OPITO GLOBAL OCCUPATIONAL STANDARD
Title
Diagnose Maintenance Requirements of Mechanical Oil & Gas Plant &
Equipment (Prime Movers)
Summary
This Occupational Standard involves:
 reviewing maintenance history and relevant evidence information/data on the
performance and condition of plant/equipment
 implementing and interpreting relevant assessments to diagnose maintenance
requirements for prime movers
 determining feasibility of repair/action required to return plant/equipment to
specification
 making recommendations for maintenance requirements
 recording diagnostic activity
 handing over plant and equipment
 complying with safe systems of work
This Occupational Standard is at Oil and Gas Level 3.
This Occupational Standard must be assessed in the workplace in accordance with
worksite operational requirements, procedures and safe working practices.
OGOS/L3 – MM10 (H5EC 04)
Version 1 – December 2013
Performance Criteria
You must demonstrate and provide evidence that you can:
P1.1
obtain and confirm relevant handover and operational instructions
P1.2
comply with relevant risk assessments and ensure that risks and hazards are
as low as reasonably practicable
P1.3
participate in briefing sessions for relevant personnel
P1.4
ensure that the work area is suitable for diagnostic process and that all
necessary service supplies are connected and ready for use
P1.5
obtain and prepare relevant tools, materials and equipment
P1.6
compete relevant paperwork
P2.1
extract and use relevant information from technical guidelines
P2.2
review maintenance history and relevant evidence information/data on the
performance and condition of plant /equipment
P2.3
implement and interpret relevant assessments to diagnose maintenance
requirements
P2.4
determine feasibility of repair/action required to return plant/equipment to
specification
P2.5
record and report diagnosis and recommendations
P2.6
report instances where the diagnosis cannot be completed
P2.7
work in accordance with safe systems of work
P3.1
confirm that the maintenance activity is complete and handover
plant/equipment
P3.2
complete relevant paperwork
P3.3
restore the work area to a safe condition
P3.4
store tools, materials and equipment in appropriate locations
P3.5
segregate and dispose of waste material in accordance with procedures
Oil and Gas Level
Requirements
References
Outcome
O1 Prepare for
diagnostic
process
O2 Carry out the
diagnostic
process
O3 Complete the
diagnostic
process
OPITO Global Occupational Standard - Oil and Gas Engineering Maintenance - OGOS/L3 – MM10 - V1
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OPITO GLOBAL OCCUPATIONAL STANDARD
Knowledge
K1
Maintenance
- general
K2
Maintenance
- technical
K3
Plant/
equipment
K4
Diagnostic
processes
Knowledge Criteria
Candidate must provide evidence that they have working knowledge of:
K1.1
maintenance methods and procedures
K1.2
maintenance routines, schedules and timescales
K1.3
maintenance authorisation procedures and limits of responsibility in line with
company and manufacturers’ procedures
K1.4
reporting procedures, documentation, details required by different parties
K1.5
handover procedures for plant/equipment - when handover should occur,
why it is important to confirm the precise moment of transfer, how to confirm
the precise moment of transfer
K1.6
quality control procedures
K1.7
materials, tools, equipment and services required for maintenance activities
K1.8
responsibilities for the care and control of tools and equipment during
maintenance activity
K1.9
behavioural and communication expectations for working relationships –
colleagues, line managers and at handovers
K2.1
document systems that relate to the maintenance of plant and equipment
K2.2
role and implementation of operational instructions e.g. maintenance
schedules, maintenance checklists, work methods, product worksheets, test
checklists, safe working practices checklists
K2.3
content and use of technical guidelines e.g. engineering /technical drawings
(schematics/processing and instrumentation diagrams (P&IDs), isometrics),
plant layouts, general arrangements, technical specifications/manuals,
manufacturers’ specifications/manuals
K2.4
how to access operational instructions and technical guidelines
K2.5
document care and control procedures and responsibilities for ensuring data
is current and that any issues with documentation are reported
K2.6
standards and regulations that relate to the maintenance of oil and gas plant
and equipment, e.g. British Standards, Codes of Practice, International
Standards, company specific standards, manufacture specific standards
K2.7
conventions, symbols, legends and abbreviations used within the oil and gas
industry
K3.1
function and operation of plant/equipment listed in Scope 4 below
K3.2
normal operating parameters and tolerances of plant/equipment listed in
Scope 4 below
K3.3
factors impacting on performance of plant/equipment listed in Scope 4 below
and how to achieve optimum performance
K3.4
types and causes of deviations and faults for plant/equipment listed in Scope
4 below and the relevant actions to take when they occur
K3.5
typical maintenance required for equipment types listed in Scope 4 below
K4.1
evidence to be considered when carrying out diagnostics e.g. data, technical
specs, fault reports
K4.2
fault finding/diagnostic methods/techniques e.g. monitoring, testing,
inspection, failure mode analysis, fault finding, comparison diagnosis,
sectional isolation
K4.3
factors impacting on feasibility of maintenance recommendations e.g.
implications for work schedules, safety considerations, costs considerations,
time considerations, location considerations
K4.4
records to be maintained eg test results, data sheets, diagnostic processes
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OPITO GLOBAL OCCUPATIONAL STANDARD
K5
Safe systems
of work
Scope
S1 Diagnostic
process
S2
Operational
instructions/
technical
guidelines
S3
Handover
S4
Equipment
S5
Safe systems
of work
K5.1
responsibilities in respect of health, safety and environment – for own health
and safety and the health and safety of others
K5.2
relevant safe working practices, procedures and regulations required within
work area, including control of substances, manual handing, working at height
K5.3
methods, procedures, legislation and regulation for waste segregation and
disposal
K5.4
required PPE and how to wear and maintain it
K5.5
implementation of risk assessment systems
K5.6
work area hazards and how to ensure that risks and hazards are as low as
reasonably practicable
K5.7
responsibilities and procedure for raising safety issues and participating in
safety drills and briefings
K5.8
safe use of tools and equipment
K5.9
action to be taken in event of critical and emergency situations
Scope Criteria
Candidate evidence should demonstrate the implementation of diagnostic processes this will typically involve (but not limited to):
 evidence considered
 assessments carried out
 maintenance issues identified
 records completed
 feasibility factors considered
Candidate evidence should demonstrate the use of a range of instructions/guidelines –
this will typically include (but not limited to):
 engineering drawings/schematics/processing and instrumentation diagrams
(P&IDs); technical specifications/manuals; manufacturers’ specifications/manuals
 maintenance checklists, work methods
 maintenance programmes/schedules
Candidate evidence should demonstrate handover from and to line manager or
production/process personnel – it may also involve:
 handover at shift changes
 handover during operational conditions
 handover to other maintenance technicians/specialists
Plant/equipment to be maintained will typically include (but not limited to):
 diesel engines
 power generation gas turbines - heavy industrial; aero-derivative
 air compressors: reciprocating; rotary
Candidates must demonstrate safe working practices at all times – this will involve (but
not limited to):
 wearing correct PPE at all times
 complying with regulations including control of substances, manual handing,
working at height
 proactively raising safety issues and participating in a safety culture
 ensuring work area is kept clear
 disposing of waste in accordance with environmental requirements
 taking part in safety drills and briefings
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OPITO GLOBAL OCCUPATIONAL STANDARD
S6
Working
relationships
Assessment
Assessment
approaches
Evidence
requirements
Candidates must demonstrate effective working relationships at all times – this will
involve (but not limited to):
 making clear efforts to establish and maintain productive working relationships
 ensuring effective communication with colleagues on operational matters
 communicating all relevant information on activities, progress and results to
supervisors/managers
 providing support and advice for colleagues within limits of own responsibility and
expertise
Assessment Guidance
 This Occupational Standard must be assessed in the workplace in accordance with
worksite operational requirements and procedures.
 Product evidence (e.g. diagnostics assessments and records) should be used to
provide evidence of work carried out.
 Observations by competent Assessors while Candidates perform tasks in the
workplace should also be carried out and recorded on observation checklists.
 Safe working practices and effective working relationships should form part of
observation checklists when assessing Candidates’ performance.
 Product evidence and observation should be supported by questioning to ensure
that Candidates have the required knowledge and understanding.
 Additional supporting evidence could include witness testimony from individuals
who can provide informed feedback on the performance of Candidates.
 Assessments should reflect normal work activities, wherever possible.
 Assessments can be integrated across the Outcomes and Performance Criteria.
(Refer to OPITO Oil and Gas Competence Assessment and Verification Guidelines and
OPITO Assessment Guidelines for Oil and Gas Maintenance Global Vocational
Qualifications for more guidance.)
Assessment evidence should include (but not limited to):
 an observation for each of Outcomes 1, 2 and 3 - observation checklists should
include safe working systems and working relationships
 product evidence that diagnosis of maintenance requirements has been carried
out on examples of plant/equipment from 2 of the following plant/equipment
types:
 diesel engines - on at least 3 occasions
 power generation gas turbines - on at least 3 occasions
 air compressors - on at least 3 occasions
 evidence that diagnostic activities have been carried out in the workplace over a
time period of a minimum of 3 months
 record of questioning.
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