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OCCUPATIONAL STANDARD
INSTRUMENTATION AND
CONTROL SERVICING
NTQF Level III
Ministry of Education
May 2011
Introduction
The Ethiopia Occupational Standards (EOS) is the core element of the Ethiopian
National TVET-Strategy and an important factor within the context of the National
TVET Qualification Framework (NTQF).They are national Ethiopia standards, which
define the occupational requirements and expected outcome related to a specific
occupation without taking TVET delivery into account.
This document details the mandatory format, sequencing, wording and layout for the
Ethiopia Occupational Standard which comprised of Units of Competence.
Together all the parts of a Unit of Competence guide the assessor in determining
whether the candidate is competent.
1. Plan and 1.1 Installation is planned and prepared to ensure OH&S policies
Prepare and procedures are followed, the work is appropriately
Installation sequenced in accordance with requirements
work 1.2 Work instructions are read and interpreted to determine job
requirements.
1.3 Tools, equipment and testing devices needed to carry out the
installation work are selected in accordance with established
procedures and checked for correct operation and safety.
1.4 Materials necessary to complete the work are obtained in
accordance with job requirements.
2. Install 2.1 Appropriate personal protective equipment is worn in line
instrumentatio with standard operating procedures.
n and control 2.2 OH & S policies and procedures for installation are
devices followed in line with the requirements.
2.3 Instrumentation and Control standards are followed in line
with the job requirements.
2.4 Devices are installed in accordance with manufacturer’s
instructions, requirements, and without damage to the
surrounding place or environment
2.5 Unplanned events or conditions are responded to in
accordance with established procedure
3. Test installed 3.1 Installed devices are initially inspected for completeness
instrumentatio before formal functional tests are conducted
n and control 3.2 Devices are tested functionally in accordance with standard
devices procedures.
3.3 Final inspections are undertaken to ensure that the installed
devices conforms to technical requirements.
3.4 Report on installation and testing of equipment including as
built-in design is prepared according to company’s
procedures/policies
4. Clean-up 4.1 Work site is cleaned and cleared of all debris and left safe in
accordance with the company requirements
4.2 Tools and equipment are cleaned and properly stored
1. Plan and 1.1 OH & S policies and procedures are followed in line with job
prepare for requirements
diagnosis of 1.2 Instrumentation and Control standards are followed in line
faults of with the job requirements
instrumentatio
n and control 1.3 History cards and relevant information are gathered and
systems analyzed
1.4 Materials necessary to complete the work are obtained in
accordance with established procedures and checked
against job requirements
1.5 Tools, equipment and testing devices needed to carry out
the work are obtained in accordance with established
procedures and checked for proper operation and safety
1.6 Appropriate personnel are consulted to ensure that the work
is effectively coordinated
1.7 Instrumentation and control systems defects are checked
against job requirements
1.8 Diagnosis of faults is planned and prepared in line with job
requirements
2. Diagnose 2.1 Appropriate personal protective equipment is used in line
faults of with standard procedures.
instrumentatio 2.2 Faults or problems in the instrumentation and control
n and control systems are diagnosed according to requirements and in
systems line with the standard procedures
2.3 Contingency measures are managed during unplanned
events or conditions are responded to in accordance with
established procedures
2.4 Faults diagnosis results are recorded
3. Rectify/correct 3.1 Appropriate personal protective equipment is used in line
defects in with standard procedures
instrumentatio 3.2 Systems and associated equipment are isolated where
n control necessary, in accordance with established procedures
devices and
systems 3.3 Adjustments, if necessary are made in accordance with
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established procedures
3.4 Defective components or parts are replaced or corrected
without damage to the surrounding environment or services
3.5 Unplanned events or conditions are responded to in
accordance with established procedures
3.6 Rectified/corrected defects/ malfunctions and replaced
components and measures taken are recorded
4. Test 4.1 Instrumentation & control systems are tested to ensure safe
corrected operation.
instrumentatio 4.2 Instrumentation & control systems are tested using standard
n and control testing procedures
systems
4.3 Unplanned events or conditions are responded to in
accordance with established procedures
4.4 Test results are recorded
4.5 Reports are prepared and completed according to company
policy
Variable Range
OHS policies OHS guidelines
and procedures Ethiopian environmental protection proclamations, regulations
and standards
Instrumentation Includes but not limited to:
and Control Ethiopian building code standard EBCS -10 and EBCS-11,
Standards various Ethiopian ES on electrical materials and standards
Regulations for consumers’ electrical installations, 1969, issued
by Ethiopian Electric Light and power Authority (EELPA), (now
EEPCo)
OIML (International Organization for Legal Metrology)
Standards) or ES
ISA (Instrumentation, Systems and Automation) Society
(formerly Instrument Society of America)
ANSI(American National Standards Institute)
ASME (American Society of Mechanical Engineers)
NEC (National Electrical Code)
Materials Include but not limited to:
Sealing materials
Pipes/tubes & fittings
Wires and cables
Tools Include but not limited to:
cutter
shaper
drill
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threading tool (assorted)
tapping
pliers (assorted)
screw drivers (assorted)
soldering iron/gun
wrenches
Equipment/ Equipment and testing devices include but not limited to:
testing devices communication equipment (e.g. 2-way radio, cell phone)
configuration or programmer
multi-meter
calibrators
signal generators and signal simulators
oscilloscope
Various instruments and control devices
Instrumentation Include a combination of the following but not limited to:
and Control pressure measurement and control loop
Systems level measurement and control loop
flow measurement and control loop
temperature measurement and control loop
analytical measurement and control loop
Personal Includes the following but not limited to:
protective ear muffs/plugs safety shoes
equipment goggles/glasses/face safety belt/ harness
shield mask
safety hat gloves
safety apparel/suit
Faults or mechanical electronics
problems electrical computer-based
Evidence Guide
Critical Aspect Assessment requires evidence that the candidate:
of Competence interpreted work instructions according to job requirements
accurately diagnosed the defects in the instrumentation and
control systems
properly adjusted/corrected the instrumentation & control
systems identified
evaluated diagnosed results and rectified/ corrected systems
checked the diagnosed & corrected systems to insure safety
documented the tasks undertaken
followed OH & S procuders
Underpinning Includes but not limited to:
Knowledge Occupational health and safety
Instrumentation & Control standards
Use of tools
Mathematical calculations
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Electrical theory
Electronics theory
Use of test equipment and calibrators
Wiring techniques
Drawing interpretation
Soldering techniques
Principles of Instrumentation
Process variable measurements (pressure, level, flow,
temperature, analysis, etc.)
Process Control Theory
Process Control System (single-loop & multi-loop controllers,
DCS, DAS, SCADA, etc)
Sensors, transmitters, transducers & converters
Programmable logic controllers
Control valves and final control elements
Computer operations
Process and machinery operation
Preventive & predictive maintenance procedures
Underpinning Reading skills required to interpret work instructions
Skills Communication skills needed to interpret and define work
procedures
Selection & use of proper tools & equipment
System diagnostics & troubleshooting skills
Problem solving in unplanned events.
Resource Includes but not limited to:
Implication Workplace location
instrumentation & control devices
tools, test equipment, calibrators, configurator or programmer
materials and PPE
technical manuals
instrumentation & control drawings
Method of Competence may be assessed through:
Assessment Interview / oral questioning / written exam
Demonstration/Observation
Context of Assessment may be conducted in the workplace or in a simulated
Assessment work environment
Variable Range
Evidence Guide
1. Plan and 1.1 OH& S policies and procedures are observed in line with
prepare for job requirements.
configuration 1.2 Configuration is planned and prepared in line with job
requirements.
1.3 Instrumentation and control devices configured are identified
based on the Job/Service Order or instructions
1.4 Instrumentation and Control standards are conditioned
according to plan or standards in line with the job
requirements
1.5 Instrumentation and control devices for configuration are
checked against specifications and requirements.
1.6 Materials necessary to complete the work are obtained in
accordance with established procedures and checked
against job requirements.
1.7 Tools, equipment and testing devices needed for
configuration of the instrumentation and control devices are
obtained and checked for correct operation and safety
2. Configure 2.1 Appropriate personal protective equipment is used and
instrumentatio OHS policies and procedures are followed
n and control 2.2 Normal functioning systems and components are checked in
devices accordance with manufacturer’s instructions
2.3 Fault/s or problem/s in the device is/are diagnosed in line
with the standard operating procedures.
2.4 Instrumentation and control devices are configured in line
with the standard operating procedures.
2.5 Unplanned events or conditions are responded to in
accordance with established procedures
3. Inspect and 3.1 Configured devices are initially inspected for accurateness
test configured before final functional tests are conducted
instrumentatio 3.2 Final inspections are undertaken to ensure that the
n and control configuration done on the devices conforms with the
devices manufacturer’s instruction/ manual
3.3 Instrumentation and control devices are checked to ensure
safe operation
Variable Range
Evidence Guide
1. Plan and 1.1 Maintenance or repair work is planned and prepared in line
prepare for with job requirements.
maintenance/ 1.2 OHS policies and procedures are followed in line with job
repair requirements.
1.3 Instrumentation and Control standards are identified in
line with job requirements
1.4 Instrumentation and control devices to be maintained or
repaired are identified based on job/service order or
instructions
1.5 Instrumentation and control devices for maintenance or
repair are checked against specifications and requirements.
1.6 Materials necessary to complete the work are obtained in
accordance with established procedures and checked
against job requirements.
1.7 Tools, equipment and testing devices needed for the
maintenance/repair are obtained and checked for correct
operation and safety
2. Maintain 2.1 Normal function of instrumentation and control device is
instrumentatio checked in accordance with manufacturer’s instructions &
n and control standard procedures.
devices 2.2 Scheduled/periodic maintenance is performed in
accordance with manufacturer’s requirements
2.3 Necessary adjustments, replacement of components or
parts of instruments, control devices and correction
measures are responded appropriately.
2.4 Unplanned events or conditions are responded to in
accordance with established procedures
2.5 Appropriate personal protective equipment is used as per
OHS procedure.
3. Repair 3.1 Normal function of instrumentation and control devices is
instrumentatio checked in accordance with manufacturer’s instructions.
n and control 3.2 Fault/s or problem/s in system or component is/are
devices diagnosed in line with the standard operating procedures.
3.3 Necessary adjustments including calibrations and other
correction measures are responded appropriately
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3.4 Unplanned events or conditions are responded to in
accordance with established procedures
3.5 Appropriate personal protective equipment is used in line
with standard procedures.
4. Inspect and 4.1 Instruments and control devices are checked/ inspected to
test ensure safe operation
maintained/ 4.2 Conduct appropriate functional test(s) and inspection to
repaired ensure that the testing conducted on the device conforms
instrumentatio with the manufacturer’s instruction/manual
n and control
devices 4.3 Test results are recorded in Instrument/ control devices
history cards
4.4 Report is prepared and completed according to company
requirements
5. Clean-Up 5.1 Work site is cleaned and cleared of all debris and left in
safe condition in accordance with company procedures
5.2 Tools and equipment are cleaned and stored to their proper
places
Variable Range
Evidence Guide
1. Plan and 1.1 OH& S policies and procedures are observed in line with
prepare for job requirements.
installation 1.2 Work instructions are read and interpreted to determine job
requirements.
1.3 Tools and testing devices needed to carry out the
installation work are selected in accordance with established
procedures and checked for correct operation and safety.
1.4 Materials and components necessary to complete the work
are obtained in accordance with job requirements.
2. Install/Test 2.1 Appropriate personal protective equipment is worn in line
field and with standard operating procedures.
control devices 2.2 Occupational Health and Safety policies and procedures
for installation are followed in line with the job requirements.
2.3 Devices are installed and tested in accordance with
manufacturer’s instructions and requirements
2.4 Report on installation and testing of equipment is prepared
according to company’s procedures/policies.
2.5 Unplanned events or conditions are responded to in
accordance with established procedures
3. Create/Modify, 3.1 Appropriate language is used according to applications.
install and test 3.2 Created/modified PLC program is tested / run to ensure all
basic PLC syntax errors are corrected.
program
3.3 Test processes are reviewed to ensure defect-free PLC
program.
3.4 External documentation and back-up programs required for
users are created/prepared according to company
standards.
4. Clean-up 4.1 Work site is cleaned and cleared of all debris and made
safe in accordance with the company requirements
4.2 Tools and equipment are cleaned and stored to their proper
places
Variable Range
Evidence Guide
1. Plan and 1.1 OH S policies and procedures are followed in line with job
prepare to requirements.
undertake 1.2 Start-up and commissioning procedures of
start-up and instrumentation and control systems are checked
commissionin against specifications and requirements
g process
1.3 Tools, equipment and testing devices needed to carry
out the start-up commissioning work are obtained in
accordance with established procedures and checked for
correct operation and safety.
1.4 Materials necessary to complete the work are obtained in
accordance with job requirements
1.5 Instrumentation and Control standards are followed in
line with job requirements
1.6 Start-up & Commissioning procedures are planned and
prepared in line with job requirements.
2. Start-up and 2.1 Appropriate personal protective equipment is used in line
commission with standard procedures.
instruments 2.2 Initial inspection is performed and compliances checked
and control before startup commissioning
devices
2.3 A step by step start-up and commissioning is done using
specified procedures
2.4 Work is performed in accordance with requirements without
damage to the surrounding environment or services
2.5 Unplanned events or conditions are responded to in
accordance with established procedures
2.6 Correction orders are documented and appropriate
personnel are notified, If major defaults occurred
2.7 Start-up and commissioning results are recorded
3. Check 3.1 Commissioned systems are verified according to
commissione established procedures and standards
d systems 3.2 Commissioned systems are checked to ensure safety
and
equipment 3.3 Unplanned events or conditions are responded to in
accordance with established procedures.
3.4 Report is prepared and completed according to the
Variable Range
OH & S policies OH & S guidelines
and procedures Ethiopian environmental protection proclamations, regulations
and standards
Instrumentation Includes but not limited to:
and Control Ethiopian building code standard EBCS -10 and EBCS-11,
Standards various Ethiopian ES on electrical materials and standards
Regulations for consumers’ electrical installations, 1969,
issued by Ethiopian Electric Light and Power Authority
(EELPA), (now EEPCo)
OIML (International Organization for Legal Metrology)
Standards) or ES
ISA (Instrumentation, Systems and Automation) Society
(formerly Instrument Society of America)
ANSI(American National Standards Institute)
ASME (American Society of Mechanical Engineers)
NEC (National Electrical Code)
Instrumentation Include a combination of the following but not limited to:
and Control Pressure measurement and control loop
Systems Level measurement and control loop
Flow measurement and control loop
Temperature measurement and control loop
Analytical measurement and control loop
Tools Tool set includes but not limited to:
Pliers (assorted)
Screw drivers (assorted)
Soldering iron/gun
Wrenches
Equipment/testing Includes but not limited to:
devices Communication equipment (e.g. 2-way radio, cell phone)
Configurator or programmer
Multi-meter
Calibrators
Signal simulators
Various instruments and control devices
Materials Include but not limited to:
Sealing materials
Pipes/tubes & fittings
Wires and cables
Personal Includes but not limited to:
protective Ear muffs/plugs Safety apparel/suit
equipment Safety belt/harness
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Goggles/glasses/face Safety shoes
shield Mask
Safety hat
Gloves
Evidence Guide
1. Plan and 1.1 Required tools, materials and equipment are prepared in the
prepare worksite.
training 1.2 Stage of development is determined from discussion with the
activities service technician, observation of the service technician
and/or a formal assessment being carried out
1.3 Measures are taken to ensure that the service technician
understands OH&S requirements and safe working
procedures and practices for the particular worksite and the
activities to be undertaken
1.4 Preparation for particular training includes deciding which
activities are to be undertaken by the service technician and
the level of supervision is planned
1.5 Confirmation from the service technician is sought regarding
the level of understanding of the training activity to be
performed
2. Guide/mentor 2.1 Operator is provided with clear instructions on the work to be
users done and the respective responsibilities associated with the
work and others who are involved
2.2 Operator is guided/mentored
2.3 Stage check is made at a level appropriate to the stage of
development in accordance with industry standards
2.4 Measures are taken to ensure that the user completes
relevant documentation of the work performed in accordance
with established procedures
3. Document 3.1 Operator’s progress is monitored in accordance with
and provide established procedures and documentation requirements
feedback 3.2 Work activities and assessment undertaken are documented
and verified in accordance with established procedures
3.3 Assessment feedback is provided to service technician and
training evaluation report is submitted to responsible person
Variable Range
Evidence Guide
1. Assess quality 1.1 Work instructions are obtained and work is carried out in
of received accordance with standard operating procedures
equipment 1.2 Received equipments are checked against manufacturer’s
specifications
1.3 Faulty equipment is identified, isolated and reported
1.4 Faults and any identified causes are recorded and/or
reported in accordance with company procedures
1.5 Faulty equipment are recommended for replacement or
returned to supplier following standard procedures
2. Assess quality 2.1 Information on the quality and other indicators of production
of service performance is documented in accordance with workplace
procedures
2.2 Completed work is checked against documented workplace
standards relevant to the task undertaken
2.3 Faulty items or below standard services are identified and
corrected
2.4 Deviations from specified quality standards and its causes
are documented and reported in accordance with the
organization standards operating procedures
3. Engage in 3.1 Process improvement procedures are participated in
quality relation to workplace assignment
improvement 3.2 Work is carried out in accordance with process
improvement procedures
3.3 Performance of operation or quality of product or service to
ensure customer satisfaction is monitored
Variable Range
Evidence Guide
Variable Range
Evidence Guide
Critical aspects of Demonstrates skills and knowledge to:
Assessment Dealt with a range of communication/information at one time
Made constructive contributions in workplace issues
Sought workplace issues effectively
Responded to workplace issues promptly
Presented information clearly and effectively written form
Used appropriate sources of information
Asked appropriate questions
Provided accurate information
Underpinning Demonstrates knowledge of:
Knowledge and Organization requirements for written and electronic
Attitudes communication methods
Effective verbal communication methods
Underpinning Demonstrates skills to:
Skills Organize information
Understand and convey intended meaning
Participate in variety of workplace discussions
Comply with organization requirements for the use of written
and electronic communication methods
Resources The following resources must be provided:
Implication variety of information, communication tools, simulated workplace
Assessment Competence may be assessed through:
Methods Interview
Observation/Demonstration
Context of Competence may be assessed in the work place or in a
Assessment simulated work place setting
1. Provide team 1.1 Work requirements are identified and presented to team
leadership members
1.2 Reasons for instructions and requirements are
communicated to team members
1.3 Team members’ queries and concerns are recognized,
discussed and dealt
2. Assign 2.1 Duties and responsibilities are allocated having regard to the
responsibilities skills, knowledge and aptitude required to properly undertake
the assigned task and according to company policy
2.2 Duties are allocated having regard to individual preference,
domestic and personal considerations, whenever possible
3. Set 3.1 Performance expectations are established based on client
performance needs and according to assignment requirements
expectations 3.2 Performance expectations are based on individual team
for team members duties and area of responsibility
members
3.3 Performance expectations are discussed and disseminated
to individual team members
4. Supervised 4.1 Monitoring of performance takes place against defined
team performance criteria and/or assignment instructions and
performance corrective action taken if required
4.2 Team members are provided with feedback, positive
support and advice on strategies to overcome any
deficiencies
4.3 Performance issues which cannot be rectified or addressed
within the team are referenced to appropriate personnel
according to employer policy
4.4 Team members are kept informed of any changes in the
priority allocated to assignments or tasks which might impact
on client/customer needs and satisfaction
4.5 Team operations are monitored to ensure that employer/
client needs and requirements are met
4.6 Follow-up communication is provided on all issues affecting
the team
4.7 All relevant documentation is completed in accordance with
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company procedures
Variable Range
Work client profile
requirements assignment instructions
Team member’s
concerns roster/shift details
Evidence Guide
Critical aspects Demonstrates skills and knowledge to:
of Competence maintained or improved individuals and/or team performance
given a variety of possible scenario
assessed and monitored team and individual performance
against set criteria
represented concerns of a team and individual to next level of
management or appropriate specialist and to negotiate on their
behalf
allocated duties and responsibilities, having regard to
individual’s knowledge, skills and aptitude and the needs of the
tasks to be performed
set and communicated performance expectations for a range of
tasks and duties within the team and provided feedback to
team members
Underpinning Demonstrates knowledge of:
Knowledge and company policies and procedures
Attitudes
relevant legal requirements
how performance expectations are set
methods of monitoring performance
client expectations
team member’s duties and responsibilities
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Underpinning Demonstrates skills to:
Skills communication skills required for leading teams
informal performance counseling skills
team building skills
negotiating skills
Resources Access to real or appropriately simulated situations, including
Implication work areas, materials and equipment, and to information on
workplace and OHS practices.
Resources access to relevant workplace or appropriately simulated
Implication environment where assessment can take place
materials relevant to the proposed activity or task
Assessment Competence may be assessed through:
Methods Interview / Oral questioning / Written Test
Observation/Demonstration
Context of Competence may be assessed in the work place or in a simulated
Assessment work place setting
Variables Range
Data required Organization capability
includes: Appropriate business structure
Level of client service which can be provided
Internal policies, procedures and practices
Staff levels, capabilities and structure
Market, market definition
Market changes/market segmentation
Market consolidation/fragmentation
Revenue
Level of commercial activity
Expected revenue levels, short and long term
Revenue growth rate
Break even data
Pricing policy
Revenue assumptions
Business environment
Economic conditions
Social factors
Demographic factors
Technological impacts
Political/legislative/regulative impacts
Competitors, competitor pricing and response to pricing
Competitor marketing/branding
Competitor products
Competitive Services/products
advantage Fees
includes: Location
Timeframe
Objectives Specific
should be Measurable
'SMART' , that Achievable
industry, academe and government agencies who donated their time and expertise
Education (MoE) and Engineering Capacity Building program (ECBP) who made the
This occupational standard was developed on May 2011 at Addis Ababa, Ethiopia.