Skip navigation

Installing shutter systems in the workplace

Level 2
Credit Value
Guided Learning Hours
The aim of this unit is to illustrate the skills, knowledge and understanding required to confirm competence in installing shutter systems in the workplace within the relevant sector of industry.

Learning Outcomes Assessment Criteria
The Learner Will The Learner Can

Interpret the given information relating to the work and resources when installing shutter systems.

  • 1.1 - Interpret and extract relevant information from drawings, specifications, schedules, method statements, risk assessments and manufacturers' information. 
  • 1.2 - Comply with information and/or instructions derived from risk assessments and method statements.
  • 1.3 - Describe the organisational procedures developed to report and rectify inappropriate information and unsuitable resources and how they are implemented.
  • 1.4 - Describe different types of information, their source and how they are interpreted in relation to:
    – drawings, specifications, schedules, method statements, risk assessments, manufacturers' information, official guidance and current regulations governing buildings and official guidance associated with the installation of shutter systems. 

Know how to comply with relevant legislation and official guidance when installing shutter systems.

  • 2.1 - Describe their responsibilities regarding potential accidents, health hazards and the environment, whilst working:
    –in the workplace, below ground level, in confined spaces, at height, with tools and equipment, with materials and substances, with movement and storage of materials by manual handling and mechanical lifting.
  • 2.2 -
    Describe the organisational security procedures for tools, equipment and personal belongings in relation to site, workplace, company, operative and vehicles.
  • 2.3 - Explain what the accident reporting procedures are and who is responsible for making reports.

Maintain safe and healthy working practices when installing shutter systems.

  • 3.1 - Use health and safety control equipment safely and comply with the methods of work to carry out the activity in accordance with current legislation and organisational requirements when installing shutter systems. 
  • 3.2 - Demonstrate compliance with given information and relevant legislation when installing shutter systems in relation to the following:
    – safe use of access equipment
    – safe use, storage and handling of materials, tools and equipment
    –specific risks to health.
  • 3.3 - Explain why and when health and safety control equipment, identified by the principles of prevention, should be used, relating to installing shutter systems, and the types, purpose and limitations of each type, the work situation and general work environment, in relation to:
    –collective protective measures
    –local exhaust ventilation (LEV)
    –personal protective equipment (PPE)
    –respiratory protective equipment (RPE).
  • 3.4 - Describe how the relevant health and safety control equipment should be used in accordance with the given instructions.
  • 3.5 - Describe how emergencies should be responded to in accordance with organisational authorisation and personal skills when involved with fires, spillages, injuries and other task-related activities.

Select the required quantity and quality of resources for the methods of work to install shutter systems.

  • 4.1 - Select resources associated with own work in relation to materials, components, fixings, tools, equipment and consumables. 
  • 4.2 - Describe the characteristics, quality, uses, sustainability limitations and defects associated with the resources in
    –fixings and fittings
    –operating systems
    –shutters laths
    –hand tools, power tools and equipment
    –operation, safety and maintenance documentation.
  • 4.3 - Describe how to confirm that the resources and materials conform to the specification.
  • 4.4 - Describe how the resources should be used correctly and how problems associated with the resources are reported. 
  • 4.5 - Explain why the organisational procedures have been developed and how they are used for the selection of required resources.
  • 4.6 - Describe any potential hazards associated with the resources and methods of work.
  • 4.7 - Describe how to calculate quantity, length, area and wastage associated with the method and procedure to install shutter systems.

Minimise the risk of damage to the work and surrounding area when installing shutter systems.

  • 5.1 - Protect the work and its surrounding area from damage in accordance with safe working practices and organisational procedures.
  • 5.2 - Maintain a clear and tidy work space.
  • 5.3 - Dispose of waste in accordance with current legislation.
  • 5.4 - Describe how to protect work from damage and the purpose of protection in relation to general workplace activities, other occupations and adverse weather conditions. 
  • 5.5 - Explain why the disposal of waste should be carried out safely in accordance with environmental responsibilities, organisational procedures, manufacturers’ information, statutory regulations and official guidance.

Complete the work within the allocated time when installing shutter systems.

  • 6.1 - Demonstrate completion of the work within the allocated time.
  • 6.2 - Describe the purpose of the work programme and explain why deadlines should be kept in relation to:
    –types of productivity targets and time scales
    –how times are estimated
    –organisational procedures for reporting circumstances which will affect the work programme.

Comply with the given contract information to install shutter systems to the required specification.

  • 7.1 - Demonstrate the following work skills when installing shutter systems:
    –measuring, marking out, cutting, drilling, assembling, aligning, positioning, fitting, adjusting, fixing and securing.
  • 7.2 - Use and maintain hand tools, portable power tools and ancillary equipment.
  • 7.3 - Prepare, install and commission at least three of the following shutter systems to given working instructions:
    – roller shutters or grilles
    – shop front shutters
    – wood shutters
    – domestic shutters
    – solar powered shutters
    – solar shading systems
    – motorised shutters.
  • 7.4 - Test operation functions of the shutter systems.
  • 7.5 - Inspect, check and test any safety devices.
  • 7.6 - Describe how to apply safe and healthy work practices, follow procedures, report problems and establish the authority needed to rectify them, to:
    –confirm installation requirements
    –agree appropriate ways in which the work should be carried out
    –maintain the principles of minimum intervention and reversible alterations
    –stop work at the point when guesswork begins and report findings
    –recognise the structural composition of mounting and fixing points
    –recognise parts and components of shutter systems
    –prepare shutter for installation
    –identify and assess weight and centre of balance
    –position and erect supports
    –install shutter systems, roller shutters and grilles, shop front shutters, wood shutters, domestic shutters, solar powered shutters, solar shading systems and motorised shutters
    –control and guide lifting appliances
    –explain automated control system
    –adjust shutters
    –recognise and determine when specialist skills and knowledge are required and report accordingly
    –determine specific requirements for structures of special interest, traditional build (pre 1919) and historical significance
    –identify and follow the installation quality requirements
    –work with, around and in close proximity to plant and machinery
    –direct and guide the operations and movement of plant and machinery
    –test operation functions and safety devices
    –work on buildings of historical significance
    –describe the operation for optimal energy savings performance
    –provide operation, safety and maintenance information to client, customer or their representative
    –use hand tools, power tools and equipment
    –work at height
    –use access equipment
  • 7.7 - Describe the needs of other occupations and how to effectively communicate within a team when installing shutter systems.
  • 7.8 - Describe how to maintain the tools and equipment used when installing shutter systems. 
Assessment guidance and/or requirements
This unit must be assessed in a work environment, in accordance with the ConstructionSkills‘ Consolidated Assessment Strategy for Construction and the Built Environment. Please refer to the hyperlink for clarity -
Assessors for this unit must have verifiable, current industry experience and a sufficient depth of relevant occupational expertise and knowledge, and must use a combination of assessment methods as defined in the Consolidated Assessment Strategy.
Workplace evidence of skills cannot be simulated.
This unit must be assessed against THREE of the following endorsements:
- roller shutter or grille
- shop front shutter
- wood shutter
- domestic shutter
- solar powered shutter
- solar shading system
- motorised shutter.

Qualifications offering this unit

Reference Title Sector Level