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Elements and Performance Criteria

1. Plan and prepare for surface directional drilling
   • Access, interpret and apply conduct surface directional drilling, documentation and ensure the work activity is compliant
   • Obtain, read, interpret, clarify and confirm work requirements
   • Identify and address potential risks, hazards and environmental issues and implement control measures
   • Select and wear personal protective equipment appropriate for work activities
   • Communicate and coordinate activities with others throughout the work activity
   • Obtain and interpret emergency procedures, and be prepared for fire/accident/emergency
2. Bore pilot hole
   • Carry out pre-start and start up procedures
   • Identify, select and apply rig operational controls
   • Select appropriate cutting tool and drilling rig and components
   • Fit locating device to drill head and attach drill head to drill stem
   • Align drilling head with survey tool and survey control system
   • Drill pilot hole according to design alignment
   • Monitor drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits
   • Add drill stem sections as required
   • Steer drill head to achieve required pitch and direction
   • Monitor and interpret all gauge and dial readings
   • Monitor and interpret drill fluid return and drill spoil
   • Monitor and interpret drill head position and pitch
   • Continually monitor hazards and risks , and ensure safety of self, other personnel, plant and equipment
   • Maintain drill log and reports as required
3. Respond to problems
   • Identify possible problems in equipment or process
   • Determine problems needing action
   • Determine possible fault causes
   • Rectify problem using appropriate solution within area of responsibility
   • Follow through items initiated until final resolution has occurred
   • Report problems outside area of responsibility to designated person
4. Complete equipment maintenance and housekeeping
   • Carry out shutdown and secure equipment
   • Monitor wear on drill stem, particularly threads
   • Dress damaged threads or replace drill stem as required
   • Check all equipment and hoses
   • Monitor wear on drill heads and reamers and take required action
   • Clean all equipment on completion of bore, ensuring environmental controls are followed
   • Rotate drill stems in stack
   • Ensure drill fluid is contained or disposed of appropriately
   • Ensure housekeeping activities are completed
   • Process records
5. Plan and prepare for surface directional drilling
   • Access, interpret and apply conduct surface directional drilling, documentation and ensure the work activity is compliant
   • Obtain, read, interpret, clarify and confirm work requirements
   • Identify and address potential risks, hazards and environmental issues and implement control measures
   • Select and wear personal protective equipment appropriate for work activities
   • Communicate and coordinate activities with others throughout the work activity
   • Obtain and interpret emergency procedures, and be prepared for fire/accident/emergency
6. Bore pilot hole
   • Carry out pre-start and start up procedures
   • Identify, select and apply rig operational controls
   • Select appropriate cutting tool and drilling rig and components
   • Fit locating device to drill head and attach drill head to drill stem
   • Align drilling head with survey tool and survey control system
   • Drill pilot hole according to design alignment
   • Monitor drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits
   • Add drill stem sections as required
   • Steer drill head to achieve required pitch and direction
   • Monitor and interpret all gauge and dial readings
   • Monitor and interpret drill fluid return and drill spoil
   • Monitor and interpret drill head position and pitch
   • Continually monitor hazards and risks , and ensure safety of self, other personnel, plant and equipment
   • Maintain drill log and reports as required
7. Respond to problems
   • Identify possible problems in equipment or process
   • Determine problems needing action
   • Determine possible fault causes
   • Rectify problem using appropriate solution within area of responsibility
   • Follow through items initiated until final resolution has occurred
   • Report problems outside area of responsibility to designated person
8. Complete equipment maintenance and housekeeping
   • Carry out shutdown and secure equipment
   • Monitor wear on drill stem, particularly threads
   • Dress damaged threads or replace drill stem as required
   • Check all equipment and hoses
   • Monitor wear on drill heads and reamers and take required action
   • Clean all equipment on completion of bore, ensuring environmental controls are followed
   • Rotate drill stems in stack
   • Ensure drill fluid is contained or disposed of appropriately
   • Ensure housekeeping activities are completed
   • Process records

Performance Evidence

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

implements the requirements, procedures and techniques for the safe, effective and efficient completion of surface directional drilling including:

operating communications equipment, locators and fluid mixers

attaching drill head, back reamer, products

dressing slightly damaged drill stem threads

works effectively with others to undertake and complete surface directional drilling 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 prior to commencing and during work activities

demonstrates completion of surface directional drilling that safely, effectively and efficiently meets all of the required outcomes on more than one (1) occasion including:

selecting appropriate cutting tool and drilling rig and components

fitting locating device to drill head and attaching drill head to drill stem

aligning drilling head with survey tool and survey control system

drilling pilot hole according to design alignment

monitoring drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits

steering drill head to achieve required pitch and direction

monitoring and interpreting all gauge and dial readings

monitoring and interpreting drill head position and pitch

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Knowledge Evidence

The candidate must demonstrate knowledge in conducting surface directional drilling through:

accessing, interpreting and applying the organization and site requirements and procedures for;

work, health and safety

environmental issues

operating drill rig

housekeeping

understanding the basic rock and geology types and their impact on HDD operations

drill heads for different geology types

back reamers for different geology types

understanding the minimum radius of curvature for drill stem and for different products

understanding the methods of steering drill head

understanding the principles of HDD

understanding the types of drill fluid, their uses and make up and adjustment procedures

being prepared for fire/accident/emergency

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