleaning of vehicle Package for one Competency of
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 Read Information Sheet 1.1 -2 DRIVING NCII. Your output shall serve
as one of your portfolio for your
PPE’s in performing Institutional Competency Evaluation for
equipment cleaning and Carry out minor vehicle maintenance
maintenance and servicing
Feel free to show your outputs to your
 Answer Self-Check 1.1 -2 trainer as you accomplish them for
PPE’s in performing guidance and evaluation.
equipment cleaning and
maintenance After doing all the activities for this LO1:
 Compare answer to Answer Clean vehicle unit, you are ready to
Key 1.1 -2 proceed to the next LO2: Maintain and
service the vehicle unit.
PPE’s in performing
equipment cleaning and
maintenance
 Read Information sheet 1.1 -3
Vehicle cleaning
procedures/OSHA
 Answer Self-check 1.1 -3
Vehicle cleaning
procedures/OSHA
 Compare answer to Answer
Key 1,1 -3
Vehicle cleaning
procedures/OSHA
 Read Information Sheet 1.1 -4
Waste disposal management
 Answer Self-Check 1.1 -4
Waste disposal management
 Compare answer to Answer
Key 1.1 -4
Waste disposal management
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Information Sheet 6.4 -1

Maintenance and safe handling of tools and equipment

How To Take Care of Your Tools

Good tools can be quite an investment, but if you take good care of them,
they'll return the favor. Keeping your tools properly stored, cleaned, and
maintained will save you time and money and make your DIY endeavors that
much more rewarding.

We're mostly talking about hand tools, power tools, and garden tools in this
article, but much of the same advice applies whether your tools of choice are
kitchen knives, crafting tools, or whatever else. Store them well, keep them
clean and well-maintained, and you won't be sorry.

Store Your Tools Properly


You have to work with the space you have. Maybe you hang them on
pegboards, maybe you store them in boxes, bags, or chests, or maybe you
keep them in drawers or on shelves in your shop. Whatever works for you is
best.

Pegboards make a great storage system for tools. They let you see all your
tools at a glance and they can make use of wall space in a pretty efficient
way. If you don't have enough wall space, though, you can still take
advantage of pegboards by building a hinged system, a rolling pegboard, or
even a portable pegboard storage system.

Build a Hinged Pegboard Storage System for Your Workshop


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If one pegboard simply isn't enough to hang your tools, this flipboard system
just might give you…

Toolboxes also make for great tool storage, offering the primary advantage of
portability. While some people opt to store all their tools in toolboxes, for most,
the toolbox is a way of carrying around your most-used tools while leaving the
bulk safely stored on pegboards, shelves, or drawers. No matter what you're
doing, though, you can build a well-equipped toolbox for every level of DIY
needs.

Rust is public enemy number one when it comes to tools. To avoid rust when
storing your tools:

Keep your tools in a dry place.


It seems obvious, but garages and basements and other enclosed spaces can
have humidity issues, especially if they are not heated or air-conditioned. If
you keep your tools in a location like this, especially if you keep them out on
shelves or pegboards, consider investing in a dehumidifier to keep the
dampness down. They're not terribly expensive, especially compared to your
investment in your tools, and most let you set a humidity level so the
dehumidifier turns on only when it needs to.
Hang your garden tools. Even if you keep your garden tools inside the garage
or your shed, hang them so that they don't rest on the floor. Moisture can
easily creep up from concrete floors.

Store power tools in their original cases.


Unless you have a climate-controlled workshop, your best bet for storing
power tools in the hard-plastic cases they usually come with. Not only are
they better-protected from humidity, they're just better-protected in general.
Use silica gel packs or rust collector. The silica gel packs that come in lots of
packaging are great at keeping moisture at bay. Toss them in drawers or
toolboxes and they can help keep rust away. You can also buy rust inhibitors
for the same purpose and even anti-rust liners for drawers and shelves.

Clean Your Tools After Every Use


Cleaning your tools may be the last thing you want to do after a day of work,
but it's essential for keeping your tools in good shape. And it really only takes
a few seconds per tool unless you've got something really nasty on your
hands. It's well-worth the time spent doing a little cleaning to save the time
spent repairing a tool (or the money spent replacing it) later.

Cleaning your tools doesn't have to be difficult at all if you're prepared:

Hand tools: You can clean most hand tools by simply wiping them down with
a rag. If they're dirty, don't be afraid to give them a good wash with soap and
water. Just dry them well afterward. Spritz metal with a light coat of WD-40
and wipe with a clean rag (you really just want to leave a light film on them to
help keep the rust away). Wipe wooden handles with a rag dampened with a
little linseed oil.
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Power tools: Power tools are a little trickier to clean. First, make sure the tool
is unplugged before you clean it. Next, you'll want to get all the dust off. An air
compressor can be really useful for that. Wipe down the surface of the tool
and then lubricate any moving parts. Machine oil is a fine choice for this, but
you should also check the manual that came with the tool to see if they have
better recommendations.
While you're at it, don't forget that your toolboxes, belts, and bags will need
some care as well. Clean out your toolboxes every once in a while, by
emptying them and wiping them down.

We're going to assume you use your tools safely. You wear goggles and
gloves when you should and you follow the safety protocols recommended for
your power tools. But taking the time to inspect your tools every time you use
them is one of the most important things you can do to ensure not only your
safety while using them, but the longevity of your tools as well.

Take the time to look for the following:

Loose, cracked, or splintered handles. If a wooden handle is damaged, it is


prone to breaking during use, which can cause injury to you or others. If a
handle is not splintered too badly, you can probably sand it down just fine.
Sand against the grain first if the handle is really rough and then sand with the
grain until it's smooth enough you can run your hand along it without feeling
any chips or splinters.
Finish off with a coating of linseed oil. However, if the handle is cracked or
heavily splintered, you'll need to replace it.

Mushroomed heads on tools like chisels and wedges. A mushroomed head is


exactly what it sounds like. A striking edge that should be sharp has gotten
malformed through use. If you use a tool in this condition, the head can
shatter on impact. Fortunately, you can solve this problem by keeping your
tools sharpened. Sharpen them whenever you notice a problem, but also plan
to sharpen them every six months or so just as a habit.

Corrosion and rust. Depending on the level of corrosion or rust, the tool may
be unsafe to use. Try removing the rust yourself or just replacing the tool.
Removing rust from tools is actually pretty easy if the damage isn't too great.

Cracked housing on power tools. If a power tool has anything more than a
simple hairline crack on the housing, don't use it. Unless you have the
expertise to repair it, you'll need to get it repaired by a professional.

Power tools that don't start easily. If your tool needs a couple of tries to get
going or a little "push" to get the blade spinning, don't use it. Take the time to
clean and lubricate it and if that doesn't solve the problem, get it repaired.
There are some fixes you can take on yourself, such as replacing a belt on a
sander or maybe fitting in a new switch or power cord. But if you're not 100%
sure you're up to the repair, take it to a pro.
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Frayed insulation or exposed wires. Obviously, these are electrical hazards.
While some electrical tape might take care of a small problem temporarily, it's
best to have the tool repaired before using it.
Taking care of your tools does require a bit of a commitment, but you ask so
much of them it seems a small price to pay. Especially when a well-cared-for
tool can reward you with so much DIY goodness.
https://lifehacker.com/how-to-take-care-of-your-tools-1543310658

SELF CHECK 6.4 -1


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1. How to clean the following tools?

Hand tools:

Power tools:

ANSWER KEY 6.4 -1


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How to clean the following tools?

Hand tools: You can clean most hand tools by simply wiping them down with
a rag. If they're dirty, don't be afraid to give them a good wash with soap and
water. Just dry them well afterward. Spritz metal with a light coat of WD-40
and wipe with a clean rag (you really just want to leave a light film on them to
help keep the rust away). Wipe wooden handles with a rag dampened with a
little linseed oil.

Power tools: Power tools are a little trickier to clean. First, make sure the tool
is unplugged before you clean it. Next, you'll want to get all the dust off. An air
compressor can be really useful for that. Wipe down the surface of the tool
and then lubricate any moving parts. Machine oil is a fine choice for this, but
you should also check the manual that came with the tool to see if they have
better recommendations.
While you're at it, don't forget that your toolboxes, belts, and bags will need
some care as well. Clean out your toolboxes every once in a while, by
emptying them and wiping them down.

Information Sheet 6.4 -2

Conducting inventory and preparing records

The primary purpose of an inventory system is to keep an accurate record of


stockroom supplies. The reasons to maintain accurate inventory records
include financial accounting, customer order fulfillment, stock replenishment
and maintaining the ability to locate specific an item.

In a business that does not have accurate inventory records, it is necessary to


periodically conduct a complete count of the inventory (known as a physical
count). This is usually done at the end of a month, quarter, or year, to coincide
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with the end of a reporting period. As the following procedure will show, it
takes a great deal of effort to complete an accurate physical inventory count,
so companies tend to limit the number of counts completed per year. The
steps in the process are as follows:

Order count tags. Order a sufficient number of two-part count tags for the
amount of inventory expected to be counted. These tags should be
sequentially numbered, so that they can be individually tracked as part of the
counting process.

Preview inventory. Review the inventory several days in advance of the


scheduled inventory count. If there are missing part numbers, or if items
appear to be in a condition that would be difficult to count (such as not being
bagged or boxed), notify the warehouse staff to make the necessary
corrections.

Pre-count inventory. Go through the inventory several days in advance and


count any items that can be placed in sealed containers. Seal them in the
containers and mark the quantity on the sealing tape. This makes the
counting task much easier during the actual count. If a seal is broken, then a
counting team will know that they need to re-count the contents of a container.

Complete data entry. If there are any remaining data entry transactions to be
completed, do so before the physical inventory count begins. This includes
transactions for issuances from the warehouse, returns to the warehouse, and
transfers between bin locations within the warehouse.

Notify outside storage locations. If the company has any outside storage
facilities or third-party locations that hold company inventory on consignment,
notify them that they should count their inventory on hand as of the official
count date and forward this information to the warehouse manager.

Freeze warehouse activities. Stop all deliveries from the warehouse, and also
segregate all newly-received goods where they will not be counted.
Otherwise, the inventory records will be in a state of flux during the inventory
count, and so will not be entirely reliable.

Instruct count teams. Assemble two-person teams to count the inventory, and
instruct them in their counting duties. These duties involve having one person
count inventory while the other person marks down the information on a count
tag. One copy of the tag is affixed to the inventory, while the team retains the
other copy.

Issue tags. An inventory clerk issues blocks of count tags to the count teams.
Each team is responsible for returning a specific numeric range of count tags,
whether or not the tags are used. Maintaining control over all count tags
ensures that lost tags will be investigated promptly.

Assign count areas. Assign a specific range of bins to each count team. Note
these locations with a highlighter on a map of the warehouse. The inventory
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clerk should maintain a master list of which areas of the warehouse have
been counted, and which teams have been assigned to each area.

Count inventory. One person on each team counts a specific item within a bin
location, and then the other person marks the bin location, item description,
part number, quantity, and unit of measure on a count tag. The team affixes
the original copy of the tag to the inventory item and retains the copy.

Verify tags. Upon completion of a count area, each count team returns to the
inventory clerk, who verifies that all tags were returned. If there are more
warehouse areas to be counted, assign a new area to the count teams and
issue them new blocks of count tags as necessary.

Enter tag information. Enter the information on the count tags into an online
data entry form. Once data entry is completed, print a report showing all tag
numbers entered, sorted by tag number, and look for any gaps in the
numbers. Investigate any numbering gaps found. This will ensure that all
count tags issued were included in the file.

Investigate unusual results. Re-sort the inventory report several ways to look
for unusual information, and investigate the tag entry associated with each
one.

It may be useful to evaluate this procedure after every count, to see if the
procedure should be altered to compensate for any counting issues
experienced.

Functions of Inventory Control:

1. To Develop Policies, Plans and Standards Required:

So as to achieve the inventory control objectives.

2. Effective Running of Stores/shop:

This may include problems of layout, utilization of storage space, issuing and
receiving procedures of items kept in stock.

3. Technological Responsibility for the State of Different Materials:

This may include the method of storage, maintenance procedures, studies of


deterioration and obsolete materials and corrective action required.

4. Stock Control System:

This includes purchase procedures of materials, ordering policies, physical


verification and records of items stored.

5. To Ensure the Timely Availability:


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ADVERTISEMENTS:

Of requisite input materials and avoid building up of stock levels of final


product.

6. Maintenance of Specified Inputs:

Specified raw materials, finished components/parts work m process, general


supplies in sufficient quantities are maintained to meet the production
requirements of the enterprise.

7. Protection of Inventories:

ADVERTISEMENTS:

The inventories are to be protected from improper material handling; wrong


and unauthorized removal from the stores.

8. Pricing:

Pricing of all input materials being supplied to various shops is essential for
further cost estimation of final products.

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material-management/inventory-control-functions-terms-and-advantages/9036

SHOP TOOLS AND MATERIALS INVENTORY


Tools Equipment: (including
facilities/appliances):
Hand tools Computers Laptop and Anti-covid protection
Peripherals accessories
Cross Wrench Lcd Projector Tables
Mechanical Pliers Electronic / Multimedia Doorknobs
Equipment
Long nose Pliers Training Facilities Switches
Equipment
Combination Wrench Car Dividers
Screw Drivers (Flat and Vacuum Pump Chairs
Phillips)
Tire Gauge Steam Cleaner Audio Video materials
Jack Air Compressor Different Types of Forms
Creeper Comfort room
Flashlights Others:
Emergency lights/trouble Medical kit
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lights
Duncepin/cones Fans

SELF-CHECK 6.4 -2

Matching type: Match column A to column B

Functions of Inventory Control:

COLUMN A

___1. To Develop Policies,

___2. Effective Running of Stores/shop:

___3. Technological Responsibility for the State of Different Materials:

___4. Stock Control System:

___5. To Ensure the Timely Availability:

COLUMN B

A. This may include problems of layout, utilization of storage space,


issuing and receiving procedures of items kept in stock.

B. Plans and Standards Required:


So as to achieve the inventory control objectives.

C. This may include the method of storage, maintenance procedures,


studies of deterioration and obsolete materials and corrective action
required.
Technical Education and Skills Development Authority
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NCD DRIVING SCHOOL, OPC
D. Of requisite input materials and avoid building up of stock levels of final
product.

E. This includes purchase procedures of materials, ordering policies,


physical verification and records of items stored.

ANSWER KEY 6.4 -2

1. B
2. A
3. C
4. E
5. D

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