Assessor Resource

Set up industrial field control devices

Assessment tool

Version 1.0
Issue Date: June 2019


This unit applies to any recognised development program that leads to the acquisition of a formal award at AQF level 4 or higher.


1.1) Descriptor

This unit covers setting up industrial field control devices such as transducers, sensors, and actuators. It encompasses working safely, following design brief, applying knowledge of device operating principles, interpreting device specifications, following manufacturer’s set up specifications, testing device operation and documenting set up parameters.

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


Prerequisite Unit(s)




Granting competency in this unit shall be made only after competency in the following unit(s) has/have been confirmed.

Where pre-requisite pathways have been identified. All competencies in the Common Unit Group must be have been completed plus all the competencies in one (1) of the identified Pathway Unit Group(s):


Instrumentation and Control

Common Unit Group


Apply Occupational Health and Safety regulations, codes and practices in the workplace


Solve problems in d.c. Circuits


Use drawings, diagrams, schedules, standards, codes and specifications


Solve problems in electromagnetic devices and related circuits


Solve problems in low voltage a.c. circuits


Diagnose and rectify faults in electronic control systems


Diagnose and rectify faults in digital controls systems

Electrical Pathway Group


Solve problems in single and three phase low voltage machines


Solve problems in single and three phase low voltage electrical apparatus and circuits


Arrange circuits, control and protection for general electrical installations


Terminate cables, cords and accessories for low voltage circuits


Trouble-shoot and repair faults in low voltage electrical apparatus and circuits

Instrumentation and Control Pathway Group


Solve problems in multiple path extra low voltage (ELV) a.c. circuits


Use instrumentation drawings, specification, standards and equipment manuals


Solve problems in pressure measurement components and systems


Solve problems in density/level measurement components and systems


Solve problems in flow measurement components and systems


Solve problems in temperature measurement components and systems


Set up and adjust PID control loops


Set up and adjust advanced PID process control loops


Verify compliance and functionality of instrumentation and control installations


Setup and configure Human-Machine Interface (HMI) and industrial networks

Literacy and numeracy skills


Participants are best equipped to achieve competency in this unit if they have reading, writing and numeracy skills indicated by the following scales. Description of each scale is given in Volume 2, Part 3 ‘Literacy and Numeracy’







Employability Skills


This unit contains Employability Skills

The required outcomes described in this unit of competency contain applicable facets of Employability Skills. The Employability Skills Summary of the qualification in which this unit of competency is packaged will assist in identifying Employability Skill requirements.

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.

9) The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.

The Evidence Guide forms an integral part of this unit. It must be used in conjunction with all parts of the unit and performed in accordance with the Assessment Guidelines of this Training Package.

Overview of Assessment


Longitudinal competency development approaches to assessment, such as Profiling, require data to be reliably gathered in a form that can be consistently interpreted over time. This approach is best utilised in Apprenticeship programs and reduces assessment intervention. It is the industry-preferred model for apprenticeships. However, where summative (or final) assessment is used it is to include the application of the competency in the normal work environment or, at a minimum, the application of the competency in a realistically simulated work environment. In some circumstances, assessment in part or full can occur outside the workplace. However, it must be in accordance with industry and regulatory policy.

Methods chosen for a particular assessment will be influenced by various factors. These include the extent of the assessment, the most effective locations for the assessment activities to take place, access to physical resources, additional safety measures that may be required and the critical nature of the competencies being assessed.

The critical safety nature of working with electricity, electrical equipment, gas or any other hazardous substance/material carries risk in deeming a person competent. Sources of evidence need to be ‘rich’ in nature to minimise error in judgment.

Activities associated with normal everyday work influence how/how much the data gathered will contribute to its ‘richness’. Some skills are more critical to safety and operational requirements while the same skills may be more or less frequently practised. These points are raised for the assessors to consider when choosing an assessment method and developing assessment instruments. Sample assessment instruments are included for Assessors in the Assessment Guidelines of this Training Package.

Critical aspects of evidence required to demonstrate competency in this unit


Before the critical aspects of evidence are considered all prerequisites must be met.

Evidence for competence in this unit shall be considered holistically. Each Element and associated performance criteria must be demonstrated on at least two occasions in accordance with the ‘Assessment Guidelines – UEE11’. Evidence shall also comprise:

A representative body of work performance demonstrated within the timeframes typically expected of the discipline, work function and industrial environment. In particular this shall incorporate evidence that shows a candidate is able to:

Implement Occupational Health and Safety workplace procedures and practices, including the use of risk control measures as specified in the performance criteria and range statement

Apply sustainable energy principles and practices as specified in the performance criteria and range statement

Demonstrate an understanding of the required skills and knowledge as described in this unit. It may be required by some jurisdictions that RTOs provide a percentile graded result for the purpose of regulatory or licensing requirements.

Demonstrate an appropriate level of skills enabling employment

Conduct work observing the relevant Anti Discrimination legislation, regulations, polices and workplace procedures

Demonstrated consistent performance across a representative range of contexts from the prescribed items below:

Set up field control devices as listed as described in 10) and including:


Determining the field control devices to be set up


Positioning and adjusting devices accordance with their operating principles, manufacturer instructions and control system requirements


Testing field devices and making final adjustments to correct any anomalies in their operation


Documenting field control device set up in accordance established procedures


Dealing with unplanned events by drawing on required skills and knowledge to provide appropriate solutions incorporated in a holistic assessment with the above listed items


Successful completion of relevant vendor training may be used to contribute to evidence on which competency is deemed. In these cases the alignment of outcomes of vendor training with performance criteria and critical aspects of evidence shall be clearly identified.

Context of and specific resources for assessment


This unit must be assessed as it relates to normal work practice using procedures, information and resources typical of a workplace. This should include:

OHS policy and work procedures and instructions.

Suitable work environment, facilities, equipment and materials to undertake actual work as prescribed by this unit.

These should be part of the formal learning/assessment environment.


Where simulation is considered a suitable strategy for assessment, the conditions must be authentic and as far as possible reproduce and replicate the workplace and be consistent with the approved industry simulation policy.

The resources used for assessment should reflect current industry practices in relation to setting up field control devices.

Method of assessment


This unit shall be assessed by methods given in Volume 1, Part 3 ‘Assessment Guidelines’.


Competent performance with inherent safe working practices is expected in the Industry to which this unit applies. This requires assessment in a structured environment which is intended primarily for learning/assessment and incorporates all necessary equipment and facilities for learners to develop and demonstrate the required skills and knowledge described in this unit.

Concurrent assessment and relationship with other units


There are no concurrent assessment recommendations for this unit.

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.

8) This describes the required skills and knowledge and their level, required for this unit.

Evidence shall show that knowledge has been acquired of safe working practices and setting up field control devices.

All knowledge and skills detailed in this unit should be contextualised to current industry practices and technologies.


Industrial Field Control Devices

Evidence shall show an understanding of industrial field control devices to an extent indicated by the following aspects:


Industrial processes and the terminology used in measurement encompassing:

Forms of energy

General classification of transducers

Measurement technology

Static accuracy.


Devices used in optoelectronic systems encompassing:

Physics of light

Spectral response


Light sources and detectors

Len’s and mirror theory

Optoelectronic systems and photoelectric switches

Optoelectronic circuits

The laser


Temperature detection and measurement and their circuit configurations encompassing:

Introduction to temperature sensing

Bimetallic and filled thermal sensors

Thermocouples, resistance temperature detectors, thermistors, solid state temperature, sensors, integrated circuit temperature sensors and phrometers

Control circuits using temperature detectors.


Measurement of pressure, flow and chemical encompassing:

Diaphragm, bellows and venturi

Strain gauges and load cells

Ultrasonic and magnetic flowmeters

Measurement technology and accuracy

Viscosity, humidity and pH


Linear, angular and rotary motion detection encompassing:

Linear motion sensors

Angular and rotary motion sensors

Shaft angle encoders

Linear encoders


Accelerometer and vibrometer


Proximity and level detection encompassing:




Passive infrared


Capacitive and inductive proximity

10) This relates to the unit as a whole providing the range of contexts and conditions to which the performance criteria apply. It allows for different work environments and situations that will affect performance.

This unit must be demonstrated in relation to setting up at least four different industrial field control devices.


Examples are field control devices measurement/detection of flow, temperature, pressure, density, weight, level, smoke, motion.

Generic terms used throughout this Vocational Standard shall be regarded as part of the Range Statement in which competency is demonstrated. The definition of these and other terms that apply are given in Volume 2, Part 2.1.

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
OHS processes and procedures for a given work area are identified, obtained and understood 
Established OHS risk control measures and procedures are followed in preparation for the work. 
The field devices to be set up are determined from control system specifications and in consultations with relevant persons 
Activities are planned to meet scheduled timelines in consultation with others involved in the work. 
Tools, equipment and testing devices needed for the work are obtained in accordance with established procedures and checked for correct operation and safety. 
OHS risk control measures and procedures for carrying out the work are followed. 
Devices are set up drawing on knowledge of field device and operation, characteristics and applications. 
Devices are positioned and adjusted in accordance with their operating principles, manufacturer instructions and control system requirements. 
Methods for dealing with unexpected situations are selected on the basis of safety and specified work outcomes. 
Setting up devices is carried out efficiently without waste of materials or damage to apparatus and the surrounding environment or services and using sustainable energy practices. 
OHS risk control measures and procedures for carrying out the work are followed. 
Field devices are tested and final adjustments made to correct any anomalies in their operation. 
Field device set up is documented in accordance with established procedures. 


Assessment Cover Sheet

UEENEEI119A - Set up industrial field control devices
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:



Assessment Record Sheet

UEENEEI119A - Set up industrial field control devices

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:



Student signature: