Assessor Resource

RIIOGF302E
Operate drilling fluids and mud pits

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to operate drilling fluids and mud pits in drilling. It prepares individuals to operate mud pits, use, maintain and repair mud conditioning equipment and monitor mud.

This unit applies to those working in operational roles. They generally perform tasks involving a broad range of skilled applications in a wide variety of contexts, which may involve some discretion and judgement in selecting equipment, services and contingency measures.

No licensing 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.

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:

operate drilling fluids and mud pits on at least two occasions, including:

recognising and reporting equipment malfunction or failure

aligning valves in pits for operability and safety

operating and servicing mud treatment equipment

performing periodic or scheduled preventative maintenance on mud condition equipment

operating and servicing transfer valve

weighing mud and performing viscosity checks

maintaining volumes and types of drilling fluids as required

regularly monitoring pit levels, mud properties and cuttings size

performing numerical calculations, including:

mud viscosity

mud weight

volume

uphole velocity

quantities

pressure

water loss.

During the above, the candidate must:

locate and apply documentation, policies and procedures required to operate drilling fluids and mud pits

implement the requirements, procedures and techniques for the operation of drilling fluids and mud pits, including:

identifying, addressing and reporting potential hazards and risks

carrying out emergency response

identifying, addressing and reporting environmental issues

preparing written records and reports

rectifying any identified faults and malfunctions within scope of own role and escalating where required

work with others to undertake the operation of drilling fluids and mud pits that meet required outcomes, including:

complying with written and verbal reporting requirements and procedures

communicating with others to receive and clarify work instructions

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

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:

warning signs of kicks

functions of mud pits

mud properties

types of drilling fluids

troubleshooting techniques relevant to operating drilling fluids and mud pits

key legislation required for operating drilling fluids and mud pits

key policies, procedures and established requirements for operating drilling fluids and mud pits, including those for:

mixing to ensure required properties in drilling fluid

mixing and handling chemicals according to manufacturer data sheet

storing chemicals

operating a forklift

safe operating procedures when operating equipment

identifying faults with, performing maintenance on and cleaning mud conditioning equipment

identifying and managing environmental issues.

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

include access to:

personal protective equipment

equipment required to operate drilling fluids and mud pits

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:

operate drilling fluids and mud pits on at least two occasions, including:

recognising and reporting equipment malfunction or failure

aligning valves in pits for operability and safety

operating and servicing mud treatment equipment

performing periodic or scheduled preventative maintenance on mud condition equipment

operating and servicing transfer valve

weighing mud and performing viscosity checks

maintaining volumes and types of drilling fluids as required

regularly monitoring pit levels, mud properties and cuttings size

performing numerical calculations, including:

mud viscosity

mud weight

volume

uphole velocity

quantities

pressure

water loss.

During the above, the candidate must:

locate and apply documentation, policies and procedures required to operate drilling fluids and mud pits

implement the requirements, procedures and techniques for the operation of drilling fluids and mud pits, including:

identifying, addressing and reporting potential hazards and risks

carrying out emergency response

identifying, addressing and reporting environmental issues

preparing written records and reports

rectifying any identified faults and malfunctions within scope of own role and escalating where required

work with others to undertake the operation of drilling fluids and mud pits that meet required outcomes, including:

complying with written and verbal reporting requirements and procedures

communicating with others to receive and clarify work instructions

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

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:

warning signs of kicks

functions of mud pits

mud properties

types of drilling fluids

troubleshooting techniques relevant to operating drilling fluids and mud pits

key legislation required for operating drilling fluids and mud pits

key policies, procedures and established requirements for operating drilling fluids and mud pits, including those for:

mixing to ensure required properties in drilling fluid

mixing and handling chemicals according to manufacturer data sheet

storing chemicals

operating a forklift

safe operating procedures when operating equipment

identifying faults with, performing maintenance on and cleaning mud conditioning equipment

identifying and managing environmental issues.

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

include access to:

personal protective equipment

equipment required to operate drilling fluids and mud pits

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 documentation required to operate drilling fluids and mud pits 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 and wear personal protective equipment required for work activities 
Communicate with other personnel at site according to work requirements and confirm briefings and handover details are communicated and received 
Confirm availability and status of necessary permits to work 
Confirm availability of necessary third party utilities 
Align valves in pits to confirm required pit usage 
Confirm plugs are fit for operation 
Seal or secure tanks according to manufacturer specifications 
Set high and low alarms according to site requirements 
Operate mud pit room ventilation system according to site requirements 
Operate hoppers according to manufacturer specifications 
Operate dust extraction system during mixing according to manufacturer specifications 
Supervise forklift operations 
Store chemicals in required storage area 
Engage and adjust required equipment according to job requirements and as directed by supervisors or mud engineer 
Clean all equipment and visually inspect for leaks and correct operation 
Identify faults and potential faults, record and report to relevant personnel as required 
Perform periodic or scheduled preventative maintenance on all mud treatment units according to workplace procedures 
Monitor and record mud properties and parameters according to workplace procedures 
Set alarms to monitor mud according to site requirements 
Check viscosity and weight of mud conform to specifications as directed by mud engineer 
Maintain required volumes and types of drilling fluids as required by well program or company 
Use required mixing procedures to obtain desired properties 
Recognise warning signs of a kick, record and report immediately 

Forms

Assessment Cover Sheet

RIIOGF302E - Operate drilling fluids and mud pits
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

RIIOGF302E - Operate drilling fluids and mud pits

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: