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Instrument Technician Level 2 (Proficient)

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Module

Topic/Workbook

Lessons

1

Basic Math

Purpose & Role of KSA Assurance Program

Instrumentation Math Verification

Instrumentation Math Concepts

2

Basic Electricity (Proficiency Level)

Electrical Parameters & Ohm’s Law

Series & Parallel Concepts

Basic Electrical Measurements

Basic Electrical Components (ID, troubleshooting)

Basic Industrial Electronics (theory, troubleshooting)

Electrical Troubleshooting (TBD)

3

Essential I&C References (Proficiency Level)

Process & Instrument Diagrams (P&ID's) - Proficiency Knowledge & Abilities

Instrument Loop Diagrams (ILD's) - Proficiency Knowledge & Abilities

Instrument Spec & Data Sheets - Proficiency Knowledge & Abilities

4
Instrumentation Signals & IO Connections (Proficiency Level)

Analog Signals (4-20mA AIO theory, conversions, etc.) - Applied Proficiency

IO Connections (Sink/Source, 2/3/4 wire devices, etc.) - Applied Proficiency

Analog Signals (Hookups, troubleshooting, diagnostics, etc.) - Applied Proficiency

Digital Signals (Hookups, troubleshooting, diagnostics, etc.) - Applied Proficiency

5

Instrument Functionality, Including SMART instruments
(Proficiency Level)

SMART Instrumentation - Proficiency level knowledge & abilities

Common Transmitter Functions & Features - Proficiency level knowledge & abilities

HART Communications - Proficiency level knowledge & abilities

FieldBus (FF, ModBus, ProfiBus. ModBus, DeviceNet, etc.) - Basic Knowledge and familiarity of uses and resources

Transmitter Revisions, HART DD files - Basic knowledge and ability to find/load as needed.

6

Calibration Fundamentals (Proficiency Level)

Calibration Program Concepts & Terminology - Proficiency knowledge & ability to apply concepts

Common Types of Instrumentation Calibration Errors - Proficiency knowledge & ability to apply concepts

Instrumentation Errors & Accuracy (including Calculations) - Proficiency knowledge & ability to apply concepts

Typical Calibration Procedures, Forms, and Record Keeping - Proficiency knowledge & ability to apply concepts

7
Core Instrumentation Test Equipment (Proficiency Level)

Process Meters (Fluke 789, etc.) - Mastery level abilities

AMS TREX Communicator - Mastery level abilities

Online AMS / FDM or other Smart Instrument Monitoring or I&C Maintenance Mgmt System - Basic Knowledge & Abilities

8

"Explosion & Ignition Prevention
(Proficiency Level)"

Standards - Hazardous Area Classifications - Proficiency level knowledge

Standards - CompEX / NFPA 70E - Basic Knowledge

Protection - Instrument Glands & Seals - Proficiency level Knowledge & abilities

Protection - Ignition Barriers (Non-incendive Barriers & Intrinsically Safe Barriers – Site Specific) - Proficiency level knowledge & abilities

9
Temperature Measurement (Proficiency Level)

Temperature Measurement - General Info & Principles - Proficiency level knowledge & abilities

RTD Sensors - Proficiency level knowledge & abilities

Thermocouple Sensors - Proficiency level knowledge & abilities

10
Pressure Measurement
(Proficiency Level)

Pressure & DP Measurement – General Info & Principles - Proficiency level knowledge & abilities

11
Level Measurement (Proficiency Level)

General Level Measurement Principles - Proficiency level knowledge & abilities

DP Based Level Measurement - Proficiency level knowledge & abilities

Radar & GWR Level Measurement - Proficiency level knowledge & abilities

Magnetostrictive Level Measurement

Ultrasonic Level Measurement - Proficiency level knowledge & abilities

Other Level Technologies - Proficiency level knowledge & abilities

12

DP Based Flow Measurement

Coriolis Flowmeters

Ultrasonic Flowmeters

Vortex Flowmeters

Magnetic Flowmeters

Turbine Flowmeters

Positive Displacement Flowmeters

13
Piping & Tubing Integrity (Proficiency Level)

Compression & Screwed Fittings - Proficiency level knowledge & abilities Verification

Bolted Joints & Flanges (Instrumentation Specific) - Proficiency level knowledge & abilities Verification

14
Isolation Valves
(Proficiency Level)

Pneumatic Controls - Proficiency level knowledge & abilities

Hydraulic Basics - Proficiency level knowledge & abilities

Isolation Valves, Actuators, and Position Indicators (General) - Proficiency level knowledge & abilities

Shutdown/Blowdown Valve Details - Proficiency level knowledge & abilities

15
Control Valves (Proficiency Level)

Control Valve Bodies (include Gen Theory) - Proficiency level knowledge & abilities

Control Valve Actuators (Include I/P, Boosters, Air supply) - Proficiency level knowledge & abilities

Control Valve Positioners (Include Position Sensors) - Proficiency level knowledge & abilities

Choke Valves - Proficiency level knowledge & abilities

16
Process Control
(Proficiency Level)

Process Control Theory - Basic level knowledge & abilities

Process Control Problem Solving and Troubleshooting - Basic level knowledge & abilities

Process Control Tuning - Basic awareness & familiarity (Assist with loop tuning and optimization efforts)

17
Fire & Gas Detection
(Proficiency Level)

Flame Detection - Proficiency level knowledge & abilities


Fusible Links (TSE Loops) - Proficiency level knowledge & abilities

Point Gas Detection - Proficiency level knowledge & abilities

Line of Sight Gas Detection - Proficiency level knowledge & abilities

Heat Detection - Proficiency level knowledge & abilities

Smoke Detection - Proficiency level knowledge & abilities

Manual Pull Stations - Proficiency level knowledge & abilities

18
Integrated Control & Safety Systems
(Proficiency Level)

Control System Architecture - Basic knowledge and recognition of parts of typical ICSS.

ICSS Digital Security (Basics - for Instrument Techs) - Proficiency level knowledge and abilities

Fire Panels & Fire Detection Network - Proficiency level knowledge & abilities

PAGA Systems - Proficiency level knowledge & abilities

UPS Systems - Proficiency level knowledge & abilities

Low Volt Starters & Relays - Basic Knowledge and Basic HW Troubleshooting Abilities

High Volt Relays - Basic Knowledge and Basic HW Troubleshooting Abilities

Variable Frequency / Variable Speed Drives - Basic Knowledge and Basic HW Troubleshooting Abilities

PLC Systems (Hardware Troubleshooting) - Basic Knowledge and Basic HW Troubleshooting Abilities

DCS Systems (Hardware Troubleshooting) - Basic Knowledge and Basic HW Troubleshooting Abilities

Vibration Monitoring (Hardware Troubleshooting) - Basic Knowledge and Basic HW Troubleshooting Abilities

Misc. Critical Control Systems - As applicable - Per site / situation)

19
Process Safety
(Proficiency Level)

Process Safety - Interpretation and Issue Recognition

Safety Instrumented Systems (SIS) - Proficiency KSA

MoC Procedures

Alarm Management - Proficiency KSA

Management of Bypasses & Overrides

Safety Instrumented Systems (SIS) - I&C Proficiency KSA

Shutdown & Blowdown Hierarchy

Safety Logic Diagrams

Cause & Effects Diagrams