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Elements and Performance Criteria

1. Select for installation appropriate sensors, transmitters and final control elements
   • Specification requirements are determined from data sheets, circuit diagrams, engineering drawings.
   • Using knowledge of device characteristics and principles of operation, specification requirements are interpreted, defined and understood.
   • Having regard for measurement range, processes and environment, sensors, transmitters and final control elements are selected according to their device characteristics, principles of operation and measurement capabilities, in conformance to specifications.
2. Install instrumentation sensors, transmitters and final control elements
   • Sensors, transmitters and final control elements are installed using sound working knowledge of installation principles, procedures, techniques, tools and test equipment, according to appropriate codes of practice, standards, safety and legislative requirements.
   • During installation access for maintenance and mounting connections for power, signal, and process are planned and catered for.
   • Installed sensors, transmitters and final control elements are diagnosed for correct operation using appropriate test equipment and procedures. Results are assessed against specifications or manufacturers' technical data sheets.
3. Maintain, diagnose correct operation of sensors, transmitters and final control elements
   • Using knowledge of device characteristics and principles of operation, preventative maintenance schedules and procedures are applied to maintain sensors, transmitters and final control elements in optimum condition.
   • Using knowledge of device characteristics and principles of operation, sensing elements are cleaned and serviced to maintain optimum operating condition particularly at the process interface, using correct principles, tools, test equipment, techniques and procedures.
   • Using appropriate test equipment and procedures, sensors, transmitters and final control elements are diagnosed, within the system or as individual devices, to determine correct operation or malfunction.
   • Operation of sensors, transmitters and final control elements is monitored and assessed against predetermined specification or manufacturers' technical data.
   • Using appropriate test equipment/procedures, correct operation of sensors, transmitters and final control elements is checked or fault condition identified, localised and monitored.
4. Complete fault documentation and plan corrective action
   • Faults and malfunctions are documented and/or reported according to standard operating procedures.
   • Corrective action is planned autonomously or in consultation with appropriate personnel and actioned.
5. Analyse control loop and localise faults
   • Engineering specifications and technical information, control device, signal transmission and final element specifications are obtained and interpreted. System specifications, including operational data, and historical records and trends are read and interpreted.
   • Consultation with system operators and other relevant plant personnel is carried out, relevant data is extracted and documented to standard operating procedures.
   • Operation of the system is observed using sound knowledge of all external control device characteristics, controller modes, signal transmission, final control devices.
   • Correct and appropriate signal transmission test equipment is set up and applied using appropriate technique.
   • Circuits and control lines are tested to the level necessary to detect and localise fault.
6. Repair/replace, overhaul sensors, transmitters and final control elements
   • Sensors, transmitters and final control elements are examined and verified for replacement, repair or overhaul using correct tools/test equipment and appropriate principles, techniques and procedures.
   • Replacement items are selected from manufacturers' parts lists or catalogues to meet specifications.
   • Replacement items are obtained.
   • Faulty items are repaired or overhauled using correct principles, techniques, tools, test equipment and procedures.
   • Repaired, overhauled and replacement items are prepared for refitting according to standard workshop procedures.
   • Sensors, transmitters and final control elements are refitted using correct principles, tools, test equipment and procedures.
   • Refitted sensors, transmitters and final control elements are prepared for testing and calibration.
7. Calibrate and test instrumentation sensors, transmitters and final control elements
   • Sensors, transmitters and final control elements are calibrated against appropriate physical standards using correct calibration devices, test equipment, techniques and procedures.
   • Zero, span and range tests are performed using correct calibration devices, test equipment, principles, techniques and procedures.
   • Zero span and range results are assessed against manufacturers' instructions sheets.
   • Zero, span adjustments are applied to align sensors, transmitters and final control elements to manufacturers' instruction sheets using correct calibration equipment, principles, techniques and procedures.
8. Return sensors, transmitters and final control elements and control loops to service
   • Sensors, transmitters and final control elements are put into service on conformance to specifications with due regard to process requirements, safety, installation/commissioning procedures and sequence of operation.
   • Controller modes and actions are adjusted according to specifications.
   • Electrical and pneumatic transmission lines are tested and appropriate action is taken including the use of signal conditioning devices.
   • Correct procedures are applied in returning instrumentation to service, including configuring, calibrating, adjusting, tuning and validating system performance.
   • System is returned to service in accordance with standard operating procedures.

Required Skills

Required skills

Look for evidence that confirms skills in accessing relevant data sheets circuit diagrams engineering drawings instructions specifications information and supplier catalogues and replacement components selecting sensors transmitters and final control elements installing and testing sensors transmitters and final control elements to specification obtaining and performing relevant scheduledpreventative maintenance schedules for sensors transmitters and final control elements determining correct function of sensors transmitters and final control elements recording test results identifying localising monitoring and reportingrecording faults in sensors transmitters and final control elements preparing sequential action plan to correct faults in sensors transmitters and final control elements applying procedures to sequential and loop testing checking sensors transmitters and final control elements and marking for replacement repair or overhaul repairingoverhauling faulty items for fitting and or refitting fitting refitting sensors transmitters and final control elements preparing fittedrefitted sensors transmitters and final control elements for testing and calibration configuring calibrating testing adjusting tuning and validating system performance

Required knowledge

Look for evidence that confirms knowledge of characteristics specifications and principles of operation of the sensors transmitters and final control elements to be installed criteria for selecting sensors transmitters and final control elements procedures for testing installing and maintaining sensors transmitters and final control elements and for reportingrecording and monitoring faults andor malfunctions in sensors transmitters and final control elements factors that determine the type of test equipment required tools equipment and techniques required to install sensors and transmitters relevant codes standards safety and legislative requirements connections to be made to sensors transmitters and final control elements variations of test results from specifications and probable causes of variations between test results and specifications housekeeping requirements with respect to sensors test equipment and techniques required to determine correct function or malfunction of sensors transmitters and final control elements probable causes of variations between test results and specifications the need for systematic andor sequential testing procedures for configuring calibrating testing adjusting tuning and validating system performance including sensors transmitters and final control elements physical standards against which sensors transmitters and final control elements are to be calibrated devices equipment and techniques required to calibrate sensors transmitters and final control elements zero span and range tests to be applied to the sensors transmitters and final control elements procedures for recommissioning sensors transmitters and final control elements safety procedures to be taken when recommissioning sensors transmitters and final control elements

Evidence Required

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	A person who demonstrates competency in this unit must be able to install maintain and calibrate instrumentation sensors transmitters and final control elements Competency in this unit cannot be claimed until all prerequisites have been satisfied
Critical aspects for assessment and evidence required to demonstrate competency in this unit	Assessors must be satisfied that the candidate can competently and consistently perform all elements of the unit as specified by the criteria including required knowledge and be capable of applying the competency in new and different situations and contexts
Context of and specific resources for assessment	This unit may be assessed on the job off the job or a combination of both on and off the job Where assessment occurs off the job that is the candidate is not in productive work then an appropriate simulation must be used where the range of conditions reflects realistic workplace situations The competencies covered by this unit would be demonstrated by an individual working alone or as part of a team The assessment environment should not disadvantage the candidate This unit could be assessed in conjunction with any other units addressing the safety quality communication materials handling recording and reporting associated with installing maintaining and calibrating instrumentation sensors transmitters and final control elements or other units requiring the exercise of the skills and knowledge covered by this unit
Method of assessment	Assessors should gather a range of evidence that is valid sufficient current and authentic Evidence can be gathered through a variety of ways including direct observation supervisors reports project work samples and questioning Questioning techniques should not require language literacy and numeracy skills beyond those required in this unit of competency The candidate must have access to all tools equipment materials and documentation required The candidate must be permitted to refer to any relevant workplace procedures product and manufacturing specifications codes standards manuals and reference materials
Guidance information for assessment

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Range Statement

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.
Final control elements	High level tolerances which include: proportional integrated differential (PID) supervisory control and data acquisition (SCADA) distributive control system (DCS)
Test equipment	Manometers, dead weight testers, vacuum system, power supplies, control valve test beds, pneumatic, analogue, digital, test and calibration equipment, utilised for maintenance, calibration and testing of process signal converters and final control elements
Control loop	A feedback system responding to analogue or digital configuration data via programmable logic controllers (PLCs), DCS, computer-based systems etc. from the controller response to set points and manual output changes

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