Assessor Resource

RIIWSV301F
Conduct and maintain well servicing derrick operations

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to conduct and maintain well servicing derrick operations in drilling. It prepares individuals to handle tubulars and equipment, prepare hole for circulation with air/fluid, participate in head-up and pressure tests and clean out well bore/drill plugs.

This unit applies to those working in an operational role. 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.

Licensing, legislative and certification requirements that may 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:

conduct and maintain well servicing derrick operations on at least two occasions, including:

loading rod racks, strap and number tubulars

cleaning out well bore/drill plugs

converting metric and imperial measurements

applying numeracy skills to calculate:

fractions, decimals, percentages

volume

quantities

weight

length

density/specific gravity

temperature

ph (power of hydrogen)

basic geometry

performing shutdown and rig out procedures.

During the above, the candidate must:

locate and apply required documentation, policies and procedures

work with others to conduct and maintain well servicing derrick operations 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 meet coordination requirements throughout work activities

maintain housekeeping processes during drilling.

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 legislation required for conducting and maintaining well servicing derrick operations

key policies, procedures and requirements for conducting and maintaining well servicing derrick operations, including those for:

equipment malfunction or failure

supervising and training others to provided standards

environmental and safety issues

routine maintenance of derrick

preparing for drilling operations

preparing for the tripping of tubulars

cleaning circulation system and operating well

equipment and rig maintenance

waste disposal

converting between metric and imperial

milling operations

housekeeping

assistance required by driller in handling and nippling-up of blow out prevention stack

types and functions of blow out prevention equipment

basic geometry relevant to conducting and maintaining well servicing derrick operations including interpreting depth, direction and azimuth and dip of hole

well servicing team roles, objectives and management structure.

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

include access to:

personal protective equipment

equipment required to conduct and maintain well servicing derrick operations

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 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:

conduct and maintain well servicing derrick operations on at least two occasions, including:

loading rod racks, strap and number tubulars

cleaning out well bore/drill plugs

converting metric and imperial measurements

applying numeracy skills to calculate:

fractions, decimals, percentages

volume

quantities

weight

length

density/specific gravity

temperature

ph (power of hydrogen)

basic geometry

performing shutdown and rig out procedures.

During the above, the candidate must:

locate and apply required documentation, policies and procedures

work with others to conduct and maintain well servicing derrick operations 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 meet coordination requirements throughout work activities

maintain housekeeping processes during drilling.

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 legislation required for conducting and maintaining well servicing derrick operations

key policies, procedures and requirements for conducting and maintaining well servicing derrick operations, including those for:

equipment malfunction or failure

supervising and training others to provided standards

environmental and safety issues

routine maintenance of derrick

preparing for drilling operations

preparing for the tripping of tubulars

cleaning circulation system and operating well

equipment and rig maintenance

waste disposal

converting between metric and imperial

milling operations

housekeeping

assistance required by driller in handling and nippling-up of blow out prevention stack

types and functions of blow out prevention equipment

basic geometry relevant to conducting and maintaining well servicing derrick operations including interpreting depth, direction and azimuth and dip of hole

well servicing team roles, objectives and management structure.

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

include access to:

personal protective equipment

equipment required to conduct and maintain well servicing derrick operations

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 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, confirm and apply work instructions 
Access, interpret and apply compliance documentation and confirm work activity is compliant 
Clarify difficulties in carrying out instructions with the relevant personnel 
Identify and minimise environmental issues and potential hazards, and assess and address risks within scope of own role and according to workplace procedures 
Confirm personnel coordination requirements at the site are met prior to commencement of work activities 
Confirm availability and status of necessary permits to work 
Confirm availability of necessary third party utilities according to operational requirements 
Confirm availability of required quantities and type of consumables against operational requirements 
Select and use wear personal protective equipment and wear protective clothing required for work activities 
Identify errors, omissions and shortages and take required remedial action within functional responsibility 
Inform driller of status of derrick operating equipment 
Position tubulars and equipment according to operational requirements 
Assist in making and breaking connections where required 
Identify faults and defects and take required remedial action within functional responsibility 
Handle equipment using safe lifting and handling techniques 
Complete pre-raise and pre-circulation checks and establish required circulation 
Perform pre-spud safety checks 
Check all connections and valves to manifold and well head are in proper position as required 
Maintain drilling fluid volume and properties according to work requirements 
Inform driller of current operating conditions 
Maintain written inventory of circulation system and parts as required 
Check and record mud and fluid additives as required 
Follow all operator instructions 
Prepare for necessary equipment changes 
Prepare drilling fluid according to work requirements 
Assist driller in blow out prevention testing 
Consult driller and follow instructions 
Maintain housekeeping and safe practices during drilling according to workplace procedures and safety requirements 
Assist in completion or abandonment of well 
Align equipment on active systems for drilling/circulating 
Turn on and check all required machinery 
Watch for return sand report changes 
Measure and log pit, tank and fluid levels regularly as required 
Assist in handling and nippling-up of blow out prevention stack 
Carry out role of assistant to driller when on drill floor 
Wash and drain circulation system 
Repair equipment according to manufacturer specifications and work requirements 
Store equipment according to safety requirements and workplace procedures 

Forms

Assessment Cover Sheet

RIIWSV301F - Conduct and maintain well servicing derrick operations
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

RIIWSV301F - Conduct and maintain well servicing derrick operations

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: