Providing Technical and Functional Information to Relevant People about Electrotechnical Systems and Equipment
On this page we walk you through everything you need to know to get started – and complete – Unit 303 of your NVQ 2356-99.
What are the ‘Performance Objectives’?
The performance objectives are the criteria of the Electrical NVQ 3 which you are being assessed against. In order to successfully achieve this NVQ, you must meet the performance objective of EVERY unit.
How do I meet the performance objective of every unit of this NVQ?
You will simply describe HOW you carried out your duties, WHAT you did and how they related to EACH performance objective. You need to be specific and relate the duties you carried out to the performance objective. You will also need to support this with appropriate photo/video evidence to support your Site Diary/Logbook.
What is Unit 303 wanting me to demonstrate?
This unit – Providing Technical and Functional Information to Relevant People about Electrotechnical Systems and Equipment – is about supplying technical and functional information accurately on appropriate occasions or at handover with the right amount of detail bearing in mind the level of awareness of the recipient of the information. You need to show that you possess the skills and knowledge to identify who should receive such information and at what level of detail. You also need to ensure that you are supplying the information that is within your job capabilities and responsibilities and pass on the necessary safety considerations in the correct manner.
You must have a working knowledge and understanding of the responsibilities and limitations in your job role with respect to supplying technical and functional information. This could be expected to include the organisational practice on the amount of information and detail that individual members of the customer’s organisation are entitled to receive, and the importance of providing information clearly, courteously and professionally.
See an overview of this units performance objectives and examples of evidence below.
You personally need to be in as many photos / videos as possible.
Logbook / Site Diary: One of Three
Insert Site address and brief description of the job you were carrying out.
For example, 120 Any Street, Anytown, Any Postcode. Description of the job you were carrying out. Start and finish date (date you started and finished particular task)
Unit 303 Performance Objective No 1:
You identify the relevant people that need to be supplied with technical and functional information.
(You need to describe how you met EACH performance objective, in this case, performance objective number one, how you identified the relevant person who required the technical and/or functional information relating to the installation or maintenance duties etc you were carrying out).
“During a meeting with my supervisor I was informed that the facilities manager who was representing the client would require a full set of drawings and specifications along with manufacturers data and instructions for the installed equipment for this job. We were also required to pass on the installation certificate to the facilities manager at the handover and discuss and demonstrate some of the installed equipment to the facilities manager at the handover of this installation.
“The facilities manager was in charge of the maintenance team of this building and was himself an electrician, therefore, I knew beforehand the level of detail I could discuss about the installation with the facilities manager.”
Unit 303 Performance Objective No 2:
You discuss, with the relevant people, their technical and functional information requirements.
“I obtained the facilities managers mobile number from my supervisor and discussed with him the planned handover of the installation and the documentation including installation certificate, manufacturers data etc that I had planned to handover and asked him if there was anything in particular he wanted to discuss.
“He stated that he was particularly interested in obtaining as much information as possible about the central battery system for the emergency lighting and would require a demonstration of this system along with details of the maintenance and replacement batteries and explanation of how it functions. I relayed this conversation to my supervisor and went about ensuring that we had the information required prior to the handover.”
Unit 303 Performance Objective No 3:
You obtain current and relevant information from appropriate sources.
“The drawings, installation certificates and much of the manufacturers data had already been handed over to my supervisor prior to the handover and on completion of the testing of the installation. I obtained all the relevant information for the installation from the manufacturer’s manuals, the main contractor, head office and the electrical installation certification which included luminaires, accessories, switch gear and distribution, motors and starters, ELV, LV, single and three phase systems, lighting, power and controls.
“The manufacturers data relating to the type of batteries for the central battery system and where he could obtain replacement batteries was obtained by searching on the internet for a UK supplier of these batteries. This information was again handed to my supervisor to place within my company’s standard Operations & Maintenance manual folder.
“I provided information from the manufacturer of the batteries –
the manufacturer of the central battery system –
and gathered additional information from the Health and Safety Executive –
Unit 303 Performance Objective No 4:
You assess the nature and extent of information required by the relevant people in order for the installation, or equipment, to be operated safely and effectively.
“All relevant technical and functional information documentation was handed to the client. I obtained all the relevant information for the installation from the manufactures manuals, the main contractor, head office and the electrical installation certification which included luminaires, accessories, switch gear and distribution, motors and starters, ELV, LV, single and three phase systems, lighting, power and controls.
“The facilities manager was given all the correct user manuals to function the installation safely together with the technical information to maintain the installation.”
Unit 303 Performance Objective No 5:
You pass on the information in a timely, courteous and professional manner and in accordance with organisational procedures.
“All relevant documentation was sent on time within the job timescale. All information was compiled within my company’s standard Operations & Maintenance manual folder. Any issues were rectified in a meeting between myself, my supervisor and the client by discussing any issues or questions raised.”
Unit 303 Performance Objective No 6:
You provide written technical and functional information to the relevant people in accordance with organisational procedures.
“I ensured the relevant people got the correct information so that no serious problems will arise from mishandling equipment. I did this in a meeting and used a company standard folder for this.”
Unit 303 Performance Objective No 7:
You confirm that the relevant people receive the necessary health and safety information and advice in the approved manner.
“I explained to the client the importance of carrying out regular checks of the batteries and including a list of items that would need checking six monthly and yearly, such as battery voltage, room temperature, surface temperature of all cells, battery terminations, ventilation, charging current, capacity tests and storage and removal instructions. I ensured that a copy of these instructions were handed over to the client and that an additional copy was placed within the central battery system panel itself and advised that this copy should remain within the panel itself for maintenance purposes.
“I also advised that used batteries should be disposed of in the correct manner, preferably by returning these to the manufacturer or in another suitable manner via a recognised recycling agency. I provided information from the manufacturer of the batteries
the manufacturer of the central battery system
and gathered additional information from the Health and Safety Executive
Remember Key Criticals need to be covered OVER the three occasions and NOT in each logbook.
Two different relevant people
“Photos of me and the facilities manager, as outlined in the performance objectives above, I obtained the facilities managers phone number and discussed with him the technical and functional information he wished to see and discuss before the handover. I was able to determine that he was particularly interested in obtaining as much information about the central battery system and I able to discuss this with him during our meeting and able to give a demonstration of how the central battery system operated.”
Two Different Types of Electrical Equipment
“On this occasion the equipment included the whole installation and this consisted of control systems and components, luminaires, switchgear and distribution panels, components and accessories, motors and starters and electrical plant.”
REMEMBER, YOU ONLY NEED TWO OVER THE ENTIRE NVQ. THIS IS JUST AN EXAMPLE.
Both Technical and Functional Information
“The facilities manager was given all the correct user manuals to function the installation safely together with the technical information to maintain the installation. I have included evidence of the manufacturers data and operating instructions for the central battery systems, the O & M manual that was handed over to the client and a copy of the dis-board chart that was placed on DB3.
“Within the O & M manual are manufacturers data of the luminaires, accessories, switch gear and distribution, motors and starters, ELV, LV, single and three phase systems, lighting, power and controls.”
REMEMBER, YOU ONLY NEED TWO OVER THE ENTIRE NVQ. THIS IS JUST AN EXAMPLE.
You will need to cover User Instructions (Functional Information) on at least one occasion and this can include the circumstances when professional expertise should be called upon that may be outside your job responsibility.
Your witness testimony should be from an occupationally competent person such as your chargehand or supervisor. They should be familiar with the national occupational standards to which you are being assessed against and will be contacted by your assessor to validate the testimony provided.
You should not rely on witness testimonies as your main source of evidence. These are provided to support your photo/video evidence and your written account within your logbook. Your main source of evidence will be your photos / videos, so make sure you collect relevant evidence that are appropriate and clearly show you undertaking the tasks that you have described.
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