Unit of competency details

Unit Descriptor 

1) Scope: 

1.1) Descriptor 

This unit covers the installation of measurement, monitoring and control apparatus and associated equipment. It encompasses working safely and to installation standards, matching equipment with that specified for a given location, placing and securing equipment accurately, making required pneumatic, hydraulic and electrical circuit connections and completing the necessary installation documentation.

Application of the Unit 

2) 

This unit is intended for competency development in entry-level employment based programs incorporated in approved contracts of training.

License to practice 

3)  

The skills and knowledge described in this unit require a license to practice in the workplace where plant and equipment operate at voltage above 50 V a.c. or 120 V d.c. However other conditions may apply in some jurisdictions subject to regulations related to electrical work. Practice in the workplace and during training is also subject to regulations directly related to occupational health and safety and where applicable contracts of training such as apprenticeships.

Note:

1. Compliance with permits may be required in various jurisdictions and typically relates to the operation of plant, machinery and equipment such as elevating work platforms, powder operated fixing tools, power operated tools, vehicles, road signage and traffic control and lifting equipment. Permits may also be required for some work environments such as confined spaces, working aloft, near live electrical apparatus and site rehabilitation.

2. Compliance may be required in various jurisdictions relating to currency in First Aid, confined space and lifting and risk safety measures.

Prerequisite Unit(s) 

4)  

Competencies 

4.1) 

Granting competency in this unit shall be made only after competency in the following unit(s) has/have been confirmed.

UEENEEE101A

Apply Occupational Health Safety regulations, codes and practices in the workplace`

UEENEEE107A

Use drawings, diagrams, schedules, standards, codes and specifications

UEENEEI101A

Use instrumentation drawings, specification, standards and equipment manuals

Literacy and numeracy skills 

4.2)  

Participants are best equipped to achieve competency in this unit if they have reading, writing and numeracy skills indicated by the following scales. Description of each scale is given in Volume 2, Part 3 ‘Literacy and Numeracy’

Reading

3

Writing

3

Numeracy

3

Employability Skills 

5)  

This unit contains Employability Skills

The required outcomes described in this unit of competency contain applicable facets of Employability Skills. The Employability Skills Summary of the qualification in which this unit of competency is packaged will assist in identifying Employability Skill requirements.

6)  Elements describe the essential outcomes of a competency standard unit

Performance Criteria describe the required performance needed to demonstrate achievement of the element. Assessment of performance is to be consistent with the Evidence Guide.

ELEMENT 

PERFORMANCE CRITERIA 

1

Prepare to instrumentation and control apparatus and associated equipment

1.1

OHS procedures for a given work area are identified, obtained and understood

1.2

Health and safety risks are identified and established risk control measures and procedures in preparation for the work are followed.

1.3

Safety hazards that have not previously been identified are noted, and established risk control measures are implemented.

1.4

Installation of apparatus is prepared in consultation with other affected by the work and sequenced appropriately.

1.5

The nature and location of the work is determined from documentation or appropriate person(s) to establish the scope of work to be undertaken.

1.6

Location of instrumentation and control apparatus and associated equipment is planned within the constraints of the building structure, significants and regulations.

1.7

Advice is sought from appropriate persons to ensure the work is coordinated effectively with others.

1.8

Material needed for the installation work is obtained in accordance with established procedures and checked against job requirements.

1.9

Tools, equipment and testing devices needed to for the installation work are obtained in accordance with established procedures and checked for correct operation and safety.

1.10

Preparatory work is checked to ensure no damage has occurred and that work complies with requirements.

2

Install instrumentation and control apparatus and associated equipment

2.1

OHS risk control measures and procedures for carrying out the work are followed.

2.2

The need to test or measure live is determined in strict accordance with OHS requirements and when necessary conducted within established safety procedures.

2.3

Circuits/machines/plant are checked as being isolated where necessary in strict accordance OHS requirements and procedures

2.4

Instrumentation and control apparatus and associated equipment is installed to comply with technical standards and job specifications and requirements with sufficient access to affect terminations, adjustment and maintenance.

2.5

Wiring and tubing is terminated at instrumentation and control apparatus and associated equipment in accordance with manufacture’s specifications and functional and regulatory requirements.

2.6

Established methods for dealing with unexpected situations are discussed with appropriate person or persons and documented.

2.7

Unexpected situations are dealt with safely and with the approval of an authorised person.

2.8

Ongoing checks of the quality of installed apparatus are undertaken in accordance with established procedures.

2.9

Apparatus installation is carried out efficiently without waste of materials or damage to apparatus, circuits, the surrounding environment or services and using sustainable energy principles.

3

Completion and report installation activities

3.1

OHS work completion risk control measures and procedures are followed.

3.2

Work site is cleaned and made safe in accordance with established procedures.

3.3

Final checks are made to that the installed apparatus conforms to requirements.

3.4

‘As-installed’ apparatus and associated equipment is documented and appropriate person(s) notified in accordance with established procedures

REQUIRED SKILLS AND KNOWLEDGE 

8)  This describes the essential skills and knowledge and their level, required for this unit.

Evidence shall show that knowledge has been acquired of safe working practices and installing instrumentation and control apparatus and associated equipment.

All knowledge and skills detailed in this unit should be contextualised to current industry practices and technologies.

KS01-EI108A

Instrumentation and control equipment installation requirements and techniques 

Evidence shall show an understanding of instrumentation and control equipment installation requirements and techniques to an extent indicated by the following aspects:

Regulatory requirements

• Equipment specification
• Manufacturer’s installation instructions
• System specifications
• Communication/signal cabling installation requirements
• Power wiring requirements
• Initial set up procedures

EVIDENCE GUIDE 

9)  The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.

The Evidence Guide forms an integral part of this unit. It must be used in conjunction with all parts of the unit and performed in accordance with the Assessment Guidelines of this Training Package.

Overview of Assessment 

9.1) 

Longitudinal competency development approaches to assessment, such as Profiling, require data to be reliably gathered in a form that can be consistently interpreted over time. This approach is best utilised in Apprenticeship programs and reduces assessment intervention. It is the industry-preferred model for apprenticeships. However, where summative (or final) assessment is used it is to include the application of the competency in the normal work environment or, at a minimum, the application of the competency in a realistically simulated work environment. In some circumstances, assessment in part or full can occur outside the workplace. However, it must be in accordance with industry and regulatory policy.

Methods chosen for a particular assessment will be influenced by various factors. These include the extent of the assessment, the most effective locations for the assessment activities to take place, access to physical resources, additional safety measures that may be required and the critical nature of the competencies being assessed.

The critical safety nature of working with electricity, electrical equipment, gas or any other hazardous substance/material carries risk in deeming a person competent. Sources of evidence need to be ‘rich’ in nature to minimise error in judgment.

Activities associated with normal everyday work influence how/how much the data gathered will contribute to its ‘richness’. Some skills are more critical to safety and operational requirements while the same skills may be more or less frequently practised. These points are raised for the assessors to consider when choosing an assessment method and developing assessment instruments. Sample assessment instruments are included for Assessors in the Assessment Guidelines of this Training Package.

Critical aspects of evidence required to demonstrate competency in this unit 

9.2) 

Before the critical aspects of evidence are considered all prerequisites must be met.

Evidence for competence in this unit shall be considered holistically. Each Element and associated performance criteria must be demonstrated on at least two occasions in accordance with the ‘Assessment Guidelines – UEE11’. Evidence shall also comprise:

• A representative body of work performance demonstrated within the timeframes typically expected of the discipline, work function and industrial environment. In particular this shall incorporate evidence that shows a candidate is able to:

• Implement Occupational Health and Safety workplace procedures and practices, including the use of risk control measures as specified in the performance criteria and range statement
• Apply sustainable energy principles and practices as specified in the performance criteria and range statement
• Demonstrate an understanding of the essential knowledge and associated skills as described in this unit. It may be required by some jurisdictions that RTOs provide a percentile graded result for the purpose of regulatory or licensing requirements.
• Demonstrate an appropriate level of skills enabling employment
• Conduct work observing the relevant Anti Discrimination legislation, regulations, polices and workplace procedures

• Demonstrated consistent performance across a representative range of contexts from the prescribed items below:

• Install instrumentation and control apparatus and associated equipment as listed as described in 8) and including:

A

Reading and interpreting drawings related to and apparatus locations and tubing electrical circuit connections.

B

Placing and securing apparatus accurately

C

Connecting apparatus and associated equipment to comply with requirements.

D

Dealing with unplanned events by drawing on essential knowledge and skills to provide appropriate solutions incorporated in a holistic assessment with the above listed items

Context of and specific resources for assessment 

9.3) 

This unit must be assessed as it relates to normal work practice using procedures, information and resources typical of a workplace. This should include:

• OHS policy and work procedures and instructions.
• Suitable work environment, facilities, equipment and materials to undertake actual work as prescribed by this unit.

These should be part of the formal learning/assessment environment.

Note:

Where simulation is considered a suitable strategy for assessment, the conditions must be authentic and as far as possible reproduce and replicate the workplace and be consistent with the approved industry simulation policy.

The resources used for assessment should reflect current industry practices in relation to installing instrumentation and control apparatus and associated equipment.

Method of assessment 

9.4) 

This unit shall be assessed by methods given in Volume 1, Part 3 ‘Assessment Guidelines’.

Note:

Competent performance with inherent safe working practices is expected in the Industry to which this unit applies. This requires assessment in a structured environment which is intended primarily for learning/assessment and incorporates all necessary equipment and facilities for learners to develop and demonstrate the essential knowledge and skills described in this unit.

Concurrent assessment and relationship with other units 

9.5) 

For optimisation of training and assessment effort, competency development in this unit may be arranged concurrently with unit:

UEENEEE107A

Use drawings, diagrams, schedules, standards, codes and specifications

UEENEEI107A

Install instrumentation and control cabling and tubing

The critical aspects of occupational health and safety covered in unit UEENEEE101A and other discipline specific occupational health and safety units shall be incorporated in relation to this unit.

RANGE STATEMENT 

10)  This relates to the unit as a whole providing the range of contexts and conditions to which the performance criteria apply. It allows for different work environments and situations that will affect performance

This unit must be demonstrated in relation to at least four different instrumentation and control apparatus and associated equipment.

• pressure measurement apparatus and systems,
• temperature measurement apparatus and systems,
• level/density measurement apparatus and systems,
• flow measurement apparatus and systems, and
• chemical measurement apparatus and systems.

Generic terms used throughout this Vocational Standard shall be regarded as part of the Range Statement in which competency is demonstrated. The definition of these and other terms that apply are given in Volume 2, Part 2.1.

Competency Field 

11)  

Instrumentation and Control