DRT03 Drilling Training Package

Volume 3 of 3

Version Number: 2
Review Date: 31 December 2006
DRT03 Drilling Training Package (Version 2) Date this PDF was generated: 20 September 2007
Title Page

DRT03
Drilling Training Package
This volume contains part of the endorsed component of the Drilling Training Package. It is
one of three volumes and should not be used in isolation of those other volumes.

Volume 3 of 3
Oil and gas sector competency standards and Advanced Diploma
competency standards

Volume 1
• Overview of Training Packages
• Introduction
• Competency Standards
• Qualifications Framework
• Packaging Rulesfor DRT03 qualifications
• Assessment Guidelines

Volume 2
• Non-hydrocarbon sector competency standards
• Advanced Diploma competency standards

Volume 3
• Oil and gas sector competency standards
• Advanced Diploma competency standards

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Imprint Page

DRT03 - Drilling Training Package

© Commonwealth of Australia 2003

The views expressed in the copyright work do not necessarily represent the views of the
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This work is the result of wide consultations with Australian industry participants. It is a
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Imprint Page

While care has been taken in the preparation of this Training Package, DEST and the
original developer do not warrant that any licensing or registration requirements specified
here are either complete or up-to-date for your State or Territory. DEST and the original
developer do not accept any liability for any damage or loss (including indirect and
consequential loss) incurred by any person as a result of relying on the information contained
in this Training Package.

The Commonwealth, through the Department of Education, Science and Training, does not
accept any liability to any person for the information or advice (or the use of such information
or advice) which is provided in this material or incorporated into it by reference. The
information is provided on the basis that all persons accessing this material undertake
responsibility for assessing the relevance and accuracy of its content. No liability is accepted
for any information or services which may appear in any other format. No responsibility is
taken for any information or services which may appear on any linked websites.

Published by:

First published: 1 December 2003

ISBN: 0 642 80084 7

Printed by:

AEShareNet Code: P

Print Version No: 2

Release Date: TBA

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Table of Contents

TABLE OF CONTENTS
Version Modification History............................................................................................................................... 6

Qualifications Framework.................................................................................................................................. 10
The Australian Qualifications Framework..........................................................................................................10
Qualification Pathways...................................................................................................................................... 15
Drilling qualifications at a glance....................................................................................................................... 15
Customising/contextualising advice.................................................................................................................. 20
Skill Sets............................................................................................................................................................21
Assessment Guidelines......................................................................................................................................23
Introduction........................................................................................................................................................23
Assessment System Overview..........................................................................................................................23
Australian Quality Training Framework Assessment Requirements................................................................. 23
Requirements for Assessors............................................................................................................................. 25
Requirements for RTOs.................................................................................................................................... 25
Requirements for Candidates............................................................................................................................25
Pathways...........................................................................................................................................................25
Designing Assessment Tools............................................................................................................................ 27
Use of Assessment Tools..................................................................................................................................27
Using Prepared Assessment Tools................................................................................................................... 27
Developing Assessment Tools.......................................................................................................................... 28
Conducting Assessment....................................................................................................................................28
Access and Equity.............................................................................................................................................30
Recommendations for assessment in the Drilling Industry........................................................................... 30
General issues.................................................................................................................................................. 30
Assessment considerations...............................................................................................................................31
Futher Sources of Information...........................................................................................................................33
General Resources........................................................................................................................................... 35
Assessment Resources.....................................................................................................................................35
Assessment Tool Design and Conducting Assessment....................................................................................35
Assessor Training..............................................................................................................................................36
Assessment System Design and Management.................................................................................................36

Units
DRTNHB50A Manage business operations...................................................................................................... 37
DRTNHB51A Manage human resources.......................................................................................................... 42
DRTNHB52A Manage client services............................................................................................................... 47
DRTNHB53A Manage non-routine, complex situations.................................................................................... 51
DRTOG01B Assist with the health and safety of the working environment...................................................... 55
DRTOG02B Assist in maintaining rig safety and emergency procedures.........................................................60
DRTOG03B Assist in establishing and maintaining effective working relationships......................................... 67
DRTOG04B Carry out equipment and basic rig maintenance.......................................................................... 71
DRTOG08B Contribute to the health and safety of the working environment...................................................77
DRTOG09B Contribute to the control of emergencies and critical situations....................................................81
DRTOG10B Establish and maintain effective working relationships.................................................................87
DRTOG11B Prepare and operate drilling fluid systems....................................................................................91
DRTOG12B Perform rig floor operations.......................................................................................................... 97
DRTOG13B Apply occupational health and safety in the workplace.............................................................. 105
DRTOG14B Control emergencies and critical situations................................................................................ 111
DRTOG15B Create, maintain and enhance productive working relationships................................................116
DRTOG19B Operate and maintain ancillary equipment................................................................................. 121
DRTOG20B Conduct and maintain derrick operations................................................................................... 126
DRTOG21B Trip casing.................................................................................................................................. 133
DRTOG22B Trip pipe...................................................................................................................................... 138
DRTOG25B Maintain standard procedures and safe working practices.........................................................142
DRTOG26B Rig up..........................................................................................................................................146
DRTOG27B Conduct pre-spud operations......................................................................................................150
DRTOG28B Conduct drilling operations......................................................................................................... 154
DRTOG29B Perform drilling calculations and reporting..................................................................................159

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Table of Contents

DRTOG30C Carry out well control and blowout prevention............................................................................163

DRTOG31B Shut down rig.............................................................................................................................. 171
DRTOG32B Participate in nippling-up and pressure test................................................................................174
DRTOG33B Maintain drilling rig communications systems.............................................................................178
DRTOG34B Manage equipment maintenance................................................................................................182
DRTOG35B Maintain man management systems.......................................................................................... 186
DRTOG36B Coordinate air drilling operations................................................................................................ 190
DRTOG37B Participate in, lead and facilitate work teams..............................................................................194
DRTOG38B Manage rig operations................................................................................................................ 199
DRTOG39B Plan and evaluate rig operations................................................................................................ 204
DRTOG40B Oversee drilling operations......................................................................................................... 209
DRTOG41B Manage drilling operations..........................................................................................................214
DRTOG42B Manage drilling induction and orientation................................................................................... 220
DRTOG43B Manage rig move and camp move..............................................................................................224
DRTOG44B Manage and monitor rig-up and rig-up to spud operations......................................................... 228
DRTOG45B Manage well completion and abandonment............................................................................... 233
DRTOG52B Implement and maintain statutory/legal compliance system.......................................................237
DRTOG53B Implement and maintain occupational health and safety/environmental site risk management
processes........................................................................................................................................................ 243
DRTOG54B Manage multiple drilling operations............................................................................................ 248
DRTOG55A Support blow out prevention operations..................................................................................... 252
DRTOG56A Assist withy coal seam gas control............................................................................................. 257
DRTOG57A Apply effective coal seam gas control practices......................................................................... 262
DRTOG58A Apply blow out prevention operational procedures..................................................................... 270
DRTOGOF05B Carry out deck operations......................................................................................................278
DRTOGOF06B Handle and store cargo..........................................................................................................282
DRTOGOF07B Assist in the transfer of passengers and freight during helicopter operations....................... 286
DRTOGOF09B Contribute to the control of offshore emergencies................................................................. 290
DRTOGOF20B Monitor, operate and maintain mud pits and equipment........................................................294
DRTOGOF21B Operate drilling fluids and mud pits........................................................................................298
DRTOGON06B Carry out rig lease operations............................................................................................... 304
DRTOGON07B Move loads............................................................................................................................ 307
DRTOGON15B Manage subordinates and equipment................................................................................... 314
DRTOGON17B Prepare and operate drilling fluid systems............................................................................ 318
DRTOGON18B Maintain services and operations to meet quality standards.................................................323
DRTOGON23B Operate mud pumps..............................................................................................................328
DRTOGON24B Operate mud systems........................................................................................................... 332
BSBMGT603A Review and develop business plans.......................................................................................336
BSBMGT604A Manage business operations..................................................................................................341

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Version Modification History

Version Modification History

The version details of this endorsed Training Package are in the table below. The latest information is
at the top of the table.

Version Release Date Comments

2 TBA • Inclusion of Employability Skills in all DRT units of

competency
• Inclusion of mandatory texts
• Deletion of Key Competencies in all DRT units of
competency
• Correction of typing errors
• Inclusion of coal seam methane units ie:

• DRTOG55A Support blow out prevention operations

• DRTOG56A Assist with coal seam gas control
• DRTOG57A Apply effective coal seam gas control
practices
• DRTOG58A Apply blow out prevention operational
procedures

• Revised and recoded the following to cover coal seam

gas:
• DRTNHB49A Plan drilling to DRTNHB49B Plan drilling
(Vol II/page 801); Range Statement amended to cover
coal seam methane drilling.
• DRTOG30B Carry out well control and blow out
prevention to DRTOG30C Carry out well control and
blow out prevention (Vol III/page 1141); Unit
restructured to cover coal seam gas control practices.

• Corrected unit code from MNMOCC418A Transport plant

and equipment to MNMOCC1418A Transport plant and
equipment (Vol II/page 239).

• MNMUGC102A Conduct ground support operations:

There were no unit found in the original Training Package
DRT03 V1.01; inserted unit in Vol II (page 257)
Non-hydrocarbon units of competency

• Deleted unit MNMMNI303A Handle and transport

explosives and replaced it with unit MNMUGC441A
Handle and transport explosives (Vol II/page 483).

• MNMMNI401A Administer shotfiring activities (Vol II/page

467) - this unit is contained and listed in the Summary of
Units of Competency but not listed in any qualifications.
Inserted unit in the following Mineral Exploration
qualifications:
• DRT30503 Cert III in Drilling - Mineral Exploration
• DRT40503 Cert IV in Drilling - Mineral Exploration
• BSZ units replaced with TAA units (Standard 7.3 in
Assessment Guidelines) (Vol 1/page 173)

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Version Modification History

Version Release Date Comments

• Updated references to MNC98, MNQ98 and MNM99 to

reflect current Training Packages ie MNC04, MNQ03 &
MNM05 in a number of qualifications

• Deletion of Rationale boxes in all qualifications

Changes to qualifications
• DRT20503 Certificate II in Drilling - Mineral Exploration
(Vol 1/page 101) (no change in code and title):

2 new units added:

1. DRTOG55A Support blow out prevention operations
2. DRTOG56A Assist with gas seam control
• DRT30503 Certificate III in Drilling - Mineral Exploration
(Vol 1/page 103) (no change in code & title):

2 pairs of Method units added:

1. DRTNHB13A Assist guided boring
2. DRTNHB32A Conduct guided boring
1. DRTNHB14A Assist directional drilling
2. DRTNHB33A Conduct directional drilling
2 new units added:
1. DRTOG55A Support blow out prevention operations
2. DRTOG56A Assist with gas seam control
• DRT40503 Certificate IV in Drilling - Mineral Exploration
(Vol/page 105) (no change in code & title):

2 pairs of Method units added:

1. DRTNHB13A Assist guided boring
2. DRTNHB32A Conduct guided boring
1. DRTNHB14A Assist directional drilling
2. DRTNHB33A Conduct directional drilling
1 existing new version unit added:
DRTOG30C Carry well control and blow out prevention
2 new units added:
1. DRTOG57A Apply effective coal seam gas control
2. DRTOG58A Apply blow out prevention operational
procedures
1 existing unit added:
DRTOGOF21B Operate drilling fluids and mud pits
• DRT50503 Diploma of Drilling - Mineral Exploration (Vol

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Version Modification History

Version Release Date Comments

1/page 107) (no change in code & title)

1 existing new version unit amended:

DRTNHB49B Plan Drilling
This unit was also amended in the following qualifications:
50103 50603
50203 50703
50303 51003
50403 51103
2 pairs of Method units added:
1. DRTNHB13A Assist guided boring
2. DRTNHB32A Conduct guided boring
1. DRTNHB14A Assist directional drilling
2. DRTNHB33A Conduct directional drilling
1 existing new version unit added:
DRTOG30C Carry well control and blow out prevention
2 new units added:
1. DRTOG57A Apply effective coal seam gas control
2. DRTOG58A Apply blow out prevention operational
procedures
2 existing units added:
DRTOGOF21B Operate drilling fluids and mud pits
DRTOGON24B Operate mud systems

1.01 23/12/04 Correction of errors in Qualifications Framework

1 09/12/03 Primary Release - Reviewed version of DRT98

2.00 22/01/02 Inclusion of units of competency for Certificate IV & Diploma

within the Oil & Gas sector

1.00 09/12/98 Primary release of DRT98

Forms control: All endorsed Training Packages will have a version number displayed on the
imprint page of every volume constituting that Training Package. Every Training Package will
display an up-to-date copy of this modification history form, to be placed immediately after the
contents page of the first volume of the Training Package. Comments on changes will only
show sufficient detail to enable a user to identify the nature and location of the change.
Changes to Training Packages will generally be batched at quarterly intervals. This
modification history form will be included within any displayed sample of that Training

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Version Modification History

Package and will constitute all detail available to identify changes.

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Qualifications Framework

Qualifications Framework

The Australian Qualifications Framework

What is the Australian Qualifications Framework?
A brief overview of the Australian Qualifications Framework (AQF) follows. For a full
explanation of the AQF see the AQF Implementation Handbook, 3rd Edition 2002. You can
download it from the Australian Qualifications Advisory Board (AQFAB) website (
www.aqf.edu.au) or obtain a hard copy by contacting AQFAB on phone 03 9639 1606 or by
emailing AQFAB on aqfab@curriculum.edu.au
The AQF provides a comprehensive, nationally consistent framework for all qualifications in
post-compulsory education and training in Australia. In the vocational education and training
(VET) sector it assists national consistency for all trainees, learners, employers and providers
by enabling national recognition of qualifications and Statements of Attainment.
Training Package qualifications in the VET sector must comply with the titles and guidelines of
the AQF. Endorsed Training Packages provide a unique title for each AQF qualification which
must always be reproduced accurately.
Qualifications
Training Packages can incorporate the following eight AQF qualifications.
• Certificate I in ...
• Certificate II in ...
• Certificate III in ...
• Certificate IV in ...
• Diploma of ...
• Advanced Diploma of ...
• Vocational Graduate Certificate of ...
• Vocational Graduate Diploma of ...

On completion of the requirements defined in the Training Package, a Registered Training

Organisation (RTO) may issue a nationally recognised AQF qualification. Issuance of AQF
qualifications must comply with the advice provided in the AQF Implementation Handbook
and the Australian Quality Training Framework Standards for Registered Training
Organisations, particularly Standard 10.
Statement of Attainment
Where an AQF qualification is partially achieved through the achievement of one or more
endorsed units of competency, an RTO may issue a Statement of Attainment. Issuance of
Statements of Attainment must comply with the advice provided in the AQF Implementation
Handbook and the Australian Quality Training Framework Standards for Registered Training
Organisations, particularly Standard 10.
Under the Standards for Registered Training Organisations, RTOs must recognise the
achievement of competencies as recorded on a qualification or Statement of Attainment
issued by other RTOs. Given this, recognised competencies can progressively build towards
a full AQF qualification.
AQF Guidelines and Learning Outcomes
The AQF Implementation Handbook provides a comprehensive guideline for each AQF
qualification. A summary of the learning outcome characteristics and their distinguishing
features for each VET related AQF qualification is provided below.

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Qualifications Framework

Certificate I
Characteristics of Learning Outcomes
Breadth, depth and complexity of knowledge and skills would prepare a person to perform a
defined range of activities most of which may be routine and predictable.
Applications may include a variety of employment related skills including preparatory access
and participation skills, broad-based induction skills and/or specific workplace skills. They
may also include participation in a team or work group.
Distinguishing Features of Learning Outcomes
Do the competencies enable an individual with this qualification to:
• demonstrate knowledge by recall in a narrow range of areas;
• demonstrate basic practical skills, such as the use of relevant tools;
• perform a sequence of routine tasks given clear direction
• receive and pass on messages/information.

Certificate II
Characteristics of Learning Outcomes
Breadth, depth and complexity of knowledge and skills would prepare a person to perform in
a range of varied activities or knowledge application where there is a clearly defined range of
contexts in which the choice of actions required is usually clear and there is limited
complexity in the range of operations to be applied.
Performance of a prescribed range of functions involving known routines and procedures
and some accountability for the quality of outcomes.
Applications may include some complex or non-routine activities involving individual
responsibility or autonomy and/or collaboration with others as part of a group or team.
Distinguishing Features of Learning Outcomes
Do the competencies enable an individual with this qualification to:
• demonstrate basic operational knowledge in a moderate range of areas;
• apply a defined range of skills;
• apply known solutions to a limited range of predictable problems;
• perform a range of tasks where choice between a limited range of options is required;
• assess and record information from varied sources;
• take limited responsibility for own outputs in work and learning.

Certificate III
Characteristics of Learning Outcomes
Breadth, depth and complexity of knowledge and competencies would cover selecting,
adapting and transferring skills and knowledge to new environments and providing technical
advice and some leadership in resolution of specified problems. This would be applied
across a range of roles in a variety of contexts with some complexity in the extent and choice
of options available.
Performance of a defined range of skilled operations, usually within a range of broader
related activities involving known routines, methods and procedures, where some discretion
and judgement is required in the section of equipment, services or contingency measures

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Qualifications Framework

and within known time constraints.

Applications may involve some responsibility for others. Participation in teams including
group or team co-ordination may be involved.
Distinguishing Features of Learning Outcomes
Do the competencies enable an individual with this qualification to:
• demonstrate some relevant theoretical knowledge
• apply a range of well-developed skills
• apply known solutions to a variety of predictable problems
• perform processes that require a range of well-developed skills where some discretion
and judgement is required
• interpret available information, using discretion and judgement
• take responsibility for own outputs in work and learning
• take limited responsibility for the output of others.

Certificate IV
Characteristics of Learning Outcomes
Breadth, depth and complexity of knowledge and competencies would cover a broad range
of varied activities or application in a wider variety of contexts most of which are complex and
non-routine. Leadership and guidance are involved when organising activities of self and
others as well as contributing to technical solutions of a non-routine or contingency nature.
Performance of a broad range of skilled applications including the requirement to evaluate
and analyse current practices, develop new criteria and procedures for performing current
practices and provision of some leadership and guidance to others in the application and
planning of the skills. Applications involve responsibility for, and limited organisation of,
others.
Distinguishing Features of Learning Outcomes
Do the competencies enable an individual with this qualification to:
• demonstrate understanding of a broad knowledge base incorporating some theoretical
concepts
• apply solutions to a defined range of unpredictable problems
• identify and apply skill and knowledge areas to a wide variety of contexts, with depth in
some areas
• identify, analyse and evaluate information from a variety of sources
• take responsibility for own outputs in relation to specified quality standards
• take limited responsibility for the quantity and quality of the output of others.

Diploma
Characteristics of Learning Outcomes
Breadth, depth and complexity covering planning and initiation of alternative approaches to
skills or knowledge applications across a broad range of technical and/or management
requirements, evaluation and co-ordination.
The self directed application of knowledge and skills, with substantial depth in some areas
where judgement is required in planning and selecting appropriate equipment, services and
techniques for self and others.
Applications involve participation in development of strategic initiatives as well as personal

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Qualifications Framework

responsibility and autonomy in performing complex technical operations or organising others.

It may include participation in teams including teams concerned with planning and evaluation
functions. Group or team co-ordination may be involved.
The degree of emphasis on breadth as against depth of knowledge and skills may vary
between qualifications granted at this level.
Distinguishing Features of Learning Outcomes
Do the competencies or learning outcomes enable an individual with this qualification to:
• demonstrate understanding of a broad knowledge base incorporating theoretical
concepts, with substantial depth in some areas
• analyse and plan approaches to technical problems or management requirements
• transfer and apply theoretical concepts and/or technical or creative skills to a range of
situations
• evaluate information, using it to forecast for planning or research purposes
• take responsibility for own outputs in relation to broad quantity and quality parameters
• take some responsibility for the achievement of group outcomes.

Advanced Diploma
Characteristics of Learning Outcomes
Breadth, depth and complexity involving analysis, design, planning, execution and evaluation
across a range of technical and/or management functions including development of new
criteria or applications or knowledge or procedures.
The application of a significant range of fundamental principles and complex techniques
across a wide and often unpredictable variety of contexts in relation to either varied or highly
specific functions. Contribution to the development of a broad plan, budget or strategy is
involved and accountability and responsibility for self and others in achieving the outcomes is
involved.
Applications involve significant judgement in planning, design, technical or
leadership/guidance functions related to products, services, operations or procedures.
The degree of emphasis on breadth as against depth of knowledge and skills may vary
between qualifications granted at this level.
Distinguishing Features of Learning Outcomes
Do the competencies or learning outcomes enable an individual with this qualification to:
• demonstrate understanding of specialised knowledge with depth in some areas
• analyse, diagnose, design and execute judgements across a broad range of technical
or management functions
• generate ideas through the analysis of information and concepts at an abstract level
• demonstrate a command of wide-ranging, highly specialised technical, creative or
conceptual skills
• demonstrate accountability for personal outputs within broad parameters
• demonstrate accountability for personal and group outcomes within broad parameters.

Vocational Graduate Certificate

Characteristics of competencies or learning outcomes
• The self-directed development and achievement of broad and specialised areas of
knowledge and skills, building on prior knowledge and skills.

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Qualifications Framework

• Substantial breadth and complexity involving the initiation, analysis, design, planning,
execution and evaluation of technical and management functions in highly varied and
highly specialised contexts.
• Applications involve making significant, high-level, independent judgements in major
broad or planning, design, operational, technical and management functions in highly
varied and specialised contexts. They may include responsibility and broad ranging
accountability for the structure, management and output of the work or functions of
others.
• The degree of emphasis on breadth, as opposed to depth, of knowledge and skills may
vary between qualifications granted at this level.

Distinguishing features of learning outcomes

• Demonstrate the self-directed development and achievement of broad and specialised
areas of knowledge and skills, building on prior knowledge and skills.
• Initiate, analyse, design, plan, execute and evaluate major broad or technical and
management functions in highly varied and highly specialised contexts.
• Generate and evaluate ideas through the analysis of information and concepts at an
abstract level.
• Demonstrate a command of wide-ranging, highly specialised technical, creative or
conceptual skills in complex contexts.
• Demonstrate responsibility and broad-ranging accountability for the structure,
management and output of the work or functions of others.

Vocational Graduate Diploma

Characteristics of competencies or learning outcomes
• The self-directed development and achievement of broad and specialised areas of
knowledge and skills, building on prior knowledge and skills.
• Substantial breadth, depth and complexity involving the initiation, analysis, design,
planning, execution and evaluation of major functions, both broad and highly
specialised, in highly varied and highly specialised contexts.
• Further specialisation within a systematic and coherent body of knowledge.
• Applications involve making high-level, fully independent, complex judgements in broad
planning, design, operational, technical and management functions in highly varied and
highly specialised contexts. They may include full responsibility and accountability for
all aspects of work and functions of others, including planning, budgeting and strategy
development.
• The degree of emphasis on breadth, as opposed to depth, of knowledge and skills may
vary between qualifications granted at this level.

Distinguishing features of learning outcomes

• Demonstrate the self-directed development and achievement of broad and highly
specialised areas of knowledge and skills, building on prior knowledge and skills.
• Initiate, analyse, design, plan, execute and evaluate major functions, both broad and
within highly varied and highly specialised contexts.
• Generate and evaluate complex ideas through the analysis of information and concepts
at an abstract level.
• Demonstrate an expert command of wide-ranging, highly specialised, technical,
creative or conceptual skills in complex and highly specialised or varied contexts.
• Demonstrate full responsibility and accountability for personal outputs.
• Demonstrate full responsibility and accountability for all aspects of the work or functions
of others, including planning, budgeting and strategy.

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Qualifications Framework

Qualification Pathways
The following sample qualifications pathways charts are provided for developers, to show the
type of information that may be included. (They are simplified versions of existing Training
Package qualifications pathways charts.) Developers must create a qualifications pathways
chart in the industry preferred style. This could be based on the samples provided, or on any
of the other of many Training Package qualifications pathways charts to be found on the
DEST website at www.dest.gov.au.
It is assumed that most people new to the industry will start at the Certificate II level. Many
people already in the industry should be already partly or wholly qualified at the Certificate II
level and will presumably start at their existing level and simply complete any outstanding
competency requirements. Due to the recency of the availability of qualifications there is a
high level of people in the industry with existing skills but no formal qualifications. For
experienced workers in the industry, it may well be appropriate for them to start at the
Certificate III (or even Certificate IV or higher) level. Exit at any point is possible.
Prerequisites
Some units of competency have stated prerequisites. In any approved training scheme, it is
expected that competency will be attained in the prerequisite units before it is attained in the
unit having the prerequisite(s). In this situation a unit with two prerequisites will be counted as
three units towards the qualification once competency has been attained in all units.
In an assessment of existing competency, it is possible to assess the unit and its prerequisites
together as an integrated assessment. In this situation a unit with two prerequisites will be
counted as three units towards the qualification once competency has been attained in all
units.
See also qualification rules later in this document.

Drilling qualifications at a glance

The following diagram indicates the pathway for a person following a structured learning
program.

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Customising/contextualising advice
Customising of a qualification
Customising may be done by:
• choosing from the units provided in this Training Package to suit the particular situation;
• specifying particular combinations of units provided in this Training Package to suit the
combination of skills required in the workplace;
• importing suitable units from another Training Package as additional elective units.

Note that substitution of 'common' or 'method' units is not permitted. If it is desired to

substitute sector or elective units, then the normal procedure for recognition of prior
learning/recognition of current competency (RPL/RCC) should be applied.
These units may also be exported to other Training Packages provided the rules below are
observed.

Specifying combinations of units

Certain enterprises may require a particular combination of competencies in their drillers.
Individual enterprises may find it appropriate to specify additional prerequisite and/or
co-requisite competencies because of their particular requirements. This is permitted, and will
change the way in which the units are packaged for the qualification, but in no way increases
or decreases the total number of units required for the awarding of a qualification, and must
still comply with the overall requirements of the Qualifications Framework.
An example of where this may be desirable is a company which requires its drillers (and their
assistants) to be competent across a number of different drilling methods.

Contextualising units of competency

Contextualising the units provided in this Training Package to better suit a particular situation
may be done according to the rules below. Contextualising is typically done by an RTO to
make a general unit more specifically applicable to an individual enterprise or situation.
Contextualising rules
Competency units may be contextualised by a RTO. Contextualisation which:
• replaces general directions with enterprise specific needs;
• replaces generic equipment/process names with enterprise specific names;
• replaces general processes/specifications with enterprise specific needs;

is allowed and encouraged, provided the contextualised unit is of similar level and rigour to
the original unit of competency.
Contextualisation may only be done if it does not significantly change the level and rigour or
change the range of applicability of the unit. Contextualisation may be done within the Range
Statement and the Evidence Guide. Note also that contextualisation of the Elements or
Performance Criteria is not permitted. As a minimum, the contextualised unit should:
• be of similar level and rigour;
• be of a similar breadth, complexity and size;
• be relevant to the industry and the enterprise;
• not reduce the health, safety or environmental requirements;
• retain the original national code number.

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Importing competencies from other Training Packages

Units of competency may be imported from another Training Package to customise a
qualification. These imported units may be used to add to, or where appropriate replace
'elective' units only. The use of imported units is allowed if:
• they are from a set of endorsed competency standards (the original national code
number must be retained);
• they are appropriate to the needs of the enterprise;
• they are of an appropriate AQF level;
• any prerequisites and co-requisites specified in the original set of competency standards
are also observed.

Common and method units may not be substituted. Units can only be substituted if they do
not duplicate, or closely resemble, an existing unit in this Training Package.

Exporting competencies to other Training Packages

The Australian Drilling Industry Training Committee encourages other industries and ISCs to
access the units of competency in this Training Package which might be appropriate to their
needs. These competencies may be used provided:
• the original national code number is retained;
• they are only contextualised to the extent permitted above;
• any specified prerequisites and co-requisites are observed;
• the Australian Drilling Industry Training Committee is advised of the specific
competencies to be used to facilitate ongoing communication in the event of an update.

Skill Sets
Definition
Skill sets are defined as single units of competency, or combinations of units of competency
from an endorsed Training Package, which link to a licence or regulatory requirement, or
defined industry need.
Wording on Statements of Attainment
Skill sets are a way of publicly identifying logical groupings of units of competency which meet
an identified need or industry outcome. Skill sets are not qualifications.
Where skill sets are identified in a Training Package, the Statement of Attainment can set out
the competencies a person has achieved in a way that is consistent and clear for employers
and others. This is done by including the wording 'these competencies meet [the relevant skill
set title or industry need is included]' on the Statement of Attainment. This wording applies
only to skill sets that are formally identified as such in the endorsed Training Package.
All Statements of Attainment must include the wording 'A Statement of Attainment is issued
by a Registered Training Organisation when an individual has completed one or more units of
competency from a nationally recognised qualification'. The following may also be used 'these
competencies form part of the [the relevant qualification(s) code and title are inserted]'.
This section below provides information on skill sets within this Training Package, with the
following important disclaimer: Readers should ensure that they have also read the part of
the Training Package that outlines licensing and regulatory requirements.

Skill Sets in this Training Package

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Where this section is blank, nationally recognised skill sets have yet to be identified in this
industry.

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Assessment Guidelines

Introduction
These Assessment Guidelines provide the endorsed framework for assessment of units of
competency in this Training Package. They are designed to ensure that assessment is
consistent with the Australian Quality Training Framework (AQTF) Standards for Registered
Training Organisations. Assessments against the units of competency in this Training
Package must be carried out in accordance with these Assessment Guidelines.

Assessment System Overview

This section provides an overview of the requirements for assessment when using this
Training Package, including a summary of the AQTF requirements; licensing/registration
requirements; and assessment pathways.
Benchmarks for Assessment
Assessment within the National Training Framework is the process of collecting evidence and
making judgements about whether competency has been achieved to confirm whether an
individual can perform to the standards expected in the workplace, as expressed in the
relevant endorsed unit of competency.
In the areas of work covered by this Training Package, the endorsed units of competency are
the benchmarks for assessment. As such, they provide the basis for nationally recognised
Australian Qualifications Framework (AQF) qualifications and Statements of Attainment
issued by Registered Training Organisations (RTOs).

Australian Quality Training Framework Assessment Requirements

Assessment leading to nationally recognised AQF qualifications and Statements of
Attainment in the vocational education and training sector must meet the requirements of the
AQTF as expressed in the Standards for Registered Training Organisations.
The Standards for Registered Training Organisations can be downloaded from the DEST
website at www.dest.gov.au or can be obtained in hard copy from DEST. The following points
summarise the assessment requirements under the AQTF.
Registration of Training Organisations
Assessment must be conducted by, or on behalf of, an RTO formally registered by a State or
Territory Registering/Course Accrediting Body in accordance with the Standards for
Registered Training Organisations. The RTO must have the specific units of competency
and/or AQF qualifications on its scope of registration. See Section 1 of the Standards for
Registered Training Organisations.
Quality Training and Assessment
Each RTO must have systems in place to plan for and provide quality training and
assessment across all its operations. See Standard 1 of the Standards for Registered
Training Organisations.
Assessor Competency Requirements
Each person involved in training, assessment or client service must be competent for the
functions they perform. See Standard 7 of the Standards for Registered Training
Organisations for assessor competency requirements. Standard 7 also specifies the
competencies that must be held by trainers.

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Assessment Requirements
The RTOs assessments must meet the requirements of the endorsed components of Training
Packages within its scope of registration. See Standard 8 of the Standards for Registered
Training Organisations.
Assessment Strategies
Each RTO must identify, negotiate, plan and implement appropriate learning and assessment
strategies to meet the needs of each of its clients. See Standard 9 of the Standards for
Registered Training Organisations.
Mutual Recognition
Each RTO must recognise the AQF qualifications and Statements of Attainment issued by
any other RTO. See Standard 5 of the Standards for Registered Training Organisations.
Access and Equity and Client Services
Each RTO must apply access and equity principles, provide timely and appropriate
information, advice and support services that assist clients to identify and achieve desired
outcomes. This may include reasonable adjustment in assessment. See Standard 6 of the
Standards for Registered Training Organisations.
Partnership Arrangements
RTOs must have, and comply with, written agreements with each organisation providing
training and/or assessment on its behalf. See Standard 1.6 of Standards for Registered
Training Organisations.
Recording Assessment Outcomes
Each RTO must have effective administration and records management procedures in place,
and must record AQF qualifications and Statements of Attainment issued. See Standards 4
and 10.2 of the Standards for Registered Training.
Issuing AQF Qualifications and Statement of Attainment
Each RTO must issue AQF qualifications and Statements of Attainment that meet the
requirements of the AQF Implementation Handbook and the endorsed Training Packages
within the scope of its registration. An AQF qualification is issued once the full requirements
for a qualification, as specified in the nationally endorsed Training Package are met. A
Statement of Attainment is issued where the individual is assessed as competent against
fewer units of competency than required for an AQF qualification. See Standard 10 and
Section 2 of the Standards for Registered Training Organisations.

This section provides information on licensing/registration requirements for this Training

Package, with the following important disclaimer.
Licensing and registration requirements that apply to specific industries, and vocational
education and training, vary between each State and Territory, and can regularly change. The
developers of this Training Package, and DEST, consider that the licensing/registration
requirements described in this section apply to RTOs, assessors or candidates with respect to
this Training Package. While reasonable care has been taken in its preparation, the
developers of this Training Package and DEST cannot guarantee that the list is definitive or
accurate at the time of reading; the information in this section is provided in good faith on that
basis.
Contact the relevant State or Territory Department(s) to check if the licensing/registration
requirements described below still apply, and to check if there are any others with which you
must comply. For further information contact the relevant State or Territory authority.

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Requirements for Assessors

In order to conduct assessment for statutory licensing or other industry registration
requirements, assessors must meet the requirements outlined in the following chart, in
addition to the AQTF requirements.

Requirements for RTOs

Selected units of competency and qualifications in this Training Package provide the basis for
a range of statutory licensing and industry registration arrangements. To satisfy these
licensing and registration arrangements, RTOs must meet the additional requirements
detailed in the following chart.

Requirements for Candidates

Individuals being assessed under statutory licensing and industry registration systems must
comply with training and experience requirements additional to the minimum requirements
identified in this Training Package.

Pathways
The competencies in this Training Package may be attained in a number of ways including
through:
• formal or informal education and training
• experiences in the workplace
• general life experience, and/or
• any combination of the above.

Assessment under this Training Package leading to an AQF qualification or Statement of

Attainment may follow a learning and assessment pathway, an assessment-only or
recognition pathway, or a combination of the two as illustrated in the following diagram.

Each of these assessment pathways leads to full recognition of competencies held - the
critical issue is that the candidate is competent, not how the competency was acquired.
Assessment, by any pathway, must comply with the assessment requirements set out in the
Standards for Registered Training Organisations.
Learning and Assessment Pathways
Usually, learning and assessment are integrated, with assessment evidence being collected
and feedback provided to the candidate at anytime throughout the learning and assessment

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process.
Learning and assessment pathways may include structured programs in a variety of contexts
using a range of strategies to meet different learner needs. Structured learning and
assessment programs could be: group-based, work-based, project-based, self-paced, action
learning-based; conducted by distance or e-learning; and/or involve practice and experience
in the workplace.
Learning and assessment pathways to suit New Apprenticeships have a mix of formal
structured training and structured workplace experience with formative assessment activities
through which candidates can acquire and demonstrate skills and knowledge from the
relevant units of competency.
Assessment-Only or Recognition of Prior Learning Pathway
Competencies already held by individuals can be formally assessed against the units of
competency in this Training Package, and should be recognised regardless of how, when or
where they were achieved.
In an assessment-only or Recognition of Prior Learning (RPL) pathway, the candidate
provides current, quality evidence of their competency against the relevant unit of
competency. This process may be directed by the candidate and verified by the assessor,
such as in the compilation of portfolios; or directed by the assessor, such as through
observation of workplace performance and skills application, and oral and/or written
assessment. Where the outcomes of this process indicate that the candidate is competent,
structured training is not required. The RPL requirements of Standard 8.2 of the Standards for
Registered Training Organisations must be met.
As with all assessment, the assessor must be confident that the evidence indicates that the
candidate is currently competent against the endorsed unit of competency. This evidence
may take a variety of forms and might include certification, references from past employers,
testimonials from clients, and work samples. The onus is on candidates to provide sufficient
evidence to satisfy assessors that they currently hold the relevant competencies. In judging
evidence, the assessor must ensure that the evidence of prior learning is:
• authentic (the candidate's own work)
• valid (directly related to the current version of the relevant endorsed unit of competency)
• reliable (shows that the candidate consistently meets the endorsed unit of competency)
• current (reflects the candidate's current capacity to perform the aspect of the work
covered by the endorsed unit of competency), and
• sufficient (covers the full range of elements in the relevant unit of competency and
addresses the four dimensions of competency, namely task skills, task management
skills, contingency management skills, and job/role environment skills).

The assessment only or recognition of prior learning pathway is likely to be most appropriate
in the following scenarios:
• candidates enrolling in qualifications who want recognition for prior learning or current
competencies
• existing workers
• individuals with overseas qualifications
• recent migrants with established work histories
• people returning to the workplace, and
• people with disabilities or injuries requiring a change in career.

Combination of Pathways
Where candidates for assessment have gained competencies through work and life

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experience and gaps in their competence are identified, or where they require training in new
areas, a combination of pathways may be appropriate.
In such situations, the candidate may undertake an initial assessment to determine their
current competency. Once current competency is identified, a structured learning and
assessment program ensures that the candidate acquires the required additional
competencies identified as gaps.
Assessor Requirements
This section identifies the mandatory competencies for assessors, and clarifies how others
may contribute to the assessment process where one person alone does not hold all the
required competencies.
Assessor Competencies
The Standards for Registered Training Organisations specify mandatory competency
requirements for assessors. For information, Standard 7.3 from the Standards for Registered
Training Organisations follows:
7.3 a The RTO must ensure that assessments are conducted by a person who has:

• the following competencies* from the Training Package for Assessment and
Workplace Training, or demonstrated equivalent competencies:
• TAAASS401A Plan and organise assessment;
• TAAASS402A Assess competence;
• TAAASS404A Participate in assessment validation;
• relevant vocational competencies, at least to the level being assessed.

b However, if a person does not have all of the competencies in Standards 7.3 a (i)
and the vocational competencies as defined in 7.3 a(ii), one person with the
competencies listed in Standard 7.3 a(i), and one or more persons who have the
competencies listed in Standard 7.3 a (ii) may work together to conduct
assessments.

* A person who holds the competencies BSZ401A Plan assessment, BSZ402A

Conduct assessment, and BSZ403A Review assessment from the Training
Package for Assessment and Workplace Training will be accepted for the purposes
of this standard. A person who has demonstrated equivalent competencies to
BSZ401A and BSZ402A and BSZ403A in the period up to 12 months following
publication of the Training and Assessment Training Package will also be accepted
for the purposes of this standard.

Designing Assessment Tools

This section provides an overview on the use and development of assessment tools.

Use of Assessment Tools

Assessment tools provide a means of collecting the evidence that assessors use in making
judgements about whether candidates have achieved competency.
There is no set format or process for the design, production or development of assessment
tools. Assessors may use prepared assessment tools, such as those specifically developed to
support this Training Package, or they may develop their own.

Using Prepared Assessment Tools

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If using prepared assessment tools, assessors should ensure these are benchmarked, or
mapped, against the current version of the relevant unit of competency. This can be done by
checking that the materials are listed on the National Training Information Service
(http://www.ntis.gov.au). Materials on the list have been noted by the National Quality Council
as meeting their quality criteria for Training Package support materials.

Developing Assessment Tools

When developing assessment tools, assessors must ensure that they:
• are benchmarked against the relevant unit or units of competency
• are reviewed as part of the validation of assessment strategies as required under 9.2 (i)
of the Standards for Registered Training Organisations
• meet the assessment requirements expressed in the Standards for Registered Training
Organisations, particularly Standards 8 and 9.

A key reference for assessors developing assessment tools is TAA04 Training and
Assessment Training Package and the unit of competency TAAASS403A Develop
assessment tools. There is no set format or process for the design, production or
development of assessment materials.

Conducting Assessment
This section details the mandatory assessment requirements and provides information on
equity in assessment including reasonable adjustment.
Mandatory Assessment Requirements
Assessments must meet the criteria set out in Standard 8 from the Standards for Registered
Training Organisations. For information, Standard 8 from the Standards for Registered
Training Organisations is reproduced below.
8 RTO Assessments

The RTOs assessments meet the requirements of the endorsed components of

Training Packages and the outcomes specified in accredited courses within the
scope of its registration.

8.1 The RTO must ensure that assessments (including RPL):

i. comply with the assessment guidelines included in the applicable nationally

endorsed Training Packages or the assessment requirements specified in
accredited courses;

ii. lead to the issuing of a statement of attainment or qualification under the AQF when
a person is assessed as competent against nationally endorsed unit(s) of
competency in the applicable Training Package or modules specified in the
applicable accredited course;

iii. are valid, reliable, fair and flexible;

iv. provide for applicants to be informed of the context and purpose of the assessment
and the assessment process;

v. where relevant, focus on the application of knowledge and skill to standard of

performance required in the workplace and cover all aspects workplace
performance, including task skills, task management skills, contingency
management skills and job role environment skills;

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vi. involve the evaluation of sufficient evidence to enable judgements to be made

about whether competency has been attained;

vii. provide for feedback to the applicant about the outcomes of the assessment
process and guidance on future options in relation to those outcomes;

viii. are equitable for all persons, taking account of individual needs relevant to the
assessment; and

ix. provide for reassessment on appeal.

8.2 a The RTO must ensure that RPL is offered to all applicants on enrolment

b The RTO must have an RPL process that:

i. is structured to minimise the time and cost to applicants; and

ii. provides adequate information, support and opportunities for participants to
engage in the RPL process.

Delivery and assessment of Employability Skills

Employability Skills are integral to workplace competency and, as such, must be considered
in the design, customisation, delivery and assessment of vocational education and training
programs in an integrated and holistic way, as represented diagrammatically below.

Training providers must analyse the Employability Skills information contained in units of
competency in order to design valid and reliable learning and assessment strategies. This
analysis includes:
• reviewing unit(s) of competency to determine how each relevant Employability Skill is
found and applied within the unit

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• analysing the Employability Skills Summary for the qualification in which the unit(s)
is/are packaged to help clarify relevant industry/workplace contexts with regard to the
application of Employability Skills at that qualification level
• designing learning and assessment activities that address the Employability Skills
requirements.

For more information on Employability Skills in Resources and Infrastructure Industry Skills
Council Training Packages go to the Resources and Infrastructure Industry Skills Council
website at http://www.riisc.com.au.

Access and Equity

An individuals access to the assessment process should not be adversely affected by
restrictions placed on the location or context of assessment beyond the requirements
specified in this Training Package.
Reasonable adjustments can be made to ensure equity in assessment for people with
disabilities. Adjustments include any changes to the assessment process or context that meet
the individual needs of the person with a disability, but do not change competency outcomes.
Such adjustments are considered reasonable if they do not impose an unjustifiable hardship
on a training provider or employer. When assessing people with disabilities, assessors are
encouraged to apply good practice assessment methods with sensitivity and flexibility.

Recommendations for assessment in the Drilling Industry

General issues
Assessment of competency will be in accordance with the relevant drilling industry sector and
state legislation applying in each state and territory. This will include:
• Duty of care requirements;
• Occupational Health and Safety Acts and Regulations;
• Environmental Protection Acts and Regulations;
• Heritage Protection Acts and Regulations;
• Petroleum Acts and Regulations.

In certain circumstances other legislation/regulation will also be relevant including:

• Mining Acts and Regulations;
• Submerged Lands Acts and Regulations;
• Dangerous Goods Regulations;
• Water Drilling Licensing requirements.

For some job outcomes in the industry there will be additional requirements such as first aid
and heavy truck licence. Required job outcomes and local regulations will determine the need
for these additional 'tickets'/licences.
Wherever possible integrated assessment, which reflects the grouping of competencies as
they would be demonstrated in an actual work role, is the preferred means of assessment.
The context of the assessment is defined in each unit of competency.
Where units of competency have been imported from another Training Package (ie. the unit
code does NOT have the 'DRT' prefix), the RTO responsible for the assessment should check
the assessment guidelines covering those units of competency in their source Training
Package.
Evidence gathering methods must be equitable to all groups of participants. Assessment

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procedures should also be culturally appropriate for the individual and the situation.
Reasonable adjustments should be made to assessment procedures for people with special
needs such as people with disabilities or with language or literacy difficulties. The language
and literacy requirements of the assessment process should not exceed the language and
literacy requirements of the particular level of work in the industry.

Assessment considerations
Some sections of the industry operate in remote areas which are not conducive to multiple
visits from assessors. The competency however requires a consistent performance which
may not be assessable by a single site visit. The assessment design may therefore need to
include other evidence such as:
• third party report;
• range of documentation completed by the candidate (such as drill logs);
• statement of curricular activities verified by the supervisor;
• evidence of training undertaken and course outline details;

which can be collected/viewed by the assessor to aid in the judgement of consistent

performance to the required standard.
Assessing using a formal assessment team in the one place at the one time is often not
practical and so the assessor will frequently need to rely on evidence provided by supervisors,
other work colleagues, written records and documentation to assist in making the judgement
of competency.
Interviews, questioning of the candidate and formal answers to written or oral tests
customised and documented by the assessor or RTO may be gathered as evidence for
judging competency subject to audit by the RTO issuing the qualification or statement of
attainment. Units of competency have generally been written with a focus on a workplace
assessment environment. Where this is obligatory it is identified in the unit descriptor or
context of assessment statement.
Utility worker units and some lower numbered AQF II level competencies are for the most
part, generally intended to be assessed off active drill sites, either in a training room,
workshop or company yard environment prior to real field conditions and with appropriate
supervision. Many units include problem solving aspects. These aspects may be best
assessed by using evidence of past problems solved and/or by using a range of
scenarios/case studies/what ifs as the stimulus with 'walk throughs' (a person demonstrating
what they would do without necessarily doing it) forming part of the response. These
scenarios/case studies/what ifs should include a range of problems, including typical and, for
AQF IV and above, unusual situations which have been generated from the past drilling
experience, risk assessment activities and similar sources.

Validity and fairness of assessment

The assessment environment should not disadvantage the candidate.
Assessment practices shall take into account any relevant language or cultural issues related
to Aboriginality, gender or language backgrounds other than English.
Assessors must ensure that assessment processes do not place inappropriate emphasis on
language, literacy or numeracy and do not disadvantage candidates on inappropriate grounds
such as gender or cultural background. The literacy required for assessment should not be
greater than that required for the actual task. Exclusive reliance on written assessment may
unfairly disadvantage some candidates and could lead to an incorrect decision.
Reasonable adjustments are to be made to ensure equity in assessment for people with

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disabilities. This means that wherever possible, 'reasonable' adjustments are to be made to
meet the individual needs of a person with a disability. Adjustments are considered
'reasonable' if they do not impose an unjustifiable hardship on a training provider or employer.
When assessing people with disabilities, assessors are encouraged to apply good practice
assessment methods with sensitivity and flexibility.

Assessment design considerations

Most units of competency in the DRT03 Training Package have a number of main
components:
• a set of essential knowledge which is required for the competent performance of the
skills which comprise the unit of competency and which is listed in the unit of
competency both as part of the performance criteria and also in the evidence guide;
• a set of routine skills which will be typically performed on a regular basis on the job and
which are the basis of the elements and performance criteria;
• a set of non-routine skills (typically for emergency response and AQF IV drilling units)
which are vital to the safe and efficient operation of the plant/process over the medium
to long term and which are included in the elements and performance criteria but which
may not be performed on a regular basis.

The assessment design needs to incorporate features which will ensure adequate evidence is
gathered for each of these components.

Underpinning knowledge
It will be difficult, and often impossible, to gather sufficient evidence of the required essential
knowledge by means of direct observation alone. It will be necessary to include some form of
questioning, which may, or may not, be concurrent with direct observation. Questioning
should not rely on written communication to any greater degree than is otherwise required by
the unit of competency. The use of diagrams and sketching, demonstration and description
along with third party evidence should be allowable within the assessment of essential
knowledge.

Routine skills
Sufficient evidence of competent performance of routine skills may be obtained by direct
observation. However, observation on more than one occasion would be required if direct
observation is the sole evidence gathering method used as the observation needs to include
performance of the skills under a range of all normal and some abnormal conditions. As
multiple direct observations are often impractical, other evidence gathering tools (such as
supervisor and other third party reports) should be included to gather evidence of consistent
performance under a range of conditions. The emphasis is on evidence of competent
performance rather than on direct observation, and this may come from drill logs, work
colleagues and other sources.
It should be noted that there are national industry assessment tools (available through
ADITC) which may be used either directly or as models to develop customised tools.
Workplaces or assessors may also wish to develop their own specific assessment tools to
complement the national tools or as an alternative to the national tools.

Non-routine skills
By their nature the non-routine skills are unlikely to be able to be assessed adequately by
direct observation. These skills include problem solving and emergency response and it would
be inappropriate to set up a situation, or to wait for a situation to occur, which would allow for
direct observation.

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Assessment Guidelines

In most cases, the use of third party evidence, such as from supervisors and other work
colleagues will be the most practical form of evidence for non-routine skills. This implies that a
person will not be deemed competent in these non-routine skills until they have had a range
of experience which will allow them to have accumulated evidence of their ability to handle
non-routine situations.
In some situations, such as emergency response, some appropriate form of simulation (e.g. a
fire drill) may be the best form of gathering sufficient, appropriate evidence of competence.
Case studies may be appropriate in some circumstances to increase the evidence available.
Simulation/case studies may also be used for safety and cost effectiveness reasons. These
approaches are defined as:
• simulation - a structured resource-based exercise which seeks to simulate real life
situations and requires the assessee to achieve a specific task;
• case study - an assessment tool which presents a simulated context and provides
assessees with opportunities to display problem solving and decision making skills.

Where the appropriate choice between these is restricted, this will be stated in the unit of
competency.
Generally, where:
• physical skills are significant (e.g. emergency procedures), then a simulation may be the
preferred method (this may require coordination with a regular 'safety drill') ;
• cognitive skills are significant (e.g. problem solving) then a case study may be the
preferred method.

It is recommended that at least two different methods of gathering evidence be used in any
assessment. Methods of gathering evidence for an assessment may include:
• direct observation;

• demonstration on the job;

• third party reports e.g. peer/team leader/360 0 review;
• questioning - written, verbal;
• workplace documents - logs, reports etc;
• scenarios/case studies;
• projects;
• simulation, routine drills;
• interview.

Integrated (holistic) assessment

Notwithstanding the above, it is the intention that the ability to perform the unit of competency
as a whole be the key criterion in any assessment process.
Further, it is frequently appropriate to assess more than one unit of competency at the same
time, e.g. because certain competencies are only practised in combination with other
competencies (e.g. working in a team with an appropriate drilling unit). The assessment of
more than one unit of competency concurrently is desirable, provided adequate evidence is
gathered for each competency involved.
The unit of competency may include suggestions for assessment in conjunction with other
units.

Further Sources of Information

The section provides a listing of useful contacts and resources to assist assessors in

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Assessment Guidelines

planning, designing, conducting and reviewing of assessments against this Training Package.
Contacts

Contacts
Resources and Infrastructure Industry Skills Council
Level 7, 36 Carrington Street
SYDNEY NSW 2000
Telephone: (02) 9299 3014
Fax: (02) 9299 3015
Web: www.riisc.com.au
Email: riisc@riisc.com.au
Copies of the latest documents are available from:

Australian Drilling Industry Training Committee Ltd

PO Box 742
Lane Cove NSW 2066
Phone +61 2 9428 3444
Fax +61 2 9428 3555
Website: www.aditc.com.au
email: info@aditc.com.au
The National Training Information Service (http://www.ntis.gov.au) also displays any changes
in units of competency and the packaging of qualifications.

TVET Australia Ltd

Level 21, 390 St Kilda Road
MELBOURNE VIC 3004
PO Box 12211
A'Beckett Street Post Office
MELBOURNE VIC 8006
Telephone: (03) 9832 8100
Fax: (03) 9832 8199
Web: www.atpl.net.au
Email: sales@atpl.net.au

Innovation and Business Industry Skills Council

Building B, Level 2
192 Burwood Road
HAWTHORN VIC 3122
Telephone: (03) 9815 7000

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Assessment Guidelines

Fax: (03) 9815 7001

Email: virtual@ibsa.org.au

General Resources
Refer to http://antapubs.dest.gov.au/publications/search.asp to locate the following ANTA
publications.
AQF Implementation Handbook, third Edition. Australian Qualifications Framework Advisory
Board, 2002, aqf.edu.au
Australian Quality Training Framework (AQTF) - for general information go to:
www.dest.gov.au/sectors
Australian Quality Training Framework (AQTF) - for resources and information go to:
www.dest.gov.au
Australian Quality Training Framework Standards for Registered Training Organisations,
Australian National Training Authority, Melbourne, 2005. Available in hard copy from State
and Territory Training Authorities or can be downloaded from www.dest.gov.au
TAA04 Training and Assessment Training Package. This is available from the Innovation and
Business Skills Australia (IBSA) Industry Skills Council and can be viewed, and components
downloaded, from the National Training Information Service (NTIS). National Training
Information Service, an electronic database providing comprehensive information about
RTOs, Training Packages and accredited courses - www.ntis.gov.auStyle Guide for Training
Package Support Materials, Australian National Training Authority, Melbourne, 2003. Can be
downloaded from the ANTA page at www.dest.gov.au

Assessment Resources
Training Package Assessment Guides - a range of resources to assist RTOs in developing
Training Package assessment materials developed by DEST with funding from the
Department of Education, Training and Youth Affairs. It is made up of 10 separate titles, as
described at the ANTA publications page of www.dest.gov.au. Go to
www.resourcegenerator.gov.au/loadpage.asp?TPAG.htm
Printed and/or CD ROM versions of the Guides can be purchased from Australian Training
Products (ATP). The resource includes the following guides:
1 Training Package Assessment Materials Kit
2 Assessing Competencies in Higher Qualifications
3 Recognition Resource
4 Kit to Support Assessor Training
5 Candidates Kit: Guide to Assessment in New Apprenticeships
6 Assessment Approaches for Small Workplaces
7 Assessment Using Partnership Arrangements
8 Strategies for ensuring Consistency in Assessment
9 Networking for Assessors
10 Quality Assurance Guide for Assessment
An additional guide "Delivery and Assessment Strategies" has been developed to
complement these resources.

Assessment Tool Design and Conducting Assessment

VETASSESS & Western Australian Department of Training and Employment 2000, Designing
Tests - Guidelines for designing knowledge based tests for Training Packages. Vocational

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Assessment Guidelines

Education and Assessment Centre 1997, Designing Workplace Assessment Tools, A

self-directed learning program, NSW TAFE.
Manufacturing Learning Australia 2000, Assessment Solutions, Australian Training Products,
Melbourne.
Rumsey, David 1994, Assessment practical guide, Australian Government Publishing Service,
Canberra.

Assessor Training
Australian Committee on Training Curriculum (ACTRAC) 1994, Assessor training program -
learning materials, Australian Training Products, Melbourne.
Australian National Training Authority, A Guide for Professional Development, ANTA,
Brisbane.
Australian Training Products Ltd Assessment and Workplace Training, Training Package -
Toolbox, ATPL Melbourne.
Green, M, et al. 1997, Key competencies professional development Package, Department for
Education and Children's Services, South Australia.
Victorian TAFE Association 2000, The professional development CD: A learning tool, VTA,
Melbourne.

Assessment System Design and Management

Office of Training and Further Education 1998, Demonstrating best practice in VET project -
assessment systems and processes, OTFE Victoria.
Toop, L., Gibb, J. & Worsnop, P. Assessment system designs, Australian Government
Publishing Service, Canberra.
Western Australia Department of Training and VETASSESS 1998, Kit for Skills Recognition
Organisations, WADOT, Perth.

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DRTNHB50A Manage business operations

DRTNHB50A Manage business operations

Unit Descriptor This unit is relevant to senior managers or an owner of a small
business.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information: This is a core unit.
• Units replaced: DRTNH20A
• Links to other units: None
• Links outside this Training Package: None

Unit Sector Non-hydrocarbon

ELEMENT PERFORMANCE CRITERIA

1. Evaluate a business 1.1 Actively pursue sources of information about a business

opportunity. opportunity in line with business interests and values.
1.2 Evaluate the new business opportunity against current
business involvement to identify overlaps, compatibilities
and clashes.

2. Prepare business plans 2.1 Develop the business plan on the basis of information
and budgets. obtained through research into customer needs, resource
requirements and business viability.
2.2 Identify sales strategies to optimise market exposure and
profitability through the business plan.
2.3 Develop plans and budgets to achieve the organisation's
goals and strategies and to meet client needs.
2.4 Ensure plans contain a clear statement of priorities and
schedules.
2.5 Communicate the business plan clearly to relevant
stakeholders and staff to ensure their understanding and
support.
2.6 Identify resource implications of the plans and devise
strategies for their acquisition and use.
2.7 Establish pricing systems consistent with organisation's
requirements.
3. Implement operational 3.1 Carry out the provision of goods/services in accordance
strategies. with established technical, legal and ethical standards.
3.2 Establish systems to control expenditure, wastage, stock
and costs in accordance with the business plan.
3.3 Develop quality procedures to address product/service
and client requirements.
3.4 Identify business relationships with external sources and
negotiate a range of acceptable outcomes
3.5 Undertake research and/or development of new
technology to improve business opportunities.

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DRTNHB50A Manage business operations

4. Implement and monitor 4.1 Use the organisation's systems and technology to monitor
continuous improvement progress and to identify ways in which planning and
systems and processes. operations could be improved.
4.2 Investigate performance deviations and analyse to
establish causes and implement changes in procedures.
4.3 Change operational policies and procedures to
incorporate corrective action taken.
4.4 Communicate the organisation's continuous improvement
processes to individuals/teams.
4.5 Inform individuals/teams, where appropriate, of savings
and productivity improvements in achieving the business
plan.
5. Manage finances. 5.1 Calculate the financial requirements to establish, profitably
operate and extend the business.
5.2 Identify the capital, profitability and cash flow requirements
to enable the business to operate according to plan.
5.3 Make adequate financial provision for taxation,
superannuation and accruing staff leave.
5.4 Establish and maintain essential books and records to
ensure ongoing accessibility of financial records.
5.5 Conduct financial and statutory reporting in accordance
with legal and administrative requirements.
5.6 Prepare cash flow estimates for each forward period.
5.7 Take appropriate action to ensure the achievement of
profit and return on investment targets.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Underpinning knowledge and skills:
• Legal rights and responsibilities
• All relevant statutory and regulatory requirements which affect a small business
• Inspection/research techniques for collection of data
• Analysis and problem solving techniques
• Contractual rights and responsibilities
• Planning and control systems (sales, advertising and promotion, logistics)
• Record keeping systems
• Communication systems, processes and procedures

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DRTNHB50A Manage business operations

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Management must comply • Environmental - noise/air/water

with statutory/legal • Zonings
requirements which may • Boundaries
include: • Rehabilitation
• Contamination
• Mineral resources/water authorities or appropriate body

Business plans may • Long term plans

include: • Short term plans
• Strategic plans
• Marketing plans

The comprehensiveness • Proposed size and scale of business

and extent of detailed • Market focus of the business
documentation in the • Need to raise finance, and requirements of lenders
business plan will depend • Level of risk involved
on a range of factors,
which may include:

External sources of funds • Banks

may include: • Accountants
• Legal representatives
• Sub-contractors
• Suppliers of services
• Suppliers of capital equipment
• Government departments

Costs may include: • Operational

• Capital
• Ownership
• Consumables
• Total unit

Operational factors may • Business premises (size, location, layout)

include: • Plant and equipment
• Physical and natural resources (e.g. land, fences, water
supply)
• Methods/techniques/technology
• Management and administrative systems and procedures
• Computing facilities

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DRTNHB50A Manage business operations

Numerical calculations • Basic arithmetical calculations - addition, subtraction,

required for managing a multiplication, division
business may include: • Place value for whole numbers and decimals
• Percentages
• Estimation (e.g. quantities/resources/time)
• Interpretation of statistical diagrams, including tables,
charts and graphs

Calculations may be made by calculator or software

applications

Financial books and • Job costing

records may include: • Quotations
• Income and expenditure records
• Petty cash book
• Taxation
• Wages/salaries books
• Files of paid purchase and service invoices
• Insurance
• Time sheets
• Bank account records
• Credit card transaction records

Records may be paper-based or computerised

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of • Demonstrates effectiveness of documented business

evidence to be considered plan, market research, operational plan, financial
strategies/reports
• Achieves business and performance plans
• Maintains a profit/productivity focus in managing
resources
• Records information, and reports to designated
individuals/groups within established accountability
requirements
• Adapts to new situations using appropriate strategies
(e.g. innovation, persistence, resourcefulness and
contingency planning)

Interdependent Co-assessment may occur with other relevant units.

assessment of units

Resource implications The delivery and assessment of this unit will require access to
data and systems such as would be available in the typical
manager's workplace in the drilling industry.

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DRTNHB50A Manage business operations

Consistency in Evidence should be available that these competencies can be

performance performed consistently. In particular there should be evidence
that business operations can be managed under a range of
typical conditions.

Context of assessment Ideally assessment will use workplace-generated evidence as

the primary evidence of competency. This should be
supplemented by targeted questioning to confirm the
underpinning knowledge.
Where this is not practical, this unit may also be assessed by
use of projects and other appropriate mechanisms which
simulate a workplace environment.

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DRTNHB51A Manage human resources

DRTNHB51A Manage human resources

Unit Descriptor This unit is relevant to senior managers or an owner of a small
business.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information: This is a core unit.
• Units replaced: DRTNH21A
• Links to other units: None
• Links outside this Training Package: None

Unit Sector Non-hydrocarbon

ELEMENT PERFORMANCE CRITERIA

1. Develop human resource 1.1 Develop an appropriate organisational structure for the
strategies. business to ensure all functions are fulfilled.
1.2 Determine human resource requirements to perform tasks
and specify in terms of number of staff, time commitment
and competencies required.
1.3 Identify existing skills/competencies of self and staff and
compare with requirements to identify any gaps.
1.4 Schedule tasks systematically and efficiently to optimise
utilisation of available human resources.
1.5 Structure communication channels effectivly.
1.6 Select systems for recording staff data to provide timely
and accurate information.
1.7 Put industrial agreements in place in accordance with
current workplace and industrial requirements.
1.8 Develop strategies for providing formal warnings and for
terminating employees which conform to legislative
requirements.

2. Implement human 2.1 Manage work responsibilities so that available staff

resource strategies. resources balance the functions and responsibilities
required by business.
2.2 Communicate objectives, responsibilities and performance
measures to each employee and obtain their agreement
(written if appropriate) to ensure expectations are
understood.
2.3 Recognise/reward effective staff contributions to the
business.
2.4 Perform recruitment, promotion and termination functions
ethically and in accordance with legal requirements.
2.5 Manage complex IR problems or refer to appropriate
authorities.

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DRTNHB51A Manage human resources

3. Provides leadership in the 3.1 Serve as positive role model for others through high
workplace. standards of performance.
3.2 Performance meets the organisation's requirements.
3.3 Develop performance plans and implement in accordance
with the organisation's goals and objectives.
3.4 Influence individuals and drilling crews in a positive
manner.
4. Organise and manage 4.1 Establish and maintain effective working relationships in
team performance. the workplace through provision of appropriate leadership,
support, communication and feedback.
4.2 Encourage and develop team work.
4.3 Define individual and team responsibilities and levels of
authority clearly to enhance clear communication and
understanding of performance expectations.
4.4 Review the performance of individuals and teams
regularly in terms of agreed performance measures.
4.5 Establish strategies to create a learning environment in
which the team members share their expertise and
experiences.
4.6 Encourage employees to extend or develop relevant
competencies by taking opportunities for training.
4.7 Maximise benefits to personal and business performance
through effectively managing diversity of employees.
5. Access and share 5.1 Make legislation, standards and the organisation's policies
legislation codes and and practices relevant to the creation and maintenance of
standards. a safe workplace and environment available to
individuals/teams.
5.2 Make arrangements to provide information in a language,
style and format which is understood by colleagues.
5.3 Ensure individuals/teams know their legal responsibility for
maintaining a safe workplace and environment.
5.4 Ensure the implications of an unsafe workplace and
environment are clear to all within the workplace.
6. Establish and maintain the 6.1 Identify occupational health and safety/environmental
organisation's training needs accurately.
occupational health and 6.2 Develop and implement an occupational health and
safety/ environmental safety/environmental training program to identify and fulfil
training program. employees' training needs as part of the organisation's
general training program.
6.3 Make arrangements for fulfilling identified occupational
health and safety/environmental training needs in both on
and off-the-job training programs in consultation with
relevant parties.
6.4 Comply with occupational health and safety/environmental
regulatory requirements regarding training.

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DRTNHB51A Manage human resources

7. Establish and maintain a 7.1 Complete occupational health and safety/environmental

system for maintaining records for work area accurately and legibly and maintain
occupational health and in accordance with workplace and legal requirements.
safety/environmental 7.2 Use aggregate information from the area's occupational
records. health and safety/environmental records to identify
hazards and monitor risk treatment procedures according
to organisational procedures.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Underpinning knowledge and skills:
• Legal rights and responsibilities
• All relevant statutory and regulatory requirements which affect a small business
• Safety legislation, standards and procedures
• Inspection/research techniques for collection of data
• Analysis and problem solving techniques
• Record keeping systems
• Communication systems, processes and procedures
• Alternative leadership styles (e.g. role model, consensus, authoritarian)
• Legal and regulatory aspects of employing or contracting human resources

RANGE STATEMENT

Human resource requirements of a small business may be met through engaging full-time, or part time
staff on a permanent, temporary or casual basis. Human resources may involve self only and may
include family and/or friends whose services are employed in the business.
Small businesses may include as few as one to five employees. Human resource requirements for
such small businesses follow the same principles, but may require a less complex approach to
management.

Numerical calculations • Percentages

required for managing a • Estimation (e.g. quantities/resources/time)
business may include: • Interpretation of statistical diagrams, including tables,
charts, and graphs

Calculations may be made by calculator

Appropriate records may • Job/position descriptions

include: • Employee records
• Records of taxation and superannuation payments made
• Occupational health and safety reports, minutes of
meetings
• Environmental reports
• Occupational injury and disease
• Risk treatment procedures
• Relevant awards and/or industrial agreements
• Records of induction and training

Records may be paper-based or computerised

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DRTNHB51A Manage human resources

Monitoring of tasks and • Review of written reports performance appraisal

systems may include: • Auditing procedures
• Occupational health and safety/environmental systems
and processes
• Evacuation procedures
• General duty of care requirements
• Provision of consultation and training

Performance measures • Performance of key people

may include: • Overall productivity of employees
• Employee morale
• Work satisfaction
• Ratio of direct workers to those who support, supervise or
manage them
• Ratio of sales dollars per employee

Managing diversity • valuing and utilising the different skills, backgrounds and
involves: capabilities of self and employees. It includes developing
strategies to encourage and enable their effective
integration into the business.
• Occupational health and safety involves application and
management of relevant occupational health and safety
legislation and codes of practice, particularly general duty
of care requirements for the maintenance of records of
occupational injury and disease, and provision of
information and training.

Occupational Health and • Providing a safe working environment

Safety policies and • Identifying and assessing workplace hazards and risks
procedures may include: • Controlling hazards and risks
• Providing adequate information and supervision
• Establishing a process for consultation as set out in
legislation
• Establishing an Occupational Health and
Safety/environmental training program
• Maintaining a system for Occupational Health and
Safety/environmental records
• Promoting, maintaining and improving the system

Documents to be read may • Occupational Health and Safety/Environmental legislation

include: • Organisation's policies and procedures
• Risk assessment procedures
• Budgets
• Financial projections

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DRTNHB51A Manage human resources

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of • Demonstrates a detailed knowledge of key people

evidence to be considered management concepts and practices
• Uses effective consultative processes with colleagues to
achieve results
• Follows appropriate legal and statutory requirements and
reporting obligations
• Manages the occupational health and
safety/environmental systems and processes effectively
• Develops/promotes a safety conscious culture in the
workplace
• Adapts to new situations using appropriate strategies
(e.g. innovation, persistence, resourcefulness, and
contingency planning)

Interdependent Co-assessment may occur with other relevant units.

assessment of units

Resource implications The delivery and assessment of this unit will require access to
data and systems such as would be available in the typical
manager's workplace in the drilling industry.

Consistency in Evidence should be available that these competencies can be

performance performed consistently. In particular there should be evidence
that human resources can be managed under a range of
typical conditions.

Context of assessment Ideally assessment will use workplace-generated evidence as

the primary evidence of competency. This should be
supplemented by targeted questioning to confirm the
underpinning knowledge.
Where this is not practical, this unit may also be assessed by
use of projects, workplace based assignments and other
appropriate mechanisms which simulate a workplace
environment.

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DRTNHB52A Manage client services

DRTNHB52A Manage client services

Unit Descriptor This unit is relevant to senior managers or an owner of a small
business.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information: This is a core unit.
• Units replaced: DRTNH22A
• Links to other units: None
• Links outside this Training Package: None

Unit Sector Non-hydrocarbon

ELEMENT PERFORMANCE CRITERIA

1. Plan to meet client 1.1 Research, understand and assess the needs of clients
requirements. and include in the planning process.
1.2 Make provision in plans to achieve quality, time and cost
specifications negotiated with clients.
1.3 Maintain effective communication links and consultative
processes with clients.

2. Identify opportunities for 2.1 Identify existing and/or potential customer base as a guide
product and service to establishing demand.
enhancement. 2.2 Identify service opportunities and promote to potential
clients.
2.3 Determine client requirements and preferences in relation
to services to be supplied as a basis for the marketing
strategy.
2.4 Implement systems to receive, respond to and address
client reactions.
2.5 Implement marketing strategies aimed at improving the
business' competitive position.
3. Explore opportunities to 3.1 Deliver products and services to client satisfaction within
improve client satisfaction. quality, time, cost and resource parameters.
3.2 Maintain quality of products and services by establishing
client feedback mechanisms.
3.3 Discuss problems and resolve where possible through
agreed and accepted processes.
3.4 Investigate client complaints promptly and regard as an
opportunity to improve service and act upon accordingly.

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DRTNHB52A Manage client services

4. Monitor marketing 4.1 Monitor achievement of performance targets regularly in

performance accordance with the marketing plan.
4.2 Investigate causes of any serious performance deviations
and take corrective action.
4.3 Monitor and optimise production operations.
4.4 Use resources effectively and efficiently to provide a
quality service to clients.
4.5 Plan and introduce strategies which support the
establishment of long term relationships with clients.
4.6 Adjust product and service delivery promptly and
decisively to satisfy client and organisation requirements.
4.7 Manage records, reports and recommendations within the
organisation's system and processes.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Underpinning knowledge and skills:
• Legal rights and responsibilities
• Inspection/research techniques for collection of data
• Analysis and problem solving techniques
• Contractual rights and responsibilities
• Planning and control systems (sales, advertising and promotion, logistics)
• Key marketing concepts and methods
• Methods of monitoring client satisfaction
• Record keeping systems
• Communication systems, processes and procedures

RANGE STATEMENT

Clients may be drawn from existing or new sources

Client services are • Consumer protection legislation

provided within • Enterprise/client relations, policy and procedures
requirements established
by:

Various marketing • Achieving lower costs through greater efficiency than

strategies may include: competitors
• Pursuing cost leadership with a specialist market
• Promotion and advertising

Client satisfaction data • Survey/other feedback mechanisms

may be obtained through: • Informal discussion
• Client meetings

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Numerical calculations • Basic arithmetical calculations - addition, subtraction,

required may include: multiplication, division
• Place value for whole numbers and decimals
• Percentages
• Estimation (e.g. quantities/resources/time)
• Interpretation of statistical diagrams, including tables,
charts and graphs

Calculations may be made by calculator

Resources may include: • People

• Finance
• Information
• Equipment
• Power/energy
• Time
• Buildings/facilities
• Technology
• Computer software

Records may be paper-based or computerised

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of • Satisfies client needs for products and services within
evidence to be considered quality, time and cost parameters
• Uses effective consultative processes to achieve results
• Maintains effective communication with clients
• Manages services within budget constraints
• Monitors/introduces ways to improve services
• Seeks client feedback and acts on constructive advice
• Adapts to new situations using appropriate strategies
(e.g. innovation, persistence, resourcefulness, and
contingency planning)
• Uses legislation, codes and national standards relevant to
the workplace

Interdependent Co-assessment may occur with other relevant units.

assessment of units

Resource implications The delivery and assessment of this unit will require access to
data and systems such as would be available in the typical
manager's workplace in the drilling industry.

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DRTNHB52A Manage client services

Consistency in Evidence should be available that these competencies can be

performance performed consistently. In particular there should be evidence
that business operations can be managed under a range of
typical conditions.

Context of assessment Ideally assessment will use workplace-generated evidence as

the primary evidence of competency. This should be
supplemented by targeted questioning to confirm the
underpinning knowledge.
Where this is not practical, this unit may also be assessed by
use of projects, workplace based assignments and other
appropriate mechanisms which simulate a workplace
environment.

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DRTNHB53A Manage non-routine, complex situations

DRTNHB53A Manage non-routine, complex situations

Unit Descriptor This unit is relevant to senior managers or an owner of a small
business.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information: This is a core unit.
• Units replaced: DRTNH23A
• Links to other units: None
• Links outside this Training Package: None

Unit Sector Non-hydrocarbon

ELEMENT PERFORMANCE CRITERIA

1. Collect and analyse 1.1 Anticipate problems by constantly monitoring and

information. analysing all available information.
1.2 Assess information for relevance and applicability.
1.3 Assess other sources of information to assist in problem
solving, if available and if required

2. Manage non-routine, 2.1 Apply a depth and breadth of knowledge and experience
complex operations/ to manage all operations/procedures.
procedures. 2.2 Take creative and responsive approaches to resource
management to appropriately meet requirements of the
operation/procedure.
2.3 Take responsibility for decision making processes on the
job.
2.4 Take appropriate and timely actions in response to
unusual or changing situations.
2.5 Adapt behaviour to the needs of the situation to achieve
planned outputs and outcomes
3. Manage emerging 3.1 Take opportunities to make adjustments in response to
challenges and changing needs of clients and the organisation.
opportunities. 3.2 Help individuals and teams to handle change efficiently
and effectively.
3.3 Respond to new situations promptly by identifying critical
information/issues and developing appropriate strategies.
4. Develop creative and 4.1 Identify and analyse alternative approaches to managing
flexible approaches and workplace issues and problems.
solutions. 4.2 Determine a range of possible solutions from extensive
knowledge and experience.
4.3 Analyse problems for any long term impact and assess
potential solutions.
4.4 Assess risks and take action to achieve a recognised
benefit or advantage to the organisation.
4.5 Monitor effectiveness of action.
4.6 Manage the workplace in a way which promotes the
development of innovative approaches and outcomes.

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DRTNHB53A Manage non-routine, complex situations

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Underpinning knowledge and skills:
• Communication systems, processes and procedures
• High level mathematical skills
• Problem solving techniques and decision making
• Extensive operational knowledge
• Legislation, codes and national standards relevant to the workplace
• Organisation's goals, objectives, plans, systems and processes
• Operational factors relating to business
• Control systems
• Methods of monitoring performance
• Records systems

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Managers will normally be • Are autonomous, maybe working under broad guidance
engaged in a workplace • May supervise others
context in which they: • May guide teams
• May have responsibility for planning and managing the
work of others
• Will be involved in self directed application of knowledge
• Have a substantial depth of knowledge and skills in a
range of roles and functions
• Operate in varied or highly specific contexts
• Have technical knowledge

Managers normally • Goals, objectives, plans, systems and processes

operate in diverse and • Business and performance plans
complex workplace • Quality and continuous improvement processes and
environments in which standards
they use: • Resources

Non-routine and complex • Emergency response

situations may include: • Conflict resolution
• Industrial relations issues
• Effects of legal ramifications of incidents (e.g. accident)
• Effects of complex technical problems

A range of learning • Mentoring

opportunities may be used, • Coaching
for example: • Structured training programs
• Distance learning

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DRTNHB53A Manage non-routine, complex situations

Resources may include: • People

• Finance
• Equipment
• Power/energy
• Buildings/facilities
• Technology
• Information
• Time
• Reports and records management systems

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that the individual has the ability to apply the
evidence to be considered following skills to more difficult situations than experienced in
lower level competency applications:
• Problem solving and decision making techniques
• Ability to prepare reports on complex data within specified
time frames
• Ability to respond effectively to challenging situations as
they arise
• Ability to develop appropriate strategies and plans
• High level mathematical skills
• Use of effective consultation processes
• The ability to transfer the competency to changing
circumstances
• The use of legislation, codes and national standards
relevant to the workplace

Interdependent Co-assessment may occur with other relevant units.

assessment of units

Resource implications The delivery and assessment of this unit will require access to
data and systems such as would be available in the typical
manager's workplace in the drilling industry.
Where assessment is not to be totally based on workplace
evidence, there will need to be a data base of complex
situations which have occurred in the drilling industry around
the world from which realistic assessment scenarios can be
developed.

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DRTNHB53A Manage non-routine, complex situations

Consistency in Evidence should be available that these competencies can be

performance performed consistently. In particular there should be evidence
that a range of non-routine, complex situations can be
managed.
Part of this evidence should be obtained by an analysis of the
approach taken to any individual non-routine complex situation.

Context of assessment Ideally assessment will use workplace-generated evidence as

the primary evidence of competency. This should be
supplemented by targeted questioning to confirm the
underpinning knowledge.
Where this is not practical, this unit may also be assessed by
use of projects and other appropriate mechanisms, which
simulate a workplace environment. These projects should be
based on past examples of appropriate non-routine complex
situations and may either be taken directly from one or more of
these examples (where they are unknown to the assessee) or
adapted from such examples.

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DRTOG01B Assist with the health and safety of the working environment

DRTOG01B Assist with the health and safety of the

working environment
Unit Descriptor This unit covers the assistance with the health and safety of the
working environment by a leasehand/roustabout.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON01A, DRTOGOF01

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Conform to legislative and 1.1 Conform to safe working practices and current legislative
general health and safety and operational requirements.
requirements. 1.2 Select and use relevant personal protective equipment in
accordance with current legislative and operational
requirements.
1.3 Use safety equipment as required by legislative and
operational requirements.
1.4 Adhere to agreed procedures regarding personal health
and safety and the health and safety of others.
1.5 Follow agreed procedures in the event of fire, accident
and other emergency.
1.6 Adhere to organisational requirements regarding conduct
in the workplace.
1.7 Report all incidents in line with enterprise requirements.

2. Monitor and maintain 2.1 Control discharges from the area within the functional
pollution control responsibility to be within prescribed limits.
measures. 2.2 Identify and report unplanned discharges according to
operational requirements.
2.3 Select and use relevant personal protective equipment in
accordance with current legislative and operational
requirements.
2.4 Adhere to agreed procedures as required by legislative
requirements and working practices.
2.5 Identify materials for disposal accurately, and comply with
disposal procedures.
2.6 Report all incidents.

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DRTOG01B Assist with the health and safety of the working environment

3. Monitor and maintain the 3.1 Maintain area within functional responsibility clean and
health and safety of the free of hazards.
individual, other workers 3.2 Check required safety equipment and machine guards are
and visitors. safely and securely in position and used.
3.3 Identify and report unsafe equipment and dangerous
occurrences according to operational requirements.
3.4 Select and use relevant personal protective equipment in
accordance with current legislative and operational
requirements.
3.5 Handle materials safely in accordance with legislative and
operational requirements.
3.6 Handle, operate and store tools and equipment safely and
securely.
3.7 Comply with storage requirements for incompatible
substances.
3.8 Report incidents/accidents in accordance with
site/company procedures.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Use and care of personal protective equipment
• Apply safe lifting and handling techniques
• Implement workplace reporting procedures
• Source interpret and apply safety information (e.g. MSDS sheets)

Required knowledge:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Evacuation and fire procedures
• Workplace safety policy
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management
• Safe working practices for heights
• Safe work practices (e.g. working over water, onshore/offshore technology)
• Housekeeping/fire prevention procedures
• Confined space and tank entry
• Permit to work
• Job skills analysis and hazard identification
• Hazardous materials/chemical handling
• Chain of command and responsibilities

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DRTOG01B Assist with the health and safety of the working environment

RANGE STATEMENT

This unit covers the role of an onshore leasehand/offshore roustabout in contributing to the health and
safety of the working environment.

Briefings/handover details • Toolbox safety meeting

may include: • Task specific - Job Safety Analysis (JSA)
• Pre-tour safety meeting
• Safety briefing/induction
• Weekly safety meetings
• Agreed procedures may include but are not limited to-
• company
• facility
• client
• Permit to work

Statutory adherence may • State Occupational Health and Safety Acts and
include: Regulations
• Codes of practice
• Commonwealth Legislation
• Australian Standards
• (PSLA) Petroleum Submerged Lands Act (where
relevant)
• Duty of care
• Petroleum regulations

Communications may • Two-way radio

include: • Intercom
• Telephone
• Hand signals
• Public address system
• Written work instructions

Written tasks may include: • Note taking for-

• pre-tour safety meetings
• weekly safety meetings
• stop for safety meetings

Reading material may • Job Safety Analysis (JSA)

include: • Safety/FirstAid manuals
• Chemical labels

Weather conditions may • Extreme heat

include: • Extreme cold
• Wet weather - muddy/slippery conditions
• Dust storms
• High winds/cyclone
• Day/night
• 24 hour operation

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DRTOG01B Assist with the health and safety of the working environment

Pollution control measures • Spills

relate to: • Leaks

Safety equipment includes: • Fire protection

• First Aid
• Survival

Discharges may include: • Liquids

• Gases
• Solids

Materials may include: • Flammable

• Toxic
• Corrosive
• Explosive
• Radioactive

Personal protective • Eye protection

equipment may include: • Hearing protection
• Gloves
• Footwear
• Hard hats
• Respirators

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration toxic substances (e.g. H 2S)
• Continuous communication maintained
• Reacting to on-site emergencies

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Work as part of a team
• Work independently with some supervision
• Follow direction and work in a safe manner
• Emergency duties/procedures
• Safety rules and procedures
• Permit to work system
• Housekeeping
• Fire prevention

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DRTOG01B Assist with the health and safety of the working environment

Interdependent Literacy and numeracy initially to assess ability of employee to

assessment of units complete training levels:
• DRTOG02B Assist in maintaining rig safety and
emergency procedures
• DRTOG03B Assist in establishing and maintaining
effective working relationships
• DRTOG04B Carry out equipment and basic rig
maintenance

and as relevant:
• DRTOGON06B Carry out rig lease operations
• DRTOGON07B Move loads
• DRTOGOF05A Carry out deck operations
• DRTOGOF06A Handle and store cargo
• DRTOGOF07A Assist in the transfer of passengers and
freight during helicopter operations

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOG02B Assist in maintaining rig safety and emergency procedures

DRTOG02B Assist in maintaining rig safety and

emergency procedures
Unit Descriptor This unit covers the assistance provided to control emergencies, critical
situations and the maintenance of rig safety by a leasehand/roustabout.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON02A, DRTOGON03A,
DRTOGOF02A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Assist with the control of 1.1 Conform to safe working practices and current legislative
critical situations. and operational requirements.
1.2 Identify developing, emerging and existing critical
situations and take actions appropriate to the situation.
1.3 Report any hazards/potential hazards observed
immediately.
1.4 Activate relevant alarms in accordance with operational
requirements.
1.5 Take actions to control and alleviate the situation in
accordance with operational and legislative requirements.
1.6 Monitor the situation and take relevant actions to minimise
risks to personnel, environment, process, plant and
equipment.
1.7 Maintain reporting requirements in the event of a critical
situation in accordance with safety management systems.

2. Assist in securing rig for 2.1 Identify, analyse, clarify and confirm communication
cyclones, rig moves or requirement and act on in accordance with company
emergencies, as directed. policies and procedures.
2.2 Access, interpret, apply and maintain communication and
information systems in a current and accurate state.
3. Participate in fire drills. 3.1 Recognise, activate and comply with fire alarm signals.
3.2 Obtain and wear emergency personal protection
equipment (including breathing apparatus and fearnought
suit) as appropriate.
3.3 Operate fire fighting equipment (portable extinguishers
and fire hoses and nozzles) according to manufacturer's
and site procedures.
3.4 Identify and comply with fire team responsibilities and
assigned fire station.
3.5 Apply boundary cooling procedures and emergency
ventilation shutdown procedures.
3.6 Follow emergency muster and evacuation procedures if
required.

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DRTOG02B Assist in maintaining rig safety and emergency procedures

4. Demonstrate safe working 4.1 Obtain and wear personal protective equipment,
procedures. appropriate to task.
4.2 Set and pull manual slips correctly.
4.3 Operate make-up and break-out manual tongs correctly.
4.4 Move drill floor drilling tools and equipment in accordance
with company and statutory safe operating procedures.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Set and pull manual slips
• Operate manual make-up tongs
• Operate manual break-out tongs
• Operate portable extinguishing equipment
• Move drills, tools and equipment around drill floor
• Wear correct protective clothing for the execution of duties and tasks
• Assist in the risk assessment of a manual handling task
• Demonstrate correct manual handling technique
• Correctly apply and use the permit to work and lock out procedure
• Act as chairman of safety meeting
• Report regularly to derrickman on equipment condition
• Activate alarms
• Make announcement on the public address system (PA)
• Proceed to muster point
• Don emergency gear (e.g. fire suit, life jacket)
• Operate specific pieces of fire fighting, life saving and emergency equipment
• Follow instructions
• Determine wind direction
• Assist carrying injured person in stretcher

Required knowledge:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Emergency procedures
• Permit to work system
• BOP, gas and fire alarm signals
• Assigned fire station
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management
• Rig emergency procedures as per station drill
• Emergency duties
• Location of alarm stations
• Identify alarm signals
• Life raft launching procedure (where appropriate)
• Fire team procedures
• Fire, emergency and lifesaving equipment appropriate to the incident
• Survival craft boarding procedures (where appropriate)
• Location of muster points
• Means of evacuation

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DRTOG02B Assist in maintaining rig safety and emergency procedures

RANGE STATEMENT

This unit covers the role of a leasehand/roustabout in maintaining rig safety and in contributing to the
control of emergencies and critical situations.

Briefings/handover details • Toolbox safety meeting

may include: • Task specific - Job Safety Analysis (JSA)
• Pre-tour safety meeting
• Post drill critique
• Safety briefing/induction
• Weekly safety meetings
• Agreed procedures may include but are not limited to-
• company
• facility
• client
• Permit to work
• Work inspection
• Location of potential hazards
• PTW system

Statutory adherence may • State Occupational Health and Safety Acts and
include: Regulations
• Codes of practice
• Commonwealth Legislation
• Australian Standards
• (PSLA) Petroleum Submerged Lands Act (as relevant)
• Duty of care
• Environmental
• Station Bill (international requirement)
• Petroleum regulations

Personal protective • Safety helmet

equipment may include: • Safety footwear
• Safety glasses
• Gloves
• Riding belt
• Safety belt
• Life vest
• Safety goggles
• H 2S equipment
• Respirators

Communications may • Two-way radio

include: • Intercom
• Telephone
• Hand signals
• Special signals for use with lifeline
• Public address system
• Written work instructions

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Weather conditions may • Extreme heat

include: • Extreme cold
• Wet weather - muddy conditions
• Dust storms
• High winds/cyclone
• Day/night

Alarms may include: • Audible

• Warning gestures
• Oral warnings
• Fixed system specific to installation

Critical /emergency • Operational difficulties, equipment/systems failure

situations may include: • Extreme weather, poor visibility
• Equipment failure
• Leaks
• Kicks
• Gas and collision
• Escape and evacuation
• Man-overboard (where relevant)
• Helicopter emergency
• Oil
• General emergency
• Communications failure
• Blocked escape routes
• Loss of chain of command
• Loss of structural integrity
• Loss of stability
• Vessel movement (where relevant)
• Fire/smoke/explosions
• Injured personnel
• Well control

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of toxic substances (e.g. H 2S)
• Continuous communication maintained
• Reacting to on-site emergencies
• Risk assessment/Job Safety Analysis (JSA)

Information formats may • Oral

include: • Telephone
• Public address system
• Radio
• Hand signals

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DRTOG02B Assist in maintaining rig safety and emergency procedures

Reporting/records • Oral
requirements may include: • Written
• Hazard observation reports
• Rig safety audits

Safety management • Organisational

systems may include: • Installation

Relevant actions taken to • Make safe

control and alleviate critical • Isolate
situations may include: • Shutdown
• Evacuate work area
• Report
• Record
• Contain
• Rectify
• Proceed to muster point
• Follow instructions
• Prevent escalation
• Make safe

Critical aspects may • Initiate alarms

include: • Identify alarm signals
• Proceed to correct muster station
• Act as fire/emergency team member
• Follow instructions

Reading materials may • Job Safety Analysis (JSA)

include: • Manufacturers' instructions
• Training materials
• Emergency response bulletins

Safety equipment includes: • Fire protection

• First Aid
• Survival

Spillages may be: • Flammable

• Toxic
• Pollution

Discharges may include: • Liquids

• Gases
• Solids

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DRTOG02B Assist in maintaining rig safety and emergency procedures

Materials may include: • Flammable

• Toxic
• Corrosive
• Explosive
• Radioactive

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Rig emergency procedures
• Rig layout and muster points
• Alarm systems
• Evacuation procedures
• Working practices
• Information format
• Relevant actions
• Critical situations

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG01B Assist with the health and safety of the
working environment
• DRTOG03B Assist in establishing and maintaining
effective working relationships
• DRTOG04B Carry out equipment and basic rig
maintenance

and as relevant:
• DRTOGON06B Carry out rig lease operations
• DRTOGON07B Move loads
• DRTOGOF05B Carry out deck operations
• DRTOGOF06B Handle and store cargo
• DRTOGOF07B Contribute to the transfer of passengers
and freight during helicopter operations

Context of assessment This unit will be assessed using a suitable simulation or if

appropriate on an operational rig.

Resource implications Access is required to appropriate simulations or an operational

rig.

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DRTOG02B Assist in maintaining rig safety and emergency procedures

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOG03B Assist in establishing and maintaining effective working relationships

DRTOG03B Assist in establishing and maintaining

effective working relationships
Unit Descriptor This unit covers the assistance provided in establishing and maintaining
effective working relationships by a leasehand/roustabout.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON04A, DRTOGOF03A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Establish and maintain 1.1 Treat colleagues in a manner which promotes and
effective working maintains goodwill.
relationships with 1.2 Meet reasonable requests from colleagues promptly and
colleagues. willingly.
1.3 Provide essential information relating to daily work
schedules clearly, accurately and promptly.
1.4 Offer or seek appropriate support where colleagues
appear to be in work related difficulties.
1.5 Take prompt reporting action where a breakdown in
working relationships cannot be resolved, with an
appropriate authority.

2. Establish and maintain 2.1 Give communications clearly, concisely and accurately
effective communications and deliver in a style appropriate to the workplace.
with colleagues. 2.2 Receive and act on communications promptly in
accordance with operational requirements.
2.3 Identify difficulties in interpreting communications and
seek prompt clarification.
2.4 Use language and terminology appropriate to the
workplace and the situation.
3. Establish and maintain 3.1 Greet visitors in a manner which provides goodwill in
relationships with visitors accordance with operational requirements.
to the working 3.2 Provide visitors with sufficient information to meet their
environment. identified need.
3.3 Provide information requested clearly in a manner which
facilitates understanding.
3.4 Pass on information requests outside of the functional
responsibility to an appropriate person promptly.
3.5 Ensure visitors are not endangered in any way by acts or
omissions of the individual.

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DRTOG03B Assist in establishing and maintaining effective working relationships

4. Carry out work handovers. 4.1 Record relevant information accurately and legibly in
accordance with operational requirements.
4.2 Relay/receive current operational status to/from relevant
personnel accurately and completely.
4.3 Relay operating instructions accurately and completely to
relevant personnel.
4.4 Leave work area clean and hazard free in accordance with
operational requirements.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Obtain and implement operational policies, procedures, instructions, codes of practice,
standards and schedules
• Pass on information accurately and completely and clarify information received
• Control/minimise risks of work area hazards

Required knowledge:
• Company and statutory guidelines, procedures and practices
• Workplace reporting procedures
• Permit to work system
• Emergency procedures
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management

RANGE STATEMENT

This unit covers the role of a leasehand/roustabout in establishing and maintaining effective working
relationships.

Briefings/handover details • Work inspection

may include: • Location of potential hazards
• Review of Job Safety Analysis (JSA)
• Pre-tour safety meetings
• Communication
• Safety briefing/induction
• Pre-tour safety meeting
• Weekly safety meetings
• Agreed procedures may include-
• company
• facility
• client
• Permit to work

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DRTOG03B Assist in establishing and maintaining effective working relationships

Statutory adherence may • Occupational Health and Safety Acts and Regulations
include: • Petroleum regulations
• Codes of practice
• Australian Standards
• Environmental regulations
• Company policies and procedures
• (PSLA) Petroleum Submerged Lands Act (where
relevant)
• Duty of care
• Petroleum regulations

Communications may • Two-way radio

include: • Intercom
• Telephone
• Hand signals
• Verbal
• Public address system
• Written work instructions

Weather conditions may • Sun, rain, wind, storms

include: • Hot and cold
• Calm to severe weather conditions
• 24 hour operation

Visitors include: • Approved and authorised visitors

• Third parties

Colleagues include: • Co-workers

• Supervisors
• Managers
• Other company employees
• Third parties

Information may include: • Oral

• Written
• Visual
• Safety
• Operational
• Statutory

Situations may include: • Informal meeting

• Formal meeting
• Normal work situation
• Team briefings
• Contingency situation
• Tool box meetings

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DRTOG03B Assist in establishing and maintaining effective working relationships

Work handovers may • To next shift

include: • To next job
• To next person
• From previous shift
• From previous job
• From previous person

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Briefings/handovers
• Situation
• Read, interpret and apply statutory guidelines,
procedures and practices
• Communication techniques appropriate to worksite

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG01B Assist with the health and safety of the
working environment
• DRTOG02B Assist in maintaining rig safety and
emergency procedures
• DRTOG04B Carry out equipment and basic rig
maintenance

and where appropriate:

• DRTOGON06B Carry out rig lease operations
• DRTOGON07B Move loads
• DRTOGOF05B Carry out deck operations
• DRTOGOF06B Handle and store cargo
• DRTOGOF07B Contribute to the transfer of passengers
and freight during helicopter operations

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOG04B Carry out equipment and basic rig maintenance

DRTOG04B Carry out equipment and basic rig

maintenance
Unit Descriptor This unit covers the maintenance of equipment and rig (and where
relevant hull) by a leasehand/roustabout.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON05A, DRTOGOF04A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Plan and prepare for 1.1 Conform to safe working practices and operational
operations. requirements.
1.2 Obtain operational instructions and organise the work to
be carried out accordingly.
1.3 Clarify difficulties in carrying out the instructions with the
relevant personnel.
1.4 Confirm availability and status of necessary permits to
work in accordance with operational requirements.
1.5 Confirm availability of necessary auxiliary equipment in
accordance with operational requirements.

2. Prepare and paint metal 2.1 Identify, rectify and/or record/report potential hazards.
surface. 2.2 Identify, locate and apply personal protective equipment.
2.3 Prepare surface using correct equipment.
2.4 Apply rust remover, rust converter and undercoat in
accordance with manufacturer's specifications.
2.5 Mix epoxy, paracryl or other paints in correct proportions
in accordance with manufacturer's specifications.
2.6 Mask and protect equipment against overspray, where
necessary.
2.7 Apply finishing coat using brush, roller and spray gun.
2.8 Clean equipment in accordance with site requirements.
3. Assist in maintenance of 3.1 Identify faults/potential faults and report immediately.
materials handling 3.2 Identify, record and/or report requirement for repair or
equipment. maintenance.
3.3 Perform periodical maintenance on chains blocks and
come alongs (where fitted), ensuring equipment is
corrosion free, lubricated and operating freely.
3.4 Conduct periodical examination of hooks, shackles, slings
and strops for defects, correct marking of SWL and ease
of operation.
3.5 Maintain equipment as directed and in accordance with
company and/or manufacturer's specifications.

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DRTOG04B Carry out equipment and basic rig maintenance

4. Prepare and use solvent 4.1 Use protective clothing and equipment correctly during
solutions and rig wash to handling of solvents.
clean and maintain work 4.2 Apply approved instructions and Occupational Health and
areas in non-slippery Safety requirements on the use of hazardous chemicals
condition. for cleaning.
4.3 Isolate area being washed or provide warning signs to
indicate slippery decks.
4.4 Prepare and apply solvent solutions and rig wash in
accordance with company and/or manufacturers'
specifications to maintain work areas in non-slippery
conditions.
4.5 Clean equipment correctly and stow on completion.
4.6 Clean, preserve and reassess painting equipment in
accordance with manufacturers' recommendations.

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DRTOG04B Carry out equipment and basic rig maintenance

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Report regularly to and work as directed by the driller/derrickman in a timely and efficient
manner.
• Assemble rust scaling equipment
• Fit safety pins, where applicable
• Wear appropriate protective clothing and equipment
• Apply rust treatment undercoat/final coat correctly
• Clean and preserve equipment on completion
• Conduct pre-operating checks on forklift
• Conduct periodic maintenance on chain blocks, comealongs and crane hoists
• Examine hooks, shackles, slings, straps and baskets
• Keep work area clean
• Work within the company safety guidelines, procedures and practices
• Use safe operational practices when handling equipment
• Report regularly to the crane operator on equipment condition
• Assemble surface preparation equipment correctly
• Ensure safety pins are in air hose fittings
• Wear appropriate protective clothing/equipment
• Prepare and paint surfaces
• Check, identify and report defects on rigging equipment
• Clean decks correctly
• Report immediately any malfunction or equipment failure
• Work as directed by the crane operator

Required knowledge:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Maintenance procedures
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management
• Company equipment maintenance procedures
• Surface preparation equipment
• Safety pins and air hose fittings
• Safe operating procedures and practices
• Paint types and applications
• Rust treatment
• Equipment cleaning and preservation techniques
• Chain blocks, comealongs and crane hoist maintenance procedures
• Deck cleaning procedures

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DRTOG04B Carry out equipment and basic rig maintenance

RANGE STATEMENT

This unit covers the role of a leasehand/roustabout in maintaining equipment and rig.

Briefings/handover details • Work inspections

may include: • Location of potential hazards
• Completion of maintenance records
• Colour coding for slings and ropes
• Safety briefing/induction
• Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include-
• company
• facility
• client
• Permit to work

Statutory adherence may • Safe working practices

include: • Plant and equipment regulations
• Occupational Health and Safety Acts and Regulations
• Australian Standards
• Maintenance procedures
• Policies and procedures
• (PSLA) Petroleum Submerged Lands Act (where
relevant)
• Duty of Care
• Petroleum regulations

Communications may • Two-way radio

include: • Intercom
• Verbal
• Hand signals
• Telephone
• Public address system
• Written work instructions

Data to be reviewed for • Operator's manuals

specific information may • Manufacturers' specifications for paint, rust remover, rust
include: converter
• Materials Safety Data Sheets (MSDS)
• Chemical labels

Maintenance/periodical • Crane hoists

maintenance may include: • Chains
• Blocks
• Comealongs

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DRTOG04B Carry out equipment and basic rig maintenance

Periodical maintenance • Hooks

examination may include: • Shackles
• Slicks
• Strops

Weather conditions may • Day/night

include: • Hot/cold
• Wet/dry
• Storms - dust, lightning

Personal protective • Gloves

equipment includes: • Goggles - sealed protective eyewear
• Breathing apparatus
• Hearing protection
• Correct footwear

Equipment may include: • Hand chipping and scaling equipment

• Pneumatic or electric wire buffing equipment
• Hand wire brush
• Paint and spraying compressor

Reading tasks may • Work schedules

include: • Manufacturers' instructions
• Materials Safety Data Sheets (MSDS)

Numerical tasks may • Measurement

include: • Mass
• Load dimensions
• Safety working load calculations

Surface preparation may • Pneumatic chipping and scaling equipment

include removing rust • Hand chipping and scaling equipment
using: • Pneumatic or electric wire buffing equipment
• Hand wire brush

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DRTOG04B Carry out equipment and basic rig maintenance

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Identify and select maintenance tools and equipment
• Prepare rig surfaces for painting
• Briefings/handovers
• Statutory adherence
• Communications

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG01B Assist with the health and safety of the
working environment
• DRTOG02B Assist in maintaining rig safety and
emergency procedures
• DRTOG03B Assist in establishing and maintaining
effective working relationships

and where appropriate:

• DRTOGON06B Carry out rig lease operations
• DRTOGON07B Move loads

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOG08B Contribute to the health and safety of the working environment

DRTOG08B Contribute to the health and safety of the

working environment
Unit Descriptor This unit covers the contribution to the health and safety of the working
environment by a floorman.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON08A, DRTOFOF08A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Conform to legislative and 1.1 Conform to safe working practices and current legislative
general health and safety and operational requirements.
requirements. 1.2 Select and use relevant personal protective equipment in
accordance with current legislative and operational
requirements.
1.3 Use safety equipment as required by legislative and
operational requirements.
1.4 Adhere to agreed procedures regarding personal health
and safety and the health and safety of others.
1.5 Follow agreed procedures in the event of fire, accident
and other emergency.
1.6 Adher to organisational requirements regarding conduct in
the workplace.
1.7 Report all incidents.

2. Monitor and maintain 2.1 Control discharges from the area within the functional
pollution control responsibility and within prescribed limits.
measures. 2.2 Comply with storage requirements for incompatible
substances.
2.3 Report incidents/accidents in accordance with
site/company procedures.
2.4 Identify unplanned discharges and report according to
operational requirements
2.5 Select and use relevant personal protective equipment in
accordance with current legislative and operational
requirements.
2.6 Adhere to agreed procedures as required by legislative
requirements and working practices
2.7 Identify materials for disposal accurately, and
appropriately package, label and transfer to the
responsible person for disposal.

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DRTOG08B Contribute to the health and safety of the working environment

3. Monitor and maintain the 3.1 Keep area within functional responsibility clean and free of
health and safety of the hazards.
individual, other workers 3.2 Ensure required safety equipment and machine guards
and visitors. are safely and securely in position and used.
3.3 Identify unsafe equipment and dangerous occurrences
and report according to operational requirements.
3.4 Select and use relevant personal protective equipment in
accordance with current legislative and operational
requirements.
3.5 Handle materials safely in accordance with legislative and
operational requirements.
3.6 Handle, operate and store tools and equipment safely and
securely.
3.7 Monitor health and safety and identify, rectify and report
non-conformances/incidents.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Use and care of personal protective equipment
• Apply safe lifting and handling techniques
• Implement workplace reporting procedures
• Source safety information

Required knowledge:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Evacuation and fire procedures
• Workplace safety policy
• Workplace reporting procedures
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management

RANGE STATEMENT

This unit covers the role of a floorman in contributing to the health and safety of the working
environment.

Briefings/handover details • Participate in pre-tour safety meetings

may include: • Toolbox safety meetings
• Safety briefing/induction
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include-
• company
• facility
• client
• Permit to work

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DRTOG08B Contribute to the health and safety of the working environment

Statutory adherence may • Occupational Health and Safety

include: • Duty of care
• Environment
• Australian Standards
• (PSLA) Petroleum Submerged Lands Act (where
appropriate)
• Petroleum regulations

Communications may • Two-way radio

include: • Oral instruction
• Hand signals
• Telephone
• Public address system
• Written work instructions

Written tasks may include • Pre-tour safety meetings

note taking for: • Weekly safety meetings
• Stop for safety meetings

Reading tasks may • Job Safety Analysis (JSA)

include: • Safety/FirstAid manuals
• Chemical labels

Weather conditions may • Day/night

include: • Dry/wet
• Hot/cold
• Storms - lightning, dust storms,wind

Safety equipment includes: • Fire protection

• First Aid
• Survival

Discharges may include: • Liquids

• Gases
• Solids

Materials may include: • Flammable

• Toxic
• Corrosive
• Explosive
• Radioactive

Personal protective • Eye protection

equipment may include: • Hearing protection
• Gloves
• Footwear
• Hard hats
• Respirators

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DRTOG08B Contribute to the health and safety of the working environment

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration toxic substances (e.g. H 2S)
• Continuous communication maintained
• Reacting to on-site emergencies

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Understand and comply with safety policies and
procedures
• Comply with requirements of using personal protective
equipment
• Report all occurrences and hazards
• Emergency duties and procedures
• Safety rules and procedures
• Permit to work system
• Fire prevention

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG02B Assist in maintaining rig safety and
emergency procedures
• DRTOG03B Establish and maintain effective working
relationships
• DRTOG11B Prepare and operate drilling fluid systems
• DRTOG12B Perform rig floor operations

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOG09B Contribute to the control of emergencies and critical situations

DRTOG09B Contribute to the control of emergencies and

critical situations
Unit Descriptor This unit covers the contribution to control of emergencies and critical
situations by a floorman.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON09A, and that part of
DRTOGOF09 which was common to DRTOGON09A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Contribute to the control of 1.1 Conform to safe working practices current legislative and
critical situations. operational requirements.
1.2 Identify developing, emerging and existing critical
situations and take actions appropriate to the situation.
1.3 Activate relevant alarms in accordance with operational
requirements.
1.4 Identify, interpret and apply duties of floorman and drill
floor crew in quickly and competently closing the well.
1.5 Identify, interpret and apply well kick signs.
1.6 Locate full opening safety valve, BOP and flow control
head.
1.7 Give assistance in first aid and medivac procedures as
detailed in company policy and procedure manual.
1.8 Take actions to control and alleviate the situation in
accordance with operational and legislative requirements.
1.9 Monitor the situation and take relevant actions to minimise
risks to personnel, environment, process, plant and
equipment.
1.10 Maintain reporting requirements in the event of a critical
situation in accordance with safety management systems.

2. Respond to emergencies 2.1 Conform to safe working practices and current legislative
in other areas. and operational requirements.
2.2 Identify developing, emerging and existing critical
situations and take actions appropriate to the situation.
2.3 Activate relevant alarms in accordance with operational
requirements.
2.4 Give clear, accurate information in relation to the
emergency in a suitable format for the needs of relevant
personnel.
2.5 Adhere to agreed emergency procedures in accordance
with operational requirements.
2.6 Take immediate action to make the situation safe,
minimise risks to personnel, environment, process, plant
and equipment.

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DRTOG09B Contribute to the control of emergencies and critical situations

3. Comply with rig safety 3.1 Obtain and wear personal protective equipment,
procedures. appropriate to task.
3.2 Assist as directed in hang-off procedures and securing for
severe weather in accordance with rig procedures.
3.3 Read, interpret and apply signals and safe working
procedures for operation of man riding and air hoists.
3.4 Obtain lift authorisation.
3.5 Inspect riding harness and hoist.
3.6 Read, interpret and apply signalman's duties.
3.7 Read, interpret and apply lock-out and tagging procedures
as detailed in company policy and procedural documents.
3.8 Read, interpret and apply permit to work system as
detailed in company policy and procedural documents.
3.9 Attend and participate in pit drills and safety meetings.
4. Participate in fire drills. 4.1 Recognise and comply with fire alarm signals.
4.2 Operate portable extinguishing equipment, fire hose,
nozzles and breathing apparatus in accordance with
manufacturers' and/or company procedures.
4.3 Identify and comply with fire team responsibilities.
4.4 Obtain and wear fire resistant clothing where available.
4.5 Read, interpret and apply boundary cooling procedures
and emergency ventilation shutdown.
4.6 Identify assigned fire/boat station and follow procedures.
5. Demonstrate safe working 5.1 Set and pull manual slips correctly.
procedures. 5.2 Operate make-up and break-out manual tongs correctly.
5.3 Move drill floor drilling tools and equipment in accordance
with company and statutory safe operating procedures.
6. Assist in manual handling 6.1 Interpret/apply national standards and code of practice for
risk assessment. manual handling.
6.2 Apply correct manual handling techniques when lifting
pushing, pulling, carrying or restraining animate or
inanimate objects.

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DRTOG09B Contribute to the control of emergencies and critical situations

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Implement personal protection requirements appropriate to the environment
• Recognise effects of changes of ambient conditions on operations
• Locate sources of information and interpret drawings and manuals
• Operate equipment
• Set and pull manual slips
• Operate manual make-up tongs
• Operate manual break-out tongs
• Move drills, tools and equipment around drill floor
• Wear correct protective clothing for the execution of duties and tasks
• Assist in the risk assessment of a manual handling task
• Demonstrate correct manual handling techniques
• Act as chair of safety meeting

Required knowledge:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Emergency procedures
• Fire and gas control system
• Permit to work system
• Well kicks
• Operation of full-opening safety valve, and inside BOP
• Manual duties of each rig crew member during a well kick drill
• Emergency shutdown control system
• Effects of loss of any utility and its reinstatement
• Functioning of process control, including instrumentation
• Equipment layout and its connection with other systems
• Lockout/tag out operations
• Rig audit
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management

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DRTOG09B Contribute to the control of emergencies and critical situations

RANGE STATEMENT

This unit covers the role of a floorman in contributing to the control of emergencies and critical
situations.

Briefings/handover details • Participate in pre-tour safety meetings

may include: • Review hazard control procedures (e.g. JSA)
• Follow safe operating procedures
• Assist as required and trained
• Safety briefing/induction
• Weekly safety meetings
• Agreed procedures may include-
• company
• facility
• client
• Toolbox
• Permit to work

Statutory adherence may • Occupational Health and Safety

include: • Duty of care
• Environment
• Australian Standards
• Well control
• (PSLA) Petroleum Submerged Lands Act (where
relevant)
• Petroleum regulations

Personal protective • Safety helmet

equipment may include: • Safety footwear
• Safety glasses
• Gloves
• Riding belt
• Safety belt
• Life vest
• Safety goggles
• H 2S equipment

Communications may • Two-way radio

include: • Oral instructions
• Hand signals
• Telephone
• Public address system
• Written work instructions

Weather conditions may • Day/night

include: • Dry/wet
• Hot/cold
• Storms/lightning - dust storms/wind

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DRTOG09B Contribute to the control of emergencies and critical situations

Alarms may include, but • Audible

are not limited to: • Warning gestures
• Oral warnings
• Fixed system specific to installation

Critical situations may • Operational difficulties

include, but are not limited • Extreme weather
to: • Equipment failure
• Leaks
• Fires
• Kicks

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of toxic substances (e.g. H 2S)
• Continuous communication maintained
• Reacting to on-site emergencies

Information formats may • Oral

include, but are not limited • Telephone
to: • Public address system
• Radio
• Hand signals

Reporting requirements • Oral

may include, but are not • Written
limited to:

Safety management • Organisational

systems may include, but • Installation
are not limited to:

Relevant actions taken to • Make safe

control and alleviate critical • Isolate
situations may include, but • Shutdown
are not limited to: • Evacuate work area
• Report
• Record
• Contain
• Rectify

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DRTOG09B Contribute to the control of emergencies and critical situations

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Follow safe work practice and procedures
• Function effectively in a team environment
• Understand emergency response plan
• Rig and emergency procedures
• Occupational Health and Safety guidelines
• Rig layout and muster points
• Evacuation procedures

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG08B Contribute to the health and safety of the
working environment
• DRTOG10B Establish and maintain effective working
relationships
• DRTOG11B Prepare and operate drilling fluid systems
• DRTOG12B Perform rig floor operations

Context of assessment This unit will be assessed using a suitable simulation, or if

appropriate, on an operational rig.

Resource implications Access is required to appropriate simulations or an operational

rig.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOG10B Establish and maintain effective working relationships

DRTOG10B Establish and maintain effective working

relationships
Unit Descriptor This unit covers the establishment and maintenance of effective
relationships by a floorman.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON10A, DRTOFOF10A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Establish and maintain 1.1 Treat colleagues in a manner which promotes and
effective working maintains goodwill.
relationships with 1.2 Meet reasonable requests from colleagues promptly and
colleagues. willingly.
1.3 Provide essential information relating to daily work
schedules clearly, accurately and promptly.
1.4 Offer or seek appropriate support where colleagues
appear to be in work related difficulties.
1.5 Take prompt reporting action with an appropriate authority
where a breakdown in working relationships cannot be
resolved.

2. Establish and maintain 2.1 Greet visitors in a manner which provides goodwill in
relationships with visitors accordance with operational requirements.
to the working 2.2 Provide visitors with sufficient information to meet their
environment. identified need.
2.3 Provide information requested clearly in a manner which
facilitates understanding.
2.4 Pass on information requests outside of the functional
responsibility to an appropriate person promptly.
2.5 Ensure visitors are not endangered in any way by acts or
omissions of the individual.
3. Establish and maintain 3.1 Deliver clear, concise and accurate communications in a
effective communications style appropriate to the workplace.
with colleagues. 3.2 Act on communications received promptly in accordance
with operational requirements.
3.3 Identify difficulties in interpreting communications and
seek prompt clarification.
3.4 Use language and terminology appropriate to the
workplace and the situation.

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DRTOG10B Establish and maintain effective working relationships

4. Carry out work handovers. 4.1 Record relevant information accurately and legibly in
accordance with operational requirements.
4.2 Relay to and receive from relevant personnel, accurate,
complete and current operational status.
4.3 Relay operating instructions accurately and completely to
relevant personnel.
4.4 Leave work area clean and hazard free in accordance with
operational requirements.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Obtain and implement operational policies, procedures, instructions, codes of practice,
standards and schedules
• Pass on information accurately and completely and clarify information received
• Control/minimise risks of work area hazards

Required knowledge:
• Company and statutory guidelines, procedures and practices
• Workplace reporting procedures
• Permit to work system
• Emergency procedures
• Workplace practices relating to visitors
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management
• Rig/job technology

RANGE STATEMENT

This unit covers the role of a floorman in establishing and maintaining effective working relationships.

Briefings/handover details • Pre-tour safety meeting

may include: • Communication with co-workers
• Workplace inspection
• Teamwork
• Review Job Safety Analysis (JSA)
• Safety briefing/induction
• Weekly safety meetings
• Agreed procedures may include-
• company
• facility
• client
• Toolbox
• Permit to work

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DRTOG10B Establish and maintain effective working relationships

Statutory adherence may • Occupational Health and Safety Acts and Regulations
include: • Duty of care
• Codes of practice
• Australian Standards
• (PSLA) Petroleum Submerged Lands Act (as relevant)
• Petroleum regulations

Communications may • Two-way radio

include: • Intercom
• Hand signals
• Telephone
• Public address system
• Written work instructions

Weather conditions may • Day/night

include: • Dry/wet
• Hot/cold
• Storms/lightning - dust storms/wind

Visitors include: • Approved and authorised visitors

• Third parties

Colleagues include: • Co-workers

• Supervisors
• Managers
• Other company employees
• Third parties

Information may include: • Oral

• Written
• Visual
• Safety
• Operational
• Statutory

Situations may include: • Informal meeting

• Form meeting
• Normal work situation
• Team briefings
• Contingency situation

Work handovers may • To next shift

include: • To next job
• To next person
• From previous shift
• From previous job
• From previous person

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DRTOG10B Establish and maintain effective working relationships

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Work in a team environment
• Follow direction from supervisor
• Comply with Occupational Health and Safety standards
• Communicate effectively according to site requirements
• Meet job responsibilities
• Company and statutory guidelines, procedures and
practices
• Maintain visitor safety
• Conduct handovers

Interdependent Competence must be assessed and achieved for each unit.

assessment of units
• DRTOG08B Contribute to the health and safety of the
working environment
• DRTOG09B Contribute to the control of emergencies and
critical situations
• DRTOG11B Prepare and operate drilling fluid systems
• DRTOG12B Perform rig floor operations

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOG11B Prepare and operate drilling fluid systems

DRTOG11B Prepare and operate drilling fluid systems

Unit Descriptor This unit covers the operation of drilling fluid systems as carried out by
a floorman.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON11A, DRTOFOF11A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Plan and prepare for 1.1 Obtain personal protection equipment.

operations. 1.2 Assess geographic layout of the active, reserve and slug
pits.
1.3 Assess operation of mud mixers, dump valves and
equalising valves.
1.4 Identify and locate mud pump and discharge system.

2. Establish operational 2.1 Obtain operational instructions and organise the work to
requirements. be carried out accordingly.
2.2 Clarify difficulties in carrying out the instructions with the
relevant personnel.
2.3 Confirm availability and status of necessary permits to
work in accordance with operational and legislative
requirements.
2.4 Confirm availability of necessary third party utilities in
accordance with operational requirements.
2.5 Confirm availability of required quantities and type of
consumables against operational requirements.
2.6 Identify errors, omissions and shortages and take
appropriate remedial action within functional responsibility.
3. Select and test 3.1 Conform to safe working practices and current legislative
equipment. and operational requirements.
3.2 Identify and select equipment appropriate for the work to
be performed and conforming to operational requirements.
3.3 Confirm equipment is functional and fit for the purpose
and the environment in which it will be used.
3.4 Identify defects in the equipment and take appropriate
remedial action within functional responsibility.

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DRTOG11B Prepare and operate drilling fluid systems

4. Prepare drilling fluids. 4.1 Conform to safe working practices and current legislative
and operational requirements.
4.2 Confirm availability of sufficient quantities and types of
fluids against operational requirements.
4.3 Confirm tanks and mixing equipment are clean and free
from contamination in accordance with instructions.
4.4 Mix and treat fluids in accordance with the specification.
4.5 Obtain, correctly label and store samples according to
operational requirements.
4.6 Identify defects in the equipment and take appropriate
remedial action within functional responsibility.
5. Pump drilling fluids. 5.1 Conform to safe working practices and current legislative
and operational requirements.
5.2 Confirm recording and monitoring devices are preset to
required parameters.
5.3 Operate equipment in accordance with operational
requirements.
5.4 Identify faults and defects accurately and take appropriate
remedial action within functional responsibility.
5.5 Obtain samples, weigh, measure viscosity and record
details as per instructions.
5.6 Operate pipe in the derrick manually and under
supervision.
5.7 Grease crown block and identify hanging sheaves.
5.8 Record data accurately at appropriate times and
frequencies in accordance with operational requirements.
6. Operate hopper system. 6.1 Recognise operation of the hopper system.
6.2 Operate and maintain shale shakers, desilter, desander,
degasser, mud cleaner and centrifuge in accordance with
company and manufacturer's requirements.
6.3 Measure and log mud properties correctly.
6.4 Recognise, record and report changes in returns of drilling
fluid and pit volumes.

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DRTOG11B Prepare and operate drilling fluid systems

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Maintain and operate mud mixers, dump valves and equalising valves in the mud pits
system
• Safely add mud materials to the mud systems under the mud engineer's instructions
• Operate and maintain all the mud treatment units
• Accurately take mud properties readings and legibly record them
• Interpret and act on additional flow in the mud returns or an increase in mud pit volume
• Operate pipe in derrick as directed either manually or using hydraulic racking system
where fitted
• Assess need and action greasing of crown block and hanging sheaves

Required knowledge:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Chemical handling procedures
• Operating principles of the systems, equipment and their relationship to other plant
• Fluid types and composition
• Rig safety and emergency procedures
• Safe operating procedures when operating equipment
• Layout of mud circulating, mixing and suction systems
• Geography of active, reserve and slug pits
• Layout of shaker, degasser and settling pits, and sand traps
• Materials Safety Data Sheet (MSDS)
• Rig maintenance
• Non-routine drilling operations
• Man management/rig management

RANGE STATEMENT

This unit covers the role of a floorman in operating drilling fluid systems.

Briefings/handover details • Pre-tour meeting

may include: • Safety meeting
• Use of hazardous chemicals
• Safety briefing/induction
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include-
• company
• facility
• client
• Toolbox
• Permit to work

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DRTOG11B Prepare and operate drilling fluid systems

Statutory adherence may • Protective clothing

include: • Safe use of hazardous chemicals
• (PSLA) Petroleum Submerged Lands Act (where
relevant)
• Duty of care
• Petroleum regulations

Communications may • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions

Recorded information may • Drilling fluids

include: • Faults/defects
• Pit volumes
• Pipe tallies
• Mud properties

Numerical tasks may • Mixing quantities, e.g. mud

include: • Measurement of mud properties, e.g. viscosity, density
• Flow rate
• Pressure

Weather conditions may • Wind

include: • Rain
• Snow
• Dust
• Hot and cold
• Calm to severe weather conditions
• 24 hour operation

Equipment may include: • Pumps

• Lines
• Hoppers
• Manifolds
• Shale shakers
• Degasser
• Centrifuges
• Desanders/desilters

Fluid systems include: • Mixing

• Transfer
• Bulk
• Circulating

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DRTOG11B Prepare and operate drilling fluid systems

Fluid mix specification • Volume

includes: • Density
• Viscosity
• Mud properties

Parameters include: • Flow rate

• Pressure
• Density

Remedial action taken to • Report

deal with errors, omissions • Record
and shortages may • Adjust
include, but are not limited • Repair
to: • Isolate

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of toxic substances (e.g. H 2S)
• Continuous communication maintained
• Reacting to on-site emergencies
• Dealing with contamination

Preparation may include: • Viewing geographic layout of the active, reserve and slug
pits
• Operation of mud mixers, dump valves and equalising
valves
• Using Mud pump and discharge system
• Read and interpret mud Materials Safety Data Sheets
(MSDS)
• Viewing layout of shaker pits, degasser pit, settling pit
and sand trap

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DRTOG11B Prepare and operate drilling fluid systems

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Occupational Health and Safety obligations
• Operating principles of the system, equipment and their
relationship to other plant
• Selection and testing of equipment
• Drilling fluid preparation
• Pumping of drilling fluids
• Rig safety and emergency procedures
• Knowledge of pressure rates

Interdependent • DRTOG08B Contribute to the health and safety of the

assessment of units working environment
• DRTOG09B Contribute to the control of emergencies and
critical situations
• DRTOG10B Establish and maintain effective working
relationships
• DRTOG12B Perform rig floor operations

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOG12B Perform rig floor operations

DRTOG12B Perform rig floor operations

Unit Descriptor This unit covers the performance of rig floor operations as carried out
by a floorman.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON12A, DRTOFOF12A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Prepare equipment. 1.1 Obtain operational instructions and organise the work to
be carried out accordingly.
1.2 Clarify difficulties in carrying out the instructions with the
relevant personnel.
1.3 Confirm availability and status of necessary permits to
work in accordance with operational and legislative
requirements.
1.4 Confirm availability of necessary third party utilities in
accordance with operational requirements.
1.5 Confirm availability of required quantities and type of
consumables against operational requirements.
1.6 Identify errors, omissions and shortages and take
appropriate remedial action within functional responsibility.

2. Select handling 2.1 Conform to safe working practices and current legislative
equipment. and operational requirements.
2.2 Identify and select equipment appropriate for the work to
be performed and conforming to operational requirements.
2.3 Confirm equipment is functional and fit for the purpose
and the environment in which it will be used.
2.4 Identify faults in the equipment and take appropriate
remedial action taken within functional responsibility.
3. Handle tubulars and 3.1 Conform to safe working practices and current legislative
equipment. and operational requirements.
3.2 Position tubulars and equipment according to operational
requirements.
3.3 Make and break connections safely in accordance with
operational requirements.
3.4 Identify faults and defects accurately and take appropriate
remedial action within functional responsibility.
3.5 Handle equipment using safe lifting and handling
techniques.
3.6 Record data accurately at appropriate times and
frequencies in accordance with operational requirements.

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DRTOG12B Perform rig floor operations

4. Prepare and run drill 4.1 Obtain and wear personal protective equipment,
string. appropriate to task.
4.2 Measure and record all down hole tools and pipe to assist
driller.
4.3 Convey pipe and tools to drill floor with protectors fitted
and in accordance with company safety operating
procedures.
4.4 Check tongs and slip dies for cleanliness and sharpness
and secure long lines.
4.5 Inspect, service and operate manual slips correctly.
4.6 Operate make-up and break-out manual tongs correctly.
4.7 Move drill floor drilling tools and equipment in accordance
with operating procedures.
4.8 Apply correct manual handling techniques.
4.9 Conduct thread cleaning, inspection and lubrication safely.
4.10 Make up and run drill string, applying correct use of chain
tongs, safety clamps, rig tongs, slips and elevators.
5. Prepare, run and cement 5.1 Prepare casing in accordance with rig operating
casing. procedures.
5.2 Prepare shoe joints in accordance with company and
manufacturer's requirements.
5.3 Prepare well heads/casing hangers in accordance with
manufacturer's and site requirements.
5.4 Prepare running tools and cementing equipment in
accordance with company and manufacturer's
requirements.
5.5 Check lifting appliances, identify and report faults.
5.6 Check and prepare handling equipment.
5.7 Prepare casing centralisers correctly.
5.8 Prepare and install guide frames as required.
5.9 Prepare appropriate well control equipment and mitigation
control equipment in accordance with site requirements.
5.10 Run casing in correct sequence.
5.11 Fill casing safely.
5.12 Connect appropriate cement line as per company
procedure.
5.13 Carry out cementing room duties while mixing.
5.14 Assist as directed in preparing, running and cementing of
cementing casings.
6. Run cement stinger 6.1 Land casing at appropriate joint.
assembly (non-standard). 6.2 Assemble appropriate equipment to run cement stinger.
6.3 Run drill pipe stringer inside casing as per rig specific
operating procedure.

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DRTOG12B Perform rig floor operations

7. Assist in preparation and 7.1 Prepare running BOP equipment in accordance with rig
running of blow out operating procedures.
prevention (BOP) stack, 7.2 Position BOP over the wellhead using the appropriate
riser and diverter system.
package. 7.3 Assemble and check riser running equipment.
7.4 Assemble and check appropriate pressure test caps.
7.5 Assemble and check appropriate handling equipment.
7.6 Assemble and check riser angle beacon and hole
positioning equipment.
8. Examine and service drill 8.1 Read, interpret and apply lubrication schedules.
floor equipment. 8.2 Carry out lubrication in accordance with company and
manufacturer's requirements.
8.3 Identify and use correct types and quantities of lubricants
for applications.
8.4 Check drawworks, rotary table, swivel, all valves, including
standpipe and choke and kill valves, wirelines and hoists
and identify, report and rectify faults as appropriate.
9. Maintain a high standard 9.1 Maintain drill floor and equipment to company standard.
of rig husbandry. 9.2 Keep tools and portable equipment clean, well maintained
and correctly stowed.
9.3 Seal and stow flammable substances according to
manufacturer's and statutory requirements.
9.4 Keep covers and gratings in place, except when in use.
9.5 Maintain tongs, slips and dies in a clean and sharp
condition.
9.6 Maintain non skid surfaces clean and free from oil and
grease.

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DRTOG12B Perform rig floor operations

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
Prepare and run the temporary guide base:
• Correctly babbitt the wire line sockets
• Install the correct shear pins in the wire line sockets and their anchor pins correctly
• Paint and mark the guidelines, the temporary guide base running tool assembly and the
temporary guide base guide cone correctly
• Check the temporary guide base running string to ensure that the guide base does not
rotate
• Install and run the drill pipe guide frame above the temporary guide base on the running
string

Prepare and run drill string:

• Measure and record pipe, sub and tools correctly
• Check the rig tongs and slips
• Check and use a safety clamp
• Service after use hole openers and large size non-sealed bearing bits

Assist as directed in preparing, running and cementing of casing:

• Check the slips, 350 ton elevator slips, elevator and tongs, including power tongs
• Assemble the casing centralisers correctly
• Make up the casing hanger and float or baffle collar correctly
• Make up the cement head sub
• Fill the casing safely and with the required frequency
• Thoroughly clean one mud pit and pre-mix any required mud materials
• Carry out the duties required in the cement room whilst mixing ie, manipulate the cement
bulk pod, assist with any required additives, weigh the cement slurry
• Drop the trip dart or, if used, insert the second cement plug
• Switch from cementing unit displacement, ie. which valves to manipulate when ordered

Prepare and operate pipe handling equipment:

• Check and overhaul the rig tongs and slips
• Check the catheads and chains and operated pipe spinner correctly
• Assist in making a conventional drilling connection using correct procedures
• Know the additional safety regulations in force whilst flow testing a well
• Assist in rigging up the electro-logging sheave cable, and know the patterns and
positions of its hanging points
• Know the safe practices to be observed when Well Loggers are handling explosives or
radioactive materials

Required knowledge:
• Rig safety and emergency procedures
• Company and statutory safety guidelines, procedures and practices
• Equipment safe operating procedures
• Equipment condition and reporting mechanisms
• Function of the triangular mark stamped just above the casing
• What steps are taken if the well kicks whilst running casing
• Lubrication techniques
• Rig maintenance

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DRTOG12B Perform rig floor operations

• Normal drilling operations

• Non-routine drilling operations
• Man management/rig management
• Conversion between metric and imperial
• Range of numerical calculations and measurements
• Well control

RANGE STATEMENT

This unit covers the role of a floorman in performing rig floor operations.

Briefings/handover details • Pre-tour safety meetings

may include: • Work inspection
• Task specific - Job Safety Analysis (JSA)
• Permit to work prepared if necessary
• Safety briefing/induction
• Weekly safety meetings
• Agreed procedures may include-
• company
• facility
• client
• Toolbox
• Permit to work

Statutory adherence may • Occupational Health and Safety Acts and Regulations
include: • Duty of care
• Petroleum act
• Australian Standards
• Codes of practice
• (PSLA) Petroleum Submerged Lands Act (where
relevant)
• Petroleum regulations

Communications may • Two-way radio

include: • Intercom
• Hand signals
• Oral instruction
• Telephone
• Public address system
• Written work instructions

Recorded information may • Tubulars and equipment

include: • Faults and defects
• Downhole tools and pipe measurements
• Quantities of lubricants used

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DRTOG12B Perform rig floor operations

Data to be reviewed may • Job instructions

include: • Company/manufacturers' safe operating procedures
• National standards and codes of practice for manual
handling
• Lubrication schedules
• Labels on hazardous materials
• Job Safety Analysis (JSA)
• Training materials

Numerical tasks may • Length

include: • Quantities
• Volumes
• Conversion rates

Weather conditions may • Day/night

include: • Dry/wet
• Hot/cold
• Storms/lightning -dust storms/wind

Equipment may include: • Elevators - manual/automatic

• Tongs - manual/power
• Slips - manual/power
• Bushings
• Job specific tools
• Winches
• Down hole
• Handling
• Consumables - dope/rope
• Catheads
• Pipe racking
• Well control equipment
• Hoisting/lifting equipment
• Casing stabbing basket/platform

Tubulars include: • Drill pipe

• Drill collars
• Casing - 20", 13 3/ 8", 9 3/ 8", 7" and 5 ?"
• Tubing
• Riser

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DRTOG12B Perform rig floor operations

Equipment may include: • Drill pipe

• Stinger running equipment
• Temporary guide bases (TGB/PGB)
• Riser
• Diverter
• Bops
• Wellheads
• Casing running tools
• Cementing hose
• Running tools
• Winches

Safety equipment may • Safety harness

include: • Inertia reels
• Belts

Personal protective • Safety helmet

equipment may include: • Safety footwear
• Safety glasses
• Gloves
• Riding belt
• Safety belt
• Life vest

Utilities may include: • Air

• Fuel
• Power
• Craneage
• Lighting

Difficulties may include: • Unclear instructions

• Imprecise details
• Lack of information

Remedial action taken to • Report

deal with errors, omissions • Record
and shortages may • Rectify
include: • Replace
• Repair
• Adjust

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of toxic substances (e.g. H 2S)
• Continuous communication maintained
• Reacting to on-site emergencies

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DRTOG12B Perform rig floor operations

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Follow safe work practices
• Use and maintenance of pipe handling equipment
• Teamwork operations
• Assess hazards
• Safe operation of drill floor equipment
• Use safety devices
• Operate and maintain well control tools
• Care and maintenance of tubulars
• Service down hole tools

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG08B Contribute to the health and safety of the
working environment
• DRTOG09B Contribute to the control of emergencies and
critical situations
• DRTOG10B Establish and maintain effective working
relationships
• DRTOG11B Prepare and operate drilling fluid systems

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOG13B Apply occupational health and safety in the workplace

DRTOG13B Apply occupational health and safety in the

workplace
Unit Descriptor This unit covers the application of Occupational Health and Safety in
the workplace as carried out by a derrickman/derrickhand.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON13A, DRTOFOF13A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Demonstrate safe working 1.1 Obtain and wear personal protective equipment,
procedures. appropriate to task.
1.2 Set and pull manual slips correctly.
1.3 Operate make-up and break-out manual tongs correctly.
1.4 Move drill floor drilling tools and equipment in accordance
with company and statutory safe operating procedures.
1.5 Interpret/apply national standards and codes of practice
for manual handling.
1.6 Apply correct manual handling techniques when lifting
pushing, pulling, carrying or restraining animate or
inanimate objects.

2. Assist in manual handling 2.1 Read, interpret and apply national standards and codes of
risk assessment. practice for manual handling.
2.2 Apply sound manual handling techniques when lifting
pushing, pulling, carrying or restraining animate or
inanimate objects.
3. Participate in fire drills. 3.1 Recognise and comply with fire alarm signals.
3.2 Operate portable extinguishing equipment in accordance
with manufacturer's and/or company procedures.
3.3 Operate fire hose and nozzles in accordance with
manufacturer's and/or company procedures.
3.4 Identify and comply with fire team responsibilities.
3.5 Operate breathing apparatus in accordance with
manufacturer's and/or company procedures.
3.6 Obtain and wear fire resistant clothing (fearnought suit),
where available.
3.7 Read, interpret and apply boundary cooling procedures.
3.8 Read, interpret and apply emergency ventilation shutdown
procedures.
3.9 Identify assigned boat station and follow procedure.

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DRTOG13B Apply occupational health and safety in the workplace

4. Participate in H2S drills. 4.1 Recognise H 2S alert alarms.

4.2 Understand H 2S hazards.
4.3 Understand procedure for testing PA equipment.
4.4 Learn and comply with search and rescue procedure.
5. Participate in BOP drills. 5.1 Recognise alarm signal.
5.2 Administer crew positioning.
5.3 Operate choke controls.
5.4 Coordinate mixing of heavy weighted chemicals.
5.5 Liaise with driller on kill sheet.
6. Carry out emergency 6.1 Standby in pump room.
drilling situation. 6.2 Align mud circulating system in accordance with operating
procedures.
6.3 Mix drilling fluids to specification.
6.4 Activate equipment as directed.

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DRTOG13B Apply occupational health and safety in the workplace

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Apply rig safety and emergency procedures
• Work within company and statutory safety guidelines, procedures and practices
• Use safe operating procedures when operating equipment
• Apply emergency ventilation shutdown
• Coordinate mixing of chemicals
• Instruct floor crew
• Operate choke control
• Operate for emergency drilling situation
• Use lock out and tag out system
• Demonstrate correct manual handling techniques
• Assist in the risk assessment of a manual handling task
• Secure for cyclone
• Operate helicopter deck monitor in both water and foam modes
• Operate for emergency drilling situation

Required knowledge:
• Company and statutory safety standard and procedures, including duty of care
• Safety meeting conduct
• Fire alarm signals
• BOP alarm signals
• Gas alarm signals
• Fire extinguishing equipment
• Fire team procedures
• Breathing apparatus operation
• Accumulator control
• Kill sheet calculation
• Work permits system
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management
• Rig emergency procedures and signals
• Training of subordinates
• Cyclone securing procedures
• Fearnought suit
• Assigned emergency evacuation/boat stations
• Orders for rig abandonment
• ILR launching procedure
• Capsule boarding procedures
• Survival capsule operation, including spray protection and air pressurisation systems

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DRTOG13B Apply occupational health and safety in the workplace

RANGE STATEMENT

This unit covers the role of a derrickman/derrickhand in applying Occupational Health and Safety in
the workplace.

Briefings/handover details • Work inspection

may include: • Location of potential hazards
• Pre-tour safety meeting
• Task specific - Job Safety Analysis (JSA)
• Safety briefing/induction
• Weekly safety meetings
• Agreed procedures may include
• company
• facility
• client
• Toolbox
• Permit to work

Statutory adherence may • Occupational Health and Safety

include: • Duty of care
• Environmental
• Codes of practice
• Australian Standards
• Hazardous chemicals
• (PSLA) Petroleum Submerged Lands Act (where
relevant)
• Petroleum regulations

Personal protective • Safety helmet

equipment may include: • Safety footwear
• Safety glasses
• Gloves
• Riding belt
• Safety belt
• Life vest
• Safety goggles
• H 2S equipment

Communications may • Two-way radio

include: • Intercom
• Telephone
• Hand signals
• Public address system
• Written work instructions

Data to be reviewed for • National standards and codes or practice for manual
specific information may handling
include: • Manufacturers'/company procedures
• Job Safety Analysis (JSA)
• Safety/FirstAid manuals

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DRTOG13B Apply occupational health and safety in the workplace

Written tasks may include: • Note taking for

• Pre-tour safety meetings
• Weekly safety meetings
• Stop for safety meetings

Weather conditions may • Day/night

include: • Storms and lightning
• Hot/cold
• Wet/dry (dusty)

Safety equipment includes: • Fire protection

• First Aid
• Survival

Discharges may include: • Liquids

• Gases
• Solids

Materials may include: • Flammable

• Toxic
• Corrosive
• Explosive
• Radioactive

Personal protective • Eye protection

equipment may include: • Hearing protection
• Gloves
• Footwear
• Hard hats
• Respirators

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of H 2S and other toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

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DRT03 Drilling Training Package (Version 2) Date this PDF was generated: 20 September 2007
DRTOG13B Apply occupational health and safety in the workplace

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Demonstrate safe working procedures
• Wear correct personal protective equipment
• Participate in emergency drills
• Assist in manual handling risk assessment
• Maintain fluid systems to operational requirements
• Occupational Health and Safety procedures
• Rig emergency procedures
• Permit to work system
• Fire prevention

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG14B Control emergencies and critical situations
• DRTOG15B Create, maintain and enhance productive
working relationships
• DRTOG20B Conduct and maintain derrick operations
• DRTOG21B Trip casing
• DRTOG22B Trip pipe

and where appropriate:

• DRTOGON18B Maintain services and operations to meet
quality standards
• DRTOG19B Operate and maintain ancillary equipment
• DRTOGON15B Manage subordinates and equipment
• DRTOGON17B Prepare and operate drilling fluid systems
• DRTOGON23B Operate mud pumps
• DRTOGON24B Operate mud system

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRT03 Drilling Training Package (Version 2) Date this PDF was generated: 20 September 2007
DRTOG14B Control emergencies and critical situations

DRTOG14B Control emergencies and critical situations

Unit Descriptor This unit covers the control of emergencies and critical situations by a
derrickman/derrickhand.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON14A, DRTOGOF14A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Control critical situations. 1.1 Conform to safe working practices and current legislative
and operational requirements.
1.2 Identify developing, emerging and existing critical
situations and take actions appropriate to the situation.
1.3 Activate relevant alarms in accordance with operational
requirements.
1.4 Take actions to control and alleviate the situation in
accordance with operational and legislative requirements.
1.5 Recognise symptoms/effects of contaminants, toxic
materials and heat stress and take appropriate action.
1.6 Monitor the situation and take relevant actions to minimise
risks to personnel, environment, process, plant and
equipment.
1.7 Maintain reporting requirements in the event of a critical
situation in accordance with safety management systems.

2. Coordinate the response 2.1 Identify developing, emerging and existing critical
to emergencies. situations and take actions appropriate to the situation.
2.2 Activate relevant alarms in accordance with operational
requirements.
2.3 Give information and instructions clearly, accurately and in
a suitable format for the needs of relevant personnel.
2.4 Clarify and act upon advice received as appropriate to the
situation.
2.5 Adhere to agreed emergency procedures in accordance
with operational requirements.
2.6 Record information on relevant documentation accurately,
completely and legibly.
2.7 Take immediate action to make the situation safe and
minimise risks to personnel, environment, process, plant
and equipment.

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DRTOG14B Control emergencies and critical situations

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Implement personal protection requirements appropriate to the environment
• Recognise effects of changes of ambient conditions on operations
• Locate sources of information and interpret drawings and manuals
• Operate equipment

Required knowledge:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Emergency procedures
• Evacuation procedures and personnel responsibilities
• Fire and gas control system
• Alarm system
• Emergency shutdown control system
• Effects of loss of any system upon the operation
• Functioning of process control, including instrumentation
• Equipment layout and its connection with other systems
• Consequences of emissions to the environment
• Operating parameters and tolerances
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management

RANGE STATEMENT

This unit covers the role of a derrickman/derrickhand in controlling emergencies and critical situations.

Briefings/handover details • Location of potential hazards

may include: • Pre-tour safety meeting
• Written instruction
• Permit to work requirements
• Reference to relative Job Safety Analysis (JSA)
• Assist with supervision of floor crew
• Safety briefing/induction
• Weekly safety meetings
• Agreed procedures may include-
• company
• facility
• client
• Toolbox

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DRTOG14B Control emergencies and critical situations

Statutory adherence may • Occupational Health and Safety

include: • Duty of care
• Code of practice
• Environment
• Mud systems
• Well control procedures
• (PSLA) Petroleum Submerged Lands Act (where
relevant)
• Petroleum regulations

Communications may • Two-way radio

include: • Intercom
• Telephone
• Hand signals
• Verbal
• Written
• Public address system

Written reports may • Hazard observation reports

include: • Rig safety audits

Weather conditions may • Day/night

include: • Storms and lightning
• Hot/cold
• Wet/dry
• Wind/dust

Alarms may include: • Audible

• Warning gestures
• Oral warnings
• Fixed system specific to installation

Critical situation may • Operational difficulties

include: • Extreme weather
• Equipment failure
• Leaks
• Fires
• Kicks

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of H 2S and other toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

Safety management • Organisational

systems may include: • Installation

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DRTOG14B Control emergencies and critical situations

Reporting requirements • Oral

may include: • Written

Relevant actions taken to • Make safe

control and alleviate critical • Isolate
situations may include: • Shutdown
• Evacuate work area
• Report
• Record
• Contain
• Rectify

Immediate actions may • Inform external services

include: • Do nothing
• Activate internal emergency response teams
• Inform duty personnel
• Inform adjacent facilities
• Activate ESD
• Account for people
• Evacuate
• Assist in rescue of personnel

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Compliance with safety standards
• Clear communication and recognition of hazards
• Response to alarms
• Standard calculation rules for working loads
• Emergency shutdown control system
• Rig and emergency procedures
• Rig layout and muster points
• Evacuation procedures

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DRT03 Drilling Training Package (Version 2) Date this PDF was generated: 20 September 2007
DRTOG14B Control emergencies and critical situations

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG13B Apply Occupational Health and Safety in the
workplace
• DRTOG15B Create, maintain and enhance productive
working relationships
• DRTOG19B Operate and maintain ancillary equipment
• DRTOG20B Conduct and maintain derrick operations
• DRTOG21B Trip casing
• DRTOG22B Trip pipe

and where relevant:

• DRTOGON15B Manage subordinates and equipment
• DRTOGON17B Prepare and operate drilling fluid systems
• DRTOGON23B Operate mud pumps
• DRTOGON24B Operate mud system
• DRTOGON18B Maintain services and operations to meet
quality standards

Context of assessment This unit will be assessed using a suitable simulation or if

appropriate on an operational rig.

Resource implications Access is required to appropriate simulations or an operational

rig.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

Volume 3 of 3, Unit 11 of 61 Page 115 of 345

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DRT03 Drilling Training Package (Version 2) Date this PDF was generated: 20 September 2007
DRTOG15B Create, maintain and enhance productive working relationships

DRTOG15B Create, maintain and enhance productive

working relationships
Unit Descriptor This unit covers the creation, maintenance and enhancement of
productive working relationships by a derrickman/derrickhand.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON16A, DRTOFOF15A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Create and enhance 1.1 Make efforts to establish and maintain productive working
productive working relationships.
relationships with 1.2 Provide opportunities to readily discuss work-related
colleagues. matters.
1.3 Offer advice in a helpful manner and, where necessary,
refer individuals to specialists.
1.4 Deal with differences in ways that maintain productive
working relationships.
1.5 Meet undertakings to others.
1.6 Inform people sufficiently about changes in policy and
working practices which may affect them.
1.7 Raise any concern over the quality of work directly and
discussed with the people concerned.
1.8 Encourage individuals to offer ideas and views and give
due recognition of these.
1.9 Give the reasons clearly where ideas are not taken up.
1.10 Make opportunities readily available for individuals to
discuss personal problems.

2. Carry out work handovers. 2.1 Record relevant information accurately and legibly in
accordance with operational requirements.
2.2 Relay/receive current operational status to/from relevant
personnel accurately and completely.
2.3 Relay operating instructions accurately and completely to
relevant personnel.
2.4 Leave work area clean and hazard free in accordance with
operational requirements.

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DRTOG15B Create, maintain and enhance productive working relationships

3. Enhance productive 3.1 Keep immediate manager informed in an appropriate level

working relationships with of detail about activities, progress, results and
one's immediate manager. achievements.
3.2 Provide information about problems and opportunities
clearly, accurately and with an appropriate degree of
urgency.
3.3 Seek information and advice on matters within the given
area of responsibility from immediate manager, as
necessary.
3.4 Present clear proposals for action at an appropriate time
and with the right level of detail.
3.5 Consider the reasons where proposals are not accepted,
and, where appropriate, put forward alternative proposals.
3.6 Make efforts to avoid damaging the relationship with the
immediate manager where there are disagreements.
3.7 Seek ways actively of improving the relationship with the
immediate manager.
3.8 Satisfy requirements of job role.
3.9 Perform activities in a helpful and willing manner.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Pass on information accurately and completely
• Control/minimise work area hazards
• Locate and implement organisational policies, procedures, instructions

Required knowledge:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Workplace reporting procedures
• Barriers to communication
• Emergency procedures
• Permit to work system
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management
• Rig/site technology

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DRTOG15B Create, maintain and enhance productive working relationships

RANGE STATEMENT

This unit covers the role of a derrickman/derrickhand in creating, maintaining and enhancing
productive working relationships.

Briefings/handover details • Work inspection

may include: • Location of potential hazards
• Task specific - Job Safety Analysis (JSA)
• Pre-tour safety meetings
• Delegate and supervision of crews
• Encourage teamwork and clear communication
• Safety briefing/induction
• Weekly safety meetings
• Agreed procedures may include-
• company
• facility
• client
• Toolbox
• Permit to work

Statutory adherence may • Occupational Health and Safety

include: • Duty of care
• Environment
• Code of practice
• Australian Standards
• (PSLA) Petroleum Submerged Lands Act (where
relevant)
• Petroleum regulations

Communications may • Two-way radio

include: • Intercom
• Oral instruction
• Written instruction
• Hand signals
• Telephone
• Public address system

Weather conditions may • Day/night

include: • Storm/lightning
• Hot/cold
• Wet/dry

Information may include: • Formal

• Informal
• Oral
• Written

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DRT03 Drilling Training Package (Version 2) Date this PDF was generated: 20 September 2007
DRTOG15B Create, maintain and enhance productive working relationships

People includes: • Staff representatives

• Colleagues
• Line managers
• Co-workers
• Supervisors
• Customers
• Suppliers

Information and advice on • Organisational policies, plans and procedures

operational requirements • Legislation
includes: • Quality assurance standards
• Approved codes of practice
• Personal and interpersonal issues
• Proposals concerning new courses of action
• Working arrangements of those for whom one has
responsibility
• Safety, operational

Communications may • Written

include: • Oral
• Practical demonstration
• Visual/pictorial

Handovers may include: • Next shift

• Next job
• Next person
• Previous shift
• Previous job
• Previous person

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Application of good safety practices
• Communication and teamwork approach
• Knowledge to fulfil operational requirements of job
description
• Implement and maintain communications
• Minimise hazards (hazard assessment)
• Ensure adherence to organisational procedures and
practices

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DRTOG15B Create, maintain and enhance productive working relationships

Interdependent Competence must be assessed and achieved for each unit.

assessment of units
• DRTOG13B Apply Occupational Health and Safety in the
workplace
• DRTOG14B Control emergencies and critical situations
• DRTOG19B Operate and maintain ancillary equipment
• DRTOG20B Conduct and maintain derrick operations
• DRTOG21B Trip casing
• DRTOG22B Trip pipe

and where relevant:

• DRTOGON15B Manage subordinates and equipment
• DRTOGON17B Prepare and operate drilling fluid systems
• DRTOGON18B Maintain services and operations to meet
quality standards
• DRTOGON23B Operate mud pumps
• DRTOGON24B Operate mud systems

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRT03 Drilling Training Package (Version 2) Date this PDF was generated: 20 September 2007
DRTOG19B Operate and maintain ancillary equipment

DRTOG19B Operate and maintain ancillary equipment

Unit Descriptor This unit covers the operation of ancillary equipment as carried out by
an onshore derrickman/derrickhand.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON19A, DRTOGOF22A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Plan and prepare for 1.1 Conform to safe working practices and current legislative
operations and operational requirements.
1.2 Obtain operational instructions and organise the work to
be carried out accordingly.
1.3 Clarify difficulties in carrying out the instructions with the
relevant personnel.
1.4 Confirm availability and status of necessary permits to
work in accordance with operational and legislative
requirements.
1.5 Confirm availability of necessary third party utilities in
accordance with operational requirements.

2. Maintain pumps. 2.1 Inspect lubrication, brake cooling and oil flushing pumps
for leaks or abnormal operation.
2.2 Lubricate pumps.
2.3 Replace packing in centrifugal pumps.
3. Operate, maintain and 3.1 Align, open and close valves in accordance with operating
repair gate valves procedures.
associated with the mud 3.2 Lubricate valve stems as required.
system. 3.3 Identify defective parts in valves and replace.
4. Operate and maintain 4.1 Identify faults or potential faults and report immediately.
chemical mixing pumps 4.2 Identify, record and/or report requirement for repair or
and equipment. maintenance.
4.3 Perform equipment checks regularly and efficiently as
prescribed in the operator's manual.
4.4 Line up valves properly.
4.5 Engage mixing and transfer pumps.
4.6 Lubricate valves, mixing pumps and transfer pumps.
4.7 Replace defective or malfunctioning parts and valves on
pumps.
4.8 Clean and inspect mixing hopper and mixing area.
4.9 Isolate equipment as required.

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DRTOG19B Operate and maintain ancillary equipment

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Recognise and report equipment malfunction or failure
• Supervise and train subordinates to provided standards
• Work as directed by driller timely and efficiently
• Maintain pumps in pump room
• Align, open and close valves as appropriate
• Lubricate valve stems
• Replace defective parts in valves
• Operate and maintain chemical mixing pumps and equipment
• Clean and inspect mixing hopper and mixing area
• Isolate and look out equipment as required

Required knowledge:
• Mud system ancillary equipment
• Company and statutory safety guidelines, procedures and practices
• Safe operating procedures when operating equipment
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management
• Company maintenance system
• Permit to work system
• Equipment isolation procedures
• Specialised hand tools

RANGE STATEMENT

This unit covers the role of a derrickman/derrickhand in operating and maintaining ancillary equipment.

Briefings/handover details • Task specific information

may include: • Pre-tour safety meeting
• Location of potential hazards
• Task specific - Job Safety Analysis (JSA)
• Supervision of floor crew (assist with)
• Pump equipment maintenance
• Safety briefing/induction
• Weekly safety meetings
• Agreed procedures may include-
• company
• facility
• client
• Toolbox
• Permit to work

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DRTOG19B Operate and maintain ancillary equipment

Statutory adherence may • Occupational Health and Safety

include: • Duty of care
• Environment
• Code of practice
• Australian Standards
• (PSLA) Petroleum Submerged Lands Act (where
relevant)
• Petroleum regulations

Communications may • Two-way radio

include: • Intercom
• Telephone
• Oral instruction
• Written instruction
• Hand signals
• Telephone
• Public address system

Recording requirements • Service and maintenance

can include: • Replacement parts

Weather conditions may • Day/night

include: • Storm/lightning
• Hot/cold
• Wet/dry

Safety equipment includes: • Fire protection

• First Aid
• Survival
• Vessel entry equipment

Discharges may include: • Liquids

• Gases
• Solids

Materials may include: • Flammable

• Toxic
• Corrosive
• Explosive

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DRTOG19B Operate and maintain ancillary equipment

Equipment may include: • Mixing pumps

• Change pumps
• Desander
• Desilter
• Centrifuges
• Degasser
• Piping
• Valves
• Agitators
• Caustic mixing system
• Mud guns
• Mixing hoppers
• Shearing devices
• (PVT) system
• Pit volume totaliser
• Lubrication pumps
• Bolt material system
• Chemical handling system
• Dust/fuel extraction system

Personal protective • Eye protection

equipment may include: • Hearing protection
• Gloves
• Footwear
• Hard hats
• Respirators

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

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DRTOG19B Operate and maintain ancillary equipment

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Planning and preparation
• Maintaining mud pumps
• Maintaining mud system
• Communication and record keeping
• Occupational Health and Safety procedures
• Abilities to adapt to new situations using appropriate
strategies, e.g. innovation, persistence, resourcefulness
• Recognise and report equipment malfunction or failure
• Isolation and containment procedures
• Knowledge of equipment
• Knowledge of maintenance procedures

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG13B Apply Occupational Health and Safety in the
workplace
• DRTOG14B Control emergencies and critical situations
• DRTOG15B Create, maintain and enhance productive
working relationships
• DRTOG20B Conduct and maintain derrick operations
• DRTOG21B Trip casing
• DRTOG22B Trip pipe
• DRTOGON23B Operate mud pumps
• DRTOGON24B Operate mud systems

and where relevant:

• DRTOGON15B Manage subordinates and equipment
• DRTOGON17B Prepare and operate drilling fluid systems
• DRTOGON18B Maintain services and operations to meet
quality standards

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRT03 Drilling Training Package (Version 2) Date this PDF was generated: 20 September 2007
DRTOG20B Conduct and maintain derrick operations

DRTOG20B Conduct and maintain derrick operations

Unit Descriptor This unit covers the maintenance of the derrick as carried out by a
derrickman/derrickhand.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON20A, DRTOGOF16A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Prepare equipment. 1.1 Conform to safe working practices and current legislative
and operational requirements.
1.2 Obtain operational instructions and organise the work to
be carried out accordingly.
1.3 Clarify difficulties in carrying out the instructions with the
relevant personnel.
1.4 Confirm availability and status of necessary permits to
work in accordance with operational and legislative
requirements.
1.5 Confirm availability of necessary third party utilities in
accordance with operational requirements.
1.6 Confirm availability of required quantities and type of
consumables against operational requirements.
1.7 Identify errors, omissions and shortages and take
appropriate remedial action within functional responsibility.
1.8 Inform driller of current operating conditions.

2. Handle tubulars and 2.1 Conform to safe working practices and current legislative
equipment. and operational requirements.
2.2 Position tubulars and equipment according to operational
requirements.
2.3 Give assistance to make and break connections where
appropriate.
2.4 Identify faults and defects accurately and take appropriate
remedial action within functional responsibility.
2.5 Handle equipment using safe lifting and handling
techniques.
3. Inspect and perform 3.1 Inspect safety lines, ropes, air hoists, monkey board,
routine maintenance of sheaves, crown block, derrick bolts, pins and welds, and
derrick and connected all other lines and equipment in or attached to the derrick.
equipment. 3.2 Lubricate air hoists, sheaves, crown block fast line guide.
3.3 Replace defective parts and effect minor repairs.
3.4 Perform jobs or tasks such as hanging back of travelling
block, replacement of sheaves, as required.
3.5 Complete pre-raise and pre-circulation checks in
accordance with statutory and company procedures.

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DRTOG20B Conduct and maintain derrick operations

4. Prepare for and drill 4.1 Establish circulation.

surface hole. 4.2 Perform pre-spud safety checks.
4.3 Check all connections and valves to floor are in proper
position.
4.4 Maintain drilling fluid volume and properties.
4.5 Inform driller of current operating conditions.
4.6 Maintain inventory of circulation system/parts.
4.7 Check and record mud additives.
4.8 Check availability of derrick casing equipment.
4.9 Follow all operators' instructions.
5. Participate in head-up and 5.1 Make preparations for necessary equipment changes.
pressure test. 5.2 Prepare drilling fluid.
5.3 Give assistance in nippling-up.
5.4 Give assistance to driller in BOP testing.
6. Drill main hole. 6.1 Consult driller and mud engineer's program, if available,
and follow instructions.
6.2 Maintain housekeeping and safe practices during drilling.
6.3 Assist in completion or abandonment of well as required.
6.4 Convert between metric and imperial.
6.5 Record reading of depth, direction and azimuth accurately
and legibly.
7. Prepare to commence 7.1 Align equipment on active systems for drilling.
drilling operations. 7.2 Turn on and check all appropriate machinery.
7.3 Watch for returns if riser installed.
7.4 Measure and log pit levels regularly.
8. Assist in running and 8.1 Follow instructions when running casing.
cementing of casing. 8.2 Align valves and fluid system for casing fill-up line.
8.3 Rig up, function test, lubricate and operate casing
stabbing board.
8.4 Attach and secure safety lines to all circulating lines.
8.5 Circulate fluid in accordance with instructions.
8.6 Mix chemicals for cementers and align pumps to
cementing unit.
8.7 Weigh cement as it is being mixed.
8.8 Align fluid system for displacement of cement.
8.9 Monitor returns and pits to assess circulation and returns.
9. Assist Driller on drill floor. 9.1 Give assistance in handling and nippling-up of BOP stack.
9.2 Carry out role of assistant to driller when on drill floor in
accordance with site instructions.
10. Shut down rig and rig out. 10.1 Wash and drain circulation system.
10.2 Repair equipment in accordance with company and
manufacturer's instructions.
10.3 Store equipment in accordance with company
procedures.

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DRTOG20B Conduct and maintain derrick operations

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Listen and have an open mind
• Accept constructive criticism
• Understand written and verbal instructions
• Develop written and verbal communications skills
• Prepare and complete understandable reports
• Communicate tactfully with mud engineer and operator's representative and inform
driller of problems if they arise

Brief relief derrickman/derrickhand on problems encountered on tour. Relief not to be done at

monkey board.
• Make all reports clearly and concisely to the driller
• Recognise and report equipment malfunction or failure
• Supervise and train subordinates to provided standards
• Work as directed by driller timely and efficiently
• Conduct routine maintenance of derrick
• Prepare for drilling operations
• Prepare for the tripping of tubulars
• Assist in running and cementing of casing
• Assist driller in handling and nipple up of BOP stack
• Act as assistant to driller on drill floor
• Have good attitude towards all drilling operations
• Keep circulation system clean and operating well
• Look after equipment and dispose of waste properly
• Follow instructions conscientiously
• Be aware of position of crew members on floor during handling of drillstem

Required knowledge:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Safe operating procedures when operating equipment
• Drilling operation
• Conversion between metric and imperial
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management

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DRTOG20B Conduct and maintain derrick operations

RANGE STATEMENT

This unit covers the role of an onshore derrickman/derrickhand in conducting and maintaining the
derrick.

Briefings/handover details • Pre-tour safety meetings

may include: • Work inspection
• Task specific - Job Safety Analysis (JSA)
• Tour reports updated
• Permit prepared where applicable
• Safety equipment (e.g. harness, lanyards) inspected and
used as appropriate
• Safety briefing/induction
• Weekly safety meetings
• Agreed procedures may include-
• company
• facility
• client
• Toolbox
• Permit to work

Statutory adherence may • Occupational Health and Safety

include: • Duty of care
• Code of practice
• Environment
• (PSLA) Petroleum Submerged Lands Act (where
relevant)
• Petroleum regulations.

Communications may • Two-way radio

include: • Intercom
• Telephone
• Written instruction
• Oral instruction
• Hand signals
• Telephone
• Public address system

Reading materials may • Job instructions

include: • Technical information
• Mud engineer's program
• Manufacturers' instructions
• Job Safety Analysis (JSA)
• Training materials

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DRTOG20B Conduct and maintain derrick operations

Range of numerical • Fractions, decimals, percentages

calculations may include: • Using appropriate instruments to measure-
• volume
• quantities
• weight
• length
• density/specific gravity
• temperature
• ph
• Basic geometry, e.g. interpreting depth, direction and
azimuth and dip of hole

Weather conditions may • Day/night

include: • Storms and lightning
• Hot/cold
• Wet/dry

Equipment may include: • Winches

• Ropes
• Racking board
• Safety belt
• Consumables
• Derrick climber/fall arrester, geronimo line and rider
• Backing System - manual/automated
• Casing stabbing system - board/basket
• Safety appliances and personal protective equipment
• Derrick escape system

Inspections and routine • Safety lines

maintenance may include: • Ropes
• Air hoists
• Monkey board
• Sheaves
• Crown block
• Derrick bolts
• Pins and welds
• All other lines and equipment in or attached to the derrick

Lubrication of equipment • Air hoists, sheaves

may include: • Crown block
• Fast line guide

Tubulars include: • Drill pipe

• Drill collars
• Casing
• Tubing

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DRTOG20B Conduct and maintain derrick operations

Utilities may include: • Air

• Fuel
• Power
• Craneage
• Lighting

Difficulties may include: • Unclear instructions

• Imprecise details
• Lack of information

Remedial action taken to • Report

deal with errors, omissions • Record
and shortages may • Replace
include: • Repair
• Adjust

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of substances
• Continuous communication maintained
• Reacting to on-site emergencies

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Demonstrate ability to communicate clearly and follow
procedures
• Maintain derrick, trip pipe and secure as required
• Comply with Occupational Health and Safety
requirements
• Application of calculations and measurements, e.g.
volume, similarity to ratio to estimate depth, width, basic
geometry
• Ability to adapt to new situations using appropriate
strategies, e.g. innovation, persistence, resourcefulness
• Derrick safety systems
• Communication system
• Full knowledge of racking system
• Well control

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DRTOG20B Conduct and maintain derrick operations

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG13B Apply Occupational Health and Safety in the
workplace
• DRTOG14B Control emergencies and critical situations
• DRTOG15B Create, maintain and enhance productive
working relationships
• DRTOG19B Operate and maintain ancillary equipment
• DRTOG21B Trip casing
• DRTOG22B Trip pipe

and where relevant:

• DRTOGON15B Manage subordinates and equipment
• DRTOGON17B Prepare and operate drilling fluid systems
• DRTOGON18B Maintain services and operations to meet
quality standards
• DRTOGON23B Operate mud pumps
• DRTOGON24B Operate mud systems

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOG21B Trip casing

DRTOG21B Trip casing

Unit Descriptor This unit covers the preparation and operation of the trip casing as
carried out by an onshore derrickman/derrickhand.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON21A, DRTOGOF18A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Plan and prepare for 1.1 Conform to safe working practices and current legislative
operations. and operational requirements.
1.2 Obtain operational instructions and organise the work to
be carried out accordingly.
1.3 Clarify difficulties in carrying out the instructions with the
relevant personnel.
1.4 Confirm availability and status of necessary permits to
work in accordance with operational and legislative
requirements.
1.5 Confirm availability of necessary third party utilities in
accordance with operational requirements.

2. Prepare to trip casing. 2.1 Check grade or grades of casing.

2.2 Supervise crew in correctly positioning casing on racks.
2.3 Measure and record casing.
2.4 Identify joint by the numerical order in which it will be run
in the hole and its measured length.
2.5 Supervise crew to remove thread protectors, rabbit casing,
clean and lubricate threads in accordance with good
oilfield practice.
2.6 Check casing shoe and hanger joints for damage to
threads, sealing surfaces and flapper valves where fitted.
2.7 Assemble and check operating conditions of casing
running equipment, including slips, tongs, elevators,
rubber clamp, protectors and tailing ropes.
2.8 Line up pumps to fill casing during running operation.
3. Operate derrick during 3.1 Steady casing during stabbing.
tripping of casing. 3.2 Release pick-up elevators.
3.3 Align casing for make-up correctly.
3.4 Latch side door or slip type elevators.
3.5 Relieve casing stabber during casing running operations.

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DRTOG21B Trip casing

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Recognise and report equipment malfunction or failure
• Supervise and train subordinates to provided standards
• Work as directed by driller timely and efficiently
• Supervise deck crew in correctly positioning casing in pipe bays
• Remove thread protectors, rabbit casing, clean and lubricate threads
• Check casing shoe and hanger joints for damage to threads, sealing surfaces and
flapper valves where fitted
• Assemble and check operating condition of casing running equipment, including slips,
tongs, elevators, rubber clamp, protectors and tailing rope
• Line up pumps to fill casing during running operations
• Work derrick correctly during tripping of casing
• Steady casing during stabbing
• Release pick-up elevators when directed
• Correctly align casing for make-up
• Correctly latch side door or slip type elevators
• Check grades of casing and supervise deck crew in correctly positioning casing in pipe
bays
• Measure and record casing in the numerical order in which it will be run into the hole

Required knowledge:
• Drilling operation
• Company and statutory safety guidelines, procedures and practices
• Safe operating procedures when operating equipment
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management

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DRTOG21B Trip casing

RANGE STATEMENT

This unit covers the role of a derrickman/derrickhand in operating the trip casing.

Briefings/handover details • Pipe and/or casing tally

may include: • Preparation of casing running equipment (tongs/stabbing
board)
• Location of potential hazards
• Review of Job Safety Analysis (JSA)
• Pre-tour safety meeting
• Inspection and use of safety harness and lanyard and
other safety equipment
• Inspection and use of hydraulic power tongs, slips,
elevators
• Safety briefing/induction
• Weekly safety meetings
• Agreed procedures may include-
• company
• facility
• client
• Permit to work

Statutory adherence may • Occupational Health and Safety

include: • Duty of care
• Environment
• Codes of practice
• Australian Standards
• (PSLA) Petroleum Submerged Lands Act (where
appropriate)
• Petroleum regulations

Communications may • Two-way radio

include: • Intercom
• Telephone
• Written instruction
• Oral instruction
• Hand signals
• Public address system

Weather conditions may • Day/night

include: • Storms - high winds and lightning
• Hot/cold
• Wet/dry (dusty)

Safety equipment includes: • Fire protection

• First Aid
• Survival

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DRTOG21B Trip casing

Discharges may include: • Liquids

• Gases
• Solids

Materials may include: • Flammable

• Toxic
• Corrosive
• Explosive
• Radioactive

Personal protective • Eye protection

equipment may include: • Hearing protection
• Gloves
• Footwear
• Hard hats
• Respirators

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Demonstrate ability to communicate clearly and follow
procedures
• Demonstrate ability to operate equipment in derrick and
stab casing safely
• Comply with correct manual handling techniques
• Use appropriate safety equipment
• Rig up/rig down stabbing board
• Running casing
• Supervise deck crew
• Assemble and check casing
• Work derrick
• Recognise and report malfunctions/failures

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DRTOG21B Trip casing

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG13B Apply Occupational Health and Safety in the
workplace
• DRTOG14B Control emergencies and critical situations
• DRTOG15B Create, maintain and enhance productive
working relationships
• DRTOG19B Operate and maintain ancillary equipment
• DRTOG20B Conduct and maintain derrick operations
• DRTOG21B Trip casing
• DRTOG22B Trip pipe

and where relevant:

• DRTOGON15B Manage subordinates and equipment
• DRTOGON17B Prepare and operate drilling fluid systems
• DRTOGON18B Maintain services and operations to meet
quality standards
• DRTOGON23B Operate mud pumps
• DRTOGON24B Operate mud systems

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOG22B Trip pipe

DRTOG22B Trip pipe

Unit Descriptor This unit covers the preparation and operation of the trip pipe as carried
out by a derrickman/derrickhand.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON22A, DRTOGOF19A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Plan and prepare for 1.1 Conform to safe working practices and current legislative
operations. and operational requirements.
1.2 Obtain operational instructions and organise the work to
be carried out accordingly.
1.3 Clarify difficulties in carrying out the instructions with the
relevant personnel.
1.4 Confirm availability and status of necessary permits to
work in accordance with operational and legislative
requirements.
1.5 Confirm availability of necessary third party utilities in
accordance with operational requirements.
1.6 Check safety lines, ropes and air hoists.
1.7 Check equipment for safety and operations.

2. Prepare to trip tubulars. 2.1 Line up trip tank.

2.2 Prepare pipe racking system to stand back, run in, lay
down or pick-up pipe, where applicable.
3. Trip tubulars. 3.1 Latch elevators onto the tubulars which is stabilised by the
derrickman while being stabbed by pulling out of the hole.
3.2 Latch elevators on to the tubular which is being stabilised
by the derrickman while running into hole.
3.3 Visually check the elevator latch, identify faults and report.
3.4 Operate air hoist to manoeuvre tubulars in the derrick.
4. Operate racking system. 4.1 Release pipe from elevators and rack in proper position
when pulling out of the hole.
4.2 Latch elevators onto drill string and stabilise while stand
stabbed by roughnecks when running in the hole.
4.3 Operate air hoists which manoeuvre drill string in the
derrick.

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DRTOG22B Trip pipe

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Prepare pill
• Put trip tank on line and fill it
• Check safety lines, ropes and air hoists
• Stand back, run in, lay down and pick up pipecracker
• Release pipe from elevators
• Latch elevators on drill string and stabilise
• Operate air hoists
• Operation of a manual or automated racking system

Required knowledge:
• Drilling operation
• Company and statutory safety guidelines, procedures and practices
• Safe operating procedures when operating equipment
• Hand signals
• Working knots
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management

RANGE STATEMENT

This unit covers the role of a derrickman/derrickhand in operating the trip pipe.

Briefings/handover details • Maintain and check pipe tally

may include: • Preparation of derrick/floor equipment
• Line up trip tank/preparation of mud system
• Review of PTW requirements
• Pre-tour safety meeting
• Review of Job Safety Analysis (JSA)
• Safety briefing/induction
• Weekly safety meetings
• Agreed procedures may include-
• company
• facility
• client
• Toolbox
• Permit to work

Statutory adherence may • Occupational Health and Safety

include: • Duty of care
• Environment
• Codes of practice
• Australian Standards
• (PSLA) Petroleum Submerged Lands Act (where
relevant)
• Petroleum regulations

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DRTOG22B Trip pipe

Communications may • Two-way radio

include: • Intercom
• Telephone
• Written instruction
• Oral instruction
• Hand signals
• Public address system

Recording tasks may • Pipe tally sheets

include:

Weather conditions may • Day/night

include: • Storms and/or windy conditions/dusty conditions and
lightning
• Hot/cold
• Wet/dry

Safety equipment includes: • Fire protection

• First Aid
• Survival
• Safety harness

Discharges may include: • Liquids

• Gases
• Solids

Materials may include: • Flammable

• Toxic
• Corrosive
• Explosive
• Radioactive

Personal protective • Eye protection

equipment may include: • Hearing protection
• Gloves
• Footwear
• Hard hats
• Respirators
• Fall arrester

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

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DRTOG22B Trip pipe

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Preparation and maintenance of derrick and associated
equipment
• Ability to safely stab and rack pipe/lay down pipe
• Follow required manual handling procedures
• Prepare mud systems/equipment for tripping pipe/CSE
• Follow safe operating procedures
• Work knowledge of equipment
• Awareness of operations on the rig floor
• Maintain communication with driller while operating
racking board

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG13B Apply Occupational Health and Safety in the
workplace
• DRTOG14B Control emergencies and critical situations
• DRTOG15B Create, maintain and enhance productive
working relationships
• DRTOG19B Operate and maintain ancillary equipment
• DRTOG20B Conduct and maintain derrick operations
• DRTOG21B Trip casing
• DRTOG22B Trip pipe

and where relevant:

• DRTOGON15B Manage subordinates and equipment
• DRTOGON17B Prepare and operate drilling fluid systems
• DRTOGON18B Maintain services and operations to meet
quality standards
• DRTOGON23B Operate mud pumps
• DRTOGON24B Operate mud systems

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOG25B Maintain standard procedures and safe working practices

DRTOG25B Maintain standard procedures and safe

working practices
Unit Descriptor This unit covers the application of safe work practices and procedures
in onshore/offshore drill rig installations. In many instances team
responsibilities will be involved.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a core unit.

• Units replaced: DRTOG25A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Conduct daily rig 1.1 Undertake rig safety checks before tour and discuss
maintenance and safety equipment problems with previous tour driller.
inspection. 1.2 Spot check maintenance procedures against plans,
identify and rectify anomalies and maintain records.
1.3 Conduct pre-tour Occupational Health and Safety
meetings with team members.

2. Comply with Government 2.1 Communicate regulations and procedures for controlling
Regulations and Company work and hazards both on the rig floor and in camp
Policies. accommodation areas to team members.
2.2 Allocate employees' job responsibilities in accordance with
regulations/company policies and within the bounds of
their competence.
2.3 Ensure team work rules are understood, applied and
modelled by all crew members.
2.4 Ensure regulations are obeyed by crew in line with
statutory compliance.
2.5 Constantly assess rig operators against regulations and
policies.

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DRTOG25B Maintain standard procedures and safe working practices

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Conduct rig inspections in accordance with statutory/company regulations
• Allocate job responsibilities
• Manage teams
• Negotiate and resolve conflict
• Apply policies and procedures
• Communicate effectively to crews/teams
• Maintain compliance
• Maintain operating records

Required knowledge:
• Government regulations
• Company policies and procedures
• Client policies and procedures
• Occupational Health and Safety compliance
• Rig safety procedures and reporting
• Conflict resolution
• Negotiation skills
• Problem solving techniques

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Safety briefings/induction

include: • Pre-tour meetings
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures include-
• company
• facility
• Client

Statutory adherence • Petroleum Acts relating to submerged lands

includes: • AETC (PSLA) Petroleum Submerged Lands Act
(offshore)
• Duty of Care
• Occupational Health and Safety Acts and Regulations
• Australian Standards
• Environmental

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DRTOG25B Maintain standard procedures and safe working practices

Communication channels • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions
• Intranet or internet based

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

Operational instructions • Regulations

include: • Company
• Operating company

Working practices include: • Onshore drilling installation

• Offshore drilling installation

Communication occurs • Crew

between: • Operations representative
• Rig manager/superintendent
• Previous tour driller

Records to be maintained • Reports to rig manager

include: • Short notes
• Maintenance sheets
• Safety checks
• Inventories
• Spare parts order lists
• Employee evaluation forms

Documents to be read and • Regulations and procedures

interpreted include: • Operational standards
• Occupational Health and Safety Legislation
• Drilling plan

Other skills required • Negotiation skills

include: • Conflict resolution
• Problem solving skills

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DRTOG25B Maintain standard procedures and safe working practices

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Compliance to government regulations and company
policies
• Occupational Health and Safety compliance
• Rig inspection and reporting. Ability to complete required
documentation legibly, accurately and within the specified
time frame
• Effective communication skills in spoken and/or written
form with a range of personnel

Interdependent This unit may be assessed in conjunction with other relevant

assessment of units units.

Resource implications This unit requires access to an operating rig.

Consistency in Evidence should be available of the ability to perform this unit

performance over a range of typical conditions.

Context of assessment Assessment should concentrate on evidence obtained from a

workplace application of this competency.

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DRTOG26B Rig up

DRTOG26B Rig up
Unit Descriptor This unit covers rig-up operations in onshore/offshore drill rig
installations. Liaison between the rig manager and the team is an
important feature of this unit of competency.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a core unit.

• Units replaced: DRTOG26A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Conduct pre rig-up 1.1 Develop crewing schedules and allocate jobs to crew with
operations drilling plan and prognosis being discussed with crews.
1.2 Carry out pre rig-up procedure inspections (by rig
manager, operator and crew) in accordance with
standards for individual rigs.
1.3 Check equipment for damage and/or loss by moving
contractor.
1.4 Report and document damage claims in accordance with
company procedures and confirm with transport company.
1.5 Locate equipment, including electrical and safety
requirements, in correct position for rig-up.

2. Rig up to spud. 2.1 Receive and action rig manager authorisation to

commence rig-up to spud operations.
2.2 Receive detailed instructions on use and type of mud from
the operator.
2.3 Mix mud to specifications with mud lines being connected
and spud equipment being prepared.
2.4 Identify potential rig-up problems and take corrective
action.
2.5 Keep rig manager informed of operations in accordance
with legislative and company requirements.
3. Prepare for drilling of 3.1 Make equipment checks for nippling-up or cross-checked
surface hole/subsea hole. with subsea engineer.
3.2 Check casing tools for correct sizing and availability.
3.3 Check BOP stack against specifications and report and
rectify any irregularity.
3.4 Identify special tool requirements and notify, and have
endorsed by, relevant company personnel.

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DRTOG26B Rig up

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Oversee rigging
• Participate in inspections
• Develop crew schedules and allocate jobs
• Oversee mud-mixing operations
• Check equipment/tools and record, report and rectify faults
• Delegate
• Problem solve
• Plan for all circumstances
• Operate forklift in line with licensing requirements
• Read, interpret and apply regulations/company procedures
• Convert from metric to imperial measurement

Required knowledge:
• Rigging and slinging
• Forklift operations
• Local authorities
• Rig specifications and measurements
• Metric-imperial conversion
• Marine operations

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Specific jobs include: • Unloading of trucks

• Unsecuring of loads
• Assembling of rig
• Connecting power
• Drench digging
• Installing waste pits
• Stowing equipment in correct stowages

Spud equipment includes: • Drill strings

• Handling gear including tools

Communication channels • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions
• Internet or intranet communications

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DRTOG26B Rig up

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

Remedial action includes: • Informing rig manager

• Informing company representative
• Allocating maintenance tasks to appropriate person

Operational instructions • Job Sheet Analysis (JSA)

include: • Hazard sheets
• Lease layout
• Rig layout
• Company policies and procedures

Records to be maintained • Crewing schedules

include: • Damage claims

Documents to be read and • Rig standards/specifications

interpreted include: • Instructions (e.g. use and type of mud)
• Drilling plan
• Chemical labels
• Job Safety Analysis (JSA)

Calculations to be carried • Quantities

out include: • Up-hole velocity
• Specific gravity
• Volume
• Hydrostatic pressures

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DRTOG26B Rig up

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Crewing schedules
• Pre-rig procedures/rig specifications
• Rig up
• Equipment
• Inspections
• Company/statutory Occupational Health and Safety
Policies/Procedures
• Accurate application of all calculations and
measurements

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

Resource implications This unit requires access to an operational rig.

Consistency in Evidence should be available of the ability to perform this unit

performance under a range of conditions.

Context of assessment Assessment should focus on evidence available from the

workplace.

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DRTOG27B Conduct pre-spud operations

DRTOG27B Conduct pre-spud operations

Unit Descriptor This unit covers the responsibility in allocating crew duties on an
offshore drill rig installation.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This unit is sector specific.

• Units replaced: DRTOG27A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Prepare for pre-spud 1.1 Develop crewing schedules and allocate jobs to crews in
operations. line with operational requirements.
1.2 Check drilling and hoisting equipment, report damage to
the rig manager and record in accordance with company
policies and procedures.
1.3 Confirm availability of and inspect, clean and calibrate
tubulars.
1.4 Lock pipe racks with drill pipe and position drill collars for
immediate use.
1.5 Inspect casing running tools and prepare for operation.
1.6 Record casing tallies and report to appropriate company
officer.

2. Conduct operations as per 2.1 Determine optimum circulating and penetration rates and
drilling program. check deviations are in accordance with operators drilling
program.
2.2 Continually check mud cleaning equipment and screens
for integrity and correct operation.
2.3 Check drilling fluid quantities against program
requirements with sufficient being in reserve to kill well
and keep hole on full trip.
2.4 Record correct mud properties on tour report.
2.5 Operate all equipment in accordance with manufacturer,
regulations and company procedures.
2.6 Carry out all tasks in accordance with company Job Safety
Analysis (JSA).
2.7 Maintain a sound working relationship with third party
contractors.

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DRTOG27B Conduct pre-spud operations

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Operate machinery in a safe manner
• Communicate effectively with management, crew and contractors
• Troubleshoot during drilling program
• Manage and maintain pre-spud operations
• Comply with government and regulations and company policies/procedures

Required knowledge:
• Drilling program to pre-spud operations
• Drilling equipment
• Rig up procedures
• Casing
• Mud systems
• Routine drilling operations
• Job Safety Analysis (JSA)
• Marine operations

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Safety briefing/induction

include: • Pre-tour safety meeting
• Tour change over discussions
• Operator's representative memorandums
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include but are not limited to-
• company
• facility
• client

Statutory adherence • (PSLA) Petroleum Submerged Lands Act

includes: • Confined space
• Occupational Health and Safety
• Duty of care
• Australian Standards
• Company policies and procedures

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DRTOG27B Conduct pre-spud operations

Communication channels • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions
• Intranet or internet

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

Equipment includes: • Drilling rig and components

• Instrumentation
• Tubulars
• Mud system and auxiliary equipment

Operational instructions • Drilling parameters to be maintained

include: • Mud density
• Casing depths

Working practices include: • Pre-safety check

• Pre-spud check
• Individual operation
• Team operation
• Use of personal protective equipment
• Consideration of H 2S and other toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies
• Emergency disconnect sequence

Remedial actions taken to • Corrective action request against procedures

deal with errors, omissions • Alter Job Safety Analysis (JSA) to include improved
and shortages include: procedures

Communication skills • Meeting skills

include: • Negotiation skills

Records to be maintained • Damage reports

include: • Casing tallies
• Pre-spud operational reports

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DRTOG27B Conduct pre-spud operations

Documents to be read and • Load schedules

interpreted include: • Operating procedures
• Forms
• Government specifications

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Safety and Job Safety Analysis (JSA)
• Application of operators drilling program
• Shared crew responsibility
• Rig operation
• Communication - oral and written

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

Resource implications This unit requires access to an operational rig.

Consistency in Evidence should be available of the ability to perform this

performance competency under a range of conditions.

Context of assessment Assessment should focus on evidence arising form the

workplace.

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DRTOG28B Conduct drilling operations

DRTOG28B Conduct drilling operations

Unit Descriptor This unit covers the conduct of drilling operations in onshore/offshore
drill rig installations. Responsibilities include team communication and
monitoring operation and team performance.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a core unit.

• Units replaced: DRTOG28A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Prepare for operations 1.1 Discuss and confirm drill program requirements with crew
members.
1.2 Communicate emergency response and Occupational
Health and Safety requirements, including the possibility
of wellbore influx and well control, to crew members.
1.3 Check, clean and lubricate equipment, including mud
riser/conductor/connections and rectify and report faults.
1.4 Check tool requirements and assembled in wellhead area.

2. Commence drilling 2.1 Double-check drilling program requirements to ensure

operations. safe operations.
2.2 Undertake surface hole drilling in accordance with Job
Safety Analysis (JSA) and drilling program, and confirm
with operator's representative.
2.3 Commence intermediate and main hole drilling operations
in accordance with Job Safety Analysis (JSA) and drilling
program.
2.4 Monitor, maintain and record drilling parameters in line
with drilling program.
2.5 Calculate and maintain kill sheet requirements and carry
out and record integrity tests in line with drilling program.
2.6 Maintain accurate tubular tallies.
2.7 Inspect and prepare casing running tools and casing for
operation.
3. Maintain drilling 3.1 Undertake cementing preparations in accordance with
operations. operator's instructions and company procedures.
3.2 Run casing and prepare for cementing in accordance with
job safety analysis, and cement in accordance with well
engineering prognosis.
3.3 Undertake preparations, and give assistance in drilling
stem tests and logging and coring operations.
3.4 Instruct crew on safe core recovery procedures.
3.5 Put arrangements in place for nippling-up and drilling out.

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DRTOG28B Conduct drilling operations

4. Drill intermediate and/or 4.1 Confirm drilling program/timing schedule and comply with
main holes. procedures.
4.2 Check equipment and tools for sizing and integrity with
faults being rectified/reported.
4.3 Maintain hole within deviation limits.
4.4 Adhere to sound drilling and safety practices during
nippling-up and pressure testing operations.
5. Prepare for hole 5.1 Confirm program for completion or abandonment with
abandonment. operator representative.
5.2 Check tools/equipment for integrity and record and report
faults.
5.3 Complete appropriate communication and recording
requirements to regulations and company
policies/procedures.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Operate rig in a safe and productive manner
• Delegate work to individuals according to established levels of skill
• Administer effective communication skills - oral and written
• Troubleshoot and problem solve
• Forward planning in preparation of changing circumstances/contingencies
• Use a calculator and convert from metric to imperial measurements
• Shut down the rig in an emergency and coordinate an orderly evacuation if necessary

Required knowledge:
• Rig components
• Rig specifications
• Downhole knowledge
• Types of mud available
• Rigging and slinging
• Rig maintenance procedures
• Evacuation procedures

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Pre-job requirements

include: • Pre-tour safety meeting
• Safety meeting/briefing
• Handover with oncoming driller

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DRTOG28B Conduct drilling operations

Operator equipment • Wellhead equipment

includes: • Casing centraliser and nails
• Thread lubricant
• Cement plugs
• Cement mix chemicals

Communication channels • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions
• Intranet and internet

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

Remedial action includes: • Alteration to drilling program as approved by operator's

representative via operator company head office

Operational instructions • Job Safety Analysis (JSA)

include: • Manufacturer's guidelines
• Company policies and procedures
• Environmental guidelines

Records to be maintained • Tour sheet

include: • API metric tour report
• Killsheet
• Incident report form
• Drilling line record sheet
• Shut-in procedures
• Weekly safety meeting report
• Pre-tour safety meeting report
• Warning/counselling record
• Equipment damage report

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DRTOG28B Conduct drilling operations

Documents to be read and • Specifications

interpreted include: • Operator's instructions
• Drilling program
• Technical information
• Petroleum Act
• Industry regulations
• Government requirements
• Daily pre-tour checklist
• Daily pre-drilling checklist
• Job Sheet Analysis (JSA)
• API RP 53
• API RP 59 (if applicable)
• Site specific manual

Calculations to be carried • Quantities

out include: • Up-hole velocity
• Specific gravity
• Volumes and capacities
• Pressure calculations

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Safe drilling operations
• Accuracy in adhering to the operator's wishes as outlined
in the drilling program
• Forward planning
• Logistical preparation
• Hazard identification
• Communications
• Metric/imperial measurement conversion
• Accurate application of all calculations and
measurements
• Rig shut down/emergency procedures

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

Resource implications This unit requires access to an operational rig.

Consistency in Evidence should be available of the ability to perform this

performance competency under a range of conditions.

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Context of assessment Assessment should focus on evidence from the workplace.

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DRTOG29B Perform drilling calculations and reporting

DRTOG29B Perform drilling calculations and reporting

Unit Descriptor This unit covers carrying out drilling calculations and reporting on
onshore/offshore drill rig installations. This unit can be co-assessed
with other units.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a core unit.

• Units replaced: DRTOG29A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Comply with drilling 1.1 Apply correct methods for completing the Daily Drilling
reporting requirements. Report Forms.
1.2 Undertake incident investigations/evaluations in
accordance with regulations and company
policies/procedures and report correctly.
1.3 Investigate report and record Drilling Line Wear
(ton-miles) program in accordance with regulations and
company policies/ procedures.
1.4 Read and interpret a 24 hour drilling recorder chart to
determine and pre-empt problems before they occur.
1.5 Translate affirmative accident prevention strategies
following observed hazard identification.

2. Document safety meeting 2.1 Conduct pre-tour safety meeting using 5-minute safety
outcomes. topics as a guide and record proceedings in accordance
with company/regulatory requirements.
2.2 Identify and record unsafe practices/work areas and
discuss, adopt and record accident prevention measures.
2.3 Complete weekly safety meeting reports and submit to
appropriate officers.
2.4 Undertake counselling sessions with employees and
document in accordance with regulations and company
policies/ procedures.
3. Complete safety reporting 3.1 Complete Safety Inspection Report on
procedures. equipment/procedures in accordance with regulations and
company policies/ procedures.
3.2 Minute equipment shortcomings, accurately complete
equipment damage reports and submit to appropriate
company officers for actioning.
3.3 Complete casing/tubing tally sheets accurately and submit
to appropriate company officers.

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DRTOG29B Perform drilling calculations and reporting

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Maintain neat legible and accurate documents
• Use a calculator
• Conduct a meeting
• Report orally and in writing in a clear, concise manner
• Good man management skills
• Negotiate effectively in a range of situations
• Carry out an investigation and complete reporting requirements
• Complete a range of reports/forms

Required knowledge:
• Industry standard qualifications
• Knowledge of rig equipment
• IADC Rotary Drilling Modules
• A range of complex numerical calculations and measurements
• The range of documentation and their use
• Safety policy statement
• Counselling techniques
• Conflict resolution skills
• Statutory requirements (e.g. PSLA, Duty of care, Australian Standards)

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Safety briefing/induction

include: • Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include but are not limited to-
• company
• facility
• client

Statutory adherence • (PSLA) Petroleum Submerged Lands Act

include: • Duty of care
• Australian Standards

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DRTOG29B Perform drilling calculations and reporting

Communication channels • Drilling reports (IADC - API Daily Drilling Reporting

include: Requirements)
• Two-way radio
• Hand signals
• Telephone
• Double address system
• Written work instructions
• Intranet and internet

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

Working practices include, • Individual operation

but are not limited to: • Team operation
• Use of personal protective equipment
• Consideration of H 2S and other toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Compliance to drilling program and reporting
requirements (IADC - API Daily Drilling Reporting
Requirements)
• Application of all calculations and measurements required
• Ability to convert from metric to imperial and vice versa
• Knowledge and application of all required formulae
• Ability to complete required documentation accurately
and legibly
• Effective communication in spoken/written form (e.g.
reporting)
• Industry qualifications (ie: IWCF, IAWC, IADC Well Cap,
Well Control)

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

Resource implications This unit requires access to an operational rig.

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DRTOG29B Perform drilling calculations and reporting

Consistency in Evidence should be available of the ability to perform this

performance competency under a range of conditions.

Context of assessment Assessment should focus on evidence produced in the

workplace.

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DRTOG30C Carry out well control and blowout prevention

DRTOG30C Carry out well control and blowout

prevention
Unit Descriptor This unit specifies the competency required to carry out well control and
blowout procedures. It includes the minimum criteria for competency
assessment of well control and blowout prevention.
The unit covers managing well control strategies; the assessment,
operation, testing and maintenance of well control equipment; the
application of well control procedures; and the preparation of records
and reports.
Employability Skills This unit contains employability skills.
Application of the Unit This is a drilling unit of competency specifying the outcomes and
safe work practices which should be applied by people carrying
out well control and blow out activities related to onshore/offshore
and coal seam methane drilling.
• Units replaced: DRTOG30A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Manage well control 1.1 Identify hazards, and assess and manage risks
strategies. associated with well control operations under varying
working conditions
1.2 Identify and adhere to the statutory requirements for
well control
1.3 Calculate mud weight, pressure losses, drill stem and
annular volumes, MAASP and initial and final circulating
pressures
1.4 Identify interpret and respond to the early warning signs
of kicks and well going under-balance while drilling
1.5 Recognise kick indicators and apply kick detection
methods and responses during well control operations

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DRTOG30C Carry out well control and blowout prevention

2. Assess well control 2.1 Describe and apply purpose, use and relationship
equipment and report and between equipment, indicators, counters and detection
record faults. systems.
2.2 Identify flow paths for normal drilling operations and well
control from appropriate sources.
2.3 Identify, confirm and apply pressure testing techniques.
2.4 Demonstrate well shut-in procedures.
2.5 Describe functions of the key componentry operational
during a shut-in procedure prior to operations.
2.6 Identify, explain and apply well-control testing procedures
and principles in accordance with company/regulatory
requirements.
2.7 Describe and demonstrate correct installation,
maintenance, wear and replacement of equipment.
2.8 Carry out function and pressure testing procedures in
accordance with company/regulatory requirements.
2.9 Perform primary equipment failure well shut-in procedures
in accordance with company/regulatory requirements.
2.10 Understand and apply components of the industry
regulation and government requirements related to well
control and prevention during operations.
3. Apply well control 3.1 Brief crew on well control procedures
procedures 3.2 Identify and apply appropriate pre-recorded information.
3.3 Check, read, interpret and record pressures and gauges
and undertake corrective action.
3.4 Apply operational instructions
3.5 Identify, verify and apply well control working practices
3.6 Determine and apply well kill procedures
3.7 Demonstrate correct application of trip kill sheet data and
well-closure procedure when dealing with influx and
shutting in a well while tripping/drilling.
3.8 Calculate hydrostatic head at specific depths, and apply
correct procedure when observing loss of circulation.
3.9 Monitor and control swabbing and surging
3.10 Perform correct tripping methods and tests in accordance
with company/regulatory requirements.
3.11 Apply stripping methods in accordance with operating
requirements.
3.12 Apply recording and reporting procedures in accordance
with regulations and company policies/procedures
3.13 Manage and communicate with crew during well control
incident

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DRTOG30C Carry out well control and blowout prevention

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
Specific skills are required to achieve the performance criteria of this unit, particularly for their
application in the variety of circumstances in which this unit may be applied.
This includes the ability to carry out the following, as required, for safe well control and blow
out prevention practices:
• working in a team
• taking measurements such as:
• penetration rate
• rotary torque
• pump pressure
• making calculations and estimations such as:
• pressure
• density
• volume
• height
• velocity
• length
• weight
• interpreting gauges, graphs
• detecting kick warning signs and indicators
• completing trip sheets
• completing kill sheets

Required knowledge:
Specific knowledge is required to achieve the performance criteria of this unit, particularly for
its application in the variety of circumstances in which this unit may be applied.
This includes knowledge of the following as required for safe well control activities.
• risk management related to well control
• well control procedures and their application
• function, operation, maintenance and use of well control and auxiliary equipment
• causes, effects and response to equipment failures
• drilling parameters and their interpretation
• measuring and testing device purpose and operation
• calculations necessary for well control procedures
• kick detection warnings and indications and the responses to them
• kill methods and procedures
• managing well control crew requirements
• well control emergency drills
• effects of swabbing and surging
• pressure concepts and effects
• formation integrity
• influx parameters
• safe well shut-in procedures
• tripping requirements and techniques
• constant bottom hole pressure method
• BOP closing unit
• type, format and implementation of well control documentation

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DRTOG30C Carry out well control and blowout prevention

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Hazards may include: •

blow out gas to surface

• ignition of gas
• toxic gases
•
pressurised coal seam gas system

Working conditions may • night time operations

include: • day time operations
• hot climates
• cold climates
• snow
• wet weather conditions
• high wind

Statutory requirements • (PSLA) Petroleum Submerged Lands Act (offshore only)

may include: • Duty of care
• Australian Standards
• API RP 53
• Petroleum Act
• state-based regulatory requirements

Early warning signs may • rate of penetration trends

be: • drilling break
• trends shown in torque/drag

Kick indicators may • flow from wells (pump off)

include: • increase in flow from well (pumps on)
• pit volume gain

Equipment may include: • mud system

• blow out preventer
• manifolds and chokes
• accumulator
• degassers
• monitors
• diverters

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DRTOG30C Carry out well control and blowout prevention

Briefings may include: • time of well shut-in

• initial shut-in pressures
• kill sheets
• stage of kill
• type of kill procedure employed
• status of well control equipment
• flow path for well control method
• safety briefing/induction
• pre-tour safety meeting
• weekly safety meetings
• Job Safety Analysis (JSA)
• agreed procedures including:
• company
• facility
• client

Corrective actions may • changing over pumps in the event of primary pump failure
include: • using secondary choke in the event of primary choke
failure
• using alternate preventer in the event of primary failure or
using preventers in combination if more than one installed
• running accumulator emergency backup in case of
primary failure

Operational instructions • type of kill procedure to use

may include: • type of shut-in procedure to use
• action to be taken in the event of approaching MAASP
• monitoring pit levels

Working practices may • confirmation of shut-in

include: • monitoring of shut-in pressures
• monitoring of accumulator pressures
• correct SPM to be maintained during kill
• monitoring pump efficiency
• individual operation
• team operation
• use of personal protective equipment
• consideration of H 2S and other toxic substances
• consideration of flammables and ignition sources
• maintaining continuous communication
• reacting to on-site emergencies

Swabbing and surging • well and pipe geometry

may be affected by: • well depth
• fluid characteristics
• hole conditions and formation properties
• tool pulling and running speeds
• BHA configuration

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DRTOG30C Carry out well control and blowout prevention

Recording and reporting • specifications

documents may include: • operator's instructions
• drilling program
• technical information
• relevant legislation
• industry regulations
• government requirements
• daily pre-tour checklist
• daily pre-drilling checklist
• AP RP 53
• tour sheet
• tour reports and drilling logs
• kill sheet
• incident report form
• drilling line record sheet
• shut-in procedures
• weekly safety meeting report
• warning/counselling record
• equipment damage report

Managing crew during • informing subordinates of their roles and responsibilities

well control incident may in a well control situation
include: • observing and reacting on the performance of
subordinates that falls below acceptable levels
• assessing crew performance to ensure competent
handling of well control situations
• communicating potential problems to the crew and taking
necessary actions
• instructing the crew to take up their assigned positions
during well kill
• allocating personnel assignments to increase the fluid
density and handle the resulting increased volumes
during the well kill

Communication • two-way radio

channels may include: • hand signals
• telephone
• public address system
• written work instructions
• internet and intranet

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DRTOG30C Carry out well control and blowout prevention

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Overview of Assessment • To demonstrate competence in this unit a person must be

able to provide evidence that they can successfully and
safely carry out well control and blowout operations to the
site/organisation rules and procedures.
• Assessment will need to be contextualised for different
types of well control and blowout operations, equipment
and sites.

Critical aspects of The evidence required to demonstrate competency in this unit

assessment and evidence must be relevant to worksite operations and satisfy all of the
required to demonstrate requirements of the Performance Criteria, Required Skills and
competency in this unit
Knowledge of this unit and include evidence of the following:
• compliance with legislative and regulatory requirements
• installation, operation, testing, monitoring and
maintenance of well control equipment
• response to equipment failure to maintain safety and well
integrity
• recognition and response to kick warning signs and
indicators
• shutting-in a kicking well
• carrying out well control procedures
• completing documentation legibly and accurately
• accurate application of calculations and measurements
• response to and management of crew during a well
control incident

Context of, and specific • The application of competency is to be assessed in the

resources for assessment workplace.
• Assessment is to occur under standard and authorised
work practices, safety requirements and environmental
constraints.
• Assessment of essential underpinning knowledge, other
than confirmatory questions, may be conducted in an
off-site context.
• Assessment is to comply with relevant regulatory or
Australian Standards requirements.
• The following resources should be made available:
• workplace location;
• equipment, materials and personnel relevant to
conducting well control and blowout operations;
• specifications and work instructions.

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DRTOG30C Carry out well control and blowout prevention

Methods of assessment • Assessment must satisfy the endorsed Assessment

Guidelines of the relevant Training Package.
• Assessment methods must confirm consistency and
accuracy of performance together with application of
required knowledge.
• Assessment can be by direct observation of tasks with
questioning on required knowledge, by verification by
third parties, or any valid method of collecting evidence of
competency..
• Assessment methods must confirm the ability to access
and correctly interpret and apply the essential required
knowledge.
• Assessment should be applied under work related
conditions and require evidence of process.
• Assessment must confirm a reasonable inference that
competency is able not only to be satisfied under the
particular circumstance, but is able to be transferred to
other circumstances.
• Assessment may be in conjunction with assessment of
other units of competency as required by the job.

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DRTOG31B Shut down rig

DRTOG31B Shut down rig

Unit Descriptor This unit covers shutting down the rig on an onshore drill rig installation
within a team context.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a sector specific unit.

• Units replaced: DRTOG31A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Prepare to shut down rig. 1.1 Receive, interpret and apply rig manager's shutdown
instructions including preparations for return of rental
equipment.
1.2 Receive and follow equipment maintenance/servicing
requirements.

2. Rig-out to stack. 2.1 Make preparations to move and/or stack rig in accordance
with procedures for each rig.
2.2 Undertake rig-out to stack in accordance with regulations
and company policies/procedures.
2.3 Apply and comply with all Occupational Health and Safety
and security strategies during rig-out operations.
2.4 Complete all reports and records and submit to
appropriate personnel.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Delegate
• Administer good communication skills
• Problem solve
• Plan for all circumstances
• Oversee rigging operations

Required knowledge:
• Truck weight restrictions
• Rig specifications
• Forklift operations and limitations when supervising operations
• Permit requirements

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DRTOG31B Shut down rig

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Handover with oncoming driller

include: • Safety briefing/induction
• Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include but are not limited to--
• company
• facility
• client

Statutory adherence • Local authorities

include: • Permits

Communication channels • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions
• Internet and intranet

Rental equipment • Non-magnetic drill collars

includes: • String stabilisers
• Stabiliser inserts
• Drill bits
• Accommodation and/or office facilities
• Personnel entertainment equipment

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

Operational instructions • Shut down list

include: • Company policies and procedures
• Environmental guidelines
• Load list
• Vehicle escort guidelines
• Permit guidelines

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DRTOG31B Shut down rig

Documents to be read and • Shut down lists

interpreted include: • Maintenance lists
• Manufacturer's specifications
• Site requirements
• Company policy
• Safety procedures shut
• Job Safety Analysis (JSA)
• Relevant safety alerts

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Rig shutdown procedures
• Service/repair scheduling and procedures
• Permit requirements
• Rig specifications
• Ability to complete required documentation legibly,
accurately and within the specified time frame
• Application of required calculations
• Effective communication in spoken and/or written form
with crew, rig manager, operator and other personnel as
required

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

Resource implications This unit requires access to an operating rig.

Consistency in Evidence should be available of the ability to perform this

performance competency under a range of conditions.

Context of assessment Assessment should focus on evidence produced in the

workplace.

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DRTOG32B Participate in nippling-up and pressure test

DRTOG32B Participate in nippling-up and pressure test

Unit Descriptor This unit covers nippling-up and pressure testing when rigging up on an
onshore/offshore drill rig installation and is carried out in a team
context.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a core unit.

• Units replaced: DRTOG32A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Commence nippling-up 1.1 Check and adjust casing bowl and position level as
operations. required.
1.2 Perform BOP test as per operator's written instructions.
1.3 Carry out rig-up to drill-out operations in accordance with
parameters and specifications.
1.4 Apply correct methods and safety cautions when drilling
out.
1.5 Carry out pressure tests prior to drilling out and record in
tour book.

2. Pressure testing during 2.1 Confirm pressure test program/timing and comply with
intermediate and/or main procedures.
holes 2.2 Check cup testers and plugs for sizing and integrity.
2.3 Monitor and maintain stack within deviation limit.
2.4 Adhere to safety practices during pressure test operations.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Manage and monitor rippling up and pressure testing within a team environment
• Delegate
• Administer good communication skills
• Problem solve
• Plan for all circumstances
• Use hand tools correctly

Required knowledge:
• High pressure lines requiring pressure testing
• Understanding of test equipment
• Testing procedures
• Operations of a hydraulic torque wrench
• Rig maintenance procedures

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DRTOG32B Participate in nippling-up and pressure test

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Pre-job

include: • Pre-tour
• Safety meeting
• Handover with oncoming driller

Statutory adherence • Petroleum Submerged Lands Act (PSLA)

includes: • Duty of care
• Australian Standards

Communication channels • Two-way radio

may include: • Hand signals
• Telephone
• Public address system
• Written work instructions
• Internet and intranet

Equipment includes: • Gaskets

• Hand tools
• Wrenches
• Cleaning materials

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

Operational instructions • Manufacturer's guidelines

include: • Company policies and procedures
• Environmental guidelines
• Statutory compliance/regulations

Records to be maintained • Results of pressure testing

include: • Other test results as required
• Hazard observation reports

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DRTOG32B Participate in nippling-up and pressure test

Documents to be read and • Operator's instructions

interpreted include: • Government regulations
• Specifications
• Drilling program
• Occupational Health and Safety documents
• Material safety data sheets
• Job Safety Analysis (JSA)
• Relevant safety alerts

Range of numerical • Volume

calculations may include: • Quantities
• Mass
• Weight
• Length
• Pressure
• Using calculator if required
• Using estimating skills (e.g. mental arithmetic,
visualisation of size and quantity)
• Basic geometry (e.g. interpreting depth, direction, angles)
• Use of metric and imperial and conversion between the
two

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of • Ability to carry out, nippling-up and pressure testing in

evidence to be considered accordance with operator's written instructions
• Ability to apply Occupational Health and Safety
regulations to nippling-up and pressure testing
• Ability to manage team operations
• Ability to complete required documentation legibly,
accurately and within the specified time frame
• Accurate application of required calculations and
measurements
• Ability to convert from metric to imperial and vice versa
• Effective communication in spoken and/or written form
with crew, rig manager, operator and other personnel as
required

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

Resource implications This unit requires access to an operating rig.

Consistency in Evidence should be available of the ability to perform this

performance competency under a range of conditions.

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DRTOG32B Participate in nippling-up and pressure test

Context of assessment Assessment should focus on evidence produced in the

workplace.

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DRTOG33B Maintain drilling rig communications systems

DRTOG33B Maintain drilling rig communications systems

Unit Descriptor This unit covers the maintenance of the rig communications system to
ensure safe operating conditions for all personnel in onshore/offshore
drill rig installations.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a core unit.

• Units replaced: DRTOG33A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Conduct crew meetings. 1.1 Receive and interpret information on special procedures
and hazardous operations.
1.2 Inform crew of precautions and hazards and instruct on
safety techniques and applications.
1.3 Reinforce emergency procedures with crew members
being assigned specific responsibilities.
1.4 Conduct BOP drills with new and existing crew members,
in accordance with regulations and company
policies/procedures.

2. Apply correct 2.1 Obtain, interpret and apply operator procedures and check
communication strategies. further instructions received in writing before
implementation.
2.2 Check drilling program procedures and operating
conditions and report changes to the rig manager and
operator's representative.
2.3 Apply correct handover/tour book procedures before,
during and following shift.
2.4 Complete all documentation/reports including tour book
and daily procedures accurately and in line with
government regulations and company policies/procedures
and submitted to appropriate personnel.

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DRTOG33B Maintain drilling rig communications systems

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Communicate concisely both written and verbally, using appropriate computer
technology
• Deal with cultural diversity
• Manage people and conduct training sessions both individually and groups
• Write neat and legibly
• Interpret and apply instructions and procedures
• Problem solve and research issues
• Resolve conflict and negotiate agreed team outcome

Required knowledge:
• Job Safety Analysis (JSA)
• Material Safety Data Sheet (MSDS)
• Operating Procedures
• Emergency procedures
• Rig layout and components
• Man management
• Non-routine drilling operation
• Normal drilling operation

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Safety briefing/induction

include: • Pre-tour safety meeting
• Operator requirements
• Emergency procedures
• Muster points
• Importance of magna
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include but are not limited to-
• company
• facility
• client

Statutory adherence • (PSLA) Petroleum Submerged Lands Act

include: • Job Safety Analysis (JSA)
• Company policies
• Occupational Health and Safety
• Drilling program
• Duty of care
• Australian Standards

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DRTOG33B Maintain drilling rig communications systems

Communication channels • Previous shift reporting

include: • Written and/or verbal instructions and operating
procedures
• Equipment/machine tagging procedure
• Two-way radio and radio network
• Hand signals
• Satellite phones
• Public address system
• Internet and intranet

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

Equipment includes: • Personal protective equipment

• Portable fire equipment
• Rig tool
• Safety equipment
• Associated BOP equipment

Operational instructions • Company policies and procedures

include: • Job Safety Analysis (JSA)
• Hazard sheet
• Material Safety Data Sheet (MSDS)
• Occupational Health and Safety policies
• Operator policies and procedures

Working practices • Individual operation

included: • Team operation
• Use of personal protective equipment
• Consideration of H 2S and other toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies
• Safe working practices

Communication occurs • Crew

between: • Management
• Clients
• Immediate supervisor
• Service and supply companies

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DRTOG33B Maintain drilling rig communications systems

Records to be maintained • Tour sheets

include: • Pre-tour safety meeting reports
• Weekly safety meeting reports
• Rig safety audits
• Operation sheets
• Requisition forms
• Accident/incident reports
• Government reports
• Employee evaluation forms

Documents to be read and • Work schedule

interpreted include: • Manuals
• Company policy and procedure documents
• Legislation
• Operator's representative instructions
• Contracts
• Drilling program
• Completed tour sheets
• Government forms

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of • Coordinate drill rig communication systems

evidence to be considered • Ability to complete required documentation legibly,
accurately and within the specified time frame
• Effective communication skills in spoken and/or written
form with a range of personnel
• Conduct meetings and apply operating procedures within
a team context

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

Resource implications This unit requires access to an operating rig.

Consistency in Evidence should be available of the ability to perform this

performance competency under a range of conditions.

Context of assessment Assessment should focus on evidence produced in the

workplace.

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DRTOG34B Manage equipment maintenance

DRTOG34B Manage equipment maintenance

Unit Descriptor This unit covers all components of planning, costing and organising
maintenance and details the responsibilities for equipment maintenance
in onshore/offshore drill rig installations.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a core unit

• Units replaced: DRTOG34A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Check new and used 1.1 Test materials and equipment regularly.
equipment. 1.2 Monitor availability of new and used equipment.
1.3 Evaluate costs/benefits of replacing equipment, and
recommend/implement the purchase/lease of replacement
equipment.
1.4 Check stock levels and order spare parts/consumables in
accordance with company procedure.
1.5 Maintain communication between operators, company and
suppliers.
1.6 Check manufacturer's manuals/company procedures for
currency and relevancy.

2. Plan and organise 2.1 Determine type and frequency of maintenance tasks.
maintenance and 2.2 Organise equipment maintenance and service to ensure
overhauls. availability is maintained and downtime minimised.
2.3 Monitor performance of maintenance schedules and take
corrective action if necessary.
2.4 Arrange sources for obtaining back up or replacement
equipment.
2.5 Allocate personnel to carry out maintenance tasks.

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DRTOG34B Manage equipment maintenance

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Ability to check and maintain stocks
• Ability to conduct a cost benefit analysis
• Ability to order equipment/consumables
• Ability to complete reports

Required knowledge:
• Equipment and ancillary attachment characteristics, technical capabilities and limitation
• Wear parts and relative frequency of replacement
• Purpose of stock control
• Financial transactions (e.g. cash flow, cost benefit analysis)

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Safety briefing/induction

include: • Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include but are not limited to-
• company
• facility
• client

Statutory adherence • (PSLA) Petroleum Submerged Lands Act

include: • Duty of care
• Australian Standards

Communication channels • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions
• Internet and intranet

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

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DRTOG34B Manage equipment maintenance

Working practices include: • Individual operation

• Team operation
• Use of personal protective equipment
• Consideration of H 2S and other toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

Cost items include: • Plant equipment and hire

• Fuel, materials, drilling stores and bits
• Maintenance and drill string replacement

Methods for planning and • Flow charts

scheduling tasks include • Time lines/diagrams
the development of: • Planned maintenance manuals

Methods of identifying • Diagrams in makers' handbooks and other documents

spare parts and • Lists in makers' handbooks and other documents
consumables include: • Labels, bar codes etc, on items

Methods of maintaining • Two bin system

appropriate stock levels • Re-order level system
include: • Re-order cycle system
• Any of the above operating with computer assistance
• Replenishment system

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Operational safety in compliance with appropriate
legislation
• Designing and maintaining:
• checklists of materials/spares
• schedules/timelines for equipment maintenance
• an effective stock control system
• Application of estimations and calculations of time/costs
of repairing, replacing, servicing
• The ability to transfer the competency to changing
circumstances

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

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DRTOG34B Manage equipment maintenance

Resource implications This unit requires access to an operating rig.

Consistency in Evidence should be available of the ability to perform this

performance competency under a range of conditions.

Context of assessment Assessment should focus on evidence produced in the

workplace.

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DRTOG35B Maintain man management systems

DRTOG35B Maintain man management systems

Unit Descriptor This unit covers the responsibilities in analysing the structure of man
management and rig management practices in onshore/offshore drill rig
installations.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a core unit.

• Units replaced: DRTOG35A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Demonstrate sound 1.1 Apply company/site human resources strategies to crew

leadership practices. members.
1.2 Recognise workplace accomplishments in accordance
with company policies/procedures.
1.3 Develop operational protocols and convey to all crew
members.
1.4 Counsel crew members relating to their operating status
and family issues, as required.

2. Conduct on-site training. 2.1 Induct crew into job requirements.

2.2 Identify, understand and document competency
requirements of crews.
2.3 Identify knowledge/skills gaps and apply company
strategies to rectify performance issues.
2.4 Undertake, review and rectify Job Safety Analyses (JSAs)
and undertake appropriate training.
2.5 School crew members in relation to communication
techniques between the team, management and the
client.
3. Employ effective work 3.1 Apply sound planning practices to operations, in
organisation and planning. accordance with government regulations and company
policies/procedures.
3.2 Develop work schedules and communicate to crew.
3.3 Measure crew efficiencies and recognised and/or employ
strategies to rectify performance issues.
3.4 Keep and maintain appropriate personnel records.

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DRTOG35B Maintain man management systems

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Communicate at all levels
• Lead team
• Problem solve
• Interpret instructions
• Coordinate personnel
• Conduct meetings
• Perform time management
• Plan in accordance with company requirements
• Conduct training and assessment

Required knowledge:
• Different management techniques
• Cultural diversity
• Leadership styles
• Job Safety Analysis (JSA)
• Rig layout
• Company management structure and organisation charts
• Teaching/learning and assessment techniques

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Safety briefing/induction

include: • Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include-
• company
• facility
• client
• Training sessions

Statutory adherence • (PSLA) Petroleum Submerged Lands Act

include: • Duty of care
• Australian Standards
• Company policies and procedures

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DRTOG35B Maintain man management systems

Communication channels • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions
• Internet and intranet

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

Working practices include: • Individual operation

• Team operation
• Use of personal protective equipment
• Consideration of H 2S and other toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

Written records to be • Worksheets

completed include: • Forms for orientation of new employees
• Employee evaluation forms
• Employee progress charts

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Effective spoken and/or written communication skills are
demonstrated with a range of personnel and in a range of
situations
• Leadership skills
• Problem solving
• Conflict resolution
• Negotiation skills
• Training and assessing skills
• Record keeping

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

Underpinning knowledge

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Underpinning skills

Resource implications This unit requires access to a typical drilling workplace.

Consistency in Evidence should be available of the ability to perform this

performance competency under a range of conditions.

Context of assessment Assessment should focus on evidence produced in the

workplace.

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DRTOG36B Coordinate air drilling operations

DRTOG36B Coordinate air drilling operations

Unit Descriptor This unit covers coordinating air drilling operations on an onshore drill
rig installation.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This unit is sector specific.

• Units replaced: DRTOG36A

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Determine correct drilling 1.1 Identify, understand explain and apply air drilling concepts
operations. and methods, advantages and disadvantages in
accordance with company/regulatory requirements.
1.2 Identify, understand explain and apply conventional mud
drilling concepts and methods, advantages and
disadvantages in accordance with company/regulatory
requirements.
1.3 Apply air drilling and conventional mud drilling techniques.
1.4 Apply Occupational Health and Safety and emergency
procedures to air and conventional mud drilling.

2. Examine correct air drilling 2.1 Describe and demonstrate Job Safety Analysis (JSA) for
procedures. air drilling application.
2.2 Identify, explain and implement emergency response plan
for air drilling operations.
2.3 Obtain, interpret and apply pre-tour and pre-drilling
checklists.
2.4 Identify components that make up an air drilling package
and explain their use to crew members.
2.5 Identify and apply parameters to watch during operations
whilst air drilling.
2.6 Identify and secure crew numbers and expertise for air
drilling operations.
2.7 Identify and confirm conditions required to initialise the
drilling of new holes in accordance with company
procedures.
2.8 Identify and explain test procedures to crew and carry out
in accordance with company requirements.
2.9 Identify and explain tripping procedures to crew and apply
in accordance with company requirements.
2.10 Determine and implement correct communications and
record keeping procedures for air drilling operations.

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DRTOG36B Coordinate air drilling operations

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Discuss and apply drilling concepts and methods
• Apply air drilling procedures
• Explain and describe the uses of air drilling package components
• Apply emergency response procedures
• Apply Job Safety Analysis (JSA)

Required knowledge:
• Pressure volume requirements
• Air requirements
• Dust drilling
• Mist drilling
• Stiff foam drilling
• Aerated mud
• Air drilling procedures
• Emergency response
• Job Safety Analysis (JSA)

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Safety briefing/induction

include: • Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include but are not limited to-
• company
• facility
• client

Statutory adherence • (PSLA) Petroleum Submerged Lands Act

include: • Duty of care
• Australian Standards

Communication channels • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions
• Internet and intranet

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DRTOG36B Coordinate air drilling operations

Work conditions include: • Night time operations

• Day time operations
• Potential for bushfires if flaring gas
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

Working practices include • Individual operation

but are not limited to: • Team operation
• Use of personal protective equipment
• Consideration of H 2S and other toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

Documents to be read • Daily pre-tour checklists

include: • Pre-drilling checklists

Records to be maintained • Daily tour sheets

include:

Calculations to be carried • Annular velocity

out include: • Sinking/slipping velocity
• Pressure
• Flow test procedure
• Volume
• Conversion between metric and imperial
• Use of a calculator

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Accurate application of required calculations and
measurements
• Ability to convert metric to imperial and vice versa
• Air drilling concepts and methods
• Mud drilling concepts and methods
• Emergency response and Job Safety Analysis (JSA)

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

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DRTOG36B Coordinate air drilling operations

Resource implications This unit requires access to air drilling operations.

Consistency in Evidence should be available of the ability to perform this

performance competency under a range of conditions.

Context of assessment Assessment should focus on evidence produced in the

workplace.

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DRTOG37B Participate in, lead and facilitate work teams

DRTOG37B Participate in, lead and facilitate work teams

Unit Descriptor This unit covers the responsibilities in onshore/offshore drill rig
installations in leading, participating in, facilitating and empowering
work teams/groups within the context of the organisation. This
competency supports those who have a prominent part in motivating,
mentoring, coaching and developing team members and in achieving
team cohesion. This unit is based on BSXFM1404A, modified to suit
industry needs.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a core unit.

• Units replaced: DRTOG37A

• Links outside this Training Package:This unit is based on

BSXFM1404A, modified to suit industry needs.

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Participate in team 1.1 Establish clearly defined team purpose, roles,

planning. responsibilities and accountabilities within the
organisation's goals and objectives.
1.2 Ensure the team performance plan contributes to the
organisation's business plan, policies and practices.
1.3 Help the team agree to processes to monitor and adjust its
performance within the organisation's continuous
improvement policies.
1.4 Check the team includes in its plans ways in which it can
benefit from the diversity of its membership.

2. Develop team 2.1 Use open communication processes to obtain and share
commitment and information.
cooperation. 2.2 Encourage and exploit innovation and initiative.
2.3 Provide support to the team to develop mutual concern
and camaraderie.
3. Manage and develop 3.1 Support the team in making decisions within its agreed
team performance. roles and responsibilities.
3.2 Ensure the results achieved by the team contribute
positively to the organisation's business plans.
3.3 Monitor team and individual competencies regularly to
confirm that the team is able to achieve its goals.
3.4 Support team members by mentoring and coaching to
enhance their knowledge and skills.
3.5 Monitor delegates' performance to confirm that they have
completed their delegation/assignment.

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DRTOG37B Participate in, lead and facilitate work teams

4. Participate in and facilitate 4.1 Encourage and enhance team effectiveness through
the work team active participation in team activities and communication
processes.
4.2 Actively encourage individuals and teams to take
individual and joint responsibility for their actions.
4.3 Use the diversity of individual's knowledge and skills to
enhance team performance.
4.4 Support the team to identify and resolve problems which
impede its performance.
5. Record and report results 5.1 Prepare preliminary reports for management briefings.
5.2 Recognise the contribution of individuals and teams in
achieving the planned results.
5.3 Make recommendations for improving the management of
future processes/projects to individuals and teams.

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DRTOG37B Participate in, lead and facilitate work teams

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Rig operations, plant and equipment
• Team management/quality concepts
• Statutory/legal control compliance including Occupational Health and
Safety/environment
• Organisational objectives, policies/procedures
• Industrial awards/enterprise agreements
• Customer/client relations
• Organisational change and development
• Computer applications
• Negotiation techniques
• Coaching techniques

Required knowledge:
• Establish among team members a strong commitment to goals, strategies, outcomes
and priorities
• Monitor and introduce processes to improve team plans and results
• Provide leadership to the team in varying contexts and situations
• Work effectively with team members who have diverse work styles, aspirations, cultures
and perspective
• Communicate clearly and concisely with individuals and teams
• Encourage others in the team to openly propose, discuss and resolve issues
• Analyse problems and barriers to team participation, and develop appropriate strategies
for team development
• Support team members to develop skills through teamwork
• Recognise, reward, and support achievements
• Deal with conflict before it adversely affects team performance
• Participate in internal and external environments to successfully influence decisions
affecting the team
• Provide clear direction regarding the devolution of responsibility and accountability
• Provide constructive feedback to delegates to improve their performance
• Promote networking between teams for mutual benefit
• Use continuous improvement processes to enhance the quality of team performance
• Strive to achieve consensus in team decisions
• Recognise and minimise the language, literacy and numeracy barriers to team
participation

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

The team may be: • On-going

• Project-based

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DRTOG37B Participate in, lead and facilitate work teams

The team operates within: • Small, medium and large contexts

• Access and equity principles and practices
• Appropriate goals, objectives and strategies
• Best practice principles and practices
• Agreed responsibility and accountability requirements
• Complex internal and external environment
• Resource parameters

The team develops • Team members

processes to gain • Clients
feedback from: • Others within the organisation

A variety of learning • Informal and formal opportunities

strategies including: • Formal training programs
• Work-based approaches

Workplace conditions • Night time operations

include: • Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind
• Isolated sites

Records to be maintained • Daily tour reports

include: • Requisition forms
• Weekly reports of site activities
• Occupational Health and Safety requirements

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Team-based work organisation principles and practices
• Human resource management
• Site resource capabilities
• Organisational policies and procedures

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

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DRTOG37B Participate in, lead and facilitate work teams

Resource implications This unit requires access to a typical drilling industry

workplace.

Consistency in Evidence should be available of the ability to perform this

performance competency under a range of conditions.

Context of assessment Assessment should focus on evidence produced in the

workplace.

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DRTOG38B Manage rig operations

DRTOG38B Manage rig operations

Unit Descriptor This unit covers the responsibilities in preparing rig operations on an
onshore drill rig installation.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a core unit.

• Units replaced: DRTOG38A

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Carry out rig preparation. 1.1 Obtain copy of well program for next well from company
representative or office prior to moving on to lease.
1.2 Read and interpret well program and check all necessary
contractor-supplied equipment availability and rectify
anomalies.
1.3 Check for casing discrepancies or obvious mistakes and
take corrective action.
1.4 Liaise with company representative if changes are
required to program.
1.5 Inform office of all required or possible changes to
program.

2. Establish lease. 2.1 Obtain lease details and locate and inspect lease.
2.2 Inform construction company of lease details including all
infrastructure arrangements.
2.3 Make contact with owners and statutory bodies to ensure
compliance with regulations.
2.4 Establish, check and communicate directions to lease.
2.5 Establish right-of-way to lease, identify, rectify potential
problems and communicate to appropriate personnel, third
parties and regulators.
2.6 Establish camp location, check infrastructure/safety
arrangements and rectify, if required.
2.7 Check supply sources and expendables and make
adjustments, if required.
2.8 Establish medical aid and medivac procedures and
communicate to personnel and appropriate authorities.
2.9 Organise camp supplies prior to camp set-up and make
necessary arrangements for transporting of requisites, if
required.
2.10 Put in place rubbish/waste disposal arrangements.

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DRTOG38B Manage rig operations

3. Communicate and report 3.1 Confirm lease establishment information with appropriate
outcomes. personnel, third parties and regulators and submit reports.
3.2 Review, update and implement contract information for
pre-well preparation.
3.3 Report new lease data to appropriate officers using
correct reporting strategies.
3.4 Review and amended shut down procedures and if
required communicated to relevant parties.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Carry out and manage rig operations
• Communicate in written and verbal forms at all operating levels
• Plan and organise
• Work with others
• Solve logistic problems
• Establish and report new lease arrangements

Required knowledge:
• Rig loading
• Spotting loads
• Rig up procedures
• Safety procedures
• Man management skills
• Lease preparation
• Logistics

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Well program

include: • Stacking procedure
• Start-up procedure (if rig was previously stacked )
• Outstanding orders (if rig was previously stacked )
• Occupational Health and Safety/environmental plan
• Safety briefing/induction
• Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include but are not limited to-
• company
• facility
• client

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DRTOG38B Manage rig operations

Statutory adherence • Road permits

includes: • Environmental concerns
• Heritage concerns
• Operator environment plan
• (PSLA) Petroleum Submerged Lands Act
• Duty of care
• Australian Standards
• Company policies and procedures

Communication channels • Hand signals

include: • Telephone
• Public address system
• Computer
• Fax
• Face to face
• Written documentation
• Two way radio and radio network
• Satellite phones
• Internet and intranet

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

Equipment includes: • Rig and camp

• Trucks
• Vehicles
• Cranes/forklift/winch trucks
• Backhoe/digger

Operational instructions • Start up procedures

include: • Safety procedures
• Medical contacts/emergency contacts
• Medivac etc.

Working practices include: • Safe working practices

• Rig up procedures
• Working with trucks, cranes, winch trucks and forklift
• Individual operation
• Team operation
• Use of personal protective equipment
• Consideration of H 2S and other toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

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DRTOG38B Manage rig operations

Remedial action taken to • Consultation

deal with errors, omissions • Minder system
and shortages include: • Warning letter
• Termination

Communication occurs • Crew

between: • Management
• Construction company
• Operator's representative
• Company representative
• Suppliers
• Ambulance service
• Doctors/medicos

Records to be maintained • Daily drilling report

include: • Equipment damage/failure report
• Material requisition form
• Plant movement advice
• Materials and services received (report)
• Gas bottle returns
• Third party hire and monthly stock lists
• Change over notes
• Employee time sheets
• Meal and bed sheet
• Fire extinguisher checklist
• Monthly tubular summary

Documents to be read and • Company policy and procedure documents

interpreted include: • Legislation
• Operator's representative instructions
• Contracts
• Drilling program
• Shut down lists
• State and Territory Petroleum Acts
• Environmental Protection Act
• Site specific manuals
• Quality Assurance (QA) manual
• Transport manifest

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EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Rig moving
• Rig up
• Spudding
• Ability to complete required documentation legibly,
accurately and within the specified time frame
• Effective spoken and/or written communication skills are
demonstrated with a range of personnel and in a range of
situations

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

Underpinning knowledge

Underpinning skills

Resource implications This unit requires access to an operating rig.

Consistency in Evidence should be available of the ability to perform this

performance competency under a range of conditions.

Context of assessment Assessment should focus on evidence produced in the

workplace.

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DRTOG39B Plan and evaluate rig operations

DRTOG39B Plan and evaluate rig operations

Unit Descriptor This unit covers planning and evaluating onshore/offshore rig
operations in line with Occupational Health and Safety legislation and
environmental regulations. This competency supports promoting and
monitoring of workplace practices.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a core unit.

• Units replaced: DRTOG39A

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Comply with 1.1 Receive and interpret State/Territory/Federal Petroleum

legislative/company Acts and implement appropriate policies/procedures for rig
requirements. operations.
1.2 Examine, interpret and apply State/Territory/Federal
Environmental Protection Acts to rig operations.
1.3 Identify financial/insurance implications of
non-conformance and notify appropriate
personnel/authorities.

2. Establish risk 2.1 Identify role and legal responsibilities of rig managers,
management strategies. supervisors and personnel and put appropriate measures
in place to manage such responsibilities.
2.2 Examine use of regulations, codes of practise and specific
site manuals and implement appropriate processes.
2.3 Make arrangements to provide information in a language,
style and format which is understood by all parties.
2.4 Understand audit of potential workplace hazards, evaluate
findings and implement correct control measures and
communicate to personnel and appropriate authorities.
2.5 Establish communication and on-site meeting processes
for resolving safety issues and communicate to personnel
and appropriate authorities.
2.6 Evaluate rig performance and discuss with client and
review operational requirements and implement changes if
required.
2.7 Identify and implement coaching and mentoring
arrangements and design appropriate training strategies
to rectify performance issues.

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DRTOG39B Plan and evaluate rig operations

3. Implement rig safety 3.1 Identify and implement communication requirements and
compliance system. communicate to all parties.
3.2 Identify and demonstrate radio communication strategies
and reporting techniques to all parties.
3.3 Monitor, adjust and report health, safety and
environmental performance to appropriate
personnel/authorities.
3.4 Maintain systems, records and reporting procedures in
accordance with company and/or organisational/legislative
requirements.
3.5 Investigate non-conformances and report and deal with
according to company and/or legislative requirements.
3.6 Implement workplace measures to ensure that
non-conformance is not repeated.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Apply and monitor rig performance in line with regulatory requirements
• Communicate verbal and written instructions/outcomes at all operating levels
• Apply appropriate software applications
• Identify, assess, control and report hazards/situations
• Maintain monitoring systems
• Counsel personnel

Required knowledge:
• Petroleum Act
• Environmental Protection Act
• Occupational Health and Safety Act
• Confined space entry
• Investigation procedures
• Evaluation techniques
• Reporting techniques
• Monitoring systems

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DRTOG39B Plan and evaluate rig operations

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Outstanding environmental incident reports

include: • Rig manager handover notes
• Permit to work register
• Safety review committee
• Safety briefing/induction
• Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include but are not limited to-
• company
• facility
• client

Statutory adherence • Occupational Health and Safety

includes: • Environmental Protection Act
• Workcover
• Confined space entry legislation
• (PSLA) Petroleum Submerged Lands Act
• Duty of care
• Australian Standards
• Company policies and procedures

Communication channels • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions
• Internet and intranet

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

Equipment includes: • Gas detection equipment

• Radio
• Satellite phone-up unit
• Satellite earth station
• Computer

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DRTOG39B Plan and evaluate rig operations

Operational instruction • Adhering to environmental plan

include: • Hazard identification

Working practices include: • Hazard control and reporting

• Job task coordination
• Individual operation
• Team operation
• Use of personal protective equipment
• Consideration of H 2S and other toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

Remedial action taken to • Corrective action request against a procedure

deal with errors, omissions • Inclusion of errors, omissions and shortages in morning
and shortages include: reports
• Direct communications with supervisor

Documents to be read and • Occupational Health and Safety Legislation

interpreted include: • Codes and standards
• Company policies and procedures
• Organisational requirements
• Environmental management
• Risk management techniques/strategies
• Insurance policies
• Quality Assurance (QA) manual

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Assess and rectify rig performance
• Knowledge of legislative framework and implementation
strategies
• Productivity
• Effective spoken and/or written communication skills are
demonstrated with a range of personnel and in a range of
situations
• Safety record
• Implement, monitor, maintain and rectify
non-conformance for Occupational Health and Safety and
environmental management
• Risk management strategies
• Workplace hazard audit/reporting procedures

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DRTOG39B Plan and evaluate rig operations

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

Resource implications This unit requires access to an operational rig.

Consistency in Evidence should be available of the ability to perform this

performance competency under a range of conditions.

Context of assessment Assessment should focus on evidence produced in the

workplace.

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DRTOG40B Oversee drilling operations

DRTOG40B Oversee drilling operations

Unit Descriptor This unit covers the responsibility of overseeing drilling operations in
offshore drill rig installations.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a sector specific unit.

• Units replaced: DRTOG40A

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Organise drilling of 1.1 Obtain copies of contract and well program, check and
surface hole. implement strategies designed and communicate to all
parties.
1.2 Obtain and check correct equipment and tools are on
hand for surface hole operations.
1.3 Check integrity of equipment and prepare/inspect casing
and joints for damage.
1.4 Liaise with service companies to rectify faults.
1.5 Ensure that appropriate equipment and personnel are on
hand for casing.

2. Supervise and participate 2.1 Organise equipment and nippling-up requirements for
in nippling up (N/U) and drilling out.
pressure testing. 2.2 Ensure pressure testing of all BOP equipment is carried
out.
2.3 Ensure rig up to drill out is carried out in accordance with
procedure.
2.4 Monitor drill out safety processes and test gauge leak off
as required.
3. Organise rig up and rig up 3.1 Assign crews to specific jobs and implement performance
to spud. measures to monitor operations.
3.2 Put appropriate monitoring strategies and checks in place
to ensure integrity of operations.
3.3 Check all specific instructions with operator's
representative for drilling hole.
3.4 Conduct crew meetings on total rig safety requirements.
3.5 Report/rectify damage as required.
3.6 Ensure mud is mixed in accordance with procedures and
properties defined in the drilling program.
3.7 Carry out pre-spud safety inspections with circulation and
spud-in established.
3.8 Undertake surveys and report any deviations to operator's
representative and record on appropriate documentation.
3.9 Supervise running in and cementing of casing with
operator's written instructions being followed.

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DRTOG40B Oversee drilling operations

4. Complete and abandon 4.1 Supervise completion and well abandonment with
well. operator's representative.
4.2 Make preparations to release rig and arrange shutdown
preparation list.
4.3 Arrange servicing, repair and/or return of equipment
through appropriate channels.
4.4 Abandon well in accordance with legislative, operator and
company requirements.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Apply BOP specifications
• Select and utilise correct drilling equipment
• Apply drilling specifications
• Apply legislation and acts
• Nipple-up and pressure test within specifications
• Rig up to spud
• Coordinate drill team
• Drill out of hole in accordance with procedures
• Abandon well activity to procedures

Required knowledge:
• BOP specifications
• Casing tools and their applications
• Inspection and reporting procedures and practices
• Equipment types and uses
• Occupational Health and Safety/environmental obligations
• Nippling-up and pressure testing techniques
• Pressures
• Drill out procedures
• Testing
• Rig up to spud procedure
• Drilling programs
• Run in and cementing procedures
• Well abandonment and procedures

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DRTOG40B Oversee drilling operations

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Safety briefing/induction

include: • Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include but are not limited to-
• company
• facility
• client

Statutory adherence • (PSLA) Petroleum Submerged Lands Act

include: • Duty of care
• Australian Standards
• Company policies and procedures

Communication channels • Two-way radio

may include: • Hand signals
• Telephone
• Public address system
• Written work instructions
• Internet/intranet

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

Working practices include: • Individual operation

• Team operation
• Use of personal protective equipment
• Consideration of H 2S and other toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

Communication occurs • Crew

between: • Service companies
• Operator's representative

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DRTOG40B Oversee drilling operations

Records to be maintained • Daily drilling report

include: • Equipment damage/failure report
• Material requisition form
• Plant movement advice
• Materials and services received (report)
• Gas bottle returns
• Third party hire and monthly stock lists
• Change over notes
• Employee time sheets
• Drilling rate sheet
• Meal and bed sheet
• Fire extinguisher checklist
• Monthly tubular summary

Range of numerical • Carrying out addition, subtraction, multiplication, division

calculations/measurements • Relate normal pressure to temperature
include: • Using calculator if required
• Using estimated skills (e.g. mental arithmetic,
visualisation of size and quantity)
• Basic geometry (e.g. interpreting depth, direction)
• Use of metric and imperials and conversion between the
two
• Interpreting of gauges, graphs etc.

Calculations include: • Pressure

• hydrostatic
• surface
• downhole
• circulating
• Density
• Volume
• fluid
• air
• gas
• Height
• Velocity
• Length
• Weight

Measurements include: • Penetration rate

• Rotary torque
• Rpm
• Pump pressure
• Relate normal pressure to temperature

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DRTOG40B Oversee drilling operations

Documents to be read and • Standards

interpreted include: • Safety procedures
• Drilling program
• Operator's written instructions
• Company policy and procedure documents
• Legislation
• Operator's representative instructions
• Contracts
• Shut down lists
• State and Territory Petroleum Acts
• Environmental Protection Act
• Site specific manuals
• Quality Assurance (QA) manual
• Transport manifest

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Plan drilling operation
• Manage drilling team
• Coordinate drilling operation
• Ability to complete required documentation legibly,
accurately and within the specified time frame
• Effective communication skills in spoken and/or written
form with a range of personnel are demonstrated
• Accurate application of all calculations and
measurements
• Comply with statutory requirements
• Maintain records

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

Resource implications This unit requires access to an operating rig.

Consistency in Evidence should be available of the ability to perform this

performance competency under a range of conditions.

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

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DRTOG41B Manage drilling operations

DRTOG41B Manage drilling operations

Unit Descriptor This unit covers the responsibility in managing drilling operations in an
onshore drill rig installation.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a core unit.

• Units replaced: DRTOG41A

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Implement drill 1.1 Obtain and check copies of contract and well program,
management strategies. design implementation strategies and communicate to all
parties.
1.2 Prepare daily drilling reports and tour sheets and
communicate to all parties.
1.3 Undertake inspections of operating site and camp and
record/ report.
1.4 Establish communication strategies and confirm with
operator's representative.
1.5 Review and confirm legislative/company requirements and
communicate to appropriate personnel.
1.6 Put appropriate reporting mechanisms in place.
1.7 Establish rig maintenance arrangements and
communicate to all parties.

2. Manage Occupational 2.1 Put in place and carry out crew meeting arrangements,
Health and Safety minute outcomes and report to appropriate officers.
obligations. 2.2 Establish, implement, monitor and record/report safety
inspection strategies.
2.3 Induct new employees into site operations and put
appropriate monitoring strategies in place.
2.4 Establish, implement, monitor and record/report
permit-to-work systems.
2.5 Identify and implement emergency response
arrangements and communicate to all parties.
2.6 Identify, implement and monitor environmental legislative/
company requirements and rectify/report in accordance
with procedures.
2.7 Identify, rectify and report non-conformances to
appropriate authorities/officers.

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DRTOG41B Manage drilling operations

3. Oversee drilling 3.1 Obtain and check drill program and communicate to
operations appropriate officers/personnel.
3.2 Organise drilling tools and equipment and put appropriate
checking processes in place.
3.3 Put in and monitor appropriate reporting mechanisms.
3.4 Assess safe work practices and adherence to drilling
instructions and rectify if required.
3.5 Implement, maintain and monitor well control and blowout
prevention strategies and report in accordance with
legislative/ company requirements.
3.6 Carry out and monitor appropriate tests and report.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Manage rig operation and performance
• Communicate at all levels of operations
• Identify, assess, control and report hazards/situations
• Control downhole problems
• Coordinate and delegate
• Apply Occupational Health and Safety/Environmental Regulations
• Budget and monitor operating costs

Required knowledge:
• Document control
• Operational procedures
• Legislative requirements
• Maintenance
• Safety
• Well control
• Downhole problems and solutions

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DRTOG41B Manage drilling operations

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Rig manager change over notes

include: • Safety briefing/induction
• Morning reports
• Pre-tour safety meeting
• Pre-spud meetings
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include but are not limited to-
• company
• facility
• client

Statutory adherence • (PSLA) Petroleum Submerged Lands Act

includes: • Duty of care
• Australian Standards
• Company policies and procedures
• Occupational Health and Safety
• Environmental Protection Act
• Workplace Relations Act
• Compliance with terms and conditions of union awards

Communication channels • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions
• Internet and intranet

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

Equipment includes: • Drilling rig inventory

• Ancillary equipment (e.g. cranes, forklifts)

Operational instructions • Issues highlighted in pre-spud safety inspector

include: • Aspects of drilling program that detail contractor liability
• Drilling parameters
• Maintenance requirements

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DRTOG41B Manage drilling operations

Working practices include: • Employee mentoring

• Driller training
• Ongoing supervisor for hazard identification
• Close surveillance of new employees
• Individual operation
• Team operation
• Use of personal protective equipment
• Consideration of H 2S and other toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

Remedial action taken to • Corrective action request to head office

deal with errors, omissions • Warning and counselling sessions
and shortages include:

Communication occurs • Crew

between: • Service companies
• Operator's representative

Records to be maintained • Daily drilling report

include: • Equipment damage/failure report
• Material requisition form
• Plant movement advice
• Materials and services received (report)
• Gas bottle returns
• Third party hire and monthly stock lists
• Change over notes
• Employee time sheets
• Drilling rate sheet
• Meal and bed sheet
• Fire extinguisher checklist
• Monthly tubular summary

Range of numerical • Carrying out addition, subtraction, multiplication, division

calculations/measurements • Relate normal pressure to temperature
include: • Using calculator if required
• Using estimated skills (e.g. mental arithmetic,
visualisation of size and quantity)
• Basic geometry (e.g. interpreting depth, direction)
• Use of metric and imperials and conversion between the
two
• Interpreting of gauges, graphs etc.

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DRTOG41B Manage drilling operations

Calculations include: • Pressure

• hydrostatic
• surface
• downhole
• circulating
• Density
• Volume
• fluid
• air
• gas
• Height
• Velocity
• Length
• Weight

Measurements include: • Penetration rate

• Rotary torque
• RPM
• Pump pressure
• Relate normal pressure to temperature

Documents to be read and • Standards

interpreted include: • Safety procedures
• Drilling program
• Operator's written instructions
• Company policy and procedure documents
• Legislation
• Operator's representative instructions
• Contracts
• Shut down lists
• State and Territory Petroleum Acts
• Environmental Protection Act
• Site specific manuals
• Quality Assurance (QA) manual
• Transport manifest

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DRTOG41B Manage drilling operations

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• General rig operation and performance
• Safety records and Occupational Health and Safety
permit-to-work procedures including inspections
• Running costs
• Employee turn over
• Ability to complete required documentation legibly,
accurately and within the specified time frame
• Effective communication skills in spoken and/or written
form with a range of personnel
• Accurate application of all calculations and
measurements
• Legislation/company procedures
• Well control

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

Resource implications This unit requires access to a drilling operation.

Consistency in Evidence should be available of the ability to perform this

performance competency under a range of conditions.

Context of assessment Assessment should focus on evidence produced in the

workplace.

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DRTOG42B Manage drilling induction and orientation

DRTOG42B Manage drilling induction and orientation

Unit Descriptor This unit covers carrying out drilling induction and orientation on
onshore and offshore drill rig installations.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a core unit.

• Units replaced: DRTOG42A

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Examine general safety 1.1 Obtain and review policies/procedures in relation to

practices. alcohol, drugs and firearms/weapons and communicate to
all parties.
1.2 Develop chain of command and communication strategies
and communicate to all parties.
1.3 Put hazard identification, reporting and recording
mechanisms in place and communicate requirements to
all parties.
1.4 Assess personal protective equipment and procedures
and put procedures in place to communicate and monitor
adherence to legislative/company requirements.
1.5 Identify hazardous materials handling and transport
arrangements and establish and communicate procedures
to manage and prevent uncontrolled/unauthorised release.
1.6 Put hazardous energy control and fire safety procedures
in place and communicate responsibilities to all parties.
1.7 Identify mechanical equipment and manual handling
hazard control measures and establish and communicate
procedures to avoid non-conformance.
1.8 Discuss rig working and living conditions including work
rosters and camp rules.

2. Communicate First 2.1 Identify first aid requirements and discuss with all parties.
Aid/emergency response 2.2 Identify and highlight dangers associated with the use of
arrangements. first aid applications.
2.3 Identify blood borne pathogens and precautions to identify
contamination and convey to all parties.
2.4 Identify different types of alarms, their uses and
authorisations and communicate to all parties.

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DRTOG42B Manage drilling induction and orientation

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Verbal and written communication
• Accurate reporting
• Safely operate drilling rig (e.g. stand in for driller)
• Show leadership in critical situations

Required knowledge:
• All operational procedures (safe practice)
• Award entitlements (e.g. overtime)
• Safe working practice
• Man management skills
• Company reporting procedures
• General mechanical/electrical operating functions
• Down-hole problems and solutions
• Drills (e.g. fire, BOP, gas detection)

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Names of inductees

include: • Level of induction (e.g. experienced or green hands)
• Presentation aids-
• signs
• schematics
• videos etc.
• Safety briefing/induction
• Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include-
• company
• facility
• client

Statutory adherence • Knowledge of employee responsibility levels

include: • (PSLA) Petroleum Submerged Lands Act
• Duty of care
• Australian Standards
• Company policies and procedures

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DRTOG42B Manage drilling induction and orientation

Communication channels • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions
• Internet and intranet

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

Equipment includes: • Protective clothing

• Hazardous material samples
• Respiration equipment
• Signs
• Rig layout schematic

Operational instructions • Where to go in an emergency - muster points

include: • Acceptable smoking area
• Out of bounds areas (e.g. SCR shack)

Working practices include: • Safe practice

• 12 hour shifts
• 14 day/21 day roster
• Individual operation
• Team operation
• Use of personal protective equipment
• Consideration of H 2S and other toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

Remedial action taken to • Consultation

deal with errors, omissions • Minder system
and shortages include: • Warning letter
• Termination

Records to be maintained • Location arrival procedures

include: • Work permits
• Trip (vehicle) report

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DRTOG42B Manage drilling induction and orientation

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Company/regulatory induction requirements
• Effective spoken and/or written communication skills are
demonstrated with a range of personnel and in a range of
situations
• Witnesses
• Company policies/procedures
• Clear reporting (verbal and written)
• Occupational Health and Safety procedures and practices
• Emergency response and alarm systems
• Drill operator's assessment

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

Resource implications This unit requires access to an operational drill rig.

Consistency in Evidence should be available of the ability to perform this

performance competency with a range of people and situations.

Context of assessment Assessment should focus on evidence produced in the

workplace.

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DRTOG43B Manage rig move and camp move

DRTOG43B Manage rig move and camp move

Unit Descriptor This unit covers the responsibility in organising rig move and camp
move of an onshore drill rig installation.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOG43A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Establish rig removal 1.1 Check and confirm drill rig movement and new location
arrangements. arrangements with company officers.
1.2 Make arrangements to gain statutory/local authority
permission to move site.
1.3 Establish and follow a checklist of removal arrangements.
1.4 Make arrangements with transport company for rig
removal.
1.5 Check right-of-way to new lease and confirm with
appropriate parties.
1.6 Conduct pre-rig move safety meetings to ensure safe
operation.

2. Load out and move. 2.1 Confirm transport arrangements and directions to new
lease.
2.2 Apply correct rigging practices for rig removal and loading.
2.3 Brief crews, assign specific tasks and monitor operations.
2.4 Monitor rig/camp move and complete and forward reports
to appropriate parties.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Interact at all levels
• Prioritise
• Plan
• Problem solve
• Time management
• Read a map

Required knowledge:
• Work safe practices
• Rigging and slinging
• Rig and camp layouts
• Environmental concerns

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DRTOG43B Manage rig move and camp move

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Rig and camp load lists

include: • Order of rig move
• Distance and road conditions
• Issues of concern if power line, bridges
• Weather conditions
• Time frames
• Securing of loads
• Safety briefing/induction
• Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include but are not limited to-
• company
• facility
• client

Statutory adherence • Occupational Health and Safety

includes: • Oversize permits
• State road rules and regulations
• Weight loading
• Environment
• (PSLA) Petroleum Submerged Lands Act
• Duty of care
• Australian Standards

Communication channels • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions
• Internet and intranet

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

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DRTOG43B Manage rig move and camp move

Equipment includes: • Mounted trailers

• Cranes
• Forklifts
• Water/fuel trucks
• Waste disposal trucks
• Maps
• Signage

Operational instructions • Company policies and procedures

include: • Truck company procedures
• Job Safety Analysis (JSA)
• Hazard sheets
• Materials Safety Data Sheets (MSDS)

Working practices • Pre-job safety meeting

included: • Check of lifting equipment
• Wearing of personal protective equipment
• Sequence of loads
• Team operations
• Maintain communication
• Statutory requirements
• Road rules

Communication occurs • Crew

between: • Transport company
• Relevant statutory or local authorities
• Company personnel

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of • Effective spoken and/or written communication skills are

evidence to be considered demonstrated with a range of personnel and in a range of
situations
• Legislation/Acts
• Lease locations
• Transport arrangements

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

Resource implications This unit requires access to a rig/camp move situation.

Consistency in Evidence should be available of the ability to perform this

performance competency under a range of conditions.

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DRTOG43B Manage rig move and camp move

Context of assessment Assessment should focus on evidence produced as a result of

rig/camp moves.

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DRTOG44B Manage and monitor rig-up and rig-up to spud operations

DRTOG44B Manage and monitor rig-up and rig-up to

spud operations
Unit Descriptor This unit covers the responsibility in organising a rig up and rig up to
spud on an onshore drill rig installation.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This unit is sector specific.

• Units replaced: DRTOG44A

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Commence operations. 1.1 Assess rig-up and rig-up to spud program and confirm
details.
1.2 Identify number and expertise of personnel required and
obtained.
1.3 Assign crews tasks and supervise performance.
1.4 Assess safety requirements and communicate to all
parties.
1.5 Undertake equipment checks and rectify/report faults in
accordance with legislative/company requirements.
1.6 Establish rig/lease drainage and effluent disposal.
1.7 Supervise spotting and rig assembly and rectify
performance issues.
1.8 Arrange and supervise engine power start-up.

2. Prepare to spud. 2.1 Supervise installation of rathole, mousehole and

conductor pipe, if required.
2.2 Reinforce mud preparation and environmental
requirements with crewmembers.
2.3 Confirm circulation and rig-up are with crew.
2.4 Undertake pre-spud safety inspection and confirm with
crew to ensure compliance with regulatory/company
requirements.

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DRTOG44B Manage and monitor rig-up and rig-up to spud operations

3. Conduct pipe 3.1 Complete tour sheet incorporating depth of auguring,

installation/mix mud. monitor drilling/auguring processes and identify/report
problems.
3.2 Assess availability of correct casing and casing tools and
rectify for anomalies.
3.3 Establish flowline and conductor pipe requirements and
put in place.
3.4 Check and approve integrity of cement for application, to
guard against washout.
3.5 Supervise N/U flowline and operations.
3.6 Establish and monitor circulation and spud in.
3.7 Check mud mixing procedures and properties against
drilling program and confirm with crew.
3.8 Record operating outcomes and report to appropriate
officers.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Operate rig components
• Oversee forklift operations
• Use satellite or ground communication
• Issue permits and work orders
• Organise work teams into efficient working units
• Dog a crane and secure rigging
• Troubleshoot breakdowns

Required knowledge:
• Rig-up procedures
• Rigging and dogging practices
• Auxiliary equipment functions and service requirements
• Specific auxiliary rig-up sequence
• Safety and environmental issues
• Communication equipment
• Emergency procedures
• Preventative maintenance
• Workplace relations and award conditions

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DRTOG44B Manage and monitor rig-up and rig-up to spud operations

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Pre-start safety meetings prior to commencement of each

include: work day
• Delegation of work responsibilities to various teams
• Priority given to tasks if necessary
• Emergency services contacted to inform of new location
and approximate period of occupancy
• Drilling program
• Smoking restrictions
• Safety briefing/induction
• Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include but are not limited to-
• company
• facility
• client

Statutory adherence • Occupational Health and Safety

include: • Environmental protection
• Permit to work
• (PSLA) Petroleum Submerged Lands Act
• Duty of care
• Australian Standards
• Company policies and procedures

Communication channels • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions
• Internet and intranet

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

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DRTOG44B Manage and monitor rig-up and rig-up to spud operations

Equipment includes: • Cranes

• Front-end loaders using bucket or forks
• Winch trucks
• Prime movers with trailers and dog trailers
• Carrier mounted rigs and service units

Operational instructions • Safety procedures

include: • Environmental considerations
• Completion sequence
• Well head preparation
• Preparation and inspection of loading slings and chains
• Material availability if maintenance, servicing or repair is
to occur

Working practices include: • Permit to work systems

• Safety meetings and Job Safety Analysis (JSA)
• Safety harnesses to be worn aloft during rig down
• No smoking
• Correct dogging practices
• Individual operation
• Team operation
• Use of personal protective equipment
• Consideration of H 2S and other toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

Remedial action taken to • Review specific Job Safety Analysis (JSA)

deal with errors, omissions • Submit a Corrective Action Request (CAR) against a
and shortages may procedure (if applicable to TQMS)
include: • Notify immediate supervisor for advice or authorisation if
problem outside of jurisdiction
• Adhere to company emergency response flowchart if
dealing with safety or environmental issues

Documents to be read • Operator's representative's instructions

include:

Safety checklist for • Tour book

start-up records to be • Request of materials received
completed include: • Transport manifests

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DRTOG44B Manage and monitor rig-up and rig-up to spud operations

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Accuracy in adhering to the operators wishes as outlines
in the drilling program
• Forward planning
• Logistical preparation
• Hazard identification
• Communications
• Rig-up schedule correlated company procedures and
drilling program
• Safety
• Rig performance

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

Resource implications This unit requires access to an operational rig.

Consistency in Evidence should be available of the ability to perform this

performance competency under a range of conditions.

Context of assessment Assessment should focus on evidence produced in the

workplace.

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DRTOG45B Manage well completion and abandonment

DRTOG45B Manage well completion and abandonment

Unit Descriptor This unit covers responsibility for completing and abandoning wells on
onshore drill rig installation.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This unit is sector specific.

• Units replaced: DRTOG45A

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Organise completion 1.1 Develop completion schedule in line with drilling contract
schedule. and well prognosis.
1.2 Review and confirm lease details, as necessary
notifications are forwarded to statutory, company, owner
and contractor representatives.
1.3 Make preparations for release of rig and complete
tourbook records in accordance with statutory and
company requirements.
1.4 Ensure that prior to rig move, arrangements are in place
for work orders and invoicing in line with contract
requirements and servicing/maintenance repairs of
equipment.

2. Complete well 2.1 Make preparations to stack and move and communicate
abandonment. to all parties.
2.2 Assess environmental plan and that mud drilling fluids and
waste storage/disposal requirements and correct records
are completed and processed.
2.3 Prepare shutdown list in accordance with
statutory/company requirements and distribute to crew for
actioning.
2.4 Rig down in accordance with statutory/company
requirements and distribute to crew for actioning.
2.5 Rig down in accordance with statutory/company
requirements and ensuring that equipment, camp and rig
are secured for removal.
2.6 Review contract requirements, complete records and
forward to appropriate officers.

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DRTOG45B Manage well completion and abandonment

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Operate rig components
• Oversee forklift operations
• Use satellite or ground communication
• Issue permits and work orders
• Organise work teams into efficient working units
• Dog a crane and secure rigging
• Troubleshoot breakdowns

Required knowledge:
• Well completion or abandonment procedures
• Rigging and dogging practices
• Auxiliary equipment functions and service requirements
• Specific rig tear-out sequence
• Road haulage regulations
• Safety and environmental issues
• Communication equipment
• Emergency procedures
• Preventative maintenance
• Workplace relations and award conditions

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Briefings/handover details • Pre-start safety meetings prior to commencement of each

include: work day
• Delegation of work responsibilities to various teams re-
load-out or rig-up
• Set route for rig move
• Emergency procedures to follow if lost or disabled
• Road conditions
• New location whereabouts and access
• Name of property owners (where applicable)

Statutory adherence • Licence check for all designated drivers

include: • Load permits
• Decontamination certificates if moving between
quarantine areas

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DRTOG45B Manage well completion and abandonment

Communication channels • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions
• Internet and intranet

Work conditions include: • Night time operations

• Day time operations
• Hot climates
• Cold climates
• Wet weather conditions
• High wind

Equipment includes: • Cranes

• Front-end loaders using bucket or forks
• Winch trucks
• Prime movers with trailers and dog trailers
• Carrier mounted rigs and service units

Operational instructions • Safety procedures

include: • Environmental considerations
• Completion sequence
• Well head preparation
• Preparation and inspection of loading slings and chains
• Material availability if maintenance, servicing or repair is
to occur

Working practices include, • Permit to work systems

but are not limited to: • Safety meetings and Job Safety Analysis (JSA)
• Safety harnesses to be worn aloft during rig down
• No smoking
• Correct dogging practices

Remedial action taken to • Review specific Job Safety Analysis (JSA)

deal with errors, omissions • Submit a Corrective Action Request (CAR) against a
and shortages may procedure (if applicable to TQMS)
include: • Notify immediate supervisor for advice or authorisation if
problem outside of jurisdiction
• Adhere to company emergency response flowchart if
dealing with safety or environmental issues

Documents to be read • Operator's representative's instructions

include: • Checklist for shut down

Records to be completed • Tour book

include: • Request of materials received
• Transport manifests

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DRTOG45B Manage well completion and abandonment

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Accuracy in adhering to the operators wishes as outlines
in the drilling program
• Forward planning
• Logistical preparation
• Hazard identification
• Communications
• Completion schedule correlated against well prognosis
and drilling program
• Loadout sequence observed for signs of "double
handling"

Interdependent This unit may be assessed concurrently with other relevant

assessment of units units.

Resource implications This unit requires access to a well completion/abandonment

activity.

Consistency in While it may not be appropriate to collect evidence from a

performance range of completion/ abandonment activities, evidence should
be obtained which would indicate the ability to handle
completion/abandonment under a range of conditions. This
may require the use of scenarios and ' what ifs' as part of the
assessment.

Context of assessment Evidence will include at least one actual

completion/abandonment activity with supplementary evidence
being based on real completion/abandonment scenarios.

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DRTOG52B Implement and maintain statutory/legal compliance system

DRTOG52B Implement and maintain statutory/legal

compliance system
Unit Descriptor This unit covers the implementation and maintenance of the
organisation's statutory/ legal compliance policies, procedures and
programs in the relevant work areas.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a core unit.

• Links to other units: None

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Provide information about 1.1 Explain relevant provisions of legislation and codes of
statutory/legal compliance practice accurately and clearly to site supervisors.
and the organisation's 1.2 Explain information on the organisation's policies,
policies. procedures and programs accurately and clearly to the
group.

2. Manage organisation's 2.1 Implement work procedures to treat compliance and

procedures for treating monitor adherence in accordance with workplace
compliance. procedures.
2.2 Monitor existing compliance treatment measures and
report results regularly in accordance with workplace
procedures.
2.3 Identify inadequacies in resource allocation for
implementation of compliance measures and reported to
designated personnel.
2.4 Ensure all members of the work group have an
opportunity to contribute to issues in accordance with
organisational procedures for consultation.
2.5 Deal with issues raised through consultation and resolve
promptly or refer to the appropriate personnel for
resolution in accordance with workplace procedures.
2.6 Make known outcomes of consultation over issues to the
work group promptly.
3. Manage organisation's 3.1 Identify inadequacies in existing compliance measures
procedures for identifying and report to designated personnel in a timely way.
potential and existing 3.2 Evaluate information about potential non-compliance and
non-compliance. explain treatment procedures clearly and accurately to the
group.
3.3 Identify existing and potential non-compliance in the work
area and report so that assessment and treatment
procedures can be applied.
3.4 Implement measures to prevent recurrence and minimise
non-compliance or alternatively refer to designated
personnel for implementation.

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DRTOG52B Implement and maintain statutory/legal compliance system

4. Implement and monitor 4.1 Identify training needs for work group members
procedures for providing accurately.
statutory/legal compliance 4.2 Develop and implement training programs to fulfil
training. employees' statutory/legal compliance training needs as
part of the organisation's general training program.
4.3 Carry out appropriate statutory/legal compliance training
programs on and/or off the job in consultation with
relevant parties.
5. Implement and monitor 5.1 Complete records for work area accurately and legibly in
procedure for maintaining accordance with workplace legal requirements.
statutory/legal records. 5.2 Use aggregate information from the work area's records to
identify non-compliance.
5.3 Use systems for reporting maintenance of statutory/legal
compliance which are in place.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
The ability to:
• Develop and maintain statutory/legal and organisational procedures and policies
• Use effective consultative mechanisms to negotiate processes and procedures
appropriate to statutory/legal requirements
• Explain complex information to superiors/subordinates
• Provide coaching and mentoring support
• Read, interpret and apply legislation

Required knowledge:
A knowledge of:
• Legal rights and responsibilities
• Statutory/legal control
• Environmental management
• Work procedure/instruction writing
• Human resource management
• Company policy
• Insurance requirements
• Contractual rights and responsibilities
• Organisational reporting structures and record keeping duties and systems

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DRTOG52B Implement and maintain statutory/legal compliance system

RANGE STATEMENT

This competency standard is applicable for those with managerial responsibilities. This would typically
be an Operations Manager.
To be exhibited in the work area of responsibility which would typically be in the office but may include
site work areas.
Involves application of relevant legislation and codes of practice, and the maintenance of records,
provision of information and training and dealing with committees, statutory/legal agencies and site
personnel.
Processes for consultation include committees, consultation with statutory/legal agencies/site
representatives, issue resolution procedures and participative/consultative procedures conducted by
supervisory staff within the area of managerial responsibility.
Monitoring of activities may include review of written reports, performance appraisal or auditing
procedures.

Statutory/legal compliance • Licensing requirements

may include but is not • Duty of care
limited to: • Australian Standards/ISO
• Occupational health and safety/environmental

In accordance with all • Requirements for the maintenance of records of

relevant statutory/legal statutory/legal breaches
requirements, particularly: • Provision of information and training
• Regulations and codes of practice relating to
statutory/legal compliance
• Site representatives and committees
• Issue resolution

Statutory and regulatory • Business registration

requirements may include • Licence to practice
local, state, national and/or • Industrial
international legislation: • Fire
• Taxation
• Occupational health and safety/environmental
• Superannuation

Legal documentation may • Partnership agreement

include: • Insurance
• Constitution documents
• Acts
• Statutory books for companies
• Tender documents
• Financial documentation

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DRTOG52B Implement and maintain statutory/legal compliance system

Managers operate within: • Work schedules which may include shift work and varying
hours of duty
• Environments ranging from simple to complex and
diverse
• Appropriate policies, guidelines and processes
• A level of autonomy which may range from limited to
substantial
• Quality and continuous improvement processes and
standards
• Business and performance plans
• Ethical standards established by the organisation
• Productivity and profitability objectives and targets
• Best practice and benchmarking principles and practices
• Legislation, codes and practices
• Resource parameters which may be defined or
negotiated
• Training and development principles and practices
• Human resource policies and practices including
interviewing, counselling, dispute settling and discipline
• Financial accountability including profit and loss
statements
• Enterprise/industrial agreements/awards

Managers may assume • Leader

varying roles including: • Coach
• Facilitator
• Mentor
• Participant
• Director
• Trainer
• Assessor

Managers will typically • Maintain statutory/legal compliance

make decisions to: • Influence operational performance
• Plan production schedules
• Maximise production and minimise operating costs/risks
and non-conformances
• Analyse and review market/production predictions and
costs
• Manage projects and tasks

Resources may include: • Acts

• Legislation/regulations
• Information
• Common law

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DRTOG52B Implement and maintain statutory/legal compliance system

Negotiations may be with a • Formal or informal

variety of internal or • Short term or ongoing
external sources and be: • Multi-lingual and cross-cultural
• Enterprise agreements
• Legislation regulation compliance

Consultation would • Regulatory authorities

typically include: • Tenderers
• Project managers
• Contractors
• Employees
• Community
• Customers
• Suppliers

Record keeping may • Statutory/legal records

include: • Training needs
• Resource allocation
• Occupational health and safety
• Financial
• Personnel
• Taxation

Documentation to be read • Legislation

may include: • Codes of practice
• Organisation's policies/procedures
• Statutory and regulatory requirements
• Legal compliance

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Rig operations
• Statutory/legal compliance
• Procedure/work instruction development
• Appraisal and auditing procedures
• Acts

Interdependent Assessment of this unit may need to be considered in line with

assessment of units operational requirements. Co-assessment may occur with
other units.

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DRTOG52B Implement and maintain statutory/legal compliance system

Resource implications The delivery and assessment of this unit will require access to
data and systems such as would be available in the typical
manager's workplace in the drilling industry.

Consistency in Evidence should be available that these competencies can be

performance performed consistently. In particular there should be evidence
that the compliance systems have been implemented and
maintained.

Context of assessment Ideally assessment will use workplace-generated evidence as

the primary evidence of competency. This should be
supplemented by targeted questioning to confirm the
underpinning knowledge.
Where this is not practical, this unit may also be assessed by
use of projects, workplace based assignments and other
appropriate mechanisms which simulate a workplace
environment.

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DRTOG53B Implement and maintain occupational health and safety/environmental site risk management processes

DRTOG53B Implement and maintain occupational health

and safety/environmental site risk
management processes
Unit Descriptor This unit covers the responsibilities in implementing and maintaining
the organization's risk management, occupational health and
safety/environmental policies, procedures and programs.
Employability Skills This unit contains employability skills.
Application of the Unit • Sector specific information:This is a core unit.

• Links to other units: None

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Provide information about 1.1 Explain relevant occupational health and

occupational health and safety/environmental legislation and codes of practice
safety/environmental accurately and clearly to site management.
policies, procedures and 1.2 Provide and clearly explain information about identified
programs. hazards, outcomes of risk assessment, risk minimisation
and control procedures regularly and accurately to the
work group.

2. Manage the occupational 2.1 Implement and monitor consultation procedures for
health and occupational health and safety/ environmental issues to
safety/environmental ensure that all members of the work group have the
systems. opportunity to contribute.
2.2 Deal with issues raised through consultation and resolve
promptly or refer to the appropriate personnel.
2.3 Make known outcomes of consultation to the work group
promptly.
3. Develop and maintain 3.1 Develop, implement and monitor work procedures to
procedures for control, control risks.
minimisation and/or 3.2 Monitor existing risk minimisation and control measures
elimination of risks. and report results regularly in accordance with workplace
procedures.
3.3 Identify inadequacies in existing risk minimisation and
control measures and report to designated personnel.
3.4 Identify inadequacies in resource allocation for
implementation of risk minimisation and control measures
and report to designated personnel.

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DRTOG53B Implement and maintain occupational health and safety/environmental site risk management processes

4. Establish the 4.1 Implement workplace procedures for dealing with

organisation's site hazardous events in line with company procedures.
procedures for dealing 4.2 Report existing and potential hazards in the work area so
with hazardous events. that risk assessment and risk minimisation and control
procedures can be applied.
4.3 Investigate hazardous events to identify their cause in
accordance with investigation procedures.
4.4 Implement control measures to prevent recurrence and
minimise risks of hazardous events.
5. Implement and maintain 5.1 Identify occupational health and safety/environmental
the organisation's training needs accurately.
occupational health and 5.2 Make arrangements for the delivery of occupational health
safety/ environmental and safety/environmental training in consultation with
training. relevant parties.
6. Establish and maintain an 6.1 Complete occupational health and safety/environmental
occupational health and records accurately and legibly in accordance with
safety/environmental workplace requirements.
record system. 6.2 Use aggregate information from the occupational health
and safety/environmental records to identify hazards and
monitor risk minimisation and control procedures within
work area.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
The ability to:
• Develop and maintain statutory/legal and organisational procedures
• Develop and introduce practices to improve the work environment
• Use effective consultative mechanisms to negotiate processes and procedures
appropriate to workplace and environmental safety
• Explain complex information to superiors/subordinates
• Provide coaching and mentoring support
• Audit occupational health and safety/environmental systems and recommend strategies
for improvement

Required knowledge:
A knowledge of:
• Statutory/legal control
• Occupational health and safety auditing
• Environmental legislation
• Environmental management
• Environmental auditing

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DRTOG53B Implement and maintain occupational health and safety/environmental site risk management processes

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Management operates • Work schedules which may include shift work and varying
within: hours of duty
• Environments ranging from simple to complex and
diverse
• Appropriate policies, guidelines and processes
• A level of autonomy which may range from limited to
substantial
• Quality and continuous improvement processes and
standards
• Business and performance plans
• Ethical standards established by the organisation
• Productivity and profitability objectives and targets
• Best practice and benchmarking principles and practices
• Legislation, codes and practices
• Resource parameters which may be defined or
negotiated
• Training and development principles and practices
• A continuous improvement environment
• Human resource policies and practices including
interviewing, counselling, dispute settling and discipline
• Enterprise/industrial agreements/awards

Management may assume • Leader

varying roles including: • Coach
• Facilitator
• Mentor
• Participant
• Director
• Trainer
• Assessor

Management will typically • Legislative application

make decisions to: • Influence operational performance
• Plan production schedules
• Maximise production and minimise operating costs, safety
and environmental risks
• Manage projects and tasks
• Coordinate resources - human, financial and physical

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DRTOG53B Implement and maintain occupational health and safety/environmental site risk management processes

Resources may include: • People

• Finance
• Equipment/technology
• Water
• Buildings/facilities
• Information
• Minerals
• Legislation

Negotiations may be with a • Formal or informal

variety of internal or • Short term or ongoing
external sources and be: • Multilingual and cross-cultural
• Enterprise agreements
• Legislative/regulative compliance

Consultation would • Company senior management

typically include: • Regulatory authorities
• Tenderers
• Contractors
• Employees
• Community
• Customers
• Suppliers

Documentation to be read • Occupational Health and Safety legislation

may include: • Environmental legislation
• Organisation's policies/procedures
• Risk assessment and procedures

Other skills that may be • Training and assessment skills

required include: • Meeting skills

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DRTOG53B Implement and maintain occupational health and safety/environmental site risk management processes

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Rig operations
• Statutory/legal compliance
• Policy/procedure development
• Occupational health and safety and environmental
systems
• Continuous improvement processes
• Appraisal and auditing procedures
• Risk management
• Acts

Interdependent Assessment of this unit may need to be considered in line with:

assessment of units
• DRTNHB50A Manage business operations
• DRTNHB51A Manage human resources

Resource implications The delivery and assessment of this unit will require access to
data and systems such as would be available in the typical
manager's workplace in the drilling industry.

Consistency in Evidence should be available that these competencies can be

performance performed consistently. In particular there should be evidence
that risk management processes are implemented and
maintained.

Context of assessment Ideally assessment will use workplace-generated evidence as

the primary evidence of competency. This should be
supplemented by targeted questioning to confirm the
underpinning knowledge.
Where this is not practical, this unit may also be assessed by
use of projects, workplace based assignments and other
appropriate mechanisms which simulate a workplace
environment.

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DRTOG54B Manage multiple drilling operations

DRTOG54B Manage multiple drilling operations

Unit Descriptor This unit covers the responsibilities in planning, implementing,
monitoring and recording performance to achieve the business plans of
the team/organisation.
Employability Skills This unit contains employability skills.
Application of the Unit • Links to other units: None

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Coordinate resource use 1.1 Collect, analyse and organise resource information for use
to achieve profit in operational plans in consultation with colleagues and
productivity targets. specialist resource managers.
1.2 Ensure operational plans contribute to the achievement of
the organisation's performance/business plan.
1.3 Ensure operational plans identify available resources,
taking into account customer needs and the organisation's
plans.
1.4 Ensure plans maximise value gained from the diversity of
the organisation's resources.
1.5 Prepare contingency plans in the event that initial plans
need to be varied.

2. Acquire resources to 2.1 Recruit and induct employees within the organisation's
achieve operational plan. human resource management policies and practices.
2.2 Acquire physical resources and services in accordance
with the organisation's practices and procedures.
3. Monitor operational 3.1 Monitor performance systems and processes to assess
performance of drill progress in achieving profit/productivity plans and targets.
supervisors and drilling 3.2 Analyse budget and actual financial information and
operations. interpret to monitor profit/productivity performance.
3.3 Identify unsatisfactory performance and take prompt
action to rectify the situation.
3.4 Negotiate recommendations for variation to operational
plans and have approved by the designated
persons/groups.
4. Monitor resource usage. 4.1 Monitored systems and processes to establish whether
resources are being used as planned.
4.2 Investigate problems with resource usage and rectify
and/or report to designated persons/groups.
4.3 Mentor and coach individuals/teams who have difficulties
in using resources to the required standard.
4.4 Manage systems, procedures and records associated with
documenting resource acquisition and usage in
accordance with the organisation's requirements.

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DRTOG54B Manage multiple drilling operations

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Underpinning skills and knowledge are required:
• Legal rights and responsibilities
• All relevant statutory and regulatory requirements which affect multiple sites
• Inspection/research techniques for collection of data
• Analysis and problem solving techniques
• Contractual rights and responsibilities
• Planning control systems (sales, advertising and promotion, logistics)
• Record keeping systems for multiple sites
• Communication systems, processes and procedures

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

At AQF Level 6 managers • Are autonomous, working under broad guidance

will normally be engaged • May supervise others
in a workplace context in • May guide teams
which they: • May have responsibility for planning and managing the
work of others
• Will be involved in self-directed application of knowledge
• Have substantial depth of knowledge in some area and a
range of skills for work tasks, roles and functions
• Operate in varied or highly specific contexts
• Use competencies independently for routine and
non-routine purposes
• Use judgement for self and others in planning and using
resources, services and processes to achieve outcomes
within time constraints

Managers at this level will • Goals, objectives, plans, systems and processes
normally operate in diverse • Business and performance plans
and complex workplace • Ethical standards
environments in which • Quality and continuous improvement processes and
they use the standards
organisation's: • Resources, which may be subject to negotiation

A range of learning • Mentoring

opportunities may be used, • Coaching
for example: • Exchange/rotation
• Action learning
• Structured training programs

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DRTOG54B Manage multiple drilling operations

Resources may include: • People

• Finance
• Equipment
• Power/energy
• Buildings/facilities
• Technology
• Information
• Time
• Computer software

Documentation may • Business plans/proposals

include: • Submissions

Financial data may • Budgets

include: • Estimates
• Financial projections

Other skills required may • Research skills

include: • Computer skills

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of • Demonstrates effectiveness of documented business

evidence to be considered plan, market research, operational plan, financial
strategies/reports
• Achieves business and performance plans
• Maintains a profit/productivity focus in managing
resources
• Records/reports information, and reports to designated
individuals/groups within established systems
• Uses information management systems
• Identifies resources required to achieve operational plans
for multiple sites
• Maintains a profit/productivity focus in managing
resources for multiple sites
• Adapts to new situations using appropriate strategies
(e.g. innovation, persistence, resourcefulness and
contingency planning)
• Use legislation, codes and national standards relevant to
the workplace

Interdependent Assessment of this unit may need to be considered in relation

assessment of units to other units.

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DRTOG54B Manage multiple drilling operations

Resource implications The delivery and assessment of this unit will require access to
data and systems such as would be available in the typical
manager's workplace in the drilling industry.

Consistency in Evidence should be available that these competencies can be

performance performed consistently. In particular there should be evidence
that multiple drilling operations can be managed under a range
of typical conditions.

Context of assessment Ideally assessment will use workplace-generated evidence as

the primary evidence of competency. This should be
supplemented by targeted questioning to confirm the
underpinning knowledge.
Where this is not practical, this unit may also be assessed by
use of projects, workplace based assignments and other
appropriate mechanisms which simulate a workplace
environment.

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DRTOG55A Support blow out prevention operations

DRTOG55A Support blow out prevention operations

Unit Descriptor This unit specifies the competency required to support blow out
prevention operations. It includes the minimum criteria for competency
assessment of supporting blow out prevention operations.
The unit covers assisting with BOP operations and monitoring and
reporting safety issues.
Employability Skills This unit contains employability skills.
Application of the Unit This is a drilling unit of competency specifying the outcomes and
safe work practices which should be carried out by people
operating at AQF2 level who are supporting blow out prevention
operations in coal-seam methane gas drilling operations.

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Assist with well BOP 1.1 Assist with well kill activities
operations 1.2 Monitor and report BOP equipment status.
1.3 Isolate BOP system accumulator.
1.4 Monitor and adjust chokes and manifolds as directed.
1.5 Assist with emergency shutdown procedures.
1.6 Participate in emergency drills and exercises.
1.7 Communicate operational activities and information to
other crew during BOP operations.

2. Monitor and report safety 2.1 Identify, address and report hazards associated with blow
issues out prevention .
2.2 Recognise kick indicators and advise Driller during
operations.
2.3 Identify and report ignition sources.
2.4 Identify and report sources and presence of flammable
gases and emissions.
2.5 Identify and report BOP malfunctions.

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DRTOG55A Support blow out prevention operations

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
Specific skills are required to achieve the performance criteria of this unit, particularly for their
application in the variety of circumstances in which this unit may be applied.
This includes the ability to carry out the following, as required, for supporting safe blow out
prevention operations:
• working in a team
• detecting kick warning signs and indicators
• interpreting work instructions and procedures
• recording and reporting process status

Required knowledge:
Specific knowledge is required to achieve the performance criteria of this unit, particularly for
its application in the variety of circumstances in which this unit may be applied.
This includes knowledge of the following as required for supporting safe blow out prevention
operations.
• the principles and practices of coal seam gas control
• coal seam gas control procedures
• risks and their controls related to coal seam gas control
• BOP annular equipment operating principles
• BOP control system principles
• operating principles of chokes and manifolds
• kill principles and methods
• sources of ignition and their dangers and controls
• sources of flammable gases and emissions and their dangers and controls
• kick detection warnings and indications and the responses to them
• purpose, type and conduct of coal seam gas control emergency drills and exercises
• communication methods and protocols during well BOP operations

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Well kill methods may • bringing pump up to kill speed

include: • maintaining constant bottom hole pressure
• shutting down the kill operation while maintaining a
constant bottom hole pressure
• controlling the influx using the Driller's Method

Drills and exercises may • pit drill

include: • trip drill
• abandonment drill
• evacuation

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DRTOG55A Support blow out prevention operations

Communications may • two-way radio

include: • hand signals
• telephone
• public address system
• written work instructions

Hazards may include: •

blow out gas to surface

• ignition of gas
• toxic gases
• pressurised coal seam gas system

Kick indicators may • flow from wells (pump off)

include: • increase in flow from well (pumps on)
• pit volume gain

Ignition sources may •

Non-explosion protected devices such as:
include:
•electrical connections/leads
•rig lights and wiring
•flashlights
•computers
•mobile phones
•electronic car keys
•charging circuits from solar panels
•charging and starting circuits from vehicles
•drill rigs
•mud pumps
•lighting plants
•auxiliary equipment
• static discharge - lightning
• flare stacks
• engine exhausts from vehicles, drill rigs, auxiliary
equipment

Flammable gases and •

Methane (CH 4)
emissions may include:
• Hydrogen Sulphide (H 2S)
• Carbon Dioxide (CO 2)
• Carbon Monoxide (CO)

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DRTOG55A Support blow out prevention operations

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Overview of assessment • To demonstrate competence in this unit a person must be

able to provide evidence that they can successfully and
safely support blow out prevention operations to the
site/organisation rules and procedures.
• Assessment will need to be contextualised for different
types of blow out prevention operations, equipment and
sites.

Critical aspects for The evidence required to demonstrate competency in this unit
assessment and evidence must be relevant to worksite operations and satisfy all of the
required to demonstrate requirements of the Performance Criteria, Required Skills and
competency in this unit
Knowledge of this unit and include evidence of the following:
• compliance with legislative and regulatory requirements
• monitoring BOP equipment status
• monitoring BOP control system status
• adjusting chokes and returns
• recognising and responding to kick warning signs and
indicators
• assisting with kill activities
• assisting with emergency shutdowns
• communicating with well control crew members
• identifying and reporting ignition sources
• identifying and reporting flammable gases and emissions

Context of and specific • The application of competency is to be assessed in the

resources for assessment workplace.
• Assessment is to occur under standard and authorised
work practices, safety requirements and environmental
constraints.
• Assessment of essential underpinning knowledge, other
than confirmatory questions, may be conducted in an
off-site context.
• Assessment is to comply with relevant regulatory or
Australian Standards requirements.
• The following resources should be made available:
• workplace location;
• equipment, materials and personnel relevant to
applying well control practices;
• specifications and work instructions.

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DRTOG55A Support blow out prevention operations

Method of assessment • Assessment must satisfy the endorsed Assessment

Guidelines of the relevant Training Package.
• Assessment methods must confirm consistency and
accuracy of performance together with application of
required knowledge.
• Assessment can be by direct observation of tasks with
questioning on required knowledge, by verification by
third parties, or any valid method of collecting evidence of
competency..
• Assessment methods must confirm the ability to access
and correctly interpret and apply the essential required
knowledge.
• Assessment should be applied under work related
conditions and require evidence of process.
• Assessment must confirm a reasonable inference that
competency is able not only to be satisfied under the
particular circumstance, but is able to be transferred to
other circumstances.
• Assessment may be in conjunction with assessment of
other units of competency as required by the job.

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DRTOG56A Assist withy coal seam gas control

DRTOG56A Assist withy coal seam gas control

Unit Descriptor This unit specifies the competency required to assist with coal seam
gas control. It includes the minimum criteria for competency
assessment of assisting with coal seam gas control practices.
The unit covers assisting with coal seam gas control activities and
monitoring and reporting safety issues.
Employability Skills This unit contains employability skills.
Application of the Unit The required outcomes described in this Unit of Competency
contain applicable facets of employability skills. The Employability
Skills Qualification Summary for the qualification in which this
Unit of Competency is packaged will assist in identifying
employability skill requirements.

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Assist with coal seam gas 1.1 Monitor flows and returns for correct volumes and rates,
control activities and report inconsistencies to Driller.
1.2 Assist in operation of coal seam gas control pumps.
1.3 Read and interpret measuring devices to monitor correct
operation of coal seam gas control process and
equipment.
1.4 Communicate operational activities and information to
other crew during coal seam gas control operations.
1.5 Assist in installation and maintenance of equipment.
1.6 Participate in emergency drills and exercises.

2. Monitor and report safety 2.1 Identify, address and report hazards associated with coal
issues seam gas control under varying working conditions.
2.2 Recognise kick indicators and advise Driller during coal
seam gas control operations.
2.3 Identify and report ignition sources.
2.4 Identify and report sources and presence of flammable
gases and emissions.
2.5 Identify and report running coal seam gas control
equipment malfunctions.

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DRTOG56A Assist withy coal seam gas control

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
Specific skills are required to achieve the performance criteria of this unit, particularly for their
application in the variety of circumstances in which this unit may be applied.
This includes the ability to carry out the following, as required, for assisting with safe and
effective coal seam gas control activities:
• working in a team
• interpreting gauges, graphs
• interpreting work instructions and procedures
• recording and reporting process status
• using hand and power tools

Required knowledge:
Specific knowledge is required to achieve the performance criteria of this unit, particularly for
its application in the variety of circumstances in which this unit may be applied.
This includes knowledge of the following as required for safe, effective assistance with coal
seam gas control activities.
• the principles and practices of coal seam gas control
• coal seam gas control procedures
• risks and their controls related to coal seam gas control
• sources of ignition and their dangers and controls
• sources of flammable gases and emissions and their dangers and controls
• pumping systems principles
• purpose, operation and interpretation of measuring and testing devices
• kick detection warnings and indications and the responses to them
• purpose, type and conduct of emergency drills and exercises
• communication methods and protocols during coal seam gas control operations

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Measuring devices may • gauges

include: • pump stroke counters
• mud density measuring devices

Communications may • two-way radio

include: • hand signals
• telephone
• public address system
• written work instructions

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DRTOG56A Assist withy coal seam gas control

Drills and exercises may • pit drill

include: • trip drill
• abandonment drill
• evacuation

Hazards may include: •

blow out gas to surface

• ignition of gas
• toxic gases
• pressurised coal seam gas system

Working conditions may • night time operations

include: • day time operations
• hot climates
• cold climates
• snow
• wet weather conditions
• high wind

Kick indicators may • flow from wells (pump off)

include: • increase in flow from well (pumps on)
• pit volume gain

Ignition sources may •

Non-explosion protected devices such as:
include:
•electrical connections/leads
•rig lights and wiring
•flashlights
•computers
•mobile phones
•electronic car keys
•charging circuits from solar panels
•charging and starting circuits from vehicles
•drill rigs
•mud pumps
•lighting plants
•auxiliary equipment
• static discharge - lightning
• flare stacks
• engine exhausts from vehicles, drill rigs, auxiliary
equipment

Flammable gases and •

Methane (CH 4)
emissions may include:
• Hydrogen Sulphide (H 2S)
• Carbon Dioxide (CO 2)
• Carbon Monoxide (CO)

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DRTOG56A Assist withy coal seam gas control

Coal seam gas control • mud system

equipment may include: • blooie diverter lines
• auxiliary equipment
• pressure measuring devices
• gas detection equipment and devices
• diverters

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Overview of assessment • To demonstrate competence in this unit a person must be

able to provide evidence that they can successfully and
safely assist with coal seam gas control activities to the
site/organisation rules and procedures.
• Assessment will need to be contextualised for different
types of coal seam gas control operations, equipment and
sites.

Critical aspects for The evidence required to demonstrate competency in this unit
assessment and evidence must be relevant to worksite operations and satisfy all of the
required to demonstrate requirements of the Performance Criteria, Required Skills and
competency in this unit
Knowledge of this unit and include evidence of the following:
• compliance with legislative and regulatory requirements
• recognition and response to kick warning signs and
indicators
• safe and effective assistance with coal seam gas control
• communication with coal seam gas control crew members
• reading and interpretation of measuring and testing
equipment and devices
• monitoring of flows and returns

Context of and specific • The application of competency is to be assessed in the

resources for assessment workplace.
• Assessment is to occur under standard and authorised
work practices, safety requirements and environmental
constraints.
• Assessment of essential underpinning knowledge, other
than confirmatory questions, may be conducted in an
off-site context.
• Assessment is to comply with relevant regulatory or
Australian Standards requirements.
• The following resources should be made available:
• workplace location;
• equipment, materials and personnel relevant to
assisting with coal seam gas control practices;
• specifications and work instructions.

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DRTOG56A Assist withy coal seam gas control

Method of assessment • Assessment must satisfy the endorsed Assessment

Guidelines of the relevant Training Package.
• Assessment methods must confirm consistency and
accuracy of performance together with application of
required knowledge.
• Assessment can be by direct observation of tasks with
questioning on required knowledge, by verification by
third parties, or any valid method of collecting evidence of
competency..
• Assessment methods must confirm the ability to access
and correctly interpret and apply the essential required
knowledge.
• Assessment should be applied under work related
conditions and require evidence of process.
• Assessment must confirm a reasonable inference that
competency is able not only to be satisfied under the
particular circumstance, but is able to be transferred to
other circumstances.
• Assessment may be in conjunction with assessment of
other units of competency as required by the job.

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DRTOG57A Apply effective coal seam gas control practices

DRTOG57A Apply effective coal seam gas control

practices
Unit Descriptor This unit specifies the competency required to apply effective coal
seam gas(non BOP) control practices when drilling in coal-seams. It
includes the minimum criteria for competency assessment of the
application of coal seam gas control practices.
The unit covers applying coal seam gas control strategies; coordinating
crew member activities; operation and monitoring of coal seam gas
control equipment; and applying coal seam gas kill procedures.
Employability Skills This unit contains employability skills.
Application of the Unit This is a drilling unit of competency specifying the outcomes and
safe work practices which should be carried out by people
operating at AQF3 level who are applying coal seam gas control
practices in coal-seam methane gas drilling operations.

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Apply coal seam gas 1.1 Apply approved methods to control identified hazards
control strategies associated with coal seam gas control under varying
working conditions.
1.2 Recognise and respond to early warning signs of kicks
and coal seam gas going under-balanced while drilling.
1.3 Recognise kick indicators and apply kick detection
methods and responses during coal seam gas control
operations.
1.4 Operate equipment to minimise swabbing and surging.
1.5 Apply tripping methods in accordance with operating
requirements.
1.6 Apply relevant components of industry requirements and
government regulations related to coal seam gas control
and influx prevention during operations.
1.7 Prepare records and reports in according to statutory
and site requirements.

2. Coordinate coal seam gas 2.1 Inform assistants of their roles and responsibilities in a
control crew activities coal seam gas control situation and monitor their
application.
2.2 Communicate operational activities and information to
other crew during coal seam gas control operations.
2.3 Conduct coal seam gas control drills and exercises to
ensure crew readiness for emergency situations.

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DRTOG57A Apply effective coal seam gas control practices

3. Operate and monitor coal 3.1 Verify availability and set-up of coal seam gas control
seam gas control equipment.
equipment and processes 3.2 Inspect coal seam gas control equipment for safety and
fitness-for-purpose and rectify and/or report faults and
malfunctions
3.3 Install, test and operate coal seam gas control
equipment to manufacturers' and coal seam gas control
operational requirements.
3.4 Monitor, read and interpret measuring and testing
equipment and devices to ensure planned, safe, effective
coal seam gas control.
3.5 Assist in installation, maintenance and replacement of
equipment.
4. Apply coal seam gas kill 4.1 Confirm coal seam gas control procedures and
procedures activities with crew members
4.2 Apply operational instructions
4.3 Apply coal seam gas control working practices
4.4 Apply coal seam gas kill methods according to site
requirements.
4.5 Carry out emergency shutdown procedures.
4.6 Communicate incident information to other crew
members

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DRTOG57A Apply effective coal seam gas control practices

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
Specific skills are required to achieve the performance criteria of this unit, particularly for their
application in the variety of circumstances in which this unit may be applied.
This includes the ability to carry out the following, as required, for applying safe, effective coal
seam gas control practices:
• working in a team
• taking measurements
• making calculations and estimations relevant to activities
• interpreting gauges
• detecting kick warning signs and indicators
• interpreting work instructions and procedures
• supervising drill assistant
• conducting and evaluating drills and exercises
• using hand and power tools

Required knowledge:
Specific knowledge is required to achieve the performance criteria of this unit, particularly for
its application in the variety of circumstances in which this unit may be applied.
This includes knowledge of the following as required for applying safe, effective coal seam
gas control practices.
• the principles and practices of coal seam gas control
• coal seam gas control procedures and their application
• risks and their controls related to coal seam gas control
• kill principles and methods
• effects of hydrostatic pressure when drilling through gas bearing formations
• sources of ignition and their dangers and controls
• function, installation, operation, maintenance and use of coal seam gas control and
auxiliary equipment
• causes, effects and response to equipment failures
• drilling parameters and their interpretation
• purpose, operation and interpretation of measuring and testing devices
• kick detection warnings and indications and the responses to them
• purpose, type and conduct of coal seam gas control emergency drills and exercises
• causes and effects of swabbing and surging
• pressure concepts and effects
• communication methods and protocols during coal seam gas control operations
• influx parameters
• tripping requirements and techniques
• emergency shutdown methods
• type, format and implementation of coal seam gas control documents

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DRTOG57A Apply effective coal seam gas control practices

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Hazards may include: •

blow out gas to surface

• ignition of gas
• toxic gases
• pressurised coal seam gas system

Working conditions may • night time operations

include: • day time operations
• hot climates
• cold climates
• snow
• wet weather conditions
• high wind

Early warning signs may • rate of penetration trends

be: • trends shown in torque/drag

Kick indicators may • flow from coal seam gas (pump off)
include: • increase in flow from coal seam gas (pumps on)
• pit volume gain

Swabbing and surging • coal seam gas and pipe geometry

may be affected by: • coal seam gas depth
• fluid characteristics
• coal seam gas conditions and formation properties
• tool pulling and running speeds
• BHA configuration

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DRTOG57A Apply effective coal seam gas control practices

Records and reports may • specifications

include: • operator's instructions
• drilling program
• technical information
• daily pre-tour checklist
• daily pre-drilling checklist
• AP RP 53
• tour sheet
• tour reports and drilling logs
• kill sheet
• incident report form
• drilling line record sheet
• shut-in procedures
• equipment damage report

Communications may • two-way radio

include: • hand signals
• telephone
• public address system
• written work instructions

Drills and exercises may • pit drill

include: • trip drill
• abandonment drill
• evacuation

Coal seam gas control • mud system

equipment may include: • diverters
• auxiliary equipment
• pressure measuring devices
• gas detection equipment and devices
• diverters

Monitoring, reading and • drilling fluid gain or loss

interpreting may apply to: • drilling parameters
• pressure gauges
• mud balance values
• pump stroke counters
• gas readings
• amount of fluid added to coal seam gas
• kick warnings and indicators
• circulation rate

Coal seam gas control • time of coal seam gas shut-in

procedures and activities • initial shut-in pressures
may include: • stage of kill
• type of kill procedure employed
• status of coal seam gas control equipment
• flow path for coal seam gas control method
• agreed procedures

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DRTOG57A Apply effective coal seam gas control practices

Operational instructions • type of kill procedure to use

may include: • type of shut-in procedure to use
• action to be taken in the event of approaching MAASP
• monitoring pit levels

Working practices may • confirmation of shut-in

include: • monitoring of shut-in pressures
• monitoring of accumulator pressures
• correct SPM to be maintained during kill
• monitoring pump efficiency
• individual operation
• team operation
• use of personal protective equipment
• consideration of H 2S and other toxic substances
• consideration of flammables and ignition sources
• maintaining continuous communication
• reacting to on-site emergencies

Coal seam gas kill • bringing pump up to kill speed

methods may include: • maintaining constant bottom coal seam gas pressure
• shutting down the kill operation while maintaining a
constant bottom coal seam gas pressure
• controlling the influx using the Driller's Method

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Overview of assessment • To demonstrate competence in this unit a person must be

able to provide evidence that they can safely and
effectively apply coal seam gas control practices to the
site/organisation rules and procedures.
• Assessment will need to be contextualised for different
types of coal seam gas control operations, equipment and
sites.

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DRTOG57A Apply effective coal seam gas control practices

Critical aspects for The evidence required to demonstrate competency in this unit
assessment and evidence must be relevant to worksite operations and satisfy all of the
required to demonstrate requirements of the Performance Criteria, Required Skills and
competency in this unit
Knowledge of this unit and include evidence of the following:
• compliance with legislative and regulatory requirements
• inspection, operation, testing and monitoring of coal seam
gas control equipment
• response to equipment failure to maintain safety and coal
seam gas integrity
• recognition and response to kick warning signs and
indicators
• shutting-in a kicking coal seam gas well
• carrying out coal seam gas control procedures
• carrying out emergency shutdown procedures
• communicating with coal seam gas control crew members
• controlling drilling parameters
• reading and interpreting measuring and testing equipment
and devices
• monitoring and controlling circulation and circulation
paths
• completing documentation legibly and accurately

Context of and specific • The application of competency is to be assessed in the

resources for assessment workplace.
• Assessment is to occur under standard and authorised
work practices, safety requirements and environmental
constraints.
• Assessment of essential underpinning knowledge, other
than confirmatory questions, may be conducted in an
off-site context.
• Assessment is to comply with relevant regulatory or
Australian Standards requirements.
• The following resources should be made available:
• workplace location;
• equipment, materials and personnel relevant to
applying coal seam gas control practices;
• specifications and work instructions.

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DRTOG57A Apply effective coal seam gas control practices

Method of assessment • Assessment must satisfy the endorsed Assessment

Guidelines of the relevant Training Package.
• Assessment methods must confirm consistency and
accuracy of performance together with application of
required knowledge.
• Assessment can be by direct observation of tasks with
questioning on required knowledge, by verification by
third parties, or any valid method of collecting evidence of
competency..
• Assessment methods must confirm the ability to access
and correctly interpret and apply the essential required
knowledge.
• Assessment should be applied under work related
conditions and require evidence of process.
• Assessment must confirm a reasonable inference that
competency is able not only to be satisfied under the
particular circumstance, but is able to be transferred to
other circumstances.
• Assessment may be in conjunction with assessment of
other units of competency as required by the job.

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DRTOG58A Apply blow out prevention operational procedures

DRTOG58A Apply blow out prevention operational

procedures
Unit Descriptor This unit specifies the competency required to apply blow out
prevention operational procedures. It includes the minimum criteria for
competency assessment of the application of blow out prevention
operational procedures.
The unit covers applying coal seam gas control strategies; coordinating
crew member activities; operation and monitoring of coal seam gas
control equipment; and applying coal seam gas kill procedures.
Employability Skills This unit contains employability skills.
Application of the Unit The required outcomes described in this Unit of Competency
contain applicable facets of employability skills. The Employability
Skills Qualification Summary for the qualification in which this
Unit of Competency is packaged will assist in identifying
employability skill requirements.

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Apply coal seam gas 1.1 Apply approved methods to control identified hazards
control strategies associated with coal seam gas control under varying
working conditions.
1.2 Recognise and respond to early warning signs of kicks
and coal seam wells going under-balanced while drilling.
1.3 Recognise kick indicators and apply kick detection
methods and responses during coal seam gas control
operations.
1.4 Operate equipment to control swabbing and surging.
1.5 Apply tripping methods in accordance with operating
requirements.
1.6 Perform shut-in procedures for bottom-drilling and coal
seam gas tripping-in/out according to statutory and site
requirements.
1.7 Apply relevant components of industry requirements and
government regulations related to coal seam gas control
and influx prevention during operations.
1.8 Prepare records and reports in according to statutory
and site requirements.

2. Coordinate coal seam gas 2.1 Inform assistants of their roles and responsibilities in a
control crew activities coal seam gas control situation and monitor their
application.
2.2 Communicate operational activities and information to
other crew during coal seam gas control and blow out
prevention operations.
2.3 Conduct coal seam gas control drills and exercises to
ensure crew readiness for emergency situations.

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DRTOG58A Apply blow out prevention operational procedures

3. Operate and monitor coal 3.1 Verify availability and set-up of coal seam gas control
seam gas control equipment.
equipment and processes 3.2 Inspect coal seam gas control equipment for safety and
fitness-for-purpose and rectify and/or report faults and
malfunctions.
3.3 Install, test and operate coal seam gas control
equipment to manufacturers' and coal seam gas control
operational requirements.
3.4 Monitor, read and interpret measuring and testing
equipment and devices to ensure planned, safe coal seam
gas control.
3.5 Assist in installation, maintenance and replacement of
equipment.
4. Apply coal seam gas kill 4.1 Confirm coal seam gas control procedures and
procedures activities with crew members.
4.2 Check, read, interpret and record pressures and gauges
and undertake corrective action.
4.3 Apply operational instructions.
4.4 Apply coal seam gas control working practices.
4.5 Apply coal seam gas kill methods according to site
requirements.
4.6 Monitor the operation of BOP.
4.7 Monitor and adjust the operation of BOP control system.
4.8 Monitor and control circulation and circulation paths
to ensure effective coal seam gas control.
4.9 Carry out emergency shutdown procedures.
4.10 Communicate incident information to other crew
members.

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DRTOG58A Apply blow out prevention operational procedures

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
Specific skills are required to achieve the performance criteria of this unit, particularly for their
application in the variety of circumstances in which this unit may be applied.
This includes the ability to carry out the following, as required, for applying safe blow out
prevention practices:
• working in a team
• taking measurements
• making calculations and estimations relevant to activities
• interpreting gauges
• detecting kick warning signs and indicators
• completing trip sheets
• completing kill sheets
• interpreting work instructions and procedures
• supervising drill assistant
• conducting and evaluating drills and exercises
• using hand and power tools

Required knowledge:
Specific knowledge is required to achieve the performance criteria of this unit, particularly for
its application in the variety of circumstances in which this unit may be applied.
This includes knowledge of the following as required for applying safe blow out prevention
procedures.
• the principles and practices of coal seam gas control
• coal seam gas control procedures and their application
• risks and their controls related to coal seam gas control
• BOP annular equipment - types and operating principles
• BOP control system principles
• operating principles of chokes and manifolds
• kill principles and methods
• effects of hydrostatic pressure when drilling through gas bearing formations
• sources of ignition and their dangers and controls
• function, installation, operation, maintenance and use of coal seam gas control and
auxiliary equipment
• causes, effects and response to equipment failures
• drilling parameters and their interpretation
• purpose, operation and interpretation of measuring and testing devices
• kick detection warnings and indications and the responses to them
• purpose, type and conduct of coal seam gas control emergency drills and exercises
• causes and effects of swabbing and surging
• pressure concepts and effects
• communication methods and protocols during coal seam gas control operations
• influx parameters
• safe coal seam gas shut-in requirements and procedures
• tripping requirements and techniques
• constant bottom coal seam gas pressure method
• emergency shutdown methods
• type, format and implementation of coal seam gas control documents

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DRTOG58A Apply blow out prevention operational procedures

RANGE STATEMENT

The range statement relates to the unit of competency as a whole. It allows for different work
environments and situations that may affect performance. Bold italicised wording, if used in the
performance criteria, is detailed below. Essential operating conditions that may be present with
training and assessment (depending on the work situation, needs of the candidate, accessibility of the
item, and local industry and regional contexts) may also be included.

Hazards may include: •

blow out gas to surface

• ignition of gas
• toxic gases
• pressurised coal seam gas system

Working conditions may • night time operations

include: • day time operations
• hot climates
• cold climates
• snow
• wet weather conditions
• high wind

Early warning signs may • rate of penetration trends

be: • drilling break
• trends shown in torque/drag

Kick indicators may • flow from coal seam gas (pump off)
include: • increase in flow from coal seam gas (pumps on)
• pit volume gain

Swabbing and surging • coal seam gas and pipe geometry

may be affected by: • coal seam gas depth
• fluid characteristics
• coal seam gas conditions and formation properties
• tool pulling and running speeds
• BHA configuration

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DRTOG58A Apply blow out prevention operational procedures

Records and reports may • specifications

include: • operator's instructions
• drilling program
• technical information
• daily pre-tour checklist
• daily pre-drilling checklist
• BOP critical test parameters
• AP RP 53
• tour sheet
• tour reports and drilling logs
• kill sheet
• incident report form
• drilling line record sheet
• shut-in procedures
• equipment damage report

Communications may • two-way radio

include: • hand signals
• telephone
• public address system
• written work instructions

Drills and exercises may • pit drill

include: • trip drill
• abandonment drill
• evacuation

Coal seam gas control • mud system

equipment may include: • blow out preventer
• manifolds and chokes
• accumulator
• degassers
• monitors
• diverters
• auxiliary equipment
• pressure measuring devices
• gas detection equipment and devices
• Washington-type diverters

Monitoring, reading and • drilling fluid gain or loss

interpreting may apply to: • drilling parameters
• pressure gauges
• mud balance values
• pump stroke counters
• gas readings
• amount of fluid added to coal seam gas
• kick warnings and indicators
• circulation rate

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DRTOG58A Apply blow out prevention operational procedures

Coal seam gas control • time of coal seam gas shut-in

procedures and • initial shut-in pressures
activities may include: • stage of kill
• type of kill procedure employed
• status of coal seam gas control equipment
• flow path for coal seam gas control method
• agreed procedures

Corrective actions may • changing over pumps in the event of primary failure
include: • using secondary choke in the event of primary failure
• using alternate preventer in the event of primary failure
• running accumulator emergency backup in case of
primary failure

Operational instructions • type of kill procedure to use

may include: • type of shut-in procedure to use
• action to be taken in the event of approaching MAASP
• monitoring pit levels

Working practices may • confirmation of shut-in

include: • monitoring of shut-in pressures
• monitoring of accumulator pressures
• correct circulation rate to be maintained during kill
• monitoring pump efficiency
• individual operation
• team operation
• use of personal protective equipment
• consideration of H 2S and other toxic substances
• consideration of flammables and ignition sources
• maintaining continuous communication
• reacting to on-site emergencies

Coal seam gas kill • bringing pump up to kill speed

methods may include: • maintaining constant bottom coal seam gas pressure
• shutting down the kill operation while maintaining a
constant bottom coal seam gas pressure
• controlling the influx using the Driller's Method

Monitoring and adjusting • pressures

may include: • volumes
• flows

Monitoring and • existing and alternative paths from the pump through the
controlling circulation choke manifold to the disposal system
and circulation paths • valve status for specific circulating paths
may include: • assessing the circulation hydrostatic head to determine of
a drop in the level of drilling fluid in the annulus on
hydrostatics balancing pressure

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DRTOG58A Apply blow out prevention operational procedures

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Overview of assessment • To demonstrate competence in this unit a person must be

able to provide evidence that they can successfully and
safely apply blow out prevention operational procedures
to the site/organisation rules and procedures.
• Assessment will need to be contextualised for different
types of blow out prevention procedures, equipment and
sites.

Critical aspects for The evidence required to demonstrate competency in this unit
assessment and evidence must be relevant to worksite operations and satisfy all of the
required to demonstrate requirements of the Performance Criteria, Required Skills and
competency in this unit
Knowledge of this unit and include evidence of the following:
• compliance with legislative and regulatory requirements
• inspection, operation, testing and monitoring of coal seam
gas control equipment
• response to equipment failure to maintain safety and coal
seam gas integrity
• recognition and response to kick warning signs and
indicators
• shutting-in a kicking coal seam gas
• carrying out coal seam gas control procedures
• carrying out emergency shutdown procedures
• communicating with coal seam gas control crew members
• controlling drilling parameters
• reading and interpreting measuring and testing equipment
and devices
• monitoring and controlling circulation and circulation
paths
• monitoring BOP control system
• completing documentation legibly and accurately

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DRTOG58A Apply blow out prevention operational procedures

Context of and specific • The application of competency is to be assessed in the

resources for assessment workplace.
• Assessment is to occur under standard and authorised
work practices, safety requirements and environmental
constraints.
• Assessment of essential underpinning knowledge, other
than confirmatory questions, may be conducted in an
off-site context.
• Assessment is to comply with relevant regulatory or
Australian Standards requirements.
• The following resources should be made available:
• workplace location;
• equipment, materials and personnel relevant to applying
blow out prevention procedures;
• specifications and work instructions.

Method of assessment • Assessment must satisfy the endorsed Assessment

Guidelines of the relevant Training Package.
• Assessment methods must confirm consistency and
accuracy of performance together with application of
required knowledge.
• Assessment can be by direct observation of tasks with
questioning on required knowledge, by verification by
third parties, or any valid method of collecting evidence of
competency..
• Assessment methods must confirm the ability to access
and correctly interpret and apply the essential required
knowledge.
• Assessment should be applied under work related
conditions and require evidence of process.
• Assessment must confirm a reasonable inference that
competency is able not only to be satisfied under the
particular circumstance, but is able to be transferred to
other circumstances.
• Assessment may be in conjunction with assessment of
other units of competency as required by the job.

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DRTOGOF05B Carry out deck operations

DRTOGOF05B Carry out deck operations

Unit Descriptor This unit covers the carrying out of deck operations by an offshore
roustabout.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGOF05A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Plan and prepare for 1.1 Conform to safe working practices and operational
operations requirements.
1.2 Obtain operational instructions and organise the work to
be carried out accordingly.
1.3 Clarify difficulties in carrying out the instructions with the
relevant personnel.
1.4 Confirm availability and status of necessary permits to
work in accordance with operational requirements.
1.5 Confirm availability of necessary auxiliary utilities in
accordance with operational requirements.

2. Carry out deck operations 2.1 Carry out deck operations safely according to operational
requirements.
2.2 Identify faults and take appropriate remedial action within
functional responsibility.
2.3 Deal with spillages in accordance with operational
requirements.
2.4 Conform to safe working practices and current operational
requirements.
3. Assist drill crew as 3.1 Place and tier tubulars in appropriate racks.
directed 3.2 Measure and label tubulars and record details as required.
3.3 Operate air tugger winches as directed.
3.4 Give assistance in positioning BOP over moonpool.
3.5 Give assistance to crane operator in supplying marine
riser and running tools to the drill floor.
4. Operate pneumatic and 4.1 Wear appropriate protective clothing and equipment.
electric power tools 4.2 Operate pneumatic and electric power tools in accordance
with company and manufacturers' specifications.
5. Provide labour for loading 5.1 Use approved safety approach sectors for access to and
and discharge of from the aircraft.
helicopters as directed 5.2 Fuel aircraft under the direction of the aircraft captain and
using approved fuelling procedures.
5.3 Lift/move baggage and cargo between rig and helicopter
using correct lifting techniques.

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DRTOGOF05B Carry out deck operations

6. Provide labour for making 6.1 Read, interpret and apply mud material data sheets.
up drilling mud 6.2 Wear correct protective clothing and equipment in
accordance with company requirements.
6.3 Apply correct lifting techniques for handling of sack
material.
7. Carry out post-job 7.1 Confirm equipment is clean and ready for re-use
operations according to operational requirements.
7.2 Store equipment safely and securely in the designated
location according to operational requirements.
7.3 Identify faults in the equipment and take appropriate
remedial action within functional responsibility.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Carry out duties of a crane chaser/dogger according to company and statutory
requirements
• Select and fit correct stinger/slings appropriate for crane load
• Effect the transfer of personnel by crane
• Place, measure, label and record details of tubulars
• Correctly operate power tools, as directed
• Wear appropriate personal protective clothing and equipment during operation of power
tools
• Assist in running/recovery of BOP stack
• Operate air tugger winch correctly
• Assist in supply of marine riser and equipment to drill floor
• Assist in loading/discharge and fuelling of helicopter
• Assist derrickman in making up drilling mud
• Identify and report faults
• Communicate and report in accordance with company and statutory requirements
• Read and interpret standard operating procedures, work instructions and data sheets
• Apply correct lifting techniques
• Fuel aircraft under direction and in accordance with approved fuelling procedures

Required knowledge:
• Deck operations
• Company and statutory safety guidelines, procedures and practices
• Safe operating procedures
• Equipment operations
• Reporting procedures

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DRTOGOF05B Carry out deck operations

RANGE STATEMENT

This unit covers the role of an offshore roustabout in carrying out deck operations.

Briefings/handover details • Safety briefing/induction

may include: • Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include-
• company
• facility
• client
• Permit to work

Statutory adherence may • (PSLA) Petroleum Submerged Lands Act

include: • Duty of care
• Australian Standards
• Petroleum regulations

Communications may • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions

Weather conditions may • Sun, rain, wind, storms

include: • Hot and cold
• Calm to severe weather conditions
• 24 hour operation

Equipment preparation • Chipping and painting

may include: • Cleaning
• Lubricating
• Basic maintenance
• Equipment handling

Safety equipment includes: • Fire protection

• First Aid
• Personal protective equipment

Spillages may be: • Hazardous

• Non-hazardous

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DRTOGOF05B Carry out deck operations

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

Remedial action taken to • Report

deal with errors, omissions • Rectify
and shortages may • Record
include:

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Care and maintenance of hard tools
• Permit to work system
• Occupational Health and Safety/environmental
procedures

Interdependent • DRTOG01B Assist with the health and safety of the

assessment of units working environment
• DRTOG02B Assist in maintaining rig safety and
emergency procedures
• DRTOG03B Assist in establishing and maintaining
effective working relationships
• DRTOG04B Carry out equipment and basic rig
maintenance
• DRTOGOF06B Handle and store cargo
• DRTOGOF07B Contribute to the transfer of passengers
and freight during helicopter operations

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOGOF06B Handle and store cargo

DRTOGOF06B Handle and store cargo

Unit Descriptor This unit covers the handling and storage of cargo as carried out by an
offshore roustabout.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGOF06A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Prepare equipment. 1.1 Obtain operational instructions and organise the work to
be carried out accordingly.
1.2 Clarify difficulties in carrying out the instructions with
relevant personnel.
1.3 Confirm availability and status of necessary permits to
work in accordance with operational requirements.
1.4 Confirm availability of necessary auxiliary equipment in
accordance with operational requirements.
1.5 Identify errors, omissions and shortages and take
appropriate remedial action within functional responsibility.
1.6 Use equipment and tools suitable for the job and the
environment.
1.7 Prepare storage area for cargo arrival in accordance with
operational requirements.

2. Handle and store cargo. 2.1 Conform to safe working practices, safety and operational
requirements.
2.2 Handle cargo using safe handling techniques in
accordance with operational requirements.
2.3 Provide assistance with crane operations.
2.4 Pack and unpack containers in accordance with
operational requirements.
2.5 Check cargo using marks, numbers, quantities/weights, to
ensure correct identification.
2.6 Identify and report faults and take appropriate remedial
action within functional responsibility.
2.7 Store equipment and cargo safely and securely in the
designated location according to operational
requirements.
3. Handle and store bulk 3.1 Conform to safe working practices and operational
cargo. requirements.
3.2 Carry out bulk cargo transfer according to operational
requirements.
3.3 Monitor transfer of cargo in accordance with operational
requirements.
3.4 Identify and report faults accurately and take appropriate
remedial action within functional responsibility.

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DRTOGOF06B Handle and store cargo

4. Assist with crane 4.1 Conform to safe working practices and operational
operations. requirements.
4.2 Use appropriate signals to direct movement of loads.
4.3 Identify and report faults and take appropriate remedial
action within functional responsibility.
4.4 Relay information to crane operator in accordance with
operational requirements.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Implement safe working limits when handling and lifting cargo
• Assess, interpret and apply information including technical information

Required knowledge:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Safe lifting and handling techniques
• Slinging requirements
• Permit to work system
• Operational requirements and principles of equipment

RANGE STATEMENT

This unit covers the role of an offshore roustabout in handling cargo.

Briefings/handover details • Safety briefing/induction

may include: • Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include
• company
• facility
• client
• Permit to work

Statutory adherence may • (PSLA) Petroleum Submerged Lands Act

include: • Duty of care
• Australian Standards
• Petroleum regulations

Communications may • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions

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DRTOGOF06B Handle and store cargo

Written reports may • Plant movement advice (PMA)

include: • Transport manifests

Weather conditions may • Sun, rain, wind, storms

include: • Hot and cold
• Calm to severe weather conditions
• 24 hour operation

Cargo includes: • Fluids

• Powder
• Containers
• Restrained palletised
• Loose palletised
• Tubulars

Equipment includes: • Hoses

• Pumps
• Transfer equipment
• Slings
• Shackles
• Specialist handling equipment

Utilities may include: • Air

• Fuel
• Power
• Craneage
• Lighting

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

Difficulties may include: • Unclear instructions

• Imprecise details
• Lack of information

Remedial action taken to • Report

deal with errors, omissions • Record
and shortages may • Rectify
include: • Repair
• Adjust
• Replace

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DRTOGOF06B Handle and store cargo

Information may include: • Oral

• Written
• Visual

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Working knowledge of crane directions
• Lifting and slinging practices
• Selection and inspection of lifting gear

Interdependent • DRTOG01B Assist with the health and safety of the

assessment of units working environment
• DRTOG03B Assist in establishing and maintaining
effective working relationships
• DRTOG04B Carry out equipment and basic rig
maintenance

Context of assessment This unit will be assessed on an operational rig site, or using a
suitable simulation.

Resource implications Access is required to an operational rig site, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOGOF07B Assist in the transfer of passengers and freight during helicopter operations

DRTOGOF07B Assist in the transfer of passengers and

freight during helicopter operations
Unit Descriptor This unit covers the assistance in the transfer of passengers and freight
during the helicopter operations by an offshore roustabout.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGOF07A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Plan and prepare for 1.1 Conform to safe working practices and operational
operations. requirements.
1.2 Obtain operational instructions and organise the work to
be carried out accordingly.
1.3 Clarify difficulties in carrying out the instructions with the
relevant personnel.
1.4 Confirm availability and status of necessary permits to
work in accordance with operational requirements.
1.5 Confirm availability of necessary auxiliary equipment in
accordance with operational requirements.

2. Prepare for helicopter 2.1 Conform to safe working practices and operational
landing. requirements.
2.2 Site equipment for safe and optimum use in accordance
with operational instructions.
2.3 Assemble freight and baggage for transportation in
accordance with operational instructions.
3. Load and unload 3.1 Conform to safe working practices and operational
helicopter. requirements.
3.2 Make helicopter safe in accordance with operational
requirements.
3.3 Provide assistance in controlling the transfer of
passengers in accordance with operational instructions.
3.4 Assemble freight and baggage for transportation in
accordance with operational instructions.
4. Refuelling. 4.1 Provide assistance during refuelling.
4.2 Identify and report faults.
4.3 Store refuelling equipment properly after use.
5. Carry out helicopter 5.1 Obtain and wear appropriate personal protective
standby' duties. equipment.
5.2 Hold correct position on landing helipad.
5.3 Monitor landing and take off.
5.4 Report faults and take appropriate action within functional
responsibility.

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DRTOGOF07B Assist in the transfer of passengers and freight during helicopter operations

6. Prepare for helicopter 6.1 Conform to safe working practices and operational
departure. requirements.
6.2 Store equipment safely and securely in designated
location in accordance with operational requirements.
6.3 Identify and report faults and take appropriate remedial
action.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Understand effects of environmental conditions
• Implement cargo handling/weight distribution requirements
• Understand air regulations covering carriage of dangerous goods
• Understand reasons for clearing away equipment

Required knowledge:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Safe lifting and handling techniques
• Safe handling of passengers
• Safe boarding methods
• Hazards associated with approaching the aircraft
• Cargo handling/weight distribution requirements
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management
• Offshore technology

RANGE STATEMENT

This unit covers the role of an offshore roustabout in assisting with the transfer of passengers and
freight during helicopter operations.

Briefings/handover details • Safety briefing/induction

may include: • Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include-
• company
• facility
• client
• Permit to work

Statutory adherence may • (PSLA) Petroleum Submerged Lands Act

include: • Duty of care
• Australian Standards
• Petroleum regulations

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DRTOGOF07B Assist in the transfer of passengers and freight during helicopter operations

Communications may • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions

Weather conditions may • Sun, rain, wind, storms

include: • Hot and cold
• Calm to severe weather conditions
• 24 hour operation

Equipment includes: • Fire and safety equipment

• Chocks
• Hand tools
• Nets
• Power supply

Operational instruction • Passengers

may include: • Baggage
• Freight
• Refuelling
• Shutdown
• Rotors turning
• Helicopter type

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

Remedial action taken to • Report

deal with errors, omissions • Record
and shortages may • Rectify
include: • Repair
• Adjust
• Replace

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DRTOGOF07B Assist in the transfer of passengers and freight during helicopter operations

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Arrival/departure procedures
• Stand-by duties
• Loading/off-loading procedures
• Helicopter approach procedures

Interdependent • DRTOG01B Assist with the health and safety of the

assessment of units working environment
• DRTOG02B Assist in maintaining rig safety and
emergency procedures
• DRTOG03B Assist in establishing and maintaining
effective working relationships

Context of assessment This unit will be assessed using a suitable simulation or if

appropriate on an operational rig.

Resource implications Access is required to appropriate simulations or an operational

rig.

Consistency in Consistent performance is required and evidence should be

Performance available of consistent performance under a range of
situations.

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DRTOGOF09B Contribute to the control of offshore emergencies

DRTOGOF09B Contribute to the control of offshore

emergencies
Unit Descriptor This unit covers the contribution to control of emergencies and critical
situations by an offshore floorman.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: That part of DRTOGOF09A which was
specific to offshore

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Participate in gas and 1.1 Identify, interpret and apply gas alert alarms.
collision drills 1.2 Close watertight and gaslight openings in correct
sequence.
1.3 Read, interpret and apply emergency ventilation shutdown
procedure.
1.4 Assist with flood control procedures, as directed.
1.5 Identify assigned boat station and follow procedure.

2. Participate in rig 2.1 Receive, interpret and apply orders for rig abandonment.
abandonment drills. 2.2 Identify correct assigned boat station.
2.3 Read, interpret and apply correct survival capsule
boarding procedure.
2.4 Launch inflatable life raft in accordance with
manufacturers' and/or company procedure.
2.5 Obtain and wear survival suit/life jacket.
2.6 Start survival capsule in accordance with manufacturers'
and/or company procedures, as directed.
2.7 Lower and release survival capsule in accordance with
manufacturers' and/or company procedure.
2.8 Operate survival capsule spray protection and air
pressurisation system as directed.
2.9 Read, interpret and apply first aid and medivac
procedures.
3. Participate in "man 3.1 Launch lifebuoy and marker in accordance with
overboard" drills. manufacturers' and/or company procedures.
3.2 Identify, locate and raise correct alarms.
3.3 Maintain watch on man in water until rescue is effected.
3.4 Direct crane basket recovery, where appropriate.

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DRTOGOF09B Contribute to the control of offshore emergencies

4. Carry out helicopter 4.1 Obtain and wear fire resistant clothing (fearnought suit).
emergency duties 4.2 Operate flight deck fire monitors in water and foam
modes.
4.3 Operate available rescue equipment in accordance with
manufacturers and/or company procedures.
4.4 Give evacuation assistance from crash site to injured
personnel.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Implement personal protection requirements appropriate to the environment
• Recognise effects of changes of ambient conditions on operations
• Locate sources of information and interpret drawings and manuals
• Operate equipment

Required knowledge:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Emergency procedures
• Fire and gas control system
• Emergency shutdown control system
• Effects of loss of any utility and its reinstatement
• Functioning of process control, including instrumentation
• Equipment layout and its connection with other systems

RANGE STATEMENT

This unit covers the role of an offshore floorman in contributing to the control of offshore emergencies.

Briefings/handover details • Safety briefing/induction

may include: • Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include-
• company
• facility
• client
• Toolbox
• Permit to work

Statutory adherence may • (PSLA) Petroleum Submerged Lands Act

include: • Duty of care
• Australian Standards
• Petroleum regulations

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DRTOGOF09B Contribute to the control of offshore emergencies

Communications may • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions

Weather conditions may • Sun, rain, wind, storms

include: • Hot and cold
• Calm to severe weather conditions
• 24 hour operation

Alarms may include: • Audible

• Warning gestures
• Oral warnings
• Fixed system specific to installation

Critical situations may • Operational difficulties

include: • Extreme weather
• Equipment failure
• Leaks
• Fires
• Kicks

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

Information formats may • Oral

include: • Telephone
• Public address system
• Radio
• Hand signals

Reporting requirements • Oral

may include: • Written

Safety management • Organisational

systems may include: • Installation

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DRTOGOF09B Contribute to the control of offshore emergencies

Relevant actions taken to • Make safe

control and alleviate critical • Isolate
situations may include: • Shut down
• Evacuate work area
• Report
• Record
• Contain
• Rectify

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Rig and emergency procedures
• Occupational Health and Safety guidelines
• Rig layout and muster points
• Evacuation procedures

Interdependent • DRTOG08B Contribute to the health and safety of the

assessment of units working environment
• DRTOG10B Establish and maintain effective working
relationships
• DRTOG11B Prepare and operate drilling fluid systems
• DRTOG12B Perform rig floor operations

Context of assessment This unit will be assessed using a suitable simulation, or if

appropriate on an operational rig.

Resource implications Access is required to appropriate simulations or an operational

rig.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOGOF20B Monitor, operate and maintain mud pits and equipment

DRTOGOF20B Monitor, operate and maintain mud pits and

equipment
Unit Descriptor This unit covers the operation of mud pumps as carried out by an
offshore derrickman.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGOF20A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Plan and prepare for 1.1 Obtain operational instructions and organise the work to
operations. be carried out accordingly.
1.2 Clarify difficulties in carrying out the instructions with the
relevant personnel.
1.3 Confirm availability and status of necessary permits to
work in accordance with operational and legislative
requirements.
1.4 Confirm availability of necessary third party utilities in
accordance with operational requirements.
1.5 Conform to safe working practices and current legislative
and operational requirements.

2. Monitor operation of mud 2.1 Visually inspect and listen to mud pumps for abnormal
pump. sounds and leaks.
2.2 Check lubricating system and identify and report faults.
2.3 Check pressure relief valve (PRV) setting.
2.4 Check flow path.
2.5 Charge discharge dampener with nitrogen, to correct
pressure, as required.
2.6 Charge suction dampener to correct pressure.
3. Maintain and repair mud 3.1 Check all clamps when pump is turned off.
pumps. 3.2 Lubricate gear end of pump and check oil levels in gear
end of pump.
3.3 Replace defective consumables.
3.4 Check liners and swabs for size.
3.5 Identify faults or potential faults and report immediately.

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DRTOGOF20B Monitor, operate and maintain mud pits and equipment

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Recognise and report equipment malfunction or failure
• Supervise and train subordinates to provided standards
• Work as directed by driller timely and efficiently
• Check pumps visually and audibly
• Check lubrication system
• Set pressure relief valve
• Check pressure of suction and discharge dampeners
• Charge discharge damper with nitrogen
• Check clamp
• Lubricate and check oil levels in gear end of pump
• Replace swabs, liners, valves, seats and wear plates of fluid end of pump
• Prepare replacement parts for fluid end
• Ensure correct liners and swabs are in use
• Align correctly mud pump discharge valves
• Use of mechanical lifting equipment

Required knowledge:
• Mud pumps
• Company and safety guidelines, procedures and practices
• Specified maintenance procedures
• Emergency signals and procedures
• Safe operating procedures when operating equipment.
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management
• Offshore technology

RANGE STATEMENT

This unit covers the role of an offshore derrickman in operating the mud pumps.

Briefings/handover details • Safety briefing/induction

may include: • Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include-
• company
• facility
• client
• Toolbox
• Permit to work

Statutory adherence may • (PSLA) Petroleum Submerged Lands Act

include: • Duty of care
• Australian Standards
• Petroleum regulations

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DRTOGOF20B Monitor, operate and maintain mud pits and equipment

Communications may • Two-way radio

include: • Hand signals
• Telephone
• Public address system
• Written work instructions

Recording requirements • Service and maintenance

can include: • Replacement parts
• Pump operating logs

Reading materials may • Job instructions

include: • Manufacturers instruction

Weather conditions may • Sun, rain, wind, storms

include: • Hot and cold
• Calm to severe weather conditions
• 24 hour operation

Consumables include: • Fluid

• Liner
• Valves
• Seats
• Wear plates

Safety equipment includes: • Fire protection

• First Aid
• Survival

Discharges may include: • Liquids

• Gases
• Solids

Materials may include: • Flammable

• Toxic
• Corrosive
• Explosive
• Radioactive

Personal protective • Eye protection

equipment may include: • Hearing protection
• Gloves
• Footwear
• Hard hats
• Respirators

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DRTOGOF20B Monitor, operate and maintain mud pits and equipment

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Safe operation of mud pump
• Internal workings of mud pumps
• Permit to work and equipment isolation procedure
• Manual handling techniques

Interdependent • DRTOG11B Prepare and operate drilling fluid systems

assessment of units • DRTOG13B Apply Occupational Health and Safety in the
workplace
• DRTOG14B Control emergencies and critical situations
• DRTOG15B Create, maintain and enhance productive
working relationships
• DRTOG19B Operate ancillary equipment
• DRTOG20B Operate and maintain derrick
• DRTOG21B Trip casing
• DRTOG22B Trip pipe
• DRTOGOF20B Monitor, operate and maintain mud pits
and equipment

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOGOF21B Operate drilling fluids and mud pits

DRTOGOF21B Operate drilling fluids and mud pits

Unit Descriptor This unit has been borrowed from the oil gas sector where it covers the
operation of drilling fluids and mud pits as carried out by an offshore
derrickman. It also applies to mud specialists' who would work on
larger, more complex drilling operations.
Employability Skills This unit contains employability skills.
Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Plan and prepare for 1.1 Obtain operational instructions and organise the work to
operations. be carried out accordingly.
1.2 Clarify difficulties in carrying out the instructions with the
relevant personnel.
1.3 Confirm availability and status of necessary permits to
work in accordance with operational requirements.
1.4 Confirm availability of necessary third party utilities in
accordance with operational requirements.
1.5 Conform to safe working practices and operational
requirements.

2. Operate mud pits. 2.1 Align valves in pits to ensure correct pit usage as directed.
2.2 Give safety the highest priority during the operation and
entry of mud pits.
2.3 Align valves in pits to ensure correct pit usage as directed.
2.4 Double check plugs for operation.
2.5 Seal or secure tanks to prevent accidental entry.
2.6 Set high and low alarms where applicable.
2.7 Operate mud pit room ventilation system as required.
2.8 Operate hoppers in accordance with operating
procedures.
2.9 Operate dust extraction system during mixing, if
applicable.
2.10 Check safety showers and eye washes are accessible and
operational.
2.11 Supervise forklifts operations.
2.12 Store chemicals in appropriate storage area.
2.13 Read, interpret and place material Safety Data Sheets
(MSDS) in an accessible place.
3. Operate, maintain and 3.1 Engage and/or adjust appropriate equipment as directed
repair mud conditioning by supervisors or mud engineer.
equipment. 3.2 Clean all equipment and visually inspect for leaks, proper
operation, in accordance with company and/or
manufacturer's specifications.
3.3 Identify faults or potential faults and report immediately.
3.4 Perform periodic or scheduled preventative maintenance
on all mud treatment units in accordance with company
and/or manufacturer's specifications.

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DRTOGOF21B Operate drilling fluids and mud pits

4. Monitor mud. 4.1 Monitor and record mud properties/parameters.

4.2 Set alarms to monitor mud.
4.3 Check viscosity and weight of mud conform to
specifications as directed by mud engineer.
4.4 Maintain appropriate volumes and types of drilling fluids
as required by well program or company.
4.5 Use appropriate mixing procedures to obtain desired
properties.
4.6 Apply proper safety procedures and equipment for mixing
and handling of chemicals.
4.7 Recognise warning signs of a kick and report immediately.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Recognise and report equipment malfunction or failure
• Supervise and train subordinates to provided standards
• Work as directed by driller and assistant driller
• Operate equipment in accordance with good oilfield practice and company policy
• Align valves in pits for operability and safety
• Operate and service mud treatment equipment
• Perform periodic or scheduled preventative maintenance on mud condition equipment
• Replace screens and cones on shakers and desilters/desanders
• Operate and service transfer valve
• Weigh mud and perform viscosity checks
• Maintain volumes and types of drilling fluids as required
• Use correct mixing procedures to ensure required properties in drilling fluid
• Use correct safety procedures and equipment for mixing and handling chemicals in
accordance with manufacturer's data sheet
• Regularly monitor pit levels, mud properties and cuttings size

Required knowledge:
• Drilling operation
• Functions of the mud pits
• Warning signs of kicks
• Company and statutory safety guidelines, procedures and practices
• Safe operating procedures when operating equipment
• Troubleshooting techniques

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DRTOGOF21B Operate drilling fluids and mud pits

RANGE STATEMENT

This unit covers the role of an offshore derrickman in operating the mud pits or a mud specialist in the
non-hydrocarbon sector.

Briefings/handover details • Safety briefing/induction

may include: • Pre-tour safety meeting
• Weekly safety meetings
• Job Safety Analysis (JSA)
• Agreed procedures may include-
• company
• facility
• client
• Toolbox
• Permit to work

Statutory adherence may • (PSLA) Petroleum Submerged Lands Act

include: • Duty of care
• Australian Standards

Communications may • Alarm systems

include: • Two-way radio
• Hand signals
• Telephone
• Public address system
• Written work instructions

Recording requirements • Shaker screens

can include: • Mud properties
• Volume of liquid mud
• Size of cuttings
• Pit level
• Service and maintenance
• Replacement parts
• Chemical stocks

Reading materials may • Job instructions

include: • Manufacturer's specifications
• Chemical labels
• Material Safety Data Sheet (MSDS)

Numerical calculations • Mud viscosity

may include: • Mud weight
• Volume
• Uphole velocity
• Quantities
• Pressure
• Water loss

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DRTOGOF21B Operate drilling fluids and mud pits

Alarm systems may • Gas

include: • Fire

Equipment may include: • Shaker

• Degasser
• Desilter
• Desander
• Mud cleaner
• Agitators

Weather conditions may • Sun, rain, wind, storms

include: • Hot and cold
• Calm to severe weather conditions
• 24 hour operation

Safety equipment includes: • Fire protection

• First aid
• Survival

Discharges may include: • Liquids

• Gases
• Solids
• Dry powder

Materials may include: • Flammable

• Toxic
• Corrosive
• Explosive
• Radioactive

Personal protective • Eye protection

equipment may include: • Hearing protection
• Gloves
• Footwear
• Hard hats
• Respirators
• Aprons
• Rubber boots
• Full face visors
• Rubber gloves

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies

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DRTOGOF21B Operate drilling fluids and mud pits

Recognised warning signs • Pit level change is observed and reported immediately
of a kick are: • Mud property change is observed and reported
immediately
• Volume of mud change is observed and reported
immediately
• Size of cuttings change is observed and reported
immediately
• Pump pressure is observed and reported immediately

Alarm systems may • High and low alarm

include: • Mud density alarm
• Low/high pressure
• Gas
• Fire

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Safety is highest priority during operation and entry of
mud pits
• Application of calculations such as-
• flow rates
• mud weight, control of pressurised formation
• Adequate training in the use of well control and system
procedure
• Ability to adapt to new situations using appropriate
strategies (e.g. innovations, persistence, resourcefulness)
• Recognise kick signs
• Inadvertent opening of chump valves
• Well control and system procedure

Interdependent • DRTOG13B Apply occupational health and safety in the

assessment of units workplace
• DRTOG14B Control emergencies and critical situations
• DRTOG15B Create, maintain and enhance productive
working relationships
• DRTOG20B Conduct and maintain derrick operations
• DRTOG19B Operate and maintain ancillary equipment
• DRTOG21B Trip casing
• DRTOG22B Trip pipe
• DRTOGOF20B Monitor, operate and maintain mud pits
and equipment
• Relevant non-hydrocarbon units

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DRTOGOF21B Operate drilling fluids and mud pits

Resource implications This unit requires access to the mud operations in a complex
drilling operation.

Consistency in Evidence should be available of the ability to operate mud

performance systems in a range of typical complex drilling operations.

Context of assessment Assessment would typically look for evidence accumulated as

a result of operating mud systems in a number of complex
drilling operations.

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DRTOGON06B Carry out rig lease operations

DRTOGON06B Carry out rig lease operations

Unit Descriptor This unit covers the operation of a rig lease by an onshore leasehand.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON06A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Assist drill crew in 1.1 Place and tier tubulars in appropriate racks.
positioning and recording 1.2 Measure, label and record tubulars as required.
detail of tubulars. 1.3 Operate front end loader in accordance with
manufacturers' specifications.

2. Operate pneumatic and 2.1 Wear appropriate protective clothing and equipment.
electric power tools as 2.2 Use tools in accordance with manufacturer's instructions.
directed.

3. Assist drill crew as 3.1 Assist operator of air tugger winches as directed.
directed in running and 3.2 Assist in positioning BOP, as directed.
recovery of BOP stack. 3.3 Assist crew by supplying tools to the drill floor as required.
4. Provide labour for loading 4.1 Use approved safety approach.
and unloading transport. 4.2 Use correct lifting techniques and use forklift a safe
manner.
5. Provide labour for making 5.1 Comprehend mud material data sheets.
up drilling mud, as 5.2 Use protective clothing and equipment in accordance with
directed. data sheet recommendations.
5.3 Lift sack material correctly.
5.4 Use safety equipment correctly in event of personal
contact with hazardous materials.

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DRTOGON06B Carry out rig lease operations

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Report regularly to and work as directed by the driller/derrickman timely and efficiently
• Select and fit correct stinger/slings appropriate for loads
• Transfer equipment by forklift
• Place, measure, label and record details of tubulars
• Operate power and pneumatic tools, wearing appropriate protective clothing
• Assist in running/recovery of BOP stack
• Operate air tugger winch
• Assist in supply of transport equipment to drill floor and loading/unloading
• Assist derrickman in making up drilling mud

Required knowledge:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Drill floor operations
• Safe operational practices
• Numerical tasks involving measurement, e.g. tapes, rulers, calibration devices
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management

RANGE STATEMENT

This unit covers the role of an onshore leasehand in operating a rig lease.

Briefings/handover details • Location of potential hazards

may include: • Pre-tour safety meeting
• Task specific - Job Safety Analysis (JSA)
• Environmental requirements

Statutory adherence may • Occupational Health and Safety Acts and Regulations
include: • Petroleum regulations
• Environmental regulations
• Safe working procedures
• Protective clothing
• Environmental

Communications may • Two-way radio

include: • Hand signals
• Verbal
• Written

Reading tasks may • Work schedules

include: • Manufacturers' instructions
• Mud material data sheets

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DRTOGON06B Carry out rig lease operations

Weather conditions may • Wet/dry

include: • Hot/cold
• Storms - dust storms, lightning
• Day/night

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Briefings/handover
• Communications
• Weather conditions
• Current licences for forklift, front end loader

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG01B Assist with the health and safety of the
working environment
• DRTOG02B Assist in maintaining rig safety and
emergency procedures
• DRTOG03B Assist in establishing and maintaining
effective working relationships
• DRTOG04B Carry out equipment and basic rig
maintenance
• DRTOGON07B Move loads

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOGON07B Move loads

DRTOGON07B Move loads

Unit Descriptor This unit covers the moving of equipment using forklifts, cranes and
other loading equipment by onshore leasehand.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON07A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Plan job. 1.1 Identify potential hazards associated with the use of
cranes and other load moving equipment and plan
measures to eliminate or control these hazards.
1.2 Obtain site information as necessary.
1.3 Select optimum prevention/control measures.
1.4 Identify adequate site access and egress.
1.5 Determine coordination requirements with other site
personnel.
1.6 Identify appropriate materials, tools and equipment.
1.7 Check appropriate approvals for work and persons.
1.8 Develop the job method and sequence to include hazard
prevention control measures and safety procedures.
1.9 Develop the job to include hazard prevention/control
measures and to applicable Australian Standards, codes
of practice and to equipment manufacturer's
specifications.

2. Prepare site for rigging 2.1 Isolate the site using barriers as necessary.
work. 2.2 Implement safety procedures including necessary
signage.
2.3 Where appropriate, assemble and erect lifting or pulling
device.
3. Carry out load movement. 3.1 Perform load moving in accordance with planned hazard
prevention and control measures, to approved safe work
practices, and to appropriate Australian Standards, codes
of practice and manufacturer's specifications.
3.2 Work safely at heights and/or on uncompleted structures
and/or within uncompleted structures and/or in confined
and enclosed spaces.
3.3 Inspect load connection equipment and where appropriate
load movement equipment for safety.
3.4 Connect equipment to load to manufacturer's
specifications and Australian Standards as appropriate.

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DRTOGON07B Move loads

4. Carry out load movement. 4.1 Connect load to movement device with appropriate
techniques using appropriate equipment.
4.2 Calculate loads and appropriate safe working loads using
load charts and standard calculation rules.
4.3 Use appropriate communication and signal methods to
coordinate the load movement with safety.
4.4 Give signals both within sight and out of sight of
equipment operator.
4.5 Move the load with due regard for load centre of gravity,
access, obstacles, wind conditions and final resting
position(s).
4.6 Follow any specifications given by the designer relative to
the load.
4.7 Ensure the stability of the load throughout the load
movement procedure.
4.8 Use load shifting equipment in a manner that maintains
adequate stability.
4.9 Use rigging gear in accordance with codes of practice and
guides.
5. Place and secure the 5.1 Check and select appropriate materials for fixing and
load. anchoring the load.
5.2 Use appropriate fixing methods to secure the load. Load
securing may include both temporary and permanent
methods including appropriate temporary bracing and load
supports.
5.3 Install temporary securing where hazards and weather
conditions may vary during the load movement and/or
construction.
5.4 Lower the load safely using appropriate equipment and
communication methods.
5.5 Follow appropriate designer's specifications during the
placement and securing of the load.
6. Ensure continuing 6.1 Follow load movement procedure to ensure load and/or
stability. structural stability.
6.2 Maintain any temporary bracing and/or load support until
continuing stability is ensured.
6.3 Follow manufacturer's and/or designer's specifications
relating to load stability.
6.4 Complete the load and/or structure to manufacturer's,
designer's specifications and to appropriate Australian
Standards.
6.5 Identify local conditions which may affect the continuing
stability and take measures to ensure continuing stability.
7. Dismantle and remove 7.1 Dismantle load shifting equipment in a safe and orderly
load shifting equipment. manner.
7.2 Take appropriate steps to dismantle and remove items
brought on-site during site preparation.

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DRTOGON07B Move loads

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Rigging procedures
• Safe operational practices
• Conversion between metric and imperial
• Range of numerical calculations and measurements
• Interpretation of graphical representation, e.g. maps, diagrams
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management

Required knowledge:
• Report regularly to and work as directed by the driller/derrickman timely and efficiently
• Apply whippings to end of fibre cordage
• Tie reef knot, clove hitch and rolling hitch in fibre cordage
• Apply back splice, short splice and eye splice in fibre cordage
• Inspect and identify, report and repair faults in hooks, shackles and slings prior to use
• Select correct equipment for pick-up and lay down of tubulars and nubbins

RANGE STATEMENT

This unit covers the role of an onshore leasehand in planning and preparing work for basic rigging.

Briefings/handover details • Work inspection

may include: • Location of potential hazards

Statutory adherence may • Occupational Health and Safety

include: • Duty of care
• Environmental
• Petroleum regulations

Communications may • Two-way radio

include: • Oral instruction

Data to be reviewed for • Australian Standards for hazard control

specific information may • Job schedule/instructions
include: • Lubrication schedule
• Manufacturers' specifications
• Work specification
• Plans/drawings
• Safe working loads
• Instructions from load designer

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DRTOGON07B Move loads

Written tasks may include: • Basic line drawings

• Site sketches
• Inspection/repair records

Range of numerical tasks • Mass

may include: • Load dimensions
• Safe working load calculations

Reading materials may • Load charts

include: • Manufacturer/designer specifications
• Appropriate Australian Standards
• Work schedules

Numerical tasks may • Length

include: • Quantities
• Volume
• Conversion factors

Weather conditions may • Day/night

include: • Storms and lightning
• Hot/cold
• Wet/dry

Load connecting to device • Slings

may include: • Rope
• Shackles
• Eye bolts
• Spreader beams and equalising gear
• Clamps
• Pulley systems
• Chain blocks and pull lifts
• Winches
• Jacks
• Skids, skates and sliding shoes
• Rollers
• Cradle timbers
• Chocks and wedges
• Packers
• Fish-plates and bolts
• Feeler gauges
• Rigging screws
• Turfers
• Turn buckles

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DRTOGON07B Move loads

Communication signals to • Stop

coordinate load movement • Raise
may include but are not • Lower
limited to: • Slew - left and right
• Luff - boom up and down
• Extend boom
• Retract book

Signals for load moving • Verbally

are given using any of the • With hand signals to Australian Standards
following methods: • With whistles/hooters to Australian Standards
• With two-way radios/telephones
• With light signals to Australian Standards

Equipment range dogging • Movement of plant and equipment

and rigging work is • Steel erection
associated with: • Particular hoists
• Placement of pre-cast concrete
• Safety nets and static lines
• Mast climbers
• Perimeter safety screens and shutters and
• Cantilevered crane loading platforms

and excludes work • Use of load equalising gear

including: • Rigging of cranes, conveyors, dredges and excavators
• Tilt-slabs
• All hoists with jobs and self climbing hoists
• Demolition
• Dual lifts
• Rigging of gin poles and shear legs
• Flying foxes and cableways
• Guyed derricks and structures and
• Suspended scaffolds and fabricated hung scaffolds

Recorded information may • Tubulars and equipment

include: • Faults and defects
• Downhole tools and pipe measurements
• Quantities of lubricants used

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DRTOGON07B Move loads

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Current State/Territory Occupational Health and Safety
legislation, standards and codes of practice
• The hierarchy of hazard control measures with
elimination, substitution, isolation and engineering control
measures being selected before safe work practices and
personal protective equipment

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG01B Assist with the health and safety of the
working environment
• DRTOG02B Assist in maintaining rig safety and
emergency procedures
• DRTOG03B Assist in establishing and maintaining
effective working relationships
• DRTOG04B Carry out equipment and basic rig
maintenance
• DRTOGON06B Carry out rig lease operations

Underpinning knowledge • Occupational Health and Safety obligations

• Company and statutory guidelines, procedures and
practices
• Rigging procedures
• Safe operational practices
• Conversion between metric and imperial
• Range of numerical calculations and measurements
• Interpretation of graphical representation, e.g. maps,
diagrams
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management

Underpinning skills

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

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Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOGON15B Manage subordinates and equipment

DRTOGON15B Manage subordinates and equipment

Unit Descriptor This unit covers the management of subordinates and equipment as
carried out by an onshore derrickman/derrickhand.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON15A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Manage subordinates 1.1 Conduct pre-job meeting.

effectively. 1.2 Make all members of the team aware of their roles and
responsibilities.
1.3 Supervise floorhands as directed by the driller/assistant
driller.
1.4 Assist drilling crew members with training.
1.5 Follow and practise proper safety procedures and policies.
1.6 Plan work to be performed upon approval of supervisor.
1.7 Carry out drilling responsibilities as required.

2. Train subordinates. 2.1 Implement company policy, procedure and practices.

2.2 Induct new hands in accordance with company and
statutory requirements.
2.3 Assist subordinates in upgrading their positions.
2.4 Assist subordinates in meeting their on-the-job training
program requirements.
2.5 Instruct crew in the care and handling of derricks.
3. Maintain logs and records. 3.1 Determine range and required frequency of logs and
records.
3.2 Maintain daily log of drilling fluid properties.
3.3 Maintain daily log of drilling chemicals and mud material
usage.
3.4 Maintain preventative maintenance records.
3.5 Maintain log and records of equipment and parts usage.
3.6 Complete log records and shift reports accurately and
legibly.

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DRTOGON15B Manage subordinates and equipment

4. Maintain all equipment in 4.1 Perform and record daily maintenance checks.
circulation system. 4.2 Follow manufacturer's recommendations in care of
equipment.
4.3 Check sensor systems to ensure they are full of fluid and
pumped up.
4.4 Check detection system, sensing heads and level
indicators.
4.5 Check cooling system, pony rod wipers, rod packing, etc.
4.6 Check shale shaker and screens.
4.7 Isolate each mud tank before dumping to avoid mud loss
or lost circulation.
4.8 Check derrick grits and safety pins.
4.9 Check tongline and drilling line.
4.10 Examine crown sheaves for wear or damage.

5. Maintain proper 5.1 Advise supervisor of all current conditions and any
communication. changes.
5.2 Use proper hand signals in derrick operations.
5.3 Use correct handover procedures with relief.
5.4 Place orders for stock or equipment maintenance in
advance of need, to ensure continuous availability.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Set a good example to other members of the crew
• Anticipate and troubleshoot problems
• Use slack time to keep equipment clean and in good repair
• Be a self-starter and work independently
• Supervise floorhands and assist subordinates in on-the-job training program
• Train drill crew
• Follow and practise correct safety procedures and policies
• Effectively plan work
• Prepare complete and readable reports and maintain logs and records
• Complete calculations and tests
• Communicate appropriately

Required knowledge:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Drilling operation (holding valid Well Control Certificate)
• Hand signals between crane operator and derrickman/derrickhand
• Shift handover procedure
• Log maintenance
• Tests and calculations
• Work performance supervision and assessment
• Training
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management

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DRTOGON15B Manage subordinates and equipment

RANGE STATEMENT

This unit covers the role of an onshore derrickman/derrickhand in managing subordinates and
equipment.

Briefings/handover details • Work inspection

may include: • Location of potential hazards
• Pre-tour safety meetings
• Task Specific - Job Safety Analysis (JSA)
• Register of equipment maintenance
• Assist with supervision of crews

Statutory adherence may • Occupational Health and Safety

include: • Duty of care
• Environment
• Codes of practice
• Australian Standards
• Petroleum regulations

Communications may • Two-way radio

include: • Intercom
• Telephone
• Written instruction
• Oral instruction
• Hand signals

Communication skills may • Giving instructions

include: • Providing constructive feedback
• Conducting a meeting

Written tasks may include: • Mud additive stock control

• Daily logs
• Maintenance checks
• Equipment and spare parts usage

Reading tasks may • Job instructions

include: • Technical information
• Training materials

Weather conditions may • Day/night

include: • Storms and lightning
• Hot/cold
• Wet/dry (dusty)

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DRTOGON15B Manage subordinates and equipment

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Maintain equipment
• Manage subordinates
• Obtain Occupational Health and Safety standards and
safe work practices
• Train subordinates
• Maintain proper communication
• Ability to complete required documentation legibly and
accurately within the specified timeframe

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG13B Apply Occupational Health and Safety in the
workplace
• DRTOG14B Control emergencies and critical situations
• DRTOG15B Create, maintain and enhance productive
working relationships
• DRTOGON17B Prepare and operate drilling fluid systems
• DRTOGON18B Maintain services and operations to meet
quality standards
• DRTOG19B Operate and maintain ancillary equipment
• DRTOG20B Conduct and maintain derrick operations
• DRTOG21B Trip casing
• DRTOG22B Trip pipe
• DRTOGON23B Operate mud pumps
• DRTOGON24B Operate mud systems

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOGON17B Prepare and operate drilling fluid systems

DRTOGON17B Prepare and operate drilling fluid systems

Unit Descriptor This unit covers the operation of drilling fluid systems as carried out by
an onshore derrickman.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON17A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Plan and prepare for 1.1 Assess geographic layout of the active, reserve and slug
operations. pits.
1.2 Assess operation of mud mixers, dump valves and
equalising valves.
1.3 Identify and locate mud pump and discharge system.

2. Establish operational 2.1 Obtain operational instructions and organise the work to
requirements. be carried out accordingly.
2.2 Clarify difficulties in carrying out the instructions with the
relevant personnel.
2.3 Confirm availability and status of necessary permits to
work in accordance with operational and legislative
requirements.
2.4 Confirm availability of necessary third party utilities in
accordance with operational requirements.
2.5 Confirm availability of required quantities and type of
consumables against operational requirements.
2.6 Identify errors, omissions and shortages and take
appropriate remedial action within functional responsibility.
3. Select and test 3.1 Conform to safe working practices and current legislative
equipment. and operational requirements.
3.2 Identify and select equipment appropriate for the work to
be performed and conform to operational requirements.
3.3 Confirm equipment is functional and fit for the purpose
and the environment in which it will be used.
3.4 Identify defects in the equipment and take appropriate
remedial action within functional responsibility.

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DRTOGON17B Prepare and operate drilling fluid systems

4. Prepare drilling fluids. 4.1 Conform to safe working practices and current legislative
and operational requirements.
4.2 Confirm availability of sufficient quantities and types of
fluids against operational requirements.
4.3 Confirm tanks and mixing equipment are clean and free
from contamination in accordance with instructions.
4.4 Mix and treat fluids in accordance with the specification.
4.5 Obtain samples and correctly label and store according to
operational requirements.
4.6 Identify defects in the equipment and take appropriate
remedial action within functional responsibility.
5. Pump drilling fluids. 5.1 Conform to safe working practices and current legislative
and operational requirements.
5.2 Confirm recording and monitoring devices are preset to
required parameters.
5.3 Operate equipment in accordance with operational
requirements.
5.4 Identify faults and defects accurately and take appropriate
remedial action within functional responsibility.
5.5 Operate pipe in the derrick manually and under
supervision.
5.6 Grease crown block and identify hanging sheaves.
5.7 Record data accurately at appropriate times and
frequencies in accordance with operational requirements.
6. Operate hopper system. 6.1 Recognise operation of the hopper system.
6.2 Operate and maintain shale shakers, desilter, desander,
degasser, mud cleaner and centrifuge in accordance with
company and manufacture's requirements.
6.3 Measure and log mud properties correctly.
6.4 Recognise, record and report changes in returns of drilling
fluid and pit volumes.

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DRTOGON17B Prepare and operate drilling fluid systems

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Maintain and operate mud mixers, dump valves and equalising valves in the mud pits
system
• Safely add mud materials to the mud systems under the mud engineer's instructions
• Operate and maintain all the mud treatment units
• Accurately take mud properties readings and legibly record them
• Interpret and act on additional flow in the mud returns or an increase in mud pit volume
• Operate pipe in derrick as directed either manually or using hydraulic racking system
where fitted
• Assess need and action greasing of crown block and hanging sheaves

Required knowledge:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Chemical handling procedures
• Operating principles of the systems equipment and their relationship to other plant
• Fluid types and composition
• Rig safety and emergency procedures
• Safe operating procedures when operating equipment
• Layout of mud circulating, mixing and suction systems
• Geography of active, reserve and slug pits
• Layout of shaker, degasser and settling pits, and sand traps
• Materials Safety Data Sheet (MSDS)
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management

RANGE STATEMENT

This unit covers the role of an onshore floorman in operating drilling fluid systems.

Briefings/handover details • Pre-tour safety meeting

may include: • Work inspection
• Job Safety Analysis (JSA)
• Tour reports updated
• Permit prepared where applicable
• Safety equipment inspected and used as appropriate

Statutory adherence may • Occupational Health and Safety

include: • Duty of care
• Environment
• Code of practice
• Australian Standards
• Petroleum regulations

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DRTOGON17B Prepare and operate drilling fluid systems

Communications may • Two-way radio

include: • Intercom
• Oral instruction
• Written instruction

Weather conditions may • Day/night

include: • Storm/lightning
• Hot/cold
• Wet/dry

Equipment may include: • Pumps

• Lines
• Hoppers
• Manifolds
• Solids control equipment
• Gas control equipment

Fluid systems include: • Mixing

• Transfer
• Bulk
• Circulating

Fluid mix specification • Volume

includes: • Density
• Viscosity
• Mud properties

Parameters include: • Flow rate

• Pressure
• Density

Remedial action taken to • Report

deal with errors, omissions • Record
and shortages may • Adjust
include: • Repair
• Isolate

Working practices may • Individual operation

include: • Team operation
• Use of personal protective equipment
• Consideration of H 2S and other toxic substances
• Continuous communication maintained
• Reacting to on-site emergencies
• Dealing with contamination

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DRTOGON17B Prepare and operate drilling fluid systems

Preparation may include: • Geographic layout of the active, reserve and slug pits
• Operation of mud mixers, dump valves and equalising
valves
• Mud pump and discharge system
• Mud materials safety data sheets
• Layout of shaker pits, degasser pit, settling pit and sand
trap

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Planning and preparation
• Preparation and operation of drilling fluid system
• Comply with safe operating procedures
• Hazard identification and use of PTW system/lookout -
tagout

Interdependent Competence must be assessed and achieved for each unit.

assessment of units
• DRTOG13B Apply Occupational Health and Safety in the
workplace
• DRTOG14B Control emergencies and critical situations
• DRTOGON15B Manage subordinates and equipment
• DRTOG15B Create, maintain and enhance productive
working relationships
• DRTOGON18B Maintain services and operations to meet
quality standards
• DRTOG19B Operate and maintain ancillary equipment
• DRTOG20B Conduct and maintain derrick operations
• DRTOG21B Trip casing
• DRTOG22B Trip pipe
• DRTOGON23B Operate mud pumps
• DRTOGON24B Operate mud systems

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOGON18B Maintain services and operations to meet quality standards

DRTOGON18B Maintain services and operations to meet

quality standards
Unit Descriptor This unit covers the maintenance of services and operations to meet
quality standards by an onshore derrickman/derrickhand.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON18A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Maintain services and 1.1 Satisfy delivery, quantity and cost requirements on
operations. operations and services.
1.2 Meet quality, safety and delivery specifications
consistently for work activities.
1.3 Give information and advice accurately and in line with
policy.
1.4 Ensure requirements relating to work activities contain all
relevant information.
1.5 Disseminate requirements relating to work activities
correctly to all relevant people.
1.6 Carry out all communications in a manner, and at a level
and pace likely to promote understanding and effective
working relationships.
1.7 Pass on information which affects customers and the
efficiency of operations and services to the appropriate
people.
1.8 Note factors which may cause operations to be disrupted
and take appropriate measures to minimise their effects.
1.9 Complete records related to operations and services
accurately and in compliance with requirements.
1.10 Implement and maintain systems to monitor quantity,
quality, cost and time specifications for service/product
delivery correctly.
1.11 Pass proposals for improvements in operations and
services, when made, to the appropriate people.

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DRTOGON18B Maintain services and operations to meet quality standards

2. Maintain the necessary 2.1 Ensure work conditions and the use of resources satisfy
conditions for an effective current legislation, approved codes of practice, and
and safe work organisational requirements.
environment. 2.2 Keep maintenance procedures in accordance with
requirements.
2.3 Deal with accidents and incidents effectively and
according to legal and organisational requirements and
approved codes of practice.
2.4 Identify potential or actual breaches of requirements and
take the appropriate action.
2.5 Pass on recommendations for improving conditions to the
appropriate people with minimum delay.
2.6 Complete all necessary records accurately, legibly and
make available to authorised people with minimum delay.
2.7 Maintain health and safety systems and procedures
according to requirements and instruct people accordingly.
2.8 Maintain security systems and procedures according to
requirements.
2.9 Inform relevant people of changes in procedures and
requirements.
2.10 Take action to improve efficiency.
2.11 Ensure the work environment is conducive to work activity.

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Locate and implement company policies, procedures and instruction
• Pass on information accurately and completely
• Complete reports and lodge on time
• Respond to commands or directions

Required knowledge:
• Occupational Health and Safety obligations
• Company and statutory guidelines, procedures and practices
• Emergency procedures
• Environmental policy
• Understand reporting procedures
• Emergency response procedures
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management

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DRTOGON18B Maintain services and operations to meet quality standards

RANGE STATEMENT

This unit covers the role of an onshore derrickman/derrickhand in maintaining services and operations
to meet quality standards.

Briefings/handover details • Work inspection

may include: • Location of potential hazards
• Task specific - Job Safety Analysis (JSA)
• Pre-tour safety meetings
• Delegate and supervision of crews
• Encouraging teamwork and clear communication

Statutory adherence may • Occupational Health and Safety

include: • Duty of care
• Environment
• Code of practice
• Australian Standards
• Petroleum regulations

Communications may • Two-way radio

include: • Intercom
• Oral instruction
• Written instruction

Weather conditions may • Day/night

include: • Storm/lightning
• Hot/cold
• Wet/dry

Conditions may include: • Work environment

• Equipment
• Materials
• Procedures
• Special needs

Organisational and legal • Health, hygiene and safety legislation

requirements may include: • Employment and other legal legislation
• Industry-specific legislation
• Approved codes of practice
• Organisational policies, practices and procedures
• Environmental legislation
• Customer requirements

People to be kept informed • Those for whom one has responsibility

may include: • Line managers
• Staff representatives
• Colleagues
• Customers
• Suppliers

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DRTOGON18B Maintain services and operations to meet quality standards

Records may include: • Written

• Computer-based

Reporting requirements • Oral

may include: • Written

Information may include: • Customer requirements

• Performance of services, operations and products in
relation to requirements

Systems to monitor • Quality assurance

quantity, quality, cost and • Administrative
resource requirements • Process
may include:

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Organisational and legal requirements
• Communications
• Reporting requirements

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG13B Apply Occupational Health and Safety in the
workplace
• DRTOG14B Control emergencies and critical situations
• DRTOGON15B Manage subordinates and equipment
• DRTOG15B Create, maintain and enhance productive
working relationships
• DRTOGON17B Prepare and operate drilling fluid systems
• DRTOG19B Operate and maintain ancillary equipment
• DRTOG20B Conduct and maintain derrick operations
• DRTOG21B Trip casing
• DRTOG22B Trip pipe
• DRTOGON23B Operate mud pumps
• DRTOGON24B Operate mud systems

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation

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DRTOGON18B Maintain services and operations to meet quality standards

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOGON23B Operate mud pumps

DRTOGON23B Operate mud pumps

Unit Descriptor This unit covers the operation of mud pumps as carried out by an
onshore derrickman/derrickhand.
Employability Skills This unit contains employability skills.
Application of the Unit • Units replaced: DRTOGON23A

• Links to other units: None

• Links outside this Training Package:Nil

Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Plan and prepare for 1.1 Conform to safe working practices and current legislative
operations. and operational requirements.
1.2 Obtain operational instructions and organise the work to
be carried out accordingly.
1.3 Clarify difficulties in carrying out the instructions with the
relevant personnel.
1.4 Confirm availability and status of necessary permits to
work in accordance with operational and legislative
requirements.
1.5 Confirm availability of necessary third party utilities in
accordance with operational requirements.

2. Monitor mud pumps. 2.1 Visually inspect and listen to mud pumps for abnormal
sounds or noise.
2.2 Check piston lubricating system.
2.3 Check pop-off valve setting.
2.4 Check pressure of suction and discharge dampeners.
2.5 Charge discharge dampener with nitrogen, as required.
3. Maintain and repair mud 3.1 Check pony rod clamp when pump is turned off.
pumps. 3.2 Lubricate gear end of pump and check oil levels in gear
end of pump.
3.3 Identify faults or potential faults and report immediately.
3.4 Identify, record and/or report requirement for repair or
maintenance of mud pumps.
3.5 Replace defective swabs, liner, valves, seats and wear
plates of the fluid end of pump.
3.6 Ready replacement parts for fluid end of pump.
3.7 Check liners and swabs for correctness.

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DRTOGON23B Operate mud pumps

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Recognise and report equipment malfunction or failure
• Supervise and train subordinates to provided standards
• Work as directed by driller timely and efficiently
• Check pumps visually and aurally
• Check piston lubrication system
• Set pop-off valve
• Check pressure of suction and discharge dampeners
• Charge discharge damper with nitrogen
• Check pony rod clamp
• Lubricate and check oil levels in gear end of pump
• Replace swabs, liners, valves, seats and wear plates of fluid end of pump
• Prepare replacement parts for fluid end
• Ensure correct liners and swabs are in use
• Align correctly mud pump discharge valves

Required knowledge:
• Mud pumps
• Company and statutory safety guidelines, procedures and practices
• Emergency signals and procedures
• Safe operating procedures when operating equipment
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management

RANGE STATEMENT

This unit covers the role of an onshore derrickman/derrickhand in operating the mud pumps.

Briefings/handover details • Review of operational requirements

may include: • Maintenance and inspection of pumping equipment
• Maintain fluid system to pumps
• Review PTW requirements
• Pre-tour safety meeting
• Review of relative Job Safety Analysis (JSA)

Statutory adherence may • Occupational Health and Safety

include: • Duty of care
• Environment
• Codes of practice
• Australian Standards
• Petroleum regulations

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DRTOGON23B Operate mud pumps

Communications may • Two-way radio

include: • Intercom
• Telephone
• Written instruction
• Oral instruction
• Hand signals

Reading materials may • Job instructions

include: • Manufacturers' instructions

Recording requirements • Service and maintenance

can include: • Replacement and parts
• Pump operating logs

Weather conditions may • Day/night

include: • Storms and lightning
• Hot/cold
• Wet/dry (dusty)

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Preparation and maintenance of all pumping equipment
• Maintenance of fluid system to supply pumps
• Establish clear communication with driller and ability to
follow instructions
• Comply with safe operating procedures
• Hazard identification and use of PTW system/lockout -
tagout

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DRTOGON23B Operate mud pumps

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG13B Apply Occupational Health and Safety in the
workplace
• DRTOG14B Control emergencies and critical situations
• DRTOGON15B Manage subordinates and equipment
• DRTOG15B Create, maintain and enhance productive
working relationships
• DRTOGON17B Prepare and operate drilling fluid systems
• DRTOGON18B Maintain services and operations to meet
quality standards
• DRTOG19B Operate and maintain ancillary equipment
• DRTOG20B Conduct and maintain derrick operations
• DRTOG21B Trip casing
• DRTOG22B Trip pipe
• DRTOGON24B Operate mud systems

Context of assessment This unit will be assessed on an operational rig, or using a

suitable simulation.

Resource implications Access is required to an operational rig, or appropriate

simulations.

Consistency in Consistent performance is required and evidence should be

performance available of consistent performance under a range of
situations.

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DRTOGON24B Operate mud systems

DRTOGON24B Operate mud systems

Unit Descriptor This unit has been borrowed from the oil gas sector where it covers the
operation of drilling fluids and mud pits as carried out by an offshore
derrickman. It also applies to mud specialists' who would work on
larger, more complex drilling operations.
Employability Skills This unit contains employability skills.
Unit Sector Oil and Gas

ELEMENT PERFORMANCE CRITERIA

1. Plan and prepare for 1.1 Conform to safe working practices and current legislative
operations. and operational requirements.
1.2 Obtain operational instructions and organise the work to
be carried out accordingly.
1.3 Clarify difficulties in carrying out the instructions with the
relevant personnel.
1.4 Confirm availability and status of necessary permits to
work in accordance with operational and legislative
requirements.
1.5 Confirm availability of necessary third party utilities in
accordance with operational requirements.

2. Operate mud system. 2.1 Ensure compliance with good oilfield practice and
company policy when operating equipment.
2.2 Align valves in pits to ensure correct pit usage as directed.
3. Operate, maintain and 3.1 Engage and/or adjust appropriate equipment as directed
repair mud conditioning by supervisors or mud engineer (e.g. shaker, degasser,
equipment. desilter, desander, mud cleaner, agitators).
3.2 Clean all equipment and visually inspect for leaks, proper
operation, and so on, in accordance with company and/or
manufacturer's specifications.
3.3 Identify faults or potential faults and reported immediately.
3.4 Identify, record and report requirement for repair or
maintenance of mud conditioning equipment.
3.5 Replace screens or cones as necessary, on shakers,
desilters, desanders in accordance with company and/or
manufacturer's specifications.
3.6 Perform periodic or scheduled preventative maintenance
on all mud treatment units in accordance with company
and/or manufacturer's specifications.
4. Operate and service 4.1 Align valves as appropriate.
transfer (butterfly) valves 4.2 Lubricate valve stems of butterfly valves as appropriate.
in mud pits. 4.3 Clean and inspect transfer valves when pits are empty.
4.4 Replace or repair defective parts as necessary.
5. Recognise warning signs 5.1 Monitor, adjust and report pit level.
of kicks. 5.2 Monitor and report mud properties.
5.3 Monitor and report size of cuttings.
5.4 Monitor and report volume of mud returns.

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DRTOGON24B Operate mud systems

REQUIRED SKILLS AND KNOWLEDGE

This describes the essential skills and knowledge and their level, required for this unit.
Required skills:
• Recognise and report equipment malfunction or failure
• Supervise and train subordinates to provided standards
• Work as directed by driller timely and efficiently
• Operate equipment in accordance with good oilfield practice and company policy
• Align valves in pits to ensure correct pit usage
• Operate mud condition equipment, including shakers, degasser, desilter, desander, mud
cleaner and agitators
• Perform periodic or scheduled preventative maintenance on mud condition equipment
• Replace screens and cones on shakers and desilters/desanders
• Operate and service transfer valve
• Weight mud for viscosity check
• Maintain volumes and types of drilling fluids as required
• Use correct mixing procedures to ensure required properties in drilling fluid
• Use correct safety procedures and equipment for mixing and handling chemicals in
accordance with manufacturer's data sheet
• Regularly monitor pit levels, mud properties and cuttings size

Required knowledge:
• Drilling operation
• Functions of the mud pits
• Warning signs of kicks
• Company and statutory safety guidelines, procedures and practices
• Safe operating procedures when operating equipment
• AOA policy procedure and practices
• Rig maintenance
• Normal drilling operations
• Non-routine drilling operations
• Man management/rig management

RANGE STATEMENT

This unit covers the role of an onshore derrickman/derrickhand in operating the mud system.

Briefings/handover details • Review of operational requirements

may include: • Maintenance and inspection of pumping equipment
• Maintenance fluid system to pumps
• Review PTW requirements
• Pre-tour safety meeting
• Review of relative Job Safety Analysis (JSA)
• Maintenance and operation of solids control equipment

Statutory adherence may • Occupational health and safety

include: • Duty of care
• Environment
• Codes of practice
• Australian Standards

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DRTOGON24B Operate mud systems

Communications may • Two-way radio

include: • Intercom
• Telephone
• Written instruction
• Oral instruction
• Hand signals

Reading materials may • Job instructions

include: • Manufacturer's instructions

Numerical calculations • Viscosity

may include: • Mud weight
• Volume
• Up hole velocity
• Quantities
• Pressure

Recording requirements • Mud test recording

may include: • Pit level
• Service and maintenance
• Replacement parts

Weather conditions may • Day/night

include: • Storms and lightning
• Hot/cold
• Wet/dry (dusty)

EVIDENCE GUIDE

The evidence guide provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge, range statement and the Assessment Guidelines
for the Training Package.

Critical aspects of It is essential that competence is fully observed in the critical

evidence to be considered aspects of:
• Recognising warning signs of kicks
• Align mud system for required operations
• Prepare, measure and monitor mud properties
• Report and record on mud chemical usage
• Comply with safety procedures and use of personal
protective equipment
• Application of calculations such as flow rate, control of
pressurised formations

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DRTOGON24B Operate mud systems

Interdependent Competence must be assessed and achieved for each unit:

assessment of units
• DRTOG13B Apply occupational health and safety in the
workplace
• DRTOG14B Control emergencies and critical situations
• DRTOGON15B Manage subordinates and equipment
• DRTOG15B Create, maintain and enhance productive
working relationships
• DRTOGON17B Prepare and operate drilling fluid systems
• DRTOGON18B Maintain services and operations to meet
quality standards
• DRTOG19B Operate and maintain ancillary equipment
• DRTOG20B Conduct and maintain derrick operations
• DRTOG21B Trip casing
• DRTOG22B Trip pipe
• DRTOGON23B Operate mud pumps
• Relevant non-hydrocarbon units

Resource implications This unit requires access to the mud systems of a complex
drilling job.

Consistency in Evidence should be available of the competent operation of

performance mud systems in a range of complex jobs, or competent
operation of a mud system on a single complex job over an
extended period of time.

Context of assessment Assessment should focus on evidence produced by operation

of mud systems on complex drilling jobs.

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BSBMGT603A Review and develop business plans

BSBMGT603A Review and develop business plans

Unit Descriptor This unit covers those areas of business planning and system review
undertaken by an operational manager and incorporates the
development of various tactical and operational plans incorporating risk
management plans.
Consider co-assessment with BSBMGT604A Manage business
operations.
Competency Field Business Management Services

ELEMENT PERFORMANCE CRITERIA

1. Develop tactical and 1.1 Pre-existing tactical and operational plans have been
operational plans reviewed and evaluated
1.2 Strategic objectives are analysed, interpreted and relevant
operational objectives are developed
1.3 Project management protocols for the organisation are
developed
1.4 Consultation with appropriate groups and individuals is
built into plans
1.5 Requirements of internal/external customers are identified
through consultation and documented
1.6 Plans include methods for measuring customer
satisfaction and obtaining feedback
1.7 Operational performance objectives, measures and
criteria are developed through consultation with relevant
groups and individuals
1.8 Tactical and operational plans identify financial, human
and physical resource requirements
1.9 Scheduling of activities meets customer/marketing
requirements
1.10 Plans contain clear profitability, productivity and
performance targets for key result areas (e.g. OHS,
environment, quality, customer service)
1.11 Plans are concise, logical and comply with organisation
requirements
1.12 Plans address all relevant operational issues, including
internal/external environmental factors
1.13 Tactical and operational plans have been subject to risk
assessment and analyses, and include risk management
plans

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BSBMGT603A Review and develop business plans

2. Review business systems 2.1 Reviews are undertaken regularly of the implementation of
tactical and operational plans
2.2 Information/reports are available to compare plans,
budgets and forecasts to actual performance
2.3 Systems are reviewed in consultation with users and
people responsible for implementing the business plans
2.4 Systems provide for identification of system variance or
failure, to allow early intervention and prompt remediation
2.5 Systems monitor resource usage in a timely manner
2.6 Systems allow for flexible responses to changing and
emerging situations
2.7 Systems are in place to provide feedback to relevant
groups and individuals on their performance
2.8 Systems provide for immediate response to incidents
involving potential risk to people, product or the
environment
2.9 Systems are designed to achieve the organisation's
energy saving targets

KEY COMPETENCIES
NB:These levels do not relate to the Australian Qualifications Framework. They relate to the seven
areas of generic competency that underpin effective workplace practices.

Key Competency Example of Application Performance

Level
Communicating ideas and to internal/external customers and review 3
information systems
Collecting analysing and to prepare the tactical and operational plans 3
organising information
Planning and organising to develop plans and review/redesign systems 3
activities
Working with others and in to consult with them and obtain their input into 3
teams planning and system review activities
Using mathematical ideas to ensure appropriate measurement activities 2
and techniques are in place
Solving problems to improve existing systems and achieve 3
tactical/operational objectives
Using technology to improve system's performance 2

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BSBMGT603A Review and develop business plans

RANGE STATEMENT

The Range Statement provides advice to interpret the scope and context of this unit of competency,
allowing for differences between enterprises and workplaces. It relates to the unit as a whole and
facilitates holistic assessment. The following variables may be present for this particular unit:

Legislation, codes and • award and enterprise agreements and relevant industrial
national standards relevant instruments
to the workplace which • relevant legislation from all levels of government that
may include: affects business operation, especially in regard to
Occupational Health and Safety and environmental
issues, equal opportunity, industrial relations and
anti-discrimination
• relevant industry codes of practice

Tactical and operational • plans to fine-tune a strategy. It involves less

plans means: organisational resources and is usually relatively easy to
implement or reverse. They include the plans for specific
tactical responses to the marketplace and the day-to-day
plans associated with the production and delivery of a
product or service

Project management • the rules of behaviour relating to the development,

protocols means: planning, approval, implementation, management and
evaluation of projects

Risk management means: • the process of identification of potential negative events

and the development of plans to mitigate or minimise the
likelihood of the negative event occurring and/or the
consequences in the event it does occur

Systems means: • a detailed description/depiction of how organisations

relate to their environments and how they process
information through strategic and tactical management to
develop actual operating procedures

Electronic commerce • business-to-business, business-to-consumer, government

refers to: to business activities conducted via electronic
communication methodologies and networks
• cost centre/department - to cost centre/department

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BSBMGT603A Review and develop business plans

EVIDENCE GUIDE

The Evidence Guide identifies the critical aspects, knowledge and skills to be demonstrated to confirm
competence for this unit. This is an integral part of the assessment of competence and should be read
in conjunction with the Range Statement.

Critical Aspects of • Assessment for this unit will need to occur over a
Evidence sufficient period of time to allow an holistic assessment of
the tactical and operational planning activities
• Plans developed must meet the organisation's criteria as
well as those set down in the unit
• Systems review and revision is a crucial aspect of the
business planning process and needs to be clearly
evidenced

OHS considerations may • review and evaluation of previous OHS plans and
include: programs
• implementation of OHS systems for projects
• use of participative arrangements for review of OHS in
operational performance
• development and review of OHS performance targets
• framework and components of OHS management
system, its structures and performance
• systemic review procedures

Underpinning Knowledge • Relevant legislation from all levels of government that

affects business operation, especially in regard to
Occupational Health and Safety and environmental
issues, equal opportunity, industrial relations and
anti-discrimination
• Strategic planning
• All legislation relevant to the organisation's operation
• Critical path/PERT methodology
• Relevant industrial awards and agreements
• Electronic commerce systems
• Consultative methods and processes
• Performance measurement and benchmarking
methodology
• Operations management
• High reliability organisational concepts
• Energy management
• Capital investment evaluative methodology including NPV
and ROI

At this level the learner must demonstrate understanding of

specialised knowledge with depth in some areas.

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BSBMGT603A Review and develop business plans

Underpinning Skills • Analytical skills to interpret strategic objectives and

develop tactical and operational objectives
• Communication/consultation skills to ensure all relevant
groups and individuals are advised of what is occurring
and are provided with an opportunity for input
• Risk management skills to analyse, identify and develop
mitigation strategies for identified risks
• Systems analysis and design skills to ensure that system
outputs meet tactical/operational objectives and measure
performance in a timely way
• Ability to relate to people from a range of social, cultural
and ethnic backgrounds and physical and mental abilities

Resource Implications The learner and trainer should have access to appropriate
documentation and resources normally used in the workplace

Consistency of In order to achieve consistency of performance, evidence

Performance should be collected over a set period of time which is sufficient
to include dealings with an appropriate range and variety of
situations

Context/s of Assessment • Competency is demonstrated by performance of all stated

criteria, including paying particular attention to the critical
aspects and the knowledge and skills elaborated in the
Evidence Guide, and within the scope as defined by the
Range Statement
• Assessment must take account of the endorsed
assessment guidelines in the Business Services Training
Package
• Assessment of performance requirements in this unit
should be undertaken in an actual workplace or simulated
environment
• Assessment should reinforce the integration of the key
competencies and the business services common
competencies for the particular AQF level. Refer to the
Key Competency Levels earlier in this unit

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BSBMGT604A Manage business operations

BSBMGT604A Manage business operations

Unit Descriptor The unit covers those activities required of a manager running a
business operation and links closely with the business planning units.
The emphasis is on the implementation of plans and the monitoring and
response to systems failures.
This unit is the implementation of the work done in BSBMGT603A
Review and develop business plans; co-assessment should be strongly
considered.
Consider co-assessment also with BSBMGT606A Manage customer
focus and BSBMGT609A Manage risk.
Competency Field Business Management Services

ELEMENT PERFORMANCE CRITERIA

1. Implement tactical and 1.1 Supply chains of resources to organisation or department

operational plans established and operating effectively
1.2 Requirements for skilled labour are met in accordance
with plans
1.3 Activities are brought on line in accordance with
scheduling requirements of plans
1.4 Preventative and breakdown maintenance arrangements
for business systems are integrated into operations
1.5 Cost maintenance and control systems are implemented
1.6 Performance measurement systems are tested and
operational
1.7 Projects are commenced consistent with the project
management plan
1.8 Co-ordination of people, resources and equipment provide
optimum results
1.9 Products/services meet quality and functional
specifications
1.10 Communication/consultation is undertaken according to
plans
1.11 Implementation is consistent with business and strategic
plans in place

2. Monitor performance 2.1 Performance indicators and criteria for assessment are
confirmed and in place
2.2 Indicators/criteria are consistent with organisational
objectives and planned outcomes
2.3 Projects are managed in accordance with established
project management protocols
2.4 Timely reports on all key aspects of the business are
available and user-friendly, and balanced in terms of
financial and non financial performance
2.5 System failures, product failures and variances to plan are
reported as they occur

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BSBMGT604A Manage business operations

3. Respond to performance 3.1 Relevant performance reports are identified and analysed
data in detail
3.2 System specifications and protocols are reviewed to
eliminate future failure
3.3 Groups and individuals contributing to under-performance
are coached, and training provided where appropriate
3.4 System processes and work methods are regularly
reviewed as part of continual improvement

KEY COMPETENCIES
NB:These levels do not relate to the Australian Qualifications Framework. They relate to the seven
areas of generic competency that underpin effective workplace practices.

Key Competency Example of Application Performance

Level
Communicating ideas and to ensure that all appropriate individuals 3
information understand the plans and systems
Collecting analysing and to ensure plans in place meet all quality 3
organising information requirements
Planning and organising to review systems and processes to achieve 3
activities continuous improvement
Working with others and in to ensure that they are pro-active in the 3
teams management of the operations
Using mathematical ideas to analyse system/product failures 2
and techniques
Solving problems to eliminate any negative variances to the plan 3
Using technology to improve system processes and work methods 2
wherever appropriate

RANGE STATEMENT

The Range Statement provides advice to interpret the scope and context of this unit of competency,
allowing for differences between enterprises and workplaces. It relates to the unit as a whole and
facilitates holistic assessment. The following variables may be present for this particular unit:

Legislation, codes and • award and enterprise agreements and relevant industrial
national standards relevant instruments
to the workplace which • relevant legislation from all levels of government that
may include: affects business operation, especially in regard to
Occupational Health and Safety and environmental
issues, equal opportunity, industrial relations and
anti-discrimination
• relevant industry codes of practice

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BSBMGT604A Manage business operations

Supply chains means: • a network of facilities that procures raw materials,

transforms them into intermediate products (or services)
and then finished goods (or services), and delivers them
through a distribution system. It spans procurement,
production and distribution; views them not as discrete
elements but interlinked

Preventative and • programmed maintenance

breakdown maintenance • preventative maintenance plans
arrangements may • emergency response plans
include:

Performance • those systems designed to collect quantitative and

measurement systems qualitative indicators of performance in all of the Key
means: Result Areas for the organisation so as to identify and
remediate variances to plans

Optimum results means: • that the best overall mix of results is achieved across the
organisation's Key Result Areas. Outcomes are
measured within the applicable constraints

Quality means: • meeting all quality assurance specifications of the

organisation

Project management • the rules of behaviour relating to the development,

protocols means: planning, approval, implementation, management and
evaluation of projects

Timely means: • in accordance with time limits established in the

operational planning process

Coaching refers to: • informal on-the-job and off-the-job advice and training to
improve performance

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BSBMGT604A Manage business operations

EVIDENCE GUIDE

The Evidence Guide identifies the critical aspects, knowledge and skills to be demonstrated to confirm
competence for this unit. This is an integral part of the assessment of competence and should be read
in conjunction with the Range Statement.

Critical Aspects of • The evidence must cover the translation of the plans
Evidence previously developed, into workable activities or projects
• There must be evidence of a systematic value chain
analysis of all of the support activities of the business and
the outcomes of that analysis being translated into action
• Evidence of risk management and evaluation of
performance leading to effective remediation also needs
to be present

OHS considerations may • review of OHS records and performance management

include: measures
• establishment and maintenance of OHS risk management
approaches
• systemic use of hierarchy of control measures
• establishment and maintenance of OHS systems for
project management

Underpinning Knowledge • Relevant legislation from all levels of government that

affects business operation, especially in regard to
Occupational Health and Safety and environmental
issues, equal opportunity, industrial relations and
anti-discrimination
• Strategic planning
• All legislation relevant to the organisation's operation
• Critical path/PERT methodology
• Relevant industrial awards and agreements
• Electronic commerce systems
• Consultative methods and processes
• Performance measurement and benchmarking
methodology
• Operations management
• High reliability organisational concepts
• Energy management
• Capital investment evaluative methodology including NPV
and ROI

At this level the learner must demonstrate understanding of

specialised knowledge with depth in some areas.

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BSBMGT604A Manage business operations

Underpinning Skills • Analytical and evaluative skills to assess supply chain

performance
• Performance measurement skills to develop and manage
key performance indicators
• Planning and co-ordination skills to ensure the people
resources and equipment work in a functional manner to
achieve optimum results
• Communication/consultation skills to ensure all relevant
groups and individuals are advised of what is occurring
and are provided with an opportunity for input
• Project management skills to ensure project objectives,
outcomes and outputs are delivered on time, within
budget, and incident free
• Communication and report writing skills to keep all
internal customers informed of activities and
developments
• Systems analysis and design skills to ensure that system
outputs meet tactical/operational objectives and measure
performance in a timely way
• Coaching and training skills to remediate any
under-performance present in the work group or
individuals
• Ability to relate to people from a range of social, cultural
and ethnic backgrounds and physical and mental abilities

Resource Implications The learner and trainer should have access to appropriate
documentation and resources normally used in the workplace

Consistency of In order to achieve consistency of performance, evidence

Performance should be collected over a set period of time which is sufficient
to include dealings with an appropriate range and variety of
situations

Context/s of Assessment • Competency is demonstrated by performance of all stated

criteria, including paying particular attention to the critical
aspects and the knowledge and skills elaborated in the
Evidence Guide, and within the scope as defined by the
Range Statement
• Assessment must take account of the endorsed
assessment guidelines in the Business Services Training
Package
• Assessment of performance requirements in this unit
should be undertaken in an actual workplace or simulated
environment
• Assessment should reinforce the integration of the key
competencies and the business services common
competencies for the particular AQF level. Refer to the
Key Competency Levels earlier in this unit

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 DRT03 Drilling Training Package
Oil and gas sector competency standards and Advanced
Diploma competency standards
Volume 3 of 3

DRT03 Drilling Training Package

Oil and gas sector competency standards and Advanced Diploma competency standards
Volume 3 of 3