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LG-ITINET0151A MAINTAIN EQUIPMENT AND CONSUMABLES

LEARNER GUIDE
MAINTAIN EQUIPMENT AND CONSUMABLES

Published by

HEART TRUST/NATIONAL TRAINING AGENCY

Produced by

Learning Management Services Department


Gordon Town Road
Kingston 7
Jamaica W.I.

This material is protected by copyright. Copying this material or any part of it by any means,
including digital or in any form is prohibited unless prior written permission is obtained from
the HEART Trust/NTA.

*** 2005 ***

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TABLE OF CONTENTS

PAGE

Introduction....................................................................................................................................1

Welcome ..............................................................................................................................1
This Competency Unit .........................................................................................................1
Before you start....................................................................................................................2
Planning your learning programme .....................................................................................2
Self-Assessment Checklist...................................................................................................3
How to use this Learner Guide ............................................................................................4
Using the Computer and Other Resources...........................................................................6
Method of Assessment.........................................................................................................6
Quality Assurance................................................................................................................6

Element 1: Clean disc drives and peripherals ............................................................................7

Self-Assessment Checklist.................................................................................................14

Element 2: Replace and maintain consumables and supplies.................................................15

Self-Assessment Checklist.................................................................................................18

Element 3: Maintain peripherals...............................................................................................19

Self-Assessment Checklist.................................................................................................21

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ITINET0151A
MAINTAIN EQUIPMENTAND
CONSUMABLES

INTRODUCTION

Welcome

Welcome to the Learner Guide for competency standard “Maintain Equipment and
Consumables”. This is just one of a number of Learner Guides produced for the Data
Operations Skills stream of the Information and Communication Industry, and is designed to
guide you, the learner, through a series of learning processes and activities that will enable you to
achieve the specified learning outcomes for the competency units.

The content of this guide was developed from the Competency Standard ITNET0151A, which is
one of the basic building blocks for the National Vocational Qualification of Jamaica (NVQJ)
certification within the industry. Please refer to your Learner’s Handbook for a thorough
explanation of standards and competencies, and how these relate to the NVQJ certification.

You are also advised to consult the Competency Standard for a better understanding of what is
required to master the competency.

This Competency Unit

“Maintain Equipment and Consumables” address the knowledge and skills requirements for
effectively maintaining equipment and consumables. There are three main areas or elements:

Element 1: Clean disc drives and peripherals

Element 2: Replace and maintain consumables and supplies

Element 3: Maintain peripherals

As you go through each element you will find critical information relating to each one. You are
advised to study them carefully so that you will be able to develop the necessary knowledge,
skills and attitudes for the maintaining equipment and consumables.

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Before you start

Before you start this Learner Guide, you need to:

a. Obtain a Learner’s Logbook. You will use it to record evidence of your new
skills/competence. As you demonstrate your new skills, record your activities and have your
learning facilitator sign off on them. This will allow you to provide evidence of your
competence when you are being assessed against the competency standard.

a. Ensure that you have access to the facilities and equipment necessary for learning.

b. Ensure that your learning resources are available.

c. Ensure that tools and equipment are safe, and that the correct safety equipment is used.

d. Plan your learning programme (see below)

e. Understand how to use this Learner Guide (see below)

Planning your learning programme

The self-assessment checklist on the following page will assist you in planning your training
programme as it will help you to think about the knowledge and skills needed to demonstrate
competency in this unit. As you go through checklist you will be able to find out what
competencies you have already mastered and which one you will need to pay more attention to
as you go through the learning process.

To complete the self-assessment checklist simply read the statements and tick the ‘Yes’ or ‘No’
box. You should do this exercise now.

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Self-Assessment Checklist
- Maintain equipment and consumables

Element 1 Clean disc drives and peripherals Yes No

1. I can access disc cleaning materials from stores in line with


organisational procedures ( ) ( )

2. I can access inventory systems and document events


according to organizational procedures ( ) ( )

3. I can clean discs/peripherals as recommended by manual in


accordance with vendor requirements and as required by the
organization ( ) ( )

Element 2 Replace and maintain consumables and supplies Yes No

1. I can access stock from stores and record information


according to organizational procedures ( ) ( )

2. I can access relevant manual according to guidelines and


procedures ( ) ( )

3. I can replace consumables promptly and with minimum


effect on other users ( ) ( )

4. I can test hardware to ensure it is in working order according


to established procedures ( ) ( )

Element 3 Maintain peripherals Yes No

1. I can determine equipment requiring maintenance accurately ( ) ( )

2. I can maintain equipment as required by organizational


guidelines ( ) ( )

3. I can document maintenance as required by organizational


guidelines ( ) ( )

4. I can store unused peripherals in line with vendor/manuals’


guidelines ( ) ( )

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How did you do?

If you ticked most of the ‘Yes’ boxes then you might not need to go through the entire guide.
Ask your learning facilitator to assist you in determining the most appropriate action for this
competency.

If you ticked few of the ‘Yes” boxes or none at all then you should work through all of the guide,
even though some of the material might be familiar to you.

Plan your learning based on answers. Be sure to involve your learning facilitator in the planning
process.

How to use this Learner Guide

This Learner Guide is designed to assist you in working and learning at your own pace. We
suggest that you:

• Go through the sections/elements as they are presented (starting at Section 1)

• Check your progress at each checkpoint to ensure that you have understood the material.

• Observe the icons and special graphics used throughout this guide to remind you of what you
have to do to enhance your learning. The icons and their meanings are as follows:

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Complete Assessment Exercise


This exercise requires you to think about the knowledge and
skills that you have or will develop in this competency unit.

Definition Box
Words/phrases are defined or explained in this box. The
words/phrases being explained are in bold print.

Checkpoint
This denotes a brain teaser and is used to check your
understanding of the materials presented. No answers are
provided for the questions asked.

Activity
This denotes something for you to do either alone or with the
assistance of your trainer/supervisor.

Reference
Points you to the reference materials and other support
documents or resources used in compiling the unit content.

• Ask your learning facilitator for help if you have any problems with the interpretation of the
contents, the procedures, or the availability of resources.

• Complete each activity as you come to it. If the activity requires you to perform an actual
task, be sure to tell your learning facilitator when you get to that activity so that he/she can
make arrangements, if necessary.

• Get your learning facilitator to sign and date the Learner’s Logbook when you have
completed an activity.

• Complete the self-assessment checklist at the end of each section or element

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When you have worked through all elements of the guide, and when you can tick every ‘Yes’
box, you are ready for assessment and may ask your learning facilitator to assist you in making
the arrangements to have your performance assessed.

Using the Computer and Other Resources

Where your activities refer you to the library, computer and Internet resources, ask your learning
facilitator to assist you with locating these resources. If you are getting your training in an
institution, there may be a library and computer laboratory. If this is not the case, visit the local
library and find out what resources are available.

If you are new to the computer and the Internet, someone should be able to show you how to use
these resources.

Please note that in many of your activities you have been referred to information on the Internet.
This is because the Internet has a vast amount of information that can help you in acquiring the
particular competencies. We would like to advise you, however, that we cannot guarantee that all
the sites will be available when you need them. If this happens, ask your learning facilitator to
assist you with locating other sites that have the information you require.

Method of Assessment

Competency will be assessed while work is being undertaken under direct supervision with
regular checks, but may include some autonomy when working as a team. You are advised to
consult the associated competency standard for further details relating to the assessment
strategies.

Quality Assurance

A feedback form is included at the back of each learner guide, so all users are given the
opportunity to document any concerns which they may have in regard to any aspect of the guide.
Such feedback will assist in the review of the guide. Users are encouraged to complete the form
and send it to the address given.

You may now start your learning. Have fun while you work!

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ELEMENT 1: CLEAN DISC DRIVES AND PERIPHERALS

LEARNING OUTCOMES

As you go through this element you will acquire the knowledge, skills and attitudes required to
clean disc drives and peripherals. Your learning facilitator is there to assist you through the
various activities, so that on completion you should be able to:

1. Access disc cleaning materials from stores in line with organisational procedures.
2. Access inventory systems and document events according to organisational procedures
3. Clean discs/peripherals as recommended by manual in accordance with vendor
requirements, and as required by the organization.

MAINTENANCE

Maintenance - refers to rectifying


faults and changing settings or
components to ensure that equipment
continues to work effectively.

Maintenance can be:

• Routine such as when a device or its components is serviced as matter of course.


Procedures such as adding paper to the printer tray, cleaning the ink jet cartridges,
aligning the print heads or changing toner cartridges are some examples of routine
maintenance.
• Non-routine such as when a device or its components are serviced to rectify a specific
fault. Procedures such as replacing a faulty floppy disk drive or adding extra RAM to a
poorly performing computer are some examples of non-routine maintenance.
• Preventative such as scheduled repair or component replacement to keep them in
optimum working condition. Procedures such as cleaning the keyboard, monitor, mouse,
printers and floppy disks are some examples of preventative maintenance.

Based on the definitions above you will appreciate how important it is to maintain the operations
of basic hardware (equipment) and replace consumables.

Hardware components may include but are not limited to:


• Personal computers
• Network systems
• Personal organizers
• Communication equipment

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One of the consequences of omitting regular maintenance is to invite a build up of dust and dirt.
This leads to problems such as:

• Keyboard keys sticking


• Mouse skipping or erratic behaviour
• Printer, fax and photocopier jamming
• Card readers failing to read
• Power supply failure

Routine or preventative maintenance ensures that the computer equipment will remain in good
working order thereby reducing unnecessary service calls and loss of productivity.

Maintaining your computer

Keeping your computer in the best condition does more than give you room for more files.
Unfortunately just deleting unused files isn’t enough to keep your computer happy.

With routine and simple maintenance, your computer will be faster and more reliable. Keeping
your computer in prime condition requires routine maintenance. Regular scanning and
defragmenting of your computer is good for your hard drive.

If you have a computer, you have dust. Some computers have


more dust than others; this depends on the environment.
Computers used by smokers tend to gather more dust.

The best way to keep your computer free of dust is to use a can of
compressed air, open your computer’s case, and start spraying. It
is advisable to do this outdoors. You may want to pick out any
larger “clumps” before you start spraying. Doing this once or twice
a year can prolong the life of your computer.

Make sure you pay special attention to various fans in the computer
as these cool it. You do not need to remove or disassemble
anything.

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CHECKPOINT

• Can you define maintenance?


• Can you distinguish between routine, non-routine and
preventative maintenance?
• What are the consequences of not maintaining your
equipment?

ACTIVITY

Working in groups, choose an information technology organisation


that you have studied or worked in and complete the following
questions:

a. How does the organization maintain its own or its


clients’ equipment? (This is asking you to categorize
its maintenance programme with reference to what
you just learnt.
b. Who is responsible for carrying out this maintenance?

Where applicable, share your findings with your colleagues and


learning facilitator.

Refer to: Pfaffenberger, Bryan (2004). Computers in your future, Pearson, Upper
Saddle River (USA)
http://www.computerclean.com.au/advantages.htm retrieved 20/3/05

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ACCESS DISC CLEANING MATERIALS FROM STORES

To ensure that the cleaning resources required at a critical time are available and in good
condition, it is often necessary for the information technology section to manage the ordering
and storage of cleaning materials such as:

• Pressurized air duster


• Anti-static cleaner
• Cleaning cartridges
• Lint-free cloth
• Non-streaking screen cleaner

Some maintenance activities also require the use of cleaning equipment. These may include, but
are not limited to:

• Vacuum
• Voltage meter
• Maintenance kit for laser printer
• Brush

Whatever the nature of the maintenance to be undertaken, you first need to identify the materials
required and access them from stores according to the organization’s procedures. Accessing
cleaning materials may be a simple or complex procedure depending on the nature of the
organization. For example, many organizations use stock requisition forms which are
completed by the person needing the stock. These forms are then countersigned by the
supervisor and passed over to the storekeeper, who will arrange for the items to be taken from
the storeroom.

Your responsibility is to find out the procedures that you are expected to follow.

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CHECKPOINT

Can you compile a list of disc cleaning materials that should be


available in the organization’s stores?

Refer to: Lucas, John (2002). Health and Safety with Computers 4th Edition,
Prentice Hall

ACCESS INVENTORY SYSTEMS AND DOCUMENT EVENTS

Inventory - A record of items in stock.


This is used to track consumables or to
accurately describe devices.

In an IT organization inventory is likely to be computerized. If you have access to those files it


will be possible for you to check the stock levels to see if the cleaning materials or consumables
that you require are available. Your organization may operate one of the following systems:

Perpetual Inventory System

This system enables the availability of the balance of stock on hand at any point in time because
a continuous record of additions to, and reductions from inventory is maintained. The perpetual
inventory system can be computer based and is easier, less costly and effective for monitoring
stock.

Periodic Inventory System

Costs of inventory used and balances on hand are computed periodically such as at the end of a
month or year. The main objective of the periodic inventory system is to determine the quantity
of stock on hand at a particular point in time.

In documenting events, be sure to:

• Record description/code of item received or issued


• Record the date and quantity received and issued
• Record/calculate the balance e.g. opening inventory + receipts – issues = closing
inventory

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• Count stock (physical inventory) and compare with inventory records


• Record adjustments to correct inventory records
• Prepare reports to summarize inventory balances
• Submit reports to management as required

NOTE: These are just guidelines. The rule of thumb is to follow organisational procedures.

Refer to: Vermaat, Shelly, Cashman (2002) Discovering computers, Course


Technology

CLEAN DISCS/PERIPHERALS AS RECOMMENDED BY MANUAL

Cleaning keyboards, discs, screens and other peripherals is a standard housekeeping function;
and guidelines or instructions are usually included with the operational and technical manuals for
each piece of equipment. The manual also recommends a maintenance schedule and a failure to
follow this recommendation runs the risk of system malfunction. This can be detrimental to all
concerned.

Peripherals that require cleaning include:

• Printers
• Scanners
• Tape cartridges
• Multimedia kits
• Speakers
• Keyboard
• Mouse
• Touch Pad
• Pens

Computer equipment is sold with manuals that advise the purchaser about maintenance.
Therefore, your first point of reference when cleaning discs/peripherals is the manual.
Nevertheless, here are some common recommendations for cleaning discs/peripherals:

• Keyboard. Turn it upside down and gently tap the bottom


• Monitors. Use a damp cloth
• Mouse. Turn upside down, remove the panel, clean the tracking ball and the rollers
inside. If you have a laser make sure that the light is clear, free of dirt or blockage.
• Printers. Clear out paper jams, change cartridges and clean. Most printers have a print
head cleaning function or you can use a print head cleaning kit.

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TIP! Make sure that you read the manufacturer's instructions before you perform any
maintenance and that you follow your organization’s procedures. This will safeguard against
loss and damage to equipment due to inappropriate use of cleaning fluid or methods.

CHECKPOINT

• Can you describe the OH & S issues associated with servicing


printers?
• What are the symptoms that may indicate your floppy drive heads
are dirty?

ACTIVITY

Under the watchful eyes of your learning facilitator, clean the


following devices:

• Keyboard
• Mouse
• Monitor
• Printer

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READY TO PROVE YOUR COMPETENCE?

Now that you have completed this element, check whether you have fully grasped all the
components by doing the following self-assessment:

Checklist 1 Yes No

1. I know how to access disc-cleaning materials from stores in


line with organizational procedures ( ) ( )

2. I understand how to access inventory systems and document


events according to organizational procedures ( ) ( )

3. I know how to clean discs/peripherals as recommended by


manual in accordance with vendor requirements and as
required by organisation ( ) ( )

Checklist 2 Yes No

1. Disc cleaning materials are accessed from stores in line with


organizational procedures ( ) ( )

2. Inventory systems are accessed and events are documented


according to organizational procedures ( ) ( )

3. Discs/peripherals are cleaned as recommended by manual, in


accordance with vendor requirements and as required by
organisation ( ) ( )

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ELEMENT 2: REPLACE AND MAINTAIN CONSUMABLES AND SUPPLIES

LEARNING OUTCOMES

As you go through this element you will acquire the necessary knowledge, skills and attitudes
required to replace and maintain consumables and supplies. Your learning facilitator is there to
assist you through the various activities, so that on completion you should be able to:

1. Access stock from store and record information according to organisational procedures
2. Access relevant manual according to organisational guidelines and procedures.
3. Replace consumables promptly with minimum effect on other users
4. Test hardware to ensure it is in working order according to established procedures.

ACCESS STOCK FROM STORE AND RECORD INFORMATION

Note to the Learner: The information presented in Element one is applicable for this learning
outcome. The procedures would be the same whether you are accessing cleaning materials or
consumables and supplies.

ACCESS RELEVANT MANUAL ACCORDING TO GUIDELINES AND PROCEDURES

Ensure that you refer to the relevant manual or technical documentation when replacing and
maintaining consumables and supplies such as:

• Floppy disks
• Zip disks
• CDs
• Ribbons
• Toner
• Paper

As noted in the previous element, failure to follow the recommended procedures can jeopardize
the functioning of the system which might be costly to repair.

REMINDER! Follow organizational guidelines and procedures.

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REPLACE CONSUMABLES

Consumables must be replaced promptly and with minimum effect on other users. For this to
happen, adequate stocks must be in the stores and the user should be trained to replace them as
required. Failure to replace consumables promptly can lead to loss of productivity and to
frustration on the part of the user.

CHECKPOINT

Which consumables require frequent replacement?

ACTIVITY

Ask your learning facilitator to provide you with an opportunity to


replace a printer cartridge in an ink jet printer that uses a colour
cartridge and a black cartridge.

TEST HARDWARE TO ENSURE WORKING ORDER

When replacing hardware, test it to verify it is working properly and then apply further tests
periodically to ensure continued effective functioning.

You should be mindful of the following:

• Where new equipment is not tested for critical functions before being used, it can lead to
failure and hence damage to both data and other linked systems. Therefore, you must
ensure that all new installations are thoroughly tested after initial set up and prior to live
use. All such tests should be in accordance with a documented test plan.

NOTE: Inadequate testing can threaten the integrity and availability of your data

• Check the test outputs to confirm the results. Ensure that all key components, e.g. hard
disk subsystems are included in the tests.
• Devices that are known to degrade with time, e.g. printers, should be tested periodically.

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• When testing, ensure that the test plan simulates realistic work patterns. When testing is
not done in a manner that does not simulate live conditions, the results of such tests
cannot be relied on.
• Poor security procedures during equipment testing can compromise the confidentiality of
your data. Therefore, Non Disclosure Agreements should be obtained from all third party
staff involved in testing the equipment.
• Verify that the required security configuration and safeguards have been implemented for
the new hardware.

TIP! If live data is used in the testing process for the new hardware, ensure that it is closely
controlled.

Best Practise TIP! Follow organizational procedures

CAUTION: Damage to equipment must be reported as soon as it is discovered. Repair any


damaged equipment that affects your Information Security without delay as you could possibly
lose valuable items and information through any weak links.

CHECKPOINT

After installing a new word processing application on a client's


computer the printer will not print. You suspect the printer driver has
a fault. Can you describe what you would do?

ACTIVITY

Working in collaboration with your learning facilitator, identify and


replace a printer or other easily accessible printer. Attempt this
activity in an environment where quick action is crucial.

Refer to: Mitch, Lynn (2000). Hardware Devices, Prentice Hall

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READY TO PROVE YOUR COMPETENCE?

Now that you have completed this element, check whether you have fully grasped all the
components by doing the following self-assessment:

Checklist 1 Yes No

1. I know how to access stock from store and record


information according to organizational procedures ( ) ( )

2. I know how to access relevant manuals according to


guidelines and procedures ( ) ( )

3. I know how to replace consumables promptly and with


minimum effect on other users ( ) ( )

4. I know how to test hardware to ensure it is in working order,


according to established procedures ( ) ( )

Checklist 2 Yes No

1. Stock is accessed from store and information is recorded


according to organizational procedures ( ) ( )

2. Relevant manual is accessed according to guidelines and


procedures ( ) ( )

3. Consumables are replaced promptly and with minimum


effect on other users ( ) ( )

4. Hardware is tested to ensure it is in working order according


to established procedures ( ) ( )

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ELEMENT 3: MAINTAIN PERIPHERALS

LEARNING OUTCOMES

As you go through this element you will acquire the knowledge, skills and attitudes required to
maintain peripherals. Your learning facilitator is there to assist you with the various activities, so
that on completion you should be able to:
1. Determine equipment requiring maintenance
2. Maintain equipment as required by organization
3. Document maintenance as required
4. Store unused peripherals in line with vendor/manuals’ guidelines.

DETERMINE EQUIPMENT REQUIRING MAINTENANCE

A properly run organization will have a maintenance schedule for all of its equipment. This
schedule would have key information that would allow you to readily identify those pieces of
equipment that require servicing at a particular time. You will find that not all equipment will be
serviced at the same time primarily because some are newer than others. Your best choice then,
is to refer to the maintenance schedule.

ACTIVITY

If possible, visit an organization or check your organization and ask


to see their maintenance schedule. Develop a maintenance schedule
for the organization to which you are affiliated.

MAINTAIN EQUIPMENT AND DOUMENT MAINTENANCE AS REQUIRED

Each piece of equipment will have its own maintenance requirement which you must follow.
Additionally, your organization may also have specific guidelines for you to follow. Once
maintenance is completed you should complete a maintenance log book or its equivalent,
according to what your organization requires.

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Other basic maintenance you can do:

• Dust inside your computer


• Do all work on the local hard drive. Copy work that originated on network drives and
removable disks onto your hard drive and work on them there; copy back to the source when
you are done.
• Shut down properly
• Organize data files
• Archive old things and delete temporary or outdated files for the hard drive
• Check for disk errors
• Empty the following subdirectories frequently:
C:\temp;
C:\windows\temp;
C:\program files\netscape\users\(your name)\cache

Refer to: Maintaining Your Computer @


http://www.gsd.harvard.edu/inside/computer_resources/manual/your_computer/maintain.htm
retrieved 20/3/05

STORE UNUSED PERIPHERALS IN LINE WITH VENDOR/MANUALS GUIDELINES

Unused peripherals require correct storage to ensure that they will be usable when required. They
should be stored in a clean, dry area in the position that the manufacturer recommends.

ACTIVITY

1. Visit a computer supplies warehouse and make notes of how they


store their stock.

2. Write a report, summarizing the following procedures carried out


on a typical networked workstation and printer which are in use
over the full working day. Base your answer on your workplace
or your learning institution’s computers.

a. routine maintenance (such as cleaning mouse rollers)


b. common maintenance problems (replace printer cartridge)
c. problem solving techniques used (such as file will not
open in the application used to create it)
d. Documentation of maintenance carried out

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READY TO PROVE YOUR COMPETENCE?

Now that you have completed this element, check whether you have fully grasped all the
components by doing the following self-assessment:

Checklist 1 Yes No

1. I know how to determine equipment requiring maintenance


accurately ( ) ( )

2. I can maintain equipment as required by organization


guidelines ( ) ( )

3. I know how to document maintenance as required by


organization guidelines ( ) ( )

4. I know how to store unused peripherals in line with


vendor/manuals’ guidelines ( ) ( )

Checklist 2 Yes No

1. Equipment requiring maintenance is determined accurately ( ) ( )

2. Equipment is maintained as required by organization


guidelines ( ) ( )

3. Maintenance is documented as required by organization


guidelines ( ) ( )

4. Unused peripherals are stored in line with vendor/manuals’


guidelines ( ) ( )

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Learning Management Services Department
Learning Resources Development Unit
Learner Guide Feedback Form

Your feedback on the Learner Guides is important to us. Please complete the
form below to indicate areas for review as you see necessary. For each
component tick [√ ] the appropriate column.

Learner Guide Title:

Learner Guide Code:

LEARNER GUIDE INVESTIGATION


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[ ] Self Assessment Checklist
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Details of Concern:

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[ ] Learner [ ] Instructor Institution: _______

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Please cut along the dotted line and submit to:

Learning Resources Development Unit, Learning Management Services Department


Gordon Town Road, Kingston 6. Tel: 977-1700-5; Fax: 977-1115/977-1707

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