Solids Control Sr. Specialist Competency Checklist

• FIRST NAME/LAST NAME / Field Technician Entry Level Competency Checklist

• Initial Mentor Name

• Conducted on

  Date

• Picture of the Employee

  Media

Solids Control Sr. Specialist Level:

Product/Equipment Knowledge

• Operates solids control equipment, such as differential and pressure, vacuum system, vertical dryer, for complex and custom applications including the ability to explain full functionality of solids control equipment to others.

  Yes

  No

  N/A

• Trainers name:

• Thorough understanding of BOS process such as cuttings drying/invert recovery, dewatering, etc.

  Yes

  No

  N/A

• Trainers name:

• Thorough understanding of electrical principles such as currents, volts, circuits, power. Established understanding of electrical theory such as how fuses and resistors work.

  Yes

  No

  N/A

• Trainers name:

• Understands thorough operations of an excavator and loader including more hazardous operations.

  Yes

  No

  N/A

• Trainers name:

• Performs rig up and rig out of BOS equipment, including unique configurations such as Environmental Services, without direct supervisor.

  Yes

  No

  N/A

• Trainers name:

• Performs advanced, complex operation of CFC tanks such as utilized in Environmental Services operations.<br>

  Yes

  No

  N/A

• Trainers name:

Service Operation Skills

• Performs advanced, complex drilling fluids testing such as bottle testing, sand testing, total hardness testing, pH testing, paint filter testing, etc.

  Yes

  No

  N/A

• Trainers name:

• Performs advanced, complex solids control services including air drilling, barite recover, de-watering, floc water, fluid transfers, target low gravity solids, cuttings drying/invert recovery, etc.

  Yes

  No

  N/A

• Trainers name:

• Performs advanced, complex electrical services on BOS equipment such as identifying bad phase, identifying non-operating machine, and demonstrating familiarity with VFD parameters, replacing variable frequency drive (VFD), ability to replace and troubleshoot VFD panel such as PLC (program logic controller); ability to read electrical phases, etc. Performs replacement of centrifuge motors, without supervision.

  Yes

  No

  N/A

• Trainers name:

• Performs advanced, complex maintenance services on BOS equipment such as troubleshooting and optimizing the de-watering process and evaluates and maintains the process using various testing.

  Yes

  No

  N/A

• Trainers name:

Process Applications Knowledge

• Effectively and consistently evaluates performance and efficiency of BOS equipment and processes such as advanced troubleshooting on centrifuge for full optimization and efficiency, ability to optimize centrifuge for invert drilling fluids, cuttings drying and invert recovery, etc.

  Yes

  No

  N/A

• Trainers name:

• Understands basic knowledge of the different applications in various locations of the oil and gas market such as rig sites, petroleum plays, geography, etc.

  Yes

  No

  N/A

• Trainers name:

• Established understanding of Environmental Services including construction services: Terminology, construction stages, slurry, spoils, horizonal directional drilling, jet grouting, piling, bio wastes,

  Yes

  No

  N/A

• Trainers name:

• Ultipro, Microsoft Outlook, Skillsoft, Dayforce, Abatix, iAuditor, JIRA - when applicable

  Yes

  No

  N/A

• Trainers name:

Safety

• Utilizes safe work procedures for all products, equipment such as locate safety policies, SOPs, on location at all times.

  Yes

  No

  N/A

• Trainers name:

• Performs safe work processes at all times including HSE reporting, PPE, Fit For Duty, Stop Work Authority, Driving, Lockout-tagout,

  Yes

  No

  N/A

• Trainers name:

• Completes all required documentation such as PJRA, HSE, driving record, journey management, etc

  Yes

  No

  N/A

• Trainers name:

• Proactively performs remedies to mitigate risks, always consistently leads by example, trusted safety advisor<br>Performs lead role in this area when needed including ability to explain to others

  Yes

  No

  N/A

• Trainers name:

Problem Solving

• Uses logic and methods to solve problems with effective solutions; Utilizes reliable resources for answers; Can see hidden problems; Skilled in valid, fair analysis; Looks beyond the obvious answers and initial solutions.

  Yes

  No

  N/A

• Trainers name:

Customer Service

• Is dedicated to exceeding the expectations and requirements of internal and external customers; Proactively seeks first-hand customer information and uses it for improvements in products and services; Acts with customers in mind; Establishes and maintains effective relationships with customers and gains their trust and respect.

  Yes

  No

  N/A

• Trainers name:

Interpersonal Skills

• Relates well to all kinds of people across all levels and backgrounds; Builds appropriate rapport; Builds constructive and effective relationships; Uses diplomacy and tact; Can diffuse even high-tension situations comfortably.

  Yes

  No

  N/A

• Trainers name:

Integrity and Trust

• Is widely trusted; Is seen as a direct, truthful individual; Can present the unvarnished truth in an appropriate and helpful manner; Keeps confidences; Admits mistakes; Doesn't misrepresent self for gain.

  Yes

  No

  N/A

• Trainers name:

Getting Results

• Is action oriented; Not fearful of acting with minimal planning; Seizes opportunities; Spends time on the most important priorities; Can effectively manage multiple tasks; Values time; Exceeds goals successfully and pushes others for results.

  Yes

  No

  N/A

• Trainers name:

Decision Making

• Makes good decisions based upon a mixture of analysis, wisdom, experience and judgment. Most solutions and suggestions turn out to be correct and accurate when judged over time. Makes decisions in a timely manner sometimes with incomplete information, tight deadlines and under pressure. Able to make a quick decision.

  Yes

  No

  N/A

• Trainers name:

Additional Comments

Signatures

• Name of BOS Mentor 1:

• Name of BOS Mentor 2:

• Name of BOS Mentor 3:

• Name of Supervisor:

• Name of Technician: