Uc 5

COMPETENCY-BASED LEARNING MATERIAL
COMPETENCY BASED LEARNING

MATERIALS
Sector : AUTOMOTIVE AND LAND TRANSPORT SECTOR
Qualification Title : DRIVING NC II
Unit of Competency: USE AND APPLY LUBRICANT/COOLANT
Module Title : USING AND APPLYING LUBRICANT/COOLANT
Purok 8-B Curvada, Magdum, Tagum City Davao

Del Norte
MODULE
FIVE
HOW TO USE THIS MODULE
Welcome!
The unit of competency Use and Apply Lubricant/Coolant is one
of the competencies of Driving, a course which comprises the knowledge,
skills and attitudes required for a Driver in the industry.
The module, using and applying lubricant/coolant contains
competencies and learning outcomes, activities/tasks/ jobs that includes
to identify types of lubricants/coolant, use and apply lubricants/coolant,
perform housekeeping activities.
In this module, you are required to go through a series of learning
activities in order to complete each learning outcome. In each learning
outcome, there are Information sheets, Self-Checks, Task Sheets/Job
Sheets. Follow them and perform the activities on your own. If you have
questions, do not hesitate to ask for assistance from your facilitator.
Remember to:
 Work through all the information and complete the activities in each
section.
 Read information sheets and complete the Self-Check. Suggested
references are included to supplement the materials provided I this
module.
 Most probably, your trainer will also be your supervisor or manager.
She is there to support you and show you the correct way to do
things.
 You will be given plenty of opportunities to ask questions and
practice on the job. Make sure you practice your new skills during
your regular work shifts. This way, you will improve your confidence,
speed and memory.
 Use the Self-Checks, Task sheets or Job Sheets at the end of each
section to test your own progress. The Performance Criteria
Checklist will be used to check your performances.
 When you feel confident that you have sufficient practice, ask your
Trainer to evaluate you. The results of your assessment will be
recorded in the Achievement chart and the Progress chart.
You must pass the Institutional Competency Evaluation for this

competency before moving to another competency. A Certificate of
Achievement will be awarded to you after passing the evaluation.
DRIVING NC II Date Developed: Document No.

Developed by: Issued by:
TL MABUHAY
Using and Applying DRIVING LESSON Page | 1
Lucky June A. Singcol, Lpt
Lubricant/Coolant ACADEMY, INC.
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Recognition of Prior Learning (RPL)
You may already 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 outcome, you don’t have to do the same training again.
Talk to your trainer about having them formally recognized. If you
have a qualification or certificate of competence from previous training,
show it to your trainer. If the skills, you acquired are still current and
relevant to the unit/s of competency they may become part of the
evidence you can present for RPL. If you are not sure about the accuracy
of your skills discuss this with your trainer.
After completing this module ask your trainer to assess your

competency. Result of your assessment will be recorded in your
competency profile. All the learning activities are designed for you to
complete at your own pace.

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LIST OF COMPETENCIES
DRIVING NC II
No Unit of Competency Module Title

Code
.
Apply Appropriate Applying Appropriate

1. ALT723201
Sealant/Adhesive Sealant/Adhesive
2. Move and Position Vehicle Moving and Position Vehicle ALT723202
Perform Mensuration and Performing Mensuration and

3. ALT311202
Calculation Calculation
Read, Interpret and Apply Reading, Interpreting and

4. Specifications and Manuals Applying Specifications and ALT723203
Manuals
Use and Apply Using and Applying ALT72320

5.
Lubricant/Coolant Lubricant/Coolant 4
6. Perform Shop Maintenance Performing Shop Maintenance ALT723205

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MODULE CONTENT
QUALIFICATION TITLE : Driving NCII
UNIT OF COMPETENCY : Use and Apply Lubricant/Coolant
MODULE TITLE : Using and Applying Lubricant/Coolant
MODULE DESCRIPTOR : This unit identifies the competencies

required to select and apply different type of
lubricants
NOMINAL DURATION : 2 hours
Learning Outcome:
1. Identify types of Lubricants/Coolant

2. Use and Apply Lubricants/Coolant
3. Perform Housekeeping Activities
Assessment Criteria:
1. Correct information on lubrication schedule is accessed and

interpreted from appropriate manufacturers specifications manuals
2. Type and quantity of lubricants/coolant is identified as per job
requirements.
3. Correct procedure for change of lubricant is identified following
manufacturer’s specification or manual
4. Correct tools and equipment are selected and used in line with job
requirements
5. Existing lubricants is removed and replaced with specified types and
quantity of new materials in line with manufacturer’s specification
6. Safe procedure and use of PPE is observed when removing or
replacing lubricant
7. Used lubricants are disposed in accordance with environmental
guidelines
8. Work is checked in line with company SOP.
9. Tools, equipment and materials are properly stored as per company
SOP
10. Workplace is free from waste material

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LEARNING OUTCOME SUMMARY
Learning Outcome 1 IDENTIFY AND ACCESS MANUAL

SPECIFICATION
ASSESSMENT CRITERIA:
1.1 Correct information on lubrication schedule is accessed and

interpreted from appropriate manufacturers specifications
manuals
1.2 Type and quantity of lubricants/coolant is identified as per job
requirements.
CONTENTS
● Properties of Lubricants and Coolants
CONDITIONS: The Trainee must be provided with the following:
● Supplies and Materials needed for the tasks

● Tools/Equipment’s needed for the tasks
● Instructional Materials
ASSESSMENT METHOD:
● Written and/or Oral Examination

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INFORMATION SHEET 5.1-1
PROPERTIES OF LUBRICANT AND COOLANT
Learning Objectives:
After reading this information sheet, you must be able to:
1. Explain the importance of lubricants/coolants
IMPORTANCE OF LUBRICANTS/COOLANTS
The lubrication system is extremely important to engine service life

because it forces oil to high friction points in the engine. Without a
lubrication system, friction between parts would destroy an engine
very quickly. Many of the engine parts would rapidly overheat and score
from this friction. Engine bearings, piston rings, cylinder walls and other
components could be ruined.
1. Reduces friction and wear between moving parts.

2. Helps transfer heat and cool engine parts.
3. Cleans the inside of the engine by removing contaminants (metal,
dirt, plastic, rubber, and other particles).
4. Cuts power loss and increases fuel economy.
5. Absorbs shocks between moving parts to quite engine operative and
increase engine life.

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TYPES OF LUBRICANTS
A lot of times in the industry, lubricating machines is a task given to new

employees because it’s thought to be a job for newer workers or
apprentices. Although lubrication is a relatively easy task to perform, it is
still instrumental to have a good understanding of the different types of
lubricants. Doing so will ensure that the wrong type is never used for the
wrong application. This will inevitably prevent machine downtime and
failure.
There are 4 types of lubricants:
Oil, Grease, Penetrating Lubricants, and Dry Lubricants. The 2 most

common lubricants you’ll be dealing with daily are oil and grease,
however, your facility will still be using dry and penetrating lubricants. It’s
important to understand when you should and should not be using these
different types of lubricants.
Oil is one of the most common lubricants found

in plants. It’s a thin liquid that comes in
different “weights” or viscosity, the lower the
weight number, the thinner the oil. At times,
additives can be mixed with the oil to prevent
oxidizing and corrosion.
When to Use Oil:
 On hinges, bearings, tool maintenance, sharpening blades

 You want to lubricate something without the resistance that’s
common when using grease
 You need lubrication, but don’t want to take everything apart, so
you wick the oil into a small space
Don’t Use Oil When:
 The machine or part needing lubrication looks to be dirty or dusty.

Adding oil to a dirty or compromised area will cause additional
friction or the oil will “gum up.” Additionally, if the surface isn’t
clean, oils that are lower in viscosity will drip or run.

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 If the surface area is wet or will become wet, this will wash the oil
away. This is a common misconception since oil does make things
water-resistant. However, the oil absorbs the water and over time it
will lower its adhesion and wash off the parts that needed
lubrication in the first place.
Grease is made by mixing oil, a thickener,
(usually a lithium-based soap) and at times
additional lubricants, like PTFE (Teflon). Due to
how it’s made, it has the same lubricating
properties as oil. However, it’s texture and
stickiness helps it adhere to surfaces better.
Greases come in a variety of consistencies, the
thinnest being similar to ketchup, the thickest
coming close to a block of cheddar cheese.
When to Use Grease:
 On gears, bearings, chains, linkages

 You need the lubrication to stick to the surface for a long period of
time
 You want to seal out particles of dust or water droplets
 You use the machine so seldom that you may forget to oil it
Don’t Use Grease When:
 Your machine has fast-moving or fine parts and grease could slow it
down or create too much resistance
 If you need to keep the area clean, moving parts can fling grease
around
 You have fine or fast-moving mechanisms where thick grease would
create too much resistance
Penetrating Lubricant is what you’re

grabbing when you have rusty jack bolts or
parts with years of rust or debris on them.
Penetrating lubricant is not long-lasting
lubrication, it’s only use is for infiltrating
tiny cracks, adding lubrication and breaking
up rust.
When to Use Penetrating Lubricant:

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 Loosening stuck nuts or bolts. Whether they’re covered in rust or
years of debris, this will set them free.
 Removing chewing gum (it happens), adhesive stickers, and
warehouse repair tasks.
Don’t Use Penetrating Lubricant When:
 This cannot be used in place for other lubricants, never use this
product on bearings or other parts. It doesn’t last long and will
damage your machine.
Dry Lubricant is a great alternative when you

can’t use oil or grease that will attract dust and
dirt. At a molecular level, the tiny particles that
make up dry lubricant (like graphite) are super
slippery. Dry lubricant usually comes in a spray
form that’s been mixed with water, alcohol, or
another solvent that eventually will evaporate
away leaving behind a thin film of lubricant to
reduce friction.
When to Use Dry Lubricant:
 On threaded rods, locks, hinges

 Tiny parts that can’t be gunked up with grease or surrounding
surfaces that need to remain clean
 You need to avoid using a lubricant that attracts dust or dirt
 Surfaces may be exposed to extremely high heat or pressure. If this
occurs, oils will start to oxidize.
Don’t Use Dry Lubricant When:
 The application surface will be exposed to liquids or solvents that

can wash away the remaining lubricant.
Grease Compatibility
Knowing the proper grease compatibility is particularly important to
machine maintenance because lubricant failure can have a serious impact
and price tag attached to it. Dire consequences will occur when the wrong
thickeners react together. You may see a reaction that causes a
separation of the base oils from the thickeners. Also, the base oil may no

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longer stick to the grease, causing it to ooze and run out of wherever it
was applied. Other reactions from mixing greases can affect the
performance characteristics of a running machine such as the load,
temperature, stability, and more.
TYPES OF COOLANT
Coolant doesn’t get a lot of respect,

but it should. It’s one of those “car
things” that most drivers hear about
when they get their oil changed but
do not necessarily understand or
appreciate. And since coolant is just
as important as oil and could one day
save the life of your car, it’s probably
a good idea for us to get to know it a
little better. What function does coolant serve, what are the different
types of coolant, what is the right coolant for your car, and what color is
coolant?
Coolant has three key responsibilities:

1. Reducing the freezing point of your cooling system in winter, which
helps ensure you engine doesn’t freeze.
2. Increasing the boiling point in summer so your engine doesn’t
overheat; and
3. Safeguarding the engine and cooling system from rust, corrosion,
and contaminants.
DIFFERENT TYPES OF COOLANT
Inorganic Additive Technology (IAT)

This old-school coolant has a recognizable green color but is not often
used in modern cars because it’s less efficient. While the newer crop of
coolants can last up to five years, IAT coolant needs to be changed every
two years on average.
Organic Acid Technology (OAT)

OAT is an example of a modern, superior coolant. You can find it in
organe, red, yellow, and sometimes purple in terms of color. Cars
manufactured by General Motors use this formula, and it may not be

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compatible with all other makes and models of cars. One of the main
advantages of using OAT is that it lasts up to 50,000 miles, or five years,
before it needs to be changed.
Hybrid Organic Acid Technology (HOAT)

HOAT is derived from OAT and, as a hybrid, is designed to provide the
best that OAT and IAT have to offer. HOAT typically comes in orange or
yellow color and is used mostly in Chrysler and Ford vehicles. The best
part? This long-lasting coolant can be changed every five to ten years.
LUBRICATION SCHEDULE
A lubrication schedule for a lubricating oil system includes regular oil

changes, filter replacements, and daily system checks:
 Oil changes: Change the oil and filter annually or every 3,000 to
6,000 miles, whichever comes first.
 Oil checks: Check the oil level every few weeks and add more if
needed.
 Filter replacements: Replace the suction filter and line filter
annually.
 Daily system checks: Check the lubricant level and condition, and
manually activate the system to check the lights and warning
devices.
 Weekly or monthly system checks: Check the metering devices
to ensure the primary and secondary piping are operational.
Other maintenance tasks for a lubricating oil system include:
 Cleaning the lubrication reservoir periodically
 Inspecting flexible hoses for cracks, punctures, and wear
 Checking tubing and pipes for flattening or breaks
 Checking for leaks or "weeping" at all connections
 Monitoring the system for unusual pressure drops or increases
 Using only recommended lubricants
 Storing lubricant in a sealed container
LUBRICANT USES AND PROPERTIES
Lubricant is a fluid designed to reduce friction between two moving

surfaces. Different types of lubricants include mineral oil, synthetic oil,
aqueous lubricant, and bio-lubricant. They are used for a myriad of
purposes in household, medical and industrial settings. Since mineral-oil-
based lubricants are more widely used, lubricants are generally regarded
as non-hazardous to humans. However, some lubricants require additives
to enhance functionality, durability, or add biocidal properties and as a

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result, they can present a higher degree of hazards when exposed to their
toxic vapors, mists, or dust.
Lubricant Hazards
It is important to note that the performance of a lubricant mainly depends
on its viscosity and ability to withstand different temperatures and
pressures, thereby requiring proper handling and storage practices.
Regulatory specialists assess hazards of lubricating products based on
composition, they also evaluate and document safety measures
surrounding physical, health, and environmental hazards. The regulatory
team at GSM specializes in guiding and providing proper hazard
communication documents such as Safety Data Sheets (SDS) and product
labels.
Some important safety tips to consider while working with industrial
lubricants:
 When lubricating a machine, make sure the machine is shut down

and be mindful of hot surfaces before touching any parts.
 Safe clothing must be worn before any lubricating job is carried out.
This includes proper shoes, gloves, safety glasses, a bodysuit, and a
headcover, if necessary.
 Ensure proper storage to avoid spills. Oil or grease spills can cause
serious falls and fire hazards. If spilled, wipe immediately or clean
using absorbent pads or granules.
 Keep oily rags in labeled waste containers.
 Handle flammable solvents in a well-ventilated area and make sure
the container is grounded to prevent the fire from static electricity.
 Avoid breathing toxic vapors, mists, or dust – prolonged exposure
can cause respiratory issues. Inquire about Permissible Exposure
Limits (PELs) for products in use.
 Prevent from reaching drains, sewers, and waterways. Discharge
into the environment must be avoided. Dispose of in accordance
with all applicable regulations.

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SELF CHECK 5.1-1
TEST I. IDENTIFICATION. Write the correct answer which corresponds to

the questions. Write your answer on a separate sheet.
1. is one of the most common lubricants found in plants.

2. It is important to note that the performance of a lubricant mainly
depends on its viscosity and ability to withstand different
temperatures and pressures, thereby requiring proper handling and
storage practices.
3. is an example of a modern, superior coolant. You can find it in
organe, red, yellow, and sometimes purple in terms of color.
4. This old-school coolant has a recognizable green color but is not
often used in modern cars because it’s less efficient.
5. Knowing the proper grease compatibility is particularly important to
machine maintenance because lubricant failure can have a serious
impact and price tag attached to it.

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ANSWER KEY 5.1-1
1. OIL
2. LUBRICANT HAZARDS
3. ORGANIC ACID TECHNOLOGY (OAT)
4. INORGANIC ADDITIVE TECHNOLOGY (IAT)
5. GREASE COMPATIBILITY

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Learning Outcome 2 USE AND APPLY LUBRICANTS/COOLANTS

2.1 Correct procedure for change of lubricant is identified following
manufacturer’s specification or manual
2.2 Correct tools and equipment are selected and used in line with job
requirements
2.3 Existing lubricants is removed and replaced with specified types
and quantity of new materials in line with manufacturer’s
specification
2.4 Safe procedure and use of PPE is observed when removing or
replacing lubricant
2.5 Used lubricants are disposed in accordance with environmental
guidelines
2.6 Work is checked in line with company SOP.
CONTENTS
● Tools and Equipment for Lubrication
● Correct Procedure for change of Lubricant
● Hazards Associated with Lubricants

Equipment/Tools/Instruments
● Vehicle Engine
● Set of Wrenches
● Oiler
● Apron
● Gloves
● Safety Shoes
● Goggles
● Grease Gun
Supplies/Materials

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 Engine Oil
 Grease
 Gear Oil
 Power Steering Fluid
 Radiator
 Coolant
Instructional Materials
 CBLM
ASSESSMENT METHOD:
 Interview
 Practical Examination
 Written Examination
USE AND APPLY LUBRICANTS/COOLANTS
1. Identify tools and equipment’s used for lubrication
What Are Lubrication Tools?

Lubrication tools are specialized systems or devices that are designed to
store, handle, and apply lubricants to the machinery. There are
different types of lubricants including oil, grease, and other fluids. The
lubricants create a thin layer reducing metal-to-metal contact between
the moving parts. The lubrication tools make this task easier and allow
one to apply lubricant with precision. From DIY enthusiasts to
professionals, lubrication tools are a must to have. These are specially
designed to supply accurate amounts of oil or grease to even the hardest-
to-reach area. This further ensures the smooth functioning of the tools
and machinery without any interruption.
Components Of Lubricant Tools

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In the lubricant tool, several components work together to ensure a
proper supply of lubricant to the tool or machinery. The basic components
of a lubricant tool or system include-
Pump mechanism: Creates pressure to distribute lubricant through

pipes and valves.
Reservoir: Stores the lubricant.
Pressure gauge or Control Valve: Present in advanced tools that
monitor and adjust pressure.
Trigger or lever: Operates the pump to release lubricant.
Piston or plunger: Pushes the lubricant out of the tool.
Coupler or connector: Coupler ensures secure attachment to the
equipment.
Types of Lubrication Tools
There are numerous types of lubrication tools available in the market for
different types of jobs. Let’s discuss about the most common types of
lubrication tools and their roles-
Grease Gun
A grease gun is the most common type of lubrication tool. Its design
allows one to apply grease to a specific point on the machine or tool. It
comes in different types like push type, pistol type, manual, air-powered,
and battery-powered. These are popular for precise lubrication even under
pressure through a nozzle or hose-to-zerk fittings. They have applications
for greasing joints, bearings, steering components, and heavy machinery
and industrial equipment.
Caulking Gun
A caulking gun is mainly used to apply viscous materials like sealants,
caulk, or other adhesives. But, it can also be used for thick lubricants like
heavy-duty grease. It comprises a frame to hold a tube or cartridge of
lubricant and has a trigger mechanism to control the flow. This allows to
ensure even flow of lubricant even on the hard-to-reach surfaces. This
lubrication tool is suitable for applications where the lubricating parts
require thick and adhesive grease or sealant-like lubricants. This is also
used in automotive repairs and large home equipment.
Oil Can
Oil cans are designed for applications where small amounts of lubricant
with great precision are required. They come in different varieties

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including Wesco, pistol, and perfetto type. Each of them has specific
design and use cases.
 Wesco oil can is the traditional type of lubricant tool. This is made
with metal with a long, flexible spout and thumb-operated pump.
These are specifically used for lubricating small machinery and
tools. Common application areas of Wesco oil include sewing
machines, bicycles, and small motors.
 Pistol-type oil cans are operated with a pistol grip. This allows one to
have better control over the supply of oil. These are feasible for the
machinery where quick and precise oiling is required with limited
accessibility.
 Perfetto-type oil cans have a pump-action mechanism. This makes it
suitable for high-pressure oil applications. in such oil cans, the spout
is longer and rigid which makes it ideal for hard-to-reach areas.
Suction Gun
A suction gun is a lubrication tool that is used to fill or remove non-
corrosive liquids in vehicles and machinery. It is popular because it is a
faster and cleaner method for oil filling and removal. Common
applications of suction guns include the transmission of oil in gear cases,
crank cases, and other applications.
Bucket Grease Pump
Bucket grease pumps are specially designed for greasing applications
that require a large volume of lubrication. This lubrication tool is perfect
for quick and effortless greasing in everyday use. It has a removable
handle and a lever-operated pump. It has applications for excavators,
earth-moving equipment, agricultural equipment, and automotive
applications.
Rotary Barrel Pump
A rotary barrel pump is used to transfer non-corrosive petroleum-based
fluids of light to medium viscosity from one container to another. These
are also called drum pumps. To fulfill the industry-specific requirements,
these are also available in different models, lengths, and accessories.
Barrel pumps come with handles, plungers, and levers to dispense the
fluid.
Why Lubrication Of Tools And Machinery Is Important?
Lubrication of tools is essential for several reasons:

 Reduces friction between two surfaces which further reduces wear
and tear.
 Allows the equipment to keep operating without overheating.
 Protects against rust and corrosion.

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 Reduces noise and vibration of moving parts in tools and machinery.
 Improves efficiency, performance, and safety of tools and
machinery.
Best Practices for Tool Lubrication
Lubricating the tool or machinery is an important part of their

maintenance, but, implementing it correctly is as important. The improper
application of lubricant or over-lubrication can also cause problems. Thus,
it is essential to adopt best practices for proper lubrication. Here are a few
tips that you can consider while lubricating the tools-
Clean before lubricating

Make sure to clean the equipment before applying the lubricant. Any dirt,
debris, or grime on the tool can make the lubricant less effective. This can
further lead to build-ups causing rust and corrosion. To avoid this, wipe
out the tool or machinery with clothes to clean it before applying
lubricant.
Keep a check on the lubricant
Regularly analyzing the lubricant is also important so you don’t end up
using expired ones. This can reduce the effect of lubricant.
Keep the lubricant tool or dispenser clean

The tools that you are using for dispensing lubricant should be clean. Dirt
and debris in the dispenser can contaminate the lubricant further reducing
the life of equipment. using a clean dispenser can prevent cross-
contamination.
Make sure to use the right lubricating tool
Based on the application area and your needs, choose the right lubricating
tool. The uses of lubricating tools vary based on your needs. For example,
hand tools like pliers and wrenches require simple oiling, thus there is no
need to use complex tools. On the other hand, tools with moving parts like
adjustable spanners and ratchets can be lubricated using a grease gun.
Record observations
Keep track of the lubrication program to improve the performance and
efficiency of the tool. This can prevent over-lubrication and under-
lubrication of the tool or machine.
How To Choose The Right Lubrication Tool For The Job

With a variety of tools available in the market, selecting the right one can
be confusing. However, choosing the right one is important to correctly

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lubricate the tool or machinery. Here is the guide to help you in making
the right decision-
Lubrication Tool Best For Applications How to Choose

Grease Gun High-pressure grease Bearings, joints, steering - Manual for occasional
application mechanisms, automotive use
repairs, industrial - Pneumatic/Battery-
machinery powered for frequent,
large-scale applications
Caulking Gun Applying thicker Automotive repair, home - Manual for small,
lubricants or sealants maintenance, sealing and occasional jobs
lubricating hard-to-reach - Battery/Pneumatic for
areas larger tasks requiring
frequent lubrication
Oil Can Precise oil dispensing Sewing machines, - Wesco/Pistol-grip for

bicycles, small motors, basic use
intricate machinery - Perfetto-type for high-
pressure oiling in tight
spaces
Suction Gun Fluid removal or Gearboxes, crankcases, - Choose based on the

addition hydraulic systems, volume of liquid needed
transferring oil or other for extraction
fluids - opt for durable
materials
Bucket Grease Pump High-volume grease Heavy machinery, - Manual for small-scale
application agricultural tools, use
industrial plants - Lever/Pneumatic for
large operations
requiring frequent
lubrication
Rotary Barrel Pump Fluid transfer from large Transferring oil, - Choose based on the
containers petroleum products, or viscosity of the fluid
(drums/barrels) lubricants in industrial - Ensure durable,
settings chemical-resistant
construction
CORRECT PROCEDURE FOR CHANGE OF LUBRICANT
Changing the lubricant in machinery or vehicles is crucial for maintaining

performance and longevity.
Here’s a general guide to the correct procedure:

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1. Identify the Correct Lubricant
 Check the Manufacturer’s Guidelines: Always refer to the
equipment or vehicle manual for recommended types and grades of
lubricant.
 Compatibility: Ensure the new lubricant is compatible with the old
one, especially if changing from one type (e.g., mineral) to another
(e.g., synthetic).
2. Prepare the Equipment and Environment
 Safety First: Wear appropriate PPE (gloves, goggles, etc.) and
ensure the area is well-ventilated.
 Warm Up Equipment: Run the equipment to warm the existing
lubricant, making it easier to drain.
 Positioning: Place the equipment or vehicle on a stable, level
surface to avoid spills and ensure complete drainage.
3. Drain the Old Lubricant
 Locate the Drain Plug: Unscrew the drain plug carefully, allowing
the old lubricant to flow out completely. Be cautious of hot oil.
 Check for Contaminants: Observe the old lubricant for metal
shavings, discoloration, or particles indicating wear or
contamination.
 Clean the Drain Plug: Remove any debris or metallic residue that
may have accumulated on the plug.
4. Flush the System (If Required)
 For significant changes (e.g., switching types or cleaning
contaminated systems), a flushing oil or similar cleaning agent may
be necessary.
 Run with Flushing Oil: If applicable, run the system briefly with
the flushing agent, then drain it completely.
5. Replace the Filter (If Applicable)
 Inspect and Replace: If the equipment has a filter, inspect it and
replace it if it shows signs of wear or clogging. This ensures the new
lubricant remains clean.
6. Refill with New Lubricant
 Add the Correct Amount: Pour the new lubricant slowly, checking
the level using the dipstick or fill line.
 Avoid Overfilling: Overfilling can cause excess pressure and leaks.
7. Run the Equipment and Check for Leaks
 Start the machine and let it run briefly to circulate the new
lubricant. Check around the drain plug and filter for leaks.
 Check Levels Again: Once the system has run for a few minutes,
recheck lubricant levels and top off if necessary.
8. Document the Change

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 Record Details: Note the date, type of lubricant, amount used, and
any observations. Regular documentation helps with maintenance
planning and performance tracking.
HAZARDS ASSOCIATED WITH LUBRICANTS
Lubricants, while essential, can pose various hazards. Here’s a breakdown

of key risks and precautions to take:
1. Health Hazards
 Skin and Eye Irritation: Many lubricants can cause skin dryness,
irritation, or even dermatitis with prolonged contact. Some may
cause eye irritation if splashed.
o Precaution: Wear gloves, goggles, and long sleeves when
handling lubricants. Wash skin immediately if exposed.
 Respiratory Issues: Fumes from certain lubricants, especially in
enclosed or poorly ventilated spaces, can cause respiratory irritation
or more serious issues with prolonged exposure.
o Precaution: Use lubricants in well-ventilated areas and, if
necessary, wear a mask or respirator.
2. Environmental Hazards
 Contamination of Water and Soil: Improper disposal of
lubricants can lead to groundwater contamination and soil pollution,
harming ecosystems.
o Precaution: Dispose of lubricants according to local
regulations. Use absorbent materials to clean up any spills
immediately to prevent runoff.
 Fire Hazard: Lubricants, especially certain synthetic and
petroleum-based types, are flammable and can pose a fire risk if
they come into contact with hot surfaces or sparks.
o Precaution: Store lubricants away from heat sources, and use
only in areas where there’s no risk of ignition.
3. Slip and Fall Hazard
 Spills and Leaks: Lubricants on floors, walkways, or work surfaces
create a serious slip hazard, which can lead to injury.
o Precaution: Clean up spills promptly, use absorbent materials,
and ensure work areas are free of lubricant residues.
4. Equipment and Mechanical Hazards
 High-Pressure Injection Injuries: Some equipment uses
lubricants at high pressures, and leaks or bursts can inject lubricant
under the skin or into the body, causing serious injury.

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o Precaution: Inspect equipment regularly and avoid putting
hands near high-pressure areas. Seek immediate medical
attention if injection occurs.
 Corrosion and Chemical Reactions: Certain lubricants can react
chemically with equipment materials, leading to corrosion or
degradation of components.
o Precaution: Choose lubricants that are compatible with the
equipment materials to avoid these risks.
5. Hazards Related to Improper Use or Storage
 Incompatible Mixing: Mixing different types or brands of
lubricants can cause chemical reactions, reducing effectiveness or
leading to instability in the lubricant.
o Precaution: Avoid mixing lubricants unless they are explicitly
designed to be compatible.
 Degradation Over Time: Some lubricants break down over time,
especially if exposed to temperature fluctuations or moisture, which
can reduce their performance and increase the risk of equipment
failure.
o Precaution: Store lubricants in a cool, dry place, and check
expiration dates before use.
6. Disposal Hazards
 Hazardous Waste: Used lubricants often contain heavy metals,
contaminants, or other hazardous substances, requiring careful
disposal.
o Precaution: Follow local and environmental regulations for
hazardous waste disposal and use certified disposal services if
necessary.

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SELF CHECK 5.2-1
USE AND APPLY LUBRICANTS/COOLANTS
TEST I. ENUMERATION. Write all the Best Practices for Tool Lubrication.
Write your answer on a separate sheet.

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ANSWER KEY 5.2-1
TOOLS AND EQUIPMENT FOR LUBRICATION
1. Clean before lubricating
2. Keep a check on the lubricant

3. Keep the lubricant tool or dispenser clean
4. Make sure to use the right lubricating tool
5. Record observations

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Learning Outcome 3 PERFORM HOUSEKEEPING ACTIVITIES

3.1 Tools, equipment and materials are properly stored as per

company SOP
3.2 Workplace is free from waste materials
CONTENTS
● Use and Care of Tools and Equipment
● Cleaning Chemicals
ASSESSMENT METHOD:
● Written and/or Oral Examination

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● Direct Observation
USE AND CARE OF TOOLS AND EQUIPMENT
1. Explain proper handling of tools and equipment
WORKSHOP POLICIES AND PROCEDURES
Your organization’s documented Policies and Procedures should be a

valuable company asset and contain vital knowledge regarding the
organization. Regardless of the scope of the Policies and Procedures
project – new system or simple updates – employees should be trained on

TL MABUHAY
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the proper use of tools (software), templates, standards, writing style,
reviews, and other aspects of the eDocumentation™ Process.
Policy and Procedures workshops can be designed to address the issues

that are significant for your company or project. A seminar and workshop
could emphasize some of the following topics:
 Structured writing style

 Standards
 Document structure
 Modular writing
 Template development
 Category development
 Process flow development
 Interview techniques
 Verification and testing
 Change management
Policy and Procedure development costs and time are a good value, as
they are recouped through reduced development and maintenance costs,
valuable referral materials, and efficient maintenance. We can help you
maximize the benefits your company will reap with the new Policies,
Processes, and Procedures.
MAINTENANCE AND STORAGE OF SHOP CLEANING EQUIPMENT
In the hustle and bustle of our daily lives, cleaning becomes a routine task
we complete without much thought. This essential chore not only
maintains the aesthetics of our living space but contributes to a healthy
and hygienic environment. We often overlook a crucial aspect – the
maintenance of our cleaning tools, which can affect their effectiveness.
By taking time to care for our brooms, mops, vacuum cleaners and
brushes, we save valuable time and preserve the lifespan of our cleaning
tools.
Read on to delve into the importance of cleaning equipment maintenance
and explore our top tips for ensuring proper cleaning tool care.
Why Do Cleaning Tools Need to Be Maintained?

Proper maintenance of cleaning tools is crucial for several reasons. Firstly,
properly maintained cleaning equipment will perform its intended

TL MABUHAY
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functions more effectively. Dirty cleaning products will spread
contaminants around rather than remove dirt and grime. If cleaning tools
are not maintained properly, they will become a breeding ground for
bacteria, mould or other harmful microorganisms.
Benefits Of Cleaning Your Cleaning Tools

Regular maintenance of cleaning tools will also extend their lifespan,
reducing the need for replacements and waste while also saving you
money. Cleaning tools will also maintain peak performance, and proper
maintenance prevents unnecessary damage to cleaning tools and
surfaces. For example, using a worn-out brush with stiff bristles on
delicate surfaces can cause scratches.
Keeping our cleaning tools in top shape is also good for the environment!
Making new cleaning tools takes up raw materials and energy, so when
we use and maintain them longer, we’re cutting down on the resources
needed. That’s a win for Mother Nature! Oh, and get this – well-
maintained tools, like vacuum cleaners, run more efficiently, so we save
energy too. It’s like a double whammy of eco-friendliness
USE AND STORAGE OF CLEANING CHEMICALS
Even with proper documentation and training, improper storage of your

cleaning chemicals can be just as dangerous as product misuse. Choosing
the safest location for each chemical should also be part of your chemical
safety program. Some specifications of your storage space should include:
 Store in a clean, cool, dry space. Some cleaning chemicals can have
hazardous reactions when they experience extreme temperature
fluctuations or high levels of humidity.
 Store in well-ventilated areas, away from HVAC intake vents. This
helps prevent any fumes from spreading to other areas of the
facility.
 Store no higher than eye level, and never on the top shelf of a
storage area.
 Do not overcrowd shelves and include anti-roll lips to avoid falling
containers.
 Never store cleaning chemicals on the floor, even temporarily.
HOUSEKEEPING PRACTICES 5S
5S or good housekeeping involves the principle of waste elimination

through workplace organization. 5S was derived from the Japanese words
seiri, seiton, seiso, seiketsu, and shitsuke. In English, they can be roughly

TL MABUHAY
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translated as sort, set in order, clean, standardize, and sustain. The
cornerstone of 5S is that untidy, cluttered work areas are not productive.
As well as the physical implications of junk getting in everybody’s way and
dirt compromising quality, we all are happier in a clean, tidy environment
and hence more inclined to work hard with due care and attention. 5S and
good housekeeping are core elements of lean thinking and a visual
workplace and are a fundamental platform for world-class manufacturing.
5S provides the foundation for all quality improvement programs. It is a

process to create more productive people and more productive companies
through motivation, education, and practice. It involves the creation of a
strong corporate culture with a productivity mindset.
SELF CHECK 5.3-1
TEST I. ESSAY. Explain the 5S or Good Housekeeping. Write your answer

on a separate sheet

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ANSWER KEY 5.3-1
5S or good housekeeping involves the principle of waste elimination

through workplace organization. 5S was derived from the Japanese words
seiri, seiton, seiso, seiketsu, and shitsuke. In English, they can be roughly
translated as sort, set in order, clean, standardize, and sustain. The
cornerstone of 5S is that untidy, cluttered work areas are not productive.
As well as the physical implications of junk getting in everybody’s way and
dirt compromising quality, we all are happier in a clean, tidy environment
and hence more inclined to work hard with due care and attention. 5S and
good housekeeping are core elements of lean thinking and a visual
workplace and are a fundamental platform for world-class manufacturing.
5S provides the foundation for all quality improvement programs. It is a
process to create more productive people and more productive companies

TL MABUHAY
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through motivation, education, and practice. It involves the creation of a
strong corporate culture with a productivity mindset.
REFERENCE
Author, V. (2020). Lubrication 101: The 4 Types of Lubricants - Acoem USA.

[online] acoem.us. Available at:
https://acoem.us/blog/machinery-maintenance/lubrication-101-lubricant-types/.
USA, F.A. (2020). The Comprehensive Guide To Different Types of Coolant - Fix
Auto USA. [online] Auto Body Shop | Collision Repair Experts – Fix Auto USA.
Available at: https://fixautousa.com/blog/types-of-coolant/.
JCBL Hand Tools (2024). Lubrication Tools – Types, Importance, and Selection
Guide. [online] JCBL Hand Tools. Available at:
https://jcblhandtools.com/blog/lubrication-tools-guide/ [Accessed 14 Nov. 2024].
Knowledgeproc.com. (2014). Knowledge Process | Policy and Procedure

Workshops. [online] Available at:
http://www.knowledgeproc.com/solutions/seminars/ [Accessed 14 Nov. 2024].

TL MABUHAY
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UK CLEANING SUPPLIES (2023). How To Maintain Your Cleaning Tools And
Equipment. [online] UK Cleaning Supplies. Available at:
https://ukcleaningsupplies.co.uk/how-to-maintain-your-cleaning-tools-and-
equipment/?srsltid=AfmBOor7q2uDEYvK7B565A-
HVB2q1FH4LFuMfAbCt6DxrFfWgHR2oh-q [Accessed 14 Nov. 2024].
APO. (n.d.). 5S or Good Housekeeping. [online] Available at: https://www.apo-

tokyo.org/p_glossary/5s-or-good-housekeeping-3/.

TL MABUHAY
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COMPETENCY-BASED LEARNING MATERIAL

COMPETENCY BASED LEARNING

Sector : AUTOMOTIVE AND LAND TRANSPORT SECTOR

Qualification Title : DRIVING NC II

Unit of Competency: USE AND APPLY LUBRICANT/COOLANT

Module Title : USING AND APPLYING LUBRICANT/COOLANT

Purok 8-B Curvada, Magdum, Tagum City Davao

You must pass the Institutional Competency Evaluation for this

DRIVING NC II Date Developed: Document No.

After completing this module ask your trainer to assess your

DRIVING NC II Date Developed: Document No.

No Unit of Competency Module Title

Apply Appropriate Applying Appropriate

2. Move and Position Vehicle Moving and Position Vehicle ALT723202

Perform Mensuration and Performing Mensuration and

Read, Interpret and Apply Reading, Interpreting and

Use and Apply Using and Applying ALT72320

6. Perform Shop Maintenance Performing Shop Maintenance ALT723205

DRIVING NC II Date Developed: Document No.

QUALIFICATION TITLE : Driving NCII

UNIT OF COMPETENCY : Use and Apply Lubricant/Coolant

MODULE TITLE : Using and Applying Lubricant/Coolant

MODULE DESCRIPTOR : This unit identifies the competencies

NOMINAL DURATION : 2 hours

1. Identify types of Lubricants/Coolant

1. Correct information on lubrication schedule is accessed and

DRIVING NC II Date Developed: Document No.

Learning Outcome 1 IDENTIFY AND ACCESS MANUAL

1.1 Correct information on lubrication schedule is accessed and

● Properties of Lubricants and Coolants

CONDITIONS: The Trainee must be provided with the following:

● Supplies and Materials needed for the tasks

● Written and/or Oral Examination

DRIVING NC II Date Developed: Document No.

PROPERTIES OF LUBRICANT AND COOLANT

After reading this information sheet, you must be able to:

1. Explain the importance of lubricants/coolants

The lubrication system is extremely important to engine service life

1. Reduces friction and wear between moving parts.

DRIVING NC II Date Developed: Document No.

A lot of times in the industry, lubricating machines is a task given to new

There are 4 types of lubricants:

Oil, Grease, Penetrating Lubricants, and Dry Lubricants. The 2 most

Oil is one of the most common lubricants found

When to Use Oil:

 On hinges, bearings, tool maintenance, sharpening blades

Don’t Use Oil When:

 The machine or part needing lubrication looks to be dirty or dusty.

DRIVING NC II Date Developed: Document No.

When to Use Grease:

 On gears, bearings, chains, linkages

Don’t Use Grease When:

Penetrating Lubricant is what you’re

When to Use Penetrating Lubricant:

DRIVING NC II Date Developed: Document No.

Don’t Use Penetrating Lubricant When:

Dry Lubricant is a great alternative when you

When to Use Dry Lubricant:

 On threaded rods, locks, hinges