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Evidence Guide: RIINHB323D - Conduct horizontal directional drilling

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

 

RIINHB323D - Conduct horizontal directional drilling

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

Plan and prepare for horizontal directional drilling

  1. Access, interpret and apply horizontal directional drilling documentation and ensure the work activity is compliant
  2. Obtain, read, interpret, clarify and confirm work requirements
  3. Identify and address potential risks, hazards and environmental issues and implement control measures
  4. Select and wear personal protective equipment appropriate for work activities
  5. Communicate and coordinate activities with others throughout the work activity
  6. Obtain and interpret emergency procedures, and be prepared for fire/accident/emergency
Access, interpret and apply horizontal directional drilling documentation and ensure the work activity is compliant

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Obtain, read, interpret, clarify and confirm work requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Select and wear personal protective equipment appropriate for work activities

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Communicate and coordinate activities with others throughout the work activity

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Obtain and interpret emergency procedures, and be prepared for fire/accident/emergency

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Bore pilot hole

  1. Carry out pre-start and start up procedures
  2. Identify, select and apply rig operational controls
  3. Select appropriate cutting tool and drilling rig/components
  4. Fit locating device to drill head and attach drill head to drill stem
  5. Align drilling head with survey tool and survey control system
  6. Drill pilot hole according to design alignment
  7. Monitor drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits
  8. Add drill stem sections as required
  9. Steer drill head to achieve required pitch and direction
  10. Monitor and interpret all gauge/dial readings
  11. Monitor and interpret drill fluid return and drill spoil
  12. Monitor and interpret drill head position and pitch
  13. Continually monitor hazards and risk, and ensure safety of self, other personnel, plant and equipment
  14. Maintain drill log and reports as required
Carry out pre-start and start up procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify, select and apply rig operational controls

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Select appropriate cutting tool and drilling rig/components

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Fit locating device to drill head and attach drill head to drill stem

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Align drilling head with survey tool and survey control system

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Drill pilot hole according to design alignment

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Add drill stem sections as required

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Steer drill head to achieve required pitch and direction

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor and interpret all gauge/dial readings

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor and interpret drill fluid return and drill spoil

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor and interpret drill head position and pitch

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Continually monitor hazards and risk, and ensure safety of self, other personnel, plant and equipment

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Maintain drill log and reports as required

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Complete equipment maintenance and housekeeping

  1. Carry out shutdown and secure equipment
  2. Monitor wear on drill stem, particularly threads
  3. Carry out procedures to maintain down hole equipment
  4. Dress damaged threads or replace drill stem as required
  5. Check all equipment and hoses
  6. Monitor wear on drill heads and take required action
  7. Clean all equipment on completion of bore, ensuring environmental controls are followed
  8. Ensure drill fluid is appropriately contained/disposed of
  9. Ensure housekeeping activities are completed
  10. Process records
Carry out shutdown and secure equipment

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor wear on drill stem, particularly threads

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Carry out procedures to maintain down hole equipment

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Dress damaged threads or replace drill stem as required

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Check all equipment and hoses

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor wear on drill heads and take required action

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Clean all equipment on completion of bore, ensuring environmental controls are followed

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure drill fluid is appropriately contained/disposed of

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure housekeeping activities are completed

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Process records

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Respond to problems

  1. Identify possible problems in equipment or process
  2. Determine problems needing action
  3. Determine possible fault causes
  4. Rectify problem using appropriate solution within area of responsibility
  5. Follow through items initiated until final resolution has occurred
  6. Report problems outside area of responsibility to designated person
Identify possible problems in equipment or process

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Determine problems needing action

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Determine possible fault causes

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Rectify problem using appropriate solution within area of responsibility

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Follow through items initiated until final resolution has occurred

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Report problems outside area of responsibility to designated person

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Plan and prepare for horizontal directional drilling

  1. Access, interpret and apply horizontal directional drilling documentation and ensure the work activity is compliant
  2. Obtain, read, interpret, clarify and confirm work requirements
  3. Identify and address potential risks, hazards and environmental issues and implement control measures
  4. Select and wear personal protective equipment appropriate for work activities
  5. Communicate and coordinate activities with others throughout the work activity
  6. Obtain and interpret emergency procedures, and be prepared for fire/accident/emergency
Access, interpret and apply horizontal directional drilling documentation and ensure the work activity is compliant

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Obtain, read, interpret, clarify and confirm work requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Select and wear personal protective equipment appropriate for work activities

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Communicate and coordinate activities with others throughout the work activity

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Obtain and interpret emergency procedures, and be prepared for fire/accident/emergency

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Bore pilot hole

  1. Carry out pre-start and start up procedures
  2. Identify, select and apply rig operational controls
  3. Select appropriate cutting tool and drilling rig/components
  4. Fit locating device to drill head and attach drill head to drill stem
  5. Align drilling head with survey tool and survey control system
  6. Drill pilot hole according to design alignment
  7. Monitor drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits
  8. Add drill stem sections as required
  9. Steer drill head to achieve required pitch and direction
  10. Monitor and interpret all gauge/dial readings
  11. Monitor and interpret drill fluid return and drill spoil
  12. Monitor and interpret drill head position and pitch
  13. Continually monitor hazards and risk, and ensure safety of self, other personnel, plant and equipment
  14. Maintain drill log and reports as required
Carry out pre-start and start up procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify, select and apply rig operational controls

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Select appropriate cutting tool and drilling rig/components

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Fit locating device to drill head and attach drill head to drill stem

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Align drilling head with survey tool and survey control system

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Drill pilot hole according to design alignment

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Add drill stem sections as required

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Steer drill head to achieve required pitch and direction

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor and interpret all gauge/dial readings

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor and interpret drill fluid return and drill spoil

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor and interpret drill head position and pitch

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Continually monitor hazards and risk, and ensure safety of self, other personnel, plant and equipment

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Maintain drill log and reports as required

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Complete equipment maintenance and housekeeping

  1. Carry out shutdown and secure equipment
  2. Monitor wear on drill stem, particularly threads
  3. Carry out procedures to maintain down hole equipment
  4. Dress damaged threads or replace drill stem as required
  5. Check all equipment and hoses
  6. Monitor wear on drill heads and take required action
  7. Clean all equipment on completion of bore, ensuring environmental controls are followed
  8. Ensure drill fluid is appropriately contained/disposed of
  9. Ensure housekeeping activities are completed
  10. Process records
Carry out shutdown and secure equipment

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor wear on drill stem, particularly threads

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Carry out procedures to maintain down hole equipment

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Dress damaged threads or replace drill stem as required

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Check all equipment and hoses

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor wear on drill heads and take required action

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Clean all equipment on completion of bore, ensuring environmental controls are followed

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure drill fluid is appropriately contained/disposed of

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure housekeeping activities are completed

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Process records

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Respond to problems

  1. Identify possible problems in equipment or process
  2. Determine problems needing action
  3. Determine possible fault causes
  4. Rectify problem using appropriate solution within area of responsibility
  5. Follow through items initiated until final resolution has occurred
  6. Report problems outside area of responsibility to designated person
Identify possible problems in equipment or process

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Determine problems needing action

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Determine possible fault causes

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Rectify problem using appropriate solution within area of responsibility

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Follow through items initiated until final resolution has occurred

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Report problems outside area of responsibility to designated person

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

1. Plan and prepare for horizontal directional drilling

1.1 Access, interpret and apply horizontal directional drilling 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 and wear personal protective equipment appropriate for work activities

1.5 Communicate and coordinate activities with others throughout the work activity

1.6 Obtain and interpret emergency procedures, and be prepared for fire/accident/emergency

2. Bore pilot hole

2.1 Carry out pre-start and start up procedures

2.2 Identify, select and apply rig operational controls

2.3 Select appropriate cutting tool and drilling rig/components

2.4 Fit locating device to drill head and attach drill head to drill stem

2.5 Align drilling head with survey tool and survey control system

2.6 Drill pilot hole according to design alignment

2.7 Monitor drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits

2.8 Add drill stem sections as required

2.9 Steer drill head to achieve required pitch and direction

2.10 Monitor and interpret all gauge/dial readings

2.11 Monitor and interpret drill fluid return and drill spoil

2.12 Monitor and interpret drill head position and pitch

2.13 Continually monitor hazards and risk, and ensure safety of self, other personnel, plant and equipment

2.14 Maintain drill log and reports as required

3. Complete equipment maintenance and housekeeping

3.1 Carry out shutdown and secure equipment

3.2 Monitor wear on drill stem, particularly threads

3.3 Carry out procedures to maintain down hole equipment

3.4 Dress damaged threads or replace drill stem as required

3.5 Check all equipment and hoses

3.6 Monitor wear on drill heads and take required action

3.7 Clean all equipment on completion of bore, ensuring environmental controls are followed

3.8 Ensure drill fluid is appropriately contained/disposed of

3.9 Ensure housekeeping activities are completed

3.10 Process records

4. Respond to problems

4.1 Identify possible problems in equipment or process

4.2 Determine problems needing action

4.3 Determine possible fault causes

4.4 Rectify problem using appropriate solution within area of responsibility

4.5 Follow through items initiated until final resolution has occurred

4.6 Report problems outside area of responsibility to designated person

Required Skills and Knowledge

1. Plan and prepare for horizontal directional drilling

1.1 Access, interpret and apply horizontal directional drilling 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 and wear personal protective equipment appropriate for work activities

1.5 Communicate and coordinate activities with others throughout the work activity

1.6 Obtain and interpret emergency procedures, and be prepared for fire/accident/emergency

2. Bore pilot hole

2.1 Carry out pre-start and start up procedures

2.2 Identify, select and apply rig operational controls

2.3 Select appropriate cutting tool and drilling rig/components

2.4 Fit locating device to drill head and attach drill head to drill stem

2.5 Align drilling head with survey tool and survey control system

2.6 Drill pilot hole according to design alignment

2.7 Monitor drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits

2.8 Add drill stem sections as required

2.9 Steer drill head to achieve required pitch and direction

2.10 Monitor and interpret all gauge/dial readings

2.11 Monitor and interpret drill fluid return and drill spoil

2.12 Monitor and interpret drill head position and pitch

2.13 Continually monitor hazards and risk, and ensure safety of self, other personnel, plant and equipment

2.14 Maintain drill log and reports as required

3. Complete equipment maintenance and housekeeping

3.1 Carry out shutdown and secure equipment

3.2 Monitor wear on drill stem, particularly threads

3.3 Carry out procedures to maintain down hole equipment

3.4 Dress damaged threads or replace drill stem as required

3.5 Check all equipment and hoses

3.6 Monitor wear on drill heads and take required action

3.7 Clean all equipment on completion of bore, ensuring environmental controls are followed

3.8 Ensure drill fluid is appropriately contained/disposed of

3.9 Ensure housekeeping activities are completed

3.10 Process records

4. Respond to problems

4.1 Identify possible problems in equipment or process

4.2 Determine problems needing action

4.3 Determine possible fault causes

4.4 Rectify problem using appropriate solution within area of responsibility

4.5 Follow through items initiated until final resolution has occurred

4.6 Report problems outside area of responsibility to designated person

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 documentation, policies and procedures

implements the requirements, procedures and techniques for the safe, effective and efficient completion of conducting horizontal directional drilling including:

applying rig operating techniques

operating ancillary equipment

maintaining down hole equipment

works effectively with others to undertake and complete the horizontal directional drilling that meets all of the required outcomes including:

complying with written and verbal reporting requirements and procedures

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

communicating clearly and concisely with others to resolve coordination requirements prior to commencing and during work activities

demonstrates completion of conducting horizontal directional drilling that safely, effectively and efficiently meets all of the required outcomes on more than one (1) occasion including:

selecting appropriate cutting tool and drilling rig/components

aligning drilling head with survey tool and survey control system

monitoring drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits

steering drill head to achieve required pitch and direction

monitoring and interpreting all gauge/dial readings

monitoring and interpreting drill head position and pitch

The candidate must demonstrate knowledge in conducting horizontal directional drilling through:

accessing, interpreting and applying the organization and site requirements and procedures for;

work, health and safety

environmental issues

operating drill rig

housekeeping

understanding the basic rock/geology types and their impact on HDD operations

appropriate drill heads for different geology types

appropriate back reamers for different geology types

minimum radius of curvature for drill stem and for different products

methods of steering or tracking the drill head

principles of horizontal directional drilling

types of drill fluid, their uses and make up/adjustment procedures

being prepared for fire/accident/emergency