Major Work Activity G - Installs and services control systems and process control

Table of contents

Task G-24 Establishes and optimizes process control strategies

Task descriptor

Instrumentation and control technicians determine and optimize process control strategies. Process control strategies are employed and selected to maintain and control the performance of the process.

G-24.01 - Determines process control strategy

G-24.01 - Determines process control strategy
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-24.01.01P determine control, process parameters and manipulated variables control, process parameters and manipulated variables are determined according to process requirements
G-24.01.02P determine applicable control strategy applicable control strategy is determined according to process requirements and engineered designs
G-24.01.03P develop loop diagram as basis for implementation loop diagram is developed as basis for implementation according to engineering practices
G-24.01.04P determine controller action controller action is determined according to process requirements
G-24.01.05P determine controller functions controller functions are determined according to process requirements

Range of variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
G-24.01.01L demonstrate knowledge of process control and its limitations, purpose and applications define terminology associated with process control
identify hazards and describe safe work practices pertaining to process control
interpret information pertaining to basic process control
explain process control and its limitations, purpose and applications
identify methods of basic process control and describe their applications
identify methods of advanced process control and describe their applications
identify controller functions and describe their applications and operation
explain process dynamics and their impact on process control
explain process loop interactions and their impact on process control
explain control theory, actions and operational modes
G-24.01.02L demonstrate knowledge of regulatory requirements pertaining to process control interpret codes and regulations pertaining to process control
G-24.01.03L demonstrate knowledge of procedures used to determine process control strategies identify types of control strategies and describe their purpose and applications
explain control strategies, controller action and controller functions
describe methods of tuning using proportional-integral-derivative (PID) equations

Range of variables

G-24.02 - Optimizes process control

G-24.02 - Optimizes process control
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-24.02.01P identify process loop for optimization process loop for optimization is identified
G-24.02.02P evaluate strategy’s ability to control process strategy’s ability to control process is evaluated
G-24.02.03P initiate a change in process a change in process is initiated to observe how process control reacts to change
G-24.02.04P gather process data process data is gathered to evaluate process stability and reactions
G-24.02.05P analyze data and observations data and observations are analyzed to determine effectiveness of strategy
G-24.02.06P recognize control and process limitations control and process limitations are recognized
G-24.02.07P tune process control loop process control loop is tuned according to analysis of data and observations
G-24.02.08P use software to optimize tuning parameters software is used to optimize tuning parameters
G-24.02.09P identify and set alarming requirements alarming requirements are identified and set

Range of variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
G-24.02.01L demonstrate knowledge of process control and its limitations, purpose and applications define terminology associated with process control
identify hazards and describe safe work practices pertaining to process control
interpret information pertaining to basic process control
explain process control and its limitations, purpose and applications
identify methods of basic process control and describe their applications
identify methods of advanced process control and describe their applications
identify controller functions and describe their applications and operation
explain process dynamics and their impact on process control
explain process loop interactions and their impact on process control
explain control theory, actions and operational modes
G-24.02.02L demonstrate knowledge of regulatory requirements pertaining to process control interpret codes and regulations pertaining to process control
G-24.02.03L demonstrate knowledge of procedures used to optimize process control systems identify tools, equipment and software used to optimize process control systems, and describe their applications and procedures for use
describe procedures used to optimize process control systems
describe procedures used to tune control loops
describe procedures used to identify and set alarming requirements

Range of variables

Task G-25 Installs and services stand-alone controllers (SAC)

Task descriptor

Instrumentation and control technicians install and service SAC. SAC such as electronic and pneumatic controllers employ control strategies. They control a specific process variable typically for single loop applications rather than multiple processes or large control schemes. They may be configured to receive remote set points. They are not required to be connected to other plant networks.

G-25.01 - Installs SAC

G-25.01 - Installs SAC
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-25.01.01P select controller controller is selected according to application, process requirements, control strategy and signal requirements
G-25.01.02P determine mounting requirements and locations mounting requirements and locations are determined according to codes, environmental conditions and area classifications
G-25.01.03P select and use tools and equipment tools and equipment are selected and used according to installation requirements and manufacturers’ specifications
G-25.01.04P connect wiring and tubing to controller wiring and tubing are connected to controller according to industry practices, engineered designs, manufacturers’ specification and codes
Knowledge
Reference Code Learning Outcomes Learning Objectives
G-25.01.01L demonstrate knowledge of SAC, their limitations, purpose and applications define terminology associated with SAC
identify types of SAC, and describe their limitations, purpose and applications
describe SAC functions and modes
identify hazards and describe safe work practices pertaining to SAC
interpret information pertaining to SAC found on drawings and specifications
describe operating theory and parameters of SAC
G-25.01.02L demonstrate knowledge of procedures used to install SAC identify tools and equipment used to install SAC, and describe their applications and procedures for use
describe procedures used to install SAC
explain SAC installation requirements
describe methods used to connect SAC

Range of variables

G-25.02 - Configures SAC

G-25.02 - Configures SAC
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-25.02.01P select and use tools, equipment and software for configuration and adjustments tools, equipment and software for configuration and adjustments are selected and used according to manufacturers’ specifications
G-25.02.02P develop controller configuration controller configuration is developed according to process control strategy
G-25.02.03P implement configuration configuration is implemented
G-25.02.04P calibrate inputs/outputs (electronic or pneumatic) inputs/outputs (electronic or pneumatic) are calibrated according to manufacturers’ specifications and process requirements
G-25.02.05P tune and verify controller controller is tuned and verified to determine if controller configuration controls process according to operational requirements
G-25.02.06P back up and document configurations, adjustments, settings, diagrams and tuning parameters for future data recovery configurations, adjustments, settings, diagrams and tuning parameters are backed up and documented for future data recovery

Range of variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
G-25.02.01L demonstrate knowledge of SAC, their limitations, purpose and applications define terminology associated with SAC
identify types of SAC, and describe their limitations, purpose and applications
describe SAC functions and modes
identify hazards and describe safe work practices pertaining to SAC
interpret information pertaining to SAC
G-25.02.02L demonstrate knowledge of procedures used to configure SAC identify tools, equipment and software used to configure SAC, and describe their applications and procedures for use
describe procedures and techniques used to configure and tune SAC
describe importance of backing up and documenting program and configuration before and after service
G-25.02.03L demonstrate knowledge of procedures used to calibrate SAC identify tools, equipment and software used to calibrate SAC, and describe their applications and procedures for use
describe procedures and techniques used to calibrate SAC

Range of variables

G-25.03 - Performs maintenance, diagnostics and repairs on SAC

G-25.03 - Performs maintenance, diagnostics and repairs on SAC
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-25.03.01P select and use tools and equipment tools and equipment are selected and used according to manufacturers’ specifications
G-25.03.02P perform routine maintenance routine maintenance is performed according to schedule
G-25.03.03P diagnose error codes and status lights error codes and status lights are diagnosed to identify problems
G-25.03.04P identify probable root cause of faults probable root cause is identified by investigating symptoms and conditions to determine location of faults
G-25.03.05P determine steps required to address faults steps required to address faults are determined based on probable root cause
G-25.03.06P repair and replace electronic components electronic components are repaired and replaced according to job procedures and manufacturers’ recommendations
G-25.03.07P repair and replace pneumatic components pneumatic components are repaired and replaced according to job procedures and manufacturers’ recommendations
G-25.03.08P perform controller alignment controller is aligned according to manufacturers’ recommendations
G-25.03.09P restore program and configuration from backup and return controller to service program and configuration is restored from backup and controller is returned to service
G-25.03.10P verify SAC tuning, programming and configuration SAC tuning, programming and configuration is verified
G-25.03.11P back up and document SAC program, settings and configuration SAC program, settings and configuration are backed up and documented for future data recovery

Range of variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
G-25.03.01L demonstrate knowledge of SAC, their limitations, purpose and applications define terminology associated with SAC
identify types of SAC, and describe their limitations, purpose and applications
describe SAC functions and modes
identify hazards and describe safe work practices pertaining to SAC
interpret information pertaining to SAC found on drawings and specifications
describe operating theory and parameters of SAC
G-25.03.02L demonstrate knowledge of procedures used to maintain, diagnose, repair and replace SAC and their components identify tools and equipment used to maintain, diagnose, repair and replace SAC and their components, and describe their applications and procedures for use
describe procedures used to maintain, diagnose, repair and replace SAC and their components
describe importance of backing up and documenting program and configuration before and after service

Range of variables

Task G-26 Installs and services programmable logic controllers (PLC)

Task descriptor

Instrumentation and control technicians install and service PLC. PLC employ control strategies and user-created programs to control multiple loops and systems. These can be used individually or networked with other control systems to operate equipment and facilities efficiently and safely.

G-26.01 - Installs PLC

G-26.01 - Installs PLC
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-26.01.01P select and use tools and equipment tools and equipment are selected and used according to manufacturers’ specifications
G-26.01.02P determine PLC to be installed PLC to be installed is determined according to codes, engineered designs, application and control strategy
G-26.01.03P confirm installation details of PLC installation details of PLC are confirmed
G-26.01.04P mount racks and components racks and components are mounted according to industry practices, engineered designs and manufacturers’ specifications
G-26.01.05P connect wiring and network to PLC wiring and network are connected to PLC according to industry practices, engineered drawings, manufacturers’ specifications and codes
G-26.01.06P address environmental conditions environmental conditions are addressed

Range of variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
G-26.01.01L demonstrate knowledge of PLC, their components, operation, architecture and capabilities define terminology associated with PLC and their components
identify hazards and describe safe work practices pertaining to PLC
interpret information pertaining to PLC found on drawings and specifications
identify types of PLC, their components and describe their operation, architecture and capabilities
explain digital, discrete and analogue signals
explain importance of compatibility with other process control systems
explain licensing and service contract requirements pertaining to PLC
identify communication systems used by PLC
G-26.01.02L demonstrate knowledge of regulatory requirements pertaining to PLC interpret standards, codes and regulations pertaining to PLC
G-26.01.03L demonstrate knowledge of procedures used to install PLC and their components identify tools and equipment used to install PLC and their components, and describe their applications and procedures for use
describe procedures used to select and install PLC and their components
explain grounding/bonding methods
describe environmental conditions to address when installing PLC

Range of variables

G-26.02 - Configures PLC

G-26.02 - Configures PLC
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-26.02.01P select and use tools, equipment and software tools, equipment and software are selected and used according to manufacturers’ specifications and engineered designs
G-26.02.02P update firmware firmware is updated according to manufacturers’ recommendations
G-26.02.03P upload and download PLC programs PLC programs are uploaded and downloaded
G-26.02.04P validate PLC configuration PLC configuration is validated according to card and rack layout
G-26.02.05P program PLC including comments PLC including comments is programmed according to process control strategy
G-26.02.06P configure external communication with other systems and devices external communication is configured with other systems and devices
G-26.02.07P verify tuning, configuration and programming tuning, configuration and programming are verified to determine if PLC controls process according to operational requirements
G-26.02.08P back up and document programming, configuration, settings and parameters programming, configuration, settings and parameters are backed up and documented for future data recovery
Knowledge
Reference Code Learning Outcomes Learning Objectives
G-26.02.01L demonstrate knowledge of PLC, their components, operation, architecture and capabilities define terminology associated with PLC and their components
identify hazards and describe safe work practices pertaining to PLC
interpret information pertaining to PLC found on drawings and specifications
identify types of PLC, their components and describe their operation, architecture and capabilities
explain digital, discrete and analogue signals
explain importance of compatibility with other process control systems
explain licensing and service contract requirements pertaining to PLC
identify communication systems used by PLC
G-26.02.02L demonstrate knowledge of programming languages used to program PLC identify programming languages used to program PLC
describe PLC ladder logic programs that use timers and counters
describe PLC ladder logic programs that use math instructions and PID control
describe PLC function block, sequential logic and ST programs
describe PLC programs that use subroutines
describe PLC mixed language programs
describe PLC integration with various Fieldbus devices
identify types of data
describe software and hardware limitations
G-26.02.03L demonstrate knowledge of procedures used to configure PLC and their components identify tools, equipment and software used to configure PLC and their components, and describe their applications and procedures for use
describe procedures used to configure PLC and their components
describe configuration parameters
explain cause and effects of forcing and bypassing I/Os
describe importance of backing up and documenting program and configuration before and after service
describe alarm management and history management concepts for a PLC

Range of variables

G-26.03 - Performs maintenance, diagnostics and repairs on PLC

G-26.03 - Performs maintenance, diagnostics and repairs on PLC
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-26.03.01P select and use tools and equipment tools and equipment are selected and used according to manufacturers’ specifications
G-26.03.02P perform routine maintenance routine maintenance is performed according to schedule
G-26.03.03P diagnose error codes, logs and status lights error codes, logs and status lights are diagnosed to identify problems
G-26.03.04P identify probable root cause of faults probable root cause is identified by investigating symptoms and conditions to determine location of faults
G-26.03.05P perform diagnostic procedures diagnostic procedures are performed
G-26.03.06P determine steps required to address faults steps required to address faults are determined based on probable root cause
G-26.03.07P replace components components are replaced according to job procedures and manufacturers’ recommendations
G-26.03.08P restore program and configuration from backup program and configuration are restored from backup
G-26.03.09P verify PLC programming and configuration PLC programming and configuration are verified
G-26.03.10P back up and document PLC program and configuration PLC program and configuration are backed up and documented for future data recovery

Range of variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
G-26.03.01L demonstrate knowledge of PLC, their components, operation, architecture and capabilities define terminology associated with PLC and their components
identify hazards and describe safe work practices pertaining to PLC
interpret information pertaining to PLC found on drawings and specifications
identify types of PLC and their components, and describe their operation, architecture and capabilities
explain digital, discrete and analogue signals
explain importance of compatibility with other process control systems
explain licensing and service contract requirements pertaining to PLC
identify communication systems used by PLC
identify types of data
G-26.03.02L demonstrate knowledge of programming languages used to program PLC interpret PLC programming languages
G-26.03.03L demonstrate knowledge of procedures used to maintain, diagnose and repair and replace PLC and their components identify tools, equipment and software used to maintain, diagnose, repair and replace PLC and their components, and describe their applications and procedures for use
describe procedures used to maintain, diagnose, repair and replace PLC and their components
describe obsolescence issues
describe hot standby and redundancy applications
describe importance of backing up and documenting PLC program and configuration before and after service

Range of variables

Task G-27 Installs and services distributed control systems (DCS)

Task descriptor

Instrumentation and control technicians install and service DCS. DCS employ control strategies and user-created programs to control multiple loops and systems. They usually incorporate their own operator interface functionality or graphical user station. These can be used individually or networked with other control systems to operate equipment and facilities efficiently and safely.

G-27.01 - Installs DCS

G-27.01 - Installs DCS
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-27.01.01P select and use tools and equipment tools and equipment are selected and used according to manufacturers’ specifications
G-27.01.02P assist in determining DCS to be installed DCS to be installed is determined according to codes, engineered designs, application, control strategy and company requirements
G-27.01.03P confirm installation details of DCS components installation details of DCS components are confirmed according to manufacturers’ specifications and engineered designs
G-27.01.04P select and install DCS components DCS components are selected and installed according to system requirements
G-27.01.05P connect wiring and network to DCS wiring and network are connected to DCS according to industry practices, engineered designs, manufacturers’ specifications and codes
G-27.01.06P address environmental conditions environmental conditions are addressed

Range of variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
G-27.01.01L demonstrate knowledge of DCS, their components, operation, architecture and capabilities define terminology associated with DCS and their components
identify hazards and describe safe work practices pertaining to DCS
interpret information pertaining to DCS found on drawings and specifications
identify DCS components, buses and systems, and describe their purpose and operation
explain digital, discrete and analogue signals
describe different software programs of a DCS
describe data flow, scan cycle and databases of a DCS
describe security and access privileges for a DCS
describe redundancy as it applies to DCS
explain importance of compatibility with other process control systems
explain licensing and service contract requirements pertaining to DCS
describe tag descriptors and addressing
G-27.01.02L demonstrate knowledge of regulatory requirements pertaining to DCS and their components interpret standards, codes and regulations pertaining to DCS and their components
G-27.01.03L demonstrate knowledge of procedures used to install DCS and their components identify tools and equipment used to install DCS and their components, and describe their applications and procedures for use
describe procedures used to select and install DCS and their components
describe environmental conditions to address when installing DCS
describe methods used to install cabling and grounding/bonding

Range of variables

G-27.02 - Configures DCS

G-27.02 - Configures DCS
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-27.02.01P select and use tools, equipment and software for configuration tools, equipment and software are selected and used for configuration according to manufacturers’ specifications and engineered designs
G-27.02.02P update operating software operating software is updated
G-27.02.03P validate DCS configuration DCS configuration is validated according to rack and cabinet layout
G-27.02.04P program DCS, including comments and displays DCS, including comments and displays, is programmed according to process control strategy and company standards
G-27.02.05P configure external communication with other systems and devices external communication is configured with other systems and devices
G-27.02.06P verify tuning, configuration and programming tuning, configuration and programming are verified to determine if DCS controls process according to operational requirements
G-27.02.07P back up and document configuration, settings and parameters configuration, settings and parameters are backed up and documented for future data recovery
Knowledge
Reference Code Learning Outcomes Learning Objectives
G-27.02.01L demonstrate knowledge of DCS, their components, operation, architecture and capabilities define terminology associated with DCS and their components
identify hazards and describe safe work practices pertaining to DCS
interpret information pertaining to DCS found on drawings and specifications
identify DCS components, buses and systems and describe their purpose and operation
explain digital, discrete and analogue signals
describe different software programs of a DCS
describe data flow, scan cycle and databases of a DCS
describe security and access privileges for a DCS
describe redundancy as it applies to DCS
explain importance of compatibility with other process control systems
explain licensing and service contract requirements pertaining to DCS
describe tag descriptors and addressing
G-27.02.02L demonstrate knowledge of programming languages used to program DCS identify programming languages used to program DCS
describe DCS function block, sequential logic and ST programs
describe DCS programs that use subroutines
describe DCS mixed language programs
describe DCS integration with various Fieldbus devices
identify types of data
describe software and hardware limitations
G-27.02.03L demonstrate knowledge of procedures used to configure and program DCS and their components identify tools, equipment and software used to configure and program DCS and their components, and describe their applications and procedures for use
describe procedures used to configure and program DCS and their components
describe software and hardware limitations
describe configuration parameters
describe programming consistency issues
describe safety considerations as they apply to a DCS when making changes online, forcing, disabling and bypassing I/O
describe procedures used to back up DCS and their components
describe importance of backing up and documenting program and configuration before and after service
describe alarm management and history management concepts for a DCS
explain digital, discrete and analogue signals
describe trending software used in DCS

Range of variables

G-27.03 - Performs maintenance, diagnostics and repairs on DCS

G-27.03 - Performs maintenance, diagnostics and repairs on DCS
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-27.03.01P select and use tools, equipment and software tools, equipment and software are selected and used according to manufacturers’ specifications and engineered designs
G-27.03.02P perform maintenance maintenance is performed according to schedule
G-27.03.03P check power supply for proper voltage level power supply is checked for proper voltage level
G-27.03.04P use diagnostic menu to identify problems diagnostic menu is used to identify problems
G-27.03.05P identify probable root cause of faults probable root cause is identified by investigating symptoms and conditions to determine location of faults
G-27.03.06P determine steps required to address problems steps required to address problems are determined based on probable root cause
G-27.03.07P replace components components are replaced according to job procedures and manufacturers’ specifications
G-27.03.08P restore DCS program and configuration from backup DCS program and configuration are restored from backup
G-27.03.09P verify DCS configuration DCS configuration is verified
G-27.03.10P back up and document DCS program and servers DCS program and servers are backed up and documented for future data recovery

Range of variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
G-27.03.01L demonstrate knowledge of DCS, their components, operation, architecture and capabilities define terminology associated with DCS and their components
identify hazards and describe safe work practices pertaining to DCS
interpret information pertaining to DCS found on drawings and specifications
identify DCS components, buses and systems and describe their purpose and operation
explain digital, discrete and analogue signals
describe different software programs of a DCS
describe data flow, scan cycle and databases of a DCS
describe security and access privileges for a DCS
describe redundancy as it applies to DCS
explain importance of compatibility with other process control systems
explain licensing and service contract requirements pertaining to DCS
describe tag descriptors and addressing
G-27.03.02L demonstrate knowledge of procedures used to maintain, diagnose, repair and replace DCS and their components identify tools, equipment and software used to maintain, diagnose, repair and replace DCS and their components, and describe their applications and procedures for use
describe procedures used to maintain, diagnose, repair and replace DCS and their components
describe effects of maintenance actions or errors
describe cause and effects of forcing, disabling and bypassing I/O
describe importance of backing up and documenting program and configuration before and after service

Range of variables

Task G-28 Installs and services human machine interface (HMI)

Task descriptor

Instrumentation and control technicians install and service HMI. HMI interfaces with the controlling devices such as PLC, DCS and SCADA systems in order to allow monitoring and controlling of the process through graphical displays or text. HMI often has the ability to provide trending, alarm summaries and historical data collection.

G-28.01 - Installs HMI

G-28.01 - Installs HMI
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-28.01.01P select and use tools and equipment tools and equipment are selected and used according to manufacturers’ specifications
G-28.01.02P determine HMI HMI is determined according to codes, engineered designs, application, control strategy and company requirements
G-28.01.03P confirm installation details of HMI installation details of HMI are confirmed
G-28.01.04P address environmental conditions environmental conditions are addressed
G-28.01.05P mount HMI components HMI components are mounted according to industry practices, engineered designs, manufacturers’ specifications and codes
G-28.01.06P connect cabling and network to HMI cabling and network are connected to HMI according to industry practices, engineered designs, manufacturers’ recommendations, site requirements and codes

Range of variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
G-28.01.01L demonstrate knowledge of HMI and their components, purpose, operation, design and capabilities define terminology associated with HMI and their components
identify hazards and describe safe work practices pertaining to HMI
interpret information pertaining to HMI found on drawings and specifications
describe how HMI are incorporated in PLC, DCS and SCADA systems
identify types of HMI and their components, and describe their purpose, operation, design and capabilities
identify types of HMI operator displays and their purpose
explain digital, discrete and analogue signals
identify types of HMI programs and associated software
describe security and access privileges for HMI
explain importance of compatibility with other process control systems
describe communication systems used with HMI
explain licensing and service contract requirements pertaining to HMI
G-28.01.02L demonstrate knowledge of regulatory requirements pertaining to HMI and their components identify standards, codes and regulations pertaining to HMI and their components
G-28.01.03L demonstrate knowledge of procedures used to install HMI and their components identify tools and equipment used to install HMI and their components, and describe their applications and procedures for use
describe procedures used to select and install HMI and their components
describe methods used to install cabling and network to HMI
describe environmental conditions to address when installing HMI

Range of variables

G-28.02 - Configures HMI

G-28.02 - Configures HMI
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-28.02.01P select and use tools, equipment and software for configuration tools, equipment and software are selected and used for configuration according to manufacturers’ specifications and company practices
G-28.02.02P update software and firmware software and firmware are updated according to manufacturers’ specifications
G-28.02.03P validate HMI configuration, including depiction of process control strategy HMI configuration, including depiction of process control strategy, is validated
G-28.02.04P configure external communication with other systems and devices external communication is configured with other systems and devices
G-28.02.05P verify that HMI configuration and programming interface with and control process variables HMI configuration and programming interfaces with and controls process variables according to operational requirements and industry standards
G-28.02.06P back up and document HMI configuration, settings and parameters HMI configuration, settings and parameters are backed up and documented for future data recovery
Knowledge
Reference Code Learning Outcomes Learning Objectives
G-28.02.01L demonstrate knowledge of HMI, their components, purpose, operation, design and capabilities define terminology associated with HMI and their components
identify hazards and describe safe work practices pertaining to HMI
interpret information pertaining to HMI found on drawings and specifications
describe how HMI are incorporated in PLC, DCS and SCADA systems
identify HMI and their components, and describe their purpose, operation, design and capabilities
identify types of HMI operator displays and their purpose
explain digital, discrete and analogue signals
identify types of HMI programs and associated software
describe security and access privileges for HMI
explain importance of compatibility with other process control systems
describe communication systems used with HMI
explain licensing and service contract requirements pertaining to HMI
G-28.02.02L demonstrate knowledge of procedures used to configure and program HMI and their components identify tools, equipment and software used to configure and program HMI and their components, and describe their applications and procedures for use
describe procedures used to configure and program HMI and their components
describe software and firmware limitations
describe configuration parameters
describe alarm management and history management concepts for an HMI
describe programming consistency issues
describe importance of backing up and documenting program and configuration before and after service
describe tag descriptors and addressing

Range of variables

G-28.03 - Performs maintenance, diagnostics and repairs on HMI

G-28.03 - Performs maintenance, diagnostics and repairs on HMI
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-28.03.01P select and use tools, equipment and software tools, equipment and software are selected and used according to manufacturers’ specifications and company practices
G-28.03.02P perform maintenance maintenance is performed according to schedule
G-28.03.03P review error messages and logs to isolate faults error messages and logs are reviewed to isolate faults
G-28.03.04P perform diagnostic procedures diagnostic procedures are performed
G-28.03.05P check power supply for proper voltage power supply is checked for proper voltage
G-28.03.06P identify probable root cause of faults probable root cause is identified by investigating symptoms and conditions to determine location of faults
G-28.03.07P determine steps required to address faults steps required to address faults are determined based on probable root cause
G-28.03.08P replace components components are replaced according to job procedures and manufacturers’ recommendations
G-28.03.09P restore HMI program and configuration from backup HMI program and configuration from backup are restored
G-28.03.10P verify and test HMI configuration HMI configuration is verified and tested
G-28.03.11P back up and document HMI program and configuration HMI program and configuration are backed up and documented for future data recovery

Range of variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
G-28.03.01L demonstrate knowledge of HMI, their components, purpose, operation, design and capabilities define terminology associated with HMI and their components
identify hazards and describe safe work practices pertaining to HMI
interpret information pertaining to HMI found on drawings and specifications
describe how HMI are incorporated in PLC, DCS and SCADA systems
identify HMI and their components, and describe their purpose, operation, design and capabilities
identify types of HMI operator displays and their purpose
explain digital, discrete and analogue signals
identify types of HMI programs and associated software
describe security and access privileges for HMI
explain importance of compatibility with other process control systems
describe communication systems used with HMI
explain licensing and service contract requirements pertaining to HMI
describe tag descriptors and addressing
G-28.03.02L demonstrate knowledge of procedures used to maintain, diagnose, repair and replace HMI and their components identify tools, equipment and software used to maintain, diagnose, repair and replace HMI and their components, and describe their applications and procedures for use
describe procedures used to maintain, diagnose, repair and replace HMI and their components
describe effects of maintenance actions or errors
describe importance of backing up and documenting program and configuration before and after service

Range of variables

Task G-29 Installs and services supervisory control and data acquisition (SCADA) systems

Task descriptor

Instrumentation and control technicians install and service SCADA systems. SCADA systems are data transmission and acquisition systems for remote control and monitoring of equipment and facilities. They can be used for control applications such as remote shut‑down and start‑up of equipment. They may have the added ability to store, measure, trend and manipulate data for reporting purposes.

G-29.01 - Installs SCADA systems

G-29.01 - Installs SCADA systems
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-29.01.01P select SCADA equipment SCADA equipment is selected according to codes, engineered designs, application, control strategy and site specifications
G-29.01.02P select and use tools and equipment tools and equipment are selected and used according to manufacturers’ specifications
G-29.01.03P mount SCADA components SCADA components are mounted according to industry practices, engineered designs, manufacturers’ specifications and codes
G-29.01.04P terminate wiring and network to SCADA equipment wiring and network are terminated to SCADA equipment according to industry practices, engineered designs, manufacturers’ specifications and codes
G-29.01.05P mount and test wireless transmission wireless transmission is mounted and tested according to industry practices, engineered designs, manufacturers’ specifications and codes
G-29.01.06P avoid interference with other systems and processes interference with other systems and processes are avoided by methods

Range of variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
G-29.01.01L demonstrate knowledge of SCADA systems, their components and operation define terminology associated with SCADA systems and their components
identify hazards and describe safe work practices pertaining to SCADA systems
interpret information pertaining to SCADA systems found on drawings and specifications
identify SCADA system components and describe their purpose and operation
identify types of SCADA protocols and configurations and describe their features and limitations
describe SCADA theory
identify connection methods for SCADA systems
identify potential causes of interference
describe grounding/bonding methods
G-29.01.02L demonstrate knowledge of regulatory requirements pertaining to SCADA systems and their components interpret standards, codes and regulations pertaining to SCADA systems and their components
G-29.01.03L demonstrate knowledge of procedures used to install SCADA systems and components identify tools and equipment used to install SCADA systems and their components, and describe their applications and procedures for use
describe procedures used to select and install SCADA systems and their components

Range of variables

G-29.02 - Configures SCADA systems

G-29.02 - Configures SCADA systems
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-29.02.01P select and use tools, equipment and software tools, equipment and software to configure SCADA system are selected and used according to manufacturers’ specifications
G-29.02.02P configure and validate SCADA system, including comments and tagging SCADA system, including comments and tagging, is configured according to application and company standards
G-29.02.03P update software and firmware software and firmware are updated
G-29.02.04P upload and download SCADA system configurations/database SCADA system configurations/database are uploaded and downloaded
G-29.02.05P configure external communication with other systems and devices external communication is configured with other systems and devices
G-29.02.06P determine if SCADA system monitors and controls process SCADA system monitors and controls process according to operational requirements
G-29.02.07P back up and document programming, configuration, settings and parameters programming, configuration, settings and parameters are backed up and documented for future data recovery
Knowledge
Reference Code Learning Outcomes Learning Objectives
G-29.02.01L demonstrate knowledge of SCADA systems, their components and operation define terminology associated with SCADA systems and their components
identify hazards and describe safe work practices pertaining to SCADA systems
interpret information pertaining to SCADA systems found on drawings and specifications
identify SCADA system components and describe their purpose and operation
identify types of SCADA protocols and configurations and describe their features and limitations
describe SCADA theory
identify connection methods for SCADA systems
identify potential causes of interference
G-29.02.02L demonstrate knowledge of regulatory requirements pertaining to SCADA systems and their components interpret standards, codes and regulations pertaining to SCADA systems and their components
G-29.02.03L demonstrate knowledge of procedures used to configure SCADA systems and components identify tools, equipment, and software used to configure SCADA systems and their components, and describe their applications and procedures for use
describe procedures used to configure SCADA systems and their components
describe procedures to program a SCADA system
describe configuration methods
describe communication protocols
describe time synchronization and time-stamping
describe procedures used to configure, upgrade and restore SCADA systems and their components
describe importance of backing up and documenting program and configuration before and after service

Range of variables

G-29.03 - Performs maintenance, diagnostics and repairs on SCADA systems

G-29.03 - Performs maintenance, diagnostics and repairs on SCADA systems
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes NV yes ND yes yes yes yes yes NV NV NV
Skills
Reference Code  Performance Criteria Evidence of Attainment
G-29.03.01P select and use tools, equipment and software tools, equipment and software are selected and used according to manufacturers’ specifications
G-29.03.02P monitor network scan times network scan times are monitored
G-29.03.03P follow manufacturers’ maintenance schedule manufacturers’ maintenance schedule is followed
G-29.03.04P review error messages, logs and status lights error messages, logs and status lights are reviewed to isolate problems
G-29.03.05P perform diagnostic procedures diagnostic procedures are performed
G-29.03.06P check power source for proper voltage power source is checked for proper voltage
G-29.03.07P interpret self-diagnostic and alarm indicators self-diagnostic and alarm indicators are interpreted
G-29.03.08P test wireless signal strength wireless signal strength is tested to ensure that it is operational
G-29.03.09P verify maintenance documentation and historical data maintenance documentation and historical data are verified to assist in determining probable root cause
G-29.03.10P determine steps required to address faults steps required to address faults are determined based on probable root cause
G-29.03.11P replace components components are replaced according to job procedures and manufacturers’ recommendations
G-29.03.12P restore and verify SCADA configuration from backup SCADA configuration is restored from backup and verified
G-29.03.13P back up and document SCADA configuration for future data recovery SCADA configuration is backed up and documented for future data recovery

Range of variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
G-29.03.01L demonstrate knowledge of SCADA systems, their components and operation define terminology associated with SCADA systems
identify hazards and describe safe work practices pertaining to SCADA systems
interpret information pertaining to SCADA systems found on drawings and specifications
identify SCADA system components and describe their purpose and operation
identify types of SCADA protocols and configurations and describe their features and limitations
describe SCADA theory
identify connection methods for SCADA systems
identify potential causes of interference
G-29.03.02L demonstrate knowledge of regulatory requirements pertaining to SCADA systems and their components interpret standards, codes and regulations pertaining to SCADA systems and their components
G-29.03.03L demonstrate knowledge of procedures used to maintain, diagnose, repair and replace SCADA systems and components identify tools, equipment, and software used to maintain, diagnose, repair and replace SCADA systems, and describe their applications and procedures for use
describe procedures used to maintain, diagnose, repair and replace SCADA systems and their components
describe procedures used to manipulate process to allow for servicing
describe procedures and importance of backing up and documenting SCADA configuration before and after service

Range of variables