Assessor Resource

RIIWSV201E
Perform well servicing rig floor operations

Assessment tool

Version 1.0
Issue Date: May 2024


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

This unit is appropriate for those working in an assistant’s role.

Licensing, legislative, regulatory and certification requirements that may 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 compliance documentation and ensure the work activity is compliant

1.2 Obtain, read, confirm and apply work instructions

1.3 Identify, manage and report all potential hazards

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

1.5 Confirm availability of required quantities and type of consumables

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

1.7 Select and use/wear protective clothing and equipment

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 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 pipe/tubing

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

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

4.3 Check tongs and slip dies for cleanliness and sharpness and secure long lines

4.4 Inspect, service and operate slips correctly

4.5 Operate make-up and break-out tongs correctly

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

4.7 Apply correct manual handling techniques

4.8 Conduct thread cleaning, inspection and lubrication safely

4.9 Make up and run drill string/tubing string,

5. Assist in preparation and running of blow out prevention stack, riser and diverter package

5.1 Prepare running blow out prevention equipment in accordance with rig operating procedures

5.2 Position blow out prevention over the wellhead using the appropriate system

5.3 Assemble and check appropriate pressure test caps

5.4 Assemble and check appropriate handling equipment

6. Examine and service drill floor equipment

6.1 Read, interpret and apply lubrication schedules

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

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

6.4 Check drawworks, top drive, swivel, all valves, including standpipe and choke and kill valves, wirelines and hoists

6.5 Identify, report and rectify faults where capable

7. Maintain a high standard of rig housekeeping

7.1 Maintain drill floor and equipment to company standard

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

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

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

7.5 Maintain tongs, slips and dies in a clean and sharp condition

7.6 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:

locates and applies relevant documentation, policies and procedures

works effectively with others to undertake and complete well servicing rig floor operations 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 throughout work activities

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

correctly babbitting the wire line sockets where applicable for equipment in use

assisting in the preparation and running of blow out prevention (BOP) stack, riser and diverter package

prepares and runs the drill string:

well servicing rig floor operation

prepares and operates pipe handling equipment including:

checking and overhauling the rig tongs and slips

checking the chains and operating pipe spinner correctly

assisting in making a conventional drilling connection using correct procedures

applying the additional safety regulations in force whilst flow testing a well

assisting in rigging up the electro-logging sheave cable, and know the patterns and positions of its hanging points

working effectively with others to undertake and complete well servicing rig floor operations that meets all of the required outcomes

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

organisation and site requirements and procedures

rig safety and emergency procedures

safe practices when Well Loggers are handling explosives or radioactive materials company and statutory safety guidelines, procedures and practices

the characteristics of stored energy

equipment safe operating procedures

equipment condition and reporting mechanisms

the function of the triangular mark stamped just above the casing

the steps taken if the well kicks whilst running casing

various lubrication techniques

rig maintenance

thread types

torque values for differing thread types milling operations

conversion between metric and imperial

a range of numerical calculations and measurements including:

length

quantities

volumes

conversion rates

well control

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 is best assessed in the context of this sector’s 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 this sector’s workplace performance, including environment, task skills, task management skills, contingency management skills and job role environment skills; 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 compliance documentation and ensure the work activity is compliant

1.2 Obtain, read, confirm and apply work instructions

1.3 Identify, manage and report all potential hazards

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

1.5 Confirm availability of required quantities and type of consumables

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

1.7 Select and use/wear protective clothing and equipment

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 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 pipe/tubing

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

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

4.3 Check tongs and slip dies for cleanliness and sharpness and secure long lines

4.4 Inspect, service and operate slips correctly

4.5 Operate make-up and break-out tongs correctly

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

4.7 Apply correct manual handling techniques

4.8 Conduct thread cleaning, inspection and lubrication safely

4.9 Make up and run drill string/tubing string,

5. Assist in preparation and running of blow out prevention stack, riser and diverter package

5.1 Prepare running blow out prevention equipment in accordance with rig operating procedures

5.2 Position blow out prevention over the wellhead using the appropriate system

5.3 Assemble and check appropriate pressure test caps

5.4 Assemble and check appropriate handling equipment

6. Examine and service drill floor equipment

6.1 Read, interpret and apply lubrication schedules

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

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

6.4 Check drawworks, top drive, swivel, all valves, including standpipe and choke and kill valves, wirelines and hoists

6.5 Identify, report and rectify faults where capable

7. Maintain a high standard of rig housekeeping

7.1 Maintain drill floor and equipment to company standard

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

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

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

7.5 Maintain tongs, slips and dies in a clean and sharp condition

7.6 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:

locates and applies relevant documentation, policies and procedures

works effectively with others to undertake and complete well servicing rig floor operations 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 throughout work activities

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

correctly babbitting the wire line sockets where applicable for equipment in use

assisting in the preparation and running of blow out prevention (BOP) stack, riser and diverter package

prepares and runs the drill string:

well servicing rig floor operation

prepares and operates pipe handling equipment including:

checking and overhauling the rig tongs and slips

checking the chains and operating pipe spinner correctly

assisting in making a conventional drilling connection using correct procedures

applying the additional safety regulations in force whilst flow testing a well

assisting in rigging up the electro-logging sheave cable, and know the patterns and positions of its hanging points

working effectively with others to undertake and complete well servicing rig floor operations that meets all of the required outcomes

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

organisation and site requirements and procedures

rig safety and emergency procedures

safe practices when Well Loggers are handling explosives or radioactive materials company and statutory safety guidelines, procedures and practices

the characteristics of stored energy

equipment safe operating procedures

equipment condition and reporting mechanisms

the function of the triangular mark stamped just above the casing

the steps taken if the well kicks whilst running casing

various lubrication techniques

rig maintenance

thread types

torque values for differing thread types milling operations

conversion between metric and imperial

a range of numerical calculations and measurements including:

length

quantities

volumes

conversion rates

well control

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 is best assessed in the context of this sector’s 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 this sector’s workplace performance, including environment, task skills, task management skills, contingency management skills and job role environment skills; 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 compliance documentation and ensure the work activity is compliant 
Obtain, read, confirm and apply work instructions 
Identify, manage and report all potential hazards 
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 
Select and use/wear protective clothing and equipment 
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 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 
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 tongs and slip dies for cleanliness and sharpness and secure long lines 
Inspect, service and operate slips correctly 
Operate make-up and break-out tongs 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 and run drill string/tubing string, 
Prepare running blow out prevention equipment in accordance with rig operating procedures 
Position blow out prevention over the wellhead using the appropriate system 
Assemble and check appropriate pressure test caps 
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 drawworks, top drive, swivel, all valves, including standpipe and choke and kill valves, wirelines and hoists 
Identify, report and rectify faults where capable 
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 tongs, slips and dies in a clean and sharp condition 
Maintain non-skid surfaces clean and free from oil and grease 
Prepare running blow out prevention equipment in accordance with rig operating procedures 
Position blow out prevention over the wellhead using the appropriate system 
Assemble and check appropriate pressure test caps 
Assemble and check appropriate handling equipment 

Forms

Assessment Cover Sheet

RIIWSV201E - Perform well servicing 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

RIIWSV201E - Perform well servicing 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: