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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Plan and schedule workflow 
SAQA US ID UNIT STANDARD TITLE
253735  Plan and schedule workflow 
ORIGINATOR
SGB Generic Manufacturing, Engineering, Technology 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 06 - Manufacturing, Engineering and Technology Engineering and Related Design 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard replaces: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status
14474  Plan and schedule workflow  Level 4  NQF Level 04  Complete 

PURPOSE OF THE UNIT STANDARD 
This unit standard provides a broad introduction to the understanding of planning and scheduling workflows. It is the starting point for a learner in this sector the focus is knowledge, skills, values and attitudes in relation to the learner`s own context and experience of the world of work.

The qualifying learner is capable of:
  • Obtaining and evaluating data to facilitate a workflow process.
  • Demonstrating an understanding of the planning and scheduling of work processes.
  • Planning and scheduling workflow according to organisational requirements.
  • Monitoring the achievement of the workflow plan. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
  • Learners accessing this unit standard will have demonstrated competence in mathematics and communication at NQF Level 4 or equivalent.
  • Learners accessing this unit standard will have demonstrated competence in the use of computers at Level 3 on the NQF or equivalent. 

  • UNIT STANDARD RANGE 
  • Plan will include time, quality, quantity and deliverables.
  • In planning and scheduling workflow, drawings used, may include but are not limited to general draughting, mechanical draughting, architectural/civil draughting, structural steel detailing, electrical draughting, piping and instrumentation draughting. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Obtain and evaluate data to facilitate the workflow process. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Valid and reliable methods and sources for obtaining job data are identified and agreed with stakeholders. 

    ASSESSMENT CRITERION 2 
    Clients are communicated with regarding specific requirements. 

    ASSESSMENT CRITERION 3 
    Information is analysed to identify the workflow process that is to be implemented. 

    ASSESSMENT CRITERION 4 
    New projects are dove tailed with current projects in order to improve productivity. 

    SPECIFIC OUTCOME 2 
    Demonstrate an understanding of the planning and scheduling of workflow processes. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Boundaries of the workflow process are explained and described. 

    ASSESSMENT CRITERION 2 
    The nature of the workflow process constraints, assumptions and deliverables are explained. 

    ASSESSMENT CRITERION 3 
    The importance of planning and scheduling work is explained in relation to organisational requirements. 

    ASSESSMENT CRITERION 4 
    A list of activities to plan and schedule the work is produced in required format and within agreed time frames. 

    SPECIFIC OUTCOME 3 
    Plan and schedule workflow according to organisational requirements. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Time duration estimates are produced to show workflow processes. 

    ASSESSMENT CRITERION 2 
    Workflow schedule is developed within agreed time frames and format. 

    ASSESSMENT CRITERION 3 
    Workflow plan is outlined and agreed with stakeholders within agreed plan and time frames. 

    ASSESSMENT CRITERION 4 
    Necessary facilities and resources are arranged in accordance with workflow plan. 

    SPECIFIC OUTCOME 4 
    Monitor the achievement of the workflow plan. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Progress towards delivery of the work or task is communicated according to agreed communication processes. 

    ASSESSMENT CRITERION 2 
    Deviations from schedule and plan are identified and evaluated and opportunities for corrective action or improvement are identified and initiated. 

    ASSESSMENT CRITERION 3 
    The impact of delays is assessed and findings communicated according to agreed communication processes. 

    ASSESSMENT CRITERION 4 
    Deviations are rectified and workflow plan adjusted as necessary in accordance with requirements and within agreed time frames. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • The relevant Education, Training, Quality Assurance Body (ETQA) will accredit providers offering learning towards this standard, and register assessors. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • An all rounded understanding of the principles, methods and techniques for planning and scheduling workflow.
  • A basic understanding of the workflow process in the organisation.
  • An overall understanding of job status in an organisation at any one time. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems pertaining to the scheduling, planning and implementation of the workflow plan. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others to ensure the workflow plan is actioned and implemented. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information to enable the workflow plan to be produced within the scope of the deliverables. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively with stakeholders when scheduling planning, verifying and monitoring the workflow process. 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology to plan and schedule workflow. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Understand the world as a set of related systems understanding the effect scheduling and planning workflow has on the final results of the drawing. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    This unit standard replaces unit standard 14474, "Plan and schedule workflow", Level 4, 3 credits. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  59769   Further Education and Training Certificate: Mechanical Engineering: Pipe-Fitting  Level 4  NQF Level 04  Reregistered  2021-06-30  As per Learning Programmes recorded against this Qual 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. Belique Training Centre cc (ALBERTON) (TP) 
    2. Jericho Safety Consultants (Pty) Ltd (TP) 
    3. S & S Training & Construction (SPRINGS) (TP) 
    4. Wilbat Projects 148 (Pty) Ltd (ISIPINGO) (TP) 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.