COMPETENCY BASED LEARNING MATERIAL

Sector: AUTOMOTIVE / LAND TRANSPORT

Qualification DRIVING NC II

Unit of Competency: USE AND APPLY LUBRICANTS/COOLANT

Module Title: USING AND APPLYING LUBRICANTS/ COOLANT

Technical Education and Skills Development Authority

ISABELA SCHOOL OF ARTS AND TRADES
I LAGAN, ISABELA
 LIST OF COMPETENCIES

NO UNIT OF MODULE TITLE CODE

COMPETENCIES
1 Apply Appropriate Apply Appropriate ALT723201
Sealant/Adhesive Sealant/Adhesive

2 Move and Position Vehicle Move and Position Vehicle ALT723202

3 Perform Mensuration and Perform Mensuration and ALT311202

Calculation Calculation

4 Read, Interpret and Apply Read, Interpret and Apply ALT723203

Specifications and Manuals Specifications and Manuals

5 Use and Apply Use and Apply ALT723204

Lubricant/Coolant Lubricant/Coolant

6 Perform Shop Maintenance Perform Shop Maintenance ALT723205

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 HOW TO USE THIS COMPETENCY–BASED LEARNING MODULE

Welcome to the Module Using and Applying Lubricant and CoolantThis module contains
training materials and activities for you to complete.

This unit of competency Using and Applying Lubricant and Coolantcontains the knowledge,
skills and attitudes required in Automotive Servicing.

You are required to go through series of learning activities in order to complete each learning
outcome of the module. In each learning outcome there are Information Sheets. Resource Sheets
and Reference Materials for further reading to help you better understand the required activities.
Follow these activities on your own and answer the self-check at the end of each learning
outcome. Get the answer key from your instructor and check your work honestly. If you have
questions, please don’t hesitate to ask your facilitator for assistance.

Recognition to Prior Learning (RPL)

You may already have some or most of the knowledge and skills covered in this module because
you have:

 been working for sometime

 already completed training in this area

If you can demonstrate to your trainer that you are competent in a particular skill or skills, talk to
him/her about having them formally recognized so you won’t have to do the same training again.
If you have qualifications or Certificates of Competency from previous trainings, show them to your
trainer. If the skills you acquired are still relevant to this module, they may become part of the
evidence you can present for RPL.

At the end of this learning material is a Learner’s Diary, use this diary to record important dates,
jobs undertaken and other workplace events that will assist you in providing further details to your
trainer or assessors. A Record of Achievement is also provided for your trainer to complete once
you completed the module.

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This learning material was prepared to help you achieve the required competency in Moving and
Positioning Vehicle. This will be the source of information for you to acquire the knowledge and
skills in this particular trade independently and at your own pace with minimum supervision or help
from your instructor.

In doing the activities to complete the requirements of this module, please be guided with the
following:

 Talk to your trainer and agree on how you will both organize the training under this module.
Read through the module carefully. It is divided into sections which cover all the skills and
knowledge you need to successfully complete.

 Work through all information and complete the activities in each section. Read the
information sheets and complete the self-checks provided. Suggested references are
included to supplement the materials provided in this module.

 Most probably your trainer will also be your supervisor or manager. He/ She is there to
support you and show you the correct way to do things. Ask for help.

 Your trainer will tell you the important things you need to consider when you are completing
the activities and it is important that you listen and take notes.

 You will be given plenty of opportunities to ask questions and practice on the job. Make
sure you practice your new skills during the regular work shifts. This way you will improve
both your speed and memory and also your confidence.

 Talk to more experienced work mates and ask for their guidance.

 Use self–check questions at the end of each section to test your own progress.

 When you are ready, ask you trainer to watch you perform the activities outlined in this
module.

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  As you work through the activities, ask for written feedbacks on your progress. Your trainer
keeps feedbacks/pre-assessment reports for this reason. When you have completed this
learning material and feel confident that you have had sufficient knowledge and skills, your
trainer will arrange on appointment with a registered assessor to assess you. The results
of the assessment will be recorded in your Competency Achievement Record.

MODULE CONTENT

QUALIFICATION : AUTOMOTIVE SERVICING

UNIT OF COMPETENCY: : USE AND APPLY LUBRICANTS/COOLANT

MODULE TITLE: USING AND APPLYING LUBRICANTS/ COOLANT

INTRODUCTION:
This module contains information and practices in using and applying lubricants. It
includes information about lubricating system, procedure in overhauling, inspecting oil pump and
charging oil and oil filter. It explain coolant circulation, checking thermostat condition, performing
leakage test , repairing/replacing water pump and applying coolant additives.
Trainees in Automotive Servicing should posses an instinct of willingness to undergo fifteen
competencies especially in using and applying lubricants/coolants, as to answer correct urgent
demand of many industries. This module aims to provide world class automotive electricians as it
is demanded by its sector, Automotive Land Transport.
NOMINAL DURATION:
LEARNING OUTCOMES

After completing this module, you should be able to:

1. Identify types of lubricants/coolant
2. Use and apply lubricants/coolant
3. Perform housekeeping activities

ASSESSMENT CRITERIA:

After completion of the lessons on this module student must be able to:
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  Correct information on lubrication schedule is accessed and interpreted from
appropriate.
 Type and quantity of lubricants/coolants is identified as per job requirements.
 Correct procedure for change of lubricant is identified following manufacturer’s
specification or manual.
 Correct tools and equipment are selected and used in line with job requirements.
 Existing lubricant is removed and replaced with specified types and quantity of new
materials in line with manufacturer’s specification.
 Safe procedure and use of PPE is observed when removing or replacing lubricant.
 Used lubricants are disposed in accordance with environmental guidelines.
 Work is checked in line with company SOP.
 Tools, equipment and materials are properly stored as per company SOP.
 Workplace is free from waste materials.

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 LEARNING OUTCOME #1 Identify types of lubricants/coolant

CONTENTS:
1. Lubrication schedules
2. Uses of coolants
3. Properties of lubricant and coolant
4. Types of lubricant and application
5. Hazards associated with lubricants.

ASSESSMENT CRITERIA:
The learning outcome stated above is attained if you can demonstrate
the following:
1. Correct information on lubrication schedule accessed and interpreted.
2. Appropriate type of coolant is used as per specifications.
3. Type and quantity of lubricant identified and applied as per job requirements

CONDITIONS: Students /trainees must be provided with the following:

1. Supplies /materials
- Engine oil
- Gear oil
- Coolant /water
2. Instructional materials
- reference books
- periodic maintenance
- lubricating schedule
- learning guides
- modules,
3. CDs, VHS tapes, transparencies.instructional materials
- reference books
- learning guides
- modules,
- CDs, VHS tapes, transparencies.
METHODOLOGY:
1. Lecture/demonstration
2. Dualized
3. Distance learning
ASSESSMENT METHODS:Written /oral examinations
1. Direct observation
2. Project method
3. Interview
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 LEARNING EXPERIENCES

 LEARNING OUTCOME NO. 1: Prepare vehicle for driving.

Learning Activities Special Instruction

Read: Information Sheet 5.1-1  If you have some problem on the

identify types of lubricants/coolant content of the information sheet,
don’t hesitate to approach your
facilitator.
 If you feel that you are now
knowledgeable on the content of the
Answer Self Check No. 5.1-1
information sheet, you can now
identify types of lubricants/coolant answer self-check provided in the
module.
 Compare your answer to the key 5.1-1
identify types of lubricants/coolant
 . If you got 100% correct answer on
the self-check, you can now move to
the next information sheet. If not
review the information sheet and go
over the self-check again.

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 INFORMATION SHEET #. 5.1-1
IDENTIFYNG TYPES OF LUBRICANTS/COOLANT
Objectives:

After completion of this competency trainees will be able to:

1. identify types of lubricants/coolant

2. Use and apply
1. Conduct observation and test

Introduction:
This module contains information and practices in using and applying
lubricants. It includes information about lubricating system, procedure in
overhauling, inspecting oil pump and charging oil and oil filter. It explain
coolant circulation, checking thermostat condition, performing leakage test ,
repairing/replacing water pump and applying coolant additives.
Trainees in Automotive Servicing should posses an instinct of
willingness to undergo fifteen competencies especially in using and applying
lubricants/coolants, as to answer correct urgent demand of many industries.
This module aims to provide world class automotive electricians as it is
demanded by its sector, Automotive Land Transport.

Purpose of Identifying Types of Lubricants/Coolant

To know the importance of identifying the types of lubricants/coolant as it is required by the

manufacturer’s and to provide scientific solution to answer the needs of vehicles users and service
technicians as well as the students.
In connection to this approach technicians and trainees must follow the standard and
adores self actualization behaviors towards identifying types of lubricants/coolant and strictly
follow procedures given by the manufacturer’s including the summary of experiences gathered
from previous troubles in that particular unit of competencies and proper observing occupational
health standard and safety.
Elements of Identifying Types of Lubricants/Coolant
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 1. Understanding of the signs and symbols including the acronyms
2. Read and interpret service manuals
3. Knowledgeable in using engine oil
4. Detect leakage

SELF CHECK # 5.1-1

IDENTIFYNG TYPES OF LUBRICANTS/COOLANT

Select the best answer for each question.

1. A ___________ is being supplied by the industry.

A. Book C. Manual
B. Materials D. Equipment

2. Responsible in providing manuals is ____________.

A. Trainer C. Industry
B. Trainee D. Supervisor

3. ____________ supplies lubricating oil to all moving parts in the engine.

A. Lubricating system C. Oil pump
B. Coolants D. Oil galleries

4. ____________ prevents the oil from getting too hot.

A. Oil cooler C. Radiator
B. Coolant D. Oil pan

5. _____________ a filter which removes impurities from the oil passing through it.
A. Oil filter C. Oil pump
B. Oil pan D. Water pump

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 Answers Key 5.1-1

IDENTIFYNG TYPES OF LUBRICANTS/COOLANT

1. C. Manual
2. C. Industry
3. A. Lubricating System
4. A. Oil Cooler
5. A. Oil filter

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 TASKSHEET 5.1-1
Draining the Engine Oil

Performance Objectives:
The students/trainees will be able to:
 Operate a car lifter
 Positioned the car in a lifter
 Drained engine oil

STEPS:
1. Raise the vehicle on a lift.
2. Place a drain-oil container in position. Look at the figure. Then
3. Remove the drain plug from the oil pan. After oil drains,
4. Install the plug and lower the vehicle.
5. Add the proper amount of the specified oil on a cold engine, some recommendations are
to disable the ignition or fuel delivery and crank the engine until the oil light goes out.
Then start the engine and check for leaks.

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 Figure 1

Changing Engine Oil

CAUTION!

Used engine oil may be toxic and should not be handled carelessly. Avoid prolonged and
repeated contact with the skin. Wash off used oil with soap and water or with a waterless hand
cleaner. Remove and launder oil-soaked clothing when repeated or prolonged skin contact with
used engine oil is likely.

Tools / Equipment
 Oil container
 Funnel
 Lifter
 Engine mock-up if necessary
 Vehicle
Supplies:
 Oil
 Rags
 Soap
 Floor mat
Reference:
1. CBLM
2. Manual

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 Performance Checklist 5.1-1

Performance Level
Performance Standard
Yes No

Raise the vehicle on a lift.

Place a drain-oil container in position. Look

at the figure. Then
Remove the drain plug from the oil pan.
After oil drains,
Install the plug and lower the vehicle.

Add the proper amount of the specified oil on

a cold engine, some recommendations are to
disable the ignition or fuel delivery and crank
the engine until the oil light goes out. Then
start the engine and check for leaks.

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 TASKSHEET 5.1-2

DETERMINING THE TYPES OF LUBRICANTS/COOLANT

Performance Objectives:
After reading and studying the types of lubricants/coolant the
students/trainees will be able to determine:
1. Proper viscosity
2. Viscosity index
3. Viscosity numbers
4. Multiple-viscosity oil
5. Resistance to carbon formation and oil oxidation
6. Corrosion and rust inhibitors
7. Foaming resistance
8. Detergent-dispersants
9. Extreme-pressure resistance
10. Energy-conserving oils
11. Synthetic oil
Operations of Cooling System
Cooling system uses five basic parts of to do its job of controlling engine
temperature.

1. Water jackets
2. Water pump
3. Thermostat
4. Radiator
5. Fan

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 PERFORMANCE CHECKLIST 5.1-2

Performance Level
Performance Standard
Yes No

Identify types of oils to be used

Know the oil viscosity

Identify the characteristic of oils and coolant

Average Ratings

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LEARNING OUTCOME #2 Use and apply lubricants/coolant
CONTENTS:
1. Lubricating schedule
2. Hazards associated with lubricant
3. Lubrication procedure
4. Techniques in handling lubricants
5. Personal safety procedures
6. Use and care of tools and equipment
ASSESSMENT CRITERIA:
The learning outcome stated above is attained if you can demonstrate
the following:
1. Correct procedure in changing oil identified.
2. Correct tools and equipment selected and used.
3. Existing lubricant removed and replaced with specified type and quantity.
4. Personal safety practices observed.
5. Used lubricant disposed in accordance with environment
CONDITIONS: Students /trainees must be provided with the following:
1. Equipment/Tools/ instruments
- Vehicle
- engine
- Set of wrenches
- Oiler
- Apron gloves
- Safety shoes
- Goggles
- Grease gun
1. Supplies /materials
- Engine oil
- Grease
- Gear oil
- Power steering fluid
- Radiator coolant
3. instructional materials
- reference books
- periodic maintenance manual
- service manual
- learning guides
- modules,
- CDs, VHS tapes, transparencies.
METHODOLOGY:
1. Lecture/demonstration
2. Dualized
3. Distance learning
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ASSESSMENT METHODS:Written /oral examinations
1. Direct observation
2. Project method
3. Interview

LEARNING EXPERIENCES

1. LEARNING OUTCOME NO. 2: Use and apply lubricants/coolant

Learning Activities Special Instruction

Perform task sheet 5.2-1  If you have some problem on the

Using and applying lubricants/coolant
Answer Self Check No. 5.2-1
Using and applying lubricants/coolant
Perform, operation sheet 5.2-1 Removing oil
filter
content of the information sheet,
don’t hesitate to approach your
facilitator.
 If you feel that you are now
knowledgeable on the content of the
information sheet, you can now
answer self-check provided in the
module.
Compare your answer to the Answer
key. 5.2-1
USING AND APPLYING LUBRICANTS/COOLANT

 If you got 100% correct answer on the

self-check, you can now move to the
next information sheet. If not review
the information sheet and go over the
self-check again.
Evaluate your own work using the
performance criteria /procedural
checklist .2-1 Removing oil filter

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 TASKSHEET 5.2-1
USING AND APPLYING LUBRICANTS/COOLANT

Objectives : After reading and studying the types of lubricants/coolant the

students/trainees will be able to:

 Use and apply lubricants/coolant

 Check applied lubricants and coolant level

STEPS:
1. Prepare necessary tools and supplies needed.
2. Check lubricants specifications.
3. Replace oil filter with new one
4. Determine the location of filling port of engine
5. Open the filler cover
6. Pour the required number in liters of oil/lubricant needed in an engine
7. Evaluate the correct level of oil using the dipstick gauge.

Tools, materials and aids needed:

1. Engine oil
2. Engine to be drained
3. Open-end wrench
4. Box wrench
5. Rags
6. Engine mock-up
7. Special service tools

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Reference:
1. Manuals in lubricating and cooling system
2. Automotive Service by; Tim Gilles second edition

PERFORMANCE CHECKLIST 5.2-1

Performance Level
Performance Standard
Yes No

 Prepare necessary tools and supplies

needed.
 Check lubricants specifications.

 Replace oil filter with new one

 Determine the location of filling port of

engine
 Open the filler cover

 Pour the required number in liters of

oil/lubricant needed in an engine
 Evaluate the correct level of oil using the
dipstick gauge.

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 TASKSHEET 5.2-2
REMOVING OIL FILTER
Performance Objectives:
The students/trainees will be able to:
 Remove oil filter
 Install new oil filter

STEPS:
1. Prepare special service tools and supplies needed
2. Remove old oil filter
3. Clean oil filter base and surface
4. Evaluate oil filter specifications before installation
5. Install oil filter and tightened at required torque

Figure 1
Removing the Oil Filter

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 Tools and equipment:
 Oil filter wrench
 Engine mock-up
Supplies:
 Rags
 Filter
 Oil
Reference :CBLM, Service Manual

Figure 2

PERFORMANCE CHECKLIST 5.2-3

Performance Standard Performance Level

 Yes No

Prepare necessary tools and supplies needed.

Check lubricants specifications.

Replace oil filter with new one

Determine the location of filling port of engine

Open the filler cover

Pour the required number in liters of oil/lubricant

needed in an engine
Evaluate the correct level of oil using the
dipstick gauge.

LEARNING OUTCOME #3 Perform housekeeping activities

CONTENTS:
1. Starting an engine
2. Gear box shifting position
3. Steering the vehicle
4. Brake application
5. Driving skills

ASSESSMENT CRITERIA:
 The learning outcome stated above is attained if you can demonstrate
the following:
1. Check vehicle position as per requirement.

2. Perform check up procedures upon parking.

3. Check vehicle for external damage.

CONDITIONS: Students /trainees must be provided with the following:

1. Equipment/Tools/ instruments
- Good running condition vehicle.
- Car lift/bay
- Belt tension gauge
2. Supplies /materials
- paper
- pencil
- Brake fluid/ engine oil/ coolant
3. instructional materials
- reference books
- learning guides
- modules,
- CDs, VHS tapes, transparencies.
METHODOLOGY:
4. Lecture/demonstration
5. Dualized
6. Distance learning
ASSESSMENT METHODS:Written /oral examinations
4. Direct observation
5. Project method
6. Interview

LEARNING EXPERIENCES

LEARNING OUTCOME NO. 3: check the vehicle

Learning Activities Special Instruction

Perform, operation sheet # 5.3-1

Performing housekeeping activities Evaluate your own work using the
performance criteria /procedural
checklist 5.3-1
  Performing housekeeping activities

TASKSHEET 5.3-1
PERFORMING HOUSEKEEPING ACTIVITIES

Objectives
When you have completed this learning element, you will be able to:
Perform housekeeping activities
Tools, materials and aids you will need:
1. Cleaning tools
Pre-Requisite Information Sheets
 Read on manuals in performing shop maintenance
After reading and studying of the car preventive maintenance as well as shop,
you are now ready to perform housekeeping activities.

Ask your trainer to provide you with the necessary cleaning tools and
equipments in performing housekeeping activities.

The following are subject to be prepared before performing housekeeping:

Figure 1 Figure 2
Broom Rug
For removing dust and sand For removing dirt on a table and
other things to be cleaned
 Figure 3
Sand
For removing waste oil
 PERFORMANCE CHECKLIST 5.3-1

Performance Level
Performance Standard
Yes No

Identify waste disposal area

Know to segregate waste materials

Perform 5S before and after work

Average Rating

Evidence Plan

Unit of Competency: USE AND APPLY COOLANT/LUBRICANTS

Competency Standard: Automotive Servicing NC I & II

Questioning/Interview
Ways in which evidence will be collected

Demostration
(tick the column)

The evidence must show that the candidate…

Identify types of lubricants/coolant X X

Use and apply lubricants/coolant X X

Perform housekeeping activities X X

Critical Aspect of Competency *

Prepared by: Date:

Checked by: Date

PERFORMANCE TEST
Learner’s Name: Date:
Unit of Use and apply Test Attempt: 1st 2nd 3rd
Competency lubricants/coolant
Directions: Performance Level
Level Overall Evaluation
  Call Instructor, Ask Instructor to Achieved
assess your performance in the Can perform this skill without
following critical task and 4 supervision and with adaptability
performance criteria below. to problem situations.
Can perform this skill satisfactorily
3 without assistance and
 You will be rated based on the supervision.
overall evaluation on the right
Can perform this skill satisfactorily
side. 2 with some assistance and
supervision
Can perform part of this skill
1
satisfactorily with full assistance.
0 Cannot perform this skill
Instructor will initial level achieved

Performance Standard Performance

Level
(For acceptable achievement all item should receive a Yes
or N/A response) Yes No N/A

Identify types of lubricants/coolant

Use and apply lubricants/coolant

Perform housekeeping activities

Average Rating

Questioning / Interview

Learner’s Name:

Unit of Competency Use and apply lubricants/coolant

Competency Standard
 Satisfactory
Response
Oral / Interview Questions
Yes No

How to Identify types of oils to be used

How to Identify the characteristic of oils and coolant

How to park the vehicle with safety techniques procedures

What is the purpose of lubricating system?

What is the Purpose of Cooling System?

Satisfactory
The candidate’s underpinning knowledge was

Unsatisfactory

Assessor’s Signature: Date:

Demonstration

GLOSSARY OF TERMS

Assessment the process of gathering and judging evidence in order to decide whether a
person has achieved a standard of competency or competence objective.
Automatic transmission a transmission in which gear ratios are changed automatically instead
of by hand or in a manual transmission.
Brake an energy conversion device used to slow, stop or hold a vehicle or
mechanism.
Clutch a coupling that connect and disconnect a shaft from its drive while the drive
mechanism is running.
Coolant the liquid mixture of about 50 percent antifreeze and 50 percent water used to
carry heat out of the engine.
Drive Line an assembly of one or more driveshafts, universal joints that forms the driving
connections.
Engine a machine that converts heat energy into mechanical energy.
Fuel any combustible substance.
Fuse a device that opens an electric current when excessive current flows, to protect
equipment in the circuit
Learning module a segment of a given body of skill for which a measurable learning objective
can be identified. The term is also used to describe a self-contained booklet
covering a specific item of skill or knowledge. (Vocational Training: Glossary
of Selected Terms, ILO)
Overdrive transmission gearing that causes the output shaft to overdrive or turn faster
than input shaft.
Speedometer a device on display in the instrument panel that shows the driver how fast the
vehicle is moving.
Trainer a person who directs the practices of skills towards immediate improvement in
some task.

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Training a systematic process of the development of competencies required by an
individual to perform adequately in a given job or task.
technical training program for the purpose of acquiring and developing job-related skills (RA 7796 –
TESD Act of 1994)
Trainers/trainors - persons who provide training, to trainees aimed at developing the latter’s
capacities for imparting attitude, knowledge, skills and behavior patterns
required for specific jobs, tasks, occupations or group of related occupations
(RA 7796 – TESD Act of 1994)
- persons who direct the practice of skills towards immediate improvement in
some task (RA 7796 – TESD Act of 1994)
Training a process of the development of skills, related knowledge, attitudes and
behavior patterns required for the adequate performance of a given task or job.
Training center an establishment specialized in training people for skilled occupations, usually
comprised of classrooms and training workshops. Training centers generally exist outside the formal
education system and can be either privately or government funded. (Vocational Training: Glossary
of Selected Terms, ILO

Date Developed/revised Document No.

Common June 6, 2014
TESDA-ISAT competencies
Develop by:
QA SYSTEM Use and Apply OSCAR G. LIMON Issued by: Page 33 of
Lubricant/Coolant 35