This unit describes a participant’s skills and knowledge required to conduct surface directional drilling in Coal mining and Drilling.
This unit is appropriate for those working in operational roles.
No licensing, legislative or certification requirements apply to this unit at the time of publication
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
Evidence Required
List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.
1. Plan and prepare for surface directional drilling
1.1 Access, interpret and apply conduct surface 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 and 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 and 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 risks , and ensure safety of self, other personnel, plant and equipment
2.14 Maintain drill log and reports as required
3. Respond to problems
3.1 Identify possible problems in equipment or process
3.2 Determine problems needing action
3.3 Determine possible fault causes
3.4 Rectify problem using appropriate solution within area of responsibility
3.5 Follow through items initiated until final resolution has occurred
3.6 Report problems outside area of responsibility to designated person
4. Complete equipment maintenance and housekeeping
4.1 Carry out shutdown and secure equipment
4.2 Monitor wear on drill stem, particularly threads
4.3 Dress damaged threads or replace drill stem as required
4.4 Check all equipment and hoses
4.5 Monitor wear on drill heads and reamers and take required action
4.6 Clean all equipment on completion of bore, ensuring environmental controls are followed
4.7 Rotate drill stems in stack
4.8 Ensure drill fluid is contained or disposed of appropriately
4.9 Ensure housekeeping activities are completed
4.10 Process records
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 surface directional drilling including:
operating communications equipment, locators and fluid mixers
attaching drill head, back reamer, products
dressing slightly damaged drill stem threads
works effectively with others to undertake and complete surface 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 surface 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 and components
fitting locating device to drill head and attaching drill head to drill stem
aligning drilling head with survey tool and survey control system
drilling pilot hole according to design alignment
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 and dial readings
monitoring and interpreting drill head position and pitch
The candidate must demonstrate knowledge in conducting surface 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 and geology types and their impact on HDD operations
drill heads for different geology types
back reamers for different geology types
understanding the minimum radius of curvature for drill stem and for different products
understanding the methods of steering drill head
understanding the principles of HDD
understanding the types of drill fluid, their uses and make up and adjustment procedures
being prepared for fire/accident/emergency
An assessor of this unit must satisfy the requirements of the NVR/AQTF or their successors; and Industry regulations for certification and licensing; and,
this unit must be assessed in the context of this sector’s work environment; and,
this unit must be assessed in compliance with relevant legislation/regulation and using policies, procedures, processes and operational manuals directly related to the industry sector for which it is being assessed; and,
assessment may be conducted in conjunction with the assessment of other Units of Competency; and,
assessment must confirm consistent performance can be applied in a range of relevant workplace circumstances; and,
assessors must demonstrate the performance evidence, and knowledge evidence as outlined in this Unit of Competency, and through the minimum years of current* work experience specified below in an Industry sector relevant to the outcomes of the unit; or,
where the assessor does not meet experience requirements a co-assessment or partnership arrangement must exist between the qualified assessor and an Industry subject matter expert. The Industry subject matter expert should hold the unit being assessed (or an equivalent unit) and/or demonstrate equivalence of skills and knowledge at the unit level. An Industry technical expert must also demonstrate skills and knowledge from the minimum years of current work experience specified below in the Industry sector, including time spent in roles related to the unit being assessed; and,
assessor and Industry subject matter expert requirements differ depending on the Australian Qualifications Framework Level (AQF) of the qualification being assessed and/or Industry Sector as follows:
Industry sector
AQF** Level
Required assessor or Industry subject matter expert experience
Drilling, Metalliferous Mining, Coal Mining, Extractive (Quarrying) and Civil Construction
1
1 Year
2
2 Years
Drilling, Coal Mining and Extractive (Quarrying)
3-6
3 Years
Metalliferous Mining and Civil Construction
3-6
5 Years
Other sectors
Where this Unit is being assessed outside of the Resources and Infrastructure Sectors assessor and/or Industry subject matter expert experience should be in-line with industry standards for the sector in which it is being assessed and where no Industry standard is specified should comply with any relevant regulation.
*Assessors can demonstrate current work experience through employment within Industry in a role relevant to the outcomes of the Unit; or, for external assessors this can be demonstrated through exposure to Industry by conducting frequent site assessments across various locations.
**Where a unit is being delivered outside of a Qualification the first numeric character in the Unit code should be considered to indicate the AQF level
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:
(add new lines for each of the assessment tasks)
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.
1. Plan and prepare for surface directional drilling
1.1 Access, interpret and apply conduct surface 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 and 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 and 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 risks , and ensure safety of self, other personnel, plant and equipment
2.14 Maintain drill log and reports as required
3. Respond to problems
3.1 Identify possible problems in equipment or process
3.2 Determine problems needing action
3.3 Determine possible fault causes
3.4 Rectify problem using appropriate solution within area of responsibility
3.5 Follow through items initiated until final resolution has occurred
3.6 Report problems outside area of responsibility to designated person
4. Complete equipment maintenance and housekeeping
4.1 Carry out shutdown and secure equipment
4.2 Monitor wear on drill stem, particularly threads
4.3 Dress damaged threads or replace drill stem as required
4.4 Check all equipment and hoses
4.5 Monitor wear on drill heads and reamers and take required action
4.6 Clean all equipment on completion of bore, ensuring environmental controls are followed
4.7 Rotate drill stems in stack
4.8 Ensure drill fluid is contained or disposed of appropriately
4.9 Ensure housekeeping activities are completed
4.10 Process records
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 surface directional drilling including:
operating communications equipment, locators and fluid mixers
attaching drill head, back reamer, products
dressing slightly damaged drill stem threads
works effectively with others to undertake and complete surface 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 surface 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 and components
fitting locating device to drill head and attaching drill head to drill stem
aligning drilling head with survey tool and survey control system
drilling pilot hole according to design alignment
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 and dial readings
monitoring and interpreting drill head position and pitch
The candidate must demonstrate knowledge in conducting surface 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 and geology types and their impact on HDD operations
drill heads for different geology types
back reamers for different geology types
understanding the minimum radius of curvature for drill stem and for different products
understanding the methods of steering drill head
understanding the principles of HDD
understanding the types of drill fluid, their uses and make up and adjustment procedures
being prepared for fire/accident/emergency
An assessor of this unit must satisfy the requirements of the NVR/AQTF or their successors; and Industry regulations for certification and licensing; and,
this unit must be assessed in the context of this sector’s work environment; and,
this unit must be assessed in compliance with relevant legislation/regulation and using policies, procedures, processes and operational manuals directly related to the industry sector for which it is being assessed; and,
assessment may be conducted in conjunction with the assessment of other Units of Competency; and,
assessment must confirm consistent performance can be applied in a range of relevant workplace circumstances; and,
assessors must demonstrate the performance evidence, and knowledge evidence as outlined in this Unit of Competency, and through the minimum years of current* work experience specified below in an Industry sector relevant to the outcomes of the unit; or,
where the assessor does not meet experience requirements a co-assessment or partnership arrangement must exist between the qualified assessor and an Industry subject matter expert. The Industry subject matter expert should hold the unit being assessed (or an equivalent unit) and/or demonstrate equivalence of skills and knowledge at the unit level. An Industry technical expert must also demonstrate skills and knowledge from the minimum years of current work experience specified below in the Industry sector, including time spent in roles related to the unit being assessed; and,
assessor and Industry subject matter expert requirements differ depending on the Australian Qualifications Framework Level (AQF) of the qualification being assessed and/or Industry Sector as follows:
Industry sector
AQF** Level
Required assessor or Industry subject matter expert experience
Drilling, Metalliferous Mining, Coal Mining, Extractive (Quarrying) and Civil Construction
1
1 Year
2
2 Years
Drilling, Coal Mining and Extractive (Quarrying)
3-6
3 Years
Metalliferous Mining and Civil Construction
3-6
5 Years
Other sectors
Where this Unit is being assessed outside of the Resources and Infrastructure Sectors assessor and/or Industry subject matter expert experience should be in-line with industry standards for the sector in which it is being assessed and where no Industry standard is specified should comply with any relevant regulation.
*Assessors can demonstrate current work experience through employment within Industry in a role relevant to the outcomes of the Unit; or, for external assessors this can be demonstrated through exposure to Industry by conducting frequent site assessments across various locations.
**Where a unit is being delivered outside of a Qualification the first numeric character in the Unit code should be considered to indicate the AQF level
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
Access, interpret and apply conduct surface directional drilling, documentation and ensure the work activity is compliant
Obtain, read, interpret, clarify and confirm work requirements
Identify and address potential risks, hazards and environmental issues and implement control measures
Select and wear personal protective equipment appropriate for work activities
Communicate and coordinate activities with others throughout the work activity
Obtain and interpret emergency procedures, and be prepared for fire/accident/emergency
Carry out pre-start and start up procedures
Identify, select and apply rig operational controls
Select appropriate cutting tool and drilling rig and components
Fit locating device to drill head and attach drill head to drill stem
Align drilling head with survey tool and survey control system
Drill pilot hole according to design alignment
Monitor drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits
Add drill stem sections as required
Steer drill head to achieve required pitch and direction
Monitor and interpret all gauge and dial readings
Monitor and interpret drill fluid return and drill spoil
Monitor and interpret drill head position and pitch
Continually monitor hazards and risks , and ensure safety of self, other personnel, plant and equipment
Maintain drill log and reports as required
Identify possible problems in equipment or process
Determine problems needing action
Determine possible fault causes
Rectify problem using appropriate solution within area of responsibility
Follow through items initiated until final resolution has occurred
Report problems outside area of responsibility to designated person
Carry out shutdown and secure equipment
Monitor wear on drill stem, particularly threads
Dress damaged threads or replace drill stem as required
Check all equipment and hoses
Monitor wear on drill heads and reamers and take required action
Clean all equipment on completion of bore, ensuring environmental controls are followed
Rotate drill stems in stack
Ensure drill fluid is contained or disposed of appropriately
Ensure housekeeping activities are completed
Process records
Access, interpret and apply conduct surface directional drilling, documentation and ensure the work activity is compliant
Obtain, read, interpret, clarify and confirm work requirements
Identify and address potential risks, hazards and environmental issues and implement control measures
Select and wear personal protective equipment appropriate for work activities
Communicate and coordinate activities with others throughout the work activity
Obtain and interpret emergency procedures, and be prepared for fire/accident/emergency
Carry out pre-start and start up procedures
Identify, select and apply rig operational controls
Select appropriate cutting tool and drilling rig and components
Fit locating device to drill head and attach drill head to drill stem
Align drilling head with survey tool and survey control system
Drill pilot hole according to design alignment
Monitor drill path ensuring pilot hole meets conformance envelope and dogleg severity is within limits
Add drill stem sections as required
Steer drill head to achieve required pitch and direction
Monitor and interpret all gauge and dial readings
Monitor and interpret drill fluid return and drill spoil
Monitor and interpret drill head position and pitch
Continually monitor hazards and risks , and ensure safety of self, other personnel, plant and equipment
Maintain drill log and reports as required
Identify possible problems in equipment or process
Determine problems needing action
Determine possible fault causes
Rectify problem using appropriate solution within area of responsibility
Follow through items initiated until final resolution has occurred
Report problems outside area of responsibility to designated person
Carry out shutdown and secure equipment
Monitor wear on drill stem, particularly threads
Dress damaged threads or replace drill stem as required
Check all equipment and hoses
Monitor wear on drill heads and reamers and take required action
Clean all equipment on completion of bore, ensuring environmental controls are followed
Rotate drill stems in stack
Ensure drill fluid is contained or disposed of appropriately
Ensure housekeeping activities are completed
Process records
Forms
Assessment Cover Sheet
RIINHB310D - Conduct surface directional drilling
Assessment task 1: [title]
Student name:
Student ID:
I declare that the assessment tasks submitted for this unit are my own work.
Student signature:
Result: Competent Not yet competent
Feedback to student
Assessor name:
Signature:
Date:
Assessment Record Sheet
RIINHB310D - Conduct surface directional drilling
Student name:
Student ID:
Assessment task 1: [title] Result: Competent Not yet competent
(add lines for each task)
Feedback to student:
Overall assessment result: Competent Not yet competent