SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Change and set tooling 
SAQA US ID UNIT STANDARD TITLE
335856  Change and set tooling 
ORIGINATOR
SGB Manufacturing and Assembly Processes 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 06 - Manufacturing, Engineering and Technology Manufacturing and Assembly 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04  15 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 		 2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard replaces: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status
9905  Change and set tooling  Level 4  NQF Level 04  16   

PURPOSE OF THE UNIT STANDARD 
This Unit Standard develops competencies in understanding the theoretical aspects of tooling, the application of tooling techniques, changing and adjusting tooling and identifying non-conformances. Many machines in the automotive components environment depend heavily on the installation of the right type of tooling for various activities, for example, the presses used for shaping car doors and bonnets.

Learners credited with this standard will be able to:
  • Demonstrate an understanding of the theoretical concepts regarding tooling within a manufacturing and assembly context.
  • Apply safety, health and environmental factors in tooling.
  • Prepare and select tooling.
  • Apply tooling techniques.
  • Change and adjust tooling.
  • Identify non-conformances in tooling.
  • Ensure quality in tooling. 
    		•

    LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
  • Communication at NQF Level 3.
  • Mathematical Literacy at NQF Level 3. 
    		•

    UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Demonstrate an understanding of the theoretical concepts regarding tooling within a manufacturing and assembly context. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The construction materials used in tooling are described in terms of their advantages and disadvantages. 

    ASSESSMENT CRITERION 2 
    The different types of tooling are described in terms of their purpose and suitability for a given task. 
    ASSESSMENT CRITERION RANGE 
    This includes but is not limited to tube tooling, semi-pressure tooling and pressure tooling.
     

    ASSESSMENT CRITERION 3 
    Tooling designs are described in relation to the suitability for the specifications of a product. 
    ASSESSMENT CRITERION RANGE 
    This includes categories of tooling applications, the process or machine, and tooling used.
     

    ASSESSMENT CRITERION 4 
    Tooling requirements for a production machine is calculated accurately using appropriate principles and procedures. 

    SPECIFIC OUTCOME 2 
    Apply safety, health and environmental (SHE) factors in tooling. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The importance of operating within SHE legislative parameters is explained in terms of preventing injury and ensuring compliance. 

    ASSESSMENT CRITERION 2 
    The personal protective equipment requirements are identified and applied for different situations. 

    ASSESSMENT CRITERION 3 
    Housekeeping standards are applied and improved to prevent hazards, contamination and possible interference with the running of a machine. 

    ASSESSMENT CRITERION 4 
    Appropriate hand or power tools are used in a manner that ensures safety during tooling operations. 

    SPECIFIC OUTCOME 3 
    Prepare and select tooling. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The Master Production Schedule and the production schedule are interpreted in terms of identifying product, material and machine requirements. 

    ASSESSMENT CRITERION 2 
    Sequence planning for the process is developed in terms of production schedule priorities. 

    ASSESSMENT CRITERION 3 
    The consequences of not following the production plan are discussed in relation to the impact on departments involved in the process. 

    ASSESSMENT CRITERION 4 
    Tooling across all processes is identified and selected to meet customer specifications. 

    ASSESSMENT CRITERION 5 
    Tooling requirements are communicated to appropriate personnel to prevent time delays and loss of production. 

    ASSESSMENT CRITERION 6 
    Tooling is selected, collected and inspected to ensure that the production schedule works according to plan. 

    ASSESSMENT CRITERION 7 
    Tooling is transported, stored and preserved according to standard operating procedures. 

    SPECIFIC OUTCOME 4 
    Apply tooling techniques. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Tooling techniques are applied according to standard operating procedures. 

    ASSESSMENT CRITERION 2 
    The consequences of incorrect selection of tooling is discussed in terms of the impact on a variety of aspects. 
    ASSESSMENT CRITERION RANGE 
    Aspects include but are not limited to time, cost, quality, production plan, personnel.
     

    ASSESSMENT CRITERION 3 
    The implications and costs involved in overuse and stressing of tooling are discussed in terms of the types of wear that may be caused. 
    ASSESSMENT CRITERION RANGE 
    This includes but is not limited to abrasion wear, adhesion wear, diffusion wear, chemical and electrolytic wear, oxidation wear.
     

    SPECIFIC OUTCOME 5 
    Change and adjust tooling. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Tooling is changed and adjusted to meet productivity requirements in accordance with accepted time schedules. 

    ASSESSMENT CRITERION 2 
    The implications of incorrect alignment and adjustment are described in terms of product costs. 

    ASSESSMENT CRITERION 3 
    Tooling is installed for a range of machines on all processes according to standard operating procedures. 
    ASSESSMENT CRITERION RANGE 
    Installation must take into consideration product efficiencies.
     

    ASSESSMENT CRITERION 4 
    Equipment required for changing tooling is used according to standard operating procedure. 
    ASSESSMENT CRITERION RANGE 
    Equipment includes but is not limited to lifting equipment.
     

    SPECIFIC OUTCOME 6 
    Identify non-conformances in tooling. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The implications of using incorrect tooling are discussed in terms of impact on quality, safety, time and cost. 

    ASSESSMENT CRITERION 2 
    Defective tooling is identified and corrected according to standard operating procedures. The consequences of not being able to identify defective tooling are described in terms of the impact on the production process. 

    ASSESSMENT CRITERION 3 
    The root causes of all non-conformances are identified to detect trends and take corrective action. 

    ASSESSMENT CRITERION 4 
    The time factor in rectifying non-conformance is discussed with respect to costs and production. 

    ASSESSMENT CRITERION 5 
    Non-conformances in tooling and products are reported timeously to appropriate personnel according to company procedures. 
    ASSESSMENT CRITERION RANGE 
    Reporting includes identification of trends pertaining to non-conformances.
     

    SPECIFIC OUTCOME 7 
    Ensure quality in tooling. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The quality principles are interpreted and applied according to company policies. 
    ASSESSMENT CRITERION RANGE 
    Principles include but are not limited to the principle of continuous improvement.
     

    ASSESSMENT CRITERION 2 
    The implications of heat on tooling and product quality are described in terms of the cause and effect. 

    ASSESSMENT CRITERION 3 
    The required measuring instruments are described in terms of their purpose. 
    ASSESSMENT CRITERION RANGE 
    Instruments include but are not limited to vernier scale, micrometer gauge, adjustable snape gauge, plug gauge, gas laser, height transfer gauge, gauge blocks, air spindle, sine bar.
     


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Anyone assessing a learner or moderating the assessment of a learner against this unit standard must be registered as an assessor with the relevant ETQA.
  • Any institution offering learning that will enable the achievement of this unit standard must be accredited as a provider with the relevant ETQA.
  • Assessment and moderation of assessment will be overseen by the relevant ETQA according to the ETQA policies and guidelines for assessment and moderation.
  • Moderation must include both internal and external moderation of assessments at exit points of the qualification, unless ETQA policies specify otherwise. Moderation should also encompass achievement of the competence described both in individual unit standards as well as the integrated competence described in the qualification. 
    		•

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    Names & functions of:
  • Tooling parts, lifting equipment, installation tools, setting tools and instruments.
  • Components related to services attached to the tooling.

    Attributes, descriptions, characteristics & properties:
  • Tooling and implications for installation, removal, setting and storage.
  • Construction materials of tooling.
  • Raw materials and their impact on and interaction with tooling.

    Sensory cues:
  • Visual and sound cues which indicates misalignment, high closing speeds.

    Purpose of:
  • Tooling.

    Processes, events, causes and effects, implications:
  • Implications of the installation process on product quality, costs and safety.
  • Possible problem areas.
  • Implication of heat on tooling and product quality.
  • Implication of over-stressing tooling components, e.g. over tightening of nuts and bolts.
  • Implications of poor alignment of tooling on equipment and product.

    Procedures and techniques:
  • Procedures related to installation, removal, setting or care of tooling.
  • Procedures for ensuring safety and limiting damage.
  • Procedures for setting and maintaining quality.

    Regulations, legislation, agreements, policies, standards:
  • Regulations related to lifting and transport.
  • Regulations related to services, e.g. electricity, compressed air.
  • Regulations related to safety.
  • In-company procedures and standards related to specific products or tooling.
  • Quality standards and specifications.

    Theory: rules, principles, laws:
  • Physical properties of tooling materials (elasticity, hardness, expansion, thermal characteristics).
  • Force, pressure, torque.

    Relationships, systems:
  • Impact of tooling on product costing, tooling life, quality of product. 
    		•

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems in which responses display that responsible decisions using critical and creative thinking have been made when:
  • Adjusting tooling.
  • Identifying non-conformances in tooling. 
    		•

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team, group, organisation, community to:
  • Prepare, select, collect, transport and preserve tooling.
  • Change, adjust and set tooling. 
    		•

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities responsively and effectively to:
  • Prepare, select, collect, transport and preserve tooling.
  • Change, adjust and set tooling.
  • Identify non-conformances in tooling.
  • Ensure quality in tooling. 
    		•

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information to:
  • Adjust tooling.
  • Engage with non-conformances. 
    		•

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively using visual, mathematical and/or language skills in the modes of oral and/or written presentation to:
  • Record and report all aspects pertaining to tooling. 
    		•

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically, showing responsibility towards the environment and the health of others by:
  • Using tools, tooling and equipment according to manufacturer's instructions. 
    		•

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    This unit standard replaces unit standard 9905, "Change and set tooling.", Level 4, 16 credits. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  79407   National Certificate: Polymer Compound Manufacturing  Level 3  NQF Level 03  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  MERSETA 
    Core  71949   Further Education and Training Certificate: Automotive Components: Manufacturing and Assembly  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  MERSETA 
    Elective  77983   Further Education and Training Certificate: Marine Engineering Watchkeeping  Level 4  NQF Level 04  Passed the End Date -
    Status was "Registered"     		 2013-04-07   
    Elective  79687   Further Education and Training Certificate: Metal and Engineering Manufacturing Processes  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  MERSETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 


    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.