Assessor Resource

RIISAM502B
Manage general drilling equipment maintenance

Assessment tool

Version 1.0
Issue Date: May 2024


This unit is appropriate for those working in management roles, at worksites within:

Drilling

This unit covers managing equipment maintenance in the general drilling industry. It includes: planning and preparing for equipment maintenance; managing movement of stock; planning and organising maintenance and overhauls; evaluating new and used equipment; and maintaining inventories of all items needed on site.

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

Prerequisites

Not applicable.


Co-Requisites

Not applicable.


Employability Skills

This unit contains employability skills.




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.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

The evidence required to demonstrate competency in this unit must be relevant to worksite operations and satisfy all of the requirements of the performance criteria, required skills and knowledge and the range statement of this unit and include evidence of the following:

knowledge of the requirements, procedures and instructions for the managing of equipment maintenance in the general drilling industry

implementation of procedures and techniques for the safe, effective and efficient managing of equipment maintenance in the general drilling industry

the identification of the relevant information and scope of the work required to meet the required outcomes

the identification of viable options and the selection of options that best meet the required outcomes

working with others to undertake and complete equipment maintenance in the general drilling industry

consistent successful management of equipment maintenance in the general drilling industry

Context of and specific resources for assessment

This unit must be assessed in the context of the work environment. Where personal safety or environmental damage are limiting factors, assessment may occur in a simulated environment provided it is realistic and sufficiently rigorous to cover all aspects of workplace performance, including task skills, task management skills, contingency management skills and job role environment skills.

The assessment environment should not disadvantage the participant. For example, language, literacy and numeracy demands of assessment should not be greater than those required on the job.

Customisation of assessment and delivery environment to sensitively accommodate cultural diversity.

Aboriginal people and other people from a non English speaking background may have second language issues.

Assessment of this competency requires typical resources normally used in a civil works environment. Selection and use of resources for particular worksites may differ due to site circumstances.

Where applicable, physical resources should include equipment modified for people with disabilities.

Access must be provided to appropriate learning and/or assessment support when required.

Method of assessment

This unit may be assessed in a holistic way with other units of competency. The assessment strategy for this unit must verify required knowledge and skill and practical application using more than one of the following assessment methods:

written and/or oral assessment of the candidate's required knowledge to apply in undertaking of the managing equipment maintenance in the general drilling industry

observed, documented and/or first hand testimonial evidence of the candidate's:

implementation of appropriate procedures and techniques for the safe, effective and efficient achievement of the required outcomes

identification of the relevant information and scope of the work required to meet the required outcomes

identification of viable options and the selection of options that best meet the required outcomes

consistently achieving the required outcomes

first hand testimonial and documentary evidence of the candidate's:

working with others to undertake and complete equipment maintenance in the general drilling industry

provision of clear and timely required support and advice on equipment maintenance in the general drilling industry

Guidance information for assessment

Consult the SkillsDMC User Guide for further information on assessment including access and equity issues.


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.

Required skills

Specific skills are required to achieve the performance criteria in this unit, particularly for the application in the various circumstances in which this unit may be applied. This includes the ability to carry out the following as required to manage general drilling equipment maintenance:

apply legislative, organisation and site requirements and procedures

apply stocks checking and maintenance requirements and procedures

apply cost benefit analysis

apply equipment/consumables order procedures

apply reporting procedures

Required knowledge

Specific knowledge is required to achieve the performance criteria of this unit, particularly its application in a variety of circumstances in which the unit may be used. This includes knowledge of the following as required to manage general drilling equipment maintenance:

equipment and ancillary attachment characteristics, technical capabilities and limitations

wear parts and relative frequency of replacement

purpose of stock control

financial transactions (e.g. cash flow, cost benefit analysis)

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Relevant compliance documentation may include:

legislative, organisation and site requirements and procedures

manufacturer's guidelines and specifications

Australian standards

code of practice

Employment and Workplace Relations legislation

Equal Employment Opportunity and Disability Discrimination legislation

Work instructions may come from briefings, handovers, plans and work orders and may be written or verbal, formal or informal and may include:

nature and scope of tasks

specifications

operational conditions

obtaining of permits required

site layout

worksite inspection requirements

plant or equipment defects

hazards and potential hazards

coordination requirements or issues

contamination control requirements

environmental control requirements

barricade and signage requirements

Coordination requirements may include:

drill rig operators

maintenance personnel

supervisors

Cost items may include:

plant equipment and hire

fuel, materials, drilling stores and bits

maintenance and drill string replacement

Spares and consumables may be identified by:

diagrams in maker handbooks and other documents

lists in maker handbooks and other documents

labels, bar codes, and on items

Scheduling may include:

flow charting

timelines/diagrams

critical path

just in time (JIT)

Methods of maintaining stock levels may include:

two bin system

re-order level system

re-order cycle system

any of the above operating with computer assistance

replenishment system

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 compliance documentation relevant to managing equipment maintenance in the general drilling industry 
Obtain, confirm and apply work instructions for the allocated task 
Identify, manage and report all potential hazards 
Resolve coordination requirements with others at the site prior to commencing and during work activities 
Identify items needed for the worksite 
Cost and plan delivery of stock, parts and consumables from suppliers and an alternative supplier, having regard to delivery timeframes 
Prepare and maintain checklist of all materials and spares to ensure the drilling operation continues effectively 
Make arrangements for the safe and secure storage on site/in store/workshop, of materials and spare parts 
Identify wear parts and relative frequency of replacement and determine replacement costs 
Place orders for stock or equipment maintenance in advance of need, to ensure continuous availability 
Develop and implement procedures for issue, return and recording of stock movement 
Maintain inventory in accordance with company requirements 
Record parts usage accurately and in compliance with requirements 
Determine type and frequency of maintenance tasks 
Organise equipment maintenance and service to ensure availability is maintained and downtime minimised 
Monitor performance of maintenance schedules and take corrective action, if necessary 
Arrange sources for obtaining back-up or replacement equipment 
Allocate competent personnel to carry out maintenance tasks 
Ensure records are maintained in compliance with requirements 
Test materials and equipment to ensure continuing serviceability in compliance with requirements 
Monitor availability of new and used equipment 
Evaluate costs/benefits of replacing equipment, and recommend/implement the purchase/lease of replacement equipment 
Monitor individual machine records in line with replacement policies 
Maintain economic stock levels by implementing a stock control system to record stock levels and stock usages 
Monitor performance of stock control system and take corrective action if required 
Use approved requisition/purchasing procedures to order parts and supplies at the appropriate time and in the appropriate quantity 
Carry out stocktaking and rotate and monitor ongoing stock levels to ensure continuing availability of spares and materials and in compliance with requirements 
Keep a hazardous substances register 
Ensure resources/stock required for servicing is available only on authorised access 
Prevent/minimise waste or damage to spare parts in storage 
Determine approximate timelines for re-ordering 
Calculate/estimate and order replacement of equipment, consumables, components and materials 
Report any problems with stock control or availability of parts to appropriate personnel 

Forms

Assessment Cover Sheet

RIISAM502B - Manage general drilling equipment 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

RIISAM502B - Manage general drilling equipment 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

Assessor name:

Signature:

Date:

Student signature:

Date: