Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

PMASUP341B Mapping and Delivery Guide
Monitor and maintain instrument and control systems

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency PMASUP341B - Monitor and maintain instrument and control systems
Description This competency covers the skills needed to monitor and maintain instrument/electrical systems used for process measurement and control of a process.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application In a typical scenario, a process technician would be able to:test, repair and recommission instrumentation and control systems used in the industrymonitor equipment operationissue permits to allow work to be undertakenverify equipment operationcalibrate instrumentationprepare and analyse reports related to the equipment/systems.This competency covers any control system/instrumentation forming part of a control system, such as those for compressor systems, prime movers, valve systems and systems measuring/controlling flow, pressure or temperature. It also covers the use of relevant test equipment. Control systems can be pneumatic, electrical/electronic, electro-pneumatic, computer-based, etc.This competency includes responding to emergency situations, such as a leaks, fire or equipment failure. It also includes troubleshooting a range of problems which could include electrical faults, calibration errors or equipment failure. Persons performing this competency would also, as part of their job role, identify and control hazards in their work area and with equipment/systems.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites MSAPMPER300C Issue work permits
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities
Slides
PPT
Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Monitor equipment operation
  • Monitor equipment operation according to instrument/electrical equipment operating principles and parameters
  • Access and interpret relevant technical drawings and schematics to determine system faults
  • Issue permit to work to allow work to be undertaken
  • Verify equipment operation/performance through test procedures to ensure correct operation and to confirm identified problems from other sources
  • Correct operational variations through calibration and adjustment
  • Document operational variations.
       
Element: Test/repair equipment
  • Verify equipment is operating correctly and document test results
  • Apply appropriate troubleshooting techniques to determine the cause of operational faults
  • Rectify operational faults through the application of relevant maintenance procedures
  • Isolate, remove and dispose of faulty equipment, and install new equipment
  • Verify the performance of newly installed equipment to ensure it meets required operational parameters and conditions
  • Record all repairs/installations to provide historical records of the condition of system equipment.
       
Element: Recommission systems and equipment
  • Recommission repaired/installed equipment to on line operation in the correct sequence at the required operational parameters
  • Monitor or activate systems to ensure they are operating both safely and effectively
  • Close out permit to work and restore site/system to normal operation.
       
Element: Compile and analyse reports
  • Collect information concerning deviations/repaired equipment and put into accepted reporting format
  • Compile reports ensuring they provide an accurate and ongoing record of deviations in pipeline processes and a current record of pipeline and equipment trends
  • Utilise information or reports for short and long term deviation control planning.
       


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 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 the Training Package.

Overview of assessment

Assessment of this unit should include demonstrated competence on actual plant and equipment in a work environment. The unit will be assessed in as holistic a manner as is practical and may be integrated with the assessment of other relevant units of competency. Assessment will occur over a range of situations which will include disruptions to normal, smooth operation.

Simulation may be required to allow for assessment of parts of this unit. Simulation should be based on the actual plant and will include walk-throughs of the relevant competency components. Simulations may also include the use of case studies/scenarios and role plays.

This unit of competency requires a significant body of knowledge which will be assessed through questioning and the use of what-if scenarios both on the plant (during demonstration of normal operations and walk-throughs of abnormal operations) and off the plant.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Competence must be demonstrated in the ability to recognise and analyse potential situations requiring action and then in implementing appropriate corrective action. The emphasis should be on the ability to stay out of trouble rather than on recovery from a disaster.

Consistent performance should be demonstrated. In particular look to see that:

early warning signs of equipment/processes needing attention or with potential problems are recognised

the range of possible causes can be identified and analysed and the most likely cause determined

appropriate action is taken to ensure a timely return to full performance

obvious problems in related plant areas are recognised and an appropriate contribution made to their solution.

Also confirm that the person undertaking this competency has the ability to:

implement all OHS and environmental procedures relevant to this unit

apply the permit to work system within the context of this unit

interpret a range of process and control system drawings and schematics in order to undertake required or identified repairs/modifications to electrical systems.

These aspects may be best assessed using a range of scenarios/case studies/what-ifs as the stimulus with a walk-through forming part of the response. These assessment activities should include a range of problems, including new, unusual and improbable situations which may have been generated from the past incident history of the plant, incidents on similar plants around the world, hazard analysis activities and similar sources.

Context of and specific resources for assessment

Assessment will require access to an operating plant over an extended period of time, or a suitable method of gathering evidence of operating ability over a range of situations. A bank of scenarios/case studies/what-ifs will be required as will a bank of questions which will be used to probe the reasoning behind the observable actions.

Method of assessment

In all plants it may be appropriate to assess this unit concurrently with relevant teamwork and communication units. Consider co-assessment with relevant OPS units.

In a major hazard facility, it may be appropriate to assess this unit concurrently with relevant OHS units.

Guidance information for assessment

Assessment processes and techniques must be culturally appropriate and appropriate to the oracy, language and literacy capacity of the assessee and the work being performed.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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.

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

Required skills

A person undertaking this unit of competency would also be expected to demonstrate the knowledge and ability to:

test, repair, recommission and monitor the operational condition of instrument control systems utilised within the industry

communicate and report the operational condition and history of instrument control systems to other team members and company personnel

coordinate own work and the work of others including on site contractors/operators.

It is essential that a person be able to apply the underlying skills and knowledge contained within this competency across a range of instrument and control systems.

Required knowledge

A demonstrated working knowledge and application of the company-specific work organisations and workflow.

Demonstrated knowledge and application of:

process and plant schematic and instrumentation diagrams

operations and functions of instrumentation and control devices

control functions, control regimes, adjustments and tuning

test and calibration methods

test equipment typically used with control system repair/maintenance/calibration.

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. Add any 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.

Codes of practice/ standards

Where reference is made to industry codes of practice, and/or Australian/international standards, the latest version must be used.

Context

Control systems for one or more of the following may be included:

compressor systems and equipment (compressors, monitoring systems, power supply systems, pumps, pumping systems and equipment, pressure vessels/filtration equipment, coolers, scrubbers, expanders, anti surge systems, safety systems and compressor control systems)

prime movers which may include turbine engines, reciprocating engines, electric motors (fuel and carburettion systems, ignition systems, lubrication systems, induction and exhaust systems, governing systems, power supply systems, safety and shutdown systems)

flow systems (piping systems, metering equipment, flow control equipment, pressure and temperature transmitters and transducers, telemetry equipment, PLCs, flow computers, electro-pneumatic process control equipment and their associated on-line analytical instrumentation such as gas chromatographs, moisture analysers, gas sampling and gas analysis equipment, pig)

valve systems (non-control valves, control and shut off valves, non-return or check valves and pressure relief valves, manual hand operated actuator, gas/hydraulic actuator and pneumatic valves).

Emergency responses

Emergency responses include:

leaks/loss of containment

fire

equipment failure

hazards and incidents.

Relevant personnel may include:

supervisors

maintenance personnel

organisation employees

contractors

government bodies.

Procedures

Procedures may be written, verbal, computer-based or in some other form. They include:

all work instructions

standard operating procedures

formulas/recipes

batch sheets

temporary instructions

any similar instructions provided for the smooth running of the plant.

For the purposes of this Training Package, 'procedures' also includes good operating practice as may be defined by industry codes of practice (eg Responsible Care) and government regulations.

Reports

Reports may include:

routine inspections (daily readings, monthly checks)

scheduled maintenance activities

mandatory or statutory inspections

hazard and incident reports

quality assurance system requirements/reports.

Instrument/electrical systems may include:

process analysing systems, eg gas analysis

emergency shutdown systems

fire systems

pressure and temperature control systems

metering systems, eg orifice, turbine, positive displacement

telemetry and SCADA systems

communications systems

solar systems

utility systems.

Types of faults

Types of faults may include:

material leaks

electrical problems

compressor or pump failure

out of current inspection status

gauge failure or hose rupture/leaks

instruments out of calibration

non-flow of material

instruments and equipment requiring cleaning.

Test equipment

Test equipment and tools may include:

dead weight tester

transmission unit

ice point tester

decade box

multimeter

RTD calibrator

chart recorders

data logging equipment

hand tools

valves, actuators and flanges.

The use and operation of personal computers, other hardware mediums and associated software is required.

Health, safety and environment (HSE)

All operations to which this unit applies are subject to stringent health, safety and environment requirements, which may be imposed through State or Federal legislation, and these must not be compromised at any time. Where there is an apparent conflict between Performance Criteria and HSE requirements, the HSE requirements take precedence.

Persons are required to have skills in hazard identification, assessment and application of control measures.

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
Monitor equipment operation according to instrument/electrical equipment operating principles and parameters 
Access and interpret relevant technical drawings and schematics to determine system faults 
Issue permit to work to allow work to be undertaken 
Verify equipment operation/performance through test procedures to ensure correct operation and to confirm identified problems from other sources 
Correct operational variations through calibration and adjustment 
Document operational variations. 
Verify equipment is operating correctly and document test results 
Apply appropriate troubleshooting techniques to determine the cause of operational faults 
Rectify operational faults through the application of relevant maintenance procedures 
Isolate, remove and dispose of faulty equipment, and install new equipment 
Verify the performance of newly installed equipment to ensure it meets required operational parameters and conditions 
Record all repairs/installations to provide historical records of the condition of system equipment. 
Recommission repaired/installed equipment to on line operation in the correct sequence at the required operational parameters 
Monitor or activate systems to ensure they are operating both safely and effectively 
Close out permit to work and restore site/system to normal operation. 
Collect information concerning deviations/repaired equipment and put into accepted reporting format 
Compile reports ensuring they provide an accurate and ongoing record of deviations in pipeline processes and a current record of pipeline and equipment trends 
Utilise information or reports for short and long term deviation control planning. 

Forms

Assessment Cover Sheet

PMASUP341B - Monitor and maintain instrument and control 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

PMASUP341B - Monitor and maintain instrument and control 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: