This unit involves the skills and knowledge required to use instrumentation drawings, specifications, industry standards and equipment manuals relevant to install, maintain and fault find process controls.

Process controls are a system dealing with mechanisms for maintaining the output of a specific process within a desired range. A process is predictable, stable and consistently operating at a target level of performance.

It includes applying principles of process control embodied in drawings, industry standards, specifications and equipment manuals; matching equipment with specifications for a given function; and locating and determining connections required between pneumatic, hydraulic and electrical equipment from instrumentation drawings and specifications.

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

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Identify instrumentation drawings, specifications, industry standards and equipment manuals

1.1

Work health and safety (WHS)/occupational health and safety (OHS), risk control measures and workplace procedures are followed

1.2

Need for instrumentation drawings, specifications, industry standards or equipment manuals is determined for the work to be undertaken

1.3

Instrumentation drawings, specifications, industry standards or equipment manuals required for the work to be undertaken are obtained in accordance with workplace procedures

2

Use instrumentation drawings, specifications, industry standards and equipment manuals

2.1

Instrumentation drawings, specifications, industry standards and/or equipment manuals are selected appropriate to the work being undertaken

2.2

Instrumentation drawings, specifications, industry standards and equipment manuals are interpreted using information from process controls, instrumentation drawing layouts, conventions and symbols

2.3

Dimensions are extracted and applied from drawings and diagrams for application to work being undertaken

2.4

Location of equipment is determined from instrumentation drawings and specifications

2.5

Connections between pneumatic, hydraulic and electrical equipment are determined from instrumentation drawings and specifications

2.6

Equipment manuals are reviewed to ascertain content, format and located information are relevant to the work to be undertaken

3

Convey instrumentation information using drawings and diagrams

3.1

Drawing conventions are used in freehand drawing layouts to convey instrumentation information and ideas to others involved in the work to be undertaken

3.2

Instrumentation drawing conventions are used to neatly correct freehand original job drawing to show final 'as-installed' arrangement

3.3

Corrected drawings are forwarded to appropriate person/s in accordance with workplace procedures

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and range of conditions on at least two separate occasions and include:

applying relevant work health and safety (WHS)/occupational health and safety (OHS) requirements, including applying risk control measures

conveying instrumentation information and ideas using drawings and diagrams

determining connections between pneumatic, hydraulic and electrical equipment

determining location of equipment from instrumentation drawings and specifications

identifying and using instrumentation drawings, specifications, industry standards and equipment manuals

interpreting instrumentation drawings, specifications, industry standards and equipment manuals for process controls and instrumentation drawing layouts, conventions and symbols

sketching of instrumentation and control drawings

using instrumentation drawings, diagrams and manuals

using workplace conventions in freehand drawings.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and range of conditions and include knowledge of:

industrial instrumentation. including:

introduction to the purposes of measurement in industrial processes

instrument control loops

types of measurement in these processes

local and remote measurement

measurement signal methods

signal transmissions electrical standards

signal transmissions pneumatic standards

flow, temperature, pressure and other appropriate measurements

identification and purpose of instruments measuring processes directly and those measuring indirectly

instrumentation and control components: sensors, transducers, converters and transmitters

instrument standards, including:

instrumentation standards

relationship between standards

using standards

fluids in process piping colour coding

instruments symbols

instrumentation terminology and International System of Units (SI), including:

SI base units

SI derived units

scientific and engineering notation

SI prefixes

instrumentation metric units

non-standard SI units - kg/cm2, and so on

conversion of units

instrumentation terminology:

span

range

accuracy

precision

errors

zero

repeatability

sensitivity

hysteresis

calibration of link and lever instruments, including:

principles of levers and links and calibration of indicator recorder instrument

calibration terms

calibrate a link and lever instrument

interpret calibration data so as to identify the types of error displayed by an instrument and whether the instrument is within its specified accuracy

interpretation of graphs and tables associated with instrumentation

instrumentation safe working practices, including:

identification of instrumentation and control hazards

risk control measures for instrumentation work

risk assessment

instrumentation drawings, diagrams and manuals, including:

electrotechnology drawing symbols for instrumentation and control (electrical/electronic circuits, instrument circuits/diagrams, programmable logic controller (PLC) diagrams, pneumatic and hydraulic)

standards used in instrumentation drawings (ISA, ASME, Australian Standards (AS), and SAMA)

drawings used in instrumentation - schematic, single line, wiring, PLC diagrams, process flow diagrams - brief instrument information, process loop diagrams - details, terminals and types of instruments

manufacturers data sheets, manuals, specifications and test procedures - instrumentation manuals, catalogues and drawings, including:

interpretation of the specifications contained within instrumentation manuals, catalogues and drawings

interpretation of the test procedures contained within instrumentation manuals, catalogues and drawings

comparison of data presented in different forms for the same equipment.

identification of data relevant to instrumentation from a range of publicity material

extraction of information such as calibration, testing or installation procedures from manuals, specification sheets and drawings

quantity take-offs and parts lists, including:

part numbers for components, assemblies and equipment

parts list for a specified project or installation from manuals, catalogues, specifications and drawings

list of equipment, required to undertake a specified project or installation, from manuals, catalogues, specifications and drawings

identification and extraction of a part number for an actual sample component or part from a manual, catalogue, specification and/or drawing

sketching of instrumentation and control drawings, including:

sketching a schematic circuit diagram from a given circuit board layout diagram, wiring or installation drawing and installation or modification of a specified project using information contained within manuals

sketching a part or equipment layout needed to perform a specified task, such as installation or modification, from given manuals, catalogues, specifications and drawings

principles of process control

relevant instrument industry standards including fluids in process piping colour coding and instrument symbols

relevant manufacturer specifications

relevant safe work statements (SWMS)/job safety assessments or risk mitigation processes, including risk control measures and instrumentation safe working practices

relevant WHS/OHS legislated requirements

relevant workplace documentation, including catalogues, drawings, manufacturer's data sheets, manuals, specifications and test procedures

instrumentation manuals, catalogues and drawings

relevant workplace policies and procedures.

Assessors must hold credentials specified within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must satisfy the Principles of Assessment and Rules of Evidence and all regulatory requirements included within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

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.

Resources for assessment must include access to:

a range of relevant exercises, case studies and/or other simulations

relevant and appropriate materials, tools, equipment and personal protective equipment (PPE) currently used in industry

applicable documentation, including workplace procedures, equipment specifications, regulations, codes of practice and operation manuals.

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

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions may be found in the UEE Electrotechnology Training Package Companion Volume Implementation Guide.

Instrumentation assembly, installation, fault finding, maintenance or development work functions for least two different process control systems must include:

instrumentation drawings

specification industry standards

equipment manuals

Electrotechnology

Instrumentation & Control