Install internal blinds or solar shading systems

Business Sectors (Suites): Specialist Installation Occupations (Construction)
Developed by: Construction Skills
Approved on: 30 Jul 2017


This standard is about interpreting information, adopting safe, healthy and environmentally responsible work practices, selecting and using materials, components, tools and equipment, and installing and commissioning internal blinds, screens or solar shading systems

This standard is for people working in the occupational area of specialist installation and can be used by operatives, supervisors and managers

Performance criteria

You must be able to:

​P1  interpret the given information relating to the work and resources to confirm its relevance
P2  comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices
P3  select the required quantity and quality of resources for the methods of work
P4  comply with organisational procedures to minimise the risk of damage to the work and surrounding area
P5  comply with the given contract information to carry out the work efficiently to the required specification
P6  complete the work within the allocated time, in accordance with the programme of work

Knowledge and Understanding

You need to know and understand:

Performance Criteria 1

Interpretation of information

K1  the organisational procedures developed to report and rectify inappropriate information and unsuitable resources, and how they are implemented
K2  the types of information, their source and how they are interpreted
K3  the organisational procedures to solve problems with the information and why it is important they are followed

Performance Criteria 2

Safe work practices

K4  the level of understanding operatives must have of information for relevant, current legislation and official guidance and how it is applied
K5  how emergencies should be responded to and who should respond
K6  the organisational security procedures for tools, equipment and personal belongings
K7  what the accident reporting procedures are and who is responsible for making the report
K8  why, when and how health and safety control equipment should be used
K9  how to comply with environmentally responsible work practices to meet current legislation and official guidance

Performance Criteria 3

Selection of resources

K10  the characteristics, quality, uses, sustainability, limitations and defects associated with the resources and how defects should be rectified
K11 h ow the resources should be used and how any problems associated with the resources are reported
K12  the organisational procedures to select resources, why they have been developed and how they are used
K13  the hazards associated with the resources and methods of work and how they are overcome

Performance Criteria 4

Minimise the risk of damage

K14  how to protect work from damage and the purpose of protection
K15  why disposal of waste should be carried out safely and how it is achieved

Performance Criteria 5

Meet the contract specification

K16  how methods of work, to meet the specification, are carried out and* problems* reported
K17  how maintenance of tools and equipment is carried out

Performance Criteria 6

Allocated time

K18  what the programme is for the work to be carried out in the estimated, allocated time and why deadlines should


Scope Performance

Performance Criteria 1

1  interpretation of drawings, specifications, schedules, method statements, risk assessments and manufacturers' information related to the work to be carried out

Performance Criteria 2

2  avoidance of risk by complying with the given information relating to the following
2.1  methods of work
2.2  safe use of health and safety control equipment
2.3  safe use of access equipment
2.4  safe use, storage and handling of materials, tools and equipment
2.5  specific risks to health

Performance Criteria 3

3  selection of resources associated with own work
3.1  materials, components and fixings
3.2  tools and equipment
3.3  consumables

Performance Criteria 4

4  protection of the work and its surrounding area from damage
5  maintain a clear and tidy work space
6  disposal of waste in accordance with current legislation


Performance Criteria 5**

7  demonstration of work skills to measure, mark out, drill, assemble, align, position, fit, adjust, fix and secure
8  use and maintain hand tools, power tools and ancillary equipment
9  prepare, install and commission at least three of the following internal blinds or solar shading devices to given working instructions
9.1  standard internal blinds (roller, venetian, vertical or panel)
9.2  cassetted blinds (screen, blackout or insect screen)
9.3  drapery (roman, austrian or festoon blinds)
9.4  conservatory and rooflight blinds (pleated, pinoleum or non-retractable)
9.5  solar shading systems
9.6  solar powered window covering systems
9.7  motorised systems
9.8  plantation shutters
9.9  smoke curtains
9.10  tracks (poles, curtain and anti-ligature systems)
10  test operational functions and safety devices

Performance Criteria 6

11  completion of own work within the estimated, allocated time to meet the needs of other occupations and/or client

Scope Knowledge

Disposal of waste

1  environmental responsibilities, organisational procedures, manufacturers' information, statutory regulations and official guidance


2  operative's response to situations in accordance with organisational authorisation and personal skills when involved with
2.1  fires, spillages, injuries
2.2  emergencies relating to occupational activities


3  those identified by risk assessment, methods of work, manufacturers' technical information, statutory regulations and official guidance

Health and safety control equipment

4  identified by the principles of prevention for occupational use, types and purpose of each type, work situations and general work environment
4.1  collective protective measures
4.2  personal protective equipment (PPE)
4.3  respiratory protective equipment (RPE)
4.4  local exhaust ventilation (LEV)


5  drawings, specifications, schedules, method statements, risk assessments, manufacturers' information, official guidance and current regulations governing buildings and associated with the installation of internal blinds or solar shading systems


Legislation and official guidance**

6  this relates to the operative's 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


7  operative care of hand tools, power tools and ancillary equipmen

Methods of work

8  application of knowledge for safe and healthy work practices, procedures and skills relating to the method/area of work and materials used to
8.1  confirm installation requirements
8.2  agree appropriate ways in which the work should be carried out
8.3  maintain the principles of minimum intervention and reversible alterations
8.4  stop work at the point when guesswork begins and report findings
8.5  recognise the structural composition of mounting and fixing points
8.6  prepare internal blinds, screens and solar shading systems for installation
8.7  recognise operating systems (motorised; rotation: crank handle, winch handle, cord, cable, tape, knob and wand; assisted: ratio reduction gear and balance [spring, counter-balance weight])
8.8  recognise parts and components of blinds and solar shading systems
8.9  install internal standard blinds, roller, venetian, vertical or panel, cassetted blinds, screen, blackout, insect screens, drapery, roman, austrian or festoon blinds, conservatory and rooflight blinds, pleated, pinoleum or non-retractable, solar shading systems, solar powered window covering systems, motorised, automated systems, plantation shutters, smoke curtains, tracks, poles, curtain and anti-ligature systems
8.10  adjust blinds, screens and solar shading systems
8.11  explain automated control systems
8.12  recognise and determine when specialist skills and knowledge are required and report accordingly
8.13  test the operation of blinds, screens and solar shading systems
8.14  inspect, check and test safety devices
8.15  provide operation, safety and maintenance information to client, customer or their representative
8.16  describe the operation for optimal energy saving performance
8.17  work on buildings of historical significance
8.18  identify and follow the installation quality requirements
8.19  use hand tools, power tools and equipment
8.20  work at height
8.21  use access equipment
9  team work and communication
10  needs of other occupations associated with the installation of internal blinds, screens or solar shading devices


11  those arising from information, resources and methods of work
11.1  own authority to rectify
11.2  organisational reporting procedures


12  types of productivity targets and time scales
13  how times are estimated
14  organisational procedures for reporting circumstances which will affect the work programme

Protect work

15  protect work against damage from general workplace activities, other occupations and adverse weather conditions



**16  materials, components and equipment relating to types, quantity, quality, sizes and the sustainability of standard and/or specialist
16.1  fittings and fixings
16.2  operating systems
16.3  blinds and solar shading systems
16.4  hand tools, power tools and equipment
16.5  operation, safety and maintenance documentation
17  confirm resources and materials conform with the specification
18  methods of calculating quantity, length, area and wastage associated with the method and procedure to install internal blinds or solar shading systems

**Security procedures

**19  site, workplace, company, operative and vehicles





Links To Other NOS

External Links

Version Number


Indicative Review Date

30 Aug 2022





Originating Organisation


Original URN


Relevant Occupations

Construction and Building Trades nec

SOC Code



Roller blinds; Cassetted blinds; Drapery; Conservatory blinds; Rooflight blinds; Solar powered blinds; Plantation shutters; Smoke curtains; Motorised and automated systems