TRAINERS METHODOLOGY

Sector : MECHANICAL TECHNOLOGY

Qualification Title: MACHINING NC II

Unit of Competency: TURN WORKPIECE (INTERMEDIATE)

Module Title: TURNING WORKPIECE (INTERMEDIATE)

ZAMBOANGA PENINSULA POLYTECHNIC STATE

UNIVERSITY
F.L. Peña Kabasalan Zamboanga Sibugay

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 Date Developed: Document No.
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Sample2 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
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 Characteristics of learners
b. Female
Age Your age: _____
Physical ability 1. Disabilities(if any)_____________________
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 with a. TQ certified
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 level
Training Level
completed ___________________________
___________________________

Special courses Other courses related to TM

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

Learning styles a. Visual - The visual learner takes mental

pictures of information given, so in order
for this kind of learner to retain
information, oral or written, presentations
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 Characteristics of learners

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 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)
___________________________

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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…? YE NO
S
1. PERFORM BENCH WORK (BASIC)
1.1 Layout and mark dimensions/ features on
workpiece

1.2 Cut, chip and file flat rectangular or round blocks

1.3 Drill ream and lap holes

1.4 Cuts threads using tap and stock and die

1.5 Offhl-hand grind cutting tools

2. PERFORM BENCH WORK (COMPLEX)
2.1 Chip workpiece

2.2 File work piece

2.3 Remove damaged and broken threads fasteners

2.4 Repair damaged threads

2.5 Scrape and hone holes

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CORE COMPETENCIES
CAN I…? YE NO
S
3. TURN WORKPIECE (BASIC)
3.1 Determine job requirements

3.2 Set up work piece

3.3 Perform turning operations

3.4 Check/measure workpiece

4. TURN WORKPIECE (INTERMEDIATE)
4.1 Determine job requirements

4.2 set up work piece

4.3 Perform turning operations

4.4 check/measure workpiece

5. MILL WORKPIECE (BASIC)
5.1 Determine job requirements

5.2 Set up work piece

5.3 Perform milling operations

5.4 Check/Measure workpiece


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CORE COMPETENCIES
CAN I…? YE NO
S
6. MILL WORKPIECE (INTERMEDIATE)

6.1 Determine job requirements

6.2 Set up work piece

6.3 Perform milling operations

6.4 Check/Measure workpiece

7. GRIND WORKPIECE (BASIC)

7.1 Determine job requirements

7.2 Select wheels and accessories

7.3 Perform Grinding operations

7.4 Check Measure component

8. GRIND WORKPIECE (COMPLEX OPERATION)

8.1 Determine job requirements

8.2 Set up work piece


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CORE COMPETENCIES
CAN I…? YE NO
S
8.3 Perform Grinding operations

8.4 Check/Measure component


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.

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Evidences/Proof of Current Competencies (Sample)

Form 1.2: Evidence of Current Competencies acquired related to

Job/Occupation

Current
Proof/Evidence Means of validating
competencies
1. Perform Bench
work (Basic)  Certificate of  Actual
Employment Demonstration
2. Perform Bench
work (Complex)  Certificate of  Actual
Employment Demonstration
3. Turn workpiece
(Basic)  Certificate of  Actual
Employment Demonstration
4. Turn workpiece
(Intermediate)  Certificate of  Actual
Employment Demonstration
5. Mill workpiece
(Basic)  Certificate of  Actual
Employment Demonstration
6. Mill workpiece
(Intermediate)  Certificate of  Actual
Employment Demonstration
7. Grind workpiece
(Basic)  Certificate of  Actual
Employment Demonstration
8. Grind workpiece
(Complex)  Certificate of  Actual
Employment Demonstration

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 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 Summaries of Current Competencies versus Required

Competencies (Sample)

Required Units Current Training

of Competencies Gaps/Requirements
Competency/L
earning
Outcomes
based on CBC
1. PERFORM BENCH WORK (BASIC)
1.1 Lay out and 1.1 Lay out and
mark mark
dimensions/feat dimensions/feat
ures on work ures on work
piece piece
1.2 Cut, chip 1.2 Cut, chip
and file flat and file flat
rectangular or rectangular or
round blocks round blocks
1.3 Drill, ream 1.3 Drill, ream
and lap holes and lap holes
1.4 Cut threads 1.4 Cut threads
using tap and using tap and
stock and die stock and die
1.5 Off-hand 1.5 Off-hand
grind cutting grind cutting
tools tools
2. PERFORM BENCH WORK (COMPLEX)
2.1 chip work 2.1 Chip work
piece piece
2.2 File work 2.2 File work

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piece piece
2.3 Remove 2.3 Remove
damaged and damaged and
broken threaded broken threaded
fasteners fasteners
2.4 Repair 2.4 Repair
damaged damaged
threads threads

Required Units of Current Training

Competency/Learning Competencies Gaps/Requirements
Outcomes based on
CBC
3. TURN WORKPIECE (BASIC)
3.1 Determine job 3.1 Determine job
requirements requirements
3.2 Set up work piece 3.2 Set up workpiece
3.3 Perform turning 3.3 Perform turning
operations operations
3.4 Check/Measure 3.4 Check/Measure
work piece workpiece
4. TURN WORKPIECE (INTERMEDIATE)
4.1 Determine job 4.1 Determine job
requirements requirements
4.2 Set-up workpiece 4.2 Set-up workpiece
4.3 Perform turning 4.3 Perform turning
operations operations
4.4 Check/Measure 4.4 Check/Measure
workpiece workpiece
5. MILL WORKPIECE (BASIC)
5.1 Determine job 5.1 Determine job
requirements requirements
5.2 Set-up workpiece 5.2 Set-up workpiece
5.3 Perform milling 5.3 Perform milling
operations operations

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5.4 check/Measure 5.4 Check/Measure
workpiece workpiece
6. MILL WORKPIECE (INTERMEDIATE)
6.1 Determine job 6.1 Determine job
requirements requirements
6.2 Set-up workpiece 6.2 Set-up workpiece
6.3 Perform milling 6.3 Perform milling
operations operations
6.4 Check/Measure 6.4 Check/Measure
workpiece workpiece
7. GRIND WORKPIECE (BASIC)
7.1 Determine job 7.1 Determine job
requirements requirements
7.2 Select wheels and 7.2 Select wheels
accessories and accessories
7.3 Perform Grinding 7.3 Perform Grinding
operations operations
7.4 Check/Measure 7.4 Check/Measure
component component
8. GRIND WORKPIECE (COMPLEX OPERATION)
8.1 Determine job 8.1 Determine job
requirements requirements
8.2 Select wheels and 8.2 Select wheels
accessories and accessories
8.3 Perform Grinding 8.3 Perform Grinding
operations operations
8.4 Check/Measure 8.4 Check/Measure
component component

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 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 (Sample)

Training Needs Module Title/Module of

Instruction
(Learning Outcomes)
1. Determine job requirements
2. Set-up work piece
3. Perform turning operations Performing turning operation
4. Check/Measure work piece

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 In template form, the session plan will look like this.
SESSION PLAN
Sector : METALS AND ENGINEERING
Qualification Title : MACHINING NC 11
Unit of Competency : TURN WORKPIECE (INTERMEDIATE)
Module Title : TURNING WORKPIECE (INTERMEDIATE)
Learning Outcomes:
1. Determine job requirements
2. Set-up work piece
3. Perform turning operations
4. Check/Measure work piece

A. INTRODUCTION This units covers the skills required to setup and turn workpiece to drawing
specification
B. LEARNING ACTIVITIES
LO 3: Perform turning operation
Learning
Methods Presentation Practice Feedback Resources Time
Content

1. Calculate  Modular  The trainees  The  The  CBLM

the speeds are asked to trainees are trainees  Informat
and feeds read asked to are ion
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 using information answer asked to sheet Optional
appropriate sheet No. 4.3- self-check compare self-
mathematic 1Striaght No. 4.3-1 answer check
al turning. self- with
techniques check answer
and No. 4.3-
reference 1
materials
2. Use lathe  Modular  The trainees  The  The  CBLM
accessories are asked to trainees are trainees  Informat
appropriate read asked to are ion
to the information read asked to sheet
requiremen sheet No. 4.3- information compare Self-check
t of the 1 Straight sheet No. answer with answer Optional
operation Turning 4.3-1 self-  Different
Straight check cutting
Turning No. 4.3- tools
1  Lathe
machine
with
complet
e
accessor
ies
 Demonstra  The trainees  The  The  Machine
tion will trainees trainee operatio
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 demonstrate will will be n
job sheet 4.3- perform evaluate manual
1 Straight Job sheet based  Working
turning No. 4.3-1 on the drawing
Straight observat  Work
turning ion piece
checklist  PPE
No. 4.3-  Dial
1 indicato
r with
magneti
c stand

3. Perform  Modular  The trainees  The  The  CBLM

lathe are asked to trainees are trainees  Informat
operation read asked to are ion
to produce information answer asked to sheet
component sheet No. 4.3- self-check compare
Self-check
to 1 Straight No. 4.3-1 answer
with answer Optional
specificatio turning self-
 Different
ns in the check
cutting
drawing. No. 4.3-
tools
1
 Lathe
machine
with
complet
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 e
accessor
ies
 The trainer  Machine
 Multi- will present  The operatio
media the video on trainees are n
Straight asked to manual
turning view video  Working
presentatio drawing
n on  Work
Straight piece
turning  PPE
 Dial
indicato
r with
magneti
c stand

4. Perform  Modular  The trainees  The  The  CBLM

operations are asked to trainees are trainees  Informat
by applying read asked to are ion
knowledge information answer asked to sheet
on safety sheet No. 4.3- self-check compare Self-check
procedures 1 Straight No.4.3-1 answer with answer
and using turning self-  Different Optional
personal check cutting
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 protective No.4.3-1 tools
devices.  Lathe
machine
with
complet
e
accessor
ies
 Machine
operatio
n
manual
 Working
drawing
 Work
piece
 PPE
 Dial
indicato
r with
magneti
c stand

C. ASSESSMENT PLAN
 Written Test
 Demonstration with oral questioning
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D. TEACHER’S SELF-REFLECTION OF THE SESSION: After discussing and performing the above set of operations, it
made me realized how important it is to follow the procedure in each job in order to come up with a good performance
based from the given standard criteria.

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PARTS OF A COMPETENCY-BASED LEARNING MATERIAL

References/Further Reading

Performance Criteria Checklist

Operation/Task/Job Sheet

Self Check Answer Key

Self Check

Information Sheet

Learning Experiences

Learning Outcome Summary

Module
Module Content
Content

Module
List of Competencies
Content

Module Content

Module Content

Front Page
In our efforts to standardize CBLM,
the above parts are recommended for
use in Competency Based Training
(CBT) in Technical Education and
Skills Development Authority (TESDA)
Technology Institutions. The next
sections will show you the
components and features of each part.

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 COMPETENCY-BASE LEARNING MATERIALS

Sector : METALS AND ENGINEERING

Qualification Title: MACHINING NC II

Unit of Competency: TURN WORKPIECE (INTERMEDIATE)

Module Title: TURNING WORKPIECE (INTERMEDIATE)

Name of TTI: ZAMBOANGA PENINSULA POLYTECHNIC STATE

UNIVERSITY

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 HOW TO USE THIS COMPETENCY-BASE LEARNING MATERIAL

Welcome to the Competency-Base Learning Material for the module

on TURNING WORKPIECE (INTERMEDIATE). This Competency-Base
Learning Material contains activities for you to complete.

The unit of competency Turn Workpiece (Intermediate): contains the

knowledge, skills and attitude required for the machinist it is one of the
Core Module in the National Certificate 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
there are Learning Resources to help you to understand the required
activities. Follow these activities on your own, and answer the self-check at
the end of each learning outcome/activity. Provide blank answer sheets at
the end of the module to reflect your answers for each self-check. Key
answer is provided at the end. However, you are not going to refer to it,
unless you have answered all. If you need clarification on the technical
terms used in this module, refer to the “Definition of term”. If you have any
questions, please don’t hesitate to ask your trainer for assistance.

Recognition of Prior Learning (RPL)

You may 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, you don’t have to do same training again.

If you feel you have some of the skills, talk to your trainer about having
them formally recognized. If you have qualification or Certificate of
competence from previous training, show it to your trainer. If the skills you

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acquired are still relevant to the module, they may become part of the
evidence you can present for RPL.

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 MACHINING NC II
COMPETENCY-BASED LEARNING MATERIALS

List of Competencies

No. Unit of Competency Module Title Code

PERFORM PERFORM BENCHWORK MEE722301

1.
BENCHWORK (BASIC) (BASIC)

PERFORM
PERFORM BENCHWORK MEE722305
2. BENCHWORK
(COMPLEX)
(COMPLEX)

TURN WORKPIECE TURN WORKPIECE MEE722302

3.
(BASIC) (BASIC)

TURN WORKPIECE TURN WORKPIECE MEE722306

4.
(INTERMEDIATE) (INTRMEDIATE)

MILL WORKPIECE MILL WORKPIECE MEE722303

5.
(BASIC) (BASIC)

MILL WORKPIECE MILL WORKPIECE MEE722307

6.
(INTERMEDIATE) (INTERMEDIATE)

GRIND WORKPIRCE GRIND WORKPIRCE MEE722304

7.
(BASIC) (BASIC

GRIND WORKPIRCE GRIND WORKPIRCE MEE722308

8.
(BASIC (BASIC

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 MODULE CONTENT

PROGRAM COURSE : MACHINING NC II

UNIT OF COMPETENCY : TURN WORKPIECE (INTERMEDIATE)

MODULE TITLE : TURNING WORKPIECE (INTERMEDIATE)

NOMINAL DURATION : 60 hours

INTRODUCTION:
This unit covers the skills required to set up and turn workpiece
to drawing specification. It details the requirements for performing lathe
operations such as straight turning, cutting tapers by offsetting tailstock or
using taper attachment; machining components using collet, chuck and
follower rest; and cutting internal vee and internal and external ACME
threads.

LEARNING OUTCOMES 2 :
SUMMARY OF ASSESSMENT CRITERIA
LEARNING

Speeds and feeds are calculated using

appropriate mathematical techniques
3. Perform Turning
3. 1 and reference materials.
Operation
Lathe accessories used are
appropriate to the requirements of the
operation.

Straight turning are perform to

produce component to specification in
the drawing
Operations are performed applying
knowledge on safety procedures using
personal protective devices.

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 Learning Experiences

PERFORM TURNING OPERATIONS

Learning Activities Special Instructions

Read Information sheet 4.3-1on Read and understand Information

Straight Turning Sheet4.3-1

Answer Self-Check 4.3-1 Compare your answer to answer

key 4.3-1. You are required to get
all answer correct. If not, read the
information sheet again to answer
all questions correctly.

Perform operation sheet 4.3-1 Answer Performance Operation

Straight Turning Check list 4.3-1

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 Information Sheet 4.3-1
STRAIGHT TURNING

Learning Objectives:
After reading this INFORMATION SHEET, YOU MUST be able to:
1. Explain the purpose of straight turning.
2. Determine the different common holding devices when turning
straight.
3. Gain knowledge in straight turning.

Straight turning is the operation of producing a diameter which is

uniform in size throughout the entire length of a cylindrical work piece. This
process is usually perform when turning diameters of shaft
The process may be done while the work piece is held between centers, in
chucks, in collets or in supported with the steady or followers rest.
The most common of holding then work piece when turning straight
diameters is between centers.

Fig 66. A method of turning straight diameter.

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Fig 67.

Another method of the work piece while performing straight turning is

shown in (Fig 67). Half of the entire length of the work piece is produce to
allow machining. The wok piece is reversed after the first half is ‘finish
turned’.

The work piece may be supported also with steady and followers rests when
turning straight diameters. This method is normally used when the work
piece is relatively longer. (Fig. 68)

Fig 68. Turning diameter of longer work piece

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 TURNING

Turning is the most common lathe machining operation. During the turning
process, a cutting tool removes material from the outer diameter of a
rotating workpiece. The main objective of turning is to reduce the workpiece
diameter to the desired dimension. There are two types of turning
operations, rough and finish. 

Rough turning operation aims to machine a piece to within a predefined

thickness, by removing the maximum amount of material in the shortest
possible time, disregarding the accuracy and surface finish. Finish turning
produces a smooth surface finish and the workpiece with final accurate
dimensions.

Different sections of the turned parts may have different outer dimensions.
The transition between the surfaces with two different diameters can have
several topological features, namely step, taper, chamfer, and contour. To
produce these features, multiple passes at a small radial depth of cut may
be necessary.

Step Turning

Step turning creates two surfaces with an abrupt change in diameters

between them. The final feature resembles a step.
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Taper Turning

Taper turning produces a ramp transition between the two surfaces with
different diameters due to the angled motion between the workpiece and a
cutting tool.

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Chamfer Turning

Similar to the step turning, chamfer turning creates angled transition of an

otherwise square edge between two surfaces with different turned diameters.

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Contour Turning

In contour turning operation, the cutting tool axially follows the path with a
predefined geometry. Multiple passes of a contouring tool are necessary to
create desired contours in the workpiece. However, form tools can produce
the same contour shape is a single pass.

2. Facing

During the machining, the length of the workpieces is slightly longer than
the final part should be. Facing is an operation of machining the end of a
workpiece that is perpendicular to the rotating axis. During the facing, the
tool moves along the radius of the workpiece to produce the desired part
length and a smooth face surface by removing a thin layer of material.

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3. Grooving

Grooving is a turning operation that creates a narrow cut, a "groove" in the

workpiece. The size of the cut depends on the width of a cutting tool.
Multiple tool passes are necessary to machine wider grooves. There are two
types of grooving operations, external and face grooving. In external
grooving, a tool moves radially into the side of the workpiece and removes
the material along the cutting direction. In face grooving, the tool machines
groove in the face of the workpiece. 

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4. Parting 

Parting is a machining operation that results in a part cut-off at the end of

the machining cycle. The process uses a tool with a specific shape to enter
the workpiece perpendicular to the rotating axis and make a progressive cut
while the workpiece rotates. After the edge of the cutting tool reaches the
centre of the workpiece, the workpiece drops off. A part catcher is often used
to catch the removed part. 

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5. Threading

Threading is a turning operation in which a tool moves along the side of the
workpiece, cutting threads in the outer surface. A thread is a uniform helical
groove of specified length and pitch. Deeper threads need multiple passes of
a tool.

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6. Knurling

Knurling operation produces serrated patterns on the surface of a part.

Knurling increases the gripping friction and the visual outlook of the
machined part. This machining process utilizes a unique tool that consists
of a single or multiple cylindrical wheels (knurls) which can rotate inside the
tool holders. The knurls contain teeth that are rolled against the surface of
the workpiece to form serrated patterns. The most common knurling pastern
is a diamond pattern.

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7. Drilling

Drilling operation removes the material from the inside of a workpiece. The
result of drilling is a hole with a diameter equal to the size of the utilized
drill bit. Drill bits are usually positioned either on a tailstock or a lathe tool
holder.

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8. Reaming

Reaming is a sizing operation that enlarges the hole in the workpiece. In

reaming operations, reamer enters the workpiece axially through the end
and expands an existing hole to the diameter of the tool. Reaming removes a
minimal amount of material and is often performed after drilling to obtain
both a more accurate diameter and a smoother internal finish.

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9. Boring

In boring operation, a tool enters the workpiece axially and removes material
along the internal surface to either create different shapes or to enlarge an
existing hole.

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10. Tapping

Tapping is the process in which a tapping tool enters the workpiece axially
and cuts the threads into an existing hole. The hole matches a
corresponding bit size that can accommodate the desired tapping tool.
Tapping is also the operation used to make a thread on nuts.

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Self- Check 4.3-1

Direction: Choose the correct answer from the option given.

1. The operation of producing a diameter which is uniform is size
throughout the entire length of a cylindrical work piece.
A. Straight turning
B. Rough turning
C. Square turning
D. Threading

2. The most common methods of holding the work piece when turning
straight diameters is
A. Between chucks
B. Between collet
C. Between centers
D. Between tailstocks

3. Another method of turning straight diameter if the work piece is

relatively longer is by using
A. Free plate
B. Steady or follow rest
C. Compound rest
D. All of the above

4. It is held between centers, in chuck, in collets or in supported with

the steady or follow rest.
A. Diameter
B. Cylindrical
C. Turning
D. Work piece

5. The work piece is reversed after the first half is

A. Straight turning
B. Turning diameter
C. Finish turned
D. All of the above

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 ANSWER KEY 4.3-1

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

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 Self-Check No.4.3-1

Direction:
Choose the letter of the correct answer.

1. It is the most common lathe machine operation.

A. Facing
B. Grooving
C. Turning
D. Parting

2. Produce a ramp transition between the two surfaces with different

diameter due to angle motion.
A. Turning
B. Step turning
C. Chamfer turning
D. Taper turning

3. Kind of operation that removes the material from the inside of a work
piece.

A. Reaming
B. Drilling
C. Knurling
D. Boring

4. It increases the gripping friction and the visual look of the machine
part.
A. Knurling
B. Turning
C. Tapping
D. Threading

5. It creates angle transition of an otherwise square edge between two

surfaces with different turned diameter.

A. Chamfer turning
B. Tapper turning
C. Contour turning
D. Step turning

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 ANSWER KEY

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

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 SELF-CHECK 4.3-1

Direction:
Fill in the blank.

1. Is a sizing operation that enlarges the hole in the workpiece.

2. Is a turning operation that creates a narrow cut in the
workpiece.
3. A is uniform helical groove of specified length and pitch.
4. Is the process in a tapping tools enter the workpiece axially
and cuts the threads into an existing hole.
5. In tuning operation, the cutting tool axially follows the path
with a predefined geometry.

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 ANSWER KEY4.3-1

1. REAMING
2. GROOVING
3. THREAD
4. TAPPING
5. CONTOUR TURNING

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 TASK SHEET 4.3-1

Title: STRAIGHT TURNING

Performance Objective: Given all the tools and materials, you should be
able to perform straight turning.

Supplies/Materials : Vernier caliper (1/20mm; 1/10mm)

Dead and live centers
Tool bit (Momax or Carbide)
Work piece
Center drill
Surface gage

Equipment : Power hacksaw

Lathe machine

Steps/Procedure:
The most common of holding the work piece when turning straight
diameter is between centers (Fig 69). In these methods, the center must
be aligned accurately.
The headstock center should also run true. To test if center are
accurately aligned, a light cut of suitable length may be taken from the
work piece and measure both ends as well as several points in between to
make the certain the diameter has the same size at the entire length.

Fig 69. Method of Turning Straight Diameter

Another method of holding the workpiece while performing straight

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turning is shown in Fig 70. Half of the entire length of the work piece is
protruded to allow machining. The work place is reversed after the first
half is finished turned.

Fig 70. Turning straight of a work piece held in chuck

Straight turning may be accomplished also when the work piece is held in
the collets, Fig. 71

Fig 71. Turning diameter of work piece held in a collet.

The work piece may be supported also with steady and follower rests
when turning straight diameters. Fig 72. This method is usually used
when the work piece is relatively longer.

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 Fig 71. Turning diameter of long work piece.

Assessment Method: Demonstration with oral questioning

Feedback:
After performing all the procedures, I found out that you did very
well. You’re competent congratulations!

Signature of Trainee Signature of trainer

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Performance Criteria Checklist 4.3-1

Candidates name: Samuelito Y. Pilapil

Assessors name: Christian Bob L. Yap

Assessment Center Zamboanga Peninsula Polytechnic State

University
Competency Standards: Machining NC II

Unit of Competency: Turn Workpice (Intermediate)

Instruction for the assessor:

 Observe the candidate conducting.

 Describe the assessment activity and the date on which it was
undertaken.
 Place a check in the box to show that the candidate completed
each aspect of the activity to the standards expected in the
enterprise.
 Ask the candidate a selection of the question from the attached
list to confirm his/her underpinning knowledge.
 Place a check on the box to show that the candidate answered
the question correctly.
 Complete the feedback section of the form.

Date of observation: January 18, 2022

Description of Institutional Assessment

assessment activity:
Location of assessment Zamboanga Peninsula Polytechnic State
activity: University

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 CRITERIA
If yes check the box
The Candidates Can……

1. Set of workpiece correctly.


2. Mount cutting tools properly.

3. Mount of follower rest.

4. Mount of collet chuck

5. Select appropriate speed effect

6. Observe safety precaution

Did the candidate’s overall performance  Yes  No
meet the standard

QUESTIONS
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Questions to probe the candidate’s underpinning Satisfactory response
knowledge

Extension/Reflection Questions Yes No

1. What is the purpose of straight turning?  

2. What part of lathe machine that holds the  
workpiece while performing a straight turning?
Safety Questions

1. Why you are needed to wear safety goggles?  

2. Are you allowed to wear gloves, rings, watches or  
loose clothing? Why
Infrequent Events

1. What will you do after doing all the procedure?  

2. When you can say that your output is in a good  
quality?
Rule and Regulations

1. What is the most important to do before you start  

to work?
2. Why is it that following the standard procedure  
are always recommended in having the
operation?
The candidate’s underpinning  Satisfactory  Not
knowledge was: Satisfactory

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Feedback to Candidate

After performing the Straight Turning operation and answering all the
questions, there were some points that your performance was not so good.
But still you did come up with satisfactory appraisal and meet the standards
needed in the certain competency. Base on the given criteria, your overall
performance is COMPETENT. Congratulations!

Candidate Date: January 18, 2022

signature:

Assessor signature: Date: January 18, 2022

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 WRITTEN TEST

Name:

Qualification: Machining NC II

Unit of Competency: Turn Workpiece (Intermediate)

Instruction: Read the questions carefully and in circle the letter of the
correct answer.

1. Which of the following machine is use when performing straight

turning operation
A. Milling C. Lathe
B. CNC D. All of the above

2. Producing a diameter which is uniform size throughout the entire

length of the cylindrical work piece.
A. Square Turning C. Rough Turning
B. Threading D. Straight Turning

3. The most common lathe machine operation.

A. Tapering C. Turning
B. Step turning D. Facing

4. Is an operation of machining the end of the work piece that is

perpendicular to the rotating axis
A. Grooving C. Facing
B. Chamfering D. Parting

5. The cutting tool axially follows the path with a predefined geometry.
A. Threading C. Turning
B. Chamfer turning D. Reaming

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 DEMONSTRAION

SPECIFIC INSTRUCTION FOR THE CANDIDATE

Qualification : MACHINING NC II

Project: STRAIGHT TURNING

Unit of Competency: TURN WORKPIECE (INTERMEDIATE)

Time Allotted: 1 HOUR

1. Given the necessary tools, material equipment and working

drawing you are required to perform straight turning according to
the specification in the drawing provided in 1hour.
2. Assessment id taken from the units of competency in the TR and
on the Evidence Plan and shall focus on the following evidences
gathering method below
 Written test
 Demonstration with oral questioning.
3. Allow the candidate to familiarize the resources to be used in the
assessment for 20 minutes.
4. Final assessment will be the responsibility of the accredited
assessor.
5. Your assessor will provide feedback of your performance at the end
of the assessment. The feedback shall indicate whether the
candidate is:

 COMPETENT

 NOT YET COMPETENT

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 ANSWER KEY
ORAL QUESTIONING

QUESTION WITH ANSWER SATISFACTORY

RESPONSE
THE CANDIDATE SHOULD ANSWER THE YES NO
FOLLOWING QUESTION
1. What is Straight Turning?
 Is the operation of producing a diameter which is
 
uniform in size through the entire length of a
cylindrical workpiece.
2. What is the main objective of turning?
 The main objective of turning is to reduce the
 
workpiece diameter to the desired dimension.
3. What is the purpose of wearing safety goggles?
 The purpose of wearing safety goggles is to
 
protect our eyes from the flying chip (small metal
debris).
4. When can you say that your output/product is in
good quality?
 
 Output/products are in good quality if it has
correct measurement and tools to be used,
presentable and pass the given standard.
5. Why is it that following the standard procedure
are always recommended in having any operation
 
 Following the standard procedure is always
recommended in having any operation in order to
come up with good result and high quality
products.

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 EVEDENCE PLAN

Competency
standard: MACHINING NC II

Unit of
competency: TURN WORKPIECE (INTERMEDIAT)

Ways in which evidence will be collected:

[tick the column]

Demonstration &
Observation &
Questioning

Questioning
Written test
The evidence must show that the trainee…
 Can perform straight turning operation 
 Measurement is correct and exact according to worksite
procedure.

 Work piece is repaired according to drawing
specification.

NOTE: *Critical aspects of competency

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 TABLE OF SPECIFICATION

Objectives/ Comprehens Applicatio

Knowledge # of items/
Content ion n Total % of test
area/Topics 25%
35% 40% number
of items
1. Can
perform
straight
turning 1 2 2 5 25%
according to
the
operation.

2. Can
perform
all types
of turning 2 1 2 25%
according 5
to the
operation

3. Set lathe
machine
according 2 2 1 40%
to the 5
operation.

TOTAL 5 5 5 100%
15
 

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 Date Developed: Document No.
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Templates for Inventory of Training Resources
Resources for presenting instruction

 Print Resources As per TR As per Remarks

Inventory

 Training Regulation 1 1

 CBC 1 1

 CBLM 1 1

 Progress Chart 1 1

 Achievement Chart 1 1

 Non Print Resources As per TR As per Remarks

Inventory

 Video clips

 Multi-media presentation

Resources for Skills practice of Competency #1

______________________________

 Supplies and Materials As per TR As per Remarks

Inventory

 Round Bar Purchase

 Tools As per TR As per Remarks
Inventory

 Vernier caliper 10 pcs. 10 pcs.

 Tool Bit 25 pcs. 25 pcs.
 Safety Goggles 25 pcs. 25 pcs.
 Apron

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  Equipment As per TR As per Remarks
Inventory

 Lathe Machine 2 pcs. 2 pcs.

 Power hacksaw
 Pedestal Grinder
 Work Table

Note: In the remarks section, remarks may include for repair, for
replenishment, for reproduction, for maintenance etc.

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 WORK-SHOP LAYOUT

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 Supervise Work-Based Learning

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…? YE NO
S
1.

2.

3.

4.

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CORE COMPETENCIES
CAN I…? YE NO
S

5.

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.

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Evidences/Proof of Current Competencies(Sample)

Form 1.2: Evidence of Current Competencies acquired related to

Job/Occupation

Current
Proof/Evidence Means of validating
competencies

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 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 (Sample)

Required Units of Current Training

Competency/Learning Competencies Gaps/Requirement
Outcomes based on CBC s
1.

Required Units of Current Training

Competency/Learning Competencies Gaps/Requirement
Outcomes based on CBC s
2.

3.

4.

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 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 (Sample)

Module
Gaps Title/Module of Duration (hours)
Instruction

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 TRAINING PLAN

Qualification: ____________________________

Trainees’ Training Training Mode of

Staff
Requirements Activity/Task Training

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 Technical Education and Skills Development Authority
___(your institution)___

TRAINEE’S RECORD BOOK

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 This Trainees’ Record Book (TRB) is intended to serve as
record of all accomplishment/task/activities while undergoing
training in the industry. It will eventually become evidence
that can be submitted for portfolio assessment and for
whatever purpose it will serve you. It is therefore important
that all its contents are viably entered by both the trainees
Trainee’s No._______________ and instructor.
The Trainees’ Record Book contains all the required
competencies in your chosen qualification. All you have to do
is to fill in the column “Task Required” and “Date
NAME: ___________________________________________________
Accomplished” with all the activities in accordance with the
training program and to be taken up in the school and with
QUALIFICATION: PLUMBING NC II_______ the guidance of the instructor. The instructor will likewise
indicate his/her remarks on the “Instructors Remarks”
column regarding the outcome of the task accomplished by
TRAINING DURATION :____________________________ the trainees. Be sure that the trainee will personally
accomplish the task and confirmed by the instructor.
It is of great importance that the content should be
TRAINER: __________________________________________________ written legibly on ink. Avoid any corrections or erasures and
maintain the cleanliness of this record.
This will be collected by your trainer and submit the
same to the Vocational Instruction Supervisor (VIS) and shall
form part of the permanent trainee’s document on file.

THANK YOU.

Instructions:
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 Date Developed: Document No.
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 __________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________

NOTES:

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Unit of Competency: 1 PREPARE PIPES FOR INSTALLATION

NC Level I
Learning Task/Activity Date Instructors
Outcome Required Accomplished Remarks
 Lay out
measurements Unit of Competency: 2 PERFORM MINOR CONSTRUCTION
 Cut pipe WORKS
within the
required
NC Level I
length and
according to Learning Task/Activity Date Instructors
job Outcome Required Accomplished Remarks
requirements
Perform
 Thread pipes
piping lay
in accordance
outs
with standard
Cut pipes
thread
through
engagement
walls and
floors
__________________ ___________________
Trainee’s Signature Trainer’s Signature ____________________ ______________________
Trainee’s Signature Trainer’s
Signature

Date Developed: Document No.

December 2021 Issued by:
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Metals and Engineering Technology
Christian Bob L. Yap
Revision # 01
 Date Developed: Document No.
December 2021 Issued by:
Date Revised:
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Developed by: ZPPSU Page
Metals and Engineering Technology
Christian Bob L. Yap
Revision # 01
Unit of Competency: 3 MAKE PIPING JOINTS AND
CONECTIONS

NC Level I
Learning Task/Activity Date Instructors
Outcome Required Accomplished Remarks
Unit of Competency: 4 PERFORM SINGLE UNIT PLUMBING
Fit-up INSTALLATION AND ASSEMBLES
joints and
fittings for
PVC pipe NC Level I
Perform
Learning Task/Activity Date Instructor
threaded
Outcome Required Accomplishe s Remarks
pipe joints
d
and
connections Prepare for
Caulk plumbing works
joints\ Install pipe and
_____________________ ______________________ fittings
Install hot and
Trainee’s Signature Trainer’s Signature
cold water supply
Install/assemble
plumbing fixtures

_____________________ ____________________
Trainee’s Signature Trainer’s Signature
Date Developed: Document No.
December 2021 Issued by:
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Metals and Engineering Technology
Christian Bob L. Yap
Revision # 01
 Trainee’s Signature Trainer’s Signature

Unit of Competency: 5 PERFORM PLUMBING REPAIR AND

MAINTENANCE WORKS

NC Level I
Learning Task/Activity Date Instructors
Outcome Required Accomplished Remarks
 Clear
clogged
pipes
clear
clogged
fixtures
______________________ ____________________
Date Developed: Document No.
December 2021 Issued by:
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Metals and Engineering Technology
Christian Bob L. Yap
Revision # 01
 TRAINEE’S PROGRESS SHEET

Name : JUAN DELA CRUZ Trainer :

Nominal
Qualification : Machining NC I :
Duration
Training Training Date Date Trainee’s Supervisor’s
Units of Competency Rating
Activity Duration Started Finished Initial 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

Date Developed: Document No.

December 2021 Issued by:
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Christian Bob L. Yap
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 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
General Average

Date Developed: Document No.

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Technology Christian Bob L.
Yap Revision # 01
 Facilitate Learning Session

Training Activity Matrix

Facilities/ Venue
Date &
Training Activity Trainee Tools 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/
       
Motivation
(Specific Activities (List down all Name of observation
 
of each Trainee for Facilities/Too Workstation s on the
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Technology Christian Bob L.
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 ls and
progress of
Equipment
each
needed for
trainee for
the day here)   the 1  
the day will
workstation
be written
and activities
here
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)

Date Developed: Document No.

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Technology Christian Bob L.
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 Date Developed: Document No.
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Engineering
Technology Christian Bob L.
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 Date Developed: Document No.
December 2021 Issued by:
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Technology Christian Bob L.
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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
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Technology Christian Bob L.
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 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

Date Developed: Document No.

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Engineering
Technology Christian Bob L.
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 Conclusion

7. Recommendation

Maintain Training Facilities

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Technology Christian Bob L.
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 Template #1
OPERATIONAL PROCEDURE
Equipment Type
Equipment Code
Location
Operation Procedure:

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 Template #2
HOUSEKEEPING SCHEDULE
Qualificat Station/
Welding (WAF)
ion Bldg
Area/
Section
In-Charge
Schedule for the 2nd Semester,
2011
Dai Eve Wee Ever Mon Rema
Responsi
ly ry kly y thly rks
ACTIVITIES ble
oth 15th
Person
er Day
Da
y
1. Clean and check
welding
equipment/
accessories from
dust and oil; dry
and properly
laid-out/
secured/stable
2. Clean and free
welding booths
and welding
positioners from
dust/rust
/gums, used Mig
wire stubs and
metal scraps
3. Clean and
arrange working
tables according
to floor plan/lay-
out; check
stability
4. Clean and check
floor, walls,
windows, ceilings
•
Date Developed: Document No.
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Engineering
Technology Christian Bob L.
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 graffiti/dust/r
ust
• cobwebs and
outdated/unne
cessary
objects/items
• obstructions
• any used
materials/scra
ps (slugs,
stubs) spilled
liquid
• open cracks
(floor)
5. Clean and check
work shop
ventilation and
illumination by
dusting
lamps/bulbs,
replacing non-
functional lamps
and keeping
exhaust clean
6. Clean and check
computer set -
monitor, CPU,
keyboards,
mouse – free,
unnecessary
markings, dust;
cables and plugs
are in order; well-
arranged; all
items functional
7. Clean, inspect
air conditioning
equipment:
• keep screen
and filter free

Date Developed: Document No.

December 2021 Issued by:
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Engineering
Technology Christian Bob L.
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 from dust/rust
• Check selector
knobs if in
normal
positions and
are functional
• Check if
drainage is OK
8. Clean, check
and maintain
Tool Room
• Free of dust,
not damp
• Tools in
appropriate
positions/locat
ions
• With visible
labels/signage
• Logbook and
forms are
complete, in
order and
updated
• Lights,
ventilation –
OK
10. Clean and
check Rest Room
• Urinals, bowls,
wash basins,
walls and
partitions are
free from
stains, dirt,
oils, graffiti
and
unnecessary
objects;

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Technology Christian Bob L.
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 • 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/dama
ged faucets or
pipes
• Drainage
system is
working, no
water-clogged
areas
• No offensive
odor
• Lights
/Ventilation –
OK
9. Clean and check
wash area:
• Walls/Floors- –
free from oils,
molds, broken
tiles, gums,
stains or
graffiti
• Drainage
system is
Date Developed: Document No.
December 2021 Issued by:
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Technology Christian Bob L.
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 functional
• Water system
functional; no
dripping
faucets or
leaking pipes
• Free from
unnecessary
objects (mops,
rags)
10. Clean and
maintain work
shop
surroundings by
sweeping/
removing fallen
leaves, branches,
debris and other
refuse,
impounded
water, clearing
pathways of
obstructions
11. Disposal of
waste materials
(Follow waste
segregation
system)
Template #3
GMAW WORKSHOP HOUSEKEEPING SCHEDULE
DAILY TASK YES NO
Dispose segregated waste; clean garbage cans
Sweep floors; if wet, wipe dry
Wipe and clean whiteboards
Clean and arrange working tables
Clean and check mounting of machines/equipment
Before leaving, collect stubs and other welding wastes.
WEEKLY TASK YES NO

Date Developed: Document No.

December 2021 Issued by:
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Engineering
Technology Christian Bob L.
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Clean posters, visual aids and update
accomplishment/Progress Charts
Clean bulbs/lamps/ceilings/walls
Clean/Wash of windows/glasses/mirrors
Clean and check tools, machines, supplies, materials
Sanitize garbage receptacles
Empty water collector; clean body of Water Dispenser
MONTHLY TASK YES NO
Conduct inventory
Clean and arrange tool room
Inspect electrical system; clean cables, wires
Clean instructional materials & modules; arrange and put in
order
Inspect and clean air-conditioning equipment filter; clean body

Template #4

Date Developed: Document No.

December 2021 Issued by:
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Technology Christian Bob L.
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 WELDING EQUIPMENT MAINTENANCE SCHEDULE*
8 HOURS 50 Hours 100 HOURS
•  •


Date Developed: Document No.

December 2021 Issued by:
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Technology Christian Bob L.
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 Template #5
EQUIPMENT MAINTENANCE SCHEDULE
EQUIPMENT TYPE
EQUIPMENT CODE
LOCATION
Schedule for the Month of March
ACTIVITIES MANPO Dai Ever Weekl Eve Mont Remark
WER ly y y ry hly s
Othe 15t
r h
Day Day
1. Check panel
board, and
circuit
breakers’
electrical
connections,
cables and
outlets
 Clean and
kept dry
 Parts are
well-
secured/atta
ched
 Properly
labeled
2. Check Mig
gun (nozzle,
contact tip,
diffuser) and
ground cable:
 Clean and
kept dry
 Parts are
well-
secured/
attached
 Inspect for
Date Developed: Document No.
December 2021 Issued by:
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Technology Christian Bob L.
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 damages
and replace
parts if
necessary
3. Check
adjustment
lever’s if
functional
(amperages/sp
eed); if not,
calibrate
4. Check Gas
cylinder outfit
for any
abnormality
 Gate valve
 Co2
regulator
 Gas hose
Fittings
 Fittings
5. Check/Clean
wire feeder
(rollers, wire
speed/spool
adjustment);
remove used
oil, dust; keep
dry.
6. Run the
equipment for
5 minutes and
observe for
unusual noise
or abnormal
operation; if
repair is
necessary,
send to
technician.

Date Developed: Document No.

December 2021 Issued by:
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Technology Christian Bob L.
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 Template #6

WORKSHOP INSPECTION CHECKLIST

Qualificatio
n
Area/
In-Charge
Section

YES NO INSPECTION ITEMS

1.
2.

3.
4.

5.
6.
7.
8.

9.

10.

11.

12.

Date Developed: Document No.

December 2021 Issued by:
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Technology Christian Bob L.
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Remarks:

Inspected by: Date:

Template #7
EQUIPMENT MAINTENANCE INSPECTION CHECKLIST
Equipment Type :
Property Code/Number :
Location :
YES NO INSPECTION ITEMS

Remarks:

Inspected by: Date:

Date Developed: Document No.

December 2021 Issued by:
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Technology Christian Bob L.
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