Unit of competency Outline

Date retreived
22/07/2026 4:00 PM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Identify customer requirements (on site)

Identify customer requirements (on site)

Unit of competency
National Code
LMTTF3001A
State Code
W7478
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
16/07/2011
State Implementation and Classification
Approved Date
24/10/2014
Field of Education
080501 - Sales
Original Release Date
24/10/2014
Nominal Hours
20
Description
This unit covers the skills and knowledge required to establish and document customer requirements on site with the customer.
Notes
Elements and Performance Criteria
1 Approach customer and initiate process
  • 1.1 Contact and rapport is established with the customer
  • 1.2 Personal identification is provided and purpose of visit confirmed
  • 1.3 Process for ascertaining customer's needs is explained
  • 1.4 Permission is obtained to inspect location, take measurements and gather relevant information
2 Obtain detailed information from customer
  • 2.1 Customer requirements are identified by gathering detailed information from customer
  • 2.2 Preliminary product information and options are presented and discussed with customer
  • 2.3 Customer requirements are documented
3 Conduct site inspection
  • 3.1 Ladders or steps are used in accordance with OHS practices where necessary
  • 3.2 Ladders, steps or bosun's chair are appropriately selected to enable inspection of site and taking of measurements
  • 3.3. Ladder or other device is secured and adequately supported
  • 3.4 Appropriate barriers and signs are erected when operator is overhead
  • 3.5 Assistance is used as necessary when working above ground or deck
  • 3.6 Safe anchor points for products or other relevant architectural or marine structural equipment are identified
  • 3.7 Measurements are taken and special features likely to affect installation of products or their performance in service are noted
  • 3.8 Results of inspection are recorded
  • 3.9 Items shifted or removed during the information gathering process are replaced
  • 3.10 Customer equipment used in the inspection process is returned
  • 3.11 Customer is notified when operator is leaving the site
RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the Performance Criteria, is detailed below. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs if the candidate, accessibility of the item, and local industry and regional contexts.
Legislative/regulatory requirements
All work must comply with relevant Federal and State or Territory legislative or regulatory requirements.
Customer requirements may include
types of materials
types of products and equipment
operating principles and mechanisms
costs
timelines
colours
size, dimensions, shape
delivery and installation dates
installation procedure to be followed
OHS practices
OHS practices must include hazard identification and control, risk assessment and implementation of risk reduction measures specific to the tasks described by this unit, and may include:
manual handling techniques
standard operating procedures
personal protective equipment
safe materials handling
taking of rest breaks
ergonomic arrangement of workplaces
following marked walkways
safe storage of equipment
housekeeping
reporting accidents and incidents
other OHS practices relevant to the job and enterprise
The Evidence Guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for the Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit
Demonstrates skills and knowledge to:
interpret work requirements
interpret specifications and instructions for products and materials offered to customers
conduct an inspection of the site to determine work requirements
arrange and adapt to work area, to enable inspection to be conducted safely and efficiently
document and communicate work related information; including measurements, specifications, customer details and requirements
comply with all relevant safety requirements including safe use of ladders, steps, measuring tools (including laser devices), and other equipment
Consistently applies skills and knowledge when:
organising work
completing tasks
identifying improvements
using workplace practices
using OHS practices
recording and reporting accidents and incidents
assessing operational readiness of equipment used and work processes
recognising and adapting to cultural differences in the workplace, including modes of behaviour and interactions
completing work systematically with attention to detail without damage to goods and equipment

Context and specific resources for assessment
Assessment may occur on the job or in an appropriately simulated environment and requires access to work areas, materials and equipment, and to information on workplace practices and OHS practices.

Guidance information for assessment
This unit may be assessed independently or in combination with other relevant units. However, it may be found convenient to assess it in conjunction with LMTTF2005A Translate information into measurements or diagrams.
Replaces
State Code National Code Title Type
E0963 LMTPDTF04AA Identify customer requirements (on site) Unit of competency
Replaced By
State Code National Code Title Type
BAU51 MSTTF3001 Identify client and site requirements for installation of fabricated textile products Unit of competency