Assessor Resource

RIINHB309E
Conduct guided boring

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes a participant’s skills and knowledge required to conduct guided boring in the drilling and civil construction sectors.

This unit is appropriate for those working in operational roles.

Licensing, legislative, regulatory and certification requirements that apply to this unit can vary between states, territories, and industry sectors. Relevant information must be sourced prior to application of this unit.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

1. Plan and prepare for guided boring

1.1 Access, interpret and apply guided boring documentation and ensure the work activity is compliant

1.2 Obtain, read, interpret, clarify and confirm work requirements

1.3 Identify and address potential risks, hazards and environmental issues and implement control measures

1.4 Select and wear personal protective equipment appropriate for work activities

1.5 Obtain and interpret emergency procedures, and be prepared for fire/accident/emergency

1.6 Communicate and coordinate activities with others throughout the work activity

2. Bore pilot hole

2.1 Carry out pre-start and start up procedures

2.2 Identify, select and apply rig operational controls

2.3 Fit locating device to drill head and attach drill head to drill stem

2.4 Align drilling head with survey tool and survey control system

2.5 Drill pilot hole according to design alignment

2.6 Monitor drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits

2.7 Add drill stem sections as required

2.8 Steer, and where required, zone steer drill head to achieve required pitch and direction

2.9 Monitor and interpret all gauge/dial readings

2.10 Monitor and interpret drill fluid return and drill spoil

2.11 Monitor and interpret drill head position and pitch

2.12 Maintain communication with all relevant personnel

2.13 Maintain drill log and reports as required

3. Complete back reaming, and product pull back

3.1 Lock out machine

3.2 Remove drill head

3.3 Check free rotation of swivel

3.4 Connect appropriate back reamer, swivel and product

3.5 Locate product feed to prevent damage and within breakover limitations

3.6 Check all safety precautions are in place and restart machine

3.7 Back reaming/pre-ream, and install product, removing drill stem sections

3.8 Monitor and interpret all gauge/dial readings

3.9 Monitor and interpret drill fluid flow from both ends of hole

3.10 Monitor product feed

3.11 Continually monitor hazards and risks, and ensure safety of self, other personnel, plant and equipment

3.12 Take required actions to achieve satisfactory product installation as required

3.13 Maintain drill log and reports as required

4. Respond to problems

4.1 Identify possible problems in equipment or process

4.2 Determine problems needing action

4.3 Determine possible fault causes

4.4 Rectify problem using appropriate solution within area of responsibility

4.5 Follow through items initiated until final resolution has occurred

4.6 Report problems outside area of responsibility to designated person

5. Complete equipment maintenance and housekeeping

5.1 Carry out shutdown and secure equipment

5.2 Monitor wear on drill stem, particularly threads

5.3 Dress damaged threads or replace drill stem as required

5.4 Check all equipment and hoses

5.5 Monitor wear on drill heads and reamers and take required action

5.6 Clean all equipment upon completion of bore, ensuring environmental controls are followed

5.7 Rotate drill stems in stack

5.8 Ensure drill fluid is appropriately contained/disposed of

5.9 Ensure maintenance schedules are followed

5.10 Ensure housekeeping activities are completed

5.11 Process records

Evidence is required to be collected that demonstrates a candidate’s competency in this unit. Evidence must be relevant to the roles within this sector’s work operations and satisfy all of the requirements of the performance criteria of this unit and include evidence that the candidate:

locates and applies relevant documentation, policies and procedures

implements the requirements, procedures and techniques for the safe, effective and efficient completion of guided boring including:

interpreting geological and survey data

conducting mechanical and manual handling

understanding the metric and imperial units conversion

using mathematical calculations, addition, subtraction, multiplication and division

using a calculator to calculate hole volume

works effectively with others to undertake and complete the conduct of guided bores that meets all of the required outcomes including:

complying with written and verbal reporting requirements and procedures

communicating clearly and concisely with others to receive and clarify work instructions

communicating clearly and concisely with others to resolve coordination requirements prior to commencing and during work activities

demonstrates completion of guided bores that safely, effectively and efficiently meets all of the required outcomes on more than one (1) occasion including:

fitting and locating device to drill head and attaching drill head to drill stem

aligning drill head with survey tool and survey control system

drilling pilot hole according to design alignment

monitoring drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits

steering, and where required, zone steering drill head to achieve required pitch and direction

monitoring and interpreting all gauge/dial readings

monitoring and interpreting drill head position and pitch

completing back reaming, and product pull back

The candidate must demonstrate knowledge of the following when conducting guided boring:

organisation and site requirements and procedures for;

work, health and safety

environmental issues

operating drill rig

housekeeping

worksite coordination requirements and procedures

site operating techniques and systems

systems and alarms requirements and procedures

ground preparation requirements and procedures

inspection, fault finding and reporting requirements and procedures

routine operator servicing, maintenance and housekeeping requirements and procedures

dust suppression techniques

drill system characteristics, technical capability and limitations

diagrams, plans and instructions for positioning, recording work or progress

preparation for fire/accident/emergency

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors; and industry regulations for certification and licensing; and,

this unit must be assessed in the context of this sector’s work environment; and,

this unit must be assessed in compliance with relevant legislation/regulation and using policies, procedures, processes and operational manuals directly related to the industry sector for which it is being assessed; and,

assessment may be conducted in conjunction with the assessment of other units of competency; and,

assessment must confirm consistent performance can be applied in a range of relevant workplace circumstances; and,

assessors must demonstrate the performance evidence, and knowledge evidence as outlined in this unit of competency, and through the minimum years of current* work experience specified below in an industry sector relevant to the outcomes of the unit; or,

where the assessor does not meet experience requirements a co-assessment or partnership arrangement must exist between the qualified assessor and an industry subject matter expert. The industry subject matter expert should hold the unit being assessed (or an equivalent unit) and/or demonstrate equivalence of skills and knowledge at the unit level. An industry technical expert must also demonstrate skills and knowledge from the minimum years of current work experience specified below in the industry sector, including time spent in roles related to the unit being assessed; and,

assessor and industry subject matter expert requirements differ depending on the Australian Qualifications Framework Level (AQF) of the qualification being assessed and/or industry sector as follows:

Industry sector

AQF** Level

Required assessor or industry subject matter expert experience

Drilling, Metalliferous Mining, Coal Mining, Extractive (Quarrying) and Civil Construction

1

1 Year

2

2 Years

Drilling, Coal Mining and Extractive (Quarrying)

3-6

3 Years

Metalliferous Mining and Civil Construction

3-6

5 Years

Other sectors

Where this unit is being assessed outside of the Resources and Infrastructure Sectors, assessor and/or industry subject matter expert experience should be in-line with industry standards for the sector in which it is being assessed and, where no industry standard is specified, should comply with any relevant regulation.

*Assessors can demonstrate current work experience through employment within industry in a role relevant to the outcomes of the unit; or, for external assessors this can be demonstrated through exposure to industry by conducting frequent site assessments across various locations.

**Where a unit is being delivered outside of a qualification the first numeric character in the unit code should be considered to indicate the AQF level.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

1. Plan and prepare for guided boring

1.1 Access, interpret and apply guided boring documentation and ensure the work activity is compliant

1.2 Obtain, read, interpret, clarify and confirm work requirements

1.3 Identify and address potential risks, hazards and environmental issues and implement control measures

1.4 Select and wear personal protective equipment appropriate for work activities

1.5 Obtain and interpret emergency procedures, and be prepared for fire/accident/emergency

1.6 Communicate and coordinate activities with others throughout the work activity

2. Bore pilot hole

2.1 Carry out pre-start and start up procedures

2.2 Identify, select and apply rig operational controls

2.3 Fit locating device to drill head and attach drill head to drill stem

2.4 Align drilling head with survey tool and survey control system

2.5 Drill pilot hole according to design alignment

2.6 Monitor drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits

2.7 Add drill stem sections as required

2.8 Steer, and where required, zone steer drill head to achieve required pitch and direction

2.9 Monitor and interpret all gauge/dial readings

2.10 Monitor and interpret drill fluid return and drill spoil

2.11 Monitor and interpret drill head position and pitch

2.12 Maintain communication with all relevant personnel

2.13 Maintain drill log and reports as required

3. Complete back reaming, and product pull back

3.1 Lock out machine

3.2 Remove drill head

3.3 Check free rotation of swivel

3.4 Connect appropriate back reamer, swivel and product

3.5 Locate product feed to prevent damage and within breakover limitations

3.6 Check all safety precautions are in place and restart machine

3.7 Back reaming/pre-ream, and install product, removing drill stem sections

3.8 Monitor and interpret all gauge/dial readings

3.9 Monitor and interpret drill fluid flow from both ends of hole

3.10 Monitor product feed

3.11 Continually monitor hazards and risks, and ensure safety of self, other personnel, plant and equipment

3.12 Take required actions to achieve satisfactory product installation as required

3.13 Maintain drill log and reports as required

4. Respond to problems

4.1 Identify possible problems in equipment or process

4.2 Determine problems needing action

4.3 Determine possible fault causes

4.4 Rectify problem using appropriate solution within area of responsibility

4.5 Follow through items initiated until final resolution has occurred

4.6 Report problems outside area of responsibility to designated person

5. Complete equipment maintenance and housekeeping

5.1 Carry out shutdown and secure equipment

5.2 Monitor wear on drill stem, particularly threads

5.3 Dress damaged threads or replace drill stem as required

5.4 Check all equipment and hoses

5.5 Monitor wear on drill heads and reamers and take required action

5.6 Clean all equipment upon completion of bore, ensuring environmental controls are followed

5.7 Rotate drill stems in stack

5.8 Ensure drill fluid is appropriately contained/disposed of

5.9 Ensure maintenance schedules are followed

5.10 Ensure housekeeping activities are completed

5.11 Process records

Evidence is required to be collected that demonstrates a candidate’s competency in this unit. Evidence must be relevant to the roles within this sector’s work operations and satisfy all of the requirements of the performance criteria of this unit and include evidence that the candidate:

locates and applies relevant documentation, policies and procedures

implements the requirements, procedures and techniques for the safe, effective and efficient completion of guided boring including:

interpreting geological and survey data

conducting mechanical and manual handling

understanding the metric and imperial units conversion

using mathematical calculations, addition, subtraction, multiplication and division

using a calculator to calculate hole volume

works effectively with others to undertake and complete the conduct of guided bores that meets all of the required outcomes including:

complying with written and verbal reporting requirements and procedures

communicating clearly and concisely with others to receive and clarify work instructions

communicating clearly and concisely with others to resolve coordination requirements prior to commencing and during work activities

demonstrates completion of guided bores that safely, effectively and efficiently meets all of the required outcomes on more than one (1) occasion including:

fitting and locating device to drill head and attaching drill head to drill stem

aligning drill head with survey tool and survey control system

drilling pilot hole according to design alignment

monitoring drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits

steering, and where required, zone steering drill head to achieve required pitch and direction

monitoring and interpreting all gauge/dial readings

monitoring and interpreting drill head position and pitch

completing back reaming, and product pull back

The candidate must demonstrate knowledge of the following when conducting guided boring:

organisation and site requirements and procedures for;

work, health and safety

environmental issues

operating drill rig

housekeeping

worksite coordination requirements and procedures

site operating techniques and systems

systems and alarms requirements and procedures

ground preparation requirements and procedures

inspection, fault finding and reporting requirements and procedures

routine operator servicing, maintenance and housekeeping requirements and procedures

dust suppression techniques

drill system characteristics, technical capability and limitations

diagrams, plans and instructions for positioning, recording work or progress

preparation for fire/accident/emergency

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors; and industry regulations for certification and licensing; and,

this unit must be assessed in the context of this sector’s work environment; and,

this unit must be assessed in compliance with relevant legislation/regulation and using policies, procedures, processes and operational manuals directly related to the industry sector for which it is being assessed; and,

assessment may be conducted in conjunction with the assessment of other units of competency; and,

assessment must confirm consistent performance can be applied in a range of relevant workplace circumstances; and,

assessors must demonstrate the performance evidence, and knowledge evidence as outlined in this unit of competency, and through the minimum years of current* work experience specified below in an industry sector relevant to the outcomes of the unit; or,

where the assessor does not meet experience requirements a co-assessment or partnership arrangement must exist between the qualified assessor and an industry subject matter expert. The industry subject matter expert should hold the unit being assessed (or an equivalent unit) and/or demonstrate equivalence of skills and knowledge at the unit level. An industry technical expert must also demonstrate skills and knowledge from the minimum years of current work experience specified below in the industry sector, including time spent in roles related to the unit being assessed; and,

assessor and industry subject matter expert requirements differ depending on the Australian Qualifications Framework Level (AQF) of the qualification being assessed and/or industry sector as follows:

Industry sector

AQF** Level

Required assessor or industry subject matter expert experience

Drilling, Metalliferous Mining, Coal Mining, Extractive (Quarrying) and Civil Construction

1

1 Year

2

2 Years

Drilling, Coal Mining and Extractive (Quarrying)

3-6

3 Years

Metalliferous Mining and Civil Construction

3-6

5 Years

Other sectors

Where this unit is being assessed outside of the Resources and Infrastructure Sectors, assessor and/or industry subject matter expert experience should be in-line with industry standards for the sector in which it is being assessed and, where no industry standard is specified, should comply with any relevant regulation.

*Assessors can demonstrate current work experience through employment within industry in a role relevant to the outcomes of the unit; or, for external assessors this can be demonstrated through exposure to industry by conducting frequent site assessments across various locations.

**Where a unit is being delivered outside of a qualification the first numeric character in the unit code should be considered to indicate the AQF level.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Access, interpret and apply guided boring documentation and ensure the work activity is compliant 
Obtain, read, interpret, clarify and confirm work requirements 
Identify and address potential risks, hazards and environmental issues and implement control measures 
Select and wear personal protective equipment appropriate for work activities 
Obtain and interpret emergency procedures, and be prepared for fire/accident/emergency 
Communicate and coordinate activities with others throughout the work activity 
Carry out pre-start and start up procedures 
Identify, select and apply rig operational controls 
Fit locating device to drill head and attach drill head to drill stem 
Align drilling head with survey tool and survey control system 
Drill pilot hole according to design alignment 
Monitor drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits 
Add drill stem sections as required 
Steer, and where required, zone steer drill head to achieve required pitch and direction 
Monitor and interpret all gauge/dial readings 
Monitor and interpret drill fluid return and drill spoil 
Monitor and interpret drill head position and pitch 
Maintain communication with all relevant personnel 
Maintain drill log and reports as required 
Lock out machine 
Remove drill head 
Check free rotation of swivel 
Connect appropriate back reamer, swivel and product 
Locate product feed to prevent damage and within breakover limitations 
Check all safety precautions are in place and restart machine 
Back reaming/pre-ream, and install product, removing drill stem sections 
Monitor and interpret all gauge/dial readings 
Monitor and interpret drill fluid flow from both ends of hole 
Monitor product feed 
Continually monitor hazards and risks, and ensure safety of self, other personnel, plant and equipment 
Take required actions to achieve satisfactory product installation as required 
Maintain drill log and reports as required 
Identify possible problems in equipment or process 
Determine problems needing action 
Determine possible fault causes 
Rectify problem using appropriate solution within area of responsibility 
Follow through items initiated until final resolution has occurred 
Report problems outside area of responsibility to designated person 
Carry out shutdown and secure equipment 
Monitor wear on drill stem, particularly threads 
Dress damaged threads or replace drill stem as required 
Check all equipment and hoses 
Monitor wear on drill heads and reamers and take required action 
Clean all equipment upon completion of bore, ensuring environmental controls are followed 
Rotate drill stems in stack 
Ensure drill fluid is appropriately contained/disposed of 
Ensure maintenance schedules are followed 
Ensure housekeeping activities are completed 
Process records 

Forms

Assessment Cover Sheet

RIINHB309E - Conduct guided boring
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

RIINHB309E - Conduct guided boring

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: