Maintain Training Facilities

COMPETENCY BASED LEARNING MATERIAL
Sector
TVET
Qualification Title:
TRAINING METHODOLOGY I
Unit of Competency: Maintain Training Facilities
Module Title: Maintaining Training Facilities
Technical Education & Skills Development Authority

NATIONAL TVET TRAINERS ACADEMY
Marikina City
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Maintain Training Facilities
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TRAINING METHODOLOGY 1
COMPETENCY-BASED LEARNING MATERIALS
No.
Unit of Competency
Module Title
Code
1.
Plan Training Session
Planning Training Session
2.
Facilitate Competency-Based
Training
Delivering Competency-Based
Training
3.
Supervise Work-Based
Learning
4.
Conduct Institutional
Assessment
Conducting
Assessment
5.
Maintain Training
Facilities
Maintaining Training Facilities
6.
Facilitate e-learning(Distance
Education Mode)
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Facilitating e- learning (Distance

Education Mode)
Maintain Training facilities
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MODULE CONTENTS
MODULE 5 : MAINTAINING TRAINING FACILITIES
Learning
Outcomes
Progress
Check
Training
No.
Duration
Learning Content
LO 1 Plan
maintenance
activities
Schedule of Maintenance
Information Sheet No. 5.1-1
Maintenance Program
Perform Task Sheet No.5.1-1
Prepare
Schedule
Equipment
Maintenance
Perform Task Sheet No. 5.1-2
Prepare Maintenance Inspection

Checklist
LO 2 Maintain
training
Types of Maintenance
equipment and Information Sheet No. 5.2-1 Types of
tools
Maintenance.
Perform Task Sheet No. 5.2-1 Prepare Tag-
Out Bill
Perform Task Sheet No. 5.2-2 Prepare
Equipment/Tools Record w/ Code and

Drawing
Equipment Maintenance Schedule (Refer

to LO1)
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Maintenance Inspection Checklist (Refer

to LO1)
Inspection Report
Perform Task Sheet No. 5.2-4 Prepare Work
Request
Equipment Breakdown/Repair Report

Salvage Report
LO 3
Implement
housekeeping
activities
a. Housekeeping System
5S
Housekeeping System
Housekeeping Schedule
Housekeeping Checklist
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b. OHS and Waste Management

Occupational
Health and Safety

Information Sheet No.5.3-3 Waste
Management
Perform Task Sheet No. 5.3-3 Prepare Waste
Segregation List
LO 4
Document
maintenance
inspections
Reporting and Documentation
Information Sheet No. 5.4-1 Report and
Documentation Process
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HOW TO USE THIS COMPETENCY BASED LEARNING MATERIAL

Welcome to the module in Maintaining Training Facilities. This module Training contains
training materials and activities for you to complete.
The unit of competency "Maintain Training Facilities contains knowledge, skills and attitudes
required for TRAINING METHODOLOGY (TM) 1.
You are required to go through a series of learning activities in order to complete each
learning outcome of the module. In each learning outcome are Information Sheets, SelfChecks, Operation Sheets and Job Sheets. Follow these activities on your own. If you have
questions, dont hesitate to ask your facilitator for assistance.
The goal of this course is the development of practical skills. To gain these skills, you must
learn basic concepts and terminology. For the most part, you'll get this information from the
Information Sheets and TESDA Website, www.tesda.gov.ph
This module was prepared to help you achieve the required competency, in "Maintaining
Training Facilities".
This will be the source of information for you to acquire knowledge and skills in this
particular competency independently and at your own pace, with minimum supervision or
help from your instructor.
Remember to:
Work through all the information and complete the activities in each section. Read
information Sheets and complete the self-check. Suggested references are included to
supplement the materials provided in this module.
Most probably your trainer will also be your supervisor or manager. He/she is there to
support you and show you the correct way to do things.
You will be given plenty of opportunity to ask questions and practice on the job. Make
sure you practice your new skills during regular work shifts. This way you will improve
both your speed and memory and also your confidence.
Use the Self-checks, Operation Sheets or Job Sheets at the end of each section to test
your own progress.
When you feel confident that you have had sufficient practice, ask your Trainer to
evaluate you. The results of your assessment will be recorded in your Record of
Achievement.
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You need to complete this module before you can perform the next module, Utilize
Electronic Media in Facilitating Training.
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SESSION PLAN
Sector
TVET
Qualification Title
Unit of Competency :
Module Title
Learning Outcomes:
1. Plan maintenance activities
2. Maintain training equipment and tools
3. Implement housekeeping activities
4. Document maintenance inspection
A. INTRODUCTION
This module covers the knowledge; skills and attitude in Maintaining Training Facilities of all nine (9) components (refer to module
No. 1 Planning Training Session). This unit of competency has 5 learning outcomes; each learning outcome contains learning
activities supported with instruction sheets. Before you perform the required activities, read the instruction Sheet and answer the
self check provided to confirm to yourself and your trainer that you are equipped with the knowledge necessary to perform the skills
portion of each learning outcome.
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B. LEARNING ACTIVITIES
LO 1 PLAN MAINTENANCE ACTIVITIES
Learning Content
Presentation
Scheduling maintenance
Practice
Feedback
Resources
Read Information
Sheet No. 5.1-1 on
Maintenance Program
Self- check
Compare answer to
self- check key answer
Information Sheet No. 5.1- 1

Self- Check key answer
Perform Task Sheet

No. 5.1-1 Equipment
Maintenance Schedule
Make equipment
maintenance schedule
Compare your
to Sample Template
Task Sheet No. 5.1-1

Equipment Maintenance
Schedule
Sample template
Compare your
maintenance
inspection checklist to
Sample Template

Maintenance Inspection
Checklist
Sample Template
Perform Task Sheet No. Make Maintenance

5.1-2 on Maintenance Inspection Checklist
Inspection Checklist
Time
LO 2 MAINTAIN TRAINING EQUIPMENT AND TOOLS
Learning Content
Presentation
Identifying types of
maintenance for equipment
and tools
Read information
Sheet No. 5.2-1 On
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Practice
Self-check
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Feedback
Compare answer to
Self-check Answer Key
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Resources
Information Sheet No. 5.21 on Types of Maintenance
Self-check
Self-check answer key
Time
Preparing maintenance
schedule and relevant
documents
Read
Information Self-check
Sheet No. 5.2-1 on the
preparation
of
and
relevant
documents
Compare your answer

to Self-check Answer
Key
Perform Task Sheet No. Prepare TAG-OUT BILL

of the particular tag-out
5.2-1 Tag-out Bill
equipment/ system/ test
instruments activity in
your workplace
Compare your work to Task Sheet No 5.2-1

Sample Template
Sample Template
Perform Task Sheet No.

Make Equipment Record
5.2-2
Equipment
w/ Code and Drawing
Record w/ Code and
Drawing List
Compare your
equipment record to
Sample Template

Equipment Record w/ Code &
Drawing List
Sample template
Perform Task Sheet

No. 5.1-1 Equipment
(Refer to LO1)
Compare your
to Sample Template

Equipment Maintenance
Schedule
Sample template
Make equipment
Perform Task Sheet No. Make Maintenance

5.1-2 on Maintenance Inspection Checklist
Inspection
Checklist
(Refer to LO1)
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on the Preparation of
Sample template
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Compare your
maintenance
inspection checklist to
Sample Template
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Maintenance Inspection
Checklist
Sample Template

5.2-3
on
making
Inspection Report
Make inspection report

of your equipment and
tools based on the
result of inspection.
Compare your
inspection report to
Sample Template
Task Sheet No. 5.2-3 On

Inspection report
Sample Template

5.2-4 on Work Request
Make work request Compare your work

based on the inspection request to Sample
report
Template
Task Sheet No. 5.2-4 on

Work Request
Sample Template
Perform task Sheet No.

5.2-5
on
Breakdown/Repair
Report
Make
breakdown/ Compare your
repair report based on breakdown/repair
the requested work
report to Sample
Template

Breakdown/Repair Report
Sample template
Perform task Sheet No. Make salvage report

5.2-6
on
Salvage
Report
Compare your salvage

report to Sample
Template
Task Sheet No. 5.2-6 on

Salvage Report
Sample Template
LO 3. IMPLEMENT HOUSEKEEPING ACTIVITIES

Learning Content
Maintaining
Facilities
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Presentation
Practice
Read Information Sheet No.5.3-1

On 5S Housekeeping System
Self- check
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Feedback
Resources
Compare
your Information Sheet No. 5.3answer to Answer 1 On 5S Housekeeping
Key
System
Self- check Answer Key
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Time
Sample Template
Waste
Management
Perform Task Sheet No.5.3-1

Preparing Housekeeping
Schedule
Make Housekeeping
Schedule in your
respective work
area.
Compare your
answer to Sample
Template

Schedule

checklist
Make Housekeeping
inspection checklist
Compare your
answer to Sample
Template

Checklist
Read information Sheet No. 5.32 On Occupational Health and

Safety
Self-check
Compare answer
to Answer Key
Sample Template
Information Sheet No.5.3-2
On Occupational Health
and Safety
Self-check
Self check Answer Key
Read Information Sheet No.5.3-3

on Waste Management
Self- check
Compare answer
to self-check
Answer Key

on Waste management
Self check
Self-check answer key
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Preparing Waste Segregation
List
Make waste
segregation list
Compare answer
to Sample
Template

Preparing Waste
Segregation list
Self-check
Self check Answer Key
Sample Template
LO 4 REPORT AND DOCUMENT MAINTENANCE PROCEDURES
Learning Content
Presentation
Practice
Regular inspections
in the work area
Read Information Sheet No. 5.5-1

on Reporting and Documentation
Process
Self-check
Feedback
Compare answer to
Resources

Reporting and
Self-check
Document
maintenance and
repair activities
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Time
C. ASSESSMENT PLAN
Written Test: Self-Check
Performance Test: Institutional Assessment with Oral Questioning and Written Tests
D. TEACHERS SELF-REFLECTION OF THE SESSION
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Competency Summary
UNIT OF COMPETENCY
MODULE TITLE
MODULE DESCRIPTOR:
This module covers the knowledge, skills and attitude in Maintaining Training
Facilities. It includes planning maintenance activities, preparing schedule of maintenance,
implementation of housekeeping activities, maintaining equipment and tools and
documenting maintenance inspection. You will also learn the importance of this unit of
competency in Maintaining Training Facilities based on the competency standard
promulgated in the Training Regulation in the implementation of Competency-Based TVET
Quality Framework (PTQF), what qualifications a Trainer should possess, and the
responsibilities in implementing a competency-based training program.
NOMINAL DURATION:
LEARNING OUTCOMES:
At the end of this module you MUST be able to:
1.
Plan maintenance activities
2.
Maintain training equipment and tools
3.
Implement housekeeping activities
Report and document maintenance procedures
ASSESSMENT CRITERIA:
Different Types of maintenance are explained and identified

Maintenance work schedule is prepared in accordance with machine/equipment
operating time/condition
Work instructions are prepared according to machines manual established by
enterprise
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Training resources are identified and classified

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

LO1. PLAN MAINTENANCE ACTIVITIES
Different types of maintenance are explained and identified

Maintenance work schedule is prepared in accordance with machine/equipment
operating time/condition
Work instructions are prepared according to machines manual established by
enterprise procedures
Training resources are identified and classified
Concerned department/personnel are informed on the schedule of work
according to standard operating procedure
CONTENTS:
The Quality management Cycle (QMC)

QMC in the Maintenance Program
Proper Utilization of Equipment and Tools
CONDITIONS:
Participants must be provided with the following:
Maintenance program flow chart
Quality management cycle flow chart
Sample template of checklist of training resource
Sample template for inventory of training resources
Sample template for requisition of instructional equipment, tools, supplies and
materials
METHODOLOGIES:
Lecture/Presentation
Self- paced instruction
Group discussion
ASSESSMENT METHODS:
Oral questioning
Written test
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LO2 Maintain Training Equipment and Tools

Different Types of maintenance are explained and identified

Tools and equipment are identified according to classification/specification and job
requirements.
Tools and equipment are tagged-out according to its condition.
Non- functional tools and equipment are segregated and labeled according to
classification.
Tools and equipment are maintained according to manufacturers manual.
Safety of tools and equipment are observed in accordance with manufacturers
instruction.
Conditions of PPE are checked in accordance with manufacturers instructions.
CONTENTS:
1.
2.
3.
4.
5.
6.
7.
Executing Regular Maintenance Activities and Routine Servicing Repair
Maintenance Procedures
Responding to Failed or Unsafe Equipment
Securing of Equipment and Tools
Reporting of Complex Faults or Repair Requirements
Documenting and Reporting of Maintenance Activities
CONDITIONS:
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Sample template of equipment maintenance activities and routine servicing

repair
Sample template of equipment inspection checklist
Sample template of equipment checklist of identifying equipment and tools
Maintenance procedures
Sample template of reporting complex faults and repair
Sample template of documenting and reporting of maintenance activities
Equipment and tools securing standards
Manufacturers Instructions/Manual
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METHODOLOGIES:
Group discussion
ASSESSMENT METHOD:
Oral questioning
Written test
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LO3. IMPLEMENT HOUSEKEEPING ACTIVITIES

Regular inspection is applied according to procedures and standards.

Occupational Health and Safety and 5S procedures are applied in maintaining
facilities.
Disposal of waste and dangerous chemicals are based on Occupational Health and
Safety procedures.
Instructional materials and supplies are secured in accordance with manufacturers
procedures.
CONTENTS:
Regular inspection procedures and standards.

Occupational Health and Safety and 5S procedures in maintaining facilities.
Checking of disposal of waste and dangerous chemicals.
Securing of instructional materials and supplies in safe places
CONDITIONS:
Participants must be provided of the following:
Copy of regular inspection procedures and standards

Copy of Occupational Health and Safety manual and 5S procedures
Copy of Occupational Health and Safety ,regulations, organizational policies and
other regulations
Copy of Instructional materials and equipment securing procedures
Sample template of waste disposal
Blank form for waste disposal
METHODOLOGIES:
Self paced instruction
Group discussion
ASSESSMENT METHODS:
Oral questioning
Written test
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LO4. REPORT AND DOCUMENT MAINTENANCE PROCEDURES
Regular inspections are recorded as per company practices

Maintenance and repair activities are documented
Documents are kept for future use
CONTENTS:
Reporting and Documentation Process

Types of Documents in the Maintenance of Facilities
CONDITIONS:
Regular inspection procedures and standards

Organizational policies
Procedures of keeping documents
METHODOLOGIES:
Group discussion
ASSESSMENT METHOD:
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Oral questioning
Written test
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Learning Experiences
Learning Outcome 1
PLAN MAINTENANCE ACTIVITIES
Learning Activities
Special Instructions
Read Information Sheet No. 5.1-1 on

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

Preparing Equipment Maintenance
Schedule.
preparing Equipment Maintenance
Schedule.
Compare answer with sample template for

Equipment Maintenance Schedule
Perform Task Sheet No. 5.1-2 on

preparing Maintenance Inspection
Checklist
preparing Maintenance Inspection
Checklist.
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Compare answer with sample template for

Maintenance Inspection Checklist
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Learning Experiences
Learning Outcome No.2
Maintain Training Equipment and Tools
Read Information Sheet No.5.2-1 on

Types of Maintenance.
Answer learning evaluation on Types Compare answers to Self- check Key Answer
of Maintenance
Perform Task Sheet
Preparing Tag Out Bill
No.
5.2-1
Answer learning
evaluation on Compare your work to sample template for Tag
Preparing Tag Out Bill
Out Bill.

Preparing Equipment Record w/ Code
& Drawing List
Answer learning
evaluation on Compare your work to sample template for
Preparing Equipment Record w/ Code Equipment Record w/ Code & Drawing.
& Drawing List
Preparing Equipment Maintenance
Schedule (Refer to LO1)
Answer learning evaluation Preparing Compare your work to sample template for
Equipment Maintenance Schedule
Equipment Maintenance Schedule.

Preparing Maintenance Inspection
Checklist (Refer to LO1)
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Answer learning evaluation on Compare your work to sample template for

Maintenance Inspection Checklist.
Preparing Inspection Report
Answer learning
Inspection Report
evaluation
Perform Task Sheet

Preparing Work Request
No.
5.2-3
on Compare your work to sample template for

Inspection Report.
5.2-4
Answer learning evaluation on Work Compare your work to sample template for Work
Request
Request.
Preparing Breakdown/Repair Report
Answer learning evaluation
Breakdown/Repair Report
Preparing Salvage Report
Answer learning
Salvage Report
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evaluation
on Compare your work to sample template for

Breakdown/Repair Report.
5.2-6
on
Compare your work to sample template for

Salvage Report.
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LEARNING EXPERIENCES
IMPLEMENT HOUSEKEEPING ACTIVITIES
Learning Activities
Special Instructions

5S Housekeeping System
Answer learning evaluation on 5 S
Housekeeping System
Compare your answers to Self- check key answer.
Perform Task Sheet No. 5.3.1

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

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

Occupational Health and Safety
Occupational Health and Safety
Compare your answers to Self-check key answer.
Read Information Sheet No. 5.3-3 on Compare your answers to Self-check key answer
Waste Management.
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Answer learning evaluation on Waste

Management.

Preparing Waste Segregation list
.
Preparing Waste Segregation list
.
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Compare your Waste Segregation list to Sample

template.
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LEARNING EXPERIENCES
DOCUMENT MAINTENANCE INSPECTION
Reporting and Documentation Process
Reporting and Documenting Process
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Compare answers to Self-check answer key.
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INFORMATION SHEET NO.5.1-1
MAINTENANCE PROGRAM
Learning Objectives: After reading this INFORMATION SHEET, YOU MUST be
able to understand the Quality Management Cycle ( QMC), Maintenance
programming and scheduling.
Contents:
The Quality management Cycle (QMC)
QMC in the Maintenance Program
Proper Utilization of Equipment and Tools
DEFINITION OF TERMS
Maintenance Program- is a comprehensive list of maintenance and its
incidents. This would include all maintenance activities to be undertaken ,
manpower needed, maintenance methods to be used, all the materials and
supplies needed for the maintenance and cost involved in the maintenance.
Maintenance Schedule- Is a list allocating specific maintenance of an area.
Equipment and tools to a specific period. The maintenance schedule is just a
part of the maintenance program.
A.
The Quality Management Cycle (QMC)
In preparing the maintenance program, It would be best if we will adhere to

the Quality Management Cycle.
Quality management- is a method for ensuring that all the activities necessary
to design, develop and implement a product or service are effective with
respect to the system and its performance.
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The following diagram is the Shewhart cycle (PDCA) for quality improvements.
Made popular by Dr. Deming.
The Quality Management Cycle(delete)
PLAN
DO
CHECK
ACT
=
=
=
=
PLAN
IMPLEMENT
ASSESS/CORRECT
SUSTAIN
The philosophy is to keep improving the quality of an organization. It is

defined by the four key steps:
Plan: Design and revised business process components to improve
results.
Do: Implement the plan and measure its performance
Check: Assess the measurements and report the results to decisions
makers
Act: Decides on changes needed to improve the process.
The consolidation phase enables the organization to take stock of what has
been taking place and to ensure made to processes that require
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documentation (both to allow processes to be repeatable and to facilitate

recognition of the achievement of some form of quality standard).
B. QMC IN THE MAINTENANCE PROGRAM
The philosophy of the Quality Management Cycle can be applied in the
Maintenance Program of an organization. The first step of the Quality
Management cycle in maintenance is to Plan by preparing all the details of the
maintenance program. Then DO, wherein the organization implements the
methods and strategies of maintenance based on the maintenance schedule.
Then CHECK , here the organization regular inspects equipment to determine if
the required maintenance procedures are conducted .Finally ACT, here the
organization acts on the result of the inspection conducted
1. Plan. Here in this stage an organization must be able to prepare a good maintenance
program which will define the standards for Best Management Practices. The
maintenance
program
must
clearly
answer
the
question
on
WHY,WHO,WHAT,WHEN, WHERE and HOW.
WHO
WHAT
WHY
How
Facilities Maintenance
WHERE
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WHEN
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Why Maintain?
1. General Objective:
To maintain the optimum condition of physical facilities at acceptable levels and
minimum cost to satisfy the expected demands of TVET programs and activities.
2. Specific Objectives:
To extend the useful life of physical facilities

To assure the operational readiness of installed equipment and maximum
possible return on investments.
To properly discard hazardous wastes
To ensure the safety of personnel using the facilities, physical properties and
the environment.
What can we gain from maintaining our facilities?
Ensured SAFE environment

Improve MORALE of human resources
Reduced operational COST
Increased PRODUCTION
Prolonged LIFE facilities
Prompt DELIVERY of services/ product
WHO?
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Who will manage the activities?

Who will monitor and evaluate the operations?
Who will prepare the maintenance schedule?
Who will implement the program?
Who will keep the records?
Who will conduct inspection?
Who will certify and accept the work?
Who will prepare the report?
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Functional Chart of Technical Support Services
In- charge of inventory,

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

and evaluates team
operation.
Team Manager
Administrative Officer
Area Head
(Structures&
Grounds)
Area Head
(Equipment & Service Vehicles)
Building/s
Area Head
(Ecology)
Tools and
Equipment
Electrical
Service Vehicles
Formulates, Schedules,
Supervises/implements and inspect all
unit of activities
Water/Plumbing
Communication
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What, Where, When?
What routine actions must be done to keep the device on working order?
Where is the maintenance activity to be carried out?

When do you perform the maintenance activities?
How to maintain?
The question on how do we implement the maintenance program will center on the
5Ms are as follows:
Manpower
Money (Financial Resources)
Methods and System
Machines (Facilities)
Materials and Supplies
2. DO. Here in this stage the organization through the clearly identified Maintenance
Program, must be able to practice the Methods and System defined in order to meet
the standards (measurable performance levels of maintenance execution)
established.
5S
Maintenance Methods and

System
Preventive Maintenance
Corrective Maintenance
Overall, the combination of standards, methods and strategies are elements of an

integrated Planted Maintenance System.
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SAMPLE EQUIPMENT MAINTENANCE SCHEDULE

In order to perform the maintenance of specific equipment, a Maintenance Schedule is
drawn to guide the personnel in the proper methods system . One best source of the list of
the maintenance activities of an equipment is its manufacturers manual, In the absence of
it, the plan can be derived from the known maintenance methods of the equipment.
Below is the sample Equipment Maintenance Schedule For Desktop Computer in the
Practical Work area/ Computer Laboratory of a Training Center for PC Operations. You may
see that that this maintenance schedule is for a specific equipment only, denoted by unique
property code.
SAMPLE TEMPLATE NO. 2
EQUIPMENT MAINTENANCE SCHEDULE
EQUIPMENT TYPE
Desktop Computer
EQUIPMENT CODE
Computer 1
LOCATION
Practical Work Area / Computer Laboratory

Schedule for the Month of_____________
ACTIVITIES
MANPOWER
1. Clean
computers
and printers
IT Personnel
IT Personnel
2.Check
computer for
viruses
3. Clean
computer
peripherals
4. Check
electric and
computer
connections
5.Turn off
unit when
not in use or
at the end of
the day.
NTTATESDA
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Daily Every Weekly Every Monthly

Other
15th
Day
Day
IT Personnel
IT Personnel
IT Personnel
Remarks
Date Developed:
Document No.
Issued by:
Developed by:
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3.
CHECK. To determine if the maintenance program is implemented according to

what is planned, an assessment must be done. The result of the assessment will then
be recorded and recorded to the proper authorities for the immediate action.
Regular inspections are conducted to assure that the maintenance activities are
done on the date and time it was planned and that the performance levels adhered
to the defined standard.
SAMPLE EQUIPMENT INSPECTION CHECKLIST

Below is a sample Maintenance Inspection Checklist. You may note that this checklist
pertains to the same equipment with the Maintenance Schedule (see sample). This checklist
will confirm if the maintenance activities have been performed in order to prolong the life of
this particular equipment. The Inspection items are stated in a question form as these serve
as the criteria or standards of maintenance.
Sample Template No. 3 : MAINTENANCE INSPECTION CHECKLIST

Equipment Type
Property Code
Number
Location
YES
NO
NTTATESDA
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:
:
:
:
Desktop Computer
Computer 1 / 1001A
INSPECTION ITEMS
1.
Are the peripherals (keyboard, mouse, etc.) returned to
their proper places?
2.
Is the computer unit turned off when not in use?
3.
Is the computer unit in good working condition?
4.
Is the equipment arranged for the purpose of safety and
ease in maintenance?
5.
Is the auto- voltage regulator (AVR) and/or UPS turned off
when not in use?
6.
Is the computer unit free from any virus.?
Date Developed:
Document No.
Issued by:
Developed by:
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ACT. The inspection will allow the organization to determine if the standards of
4.
maintenance are met. This will also allow the identification of further improvement
in the process and procedures. Hence, the results of the inspection must be properly
documented and reported to the proper authorities for immediate action or
correction needed.
C.
PROPER UTILIZATION OF EQUIPMENT AND TOOLS
The proper use of the training tools and equipment is the first and foremost task in the
maintenance. The proper use of tools and equipment is a very important task of the worker
in any trade. They must be able to use them in accordance to the manufacturers manuals
as this would evidently extend the life of the equipment and tools.
USERS MANUAL: For the Safe and Proper Operation of an Equipment or Tools.
When using equipment and simple tools, it is best to read the manufacturers and
/or users manuals. This would indicate the part of the equipment, the functions of each
part and the way to maintain it. We must always refer to it for reference. The users
manuals must be kept handy and within the Quality Control Area where the equipment is
kept for immediate reference.
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Document No.
Issued by:
Developed by:
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TASK SHEET NO. 5.1-1

Learning Outcome: Prepare Schedule of Maintenance
Task: Prepare an Equipment Maintenance Schedule
Learning Objectives:
After reading the Information Sheet No. 5.1-1, Using the Blank Template, YOU MUST be able
to prepare EQUIPMENT MAINTENANCE SCHEDULE of the particular equipment in your
workplace.
Time Allotment: 30 mins.

Materials and equipment needed:
1.
2.
3.
4.
5.
Template #1
Sample template # 1
TR/CBC
Inventory of Tools and Equipment
Laptop/PC
Procedures:
1.
2.
3.
4.
5.
Prepare all your reference materials and laptop/PC

Identify only one type of equipment from the Inventory of Tools and Equipment.
Fill up all items in Template #1.
Tick the schedule corresponding to each given activity.
Call your facilitator who will guide you and check your work after doing this activity.
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Document No.
Issued by:
Developed by:
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Performance Criteria Checklist
CRITERIA
Trainees were oriented about the task
Materials and equipment are provided
Safety of tools and equipment were observed in accordance with the
manufacturers instruction
PPE condition was checked in accordance with the manufacturers instruction
The performance of the trainees were evaluated based on Performance Criteria
Feedback to trainees was provided.
NTTATESDA
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Date Developed:
Document No.
Issued by:
Developed by:
Revision # ___
Yes
No
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Learning Outcome: Prepare Schedule of Maintenance
Task: Prepare Maintenance Inspection Checklist
After reading the information Sheet No. 5.1-2, YOU MUST be able to Prepare an inspection
Checklist on the same equipment you have chosen in Task Sheet No. 5.1-1.
1
2
3
4
5
Template #2
Sample template #2
TR/CBC
Laptop/PC
Procedures:
1.
2.
3.
4.
5.

Identify the same equipment you have chosen in Task Sheet No. 5.1-1.
Tick the box corresponding to each given inspection items.
NTTATESDA
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Date Developed:
Document No.
Issued by:
Developed by:
Revision # ___
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CRITERIA
Trainees were oriented about the task.
Materials and equipment were provided.
Safety of tools and equipment were observed in accordance with the
manufacturers instruction.
PPE condition was checked in accordance with the manufacturers instruction.
The performance of the trainees was evaluated based on Performance Criteria.
Feedback to trainees was provided.
NTTATESDA
QA
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Date Developed:
Document No.
Issued by:
Developed by:
Revision # ___
Yes
No
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SELF-CHECK On Learning Outcome 1
Directions: Choose a best answer for each number.

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

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

Improve morale of human resources
Reduced operation cost
All of the above
2.
3.
The philosophy to keep improving the quality of an organization is defined by

four keys:
a.
b.
c.
Plan, Do, Act and Check

Plan, Do, Check and Act
None of the above
a.
b.
c.
The best reference for the proper use and maintenance of an equipment is the:
Maintenance program
Users or Manufactures manuals
Inspection checklist
4.
5.
The question on how do we implement the maintenance program will center

on the 5Ms which include:
a.
Manpower, Money (Financial Resources), Methods and Systems
b. Machines (Facilities), Mechanical, Money
c.
None of the above
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Answer Key
Model Answer to Self- check On Learning Outcome 2

1.
2.
3.
4.
5.
NTTATESDA
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b. Maintenance Program
c. All of the above
b. Plan, Do, Check and Act
a. Manpower, Money.(Financial Resources), Methods and Systems
b. Users or Manufacturers Manuals
Date Developed:
Document No.
Issued by:
Developed by:
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INFORMATION SHEET NO. 5.2-1
After reading this INFORMATION SHEET, YOU MUST be able understand the different
types of maintenance and maintenance program to be used in your workplace/area, and be
able to implement and carry out Maintenance system in your prospective areas / workplace.
Contents:
Types of maintenance
Tag-Out Bill
The principal objectives of maintenance can be clearly defined as follows:
1. To extend the useful life of assets (i.e. every part of the site, building and
contents).
2. To assure the optimum availability of installed equipment for protection (or
service) and obtain the maximum possible return of investment.
3. To ensure operational readiness of all equipment required for emergency use.
4. To ensure the safety of personnel using facilities.
DEFINITION OF TERMS:
Maintenance - work that is done regularly to keep equipmen ,building and grounds in
good condition and working order.
A.
Planned Maintenance Work activities are performed as scheduled/ expected.

Work is based- on pre- conceived/ planned activities.
Sample: Changing of oil of car engine, this is controlled by two factors a).
mileage, b). time or whichever comes first.
1.
Preventive Maintenance - Maintenance performed to PREVENT or FIND failures

BEFORE they develop into a breakdown.
Time- Based Maintenance based on calendar days or running hours

or usage. (Inspection, cleaning, lubrication, programmed replacement
and repairs). Example: Change oil every months or every 5,000 km.
Conditioned- Based Maintenance visual monitoring and condition

monitoring technique (temperature, hydraulic fluid wear, surface
condition, crack, leaks, vibration, corrosion/erosion, electric insulation,
etc.)
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1.
Predictive Maintenance Maintenance performed at a predetermined

periods when the maintenance activity is most cost effective and before the
equipment fails.
2. Corrective Maintenance - Maintenance performed to CORRECT or REPAIR a
failure.
Controlled Maintenance Condition improvement/enhancement of

equipment.
Example: Engine overhaul. Also referred to as Proactive Maintenance
maintenance performed to stabilize the reliability of machines or
equipment.
Breakdown Maintenance Repair done when the equipment fails

while in operation. Also referred to as Reactive Maintenance
maintenance performed as a reaction to failure.
B.
Unplanned Maintenance Maintenance performed unexpectedly.

B.1. Emergency maintenance performed to put the item on hand
IMMEDIATELY to avoid serious consequences, i.e. Loss of production, disrupted
schedule, extensive damage to assets, idle workers or for safety reasons
Example: A hacksaw blade breaks-up during operation, this is an unplanted
situation, what you need to do is buy new blade and replace it.
DIAGRAM 1
MAINTENANCE
PLANNED
Preventive
Time-Based
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Predictive
Condition-Based
UNPLANNED
Emergency
Corrective
Controlled
Date Developed:
Breakdown
Document No.
Issued by:
Developed by:
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Tag Out Bill:

A system of documents being applied to warn or let you know whether something in your
workplace should either be operated with extra care or left alone.
Purposes of Tag-Out Bill
1. To provide a procedure to prevent the improper operation of a component,
piece of equipment a system, or portion of a system that is isolated or in an
abnormal condition.
2. To provide a procedure in operating an instrument that is unreliable or not in
normal operation condition.
3. To provide separate procedures when accomplishing certain planned
maintenance system.
Tag Out Bill on:
Corrective Maintenance
An equipment must be tagged out if you are working on one that must have its power
supply working on the equipment.
Preventive Maintenance
Power switches should be tagged-out when the technical manual of the equipment directs
you secure the electrical power.
Tag-out Documents
Tag out Logs
Caution Tags
Danger Tags
Out of Calibration Labels
Out of Commission Labels

Equipment Tag-out Procedures
1. Post Danger Tags, Caution Tags and instrument Out-of Commission Tags/out-of
Calibration labels following authorized procedures.
2. Do not remove or break posted safety tags without proper authorization.
Tag-out activity should be supported by properly accomplished document.
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Issued by:
Developed by:
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Example of Tag Out Bill
SAMPLE TEMPLATE 3: TAG-OUT BILL

LOG
SERIAL
01
02
03
DANGER/CAUTION TAG-OUT INDEX AND RECORD AUDITS

DATE
TYPE
DESCRIPTION
ISSUED ( Danger/Caution)
(System Components, Test
reference ,etc.
1/2/10
Danger
Power switch under repair
2/24/10
Warning
Transformer perimeter fence
warning signs installation
6/5/10
Caution
On-going grinding activity
Prepared by:
______________________
Trainer
DATE
COMPLETED
1/10/10
3/3/10
6/5/10
Approved:
____________________
Supervisor
Tag-out activity should be supported by properly accomplished document shown above.

Date Developed:
Document No.
NTTATraining Methodology I
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I.
PREVENTIVE MAINTENANCE
Preventive Maintenance of Machines / Facilities

Coverage:
Structure and Surroundings

Included services
Tools and Equipment
Vehicles
Preventive Maintenance of Materials and Supplies
Office
Training
Sample Template 4 : OPERATION OF EQUIPMENT

Equipment Type
Desktop Computer
Equipment Code
Computer 1
Location
Operation Procedures :
1.
2.
3.
4.
5.
6.
7.
Check power cords and cables. Check connections.

Turn on AVR/UPS and then turn on the computer.
Use the computer properly.
Scan the computer and any removable devices regularly.
Properly shut down the computer when not in use.
Turn off the AVR/UPS after shutting down the computer.
Return the mouse and keyboard to their proper place after use.
SAFETY
The freedom from danger, injury or damage.

According to Japanese Standard, an addition to 5S is Safety, thus 5S will become
5S + 1
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Developed by:
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Ways to learn and understand SAFETY
Accidental Experiences. Experiences which were caused by accidents.

Safety Education. A means of developing awareness of the dangers inherent in a
situation, thus enabling the learner to avoid or minimize corresponding injuries.
SAFETY PRECAUTIONS
Concerning People
When working, wear appropriate protective clothing.

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

Keep the area organized so that there are no obstacle lying around on the floor.
The equipment and the floor are around the equipment must be free from dust
and any chipping.
Workbenches must be strong and sturdy, and their surfaces treated with nonskid materials.
TIPS IN PREPARING A CHECKLIST

1.
Keep it simple one page per checklist.
2.
Follow a logical sequence.
3.
Use bullet enumerated points, if relevant.
4.
Consider the 5WH.
5.
Avoid making assumptions.
6.
From each item in your checklist, other items will naturally originate from it.
NTTATESDA
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Date Developed:
Document No.
Issued by:
Developed by:
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SAMPLE TEMPLATE 5: EQUIPMENT RECORD W/ CODE AND DRAWING LIST

EQUIPMENT RECORD W/ CODE AND DRAWING
M 04
Eqpt.
No.
G 1001
M04
G 1002
No.
Location
Qnty
Title
Pipeline
Booster
Pump
Motor
Description
Welrs Pumps
Ltd. Size/Type
OK Serial No.
A11556-001
B11556-002
Brook
Crompton
Frame: 280th
PO No.
10200
GO
10200
GO
Drawing
Ref.
02 1020 E
02 1021 E
SAMPLE TEMPLATE OF EQUIPMENT MAINTENANCE SHEDULE (Refer to LO1)
SAMPLE TEMPLATE OF EQUIPMENT INSPECTION CHECKLIST (Refer to LO1)
NTTATESDA
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Ensured SAFE environment

Improved MORALE of human resources
Reduced operational COST
Increased PRODUCTION
Prolonged LIFE of facilities
Prompt DELIVERY of services/products
Date Developed:
Document No.
Issued by:
Developed by:
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Prevention
damage to
environment
Prevention
of
failures, damages.
of
the
PLANET
Prevention
of
accidents (to save
lives and limbs)
PROPERTIES
PEOPLE
SAMPLE TEMPLATE 6 : INSPECTION REPORT

Area / Section
In-Charge
IT Personnel (Name)
FACILITY TYPE
INCIDENT
Printer HP Deskjet Overheating

695C
Monitor of PC No. 1 Black out
Monitor of PC No. 2
Static screen
Monitor of PC No. 3
Half screen visibility
ACTION TAKEN
Sent to HP service
center for repair
Sent to computer
technician
Sent to computer
technician
Sent to computer
technician
Reported by:
PROGRESS /
REMARKS
Cannot be repaired;
replace printer
Cannot be repaired;
replace monitor
Buy monitor parts
and
replace
damaged parts
Buy monitor parts
and
replace
damaged parts
Date
Signature Over Printed Name
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Date Developed:
Document No.
Issued by:
Developed by:
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SAMPLE TEMPLATE 7 : WORK REQUEST
WORK REQUEST
Unit
No.
Description:
Compressor, instrumentation air, No. 1
5-20
Observation:
V-BELTS WORN
Date Reported:
Aug. 15, 2010
Reported by:
Should be replaced
Tonet
Date completed:
Activity:
Sign:
Spare parts used:
SAMPLE TEMPLATE 8 : BREAKDOWN / REPAIR REPORT

Area / Section
IT Personnel (Name)
FACILITY TYPE
Printer HP Deskjet 695C
NATURE OF BREAKDOWN
Overheating
RECOMMENDATION
Sent to HP service center for
repair
Reported by:
Date

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Sample Template 9
: SALVAGE REPORT
Area / Section
Area / Section
IT Personnel (Name)
FACILITY TYPE
PART ID
RECOMMENDATION
Floor Model High Speed

Color Printer
Ink Cartridge
Store as back-up cartridge for

other floor model printer
Reported by:
Date
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Date Developed:
Document No.
Issued by:
Developed by:
Revision # ___
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TASK SHEET NO. 5.2-1 On Learning Outcome 4

Learning Outcome: Maintain Training Equipment and Tools
Task Title: Prepare Tag-out Bill
Learning Objective:
Given Tag-out Bill documents, materials, equipment and procedures, you must be able to
prepare Tag-out Bill using blank template No. 3.
1.
2.
3.
4.
5.
6.
7.
Template #3
Sample template #3
TR/CBC
Laptop/PC
Bond paper, ball pen and pencil
Tag-out Bill documents and procedures
Steps/Procedures:
1. Prepare all your reference materials and laptop/PC
2. Identify a piece of equipment (you have chosen in task sheet no. 5.1-1) with
improper operation of equipment of a component or a portion of system that is
isolated or in abnormal operation.
3. Write the name of equipment or system components description in column 4
Description.
4. Fill up all other items in Blank template #3.
5. Call your facilitator who will guide you and check your work after doing this activity.
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Date Developed:
Document No.
Issued by:
Developed by:
Revision # ___
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CRITERIA
Did the trainer prepare the needed tools and equipment for the task?
Was there a full utilization of work areas/resources?
Was the safety of tools and equipment observed in accordance with the
manufacturers instruction?
Is PPE condition checked in accordance with the manufacturers instruction?
Did the trainer monitor the activities?
NTTATESDA
QA
SYSTEM
Date Developed:
Document No.
Issued by:
Developed by:
Revision # ___
Yes
No
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Task: Prepare an Equipment Record with Code and Drawing
After reading the Information Sheet No. 5.2-1, using the Blank Template 5, YOU MUST be
able to prepare Equipment Record w/ Code and Drawing.
Time Allotment:
1.
2.
3.
4.
5.
6.
7.
8.
Template 5
Sample template 5
TR/CBC
Invoice/Acceptance Report
Previous inventory report (if available)
Laptop/PC
Ballpen
Any Manual/Instruction for Recording (if available)
Procedures:
1.
2.
3.
4.

Fill up all items in Template 5.
Observe safety of tools and equipment.
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Date Developed:
Document No.
Issued by:
Developed by:
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CRITERIA
The trainer prepares the needed tools and equipment for the task.
All needed forms and documents were provided.
Safety of tools and equipment was observed in accordance with the
The trainer monitors the activities.
NTTATESDA
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Date Developed:
Document No.
Issued by:
Developed by:
Revision # ___
Yes
No
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TASK SHEET NO. 5.1-1 On Learning Outcome 4 Equipment Maintenance Schedule

(Refer to LO1)
TASK SHEET NO. 5.1-2 On Learning Outcome 4 Maintenance Inspection Checklist

(Refer to LO1)
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Date Developed:
Document No.
Issued by:
Developed by:
Revision # ___
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TASK SHEET NO. 5.2-3 on Learning Outcome No.4

Task: Prepare an Inspection Report
able to prepare Inspection Report based on the Maintenance Inspection Checklist result.
Time Allotment:
1.
2.
3.
4.
5.
6.
7.
Template 6
Sample template 6
TR/CBC
Laptop/PC
Ballpen
Any Maintenance Inspection Manual/Instruction (if available)
Procedures:
1. Prepare all your reference materials and laptop/PC.
2. Fill up all items in Template 6 based on the Maintenance Inspection Checklist
result.
3. Segregate and label inspected equipment.
4. Call your facilitator who will guide you and check your work after doing this
activity.
NTTATESDA
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Date Developed:
Document No.
Issued by:
Developed by:
Revision # ___
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CRITERIA
Full utilization of facilities and resources.
All needed forms for the task were provided.
All needed manufacturer and instruction manual were provided.
NTTATESDA
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Date Developed:
Document No.
Issued by:
Developed by:
Revision # ___
Yes
No
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Task: Prepare a Work Request
able to prepare Work Request based on the Inspection Report or Breakdown/Repair Report.
Time Allotment:
1.
2.
3.
4.
5.
6.
Template 7
Sample template 7
TR/CBC
Inspection Report or Breakdown/Repair Report
Laptop/PC
Ballpen
Procedures:
1. Prepare all your reference materials and laptop/PC.
2. Fill up all items in Template 7 based on the Inspection Report or
Breakdown/Repair Report.
3. Identify damaged equipment and tools.
4. Indicate the damage/problem of the equipment/tools.
5. Recommend possible solution.
6. Call your facilitator who will guide you and check your work after doing
this activity.
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Date Developed:
Document No.
Issued by:
Developed by:
Revision # ___
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CRITERIA
Trainer oriented student about the task.
All needed forms for the task were provided.
All needed manufacturer and instruction manual were provided.
Full utilization of facilities and resources.
NTTATESDA
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Date Developed:
Document No.
Issued by:
Developed by:
Revision # ___
Yes
No
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Task: Prepare a Breakdown/Repair Report
able to prepare Breakdown/Repair Report.
Time Allotment:
1.
2.
3.
4.
5.
6.
Template 8
Sample template 8
TR/CBC
Equipment Record
Laptop/PC
Ballpen
Procedures:
1.
2.
3.
4.
5.
6.
NTTATESDA
QA
SYSTEM
Prepare all your reference materials and laptop/PC.

Fill up all items in Template 8.
Identify the damaged tools/equipment.
Identify the nature of breakdown of the equipment.
Recommend possible solution.
Call your facilitator who will guide you and check your work after
doing this activity.
Date Developed:
Document No.
Issued by:
Developed by:
Revision # ___
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CRITERIA
Did the trainer prepare the needed equipment for the task?
Is the condition of PPE checked in accordance with the manufacturers
instruction?
Is the safety of tools and equipment observed in accordance with the
Did the trainer provide feedback to trainees?
Was there a manufacturer and instruction manual provided?
NTTATESDA
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Date Developed:
Document No.
Issued by:
Developed by:
Revision # ___
Yes
No
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Task: Prepare Salvage Report
After reading the information Sheet No. 5.2-1, YOU MUST be able to prepare a Salvage
Report on the same equipment you have chosen.
1.
2.
3.
4.
5.
6.
7.
Template # 9
Sample template #9
TR/CBC
Laptop/PC
Pencil/Pen
Manual of Procedures
Procedures:
1. Prepare all your reference materials and laptop/PC
2. Identify the same equipment you have chosen. Indicate the Property
Number.
3. Fill up all items in Template #9.
4. Tick the box corresponding to each given inspection items.
5. Call your facilitator who will guide you and check your work after doing
this activity.
NTTATESDA
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Date Developed:
Document No.
Issued by:
Developed by:
Revision # ___
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CRITERIA
Appropriate forms and records were provided.
The condition of PPE was checked in accordance with the manufacturers
instruction.
The safety of tools and equipment were observed in accordance with the
Feedback was provided to trainees.
Activities were monitored.
NTTATESDA
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Date Developed:
Document No.
Issued by:
Developed by:
Revision # ___
Yes
No
Page 58 of
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Directions: Identify the term described by the sentence. Write your answer
on the blank before the number.
____________1. Work that is done regularly to keep equipment, building and
grounds in good condition.
____________ 2. Work activities are performed as schedule/ expected. Work
is based- on pre-conceived/planned activities.
____________ 3. Maintenance performed unexpectedly.
____________ 4. Maintenance performed at a predetermined periods when
the maintenance activity is most cost effective and before the equipment fails.
____________ 5. Condition improvement/enhancement of equipment.
____________ 6. Repair done when the equipment fails while in operation.
____________ 7. A system of documents being applied to warm or let you
know whether something in your workplace should either be operated with
extra care or left alone.
____________ 8. Based on calendar days or running hours or usage
(Inspection, cleaning, lubrication, programmed replacements and repairs).
____________ 9. Visual monitoring and condition monitoring technique
(temperature, hydraulic fluid, wear, surface condition, crack, leaks, vibration,
corrosion/erosion, electric insulation etc.).
____________ 10. Maintenance performed to PREVENT or FINDS failures
BEFORE they develop into a breakdown.
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Answer Key
Model answer to Self-check on Learning Outcome 4
1. Maintenance
2. Planned Maintenance
3. Unplanned Maintenance
4. Predictive Maintenance
5. Controlled Maintenance
6. Breakdown Maintenance
7. Tag-Out Bill
8. Timed-Based Maintenance
9. Condition- Based- Maintenance
10.Preventive Maintenance
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THE 5S HOUSEKEEPING SYSTEM

Learning objectives: After reading this INFORMATION SHEET, YOU MUST be able to
understand the application of 5S Housekeeping system your workplace.
5S is a reference to five Japanese words that described standardized cleanup:
Definition of Terms:
5S is a systematize approach to organize work areas, keep rules and standards and
maintain the discipline needed to do a good job; 5S is a reference to five Japanese words
that described standardized cleanup:
5S means good housekeeping and workplace organization.
Seiri
(Sort)
Shitsuke
(Self-Discipline)
Seiton
(Systematize)
5S
Seiketsu
(Sanitize)
Seiso
(Sweep)
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SEIRI (SORT)
TIDINESS, ORGANIZATION,
Taking out and disposing of unnecessary items.
Unneeded items are thrown away or disposed.
Refers to the practice of sorting and through all the toiols, materials, etc., in
the work area and keeping only essential items. Everything else stored or discarded.
The leads to fewer hazards and less clutter to interfere with productive work.
Note that. Things that clutter the workplace that are not needed should be
taken out. They usually occupy space and restrict physical movement. Further , this
condition has a psychological effect that usually clutters one attitude.
SEITON (Systematize )
ORDERLINESS. Focuses on the need for orderly work place .Tools, equipment,
and materials must be systematically arranged for the easiest and most efficient
access.
Arrangement/organization of necessary items in good order for use.
Items in the work place are arranged for ease of access and repeated use.
Assign a place for everything. The most often used item should be nearest and
ergonomically situated, meaning there should be little effort required in
accessing, using and returning the equipment , tools and parts, even documents.
There must be a place for everything, and everything must be in place.
SEISO (SWEEP)
CLEANLINESS; Cleaning of the work place.
Cleaning even if things are NOT DIRTY. A regular cleaning schedule prevents
things from having change to get dirty.
Indicates the needs to keep the work place clean as well as neat. Cleaning in
Japanese companies is a daily activity. At the end of each shift, the work area I
cleaned up and everything restored to its place.
SEIKETSU ((Standardize)
STANDARDS: Maintaining the workplace in high standard housekeeping.
Allows for control and consistency. Basic housekeeping standard apply

everywhere in the facility. Everyone knows exactly what his or her responsibilities
are. Housekeeping duties are part of regular work routines.
PREPARE a Housekeeping Standard check list. Checklist should be very detailed

and stringent. Remember that thoroughness is a requirement of EXCELLENCE.
EVALUATE workstation according to the Housekeeping Standard Checklist.
IMPLEMENT a periodic clean up schedule; and an award and sanction

scheme.
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Tips in Preparing A Checklist

1.
2.
3.
4.
5.
Keep it simple one page per checklist

Follow a logical sequence
Use bullet enumerated points, if relevant
Avoid making assumptions
From each item in your checklist, other items will naturally originate from it.
SHITSUKE (Self-Discipline)
SUSTAINING DISCIPLINE .Doing things spontaneously without having to be

told.
teach by doing .
It is good discipline to leave the workplace cleaner than when it is found.
Refers to maintaining standards and keeping the facility in safe and efficient
order day after day, year after year.
Safety as defined may be the freedom from danger injury or damage. According to Japan
standard, a new addition to the 5S is safety, hence it will become 5S + 1. Still part of the
housekeeping system, safety becomes an important task to be perform.
SAFETY PRECAUTIONS
These are general safety precaution concerning people and facilities. Although these may
vary depending on the trade which they are in.
Concerning People
When working wear appropriate clothing.
Make sure that the safety hat is worn properly.
Do not wear gloves when operating equipment except hen any part thereof is
hot.
Never remove safety devices or safety cover from equipment.
Be careful of high voltages. Never touch switches with wet hands.
When repairing power lines turn off the main power supply first.
Should an accident occur, it should be reported immediately to proper

authority no matter how trivia.
Facilities must be adequately illuminated, clear neat and dry.

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Keep the ate organized so there are no obstacles lying around the floor.
The equipment and the floor area round the equipment must be free from dust
and any chipping.
Facilities to be considered for housekeeping activities:

Quality Control Area
Assessment Area
Practical Work Area
Learning Resource Center
Computer Laboratory
Contextual Area
Support Area
Trainers Area
Distance Learning Area
Sample Housekeeping Schedule
Below is a sample template for a Housekeeping Schedule pertaining to the cleanliness and
orderliness of a particular Section/Area of a CBT facilities Practical Work Area or Computer
Laboratory.
The frequency with which you carry out housekeeping duties may vary according to the task
some activities may need to be done daily, some weekly, some monthly, some annually,
depending on your particular circumstances. For instance, if you are located in a high crime
area, you may wish to carry out physical security checks more often than if you were situate
elsewhere.
Sample Template 10 : HOUSEKEEPING SCHEDULE
Sector
Information and Communications Technology
Qualification
PC Operation NCII
Section/Area
ACTIVITIES
1.
Clean
computers and
printers
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Schedule for the Month of ________________
MANPOWER
Utility
Personnel
10
11
12
13
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2.
Clean
computer tables and
chairs
3.
Arrang
e table and chairs
4.
Clean
floor
5.
Clean
walls and windows
6.
Dispos
e waste
Utility
Personnel
Utility
Personnel
Utility
Personnel
Utility
Personnel
Utility
Personnel
To be included:
Training equipment
LCD projector
Projector screen
Audio visual
Computer set
Air conditioning
Water dispenser
Support equipment
Fax machine
Photo copier
Telephone
Sample Housekeeping Inspection Checklist
An inspection checklist would help you to maintain and standardize the housekeeping
procedures in the workplace. This checklist will give you the standards or criteria on how to
implement the housekeeping schedule. This shall serve also as reminder to all concerned in
the upkeep of the cleanliness and orderliness of the work area.
Below is a simple Housekeeping Inspection Checklist of the Practical work Are/Computer
Laboratory. The inspection items are your criteria when doing your inspection. These are
stated in a form of a question answerable by Yes or No to determine if the criteria was met.
You may notice that the inspection items are related to the activities that you have
identified in the Housekeeping Schedule. However, you can derived as many inspection
items or criteria for inspection on every activity that you have stated in your Housekeeping
Schedule. Hence, you need to write them for conciseness and completeness.
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Sample Template 11 :
Section/Area:
In- Charge:
YES
HOUSEKEEPING INSPECTION CHECKLIST
Practical work Area , Computer Laboratory
NO
INSPECTION ITEMS
1.
Are the peripherals (keyboard, mouse, etc.)

returned to their proper places?
2.
Are the walls, ceiling, floor and other furniture and

fixtures well clean and in other?
3.
4.
Is the computer unit in working condition?

Are all areas well lighted and ventilated?
5.
Is the equipment arranged for the purpose of safety

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

The word Security in the general usage is synonymous with safety but as technical
term security means that something not only is secure but that it has been secured. Part
of a good housekeeping program is the stress on security in the work area and of the tools
and equipment. Here are some security policies and procedures that we may apply in the
workplace.
Physical Property
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Keep your premises physically secure. Always ensure you know who in the building. Prevent
visitors casually wandering into your premises. If appropriate , fit an alarm, lock valuable
asset (e.g. laptops, ,mobiles and the servers) in a secure room. Try to keep items out of
direct public view.
Education
Let everyone know what is expected of them. Make sure they know the value of the
information they handle and are aware of any procedures you have developed to combat
threats. Make sure people know what their responsibilities are.
Access control
If you run a multi-user computer system, use the appropriate access control software to
keep unauthorized persons away from information held on your computer systems. Make
sure everyone who needs access has their own ID and password and ensure they can only
access what they need in order to do their job.
Clear desks
Establish a practice of clearing desks at the end of each day. This need not be a complex
process simply ensure that staff have lockable drawers or cupboards in which to place their
work, and make sure these are locked and the keys removed.
Destruction
If you have sensitive information which you wouldnt want to fall into the wrong hands,
destroy any copies you dont need. ,if you have a lot of paper copies, modern shredders
provide an inexpensive and effective solution. Some organizations use specialists
destruction companies; this is normally only necessary if you have a lot of highly sensitive
material.
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Learning Outcome: Implement Housekeeping Activities
Task: Prepare a Housekeeping Schedule
to prepare a Housekeeping Schedule for a chosen area/areas.

1. Template # 10
2. Sample template #10
3. TR/CBC
4. Inventory of Tools and Equipment
5. Laptop/PC
6. Pencil/Pen
7. Bond Paper
8. Manual of Procedures
9. Schedule of Activities of the School/Center
10. Calendar
Procedures:
1.
2.
3.
4.
5.
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Identify the area or location you have chosen.
Tick the box corresponding to each given inspection area.
Call your facilitator who will guide you and check your work after doing this
activity.
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CRITERIA
Did the trainer prepare the needed materials/equipment for the task?
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Yes
No
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Task: Prepare a Housekeeping Checklist
After reading the Information Sheet No. 5.3-1, using the Blank Template, YOU MUST be able
to prepare a Housekeeping Checklist for a chosen area/areas.

1.
2.
3.
4.
5.
6.
7.
8.
9.
Template # 11
Sample template #11
TR/CBC
Laptop/PC
Pencil/Pen
Bond Paper
Manual of Procedures
Schedule of Activities of the School/Center
Procedures:
1.
2.
3.
4.
5.
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CRITERIA
Did the trainer prepare the needed materials/equipment for the task?
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No
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SELF- CHECK On Learning Outcome No.3
Instruction: Encircle the correct answer.

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

a)
b)
c)
2.
Seiso/Sweep
Seiton,systematize
Seiketsu/standardize
Taking out and disposi9ng of unnecessary items.
a)
b)
c)
3.
Seiton/Systematize
Seiso/Sweep
Seiri/Sort
Keeping rhe workplace as well as neat.
a)
b)
c)
Seiso/Sweep
Seiketsu/Standardize
Seiton/Systematize
a)
b)
c)
Doing things spontaneously without being told.

Seiri /Sort
Seiton/Systematize
Shitsuke/Self-discipline
4.
5.
Maintaining the workplace in high standard housekeeping.

a)
b)
c)
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Shitsuke/Self-discipline
Seiketsu/Standardize
Seiton/Systematize
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Answer Key
Model Answers to Self-Check On Learning Outcome No.3

1.
2.
3.
4.
5.
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b. Seiton/Systematize
c. Seiri/Sort
a. Siso/Sweep
c. Shitsuke/Self discipline
b. Seiketsu/Standardize
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OCCUPATIONAL HEALTH and SAFETY (OH&S)
Learning Objectives: After reading this INFORMATION SHEET, YOU MUST be able to
understand the importance of Occupational Health and Safety in your workplace.
Definition of Terms:
1.
Safety The freedom from danger, injury or damage.

2.
Occupational health and safety (OH&S) is a cross-disciplinary area concerned
with protecting the safety ,health and welfare of people engaged in work or
employment. As a secondary effect, OHS may also protect co workers, family members,
employers, customers, supplies, nearby communities, and other members of the public
who are impacted by the workplace environment.
Since 1950, the International Labour Organization (ILO) and the World Health Organization
(WHO have shared a common definition of occupational health. It was adopted by the joint
ILO/WHO Committee on Occupational Health at its first session in 1950 and revised at its
twelfth session in 1995.
The definitions reads: Occupational health should aim at: the promotion and
maintenance of the highest degree of physical, mental and social well-being of workers in all
occupations; the prevention among workers of departures from health caused by their
working conditions; the protection of workers in their employment from risks resulting from
factors adverse to health; the placing and maintenance of the worker in an occupational
environment adapted to his physiological and psychological capabilities; and, to summarize,
the adaptation of work to man and each man to his job.
The reasons for establishing good occupational safety and health standards are frequently
identified as:
Moral-An employee should not have to risk injury at work, nor should others
associated with the work environment.
Economic- Many governments realize that poor occupational safety and health
performance results in cost to state (e.g. through social security payments to
the incapacitated, cost for medical treatment, and the lost of employability
of the worker). Employing organizations also sustain costs in the event of an
incident at work ( such as legal fees, fines, compensatory damages,
investigation times , lost production, lost goodwill from the workforce, from
customers and from the wider community).
Legal Occupational safety and health requirements maybe reinforced in civil
law and/ or criminal law, it is accepted that without the encouragement of
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potential regulatory action or litigation, many organizations would not act

upon their implied moral obligations.
Occupational health and safety specialists and technicians, also known as safety and health
practitioners or occupational health and safety inspectors, help prevent harm to workers, ,
property, the environment and general public. They promote occupational health and safety
within organizations in many ways, such as by advising management pon how to increase
worker productivity through raising morale and reducing absenteeism, turnover, and
equipment downtime while securing savings on insurance premiums, workers
compensation benefits, and litigation expenses. ( industrial engineers, including health and
safety, have similar goals, See the section on engineers elsewhere in the Handbook.)
Occupational health and safety specialists analyze work environments and design programs
to control, eliminate, and prevent disease or injury caused by chemical ,physical,
radiological, and biological agents or ergonomic factors that involve the impact of
equipment design on a workers comport or fatigue. They may conduct inspections and
inform the management of a business which areas may not be in compliance with state and
federal laws or employer policies, in order in order to gain their support for addressing
these areas. They advise management on the cost and effectiveness of safety and health
programs.
OHS in Relation to Waste Management and Disposal of Dangerous Chemicals
Infectious waste can be divided into three primary groups. These include:
1.
Liquid waste such as blood, other bodily fluids or culture media which is known
or suspected to be contaminated with a disease agent.
2.
Soft materials such as dressings, bandages, bedding, toweling etc. that are
saturated to the point that they are capable of releasing blood, body fluids or other
potentially infectious materials when handled and compressed.
3.
Any object commonly referred to as sharp, that has been contaminated with
blood, body fluids or other infectious agent which could penetrate the skin or could
do so if broken. Example of sharps waste include: broken glass ,pipettes (glass and
hard plastic) ,scalpel blades and lancets.
Liquid or Special waste-Determination and disposal are coordinated by the Department

of Environment Health and safety in accordance with local, state and federal
regulations. Liquid or special wastes include but is not limited to:
Bacteriocidal or sanitizing solutions
Concrete and asphalt sealants

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Degreasing agents
Floor sealers, waxes and strippe4rs
Heating or air conditioning treatment solutions
Lubrication oils
Paints, latex and oil- based
Related paint products thinners, solvent and strippers
Pesticide or herbicide products
Sludge wastes, including cooling tower sludge
Vehicles maintenance fluids
Water treatment solutions
Radioactive Waste- Determination and disposal are coordinated by the Radiation Safety
Office in accordance with local, state and federal regulations. Radioactive waste includes,
but is not limited to:
General laboratory refuse (e.g. , glassware, paper, etc.) that is
contaminated with radioactive materials.
Liquid wastes which includes a radioactive material component, and
The remains of animals that contain radioactive materials as a result of
administration of such material for research.
Radioactive waste is required to be labeled in accordance with procedures established by
the radiation safety office and typically exhibits the universal radiation precaution symbol
for radiation.
Hazardous or Chemical Waste- Determination and disposal are coordinated by the
Department of Environment Health and Safety in accordance with local, state and federal
regulations. Hazardous or chemical waste includes but is not limited to any stock chemical
or chemical reagent that may inhibit one or more of the following physical hazards.
Corrosivity- The material has a pH , whether acidic or basic, that will corrode
steel or injure human tissue. This includes materials with a pH less than 5 or greater than
10, regardless of strength of the acid or base.
Ignatibility- The material presents a significant fire hazard at room
temperature.
Reactivity- The material reacts violently with water, forms potentially explosive
mixtures with water ,generate toxic gases, vapors or fumes when mixed with waste, or is
unstable and can undergo a violent physical change.
Toxicity- The materials exhibits a significant characteristic or toxicity to human
health or the environment.
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GOOD OH&S PRACTICE

Disaster Plan
There should be plan in place to deal with any emergency. The nature of emergency can
vary from fire and chemical spills, and all the obvious hazard that these present, to power
and water failures that can lead to unsafe working conditions.
Training and Providing Relevant Information
Awareness of the problems and positive approach to prevention is the key to good OH&S
practice.
Many accidents and injuries can be avoided by providing staff with appropriate training. Up
to date information regarding safe work practices, equipment safety and chemical
information should be readily available in the workplace. Much of this information is
available as poster and charts. The benefits of this can be seen in staff morale, productivity
and the quality of work. Other benefits can be seen in terms of reduced in insurance
premium, compensations and rehabilitation claims.
Work and Storage areas
With the safety of material in mind, work and storage areas should be designed,
constructed, and equipped to ensure that there is minimum risk to archive material or staff.
Work and storage areas must be kept free of food and drinks, harmful contaminants,
pollutants or vermin and harmful radiation.
Exits, passageway, stairs and equipment access areas should be kept clear of obstruction;
including stored materials or materials and equipment in use. Obstruction can be potential
hazard.
Near MISS and Hazardous Incidents and Accident Investigation
Near misses and hazardous incidents are those in which no one gets hurt and where no
material or equipment is damage, but have the potential to cause damage or harm. Step
should be taken to eliminate causes as soon as possible, and while rectifying initial problem
ensures that is does not create a danger to anyone else. Regular safety inspections of a
workplace can help to ensure that wherever possible accidents are prevented from
occurring. It is very useful to develop a safety check list that is appropriate to the workplace.
Supervisors should be trained to understand and recognize the occupational health and
safety risk and needs in the area they are responsible for. This will enable them to fulfill
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their duty in regard to accidents are work related accidents which results in serious injury.
An incident is any non-work related fatality which occurs on work premises. Dangerous are
occurrences are occurrences which may not necessarily result in injury but which endanger
the health and safety of an employee at a workplace, and arise from operations which are
carried out in the workplace.
Records of reports and witness statements of notifiable accidents, incidents and dangerous
occurrences will need to be preserved in the event of future claims or litigation. There are
also valuable in identifying hazard and improvements that may still be needed to prevent
further accidents.
First Aid
First Aid Officers are responsible for taking positive action to prevent further injury to staff,
to render fist aid treatment in accordance with their approved training, and to keep record
of treatment provided.
First Aid Officers are also responsible for ensuring that the first aid box in their workplace is
kept fully stock and accessible, and for ensuring that the rest room or first aid room is kept
in good condition.
OH&S LEGISLATION AND POLICIES

BOOK FOUR OF THE LABOR CODE OF THE PHILIPPINES pertains to the HEALTH, SAFETY ,
ANDSOCIAL WELFARE of employees in the workplace.
The acts listed below have introduced significant changes to the health and safety and social
welfare benefits of all workers. Thus,relevant provisions of these laws are included under
BOOK 4 of the Labor Code.
Republic Act No.8282 or the Social Security System Act of 1997

Republic Act No.8291 Government Service Insurance System (GSIS) Act of
1997
Republic Act No.7699 or the Limited Portability Scheme, Republic Act

No.7875, or the National Health Insurance Act 1995,
Republic Act No. 7742, or the or the Pag-ibig Fund,
Republic Act No, 8425, or the Social Reform and Poverty Alleviation Act.
These are number of policies that pertain to the occupational health and safety of people in
the workplace. These policies are promulgated by Occupational Health and Safety Center
(OHSC) under the office of the Department of Labor and Employment. Among 5these
policies are:
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National Workplace Policy cy on STD/HIV/AIDS

Implementing Rules and Regulations on STD/HIV/AIDS
List of Hazardous Work of Children
Safety in the Co0nstruction Industry
Substance/Drug Abuse
Policy for Tuberculosis Control in the Philippines
Department Order 47-03: Guidelines on
SARS Prevention and Control in the Workplace.
Ways to learn and understand SAFETY
Accidental Experience. Experience which were caused by accidents.

Safety Education. A method which makes us aware of dangerous situations
Avoid accidents or injury.
Blank space for OHS & SAFETY
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Genesis 43:9
I myself will guarantee his safety; you can hold me personally responsible for him. If I dont
bring him back to you and set him here before you. I will bear the blame before you all my
life.
OBJECTIVE OF THE OHS STANDARD
To protect working man against the dangers of injury, sickness or death through safe and
healthful working conditions, thereby assuring the conservation of valuable manpower
resources and the prevention of loss or damage to lives and properties.
PERSONAL RESPONSIBILITIES FOR SAFETY
Observe all precautions related to your work.

Report unsafe conditions or any equipment or materials you think might be
unsafe.
Warn others of hazards.
Report any injury or ill health.
Wear protective clothing.
Be safety conscious.
Always inspect equipment and associated attachments for damage before
using.
SAFETY PRECAUTIONS
Facilities must be adequately illuminated, clean, neat and dry.
Keep the area organized so that there are no obstacles lying around the floor.
The equipment and the floor area around the equipment must be free from
dust
and any chipping.
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Concerning people
When working wear appropriate protective clothing properly.
Never remove safety devices or safety covers from equipment.
Be careful of high voltage .Never touch switches with wet hands.
Should an accident occur, It should be reported immediately to proper
authority no matter how trivia.
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WASTE MANAGEMENT
Learning Objectives: After reading this information Sheet, YOU MUST be able to understand
the importance of Waste Management
Definition of Terms
Ecological Waste Management- The proper handling of the things we throw away in a
manner that does not harm anyone or anything, be it human, animal or the environment.
Waste Management is the collection, transport, processing, recycling or disposal of waste
materials, usually ones produced by human activity, in an effort to reduce their effect on
human health or local aesthetics or amenity. A sub focus in recent decades has been to
reduce the effect of waste materials on the enviro0nment and to recover resources from
them.
Waste management can involve solid, liquid or gaseous substances with different methods
and fields of expertise for each.
The waste hierarchy refers to the 3 Rs Reduce . reuse and recycle. Which classify waste
management strategies according to their desirability in terms of waste minimization. The
waste hierarchy remains the cornerstone of most waste minimization strategies. The aim of
waste hierarchy is to extract the maximum practical benefit from products and to generate
the minimum amount of waste.
Presidential Decree ( PD ) 1152, The Philippines Environment Code, Which took effect in
1997, provides a basis for an integrated waste management regulation starting from waste
source to methods of disposal. PD 1152 has further mandated specific guidelines to manage
municipal wastes (solid and liquid), sanitary landfill and incineration, and disposal sites in
the Philippines.
In 1990, the Philippines Congress enacted the toxic Substances, Hazardous and Nuclear
Wastes Control Act, commonly known as Republic Act (RA) 6969. A law designed to respond
to increasing problems associated with toxic chemicals and hazardous and nuclear wastes.
RA 6969 mandates control and management of import, manufacturer. Process, distribution,
use, transport, treatment, and disposal of toxic substances and hazardous and nuclear
wastes in the country. The Act seeks to protect public health and the environment from
unreasonable risk posed by these substances in the Philippines.
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Apart from the basic policy rules and regulations of RA 6969, hazardous waste management
must also comply with the requirements of other specific environmental laws, such as PD
934 (Pollution Control Law), PD 1586 (Environmental Impact Assessment System Law), RA
8749 (Clean Air Act ) and RA 9003 (Ecological Solid Waste Management Act) and their
implementing rules and regulations.
Remember:
Segregated Waste = Resources
Mixed Waste = Garbage
To reduce waste
SEGREGATE
Recycle
NonBiodegradable
Compost
Biodegradable
SAMPLE WASTE SEGREGATION LIST
Every area in our workplace generate waste. It is part of every workers responsibility to
make the workplace not only clean but also sanitized and free from any hazards. It is also
the companys task to develop a system to identify the waste generated in the area and
considers the ways of their proper disposal. Hence, a waste segregation list must be put
together and implemented.
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Below is sample Waste Segregation list of the Practical Work Area/ Computer Laboratory
Sample Template No. 12 :
WASTE SEGREGATION LIST
Section / Area
GENERATED / ACCUMULATED
WASTE
WASTE SEGREGATED METHOD

RECYCLE
1.
Paper
2.
Pens
COMPOST
DISPOSE
/
/
3. Diskette/Discs
SAMPLE WASTE SEGREGATION LIST
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Task: Prepare a Waste Segregation List
to prepare a Waste Segregation List.

1. Template # 12
2. Sample template #12
3. TR/CBC
4. Inventory of Tools and Equipment
5. Laptop/PC
6. Pencil/Pen
7. Bond Paper
8. Manual of Procedures
9. Schedule of Activities of the School/Center
10. Calendar
Procedures:
1.
2.
3.
4.
5.
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activity.
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CRITERIA
Materials/equipment was prepared.
PPE condition was checked in accordance with the manufacturers instruction
Appropriate forms and records were provided.
Full utilization of areas/resources.
Manufacturer and instruction manual was provided.
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Yes
No
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Instruction: Encircle the correct answer.

1.
It is a cross- disciplinary area concerned with protecting the safety, health and
welfare of people engaged in work or employment.
a) Occupational Health and Safety
b)
International Labor Organization
2.
They analyze work environments and design programs to control, eliminate,

and prevent disease or injury caused by chemical, physical, radiological, and
biological agents or ergonomic factors that involved the impact or equipment design
on a workers comfort or fatigue.
a) Occupational health and safety technicians
b) Occupational health and safety specialists
c)
Health physicists
3.
They are responsible for taking positive action to prevent further injury to staff
to render first and treatment in accordance with their approved training, and to
keep a record of treatment provided.
a) Supervisors
b) Health and safety specialists
c)
First aid officers
4.
This refers to the 3Rs which classify waste management strategies according to
their desirability in terms of waste minimization.
a) Waste hierarchy
b) Waste management
c)
Waste Segregation
5.
It is the collection, transport, processing, recycling or disposal of waste

materials usually ones produced by human activity, in an effort to reduce their
effect on human health or local aesthetics or amenity.
a) Waste hierarchy
b) Waste management
c) Waste segregation
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Answer Key
Model Answer to Self- Check On Learning outcome 3
1.
2.
3.
4.
5.
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a. Occupational Health and Safety

b. Occupational Health and Safety specialists
c. First aid officers
Waste hierarchy
Waste management
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REPORTING AND DOCUMENTATION PROCESS

Learning objective:
After reading this INFORMATION SHEET , YOU MUST be able to understand the process of
reporting and documenting maintenance activities.
Definition of Terms
Planning involves the selection of objectives and the determination of the policies,
programs, and procedures to be used for the achievement of the selected objectives.
Scheduling is a method of planning that cites specific objectives to be accomplished in
relation to timeInherent maintenance program is the use of schedules to delineate when
specific types of maintenance are to be performed.The major thrust of work scheduling is
to improve the efficiency of the maintenance department.
Responsibilities that are normally assigned to the maintenance department are the health
and safety of the public and employees, minimization of downtime hours on production or
building equipment, housekeeping and keeping the general appearance of the facilities
presentable. The ultimate goal should be to optimize the use of every maintenance dollar
spent in achieving the assigned mission.
Reports that lead to the identification of work pertains to how a maintenance department
determines requirements for craft labor hours. The various methods of identifying work
are:
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complaints
emergency service calls
foremans inspection
manufacturer and safety standards
periodic maintenance
inspection by craftsmen
an inspection group
formalized planning
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Periodic maintenance is preferred over preventive maintenance because a comprehensive

program encompasses maintenance operations that go beyond the prevention of
equipment breakdown. Properly planned, a periodic maintenance program can effectively
identified who, what, when, where, why, and how specific repetitive operations are to be
performed . . . expand a system to schedule repetitive inspection and maintenance of
building equipment, utility distribution systems, janitorial services, groundskeeping and
gardening activities, and the painting of buildings.
A specific work order is prepared to accomplish each of these types of periodic
maintenance system. Where several kinds of maintenance are required for a given item, a
separate schedule is established for each operation. For example, a machine tool may have
separate schedules for lubrication, electrical checks, mechanical checks, and tolerance
checks. For each of these activities, a separate work order is generated at the prescribed
time and distributed to the appropriate craft skill.
A historical record is a basic component of any maintenance system. All maintenance and
repair activity of an equipment item should be reported for inclusion in an historical record.
A single record that contains the complete maintenance history of the item, including
preventive maintenance, breakdown, repair, and rebuild data should be maintained.
The minimal information required to establish a record in a system should consist of the
following four items:
an identification number for the piece of equipment or work activity (What)

the location of the maintenance work (Where)
a determination of what operations are to be performed and how often (Why,
when, and How)
a judgment as to what craft skills is required to perform the operation (Who)
Inspection would involved periodic inspection of equipment to insure safe and proper
operation, assuring that periodic maintenance is performed, control of the quality of the
work accomplished by maintenance craftsmen ,inspection of materials and parts received
from vendors, and examination of items removed during repair or overhaul operations to
determine the feasibility of repair.
Maintenance would consist of the lubricating, adjusting, and routine replacement usually
classified as preventive maintenance. It would also include work necessary to restore
equipment to operation on a quick-fix basis in the event of a breakdown.
Repair would consist of replacing parts to restore a piece of equipment to full operating
condition, and to alleviate undesirable conditions found during periodic maintenance or
breakdown.
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Overhaul would involve the reconditioning of equipment: teardown, replacement,

reassembly, and testing.
Construction and rehabilitation would consist of building, modifying, and restoring
structures.
Housekeeping would cover those janitorial and groundskeeping activities necessary to
provide clean and orderly facilities an d grounds.
Salvage would involve the reclamation and disposition of surplus material and scrap.
Organizing in a maintenance department is the grouping of activities necessary to achieve
the mission of the department and the assignment of each group to supervisor.
In its purest form, organization by operation would consist of separate group ( or individual
) for inspection, maintenance, repair, overhaul, construction, housekeeping and salvage.
Examples of Building Equipment
Building equipment which are scheduled for periodic maintenance are:
1.
Heating, ventilating, and air conditioning system :

Air handling fans and motors
Condensing unit pumps and fan motor
Hot water boilers
Boiler pumps and motors
Air filters
Water circulation pumps and motors
2.
Domestic water system:

Hot water boilers
Hot water circulation pumps and motors
Chilled drinking water system pumps and motors
Urinal flushing system
3.
Fire protection and safety system:

Emergency lighting system
Fire detection devices and alarms
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4.
Internal transport systems:

Elevators
Escalators
Dumbwaiters
Compressed air door system pumps and motors
5.
Electrical distribution systems:

Lighting and ballasts
Panels and breakers
Transformer
Rationale in Reporting and Documentation

The reason for the reporting and documentation process is to collect data that can be used
to optimized efficiency and enable cost- effective decisions and actions. For quality, a
Documented Procedures Manual in the Reporting and Maintenance of Facilities, is
suggested.
Reporting Process
Based on the inspection report, undertake the following:
1. Analyze inspection report;
2. Investigate condition of facilities based on the inspection report and in
conformance with the standard;
3. Prepare repair improvement schedule to correct malfunctions and damage
((if any);
4. Install continues maintenance on facilities.
1. Collecting data shall be the first job to be accomplished.
2. Data collected shall be used as reference for technical information or as a basis to
structure the equipment and facilities inventory.
3. The inventory shall be used as one of the bases in planning the maintenance of
equipment and facilities as well as in documenting of procedures.
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Types of Documents in the Maintenance of Facilities

1. Equipment and Facilities Inventory. This can also be called construction or
engineering documents which shows:
o Comprehensive list of equipment/facilities with corresponding number and
description
o Functional relations between equipment/areas housed by each building
o Geographical position/location of equipment and facilities (includes shop
layout and vicinity maps)
2. Technical Documentation. Any document useful for maintenance.
o
o
o
o
o
Mechanical, electrical, architectural, plumbing and equipment plans

List of components and spare parts of each equipment
Parts and functions of areas housed in each building including ducting, if any.
Equipment user manuals with details of the functions, operations, etc.
Work and repair manuals for each equipment or any document explaining
how it can be repaired
o Maintenance manuals
Equipment and Facilities History
Information on life of equipment (date of installation/construction,

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

1. The Trainer shall maintain and keep a complete set of the following documents for
each equipment and facility:
Inventory
Technical information, and
Operation and maintenance manuals
2. The following records shall also be maintained and filed in complete sets:
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Inspection record
Breakdown record, and
Repair and maintenance record
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3. Records shall be arranged according to:
Number of breakdowns
Maintenance cost
Repair and maintenance details, and
Material consumption
4. All other information concerning equipment and facilities effectiveness interventions

shall be recorded accordingly.
5. All information concerning any operation intervention shall be recorded for
monitoring and reporting purposes.
6. Then information necessary for the documentation of works shall be as follows:
Maintenance listing
Manpower utilization
Work backlog
Material cost
Cost analysis
Storing Documents
1. Available documents must be kept-up-to-date
2. Each document must have a title and a control internal number
3. The list shall mention where certain documents are, considering that not all
documents are always in the maintenance division (location and responsible
personnel
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Directions: Choose a best answer for each number.
1. The ultimate goal of the maintenance department would include
(a) Optimized the used of every peso spent in achieving the assign
tasks/mission.
(b) The health and safety of the public and employees
(c) Housekeeping and keeping general appearance of the facilities
presentable
2. A historical record
(a) Is the same as a work order
(b) Should contain all maintenance and repair activity of an equipment
item
(c) Can be disposed of as soon as the work required is accomplished
3. Inspection would involve
(a) Periodic inspection of equipment for insure safe and proper operation
(b) Control of the quality of work accomplished by maintenance
craftsmen
(c) All of the above
4. Maintenance would consists of the following except:
(a) Lubricating, adjusting, and replacement usually classified as
preventive maintenance
(b) Replacing parts to restore a piece of equipment to full operating
condition
(c) Work necessary to restore equipment to operation on quick-fix basis
in the event of breakdown.
5. Building equipment which are scheduled for periodic maintenance includes,
among others, HVAC System, Fire and Safety Systems, except
(a) Internal transport systems
(b) Domestic water system
(c) External electrical system
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Model Answer to Self- Check

1.
2.
3.
4.
5.
(a) optimize the use of every peso spent in achieving the assigned tasks/mission
(b) should contain all maintenance and repair activity of the equipment item.
(c) All of the above.
(b) replacing parts to restore a piece of equipment to full operating condition.
(c) External electrical system
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Blank Template 1 :
EQUIPMENT MAINTENANCE SCHEDULE
Equipment Type
Property Code / Number
Location
:
Schedule for the Month of _________________
ACTIVITIES
Responsible
person
Daily
Every
other
Day
Prepared by:
Weekly
Every
th
15 Day
Remarks
Noted:
_____________________
Trainer
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Monthly
_________________
Supervisor
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Blank Template 2:
MAINTENANCE INSPECTION CHECKLIST

Equipment Type
Property Code / Number
Location
In - Charge
YES
NO
INSPECTION ITEMS
Are the equipment peripherals returned to their places?
Is the equipment unit turned off when not in used?
Is the equipment in good working conditions?
Is the equipment unit arranged for the purpose of safety
And ease in maintenance?
Write additional Inspection items:
Prepared by:
Noted:
_____________________
Trainer
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_________________
Supervisor
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Blank Template No. 3 : TAG-OUT BILL
LOG
SERIAL
DANGER/CAUTION TAG-OUT INDEX AND RECORD AUDITS

DATE
TYPE
DESCRIPTION
ISSUED ( Danger/Caution)
(System Components, Test
reference ,etc.
Prepared by:
______________________
Trainer
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DATE
COMPLETED
Approved:
____________________
Supervisor
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Blank Template No. 4 : OPERATION OF EQUIPMENT

Equipment Type
Equipment Code
Location
Operation Procedures :
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Blank Template No. 5:
EQUIPMENT RECORD W/ CODE AND DRAWING
No.
Location
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Eqpt.
No.
Qty
Title
Description
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PO No.
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Drawing
Ref.
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Blank Template No. 6
INSPECTION REPORT
Inspection Report # _____
Property ID Number
Descriptive Name
Location
Findings:
Recommendation:
Inspected by:
Reported to:
Date :
Date
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WORK REQUEST
Unit
No.
Description:
5-20
Observation:
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BREAKDOWN / REPAIR REPORT

Breakdown / Repair Report # _____
Property ID Number
Descriptive Name
Location
Findings:
Recommendation:
Inspected by:
Reported to:
Date :
Date
Assigned to :
Received Assignment:
Assigned by:
Assignee:
Date :
Date
Subsequent Action Taken:
Recommendation:
By:
Reported to:
Date :
Date
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SALVAGE REPORT
Salvage Report # _____
Property ID Number
Descriptive Name
Model Number
Location
Inspection Rpt.
#
Serial Number:
Date:
Salvageable Parts
Descriptive Name
Part Number
Inspected by:
Reported to:
Date :
Date
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Quantity
Recommendation
Approved by:
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HOUSEKEEPING SCHEDULE
Qualification
Station
Area
Section
Tools
Eqpt.
Services
In - Charge
Schedule for the Month of _________________
Responsible
Daily
ACTIVITIES
Person
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Every
other
Day
Weekly
Every
th
15 Day
Date Developed:
Monthly
Document No.
Issued by:
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Remarks
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HOUSEKEEPING INSPECTION CHECKLIST
Qualification
Area / Section
In - Charge
YES
NO
CRITERIA
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
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Blank Template No 12
WASTE SEGREGATION LIST
Qualification
Area / Section
In - Charge
GENERAL / ACCUMULATED WASTES
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WASTE SEGREGATION METHOD

Recycle
Compose
Dispose
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TM 1
INSTITUTIONAL COMPETENCY
ASSESSMENT INSTRUMENT
In
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EVIDENCE PLAN
1. *Plan and prepares maintenance work schedule in accordance with

machine/equipment operating time/condition
Written Test
The evidence must show that the candidate.
Oral Questioning
PROGRAM : TM 1
Unit of Competency : Maintain Training Facilities
Ways in which evidence will be collected:
2. *Records regular inspection of tools, equipment, and other facilities

as per company practices.
3. *Documents maintenance and repair activities.
X
X
4. *Disseminates information with other concerned department or

personnel on the schedule of work.
X
X
5. *Performs housekeeping based on work requirement.
6. Communicates effectively with others if needed in order to ensure

safe and effective maintenance operation.
7. *Incorporates safety practices in line with work requirements.
X
X
8. *Knows and applies regular inspection according to procedures and

standards.
9. *Knows and applies OH & S & 5S procedures.
X
X
10. *Disposes waste and dangerous chemicals based on OH&S

procedures.
11. Identifies faults and problems in line with Maintenance and repair
requirements.
12. Identifies and secures tools, equipment, materials & supplies
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according to job requirements and manufacturers procedures.

13. *Segregates and labels non-functional tools and equipment
14. *Checks the condition of PPE.
15. *Keeps documents for future used.
Note: *Critical aspects of competency
Rating Sheet for Oral Questioning / Interview

Name: ____________________________________
Module Title: Maintenance of Training Facilities
Time: 15 mins.
Rating: ______
QUESTIONS
Oral Interview (open-ended questions) on the
following:
Rating
Max. Point
1. Why we need to maintain training facilities?
25
2. As a CBT Facilitator, how do you prepare your plan in the

maintenance of equipment?
15
3. What is the rationale in reporting and documenting the

maintenance of facilities?
10
Actual
Score
TOTAL MAX. POINTS/SCORE
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ORAL QUESTIONING: Percentage Wt. 60%

Oral Q. Rating = Actual Score x 100 x 60%/Max. Score
The candidates Oral Questioning Rating was: ______ points
General Comments (Strengths/improvement needed)
Competent
Not Competent
Signature:
Checked by:
___________________
_________________
Trainer
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Facilitator
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WRITTEN TEST
NAME:_______________________________
Direction: Choose the best answer for each number.
Time Duration: 15mins.
1. What can we gain from maintaining our facilities?
a. Improve morale of human resources
b. Reduced operation cost
c. All of the above
2. The philosophy to keep improving the quality of an organization is
defined by four keys:
a. Plan, Do, Act and Check
b. Plan, do, Check and Act
c. None of the above
3. What type of maintenance that performed unexpectedly?
a. Unplanned Maintenance
b. Planned maintenance
c. Predicted maintenance
d. Breakdown maintenance
4. It is a system of documents being applied to warm or let you know
whether something in your workplace should either be operated with
extra care or left alone.
a. Maintenance
b. Tag-out Bill
c. System Procedures
d. Warning System
5. Inspection would involve
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a. Periodic inspection of equipment to insure safe and proper

operation
b. Control of the quality of work accomplished by maintenance
craftsman
c. All of the above
6. Scheduling is a method of planning that
a. Cites specific objectives to be accomplished in relation to time.
b. Specifies the work, assignment distributed in relation to skills.
c. Defines work per employee in relation to place.
7. A historical record is:
a. The same as a work order
b. Contain all maintenance and repair activity of an equipment item.
c. Dispose as soon as the work required is accomplished.
8. Salvage would involve
a. Overhaul or the reconditioning of equipment
b. The reclamation and disposition of surplus materials and scrap
c. Repair to full operating condition
9. Housekeeping would cover
a. Repair or replacing parts to restore a piece of equipment
b. Construction and rehabilitation of buildings
c. Those janitorial and grounds keeping activities
10. Periodic maintenance
a. Is the same as preventive maintenance
b. Encompasses maintenance operations that go beyond the
prevention of equipment breakdown.
c. Is the result of combining preventive maintenance with corrective
maintenance.
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WRITTEN TEST: Percentage Wt. 40%

Written Test = Total Score x 100 x 40%/Max. Score
The participants written Test Rating was: ______ points
FINAL RATING = Written Test + Oral Q Rating
General Comments (Strengths/improvement needed)
Competent
Not Competent
Signature:
Checked by:
___________________
_________________
Trainer
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Facilitator
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References/Further Reading
Web Pages
1. www.works.com.my/cw/downloads_asap
2.www.fda.go/Science Research/Field Science
3.www.tesda.gov.ph
Published Books
1. Heintzelman, John E. The Complete Handbook of Maintenance Management by Prentice
hall Inc., c. 1976
Unpublished Materials
1. TESDA Equipment Maintenance Management System, NITVET-FEMD, Taguig, MM
2. TM 1 Learning Modules, TESDA, Taguig City
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Maintain Training Facilities

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Maintain Training Facilities

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COMPETENCY BASED LEARNING MATERIAL

Unit of Competency: Maintain Training Facilities

Module Title: Maintaining Training Facilities

Technical Education & Skills Development Authority

Plan Training Session

Planning Training Session

Maintaining Training Facilities

Facilitating e- learning (Distance

Perform Task Sheet No. 5.1-2

Prepare Maintenance Inspection

Equipment/Tools Record w/ Code and

Equipment Maintenance Schedule (Refer

Perform Task Sheet No. 5.1-2 Prepare

Maintenance Inspection Checklist (Refer

Equipment Breakdown/Repair Report

Information Sheet No. 5.3-1

b. OHS and Waste Management

Health and Safety

Reporting and Documentation

Information Sheet No. 5.4-1 Report and

HOW TO USE THIS COMPETENCY BASED LEARNING MATERIAL

Maintain Training Facilities

Maintaining Training Facilities

Information Sheet No. 5.1- 1

Perform Task Sheet

Task Sheet No. 5.1-1

Task Sheet No. 5.1-2

Perform Task Sheet No. Make Maintenance

LO 2 MAINTAIN TRAINING EQUIPMENT AND TOOLS

Compare your answer

Perform Task Sheet No. Prepare TAG-OUT BILL

Compare your work to Task Sheet No 5.2-1

Perform Task Sheet No.

Task Sheet No. 5.2-2

Perform Task Sheet

Task Sheet No. 5.1-1

Perform Task Sheet No. Make Maintenance

Information Sheet No. 5.2-1

Task Sheet No. 5.1-2

Perform Task Sheet No.

Make inspection report

Task Sheet No. 5.2-3 On

Perform Task Sheet No.

Make work request Compare your work

Task Sheet No. 5.2-4 on

Perform task Sheet No.

Task Sheet No. 5.2-5

Perform task Sheet No. Make salvage report

Compare your salvage

Task Sheet No. 5.2-6 on

LO 3. IMPLEMENT HOUSEKEEPING ACTIVITIES

Read Information Sheet No.5.3-1

Perform Task Sheet No.5.3-1

Task Sheet No. 5.3-1 On

Perform Task Sheet No. 5.3-2

Task Sheet No. 5.3-2 On

Read information Sheet No. 5.32 On Occupational Health and

Read Information Sheet No.5.3-3

Information Sheet No.5.3-3

Perform Task Sheet No. 5.3-3

Task Sheet No. 5.3-3

LO 4 REPORT AND DOCUMENT MAINTENANCE PROCEDURES

Read Information Sheet No. 5.5-1

Information Sheet No.5.1-1