Templates

(Sample Cover Page)

Qualification:
SHIELDED METAL ARC WELDING NC II
Unit of Competency:
WELD CARBON STEEL PLATE USING SMAW
Module Title:
WELDING ON CARBON STEEL PLATE
Institution:
LMMSAT - TESDA
Poblacion West, Asingan, Pangasinan
Plan Training Session
Data Gathering Instrument for Trainee’s Characteristics
Please answer the following instrument according to the
characteristics described below. Encircle the letter of your choice that
best describes you as a learner. Blank spaces are provided for some
data that need your response.
Characteristics of learners

Language, Average grade in: Average grade in:

literacy and English Math
numeracy
(LL&N) a. 95 and above a. 95 and above
b. 90 to 94 b. 90 to 94
c. 85 to 89 c. 85 to 89
d. 80 to 84 d. 80 to 84
a. 75 to 79 e. 75 to 79

Cultural and Ethnicity/culture:

language a. Ifugao
background
b. Igorot
c. Ibanag
d. Gaddang
e. Muslim
f. Ibaloy
g. Others( please specify)_____________

Education & Highest Educational Attainment:

general a. High School Level
knowledge
b. High School Graduate
c. College Level
d. College Graduate
e. with units in Master’s degree
f. Masteral Graduate
g. With units in Doctoral Level
h. Doctoral Graduate
Sex a. Male
b. Female
Age Your age: _____
Physical ability 1. Disabilities(if any)_____________________
 Characteristics of learners
2. Existing Health Conditions (Existing
illness if any)
a. None
b. Asthma
c. Heart disease
d. Anemia
e. Hypertension
f. Diabetes
g. Others(please specify)
___________________

Previous TM Certificates
experience a. TQ certified
with the topic b. TM graduate
c. TM trainer
d. TM lead trainer
Number of years as a competency trainer
______

Previous List down trainings related to TM

learning ___________________________
experience ___________________________
___________________________
National Certificates acquired and NC
Training Level
level
completed
___________________________
___________________________

Special Other courses related to TM

courses a. Units in education
b. Master’s degree units in education
c. Others(please specify)
_________________________

Learning a. Visual - The visual learner takes

styles mental pictures of information given,
so in order for this kind of learner to
retain information, oral or written,
presentations of new information must
contain diagrams and drawings,
preferably in color. The visual learner
can't concentrate with a lot of activity
around him and will focus better and
learn faster in a quiet study
environment.
b. Kinesthetic - described as the students
in the classroom, who have problems
 Characteristics of learners

sitting still and who often bounce their

legs while tapping their fingers on the
desks. They are often referred to as
hyperactive students with
concentration issues.
c. Auditory- a learner who has the ability
to remember speeches and lectures in
detail but has a hard time with written
text. Having to read long texts is
pointless and will not be retained by
the auditory learner unless it is read
aloud.
d. Activist - Learns by having a go
e. Reflector - Learns most from activities
where they can watch, listen and then
review what has happened.
f. Theorist - Learns most when ideas are
linked to existing theories and
concepts.
g. Pragmatist - Learns most from learning
activities that are directly relevant to
their situation.
Other needs a. Financially challenged
b. Working student
c. Solo parent
d. Others(please specify)
___________________________
FORM 1.1 SELF-ASSESSMENT CHECK

INSTRUCTIONS: This Self-Check Instrument will give the trainer

necessary data or information which is essential in
planning training sessions. Please check the
appropriate box of your answer to the questions
below.
CORE COMPETENCIES
CAN I…? YES NO
Core Competencies
1. Weld Carbon Steel Plates Using SMAW
1.1 Perform root pass /
1.2 Clean root pass
1.3 Weld subsequent/ filling passes

1.4 Perform capping

2. Weld Carbon Steel Pipes Using SMAW
1.1 Perform root pass /
1.2 Clean root pass /

1.3 Weld subsequent/ filling passes /

1.4 Perform capping /

Note: In making the Self-Check for your Qualification, all required competencies
should be specified. It is therefore required of a Trainer to be well- versed
of the CBC or TR of the program qualification he is teaching.
Evidences/Proof of Current Competencies

Form 1.2: Evidence of Current Competencies acquired related

to Job/Occupation

Current Proof/Evidence Means of validating

competencies
Weld Carbon  Certificate of Submitted SMAW NC II
Steel Pipes Training Certificate of Training
Using SMAW
 Certificate of
Employment
 NC Certificate

In reviewing the documents submitted by the prospective

Trainee, the following should be considered:
1. Authenticity of the document
2. Date acquired
3. Standing of the company / employer who issued the
certificate
 Identifying Training Gaps

From the accomplished Self-Assessment Check (Form 1.1) and

the evidences of current competencies (Form 1.2), the Trainer will be
able to identify what the training needs of the prospective trainee are.

Form 1.3 Summary of Current Competencies Versus Required

Competencies

Required Units of Current Training

Competency/Learnin Competencies Gaps/Requirement
g Outcomes based on s
CBC
1. Weld Carbon Steel Plates Using SMAW
1.1 Perform root
1.1 Perform root pass pass
1.2 Clean root pass
1.3 Weld subsequent/
filling passes

1.4 Perform capping

2. Weld Carbon Steel Pipes Using SMAW
1.1 Perform root
1.1 Perform root pass pass
1.2 Clean root pass 1.2 Clean root pass
1.3 Weld
1.3 Weld subsequent/ subsequent/ filling
filling passes passes

1.4 Perform
1.4 Perform capping capping

Using Form No.1.4, convert the Training Gaps into a Training

Needs/ Requirements. Refer to the CBC in identifying the Module Title
or Unit of Competency of the training needs identified.
 Form No. 1.4: Training Needs

Training Needs Module Title/Module DURATION (HOURS)

of Instruction
(Learning
Outcomes)
1.1 Perform
root pass
80hours
1.2 Clean
root pass

1.3Weld
subsequent/
filling passes
1.4 Perform
capping
 SESSION PLAN
Sector : METALS AND ENGINEERING
Qualification Title : SMAW NC II
Unit of Competency : WELD CARBON STEEL PLATES USING SMAW
Module Title : WELDING CARBON STEEL PLATES USING SMAW
Learning Outcomes:
1.Perform root pass
2.Clean root pass
3.Weld subsequent/filling passes
4.Perform capping

A. INTRODUCTION This unit covers the skills, knowledge and attitude in performing groove welding on carbon
steel plates in different positions such as 1G, 2G and 3G.
B. LEARNING ACTIVITIES
LO 1: PERFORM ROOT PASS
Learning Content Methods Presentation Practice Feedback Resources Time
Essentials of  Self-Paced Read information Answer self Compare to Internet 20
welding Instruction sheet1.1-1 on check 1.1 answer Books hrs
 Modular Essentials of sheet 1.1 TR
 Discussion welding

Safe Welding  Self-Paced Read information Answer self- Refer to Internet 20

Practices Instruction sheet 1.1-2 on Safe check 1.1-2 answer key Books hrs
 Modular Welding Practices 1.1-2 TR
Weld defects,  Self-Paced Read information Answer self- Refer to Internet 20
causes and Instruction sheet1.1-3 in check 1.1-3 answer key Books hrs
remedies  Modular identifying Weld 1.1-3 TR
defects, causes
and remedies
Welding  Self-Paced Read information Answer self- Refer to Internet 20
procedure and Instruction sheet 1.1-4 in check 1.1-4 answer key Books hrs
specification  Modular Welding procedure 1.1-4 TR
(WPS) and
specification(WPS)
International  Self- Paced Read information Answer self- Refer to Internet 20
welding codes Instruction sheet 1.1-5 on the check 1.1-5 answer key Books hrs
and standard  Modular International 1.1-5 TR
welding codes and
standard
Acceptable Weld  Self- Paced Read information Answer self- Refer to Internet 20
Profiles instruction sheet 1.1-6 on check 1.1-6 answer key Books hrs
 Modular Acceptable weld 1.1-6 TR
profiles
Welding  Self-Paced Perform Job Trainer 40
Techniques and instruction Sheets 1.1- evaluates hrs
Observe the trainer 1.Information
Procedure  Modularized 7a-c on performanc sheet
as he
instruction different e and work 2.Job sheets
demonstrates the
welding outputs 3.Welding
different welding Machine w/
techniques and makes
techniques and complete
and recommend accessories
procedures
procedures ations. 4. Supplies and
correctly and materials
properly.
5. Performance
evaluation
checklists
6. Tools
L.O. 2. Clean root pass
1. 1. Essentials of  Discus Read Information Sheet Answer Self - Compare 1.
welding sion No. 1.1-1 Check No. 1.1-1 to Informat
 Modula Essentials of welding Answers ion
r Self-paced Key No. Sheet
Instruction 1.1-1 No.1.1 –
1
2. Self –
check
1.1 - 1

 Discus Read Information Sheet Answer Self – Compare 1.Inform

2. Welding Personal sion No.1.1-2 on the Welding Check No.1.1-2. to Answer ation
Protective Equipment  Modula Personal Protective Key No. Sheet
(PPE) r Self-paced Equipment (PPE) 1.1-2. No.1.1-2
Instruction 2. Self –
Check
No. 1.1-
2

3. Identifying Weld  Discus Read Information Sheet Answer Self Check Compare 1.Inform
defects, causes and sion No.1.1-3 No. 1.1-3 to Answer ation
remedies  Modula Identifying Weld defects, Key No. Sheet
r Self-paced causes and remedies 1.1-3 No.1.1-3
Instruction
4. Welding Procedure  Discus Read Information Sheet Answer Self-Check Compare 1.Inform
Specifications ( WPS ) sion No.1.1-4 No.1.1-4 to Answer ation
 Modula Welding Procedures Key Sheet
r Self-paced Specifications (WPS ) No.1.1-4 No.1.1-4
Instruction 2. Self-
Check
No. 1.1-
4
5.International  Discus Read Information Sheet Answer Self-Check Compare 1.Inform
Welding Codes and sion No. 1.1-5 International No. 1.1-5 to Answer ation
Standards  Modula welding codes and Key No. Sheet
r Self-paced standards 1.1-5 No. 1.1-
Instruction 5
2. Self-
Check
No.1.1-5
6.Weld Profiles  Discus Read Information Sheet Answer Self - Compare 1.Inform
sion No.1 1-6 Weld Profiles Check No. 1.1-6 to Answer ation
 Modula Key Sheet
r Self-paced No.1.1-6 No.1.1-6
Instruction 2. Self –
Check
No.1 1
-6

7.Welding technique  Discus Guided by Information Perform Job Sheet Trainer 1.Job
and procedure sion Sheet No. 1.1-7, No. 1.1-7 on evaluates Sheet
  Modula observe the trainer as different welding performa 2.Weldin
r Self-paced he demonstrates the techniques and nce and g
Instruction different welding procedures. work machine
 Observ techniques and outputs with
ation procedures correctly and complet
 Demon and properly makes e
stration recomme accessor
ndations ies
based on 3.Suppli
Performa es and
nce material
Criteria s
No. 1.1-7 5.Perfor
mance
criteria
evaluati
on sheet
3. Weld subsequent/filling passes
2. 1. Essentials  Discussion Read Answer Self - Compare to 1. 3. 1. Essentials
of  Modular Self- Information Check No. 1.1- Answers Key Informatio of
welding paced Instruction Sheet No. 1.1- 1 No. 1.1-1 n Sheet welding
1 No.1.1 – 1
Essentials of 2. Self –
welding check 1.1 -
1

 Discussion Read Answer Self – Compare to 1.Informati

2. Welding  Modular Self- Information Check No.1.1- Answer Key on Sheet
Personal paced Instruction Sheet No.1.1-2 2. No. 1.1-2. No.1.1-2
Protective on the Welding 2. Self –
Equipment Personal Check No.
(PPE) Protective 1.1-2
Equipment
(PPE)

3.  Discussion Read Answer Self Compare to 1.Informati

Identifying  Modular Self- Information Check No. 1.1- Answer Key on Sheet
Weld paced Instruction Sheet No.1.1-3 3 No. 1.1-3 No.1.1-3
defects, Identifying
causes and Weld defects,
remedies causes and
remedies
4. Welding  Discussion Read Answer Self- Compare to 1.Informati
Procedure  Modular Self- Information Check No.1.1- Answer Key on Sheet
Specification paced Instruction Sheet No.1.1-4 4 No.1.1-4 No.1.1-4
s ( WPS ) Welding 2. Self-
Procedures Check No.
Specifications 1.1-4
(WPS )
5.Internatio  Discussion Read Answer Self- Compare to 1.Informati
nal Welding  Modular Self- Information Check No. 1.1- Answer Key on Sheet
Codes and paced Instruction Sheet No. 1.1- 5 No. 1.1-5 No. 1.1-5
Standards 5 International 2. Self-
welding codes Check
and standards No.1.1-5
6.Weld  Discussion Read Answer Self - Compare to 1.Informati
Profiles  Modular Self- Information Check No. 1.1- Answer Key on Sheet
paced Instruction Sheet No.1 1-6 6 No.1.1-6 No.1.1-6
 Weld Profiles 2. Self –
Check
No.1 1 -6

7.Welding  Discussion Guided by Perform Job Trainer 1.Job

technique  Modular Self- Information Sheet No. 1.1- evaluates Sheet
and paced Instruction Sheet No. 1.1- 7 on different performance 2.Welding
procedure  Observation 7, observe the welding and work machine
 Demonstration trainer as he techniques outputs and with
demonstrates and makes complete
the different procedures. recommendati accessories
welding ons based on 3.Supplies
techniques Performance and
and Criteria No. materials
procedures 1.1-7 5.Performa
correctly and nce criteria
properly evaluation
sheet
4. Perform capping
4. 1. Essentials  Discussion Read Answer Self - Compare to 1.
of  Modular Self- Information Check No. 1.1- Answers Key Informatio
welding paced Instruction Sheet No. 1.1- 1 No. 1.1-1 n Sheet
 1 No.1.1 – 1
Essentials of 2. Self –
welding check 1.1 -
1

 Discussion Read Answer Self – Compare to 1.Informati

2. Welding  Modular Self- Information Check No.1.1- Answer Key on Sheet
Personal paced Instruction Sheet No.1.1-2 2. No. 1.1-2. No.1.1-2
Protective on the Welding 2. Self –
Equipment Personal Check No.
(PPE) Protective 1.1-2
Equipment
(PPE)

3.  Discussion Read Answer Self Compare to 1.Informati

Identifying  Modular Self- Information Check No. 1.1- Answer Key on Sheet
Weld paced Instruction Sheet No.1.1-3 3 No. 1.1-3 No.1.1-3
defects, Identifying
causes and Weld defects,
remedies causes and
remedies

4. Welding  Discussion Read Answer Self- Compare to 1.Informati

Procedure  Modular Self- Information Check No.1.1- Answer Key on Sheet
Specification paced Instruction Sheet No.1.1-4 4 No.1.1-4 No.1.1-4
s ( WPS ) Welding 2. Self-
 Procedures Check No.
Specifications 1.1-4
(WPS )

5.Internatio  Discussion Read Answer Self- Compare to 1.Informati

nal Welding  Modular Self- Information Check No. 1.1- Answer Key on Sheet
Codes and paced Instruction Sheet No. 1.1- 5 No. 1.1-5 No. 1.1-5
Standards 5 International 2. Self-
welding codes Check
and standards No.1.1-5.

6.Weld  Discussion Read Answer Self - Compare to 1.Informati

Profiles  Modular Self- Information Check No. 1.1- Answer Key on Sheet
paced Instruction Sheet No.1 1-6 6 No.1.1-6 No.1.1-6
Weld Profiles 2. Self –
Check
No.1 1 -6

7.Welding  Discussion Guided by Perform Job Trainer 1.Job

technique  Modular Self- Information Sheet No. 1.1- evaluates Sheet
and paced Instruction Sheet No. 1.1- 7 on different performance 2.Welding
procedure  Observation 7, observe the welding and work machine
 Demonstration trainer as he techniques outputs and with
demonstrates and makes complete
the different procedures. recommendati accessories
welding ons based on 3.Supplies
 techniques Performance and
and Criteria No. materials
procedures 1.1-7 5.Performa
correctly and nce criteria
properly evaluation
sheet

C. Assessment Plan:
a. Written Test: Question on knowledge such as:
 Essentials of welding, Safe welding practices, Weld defects, causes
and remedies, Welding procedure and specifications, International
welding codes and standards, and weld profiles.
b. Actual / Performance Test:
 Perform procedural demonstration on root pass.
D. Teachers Self- Reflection of the Session.
Preparation and development of session plan is a very vital role of a trainer in the CBT training, so therefore there
is a need to continuously improve and enhance. As I prepare and develop such the system and procedure also improved
more.

Prepared By:
Wilmer J. Directo
 COMPETENCY-BASED LEARNING
MATERIAL
Sector: METALS AND ENGINEERING
Qualification:
SHIELDED METAL ARC WELDING NC II
Unit of Competency:
WELD CARBON STEEL PLATE USING SMAW
Module Title:
WELDING ON CARBON STEEL PLATE
Institution:
LMMSAT - TESDA
Poblacion West, Asingan, Pangasinan

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 19 of 250
2012
Templates Developed
by:
NTTA Revision # 01
 LIST OF COMPETENCIES

No. Unit of Competency Module Title Code

Weld Carbon Steel Plates Welding Carbon Steel
1. using SMAW Plates using SMAW
MEE721306

Weld Carbon Steel Pipes Welding Carbon Steel

2. MEE721306
Using SMAW Pipes Using SMAW

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 20 of 250
2012
Templates Developed
by:
NTTA Revision # 01
 HOW TO USE THIS COMPETENCY BASED LEARNING
MATERIAL

Welcome to the module in Welding Carbon Steel Plate Using

SMAW. This module contains training materials and activities for you
to complete.
The unit of competency “Weld Carbon Steel Plate Using
SMAW” contains knowledge, skills and attitudes required for
Shielded Metal Arc Welding NC II. It is one of the specialized
modules at National Certificates Level (NC II).
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 and Resources Sheets
(Reference Materials for further reading to help you better understand
the required activities). Follow these activities on your own and
answer the self-check at the end of each learning outcome. You may
remove a blank answer sheet at the end of each module (or get one
from your facilitator/trainer) to write your answers for each self-
check. If you have questions, don’t hesitate to ask you facilitator for
assistance.
Recognition of Prior Learning (RPL)
You may already have some or most of the knowledge and skills
covered in this learner’s guide because you have:
 been working for some time
 already completed training in this area
If you can demonstrate to your trainer that you are competent in a
particular skill or skills, talk to him/her about having them formally
recognized so you don’t have to do the same training again. If you
have a qualification or Certificate of Competency from previous
trainings, show it to your trainer. If the skills you acquired are still
current and relevant to the unit/s of competency they may become
part of the evidence you can present for RPL. If you are not sure
about the currency of your skills, discuss this with your trainer.
At the end of this module is a Learner’s Diary. Use this diary to
record important dates, jobs undertaken and other workplace events
that will assist you in providing further details to your trainer or
assessor. A Record of Achievement is also provided for your trainer
to complete once you complete the module.
This module was prepared to help you achieve competency, in
Welding Carbon Steel Plates Using SMAW. This will be the source of
information for you to acquire knowledge and skills in this particular
Date Document No. NTTA-TM1-01
Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 21 of 250
2012
Templates Developed
by:
NTTA Revision # 01
trade independently and at your own pace, with minimum supervision
or help from your instructor.
 Talk to your trainer and agree on how you will both organize the
Training of this unit. Read through the module carefully. It is
divided into sections, which cover all the skills, and knowledge
you need to successfully complete this module.

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 22 of 250
2012
Templates Developed
by:
NTTA Revision # 01
QUALIFICATION: SHIELDED METAL ARC WELDING NC
II

UNIT OF COMPETENCY: Weld Carbon Steel Plates Using SMAW

MODULE TITLE: Welding Carbon Steel Plates Using

SMAW

INTRODUCTION: This module covers the knowledge,

skills and proper attitude in groove
welding on carbon steel plates in
performing root pass, clean root pass,
weld subsequent/ filling passes, and
perform capping.
NOMINAL DURATION: 120 HOURS
LEARNING OUTCOMES:

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

able to:
1. Perform root pass
2. Clean root pass
3. Weld subsequent/filling pass
4. Perform capping

ASSESSMENT CRITERIA:
1. Root pass is performed in accordance with WPS and/or client
specifications.
2. Task is performed in accordance with company or industry
requirement and safety procedure.
3. Weld is visually checked for defects and repaired, as
4. required
5. Weld is visually acceptable in accordance with applicable
codes and standards
6. Root pass is cleaned and free from defects and discontinuities
7. Task is performed in accordance with approved WPS
8. Subsequent/ filling passes is performed in accordance with
approved WPS
9. Weld is visually checked for defects and repaired, as required
10. Weld is visually acceptable in accordance with applicable
codes and standards

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 23 of 250
2012
Templates Developed
by:
NTTA Revision # 01
 11. Capping is performed in accordance with WPS and/or client
specifications
12. Weld is visually checked for defects and repaired, as required
13. Weld is visually acceptable in accordance with applicable
codes and standards

PRE-REQUISITE:

BASIC AND COMMON COMPETENCIES

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 24 of 250
2012
Templates Developed
by:
NTTA Revision # 01
LEARNING OUTCOME #1: Perform root pass
Learning Contents: 1. Essentials of welding
2. Safe welding practices
3. Weld defects, causes and remedies
4. Welding Procedure and Specifications
(WPS)
5. International welding codes and standards
6. Acceptable weld profiles
7. Welding technique and procedures
ASSESSMENT CRITERIA:
1. Root pass is performed in accordance with WPS and/or
client specifications.
2. Task is performed in accordance with company or
industry requirement and safety procedure.
3. Weld is visually checked for defects and repaired, as
required
4. Weld is visually acceptable in accordance with applicable
codes
and standards

CONDITIONS:

Equipment
 AC-DC Welding Machine
 Welding Table
 Portable Grinder
 Portable Oven
 Welding Booth

Tools/Accessories
 Welding Mask
 Steel Brush
 Clear glass
 Chipping Hammer
 Dark glass

Supplies/Materials
 Electrodes
 Carbon steel plates
Date Document No. NTTA-TM1-01
Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 25 of 250
2012
Templates Developed
by:
NTTA Revision # 01
  Cutting grinding disc

Personal Protective Equipment

 Safety shoes
 Apron
 apron
 Leggings
 Safety goggles
 Gloves

Training Manuals
 Arc welding manuals
 Welding procedures specifications
 Welding standards

ASSESSMENT METHODS:
 Observation and interview
 Demonstration and interview
 Written test
 Portfolio

LEARNING EXPERIENCES

Activities Special Instructions

1. Read Information Sheet 1.1 – 1 on the Read the information sheet
Date Document No. NTTA-TM1-01
Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 26 of 250
2012
Templates Developed
by:
NTTA Revision # 01
 Essentials of welding . carefully
2. Answer Self – Check 1.1-1. Compare to answer key 1.1-1.
3. Read Information Sheet 1.1-2 on the Read the information sheet
Safe welding practices. carefully
4. Answer Self – Check 1.1-2. Compare to answer key 1.1-2.
5. Read Information Sheet 1.1-3 in Read the information sheet
identifying weld defects, causes and carefully
remedies
6. Answer Self – Check 1.1 -3. Compare to answer key 1.1-3.
7. Read Information Sheet 1.1 – 4 on Read the information sheet
Welding Procedures and Specifications carefully
(WPS).
8. Answer Self – Check 1.1 -4 (Written Compare to answer key 1.1-4.
Test)
9. Read Information Sheet 1.1-5 on Read the information sheet
International welding codes and standards. carefully
10. Answer Self – Check 1.1 -5 (Written Compare to answer key 1.1-5.
Test)
11. Read Information Sheet 1.1-6 on Read the information sheet
acceptable weld profiles. carefully
12. Answer Self – Check 1.1 -6 (Written Compare to answer key 1.1-6.
Test)
13. Guided by information sheet 1.1-7, Jot down observations.
observe the trainer as he demonstrates the
different welding techniques and
procedures correctly and properly.
14. Perform Job Sheets 1.1-7a-c on the Trainer evaluates performance
different welding techniques and and work outputs and makes
procedures. recommendations.

INFORMATION SHEET No. 1.1-1

ESSENTIALS OF WELDING

After reading the Information Sheet, the trainee must be

able to determine the essentials of welding.

Weld quality and consistency can only be maintained with

respect to the five essentials. The five essentials of welding include the
Date Document No. NTTA-TM1-01
Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 27 of 250
2012
Templates Developed
by:
NTTA Revision # 01
use of correct electrode size, current, arc length or voltage, travel
speed and electrode angles. All five must be collectively and
consistently maintain to successfully control the puddle and produce
a weld that is uniform in appearance, have consistent ripples, smooth
face contour, and no noticeable defect. Once the welder masters the
ability to consistently maintain the five essentials, the ability to
control the puddle will follow.

ELECTRODE SIZE

Choosing the correct electrode size involves many factors. If a

smaller recommended electrode is used, welding time and heat to the
joint will increase. It can result in increase costs, heat affected zone,
cracking or distortion.
Larger electrode can cause melt – through and can be difficult to
control in out of position
joints. Poor appearance and possible defects can result. The welding
procedure designates the correct electrode size, generally based on
metal type and thickness. However, if no procedure or instruction is
available the welder will have to choose the correct electrode size.

CURRENT

The correct current setting is vital for maintaining consistency

in weld quality. If the current is too high, the electrode melts too fast,
and the molten pool is larger and irregular. If the current is too high
when welding single vee-groove, it might blow holes through the joint
and cause large molten metal droplets to fall out of the groove.
If the current is too low, there is not enough heat to melt the
base metal. The molten pool will be too small, piles up, and looks
irregular. Poor penetration and incomplete fusion in the joint can
result.

TRAVEL SPEED

Incorrect travel is a common mistake. Sometimes travel speed is

the only condition a welder may need to change. Travelling too fast
causes the puddle to freeze too quickly. Because of this, impurities
and gases can become entrapped, making the bead face narrow with
pointing ripple. Incomplete penetration due to loss of the keyhole in
root pass is possible.

Date Document No. NTTA-TM1-01

Developed: Issued by:
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 Travelling too slow will cause the puddle to be large, with pile –
up, and a straight ripple pattern. For out of position welding, slow
travel sped can cause the puddle to drip out the joint.

ELECTRODE ANGLE

One of the most essentials is the use of the correct electrode

angles. For fillet and groove welds, correct electrode angles are vital for
preventing undercut and inadequate fill. When depositing a fillet weld
the electrode should be held so that it bisects the angle between the
plates and is perpendicular to the line of the weld. On groove weld, the
technique is much the same; although varying slightly with multiple
pass welding.
There are two teams to specify electrode angles. These are
travel angle and work angles.
The travel angle applies to the position the electrode make with
a reference perpendicular to the axis of the weld in plane of the weld
axis. It can be either a drag angle or a push angle. A drag angle is
when the electrode is pointing backward, meaning the welder’s hand
and electrode holder proceeds the puddle. A push angle is when
electrode is pointing just the opposite of the drag.
The work angle is the position the electrode makes with
reference to the surface of the plate on a plane perpendicular to the
weld axis. On butt joints the work angle is usually 90 degrees to the
surface of the plate.
T o some degree, you can correct for an improper condition by
varying the essential variables. It is better though to have all
conditions as correct as possible.

ARC LENGTH

Arc length is very important for weld puddle control. Correct arc
length will cause the deposit to be neat of even ripple and of good
penetration.
Too long arc length will cause the deposit to coarse rippled and
flatter than normal with an increase in spatter. When welding a root
pass in an open root vee groove, the keyhole can grow too large and
loose of weld control can result.

Too short an arc will cause deposited to be narrow, uneven and

irregular rippled and with poor fusion. The arc length reduces the
voltage and increases the amperage slightly but the electrode may
stick to the work. When welding root passes, too short an arc length
often results n loss of the keyhole.
Date Document No. NTTA-TM1-01
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 Date Document No. NTTA-TM1-01
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 SELF – CHECK 1.1-1

(Essentials of Welding)

TRUE OR FALSE

Direction: Read each statement below carefully. Write TRUE if the

statement is correct and FALSE if the statement is not correct.

______ 1. Using a larger electrode diameter can cause melt –

through/ burn – through.

______ 2. Travelling too fast will make the bead face narrow with

pointing ripple.

______ 3. If the current is too low, the electrode melts too fast.

______ 4. Quality or sound weld is the result of correct current,

constant voltage, travel speed, electrode angle and correct electrode

size.

______ 5. In fillet weld, electrode angle is not necessary for preventing

undercut and under fill.

Date Document No. NTTA-TM1-01

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 ANSWER KEY 1.1 – 1

Essentials of Welding

1. TRUE

2. TRUE

3. FALSE

4. TRUE

5. FALSE

Date Document No. NTTA-TM1-01

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 INFORMATION SHEET NO. 1.1 -2

Welding Personal Protective Equipment (PPE)

After reading the Information Sheet, the trainee must be able to

identify the different personal protective equipment and
their uses.

The hazards in arc welding can endanger a welder’s life if

he/she is not wearing the proper protective clothing and equipment.
Here are some information on the suitable outfit that a welder must
wear while welding:

WELDING SHIELD/HELMET

Welding shield/helmet is used to protect the face and eyes from

the arc rays (Infrared Rays, Ultra Violet Rays) and heat and spatter
from the molten metal. The arc is viewed through a filter which
reduces the intensity of radiation but allows a safe amount of light to
pass for viewing the weld pool and end of the electrode.
The recommended minimum protective filter based on the
welding current to be used is shown in the table below:

Approximate Range
Filter Lens Number
Of Welding Current

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 Up to 100 8
100 - 200 10
200 - 300 11
300 - 400 12
Over 400 13
LEATHER JACKET

Leather jacket is made of chrome leather and prevents the entry

of sparks between the welder’s clothes and body.

LEATHER APRON

Leather apron is made of chrome leather and provides a welder

with complete protection from sparks and hot metal from his/her
chest to mid calf.

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LEATHER GLOVES

Gloves are made of chrome leather and protect the welder’s

hands from heat, spatter, and radiation.

LEATHER SPATS

Spats are made of chrome leather and protect the feet from
spatter.

Date Document No. NTTA-TM1-01

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 Date Document No. NTTA-TM1-01
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SAFETY GLASSES

Safety clear glasses are used to protect the eyes when chipping
slag and grinding.

WELDERS CAP

Welders cap is used to protect welder’s head from spatters in

out of position welding or in confined spaces.

WELDERS LEATHER BOOTS

Date Document No. NTTA-TM1-01
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 Welding Leather Boots is used to protect our feet from falling
spatter, sparks, and hot metals when welding overhead and confined
spaces.

FACE SHIELD

Face Shield must also be worn where required to protect eyes.

Welders must wear safety glasses and chippers and grinders often use
face shield in addition to safety glasses.

Date Document No. NTTA-TM1-01

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 SELF – CHECK 1.1-2

Welding Personal Protective Equipment (PPE)

MULTIPLE CHOICE: Choose the correct answer and write the

letter that correspond to your choice on the answer sheet
provided.

1. A safety gadget used to protect the face and eyes from the arc
rays, heat and spatter.
a. Welding gloves
b. Welding jacket
c. Safety shoes
d. Welding helmet/shield

2. The most serious danger from exposure to welding arc is,

a. X – rays
b. Beta – rays
c. Ultra Violet Rays
d. Sun rays

3. Protect the entry of falling hot slag and spatter.

a. Leggings
b. Welding gloves
c. Welding helmet
d. Clear glass

4. When welding at a current setting of 120 amperes, what is the

recommended filter lens number?
a. 8
b. 12
c. 10
d. 11

5. Safety gadget used to protect the eyes when chipping slag and
grinding.
a. Safety glasses
b. Leather spats
c. Leggings
d. Welding gloves

Date Document No. NTTA-TM1-01

Developed: Issued by:
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 ANSWER KEY 1.1 – 2

Welding Personal Protective Equipment (PPE)

1. d

2. c

3. a

4. c

5. a

Date Document No. NTTA-TM1-01

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 INFORMATION SHEET 1.1 -3

Identifying Weld Defects, Causes and Remedies

After reading the Information Sheet, the trainee must be able to:
1. Identify the different welding defects and causes; and
2. Know the causes and remedies for these defects.

As previously explained, weld quality can only be attained by

following the five essentials, as preconditions for welding. Without due
regard to these essentials, defects will occur. The most common
defects and corresponding causes and preventions are discussed
below.

A. POROSITY
CAUSES:
1. Short arc with exception of low hydrogen
2. Insufficient paddling
3. Impaired base metal
4. Poor Electrode
5. Improper Shield Coverage

REMEDIES:
1. Check Impurities in base metal
2. Allow sufficient paddling
3. Use proper current

B.POOR PENETRATION
CAUSES:
1. Speed too fast
2. Electrode too large
3. Current too low
4. Faulty penetration

REMEDIES:

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1. Use enough current to obtain desired penetration- weld slowly
2. Select electrodes according to welding groove size
3. Leave proper gap at bottom of weld

C.WARPING
CAUSES:
1. Shrinkage of weld metal
2. Faulty clamping of parts
3. Faulty preparation
4. Over heating at joint

REMEDIES:

1. Peen joint edges before welding

2. Weld more rapidly
3. Avoid excessive space between parts
4. Pre-form parts before welding
5. Use proper sequence
6. Clamp or tack parts properly – back up to cool
7. Adopt a proper welding procedure
8. Use high speed, moderate penetration process

D.UNDERCUTING
CAUSES:
1. Faulty Electrode or poor manipulation
2. Faulty Electrode use
3. Correct to high

REMEDIES;
1. Use a uniform weave in butt welding
2. Avoid using an overly large electrode
3. Avoid excessive weaving
4. Use moderate current weld slowly
E. CRACK WELDS
CAUSES:
1. Wrong electrode
2. Weld and parts sizes unbalanced
3. Faulty welds
4. Faulty preparation
5. Rigid joint

Date Document No. NTTA-TM1-01

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REMEDIES:

1. Design structure to eliminate rigid joints

2 Heat parts before welding
3. Avoid welds in string beads
4. Keep ends free to move as long as possible
5. Make sound welds of good fusion
6 Adjust weld size to parts size
7. Allow joints a proper and uniform gap
8 Work with amperage as low as possible

F.POOR APPEARANCE
CAUSES:
1. Faulty electrode
2. over hang
3. Improper use of electrode
4. Wrong arc voltage and current

REMEDIES:
1. Use a proper welding technique
2. Avoid over heating
3. Use a uniform weave
4. Avoid overly high current

Date Document No. NTTA-TM1-01

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G.POOR FUSION
Lack of fusion, also called cold lapping or cold shuts
CAUSES:
1. Wrong speed
2. Current improperly adjusted
3. Faulty preparation
4. Improper electrode size

REMEDIES:
1. Adjust electrode to match joint
2. Weave must be sufficient o melt sides of joint
3. Select proper current and voltage
4. Keep weld metal from flowing away from plates

H. SPATTER
CAUSES:
1. Arc blow
2. Current too high
3. Arc too long
4. Faulty electrode

REMEDIES:
1. Clean parts in weld area
2. Adjust current
3. Adjust voltage
4. Pick suitable electrode

Date Document No. NTTA-TM1-01

Developed: Issued by:
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 SELF – CHECK 1.1-3

Identifying Weld Defects, Causes and Remedies

MULTIPLE CHOICE: Choose the correct answer and write the

letter that correspond to your choice on the answer sheet
provided.

1. When electrode coating absorbs moisture, what will be the effect

to the weld bead?
a. poor penetration
b. porosities
c. excessive penetration
d. undercut

2. Incomplete sidewall fusion is normally found between

a. weld and base metal
b. HAZ and base metal
c. root joint
d. cover pass and filling pass

3. Welding distortion, warp and stresses are cause by

a. weaving technique
b. intermittent welding
c. high temperature heat
d. backstop welding

4. The most common cause of undercut in a weld is too

a. low a current
b. high an arc
c. short an arc
d. high a current

5. Which of the following weld defects DOES NOT have any tolerance
for acceptance?
a. crack
b. porosity
c. slag inclusion
d. undercut

Date Document No. NTTA-TM1-01

Developed: Issued by:
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 ANSWER KEY 1.1 –3

Identifying Weld Defects, Causes and Remedies

1. b

2. a

3. c

4. d

5. a

INFORMATION SHEET 1.1 -4

Welding Procedure Specification (WPS)

Date Document No. NTTA-TM1-01
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After reading the Information Sheet, the trainee must be able to:
1. Identify welding procedure specification:
2. Interpret welding procedures specification.

A Welding Procedure Specification (WPS) is a formal

document describing welding procedures. The purpose of the
document is to guide welders to the accepted procedures so that
repeatable and trusted welding techniques are used. A WPS is
developed for each material alloy and for each welding type used.
Specific codes and/or engineering societies are often the driving force
behind the development of a company's WPS. A WPS is supported by a
Procedure Qualification Record (PQR or WPQR). A PQR is a record of a
test weld performed and tested (more rigorously) to ensure that the
procedure will produce a good weld. Individual welders are certified
with a qualification test documented in a Welder Qualification Test
Record (WQTR) that shows they have the understanding and
demonstrated ability to work within the specified WPS.

The following are definitions for WPS and PQR found in various
codes and standards:
According to the American Welding Society (AWS), a WPS
provides in detail the required welding variables for specific
application to assure repeatability by properly trained welders. The
AWS defines welding PQR as a record of welding variables used to
produce an acceptable test weldment and the results of tests
conducted on the weldment to qualify a Welding Procedure
Specification.

The American Society of Mechanical Engineers (ASME) similarly

defines a WPS as a written document that provides direction to the
welder or welding operator for making production welds in accordance
with Code requirements. ASME also defines welding PQR as a record
of variables recorded during the welding of the test coupon. The record
also contains the test results of the tested specimens.

In Europe, the European Committee for Standardization (CEN)

has adopted the ISO standards on welding procedure qualification
(ISO 15607 to ISO 15614) and on welder qualification (ISO 9606), with
the exception of qualification for steel welders, where a new version of
the old European EN 287-1 standard still applies. EN ISO 15706
defines a WPS as "A document that has been qualified by one of the
methods described in clause 6 and provides the required variables of
the welding procedure to ensure repeatability during production
welding". The same standard defines a Welding Procedure
Date Document No. NTTA-TM1-01
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Qualification Record (WPQR) as "Record comprising all necessary
data needed for qualification of a preliminary welding procedure
specification ".In addition to the standard WPS qualification procedure
specified in ISO 15614, the ISO 156xx series of standards provides
also for alternative WPS approval methods. These include: Tested
welding consumables (ISO 15610), Previous welding experience
(ISO 15611), Standard welding procedure (ISO 15612) and
Preproduction welding test (ISO 15613).

In the oil and gas pipeline sector, the American Petroleum Institute API 1104
standard is used almost exclusively worldwide. API 1104 accepts the definitions of
the American Welding Society code AWS A3.

Welding Procedure Specification:- (Example FORM)

Weld Procedure Number 30 P1 TIG 01 Issue A
Qualifying Welding Procedure
WP T17/A
(WPAR)

Method Of Machine
Preparation  and
 Manufacturer: National Fabs Ltd and Cleaning: Degrease
25 Lane End
Parent Metal Grade 304L
Birkenshaw
Specification: Stainless
Leeds
Steel
   
Parent Metal 3 to 8mm
 Location:  Workshop
Thickness  Wall
Pipe Outside 25 to
 Welding
Manual TIG Diameter  100mm
Process:
Welding All
Single Sided Butt
 Joint Type: Position: Positions 
Weld
Welding
Upwards
Progression:

Joint Design Welding Sequences

Date Document No. NTTA-TM1-01

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 Date Document No. NTTA-TM1-01
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 Welding Consumables:- Production
 Type, Designation Trade  BS 2901 Part 2 : Sequence
Name: 308S92  
 Any Special Baking or Drying:  No 1. Clean
 Gas Flux:  Argon 99.99% Purity weld and
 Gas Flow Rate - Shield:  8 - 12 LPM 25mm
                         - Backing:  5 LPM borders
 Tungsten Electrode Type/  2% Thoriated 2.4mm to bright
Size: Dia. metal
 Details of Back  Gas Backing using
Gouging/Backing:  5°C Min approved
 Preheat Temperature:  200°C Max solvent.
 Interpass temperature:  Not Required 2. Position
 Post Weld Heat Treatment   items to
 Time, temperature, method: be welded
 Heating and Cooling Rates*: ensuring
  good fit
up and
apply
purge
3. Tack
weld
parts
together
using
TIG,
tacks to
at least
5mm min
length
4. Deposit
root run
using
1.2mm
dia. wire.
5. Inspect
root run
internally
6. Complete
weld
using
1.6mm
dia. wire
using
stringer
Date Document No. NTTA-TM1-01
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Trainers July 2010 required.
Methodology Date Revised:
Level I February NTTA 7. 100%
Page 50 of 250
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Developed
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inspectio
NTTA Revision # 01 n of
complete
d weld
 Date Document No. NTTA-TM1-01
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 SELF – CHECK 1.1 – 4
Welding Procedure Specification (WPS)

Test I – IDENTIFY THE FOLLOWING:

1. ASME

2. AWS

3. API 1104

4. ISO 15612

5. ISO 15613

Test II – ESSAY (5pts.)

1. What is WPS?

Date Document No. NTTA-TM1-01

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 ANSWER KEY 1.1 -4

Welding Procedure Specifications

Test I:

1. Welding Procedure Specification

2. American Welding Society

3. American Petroleum Institute 1104 - oil and gas pipeline sector

4. Tested welding consumables

5. Standard welding procedure

Test II

1. A Welding Procedure Specification (WPS) is a formal document

describing welding procedures. The purpose of the document is to

guide welders to the accepted procedures so that repeatable and

trusted welding techniques are used.

Information Sheet No. 1.1-5

International Welding Codes and Standard
After reading the Information Sheet, the trainee must be able to:

Date Document No. NTTA-TM1-01

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 1. Identify international welding codes and standards; and
2. Interpret/apply international welding codes and
standards.

Welder Qualifications
This information sheet is designed to give you a broad overview
of the specifications, codes and standards that are widely used in
welded fabrication, construction and maintenance work.
The begins with definition of codes, standards, specifications
and related terms. Another section deals with the advantages
associated with the standardization. In addition, the module identifies
various agencies and societies that sets codes and standards. The
module then moves on to the identification and study of
specifications, codes and standards that govern welding in relation to:
 structural steel,
 boilers and pressure vessels,
 piping systems,
 pipelines and transmission system and
 storage tanks

Before a welder can begin working on any job covered by a

welding code or specification be must become a certified under the
code that applies. Many different codes are in use today and it is
exceeding important that the specific code is referred to when taking
qualifications test. In general the following type of work is covered by
codes pressure piping, high way and rail ways bridges, public
buildings tanks and containers that will hold flammable or explosive,
materials cross country pipe line aircraft ordinance.
Certification is obtained differently under the various codes
certification under one code will not necessarily qualify a welder under
a different code. In most cases certification for one employer will not
allow the welder to work for another employer .Also the welder uses a
different process or if the procedure adhere drastically re- certification
is not required providing the work performed meets the quality
requirement. An exception is the air craft code which requires re-
qualification every six months.
Qualification test may be begin by responsible manufacturers or
contractors. On pressure vessel work the welding procedure must also
be qualified and this must be done before the welders can be qualified.
Under these codes, this is not necessary. To become qualified and the

Date Document No. NTTA-TM1-01

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welder must make specified welds using the required process, base
metal ,thickness, electrode, type position and joint design .Test
specimen must be made according to standardize size sand under
observation of a qualified person .In most cases government
specifications a inspector must witness the making of welding
specimen must be properly identified prepared for testing. The most
common test is the guided bead test, however in some cases x-ray
examinations, fracture test or in order test are employed satisfactory
completion of test specimen and providing that they meet acceptability
standards will qualify the welder for specific for the specific types of
welding. The welding that will be allowed again depends on the
particular code. In general however the range of thickness may be
welded less difficult positions may be employed and steels of fewer
alloys are usually included.
Qualifications of welder is an extremely technical subject and
cannot be covered .It is recommended that the code be obtained and
studied prior to taking any test.
Terms Used In This Section:
 Codes – documents that govern and guide welding and
other activities. Codes generally use the word shall to
indicate the mandatory use of certain types of materials,
methods and procedures.
 Standards – Documents that govern and guide welding
and other activities. Standards generally describe the
requirements for materials, process, products, systems or
services rendered. Standards often specify the procedures,
methods, equipments and tests that determine if
standards requirements have been met. Standards can be
in the form of codes, specifications, classifications and
guides.
 Specifications – Are similar to codes excepts that
specifications mainly provide requirements for products
rather than processes.

Purpose:

The purpose of Codes, Standards and specifications is to secure

that safe and reliable products are produced and that those persons
working around welded structures and equipment are not exposed to
undue danger or hazard to their health.
Date Document No. NTTA-TM1-01
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Welding Specifications:
 G – GROOVE
 F – FILLET
PLATE
 1 – FLAT POSITION
 2 – HORIZONTAL POSITION
 3 – VERTICAL POSTION
 4 – OVER – HEAD POSITION

PIPE
 1 – MOVABLE PIPE POSITION
 2 – FIXED / MOVABLE VERTICAL PIPE POSITION
 5 – FIXED HORIZONTAL PIPE POSITION
 6 – FIXED 45 DEGREE PIPE POSITION

1. 2G – MEANS PIPE GROOVE, FIXED / MOVABLE VERTICAL

PIPE POSITION
2. 5G - MEANS PIPE GROOVE, FIXED HORIZONTAL PIPE
POSITION
3. 6G - MEANS PIPE GROOVE FIXED 45 DEGREE PIPE POSITION

SELF – CHECK 1.1 – 5

International Welding Codes and Standard

MATCHING TYPE: Match column A to column B. Write only the letter

on your answer sheet.

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 56 of 250
2012
Templates Developed
by:
NTTA Revision # 01
 Column A Column B

___ 1. Means Pipe Groove, A. 1F Plate

Fixed Horizontal Pipe Position
B. 6G Pipe
___ 2. Groove Weld Horizontal
Position Plate C. 2G Pipe

___ 3. Movable Pipe Position D. 1G Pipe

___ 4. Means Pipe Groove, Fixed E. 4G Plate

/ Movable Vertical Pipe
F. 2G Plate
Position
G. 5G Pipe
___ 5. Means Pipe Groove Fixed
45
Degree Pipe Position

___ 6. Groove Weld Over – Head

Position Plate

___ 7. Fillet Weld Flat Position

Plate

ANSWER KEY 1.1 – 5

International welding codes and standards

Date Document No. NTTA-TM1-01
Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 57 of 250
2012
Templates Developed
by:
NTTA Revision # 01
1. G

2. F

3. D

4. C

5. B

6. E

7. A

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 58 of 250
2012
Templates Developed
by:
NTTA Revision # 01
 Information Sheet no. 1.1 – 6
Weld Profiles

After reading the Information Sheet and viewing of Good and Bad
welds indicators video, the trainee must be able to:

1. Different Weld Profiles; and

3. Identify Good and Bad Welds.

Different Weld Profiles

A                         B                             C

A) Amperage correct (GOOD)
B) Amperage too low (BAD)
C)  Amperage too high (BAD)

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 59 of 250
2012
Templates Developed
by:
NTTA Revision # 01
 Indicators of Good Weld Indicators of Bad Weld
1. Proper Current/ 1. Welding Current too high
voltage/speed 2. Arc too long/ voltage high
2. Nice Convex 3. Excessive filling up of
3. Straight line/ edge weld metal
4. Smooth weld bead 4. over lapping bead
5. Uniform weave/Ripples 5. Bead very irregular
6. An efficient Weld 6. Irregular deposit
7. Excellent Weld 7. Weld not properly
8. No Defects 8. Welding speed too fast
9. Good Penetration 9. Welding speed too slow
10. No Spatter 10. Poor Penetration
11. Poor weld Appearance
12. No bead
13. War page metal
14. Distortion of metal
15. Warping of metal
16. Crack Welds
17. Weld Streets
18. Shrinkage metal
19. Poor internal fusion weld
20. Brittle Welds
21. Magnetic Blow
22. Pinholes
23. Cold laps
24. Concavity

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 60 of 250
2012
Templates Developed
by:
NTTA Revision # 01
 SELF – CHECK 1.1 – 6
Weld Profiles

MATCHING TYPE: Match indicators in column A to its results in

column B. Write only the letter on your answer sheet.

Column A Column B

____ 1. Voltage High A. Wet Electrode

B. Arc Length Too Long

____ 2. High Current
C. Spatter

____ 3. Arc Strike D. Low Current

_____ 4. Slag Inclusion E. Failure To Clean The

Weld

F. Improper Starting Of
_____ 5. Porosity Arc

G. Undercut

_____ 6. Arc Blow

_____ 7. Poor Penetration

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 61 of 250
2012
Templates Developed
by:
NTTA Revision # 01
 ANSWER KEY 1.1 – 6

Weld Profiles

1. B

2. G

3. F

4. E

5. A

6. C

7. D

Job Sheet No. 1.1.7a

Welding Technique and Procedure

Title: Perform Root Pass

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 62 of 250
2012
Templates Developed
by:
NTTA Revision # 01
Performance Objectives: Perform root pass in a multiple pass
groove weld in
Flat position (1G)

Supplies and Materials: 2 pcs. Flat bar 10mmx60mmx150mm

MS
2 pcs. Welding Electrode E6011/E6010
#3.2mm

Tools and Equipment: Welding Machine w/ complete accessories

Automatic cutting machine
Chipping hammer
Steel brush
Welding gloves
Welding jacket
Welding helmet
Steps:
1. Proceed to the Workstation at the SMAW Practical Work Area
2. Prepare the edge of the two(2) plates, with a bevel angle of 30
degrees and 2mm root face.
3. Wear suitable protective clothing to avoid burns and radiation
4. Set the welding machine;
Current setting:3.2mm, E6013: 90 – 120 amperes
5. Put the plates on the welding table in flat position and make
sure that
the root gap is 3.2mm.
6. Position the plates;
Clamp the plates in the positioner in a flat position.
7. Position yourself comfortably with the electrode grip to the
holder.
8. Strike the arc and hold the electrode at 90 degrees work angle
and
75 – 80 degrees travel.
9. Maintain a short arc.
10. Move the electrode using a whipping motion and maintain a
keyhole
Until you reach the other end of the plates.
11.Clean and check your work based on the Performance Criteria
Checklist.
12. After doing the task, present your work to your Trainer for
evaluation.

Assessment Method:

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 63 of 250
2012
Templates Developed
by:
NTTA Revision # 01
Performance Test and Evaluation of finished output

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 64 of 250
2012
Templates Developed
by:
NTTA Revision # 01
 Performance Criteria Checklist
Job Sheet 1.1-7

Welding Technique and Procedure

Trainees Name ______________________________ Date: _________

CRITERIA YES NO
Root pass is performed in accordance with WPS
and/or client specifications or as specified by
welding codes and standards on:

 concavity
 convexity
 undercut
 excess penetration
 lack of fusion
 cracks
 burn – through
Task is performed using PPE

Weld is visually checked for defects and repaired, as

required
Weld is visually acceptable in accordance with
applicable codes and standards

______________________________
_____________________________
WILMER J. DIRECTO,Trainer
Date

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 65 of 250
2012
Templates Developed
by:
NTTA Revision # 01
 Terms and Definitions
1) base metal – the metal that is to be worked or welded
2)weld bead – a deposit of filler metal from a single welding pass
3)weld defect– an irregularity that spoils the weld appearance or
impairs the effectiveness of the weld or weldment by
causing weakness or failure
4) weld line – the junction of weld metal and the base metal, or
the junction of base metal parts when filler metal is
not used
5) weldment – an assembly or structure whose component parts are
joined
by welding
6) welding – joining two metals by applying heat to melt and fuse
them, with or without filler metal
7) welding electrode – the current-carrying rod used to strike an arc
between rod and metal
8) welding rod – filler metal in the form of a rod or heavy wire
9) welding torch –a gas mixing and burning tool for the welding of
metal
10) undercut – is a groove at the toe ( or at the root) of a weld run due
on welding.
11) slag inclusion – these are caused by slag trapped in the weld
metal.
12) incomplete penetration – failure of weldment to extend into the
root of the joint
to provide full throat depth.
13) porosity – is entrapped gas cavities formed during solidification
of the weld
14) cracks – are fractured that displace an opening or a split in the
weld or
base metal.
15) Codes – documents that govern and guide welding and other
activities.
Codes generally use the word shall to indicate the
mandatory use
of certain types of materials, methods and
procedures.
16) Standards – Documents that govern and guide welding and other
activities. Standards generally describe the
requirements for
materials, process, products, systems or services
rendered.

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 66 of 250
2012
Templates Developed
by:
NTTA Revision # 01
17) Specifications – Are similar to codes excepts that specifications
mainly
provide requirements for products rather than
processes.
18) Welding Procedure Specification (WPS) - is a formal document
describing welding procedures. The purpose of the
document is to
guide welders to the accepted procedures so that
repeatable
and trusted welding techniques are used.
19) welding helmet – is used to protect the face and eyes from the arc
rays, heat and
spatter.
20) welding gloves – are made of chrome leather to protect welder’s
hands from heat
spatter and radiation.
21) safety clear glasses – are used to protect the eyes when chipping
slag
and grinding
22) chipping hammer – is used to chip off slag from the weld. it is
also used to
removed the spatter from the weld and base metal.

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 67 of 250
2012
Templates Developed
by:
NTTA Revision # 01
SAMPLE COMPETENCY ASSESSMENT TOOL
Evidence Plan

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 68 of 250
2012
Templates Developed
by:
NTTA Revision # 01
Competency
SMAW NC II
Standards:
Unit of Competency WELD CARBON STEEL PLATE USING SMAW
Ways in which evidence will be collected:

Demonstration with Questioning

I[tick the column]

Written Test

Portfolio
The evidence must show that the candidate…

 Selects and use hand tools appropriate to the job* X X

 Identifies different welding defects* X X

 Performs root pass in accordance with WPS and safety X

procedures.*

 Applies housekeeping and 5S procedures and safety X X

practices in the workplaces.

 Rectifies different welding defects X X

 Tests are performed and results are analysed* X

 Interprets drawing, plan, and WPS* X X

 Safe handling of equipments are demonstrated according X

to standard operating procedures*

 Identifies welding equipments according to their purpose X X

and functions

 Selects and uses materials relevant to the activity X

NOTE: *Critical aspects of competency

Prepared by: Wilmer J. Directo Date: May 2016

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 69 of 250
2012
Templates Developed
by:
NTTA Revision # 01
Checked by: Date:

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 70 of 250
2012
Templates Developed
by:
NTTA Revision # 01
 TABLE OF SPECIFICATION

  # of
Objectives/Content
Knowledge Comprehension Application items/
area/Topics
% of test

TOTAL

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 71 of 250
2012
Templates Developed
by:
NTTA Revision # 01
Performance Test

Specific Instruction for the Candidate

Qualification

Unit of Competency

General Instruction:

Specific Instruction:

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 72 of 250
2012
Templates Developed
by:
NTTA Revision # 01
 Date Document No. NTTA-TM1-01
Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 73 of 250
2012
Templates Developed
by:
NTTA Revision # 01
QUESTIONING TOOL

Satisfactor
Questions to probe the candidate’s underpinning y response
knowledge
Yes No
Extension/Reflection Questions
1. What would you do if the welding machine switch you are
using is not functioning?  

2. What will happen/effect to the weld if you are using a

AC/DC rather than a transformer type ?  

3. Can you use other equipment in welding?  

4. What would you do if the portable disc grinder experienced
abnormal RPM?  
Safety Questions
5. What precautions must you take when you are going to use  
a portable disc grinder?
6. What safety PPE should you use when you are going to weld  
in a confined space?
7. Why you should not lay the portable disc grinder down  
during operation?
8. What would you do if you are welding in a wet area?  
9.How do you avoid accidents in using power hacksaw?  
Contingency Questions
10. What would you do to avoid getting hurt by the flying  
spatter and spark while welding?
11. What would you do if during welding, the welding machine  
emitted smoke?
Infrequent Events  
12. What steps would you take if the disk of the portable  
grinder breaks during operation?
13. When using the portable grinder and always getting hot,  
what action would you take?
Rules and Regulations  

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 74 of 250
2012
Templates Developed
by:
NTTA Revision # 01
14. What are the regulations in respect of proper disposal of  
grinding dust?
15. What are the specified procedures or steps to operate a  
AC/DC Transformer – Rectifier type welding machine?
 Not
The candidate’s underpinning  Satisfact
Satisfactory
knowledge was: ory
Feedback to candidate

General comments [Strengths / Improvements needed]

Candidate signature: Date:

Assessor signature: Date:

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 75 of 250
2012
Templates Developed
by:
NTTA Revision # 01
 MODEL ANSWERS

1. Checked the switch and repair if possible and when damage replace

it with new one.

2. If possible, it is better to use AC/DC welding machine.

3. Yes

4. Check the rpm of the equipment and red the manual.

5. Hold the grinder extra firm to prevent it from being thrown.

6. Use PPE and gas mask if available.

7. Always lay the portable disc grinder down when using and always

position it on the tool rest.

8. Use a try pad wooden stand.

9. Always implement PPE.

10. Always implement PPE.

11. Switch off the equipment and report to superior.

12. Switch off the machine and report it to the trainer.

13. Stop using the equipment and refer it to your instructor.

14. Recycling

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 76 of 250
2012
Templates Developed
by:
NTTA Revision # 01
15. Refer to the manufacturer’s manual or service manual of the

equipment.

Prepared by:

Wilmer J. Directo
Trainer

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 77 of 250
2012
Templates Developed
by:
NTTA Revision # 01
Supervise
Work-
Based
Learning

Date Document No. NTTA-TM1-01

Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 78 of 250
2012
Templates Developed
by:
NTTA Revision # 01
 Date Document No. NTTA-TM1-01
Developed: Issued by:
Trainers July 2010
Methodology Date Revised:
Level I February NTTA Page 79 of 250
2012
Templates Developed
by:
NTTA Revision # 01
 TRAINING PLAN
Qualification: SHIELDED METAL ARC WELDING NC II
Date
Trainees’ Training Training Mode of Facilities/Tools Assessment
Staff Venue and
Requirements Activity/Task Training and Equipment Method
Time
WELD CARBON
STEEL PLATES AC/DC Welding
AND PIPES machine, portable
1. Perform root pass School – Oral October
grinder, power
Based/ Interview, 03,
WELDING Trainer hacksaw, welding LMMSAT
2. Clean root pass Direct 2011 to
CARBON STEEL In School gloves, welding - TESDA
Observation,
3. Weld subsequent/ PLATES AND helmet, welding October
PIPES jacket, chipping Practical 28,
filling passes
hammer, ballpeen Demonstrati 2011
4. Perform capping hammer, steel on
plates, steel pipes,
welding table w/
positioner

Technical Education and Skills Development Authority

LUCIANO MILLAN MEMORIAL SCHOOL OF ARTS AND TRADES
Asingan, Pangasinan,

Date Developed: Document No. NTTA-TM1-01

Trainers Methodology Level July 2010 Issued by:
I Date Revised:
February 2012 Page 80 of 250
Developed by: NTTA
Templates NTTA
Revision # 01
 TRAINEE’S RECORD BOOK

I.D.

Trainee’s No._______________

NAME: ______________________________________
QUALIFICATION: ______________________________
TRAINING DURATION :_ 268 hours _____

TRAINER: WILMER J. DIRECTO

Technical Education and Skills Development Authority
LUCIANO MILLAN MEMORIAL SCHOOL OF ARTS AND TRADES
Asingan, Pangasinan

Instructions:
This Trainee Record Book (TRB) is intended to serve as a record of all the accomplishment/ activities of the
trainee while undergoing training in the center. It will eventually become an evidence that can be submitted as
basis for certification. It is therefore important that all its contents are validly inscribed by the TVET trainer.

Date Developed: Document No. NTTA-TM1-01

Trainers Methodology Level July 2010 Issued by:
I Date Revised:
February 2012 Page 81 of 250
Developed by: NTTA
Templates NTTA
Revision # 01
 The Trainee Record Book already contains the competencies in Technology. All the Trainer has to do is fill
in the column “Task Assigned” and “Date Accomplished” with activities in accordance with the training program
to be taken up in the Training Center/ School and with the guidance of the Supervisor. The Trainer will likewise
indicate his/her remarks in the “Supervisor’s Remark” column regarding the outcome of the task accomplished by
the trainee. Be sure that the trainer personally accomplished the task and confirmed by the Supervisor.
It is equal importance that the contents should be written legibly (printed in ball pen or type written. Avoid
any corrections and ensures and maintain the cleanliness of this record book.

Thank you and Good Luck!

Technical Education and Skills Development Authority
LUCIANO MILLAN MEMORIAL SCHOOL OF ARTS AND TRADES
Asingan, Pangasinan

INSTRUCTOR NOTES

__________________ Wilmer J. Directo

Trainee Signature Trainer’s Signature

Date Developed: Document No. NTTA-TM1-01

Trainers Methodology Level July 2010 Issued by:
I Date Revised:
February 2012 Page 82 of 250
Developed by: NTTA
Templates NTTA
Revision # 01
Unit of Weld Carbon Steel Plates Using SMAW
Competency:
NC Level I
Learning Task/Activi Date Instructo
Outcome ty Required Accomplish rs
ed Remarks
 1.Weld Weld
carbon steel carbon
plates in flat steel plates
position
(1G)requireme
nts

__________________ ___________________
Trainee’s Signature Trainer’s Signature

Date Developed: Document No. NTTA-TM1-01

Trainers Methodology Level July 2010 Issued by:
I Date Revised:
February 2012 Page 83 of 250
Developed by: NTTA
Templates NTTA
Revision # 01
 Unit of Weld Carbon Steel Plates Using SMAW
NC Level I Competency:

Learning Task/Activity Date Instructors

Outcome Required Accomplished Remarks
2. Weld Weld carbon Learni Task/Activity Date Instructors
Carbon steel plates ng Required Accomplished Remarks
Steel Outcome
Plates in 3. Weld Weld carbon
Horizontal Carbon steel plates
Position Steel
(2G) Plates in
Vertical
Position
________________ ___________________ (3G)
Trainee’s Signature Trainer’s Signature

NC Level I

Date Developed: Document No. NTTA-TM1-01

Trainers Methodology Level July 2010 Issued by:
I Date Revised:
February 2012 Page 84 of 250
Developed by: NTTA
Templates NTTA
Revision # 01
__________________ ___________________
Trainee’s Signature Trainer’s Signature

Unit of Weld Carbon Steel PIPES Using

Competency: SMAW
NC Level I
Learnin Task/Activity Date Instructors
g Required Accomplished Remarks
Outcome
4. Weld Weld carbon
Carbon steel plates __________________ ___________________
Steel
Plates in Trainee’s Signature Trainer’s Signature
Overhead
Position
(4G)

NC Level II

Learning Task/Activity Date Instructors

Outcome Required Accomplished Remarks
Weld Weld carbon
Carbon steel pipe
Steel Pipe
Date Developed:
in Document No. NTTA-TM1-01
Trainers Methodology Level July 2010 Issued by:
I Date Revised: Horizontal
February 2012 Page 85 of 250
Position NTTA
Developed by:
Templates NTTA (2G)
Revision # 01
__________________ ___________________
Trainee’s Signature Trainer’s Signature

Unit of Weld Carbon Steel PIPES Using SMAW

Competency:
NC Level II
Learning Task/Activit Date Instructor
Outcome y Required Accomplishe s Remarks
d
Weld Weld carbon
Carbon steel pipe
Steel Pipe
in Fixed
Pipe
Horizonta
l Position
(5G)

__________________ ___________________
Trainee’s Signature Trainer’s Signature

Date Developed: Document No. NTTA-TM1-01

Trainers Methodology Level July 2010 Issued by:
I Date Revised:
February 2012 Page 86 of 250
Developed by: NTTA
Templates NTTA
Revision # 01
Unit of Weld Carbon Steel PIPES Using SMAW
Competency:
NC Level II
Learni Task/Activity Date Instructors
ng Required Accomplished Remarks
Outcome
Weld Weld carbon
Carbon steel pipe
Steel
Pipe in
Fixed,
Pipe
Inclined
at 45
Position
(6G)

__________________ ___________________
Trainee’s Signature Trainer’s Signature

Date Developed: Document No. NTTA-TM1-01

Trainers Methodology Level July 2010 Issued by:
I Date Revised:
February 2012 Page 87 of 250
Developed by: NTTA
Templates NTTA
Revision # 01
 Date Developed: Document No. NTTA-TM1-01
Trainers Methodology Level July 2010 Issued by:
I Date Revised:
February 2012 Page 88 of 250
Developed by: NTTA
Templates NTTA
Revision # 01
 TRAINEE’S PROGRESS SHEET

Name : ELLANA, RYAN J. Trainer :

SHIELDED METAL ARC Nominal
Qualification : :
WELDING NC II Duration
Training Training Date Date Trainee’s
Units of Competency Rating Supervisor’s Initi
Activity Duration Started Finished Initial

Total
Note: The trainee and the supervisor must have a copy of this form. The column for rating maybe used either by giving a
numerical rating or simply indicating competent or not yet competent. For purposes of analysis, you may require industry
supervisors to give a numerical rating for the performance of your trainees. Please take note however that in TESDA, we do not
use numerical ratings
PROGRAM EVALUATION WORKSHEET

RATER A
PREPARATION Poor/ Fair/ Good Very Outsta
Unsat Satisf / Good nding
isfact actory Adequ / Very
ory ate Satisf
actory
2
4 5
1 3
1. Workshop layout x
conforms with the
components of a
CBT workshop
2. Number of CBLM is x
sufficient
3. Objectives of every x
training session is
well explained
4. Expected x
activities/outputs are
clarified

RATER B

PREPARATION Poor/ Fair/ Good Very Outsta

Unsat Satisf / Good nding
isfact actory Adequ / Very
ory ate Satisf
actory
2
4 5
1 3
1. Workshop layout x
conforms with the
components of a
CBT workshop
2. Number of CBLM is x
sufficient
3. Objectives of every x
training session is
well explained
4. Expected x
activities/outputs are
clarified
RATER C

PREPARATION Poor/ Fair/ Good/ Very Outsta

Unsat Satisf Adequ Good n-ding
is- ac- ate /
factor tory Very
y Satisf
ac- 5
2 tory
3
1
4
1. Workshop layout x
conforms with the
components of a
CBT workshop
2. Number of CBLM is x
sufficient
3. Objectives of every x
training session is
well explained
4. Expected x
activities/outputs
are clarified

Average Ratings

PREPARATION Average
1. Workshop layout
conforms with the
components of a
CBT workshop
2. Number of CBLM is
sufficient
3. Objectives of every
training session is
well explained
4. Expected
activities/outputs are
clarified
 Average Ratings

Range:

0.00 - 1.49 = Poor/Unsatisfactory

1.50 - 2.49 = Fair/ Adequate

2.50 - 3.49 = Good/Satisfactory

3.50 - 4.49 = Very Good/Very Satisfactory

4.50 - 5.0 = Outstanding

General
Interpretation:_________________________________________________
_

_______________________________________________________________
______

_______________________________________________________________
______

_______________________________________________________________
______

Recommendation:
______________________________________________________

_______________________________________________________________
______
_______________________________________________________________
______

_______________________________________________________________
______
 Facilitate Learning Session

Training Activity Matrix

Facilities/To Venue
Date &
Training Activity Trainee ols and Remarks
(Workstatio Time
Equipment
n/ Area)
Prayer    
   
Recap of Activities  
8:00
All AM to
Unfreezing
trainee   8:30  
Activities
s    AM
Feedback of
     
Training
         
Rejoinder/Motivati
       
on
(Specific Activities (List down all Name of observation
of each Trainee for Facilities/Too Workstation   s on the
the day here)   ls and 1   progress of
Equipment each
needed for trainee for
the the day will
workstation be written
 and activities here
(Specific Activities (List down all
observation
of each Trainee   Facilities/Too   s on the
here) ls and
progress of
    Equipment Name of   each
needed for Workstation
      trainee for
the 2
the day will
workstation
      be written
and activities
here
here)
(List down all
observation
Facilities/Too
s on the
ls and
progress of
(Specific Activities Equipment Name of
each
of each Trainee for   needed for Workstation  
trainee for
the day here) the 3
the day will
workstation
be written
and activities
here
here)
(List down all
observation
Facilities/Too
s on the
ls and
progress of
(Specific Activities Equipment Name of
each
of each Trainee for   needed for Workstation  
trainee for
the day here) the 4
the day will
workstation
be written
and activities
here
here)
Minutes of the Meeting Template

Minutes of the Meeting

Focus Group Discussion

Date: ________________________
Agenda:
Competency-based Training Delivery
Present:
1. ____________
2. ____________
3. ____________
4. ____________

CBT Concerns Discussions Resolutions/Agreement

1. CBT Layout
2. Monitoring of
Attendance
3. Utilization of work
area
4. Orientation
a. CBT
b. Roles
c. TR
d. CBLM
e. Facilities
f. Evaluation system
5. RPL

6. Teaching methods
and technique
7. Monitoring of
learning activities
a. Achievement
chart
 b. Progress chart
8. Feedback
9. Slow learners
10. Other
concerns

Training Evaluation Report

1. Title of the Report

2. Executive summary

3. Rationale

4. Objectives

5. Methodology

6. Results and discussion

This is the body of the report. It should contain the following
parts:
Data interpretation
Data analysis
Conclusion

7. Recommendation
Maintain Training Facilities
TEMPLATE # 1
HOUSEKEEPING SCHEDULE
Qualifica Station/B
FBS NCII Bar
tion ldg
Area/Sec
FBS Laboratory
tion
In- WILHELMINA V.
Charge LIBANAN
Schedule for the 2nd Semester,
2016
Dai Ev Wee Eve Mo Rem
Respons
ly ery kly ry nth arks
ACTIVITIES ible
ot 15th ly
Person
her Day
Da
y
1. Clean and X
check food and
beverage
service
equipment/ Trainees
accessories /
from dust and Trainer
oil; dry and
properly laid-
out/
secured/stable
2. Clean and free X
tools and Trainees
equipment from /
dust/rust Trainer
/chips/stain
3. Clean and Trainees X
arrange /
working tables Trainer
according to
floor plan/lay-
out; check
stability
4. Clean and Trainees X
check floor, /
walls, windows, Trainer
ceilings
•graffiti/dust/r
ust
• cobwebs and
outdated/un
necessary
 objects/item
s
• obstructions
• any used
materials/scr
aps (slugs,
stubs) spilled
liquid
• open cracks
(floor)
5. Clean and Trainees X
check work /
shop Trainer
ventilation and
illumination by
dusting
lamps/bulbs,
replacing non-
functional
lamps and
keeping
exhaust clean
6. Clean knobs, Trainees X
handles, oven /
doors and Trainer
areas around
burners
7. Clean most Trainees X
cooking several /
times a day to Trainer
remove grease
and food
particles.

8. Clean, check X
and maintain
Tool Room Trainees
• Free of dust, /
not damp Trainer
• Tools in
appropriate
positions/loc
ations
• With visible
labels/signag
e
• Logbook and
forms are
complete, in
 order and
updated
• Lights,
ventilation –
OK
10. Clean and Trainees X
check Rest /
Room Trainer
• Urinals,
bowls, wash
basins, walls
and
partitions are
free from
stains, dirt,
oils, graffiti
and
unnecessary
objects;
• Ceilings free
from
cobwebs and
dangling
items
• Floor is kept
dry; no
broken tiles
or protruding
objects
• Equipped
with dipper
and pails;
properly
located after
use
• Water
systems is
functional:
no
dripping/da
maged
faucets or
pipes
• Drainage
system is
working, no
water-
clogged areas
• No offensive
 odor
• Lights
/Ventilation
– OK
9. Clean and Trainees X
check wash /
area: Trainer
•

Walls/Floors
- –free from
oils, molds,
broken tiles,
gums, stains
or graffiti
• Drainage
system is
functional
• Water system
functional;
no dripping
faucets or
leaking pipes
• Free from
unnecessary
objects
(mops, rags)
10. Clean and Trainees X
maintain work /
shop Trainer
surroundings
by sweeping/
removing fallen
leaves,
branches,
debris and
other refuse,
impounded
water, clearing
pathways of
obstructions
11. Disposal of Trainees X
waste materials /
(Follow waste Trainer
segregation
system)

TO BE INCLUDED:
 Training equipment
 Telephone
 Ceiling fan
 Water dispenser
 Support equipment
 TEMPLATE # 2

EQUIPMENT MAINTENANCE SCHEDULE

EQUIPMENT TYPE ELECTRIC JUICER
EQUIPMENT CODE EJ01
LOCATION Bar
Schedule for the Month April
ACTIVITIES MANPOWE
R
Dail Ever Weekl Ever Mont Rem
y y y y hly arks
Othe 15th
r Day Day
1. Check Trainees / X Enab
Electrical wires Trainer le

2. Check and Trainees / X Enab

clean the parts Trainer le
for corrosion

3. Check if dish Trainees / X Enab

washing Trainer le
machine is free
from dust and
water
4. Turn On the Trainees / X Enab
dishwashing Trainer le
machine and
observe for
unusual noises.
TEMPLATE # 3

WORKSHOP INSPECTION CHECKLIST

Qualificatio
FOOD AND BEVERAGE SERVICE NC II
n
Area/Sectio Practical Work In- Wilhelmina V.
n Area Charge Libanan

YES NO INSPECTION ITEMS

 1. Are the utensils, equipment and tools free from
dust?
 2. Is the floor free of any kind of liquids?

 3. Are the dining tables arrange according to floor

plan and stable?
 4. Are the floor, walls, windows and ceilings are
in good condition?
 5. Is there enough ventilation and illumination in
the workshop?
 6. Is the waste disposed after cleaning?
 7. Is the tools laboratory cleaned?

 8. Is electrical system, cables, and wires

inspected?
 9. Are all tools after the class kept?

Remarks: Enable

Inspected by:WILHELMINA V. LIBANAN Date: March 30, 2016

TEMPLATE # 4
 EQUIPMENTMAINTENANCE INSPECTION CHECKLIST
Equipment Type: ELECTRIC JUICER
Property Code/Number: ElecJui01
Location: Practical Work Area
Trainer-In-Charge: WILHELMINA V. LIBANAN
YES NO INSPECTION ITEMS
 Are the tool, utensils and equipment are check?

 Are the utensils checks clean and sanitized?

 Are the china ware check?

 Are the utensil checks and sort according to ease of cleaning?

 Are the areas around oven or hot oil cookers several items checks
clean?

Remarks: Enable
Inspected by:
Date: April 30, 2016

PERFORMANCE CRITERIA CHECKLIST

 YES NO
CRITERIA
√
Did the trainee prepare the needed material/
equipment?
√
Did the trainee base the checklist on the accomplished
maintenance schedule of equipment indicated on the
task sheet?
Was the manufacturer’s manual use as a basis in the √
schedule and maintenance activity?
Were the costs of maintenance/ housekeeping √
materials considered in the facility inspection checklist?
Was safety and frequency of use of materials such as √
cleaning agents considered in the equipment inspection
checklist?
Was the availability and specification of testing √
materials, considered in the maintenance of the
equipment?
Was the person assigned as inspector capable or has √
adequate knowledge in equipment maintenance?
Are the maintenance activities in accordance with the √
organizational/school policy/regulations?
Was the task sheet accomplished/done within the √
required time limit?

TEMPLATE #5

WASTE SEGREGATION LIST

 Qualification Food and Beverage Service NC II

Area/Section Practical Work Area

In-Charge WILHELMINA V. LIBANAN
WASTE SEGREGATION
GENERAL/ACCUMULATED
METHOD
WASTES
Recycle Compose Dispose
Linen √ √
Paper products such as serviettes, √
cardboard, menu cards √

Chopsticks √

Toothpicks √

Bottled plastics √
Cracked plates and glasses √
Tissue paper √

TEMPLATE #6

TAG-OUT INDEX CARD

DESCRIPTION DATE
LOG TYPE COMPLETED
DATE ISSUED (System
SERIAL (Danger/Caution) Components, Test
Reference, etc.
January 20, January 28,
2016 Danger cable with cuts
2016 2016
 February 22, February 28,
2015 Caution Sudden Spark
2015 2015
February19, February 28,
2015 Warning Grounded
2015 2015

TEMPLATE #7

BREAKDOWN / REPAIR REPORT

Property ID Number ELECTRIC JUICER
Property Name Electric juicer #1
Location Bar

Findings: Unit cannot turn ON Recommendation: check the

connections from Power Outlet and
Power Supply Unit
Inspected by: JHIEXSON L. JAYME Reported to: JANINE V. NANDIN
Date: April 8, 2016 Date: April 9, 2016
Assign to: maintenance personnel Received assignment:
 Maintenance Personnel
Recommendation: check the
Subsequent Action Taken: Inspect connections from Power Outlet and
and repair damaged power supply unit Power Supply Unit

By : CARLINA E. VELICARIA Reported to: WILHELMINA V.

LIBANAN

Date: April 15, 2016 Date: April 16, 2016

TEMPLATE #8

WORK REQUEST
Unit Description: ELECTRIC JUICER
Juice
Maker

Observation: ELECTRIC JUICER #1 Date Reported: March 30, 2016

SHORT CIRCUIT
Reported by: WILHELMINA V. LIBANAN

Activity: Inspect and repair damaged power Date Completed: April 26, 2016
supply unit
 Signature:

Spare parts Used: New Power Supply Unit

TEMPLATE #9-A

EQUIPMENT RECORD WITH CODE AND DRAWING

Eqpt. PO Drawing
No. Location Qty TITLE Description
No. No. Ref.

La PO- DR-001
1 Bar 1 6 Blender
Germania No.2010
PO-No. DR-002
2 Bar 2 2 Juicer La Scala
2013
3 3 6 Working Stainless PO no. DR-003
Kitchen
Table 2012
TEMPLATE #9-B

OPERATIONAL PROCEDURE
Equipment Type ELECTRIC JUICER
Equipment Code Electric juicer#1
Location Bar
Operation Procedure:

1. Gather the tools and materials you will need to begin

checking.
 2. Prepare the machine
3. Check the connection if safe
4. Remove wires from the machine
5. Install the New wire connection
6. Secure the machine and wires
7. Turn on the machine and check if already function
8. Keep all used tools to its proper place.

TEMPLATE #10

SALVAGE REPORT
Area/Section: BAR

In-Charge: WILHELMINA V. LIBANAN

 Facility Type Part ID Recommendation

Power Supply Unit Keep the wires for future

ELECTRIC JUICER troubleshooting of the
students.

Dispose the unsharpened

BLENDER Blender Blade blade.
DR- 001

DR- 002
TEMPLATE #11

INSPECTION REPORT
Property ID Number Juicer #1
Property Name ELECTRIC JUICER

Location Bar
Findings: Unit cannot turn ON Recommendation:
check the connections from Power Outle
and Power Supply Unit
Inspected by: Reported to:
WILHELMINA V. LIBANAN CLINTON FACTORA
Date: Date:
April 20,2016 April 25, 2016
 INSPECTION REPORT
Area/Section: Bar

In-Charge: WILHELMINA V. LIBANAN

Facility Type INCIDENT ACTION TAKEN PROGRESS/REMARKS

Electric Juicer Power Supply Inspected and Repaired and ready to use
repaired damaged
Unit Failure
power supply
unit
 MAXIMA TECHNICAL AND SKILLS TRAINING INSTITUTE, INC
#20 Perez Boulevard Dagupan City, 2400, Pangasinan
Technical Education & Skills Development Authority

August 04, 2016

WILHELMINA V. LIBANAN
HM INSTRUCTOR
MAXIMA TECHNICAL AND SKILLS TRAINING INSTITUTE, INC
#20 Perez Boulevard Dagupan City, 2400, Pangasinan

Dear Ms. Libanan

Greetings!
Please be informed that the equipment/materials that you are
requesting in your purchase Request dated April 09,2016 has been
approved. Please communicate with the Accounting Office for
immediate release of funds. As a general rule, please provide us with
the copies of receipts and invoices to be submitted to the concerned
offices of our school.
Thank you for your support.

Very Truly Yours,

____________________
CLINTON FACTORA
School President, MTSTI
 MAXIMA TECHNICAL AND SKILLS TRAINING INSTITUTE, INC
#20 Perez Boulevard Dagupan City, 2400, Pangasinan
Technical Education & Skills Development Authority

MAY 02, 2016

CLINTON FACTORA
School President, MTSTI
MAXIMA TECHNICAL AND SKILLS TRAINING INSTITUTE, INC
#20 Perez Boulevard Dagupan City, 2400, Pangasinan

Dear Sir:

As indicated in our SALVAGE REPORT last April 08, 2016

wherein the Power Outlet and Power Supply Unit of Espresso
Machine was found to be defective and needs to be replaced, may I
request to your good office to purchase the following item for your
immediate approval.

QTY UNIT PRICE/UNIT TOTAL

DESCRIPTION
1 pcs Power Supply 500.00 Php 500.00
Unit
2 psc Blender Blade 100.00 Php 200.00

TOTAL Php 700.00

I am hoping for your immediate approval on this request.

Should there be any questions please ask my attention.Thank you
and more power.
Very Truly Yours,

____________________
WILHELMINA V. LIBANAN
HM INSTRUCTOR

MAXIMA TECHNICAL AND SKILLS TRAINING INSTITUTE, INC

#20 Perez Boulevard Dagupan City, 2400, Pangasinan
Tel. No. (02) 234-2345/ Fax No. (03) 432-5432
TIN 931-685-122

Quality is our BUSINESS!

PURCHASE ORDER DATE : 5/02/2016

SHIP TO:MAXIMA TECHNICAL AND SKILLS TRAINING INSTITUTE,
INC
Dagupan, Pangasinan
Contact No. 0939-234-7890
SHIP VIA:
LBC
SHIPPING TERMS: COD
ITEM UNIT
QTY PRICE/UNIT TOTAL
NO. DESCRIPTION
678 1 pcs Power Supply Unit 500.00 Php 500.00
679 2 psc Blender Blade 100.00 Php 200.00
***nothing follows***

Note: Please don’t

forget to ask for the
 OR.
3
TOTAL Php 700.00
ITEMS

MAXIMA TECHNICAL AND SKILLS TRAINING INSTITUTE, INC

#20 Perez Boulevard Dagupan City, 2400, Pangasinan
Tel. No. (02) 234-2345/ Fax No. (03) 432-5432
TIN 931-685-122

Quality is our BUSINESS!

PURCHASE RECEIPT DATE : 05/02/2016

SHIP TO: MAXIMA TECHNICAL AND SKILLS TRAINING
INSTITUTE, INC
Dagupan, Pangasinan
Contact No. 0939-234-7890
SHIP VIA:
LBC
SHIPPING TERMS: COD
ITEM UNIT
QTY PRICE/UNIT TOTAL
NO. DESCRIPTION
678 1 pcs Power Supply Unit 500.00 Php 500.00
679 2 psc Blender Blade 100.00 Php 200.00
***nothing follows***

Note: Please don’t

forget to ask for the
OR.
3
TOTAL Php 700.00
ITEMS