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Welcome
When I started out my ECSA registration process, I did everything wrong. I
made a common mistake and that was to try to log every single project and
experience in my reports. Looking back now, I smile and laugh as I even wrote
a report on �ling and creating a catalogue as a report.
Unfortunately I had to learn my lesson the hard way, as I only learnt what I
did wrong after I sent through my report and got told it was too long. Luckily
you won’t make the same silly mistakes I made as I am going to share the top
mistakes to avoid and dive into what ECSA really want to read for each of the
11 outcomes. So this workbook consists of implementing something called
the ABC process into your current ECSA training program.
The purpose is to �rst Align your work experience with ECSA outcomes, then
Build your reports, then Complete the registration process within a
prescribed time period. To implement this system, please read through all
sections and then create your training structure with deadline dates as
described in the �nal chapter of this book.
Enjoy the read, feel free to make special notes and lets begin the journey of
helping you align, build and complete your ECSA training reports.
TABLE OF CONTENT
CHAPTER 1: Filter out the work experience 4
CHAPTER 2: Alignment with ECSA outcomes 8
Outcome 1: Define and investigate anengineering problem 9
Outcome 2: Design / develop solutions to anengineering problem 12
Outcome 3: Comprehend and applyadvanced knowledge 14
Outcome 4: Manage part or all of one ofmore engineering activities 17
Outcome 5: Communicate with others duringengineering activities 21
Outcome 6: Recognise and address social,cultural and environmental effect ofengineering activities 23
Outcome 7: Meet legal and regulatoryrequirements and protect the health andsafety of persons 27
Outcome 8: Act ethically, exercisejudgement and take responsibility 30
Outcome 9: Exercise sound judement in thecourse of engineering activities 34
Outcome 10: Be responsible in the decisionmaking for part or all of the engineeringactivity 36
Outcome 11: Undertake sufficientprofessional development activities tomaintain and extend competence 38
TABLE OF CONTENT
CHAPTER 3: Building the ECSA report 41
TEO vs TER vs ER 42
The strategy for the TER 43
Strategy 1: Problem, motivation, soution,implementation 44
Strategy 2: Things go wrong whileconducting an engineering acitivity 46
Strategy 3: Legal, environmental, social,cultural impact 47
Strategy 4: Crossing ethical lines 49
Strategy 5: Uncertainty 50
Strategy 6: Learning 52
CHAPTER 4: Completing the report in time 54
Task 1: Confirm candidate registration andappoint mentor 56
Task 2: Confrim registration of a C&U 57
Task 3: List all experiences from date ofgraduation 58
Task 4: List which outcomes aredemonstrated for each work experience 58
Task 5: Write TER, TEO & ER and send toECSA 59
Task 6: Prepare for Professional Review 60
Congratulations 60
.
Page 4
When I �rst started the process, I did everything backwards. First I gained all
the wrong experience such as �ling and creating websites, then I wrote the
reports and then I decided to read ECSA documents and learn what they
wanted.
I am laughing with you right now as you may have done the same thing but
strangely enough, this is how many candidates begin the ECSA registration
journey.
Now before we start off and dive into ECSA 11 outcomes, let me ask “when
we were at school, did we ever �rst write our exams, then do the homework
then attend the lecture?” Many of us would probably say no as doing things
in that order will immediately set us up for failure. I mean how many of us
have the ability to just �gure the answer in an exam without ever being
taught the work?
Now the reason why I am starting off like this is because just like school, if
you start the process by writing your reports without understanding what
ECSA want to read, then unfortunately your chance of success will be low.
CHAPTER 1: Filter out the work experience
CHAPTER 1
Page 5
So I am going to share a little secret with you on how to get your application
approved. Come closer, I am going to whisper it into your ear. The secret to
becoming ECSA registered is to understand what ECSA want from you and
give it to them in the reports. YUP, that’s it. Sound simple right? So lets get
started by working on the �rst obstacle in our way.
Starting off, it’s important to understand that ECSA grade the entire
registration process on experience and NOT on projects. So with this in mind,
the very �rst step is to determine what type of work experience you are going
to log in each of the various reports.
Now unlike me, don’t go and log things such as �ling and creating websites as
part of your experience. ECSA have two simple rules and the work experience
that they want to see is how you solved engineering problems and how you
participated in engineering activities. So you may be asking what quali�es as
solving a engineering problem?
The following would be regarded as engineering work in nature.
Finding a solution for the pre-mature or constant failure of a system /component or structure. The �nal solution may be the design ofsomething new or modi�cation to an existing system.
Redesign and modi�cation of an existing system, with the goal ofimproving performance.
CHAPTER 1
Page 6
An investigation to determine the root cause of why a system does notperform as per the speci�cation.
Conducting tests to obtain data or to create models to predict theperformance of a component.
These are just some of the work experiences that my students who I mentor
logged in their reports. If you are still unsure if a speci�c experience is
complex enough, just ask yourself, “did you apply some form of physics,
mathematics or model to solve the problem?” If the answer is yes, then you
are on the right track. If the answer is no, then you may need to speak to your
superior and ask if there is any chance you can gain experience in this �eld.
The other type of experience that you need to log is participation in
engineering activities. It’s important to understand that participating in a
engineering activities is NOT performing project management.
Some experiences that some of my students wrote about include:
ECSA would like to see you log an instant in time when things went wrong on
a project. Strangely enough, ECSA want to read how you managed yourself,
people, money and time and how you came up with a solution when things
went horribly wrong.
CHAPTER 1
Page 7
An instant where materials or components were not delivered on timefrom a speci�c supplier. The project ran behind schedule and they nowfaced penalties. They described to ECSA how they resolved this dilemmawithout facing penalties and without upsetting the customer.
An instant where a certain part of a system failed and the engineerurgently needed to conduct maintenance to bring the system backonline. The student described how they worked together with allstakeholders to �nd a solution to this dilemma.
The company issued an order to one supplier on a tender and when itwas time to deliver the equipment, the supplier was no longer inbusiness. The student then wrote about how they sourced andappointed an alternative supplier with the same quality and within thesame budget.
To learn more characteristics of engineering problems and activities that are
applicable to your registration category, be sure to download ECSA
competency standards here
.
Page 8
They want you to demonstrate how your work experience from chapter 1 is
aligned with their 11 different outcomes. This now brings us to the of�cial
start of the ABC process where we will now focus on how to align your work
experience with requirements.
Before you open your laptop and start typing your report, lets have an in
depth discussion of what the 11 outcomes are all about.
As mentioned from chapter 1, the goal is to understand what ECSA want and
to give it to them in the reports. So what does ECSA want?
CHAPTER 2: Alignment with ECSA outcomes
Moving forward, let’s view the 11 outcomes as the course work that is vital to
know to get your application approved.
CHAPTER 2
Page 9
Let me begin this section by asking,” how would you demonstrate outcome 1
which is to de�ne and investigate a complex engineering problem.” I often
ask my students this question and at least 95% of them start telling me the
system they designed.
Now if you gave me the same answer, don’t stress as around 95% of
candidates tell me this is how they would demonstrate outcome 1.
So what is the difference. According to ECSA, what you designed is the
solution. What ECSA wants to know is the problem. So when I started my
�rst job at a manufacturing �rm, the company could not understand why the
labour costs were over budget.
Now if I asked you what was the main cause for labour costs to be over
budget? And you answered, “I designed and implemented an optimised
system that reduces the time to change the tools to 5 minutes.”
Outcome 1: De�ne and investigate an engineeringproblem
CHAPTER 2
Page 10
We can both agree that you didn’t answer the question.
This is exactly how ECSA feel.
Now if I asked the same question and you told me, “the main reason for
labour costs being over budget is because during the setup time of machinery,
the operator loses 5 minutes to upload a new computer program and then
spends another 5 minutes to change the tool.
So what’s difference between these two answers? The �rst answer is the
solution while the second answer is the root cause that de�nes why a speci�c
problem occurs. So moving forward, ECSA would like to know what is the
reason or cause of a speci�c problem when demonstrating outcome 1.
So if you consider the above example, you will notice that there is a very
speci�c process that is followed. The starting point to determining the root
cause of a problem is to �rst conduct some form of investigation. Results are
then obtained and analysed. From the analysis, a speci�c conclusion is made,
and the conclusion is often the de�nition of the problem.
So some work experiences for outcome 1 that can be used are:
This results in 10 minutes that are wasted just to change tools. If we need to
change tools three times a day, that equals 30 minutes lost each day and
allocating a cost of R10 per minute equals R300 lost every day due to the
changing of tools.
CHAPTER 2
Page 11
An investigation into the root cause of a problem that is causing asystem / sub components to fail or not perform as per the requirements.
An investigation / design is incomplete where parameters needs to bede�ned and models need to be developed to complete the design.
For a more complex example that is engineering based, lets imagine that we
work at a power station and the conveyor belt system that brings coal to the
power station constantly fails. When this happens, the �rst question we ask
is “why is this conveyor belt system constantly failing?”
We conduct an investigation and go through the entire system where we look
at all the individual components. We take measurements and apply �rst
principals to con�rm that everything is operating as per the design.
In this example, we determine that more coal is placed on the conveyor belt
system and this extra mass of coal places an additional axial force of 2000N
on the bearings.
So what’s the clear de�nition of the problem?
The reason why the conveyor belt system is failing is because more coal is
being loaded onto the conveyor belt system which is putting an additional
axial force of 2000N onto the bearings and this additional load is what is
causing the system to fail.
CHAPTER 2
Page 12
Caution: Outcome 1 is all about determining the reason for the engineering
problem with a formal de�nition of the problem. Please be cautious to not
make the mistake of telling ECSA what is the solution when demonstrating
outcome 1.
Let’s imagine that you are the appointed engineer who now has to propose a
solution to the wastage of time between the changing of tools in the
manufacturing plant. We have determined that the operator will lose 5
minutes to upload computer software onto the CNC machine and then lose
another 5 minutes to change the tool. So how are we going to reduce the tool
changing time?
Outcome 2: Design / develop solutions to anengineering problem
CHAPTER 2
Page 13
One way is to look at methods of reducing the computer uploading time, so
we could maybe look at changing the computer coding to upload faster. We
can dive into the details to say, well if we change one part of coding, the
system performance is improved.
Another thing we can look at is the overall management of components. If
we start to bulk manufacture the same components at the same time, we can
change the tools less often.
The last aspect we can look at is reasons why the operator takes a long time
to change the tool. Maybe they need better training, maybe the tool shed is
on the other side of the workshop and the operator wastes 2 minutes walking
to this tool shed. So can we move the storage of tools closer to the operator?
In a nutshell, what we are doing is performing a synthesis and development
of a solution to the problem from outcome 1. Notice how we need to apply
�rst principals (changing of computer coding) and develop methods to better
manage resources (grouping of identical components together and
movement of the tools closer to the operator).
If we look at the development of the solution to our conveyor belts system
from the last section, one solution would be the custom design of a bearing
that can accommodate the additional 2000N. So, we apply our �rst principles
and determine that increasing the diameter of the bearing by 20mm will
make our problem go away.
CHAPTER 2
Page 14
We then discover that this type of bearing is not a standard bearing that is
freely available. So �rst we con�rm that our new bearing design can �t into
the equipment, we then create drawings, create a speci�cation document and
then go to various suppliers and ask them to manufacture this bearing. We
compare costs, see if it is within budget and then order a prototype.
So outcome 2 is about how you develop the solution using �rst principles and
then implementing the solution that solves the problem from outcome 1.
Do you remember doing laboratory work back in the good old days of
university? How did the process go? We had a clear vision of what we were
testing, we conducted the test, we noted the results, we analysed the results
and then we discussed the results.
Outcome 3: Comprehend and apply advancedknowledge
CHAPTER 2
Page 13
If we look at the mark allocation for each lab report, the bulk of the marks
were allocated to the discussion section. I dreaded completing the discussion
section as it was the discussion section that determined if you passed or
failed the report.
Did you ever notice that you could completely mess up the experiment, get
the wrong results but you could still pass if you justi�ed the errors in the
discussion section? I know, as I messed up so many times but still manage to
scrape through with a pass.
So why was the discussion section so important, what were we showing in
this section and what does this have to do with ECSA?
Well if you think about it, the discussion section of any lab report is all about
sharing our thought process with the reader. We are telling the reader why we
think the results are correct or incorrect and how we know certain
mathematical principles are applicable in the experiment.
While you were working through outcome 1 & 2, you might have made some
assumptions that are based upon certain principles. How do you know if
these assumptions are correct? If speci�c data that you used had some degree
of uncertainty, how do you know it can still be used in a design?
CHAPTER 2
Page 14
This is what outcome 3 is all about, it’s about sharing your thought process
and justifying how you know that all the principles that you applied in
outcome 1 and 2 are correct.
To demonstrate this outcome, you can use all the specialist knowledge that
you have gained while you have been working in a speci�c practice area. You
are required to justify how you know that you have taken the correct path
and you need to prove you know your �rst principles as well as show how the
principles that you used in determining outcome 1 & 2 are applicable.
Coming back to our example, lets imagine that we applied the principles of
statics and strength of materials to determine the additional axial force of
2000N on the bearings. What we need to show is how we know the principles
of “statics are applicable” and how we know the results are correct.
We could say something like, “the only way to determine the additional load
on the bearing is to construct the free body diagram and to apply sum of
forces and moments are equal to zero. Our results have indicated that the
additional 2000N of force is approximately 200kg of additional coal that is
placed on the conveyor belt system. After taking physical mass
measurement, it was measured that approximately 200kg of additional coal
was placed on the conveyor belt. Therefore, the application of statics in the
analysis is correct.”
CHAPTER 2
Page 17
If you like, you can also use parts of standards to prove that the analysis is
correct. So coming back to the above example, we could write ”to con�rm if
our result of 2000N was correct, I consulted with SANS 1234 and it indicated
that 1kg of coal exerts 10N. Based upon our calculated and measured results,
our analysis is aligned with SANS 1234.”
For Outcome 3, ECSA would like to see that you are competent, able to
evaluate solutions, able to justify all assumptions and you have specialised
knowledge within your �eld of engineering.
One way to do this to share is to share your thought process and image you
are writing the discussion section from your university lab report.
CHAPTER 2
Page 18
Have you ever had one of those days where everything on a project went
wrong? You go to site and material is not delivered, other contractors did not
follow instructions and now there are clashes with your design or maybe you
have a very angry client who decides to call you into a meeting and threatens
to impose penalties because the project is behind schedule?
I know how you feel as I too experienced one of those days when everything
falls apart and all you want to do is get into your car and drive away from the
problem. Unfortunately ignoring the problems don’t make it go away and to
move forward, we need to face the problems head on and �nd a solution.
So, outcome 4 is more than just performing project management duties, it is
the handling of a dif�cult situation. So what’s the difference between
outcome 4 and project management? Well it all comes down to how you
structure and write the report.
Outcome 4: Manage part or all of one of moreengineering activities
CHAPTER 2
Page 19
After reading dozens of reports from different candidates, many try to
demonstrate outcome 4 by writing, “I ensured the projected ran on time, I
ordered material and attended meetings. I did project management and the
project was a success.” Unfortunately writing the report in this format does
not demonstrate outcome 4.
So how do we move forward? Before we dive into this, lets see how outcome 4
relates to everything we do in life and why ECSA views this as such an
important outcome. Let’s imagine you want to open a 2-year cell phone
contract where you pay R199 for 40GB of data. You submit your application
and the cell phone supplier runs a debit order of R499 and only gives you
10GB of data. What’s your �rst reaction? You probably going to phone
someone and �nd out why this is happening.
Now imagine the sales consultant says, “sorry sir, we made a mistake on our
brochure and the contract is R499 for 10Gb. We can’t change or cancel the
contract and we can’t reverse the fees. Just keep paying and we will sort
everything out in two years’ time when the contract ends.” What would be
your reaction?
You may escalate the situation to the manager and imagine he tells you the
same thing. How would you feel? You may feel cheated, lied to and the worse
thing is they are still taking your money. Would you ever use this company
again? I know I wouldn’t.
CHAPTER 2
Page 20
If we look at this example, the reason why we developed such a bad feeling
toward this cell phone company was because the service was bad, and the
situation was not handled well. If they spent time to sort out the problem, to
communicate with us in a professional manner and to be helpful, the
outcome would be very different.
Outcome 4 is important because ECSA would like us to handle a dif�cult
situation in a way that keeps our clients. The more clients we keep happy, the
more business we make.
Relating this back to engineering, what keeps our customers happy? Meeting
deadlines, giving feedback, showing competence, and managing processes
that run smoothly.
What keeps our boss happy? Performing a project within budget and keeping
the customer happy.
So both of these aspects form the basis of good operations of any business
and this is why ECSA state that within outcome 4, you need to demonstrate
management of time, resources and �nances. Don’t forget to also include
how you managed yourself when things went wrong.
So how would you structure outcome 4 in the report?
CHAPTER 2
Page 21
One way to structure the report is to tell ECSA what went wrong on a project
and how you went about �nding a solution. A typical example is a shortage of
material in South Africa. You urgently need this material to make progress
but no supplier in South Africa has this material. What are you going to do?
Are you going to source this material from overseas?
What about the costs to do this as you have not budgeted for this? The more
time you spend trying to sourcing material, the more the project runs behind
schedule. What about the client who may feel frustrated because they see no
progress with the project and penalties may be imposed due to this problem
that is out of your control?
So demonstrating outcome 4 is all about answering these questions in your
report. When writing to demonstrate outcome 4, write about how you
managed various stakeholders, �nances, time and legal disputes when things
go wrong on a project.
CHAPTER 2
Page 22
As a child, did you ever play the “broken telephone” game where everyone
stands in a line and a message is passed onto each person? The goal of the
game is to determine if the message from the last person is identical to the
initial message.
When I was playing this game in my younger years, the original message was
“A meerkat has a pointed snout, long legs, a tapering tail and a brindle coat
pattern.” By the time we reached the last person, I was given the message, “A
deer kat points a snout, long legs, a shaping tail and is used as a coat
pattern”. The joy of the game was to see how crazy the �nal message was and
to have a great laugh with friends.
Now think about it, don’t we play this broken telephone game in
engineering? Imagine rigging a large pump into a plantroom. Now imagine we
tell the wrong mass of the pump to the rigger.
Outcome 5: Communicate with others duringengineering activities
CHAPTER 2
Page 23
During the rig, the selected slings are undersized and snap which causes the
pump to fall through the walls of the plantroom. Luckily no one is killed. Who
will be held responsible for the damages or even worse, face charges of man
slaughter if someone was killed?
This is the reason why ECSA made communication part of the requirements
as clear and accurate communication can greatly in�uence the overall success
of a project. Communication takes many different forms, it can be written or
verbal communication. Even drawings are seen as a form of communication
as drawings are instructions of what must be done.
So here are some ideas that I have seen in some of my students reports:
The writing up of concepts, proposals, informative subjects, designs andother works. Presentation of designs, proposals, informative subjects and otherworks. The writing of clear instructions on the operations of a system toprevent hazards from occurring. The generation and issuing of either tender or manufacturing drawingsthat specify the full scope and requirements of work.
A common mistake to avoid for Outcome 5 is to just state that you
communicated on a speci�c project. Rather write your report from a different
angle where you state the type of communication that you had as well as its
purpose.
CHAPTER 2
Page 24
A few days ago, I was streaming a series and when my internet suddenly went
off. I don’t know what upset me more, the fact that I was now sitting in the
house with no internet or the fact that I did not know what was going to
happen next in my series.
The one thing I did know was that I was highly annoyed as it was also dinner
time and I love eating my dinner in front of the TV. So to pass the time, I got
into my car and headed to the nearest burger joint to enjoy a double cheese
burger and chips.
Outcome 6: Recognise and address social, culturaland environmental e�ect of engineering activities
CHAPTER 2
Page 24
Upon returning home, I phoned the internet provider to ask when the
internet would be restored, and I was told within the next 2 hours. Two hours
later, the internet was still not restored. The internet was only restored the
next day. If this happened to you, what would be your perception of this
service provider?
It’s easy to point �ngers from the consumers perspective and claim the
provider is unreliable but from the engineer’s perspective, there was a lot of
stress and the team did everything in their power to get the internet back
online.
So, let’s view this example from both perspectives. From the consumers
perspective, the internet provider is unreliable, and the downtime costed the
consumer money. In my case, the price I paid was a double cheese burger and
chips for dinner but should this have been a business, the costs would be
substantial.
From the engineering team’s perspective, they were faced with a lot of
dif�cult decisions. Now let’s imagine you were the engineer who had to
restore the connection fault. You go through the entire system and you
determine that your IT team needs to do maintenance on the servers and the
cooling units. Total downtime can vary between 5 hours to 24 hours.
CHAPTER 2
Page 25
The toughest decision you need to make is how will your decision impact the
people around us. Do you take the system of�ine for an unknown period of 5
to 24 hours to do maintenance or do you run the system until something
serious happens where the system will be of�ine for days?
Not an easy decision to make as any downtime of the system causes
companies to lose money or cause clients to change service providers.
So being the engineer is not always easy as the decision, plans and actions
that we make need to consider the impact on the environment, society as
well as the cultural impact.
When we refer to cultural impact, we are referring to how a group of people
perceive your actions. In the example above, the cultural perception that is
developed is that the service is unreliable.
Another example may be the implementation of a robotics system in a
manufacturing plant. If you tell the workforce that you are now
implementing machines to do a human job, some people may start to feel
threatened and scared that they may be retrenched.
They may even retaliate on its implementation. So how do you deal with this
fear and make them feel secure that this system is there to improve things
rather than cause unemployment. As strange as it sounds, this is what you
need to describe in your reports.
CHAPTER 2
Page 27
So, outcome 6 is all about understanding the impact your engineering activity
has on the environment, society, or impact culturally. Your goal is to
demonstrate how you took all these factors into account and how you
mitigated or reduced the risk associated while performing the activity.
Other examples that you could include for this outcome are:
Implementation of a unique feature that reduces electrical consumption and green house gas emissions.
The need to implement a system that will prevent pollution to the surrounding environment.
Modi�cation to a speci�c design or implementation of a procedure that does not have an impact on society. An example would be the construction of strip club next to a church as the local community willnot deem this as acceptable.
Communicating with stakeholders taking into account culturaldifferences. An example may be the writing of a manual in multiplelanguages to ensure the user understands how the system works.
CHAPTER 2
Page 28
Back in 2003, 100 people were killed, and 200 people were critically injured
when a �re started in a nightclub in Rhode Island. The cause of the �re was
the pyrotechnics which set �re in the soundproo�ng foam in the ceiling.
It was a tragic accident and what made this �re more dangerous was the
system that was installed. According to the investigation, the person who
installed the pyrotechnics did not have a licence. Further investigations
showed that the soundproo�ng foam that was installed in the ceiling was not
�re retardant and the reason why many died of suffocation was because the
�re dampers failed to operate.
Outcome 7: Meet legal and regulatory requirementsand protect the health and safety of persons
CHAPTER 2
Page 29
The HVAC engineers were investigated, and it was discovered that the
designer approved the installation of a damper that was not certi�ed as per
local standards. The contractor proposed a supplier that was not certi�ed,
and the manufacturer did not manufacture the damper as per local
regulations. All parties involved faced charges of manslaughter and received
prison sentences.
This incident was tragic and much has changed since 2003 to prevent an
accident like this from occurring again. How have standards been
implemented so this type of accident can be prevented in South Africa?
A few years ago, we were removed from the tender list because we were
unable to provide a certi�cate to prove that we complied with a speci�c
standard. This action shows that consultants have become strict with the
approval of certain suppliers. Standards have also changed to specify and
encourage veri�cation of designs by a registered person.
So standards have changed to become more strict and while it is painful to go
through a lengthy process to comply with speci�c standards, these standard
are there to protect the user and society.
CHAPTER 2
Page 30
So ECSA take outcome 7 very seriously as it involves compliance with the
applicable legal, regulatory and health and safety standards for the
engineering activity. To accomplish this outcome, you are required to be able
to identify areas within your work experience whereby speci�c designs or
procedures did not comply with the applicable legal, health and safety or
applicable standards.
The goal is to tell ECSA what aspects you changed within a design or
procedure so it complies with a speci�c standard.
These are additional examples that I recommended to my students when
writing their reports:
A design was modi�ed so it complied with a speci�c local orinternational standard.
You identi�ed a speci�c procedure to be unsafe. You then proceeded tochange that procedure, so it complied with the Occupational Health andSafety Act (OSH Act).
You are testing a new design in accordance with a speci�c standard
You had to patent a new design so legally you owned all rights for thatunique design.
You discovered that one of your clients has purchased a product fromone of your competitors and the competitor is using a design that hasbeen patented by your company. How do you handle the situation?
CHAPTER 2
Page 31
It is preferred that local industry or local standards be applied for this
outcome. However, should local standards not be available, use of
international standards are acceptable.
Outcome 8: Act ethically, exercise judgement andtake responsibility
Have you ever been in a situation where you knew you should not do
something because it felt wrong but there was a lot of pressure from others
to do it? While I was at school, I was in a situation where a student
encouraged me to steal a coke from the vending machine.
This boy had everything planned out so well. He opened the slot where the
coke bottle came out and put his arm all the way into the machine. Once he
felt the bottle, he just had to push the bottle over the hook and the bottle
came out at the bottom.
CHAPTER 2
Page 31
Now on a hot summer day, nothing is more refreshing than a nice ice-cold
coke to quench your thirst. Unfortunately, I had no money to buy a coke and
it was tempting to just take one coke. While I was watching him do this, he
asked me if I wanted to join him. I declined as I felt it was wrong to steal and
that’s when the teasing began and the pressure to join him was on.
It was a tough decision to make, as it felt wrong to steal so I decided to do the
right thing and reported him to the teacher. Well that didn’t play out well as
he ran away before the teacher arrived. An hour later, the boy found me and
decided to take revenge that ended up in a �st �ght. As we were �ghting in
the parking lot, my mom drove past to pick me up from school and that was
when the �ght quickly ended.
When I got home, I had to answer to my mom and dad of why I was �ghting
with another boy at school. They understood the situation and praised me
for not joining the other boy in stealing coke from the vending machine.
So why am I telling you this story? I wanted to share this story to show that
sometimes doing the right things is hard. Doing the right thing sometimes
hurts you as others may judge you or even physically want to hurt you. But
doing the right thing has the reward that says “you are a good and trust
worthy person.”
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This is the reason why ECSA created outcome 8, as they would like us to be
ethical and trustworthy engineers. ECSA would like us to behave in an ethical
manner and learn how to deal with unethical situations.
To help us out, ECSA created the “ECSA code of conduct” which describes
what we should and should not do while working within the engineering
industry.
To demonstrate outcome 8, you are required to identify an instant in time
where someone asked you to do something unethical or where you felt there
was a direct violation of the ECSA code of conduct. This can even extend to a
con�ict of interest as per company policy.
Outcome 8 is not so easy to demonstrate, so here are some examples that I
gave to one of my coaching students last month.
1. The costs to perform a unique test was omitted from the tender document
and your manager tells you to omit the test as it will impact the pro�tability
of the project. How do you handle the situation?
2. The tendering engineer made a mistake on the costing of a project and you
are over the budgeted amount. Your superior tells you to use cheaper
materials that are of a lower standard and quality to remain within budget.
How do you handle the situation?
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It is recommended to use the ECSA code of conduct as the guideline and
make speci�c reference to speci�c clauses when writing up your report.
Let’s imagine that you went on a date, but you were two minds about this
person. There are things you like about them but there are things you dislike
about them. What would you do if they asked you out or hinted for a second
date? Do you go or do you decline? How would you come to some form of
decision?
3. Your superior tells you to award an order to a speci�c supplier. Upon
further investigation you discover that the supplier is the superior’s brothers
which goes against company policy due to the con�ict of interest clause. How
do you handle the situation?
Outcome 9: Exercise sound judement in the courseof engineering activities
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Do you consider the good and bad? Maybe you would look at the bad and
determine if these traits were something that you could adjust to and
tolerate over time.
Even at this point, there is still uncertainty as there are unknowns about this
person. You may even have to apply some initial judgement about this person
to make a �nal decision.
So, isn’t engineering the same as dating at times? Don’t we sometimes face a
situation where some information is missing or there is some form of
uncertainty? Even though information is missing, we still need to make some
form of decision and use engineering judgment in deriving at that decision.
This is what outcome 9 is all about and it is dif�cult to demonstrate this to
ECSA. After delivering training for many years, the easiest way I found to
demonstrate outcome 9 was to log an experience where some information
was missing or there was some uncertainty with the results. Even within this
time of uncertainty, a decision was made, and you proceeded with the design,
recommendation, or process.
While ECSA read your report, they would like to know that you understand
the impact the decision has on the outcome of the project. They would also
like to know how you have addressed all risks involved with your decision.
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You can Include aspects such as affected parties, correct application of
standards and show that you have an understanding of how you will be held
accountable for the decision made.
While I was writing my ECSA reports, I demonstrated outcome 9 when I was
required to select some piping for a HVAC system where the �nal selection of
the piping was dependent on two factors. These two factors had a 10%
variance and by the time I completed the analysis, I had two different pipe
sizes that I could use. If I used the larger pipe size, I would oversize the pipe
and have higher capital costs. If I used the smaller pipe, I would under-size
the pipe and this would cause problems within the system.
I spent the rest of this report telling ECSA what decisions I made and showed
how I understood the impact of the decision on my design and overall success
of the project.
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Have you ever seen those advertisements on the television that tell you “not
to drink and drive, be responsible?” I only fully understood those adverts
after attending a friend’s birthday party. We all had a great time and when it
was time to leave, they offered me one more shot of whiskey. I declined,
knowing that I was on the alcohol limit but everyone still pressured me.
Outcome 10: Be responsible in the decision makingfor part or all of the engineering activity
I still chose not to have that last shot and while driving back home, I got
stopped at a road block. The of�cer smelt that I had been drinking and said
that I would be spending the night in prison should I be over the alcohol
limit. I completed the breathalyser test and I was just under the limit and free
to go.
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This incident was a real eye opener of what it means to makes certain
decisions and be responsible. Don’t you think the same principals apply while
working within the engineering industry? Don't our decisions have some
form of consequence and as engineers, don't we need to be held responsible
for those decisions?
So when it came to decision making and responsibility, ECSA included
outcome 10 which looks at how the decisions you made have a positive or
negative impact on the project. This outcome also looks at how you did
everything to minimise risk should the decision have a negative impact.
When writing your reports for outcome 10, a suggestion is to share what you
are thinking when making a �nal decision. Also Acknowledge that you
understand each scenario, you understood the risk and you acknowledge that
you will be held accountable for that decision.
If I was writing a ECSA report on my drinking example, I would write
something like “I knew that if I took one more shot of whiskey, I would be
over the alcohol limit and unfortunately Uber didn’t exist back then so calling
for a cab was not a solution. I then thought what would happen if I did take
the drink and get stopped by the police. I did not fancy going to jail and
having a criminal record, so I decided to take the safe option of declining the
shot of whiskey even though everyone else wanted me to have fun.”
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Going through the ECSA registration process, I always thought I had to invest
a lot of money to attend CPD accredited courses by ECSA. I always asked how
many credits each course was worth and thought I had to constantly claim
points to have my application approved.
It was only upon �nal submission of my report did I discover that the
claiming of CPD point was applicable only once I became professionally
registered with ECSA. Unfortunately for me it was too late as the money was
spent but all was not lost as the knowledge gained far outweighed the
�nancial cost.
Outcome 11: Undertake su�icient professionaldevelopment activities to maintain and extendcompetence
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The good news is that as a candidate you can claim any technical
presentation or training course as part of outcome 11. Before you start
enrolling in a whole bunch of courses, you need to know that outcome 11 is
not about attending random courses or technical discussions.
I mean, if you attended a technical course on learning how to bath a dog and
try to log this as CPD, then unfortunately ECSA will not acknowledge this as
accomplishing outcome 11. ECSA would like to understand why you attended
a speci�c course and to answer, “how does attending a speci�c course bene�t
and help you grow as an engineer.” So while learning how to bath a dog is a
great hobby, unfortunately it won’t help you advance in your engineering
career.
So, what does ECSA require for outcome 11? Firstly, they would like to see
that you are taking ownership, planning and recording your own professional
development activities.
Imagine you see yourself in a technical sales role within the next 12 months.
You may need to learn how to sell, how to engage with clients in a meeting
and how to handle dif�cult situations. Attending a sales course is the tool
that can help you acquire these skills. So when writing your report, include
the reason why you attended this training and how it bene�ted you.
.
Page 40
Don’t get me wrong, attending workshops or technical talks is one way to
show outcome 11, but another way to demonstrate outcome 11 is to teach
others. Yup, that’s right, CPD activities are either receiving or giving
information.
If you write a journal article, you can claim that as CPD. If you mentor or
tutor a colleague in engineering, that can also be claimed as CPD. Self-study
and reading technical engineering journals is also a CPD activity.
So outcome 11 is all about stating reasons why you had to do a speci�c
activity as well as stating future personal development that you may require
as you advance in your engineering career.
Congratulations for completing the align part of the ABC process and that
wraps up ECSA 11 outcomes. Before we move onto the next phase, Join our
and share some of your major “take away” from this section
and also feel free to ask the group questions so you can keep moving forward.
face book group
Major takeaways
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Throughout this workbook, we have mentioned that the road to success is to
�rst understand what ECSA want from us and to give it to them. So in this
part of the ABC process, ECSA would like us to demonstrate how we meet
their 11 outcomes and to log this within their report templates.
After coaching and training many students for the past few years, I learnt
that this is where many candidates struggle. It’s easy for me to say “Align
your work with ECSA outcomes, but how do you do that while writing your
report?”
Before we dive into the answer, lets chat about what are ECSA's report
constraints so we can devise a plan to ensure we give ECSA everything they
require from us.
To start things off, ECSA require that we �rst start to log work experience in
either a Training and Experience Outline (TEO) or a Training and Experience
Report (TER). Once we have completed these reports, ECSA require an
Engineering Report (ER).
Welcome to the “build” part of the ABC process, this section is going to be
exciting as we will be merging all the ideas to help you build the reports that
need to be submitted to ECSA and we also have a little surprise for you later
in the section.
CHAPTER 3: Building the ECSA report
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So, what are the differences between each of these reports? So let’s relate
these differences to a movie. Have you ever been to the cinema and watched
a movie trailer? The trailer is so exciting, so dramatic and they give you
enough of the storyline that makes you say, “Wow that movie looks so good,
when it is released, I am going to buy a ticket and watch it with my tub of
pop-corn.”
If ECSA reports were like the movies, the Training and experience outline
(TEO) and the Training and Experience Report (TER) are the movie trailer and
the Engineering Report (ER) is the actual movie. So TEO and TER are a
summary of your experience and an introduction to which outcomes are
demonstrated within each training experience. Once you complete these
reports, you write a detailed report in the form of the ER where you provide
as much detail as possible on how you clearly demonstrate each outcome.
So when do you write a TEO or a TER? It all depends on the number of years’
worth of experience you have once you obtained your degree.
If you have more than 10 years’ worth of work experience since you obtained
your degree, you are required to write at least 3 years’ worth at responsibility
level E in the form a TER and the rest in a TEO.
TEO vs TER vs ER
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As an example, lets imagine you have 11 years of work experience. You are
required to log 9 years’ worth of work experience in the form of a TEO and 3
years’ worth of work experience in a TER.
If you have less than 10 years of work experience, then you are required to
only write up a TER.
To lean more on the differences between TER, TEO and ER, , then
scroll to your registration category and download the application form under
“Professional Engineer / Professional Engineering Technologist”
click here
While I was writing my reports, I made the mistake of �rst writing my
reports, sending them to ECSA, having them review it and then facing the
tough situation of rejection. The thing that lacked when I wrote my report
was strategy.
The problem was that I viewed the entire process as a project logging type of
task instead of a demonstration type of task. I just wrote things along the
lines of “In this period I did project management for ….. project. I did a
design and it was a success.” I never wrote the report where I demonstrated
how each experience was aligned with ECSA outcomes. This was the main
reason why I did not succeed on the �rst attempt.
The strategy for the TER
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The good news is that you won’t have to go through this pain as I am going to
share the top 5 strategies you can implement to ensure success for the TER.
There are many ways to get to the same result, but the strategy that I have
implemented with my students is to keep each TER to 300 words and to write
a total of 6 TER’s for the candidate engineers. If you are a candidate
engineering technologist, you will follow the same strategy but keep to the
word limit as shown on the TER template.
Example for Strategy 1:
A plant lift experienced abnormal moisture ingress which caused the lift to
malfunction. This problem threatened to endanger the lives of employees
and contractors using the lift but also posed a risk to the station’s lift
operation being suspended due to noncompliance.
Strategy 1: Problem, motivation, soution,implementationStrategy 1 is aimed at demonstrating outcome 1-3 and when starting out
with this strategy, begin by �rst describing the problem and the motivation
for the task. After this, proceed to describe how you derived to formulating
the solution and if possible, mention some of the �rst principals that you
used. Once you have derived at the solution, you can end off the report with
what was done or implemented.
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I determined the cause of the problem by �rstly conducting a visual
inspection where I identi�ed water marks on the lift’s internal concrete wall.
Tracing the �ow path, I discovered the cause of the moisture ingress was
caused by the back�ow of ash slurry. Further investigation revealed that the
ash plant drainage system was interfering with the lift drainage system. To
solve this problem, I considered three different solutions. After analysis, I
determined that the best solution was to install a separate lift drainage
system equipped with a sump pit and submersible pump to correctly collect
and discharge the moisture.
I consulted with a Senior Civil Engineer to verify my �ndings and solution
and presented to Senior Management for budget and duration approval.
After obtaining approval, I wrote and issued technical speci�cation, which
was used to source to a Contractor to execute the solution.
I determined the volume of water to be drained from the lift in accordance
with hydraulic principles for closed pressure pipe systems. I conducted
research and recommended the application of shotcrete and Sikagard 703W
on the lift’s internal wall to permanently separate interface of the ash slurry
and lift drainage system. This eliminated ash slurry back�ow into the lift pit.
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Strategy 2 demonstrates outcome 4 & 5 and this strategy is all about telling
ECSA how you managed a process when things went wrong. Share with ECSA
your interactions, challenges, and management of resources such as time,
�nance and people.
Example for Strategy 2:
To ensure that the structural integrity of the base was not affect, I conducted
an FEA analysis on the lower grade steel and concluded that it could perform
as required without failure.
While constructing the base frame for an HVAC system, I was informed that
there was a shortage of steel within the country and this would result in a 5
week delay that would impose penalties on the project. I contacted another
supplier who could assist me, but the price was double the allowable budget. I
contacted another supplier who imported steel from the far east which was
within budget but of a lower grade steel with a 1-week delay.
Strategy 2: Things go wrong while conducting anengineering acitivity
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I contacted all stakeholders and presented the solution to them as well as
con�rm that the HVAC system could still be completed within the required
manufacture time. Once the proposal was accepted, I proceed with the
implementation of an overtime plan with our workforce to ensure that any
additional overhead costs were kept to a minimum. Upon completion of my
�nancial analysis, I presented the additional labour costs to my supervisor
who approved the loss due to the steel shortage within the country.
Strategy 3 is geared around outcome 6 & 7 and the requirement is to tell
ECSA how you resolved a situation where a speci�c activity had an impact on
the environment, society, affect people culturally or had legal implications.
Strategy 3: Legal, environmental, social, culturalimpact
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Once the bullets arrived on site, I had to ensure that all safety procedures
were adhered to as our contract agreement stated that we would be held
liable for all damages resulting from an unsuccessful rig.
I complied with all regulations as speci�ed by our corporate safety plan, SANS
standards as well as the Occupational Health and Safety Act (OSHA). To
further ensure safety on site, all frames that were constructed for the rig were
certi�ed by a third party.
Before performing each lift, the lifting procedures were discussed, all risks
were identi�ed, and action plans were put in place to minimise the risk. I
supervised each lift to ensure compliance with standards and all procedures
were documented in accordance with ISO 9001 standards.
10 bullets each with a mass of 470 tons had to be transported and rigged
from Johannesburg to a client in Mpumalanga. Transportation of these
bullets during the daytime would result in the disruption of traf�c and could
cause people to be late for work. Due to safety concerns, the transportation
of the bullets had to be conducted during the day. To keep the disruption of
traf�c to a minumin, I planned a transportation route which avoided all
major roads and crossing bridges that were not strong enough to handle the
mass of the bullets.
Example for Strategy 3:
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Recall an instant where the line of ethics were about to be crossed and pin
point direct violations with the ECSA code of conduct
This strategy is focussed around demonstration of outcome 8 where there is
a violation with the ECSA code of conduct or the lines of ethics are crossed.
During the installation of a Solar PV System, the general speci�cation of the
contract stated that Class I surge protection devices (SPDs) be used. The
detailed Speci�c Technical Requirements section of the contract, however
stated that class II, or better SPDs be used.
The solar inverter that was speci�ed in our tender submission included class
II SPDs as part of the inverter. This led to a potential con�ict with the
consulting engineers, who required Class I+II SPDs,
Example for strategy 4
Strategy 4: Crossing ethical lines
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To resolve the issue, I �rst issued an email to the supplier in which I asked if
we could replace a PC board in the inverter to improve the class of SPD. Due
to the long lead time, the consultant rejected the proposal and mentioned
that penalties would be imposed due to late delivery. To prevent late
penalties, I consulted with two external parties and they con�rmed that class
II was suf�cient for the consultants’ requirements (Clause 3.2.(f) and (h)
from the ECSA Code of Conduct, Clause 3.5 (b) from the ECSA code of
Conduct).
Both parties engaged with each other to con�rm the aspects (Clause 3.1. (b)
from the ECSA Code of Conduct) and both parties agreed I+II SPDs was more
than adequate.
After the �nal solution was approved, I had a meeting with the consultants,
and it was agreed that part of the additional costs for the extra lightning
protection equipment would be compensated by the client due to this
misunderstanding between all parties.
Recall an instant where there was information that was missing or
something was uncertain, but you still had to proceed with the design, make
decisions and take responsibility.
Strategy 5: Uncertainty
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Describe your thought process, give reasons how you know you made the
correct decision and then show how you understood the risk, how you
mitigated the risk and then how you accepted responsibility for the decision
made.
Strategy 5 example
I was required to re-engineer the bursting pressure of the condenser’s coil to
ensure the construction of the coil complied with SANS 347 standards. I
required information such as coil dimensions and welding speci�cation which
were included on the original design.
Due to the unknown welding speci�cation like the throat thickness or weld
ef�ciency, I was unable to accurately determine whether the stresses
developed within the coils was less than the yield stress (σ ) of the
material. Therefore, I conducted research into the weld processes and
ef�ciencies and I came across some literature on acceptable welding
standards.
yield
This standard states that a butt weld with a single vee con�guration can
achieve a welding ef�ciency (η) of 80% but due to the lack of skill, the
boilermaker’s could not perform this type of weld and there was a risk of
critical failures like lack of fusion or lack of penetration.
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Therefore, due to the severity of the operation, I reduced the ef�ciency of the
joint right down to a similar welding ef�ciency same as a single bevel grooved
weld, which has a ef�ciency of 60%. I also arranged that 10% of all welds (50
welds) to be X-rayed to verify the welder’s competencies level and
consistency.
From these assumptions and evaluations, I still obtained a safety of factor of
8. This meant that the condenser’s operating pressure would need to be
operating 8 times its maximum pressure to reach the yielding pressure of the
coils. The possibility of this occurring was very unlikely due to limitations of
the ammonia compressor, and ammonia properties.
I decided that with a signi�cant reduction in the welding speci�cation, the
design was still within the acceptable standard and I decided to proceed with
this design and understood that I was responsible for all decisions made
within this design.
The strategy for outcome 11 is to identify what skills you would like to
develop that will help you advance within your career as an engineer. ECSA
would like to see the motivation for attending such courses.
Strategy 6: Learning
.
Page 54
After graduating from university, I was required to perform cooling unit
performance audits to determine if the supplied units performed as per the
speci�cation. To accomplish this, I was required to perform complex
calculations in the �eld of psychrometrics.
I attended a 2-day training course which helped me complete each of the
required audits accurately. In addition to attending this training course, I
attended technical discussions that were presented by SAIRAC which helped
me further my understanding within this �eld.
I received a promotion 4 years later and my new role required me to conduct
technical sales with our clients. To perform this task correctly, I conducted
research and identi�ed that a consultative selling course would help me
enhance my presentation skills and to handle client objections. I obtained
costing for the course and it was approved.
During the course of my development, I logged all training that was
completed and I identi�ed all future courses that would assist me in my
professional development.
Strategy 6 example
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Strangely enough, meeting the set deadlines is harder than writing the report
itself. This is what part “C” is all about in the ABC process. It’s about helping
you “complete” your reports in a speci�ed time.
Now what if I told you that to make great progress, all you had to do was set
aside 15-20 minutes a day for ECSA registration? Would you say it is possible
to set aside a speci�c time in your schedule to spare 15-20 minutes every day
and devote it to ECSA registration?
Just like brushing your teeth at a speci�c time, why not do the same for ECSA
registration where a speci�c time is booked out of your dairy so you can work
on these reports?
Don’t worry, I did this at least 5 times when I �rst started my ECSA
registration journey. If I could go back in time and do it all over again, the one
thing that I would change was to make ECSA registration a habit. So just like
creating a habit of brushing your teeth every day, we can make ECSA
registration a habit.
Hooray we have reached the �nal part of the ABC process towards ECSA
registration. Have you ever said to yourself that you will submit your ECSA
reports by a speci�c time and when that time arrived, you were still typing
your reports?
CHAPTER 4: Completing the report in time
CHAPTER 4
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So what time is ideal for you? If you wake up early, then maybe your 15-20
could be just as you wake up. If you a night person, then maybe your 15-20
minutes could be around 10pm. Maybe your time could even be your lunch
break while you are at work. The chosen dedicated time must just be free
from disturbances and distractions.
So what time will you dedicate to the ECSA training process? I would like you
to book out this time on your cell phone or laptop and that’s the hardest part
done and dusted.
Now that we have dedicated a set time towards ECSA registration, the next
step is to identify the tasks that need to be completed and set deadline dates
for each task.
If we had to look at the entire process, ECSA registration can be broken down
into 5 simple tasks. Let’s work together though each task and please feel free
to create your training plan around these tasks and don’t forget to set
completion dates.
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Registering as a candidate with ECSA is not compulsory. There are certain
bene�ts to registering as a candidate as well as certain disadvantages. The
bene�t of registering as a candidate is physical proof that you are dedicated
to the ECSA registration process which becomes useful if you change jobs and
the new job states that you need to prove that you are in the process of
becoming ECSA registered.
The disadvantage are the membership fees as some candidates take a long
time to become registered and end up paying yearly fees. So based upon your
circumstances, �rst determine if you are going to register as a candidate.
Once you have completed this, assign a mentor, supervisor and referee and
then complete the candidate registration process if applicable. The function
of each of these role players make can be found here
As a guideline, completion of task 1 can be within 2 weeks or less
Task 1: Con�rm candidate registration and appointmentor
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A Commitment and undertaking (C&U) is a signed agreement between
yourself, your company and mentor to commit to the ECSA training process.
It’s a written agreement that your company will provide you with adequate
work opportunities and your mentor will be dedicated to helping you become
ECSA registered. In return, you also commit to work through the process and
becoming ECSA registered.
Registration of a C&U is not compulsory but it does play in your favour when
your report is reviewed as signing a C&U means you have created a training
structure that is geared to get you ECSA registered.
Registering a C&U is easy, just download the form off ECSA website, all
parties sign on the designated parts of the document and you email the C&U
registration form back to ECSA.
As a guideline, completion of task 2 can be completed in 1 week or less
Task 2: Confrim registration of a C&U
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So task 3 is to think back in time and to make a list of work experiences you
wish to log in your reports. We mentioned the type of experience to log in
chapter 1 of this book.
As a guideline, completion of task 3 can be completed in 1 week or less and
refer to chapter 1 of this workbook for assistance.
This task is the “Align” part of the ABC process and if you need any help,
please refer to chapter 2 of this workbook.
As a guideline, completion of task 4 can be completed in 2 weeks or less and
refer to chapter 2 for assistance.
If you read through ECSA documents, it states that all work experience from
the date of obtaining your quali�cation to the date of application must be
logged in your reports. In addition to this, you can only submit your
application within a minimum period of 3 years after graduation.
Task 4: List which outcomes are demonstrated foreach work experience
Task 3: List all experiences from date of graduation
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This task is the “Build” part of the ABC process and if you need any help,
please refer to chapter 3 of this workbook.
It’s recommended to work closely with your mentor when you begin with the
writing of your reports. Constantly request feedback after completing each
phase of your report.
Once you have completed all your reports, complete the application form, get
all your referee reports and submit all your documents to ECSA.
If you require a someone to review your reports and you don't have a mentor,
drop us an email on and we can see how
we can assist you.
As a guideline, completion of task 5 is the longest task and can be completed
in the next 4 months or less
Task 5: Write TER, TEO & ER and send to ECSA
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if you would like to learn more about the professional review.Click here
Congratulations for completing the ABC process and that wraps up this
workbook on getting you started towards ECSA registration.
Congratulations
It was great walking through this process with you.
I'm sure we will meet again on our and I can't wait to hear
your greatest take away from this journey.
facebook group
As a guideline, completion of task 6 should be a minimum of one months for
preparation.
Once you have submitted your application, the �nal task is to prepare for the
professional review. Consult with your mentor on the proceedings and
requirements for the professional review.
Task 6: Prepare for Professional Review