10 Mechanical Task List
10 Mechanical Task List
Task #:
Ask the participant to explain the Permit to Work system as it applies to his/her job. This should include
different types of work permits - hot, safe, electrical (with any isolation requirements such as mechanical or
hydraulic). Ask the participant to give examples of certain operations requiring a permit to work.
Isolation of rotating equipment, pressurized operations, work in contaminated atmosphere,
maintenance operations that disable critical safety systems.
Ask questions such as: "What are your responsibilities when you are the person in-charge of a job?"
Have a toolbox meeting with all the members involved in the job, ensure proper equipment is
used and procedures followed, and plan for contingencies or a change in work conditions. Use
adequate supervision and audit conditions throughout the job.
Observe the participant conducting a pre -job (tool box) meeting prior to starting a non-routine
job. The participant should acquaint each person involved in the operation with the scope of
work, the hazards and the specific procedures to be followed. He/she should ensure that all
safety issues are addressed, contingency planning communicated and key personnel identified
to the group. All persons attending the meeting should have input to the discussion.
Observe the participant conducting a Task Risk Assessment exercise. This should include
identifying the risk and initiating risk reduction measures. The assessment should be
documented. The participant should recognize risk such as any changes in the work being done.
Anytime a change is made, be it crew change, tour change, or change in routine jobs, he/she
should realize the change and the risk of having an accident.
Ask the participant to explain the STOP system and guidelines. Review STOP cards submitted by the
participant. The participant should discuss the outcome of the STOP tour with the supervisor.
Ask questions such as: "What is the importance of collecting and reviewing all STOP cards?"
To identify trends in safe and unsafe acts.
5. Show how to make a Rig Specific Procedure for the mechanical department.
Check the participant making a Rig Specific Procedure such as detailing a procedure for starting the
generators from a cold start/blackout situation including auxiliaries. This may also be a revision of an
existing RSP. The participant should use standard formats, research and incorporate relevant
data from appropriate alerts, standards, policies and procedures
Ask the participant to describe the zone classification system on his/her rig. He/she should
show the various zones on the rig using the operations manual drawings.
Ask questions such as: "What does 'Zone-0/1/ 2 and 'safe area' stand for?" Zone - 0 is where an
explosive air/gas environment is present at all times i.e. inside a fuel tank. Zone - 1 is where the
explosive air/gas environment may be present during normal operation. Zone - 2 is where an
explosive air/gas environment is only present in abnormal circumstances and if present - would
only be for short duration. 'Safe area' is where explosive gas/air mixture should not be present.
"What precautions should be taken when installing or using equipment in zoned areas?" Ensure that the
equipment being installed or used will not provide a source of ignition and is compliant with the zone
classification. The equipment needs to be explosion-proof, intrinsically safe or otherwise protected.
Ask the participant to show the most recent accident analyses and equipment alerts. The
participant should procure the safety alert binder and discuss the most recent alerts. This should
include IPM and third party service bulletins and alerts.
Ask the participant to explain the policy of Authorization to Rig-up Third Party Equipment. Before
installing any third party equipment that can create a hazard when rigged up and/or operated, an
Authorization to rig-up third party equipment shall be approved by the MIC. The participant
should follow the checklist in the QHSE manual.
Ask the participant to explain the safety precautions when using lifting gear. All lifting gear should be
properly maintained and the certification and color-coding kept up-to-date. This includes items such as
eyebolts, slings, shackles, chain-hoists, turnbuckles, air winches. Visual inspection should be performed
before use. Lifting gear should be used within its rated capacity. Beware of the change in loading when
lifting equipment at an angle. Know the weight of all the components to be lifted.
10. Describe the fixed fire extinguishing system for the engine room and the procedures for activation.
Ask the participant to describe the fixed fire extinguishing system for the engine room on his/her
rig. The participant should explain how to line up the fire pumps for different configurations.
Ask questions such as: "What actions should be taken prior to releasing the CO2?" Notify the
control room, all personnel must evacuate the area, full muster should be called, isolate inlet
and exhaust fans, close all vents and doors.
11. Identify and describe how to use the portable fire extinguishers in the engine room.
Ask the participant to identify and describe how to use the portable fire extinguishers in the
engine room.
12. Identify and explain all equipment alarms in the engine room and the action to be taken in
case of an alarm.
Ask the participant to identify all equipment alarms in the engine room such as engine low oil
pressure, engine low oil level, engine over-speed, engine high-temperature, and low rig air
pressure. He/she should describe the action to be taken in case of an alarm. These may include
acknowledging the alarm, isolating equipment if required, informing the supervisor and taking
any other specific action depending on the alarm.
Ask the participant to identify the different piping systems in the engine room. The participant should
trace the rig air lines, high pressure air lines, fuel lines, lube oil lines, sea water cooling lines, potable
water lines, steam/hot water lines, engine start air/hydraulic lines. He/she should describe the piping
color code system as outlined in Maintenance Policies and Procedures (MPP).
14. Explain and show how to transfer fuel and lube-oil on your rig.
Observe the participant lining up and operating the fuel and lube-oil transfer pumps. This should include
transfer from trucks to main tanks and from main fuel tanks to settling tanks, day tanks and transfer to fuel-
up points around the rig. He/she should know the risks associated with fuel transfers and the hazards of oil
spills/environmental pollution. The participant should take tank soundings and record.
15. Explain and show how to operate and maintain the fuel-oil purifier/centrifuge.
Ask the participant to explain the operating principles of the fuel-oil purifier/centrifuge.
Observe the participant lining up and operating the fuel-oil purifier/centrifuge. Observe the
participant stripping down and rebuilding the purifier after cleaning.
"How would you know if the purifier is not functioning properly?" A marked reduction in solids
found on plates is a possible indication of malfunction.
16. Explain and show how to dispose of waste oil and used filters on your rig.
Ask the participant to explain how to dispose of waste oil and used filters on his/her rig. This may
involve packaging the waste oil in special containers and sending them for disposal or recycling.
Stress that used oil filters are hazardous waste and should never be discarded improperly. Rig
specific procedures must be followed.
17. Explain and show how to perform main engine pre-start and start-up procedures on your rig.
Observe the participant performing main engine pre -start checks. These checks should include
coolant level, oil level, priming of fuel system, pre -lubing and a visual inspection of the engine.
Observe the participant starting the main engine. He/she should observe the instrumentation at
startup and interpret the readouts. The engine should be allowed to warm up before putting
online. Ask the participant to explain how to put the engine online.
Ask questions such as: "Why are pre-start checks especially important on an engine that has
been shut down for a long period of time?" In engines that have been shut down for a long
period of time, oil may have drained from the major components and without proper pre -lube,
these components may be seriously damaged due to lack of lubrication..
Observe the participant shutting down a main engine. Before shutting it down, let the engine run at idle
speed for approximately 10 minutes after it has been taken off-line. This is to cool the engine down. Ask
the participant to explain how to perform an emergency shutdown and the consequences of doing so.
He/she should indicate various locations for shutting down the engines.
19. Explain how to use the cold-start system to start a main engine and put it online.
Ask the participant to explain the cold-start system to start the main engine and put it online. He/she
should start and operate the cold-start compressor to raise the air pressure sufficiently to start the main
engine. The pre -checks for cold start compressor should include oil and fuel level checks. Observe the
participant starting the cold-start compressor engine using hand crank and putting compressor on load.
Ask questions such as: "How often should the cold-start compressor be tested?" On a
weekly basis
21. Identify different types of grease and oil and show how to keep stock inventory.
Check the weekly grease and lube oil inventory with the participant. He/she should explain
what the different types of oils and grease are used for.
Inspect the engine room with the participant. It should be neat and orderly. Ask the participant the
importance of good housekeeping. Good housekeeping prevents slips, trips and falls. A clean
environment and properly located tools improves work efficiency and safety.
23. Explain and show how to perform routine maintenance on a main engine on your rig.
The participant should demonstrate how to carry out routine maintenance on the engines such as a 700
hour, 1400 hour and 2800 hour service (or similar type of schedule on your engines). This does not include
major scheduled maintenance such as change-out of main components. He/she should understand the
difference between routine maintenance and major scheduled overhaul/inspection.
24. Explain and show how to perform routine maintenance on the emergency generator engine
on your rig.
The participant should demonstrate how to carry out routine maintenance on the emergency
generator engine such as a quarterly, semi-annual or annual maintenance.
Ask questions such as: "Why is maintenance on the emergency generator(s) based on time
rather than on running hours?" Due to lack of running hours.
25. Explain and show how to test engine-cooling water for inhibitor concentration.
Observe the participant taking coolant sample and testing for adequate inhibitor.
Ask questions such as: "Why should the inhibitor concentration be maintained?" Low
inhibitor concentration may lead to internal corrosion of the cooling system.
Observe the participant taking an oil sample from an engine using an appropriate sample bottle.
The sample should to be taken from a location that would give a good overall indication of oil
condition. The participant should interpret the oil analysis results.
27. Explain and show how to startup, operate and shut down the watermaker on your rig.
Observe the participant starting up the watermaker and commence producing water at an
acceptable volume/rate with the correct salinity. He/she should demonstrate how to shut down
the watermaker.
28. Explain and show how to startup, operate and shut down the boiler on your rig.
Observe the participant starting and operating the boiler. This should include checking levels, temperatures,
pressures and stack emissions. He/she should show how to test the inhibitor concentration.
29. Explain and show how to startup, operate and shutdown a rig air compressor on your rig.
Observe the participant starting up a rig air compressor. He/she should check the unit's oil levels
and cooling systems prior to startup. Ask the participant to explain the lead/lag principle when
using multiple units. Ask the participant to perform specific tasks such as bleed off the
condensate from the aftercooler and air receiver.
30. Explain the principles of operation of the air dryers used on your rig.
The participant should describe the various components of the air dryer and their function. This
includes items such as timers, dump valves, humidity meters and desiccant.
31. Explain the principles of operation of different types of centrifugal pumps used on your rig.
Ask the participant to explain the different types of shaft seal arrangements on the pumps on
your rig (packing and/or mechanical).
Observe the participant disassembling, inspecting, repairing and reassembling a centrifugal pump. This
may include a deep well pump if installed on the rig. Check bearings, seals, shaft, impeller, housing and
wear plate for condition and replace as required. Check and adjust impeller clearance.
Participant should demonstrate how to operate and service sewage treatment system
following the manufacturers recommendations.
Observe the participant operating and servicing the oily water separator. This should include taking tank
soundings, monitoring pressures and oil content discharge levels. The servicing should include filter
changing, internal cleaning, small pump maintenance and solenoid valve repairs.
36. Show how to read and interpret mechanical drawings and diagrams.
Observe the participant interpreting a mechanical drawing or diagram from a spare parts manual such as
for the drawworks. He/she should select parts from the diagram by description and part number.
Ask the participant to explain the safety precautions and grinder setup procedures. This should
include wearing eye protection. Wearing loose clothing and using gloves may be a hazardous.
The area around the grinder should be clear of obstructions. Observe the participant dressing
the stone and adjusting the tool-rest gap and height. Tool-rest should be set at center height and
with minimum gap. Only competent personnel should carry out grinding wheel replacement.
Ensure that equipment guards are in place when the grinder is being used.
Ask questions such as: "Why should you never grind on the side of the wheel?" The
wheel is not designed for side loading.
"What types of material should not be ground on a pedestal grinder?" Soft metals, wood,
plastic and glass.
Ask the participant to explain drill press setup procedures and safety precautions. These may
include not wearing gloves but should include wearing eye protection. The area around drill
press should be clear of obstructions and cuttings. Observe the participant selecting the drill
press speed to suit the drill diameter and the material being drilled. One should note that the
larger the diameter of the drill the slower the drill press speed. Observe the participant changing
the chuck. Ensure that equipment guards are in place when the drill press is being used.
39. Explain and show how to use hand taps and dies.
Ask the participant to explain the different types of taps (starter, intermediate and final). He/she should use
proper tables to select the tapping drill size for drilling the hole. Observe the participant using hand taps
and dies with appropriate lubricant and breaking the cuttings periodically.
40. Explain and show how to thread pipe using an electric pipe threader machine.
Ask the participant to explain the safety precautions and setup procedures for the electric pipe
threader machine. Precautions may include not wearing gloves or loose fitting clothes. Eye
protection must be used. The area around the threading machine should be clear of obstructions
and cuttings. Observe the participant setting up the adjustable die head to the required size and
cutting threads on pipe. He/she should also demonstrate use of the cut-off tool.
Ask the participant to explain lathe setup procedures and the safety precautions. The area around lathe
should be clear of obstructions and cuttings. Observe the participant setting the cutting tool at center
height, selecting the lathe speed and feed for the work -piece. One should note that the larger the diameter
of the work-piece the slower the lathe speed. Observe the participant changing the chuck. Ensure that
equipment guards are in place and use of PPE when the lathe is being used.
42. Show how to use internal and external micrometers.
Observe the participant using an internal and an external micrometer. The participant should
check and adjust the calibration of the instruments against manufacturer's provided test bar.
He/she should take accurate measurements of selected items.
Observe the participant using a vernier caliper. The participant should check the instrument
for 'zero' error. He/she should take accurate measurements of selected items.
44. Show how to use and care for hand and power tools.
Observe the participant safely using hand and power tools such as hammers, screwdrivers, open end and
box end wrenches, pliers, punches, chisels, drifts, adjustable wrenches, impact wrenches, portable grinder
and portable drilling machine. Ensure that equipment guards are in place. Ensure safety pin is used on air
connections. Tie off the tools when working at heights or over water. Ensure socket and extensions are
secured to the tool, use correct size socket for the size of bolt. Ensure all sections of the power tool are
working within their rated limits and the regulators are properly set. The participant should show how to
use the BOP power torque wrench.
45. Show how to check alignment between a pump and motor using dial indicators.
Observe the participant setting up dial indicators on the equipment and taking angular
and radial readings. Record readings for radial and angular misalignment.
Observe the participant aligning a pump and motor shaft/coupling by the use of dial indicators and shim
stock. Check the participant's recorded readings for radial and angular misalignment. He/she should
continue to make adjustments to the motor until readings are within acceptable limits.
47. Explain the hydraulic circuit of the top drive (power swivel).
Ask the participant to explain the hydraulic circuits of the top drive (power swivel) system on
his/her rig using hydraulic schematics from manufacturer's service manual. This should include
the counterbalance system and the pipe handler.
Reference Vickers Industrial Hydraulics manual.
48. Explain and show how to perform routine maintenance on the top drive system (power swivel)
or kelly system.
Observe the participant performing routine PMS tasks on the top drive system (power swivel) or
kelly spinner. This should include changing oil, inspecting hoses/fittings and checking
accumulator pressure. If fitted, participant should check and adjust the counterbalance system
pressure. He/she should also adjust the alignment of top drive or kelly to rotary table center. The
end play should be checked on the swivel.
49. Explain and show how to perform routine maintenance on the rotary table and transmission.
Observe the participant performing routine PMS tasks on the rotary table and transmission.
This should include changing oil, coupling alignment, gear backlash and brake condition.
50. Explain and show how to perform routine maintenance on the drawworks.
Observe the participant performing routine PMS tasks on the drawworks. This should include
changing oil, chain and sprocket inspection, cathead inspection, bearing inspection, air clutch
operation and brake band condition. He/she should trace the pneumatic system and fault-find
quick release valves and regulators.
51. Explain and show how to perform routine maintenance on the drawworks brake cooling system.
Observe the participant performing routine PMS tasks on the drawworks brake cooling system. He/she
should trace the cooling system and check for adequate flow. This should include opening up and
cleaning of heat exchangers and tank. Check the cooling water inhibitor concentration.
52. Explain and show how to perform routine maintenance on the iron roughneck.
Observe the participant performing routine PMS tasks on the iron roughneck. This should
include inspecting hoses for chaffing, loose fittings and function testing. Ask the participant
to explain the hydraulic circuit of the iron roughneck on his/her rig.
53. Explain and show how to perform routine maintenance on the pipe racking system.
Observe the participant performing routine PMS tasks on the pipe racking system. This should
include inspecting hoses for chaffing, loose fittings, lifting mechanism and function testing. Ask
the participant to explain the hydraulic circuit of the pipe handler. Follow safe working practices
when working at heights.
54. Explain and show how to perform routine maintenance on the pipe spinner.
Observe the participant performing routine PMS tasks on the pipe spinner. This should
include inspecting hoses for chaffing, loose fittings and function testing. Ask the participant
to explain the pneumatic/hydraulic circuit of the pipe spinner.
55. Explain and show how to perform routine maintenance on the shale shakers.
Observe the participant performing routine PMS tasks on the shale shakers. This should
include inspecting baskets for cracks, loose fasteners, belt adjustment, pulley wear,
lubricating and function testing. Ask the participant to explain how the shaker works.
56. Explain and show how to perform routine maintenance on a mud pump.
Observe the participant performing routine PMS tasks on a mud pump. This should include
changing oil filters, changing of chain and gear case oil, inspection of chains and sprockets,
inspection of bull and pinion gears, checking and recording crosshead clearances, cleaning
water traps and checking run-out of intermediate rods.
57. Explain and show how to perform routine maintenance on a mud tank agitator.
Observe the participant performing routine PMS tasks on a mud tank agitator. This should
include gearbox inspection, changing oil and function testing.
58. Explain and show how to perform routine maintenance on an air hoist.
Observe the participant performing routine PMS tasks on an air hoist. This should include
gearbox inspection, changing oil, adjusting brake(s), checking pedestal and hold-down
bolts condition and function testing.
Observe the participant performing routine PMS tasks on a pedestal crane (offshore operation) or mobile
crane (land operation). This should include adjusting brakes, changing oil, slew bearing rocking/deflection
testing and grease sampling, removing/replacing slew bearing bolts for inspection, and checking boom
winch lock-pawl. Check the prime mover. All functions should be tested. Ask the participant to explain the
hydraulic circuit on a hydraulic pedestal/mobile crane.
60. Explain and show how to perform routine maintenance on an anchor windlass/winch.
Observe the participant performing routine PMS tasks on an anchor windlass/winch. This should
include adjusting brakes, changing oil, inspecting gearbox and function testing. Ask the
participant to explain the hydraulic circuit of an anchor windlass/winch.
61. Explain and show how to perform routine maintenance on a thruster/propulsion unit.
Observe the participant performing routine PMS tasks on a thruster/propulsion unit. This should
include checking cooling system, changing oil, oil sampling for analysis and function testing. Ask
the participant to explain the hydraulic circuit of the pitch and azimuth control.
62. Explain and show how to perform routine maintenance on the skidding system.
Observe the participant performing routine PMS tasks on the Jackup rig’s skidding system.
This should include checking/changing the hydraulic unit’s oil and filters and function testing.
Ask the participant to explain how to set up the system for skidding operations.
63. Explain and show how to perform routine maintenance on the jacking unit.
Observe the participant performing routine PMS tasks on the jacking unit. This should include checking oil,
motor couplings, racks and pinions, shimming devices, rack phase difference and function testing of the
unit. Ask the participant to explain how to set up the system for rig jacking operations.
64. Explain and show how to perform routine maintenance on lifeboats and davits.
Observe the participant performing routine PMS tasks on lifeboats and davits. Before starting
the task, the participant must ensure that the boat is hung-off by the Barge Marine Supervisor.
The routine tasks should include checking/changing oil in lifeboat engine and davit gearbox.
He/she should describe the procedure for strip down and inspection of davit centrifugal brake.
He/she should explain how to test lifeboat release mechanism.
65. Explain and show the safety precautions to be taken when working on the accumulator unit.
Observe the participant isolating and bleeding off the accumulator as per ENG-EMB-415-
01 (BOP Accumulator Unit Isolation and Bleed Down Procedures). This bulletin is found in
the MPP manual.
66. Explain why BOP components should never be field-welded unless performed under
controlled conditions.
Ask the participant why BOP components should never be field-welded unless performed under
controlled conditions. Any heating of the BOP material without the proper specifications for that
material will alter the metal properties that could lead to catastrophic failure of the component.
Ask the participant to explain the controlled conditions for welding on BOP equipment. Certified welder,
manufacturer's approved welding procedure, availability of heat-treating and stress relieving equipment.
Never allow welding of pads on the annular to enable hydraulic jacking open of cap.
67. Explain the operating sequence of a ram type BOP hydraulic circuit.
Ask the participant to explain the sequence of events when a ram BOP function is activated from the
remote panel. He/she should trace a function on a schematic and at the unit. The air or electric valve is
actuated allowing air to flow to the air cylinder which shifts the 3-position 4-way valve allowing regulated
hydraulic fluid to flow to the ram operator. The return fluid from the opposite side of the operating cylinder
is forced back to the reservoir tank through the 3-position 4-way valve.
Ask the participant to describe the normal and maximum ram operating pressures and closing ratio. 1500
psi - normal, 3000 psi - maximum. He/she should describe the closing ratio and what effect this has on
maximum operating pressure relating to wellbore pressure. If the wellbore pressure exceeds a certain
value, one may need to increase the closing pressure to close the rams.
68. Explain the purpose of the weep hole in the ram shaft packing area of the bonnet.
Ask the participant to explain the purpose of the weep hole in the ram shaft packing area of the bonnet. In
the event of ram shaft seal failure, the weep hole will prevent wellbore fluid from entering the operating
cylinder and opening the rams and possibly causing major damage to the bonnet. The participant should
show how to insert plastic packing in the ram shaft emergency packing mechanism.
69. Explain and show the operating sequence of a ram type BOP locking system.
Ask the participant to describe the operating sequence of a ram type BOP locking system on
his/her rig. The participant should explain and show the BOP locking system on the rig.
70. Explain and show how to perform PMS tasks on a ram type BOP.
Observe the participant performing various PMS tasks on the ram type BOPs. This should include opening
bonnets, inspecting bonnet seal grooves, replacing bonnet seals, inspecting bonnets and operating
components, measuring ram cavities and ram blocks and ensuring that measurements are within the
specifications. Lubricate the ram cavity and ram block. Close the bonnets. Apply proper lubricant to bonnet
bolts and torque bolts to the correct value. Ask the participant to explain how to strip down, inspect and
rebuild the bonnet. This includes removing the bonnet from the BOP body, inspecting all internal parts,
replacing the seals, rebuilding the bonnet and testing, and refitting it to the BOP body.
71. Explain and show how to perform PMS tasks on the ram type BOP locking system.
Observe the participant performing PMS tasks on the ram type BOP locking system. The participant
should describe the ram locking mechanisms. In case of a manual type screw-thread lock, the participant
should clean the threads using a wire brush, inspect the thread condition, lubricate and function test. On
an internal system such as wedgelock, ultralock or poslock system, he/she should be able to give a full
explanation of the system operation and carry out related PMS tasks
72. Explain and show the operating sequence of an annular BOP hydraulic circuit.
Ask the participant to explain the sequence of events when an annular BOP function is
activated from the remote panel. He/she should trace a function on a schematic and at the unit
as follows: the air or electric valve is actuated, air flows to the air cylinder which shifts the 3-
position 4-way valve allowing regulated hydraulic fluid to flow to the annular operator. The
return fluid is forced back to the reservoir tank through the 3-position 4-way valve. The fluid
volume for the operation and the closing/opening times should be noted.
73. Explain and show how to perform PMS tasks on an annular BOP.
Observe the participant performing various PMS tasks on the annular BOP. These may include
opening the cap, inspecting the element and changing it if necessary, removing and inspecting
piston, replacing seals, and inspecting cylinder bores. The participant should explain how to
rebuild, function test and pressure test the annular BOP..
74. Explain and show how to perform PMS tasks on a hydraulically operated BOP choke line gate valve.
Observe the participant stripping down the valve, inspecting the gate and seats, inspecting
body's internal sealing surfaces, stripping down and inspecting the hydraulic actuator,
replacing seals and worn parts, reassembling and testing.
75. Explain and show the connections of the high-pressure flexible lines from the BOP to the
choke manifold and kill line.
Observe the participant tracing the high-pressure flexible lines from the BOP to the choke manifold and
kill line. The participant should explain how the system works. Any leaks or possible wear points should
be noted and corrected. Check if the hoses are supported adequately. Verify the pressure ratings of all
components including each union and hose. Ask the participant to show the certification of the hose.
76. Explain and show how to perform PMS tasks on choke manifold valves.
Observe the participant stripping a gate valve, inspecting gate and seats, inspecting the body's
internal sealing surfaces, replacing seals and worn parts, reassembling and testing. Care should
be taken when reinstalling Teflon seals. Identify lead target flanges on the manifold and observe
the participant inspecting and removing the target flange.
Ask the participant why a hole should be drilled through the center of the lead target. A hole should be
drilled through the center of the lead plug to allow venting off any pressure trapped behind the plug.
77. Explain and show how to perform PMS tasks on the choke manifold sensors and gauges
(H2S, non H2S).
The participant should describe how the sensor works. He/she should disassemble the
diaphragm. He/she should identify the valve as H2S or non-H2S trim and explain why this is
important. Show current calibration certification of all gauges. The participant should note any
variations on the choke manifold system gauge readouts.
78. Explain and show the operating sequence of a remote choke hydraulic circuit.
Ask the participant to explain the sequence of events when a remote choke valve is activated
from the remote panel. He/she should trace the functions as follows: the hydraulic valve is
actuated, allowing regulated hydraulic fluid to flow to the remote choke actuator. Note the time it
takes to operate the valve from the fully open to fully closed positions. Observe the participant
adjusting the operating speed of the choke.
Ask the participant to explain how the choke-position indicator works. A low pressure air
regulator mounted on the back of the remote choke actuator sends a variable air signal (3 psi -
fully closed, 23 psi fully open) to the positioning gauge on the remote panel. The participant
should show and explain how to activate the choke in the event of a power failure. Use the
hand-operated hydraulic pump to function the choke.
79. Explain the operation and show how to perform PMS tasks on upper and lower IBOPs.
Ask the participant to explain how the upper and lower IBOPs work. Observe disassembly,
inspection, seal change, re -assembly and pressure test of an IBOP valve.
Ask questions such as: "Give an example of when this valve should be closed?" Anytime the back-flow is
expected or encountered up the drill string. It is not designed to be used as a mud saver valve.
80. Identify different types of hammer unions (by size, pressure rating and sealing mechanism)
and show how to perform PMS tasks on them.
Ask the participant to identify the hammer unions used on the rig. He/she should describe the
union type/size/manufacturer, pressure rating and sealing mechanism. Observe the participant
inspecting the hammer union locks, threads, and sealing surfaces.
Ask the participant to explain the operation of the entire unit from the fluid reservoir to the 3-
position 4-way valves, the interface between various system pressures and remote panel.
Using a schematic, he/she should trace all hydraulic and pneumatic circuits.
Ask the participant to identify the accumulator parts such as: fluid reservoir, reservoir inspection
port(s) and sight glass, suction shutoff valves, pump suction strainers, triplex pumps, air pumps,
intake check valves, outlet check valves, manifold regulator, annular regulator, bypass valve,
pressure transducers, pressure switches, accumulator shutoff and bleed-off valves, 3-position
4-way valves, 1500 psi manifold, 3000 psi manifold and annular manifold.
The participant should show and explain how to troubleshoot accumulator unit and remote panel
problems (malfunctioning transducers, pressure switches and remote panel components).
82. Explain and show how to perform PMS tasks on the accumulator unit.
Observe the participant checking nitrogen pre -charge and charging as required. The participant
should explain the following: how to isolate an accumulator bank, the procedure to change a
bladder, how to adjust gland-packing on pumps. The participant should show how to adjust
triplex and air pump pressure switches and how to rebuild an electric pump fluid end and an air-
operated pump. Observe rebuilding of a 3-position 4-way valve and a pressure control valve.
Obseve the calibration of gauges and adjustment of transducers.
83. Explain the pressure ratings, connection types and applications of BOP hydraulic hose assemblies.
Ask the participant to identify the make of hose, pressure rating, construction, crimp fitting style
(skived - non-skived), and crimping procedure.
84. Show how to read and interpret accumulator unit hydraulic and pneumatic schematic symbols.
Ask the participant to read and interpret accumulator unit hydraulic and pneumatic schematic
symbols such as pumps, check valves, motor, 3-position 4-way manipulator valve, regulators,
flow-meter, pneumatic and hydraulic lines, pressure switches.
85. Show how to set the accumulator unit pump pressure switches (pneumatic and electric).
Ask the participant to explain the required settings of the triplex and air operated pumps. For
example triplex pumps should kick in at 90 percent of maximum working pressure (2700 psi)
and kick out at 3000 psi. The air pump should kick in at 2650 psi and kick out at 2950 psi.
86. Explain and show how to maintain the BOP handling system.
Ask the participant to explain how the BOP handling system works and how to maintain it. This
should include the load capacity, the type and operation of the system. Observe the participant
performing PMS tasks on the BOP handling system. This should include servicing the load cell,
lubricating the hoist mechanism and the track.
Observe the participant performing routine PMS tasks on a forklift. This should include
adjusting the brakes, changing oil, checking the prime mover, and inspecting the mast and
components for wear and damage. Visually check for hydraulic leaks and condition of wheels
and tires and steering mechanism. The forklift should be test run and all functions tested.
88. Explain and show how to perform routine maintenance on a mobile crane.
Observe the participant performing routine PMS tasks on a mobile crane. This should include adjusting
brakes, changing oil, testing slew bearing rocking/deflection and grease sampling, removing/replacing slew
bearing bolts for inspection, checking of boom winch lock-pawl, checking outriggers, inspecting wheels and
tires and steering mechanism. Visually check the engine. All functions should be tested. Ask the participant
to explain the hydraulic circuit on the hydraulic mobile crane.
89. Explain and show how to perform routine maintenance on a utility truck.
Observe the participant performing routine PMS tasks on a utility truck. This should include checking
and servicing the following: engine, brakes, transmission and differential, fluid levels, wheels, tires,
steering mechanism, body components and seatbelts. The vehicle should be road tested.
Ask questions such as: "What are the primary reference documents for the PMS system?"
Maintenance Policies and Procedures (MPP) manuals.
"How are specific PMS tasks generated?" MPP manuals contain Equipment Maintenance Standards
(EMS). The EMS contains basic generic checklists and instructions for equipment maintenance. The rig
generates its own rig specific/equipment specific PM tasks based on the EMS.
"What would happen if a task is still pending at the end of the scheduled due-date?" It is
carried over and prioritized in the next maintenance period.
"What would you do if a completed task showed that remedial work was required?" Generate
a JCF for the remedial work.
Reference MPP Manual, Property Symbolization Book of Codes
Observe the participant starting a computer and opening Windows Explorer to access a file.
Ask the participant to create a new Word or Excel document, print and save it. He/she should
demonstrate how to log onto the local area network (LAN) if installed on his/her rig and transfer
files between different computers.
The participant should extract the EFN, group and sub-group figures for key equipment using
the PSS book of codes.
93. Show how to use the Computer Aided Maintenance Management (CAMM) system.
Observe the participant logging on to CAMM. He/she should demonstrate how to create a new Job
Control Form (JCF), process and close an existing JCF. Have the participant open a JCF created by the
scheduler and print out the associated Preventive Maintenance (PM) task. The participant should extract
and print the scheduled PM tasks for the upcoming month and check for backlogged PM tasks. The
participant should do a history search on a particular piece of equipment.
Ask the participant to find the SCN (IPMCatalogue Number) for a particular part. He/she should check
the stock status of an item and explain the minimum and maximum order point system.
Ask the participant to explain his/her role in training rig personnel. This includes providing guidance and
teaching subordinates. The participant should help others complete their modular training tasks and
develop day to day technical skills. For training to be effective some general guidelines are: 1) prepare the
worker by stating the job and finding out what he/she already knows, 2) presenting the operation by telling,
showing and illustrating one step at a time, 3) test their performance by having him/her do the job and ask
questions as the job is performed, 4) and follow-up on the job after putting him/her on the task. Check
frequently and encourage questions.
Ask the participant to explain his/her role in people management. This includes scheduling and
organizing personnel, working with other departments and leading by example.
Reference SFMT-MGT book.
97. Show how to make an efficient hand-over.
Review the participant's hand-over notes. These notes should be brief and concise. They should include
sufficient information for the 'relief' to carry on the job(s) smoothly. They should give a good overview of
what has been done during his/her time on the rig. The participant should take time to explain ongoing
operations, any special precautions, and/or any equipment out of service or malfunctioning.
Ask the participant to go through the Company's standard performance appraisal form and
explain the various fields.
Ask questions such as: "Why should there be three monthly reviews of objectives and
performance?" So that the person appraised can review his/her progress with the appraiser and
be given an adequate chance to improve his/her performance if necessary.
"Why is it important to have the employee's comments on the form?" To ensure that the
employee and appraiser agree on the issues addressed in the appraisal or to bring out any
contested issues (differences of opinion).