Table of Contents
Task F-29 Installs and maintains input/output (I/O) devices
Task Descriptor
I/O devices are used in control systems. There may be discrete or analog devices. Industrial electricians must be able to install, maintain and upgrade these devices.
For the purpose of this standard, “install” includes both new installations and upgrading of existing systems by removing and replacing components.
For the purpose of this standard, “maintain” includes inspection, preventative/predictive maintenance, troubleshooting, replacing and repairing activities.
F-29.01 - Installs discrete input/output (I/O) devices
F-29.01 - Installs discrete input/output (I/O) devices
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Performance Criteria |
Evidence of Attainment |
F-29.01.01P |
visually inspect equipment to be installed |
equipment to be installed is checked for damage and nameplate data matches drawings |
F-29.01.02P |
locate discrete I/O devices |
discrete I/O devices are located by reading and interpreting prints, manufacturers’ specifications, manuals and codes |
F-29.01.03P |
select tools and equipment |
tools and equipment are selected according to application, manufacturers’ specifications and compatible components |
F-29.01.04P |
mount discrete I/O devices |
discrete I/O devices are mounted using various methods and according to manufacturers’ specifications |
F-29.01.05P |
connect grounding, shielding and cabling |
grounding, shielding and cabling are connected according to drawings, manufacturers’ specifications, facility requirements and codes |
F-29.01.06P |
ensure polarity of conductors to field devices |
polarity of conductors to field devices is ensured using multimeter, plans and manufacturers’ specifications |
F-29.01.07P |
ensure calibration parameters match external devices |
calibration parameters match installation requirements of external devices |
F-29.01.08P |
commission discrete I/O devices |
discrete I/O devices are commissioned according to plans and manufacturers’ specifications |
F-29.01.09P |
produce as-built drawings |
as-built drawings are produced according to field installation and facility policy |
F-29.01.10P |
update documentation |
documentation is updated to reflect changes carried out |
Range of Variables
- input (I) devices include: pressure, proximity, level, motion, flow, temperature, vibration switches, stop/start stations
- output (O) devices include: solenoid valves, relays, indicator light
- methods include: bolting, welding, threading
Knowledge
Reference Code |
Learning Outcomes |
Learning Objectives |
F-29.01.01L |
demonstrate knowledge of discrete control devices, their characteristics, applications and operation |
identify hazards and describe safe work practices pertaining to installation of discrete control devices |
interpret information pertaining to discrete control devices found on drawings and specifications |
explain use of discrete versus analog devices |
identify types of discrete control devices and describe their characteristics, applications and operation |
identify discrete control device components and accessories, and describe their characteristics and applications |
identify types of voltage used with discrete devices, and describe its characteristics, applications and operation |
explain use of discrete control devices for measurement |
identify considerations and requirements for selecting discrete control devices, their components and accessories |
F-29.01.02L |
demonstrate knowledge of procedures to install, connect and calibrate discrete control devices, and their components and accessories |
identify tools and equipment used to install, connect and calibrate discrete control devices, and their components and accessories, and describe their applications and procedures for use |
describe procedures to install, connect and set discrete control devices, and their components and accessories |
describe procedures to calibrate discrete control devices |
Range of Variables
- discrete control devices include: on-off control, counters and totalizers, timers, relays, pressure, temperature, level, flow
- voltage used with discrete device includes: DC or AC voltage
- measurement includes: pressure, temperature, flow, level, mass, density
F-29.02 - Maintains discrete input/output (I/O) devices
F-29.02 - Maintains discrete input/output (I/O) devices
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Performance Criteria |
Evidence of Attainment |
F-29.02.01P |
select tools and equipment |
tools and equipment are selected according to task |
F-29.02.02P |
detect defects in discrete I/O device |
defects in I/O device are detected by monitoring controller |
F-29.02.03P |
perform sensory inspection of components |
components are inspected for damage, wear, misalignment and loose connection according to scheduled maintenance requirements |
F-29.02.04P |
review and analyze trends from discrete I/O device signal |
trends from discrete I/O device signal are reviewed and analyzed to verify integrity of signal |
F-29.02.05P |
check and set power supply voltages |
power supply voltages are checked and set according to plans and manufacturers’ specifications |
F-29.02.06P |
calibrate discrete I/O devices |
discrete I/O devices are calibrated according to drawings, manufacturers' specifications and facility requirements, and documented as found or as left |
F-29.02.07P |
perform I/O function test on discrete device |
I/O function test is performed on discrete device for verifying operation according to plans and manufacturers' specifications |
F-29.02.08P |
verify operation of discrete I/O devices |
operation of discrete I/O device is verified following maintenance according to process parameters |
F-29.02.09P |
update documentation |
documentation is updated to reflect changes carried out |
Range of Variables
- defects include: corrosion, loose connection, mechanical damage, wear
- input (I) devices include: pressure, proximity, level, motion, flow, temperature, vibration switches, stop/start stations
- output (O) devices include: solenoid valves, relays, indicator light
- components for inspection include: limit switches, photocells, transmitters
- discrete I/O devices include: pressure, proximity, level, motion, flow, temperature, vibration switches, stop/start station
Knowledge
Reference Code |
Learning Outcomes |
Learning Objectives |
F-29.02.01L |
demonstrate knowledge of discrete control devices, their characteristics, applications and operation |
identify hazards and describe safe work practices pertaining to discrete control devices |
interpret information pertaining to discrete control devices found on drawings and specifications |
explain use of discrete versus analog devices |
identify types of discrete control devices, and describe their characteristics, applications and operation |
identify discrete control device components and accessories, and describe their characteristics and applications |
identify type of voltage used with discrete devices, and describe its characteristics, applications and operation |
explain use of discrete control devices for measurement |
identify considerations and requirements for selecting discrete control devices, their components and accessories |
F-29.02.02L |
demonstrate knowledge of procedures to maintain and test discrete control devices, their components and accessories |
identify tools and equipment used to maintain and test discrete control devices, their components and accessories, and describe their applications and procedures for use |
describe procedures to maintain discrete control devices, their components and accessories |
describe procedures to repair and test discrete control devices, their components and accessories |
Range of Variables
- discrete control devices include: on-off control, counters and totalizers, timers, relays, pressure, temperature, level, flow
- voltage used with discrete device includes: DC or AC voltage
- measurement includes: pressure, temperature, flow, level, mass, density
F-29.03 - Installs analog input/output (I/O) devices
F-29.03 - Installs analog input/output (I/O) devices
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Performance Criteria |
Evidence of Attainment |
F-29.03.01P |
visually inspect equipment to be installed |
equipment to be installed is checked for damage and nameplate data matches drawings |
F-29.03.02P |
locate analog I/O devices |
analog I/O devices are located by reading and interpreting prints, manufacturers’ manuals and codes |
F-29.03.03P |
select tools and equipment |
tools and equipment are selected according to application, manufacturers’ specifications and compatible components |
F-29.03.04P |
mount I/O devices |
I/O devices are mounted using various methods and according to manufacturers’ specifications |
F-29.03.05P |
connect grounding, shielding and cabling |
grounding, shielding and cabling are connected according to manufacturers’ specifications, and facility and CEC requirements |
F-29.03.06P |
ensure polarity of conductors to field devices |
polarity of conductors to field devices is ensured using multimeter, plans and manufacturers’ specifications |
F-29.03.07P |
configure device |
device is configured by setting range according to plans and manufacturers’ specifications |
F-29.03.08P |
ensure calibration parameters for external devices |
calibration parameters are matched to installation requirements |
F-29.03.09P |
calibrate analog device |
analog device is calibrated according to plans and manufacturers’ specifications |
F-29.03.10P |
commission analog devices, and modify settings |
analog devices are commissioned and settings are modified according to plans and manufacturers’ specifications |
F-29.03.11P |
produce as-built drawings |
as-built drawings are produced according to field installation and facility policy |
F-29.03.12P |
update documentation |
documentation is updated to reflect changes carried out |
Range of Variables
- input (I) devices include: pressure, proximity, level, motion, flow, temperature and vibration transmitters, encoders, tachometers
- output (O) devices include: proportional valves, linear actuators, solenoid valves
- methods include: bolting, welding, threading
Knowledge
Reference Code |
Learning Outcomes |
Learning Objectives |
F-29.03.01L |
demonstrate knowledge of analog control devices, their characteristics, applications and operation |
identify hazards and describe safe work practices |
interpret information found on drawings and specifications |
differentiate between use of analog versus discrete devices |
identify types of analog control devices, and describe their characteristics, applications and operation |
identify analog control device components and accessories, and describe their characteristics and applications |
identify types of signals used with analog devices, and describe their characteristics, applications and operation |
explain use of analog control devices for measurement |
identify considerations and requirements for selecting analog control devices, their components and accessories |
F-29.03.02L |
demonstrate knowledge of procedures to install, connect and calibrate analog control devices |
identify tools and equipment used to install, connect and calibrate analog control devices, and describe their applications and procedures for use |
describe procedures to install and connect analog control devices, their components and accessories |
describe procedures to calibrate analog control devices |
Range of Variables
- analog control devices include: pressure, proximity, level, motion, flow, temperature and vibration transmitters, proportional valves, linear actuators, solenoid valves, transducers
- signals used with analog devices include: resistance, current, voltage (sinking or sourcing)
- measurement includes: pressure, temperature, flow, level, mass, density
F-29.04 - Maintains analog input/output (I/O) devices
F-29.04 - Maintains analog input/output (I/O) devices
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Reference Code |
Performance Criteria |
Evidence of Attainment |
F-29.04.01P |
perform sensory inspection of components |
components are inspected for damage, wear, misalignment and loose connection |
F-29.04.02P |
select tools and equipment |
tools and equipment are selected according to task |
F-29.04.03P |
detect defects in analog I/O device |
defects in I/O device are detected by monitoring controller according to repair request or scheduled maintenance |
F-29.04.04P |
review and analyze trends from input device signal |
trends from input device signal are reviewed and analyzed to verify integrity of signal |
F-29.04.05P |
calibrate analog I/O devices |
analog I/O devices are calibrated according to drawings, manufacturers' specifications and facility requirements, and document as found/as left |
F-29.04.06P |
verify operation of analog I/O devices |
operation of analog I/O devices is verified following service according to process parameters |
F-29.04.07P |
update maintenance log |
maintenance log is updated to reflect tasks performed |
Range of Variables
- components for inspection include: pressure, proximity, level, motion, flow, temperature and vibration transmitters, proportional valves, linear actuators, solenoid valves
- defects include: corrosion, loose connections, mechanical damage, wear
- input (I) devices include: pressure, proximity, level, motion, flow, temperature and vibration transmitters,
- encoders, tachometers
- output (O) devices include: proportional valves, linear actuators, solenoid valves
Knowledge
Reference Code |
Learning Outcomes |
Learning Objectives |
F-29.04.01L |
demonstrate knowledge of analog control devices, their characteristics, applications and operation |
identify hazards and describe safe work practices |
interpret information found on drawings and specifications |
differentiate between use of analog versus discrete devices |
identify types of analog control devices and describe their characteristics, applications and operation |
identify analog control device components and accessories, and describe their characteristics and applications |
identify types of signals used with analog devices, and describe their characteristics, applications and operation |
explain use of analog control devices for measurement |
identify considerations and requirements for selecting analog control devices, their components and accessories |
F-29.04.02L |
demonstrate knowledge of procedures to maintain and test analog control devices, their components and accessories |
identify tools and equipment used to maintain and test analog control devices, their components and accessories, and describe their applications and procedures for use |
describe procedures to maintain analog control devices, their components and accessories |
describe procedures to test analog control devices, their components and accessories |
Range of Variables
- analog control devices include: pressure, proximity, level, motion, flow, temperature and vibration transmitters, proportional valves, linear actuators, solenoid valves, transducers
- signals used with analog devices include: resistance, current, voltage (sinking or sourcing)
Task F-30 Installs, programs and maintains automated control systems
Task Descriptor
In industrial, manufacturing or utility environments, processes require control and the ability to interface with other systems. These controls can be complex automated systems. Automated control systems are often programmable systems such as PLC and DCS.
The operator interfaces for many of these systems have migrated from physical hardware to GUI such as HMIs. As a result, the electrical work pertaining to the I/O devices has become software based.
Automated control systems may also be integrated with Building Automation Systems.
For the purpose of this standard, “install” includes both new installations and upgrading of existing systems by removing and replacing components.
For the purpose of this standard, “maintain” includes inspection, preventative/predictive maintenance, troubleshooting, replacing and repairing activities.
F-30.01 - Installs automated control systems
F-30.01 - Installs automated control systems
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Reference Code |
Performance Criteria |
Evidence of Attainment |
F-30.01.01P |
determine type and function of automated control system |
automated control system is selected according to application |
F-30.01.02P |
calculate conductor and cabling requirements |
conductor and cable type and size are calculated according to application, codes and manufacturers’ specifications |
F-30.01.03P |
select tools and equipment |
tools and equipment are selected according to task |
F-30.01.04P |
position, mount and assemble automated control system |
automated control system is positioned, mounted and assembled in locations according to drawings, and job and facility requirements; islevel, square, and secure, and follows building lines |
F-30.01.05P |
configure automated control systems hardware |
automated control system hardware is configured by ensuring dip switches, keying and jumpers are in required position according to drawings and manufacturers’ specifications |
F-30.01.06P |
bond automated control systems |
automated control systems are bonded according to codes and manufacturers’ specifications |
F-30.01.07P |
terminate conductors and cables |
conductors and cables are terminated according to drawings, manufacturers specifications, and AHJ, CSA and CEC requirements |
F-30.01.08P |
set up and adjust automated control systems |
automated control systems are set up and adjusted according to CEC requirements, application and intended function |
F-30.01.09P |
interconnect and configure automated control systems with peripheral devices |
automated control systems are interconnected with peripheral devices and equipment functions as intended |
F-30.01.10P |
test automated control systems after installation |
automated control systems are connected and function according to manufacturers’ specifications and facility requirements, and results are documented |
F-30.01.11P |
update documentation |
operational changes are reflected in drawings following removal or replacement of equipment which is performed with minimal impact to environment |
Range of Variables
- automated control systems include: PLC, SCADA system, DCS, DNP
- peripheral devices of automated control systems include: HMI (touchscreen and discrete buttons), displays, keyboard, mouse, printers
Knowledge
Reference Code |
Learning Outcomes |
Learning Objectives |
F-30.01.01L |
demonstrate knowledge of automated control systems and automated control system components, their characteristics, applications, operation and interconnections |
identify types of automated control systems, and describe their characteristics, applications, operation and interconnections |
identify automated control system components, and describe their purpose and operation |
interpret information found on drawings and specifications |
interpret codes and regulations pertaining to automated control systems |
identify sources of information pertaining to automated control system installation, configuration and programming |
identify number systems and code systems, and describe their applications |
perform conversions between number systems |
explain and interpret control circuit logic |
F-30.01.02L |
demonstrate knowledge of automated control system data communication systems and automated control system components |
identify types of automated control system data communication systems, and describe their characteristics, applications and operation |
identify automated control system data communication system components, and describe their characteristics, applications and operation |
identify devices used to communicate with interconnected automated control systems |
F-30.01.03L |
demonstrate knowledge of procedures to install and connect automated control systems and automated control system components |
identify tools and equipment used to install and connect automated control systems and automated control system components, and describe their applications and procedures for use |
describe procedures to install automated control systems and automated control system components |
describe procedures to connect automated control systems and automated control system components |
Range of Variables
- automated control systems include: PLC, SCADA system, DCS, DNP
- automated control system components include: hardware (power supply, central processing unit [CPU], I/O system, programming terminals), software
- number systems include: binary, decimal, hexadecimal, octal
- code systems include: binary coded decimal (BCD), American Standard Code for Information Interchange (ASCII)
- control circuit logic includes: relay logic, ladder logic, function block, text based
- automated control system data communication systems include: Ethernet, Modbus, Profibus, BACnet, Fieldbus, DeviceNet,ControlNet, IEC
- devices include: handheld mobile (tablet), computer, HMI
F-30.02 - Maintains automated control systems
F-30.02 - Maintains automated control systems
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Reference Code |
Performance Criteria |
Evidence of Attainment |
F-30.02.01P |
obtain detailed description of operation and malfunction or scheduled maintenance requirements |
operation, malfunction issues and information are obtained from facility sources and documented |
F-30.02.02P |
select tools and equipment |
tools and equipment are selected according to task |
F-30.02.03P |
determine source of malfunction |
source of malfunction is determined according to field assessments and diagnostic and test equipment results |
F-30.02.04P |
identify and remove defective components |
defective components are removed without damage to system or other components |
F-30.02.05P |
repair and test malfunctioning components |
components are repaired and tested according to manufacturers’ specifications |
F-30.02.06P |
select replacement components |
OEM or equivalent replacement components are selected |
F-30.02.07P |
install replacement components |
OEM or equivalent replacement components are installed with minimal disruptions and interruptions, and according to manufacturers’ specifications and facility policy |
F-30.02.08P |
conduct tests of automated control systems |
automated control systems are tested after repair, connected and function according to manufacturers’ specifications and facility requirements |
F-30.02.09P |
inspect, clean and adjust components |
automated control systems are inspected, cleaned and adjusted to restore to optimal conditions and according to manufacturers’ specifications |
F-30.02.10P |
complete backups and document tests in maintenance log |
operational problems and test results are identified in maintenance log |
F-30.02.11P |
archive and update firmware |
firmware is archived and updated according to manufacturers’ specifications and facility requirements |
F-30.02.12P |
compare and analyze maintenance test results |
maintenance is performed according to analysis of test results and specifications |
Range of Variables
- information includes: where and when problem occurred, has problem happened before, is it intermittent or consistent in nature, have any changes recently been made to the system, associated systems or building (painting or removing partitions), latest inspection report, log books, manufacturers’ manuals, standard operating procedures
- facility sources (for information) include: operators, maintenance personnel, supervisors, work order, other trades
- field assessments include: sensory inspections, technical inspections
- diagnostic and test equipment includes: multimeters, thermographic imaging devices, ammeters, handheld programmers, computer, network analyzer
- automated control systems include: PLC, SCADA system, DCS, DNP
- inspect, clean and adjust includes: inspecting terminations, cleaning fans and filters, adjusting access openings and sealing, cleaning sensors
Knowledge
Reference Code |
Learning Outcomes |
Learning Objectives |
F-30.02.01L |
demonstrate knowledge of automated control systems and automated control system components, their characteristics, applications, operation and interconnections |
identify types of automated control systems, and describe their characteristics, applications, operation and interconnections |
identify automated control system components, and describe their purpose and operation |
interpret information found on drawings and specifications |
interpret codes and regulations pertaining to automated control systems |
identify sources of information pertaining to automated control system service, maintenance, troubleshooting and configuration |
identify number and code systems, and describe their applications |
perform conversions between number systems |
explain and interpret control circuit logic |
describe basic Proportional-Integral-Derivative (PID) control theory |
describe basic process control theory |
identify basic instruction sets for ladder logic and basic function block, and describe their applications |
F-30.02.02L |
demonstrate knowledge of automated control system data communication systems and their components |
identify types of automated control system data communication systems, and describe their characteristics, applications and operation |
identify automated control system data communication system components, and describe their characteristics, applications and operation |
identify devices used to communicate with interconnected automated control systems |
F-30.02.03L |
demonstrate knowledge of procedures for maintenance of automated control systems and automated control system components |
identify tools and equipment used to maintain automated control systems and automated control system components, and describe their applications and procedures for use |
describe procedures to maintain automated control systems and automated control system components |
Range of Variables
- automated control systems include: PLC, SCADA system, DCS, DNP
- automated control system components include: hardware (power supply, CPU, I/O system, programming terminals), software
- number systems include: binary, decimal, hexadecimal, octal
- code systems include: BCD, ASCII, gray code
- control circuit logic includes: relay logic, ladder logic, function block
- automated control system data communication systems include: Ethernet, Modbus, Profibus, BACnet, Fieldbus, DeviceNet, IEC
- devices include: handheld mobile (tablet), computer, HMI
- basic instruction sets for ladder logic include: examine-on (normally open contact) and examine-off (normally closed contact), output, timers, counters, sequencers, shift registers, block transfers, data registers
- basic function block includes: input block, control block and output block
- basic process control theory includes: control loops, control modes, loop tuning
F-30.03 - Programs automated control systems
F-30.03 - Programs automated control systems
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Reference Code |
Performance Criteria |
Evidence of Attainment |
F-30.03.01P |
map inputs and outputs |
inputs and outputs are mapped using manufacturers’ software to meet process requirements |
F-30.03.02P |
set address variables |
address variables are set for internal instructions according to application |
F-30.03.03P |
write or edit and verify automated control program |
automated control program is written, edited and verified to operate according to specified logic |
F-30.03.04P |
back-up and document program changes |
program changes are backed-up and documented according to facility policy |
F-30.03.05P |
set parameters for automated control program |
technical and operating parameters are set according to installation and operation requirements |
F-30.03.06P |
test and adjust automated control program |
operation of system is tested and adjusted according to design and facility requirements |
Range of Variables
- inputs and outputs include: direct address, tag-based address
- variables include: timers, counters, blocks, registers, tables
Knowledge
Reference Code |
Learning Outcomes |
Learning Objectives |
F-30.03.01L |
demonstrate knowledge of automated control systems, their characteristics, applications, operation and interconnection |
identify types of automated control systems, and describe their characteristics, applications, operation and interconnections |
explain differences between PLC and DCS systems |
interpret codes and regulations pertaining to automated control systems |
identify basic instruction sets for ladder logic and basic function block,and describe their applications |
identify number systems and code systems, and describe their applications |
perform conversions between number systems |
explain and interpret control circuit logic |
describe basic PID control theory |
F-30.03.02L |
demonstrate knowledge of automated control system data communication systems and their components |
identify types of automated control system data communication systems, and describe their characteristics, applications and operation |
compare and contrast types of data communication systems |
F-30.03.03L |
demonstrate knowledge of procedures for programming and configuring automated control systems |
identify devices used to communicate with interconnected automated control systems, and describe procedures to perform programming, editing and configuration of automated control systems online and offline |
identify automated control system programming languages and describe their applications |
Range of Variables
- automated control systems include: PLC, SCADA system, DCS, DNP
- automated control system data communication systems include: Ethernet, Modbus, Profibus, BACnet, Fieldbus, DeviceNet,IEC
- basic instruction sets for ladder logic include: examine-on (normally open contact) and examine-off (normally closed contact), output, timers, counters, sequencers, shift registers, block transfers, data registers
- basic function block includes: input block, control block and output block
- number systems include: binary, decimal, hexadecimal, octal
- code systems include: BCD, ASCII, gray code
- control circuit logic includes: relay logic, ladder logic, function block, text based
- devices include: handheld mobile (tablet), computer, HMI
F-30.04 - Optimizes system performance
F-30.04 - Optimizes system performance
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Reference Code |
Performance Criteria |
Evidence of Attainment |
F-30.04.01P |
ensure version of manufacturers’ manual matches version of manufacturers’ software |
version of manufacturers’ software is matched to manufacturers’ manual |
F-30.04.02P |
archive and update firmware |
firmware is archived and updated to facilitate system operation according to manufacturers’ specifications and facility requirements |
F-30.04.03P |
review and modify existing program and system parameters |
program (machine cycle time and scan time) and system parameters are reviewed and modified to match changes of process, and to ensure efficiency of program |
F-30.04.04P |
ensure sequential programming logic |
sequential programming logic is ensured to optimize scan time |
F-30.04.05P |
test run program |
program is executed in test mode to verify intended operation and optimization |
F-30.04.06P |
tune control loops |
control loops are tuned to optimize process |
F-30.04.07P |
back-up and document program changes |
program changes are backed-up and documented according to facility policy |
Knowledge
Reference Code |
Learning Outcomes |
Learning Objectives |
F-30.04.01L |
demonstrate knowledge of automated control systems, their characteristics, applications and operation |
identify types of automated control systems, and describe their characteristics, applications and operation |
interpret codes and regulations pertaining to automated control systems |
identify number systems and code systems, and describe their applications |
perform conversions between number systems |
explain and interpret control circuit logic |
describe basic PID control theory |
describe basic process control theory |
identify basic instruction sets for ladder logic and basic function block,and describe their applications |
F-30.04.02L |
demonstrate knowledge of automated control system data communication systems and their components |
identify types of automated control system data communication systems, and describe their characteristics, applications and operation |
identify automated control system data communication system components, and describe their characteristics, applications and operation |
F-30.04.03L |
demonstrate knowledge of procedures for programming, configuring and optimizing automated control systems |
identify devices used to communicate with interconnected automated control systems, and describe procedures to perform programming, editing, configuration, optimization and firmware updates of automated control systems online and offline |
identify automated control system programming languages and describe their applications |
Range of Variables
- automated control systems include: PLC, SCADA system, DCS, DNP
- automated control system components include: hardware (power supply, CPU, I/O system, programming terminals), software
- number systems include: binary, decimal, hexadecimal, octal
- code systems include: BCD, ASCII, gray
- control circuit logic includes: relay logic, ladder logic, function block, text based
- automated control system data communication systems include: Ethernet, Modbus, Profibus, BACnet, Fieldbus, DeviceNet,IEC
- devices include: handheld mobile (tablet), computer, HMI
- basic instruction sets for ladder logic include: examine-on (normally open contact) and examine-off (normally closed contact), output, timers, counters, sequencers, shift registers, block transfers, data registers
- basic function block includes: input block, control block and output block
- basic process control theory includes: control loops, control modes, loop tuning
Task F-31 Installs and maintains pneumatic and hydraulic control systems
Task Descriptor
Pneumatic and hydraulic equipment is used to supply energy and to control equipment and processes through the use of air, nitrogen, process gases and fluids. Industrial electricians install and maintain pneumatic and hydraulic control systems.
For the purpose of this standard, “install” includes both new installations and upgrading of existing systems by removing and replacing components.
For the purpose of this standard, “maintain” includes inspection, preventative/predictive maintenance, troubleshooting, replacing and repairing activities.
F-31.01 - Installs pneumatic control systems
F-31.01 - Installs pneumatic control systems
NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
yes |
yes |
NV |
yes |
NV |
yes |
yes |
ND |
yes |
yes |
NV |
NV |
ND |
Skills
Reference Code |
Performance Criteria |
Evidence of Attainment |
F-31.01.01P |
determine location of pneumatic equipment |
location of pneumatic equipment is determined according to plans, codes, facility policy and manufacturers’ recommendations |
F-31.01.02P |
select tools and equipment |
tools and equipment are selected according to task |
F-31.01.03P |
connect pneumatic control system components |
pneumatic control system components are connected according to plans, codes and process requirements |
F-31.01.04P |
calibrate pneumatic control devices |
pneumatic control devices are calibrated to process requirements |
F-31.01.05P |
verify operation of pneumatic control system |
operation of pneumatic control system is verified by using test equipment and procedures to ensure it is within specified parameters |
F-31.01.06P |
update documentation |
documentation is updated to reflect changes carried out |
Range of Variables
- pneumatic control system components include: regulators, separators, tubing, actuators, solenoids, pumps, positioners, accumulators, compressors, tanks, coolers, filters, dryers, automated oilers
- devices include: pressure switches, regulators, gauges
Knowledge
Reference Code |
Learning Outcomes |
Learning Objectives |
F-31.01.01L |
demonstrate knowledge of pneumatic control systems and pneumatic control system components, their characteristics, applications and operation |
identify types of pneumatic control systems and pneumatic control system components,and describe their characteristics, applications and operation |
interpret information pertaining to pneumatic control system devices found on drawings and specifications |
interpret documentation to determine operation of pneumatic control systems |
F-31.01.02L |
demonstrate knowledge of pneumatic related calculations |
describe effects of and impacts of installation on pneumatic related calculations |
F-31.01.03L |
demonstrate knowledge of procedures to install pneumatic control system equipment and pneumatic control system components |
identify tools and equipment used to install pneumatic control system equipment and pneumatic control system components, and describe their applications and procedures for use |
describe procedures to install pneumatic control systems and pneumatic control system components |
Range of Variables
- pneumatic control systems include: instrument air, instrument gas
- pneumatic control system components include: regulators, separators, tubing, actuators, solenoids, pumps, positioners, accumulators, compressors, tanks, coolers, filters, dryers, automated oilers
- documentation includes: schematics, manufacturers’ manuals
- calculations include: signal conversion, unit conversion
F-31.02 - Maintains pneumatic control systems
F-31.02 - Maintains pneumatic control systems
NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
yes |
yes |
NV |
yes |
NV |
yes |
yes |
ND |
yes |
yes |
NV |
NV |
ND |
Skills
Reference Code |
Performance Criteria |
Evidence of Attainment |
F-31.02.01P |
select tools and equipment |
tools and equipment are selected according to task |
F-31.02.02P |
test and verify control devices |
control devices are tested and verified according to system specifications |
F-31.02.03P |
calibrate and adjust control devices |
control devices are calibrated and adjusted according to system specifications and maintenance schedules |
F-31.02.04P |
change system components and materials |
system components and materials are changed according to manufacturers’ specifications and facility policy |
F-31.02.05P |
identify probable root cause and location of faults |
probable root cause and location of faults are identified using diagnostic tools and testing procedures, speaking with facility sources and using maintenance documentation and historical data |
F-31.02.06P |
determine steps required to repair faults and address deficiencies |
steps required to repair faults and address deficiencies are determined based on results of root cause analysis |
F-31.02.07P |
lock out and de-energize energy potential |
lockout and de-energization are verified by performing a post-operational test to verify zero energy state and gravity (kinetic) |
F-31.02.08P |
remove, repair or replace faulty components |
faulty components are removed, repaired or replaced by using prescribed methods and procedures |
F-31.02.09P |
verify operation |
operation is verified before returning to service |
F-31.02.10P |
document changes |
changes are documented according to facility policy |
Range of Variables
- system specifications include: pressure, flow
- components and materials include: filters, drying systems, reservoirs, compressors
- facility sources (for information) include: operators, maintenance personnel, supervisors, work order, other trades
Knowledge
Reference Code |
Learning Outcomes |
Learning Objectives |
F-31.02.01L |
demonstrate knowledge of pneumatic control systems and their components, applications and operation |
interpret information found on drawings and specifications |
identify types of pneumatic control systems and their components, and describe their applications and operation |
interpret documentation to determine operation of pneumatic control systems |
F-31.02.02L |
demonstrate knowledge of pneumatic related calculations |
describe effects of and impacts of maintenance on pneumatic related calculations |
F-31.02.03L |
demonstrate knowledge of procedures to maintain pneumatic control systems and their components |
identify tools and equipment used to maintain pneumatic control systems and their components, and describe their applications and procedures for use |
describe procedures to maintain pneumatic control systems and their components |
Range of Variables
- pneumatic control systems include: instrument air, instrument gas
- documentation includes: schematics, manufacturers’ manuals
- calculations include: signal conversion, unit conversion
F-31.03 - Installs hydraulic control systems
F-31.03 - Installs hydraulic control systems
NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
yes |
yes |
NV |
yes |
NV |
yes |
yes |
ND |
yes |
yes |
NV |
NV |
ND |
Skills
Reference Code |
Performance Criteria |
Evidence of Attainment |
F-31.03.01P |
select hydraulic system control devices and hydraulic control system components |
hydraulic system control devices and hydraulic control system components are selected according to manufacturers’ specifications, process requirements and codes |
F-31.03.02P |
select tools and equipment |
tools and equipment are selected according to task |
F-31.03.03P |
determine location of hydraulic system control devices |
location of hydraulic system control devices is determined according to codes, practices and manufacturers’ recommendations |
F-31.03.04P |
connect hydraulic system control devices and hydraulic control system components |
hydraulic system control devices and hydraulic control system components are connected using materials |
F-31.03.05P |
verify operation of hydraulic equipment and hydraulic system control devices |
operation of hydraulic equipment and hydraulic system control devices are verified using test equipment and procedures to ensure they are within specified parameters |
F-31.03.06P |
update documentation |
documentation is updated to reflect changes carried out |
Range of Variables
- hydraulic system control devices include: solenoids, switches, actuators
- hydraulic control system components include: accumulators, pumps, tanks, coolers, filters, reservoirs, tubing, hoses, fittings, snubbers, pressure gauges, thermometers, fluids
Knowledge
Reference Code |
Learning Outcomes |
Learning Objectives |
F-31.03.01L |
demonstrate knowledge of hydraulic control systems and hydraulic control system components, their applications and operation |
identify types of hydraulic control systems and hydraulic control system components, and describe their applications and operation |
interpret information pertaining to hydraulic system control devices found on drawings and specifications |
interpret documentation to determine operation of hydraulic control systems |
demonstrate knowledge of procedures to install hydraulic control systems and hydraulic control system components |
identify tools and equipment used to install hydraulic control systems and hydraulic control system components, and describe their applications and procedures for use |
describe procedures to install hydraulic control systems and hydraulic control system components |
Range of Variables
- documentation includes: schematics, manufacturers’ manuals
- hydraulic control system components include: accumulators, pumps, tanks, coolers, filters, reservoirs, tubing, hoses, fittings, snubbers, pressure gauges, thermometers, fluids
F-31.04 - Maintains hydraulic control systems
F-31.04 - Maintains hydraulic control systems
NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
yes |
yes |
NV |
yes |
NV |
yes |
yes |
ND |
yes |
yes |
NV |
NV |
ND |
Skills
Reference Code |
Performance Criteria |
Evidence of Attainment |
F-31.04.01P |
select tools and equipment |
tools and equipment are selected according to task |
F-31.04.02P |
test and verify hydraulic system control devices and hydraulic control system components |
hydraulic system control devices and hydraulic control system components are tested and verified according to system specifications |
F-31.04.03P |
calibrate and adjust hydraulic system control devices and hydraulic control system components |
hydraulic system control devices and hydraulic control system components are calibrated and adjusted according to system specifications and maintenance schedules |
F-31.04.04P |
check fluid and filters |
fluids and filters are checked according to manufacturers’ specifications |
F-31.04.05P |
change hydraulic control system components |
hydraulic control system components are changed according to manufacturers’ specifications and facility policy |
F-31.04.06P |
identify probable root cause and location of faults |
probable root cause and location of faults are identified using diagnostic tools and testing procedures, and referring to maintenance documentation and historical data |
F-31.04.07P |
determine steps required to repair faults and address deficiencies |
steps required to repair faults and address deficiencies are determined according to results of root cause analysis |
F-31.04.08P |
lock out and de-energize energy potential |
lockout and de-energization are verified by performing a post-operational test to verify zero energy state and gravity (kinetic) |
F-31.04.09P |
remove, repair or replace faulty components |
faulty components are removed, repaired or replaced by using prescribed methods and procedures |
F-31.04.10P |
verify operation |
operation is verified before returning to service |
F-31.04.11P |
update maintenance log |
maintenance log is updated to reflect tasks performed |
Range of Variables
- hydraulic system control devices include: solenoids, switches, actuators
- system specifications include: pressure, flow, temperature, level
- hydraulic control system components include: accumulators, pumps, tanks, coolers, filters, reservoirs, tubing, hoses, fittings, snubbers, pressure gauges, thermometers, fluids
Knowledge
Reference Code |
Learning Outcomes |
Learning Objectives |
F-31.04.01L |
demonstrate knowledge of hydraulic control systems and hydraulic control system components, their applications and operation |
identify types of hydraulic control systems and hydraulic control system components, and describe their applications and operation |
interpret information pertaining to hydraulic system control devices found on drawings and specifications |
interpret documentation to determine operation of hydraulic control systems |
F-31.04.02L |
demonstrate knowledge of procedures to maintain hydraulic control system equipment and hydraulic control system components |
identify tools and equipment used to maintain hydraulic control system equipment and hydraulic control system components, and describe their applications and procedures for use |
describe procedures to maintain hydraulic control systems and hydraulic control system components |
Range of Variables
- hydraulic control system components include: accumulators, pumps, tanks, coolers, filters, reservoirs, tubing, hoses, fittings, snubbers, pressure gauges, thermometers, fluids
- hydraulic system control devices include: solenoids, switches, actuators
- documentation includes: schematics, manufacturers’ manuals