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Evidence Guide: MEM18062B - Install, maintain and calibrate instrumentation sensors, transmitters and final control elements

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

MEM18062B - Install, maintain and calibrate instrumentation sensors, transmitters and final control elements

What evidence can you provide to prove your understanding of each of the following citeria?

Select for installation appropriate sensors, transmitters and final control elements

  1. Specification requirements are determined from data sheets, circuit diagrams, engineering drawings.
  2. Using knowledge of device characteristics and principles of operation, specification requirements are interpreted, defined and understood.
  3. Having regard for measurement range, processes and environment, sensors, transmitters and final control elements are selected according to their device characteristics, principles of operation and measurement capabilities, in conformance to specifications.
Specification requirements are determined from data sheets, circuit diagrams, engineering drawings.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Using knowledge of device characteristics and principles of operation, specification requirements are interpreted, defined and understood.

Completed
Date:

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Having regard for measurement range, processes and environment, sensors, transmitters and final control elements are selected according to their device characteristics, principles of operation and measurement capabilities, in conformance to specifications.

Completed
Date:

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Install instrumentation sensors, transmitters and final control elements

  1. Sensors, transmitters and final control elements are installed using sound working knowledge of installation principles, procedures, techniques, tools and test equipment, according to appropriate codes of practice, standards, safety and legislative requirements.
  2. During installation access for maintenance and mounting connections for power, signal, and process are planned and catered for.
  3. Installed sensors, transmitters and final control elements are diagnosed for correct operation using appropriate test equipment and procedures. Results are assessed against specifications or manufacturers' technical data sheets.
Sensors, transmitters and final control elements are installed using sound working knowledge of installation principles, procedures, techniques, tools and test equipment, according to appropriate codes of practice, standards, safety and legislative requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

During installation access for maintenance and mounting connections for power, signal, and process are planned and catered for.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Installed sensors, transmitters and final control elements are diagnosed for correct operation using appropriate test equipment and procedures. Results are assessed against specifications or manufacturers' technical data sheets.

Completed
Date:

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Maintain, diagnose correct operation of sensors, transmitters and final control elements

  1. Using knowledge of device characteristics and principles of operation, preventative maintenance schedules and procedures are applied to maintain sensors, transmitters and final control elements in optimum condition.
  2. Using knowledge of device characteristics and principles of operation, sensing elements are cleaned and serviced to maintain optimum operating condition particularly at the process interface, using correct principles, tools, test equipment, techniques and procedures.
  3. Using appropriate test equipment and procedures, sensors, transmitters and final control elements are diagnosed, within the system or as individual devices, to determine correct operation or malfunction.
  4. Operation of sensors, transmitters and final control elements is monitored and assessed against predetermined specification or manufacturers' technical data.
  5. Using appropriate test equipment/procedures, correct operation of sensors, transmitters and final control elements is checked or fault condition identified, localised and monitored.
Using knowledge of device characteristics and principles of operation, preventative maintenance schedules and procedures are applied to maintain sensors, transmitters and final control elements in optimum condition.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Using knowledge of device characteristics and principles of operation, sensing elements are cleaned and serviced to maintain optimum operating condition particularly at the process interface, using correct principles, tools, test equipment, techniques and procedures.

Completed
Date:

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Using appropriate test equipment and procedures, sensors, transmitters and final control elements are diagnosed, within the system or as individual devices, to determine correct operation or malfunction.

Completed
Date:

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Operation of sensors, transmitters and final control elements is monitored and assessed against predetermined specification or manufacturers' technical data.

Completed
Date:

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Using appropriate test equipment/procedures, correct operation of sensors, transmitters and final control elements is checked or fault condition identified, localised and monitored.

Completed
Date:

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Complete fault documentation and plan corrective action

  1. Faults and malfunctions are documented and/or reported according to standard operating procedures.
  2. Corrective action is planned autonomously or in consultation with appropriate personnel and actioned.
Faults and malfunctions are documented and/or reported according to standard operating procedures.

Completed
Date:

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Corrective action is planned autonomously or in consultation with appropriate personnel and actioned.

Completed
Date:

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Analyse control loop and localise faults

  1. Engineering specifications and technical information, control device, signal transmission and final element specifications are obtained and interpreted. System specifications, including operational data, and historical records and trends are read and interpreted.
  2. Consultation with system operators and other relevant plant personnel is carried out, relevant data is extracted and documented to standard operating procedures.
  3. Operation of the system is observed using sound knowledge of all external control device characteristics, controller modes, signal transmission, final control devices.
  4. Correct and appropriate signal transmission test equipment is set up and applied using appropriate technique.
  5. Circuits and control lines are tested to the level necessary to detect and localise fault.
Engineering specifications and technical information, control device, signal transmission and final element specifications are obtained and interpreted. System specifications, including operational data, and historical records and trends are read and interpreted.

Completed
Date:

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Consultation with system operators and other relevant plant personnel is carried out, relevant data is extracted and documented to standard operating procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Operation of the system is observed using sound knowledge of all external control device characteristics, controller modes, signal transmission, final control devices.

Completed
Date:

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Correct and appropriate signal transmission test equipment is set up and applied using appropriate technique.

Completed
Date:

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Circuits and control lines are tested to the level necessary to detect and localise fault.

Completed
Date:

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Repair/replace, overhaul sensors, transmitters and final control elements

  1. Sensors, transmitters and final control elements are examined and verified for replacement, repair or overhaul using correct tools/test equipment and appropriate principles, techniques and procedures.
  2. Replacement items are selected from manufacturers' parts lists or catalogues to meet specifications.
  3. Replacement items are obtained.
  4. Faulty items are repaired or overhauled using correct principles, techniques, tools, test equipment and procedures.
  5. Repaired, overhauled and replacement items are prepared for refitting according to standard workshop procedures.
  6. Sensors, transmitters and final control elements are refitted using correct principles, tools, test equipment and procedures.
  7. Refitted sensors, transmitters and final control elements are prepared for testing and calibration.
Sensors, transmitters and final control elements are examined and verified for replacement, repair or overhaul using correct tools/test equipment and appropriate principles, techniques and procedures.

Completed
Date:

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Replacement items are selected from manufacturers' parts lists or catalogues to meet specifications.

Completed
Date:

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Replacement items are obtained.

Completed
Date:

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Faulty items are repaired or overhauled using correct principles, techniques, tools, test equipment and procedures.

Completed
Date:

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Repaired, overhauled and replacement items are prepared for refitting according to standard workshop procedures.

Completed
Date:

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Sensors, transmitters and final control elements are refitted using correct principles, tools, test equipment and procedures.

Completed
Date:

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Refitted sensors, transmitters and final control elements are prepared for testing and calibration.

Completed
Date:

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Calibrate and test instrumentation sensors, transmitters and final control elements

  1. Sensors, transmitters and final control elements are calibrated against appropriate physical standards using correct calibration devices, test equipment, techniques and procedures.
  2. Zero, span and range tests are performed using correct calibration devices, test equipment, principles, techniques and procedures.
  3. Zero span and range results are assessed against manufacturers' instructions sheets.
  4. Zero, span adjustments are applied to align sensors, transmitters and final control elements to manufacturers' instruction sheets using correct calibration equipment, principles, techniques and procedures.
Sensors, transmitters and final control elements are calibrated against appropriate physical standards using correct calibration devices, test equipment, techniques and procedures.

Completed
Date:

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Zero, span and range tests are performed using correct calibration devices, test equipment, principles, techniques and procedures.

Completed
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Zero span and range results are assessed against manufacturers' instructions sheets.

Completed
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Zero, span adjustments are applied to align sensors, transmitters and final control elements to manufacturers' instruction sheets using correct calibration equipment, principles, techniques and procedures.

Completed
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Return sensors, transmitters and final control elements and control loops to service

  1. Sensors, transmitters and final control elements are put into service on conformance to specifications with due regard to process requirements, safety, installation/commissioning procedures and sequence of operation.
  2. Controller modes and actions are adjusted according to specifications.
  3. Electrical and pneumatic transmission lines are tested and appropriate action is taken including the use of signal conditioning devices.
  4. Correct procedures are applied in returning instrumentation to service, including configuring, calibrating, adjusting, tuning and validating system performance.
  5. System is returned to service in accordance with standard operating procedures.
Sensors, transmitters and final control elements are put into service on conformance to specifications with due regard to process requirements, safety, installation/commissioning procedures and sequence of operation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Controller modes and actions are adjusted according to specifications.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Electrical and pneumatic transmission lines are tested and appropriate action is taken including the use of signal conditioning devices.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Correct procedures are applied in returning instrumentation to service, including configuring, calibrating, adjusting, tuning and validating system performance.

Completed
Date:

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System is returned to service in accordance with standard operating procedures.

Completed
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Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

A person who demonstrates competency in this unit must be able to install, maintain and calibrate instrumentation sensors, transmitters and final control elements. Competency in this unit cannot be claimed until all prerequisites have been satisfied.

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

Assessors must be satisfied that the candidate can competently and consistently perform all elements of the unit as specified by the criteria, including required knowledge, and be capable of applying the competency in new and different situations and contexts.

Context of and specific resources for assessment

This unit may be assessed on the job, off the job or a combination of both on and off the job. Where assessment occurs off the job, that is the candidate is not in productive work, then an appropriate simulation must be used where the range of conditions reflects realistic workplace situations. The competencies covered by this unit would be demonstrated by an individual working alone or as part of a team. The assessment environment should not disadvantage the candidate.

This unit could be assessed in conjunction with any other units addressing the safety, quality, communication, materials handling, recording and reporting associated with installing, maintaining and calibrating instrumentation sensors, transmitters and final control elements, or other units requiring the exercise of the skills and knowledge covered by this unit.

Method of assessment

Assessors should gather a range of evidence that is valid, sufficient, current and authentic. Evidence can be gathered through a variety of ways including direct observation, supervisor's reports, project work, samples and questioning. Questioning techniques should not require language, literacy and numeracy skills beyond those required in this unit of competency. The candidate must have access to all tools, equipment, materials and documentation required. The candidate must be permitted to refer to any relevant workplace procedures, product and manufacturing specifications, codes, standards, manuals and reference materials.

Guidance information for assessment

Required Skills and Knowledge

Required skills

Look for evidence that confirms skills in:

accessing relevant data sheets, circuit diagrams, engineering drawings, instructions, specifications, information and supplier catalogues and replacement components

selecting sensors, transmitters and final control elements

installing and testing sensors, transmitters and final control elements to specification

obtaining and performing relevant scheduled/preventative maintenance schedules for sensors, transmitters and final control elements

determining correct function of sensors, transmitters and final control elements

recording test results

identifying, localising, monitoring and reporting/recording faults in sensors, transmitters and final control elements

preparing sequential action plan to correct faults in sensors, transmitters and final control elements

applying procedures to sequential and loop testing

checking sensors, transmitters and final control elements and marking for replacement, repair or overhaul

repairing/overhauling faulty items for fitting and /or refitting

fitting/ refitting sensors, transmitters and final control elements

preparing fitted/refitted sensors, transmitters and final control elements for testing and calibration

configuring, calibrating, testing, adjusting, tuning and validating system performance

Required knowledge

Look for evidence that confirms knowledge of:

characteristics, specifications and principles of operation of the sensors, transmitters and final control elements to be installed

criteria for selecting sensors, transmitters and final control elements

procedures for testing, installing and maintaining sensors, transmitters and final control elements and for reporting/recording and monitoring faults and/or malfunctions in sensors, transmitters and final control elements

factors that determine the type of test equipment required

tools, equipment and techniques required to install sensors and transmitters

relevant codes, standards, safety and legislative requirements

connections to be made to sensors, transmitters and final control elements

variations of test results from specifications and probable causes of variations between test results and specifications

housekeeping requirements with respect to sensors.

test equipment and techniques required to determine correct function or malfunction of sensors, transmitters and final control elements

probable causes of variations between test results and specifications

the need for systematic and/or sequential testing

procedures for configuring, calibrating, testing, adjusting, tuning and validating system performance including sensors, transmitters and final control elements

physical standards against which sensors, transmitters and final control elements are to be calibrated

devices, equipment and techniques required to calibrate sensors, transmitters and final control elements

zero, span and range tests to be applied to the sensors, transmitters and final control elements

procedures for recommissioning sensors, transmitters and final control elements

safety procedures to be taken when recommissioning sensors, transmitters and final control elements

Range Statement

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. 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) may also be included.

Final control elements

High level tolerances which include:

proportional

integrated differential (PID)

supervisory control and data acquisition (SCADA)

distributive control system (DCS)

Test equipment

Manometers, dead weight testers, vacuum system, power supplies, control valve test beds, pneumatic, analogue, digital, test and calibration equipment, utilised for maintenance, calibration and testing of process signal converters and final control elements

Control loop

A feedback system responding to analogue or digital configuration data via programmable logic controllers (PLCs), DCS, computer-based systems etc. from the controller response to set points and manual output changes