MEM18109
Troubleshoot instrumentation systems and equipment


Application

This unit has been developed for Engineering Tradesperson – industrial electrician apprenticeship training and the recognition of trade-level skills in fault-finding and troubleshooting techniques that are instrumental in reducing instrumentation down-time.

It covers performing functional tests under normal, extreme, overload and environmental conditions using hardware and software techniques across a wide range of instrumentation systems used in an industrial environment.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

Band: A

Unit Weight: 4


Elements and Performance Criteria

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1.

Determine job requirements

1.1.

Follow standard operating procedures (SOPs)

1.2.

Comply with work health and safety (WHS) requirements at all times

1.3.

Use appropriate personal protective equipment (PPE) in accordance with SOPs

1.4.

Identify job requirements from specifications, drawings, job sheets or work instructions

2.

Prepare to troubleshoot systems and equipment

2.1.

Observe and localise device isolation methods/requirements

2.2.

Apply appropriate test procedures and application principles in assessing operation of instrumentation systems and equipment

2.3.

Apply normal operating characteristics of instrumentation systems and equipment to the level necessary to identify and localise faults

2.4.

Apply characteristics/operational function assessment procedures according to safety and regulatory/site specifications

2.5.

Check and verify characteristics and operational function

3.

Troubleshoot systems and equipment and localise fault conditions

3.1.

Utilise manufacturer manuals, history files and maintenance and repair records as a source of information when troubleshooting

3.2.

Utilise drawings/diagrams and operational specifications in identifying and localising fault conditions

3.3.

Examine and interpret built-in fault indicators and error codes and record results, where appropriate

3.4.

Conduct appropriate tests to establish fault condition to major component level using appropriate test equipment, procedures and techniques

4.

Repair/replace faulty condition/component

4.1.

Repair faulty condition using appropriate tools, equipment and techniques to meet specifications, where applicable

4.2.

Source replacement item and replace in accordance with manufacturer specifications

5.

Functionally test instrumentation equipment/components

5.1.

Undertake tests on equipment/components using appropriate test equipment, procedures and techniques

5.2.

Verify system/equipment to meet specifications and operational requirements

5.3.

Document all repairs, including results of tests carried out in accordance with SOPs

Evidence of Performance

Evidence required to demonstrate competence in this unit must be relevant to and satisfy the requirements of the elements and performance criteria on at least two (2) occasions and include:

following work instructions, SOPs and safe work practices

identifying and interpreting specifications, drawings, manufacturer manuals, history files and maintenance and repair records, and other applicable reference documents and obtaining relevant data with respect to troubleshooting instrumentation systems/equipment

isolating instrumentation system/equipment in accordance with procedures

checking and verifying the operational functions of the instrumentation system/equipment, including reading/recording and interpreting built-in fault indicators and error codes

conducting appropriate tests to establish fault condition using applicable test equipment using hardware and software techniques

repairing fault condition to meet specification requirements

isolating and removing faulty major component and selecting replacement item from appropriate sources

undertaking appropriate tests on instrumentation system/equipment in accordance with SOPs

verifying system to meet operational requirements

completing all documentation in accordance with SOPs.


Evidence of Knowledge

Evidence required to demonstrate the required knowledge for this unit must be relevant to and satisfy the requirements of the elements and performance criteria and include knowledge of:

safe work practices and procedures and use of PPE

instrumentation principles controlling density, level, flow, temperature and composition of a range of materials

effects of resistance, capacitance, inductance and impedance (R,L,C) upon electrical circuit

interpretation requirements of schematic, wiring and block diagrams and circuits

principles of hydraulic, pneumatic and electrical flow

purpose/operational function of instrumentation system

equipment and techniques to be used to test instrumentation systems and equipment, including the use of specialised test equipment

procedures for running built-in test functions and recording identified faults

functional tests to be carried out under normal, extreme, overload and environmental conditions

specifications of each instrumentation system and acceptable deviations from specifications

correct operation of the instrumentation system, including the procedures for isolating instrumentation systems

range of faults in instrumentation system/equipment components

variations between test results and operational specifications

probable causes of faults in instrumentation system/equipment components and action to be taken to rectify the causes of faults

sequence of events to be undertaken to correct faults in the instrumentation system/equipment components

difference between real and potential faults

function and procedural checks on instrumentation systems/equipment.


Assessment Conditions

Assessors must:

have vocational competency in troubleshooting instrumentation systems and equipment at least to the level being assessed with relevant industry knowledge and experience.

satisfy the assessor requirements in the Standards for Registered Training Organisations 2015 and comply with the National Vocational Education and Training Regulator Act 2011 or equivalent legislation covering VET regulation in a non-referring State as the case requires.

Where possible assessment must occur in operational workplace situations. Where this is not possible or where personal safety or environmental damage are limiting factors, assessment must occur in a sufficiently rigorous simulated environment that reflects realistic operational workplace conditions that cover all aspects of workplace performance, including environment, task skills, task management skills, contingency management skills and job role environment skills.

Conditions for assessment must include access to all tools, equipment, materials and documentation required, including relevant workplace procedures, product and manufacturer specifications.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.


Foundation Skills

This section describes those required skills (reading, writing, oral communication and numeracy) that are essential to workplace performance in this unit of competency.

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.


Range Statement

This field allows for different work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included.

Tests include one or more of the following:

determining the correct operational function of electrical, electronic, mechanical, fluid power systems, equipment, components and associated items

tests conducted under:

normal

extreme

overload

environmental conditions using hardware and software techniques

Equipment includes one or more of the following:

process machines

temperature control systems

sterilisation units

water cooling/filtration systems

equipment utilising mechanical, pneumatic/electro-pneumatic or electronic (analog/digital) principles

associated instruments measuring variables, including level, pressure, light, flow, current, resistance, voltage, density and temperature

Components include one or more of the following:

sensors

transmitters

converters

indicators

analysers

controllers

transducers

power supplies

removable circuit boards

sensor units associated with determining/controlling density, level, flow, temperature and composition of a range of materials

Test equipmentincludes one or more of the following:

system calibrators

manometers

dead weight testers

wheatstone bridge

potentiometers

frequency/signal generators

logic probes

multimeters (analog/digital)

test gauges

cathode ray oscilloscopes (CROs)

other associated equipment


Sectors


Competency Field

Maintenance and diagnostics