Assessor Resource

RIIOGD203F
Prepare and operate drilling fluid systems

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to apply prepare and operate drilling fluid systems in drilling. It prepares individuals to establish operational requirements, select and test equipment, prepare and pump drilling fluids and operate a hopper system.

It applies to those working in assistant roles. They generally work under supervision to undertake a prescribed range of functions involving known routines and procedures.

Licensing, legislative and certification requirements that apply to this unit can vary between states, territories, and industry sectors. Users must check requirements with relevant body before applying the unit.

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.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

prepare and operate drilling fluid systems on at least two occasions, including:

maintaining and operating mud mixers, dump valves and equalising valves in the mud pits system

adding mud materials to mud systems as instructed

taking and recording mud properties readings.

During the above, the candidate must:

locate and apply documentation required for preparing and operating drilling fluid systems

conform to safe working practices and operational requirements

implement the requirements, procedures and techniques for preparing and operating drilling fluid systems, including:

operating and maintaining all mud treatment units

interpreting and acting on additional flow in the mud returns or an increase in mud pit volume

lubricating fluid circulation components

work with others to preparing and operating drilling fluid systems tasks that meet required outcomes, including:

organising work activities to meet task requirements

communicating with others to receive and clarify work instructions.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key policies, procedures and established requirements for preparing and operating drilling fluid systems, including those for:

work health and safety and individual obligations

operating and maintaining equipment including hopper system

rig maintenance

chemical handling

preparing and pumping drilling fluids

complying with safety data sheets (SDS)

principles of the systems, equipment and their relationship to other plant

rig safety and emergency procedures

the layout of mud circulating, mixing and suction systems

non-routine drilling operations

compliance with personnel and rig management procedures layout of shaker, degasser and settling pits, and sand traps

key factors affecting work activities described in performance evidence above, including:

fluid types and composition

geographic layout

type of fluid system in use

hazards relevant to preparing and operating drilling fluid systems

drilling team roles and objectives.

Mandatory conditions for assessment of this unit are stipulated below. The assessment must:

include access to:

personal protective equipment

equipment required to prepare and operate drilling fluid systems

be conducted in a safe environment; and,

be assessed in the context of this sector's work environment; and,

be assessed in compliance with relevant legislation/regulation and using policies, procedures and processes directly related to the industry sector for which it is being assessed; and,

confirm consistent performance can be applied in a range of relevant workplace circumstances.

Where personal safety or environmental damage are limiting factors, assessment may occur in a simulated work environment* provided it is realistic and sufficiently rigorous to cover all aspects of this sector’s workplace performance, including environment, task skills, task management skills, contingency management skills and job role environment skills.

Assessor requirements

Assessors must be able to clearly demonstrate current and relevant industry knowledge and experience to satisfy the mandatory regulatory standards as set out in the Standards for Registered Training Organisations (RTOs) 2015/Australian Quality Training Framework mandatory requirements for assessors current at the time of assessment and any relevant licensing and certification requirements. This includes:

vocational competencies at least to the level being delivered and assessed

current industry skills directly relevant to the training and assessment being provided

current knowledge and skills in vocational training and learning that informs their training and assessment

formal relevant qualifications in training and assessment

having knowledge of and/or experience using the latest techniques and processes

possessing the required level of RII training product knowledge

having an understanding and knowledge of legislation and regulations relevant to the industry and to employment and workplaces

demonstrating the performance evidence, and knowledge evidence outlined in this unit of competency, and

the minimum years of current** work experience after competency has been obtained as specified below in an industry sector relevant to the outcomes of the unit.

It is also acceptable for the appropriately qualified assessor to work with an industry expert to conduct assessment together and for the industry expert to be involved in the assessment judgement. The industry expert must have current industry skills directly relevant to the training and assessment being provided. This means the industry subject matter expert must demonstrate skills and knowledge from the minimum years of current work experience after competency has been obtained as specified below, including time spent in roles related to the unit being assessed:

Industry sector

AQF indicator level***

Required assessor or industry subject matter expert experience

Drilling, Metalliferous Mining, Coal Mining, Extractive (Quarrying) and Civil Infrastructure

1

1 year

2

2 years

Drilling, Coal Mining, Extractive (Quarrying), Metalliferous Mining and Civil Infrastructure

3-6

3 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.

*Guidance on simulated environments has been stipulated in the RII Companion Volume Implementation Guide located on VETNet.

**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 a minimum number of site assessments as determined by the relevant industry sector, across various locations.

*** While a unit of competency does not have an AQF level, where a unit is being delivered outside of a qualification the first numeric character in the unit code should be considered as the AQF indicator level for assessment purposes.


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.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

prepare and operate drilling fluid systems on at least two occasions, including:

maintaining and operating mud mixers, dump valves and equalising valves in the mud pits system

adding mud materials to mud systems as instructed

taking and recording mud properties readings.

During the above, the candidate must:

locate and apply documentation required for preparing and operating drilling fluid systems

conform to safe working practices and operational requirements

implement the requirements, procedures and techniques for preparing and operating drilling fluid systems, including:

operating and maintaining all mud treatment units

interpreting and acting on additional flow in the mud returns or an increase in mud pit volume

lubricating fluid circulation components

work with others to preparing and operating drilling fluid systems tasks that meet required outcomes, including:

organising work activities to meet task requirements

communicating with others to receive and clarify work instructions.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key policies, procedures and established requirements for preparing and operating drilling fluid systems, including those for:

work health and safety and individual obligations

operating and maintaining equipment including hopper system

rig maintenance

chemical handling

preparing and pumping drilling fluids

complying with safety data sheets (SDS)

principles of the systems, equipment and their relationship to other plant

rig safety and emergency procedures

the layout of mud circulating, mixing and suction systems

non-routine drilling operations

compliance with personnel and rig management procedures layout of shaker, degasser and settling pits, and sand traps

key factors affecting work activities described in performance evidence above, including:

fluid types and composition

geographic layout

type of fluid system in use

hazards relevant to preparing and operating drilling fluid systems

drilling team roles and objectives.

Mandatory conditions for assessment of this unit are stipulated below. The assessment must:

include access to:

personal protective equipment

equipment required to prepare and operate drilling fluid systems

be conducted in a safe environment; and,

be assessed in the context of this sector's work environment; and,

be assessed in compliance with relevant legislation/regulation and using policies, procedures and processes directly related to the industry sector for which it is being assessed; and,

confirm consistent performance can be applied in a range of relevant workplace circumstances.

Where personal safety or environmental damage are limiting factors, assessment may occur in a simulated work environment* provided it is realistic and sufficiently rigorous to cover all aspects of this sector’s workplace performance, including environment, task skills, task management skills, contingency management skills and job role environment skills.

Assessor requirements

Assessors must be able to clearly demonstrate current and relevant industry knowledge and experience to satisfy the mandatory regulatory standards as set out in the Standards for Registered Training Organisations (RTOs) 2015/Australian Quality Training Framework mandatory requirements for assessors current at the time of assessment and any relevant licensing and certification requirements. This includes:

vocational competencies at least to the level being delivered and assessed

current industry skills directly relevant to the training and assessment being provided

current knowledge and skills in vocational training and learning that informs their training and assessment

formal relevant qualifications in training and assessment

having knowledge of and/or experience using the latest techniques and processes

possessing the required level of RII training product knowledge

having an understanding and knowledge of legislation and regulations relevant to the industry and to employment and workplaces

demonstrating the performance evidence, and knowledge evidence outlined in this unit of competency, and

the minimum years of current** work experience after competency has been obtained as specified below in an industry sector relevant to the outcomes of the unit.

It is also acceptable for the appropriately qualified assessor to work with an industry expert to conduct assessment together and for the industry expert to be involved in the assessment judgement. The industry expert must have current industry skills directly relevant to the training and assessment being provided. This means the industry subject matter expert must demonstrate skills and knowledge from the minimum years of current work experience after competency has been obtained as specified below, including time spent in roles related to the unit being assessed:

Industry sector

AQF indicator level***

Required assessor or industry subject matter expert experience

Drilling, Metalliferous Mining, Coal Mining, Extractive (Quarrying) and Civil Infrastructure

1

1 year

2

2 years

Drilling, Coal Mining, Extractive (Quarrying), Metalliferous Mining and Civil Infrastructure

3-6

3 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.

*Guidance on simulated environments has been stipulated in the RII Companion Volume Implementation Guide located on VETNet.

**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 a minimum number of site assessments as determined by the relevant industry sector, across various locations.

*** While a unit of competency does not have an AQF level, where a unit is being delivered outside of a qualification the first numeric character in the unit code should be considered as the AQF indicator level for assessment purposes.

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
Obtain, interpret and confirm work requirements 
Access, interpret and apply drilling fluid system documentation and confirm work activity is compliant 
Identify and minimise environmental issues and potential hazards, and assess and address risks within scope of own role and according to workplace procedures 
Select the personal protective equipment required for work activity 
Communicate with other personnel on site as required and confirm briefings and handover details are communicated and received 
Assess geographic layout and confirm type of fluid system in use is suitable 
Assess operation of mud mixers, dump valves and equalising valves 
Identify and locate mud pump and discharge system 
Clarify difficulties in carrying out instructions with relevant personnel 
Confirm availability and status of necessary permits to work 
Confirm availability of necessary third party utilities 
Confirm availability of required quantities and type of consumables 
Identify errors, omissions and shortages and take remedial action as required within functional responsibility 
Identify and select equipment required for work activities 
Identify defects in equipment and take remedial action as required within functional responsibility 
Confirm equipment is functional and fit for purpose and environment in which it will be used 
Lubricate fluid circulation components 
Confirm availability of sufficient quantities and types of fluids against operational requirements 
Confirm tanks and mixing equipment are clean and free from contamination according to instructions 
Mix and treat fluids to specification 
Obtain, label in writing and store samples according to workplace procedures and operational requirements 
Confirm recording and monitoring devices are pre-set to required parameters 
Operate equipment according to safety and operational requirements 
Assist with weighing and measuring viscosity of samples and record details 
Record in writing data at scheduled times and frequencies according to operational requirements 
Identify type of hopper system 
Operate and maintain hopper system and associated components 
Measure, calculate and log in writing mud properties 
Recognise, record and report changes in returns of drilling fluid and pit volumes 

Forms

Assessment Cover Sheet

RIIOGD203F - Prepare and operate drilling fluid systems
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

RIIOGD203F - Prepare and operate drilling fluid systems

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

Assessor name:

Signature:

Date:

Student signature:

Date: