COMPETENCY BASED LEARNING MATERIAL

Sector:
HEATING, VENTILATING, AIR-CONDITIONING AND REFRIGERATION
(HVAC/R)

Qualification: RAC SERVICING NC II

Unit of Competency: DOCUMENT WORK ACCOMPLISHED

Module Title DOCUMENTING WORK ACCOMPLISHED

Technical Education and Skills Development Authority

 How to Use this Competency-Based Learning Material

This learning material is designed to guide you in learning at your own pace.
To start with, talk with your trainer and agree on how you will both organize the
training for this module. Most probably your trainer will also be your supervisor
or manager. He/she is there to support you and guide you the correct way to do
things. From time to time you will be required to practice and demonstrate the
skills that you’ve learned from this module and you will be requiring some
assistance from your trainer (as instructed in the learning material).

To proceed with the learning session you just have go through the Learning
Activity Sheet where in you will follow series of learning instructions towards
attaining the learning outcome.

At the end part of this module is a Learner’s Diary. Use this diary to record
important dates, jobs undertaken and other workplace events that may provide
further details to your trainer or assessor. A Record of Achievement will be
provided to you by your trainer for you to accomplish once you complete the
module. Upon completion of this module, study the evidence plan at the end of
the last learning element of this module then ask your instructor to assess you.
You will be given a certificate of completion as proof that you met the standard
requirements (knowledge, skills and attitude) for this module. The assessment
could be made in different methods, as prescribed in the competency standards.

If you have questions, don’t hesitate to ask your instructors for

assistance. Your instructor will always be available to assist you during the
training.

Recognition of Prior Learning (RPL)

You may already have some or most of the knowledge and skills covered in
this module 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 particular
skill, talk to him/her about having them formally recognized so you would not
have to undergo 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 this module, they may
become part of the evidence you can present for RPL. If you are not sure about
the level of your skills, discuss this with your trainer
 LIST OF COMPETENCIES

NO UNIT OF COMPETENCIES MODULE TITLE CODE

1 Prepare Materials and Tools Preparing Tools and Materials HVC713201
2 Interpret technical drawings Interpret technical drawings HVC311202
3 Observe procedures, Observing procedures,
HVC311201
specifications and manuals specifications and manuals of
3
of instructions instructions
4 Perform Mensuration and Performing Mensuration and
HVC311203
Calculations Calculations
5 Perform basic benchworks Performing basic benchworks HVC713202
6 Perform basic electrical Performing basic electrical
HVC724201
works works
7 Maintain Tools and Maintaining Tools and
HVC311204
Equipment Equipment
8 Perform Housekeeping and Perform Housekeeping and
HVC315201
Safety Practices Safety Practices
9 Document Work Documenting Work
HVC311205
Accomplished Accomplished
 MODULE CONTENT

Qualification: RAC SERVICING NC II

Unit of competency: DOCUMENT WORK ACCOMPLISHED

Module Title: DOCUMENTING WORK ACCOMPLISHED

Module Description:

This module covers the knowledge, skills and attitudes in documenting work
accomplished

Nominal Duration: 40 hours

Summary of Learning outcome:

Upon completion of the module, the trainees/students should be able to:

LO 1. Identify Forms and data

LO 2. Prepare reports

Assessment Criteria:

1. Forms are selected based on the reports to be prepared

2.Data are collected based on the reports to be prepared
3. Reports are completed using standard form as per company procedure
4. Reports provide details ofwork completed, further action to be taken and other
details as per company procedure
5. Reports are completedand submitted within specified time to the concerned
personnel/supervisor
 TECHNICAL TERMS

1) Air Cooled Condensing Unit (ACCU)/OUTDOOR UNIT – an equipment that

condenses refrigerant vapor using air as the condensing medium. It consist of
compressor, condenser coil and fan motor

2) Air Cooled Condenser – an equipment that condenses refrigerant vapor using

air as the condensing medium

3) Air Handling Unit (AHU)/INDOOR UNIT – an air-conditioning component that

consists of a fan motor and an evaporator coil. It is this equipment used in air-
conditioning that absorbs heat from the space

4) Air Handling Unit (AHU)/INDOOR UNIT – an air-conditioning component that

consists of a fan motor and an evaporator coil. It is this equipment used in air-
conditioning that absorbs heat from the space

5) Air Distribution – the process of distributing conditioned air into a confined

space

6) Air Distribution – the process of distributing conditioned air into a confined

space

7) Check – to verify, inspect, or test an HVAC/R component for satisfactory

condition with the use of an instrument or a device

8) Check – to verify, inspect, or test an HVAC/R component for satisfactory

condition with the use of an instrument or a device

9) Check – to verify, inspect, or test an HVAC/R component for satisfactory

condition with the use of an instrument or a device

10) Check – to verify, inspect, or test an HVAC/R component for satisfactory

condition with the use of an instrument or a device

11 ) Commercial Refrigeration - covers water coolers/ display coolers, vendo

machine, beverage machine ice drop/ice cream/ice cube vending machines
12) Dehydration – the process of removing moisture from a refrigeration system
13)Electric Heat Defrost – use of electric resistance heating coils to melt ice or
frost from evaporators

13.)Evacuation – removal of air/any gas and moisture from a refrigeration system

14}Evaporator – the component in a refrigeration system where liquid refrigerant is
changed into a vapor by the absorption of heat
15)Fan – a mechanical device for moving air

16)Fan Coil Unit (FCU) – an air-conditioning component that consists of a fan

motor and an evaporator coil

17)Filter Drier – the component part used in air-conditioning or refrigeration

system to filter and dehydrates refrigerant in the system

LEARNING OUTCOME #1 Identify Form and Data

CONTENTS:
 Identify forms and data
 Prepare reports

ASSESSMENT CRITERIA

1. Forms are selected based on the reports to be prepared

2. Data arecollected based on the reports to be prepared

CONDITION:
Student/trainees must be provided with the following:

Tools and Equipment: Learning Materials:

 Learning element
 Transparencies
 Books
Supplies and Materials:
 Forms
 Reports

METHODOLOGIES

 Self-paced instruction
 Film viewing
 Direct laboratory experience
 Group discussion
 Industry Immersion

ASSESSMENT METHODS

 Written test/exam
 Demonstration with questioning
LEARNING EXPERIENCES

Learning Outcome # 1 – Check conditionof tools and equipment

Learning activities Special Instructions

Read information sheet 8.1-1 Secure CBLM Module# 8

Suggested form for documenting Read Information Sheet 8.1-1 the CBLM
servicing activities

Answer self check 8.1-1 Check answer with answer key 8.1-1
 INFORMATION SHEET 8.1-1

Suggested Forms for Documenting Servicing Activities

Learning Objectives: After reading this information sheet, you will be able to
identify the different types of forms

Customer Data Sheet. This data sheet reveals the specifications of the unit
being repaired. It includes the following details:

 Name of customer
 The date the unit has been observed or Inspected
 The address of the customer
 The Brand and the model of the unit
 Short Description of the unit
 Symptoms of the defects
 Nature of trouble
 Description of work to be performed
 Previous diagnosis ( if there are any )

CUSTOMER DATA SHEET

Name of Customer: Date:
Address:
Type of Business:
Brief description of the unit:

What is wrong with the unit:

Is this the first repair? If not, what was the trouble before?
YES______ NO_______
Previous
diagnosis
( if there’s any )
Description of work to be performed:

Defective Components/parts:
Cost of materials: Cost of labor:
Owner’s Remarks:

Signature over printed name

Refrigeration Unit Data Sheet
This is usually completed before installing a unit. The data sheet
includes all salient information about the unit which is very useful for
troubleshooting and repair.
 Refrigeration Sales Engineer’s Data Sheet

Name_______________ Type of Business _________________Date_______________

Address____________________ City_________________Zone_______State_______
Person Contacted_________________Title_____________Phone_________________
Fixture No. 1-Make____Use____Fixture No. 2-Make____Fixture No. 3-Make____
Use_______Model_______Use_________Model ________Use_________Model_______
Temperature____________________ ____________________ ______________________
Humidity_______________________ _____________________ _____________________
Width __________________________ _____________________ _____________________
Length _________________________ _____________________ _____________________
Height _________________________ _____________________ _____________________
Construction ___________________ _____________________ _____________________
Insulation:Kind_____________________ _______________________ ____________________

Thickness ________________ ______________________ ____________________

Glass:
Area_____________________ ______________________ _____________________
No. of Panes ______________ _____________________ _____________________
Produce _______________________ ______________________ _____________________
Lights _________________________ ______________________ _____________________
Motors ________________________ ______________________ _____________________
Sun Load _____________________ ______________________ ______________________
No. of People in Refrigerator _____ ____________________ ______________________
Unusual Temperature ___________ ____________________ ______________________
Unusual Service ________________ ____________________ ______________________
Remarks _______________________ _____________________ _____________________

Use Reverse Side for Sketch of Installation

Salesman________________________
Other forms needed for the documentation of troubleshooting and repairing
activities.
1. Service Invoice. This is the form of service of a refrigeration or air conditioning
unit for the billing purposes. Note the various categories: Item, Description of work
performed, Equipment, make, model and others.

2. Inspection Report.` Many contractual agreements provide for two inspections of

the equipment each year. They also provide for answering any service calls placed
by owners to the company.
 There are basically ten steps that a technician should follow:

1. The coil is checked visually, both front and back. It is then sprayed with self-
rinsing coil cleaner.
2. The drain line is cut near the evaporator. A wet-dry vacuum is used to
remove any water or particles of dirt. A piece of clear plastic tubing is
replaced in the cut drain line.
3. The drain pan is vacuumed. Algaecide tablets are placed in the pan.
4. The contact points are visually checked for excessive burn.
5. The coil is checked for erosion.
6. The ampere draw is read on each element, with the heat on.
7. Time delays that have been installed should be disconnected and
reconnected. The starting time should then be checked.
8. Temperature differential is checked. It should be between 16 OF (-9 0C ) and
20 OF ( -7 OC )
9. A visual check of the ducts for leaks is made.
10. Settings should be noted before inspection.
 The inspection report becomes a record in the shop or office. It will enable
you to follow future service calls. A good maintenance record will reduce the
number of callbacks and emergency service calls. This record should result in fewer
problems with the equipment and less cost for general maintenance of the system.

Terminologies used in accomplishing the forms for refrigeration and air

conditioning activities

1. Contractual Agreement – a memorandum of agreement between two parties

for a common interest.
2. Brand and Model – the name of the company as representative by the quality
product.
3. Inspection Report – a report of findings is a given work based on standard
procedure.
4. Test Log – a record of test conducted by a technician in a refrigerator and air
conditioning unit
5. Diagnosis – the process of determining defect through a series of test and
investigation.
6. Warranty – written guarantee given to purchaser of a new appliance.
7. Billing – cost of services billed to a customer.

LET US REMEMBER

Documenting any activity in the servicing of refrigeration unit is very

important for a repairman. The data could be used for future undertakings.
SELF CHECK 8.1-1

Give three types of forms used in documenting service activities.

1.
2.
3.
ANSWER SELF CHECK 8.1-1

1. Inspection report
2. Costumer Data Sheet
3. Service Invoice
LEARNING OUTCOME #2 Prepare Reports

CONTENTS:
 Identify forms and data
 Prepare reports

ASSESSMENT CRITERIA

1. Forms are selected based on the reports to be prepared

2. Data arecollected based on the reports to be prepared

CONDITION:
Student/trainees must be provided with the following:
Tools and Equipment: Learning Materials:
 Learning element
 Transparencies
 Books
Supplies and Materials:
 Forms
 Reports

METHODOLOGIES

 Self-paced instruction
 Film viewing
 Direct laboratory experience
 Group discussion
 Industry Immersion

ASSESSMENT METHODS

 Written test/exam
 Demonstration with questioning
LEARNING EXPERIENCES

Learning Outcome # 2 – Prepare Reports

Learning activities Special Instructions

Read information sheet 8.2-1 Secure CBLM Module# 8

Technical reports Read Information Sheet 8.2-1 the CBLM

Answer self check 8.2-1 Check answer with answer key 8.2-1
 INFORMATION SHEET 8.1-1

Technical Reports

Learning Objectives: After reading this module, you will be able to prepare
a technical reports in servicing RAC system.

Preparation of technical reports is needed to monitor the development of a

system. The equipment usually a refrigerator or an air conditioning unit are always
the subject of the report. The response in the troubleshooting and repair will give
the basic guidelines for the preparation of the report.

One of the key requirements for a service technician is the ability to follow a
standard procedure. An example of a standard procedure is as follows:

1. Obtain a description of the problem from the owner.

2. From the problem description, determine the possible

cause.
3. Identify a specific remedy for the problem.

Using such a standard procedure for the job of a particular workplace will
save time money and frustration. By following the same sequence of activities, you
will become more efficient through repetitive use of your skills.

Whenever possible obtain a service manual or troubleshooting chart or forms.

The forms should be written by the company whose equipment is being serviced.

Most charts or forms have three basic columns. The column headings are:
* Problem (Trouble, complaint…)

* Possible cause (Probable cause…)

* Remedy (Repair…)
Troubleshooting Chart

PROBLEM POSSIBLE CAUSE REMEDY

The first column normally lists the problem. This would be the complaint
given to you by the owner. Usually the complaint is described in general term.

Checking possible cause would be the next step. It is the possible cause
column of the form. This listing should be analyzed in terms of the major
components of the system. Each problem related to a malfunction in the system
has a specific possible cause.

The final column of the chart/form maybe labeled “Remedy” or may use a
similar term. This is the third step when using a standard procedure form. You will
perform the appropriate task from this third column.

The role of the service technician has changed tremendously in recent years.
As a service technician, you are required to be knowledgeable in refrigeration and
air conditioning. You must also meet the customers needs and understand
business operations and contractual agreements.

One of the keys to a successful business operation is good customer

relations. Customer relations are based on evaluations by the customer to whom
the service is being provided. The consumer will make these evaluations based on
your job performance and attitude. These reactions can best be manifested through
the completion of forms with the consent of the customer.

LET US REMEMBER

One of the key requirements for a service technician is the ability to

follow a standard procedure through the preparation of reports and forms. Using
such a standard procedure will save time money and frustration.
 SELF CHECK 8.2-1

Directions: Read the questions carefully. Choose the best answer and write it on a
separate sheet of paper.

1. One of the key requirements for a service technician is the ability to

follow ________________________.
a. descriptive instruction c. standard procedure
b. diagnosis prescription d. troubleshooting report

2. What is the first item in the troubleshooting chart?

a. possible cause c. remedy
b. problem d. solutions

3. Owner’s description of the problem means________________.

a. complaint c. suggestion
b. decision d. verification

4. What is the second column in the troubleshooting chart?

a. possible cause c. remedy
b. problem d. solutions

5. The concern of the service technician to customer is called___________.

a. customer concern c. customer Relations
b. customer service d. customer custody
 LET US APPLY WHAT YOU HAVE LEARNED

You are given several items related to troubleshooting form /chart.

Classify them according to the columns in the chart

1. Shortage of Refrigerant
2. Fix leak, add charge
3. Filter dirty
4. Unit operates continuously
5. Evaporator coil iced
6. Defrost
7. Clean condenser
8. System inadequate to handle load
9. Dirty condenser
10. Determine fault and correct

PROBLEM POSSIBLE REMEDY

CAUSE
 ANSWER KEY 8.2-1

1. C
2. B
3. A
4. A
5. C
.