Competency Pathways - Control Systems · 2019. 5. 23. · Competency Pathways - Control Systems . Version 1.0 . Issued date: 08 July 2015 . ... are performance based to create opportunities
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Appendix A Control systems function life cycle model ............................................................. 12
Appendix B Control systems infrastructure design and construct competency pathways summary ...................................................................................................................................... 13
Appendix C Control systems infrastructure design and construct competency standard ... 16
C.1. Control system infrastructure design and construct generic competencies ............................ 16
C.2. Range of variables ............................................................................................................................ 35
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Pathway Level Qualifications and Prerequisites
Desi
gner
Chec
ker /
Re
view
er
and
Desi
gn /
Ve
rifie
r
Cons
truc
tor /
In
stal
ler
Appropriate qualification for example; Certificate IV qualification in electrical, communication, rail signalling or similar technology
O O O
Appropriate qualification for example; tertiary qualification in electrical, communication, rail signalling or similar technology
O O O
Professional membership (RPEQ or equivalent - electrical, IT, control systems, or telecommunications)
O O O
Work under guidance of competent person to confirm competence.
A A A
3 Transferable skills
Mentorship program with existing AEO under guidance of fully competent designer
M M M
Competency assessment to demonstrate meeting evidence criteria in Appendix C*
M M M
Appropriate qualification for example; Certificate IV qualification or international equivalent in electrical, communication, rail signalling or similar technology
O O O
Appropriate qualification for example; tertiary qualification or international equivalent in electrical, communication, rail signalling or similar technology
O O O
Professional membership (RPEQ or equivalent – electrical, IT, control systems, or telecommunications)
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Appendix C Control systems infrastructure design and construct competency standard
See Section C.1 for competency standard and Section C.2 for the range of variables to guide
the user to domain and product knowledge or other items which may be relevant. Refer to
TfNSW Competency Guidelines and Glossary for further guidance on how to use Appendix C.
C.1. Control system infrastructure design and construct generic competencies Competency standards for design and construct for control systems infrastructure are shown
in Table 2, below. Differing levels of responsibility apply from designer through to
checker/verifier. The evidence criteria described may be the same across different function,
however the proficiency levels should be considered. Assessor’s must seek evidence to reflect
the size and complexity of the work being undertaken to ensure the candidate has the breadth
of experience and expertise to enable them to carry out that function in a competent manner.
Table 2 – ASA control system infrastructure design and construct generic competencies
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
1 Establishes design assurance requirements
1.1 Identifies and consults all stakeholders relevant to the project scope, and identifies impact to other projects.
Y Y Y N N 3
1.2 Ensures the document package is current, complete, applicable, accurate, and clear and where there are discrepancies take corrective action.
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
1.3 Identifies, documents and schedules activities required to complete the work.
Y N N Y N 1, 2, 4, 12
1.4 Maintains quality of documents through records management throughout the project life
Y Y Y Y N 2, 4, 5, 13
2 Establishes control systems documentation
2.1 Creates concept and feasibility documents including supporting evidence for design decisions.
Y Y Y N N 2, 4, 13
2.2 Interprets and analyses project scope, relevant Functional and Interface Specifications, other documents determining the impacts of the project on existing control systems and respective interfaces as well as existing projects.
Y Y Y N N 2, 3, 4, 13
2.3 Identifies applicable AEO processes and procedures, relevant standards to the project scope, gaps in the relevant standards and addresses gaps as a risk and mitigates as appropriate and compliant.
Y Y Y Y N 1, 2, 12
2.4 Identifies system hazards, updates existing or creates new hazard logs including hazard mitigations and determines impacts on the project
Y Y Y N N 2, 3, 4, 13
2.5 Identifies the need for and prepares safety cases in accordance with required processes and procedures.
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
2.6 Creates and updates project risk registers, identifies mitigations and actions accordingly.
Y Y Y N N 2, 3, 4, 12,13
2.7 Identifies and communicates the need for new standards, modification of existing standards, “concessions”, “type approval” process, modification of existing interfaces, and creation of new interfaces as per ASA guidelines, processes and procedures.
Y Y Y N N 2, 3, 4, 12,13
2.8 Evaluates changes required to existing control system(s), scope of work for new system, and relevant implementation issues, including the test, training and support environments.
Y Y Y N N 2, 3, 4, 12.13
2.9 Identifies project staging, integration and deployment strategies, project deliverables for control system design and configuration, considering all assumptions, constraints and interdependencies.
Y Y Y N N 2, 3, 4, 12,13
2.10 Contributes to the control systems functional specification document.
Y N N N N 2, 3, 4, 12,13
2.11 Contributes to the development of RAM requirements or parameters or determines the impact of project on existing RAM parameters or requirements.
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
3 Establishes infrastructure design and construction requirements
3.1 Identifies and allocates infrastructure related requirements from the Project Scope and Control Systems Functional Specification to:
• determine the functionality required by existing or new infrastructure components
• determine what infrastructure needs to be installed, modified and disposed of to ensure all operation, maintenance, training, support and disposal requirements have been addressed
• identify and update RAM requirements
• ensure hardware specification factors are incorporated and accommodated
• establish whether components outside the standard operating environment will be required
• identify hazards or allocate hazards or both related to the infrastructure
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
3.2 Analyses control systems functional specifications, control systems circuit books and any other relevant input documents to identify and confirm:
• staging requirements for the design
• impacts on and of other projects
• impacts on testing, training and support systems
• other relevant implementation issues
Y Y Y N N 2, 3, 4, 12,13,14
3.3 Identifies and analyses infrastructure interfaces and the system integration at a detailed level. Identifies project, system, and safety hazards and creates or updates safety cases accordingly.
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
4 Develops a design and construction solution that meets project requirements
4.1 Identifies, interprets and analyses the relevant design, industry and regulatory standards and design the infrastructure solutions to comply.
Y Y Y N N 2, 3, 4, 12
4.2 Analyses previously produced project documents to determine:
• the complexities and risks of the interfaces and interdependencies with existing control systems infrastructure and rail operations
• design options and solutions
• applicable RAMS requirements design constraints and construction limitations
• appropriate precedent designs that could be replicated for the current project
• protection and isolation of the safety critical systems
• potential business continuity problems and mitigation
Y Y Y N N 2, 3, 4, 12,13,14
4.3 Applies knowledge of engineering design concepts, principles, theories and techniques to explore possibilities, solve design problems and develop credible solutions which properly address the critical design issues and assumptions.
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
4.4 Evaluates the feasibility of all possible design solutions and selects the optimum design which meets identified design, construction, maintenance, and business constraints.
Y Y Y N N 4, 12, 13,14
4.5 Identifies designs and develops preliminary tests in order to mitigate previously identified risks, safety and interface issues.
Y Y Y N N 4, 12, 13,14
4.6 Assesses whether or not ”type approval” is required for any assets and initiate type approval
Y N N N N 4, 12, 13,14
4.7 Initiates “ASA concession” process if the design does not comply with standards.
Y N N N N 4, 12, 13,14
4.8 Identifies analyses and documents all new or modified configuration data applicable to the new or modified systems for the infrastructure.
Y Y Y
N
N 4, 12, 13,14
4.9 Documents the design, using appropriate software tools to produce detailed diagrams and drawings.
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
4.10 Validates design quality and completeness, ensuring that:
• it meets the requirements of the Control Systems Functional Specification
• it complies with all relevant standards
Y Y Y N N 4, 12, 13,14
4.11 Presents the design solution, ensuring all stakeholders understand the merits of the design, and how it meets the project requirements.
Y N N N N 4, 12, 13,14
5 Develops the installation work packages and test plans
5.1 Interprets and analyses design deliverables and consults with key stakeholders using higher level design documentation in order to develop the installation work packages and test plans.
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
5.2 Before installation, undertakes site inspections to:
• confirm previously identified and identify new WHS factors which could impact the installation process
• determine the impact of site works undertaken since the previous inspection, and the potential impact of scheduled site works on the proposed installation
• identify business continuity issues including the “booking in” and “booking out” of equipment and systems
• identify the current status of the test, training and support systems
Y Y Y N N 4, 12, 13,14, 15,16
5.3 Identifies and details impacts on existing and new infrastructure components during the installation
Y Y Y N N 4, 12,13,14,15,16
5.4 Validates the RAM and system safety requirements for the proposed installation.
Y Y Y N N 4, 12,13,14,15,16
5.5 Incorporates project and WHS risks into the installation packages including the rollback procedures and protection of the safety critical infrastructure.
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
5.6 Determines and details testing requirements prior to and throughout the installation process, including dependencies on previously tested infrastructure.
Y Y Y N N 4, 12,13,14,15,16
5.7 Determines the timeframe allowed for the installation, including the changes required for the test, training and support systems is sufficient.
Y Y Y N N 4, 12,13,14,15,16
5.8 Sequences tasks in a logical and systematic manner, ensuring operational readiness using knowledge of:
• hardware construction principles,
• methodology system installation and configuration requirements, and
• interdependencies on other work groups.
Y Y Y N N 4, 12,13,14,15,16
5.9 Ensures the installation packages will meet project requirements, minimise disruption to rail operations, align with the test and release plan, and are achievable given other operational constraints.
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
5.10 Documents the test plan using appropriate templates, accurate referencing of input documents, and following the required process for communicating changes to the plan.
Y Y Y N N 4,12, 13,14,15,16
6 Undertakes peer or independent review or both
6.1 Validates the design package, including:
• the hazards and project risks and RAM
• requirements of all referenced documents
• suitability of the stages of the project and their requirements over the asset life cycle
• compliance with relevant standards, AEO processes and procedures
• constructability, operation, maintenance and sustainability
• impact on existing and new interfaces, including infrastructure, and other projects
• lessons learned from previous projects have been incorporated
N Y Y N N 2, 4, 12,13
6.2 Provides constructive feedback to the designer, questioning and challenging decisions made.
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
6.3 Verifies amendments are incorporated through repeated checking until the design and all relevant documentation meet quality requirements.
N Y Y N N 2, 4, 12,13
7 Procures and tests infrastructure components
7.1 Analyses job specifications and drawings to determine and record the hardware, equipment and installation services that will need to be procured from external sources.
N Y Y N Y 12,13
7.2 Undertakes comprehensive practical feasibility tests to determine whether new hardware is compatible with existing control systems infrastructure.
N Y Y N Y 12,13
7.3 Completes the type approval process according to the standards and AEO’s processes and procedures.
N Y Y N Y 12,13
7.4 For installation services which need to be procured, determines the design, supply and test requirements, and documents these for tender submission.
N Y Y Y Y 12,13
8 Approves 8.1 Confirms that the approval of the design package is within the scope of one’s authority as per relevant processes, standards and guidelines
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
8.2 Applies a systematic and detailed approach to approving the design by ensuring that the work performed:
• has been designed and checked or verified as per standards and AEO’s processes and procedures meets both the project and the design requirements and specifications
• complies with regulatory and other legal requirements
• addresses all interface issues
• is properly documented, including a record of verification and validation
N N N Y N 12,13
8.3 Confirms that safety cases or safety arguments or both have been completed according to standards
N N N Y N 12,13
8.4 Confirms that the ‘type approval’ and ‘ASA concession’ process has been completed according to standards
N N N Y N 12,13
8.5 Confirms that all outstanding issues have been mitigated
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
10 Maintains quality control during installation works
10.1 Performs testing activities and system health checks throughout the installation process, as specified in the installation packages.
N Y Y N Y 12,15,16
10.2 Completes required documentation for installation activities to indicate work has been completed according to specifications and required standards.
N Y Y N Y 12,17
11 Decommissions and removes existing infrastructure
11.1 Identifies infrastructure components and parts to be decommissioned and removed in accordance with drawings, specifications and the installation packages.
N Y Y N Y 12,15,16
11.2 “Books out” identified components after the communication and confirmation with stakeholder/users.
N Y Y N Y 12,13,15,16
11.3 Decommissions and dismantles infrastructure components and parts according to manufacturer guidelines and installation requirements ensuring the safety critical systems are protected using the required engineering techniques
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
11.4 Marks or tags dismantled components and parts, and documents them as removed to enable correct and efficient reassembly, if required.
N Y Y N Y 12,13,15,16
12 Installs and configures infrastructure components and parts
12.1 Determines infrastructure component dimensions, position and layout by observation, and calculation from information given in drawings, specifications and instructions.
N Y Y N Y 12,15,16
12.2 Assembles and connects infrastructure components in accordance with manufacturer instructions, technical drawings, standards and specifications, and the requirements of the installation packages ensuring the safety critical systems are protected using earthing and galvanic isolation principles.
N Y Y N Y 12,15,16
12.3 Identifies any anomalies in the installation documentation, or inadequacies of the design to meet functional requirements, or both and report these with recommendations for change or action.
N Y Y N Y 12,15,16
12.4 Undertakes testing and monitoring activities, as stipulated in the installation packages.
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
12.5 Compares test results against expected outcomes, and interprets and documents results.
N Y Y N Y 12,13
12.6 Diagnoses and rectifies faults and follows installation procedures for handling failed test results.
N Y Y N Y 12,13
12.7 “Books in” or initiates the “book in” process for the successfully installed, integrated and tested equipment or systems.
N N N N Y 12,13,15,16
13 Completes post installation activities
13.1 Returns the site to a working state N N N N Y 12,13,15,16
13.2 Completes required post installation documentation and submits it to designated personnel for final “as built” signoff, copying and filing.
N Y Y Y Y 12,13,15,16,17
14 Verifies installed infrastructure
14.1 Undertakes quality reviews of the installation verifying that all requirements included in the design specification have been achieved and that the project is ready for final commissioning.
N Y Y N Y 4,12,15,16
14.2 Reviews the scope and results of all tests carried out as part of the installation packages.
N Y Y N Y 4, 12,15,16
14.3 Reviews and confirms the adequacy of delivered design documents and support documents including operating and maintenance manuals.
T MU CY 04000 ST Competency Pathways - Control Systems
Version 1.0 Effective date: 01 October 2015
Functions
Elements
Item
Evidence criteria
Desi
gn
Chec
k/ R
evie
w
Verif
y
Appr
ove
Cons
truc
t / In
stal
l
Sugg
este
d Va
riabl
e/s
Asso
ciat
ed (C
2.)
14.4 Identifies anomalies in the installation documentation or inadequacies of the design to meet functional requirements, or both, and report these to the site supervisor with recommendations for change or action.
N Y Y Y Y 4, 12,15,16
14.5 Identifies and implements corrective actions necessary for final acceptance of the project or product.
N Y Y Y Y 4, 12,15,16
15 Audits installed infrastructure
15.1 Validates the “as-built” configuration of the new or altered asset against specification requirements and the design documentation, ensuring that the physical installation conforms to the approved design and thus the basis for formal acceptance of the project.
N Y Y N Y 4, 12,15,16
15.2 Reviews the “as-built” documentation ensuring that it is an accurate and complete record of the final configuration of the built asset, and has been signed, copied and filed.
N Y Y N Y 4, 12,15,16
15.3 Reviews all project documentation ensuring that correct processes have been followed and accurately documented.