Assessor Resource

MEM18062
Install, maintain and calibrate instrumentation sensors, transmitters and final control elements

Assessment tool

Version 1.0
Issue Date: May 2024


This unit of competency defines the skills and knowledge required to select and install appropriate sensors and signal transmitters, maintain and diagnose correct operation of sensors and signal transmitters, and complete fault documentation.

It applies to planning corrective action; repairing, replacing and overhauling sensors and signal transmitters; and calibrating, testing, re-installing and recommissioning instrumentation sensors and signal transmitters.

Where soldering of components is required to advanced or military specifications, where the reliability of electrical connections is critical, or where surface mounted devices are being soldered/desoldered then unit MEM05002 Perform high reliability soldering and desoldering should also be selected.

Where diagnosis and repair of electronic equipment is undertaken to component level unit MEM18056 Diagnose and repair analog equipment and components and unit MEM18065 Diagnose and repair digital equipment and components, should also be selected as appropriate.

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

Band: B

Unit Weight: 8

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

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Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

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.

Signal transmitting instrumentation sensing indicators include the use of one (1) or more of the following:

mechanical

electrical

electronic (analog and digital)

Signals transmitted include measurement of one (1) or more of the following:

pressure

temperature

level

flow rate

weight

density

other process variables

Maintenance includes one (1) or more of the following:

maintenance of control valves (including changing and reseating valve plugs)

adjustment of valve actuators (pneumatic, electrical and hydraulic)

maintenance and adjustment of pneumatic, electro-pneumatic and electronic valve positioners and signal converters

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Determine specification requirements from data sheets, circuit diagrams, engineering drawings 
Interpret and define specification requirements through application of device characteristics and principles of operation 
Select equipment and final control elements having regard for measurement range, processes and environment according to their device characteristics, principles of operation and measurement capabilities, in conformance to specifications 
Install components using appropriate tools, test equipment, techniques and procedures 
Plan and cater for maintenance access during installation when mounting connections for power, signal, and process 
Diagnose installed components for correct operation using appropriate test equipment and procedures and assess results against specifications or manufacturers’ technical data sheets 
Apply preventative maintenance schedules and procedures to maintain components in optimum condition by interpreting device characteristics and principles of operation 
Clean and service elements to maintain optimum operating condition by interpreting device characteristics and principles of operation 
Determine correct operation or malfunction by diagnosing components within the system or as individual devices using appropriate test equipment and procedures 
Monitor operation of components and assess against predetermined specification or manufacturers’ technical data 
Examine and verify components for replacement, repair or overhaul using appropriate tools, test equipment, procedures and techniques 
Select and obtain replacement items from manufacturers’ parts lists or catalogues to meet specifications 
Repair or overhaul faulty items to meet specifications 
Refit repaired, overhauled and replacement sensors, transmitters and final control elements 
Prepare refitted sensors, transmitters and final control elements for testing and calibration 
Calibrate components against appropriate physical standards using appropriate calibration devices, test equipment, techniques and procedures 
Perform zero, span and range tests and assess results against manufacturers’ instructions sheets 
Align components to manufacturers’ instruction sheets by applying zero and span adjustments 
Put components into service in conformance to specifications with due regard to process requirements, safety, installation/commissioning procedures and sequence of operation 
Adjust controller modes and actions according to specifications 
Test electrical and pneumatic transmission lines and take appropriate action, including the use of signal conditioning devices 
Return instrumentation to service, including configuring, calibrating, adjusting, tuning and validating system performance 
Return system to service 
Follow standard operating procedures (SOPs) 
 
 
Determine specification requirements from data sheets, circuit diagrams, engineering drawings 
Install components using appropriate tools, test equipment, techniques and procedures 
 
Apply preventative maintenance schedules and procedures to maintain components in optimum condition by interpreting device characteristics and principles of operation 
 
 
Document faults and malfunctions and/or report according to SOPs 
 
 
 
 
 
Examine and verify components for replacement, repair or overhaul using appropriate tools, test equipment, procedures and techniques 
 
Calibrate components against appropriate physical standards using appropriate calibration devices, test equipment, techniques and procedures 
 
Put components into service in conformance to specifications with due regard to process requirements, safety, installation/commissioning procedures and sequence of operation 
 
 
 
 

Forms

Assessment Cover Sheet

MEM18062 - Install, maintain and calibrate instrumentation sensors, transmitters and final control elements
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

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Result: Competent Not yet competent

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Assessment Record Sheet

MEM18062 - Install, maintain and calibrate instrumentation sensors, transmitters and final control elements

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

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Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

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