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Occupational
Analyses Series
Instrumentation andControl Technician
2010
TradesandApprenticeshipDivision
WorkplacePartnershipsDirectorate
NationalOccupationalClassification:
Disponibleenfranaissousletitre:
Divisiondesmtiersetdelapprentissage
Directiondespartenariatsenmilieude
travail
2243
Technicien/technicienneen
instrumentationetcontrle
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Youcanorderthispublicationbycontacting:
TradesandApprenticeshipDivision
WorkplacePartnershipDirectorate
HumanResourcesandSkillsDevelopmentCanada
140PromenadeduPortage,PhaseIV,5thFloor
Gatineau,Quebec K1A0J9
Fax:8199537260
Online:www.redseal.ca
Thisdocumentisavailableondemandinalternativeformats(LargePrint,Braille,Audio
Cassette,AudioCD,eTextDiskette,eTextCD,orDAISY),bycontacting1800OCanada
(18006226232).Ifyouhaveahearingorspeechimpairmentanduseateletypewriter(TTY),
call18009269105.
HerMajestytheQueeninRightofCanada,2010
Paper
Cat.No.:HS421/102010E
ISBN9781100147659
Cat.No.:HS421/102010EPDF
ISBN9781100147666
http://www.red-seal.ca/http://www.red-seal.ca/http://www.red-seal.ca/http://www.red-seal.ca/7/30/2019 Red Seal Quals
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I
FOREWORD
TheCanadianCouncilofDirectorsofApprenticeship(CCDA)recognizesthisNationalOccupationalAnalysisasthenationalstandardfortheoccupationofInstrumentationandControlTechnician.
Background
ThefirstNationalConferenceonApprenticeshipinTradesandIndustries,heldinOttawain
1952,recommendedthatthefederalgovernmentberequestedtocooperatewithprovincialand
territorialapprenticeshipcommitteesandofficialsinpreparinganalysesofanumberofskilled
occupations.Tothisend,HumanResourcesandSkillsDevelopmentCanada(HRSDC)sponsors
aprogram,undertheguidanceoftheCCDA,todevelopaseriesofNationalOccupational
Analyses(NOA).
TheNOAshavethefollowingobjectives:
todescribeandgroupthetasksperformedbyskilledworkers; toidentifywhichtasksareperformedineveryprovinceandterritory; todevelopinstrumentsforuseinthepreparationofInterprovincialRedSeal
Examinationsandcurriculafortrainingleadingtothecertificationofskilledworkers;
tofacilitatethemobilityofapprenticesandskilledworkersinCanada;and, tosupplyemployers,employees,associations,industries,traininginstitutionsand
governmentswithanalysesofoccupations.
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II
TheCCDAandHRSDCwishtoexpresssincereappreciationforthecontributionofthemany
tradespersons,industrialestablishments,professionalassociations,labourorganizations,
provincialandterritorialgovernmentdepartmentsandagencies,andallotherswhocontributed
tothispublication.
SpecialacknowledgementisextendedbyHRSDCandtheCCDAtothefollowing
representativesfromthetrade.
BruceBoe BritishColumbia
JohnBoth Alberta
PaulBrown Manitoba
LarryColbourne NewfoundlandandLabrador
TerryMacLean PrinceEdwardIsland
BrianPerreault
Ontario
JohnSanford NewBrunswick
StuartSullivan NovaScotia
ClayTiegen Saskatchewan
ThisanalysiswaspreparedbytheWorkplacePartnershipsDirectorateofHRSDC.The
coordinating,facilitatingandprocessingofthisanalysiswereundertakenbyemployeesofthe
NOAdevelopmentteamoftheTradesandApprenticeshipDivision.RonYanewforthehost
jurisdictionofAlbertaalsoparticipatedinthedevelopmentofthisNOA.
ACKNOWLEDGEMENTS
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III
TABLE OF CONTENTS
FOREWORD I
ACKNOWLEDGEMENTS
IITABLEOFCONTENTS III
LISTOFPUBLISHEDNATIONALOCCUPATIONALANALYSES VI
STRUCTUREOFANALYSIS VIII
DEVELOPMENTANDVALIDATIONOFANALYSIS X
ANALYSIS
SAFETY 3
SCOPEOFTHEINSTRUMENTATIONANDCONTROLTECHNICIANTRADE 4
OCCUPATIONALOBSERVATIONS 6
ESSENTIALSKILLSSUMMARY 7
BLOCKA OCCUPATIONALSKILLS
Task1
Organizeswork.
9
Task2 Performsroutinetradeactivities. 12
BLOCKB PROCESSMEASURINGANDINDICATINGDEVICES
Task3 Installsandservicespressure,temperature,level
andflowmeasuringandindicatingdevices.
18
Task4 Installsandservicesmotion,speed,positionand
vibrationmeasuringandindicatingdevices.
21
Task5 Installsandservicesmass,densityandconsistency
measuringandindicatingdevices.24
Task6 Installsandservicesprocessanalyzers. 27
Task7 Installsandservicesflowcomputingdevices. 31
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IV
BLOCKC SAFETYANDSECURITYSYSTEMSANDDEVICES
Task8 Installsandservicessafetysystemsanddevices. 35
Task9 Installsandservicessecuritysystems.(NOT
COMMONCORE)
38
BLOCKD HYDRAULIC,PNEUMATICANDELECTRICALSYSTEMS
Task10 Installsandserviceshydraulicequipment. 41
Task11 Installsandservicespneumaticequipment. 44
Task12 Installsandserviceselectricalequipment. 46
BLOCKE FINALCONTROLDEVICES
Task13 Installsandservicesvalves. 49
Task14 Installsandservicesactuators. 52
Task15 Installsandservicespositioners. 54
Task16 Servicesvariablespeeddrives(VSDs). 57
BLOCKF COMMUNICATIONSYSTEMSANDDEVICES
Task17 Installsandservicesnetworkandsignal
transmissionsystems.
61
Task18 Installsandservicessignalconverters. 64
Task19 Installsandservicesdataconvertersandgateways. 67
BLOCKG CONTROLSYSTEMSANDPROCESSCONTROL
Task20 Establishesprocesscontrolstrategies. 71
Task21 Installsandservicesstandalonecontrollers
(SACs).
72
Task22
Installs
and
services
programmable
logic
controllers(PLCs).76
Task23 Installsandservicesdistributedcontrol
systems(DCSs).
79
Task24 InstallsandservicesSupervisoryControlandData
Acquisition(SCADA)systems.
83
Task25 Installsandserviceshumanmachineinterfaces
(HMIs).
86
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V
APPENDICES
APPENDIXA TOOLSANDEQUIPMENT 93
APPENDIXB GLOSSARY 96
APPENDIXC ACRONYMS
101
APPENDIXD BLOCKANDTASKWEIGHTING 103
APPENDIXE PIECHART 108
APPENDIXF TASKPROFILECHART 109
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VI
LIST OF PUBLISHED
NATIONAL OCCUPATIONAL ANALYSES
(Red Seal Trades)
TITLES
NOC1Code
AgriculturalEquipmentTechnician(2007) 7312
ApplianceServiceTechnician(2005) 7332
AutomotivePainter(2009) 7322
AutomotiveServiceTechnician(2009) 7321
Baker(2006) 6252
Boilermaker(2008) 7262
Bricklayer(2007) 7281
Cabinetmaker(2007) 7272
Carpenter(2010) 7271
ConcreteFinisher(2006) 7282
ConstructionElectrician(2008) 7241
ConstructionCraftWorker(2009) 7611
Cook(2008) 6242
ElectricalRewindMechanic(1999) 7333
ElectronicsTechnicianConsumerProducts(1997) 2242
FloorcoveringInstaller(2005) 7295
Glazier(2008) 7292
Hairstylist(2009) 6271
HeavyDutyEquipmentTechnician(2009) 7312
IndustrialElectrician(2008) 7242
IndustrialMechanic(Millwright)(2009) 7311
InstrumentationandControlTechnician(2010) 2243
Insulator(HeatandFrost)(2007) 7293
Ironworker(Generalist)(2006) 7264
Ironworker(Reinforcing)(2006) 7264
Ironworker(Structural/Ornamental)(2006) 7264
LandscapeHorticulturist(2010) 2225
Lather(InteriorSystemsMechanic)(2007) 7284
1NationalOccupationalClassification
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VII
Title NOC*Code
Machinist(2010) 7231
MetalFabricator(Fitter)(2008) 7263
MobileCraneOperator(2009) 7371
MotorcycleMechanic(2006) 7334
MotorVehicleBodyRepairer(MetalandPaint)(2010) 7322
OilBurnerMechanic(2006) 7331
PainterandDecorator(2007) 7294
Partsperson(2010) 1472
Plumber(2008) 7251
PowerlineTechnician(2009) 7244
RecreationVehicleServiceTechnician(2006) 7383
Refrigeration
and
Air
Conditioning
Mechanic
(2009)
7313
RigTechnician(2008) 8232
Roofer(2006) 7291
SheetMetalWorker(2006) 7261
SprinklerSystemInstaller(2009) 7252
SteamfitterPipefitter(2008) 7252
Tilesetter(2004) 7283
ToolandDieMaker(2005) 7232
TransportTrailer
Technician
(2008)
7321
TruckandTransportMechanic(2007) 7321
Welder(2009) 7265
RequestsforprintedcopiesofNationalOccupationalAnalysesmaybeforwardedto:
TradesandApprenticeshipDivision
WorkplacePartnershipDirectorate
HumanResourcesandSkillsDevelopmentCanada
140PromenadeduPortage,PhaseIV,5thFloor
Gatineau,Quebec
K1A
0J9
Thesepublicationscanbeorderedordownloadedonlineat:www.redseal.ca.Linksto
EssentialSkillsProfilesforsomeofthesetradesarealsoavailableonthiswebsite.
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VIII
STRUCTURE OF ANALYSIS
Tofacilitateunderstandingoftheoccupation,theworkperformedbytradespersonsisdivided
intothefollowingcategories:
Blocks thelargestdivisionswithintheanalysisthatarecomprisedofa
distinctsetoftradeactivities
Tasks distinctactionsthatdescribetheactivitieswithinablock
SubTasks distinctactionsthatdescribetheactivitieswithinatask
KeyCompetencies activitiesthatapersonshouldbeabletodoinordertobecalled
competentinthetrade
Theanalysisalsoprovidesthefollowinginformation:
Trends changesidentifiedthatimpactorwillimpactthetradeincluding
workpractices,technologicaladvances,andnewmaterialsand
equipment
RelatedComponents alistofproducts,items,materialsandotherelementsrelevantto
theblock
ToolsandEquipment categoriesoftoolsandequipmentusedtoperformalltasksinthe
block;thesetoolsandequipmentarelistedinAppendixA
Context informationtoclarifytheintentandmeaningoftasks
RequiredKnowledge theelementsofknowledgethatanindividualmustacquireto
adequatelyperformatask
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IX
Theappendiceslocatedattheendoftheanalysisaredescribedasfollows:
AppendixA
ToolsandEquipment
anonexhaustivelistoftoolsandequipmentusedinthistrade
AppendixB
Glossary
definitionsorexplanationsofselectedtechnicaltermsusedinthe
analysis
AppendixC
Acronyms
alistofacronymsusedintheanalysiswiththeirfullname
AppendixD
BlockandTask
Weighting
theblockandtaskpercentagessubmittedbyeachjurisdiction,
andthenationalaveragesofthesepercentages;thesenational
averagesdeterminethenumberofquestionsforeachblockand
taskintheInterprovincialexam
AppendixE
PieChart
agraphwhichdepictsthenationalpercentagesofexam
questionsassignedtoblocks
AppendixF
TaskProfileChart
achartwhichoutlinesgraphicallytheblocks,tasksandsubtasks
ofthisanalysis
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X
DEVELOPMENT AND VALIDATION OF
ANALYSIS
Development of Analysis
Adraftanalysisisdevelopedbyacommitteeofindustryexpertsinthefieldledbyateamof
facilitatorsfromHRSDC.Thisdraftanalysisbreaksdownallthetasksperformedinthe
occupationanddescribestheknowledgeandabilitiesrequiredforatradespersonto
demonstratecompetenceinthetrade.
Draft Review
TheNOAdevelopmentteamthenforwardsacopyoftheanalysisanditstranslationto
provincialandterritorialauthoritiesforareviewofitscontentandstructure.Their
recommendationsareassessedandincorporatedintotheanalysis.
Validation and Weighting
Theanalysisissenttoallprovincesandterritoriesforvalidationandweighting.Participating
jurisdictionsconsultwithindustrytovalidateandweightthedocument,examiningtheblocks,
tasksandsubtasksoftheanalysisasfollows:
BLOCKS Eachjurisdictionassignsapercentageofquestionstoeachblockforan
examinationthatwouldcovertheentiretrade.
TASKS Eachjurisdictionassignsapercentageofexamquestionstoeachtaskwithina
block.
SUBTASKS Eachjurisdictionindicates,withaYESorNO,whetherornoteachsubtaskis
performedbyskilledworkerswithintheoccupationinitsjurisdiction.
TheresultsofthisexercisearesubmittedtotheNOAdevelopmentteamwhothenanalyzesthe
dataandincorporatesitintothedocument.TheNOAprovidestheindividualjurisdictional
validationresultsaswellasthenationalaveragesofallresponses.Thenationalaveragesfor
blockandtaskweightingguidetheInterprovincialRedSealExaminationplanforthetrade.
ThismethodforthevalidationoftheNOAalsoidentifiescommoncoresubtasksacross
Canadafortheoccupation.Ifatleast70%oftherespondingjurisdictionsperformasubtask,it
shallbeconsideredcommoncore.InterprovincialRedSealExaminationsarebasedonthe
commoncoresubtasksidentifiedthroughthisvalidationprocess.
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XI
Definitions for Validation and Weighting
YES subtaskperformedbyqualifiedworkersintheoccupationinaspecific
jurisdiction
NO subtasknotperformedbyqualifiedworkersintheoccupationinaspecific
jurisdiction
NV analysisNotValidatedbyaprovince/territory
ND tradeNotDesignatedinaprovince/territory
NOT
COMMON
CORE(NCC)
subtask,taskorblockperformedbylessthan70%ofrespondingjurisdictions;thesewillnotbetestedbytheInterprovincialRedSealExaminationforthetrade
NATIONAL
AVERAGE%
averagepercentageofquestionsassignedtoeachblockandtaskinInterprovincialRedSealExaminationforthetrade
Provincial/Territorial Abbreviations
NL NewfoundlandandLabrador
NS NovaScotia
PE PrinceEdwardIsland
NB NewBrunswick
QC Quebec
ON Ontario
MB Manitoba
SK Saskatchewan
AB
Alberta
BC BritishColumbia
NT NorthwestTerritories
YT YukonTerritory
NU Nunavut
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ANALYSIS
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3
SAFETY
Safeworkingproceduresandconditions,accidentprevention,andthepreservationofhealth
areofprimaryimportancetoindustryinCanada.Theseresponsibilitiesaresharedandrequire
thejointeffortsofgovernment,employersandemployees.Itisimperativethatallparties
becomeawareofcircumstancesthatmayleadtoinjuryorharm.Safelearningexperiencesandworkenvironmentscanbecreatedbycontrollingthevariablesandbehavioursthatmay
contributetoaccidentsorinjury.
Itisgenerallyrecognizedthatsafetyconsciousattitudesandworkpracticescontributetoa
healthy,safeandaccidentfreeworkenvironment.
ItisimperativetoapplyandbefamiliarwiththeOccupationalHealthandSafety(OH&S)Acts
andWorkplaceHazardousMaterialsInformationSystem(WHMIS)Regulations.Aswell,itis
essentialtodetermineworkplacehazardsandtakemeasurestoprotectoneself,coworkers,the
publicand
the
environment.
Safetyeducationisanintegralpartoftraininginalljurisdictions.Assafetyisanimperativepart
ofalltrades,itisassumedandthereforeitisnotincludedasaqualifierofanyactivities.
However,thetechnicalsafetytasksandsubtasksspecifictothetradeareincludedinthis
analysis.
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4
SCOPE OF THE INSTRUMENTATION AND
CONTROL TECHNICIAN TRADE
InstrumentationandControlTechnicianisthistradesofficialRedSealoccupationaltitle
approvedbytheCCDA.Thisanalysiscoverstasksperformedbyinstrumentationandcontrol
technicianswhoseoccupationaltitlehasbeenidentifiedbysomeprovincesandterritoriesofCanadaunderthefollowingnames:
NL NS PE NB QC ON MB SK AB BC NT YT NU
IndustrialInstrumentMechanic 3 3 3 3 3
IndustrialInstrumentTechnician 3 3 3
InstrumentTechnician 3
InstrumentationandControlTechnician 3 3 3
Instrumentationandcontroltechniciansworkonmeasuringandcontrollinginstrumentation.
Theyalsoserviceplantprocesscontrol,monitoring,safetyandcommunicationssystems.They
areknowledgeableinoverallplantsystemsandinteractionsofprocesses.
Someofthedutiesofinstrumentationandcontroltechniciansare:
consultingdiagramsandtechnicaldocumentationsuchasschematics,manuals,standardsandcodes;
maintainingbackups,documentationandsoftwarerevisionsforcontrolsystemsandinstrumentation;
installing,configuring,calibrating,maintainingandcommissioningcontrol,measuringandindicatinginstrumentation(pneumatic,analog&digital),andwirelessandfibre
optic;
configuringandprogrammingProgrammableLogicControllers(PLC),DistributedControlSystems(DCS)andHumanMachineInterface(HMI),andSupervisoryControl
andDataAcquisition(SCADA);
installingandterminatingelectrical,pneumaticandfluidconnections; inspectingandtestingtheoperationofinstrumentsandsystemstodiagnosefaults; removing,repairing,adjustingandreplacingcomponents; calibratingcomponentsandsystems; assistingengineeringinplantdesign,modificationandhazardanalysis; maintainingvariouscomputerbasedcontrolsystems; developingandfollowingscheduledmaintenanceprograms; keepinguptodatewithadvancesintechnologyinindustryandthetrade; workingwiththeplantoperatorstooptimizetheplantcontrols.
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5
Someoftheinstrumentsincludeprimarycontrolelements,transmitters,analyzers,sensors,
detectors,signalconditioners,recorders,controllersandfinalcontrolelements.Theyareusedin
industrytomeasureandcontrolvariablessuchaspressure,flow,temperature,level,motion,
forceandchemicalcomposition.
Instrumentationandcontroltechniciansworkinvariousindustrialsectors.Theymaybe
employedby
companies
in
the
following
industrial
sectors:
pulpandpaperprocessing; nuclear,thermalandhydropowergenerating; mining; petrochemical; oilandgas; steel; watertreatment; manufacturing;
industrial
instrument
servicing.
Whenperformingtheirduties,instrumentationandcontroltechniciansmustcomplywith
federal,jurisdictional,industrialandsitespecificstandards,codesandregulations.Theymust
ensurethatallprocessesoperateandaremaintainedwithinthesesetstandards,codesand
regulations.
Instrumentationandcontroltechniciansmayworkinhazardousenvironmentswheretheymay
beexposedtoconfinedspaces,heights,noise,dust,coldandheat.Theremayalsoberisks
workingwithchemicals,gases,radiation,laserequipmentandsubstancesunderpressure.
Keyattributesforpeopleenteringthistradearemanualdexterity,abilitytopayattentionto
detail,strongproblemsolvingandcommunicationskills,andmathematicalandscientific
aptitude.
Instrumentationandcontroltechniciansinteractwithothertradespersonsandprofessionals
suchasprocessoperators,steamfitters/pipefitters,welders,industrialmechanics(millwrights),
electriciansandengineers.
Withexperience,theyactasmentorsandtrainerstoapprenticesinthetrade.Theycouldalso
moveintosupervisory,design,advancedcontrol,trainingorsalespositions.
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6
OCCUPATIONAL OBSERVATIONS
Thecomputerisbeingusedfordiagnostics,calibration,programming,serviceand
documentation.Theuseofcomputerizedequipmenthasraisedtheleveloftroubleshooting
(diagnosisandrepair)abilityrequiredbythetechnician.Thishasanimpactontheeducation
andtrainingrequirementsforthetrade.Continualtechnicaltrainingsuchasinsmartinstrumentation,busnetworksandsoftwareisnowcommonpractice.
Hardwiredrelaysystemswithmicroprocessorbasedequipmenthasproventobemore
costeffectiveandmoreefficient.Devicebusnetworkingisreplacingsingleendruncabling,
bringingdownthecostofinstallationaswellasbeingatroubleshootingasset.Wirelessbased
networksformonitoringremotelocations,havereducedcablingrequirements.Thisincreases
transmissionspeed,distancesanddatacapacity.
Thereisademandtoutilizetheadvancesintechnologyinindustrywhichhasfounditsway
intoalmost
all
aspects
of
the
trade.
With
this
demand,
the
process
of
diagnostics
and
repair
continuestoevolveplacingincreasedemandoninstrumentandcontroltechnicianstofollow
thepaceoftheseadvances.Forexample,thereisanincreaseintheuseofmassflowmetersfor
processmonitoringandcustodytransfer.Onemassflowtransmitterreplacesseveralsingle
variabletransmitters,reducinginstrumentationandcablingrequirements.
Industrypracticesemissionsmonitoringforenvironmentalprotectionsupportedby
governmentalregulations.Moreinstrumentationspecifictoemissionsmonitoringisbeing
installed.Theserviceofthisequipmenthasbecomeanintegralpartofthetechniciansduties.
Reliabilitycenteredmaintenanceandprocesssafetymanagementincludingsafetyinstrument
systems(SISs)arebecomingmorecommoninindustrycausingachangeinfocusanddutiesof
instrumentandcontroltechnicians.
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7
ESSENTIAL SKILLS SUMMARY
Essentialskillsareneededforwork,learningandlife.Theyprovidethefoundationforlearning
allotherskillsandenablepeopletoevolvewiththeirjobsandadapttoworkplacechange.
Throughextensiveresearch,theGovernmentofCanadaandothernationalandinternationalagencieshaveidentifiedandvalidatednineessentialskills.Theseskillsareusedinnearlyevery
occupationandthroughoutdailylifeindifferentways.
Theessentialskillsprofilefortheinstrumentationandcontroltechniciantradeindicatesthatthe
mostimportantessentialskillsaredocumentuse,oralcommunication,problemsolving,
decisionmaking,workingwithothersandcomputeruse.
Theapplicationoftheseskillsmaybedescribedthroughoutthisdocumentwithinthe
competencystatementswhichsupporteachsubtaskofthetrade.Thefollowingaresummaries
ofthe
requirements
in
each
of
the
essential
skills,
taken
from
the
essential
skills
profile.
A
link
to
thecompleteessentialskillsprofilecanbefoundatwww.redseal.ca.
ReadingInstrumentationandcontroltechniciansrequirereadingskillstolocateandinterprettechnical
informationfortheirtrade.Sometextsmayincludetechnicalarticles,notes,healthandsafety
bulletins,calibrationandserviceguides,incidentreportsandproceduresmanuals.
DocumentUseDocumentuseisasignificantessentialskillforthistrade.Instrumentationandcontrol
techniciansneedtobeabletolocateandinterpretinformationinprintandelectronicformats.
Typesofdocumentsincludecomputerprintoutswithnumericinformation,suppliercatalogue
listingsandforms,graphs,tablesandcharts,schematics,assemblydiagramsanddrawings.
Theymaycreatedocumentssuchasonsitesketchesanddetailedschematics,assembly
drawings,graphsandcharts.
WritingWritingskillsareusedbyinstrumentationandcontroltechnicianstocreatepartslists,
maintenanceschedules,andinspectionreports.
OralCommunicationInordertocoordinatework,instrumentationandcontroltechniciansinteractwithothertradespeoplesuchassteamfitter/pipefitters,welders,machinists,electriciansandindustrial
mechanics(millwrights).Theymayalsodiscussengineeringproblemswithengineersand
provideexpertadviceandopinion.Attimes,theymaymakeformalpresentationstoexplain
qualitymonitoringornewequipment.
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8
NumeracyInstrumentationandcontroltechniciansmustapplymeasurementandcalculation,dataanalysis
andnumericalestimationskillstotheirtasks.Someofthesetasksincludemeasuringanalyzer
malfunctions,calculatingairflow,measuringeccentrics,calculatingvolumedisplacement,
monitoringpressure,interpretingdeviationsongraphs,andcomparingvaluesand
measurements.
ThinkingSkillsInstrumentationandcontroltechnicianstakecorrectivemeasurestoavoidpotentialhazards
anddecidesuchaswhethertorepairorreplacecomponentsbasedontimeandcostfactors.
Theyplanandorganizemaintenanceschedules,theneedfornewmachineryandassign
tradespersonstomachinery.Theymustrelyonasignificantuseofmemorytorecalllocationsof
varioustransmittersthroughouttheplantandwhatrepairswerelastcarriedout.Theymust
alsofindinformationto,amongotherthings,monitorpressuresandtemperaturesand
synthesizeinformationaboutmachinery.
Workingwith
Others
Eventhoughinstrumentationandcontroltechniciansoftenworkalone,theymayalsowork
withothersandliaisewithoperators.Indoingso,theymustfillintheroleofeitherteam
memberorteamleaderonprojectteams.Theyliaisewithandgiveinformationtooperators.
ComputerUseInstrumentandcontroltechniciansusewordprocessing,databases,spreadsheets,
communicationandvendorsoftware/firmwareandcomputerassisteddesign,manufactureor
machiningtodrawinformationandcompleteavarietyoftasks.
ContinuousLearningInstrumentationandcontroltechnicianslearnthroughcoursesandtrainingsuchassafety
training,confinedspacetrainingandcomputerapplicationsrelatingtoprocesscontrol.They
mayattendtechnicalcoursesofferedbysuppliers representatives,aswellasteam
leadership/communicationseminars.Learningmaybedonethroughreadingtechnical
magazinesandbytroubleshooting.
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9
BLOCK A OCCUPATIONAL SKILLS
Trends Theexpectationsforsafeworkpracticescontinuetoincreasewith
refinedregulationsandgreaterenforcement.
Related
Components
Allcomponentsapply.
Toolsand
Equipment
SeeAppendixA.
Task
1
Organizes
work.
Context Instrumentationandcontroltechniciansuseorganizationalskillsand
equipmenttoperformtheirtasksinasafe,efficientandeffective
manner.
RequiredKnowledge
K1 symbolsandconventionsusedinschematicsanddrawingssuchas
Instrumentation,SystemsandAutomationSociety(ISA)standards
K2 metricandimperialsystems
K3 workplacesafetyandhealthregulationssuchasWorkplaceHazardous
MaterialsInformationSystem(WHMIS),TransportationofDangerousGoods
(TDG)andjurisdictionalhealthandsafetyacts
K4 pertinentstandardsandcodessuchasISAstandards,CanadianStandards
Association(CSA)andCanadianElectricalCode(CEC)
K5 regulationsrelatedtoenvironmentandmeasurement
K6 hazardousareaclassifications
K7 typesofdocumentationsuchascalibrationsheets,datasheetsandwork
orders
K8 maintenancepracticessuchaspreventative,predictiveandreliabilitycentered
programs
K9 managementofchange(facilitychangemanagement)procedures
K10 tradeterminology
K11 verbalandwrittencommunication
K12 taskrequirementssuchaspersonnelandjobplan
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10
K13 tradeequipmentandparts
K14 formssuchasbillsofmaterial,purchaseordersandmaterialrequisitions
K15 workersrightsandresponsibilities
K16 companysafetypoliciesandprocedures
K17 trainingrequirementssuchasfallprotection,confinedspaceentry,and
hoistingandrigging
K18 hazardssuchasnucleardevices,pressures,temperatures,chemicalsand
voltages
K19 firesafetyandworkpermitprocedures
K20 housekeepingpractices
K21 emergencyproceduresandlocationofsafetyequipment
K22 disposalandrecyclingprocedures
Subtask
A1.01 Usesdrawingsandschematics.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
A1.01.01
identify
symbols
and
interpret
drawings
and
schematics
A1.01.02 applydrawingsandschematicstoapplications
A1.01.03 maintainbycreating,markingupandupdatingdrawingsandschematics
accordingtoindustryandcompanystandards
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11
Subtask
A1.02 Planstasks.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes
yes
yes
yes
ND
yes
yes
yes
yes
yes
NV
NV
NV
KeyCompetencies
A1.02.01 scheduletasksaccordingtooperations,personnelavailability,toolsand
equipment
A1.02.02 selectandacquirerequiredtools,equipment,materials,partsandpersonnel
A1.02.03 coordinatewithothertrades
A1.02.04 coordinatewithoperationsforprocessequipmentavailabilityandsafety
A1.02.05 selectandacquirerequiredpersonalprotectiveequipment(PPE)andsafety
equipment
A1.02.06 applymanagementofchange(facilitychangemanagement)procedures
A1.02.07 identifypowersources
A1.02.08 identifystockrequirementsaccordingtofactorssuchascriticality,
operationalneedsandmanufacturersrecommendations
A1.02.09 preparesiteforworkbyperformingactivitiessuchashazardassessmentand
settingupbarricades
Subtask
A1.03 Maintainssafeworkenvironment.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
A
1.03.01
follow
specified
safety
procedures
such
as
fall
arrest,
hot
work
and
confined
spaceprocedures
A1.03.02 identifyhazardssuchashighvoltage,rotatingequipment,nuclearradiation,
hazardousgases,workingatheightsandnoisylocations
A1.03.03 maintainacleanandtidyworksitetoavoidinjuriestoselfandothers
A1.03.04 coordinatetaskswithotherworkerstoavoidinjurytoselfandothers
A1.03.05 usebarricadesandsignagetoidentifyhazardsinworkareas
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A1.03.06 handlehazardousmaterialsinaccordancewithWHMISproceduressuchas
disposal,labellingandusingPPE
A1.03.07 participateinsafetymeetingsanddiscussionstoensurethatinformationis
recordedanddistributedtoallteammembers
A1.03.08 recognizeandreportunsafeconditionsandpersonalinjuryhazardssothat
they
may
be
rectified
A1.03.09 installsafetymechanismssuchasdoubleblockandbleed,andtemporary
safetyprotection
Task2 Performsroutinetradeactivities.
Context Thesetasksareperformedacrossthetrade.Instrumentationandcontrol
techniciansperform
routine
trade
activities
in
asafe,
efficient
and
effectivemanner.
Theseactivitiescanaffectthesafety,productivityandefficiencyofthe
worksite.
RequiredKnowledge
K1 PPEsuchassafetyglasses,safetyboots,gloves,coverallsandfaceshields
K2 safetyequipmentsuchasfirstaidkit,fireextinguishersandeyewashstation
K3 PPEandsafetyequipmentoperationandlimitations
K4 themaintenancescheduleandcertificationrequirementsofPPEandsafety
equipment
K5 proceduresforshuttingdownprocesses
K6 proceduresforisolatingequipmentfromenergysources
K7 proceduresfordeenergizingequipmentsuchaselectrical,electronic,
hydraulic,pneumatic,kineticandnuclear
K8 proceduresforenergizingequipmentsuchaselectrical,electronic,hydraulic,
pneumaticandnuclear
K9
typesof
calibration
and
test
equipment
such
as
multimeters,
pressure
calibratorsandhandheldcommunicators
K10 typesofconfigurationequipmentsuchasHighwayAddressableRemote
Transducer(HART)communicator,computersandassociatedsoftware
K11 calibration,configurationandtestequipmentoperatingproceduresand
limitations
K12 themaintenancescheduleandcertificationrequirementsofcalibration,
configurationandtestequipment
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K13 typesofhandtools
K14 handtooloperatingproceduresandlimitations
K15 portableandstationarypowertooloperatingproceduresandlimitations
K16 typesandfunctionsofhoistingandliftingdevicessuchasjacks,hoistsand
comealongs
K17 typesandfunctionsofriggingequipmentsuchasbelts,ropes,cablesandslings
K18 operatingproceduresforhoistingandliftingdevices
K19 hoistingandliftingcapacities
K20 materialhandlingequipmentincludingpalletjacks,forklifts,stationarycranes
andrigging
Subtask
A2.01 Usespersonalprotectiveequipment(PPE)andsafetyequipment.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
A2.01.01 selectandwearPPEappropriatefortaskandasidentifiedbysitepolicies,
jurisdictionalregulationsandWHMIS
A2.01.02 inspectPPEforappropriatefit,expirationanddamagesuchasexcessively
wornbootsandcrackedsafetyglasses
A2.01.03 locateandusesafetyequipmentsuchasfireextinguishers,eyewashstations
andfirstaidkits
A2.01.04 storePPEandsafetyequipmentaccordingtomanufacturers
recommendations
A2.01.05 maintainbytesting,recertifyingorreplacingPPEandsafetyequipmentsuch
assafetyharnesses,hardhatsandlanyardsasrequiredbyjurisdictional
regulations,companypoliciesandmanufacturers recommendations
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Subtask
A2.02 Performsdeenergizing,lockoutandtagoutprocedures.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes
yes
yes
yes
ND
yes
yes
yes
yes
yes
NV
NV
NV
KeyCompetencies
A2.02.01 identifysourcesofpotentialenergysuchassuspendedweight,trapped
pressure,electricalpotentialandnucleardevices
A2.02.02 selectisolationpointssuchasvalves,brakesandmotorcontrolcenter(MCC)
toensurethatenergycannotbeaddedtothesystem
A2.02.03 deenergizesystemusingmethodssuchasrelievingpressure,applying
groundsandreleasingbrakes
A2.02.04 performlockoutaccordingtocompanyandjurisdictionalregulationsandlegislation
A2.02.05 recordequipmentlockoutspecificsforfuturereference
Subtask
A2.03 Maintainscalibration,configurationandtestequipment.
NL
NS
PE
NB
QC
ON
MB
SK
AB
BC
NT
YT
NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
A2.03.01 inspectandtestcalibrationandtestequipment
A2.03.02 inspectandverifyfunctionalityofconfigurationequipment
A2.03.03 confirmversionsofsoftwareandfirmwareandperformupdateswhen
required
A2.03.04 recertifycalibrationandtestequipmentanddevicesaccordingto
manufacturers recommendations,regulationsandcompanypolicies
A2.03.05 storecalibration,configurationandtestequipmentaccordingto
manufacturers recommendationsandcompanypolicies
A2.03.06 maintaindocumentationofmaintenanceandcertificationofcalibration,
configuration,revisioncontrolandtestequipment
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Subtask
A2.04 Maintainstools.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes
yes
yes
yes
ND
yes
yes
yes
yes
yes
NV
NV
NV
KeyCompetencies
A2.04.01 inspecthandtoolsfordamage
A2.04.02 lubricatehandtoolssuchasflaringtoolsandcutterstoensureproper
operation
A2.04.03 wipetoolsafterusetoensuretheyarecleanandrustfree
A2.04.04 replacehandtoolpartssuchascuttingbladesandhacksawblades
A2.04.05 checkbatteriesandchargerstoensuretheyareingoodconditionand
batteriesarefullycharged
A2.04.06 cleanandinspectpowertoolsforunsafeconditionssuchasmissing,worn
anddamagedparts,defectiveormissingguardsandfrayedcords
A2.04.07 replacepowertoolcomponentssuchasdrillbitsandcuttingdiscs
A2.04.08 repairdefectivecomponentsofpowertools
A2.04.09 storetoolsinacleananddrylocationtoensuretheyareinoperating
condition
Subtask
A2.05 Operatesmaterialhandlingequipment.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
A
2.05.01
identify
weight
of
lift
and
capacity
of
available
equipment
A2.05.02 selectmaterialhandlingequipmentaccordingtotypeofliftandweight
A2.05.03 identifyshopandregulatorylimitationsanddeterminewhatriggingand
hoistingoperationsneedtobedonebyotherqualifiedpersonnel
A2.05.04 inspectmaterialhandlingequipmentfordefectsandexpirationdates
A2.05.05 identifypotentialhazardssuchaspinchpoints,loadinstability,obstructions
andoverheadlines
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A2.05.06 isolateworkareapriortoliftusingsafetyequipmentsuchasbarriersand
warninglights
A2.05.07 storeequipmentincleananddrylocations
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BLOCK B PROCESS MEASURING AND
INDICATING DEVICES
Trends Duetotheavailabilityofmorecomputingpower,sophisticateddevices
havemorefunctionalityanddiagnosticcapabilitiesintegralwithinthedevice,creatinginmanycasesamovetononcontactprocess
equipment.
Thereisatrendtowardstheuseofwirelessdevices.Thereisamoveto
theuseofdigitalbustransmissionratherthananalog.
Related
Components
Pressuremeasuringdevices:pressuregauges,manometers,electronic
andpneumaticpressuretransmitters,pressureswitches.
Temperaturemeasuringdevices:thermometers(electronic,infrared,
mechanical),thermistors,
thermocouples,
capillary
tubes,
resistive
thermaldevices(RTDs),pyrometers,temperatureswitches.
Levelmeasuringdevices:sightglasses,mechanicallevelindicators,
pneumaticlevelmeasuringdevices,electroniclevelmeasuringdevices,
levelswitches.
Flowmeasuringdevices:primaryelements(annubars,orificeplates,
venturitubes,pitottubes,flownozzles,flumes,weirs,wedgemeters,
cones),flowmeters(turbine,sheddingvortex,magnetic,ultrasonic),
flowswitches.
Motion,speed,positionandvibrationmeasuringdevices:probes,
amplifiers,proximeters,accelerometers,switches.Massanddensitymeasuringdevices:straingauges,loadcells,scales,
paddles/blades,nucleardevices,opticaldevices,displacers.
Consistencymeasuringdevices:blades,rotarypaddles,radar,
microwave,opticaldevices.
Othercomponents:indicators,recorders,controllers,sealsandgaskets,
fittings,brackets,fasteners,piping,wiring,valves.
Processanalyzers:watertreatmentanalyzers(pH,conductivity,
dissolvedoxygen(DO),turbidity,oxidationreductionpotential(ORP)
concentration),oilandgasanalyzers(chromatograph,spectrometers),
environmentalanalyzers(noise,NOx,CO2,H2S,NH3andother
greenhousegases).
Flowcomputingdevices:temperatureandpressuredifferential.
Indicatingdevices:panelmeters,pressure/temperaturegauges,sight
glasses.
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Toolsand
Equipment
SeeAppendixA.
Task
3
Installs
and
services
pressure,
temperature,
level
and
flow
measuringandindicatingdevices.
Context Theseprimarymeasuringdevicesareusedtomonitorprocesscontrol
variables.
Instrumentationandcontroltechniciansinstall,maintain,diagnoseand
repairthesedevicestooptimizethecontroloperation.Indicatorsare
usedtovisuallydisplayprocessvariables.
RequiredKnowledge
K1 typesofpressureandvacuummeasuringdevicessuchaspneumatic,
electronicandmechanical
K2 typesoflevelmeasuringdevicessuchasdifferentialpressure(DP)
transmitter,ultrasonicandfloatswitches(mechanical)
K3 typesofflowmeasuringdevicessuchasDP,positivedisplacementand
ultrasonic
K4 typesoftemperaturemeasuringdevicessuchasthermocouples,RTD,filled
thermalsystemsandpyrometers
K5 typesofindicatingdevicessuchaschartrecorders,digitaldisplaysand
gauges
K6 typesofpressuresuchasabsolute,differential,gauge,scalesandbarometric
K7 temperaturescalessuchasKelvin,FahrenheitandCelsius
K8 typesofconnectionssuchaspipingandwiring
K9 primaryelementsforvariousmeasuringdevicessuchasorificeplates,
turbinesandcoriolis
K10 pressure,levelandflowcalibrationinstrumentssuchaspressurecalibrators,
deadweight
testers
and
multimeters
K11 temperaturecalibrationinstrumentssuchasmultimeters,temperaturebaths,
dryblockcalibratorsandWheatstonebridges
K12 accuracyofcalibrationinstruments
K13 requiredcalibratingparametersofmeasuringdevicessuchaszero,span,
range,repeatability,specificgravityandaccuracy
K14 calibrationmethodsasrequiredbythemeasuringdevice
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K15 interactionofvariousloops
K16 measuringdeviceoperation
K17 repair/replacementmethods
Subtask
B3.01 Installspressure,temperature,levelandflowmeasuringand
indicatingdevices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
B3.01.01 selectandusetoolsandequipmentaccordingtotypeofdevice
B3.01.02 selectdeviceaccordingtoprocessapplication,environmentandcompany
standards
B3.01.03 selectmountinglocationandmountdeviceaccordingtoindustrystandards
andmanufacturersspecifications
B3.01.04 connectdevicetotheprocessusingmethodssuchastubing,inlineand
thermowellaccordingtoindustrystandards
B3.01.05 terminatewiringtomeasuringandindicatingdevice(s)accordingto
manufacturers specifications
B3.01.06 configuremeasuringandindicatingdevicesaccordingtomanufacturersinstructions,processrequirementsand/ordatasheets
B3.01.07 calibratemeasuringandindicatingdevicesaccordingtomanufacturers
instructions,processrequirementsand/ordatasheets
B3.01.08 verifyoperationofdevicewithinspecifiedparametersbyusingtest
equipmentandprocedures
B3.01.09 modifyenclosuresandpanelstoholddevicesandindicators
B3.01.10 backupanddocumentconfigurationsettingsforfuturedatarecovery
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Subtask
B3.02 Maintainspressure,temperature,levelandflowmeasuringand
indicatingdevices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
B3.02.01 performinspectiontodetectabnormalitiessuchasleaks,looseconnections
andcorrosion
B3.02.02 performfunctioncheckofdevicetoconfirmproperoperation
B3.02.03 clearsensinglinesofthemeasuringandindicatingdevicesbyisolating,
equalizingorblowingdown,toensurelinesarenotplugged
B3.02.04 followmanufacturersrecommendedmaintenancepractices
B3.02.05 cleandevicesusingmaterialssuchassolvents,finewire,abrasivesand
contactcleaners
B3.02.06 verifycalibrationofdevicesbeforereturningtoservice
Subtask
B3.03 Diagnosespressure,temperature,levelandflowmeasuringand
indicating
devices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
B3.03.01 selectandusediagnostictoolsandequipmentsuchascomputerandsoftware
andhandheldconfigurator
B3.03.02 performinspectiontodetectfaultssuchasleaks,physicaldamageandpoor
wiringconnections
B3.03.03 performfunctioncheckofdevicetoisolateproblemssuchaspluggedsensing
lineandinadequatepower
B3.03.04 determineprobablerootcauseandlocationoffaults
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Subtask
B3.04 Repairspressure,temperature,levelandflowmeasuringand
indicatingdevices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
B3.04.01 selectandusetoolsandequipmentsuchasdigitalmultimeter,pressure
calibratorandtestgauges
B3.04.02 selectreplacementcomponentsrequiredaccordingtocodesand
manufacturersspecifications
B3.04.03 replacecomponentssuchassensorboards,LCDsandbellows
B3.04.04 clearpluggedlines
B3.04.05 inspectandcleanprocesswettedcomponentswheredevicecontactsthe
process
Task4 Installsandservicesmotion,speed,positionandvibration
measuringandindicatingdevices.
Context Thesemeasuringdevicessensemotion,speed,positionandvibration
andenabletheinstrumentationandcontroltechniciantomonitorthe
operationofequipment.Thesedevicesareusuallyinstalled,maintained
andrepairedtoprotecttheintegrityoftheequipment.
RequiredKnowledge
K1 motionandposition/displacementmeasuringdevicessuchastorqueswitches,
proximityswitches,proximityprobesandanalogpositionsensors
K2
speedmeasuring
devices
such
as
tachometers,
strobes
and
proximeters
K3 vibrationmeasuringdevicessuchasprobesandproximeters
K4 typesofindicatingdevicessuchaschartrecorders,digitaldisplaysand
gauges
K5 motion,speed,positionandvibrationcalibrationinstrumentssuchasstrobe
lights,multimetersandtachometers
K6 manufacturersspecifications
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K7 requiredcalibratingparametersofmeasuringdevicessuchaszero,span,
rangeandaccuracy
K8 relevantlawsandprinciplesofphysicssuchasspeedandvelocity
K9 measuringdeviceoperation
K10 materialssuchassolventsandcontactcleaners
Subtask
B4.01 Installsmotion,speed,positionandvibrationmeasuringand
indicatingdevices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
B4.01.01 selectandusetoolsandequipmentsuchasminiwrenchesandfeelergauges
accordingtotypeofdevice
B4.01.02 selectdeviceaccordingtoprocessapplication,environmentandcompany
standards
B4.01.03 selectcableaccordingtomanufacturersspecifications
B4.01.04 selectmountinglocationandhardwareaccordingtomanufacturers
specifications
B4.01.05 mountdeviceusingmethodssuchasbolting,weldingandthreading
B4.01.06 terminatewiringtomeasuringandindicatingdevice(s)accordingto
manufacturers specifications
B4.01.07 configureandcalibratedevicesaccordingtomanufacturers instructionsto
matchsensorstoreceivers
B4.01.08 verifyoperationofdevicewithinspecifiedparametersbyusingtest
equipmentandprocedures
B4.01.09 backupanddocumentconfigurationsettingsforfuturedatarecovery
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Subtask
B4.02 Maintainsmotion,speed,positionandvibrationmeasuringand
indicatingdevices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
B4.02.01 performinspectiontodetectabnormalitiessuchasdirt,looseconnectionsand
corrosion
B4.02.02 performfunctioncheckofdevicetoconfirmproperoperation
B4.02.03 followmanufacturersrecommendedmaintenancepractices
B4.02.04 cleancomponentssuchasopticallensesandprobefacesusingmaterialssuch
assolvents,abrasivesandcontactcleaners
B4.02.05 verifycalibrationofdevicesandrecalibrateifnecessarybeforereturningto
service
Subtask
B4.03 Diagnosesmotion,speed,positionandvibrationmeasuringand
indicatingdevices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
B4.03.01 selectandusediagnostictoolsandequipmentsuchasoscilloscope,
multimeterandhandheldconfigurator
B4.03.02 performinspectiontodetectfaultssuchasmisalignment,physicaldamage
andpoorelectricalconnections
B4.03.03 performfunctioncheckofdevicetoisolateproblemssuchasdirtyoptics,faultysensorsandinadequatepower
B4.03.04 determineprobablerootcauseandlocationoffaults
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Subtask
B4.04 Repairsmotion,speed,positionandvibrationmeasuringand
indicatingdevices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
B4.04.01 selectandusetoolsandequipmentsuchasmultimeters,feelergaugesand
tachonometer
B4.04.02 selectreplacementcomponentsrequiredaccordingtocodesand
manufacturersspecifications
B4.04.03 removeandreplacecomponentssuchassensors,sensorboards,reflectors
andtransmitters
B4.04.04 inspectandcleancomponentssuchasreflectorsandlenses
Task5 Installsandservicesmass,densityandconsistencymeasuring
andindicatingdevices.
Context
Thesedevices
measure
the
characteristics
of
the
material
within
the
process.Thesedevicesaremorecomplexandspecializedandare
tailoredtomatchtheprocess.Thesedevicesmustbeproperlyinstalled
andmaintainedinordertomaintainproductquality.
RequiredKnowledge
K1 typesofmassmeasuringdevicessuchasloadcells,scalesandstraingauges
K2 typesofdensitymeasuringdevicessuchasutube,displacer,nucleargauge
andrefractometer
K3
radiationsafety
practices
K4 typesofconsistencymeasuringdevicessuchasoptical,rotary,blade,paddle
andmicrowave
K5 typesofindicatingdevicessuchaschartrecorders,digitaldisplaysand
gauges
K6 factorsaffectingsystemperformancesuchastemperature,vibrationand
pressure
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K7 typesofconnectionssuchaspipingandwiring
K8 calibrationinstrumentssuchasmultimeters,refractometers,radiationsurvey
metersandcalibratedstandards
K9 accuracyofcalibrationequipment
K10 requiredcalibratingparametersofmeasuringdevicessuchaszero,span,
range,repeatability
and
specific
gravity
K11 calibrationmethodsasrequiredbythemeasuringdevice
K12 interactionofvariousloops
K13 measuringdeviceoperation
K14 repair/replacementmethods
Subtask
B
5.01
Installs
mass,
density
and
consistency
measuring
and
indicating
devices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
B5.01.01 selectandusetoolsandequipmentaccordingtotypeofdevice
B5.01.02 selectdeviceaccordingtoprocessapplication,environmentandcompany
standards
B5.01.03 selectmountinglocationandhardwareaccordingtoindustrystandardsand
manufacturersspecifications
B5.01.04 mountdeviceandconnecttotheprocessusingmethodssuchasinline,
screwing,boltingandtubingaccordingtoindustrystandards
B5.01.05 terminatewiringtomeasuringandindicatingdevice(s)accordingto
manufacturers specifications
B5.01.06 configuremeasuringandindicatingdevicesaccordingtomanufacturers
instructions,processrequirementsand/ordatasheets
B5.01.07 calibratemeasuringandindicatingdevicesaccordingtomanufacturers
instructions,processrequirementsand/ordatasheets
B5.01.08 verifyoperationofdevicewithinspecifiedparametersbyusingtest
equipmentandprocedures
B5.01.09 backupanddocumentconfigurationsettingsforfuturedatarecovery
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Subtask
B5.02 Maintainsmass,densityandconsistencymeasuringandindicating
devices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
B5.02.01 performinspectiontodetectabnormalitiessuchasleaks,looseconnections
andcorrosion
B5.02.02 performfunctioncheckofdevicetoconfirmproperoperation
B5.02.03 followmanufacturersrecommendedmaintenancepractices
B5.02.04 cleandevicesusingmaterialssuchassolvents,finewire,abrasivesand
contactcleaners
B5.02.05 verifycalibrationofdevicesandrecalibrateifnecessarybeforereturningto
service
Subtask
B5.03 Diagnosesmass,densityandconsistencymeasuringandindicating
devices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
B5.03.01 selectandusediagnostictoolsandequipmentsuchasmultimeter,computers
andsoftware,andhandheldconfigurator
B5.03.02 performinspectiontodetectfaultssuchasleaks,misalignment,physical
damageandpoorelectricalconnections
B5.03.03 checkfunctionofdevicetoisolateproblemssuchasdirtylenses,faultysensorsandinadequatepower
B5.03.04 determineprobablerootcauseandlocationoffaults
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Subtask
B5.04 Repairsmass,densityandconsistencymeasuringandindicating
devices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
B5.04.01 selectandusetoolsandequipmentsuchasmultimeterandtestweights
B5.04.02 replacecomponentssuchassensorsandsensorboards
B5.04.03 inspectandcleancomponentssuchasreflectorsandlenses
B5.04.04 rebuilddevicessuchasrotaryconsistencytransmittersandmechanicalbelt
scales
Task6 Installsandservicesprocessanalyzers.
Context Processanalyzersareusedtomeasureandverifythatprocessesare
workingcorrectlyandfollowingqualitycontrolandregulatory
standards.Instrumentationandcontroltechniciansmustbeableto
install,maintain,diagnoseandrepairprocessanalyzerstomaintain
processqualityandtoprotecttheenvironmentandworkers.
RequiredKnowledge
K1 processanalyzerssuchaspH,conductivity,turbidityandORP
K2 qualitycontrolanalyzerssuchaschromatographs,spectrometersandpulp
qualityanalyzers
K3 environmentalemissionanalyzerssuchasfornoise,hazardousgasesand
greenhousegases
K4
typesof
connections
such
as
piping,
wiring
and
flange
mounted
K5 operationaltheoryofanalyzers
K6 operatingparameterssuchassamplingtime,analysistimeandmeasurement
limitations
K7 requiredinstallationconditionssuchasambienttemperatureandcleanliness
K8 samplingsystems,conditionersandmethods
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K9 calibrationinstrumentssuchaslabinstruments,multimetersandcomputer
software
K10 requiredcalibrationparametersofanalyzers
K11 calibrationmaterialsuchasinertgases,standardgases,waterandoil
K12 accuracyandrepeatabilitylimitationsoftheanalyzer
K13 calibrationmethodsasrequiredbytheanalyzer
K14 interactionofanalyzertoprocess
K15 possiblecontaminationofanalyzers
K16 maintenanceroutinesandtiming
K17 maintenancematerialssuchascarriergases
K18 analyzeroperation
Subtask
B6.01 Installsprocessanalyzers.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
B6.01.01 selectandusetoolsandequipmentsuchasmountingjigsandcalibration
samples
according
to
type
of
device
B6.01.02 selectanalyzersaccordingtoprocessapplication,environmentalconditions,
manufacturers specificationsandcompanystandards
B6.01.03 selectmountinglocationandhardwareaccordingtoindustry/company
standardsandmanufacturersspecifications
B6.01.04 mountdevice(s)andconnecttotheprocessusingmethodssuchasinlineand
tubingaccordingtomanufacturers instructionsandindustrystandards
B6.01.05 terminatewiringtomeasuringandindicatingdevice(s)accordingto
manufacturers specifications
B6.01.06
configure
analyzer
and
indicating
devices
according
to
manufacturers
instructions,processrequirementsand/ordatasheets
B6.01.07 calibrateanalyzerandindicatingdevicesaccordingtomanufacturers
instructions,processrequirementsand/ordatasheets
B6.01.08 installsamplingsystemsandconditioners
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B6.01.09 verifyoperationofanalyzerandsamplingsystemwithinspecified
parametersbyusingtestequipment,samplingroutinesandprocedures
B6.01.10 backupanddocumentconfigurationsettingsforfuturedatarecovery
Subtask
B6.02 Maintainsprocessanalyzers.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
B6.02.01 performinspectiontodetectabnormalitiessuchasleaks,incorrectsample
flowand
corrosion
B6.02.02 checkfunctionofanalyzerandsamplingsystemtoconfirmproperoperation
B6.02.03 followandmodify(asrequired)manufacturersrecommendedmaintenance
practicesandschedules
B6.02.04 cleandevicesusingmaterialssuchassolvents,finewire,abrasivesand
contactcleaners
B6.02.05 clearsamplelinesbyflushing,rodded,orsteamedtopreventbuildupof
processmaterial
B6.02.06 verifycalibrationofdevicesandrecalibrateifnecessarybeforereturnto
service
Subtask
B6.03 Diagnosesprocessanalyzers.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
B6.03.01 selectandusediagnostictoolsandequipmentsuchasmultimeter,computers
andsoftware,internaldiagnosticsandhandheldconfigurator
B6.03.02 performinspectiontodetecterrorssuchasleaks,misalignment,physical
damageandfaultyelectricalconnections
B6.03.03 checkfunctionofprocessanalyzertoisolateproblemssuchasdirtyoptics,
faultysensorsandinadequatepower
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B6.03.04 selectandusesuppliessuchasreferencesamplesandcleaningsupplies
B6.03.05 cleancomponentssuchassensorsandopticspriortodiagnosis
B6.03.06 determineprobablerootcauseandlocationoffaults
Subtask
B6.04 Repairsprocessanalyzers.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
B6.04.01 selectandusetoolsandequipment
B6.04.02 replacecomponentssuchaschoppermotor,lightsources,sensorsandsensor
boards
B6.04.03 cleancomponentssuchassensorsandinternaltubing
B6.04.04 rebuilddevicessuchasregulatorsandsolenoids
B6.04.05 repairsamplingsystemfaultssuchaspluggedsamplinglines,faulty
solenoids,filters,valvesandregulators
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Task7 Installsandservicesflowcomputingdevices.
Context Flowcomputingdevicesarestandalonesystemsorareintegralwithin
measuringdevices,SCADAorcontrolsystems.Theybringinmultiple
inputsandusethesetoperformcalculationsthatcompensatefor
variablessuchastemperatureandpressurewhencalculatingmassoractualflow.Therearesomedevicesthathavemanyconfiguration
parameterssuchasproductcompositionandprimaryflowelement
specifications.
Instrumentationandcontroltechniciansmustbeabletoinstall,
maintain,diagnoseandrepairflowcomputingdevicestoprovide
accurateflowmeasurementswhereahigherdegreeofaccuracyis
required.Maintainsincludesroutinepreventativemaintenance
activities.
RequiredKnowledge
K1 typesandapplicationsofflowcomputingdevices
K2 operationaltheoryofflowcomputingdevices
K3 operatingparameters
K4 requiredinstallationconditionssuchasambienttemperatureandlocation
K5 pressureandtemperaturecalibrationinstrumentssuchaspressure
calibrators,multimetersandcomputersoftware
K6 accuracyandrepeatabilitylimitationsofflowcomputingdevices
K7 calibrationmethodsasrequiredbytheflowcomputingdevices
K8 accuracyofcalibrationinstruments
K9 requiredconfigurationparametersofflowcomputingdevicesasrequiredby
applicationandindustrystandards
K10 repair/replacementmethods
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Subtask
B7.01 Installsflowcomputingdevices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes
yes
yes
yes
ND
yes
yes
yes
yes
yes
NV
NV
NV
KeyCompetencies
B7.01.01 selectandusetoolsandequipmentaccordingtotypeofdevice
B7.01.02 selectflowcomputingdevicesaccordingtoprocessapplications,
environmentalconditions,companystandardsandmanufacturers
specifications
B7.01.03 selectmountinglocationandhardwareaccordingtoindustrystandardsand
manufacturersspecifications
B7.01.04 terminatewiringtoflowcomputingdevicesfrommeasuringdevice(s)accordingtomanufacturers specifications
B7.01.05 configureflowcomputingdevicesaccordingtomanufacturers instructions,
applicationand/ordatasheets
B7.01.06 calibrateflowcomputingdevicesaccordingtomanufacturers instructions,
processrequirementsand/ordatasheets
B7.01.07 verifyoperationofflowcomputingdeviceswithinspecifiedparametersby
usingtestequipmentandprocedures
B7.01.08 backupanddocumentconfigurationsettingsforfuturedatarecovery
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Subtask
B7.02 Maintainsflowcomputingdevices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes
yes
yes
yes
ND
yes
yes
yes
yes
yes
NV
NV
NV
KeyCompetencies
B7.02.01 calibrateflowcomputingdevicesduringroutinemaintenanceaccordingto
manufacturers instructions,regulatoryrequirements,processrequirements
and/ordatasheets
B7.02.02 upgradesoftwareandfirmwareasrequiredtoavoidobsolescenceandmake
surethatvaluesareconsistentwithcurrentstandards
B7.02.03 followmanufacturersrecommendedmaintenancepracticesandschedules
B7.02.04 documentconfigurationsandcalibrationstocomplywithregulatoryrequirementsandtofacilitatemaintenanceactivities
Subtask
B7.03 Diagnosesflowcomputingdevices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes
yes
yes
yes
ND
yes
yes
yes
yes
yes
NV
NV
NV
KeyCompetencies
B7.03.01 selectandusediagnostictoolsandequipmentsuchasmultimeter,computers
andsoftware,internaldiagnostictoolsandhandheldconfigurator
B7.03.02 performinspectiontodetecterrorssuchasfaultyelectricalconnectionsand
incorrectreadings
B7.03.03 checkfunctionofflowcomputingdevicetoidentifyproblemssuchaslossof
powerandcommunication
B7.03.04 determineprobablerootcauseandlocationoffaults
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Subtask
B7.04 Repairsflowcomputingdevices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes
yes
yes
yes
ND
yes
yes
yes
yes
yes
NV
NV
NV
KeyCompetencies
B7.04.01 selectandusetoolsandequipment
B7.04.02 replacecomponentssuchascircuitboards,powersuppliesanddisplays
B7.04.03 confirmrestoredconfigurations
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BLOCK C SAFETY AND SECURITY SYSTEMS AND
DEVICES
Trends Duetosafetyawareness,thereisanincreaseintheuseofpersonal,
propertyandenvironmentalprotectionequipmentaswellassecurity
systems.
Related
Components
(include,butnot
limitedto)
Safetysystems:gas(infrared,electrochemicalcellsandcatalyticbead),
flame(ultravioletandinfrared),heat(thermalpencilsandheatsensors),
smoke(ionicandparticledetectors),spilldetectionandwaterquality.
Personalprotectiondevices:portablegasdetectors,radiationbadges
Securitysystems:intruderalerts,remotemonitoring,cameras,motion
sensors,accesssystems.
Toolsand
Equipment
SeeAppendixA.
Specializedequipment:carriergases,standardsamples,software,leak
detectors.
Task8 Installsandservicessafetysystemsanddevices.
Context Safetysystemsanddevicesareusedtodetectandreacttohazardssuch
asgasleaks,firesandspills.Reactionsmayrangefromalarmstoplant
shutdownsandevacuations.Theproperinstallation,calibrationand
maintenanceofthesesystemsareimperativetothesafetyofplant,
personnelandenvironment.
RequiredKnowledge
K1 typesofgasdetectionequipmentsuchasinfraredandelectrolytic
K2
typesof
flame
detection
equipment
such
as
ultraviolet,
infrared
and
magnetic
K3 typesofheatdetectionequipmentsuchasthermalpencilsandheatsensors
K4 typesofsmokedetectionequipmentsuchasionicandparticledetectors
K5 typesofleakdetectionequipmentsuchasoilinwaterandoilonwater
K6 typesofemissionmonitoringequipmentforconditionssuchaseffluentpH,
stackemissions,turbidityofwater
K7 hazardousgasessuchaschlorine,H2Sandphosgene
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K8 typesofpersonalprotectiondevicessuchasportablegasdetectors,breathing
airsystemsandradiationbadges
K9 acceptablelimitsaccordingtocodesforconditionssuchasoxygenlevels,H2S
levels,radiationlevelsandwaterquality
K10 shutdownprocedures,actionsandimplications
K11
calibration
instruments
such
as
multimeters
and
configuration
software
K12 requiredcalibratingparametersofsafetysystems
K13 maintenancematerialssuchastestgasandfilters
K14 accuracylimitationsofsafetysystems
K15 calibrationmethodsasrequiredbythesafetysystems
K16 interactionofsafetysystemtoprocess
K17 maintenanceroutines
K18 safetysystemoperation
Subtask
C8.01 Installssafetysystemsanddevices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND no yes yes yes yes NV NV NV
KeyCompetencies
C8.01.01 identifyhazardoremissiontobedetected
C8.01.02 determinelocationforthedetectionsystemanddevicesaccordingto
manufacturers instructionsandindustrystandardsandcodes
C8.01.03 selectandusetoolsandequipment
C8.01.04 selectsafetysystemforprocessapplications,industrystandardsandcodes
C8.01.05 selectmountinghardwareforthesystemanddevices
C8.01.06 mountdeviceaccordingtomanufacturers instructionsandindustry
standardsandcodes
C8.01.07 configuresystemaccordingtocodesandmanufacturersspecifications
C8.01.08 selectandusestandardsamplestoverifysystemanddevices
C8.01.09 verifyoperationofsafetysystemsanddeviceswithinspecifiedparametersby
usingtestequipmentandprocedures
C8.01.10 backupanddocumentconfigurationsettingsforfuturedatarecovery
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Subtask
C8.02 Maintainssafetysystemsanddevices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes
yes
yes
yes
ND
yes
yes
yes
yes
yes
NV
NV
NV
KeyCompetencies
C8.02.01 selecttestequipmentandmaterialsuchasUV/IRsourcetestgas,filterand
smokegeneratortoverifyprotectionsystemordevice
C8.02.02 verifysystemsaccordingtojurisdictionalregulationsandmanufacturers
specificationsforproperoperation
C8.02.03 verifyPPEaccordingtojurisdictionalregulationsandmanufacturers
specificationsforproperoperationusingmethodssuchasbumptestingand
calibratingportable
gas
detectors
C8.02.04 calibratesafetysystemsanddevicesaccordingtomanufacturers instructions,
processrequirementsand/ordatasheets
Subtask
C8.03 Diagnosessafetysystemsanddevices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
C8.03.01 selecttestequipmentandmaterialssuchasgas,smokegenerator,multimeter
andcolorimeter
C8.03.02 determinecomponentstobereplaced
C8.03.03 identifyprobablerootcauseandlocationoffaults
C8.03.04 determinestepsrequiredtorepairfault
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Subtask
C8.04 Repairssafetysystemsanddevices.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes
yes
yes
yes
ND
yes
yes
yes
yes
yes
NV
NV
NV
KeyCompetencies
C8.04.01 selectandusetoolsandequipmentsuchasmultimeter,testgasandsmoke
generator
C8.04.02 selectreplacementcomponentsrequiredaccordingtocodesand
manufacturersspecifications
C8.04.03 replacefaultycomponents
Task9 Installsandservicessecuritysystems.(NOTCOMMONCORE)
Context Securitysystemsareusedtomonitorandalarmsecurityconditions
suchasintruderalerts.Theproperinstallationandmaintenanceofthese
systemsareimperativetothesafetyoffacilitiesandpersonnel.
RequiredKnowledge
K1 typesofsecuritysystemssuchasvideoandcardreaders
K2 securitysystemoperation
K3 installationandmaintenancerequirementssuchasambienttemperature,
locationandenvironmentalconditions
K4 communicationnetworks
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Subtask
C9.01 Installssecuritysystems.(NOTCOMMONCORE)
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes
no
no
yes
ND
no
yes
no
no
yes
NV
NV
NV
KeyCompetencies
C9.01.01 selecttypeofsecuritysystemsuchasclosedcircuitTV(CCTV)andintrusion
alarm
C9.01.02 determinelocationforsecuritysystemaccordingtoenvironmental
conditions,ambienttemperature,companystandardsandlegislations
C9.01.03 selectandusetoolsandequipment
C9.01.04 selectmountinghardwareforsystemanddevices
C9.01.05 mountandconnectsystemcomponentsaccordingtomanufacturers
specificationsandcompanystandards
C9.01.06 configuresystemaccordingtomanufacturersspecificationsandcompany
standards
C9.01.07 verifyoperationofsecuritysystemwithinspecifiedparametersbyusingtest
equipmentandprocedures
C9.01.08 backupanddocumentconfigurationsettingsforfuturedatarecovery
Subtask
C9.02 Maintainssecuritysystems.(NOTCOMMONCORE)
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes no no yes ND yes yes no no yes NV NV NV
KeyCompetencies
C9.02.01 conductinspectionofsystemcomponents
C9.02.02 verifysystemoperation
C9.02.03 cleansecuritysystemcomponentssuchascameralensesandcovers
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Subtask
C9.03 Diagnosessecuritysystems.(NOTCOMMONCORE)
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes
no
yes
yes
ND
yes
yes
no
no
yes
NV
NV
NV
KeyCompetencies
C9.03.01 selectandusetoolsandequipmentsuchasmultimeterandhandheld
camera/monitor
C9.03.02 selectandusediagnosticsoftwaretodeterminesystemfaults
C9.03.03 identifyprobablerootcauseandlocationoffaults
C9.03.04 determinestepsrequiredtorepairfaults
Subtask
C9.04 Repairssecuritysystems.(NOTCOMMONCORE)
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes no yes yes ND yes yes no no yes NV NV NV
KeyCompetencies
C9.04.01 selectandusetoolsandequipmentsuchasmultimeterandhandheld
camera/monitor
C9.04.02 selectreplacementcomponentsrequiredaccordingtomanufacturers
specifications
C9.04.03 replacefaultycomponentsanddevices
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BLOCK D HYDRAULIC, PNEUMATIC AND
ELECTRICAL SYSTEMS
Trends Becauseofatrendtoreduceemissions,devicesaremoreenergy
efficient.Assuch,thereisamoveawayfromusingnaturalgasasa
mediumforpneumaticsourceofpower.
Environmentalconcernsareresultinginadecreaseintheuseof
hydraulicsystemsaroundsensitiveareassuchaswatertoprevent
potentialcontamination.
Industryisstillmovingawayfromcomponentrepairtoboard
replacement.
Related
Components
(include,butnot
limitedto)
Hydraulicequipment:hydraulicfluidsandfilters,pumps,control
valves,regulators,safetyvalves.Pneumaticequipment:airdryers,conditioningcomponents(filter
assemblies,volumeboosters),compressors,regulators,safetyvalves.
Electricalequipment:alternatingcurrent/directcurrent(AC/DC)power
supplies,uninterruptiblepowersupplies(UPS),circuitboards,
transformers.
Toolsand
Equipment
SeeAppendixA.
Task10 Installsandserviceshydraulicequipment.
Context Hydraulicequipmentisusedtosupplyenergyandtocontrol
equipmentandprocessesthroughtheuseofliquids.Hydraulic
equipmentisusedforhigherpressureapplications.Instrumentation
andcontroltechniciansinstallandmaintainhydraulicequipment.
RequiredKnowledge
K1 hydraulictheories,specificationsandhazards
K2 typesofhydraulicequipment,componentsanddevicessuchaspumps,filters
andregulators
K3 temperatureratingsfortypesofhydraulicoilssuchassyntheticand
conventional
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K4 hydraulicequipmentoperation
K5 repair/replacementmethods
K6 cleanlinessstandardsrequiredforhydraulicsystems
Subtask
D10.01 Installshydraulicequipment.(NOTCOMMONCORE)
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes no yes ND no no yes no yes NV NV NV
KeyCompetencies
D10.01.01 determinesystemrequirementssuchaspressure,volumeandstorage
D10.01.02 selectcomponentsaccordingtosystemrequirements
D10.01.03 selectandusetoolsandequipment
D10.01.04 determinelocationofsystemequipmentaccordingtomanufacturers
recommendationsandcompanystandards
D10.01.05 connectsystemcomponentssuchassolenoids,accumulators,servovalves,
motorsandpumps
D10.01.06 verifyoperationofhydraulicequipmentwithinspecifiedparametersby
usingtestequipmentandprocedures
Subtask
D10.02 Maintainshydraulicequipment.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes no yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
D10.02.01 selectandusetoolsandequipmentsuchasinfraredthermometer,pressure
gaugeandvibrationmeter
D10.02.02 inspectsystemaccordingtospecificationsandmaintenanceschedulefor
conditionssuchasleaks,fluidlevelsandvibrations
D10.02.03 verifysystemoperatingparameterssuchaspressureandtemperature
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D10.02.04 collecthydraulicfluidsforsamplingaccordingtomaintenanceschedule
D10.02.05 topupfluidlevelsandchangefiltersaccordingtomaintenanceschedule
Subtask
D10.03
Diagnoses
hydraulic
equipment.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
D10.03.01 selectandusediagnostictoolsandequipmentsuchastemperaturesensor,
pressuregaugeandvibrationmeter
D10.03.02 identifyprobablerootcauseandlocationoffaults
D10.03.03 determinestepsrequiredtorepairfaults
Subtask
D10.04 Repairshydraulicequipment.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes
yes
yes
yes
ND
yes
yes
yes
yes
yes
NV
NV
NV
KeyCompetencies
D10.04.01 selectandusetoolsandequipment
D10.04.02 selectreplacementcomponentsrequiredaccordingtosystemspecifications
andapplications
D10.04.03 repairfaultysystemcomponentsaccordingtojobprocedureand
manufacturersrecommendations
D10.04.04 installreplacementcomponentsaccordingtosystemspecificationsand
applications
D10.04.05 cleandirtycomponentssuchasservovalvesandreliefvalves
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Task11 Installsandservicespneumaticequipment.
Context Pneumaticequipmentisusedtosupplyenergyandtocontrol
equipmentandprocessesthroughtheuseofvariouscompressedgases.
Instrumentationandcontroltechniciansinstallandmaintainpneumatic
equipment.
RequiredKnowledge
K1 pneumatictheories,specificationsandhazards
K2 typesofpneumaticequipment,componentsanddevicessuchascompressors,
airdryers,safetyvalvesandregulators
K3 compressedgasqualitiessuchasdewpoint,presenceofparticulatesandoil
contamination
K4
pneumaticequipment
operation
K5 repair/replacementmethods
K6 combustiblegasesandventingpractices
Subtask
D11.01 Installspneumaticequipment.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes no yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
D11.01.01 determinesystemrequirementssuchaspressure,volumeandstorage
D11.01.02 selectcomponentsaccordingtosystemrequirements
D11.01.03 selectandusetoolsandequipment
D11.01.04 determinelocationofsystemequipmentaccordingtomanufacturers
recommendationsandcompanystandards
D11.01.05 connectsystemcomponentssuchasregulators,separatorsandtubing
D11.01.06 calibratepneumaticequipmentsuchaspressureswitches,regulatorsand
gauges
D11.01.07 verifyoperationofpneumaticequipmentwithinspecifiedparametersby
usingtestequipmentandprocedures
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Subtask
D11.02 Maintainspneumaticequipment.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes
yes
no
yes
ND
yes
yes
yes
yes
yes
NV
NV
NV
KeyCompetencies
D11.02.01 selectandusetoolsandequipmentsuchasinfraredthermometer,pressure
gauge,dewpointtesterandultrasonicleakdetector
D11.02.02 inspectandtestsystemaccordingtospecificationsandmaintenanceschedule
forconditionssuchasleaks,fluidlevelsanddewpoint
D11.02.03 verifysystemoperatingparameterssuchaspressureanddewpoint
D11.02.04 changesystemcomponentsandmaterialssuchasfiltersanddesiccant
Subtask
D11.03 Diagnosespneumaticequipment.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
D11.03.01 selectandusetoolsandequipmentsuchastemperaturesensor,pressure
gaugeandmultimeter
D11.03.02 identifyprobablerootcauseandlocationoffaults
D11.03.03 determinestepsrequiredtorepairfaults
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Subtask
D11.04 Repairspneumaticequipment.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes
yes
yes
yes
ND
yes
yes
yes
yes
yes
NV
NV
NV
KeyCompetencies
D11.04.01 selectandusetoolsandequipment
D11.04.02 selectreplacementcomponentsrequiredaccordingtosystemspecifications
andapplications
D11.04.03 removefaultysystemcomponentsaccordingtojobprocedureand
manufacturersrecommendations
D11.04.04 installreplacementcomponentsaccordingtosystemspecificationsand
applications
Task12 Installsandserviceselectricalequipment.
Context Electricalequipmentisusedtosupplyenergyandtocontrolequipment
andprocessesthroughtheuseofelectricity.Instrumentationand
controltechniciansinstallandmaintainelectricalequipment.Theywork
onelectricalequipmentdirectlyrelatedtoprocesscontrolandofteninconjunctionwithelectriciansonelectricalpowersupplyequipment.
Maintainsincludesroutinepreventativemaintenanceactivities.
RequiredKnowledge
K1 electricaltheories,powerquality,specificationsandhazards
K2 typesofelectricalequipmentsuchasAC/DCpowersuppliesandUPS
K3 electricalequipmentoperation
K
4
repair/replacement
methods
K5 hazardouslocations
K6 CECandjurisdictionalregulations
K7 typesofbatteriesandassociatedhazards
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Subtask
D12.01 Installselectricalequipment.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes
yes
no
yes
ND
yes
yes
yes
yes
yes
NV
NV
NV
KeyCompetencies
D12.01.01 determinesystemrequirementssuchasvoltage,currentandpower
D12.01.02 selectcomponentsaccordingtojurisdictionalregulations,system
requirementsandcompanystandards
D12.01.03 selecttoolsandequipment
D12.01.04 determinelocationofsystemequipmentaccordingtojurisdictional
regulations,systemrequirementsandcompanystandards
D12.01.05 connectsystemcomponentssuchaspowersupplies,batteriesandfuses
D12.01.06 verifyoperationofelectricalequipmentwithinspecifiedparametersbyusing
testequipmentandprocedures
Subtask
D12.02 Maintainselectricalequipment.
NL
NS
PE
NB
QC
ON
MB
SK
AB
BC
NT
YT
NU
yes yes no yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
D12.02.01 selectandusetoolsandequipmentsuchasmultimeter,oscilloscopeand
clamponammeter
D12.02.02 inspectsystemandcomponentsaccordingtospecificationsandmaintenance
scheduleforconditionssuchasundervoltageandovercurrent
D12.02.03 verifysystemoperatingparameterssuchasvoltageandcurrent
D12.02.04 performroutinebatterymaintenanceactivitiessuchascheckingvoltagelevel,
fluidlevelandterminalcorrosion
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Subtask
D12.03 Diagnoseselectricalequipment.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes
yes
yes
yes
ND
yes
yes
yes
yes
yes
NV
NV
NV
KeyCompetencies
D12.03.01 selectandusetoolsandequipmentsuchasmultimeter,hydrometer,
oscilloscopeandclamponammeter
D12.03.02 usediagnosticsoftware
D12.03.03 performbatteryloadtesttoindicateconditionsofthe
batteryperformance
D12.03.04 identifyprobablerootcauseandlocationoffaults
D12.03.05 determinestepsrequiredtorepairfault
Subtask
D12.04 Repairselectricalequipment.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
D12.04.01 selectandusetoolsandequipmentsuchasmultimeter,oscilloscopeand
clamponammeter
D12.04.02 selectreplacementcomponentssuchasfuses,batteries,relayscables,
accordingtosystemspecifications,manufacturersspecificationsand
applications
D12.04.03 removefaultysystemcomponentsaccordingtojobprocedureand
manufacturersrecommendations
D12.04.04 installreplacementcomponentsaccordingtosystemspecificationsand
applications
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BLOCK E FINAL CONTROL DEVICES
Trends Thereisanincreaseintheuseofvariablespeeddrivesformotor
control.Smartpositionersarereplacingpneumaticpositioners.Thereis
anincreaseduseofdiagnosticsoftwaretodetermineandfacilitate
maintenance.
Related
Components
(include,butnot
limitedto)
Valves:pinch,globe,plug,gateball,butterfly,vball.
Actuators(pneumatic,hydraulic,electric):cylinders,diaphragms,
springs,motors.
Positioners(pneumatic,electric/electronic):levers,nozzles,flappers,
diaphragms,feedbacklinkages,I/Ptransducers,bellows.
Variablespeeddrives(VSDs)
Othercomponents:tubing,fittings,wiring.
Toolsand
Equipment
SeeAppendixA.
Task13 Installsandservicesvalves.
Context
Valves,inconjunctionwithactuatorsandpositioners,manipulatetheprocessmedium.Valvesmustbecorrectlyinstalledandmaintainedto
ensuresystemefficiency,optimumproductionandsafetyofoperations
andequipment.Maintenanceofvalvesincludesroutineand
preventativemaintenance.Diagnosisincludestroubleshootingand
locatingdefectssuchasleaksandwear.
RequiredKnowledge
K1 typesofvalvessuchasglobe,pinch,plug,gateball,butterflyandvball
K2 processequipmentoperationandperformanceexpectations
K3 characteristicsandapplicationsofvalves
K4 typesandapplicationsofpackingsuchasTeflon,graphiteandrope
K5 possiblefaultsofvalvessuchasleakingpacking,valvepassinganddamaged
parts
K6 repairproceduressuchasdisassembly,assemblyandreplacementofparts
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K7 hazardousprocessapplications
K8 processrequirements
Subtask
E13.01
Installs
valves.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes no yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
E13.01.01 selectvalvetobeinstalledaccordingtoapplicationandmanufacturers
specifications
E13.01.02 selectanduseinstallationtoolsandequipmentaccordingtoapplicationrequirementsandsizeofvalve
E13.01.03 selectandinstallgasketmaterialandmountinghardwareaccordingto
application
E13.01.04 mountvalveusingmethodssuchasbolting,weldingflangingandthreading
E13.01.05 orientatevalveaccordingtomanufacturersspecificationsinordertoprevent
prematurevalvefailureandensureproperfunction
E13.01.06 commissionsystemtoverifyoperationwithinspecifiedparametersbyusing
testequipmentandprocedures
Subtask
E13.02 Maintainsvalves.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes no yes ND yes yes yes yes yes NV NV NV
Key
Competencies
E13.02.01 inspectvalvesaccordingtospecificationsandmaintenanceschedulefor
conditionssuchaspackingleaksanddryshafts
E13.02.02 lubricatevalvestems,bushingsandbearingsaccordingtomanufacturers
specifications
E13.02.03 verifyvalveassemblystrokessmoothlythroughouttravel
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E13.02.04 ensuretightshutoffifrequired
E13.02.05 recordinformationsuchasvalvestroke,wearandoverallcondition
Subtask
E13.03
Diagnoses
valves.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
E13.03.01 selectandusediagnostictoolsandequipmentsuchasvalvediagnostic
software,dialgaugeandpressuregauge
E13.03.02 interpretvalvesignaturefromdiagnosticsoftwaretoassessconditionssuchasseatloadandstickingvalves
E13.03.03 identifyprobablerootcauseandlocationoffaultinvalveassembly
E13.03.04 determinestepsrequiredtorepairfault
Subtask
E13.04 Repairsvalves.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
E13.04.01 selectandusetoolsandequipmentsuchaspackingpullersandseatpullers
E13.04.02 disassemblevalveaccordingtojobprocedureandmanufacturers
recommendations
E13.04.03 selectreplacementpartssuchascage,plugandseataccordingtovalve
specificationsandapplications
E13.04.04 reassemblethevalveaccordingtojobprocedureandmanufacturers
recommendations
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Task14 Installsandservicesactuators.
Context Actuatorsadjustthepositionofvalves.Instrumentationandcontrol
techniciansinstallandmaintaintheactuatorstoensureproper
operationofvalves.
RequiredKnowledge
K1 typesofactuatorssuchaspneumatic,hydraulicandelectric
K2 applicationsofactuatorssuchasfailopenandfailclose
K3 actuatoractionssuchasspringreturn,doubleactingandrotary
K4 manufacturers installationspecifications
K5 actuatorcomponentssuchasdiaphragms,plates,couplings,springs,bushings
andorings
K6 possiblefaultsofactuatorssuchasleakingdiaphragms,brokenspringsanddamagedorwornorings
K7 operatingenvironment
K8 processrequirements
K9 hazardousprocessapplications
Subtask
E14.01
Installs
actuators.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
E14.01.01 selectactuatortobeinstalledaccordingtoapplicationandmanufacturers
specifications
E14.01.02 selectanduseinstallationtoolsandequipmentaccordingtoapplication
requirementsandsizeofactuator
E14.01.03 selectmountinghardwareaccordingtoapplicationandmanufacturers
specifications
E14.01.04 orientateandmountactuatoraccordingtomanufacturersspecifications
E14.01.05 connectandterminateactuatorusingmethodssuchaswiring,tubingand
boltingaccordingtoapplicationrequirements
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E14.01.06 benchsetactuatortoovercomestaticprocesspressureandensureseatload
E14.01.07 checkactuatortoverifyoperationwithinspecifiedparametersbyusingtest
equipmentandprocedures
Subtask
E14.02 Maintainsactuators.
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes ND yes yes yes yes yes NV NV NV
KeyCompetencies
E14.02.01 inspectactuatoraccordingtospecificationsandmaintenanceschedulefo
Recommended