Unit of competency Outline
Date retreived
23/07/2026 11:13 PM AWST
23/07/2026 11:13 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Operate heat exchangers
Operate heat exchangers
Unit of competency
National Code
PMAOPS205B
PMAOPS205B
State Code
W8844
W8844
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
28/05/2014
Field of Education
030717 - Plant And Machine Operations
Original Release Date
28/05/2014
Nominal Hours
40
Description
This competency is typically performed by an operator and covers the operation of heat exchangers, including heat exchangers that form part of a heating, cooling or refrigeration system, and solving of heat exchanger problems.
Notes
Elements and Performance Criteria
1. Prepare for work.
- 1.1. Identify work requirements
- 1.2. Identify and control hazards
- 1.3. Coordinate with appropriate personnel
2. Operate heat exchangers.
- 2.1. Identify the type of heat exchanger
- 2.2. Start up and shut down heat exchanger according to the heat exchanger type and duty
- 2.3. Adjust flow rates, temperatures and pressure as appropriate to type of heat exchanger
- 2.4. Complete routine checks, logs and paperwork, taking action on unexpected readings and trends.
3. Isolate and de-isolate plant.
- 3.1. Isolate plant
- 3.2. Make safe for required work
- 3.3. Check plant is ready to be returned to service
- 3.4. Prepare plant for return to service.
RANGE STATEMENT
The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the Performance Criteria, is detailed below. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs if the candidate, accessibility of the item, and local industry and regional contexts.
Codes of practice/ standards
Where reference is made to industry codes of practice, and/or Australian/international standards, the latest version must be used.
Context
This competency includes all types of heat exchangers such as:
plate
Utube
spiral
bayonet
air cooled fin
shell and tube (all variants of design)
scraped surface
vessel jackets/coils.
This competency does not cover super heaters or waste heat boilers, as these are treated as part of steam generating equipment.
Heat exchanger duties
Heat exchanger duties include:
heating
cooling
cryogenic
reboilers
condensers
gas dryers
gas coolers
refrigeration (evaporators/condensers).
Problems
Typical problems include:
damage to heat exchanger due to overheating and/or under/over pressurising
factors that affect heat exchanger efficiency (scale build-up, fouling, internal leakage, air lock, turbulence, corrosion)
leakage or gasket problems
recognising when maintenance is required.
Start up shut down as required
Start up shut down as required includes:
start up and shut down to/from normal operating conditions
start up and shut down to/from isolated, cold, empty
all other conditions experienced on the plant.
ie from any condition to any condition experienced on the plant.
Appropriate action
Appropriate action includes:
determining problems needing action
determining possible fault causes
rectifying problem using appropriate solution within area of responsibility
following through items initiated until final resolution has occurred
reporting problems outside area of responsibility to designated person.
Procedures
Procedures may be written, verbal, computer-based or in some other form. They include:
all work instructions
standard operating procedures
formulas/recipes
batch sheets
temporary instructions
any similar instructions provided for the smooth running of the plant.
For the purposes of this Training Package, 'procedures' also includes good operating practice as may be defined by industry codes of practice (eg Responsible Care) and government regulations.
Health, safety and environment (HSE)
All operations to which this unit applies are subject to stringent health, safety and environment requirements, which may be imposed through State or Federal legislation, and these must not be compromised at any time. Where there is an apparent conflict between Performance Criteria and HSE requirements, the HSE requirements take precedence.
The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the Performance Criteria, is detailed below. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs if the candidate, accessibility of the item, and local industry and regional contexts.
Codes of practice/ standards
Where reference is made to industry codes of practice, and/or Australian/international standards, the latest version must be used.
Context
This competency includes all types of heat exchangers such as:
plate
Utube
spiral
bayonet
air cooled fin
shell and tube (all variants of design)
scraped surface
vessel jackets/coils.
This competency does not cover super heaters or waste heat boilers, as these are treated as part of steam generating equipment.
Heat exchanger duties
Heat exchanger duties include:
heating
cooling
cryogenic
reboilers
condensers
gas dryers
gas coolers
refrigeration (evaporators/condensers).
Problems
Typical problems include:
damage to heat exchanger due to overheating and/or under/over pressurising
factors that affect heat exchanger efficiency (scale build-up, fouling, internal leakage, air lock, turbulence, corrosion)
leakage or gasket problems
recognising when maintenance is required.
Start up shut down as required
Start up shut down as required includes:
start up and shut down to/from normal operating conditions
start up and shut down to/from isolated, cold, empty
all other conditions experienced on the plant.
ie from any condition to any condition experienced on the plant.
Appropriate action
Appropriate action includes:
determining problems needing action
determining possible fault causes
rectifying problem using appropriate solution within area of responsibility
following through items initiated until final resolution has occurred
reporting problems outside area of responsibility to designated person.
Procedures
Procedures may be written, verbal, computer-based or in some other form. They include:
all work instructions
standard operating procedures
formulas/recipes
batch sheets
temporary instructions
any similar instructions provided for the smooth running of the plant.
For the purposes of this Training Package, 'procedures' also includes good operating practice as may be defined by industry codes of practice (eg Responsible Care) and government regulations.
Health, safety and environment (HSE)
All operations to which this unit applies are subject to stringent health, safety and environment requirements, which may be imposed through State or Federal legislation, and these must not be compromised at any time. Where there is an apparent conflict between Performance Criteria and HSE requirements, the HSE requirements take precedence.
EVIDENCE GUIDE
The Evidence Guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Assessment of this unit should include demonstrated competence on actual plant and equipment in a work environment. The unit will be assessed in as holistic a manner as is practical and may be integrated with the assessment of other relevant units of competency. Assessment will occur over a range of situations which will include disruptions to normal, smooth operation.
Simulation may be required to allow for assessment of parts of this unit. Simulation should be based on the actual plant and will include walk-throughs of the relevant competency components. Simulations may also include the use of case studies/scenarios and role plays.
This unit of competency requires a significant body of knowledge which will be assessed through questioning and the use of what-if scenarios both on the plant (during demonstration of normal operations and walk-throughs of abnormal operations) and off the plant.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Competence must be demonstrated in the ability to recognise and analyse potential situations requiring action and then in implementing appropriate corrective action. The emphasis should be on the ability to stay out of trouble rather than on recovery from a disaster.
Consistent performance should be demonstrated. In particular look to see that:
early warning signs of equipment/processes needing attention or with potential problems are recognised
the range of possible causes can be identified and analysed and the most likely cause determined
appropriate action is taken to ensure a timely return to full performance
obvious problems in related plant areas are recognised and an appropriate contribution made to their solution.
These aspects may be best assessed using a range of scenarios/case studies/what-ifs as the stimulus with a walk-through forming part of the response. These assessment activities should include a range of problems, including new, unusual and improbable situations which may have been generated from the past incident history of the plant, incidents on similar plants around the world, hazard analysis activities and similar sources.
Context of and specific resources for assessment
Assessment will require access to an operating plant over an extended period of time, or a suitable method of gathering evidence of operating ability over a range of situations. A bank of scenarios/case studies/what-ifs will be required as will a bank of questions which will be used to probe the reasoning behind the observable actions.
Method of assessment
In all plants it may be appropriate to assess this unit concurrently with relevant teamwork and communication units. For many plants, it might be appropriate for this unit to be assessed with units covering:
fluid flow
utilities and services
communication.
In a major hazard facility, it may be appropriate to assess this unit concurrently with:
MSAPMOHS200A Work safely.
Guidance information for assessment
Assessment processes and techniques must be culturally appropriate and appropriate to the oracy, language and literacy capacity of the assessee and the work being performed.
The Evidence Guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Assessment of this unit should include demonstrated competence on actual plant and equipment in a work environment. The unit will be assessed in as holistic a manner as is practical and may be integrated with the assessment of other relevant units of competency. Assessment will occur over a range of situations which will include disruptions to normal, smooth operation.
Simulation may be required to allow for assessment of parts of this unit. Simulation should be based on the actual plant and will include walk-throughs of the relevant competency components. Simulations may also include the use of case studies/scenarios and role plays.
This unit of competency requires a significant body of knowledge which will be assessed through questioning and the use of what-if scenarios both on the plant (during demonstration of normal operations and walk-throughs of abnormal operations) and off the plant.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Competence must be demonstrated in the ability to recognise and analyse potential situations requiring action and then in implementing appropriate corrective action. The emphasis should be on the ability to stay out of trouble rather than on recovery from a disaster.
Consistent performance should be demonstrated. In particular look to see that:
early warning signs of equipment/processes needing attention or with potential problems are recognised
the range of possible causes can be identified and analysed and the most likely cause determined
appropriate action is taken to ensure a timely return to full performance
obvious problems in related plant areas are recognised and an appropriate contribution made to their solution.
These aspects may be best assessed using a range of scenarios/case studies/what-ifs as the stimulus with a walk-through forming part of the response. These assessment activities should include a range of problems, including new, unusual and improbable situations which may have been generated from the past incident history of the plant, incidents on similar plants around the world, hazard analysis activities and similar sources.
Context of and specific resources for assessment
Assessment will require access to an operating plant over an extended period of time, or a suitable method of gathering evidence of operating ability over a range of situations. A bank of scenarios/case studies/what-ifs will be required as will a bank of questions which will be used to probe the reasoning behind the observable actions.
Method of assessment
In all plants it may be appropriate to assess this unit concurrently with relevant teamwork and communication units. For many plants, it might be appropriate for this unit to be assessed with units covering:
fluid flow
utilities and services
communication.
In a major hazard facility, it may be appropriate to assess this unit concurrently with:
MSAPMOHS200A Work safely.
Guidance information for assessment
Assessment processes and techniques must be culturally appropriate and appropriate to the oracy, language and literacy capacity of the assessee and the work being performed.
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| C5941 | PMAOPS205A | Operate heat exchangers | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AXN49 | PMAOPS205 | Operate heat exchangers | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| AWW2 | DEF22215 | Certificate II in Explosive Ordnance Manufacture | Qualification |
| W515 | PMA20108 | Certificate II in Process Plant Operations | Qualification |
| J572 | PMA30113 | Certificate III in Process Plant Operations | Qualification |
| W516 | PMA30108 | Certificate III in Process Plant Operations | Qualification |
| J570 | PMA20113 | Certificate II in Process Plant Operations | Qualification |
| J571 | PMA40113 | Certificate IV in Process Plant Technology | Qualification |
| AZF3 | RII30415 | Certificate III in Resource Processing | Qualification |
| J649 | RII30413 | Certificate III in Resource Processing | Qualification |
| AZB2 | RII20515 | Certificate II in Resource Processing | Qualification |
| J671 | RII20513 | Certificate II in Resource Processing | Qualification |