Assessor Resource

RIIOGD204E
Perform rig floor operations

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes a participant’s skills and knowledge required to perform rig floor operations in drilling.

This unit is appropriate for those working in assistant 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 the 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 equipment

1.1 Access, interpret and apply rig floor operations 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 the personal protective equipment appropriate for the work activity

1.5 Conform to safe working practices and current legislative and operational requirements

1.6 Resolve coordination requirements with others at the site prior to commencing and during work activities

1.7 Confirm availability of required quantities and type of consumables

1.8 Identify errors, omissions and shortages and take appropriate remedial action within functional responsibility

2. Select handling equipment

2.1 Identify and select equipment appropriate for the work to be performed and conforming to operational requirements

2.2 Confirm equipment is functional and fit for the purpose and the environment in which it will be used

2.3 Identify faults in the equipment and take appropriate remedial action taken within functional responsibility

3. Handle tubulars and equipment

3.1 Position tubulars and equipment according to operational requirements

3.2 Make and break connections safely

3.3 Identify faults and defects accurately and take appropriate remedial action within functional responsibility

3.4 Handle equipment using safe lifting and handling techniques

3.5 Record data accurately at appropriate times and frequencies

4. Prepare and run drill

4.1 Obtain and wear personal protective equipment, appropriate to task

4.2 Measure and record all down hole tools and pipe to assist driller

4.3 Convey pipe and tools to drill floor with protectors fitted and in accordance with company safety operating procedures

4.4 Check make-up/break-out equipment and slip dies for cleanliness and sharpness and secure

4.5 Inspect, service and operate manual slips correctly

4.6 Operate make-up and break-out equipment correctly

4.7 Move drill floor drilling tools and equipment in accordance with operating procedures

4.8 Apply correct manual handling techniques

4.9 Conduct thread cleaning, inspection and lubrication safely

4.10 Make up drill string, applying correct use of make-up/break-out and lifting equipment

5. Prepare, run and cement casing

5.1 Prepare casing in accordance with rig operating procedures

5.2 Prepare shoe joints in accordance with company and manufacturer’s requirements

5.3 Prepare well heads/casing hangers

5.4 Prepare running tools and cementing equipment

5.5 Check lifting appliances, identify and report faults

5.6 Check and prepare handling equipment

5.7 Prepare casing centralisers correctly

5.8 Prepare and install guide frames if applicable

5.9 Prepare appropriate well control equipment and mitigation control equipment in accordance with site requirements

5.10 Run casing in correct sequence

5.11 Fill casing safely

5.12 Connect appropriate cement line as per company procedure

5.13 Carry out cementing duties while mixing

5.14 Assist as directed in preparing, running and cementing of cementing casings

6. Run cement stinger assembly (non-standard)

6.1 Land casing at appropriate joint

6.2 Assisting running cement string inside casing as per rig specific operating procedure

7. Assist in preparation and running of blow out prevention (BOP) stack, riser and diverter package

7.1 Prepare running BOP equipment in accordance with rig operating procedures

7.2 Position BOP over the wellhead using the appropriate system

7.3 Assemble and check riser running equipment

7.4 Assemble and check appropriate pressure testing equipment

7.5 Assemble and check appropriate handling equipment

8. Examine and service drill floor equipment

8.1 Read, interpret and apply lubrication schedules

8.2 Carry out lubrication in accordance with company and manufacturer’s requirements

8.3 Identify and use correct types and quantities of lubricants for applications

8.4 Check equipment such as drawworks, rotary table/head, swivel, all valves, including standpipe and choke and kill valves, wirelines and hoists and identify, report and rectify faults as appropriate

9. Maintain a high standard of rig husbandry

9.1 Maintain drill floor and equipment to company standard

9.2 Keep tools and portable equipment clean, well maintained and correctly stowed

9.3 Seal and stow flammable substances according to manufacturer’s and statutory requirements

9.4 Keep covers and gratings in place, except when in use

9.5 Maintain make-up/break-out equipment, slips and dies in a clean and sharp condition

9.6 Maintain non skid surfaces clean and free from oil and grease

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:

competently completes all evidence activities with the ability to transfer and apply skills and knowledge to new situations and environments on more than one (1) occasion

locates and applies applicable legislation, documentation, policies and procedures

implements the requirements, procedures and techniques for the safe, effective and efficient completion of performing rig floor operations including:

safe handling of tubulars and associated equipment

preparation of the casing

preparation and operation of the drill string

preparation and position of the BOP over wellhead

preparation of well control and mitigation equipment

using the correct sequence and operation of equipment

reading, interpreting and recording in writing all measurements and data required for rig operations

identifying the patterns and positions of the sheaves cable and its hanging points

works effectively with others to undertake and complete the performance of rig floor operations that meets all the required outcomes including:

organising work activities to meet all task requirements

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

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

assists in preparing, running and cementing of casing

prepares and operates pipe handling equipment

The candidate must demonstrate knowledge in of the following when performing rig floor operations:

organisation and site requirements and procedures for:

rig maintenance, safety and emergency procedures

company and statutory safety guidelines, procedures and practices

equipment safe operating procedures

equipment condition and reporting mechanisms

the function of the triangular mark stamped just above the casing

what steps are taken if the well kicks whilst running casing

lubrication techniques and their application

normal drilling operations

non-routine drilling operations

conversion between metric and imperial

a range of numerical calculations and measurements including:

length

quantities

volumes

conversion rates

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 equipment

1.1 Access, interpret and apply rig floor operations 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 the personal protective equipment appropriate for the work activity

1.5 Conform to safe working practices and current legislative and operational requirements

1.6 Resolve coordination requirements with others at the site prior to commencing and during work activities

1.7 Confirm availability of required quantities and type of consumables

1.8 Identify errors, omissions and shortages and take appropriate remedial action within functional responsibility

2. Select handling equipment

2.1 Identify and select equipment appropriate for the work to be performed and conforming to operational requirements

2.2 Confirm equipment is functional and fit for the purpose and the environment in which it will be used

2.3 Identify faults in the equipment and take appropriate remedial action taken within functional responsibility

3. Handle tubulars and equipment

3.1 Position tubulars and equipment according to operational requirements

3.2 Make and break connections safely

3.3 Identify faults and defects accurately and take appropriate remedial action within functional responsibility

3.4 Handle equipment using safe lifting and handling techniques

3.5 Record data accurately at appropriate times and frequencies

4. Prepare and run drill

4.1 Obtain and wear personal protective equipment, appropriate to task

4.2 Measure and record all down hole tools and pipe to assist driller

4.3 Convey pipe and tools to drill floor with protectors fitted and in accordance with company safety operating procedures

4.4 Check make-up/break-out equipment and slip dies for cleanliness and sharpness and secure

4.5 Inspect, service and operate manual slips correctly

4.6 Operate make-up and break-out equipment correctly

4.7 Move drill floor drilling tools and equipment in accordance with operating procedures

4.8 Apply correct manual handling techniques

4.9 Conduct thread cleaning, inspection and lubrication safely

4.10 Make up drill string, applying correct use of make-up/break-out and lifting equipment

5. Prepare, run and cement casing

5.1 Prepare casing in accordance with rig operating procedures

5.2 Prepare shoe joints in accordance with company and manufacturer’s requirements

5.3 Prepare well heads/casing hangers

5.4 Prepare running tools and cementing equipment

5.5 Check lifting appliances, identify and report faults

5.6 Check and prepare handling equipment

5.7 Prepare casing centralisers correctly

5.8 Prepare and install guide frames if applicable

5.9 Prepare appropriate well control equipment and mitigation control equipment in accordance with site requirements

5.10 Run casing in correct sequence

5.11 Fill casing safely

5.12 Connect appropriate cement line as per company procedure

5.13 Carry out cementing duties while mixing

5.14 Assist as directed in preparing, running and cementing of cementing casings

6. Run cement stinger assembly (non-standard)

6.1 Land casing at appropriate joint

6.2 Assisting running cement string inside casing as per rig specific operating procedure

7. Assist in preparation and running of blow out prevention (BOP) stack, riser and diverter package

7.1 Prepare running BOP equipment in accordance with rig operating procedures

7.2 Position BOP over the wellhead using the appropriate system

7.3 Assemble and check riser running equipment

7.4 Assemble and check appropriate pressure testing equipment

7.5 Assemble and check appropriate handling equipment

8. Examine and service drill floor equipment

8.1 Read, interpret and apply lubrication schedules

8.2 Carry out lubrication in accordance with company and manufacturer’s requirements

8.3 Identify and use correct types and quantities of lubricants for applications

8.4 Check equipment such as drawworks, rotary table/head, swivel, all valves, including standpipe and choke and kill valves, wirelines and hoists and identify, report and rectify faults as appropriate

9. Maintain a high standard of rig husbandry

9.1 Maintain drill floor and equipment to company standard

9.2 Keep tools and portable equipment clean, well maintained and correctly stowed

9.3 Seal and stow flammable substances according to manufacturer’s and statutory requirements

9.4 Keep covers and gratings in place, except when in use

9.5 Maintain make-up/break-out equipment, slips and dies in a clean and sharp condition

9.6 Maintain non skid surfaces clean and free from oil and grease

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:

competently completes all evidence activities with the ability to transfer and apply skills and knowledge to new situations and environments on more than one (1) occasion

locates and applies applicable legislation, documentation, policies and procedures

implements the requirements, procedures and techniques for the safe, effective and efficient completion of performing rig floor operations including:

safe handling of tubulars and associated equipment

preparation of the casing

preparation and operation of the drill string

preparation and position of the BOP over wellhead

preparation of well control and mitigation equipment

using the correct sequence and operation of equipment

reading, interpreting and recording in writing all measurements and data required for rig operations

identifying the patterns and positions of the sheaves cable and its hanging points

works effectively with others to undertake and complete the performance of rig floor operations that meets all the required outcomes including:

organising work activities to meet all task requirements

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

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

assists in preparing, running and cementing of casing

prepares and operates pipe handling equipment

The candidate must demonstrate knowledge in of the following when performing rig floor operations:

organisation and site requirements and procedures for:

rig maintenance, safety and emergency procedures

company and statutory safety guidelines, procedures and practices

equipment safe operating procedures

equipment condition and reporting mechanisms

the function of the triangular mark stamped just above the casing

what steps are taken if the well kicks whilst running casing

lubrication techniques and their application

normal drilling operations

non-routine drilling operations

conversion between metric and imperial

a range of numerical calculations and measurements including:

length

quantities

volumes

conversion rates

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 rig floor operations 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 the personal protective equipment appropriate for the work activity 
Conform to safe working practices and current legislative and operational requirements 
Resolve coordination requirements with others at the site prior to commencing and during work activities 
Confirm availability of required quantities and type of consumables 
Identify errors, omissions and shortages and take appropriate remedial action within functional responsibility 
Identify and select equipment appropriate for the work to be performed and conforming to operational requirements 
Confirm equipment is functional and fit for the purpose and the environment in which it will be used 
Identify faults in the equipment and take appropriate remedial action taken within functional responsibility 
Position tubulars and equipment according to operational requirements 
Make and break connections safely 
Identify faults and defects accurately and take appropriate remedial action within functional responsibility 
Handle equipment using safe lifting and handling techniques 
Record data accurately at appropriate times and frequencies 
Obtain and wear personal protective equipment, appropriate to task 
Measure and record all down hole tools and pipe to assist driller 
Convey pipe and tools to drill floor with protectors fitted and in accordance with company safety operating procedures 
Check make-up/break-out equipment and slip dies for cleanliness and sharpness and secure 
Inspect, service and operate manual slips correctly 
Operate make-up and break-out equipment correctly 
Move drill floor drilling tools and equipment in accordance with operating procedures 
Apply correct manual handling techniques 
Conduct thread cleaning, inspection and lubrication safely 
Make up drill string, applying correct use of make-up/break-out and lifting equipment 
Prepare casing in accordance with rig operating procedures 
Prepare shoe joints in accordance with company and manufacturer’s requirements 
Prepare well heads/casing hangers 
Prepare running tools and cementing equipment 
Check lifting appliances, identify and report faults 
Check and prepare handling equipment 
Prepare casing centralisers correctly 
Prepare and install guide frames if applicable 
Prepare appropriate well control equipment and mitigation control equipment in accordance with site requirements 
Run casing in correct sequence 
Fill casing safely 
Connect appropriate cement line as per company procedure 
Carry out cementing duties while mixing 
Assist as directed in preparing, running and cementing of cementing casings 
Land casing at appropriate joint 
Assisting running cement string inside casing as per rig specific operating procedure 
Prepare running BOP equipment in accordance with rig operating procedures 
Position BOP over the wellhead using the appropriate system 
Assemble and check riser running equipment 
Assemble and check appropriate pressure testing equipment 
Assemble and check appropriate handling equipment 
Read, interpret and apply lubrication schedules 
Carry out lubrication in accordance with company and manufacturer’s requirements 
Identify and use correct types and quantities of lubricants for applications 
Check equipment such as drawworks, rotary table/head, swivel, all valves, including standpipe and choke and kill valves, wirelines and hoists and identify, report and rectify faults as appropriate 
Maintain drill floor and equipment to company standard 
Keep tools and portable equipment clean, well maintained and correctly stowed 
Seal and stow flammable substances according to manufacturer’s and statutory requirements 
Keep covers and gratings in place, except when in use 
Maintain make-up/break-out equipment, slips and dies in a clean and sharp condition 
Maintain non skid surfaces clean and free from oil and grease 

Forms

Assessment Cover Sheet

RIIOGD204E - Perform rig floor operations
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

RIIOGD204E - Perform rig floor operations

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: