RIISAM215D - Carry out drilling industry operational maintenance
Assessor Resource
RIISAM215D Carry out drilling industry operational maintenance
Assessment tool
Version 1.0 Issue Date: May 2024
This unit describes a participant’s skills and knowledge required to carry out operational maintenance in Drilling.
This unit is appropriate for those working in operational roles.
No licensing, legislation or certification requirements apply to this unit at the time of publication.
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 to carry out drilling Industry operational maintenance
1.1 Access, interpret and apply drilling service and maintenance 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 appropriate personal protective equipment for the work activity Communicate and coordinate activities with others throughout the work activity
1.5 Obtain and interpret emergency procedures and be ready for fire/accident/emergency
2. Carry out pre-drilling checks and maintenance
2.1 Carry out pre drilling checks
2.2 Complete workplace and/or site documentation
2.3 Access and apply lubrication schedule
2.4 Top up fluid levels and bleed lines
2.5 Check filters and clean/replace
2.6 Check security of all circulation systems
2.7 Ensure cabin and windscreen are clean and seat belts and windscreen washer function
3. Perform machine checks
3.1 Carry out equipment inspection, servicing and lubrication
3.2 Identify faults or potential faults
3.3 Observe isolation/tag out/lock out procedures
3.4 Identify, record and/or report requirement for repair or maintenance and critical time line for rectification
3.5 Monitor effectiveness of maintenance performed
4. Maintain all down hole tools and other drilling consumables
4.1 Carry out component maintenance
4.2 Maintain and store tools and consumables
5. Perform machinery maintenance
5.1 Access and apply scheduled machinery servicing, maintenance and overhauls
5.2 Use tag out/lock out when servicing
5.3 Carry out minor servicing of equipment
5.4 Carry out routine inspection, servicing, lubrication and housekeeping tasks
5.5 Read and apply instructions on maintenance procedures, lubrication tasks and filter change/service
5.6 Identify, record and replace worn parts
5.7 Conduct diagnostic and troubleshooting techniques and take remedial action
5.8 Identify operational faults in and maintain hydraulic systems
5.9 Report service and repair requirements and take remedial action
6. Perform equipment and machinery field repairs
6.1 Isolate and rectify equipment faults
6.2 Identify extent of repair needed and obtain spare parts
6.3 Identify, select and use tools required for maintenance and repairs
6.4 Identify and return re-usable parts/components or accessories
6.5 Review equipment and re-set in response to site conditions
6.6 Identify system faults and formulate appropriate responses within agreed time lines
6.7 Maintain service records
6.8 Dismantle, assess, service, repair, reassemble and test drill components
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
works effectively with others to carry out drilling industry operational maintenance that meets all of the required outcomes including:
organising work activities to meet all task requirements
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 carrying out drilling industry operational maintenance that safely, effectively and efficiently meets all of the required outcomes on more than one (1) occasion including:
planning and preparing for operational maintenance tasks including:
carrying out pre-drilling checks and maintenance
performing machine checks
maintaining and store tools and consumables
completing maintenance including:
equipment inspection, servicing and lubrication
fault identification
isolation/tag out/lock out
machinery maintenance
field repairs
completing workplace and/or site documentation
The candidate must demonstrate knowledge in carrying out drilling Industry operational maintenance through:
Accessing, interpreting and applying organisational and site requirements and procedures for:
environmental protection
isolation and tag out
documentation and reporting
work, health and safety
hazard identification and risk control
Job Safety Analysis (JSA)
hazardous goods handling
tag out/lock out
selection and use of hand and power tools
verbal and written communication
applying manufacturer’s maintenance requirements and procedures
identifying characteristics, technical capabilities and limitations of equipment
identifying mechanical/electrical/hydraulic systems and power tools characteristics
identifying lubricants and their uses
identifying and interpreting all engine, electric and hydraulic indicators and gauges
identifying transmission and drive systems
An assessor of this unit must satisfy the requirements of the NVR/AQTF or their successors; 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 to carry out drilling Industry operational maintenance
1.1 Access, interpret and apply drilling service and maintenance 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 appropriate personal protective equipment for the work activity Communicate and coordinate activities with others throughout the work activity
1.5 Obtain and interpret emergency procedures and be ready for fire/accident/emergency
2. Carry out pre-drilling checks and maintenance
2.1 Carry out pre drilling checks
2.2 Complete workplace and/or site documentation
2.3 Access and apply lubrication schedule
2.4 Top up fluid levels and bleed lines
2.5 Check filters and clean/replace
2.6 Check security of all circulation systems
2.7 Ensure cabin and windscreen are clean and seat belts and windscreen washer function
3. Perform machine checks
3.1 Carry out equipment inspection, servicing and lubrication
3.2 Identify faults or potential faults
3.3 Observe isolation/tag out/lock out procedures
3.4 Identify, record and/or report requirement for repair or maintenance and critical time line for rectification
3.5 Monitor effectiveness of maintenance performed
4. Maintain all down hole tools and other drilling consumables
4.1 Carry out component maintenance
4.2 Maintain and store tools and consumables
5. Perform machinery maintenance
5.1 Access and apply scheduled machinery servicing, maintenance and overhauls
5.2 Use tag out/lock out when servicing
5.3 Carry out minor servicing of equipment
5.4 Carry out routine inspection, servicing, lubrication and housekeeping tasks
5.5 Read and apply instructions on maintenance procedures, lubrication tasks and filter change/service
5.6 Identify, record and replace worn parts
5.7 Conduct diagnostic and troubleshooting techniques and take remedial action
5.8 Identify operational faults in and maintain hydraulic systems
5.9 Report service and repair requirements and take remedial action
6. Perform equipment and machinery field repairs
6.1 Isolate and rectify equipment faults
6.2 Identify extent of repair needed and obtain spare parts
6.3 Identify, select and use tools required for maintenance and repairs
6.4 Identify and return re-usable parts/components or accessories
6.5 Review equipment and re-set in response to site conditions
6.6 Identify system faults and formulate appropriate responses within agreed time lines
6.7 Maintain service records
6.8 Dismantle, assess, service, repair, reassemble and test drill components
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
works effectively with others to carry out drilling industry operational maintenance that meets all of the required outcomes including:
organising work activities to meet all task requirements
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 carrying out drilling industry operational maintenance that safely, effectively and efficiently meets all of the required outcomes on more than one (1) occasion including:
planning and preparing for operational maintenance tasks including:
carrying out pre-drilling checks and maintenance
performing machine checks
maintaining and store tools and consumables
completing maintenance including:
equipment inspection, servicing and lubrication
fault identification
isolation/tag out/lock out
machinery maintenance
field repairs
completing workplace and/or site documentation
The candidate must demonstrate knowledge in carrying out drilling Industry operational maintenance through:
Accessing, interpreting and applying organisational and site requirements and procedures for:
environmental protection
isolation and tag out
documentation and reporting
work, health and safety
hazard identification and risk control
Job Safety Analysis (JSA)
hazardous goods handling
tag out/lock out
selection and use of hand and power tools
verbal and written communication
applying manufacturer’s maintenance requirements and procedures
identifying characteristics, technical capabilities and limitations of equipment
identifying mechanical/electrical/hydraulic systems and power tools characteristics
identifying lubricants and their uses
identifying and interpreting all engine, electric and hydraulic indicators and gauges
identifying transmission and drive systems
An assessor of this unit must satisfy the requirements of the NVR/AQTF or their successors; 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 drilling service and maintenance 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 appropriate personal protective equipment for the work activity Communicate and coordinate activities with others throughout the work activity
Obtain and interpret emergency procedures and be ready for fire/accident/emergency
Carry out pre drilling checks
Complete workplace and/or site documentation
Access and apply lubrication schedule
Top up fluid levels and bleed lines
Check filters and clean/replace
Check security of all circulation systems
Ensure cabin and windscreen are clean and seat belts and windscreen washer function
Carry out equipment inspection, servicing and lubrication
Identify faults or potential faults
Observe isolation/tag out/lock out procedures
Identify, record and/or report requirement for repair or maintenance and critical time line for rectification
Monitor effectiveness of maintenance performed
Carry out component maintenance
Maintain and store tools and consumables
Access and apply scheduled machinery servicing, maintenance and overhauls
Use tag out/lock out when servicing
Carry out minor servicing of equipment
Carry out routine inspection, servicing, lubrication and housekeeping tasks
Read and apply instructions on maintenance procedures, lubrication tasks and filter change/service
Identify, record and replace worn parts
Conduct diagnostic and troubleshooting techniques and take remedial action
Identify operational faults in and maintain hydraulic systems
Report service and repair requirements and take remedial action
Isolate and rectify equipment faults
Identify extent of repair needed and obtain spare parts
Identify, select and use tools required for maintenance and repairs
Identify and return re-usable parts/components or accessories
Review equipment and re-set in response to site conditions
Identify system faults and formulate appropriate responses within agreed time lines
Maintain service records
Dismantle, assess, service, repair, reassemble and test drill components
Access, interpret and apply drilling service and maintenance 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 appropriate personal protective equipment for the work activity Communicate and coordinate activities with others throughout the work activity
Obtain and interpret emergency procedures and be ready for fire/accident/emergency
Carry out pre drilling checks
Complete workplace and/or site documentation
Access and apply lubrication schedule
Top up fluid levels and bleed lines
Check filters and clean/replace
Check security of all circulation systems
Ensure cabin and windscreen are clean and seat belts and windscreen washer function
Carry out equipment inspection, servicing and lubrication
Identify faults or potential faults
Observe isolation/tag out/lock out procedures
Identify, record and/or report requirement for repair or maintenance and critical time line for rectification
Monitor effectiveness of maintenance performed
Carry out component maintenance
Maintain and store tools and consumables
Access and apply scheduled machinery servicing, maintenance and overhauls
Use tag out/lock out when servicing
Carry out minor servicing of equipment
Carry out routine inspection, servicing, lubrication and housekeeping tasks
Read and apply instructions on maintenance procedures, lubrication tasks and filter change/service
Identify, record and replace worn parts
Conduct diagnostic and troubleshooting techniques and take remedial action
Identify operational faults in and maintain hydraulic systems
Report service and repair requirements and take remedial action
Isolate and rectify equipment faults
Identify extent of repair needed and obtain spare parts
Identify, select and use tools required for maintenance and repairs
Identify and return re-usable parts/components or accessories
Review equipment and re-set in response to site conditions
Identify system faults and formulate appropriate responses within agreed time lines
Maintain service records
Dismantle, assess, service, repair, reassemble and test drill components
Forms
Assessment Cover Sheet
RIISAM215D - Carry out drilling industry operational maintenance
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
RIISAM215D - Carry out drilling industry operational maintenance
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