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Evidence Guide: PMAOPS205 - Operate heat exchangers

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

 

PMAOPS205 - Operate heat exchangers

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

Prepare for work

  1. Receive and give shift handover
  2. Identify work requirements
  3. Identify and control hazards
  4. Coordinate with appropriate personnel
  5. Check for recent work undertaken on plant item
  6. Note any outstanding/incomplete work
  7. Check operational status of heat exchanger
Receive and give shift handover

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify work requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify and control hazards

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Coordinate with appropriate personnel

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Check for recent work undertaken on plant item

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Note any outstanding/incomplete work

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Check operational status of heat exchanger

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Operate heat exchangers in accordance with procedures

  1. Identify the type of heat exchanger and duty
  2. Adjust flow rates, temperatures and pressure as appropriate to type of heat exchanger and duty
  3. Complete routine checks, logs and paperwork, taking action on unexpected readings and trends
Identify the type of heat exchanger and duty

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Adjust flow rates, temperatures and pressure as appropriate to type of heat exchanger and duty

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Complete routine checks, logs and paperwork, taking action on unexpected readings and trends

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Recognise and take action on abnormal situations in accordance with procedures

  1. Monitor heat exchanger frequently and critically throughout shift using measured/indicated data and senses
  2. Identify impacts of any changes upstream and downstream
  3. Recognise situations which may require action
  4. Resolve routine problems
  5. Take actions on other abnormal situations to make safe and have the situation resolved
Monitor heat exchanger frequently and critically throughout shift using measured/indicated data and senses

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify impacts of any changes upstream and downstream

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Recognise situations which may require action

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Resolve routine problems

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Take actions on other abnormal situations to make safe and have the situation resolved

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Isolate and de-isolate equipment

  1. Complete any required pre-start checks
  2. Start up/shut down/changeover heat exchanger according to the plant type and duty in liaison with other personnel
  3. Isolate plant
  4. Make safe for required work
  5. Check plant is ready to be returned to service
  6. De-isolate and prepare plant for return to service
Complete any required pre-start checks

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Start up/shut down/changeover heat exchanger according to the plant type and duty in liaison with other personnel

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Isolate plant

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Make safe for required work

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Check plant is ready to be returned to service

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

De-isolate and prepare plant for return to service

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

Elements describe the essential outcomes.

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

1

Prepare for work

1.1

Receive and give shift handover

1.2

Identify work requirements

1.3

Identify and control hazards

1.4

Coordinate with appropriate personnel

1.5

Check for recent work undertaken on plant item

1.6

Note any outstanding/incomplete work

1.7

Check operational status of heat exchanger

2

Operate heat exchangers in accordance with procedures

2.1

Identify the type of heat exchanger and duty

2.2

Adjust flow rates, temperatures and pressure as appropriate to type of heat exchanger and duty

2.3

Complete routine checks, logs and paperwork, taking action on unexpected readings and trends

3

Recognise and take action on abnormal situations in accordance with procedures

3.1

Monitor heat exchanger frequently and critically throughout shift using measured/indicated data and senses

3.2

Identify impacts of any changes upstream and downstream

3.3

Recognise situations which may require action

3.4

Resolve routine problems

3.5

Take actions on other abnormal situations to make safe and have the situation resolved

4

Isolate and de-isolate equipment

4.1

Complete any required pre-start checks

4.2

Start up/shut down/changeover heat exchanger according to the plant type and duty in liaison with other personnel

4.3

Isolate plant

4.4

Make safe for required work

4.5

Check plant is ready to be returned to service

4.6

De-isolate and prepare plant for return to service

Required Skills and Knowledge

Elements describe the essential outcomes.

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

1

Prepare for work

1.1

Receive and give shift handover

1.2

Identify work requirements

1.3

Identify and control hazards

1.4

Coordinate with appropriate personnel

1.5

Check for recent work undertaken on plant item

1.6

Note any outstanding/incomplete work

1.7

Check operational status of heat exchanger

2

Operate heat exchangers in accordance with procedures

2.1

Identify the type of heat exchanger and duty

2.2

Adjust flow rates, temperatures and pressure as appropriate to type of heat exchanger and duty

2.3

Complete routine checks, logs and paperwork, taking action on unexpected readings and trends

3

Recognise and take action on abnormal situations in accordance with procedures

3.1

Monitor heat exchanger frequently and critically throughout shift using measured/indicated data and senses

3.2

Identify impacts of any changes upstream and downstream

3.3

Recognise situations which may require action

3.4

Resolve routine problems

3.5

Take actions on other abnormal situations to make safe and have the situation resolved

4

Isolate and de-isolate equipment

4.1

Complete any required pre-start checks

4.2

Start up/shut down/changeover heat exchanger according to the plant type and duty in liaison with other personnel

4.3

Isolate plant

4.4

Make safe for required work

4.5

Check plant is ready to be returned to service

4.6

De-isolate and prepare plant for return to service

Evidence required to demonstrate competence in this unit must be relevant to and satisfy the requirements of the elements and performance criteria and include the ability to:

start up and shut down heat exchangers

monitor and operate heat exchange equipment to meet specifications

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

determine the most likely cause of routine problems

take appropriate action to ensure a timely return to full performance

isolate and de-isolate equipment

identify hazards and apply hazard control procedures.

Evidence must be provided that demonstrates knowledge of:

all items on a schematic of the heat exchanger system and the function of each

principles of operation of heat exchangers

correct methods of starting, operating and shutting down heat exchangers

physics and chemistry relevant to the process unit

process parameters and limits, including temperature, pressure, flow and pH

routine problems, faults and their resolution

relevant alarms and actions

plant process idiosyncrasies

causes of head loss and change in heat transfer coefficient/rates

corrective action appropriate to the problem cause

function and troubleshooting of major internal components, including tubes and baffles, and typical problems

hazards that may arise in the job/work environment, and:

their possible causes

potential consequences

appropriate risk controls.

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.

Regulatory framework

The latest version of all legislation, regulations, industry codes of practice and Australian/international standards, or the version specified by the local regulatory authority, must be used, and include one or more of the following:

legislative requirements, including work health and safety (WHS)

industry codes of practice and guidelines

environmental regulations and guidelines

Australian and other standards

licence and certification requirements

All operations to which this unit applies are subject to stringent health, safety and environment (HSE) requirements, which may be imposed through state/territory 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.

Procedures

All operations must be performed in accordance with relevant procedures.

Procedures are written, verbal, visual, computer-based or in some other form, and include one or more of the following:

emergency procedures

work instructions

standard operating procedures (SOPs)

safe work method statements (SWMS)

formulas/recipes

batch sheets

temporary instructions

any similar instructions provided for the smooth running of the plant

Hazards

Hazards include one or more of the following:

dust or other atmospheric hazards

electricity

gas

gases and liquids under pressure

structural hazards

structural collapse

equipment failures

industrial (machinery, equipment and product)

equipment or product mass

noise, rotational equipment or vibration

plant services (steam, condensate and cooling water)

limited head spaces or overhangs

working at heights, in restricted or confined spaces, or in environments subjected to heat, dusts or vapours

flammability and explosivity

hazardous products and materials

unauthorised personnel

sharp edges, protrusions or obstructions

slippery surfaces, spills or leaks

extreme weather

other hazards that might arise

Heat exchanger duties

Heat exchanger duties include a minimum of one of the following:

heating

cooling

cryogenic

reboilers

condensers

gas dryers

gas coolers

refrigeration (evaporators/condensers)

Routine problems

Routine problems must be resolved by applying known solutions.

Routine problems are predictable and include one or more of the following:

damage to heat exchanger due to overheating and/or under/over pressurising

factors that affect heat exchanger efficiency (scale build-up, fouling, internal leakage, air lock, turbulence and corrosion)

leakage or gasket problems

recognising when maintenance is required

Known solutions are drawn from one or more of the following:

procedures

training

remembered experience

Non-routine problems must be reported according to according to relevant procedures.

Start up/shut down as required

Start up/shut down as required includes:

start up and shut down to/from normal operating conditions

start up and shut down to/from isolated, cold or empty

start up and shut down to/from other conditions/situations experienced on the plant

Resolve routine problems

Resolving routine problems includes one or more of the following:

making adjustments

carrying out minor maintenance

identifying and reporting problems outside operator's scope of responsibility

identifying and controlling hazards related to heat exchangers and their integral equipment, including pressure vessels

Action

Action in accordance with procedures includes the following:

determining problems needing action

determining possible fault causes

rectifying problem using appropriate solution within area of responsibility

following through items initiated until final resolution has occurred

reporting problems outside area of responsibility to designated person

Operate

Operate is to monitor, adjust/change the plant item/unit/system to meet specifications, by one or more of the following:

manually in the plant

using local controller in the plant

using the process control system in the control room