Assessor Resource

RIIWSV303E
Operate fluid systems

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to operate fluid systems in drilling. It prepares individuals to maintain, repair, operate and monitor fluid pumps, operate and transfer valves and identify and act upon variations in circulating medium during operation.

This unit applies to those working in operational roles, to the level of a Derrickman. They generally perform tasks involving a broad range of skilled applications in a wide variety of contexts, which may involve some discretion and judgement in selecting equipment, services and contingency measures.

Licensing, legislative and certification requirements that may apply to this unit can vary between states, territories, and industry sectors. Users must check requirements with relevant body before applying 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.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

operate fluid systems on at least two occasions, including:

confirming and preparing required permits

carrying out operational maintenance, servicing, lubricating, cleaning and routine servicing of pumps

carrying out prestart checks, setting or adjusting critical equipment and testing operational functions

carrying out inspection and fault finding on equipment

monitoring, reporting and adjusting:

pit/tank levels

fluid properties

volume of fluid returns.

During the above, the candidate must:

locate and apply legislation, documentation, policies and procedures required to operate fluid systems

work with others to undertake and complete fluid system operations that meet required outcomes, including:

complying with written and verbal reporting requirements and procedures

communicating with others to receive and clarify work instructions

communicating with others to resolve coordination requirements throughout work activities.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key legislation required to operate fluid systems

key policies, procedures and established requirements for operating fluid systems, including those for:

work health and safety

emergencies

environmental issues

preventative maintenance

complying with workplace relations and award conditions

using communication equipment

rig up procedures

rigging and dogging practices

auxiliary equipment functions and service requirements

specific auxiliary rig up sequence.

Mandatory conditions for assessment of this unit are stipulated below. The assessment must:

include access to:

personal protective equipment

equipment required to operate fluid systems

be conducted in a safe environment; and,

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

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

confirm consistent performance can be applied in a range of relevant workplace circumstances.

Where personal safety or environmental damage are limiting factors, assessment may occur in a simulated work 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.

Assessor requirements

Assessors must be able to clearly demonstrate current and relevant industry knowledge and experience to satisfy the mandatory regulatory standards as set out in the Standards for Registered Training Organisations (RTOs) 2015/Australian Quality Training Framework mandatory requirements for assessors current at the time of assessment and any relevant licensing and certification requirements. This includes:

vocational competencies at least to the level being delivered and assessed

current industry skills directly relevant to the training and assessment being provided

current knowledge and skills in vocational training and learning that informs their training and assessment

formal relevant qualifications in training and assessment

having knowledge of and/or experience using the latest techniques and processes

possessing the required level of RII training product knowledge

having an understanding and knowledge of legislation and regulations relevant to the industry and to employment and workplaces

demonstrating the performance evidence, and knowledge evidence outlined in this unit of competency, and

the minimum years of current** work experience after competency has been obtained as specified below in an industry sector relevant to the outcomes of the unit.

It is also acceptable for the appropriately qualified assessor to work with an industry expert to conduct assessment together and for the industry expert to be involved in the assessment judgement. The industry expert must have current industry skills directly relevant to the training and assessment being provided. This means the industry subject matter expert must demonstrate skills and knowledge from the minimum years of current work experience after competency has been obtained as specified below, including time spent in roles related to the unit being assessed:

Industry sector

AQF indicator level***

Required assessor or industry subject matter expert experience

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

1

1 year

2

2 years

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

3-6

3 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.

*Guidance on simulated environments has been stipulated in the RII implementation guide located on VETNet.

**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 a minimum number of site assessments as determined by the relevant industry sector, across various locations.

*** While a unit of competency does not have an AQF level, where a unit is being delivered outside of a qualification the first numeric character in the unit code should be considered as the AQF indicator level for assessment purposes.


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.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

operate fluid systems on at least two occasions, including:

confirming and preparing required permits

carrying out operational maintenance, servicing, lubricating, cleaning and routine servicing of pumps

carrying out prestart checks, setting or adjusting critical equipment and testing operational functions

carrying out inspection and fault finding on equipment

monitoring, reporting and adjusting:

pit/tank levels

fluid properties

volume of fluid returns.

During the above, the candidate must:

locate and apply legislation, documentation, policies and procedures required to operate fluid systems

work with others to undertake and complete fluid system operations that meet required outcomes, including:

complying with written and verbal reporting requirements and procedures

communicating with others to receive and clarify work instructions

communicating with others to resolve coordination requirements throughout work activities.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key legislation required to operate fluid systems

key policies, procedures and established requirements for operating fluid systems, including those for:

work health and safety

emergencies

environmental issues

preventative maintenance

complying with workplace relations and award conditions

using communication equipment

rig up procedures

rigging and dogging practices

auxiliary equipment functions and service requirements

specific auxiliary rig up sequence.

Mandatory conditions for assessment of this unit are stipulated below. The assessment must:

include access to:

personal protective equipment

equipment required to operate fluid systems

be conducted in a safe environment; and,

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

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

confirm consistent performance can be applied in a range of relevant workplace circumstances.

Where personal safety or environmental damage are limiting factors, assessment may occur in a simulated work 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.

Assessor requirements

Assessors must be able to clearly demonstrate current and relevant industry knowledge and experience to satisfy the mandatory regulatory standards as set out in the Standards for Registered Training Organisations (RTOs) 2015/Australian Quality Training Framework mandatory requirements for assessors current at the time of assessment and any relevant licensing and certification requirements. This includes:

vocational competencies at least to the level being delivered and assessed

current industry skills directly relevant to the training and assessment being provided

current knowledge and skills in vocational training and learning that informs their training and assessment

formal relevant qualifications in training and assessment

having knowledge of and/or experience using the latest techniques and processes

possessing the required level of RII training product knowledge

having an understanding and knowledge of legislation and regulations relevant to the industry and to employment and workplaces

demonstrating the performance evidence, and knowledge evidence outlined in this unit of competency, and

the minimum years of current** work experience after competency has been obtained as specified below in an industry sector relevant to the outcomes of the unit.

It is also acceptable for the appropriately qualified assessor to work with an industry expert to conduct assessment together and for the industry expert to be involved in the assessment judgement. The industry expert must have current industry skills directly relevant to the training and assessment being provided. This means the industry subject matter expert must demonstrate skills and knowledge from the minimum years of current work experience after competency has been obtained as specified below, including time spent in roles related to the unit being assessed:

Industry sector

AQF indicator level***

Required assessor or industry subject matter expert experience

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

1

1 year

2

2 years

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

3-6

3 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.

*Guidance on simulated environments has been stipulated in the RII implementation guide located on VETNet.

**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 a minimum number of site assessments as determined by the relevant industry sector, across various locations.

*** While a unit of competency does not have an AQF level, where a unit is being delivered outside of a qualification the first numeric character in the unit code should be considered as the AQF indicator level for assessment purposes.

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
Obtain, read, confirm and apply work instructions 
Access, interpret and apply compliance documentation and confirm work activity is complaint 
Identify and minimise environmental issues and potential hazards, and assess and address risks within scope of own role and according to workplace procedures 
Select and wear personal protective equipment required for work activities 
Confirm personnel coordination requirements at the site are met prior to commencement of work activities 
Confirm permits required and prepare written permits to work 
Check pony rod clamp is fitted as required 
Lubricate gear end of pump and check oil levels in gear end of pump 
Identify faults and report or rectify immediately as required and within scope of own role 
Identify, record and/or report requirement for repair or maintenance of mud pumps 
Maintain and replace defective swabs, liner, valves, seats, gauges and wear plates of the fluid end of pump 
Carry out prestart checks according to workplace procedures 
Set or adjust all critical equipment including pop-off valve and/or choke manifold/s to safe operating parameters 
Test operational function of all valves and choke manifolds in the fluid system as required 
Pressure test system, record in writing and communicate issues identified 
Confirm and identify flow path required for operation and pumping parameters 
Visually inspect and listen to mud pumps for abnormalities 
Check required safety lines and restraints are in place, secure and functional 
Engage and adjust required equipment as directed by supervisor 
Clean all equipment and visually inspect for leaks and proper operation according to specifications 
Identify faults and report or rectify immediately as required and within scope of own role 
Identify, record in writing and report requirement for repair or maintenance of fluid conditioning equipment 
Perform periodic or scheduled preventative maintenance on all fluid treatment units 
Align valves according to manufacturer specifications 
Lubricate valve stems according to manufacturer specifications 
Clean and inspect transfer valves according to manufacturer specifications 
Replace or repair defective parts according to manufacturer specifications 
Monitor, adjust and report pit/tank level 
Monitor and report fluid properties 
Monitor and report size of cuttings 
Monitor and report volume of fluid returns 
Prepare for emergency situations 

Forms

Assessment Cover Sheet

RIIWSV303E - Operate fluid systems
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

RIIWSV303E - Operate fluid systems

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: