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(UETTDRSB02A)
Certificate IV in ESI Substation Resources (UET40206)
Learner Guide
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General Substation Inspections......................................................................................8
The Need for Substation Inspections .........................................................................8
Categories of Substation Inspection...........................................................................8
Frequency of Substation Inspections .........................................................................8
Health and Safety...................................................................................................9
Equipment to be inspected .....................................................................................9
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Major Substation Inspection ....................................................................................12
Environmental Inspection ........................................................................................16
Documentation and Record Keeping ...........................................................................19
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Carry out substation inspections – Learner Guide -3- © NSW DET 2009
General Substation Inspections
The Need for Substation Inspections
Substations are unmanned installations, therefore they require regular inspection to
ensure uninterrupted supply to customers.
During the substation inspection the condition of:
• equipment
• buildings
• surroundings
• fencing and gates
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are checked to confirm that they are in operational condition, safe and secure.
Data collected during routine inspections is fed back into operational planning so that
equipment can be repaired or replaced before it fails. It is therefore crucial that you
note and record all data about what was observed and done during the inspection, and
that this information is provided to the appropriate person or input into organisational
•
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systems such as databases.
Categories of Substation Inspection
Inspections are split up into three distinct categories. These are:
……………………………………………………..
……………………………………………………..
• ……………………………………………………..
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Frequency of Substation Inspections
The frequency of substation inspections for our organisation/region/location is:
• ……………………………………………………..
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• ……………………………………………………..
• ……………………………………………………..
Substation inspections should also include the rectification and repair of minor defects
during the inspection.
Carry out substation inspections – Learner Guide -8- © NSW DET 2009
Minor Substation, Environmental and Safety Inspection
What important step must you take before commencing any inspection and checking
activities?
…………………………………………………………………………………………
…………………………………………………………………………………………
…………………………………………………………………………………………
Health and Safety
Substations can be dangerous environments to work in if you do not keep yourself
aware of the hazards that are present. When you conduct an inspection you must:
• Maintain clearance distances from HV equipment, busbars and cables.
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• Practise the principles of confined entry, such as awareness of areas where
asphyxiate gases can collect.
• Practise the principles of working at heights, such as correct use of ladders.
Equipment to be inspected
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(Some general principles when conducting the inspection :)
1.
2.
3.
(!!) Advise the System Operator that you are on site and about to commence
inspection activities.
(!!) Confirm that the DC battery volts is correct. This will ensure that
protection equipment will operate correctly if required during the inspection.
(!!) Check and confirm that all exits are operational and clear of obstructions.
This will ensure that the substation can be exited quickly if an emergency
situation should arise.
4. Switch alarms to local, switch on the indicating lamps (if fitted) and leave on
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for the duration of the visit. This applies even if only a brief visit is made, the
purpose being to ensure that a Substation Maintainer can promptly advise the
System Operator of any irregularity which may occur. (Ensure they are
switched back at the completion of the inspection.)
5. All equipment is to be inspected whether it is in service or not. Even
equipment standing in the substation partially or completely erected but
disconnected from the system should be examined for correct oil level and
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Carry out substation inspections – Learner Guide -9- © NSW DET 2009
Fire Pump (if applicable)
• Fire pump is checked to ensure that it operates correctly from its electric motor
and alternate motor (e.g. fuel motor) if supplied.
• Fuel and water level of pump is checked. (Usually there will be an indicator line
showing the correct level.)
• Spare fuel supply is checked. Fuel is stored correctly, and there is an adequate
amount.
• Domestic pump operation is checked (where applicable).
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Any defects which cannot be dealt with during the inspection must be reported for
repair or replacement.
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• Fire protection systems are checked for currency of inspection tags.
• Fire fighting equipment is checked for good condition.
• Fire protection systems are checked as per summary sheets or local workplace
instructions.
Fire protection equipment can only be serviced by licensed providers. Any defects
must be reported for repair or replacement.
HV Testing Device
• HV testing device meter operation should be checked and batteries replaced if
necessary.
Lighting
• All lighting is checked and lamps/tubes replaced where necessary.
• Lumitrols and contactor operation checked (where fitted).
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• Emergency lighting checked.
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Most defective lighting (including lumitrols and alarm lamps) can be rectified during
the inspection using spares held on-site. Some external lighting may be at heights
requiring working-at-heights that may be particularly hazardous in the substation
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environment. In these cases the defect should be report for repair through a Works
Order.
Spares
• Equipment spares are inspected and checked for serviceable condition.
• Quantities of lamps, fuses and panel equipment spares are checked to ensure
sufficient stocks are available on site.
General Appearance
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• The Auxiliary Services Building, substation yard and surrounds are inspected.
Maintenance work required (e.g. weed poisoning, grass slashing) is noted.
• Cleaning of building and polishing floors, disposal of rubbish, weeding substation
yards and mowing of grass should be done where possible.
• The perimeter fencing and gates need to be checked for overall condition.
• Security locks are in place.
• Fencing is undamaged.
• Gate hinges secure.
Failures in the security fencing or gates are very serious as it can allow entry into the
hazardous substation environment by members of the public, for example, children.
Any defects should be escalated for immediate attention.
Oil Leaks
• Any oil leaks are identified with reference to the location and number of the piece
of equipment.
• Leaks are identified as requiring urgent attention or not.
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connections for continuity and tightness.
• Operation of ventilation system and general condition is checked. Fan operates
freely and grill is clear of an obstructions.
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UETTDRSB03A – Install and maintain substation DC systems.)
The following HV equipment checks are performed visually. Be aware that generally
this equipment is in-service and operating at high voltages. Maintain HV clearance
distances at all times.
• HV equipment includes line traps, air cored reactors, transformer tanks and
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support structures.
• Look for evidence of flashovers, pollution, excessive corona, evidence of
overheating, or any abnormalities.
• Check alignment and condition of disconnectors.
• Check appearance of earth mat connections and condition of equipment of
equipment in marshalling kiosks.
•
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Check general condition of all HV equipment, looking for corrosion, painting and
general condition.
• Check the equipment's H.V. operating nameplate.
Circuit Breakers
• Record Cyclometer/pump start readings
• Record oil levels
• Check for and record oil/air/gas leaks
• Check the weatherproofing of cubicles
• Check anti-condensation heaters and general condition.
• The operating mechanism of the circuit breakers is visually inspected.
• The operation counter reading is recorded in the log book. It may also be
necessary to report this information in organisation-specific reporting tools e.g.
monthly reports.
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to manual to be able to operate and perform the checks.
• Bushing oil levels are check if possible.
• Checks for oil leaks.
• Readings are to be taken of oil and winding temperature, the operation counter,
tap changer position and operating range.
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• Reset range indicators on temperature gauges.
• Explosion membranes are confirmed as being intact, and any pressure release
devices have not tripped.
Tapchangers
• Record cyclo counter reading.
• Inspect gear box oil and general condition. Oil colour is acceptable; no excessive
sludge.
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Procedure for checking Tap Changer Operation, Voltage Control and Parallel
Operation
• In-service transformers are selected to non-auto voltage control and raised two
taps by push button control. When the selector is returned to auto voltage control
the tap changer should return the output voltage to normal.
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Company and any other staff present that test is being performed).
• Operating rods and earths. (As per earlier comments on this topic.)
• Revenue metering supplies. (Paper recorder paper is adequate, etc)
• Air conditioners. Operating as expected.
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Diesel Alternators or Pumps (if applicable)
Checks are made of:
• Fuel level. Fuel is full or at the appropriate level.
• Oil level. Sump level is correct.
• Operation. Starts and runs without signs of problems.
• Leaks. No leaks should be observed, especially from fuel system and oil seals and
sump.
• Battery/charger and heaters. Starter battery is correctly connected to trickle
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charger and maintaining correct voltage level. Check specific gravity of battery as
an indication of correct charge level.
• Cyclo readings,
• Oil leaks and air leaks. No audible air leaks are apparent.
• Dryers are drained and wiped out.
• Oilers are topped up to fill-line.
• General condition of equipment
Switchyard
Checks are made of:
• General condition of switchyard. Condition of pavement surfaces, gravel
surfaces, condition of buildings, masonry structures.
• Metalwork structures and surfaces. Look for signs of corrosion, especially at
ground level where DC electrolysis can cause problems.
• Condition of HV cages and switchyard external fence.
Cables
• General condition of cables and busbars is visually checked.
• Isolators (disconnectors) are visually checked for full and tight closing.
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Introduction: The Need for Substation Inspections .......................................................8
Learning Outcomes....................................................................................................8
Topics Covered in this Module..................................................................................8
General Substation Inspections....................................................................................10
Categories of Substation Inspection.........................................................................10
Frequency of Substation Inspections .......................................................................10
Carry out substation inspections – Trainer Guide -3- © NSW DET 2009
Timing Instructional Content Notes to Trainer
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Introduction: The Need for Substation Inspections These notes have been prepared as an
amalgam of practices from a range of
Substations are unmanned installations, therefore they require regular inspection electrical supply organisations. Not all
to ensure uninterrupted supply to customers. aspects are therefore applicable to the
During the substation inspection the condition of: organisation in which training is being
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conducted. Furthermore, the trainer may
• equipment
wish to add further detail at various points
• buildings in the training to emphasise organisation-
• surroundings specific aspects.
• fencing and gates
are checked to confirm that they are in operational condition, safe and secure.
Data collected during routine inspections is fed back into operational planning so
that equipment can be repaired or replaced before it fails. It is therefore crucial
that you note and record all data about what was observed and done during the
Learning Outcomes
(As per those listed on Page 5 of this Guide.)
Display Slide 2, 3 & 4
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Topics Covered in this Module Display Slide 5
• Frequency of Substation Inspections
• Safety equipment and spares
• Visual checks
• DC Systems
• HV Equipment
Carry out substation inspections – Trainer Guide -8- © NSW DET 2009
• Control rooms and ancillary plant
•
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Environmental inspections
• Oil containment systems
• Ancillary Slides
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Carry out substation inspections – Trainer Guide -9- © NSW DET 2009
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General Substation Inspections Display Slide 6
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• Substation Security Inspection
• Substation Environmental Inspection
Substation inspections should also include the rectification and repair of minor
defects during the inspection.
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Before commencing an inspection, you must advise the System Operator that you
are on-site and about to commence inspection and checking tasks.
Health and Safety Trainers should advise trainees to refresh
Substations can be dangerous environments to work in if you do not keep their knowledge on these topics by
yourself aware of the hazards that are present. When you conduct an inspection referring to Learning Modules on the topic
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you must: of safe working in substations.
• Maintain clearance distances from HV equipment, busbars and cables.
• Practise the principles of confined entry, such as awareness of areas where
asphyxiate gases can collect.
• Practise the principles of working at heights, such as correct use of ladders.
Equipment to be inspected Some organisations have management
It is good practice to use a checklist when conducting inspections. The following systems that generate inspection
checklists automatically. If this is the case
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System Operator of any irregularity which may occur. (Ensure they are
switched back at the completion of the inspection.)
5. All equipment is to be inspected whether it is in service or not. Even
equipment standing in the substation partially or completely erected but
disconnected from the system should be examined for correct oil level and
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breather condition, and any leaks. This requirement is necessary because
electrical equipment will normally deteriorate more quickly when out of
service.
6. Similarly all readings on transformers, circuit breakers and capacitors are to
be taken irrespective of whether they are in service or not, even if it is known
that they have not been in service since the last reading. All cyclo readings
are entered in equipment log book.
7. Attention must be paid to items such as broken relay or annunciator glasses
and similar minor defects. These should be serviced or repaired at the time, if
possible, otherwise reported. Correctness and completeness of equipment
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Display Slide 8
• Fire pump is checked to ensure that it operates correctly from its electric
motor and alternate motor (e.g. fuel motor) if supplied.
• Fuel and water level of pump is checked. (Usually there will be an indicator
line showing the correct level.)
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• Spare fuel supply is checked. Fuel is stored correctly, and there is an
adequate amount.
• Domestic pump operation is checked (where applicable).
Any defects which cannot be dealt with during the inspection must be reported
for repair or replacement.
Fire Protection Equipment Display Slide 9, 10 & 11
• Fire extinguisher tags are checked to confirm currency.
• Fire protection systems are checked for currency of inspection tags.
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Fire fighting equipment is checked for good condition. Hoses are in good
serviceable condition. Fire blankets are
Fire protection systems are checked as per summary sheets or local
workplace instructions.
Fire protection equipment can only be serviced by licensed providers. Any
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defects must be reported for repair or replacement.
Safety Equipment and Spares The AS/NZ Standard now specifies
Inspect and note the condition of: ‘yellow’ tape. Some may previously know
this as ‘white tape’.
• Area Marker Tape Stand
• Access authority holders
Display Slide 12 & 13
• Yellow tape
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Warning and Danger signs
• Spare danger and warning tags, including quantity on hand.
Any damaged or missing equipment must be reported so that it can be replaced.
Portable and Trailing Earth Equipment Display Slide 14 & 15
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• Inspect all sticks and heads for fractures or other damage.
• Check leads (earthing conductor) for damage.
• Check earths for currency of test dates.
Any damaged or missing equipment must be reported so that it can be replaced.
H.V. Operating Rods Display Slide 16 & 17
• The condition of the rods should be inspected, as well as the number of
extensions.
• The date of the last HV test on the rod should be recorded and any further
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testing needed should be identified and recorded on the inspection report.
(Operating rods are to be tested by HV tests annually. Each set of rods should
be checked.)
Any damaged or missing equipment must be reported so that it can be replaced.
HV Tester (Proving De-energised Meter) Display Slide 18 & 19
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• HV testing device meter operation should be checked and batteries replaced if
necessary.
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during the inspection using spares held on-site. Some external lighting may be at
heights requiring working-at-heights that may be particularly hazardous in the
substation environment. In these cases the defect should be report for repair
through a Works Order.
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Spares Display Slide 21
• Equipment spares are inspected and checked for serviceable condition.
• Quantities of lamps, fuses and panel equipment spares are checked to ensure
sufficient stocks are available on site. (If applicable.)
General Appearance Display Slide 22 & 23
• The Auxiliary Services Building, substation yard and surrounds are inspected.
Maintenance work required (e.g. weed poisoning, grass slashing) is noted.
• Cleaning of building and polishing floors, disposal of rubbish, weeding
Failures in the security fencing or gates are very serious as it can allow entry into
the hazardous substation environment by members of the public, for example,
children. Any defects should be escalated for immediate attention.
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Instructions to Assessors
This Assessment Guide is part of a suite of resources that have been developed to
support 8 core units of competency from the Certificate IV in ESI – Substation
(UET40206) as follows:
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UETTDRIS05A
UETTDRIS22A
UETTDRIS23A
UETTDRSB01A
UETTDRSB02A
UETTDRIS03A
Perform substation switching operation to a given schedule
Implement and monitor the organisational OHS policies,
procedures and programs
Implement and monitor environmental and sustainable energy
management policies and procedures
Diagnose and rectify faults in power systems substation
environment
Carry out substation inspections
Install and maintain substation DC systems
UETTDRIS04A Maintain HV power system circuit breakers
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UETTDRIS05A Maintain HV power system – transformers and instruments
This Assessment Guide together with a Trainer Guide and a Learner Guide are
designed for UETTDRSB02A – Carry out Substation Inspections. This guide is
intended to provide some direction to assessors who are determining competence of
students who have completed the theoretical and practical instruction in this learning
module. Assessors are expected to use their own judgement in designing appropriate
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assessment questions and tasks and putting them into context for the assessment
candidate. At all times the evidence requirements as set out in the unit and the
principles of assessment, that is, validity, reliability, flexibility and fairness must be
complied with.
Use these guidelines to assist in preparing your own assessment instruments and tools.
The checklist should be treated as a starting point. You may choose to add more
checkpoints to highlight particular aspects of knowledge and skill that you want to see
evidence of. This could be through practical tasks or problem-based questions.
Evidence Required
Evidence for competence in this unit shall be considered holistically. Each element
and associated Performance Criteria shall be demonstrated on at least two occasions
in accordance with the “Assessment Guidelines – UET06”. Evidence must also
reflect the critical aspects of evidence which includes the following:
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reported in accordance with the preferred approach; namely a percentile graded
result, where required by the regulated environment.
• Demonstrate an appropriate level of skills enabling employment.
• Conduct work observing the relevant Anti Discrimination legislation, regulations,
polices and workplace procedures.
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To be deemed as competent in this Unit, the candidate must provide sufficient
evidence of being able to confidently and competently conduct all aspects of
substation inspections. Where summative (or final) assessment is used it is to include
the application of the competency in the normal work environment or, at a minimum,
the application of the competency in a realistically simulated work environment. In
some circumstances, assessment in part or full can occur outside the workplace.
However, it must be in accordance with industry and regulatory policy. (For more
detail on assessment practices you are advised to refer to the Training Package and
the Evidence Guide for this Unit of Competence, especially where longitudinal
competency development and Profiling has been used).
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This assessment guide covers all tasks and equipment included in the section of the
Unit: ‘Critical aspects for assessment and evidence required to demonstrate
competency in this unit’, as shown in the table below.
demonstrated.
At least one of the • Transmission substation
following: • Distribution substation
• Traction substation
All of the following: • Substation plant and equipment
• Substation environmental systems
• Substation security systems
Carry out substation inspections – Assessment Guide -2- © NSW DET 2009