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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Change and set tooling 
SAQA US ID UNIT STANDARD TITLE
9905  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  16 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 		 2005-07-19  2008-07-19  SAQA 0160/05 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2009-07-19   2012-07-19  

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 is replaced by: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status
335856  Change and set tooling  Level 4  NQF Level 04  15   

PURPOSE OF THE UNIT STANDARD 
Changing and setting tooling to make a quality product. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
  • This unit standard has been designed as part of a progression. It is one of a series of unit standards for activities below, at and above this level. The credits assigned to it are based on the assumption that I am learning what is needed for this unit standard as part of my learning for a range of related unit standards at this level or below it.
  • If I have experience in these related activities but do not have credits for them, I can obtain credits by being assessed through a process that recognises prior learning.
  • If I do not have such experience of related activities, then my learning time will be increased. I can choose to be assessed and obtain credits against those other unit standards as I make progress towards the outcomes of this unit standard. 
    		•

    UNIT STANDARD RANGE 
    1. The learner is able to change and set a variety of tooling for production purposes.
    2. The context conditions under which the learner is expected to perform are as follows: time pressure, minimum supervision, accuracy. 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Plan and prepare for tooling changes. 
    OUTCOME NOTES 
  • Determine tooling necessary to for process
  • Plan the tooling change against production schedule requirements
  • Necessary tooling available for change 
    		•

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Correct tooling installed. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Tooling ready for production within the standard time for that specific tooling installation
    2. No damage caused during changing and setting
    3. Machine and equipment cleaned and working area tidied when complete
    4. Records and reports are accurate and complete and made timeously
    5. Work is systematic and consistent and covers the following areas:
  • Preparation
  • Layout
  • Installation
  • Sequencing
  • Checking

    Understanding confirmed:

    1. Respond to 'what if' and 'why' questions related to:
  • Safety issues during installation
  • Setting and installing
  • Product and raw material
  • Materials used, construction and working of tooling
  • Reasons for or purpose of particular procedures
    2. Discuss impact of product and process requirements on tooling.
    3. Discuss cost implications of damage, incorrect settings and time required for changing of tooling. 
    		•

    ASSESSMENT CRITERION 2 
    2. Tooling is ready for production in terms of conditions such as: Alignment, Mechanical movement (speeds, pressures), Temperature, Services connected and functioning, Safety devices operating. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Tooling ready for production within the standard time for that specific tooling installation
    2. No damage caused during changing and setting
    3. Machine and equipment cleaned and working area tidied when complete
    4. Records and reports are accurate and complete and made timeously
    5. Work is systematic and consistent and covers the following areas:
  • Preparation
  • Layout
  • Installation
  • Sequencing
  • Checking

    Understanding confirmed:

    1. Respond to 'what if' and 'why' questions related to:
  • Safety issues during installation
  • Setting and installing
  • Product and raw material
  • Materials used, construction and working of tooling
  • Reasons for or purpose of particular procedures
    2. Discuss impact of product and process requirements on tooling.
    3. Discuss cost implications of damage, incorrect settings and time required for changing of tooling. 
    		•

    ASSESSMENT CRITERION 3 
    3. Records and reports are available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Tooling ready for production within the standard time for that specific tooling installation
    2. No damage caused during changing and setting
    3. Machine and equipment cleaned and working area tidied when complete
    4. Records and reports are accurate and complete and made timeously
    5. Work is systematic and consistent and covers the following areas:
  • Preparation
  • Layout
  • Installation
  • Sequencing
  • Checking

    Understanding confirmed:

    1. Respond to 'what if' and 'why' questions related to:
  • Safety issues during installation
  • Setting and installing
  • Product and raw material
  • Materials used, construction and working of tooling
  • Reasons for or purpose of particular procedures
    2. Discuss impact of product and process requirements on tooling.
    3. Discuss cost implications of damage, incorrect settings and time required for changing of tooling. 
    		•

    SPECIFIC OUTCOME 2 
    Change and set up tooling. 
    OUTCOME NOTES 
  • Use appropriate tools and instruments for removal and installation
  • Prepare removed tool for storage
  • Check tooling is ready for production 
    		•
    OUTCOME RANGE 
  • Changing and setting up includes removing currently installed tooling; installing new tooling; connecting services; making mechanical adjustments using any built-in machine functions; heat soaking; setting safety devices.
  • Tools and instruments include hand tools, power tools, lifting devices, graduated measuring equipment. 
    		•

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Correct tooling installed. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Tooling ready for production within the standard time for that specific tooling installation
    2. No damage caused during changing and setting
    3. Machine and equipment cleaned and working area tidied when complete
    4. Records and reports are accurate and complete and made timeously
    5. Work is systematic and consistent and covers the following areas:
  • Preparation
  • Layout
  • Installation
  • Sequencing
  • Checking

    Understanding confirmed:

    1. Respond to 'what if' and 'why' questions related to:
  • Safety issues during installation
  • Setting and installing
  • Product and raw material
  • Materials used, construction and working of tooling
  • Reasons for or purpose of particular procedures
    2. Discuss impact of product and process requirements on tooling.
    3. Discuss cost implications of damage, incorrect settings and time required for changing of tooling. 
    		•

    ASSESSMENT CRITERION 2 
    2. Tooling is ready for production in terms of conditions such as: Alignment, Mechanical movement (speeds, pressures), Temperature, Services connected and functioning, Safety devices operating. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Tooling ready for production within the standard time for that specific tooling installation
    2. No damage caused during changing and setting
    3. Machine and equipment cleaned and working area tidied when complete
    4. Records and reports are accurate and complete and made timeously
    5. Work is systematic and consistent and covers the following areas:
  • Preparation
  • Layout
  • Installation
  • Sequencing
  • Checking

    Understanding confirmed:

    1. Respond to 'what if' and 'why' questions related to:
  • Safety issues during installation
  • Setting and installing
  • Product and raw material
  • Materials used, construction and working of tooling
  • Reasons for or purpose of particular procedures
    2. Discuss impact of product and process requirements on tooling.
    3. Discuss cost implications of damage, incorrect settings and time required for changing of tooling. 
    		•

    ASSESSMENT CRITERION 3 
    3. Records and reports are available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Tooling ready for production within the standard time for that specific tooling installation
    2. No damage caused during changing and setting
    3. Machine and equipment cleaned and working area tidied when complete
    4. Records and reports are accurate and complete and made timeously
    5. Work is systematic and consistent and covers the following areas:
  • Preparation
  • Layout
  • Installation
  • Sequencing
  • Checking

    Understanding confirmed:

    1. Respond to 'what if' and 'why' questions related to:
  • Safety issues during installation
  • Setting and installing
  • Product and raw material
  • Materials used, construction and working of tooling
  • Reasons for or purpose of particular procedures
    2. Discuss impact of product and process requirements on tooling.
    3. Discuss cost implications of damage, incorrect settings and time required for changing of tooling. 
    		•

    SPECIFIC OUTCOME 3 
    Document all activities. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Correct tooling installed. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Tooling ready for production within the standard time for that specific tooling installation
    2. No damage caused during changing and setting
    3. Machine and equipment cleaned and working area tidied when complete
    4. Records and reports are accurate and complete and made timeously
    5. Work is systematic and consistent and covers the following areas:
  • Preparation
  • Layout
  • Installation
  • Sequencing
  • Checking

    Understanding confirmed:

    1. Respond to 'what if' and 'why' questions related to:
  • Safety issues during installation
  • Setting and installing
  • Product and raw material
  • Materials used, construction and working of tooling
  • Reasons for or purpose of particular procedures
    2. Discuss impact of product and process requirements on tooling.
    3. Discuss cost implications of damage, incorrect settings and time required for changing of tooling. 
    		•

    ASSESSMENT CRITERION 2 
    2. Tooling is ready for production in terms of conditions such as: Alignment, Mechanical movement (speeds, pressures), Temperature, Services connected and functioning, Safety devices operating. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Tooling ready for production within the standard time for that specific tooling installation
    2. No damage caused during changing and setting
    3. Machine and equipment cleaned and working area tidied when complete
    4. Records and reports are accurate and complete and made timeously
    5. Work is systematic and consistent and covers the following areas:
  • Preparation
  • Layout
  • Installation
  • Sequencing
  • Checking

    Understanding confirmed:

    1. Respond to 'what if' and 'why' questions related to:
  • Safety issues during installation
  • Setting and installing
  • Product and raw material
  • Materials used, construction and working of tooling
  • Reasons for or purpose of particular procedures
    2. Discuss impact of product and process requirements on tooling.
    3. Discuss cost implications of damage, incorrect settings and time required for changing of tooling. 
    		•

    ASSESSMENT CRITERION 3 
    3. Records and reports are available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Tooling ready for production within the standard time for that specific tooling installation
    2. No damage caused during changing and setting
    3. Machine and equipment cleaned and working area tidied when complete
    4. Records and reports are accurate and complete and made timeously
    5. Work is systematic and consistent and covers the following areas:
  • Preparation
  • Layout
  • Installation
  • Sequencing
  • Checking

    Understanding confirmed:

    1. Respond to 'what if' and 'why' questions related to:
  • Safety issues during installation
  • Setting and installing
  • Product and raw material
  • Materials used, construction and working of tooling
  • Reasons for or purpose of particular procedures
    2. Discuss impact of product and process requirements on tooling.
    3. Discuss cost implications of damage, incorrect settings and time required for changing of tooling. 
    		•

    SPECIFIC OUTCOME 4 
    Work safely with due care for self, fellow workers, equipment, materials and the
    environment. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Correct tooling installed. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Tooling ready for production within the standard time for that specific tooling installation
    2. No damage caused during changing and setting
    3. Machine and equipment cleaned and working area tidied when complete
    4. Records and reports are accurate and complete and made timeously
    5. Work is systematic and consistent and covers the following areas:
  • Preparation
  • Layout
  • Installation
  • Sequencing
  • Checking

    Understanding confirmed:

    1. Respond to 'what if' and 'why' questions related to:
  • Safety issues during installation
  • Setting and installing
  • Product and raw material
  • Materials used, construction and working of tooling
  • Reasons for or purpose of particular procedures
    2. Discuss impact of product and process requirements on tooling.
    3. Discuss cost implications of damage, incorrect settings and time required for changing of tooling. 
    		•

    ASSESSMENT CRITERION 2 
    2. Tooling is ready for production in terms of conditions such as: Alignment, Mechanical movement (speeds, pressures), Temperature, Services connected and functioning, Safety devices operating. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Tooling ready for production within the standard time for that specific tooling installation
    2. No damage caused during changing and setting
    3. Machine and equipment cleaned and working area tidied when complete
    4. Records and reports are accurate and complete and made timeously
    5. Work is systematic and consistent and covers the following areas:
  • Preparation
  • Layout
  • Installation
  • Sequencing
  • Checking

    Understanding confirmed:

    1. Respond to 'what if' and 'why' questions related to:
  • Safety issues during installation
  • Setting and installing
  • Product and raw material
  • Materials used, construction and working of tooling
  • Reasons for or purpose of particular procedures
    2. Discuss impact of product and process requirements on tooling.
    3. Discuss cost implications of damage, incorrect settings and time required for changing of tooling. 
    		•

    ASSESSMENT CRITERION 3 
    3. Records and reports are available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Tooling ready for production within the standard time for that specific tooling installation
    2. No damage caused during changing and setting
    3. Machine and equipment cleaned and working area tidied when complete
    4. Records and reports are accurate and complete and made timeously
    5. Work is systematic and consistent and covers the following areas:
  • Preparation
  • Layout
  • Installation
  • Sequencing
  • Checking

    Understanding confirmed:

    1. Respond to 'what if' and 'why' questions related to:
  • Safety issues during installation
  • Setting and installing
  • Product and raw material
  • Materials used, construction and working of tooling
  • Reasons for or purpose of particular procedures
    2. Discuss impact of product and process requirements on tooling.
    3. Discuss cost implications of damage, incorrect settings and time required for changing of tooling. 
    		•

    SPECIFIC OUTCOME 5 
    Discuss and explain issues related to the setting process and product requirements. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Correct tooling installed. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Tooling ready for production within the standard time for that specific tooling installation
    2. No damage caused during changing and setting
    3. Machine and equipment cleaned and working area tidied when complete
    4. Records and reports are accurate and complete and made timeously
    5. Work is systematic and consistent and covers the following areas:
  • Preparation
  • Layout
  • Installation
  • Sequencing
  • Checking

    Understanding confirmed:

    1. Respond to 'what if' and 'why' questions related to:
  • Safety issues during installation
  • Setting and installing
  • Product and raw material
  • Materials used, construction and working of tooling
  • Reasons for or purpose of particular procedures
    2. Discuss impact of product and process requirements on tooling.
    3. Discuss cost implications of damage, incorrect settings and time required for changing of tooling. 
    		•

    ASSESSMENT CRITERION 2 
    2. Tooling is ready for production in terms of conditions such as: Alignment, Mechanical movement (speeds, pressures), Temperature, Services connected and functioning, Safety devices operating. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Tooling ready for production within the standard time for that specific tooling installation
    2. No damage caused during changing and setting
    3. Machine and equipment cleaned and working area tidied when complete
    4. Records and reports are accurate and complete and made timeously
    5. Work is systematic and consistent and covers the following areas:
  • Preparation
  • Layout
  • Installation
  • Sequencing
  • Checking

    Understanding confirmed:

    1. Respond to 'what if' and 'why' questions related to:
  • Safety issues during installation
  • Setting and installing
  • Product and raw material
  • Materials used, construction and working of tooling
  • Reasons for or purpose of particular procedures
    2. Discuss impact of product and process requirements on tooling.
    3. Discuss cost implications of damage, incorrect settings and time required for changing of tooling. 
    		•

    ASSESSMENT CRITERION 3 
    3. Records and reports are available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Tooling ready for production within the standard time for that specific tooling installation
    2. No damage caused during changing and setting
    3. Machine and equipment cleaned and working area tidied when complete
    4. Records and reports are accurate and complete and made timeously
    5. Work is systematic and consistent and covers the following areas:
  • Preparation
  • Layout
  • Installation
  • Sequencing
  • Checking

    Understanding confirmed:

    1. Respond to 'what if' and 'why' questions related to:
  • Safety issues during installation
  • Setting and installing
  • Product and raw material
  • Materials used, construction and working of tooling
  • Reasons for or purpose of particular procedures
    2. Discuss impact of product and process requirements on tooling.
    3. Discuss cost implications of damage, incorrect settings and time required for changing of tooling. 
    		•


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • My assessment will be governed by the policies and guidelines of the MERSETA Education and Training Quality Assurer who has jurisdiction over this field of learning. My assessor will (at the very least) be accredited and have a technical qualification in this learning area.
  • I can be assessed in the language of my choice although if I have to report incidents or conditions to someone else, I will be assessed on my ability to report in the language commonly used in my working environment.
  • I will be assessed in the workplace but I can submit documents, projects, test results and assignments that were not produced in the workplace.
  • I can be assessed against this unit standard to obtain credits or as part of an integrated assessment for a qualification. 
    		•

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    Things I know and can explain:

    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:
  • Of 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 
    		•


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems:
  • Identify product faults related to tooling and undertake appropriate actions
  • Identify and correct conditions or practices which will damage or reduce the life of the tooling 
    		•

    UNIT STANDARD CCFO WORKING 
    Work effectively with others:
  • Interact with designers, customers, toolmakers, machine operators, stores people and others associated with the production, use and maintenance of tooling 
    		•

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage myself and my activities:
  • Prepare, plan and sequence events and procedures 
    		•

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information:
  • Record, categorise and explain problems, faults and down times related to the tooling 
    		•

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively:
  • Report on the performance of the tooling to relevant parties 
    		•

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically:
  • Explain physics principles as they apply to set up and installation of tooling 
    		•

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems:
  • Solutions to problems reflect an awareness that tooling forms the key to precision, speed and quality 
    		•

    UNIT STANDARD NOTES 
    This unit standard has been replaced by unit standard 335856, which is "Change and set tooling.", Level 4, 15 credits. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  21006   National Certificate: Automotive Component Manufacturing and Assembly  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2008-11-01  Was MERSETA until Last Date for Achievement 
    Core  20890   National Certificate: Plastics Manufacturing  Level 4  NQF Level 04  Passed the End Date -
    Status was "Registered"     		 2005-04-13  Was MERSETA until Last Date for Achievement 
    Core  21013   National Certificate: Power and Telecommunication Cable Manufacturing  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  MERSETA 
    Elective  58861   Further Education and Training Certificate: Electro-Mechanical Winding  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  MERSETA 
    Elective  66489   Further Education and Training Certificate: Foundry Operations  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2013-11-07  MERSETA 
    Elective  49020   Further Education and Training Certificate: Metals Production  Level 4  NQF Level 04  Passed the End Date -
    Status was "Registered"     		 2007-04-07   
    Elective  50040   Further Education and Training Certificate: Optical Manufacturing Processes  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  MERSETA 
    Elective  50560   Further Education and Training Certificate: Small Craft Construction  Level 4  NQF Level 04  Passed the End Date -
    Status was "Registered"     		 2009-08-31  Was MERSETA until Last Date for Achievement 
    Elective  21016   National Certificate: Metal and Engineering Manufacturing Processes  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2011-02-16  Was MERSETA until Last Date for Achievement 


    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.