Unit of competency Outline

Date retreived
23/07/2026 12:37 AM AWST

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Prepare and operate drilling fluid systems

Prepare and operate drilling fluid systems

Unit of competency
National Code
RIIOGN301A
State Code
WB227
TGA Status
Deleted
DTWD Status
Deleted
Current Release Number
1.00
Current Release Date
22/06/2011
State Implementation and Classification
Approved Date
10/02/2010
Field of Education
030717 - Plant And Machine Operations
Original Release Date
10/02/2010
Nominal Hours
30
Description
This unit covers the preparation and operation of drilling fluid systems in the drilling industry. It includes planning and preparing for operations, establishing operational requirements, selecting and testing equipment, preparing drilling fluids, pumping drilling fluids, and operating hopper system. Licensing, legislative, regulatory and certification requirements that apply to this unit can vary between states, territories, and industry sectors. Relevant information must be sourced prior to application of the unit.
Notes
Elements and Performance Criteria
1. Plan and prepare for operations
  • 1.1. Access, interpret and apply compliance documentation relevant to the work activity
  • 1.2. Obtain, confirm and apply work instructions for the allocated task
  • 1.3. Identify, manage and report all potential hazards
  • 1.4. Conform to safe working practices and current legislative and operational requirements
  • 1.5. Resolve coordination requirements with others at the site prior to commencing and during work activities
  • 1.6. Assess geographic layout of the active, reserve and slug pits
  • 1.7. Assess operation of mud mixers, dump valves and equalising valves
  • 1.8. Identify and locate mud pump and discharge system
2. Establish operational requirements
  • 2.1. Clarify difficulties in carrying out the instructions with the relevant personnel
  • 2.2. Confirm availability and status of necessary permits to work in accordance with operational and legislative requirements
  • 2.3. Confirm availability of necessary third party utilities in accordance with operational requirements
  • 2.4. Confirm availability of required quantities and type of consumables against operational requirements
  • 2.5. Identify errors, omissions and shortages and take appropriate remedial action
3. Select and test equipment
  • 3.1. Identify and select equipment appropriate for the work to be performed
  • 3.2. Confirm equipment is functional and fit for the purpose and the environment in which it will be used
  • 3.3. Identify defects in the equipment and take appropriate remedial action within functional responsibility
4. Prepare drilling fluids
  • 4.1. Confirm availability of sufficient quantities and types of fluids against operational requirements
  • 4.2. Confirm tanks and mixing equipment are clean and free from contamination in accordance with instructions
  • 4.3. Mix and treat fluids in accordance with the specification
  • 4.4. Obtain samples and correctly label and store
  • 4.5. Identify defects in the equipment and take appropriate remedial action within functional responsibility
5. Pump drilling fluids
  • 5.1. Confirm recording and monitoring devices are preset to required parameters
  • 5.2. Operate equipment in accordance with operational requirements
  • 5.3. Identify faults and defects accurately and take appropriate remedial action within functional responsibility
  • 5.4. Operate pipe in the derrick manually and under supervision
  • 5.5. Grease crown block and identify hanging sheaves
  • 5.6. Record data accurately at appropriate times and frequencies
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
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.
Relevant compliance documentation may include:
legislative, organisational and site requirements and procedures including:
occupational health and safety
duty of care
environmental
petroleum regulations
manufacturer's guidelines and specifications
Australian standards
code of practice
Employment and workplace relations legislation
Equal Employment Opportunity and Disability Discrimination legislation
Work instructions may come from briefings, handovers, plans and work orders and may be written or verbal, formal or informal and may include:
pre-tour safety meeting
work inspection
Job Safety Analysis (JSA)
tour reports updated
permit prepared where applicable
safety equipment inspected and used as appropriate
communication through a range of channels including:
2-way radio
intercom
oral instruction
written instruction
individual operation
team operation
use of personal protective equipment
consideration of H2S and other toxic substances
maintaining continuous communication
reacting to on-site emergencies
dealing with contamination
preparation including:
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 sheet
layout of shaker pits, degasser pit, settling pit and sand trap
Hazards may include:
working in proximity to drilling rig
working in a variety of conditions including:
day/night
storm/lightning
hot/cold
wet/dry
Coordination requirements may include:
other equipment operators
maintenance personnel
supervisors
site personnel
Remedial action taken to deal with errors, omissions and shortages may include:
report
record
adjust
repair
isolate
Equipment may include:
pumps
lines
hoppers
manifolds
solids control equipment
gas control equipment
Fluids may include:
fluid systems including:
mixing
transfer
bulk
circulating
Mix may include:
fluid mix specification including:
volume
density
viscosity
mud properties
Parameters may include:
flow rate
pressure
density
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

Critical aspects for assessment and evidence required to demonstrate competency in this unit
The evidence required to demonstrate competency in this unit must be relevant to worksite operations and satisfy all of the requirements of the performance criteria, required skills and knowledge and the range statement of this unit and include evidence of the following:
knowledge of the requirements, procedures and instructions for preparing and operating drilling fluid systems
implementation of requirements, procedures and techniques for the safe, effective and efficient completion of preparation and operation of drilling fluid systems
working with others to undertake and complete the preparation and operation of drilling fluid systems that meets all of the required outcomes
consistent timely preparation and operation of drilling fluid systems that safely, effectively and efficiently meets the required outcomes
Context of and specific resources for assessment
This unit must be assessed in the context of the work environment. Where personal safety or environmental damage are limiting factors, assessment may occur in a simulated environment provided it is realistic and sufficiently rigorous to cover all aspects of workplace performance, including task skills, task management skills, contingency management skills and job role environment skills.
Assessment of this competency requires typical resources normally used in a resources and infrastructure sector environment. Selection and use of resources for particular worksites may differ due to the site circumstances.
The assessment environment should not disadvantage the participant. For example, language, literacy and numeracy demands of assessment should not be greater than those required on the job.
Customisation of assessment and delivery environment to sensitively accommodate cultural diversity.
Aboriginal people and other people from a non English speaking background may have second language issues.
Where applicable, physical resources should include equipment modified for people with disabilities. Access must be provided to appropriate learning and/or assessment support when required.
Method of assessment
This unit may be assessed in a holistic way with other units of competency. The assessment strategy for this unit must verify required knowledge and skill and practical application using more than one of the following assessment methods:
written and/or oral assessment of the candidate's required knowledge
observed, documented and/or first hand testimonial evidence of the candidate's:
implementation of appropriate requirement, procedures and techniques for the safe, effective and efficient achievement of required outcomes
consistent achievement of required outcomes
first hand testimonial evidence of the candidate's:
working with others to prepare and operate drilling fluid systems
Guidance information for assessment
Consult the SkillsDMC User Guide for further information on assessment including access and equity issues.
Replaced By
State Code National Code Title Type
WB202 RIIOGD203A Prepare and operate drilling fluid systems Unit of competency
No information