We are looking at the tasks required by an Automation Technician. Your input will be appreciated in order to assist and guide us in the establishment of an Automation Discipline.

Alternative Titles
  • Instrument Technician
  • Instrumentation Technician
  • Control Technician
  • Process Control Technician
  • Instrumentation and Electrical (I&E)
    Technician
  • Electrical and Instrumentation (E&I) Technician
  • Measurement Technician.
  • Sometimes called Instrument Mechanic and Control Mechanic
Description:

Automation Technicians install, perform start-up/commissioning, maintain, troubleshoot, document and repair a wide variety of industrial instrumentation, electronic monitoring, metering, controlling and signaling devices used in the production of goods and services. 

They frequently provide input to equipment selection and design.

Tasks
Domain I: Calibration

Task 1: Obtain all documents needed for device calibration in order to proceed with calibration

Task 2: Identify the correct device to be calibrated through documentation and instrument identification systems in order to ensure proper calibration.

Task 3: Select the correct test equipment through documentation and visual inspection as identified by site calibration procedures in order to correctly calibrate the device

Task 4: Connect the test equipment to the device as required by manufacturer specifications and site procedures in order to properly and safely calibrate the device

Task 5: Apply input values to the device as specified on instrument data sheet in order to simulate process parameters.

Task 6: Record “as found” readings on calibration sheets in order to provide a history of the device.

Task 7: Compare “as found” readings with the required values as specified by the instrument data sheet in order to identify if the device needs to be adjusted according to allowable tolerances.

Task 8: Make adjustments to the device, if necessary, through site calibration procedures in order to ensure accuracy

Task 9: Complete all documentation as required in order to update all calibration records.

Domain II: Loop Checking

Task 1: Obtain documents pertaining to the process loop in order to understand all devices and their intended functions.

Task 2: Inspect the loop components through visual observation in order to ensure that the components are correctly installed.

Task 3: Verify that appropriate utilities are available and operational through visual inspection in order to perform the loop check.

Task 4: Isolate the process loop from the system by following established site procedures in order to perform the loop check in a safe manner.

Task 5: Simulate a change in the measured variable in order to verify proper loop performance

Task 6: Make necessary corrections in order to bring loop performance within specifications

Task 7: Complete all documentation as required in order to update all loop records

Domain III: Troubleshooting

Task 1: Examine all pertinent documentation in order to identify the proper operation of the control system and devices and to provide a baseline against which to evaluate the problem.

Task 2: Identify any discrepancies between observed and proper operation of the control system in order to determine whether a problem exists.

Task 3: Determine which device or devices of the control system could be causing the observed discrepancies in order to formulate a plan of corrective action.

Task 4: Isolate each suspected device from the control system by following established site procedures in order to perform troubleshooting in a safe manner

Task 5: Exercise each device across calibrated range in order to determine proper operation.

Task 6: Perform corrective action, if necessary, according to site procedures in order to resolve the problem.

Task 7: Complete all documentation as required in order to update all records

Domain IV: Start-Up

Task 1: Examine all pertinent documentation in order to verify completion of all control systems that are required for start-up.

Task 2: Implement applicable safety practices to be followed in order to ensure that all personnel are informed of the possible hazards during start-up

Task 3: Coordinate activities with all personnel involved in order to ensure that all personnel are aware of their responsibilities during start-up.

Task 4: Implement start-up according to site procedures in order to ensure that the system is operating properly.

Task 5: Assist site personnel to identify and correct problems that arise during start-up in order to commission the system.

Task 6: Complete all documentation as required in order to update all records

Domain V: Maintenance/Repair

Task 1: Obtain documents pertaining to the device in order to understand the operation of the device and investigate its performance history.

Task 2: Assess the condition of the device through documentation, inspection and testing in order to maintain the device’s performance and determine the need for any repairs

Task 3: If required, remove device from service following all site and safety procedures in order to perform needed repairs.

Task 4: If required, decontaminate device in accordance with material safety data sheets, site, and safety procedures in order to ensure safe conditions.

Task 5: Perform any applicable repairs by following proper procedures in order to return the device to service.

Task 6: If required, recalibrate the device following site procedures in order to ensure proper operation.

Task 7: Complete all documentation as required in order to update all device and maintenance records.

Domain VI: Project Organization

Task 1: Obtain documents pertaining to the control project in order to understand all requirements of the control project.

Task 2: Communicate with necessary personnel in order to define the activities required for control project completion.

Task 3: Participate in control project planning in order to coordinate all resources for the project.

Task 4: Supervise all necessary personnel to ensure compliance with site procedures in order to direct the control project in a safe and efficient manner

Task 5: Monitor all necessary resources in order to control variances from the project plan.

Task 6: Complete all documentation as required in order to update all records

Task 7: Comply with and promote compliance with all applicable codes, standards, and regulations.

Task 8: Follow all appropriate security procedures and regulations.

Domain VII: Administration

Task 1: Obtain a current set of site procedures in order to comply with requirements.

Task 2: Verify that the instrument index, P&IDs, loop diagrams, etc. are current in order to ensure compliance with site procedures and job specifications.

Task 3: Organize all calibration and data sheets, loop drawings, P&IDs, IOM manuals, instrument location, and installation details in order to maintain compliance with site procedures.

Task 4: Verify that certifications of test equipment and personnel are current and on file in order to ensure compliance with site procedures.

Task 5: Develop a tracking system for the receipt, storage, and issuing of instruments onsite in order to control resources of the project.

Task 6: Review all calibration sheets and completed loop checks in order to ensure accuracy and completeness of the documents.

Task 7: Sign off all documentation as complete and accurate in order to comply with site procedures.

Task 8: Generate as-built drawings in order to provide accurate and current drawings.

Task 9: Assemble proper documents in order to archive historical data and to complete the project.

Also see – Automation Technician