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

RIIOGD203E Mapping and Delivery Guide
Prepare and operate drilling fluid systems

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency RIIOGD203E - Prepare and operate drilling fluid systems
Description
Employability Skills
Learning Outcomes and Application This unit describes a participant’s skills and knowledge required to apply prepare and operate drilling fluid systems in drilling.This unit is appropriate for those working in assistant roles.Licensing, legislative, regulatory and certification requirements that apply to this unit can vary between states, territories, and industry sectors. Relevant information must be sourced prior to application of the unit.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors; and industry regulations for certification and licensing; and,

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

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

assessment may be conducted in conjunction with the assessment of other units of competency; and,

assessment must confirm consistent performance can be applied in a range of relevant workplace circumstances; and,

assessors must demonstrate the performance evidence, and knowledge evidence as outlined in this unit of competency, and through the minimum years of current* work experience specified below in an industry sector relevant to the outcomes of the unit; or,

where the assessor does not meet experience requirements a co-assessment or partnership arrangement must exist between the qualified assessor and an industry subject matter expert. The industry subject matter expert should hold the unit being assessed (or an equivalent unit) and/or demonstrate equivalence of skills and knowledge at the unit level. An industry technical expert must also demonstrate skills and knowledge from the minimum years of current work experience specified below in the industry sector, including time spent in roles related to the unit being assessed; and,

assessor and industry subject matter expert requirements differ depending on the Australian Qualifications Framework Level (AQF) of the qualification being assessed and/or industry sector as follows:

Industry sector

AQF** Level

Required assessor or industry subject matter expert experience

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

1

1 Year

2

2 Years

Drilling, Coal Mining and Extractive (Quarrying)

3-6

3 Years

Metalliferous Mining and Civil Construction

3-6

5 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.

*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 frequent site assessments across various locations.

**Where a unit is being delivered outside of a qualification the first numeric character in the unit code should be considered to indicate the AQF level.
Prerequisites/co-requisites
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: Plan and prepare for operations
  • Access, interpret and apply drilling fluid system 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 the personal protective equipment appropriate for the work activity
  • Conform to safe working practices and current legislative and operational requirements
  • Resolve coordination requirements with others at the site prior to commencing, during and on completion of the work activities
  • Assess geographic layout is appropriate for the type of fluid system in use
  • Assess operation of mud mixers, dump valves and equalising valves
  • Identify and locate mud pump and discharge system
       
Element: Establish operational requirements
  • Clarify difficulties in carrying out the instructions with the relevant personnel
  • Confirm availability and status of necessary permits to work
  • Confirm availability of necessary third party utilities
  • Confirm availability of required quantities and type of consumables
  • Identify errors, omissions and shortages and take appropriate remedial action within functional responsibility
       
Element: Select and test equipment
  • Identify and select equipment appropriate for the work to be performed
  • Confirm equipment is functional and fit for the purpose and the environment in which it will be used
  • Identify defects in the equipment and take appropriate remedial action within functional responsibility
  • Lubricate fluid circulation components
       
Element: Prepare drilling fluids
  • Confirm availability of sufficient quantities and types of fluids against operational requirements
  • Confirm tanks and mixing equipment are clean and free from contamination in accordance with instructions
  • Mix and treat fluids to specification
  • Obtain, correctly label in writing and store samples
  • Identify defects in the equipment and take appropriate remedial action within functional responsibility
       
Element: Pump drilling fluids
  • Confirm recording and monitoring devices are pre-set to required parameters
  • Operate equipment
  • Identify faults and defects accurately and take appropriate remedial action within functional responsibility
  • Assist with obtaining samples, weigh, measure viscosity and record details
  • Record in writing data accurately at appropriate times and frequencies in accordance with operational requirements
       
Element: Operate hopper system
  • Recognise operation of the hopper system
  • Operate and maintain hopper system and associated components
  • Measure, calculate and log in writing mud properties correctly
  • Recognise, record and report changes in returns of drilling fluid and pit volumes
       


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.

1. Plan and prepare for operations

1.1 Access, interpret and apply drilling fluid system documentation and ensure the work activity is compliant

1.2 Obtain, read, interpret, clarify and confirm work requirements

1.3 Identify and address potential risks, hazards and environmental issues and implement control measures

1.4 Select the personal protective equipment appropriate for the work activity

1.5 Conform to safe working practices and current legislative and operational requirements

1.6 Resolve coordination requirements with others at the site prior to commencing, during and on completion of the work activities

1.7 Assess geographic layout is appropriate for the type of fluid system in use

1.8 Assess operation of mud mixers, dump valves and equalising valves

1.9 Identify and locate mud pump and discharge system

2. Establish operational requirements

2.1 Clarify difficulties in carrying out the instructions with the relevant personnel

2.2 Confirm availability and status of necessary permits to work

2.3 Confirm availability of necessary third party utilities

2.4 Confirm availability of required quantities and type of consumables

2.5 Identify errors, omissions and shortages and take appropriate remedial action within functional responsibility

3. Select and test equipment

3.1 Identify and select equipment appropriate for the work to be performed

3.2 Confirm equipment is functional and fit for the purpose and the environment in which it will be used

3.3 Identify defects in the equipment and take appropriate remedial action within functional responsibility

3.4 Lubricate fluid circulation components

4. Prepare drilling fluids

4.1 Confirm availability of sufficient quantities and types of fluids against operational requirements

4.2 Confirm tanks and mixing equipment are clean and free from contamination in accordance with instructions

4.3 Mix and treat fluids to specification

4.4 Obtain, correctly label in writing and store samples

4.5 Identify defects in the equipment and take appropriate remedial action within functional responsibility

5. Pump drilling fluids

5.1 Confirm recording and monitoring devices are pre-set to required parameters

5.2 Operate equipment

5.3 Identify faults and defects accurately and take appropriate remedial action within functional responsibility

5.4 Assist with obtaining samples, weigh, measure viscosity and record details

5.5 Record in writing data accurately at appropriate times and frequencies in accordance with operational requirements

6. Operate hopper system

6.1 Recognise operation of the hopper system

6.2 Operate and maintain hopper system and associated components

6.3 Measure, calculate and log in writing mud properties correctly

6.4 Recognise, record and report changes in returns of drilling fluid and pit volumes

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 legislation, documentation, policies and procedures

implements the requirements, procedures and techniques for the safe, effective and efficient completion of prepare and operate drilling fluid systems including:

operating and maintaining all the mud treatment units

interpreting and acting on additional flow in the mud returns or an increase in mud pit volume

lubricating fluid circulation components

works effectively with others to undertake and complete the prepare and operate drilling fluid systems tasks that meets all the required outcomes including:

organising work activities to meet all task requirements

communicating clearly and concisely with others to receive and clarify work instructions

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

maintaining and operating mud mixers, dump valves and equalising valves in the mud pits system

safely adding mud materials to the mud systems as instructed

accurately taking mud properties readings and legibly recording them

The candidate must demonstrate knowledge of the following in preparing and operating drilling fluid systems:

organisation and site requirements and procedures for:

work health and safety procedures and individual obligations

rig safety and emergency procedures

safe operating procedures when operating equipment

chemical handling procedures

company and statutory guidelines, procedures and practices

principles of the systems, equipment and their relationship to other plant

fluid types and composition

the layout of mud circulating, mixing and suction systems

assessment of geographic layout related to the type of fluid system in use the layout of shaker, degasser and settling pits, and sand traps

and complying with safety data sheets (SDS)

rig maintenance requirements

non-routine drilling operations

man management/rig management

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.

1. Plan and prepare for operations

1.1 Access, interpret and apply drilling fluid system documentation and ensure the work activity is compliant

1.2 Obtain, read, interpret, clarify and confirm work requirements

1.3 Identify and address potential risks, hazards and environmental issues and implement control measures

1.4 Select the personal protective equipment appropriate for the work activity

1.5 Conform to safe working practices and current legislative and operational requirements

1.6 Resolve coordination requirements with others at the site prior to commencing, during and on completion of the work activities

1.7 Assess geographic layout is appropriate for the type of fluid system in use

1.8 Assess operation of mud mixers, dump valves and equalising valves

1.9 Identify and locate mud pump and discharge system

2. Establish operational requirements

2.1 Clarify difficulties in carrying out the instructions with the relevant personnel

2.2 Confirm availability and status of necessary permits to work

2.3 Confirm availability of necessary third party utilities

2.4 Confirm availability of required quantities and type of consumables

2.5 Identify errors, omissions and shortages and take appropriate remedial action within functional responsibility

3. Select and test equipment

3.1 Identify and select equipment appropriate for the work to be performed

3.2 Confirm equipment is functional and fit for the purpose and the environment in which it will be used

3.3 Identify defects in the equipment and take appropriate remedial action within functional responsibility

3.4 Lubricate fluid circulation components

4. Prepare drilling fluids

4.1 Confirm availability of sufficient quantities and types of fluids against operational requirements

4.2 Confirm tanks and mixing equipment are clean and free from contamination in accordance with instructions

4.3 Mix and treat fluids to specification

4.4 Obtain, correctly label in writing and store samples

4.5 Identify defects in the equipment and take appropriate remedial action within functional responsibility

5. Pump drilling fluids

5.1 Confirm recording and monitoring devices are pre-set to required parameters

5.2 Operate equipment

5.3 Identify faults and defects accurately and take appropriate remedial action within functional responsibility

5.4 Assist with obtaining samples, weigh, measure viscosity and record details

5.5 Record in writing data accurately at appropriate times and frequencies in accordance with operational requirements

6. Operate hopper system

6.1 Recognise operation of the hopper system

6.2 Operate and maintain hopper system and associated components

6.3 Measure, calculate and log in writing mud properties correctly

6.4 Recognise, record and report changes in returns of drilling fluid and pit volumes

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
Access, interpret and apply drilling fluid system 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 the personal protective equipment appropriate for the work activity 
Conform to safe working practices and current legislative and operational requirements 
Resolve coordination requirements with others at the site prior to commencing, during and on completion of the work activities 
Assess geographic layout is appropriate for the type of fluid system in use 
Assess operation of mud mixers, dump valves and equalising valves 
Identify and locate mud pump and discharge system 
Clarify difficulties in carrying out the instructions with the relevant personnel 
Confirm availability and status of necessary permits to work 
Confirm availability of necessary third party utilities 
Confirm availability of required quantities and type of consumables 
Identify errors, omissions and shortages and take appropriate remedial action within functional responsibility 
Identify and select equipment appropriate for the work to be performed 
Confirm equipment is functional and fit for the purpose and the environment in which it will be used 
Identify defects in the equipment and take appropriate remedial action within functional responsibility 
Lubricate fluid circulation components 
Confirm availability of sufficient quantities and types of fluids against operational requirements 
Confirm tanks and mixing equipment are clean and free from contamination in accordance with instructions 
Mix and treat fluids to specification 
Obtain, correctly label in writing and store samples 
Identify defects in the equipment and take appropriate remedial action within functional responsibility 
Confirm recording and monitoring devices are pre-set to required parameters 
Operate equipment 
Identify faults and defects accurately and take appropriate remedial action within functional responsibility 
Assist with obtaining samples, weigh, measure viscosity and record details 
Record in writing data accurately at appropriate times and frequencies in accordance with operational requirements 
Recognise operation of the hopper system 
Operate and maintain hopper system and associated components 
Measure, calculate and log in writing mud properties correctly 
Recognise, record and report changes in returns of drilling fluid and pit volumes 

Forms

Assessment Cover Sheet

RIIOGD203E - Prepare and operate drilling 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:

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Date:

Assessment Record Sheet

RIIOGD203E - Prepare and operate drilling 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:

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