Assessor Resource

RIISAM502E
Manage general drilling equipment maintenance

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to manage movement of stock, plan and organise drilling equipment maintenance and overhauls, evaluate new and used equipment, and maintain inventories of items used on site in drilling.

It applies to those working in management roles. They generally perform tasks involving a high level of autonomy and that require the application of significant judgement in planning and determining the selection of equipment, roles and techniques for themselves and others. They are required to demonstrate the application of a broad range of technical, managerial, coordination and planning skills.

No licensing, legislation 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:

manage general drilling equipment maintenance on at least two occasions, including:

costing and planning delivery of stock, parts and consumables

ordering stock and scheduling equipment maintenance

develop and implementing procedures for issue, return and recording of stock movement

testing materials and equipment

implementing, maintaining and reviewing an inventory control system.

During the above, the candidate must:

locate and apply required legislation, documentation, policies and procedures

implement the requirements, procedures and techniques for managing general drilling equipment maintenance, including:

monitoring and maintaining stock levels

developing a cost/benefit analysis for requisition of replacement equipment

ordering equipment and consumables

monitoring routine maintenance schedules

implementing and maintaining a hazardous substance register

planning and preparing for equipment maintenance; managing movement of stock; planning and organising maintenance and overhauls; evaluating new and used equipment; and maintaining inventories of all items needed on site

work with others to manage general drilling equipment maintenance that meets all 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 coordinate 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:

key policies and procedures required to manage general drilling equipment maintenance, including those for:

hazard and risk identification and management

statutory compliance

work health and safety

environmental issues

policy management

equipment maintenance

managing stock movement

storing materials and parts

costing and purchasing

procedures for identifying wear parts and relative frequency of replacement

purpose of stock control.

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

include access to:

personal protective equipment

equipment required to manage general drilling equipment maintenance

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 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:

manage general drilling equipment maintenance on at least two occasions, including:

costing and planning delivery of stock, parts and consumables

ordering stock and scheduling equipment maintenance

develop and implementing procedures for issue, return and recording of stock movement

testing materials and equipment

implementing, maintaining and reviewing an inventory control system.

During the above, the candidate must:

locate and apply required legislation, documentation, policies and procedures

implement the requirements, procedures and techniques for managing general drilling equipment maintenance, including:

monitoring and maintaining stock levels

developing a cost/benefit analysis for requisition of replacement equipment

ordering equipment and consumables

monitoring routine maintenance schedules

implementing and maintaining a hazardous substance register

planning and preparing for equipment maintenance; managing movement of stock; planning and organising maintenance and overhauls; evaluating new and used equipment; and maintaining inventories of all items needed on site

work with others to manage general drilling equipment maintenance that meets all 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 coordinate 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:

key policies and procedures required to manage general drilling equipment maintenance, including those for:

hazard and risk identification and management

statutory compliance

work health and safety

environmental issues

policy management

equipment maintenance

managing stock movement

storing materials and parts

costing and purchasing

procedures for identifying wear parts and relative frequency of replacement

purpose of stock control.

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

include access to:

personal protective equipment

equipment required to manage general drilling equipment maintenance

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 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 service and maintenance 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 and wear personal protective equipment required for work activity 
Communicate with other personnel at site according to work requirements and confirm briefings and handover details are communicated and received 
Identify plant, tools and equipment required for equipment maintenance 
Cost and plan delivery of stock, parts and consumables from suppliers according to work requirements 
Prepare and maintain checklist of all materials and spares 
Arrange for materials and spare parts to be stored safely and securely 
Identify wear to parts and relative frequency of replacement and determine replacement costs 
Develop and implement procedures for issue, return and recording of stock movement 
Maintain written records of parts usage according to workplace procedures 
Identify type and frequency of routine maintenance tasks 
Coordinate and communicate equipment maintenance and service, ensuring downtime is minimised 
Monitor performance of routine maintenance schedules, identify and rectify variances 
Investigate and arrange alternate suppliers for obtaining back-up or replacement equipment/stock 
Maintain written maintenance records according to workplace procedures 
Test materials and equipment to ensure continuing serviceability 
Monitor availability of new and used equipment 
Evaluate costs/benefits of replacing equipment, and develop recommendations for the purchase/lease of replacement equipment according to work requirements 
Maintain written records and produce reports according to workplace procedures 
Monitor individual machine records 
Implement a stock control system to record stock levels, usages and maintain economic stock levels 
Maintain inventory levels, calculate/estimate requirements, place orders for stock and equipment in advance and ensure availability 
Monitor performance of stock control system, identify and rectify variances 
Use approved requisition/purchasing procedures to order parts and supplies 
Implement and maintain a hazardous substances/chemicals register 
Confirm resources/stock required for servicing is available 
Implement procedures to prevent/minimise waste or damage to spare parts in storage 
Report any problems with stock control or availability of parts to relevant personnel 

Forms

Assessment Cover Sheet

RIISAM502E - Manage general drilling equipment maintenance
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

RIISAM502E - Manage general drilling equipment maintenance

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: