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OPITO Standards
OPITO is an Industry owned not for profit organisation that exists solely to service the needs of the Oil
and Gas Industry.
OPITO is employer led in all aspects of what it does, therefore all standards development activities are at
the behest of industry employers. The standards are driven by the needs of employers to help create a
safe and competent workforce.
This standard is owned by the Oil and Gas Industry and maintained by OPITO who are the nominated
custodians of all Industry standards within the OPITO portfolio which carry the OPITO logo.
The contents of this document were developed by an industry workgroup facilitated and supported by
OPITO. The workgroup consisted of representation from a cross section of oil and gas Industry
employers, discipline experts working within the industry and members of the OPITO Approved Training
network.
This standard has been verified and accepted through the governance and integrity management model
for OPITO standards.
This standard has been designed to accommodate global variations in national legislation and
regulations. In the absence of relevant national legislation and regulations, OPITO approved centres
should use legislative and regulatory criteria specified within this Standard
© OPITO
All rights reserved. No part of this publication may be reproduced, stored in a retrieval or information
storage system, or transmitted in any form or by any means, mechanical, photocopying, recording or
otherwise, without prior permission in writing of the publishers.
Amendments
Amendment and Date Pages Changes Checked by Approved
made by by
Revision 0 released 10-Feb
2009
Revision 1 Amendment 3
Rev 10-January 2013 completed by
Standard Review All SA SM SAA
2 Industry Work Group and
rebranded as part of 2016
project: November 2016
Contents
To ensure that employees within organisations work in accordance with their operational standards and
are meeting company’s expectations, assessors confirm candidates’ competence to ensure they are
ready to progress.
Internal verifiers are required to authenticate their organisation’s assessors’ judgements so that
expectations and results are standardised across a company. Verification is a quality assurance role;
essential so that all those involved in assessment carry out assessment consistently.
Exclusion Notes:
1. Achievement of this qualification does not entitle the holder to award any certificate bearing
OPITO’s logo and name. OPITO-approved certificates can only be granted by an OPITO approved
provider.
2. The holder of the OPITO Internal Verifier certificate may not be recognised to verify qualifications
issued by other organisations e.g. National or Scottish Vocational Qualifications in the UK. Delegates
should clarify with the relevant organisation prior to conducting verification.
Associated Standard
The internal verifier standard has been developed for individuals within an organisation who are
designated to be internal verifiers.
There are no formal delegate pre-requisites for attendance on the Internal Verifier Training Programme;
although delegates must provide evidence that they have access to a minimum of two assessors
undertaking an assessment process to verify in their workplace.
Delegates are the people attending this internal verifier training programme.
Assessors are those whose judgements will be verified by the internal verifier.
Candidates are the individuals whose performance will be assessed in the workplace.
The aim of this training programme is to impart the initial training to enable trainee internal verifiers,
now referred to as delegates, to acquire the necessary knowledge and skills which underpin the tasks to
be performed as an Internal Verifier.
The objectives of this training are that delegates will be able to:
(a) Explain the purpose and scope of internal verification and recognise the roles and
responsibilities involved in quality assurance
(b) Recognise how to support assessors
(c) Monitor and verify assessment records
(d) Ensure record keeping and feedback are robust
(e) Assure the competency process
During the training programme, delegates will be required to demonstrate their skills and understanding
of the following key areas.
6. The need to support assessors throughout all stages of the assessment process
7. The need to confirm that assessors have acceptable occupational experience, are
adequately trained to assess and maintain their skills through continuing professional
development
8. The importance of familarisation with their company processes
9. When it is important to plan verifications with individual assessors
10. The importance of observing assessors conducting assessments in the workplace to
ensure best practice
11. The need to ensure there is a robust process where observation of assessors in the
workplace is not viable
12. The need to monitor the accuracy and security of the assessment records and record
keeping process
13. How assessments are sampled and quality assured
14. Recognising bias in assessment decisions
15. The importance of maintaining confidentiality of information
16. Record keeping requirements
17. Where and when to provide feedback that is constructive and motivates the assessor
18. The need to welcome constructive feedback from the assessors
19. The importance of completing internal verification documentation, in accordance with
own company procedures
20. How to deal with disputes and appeals
21. The different standardisation activities for assessment and verification
22. The importance of actively participating in standardisation activities
23. Other internal verification activities that an Internal Verifier may be required to perform
Delegates attending this Internal Verifier training programme will be given a series of explanations and
demonstrations that will identify what they are expected to know and do.
This will be followed by practical exercises allowing delegates to practice their skills, knowledge and
understanding of the internal verifier role.
Delegates will also complete an open book written test (in an invigilated environment) testing the
underpinning knowledge of the theory learning outcomes of this OPITO-approved Internal Verifier
standard.
The test questions will be set against the stated learning outcomes in Section A.5.
The maximum duration of the test is 60 minutes and must be in the form of a knowledge test covering
Learning Outcomes 1-23.
A Training Provider attendance certificate must be issued at the end of training for delegates prior to
the completion of the Workplace Evidence. Please note that the OPITO Logo must not be included in
this attendance certificate. The OPITO Logo must only be included in the final certificate issued to the
candidate once all the workplace evidence requirements have been completed.
The issue of an OPITO Internal Verifier Certificate will only be issued to the delegate after the OPITO-
approved Centre has assessed the delegate’s work place evidence and deemed it as meeting the
required standard. Please refer to Section B for workplace evidence requirements.
The optimum 'contact time' for this training and assessment programme is 7 hours.
The total contact time per training day shall not exceed 8 hours.
The total training day shall not exceed 10 hours (the total training day includes contact time, coffee and
meal breaks, and travel time between training sites where applicable).
The training programme provided below is designed to help delegates achieve the stated learning
outcomes specified in section A.5. Contents in Appendix 1 must be covered prior to course
commencement.
To make efficient use of time and ensure effective learning there should, wherever practicable, be an
integration of the three phases of explanation, demonstration and practice. Full use should be made of
audio / visual aids and course handout material.
Prior to the start of the course, the following must be included as part of the introduction by training
staff:
1.1.4 Typical sources of assessment evidence when verifying, which must include:
(a) Observation
(b) Questioning
(c) Candidate Reports/Personal Statements
(d) Products of Work
(e) Recognition of Prior Learning (qualifications, knowledge, experience)
(f) Simulation
(g) Witness Testimony
(h) Professional Discussion
2.1.1 The need to provide the correct level of guidance and support to experienced and
inexperienced assessors throughout all stages of the assessment process
2.1.2 The importance of ensuring assessors have the required occupational experience and
are trained and qualified in assessment techniques
2.1.3 The importance of assessors maintaining their Continuing Professional Development
(CPD)
In groups, discuss what potential workplace situations an Internal Verifier could be approached by an
assessor for guidance and support. Delegates to practice responding to these potential assessor queries.
2.2.1 The importance of familarisation with own company internal verification processes
2.2.2 The importance of planning internal verifications when they directly involve others (e.g.
the assessor, candidate, witness)
2.2.3 The need to monitor assessors throughout the assessment process to check their
compliance with:
2.2.4 The need to ensure there is a robust process in place for ensuring quality assurance of
the assessment process where observation of assessors during an assessment is not a
viable option
2.2.5 The need to monitor the accuracy and security of the assessment records and record
keeping process
2.2.6 Appropriate sampling methods to ensure assessment decisions are:
Discuss and explain if the assessments were valid, authentic, reliable, current and sufficient. Record any
pertinent issues. These points will form the basis of discussion for a standardisation meeting in Practical
Exercise 2.4.4 .
Delegates to practice conducting feedback sessions in which difficult issues or disagreements are raised
using several feedback scenarios (see examples in Appendix 2). Share and discuss feedback as a group.
2.4.1 Typical assessment and verification standardisation activities and discussion topics
2.4.2 The importance of participating in and contributing to standardisation activities
2.4.3 Other potential Internal Verifier responsibilities, to include as a minimum:
(a) Preparing for Internal/External audits
(b) Discussing, agreeing and implementing actions from Internal/External
audits
(c) Revision to processes and procedures
(d) Reporting to managers on assessment and verification progress and
findings
Based on the results from Practical Exercise 2.2.9, delegates to participate in a standardisation meeting
and discuss the variances between assessments. Delegates to practice selecting agenda items for the
meeting and then proposing and discussing solutions.
The following assessment evidence, generated in the workplace, is to be provided by the delegate or
their organisation’s representative to the training provider as soon as possible but within twelve
months of completion of the OPITO Internal Verifier Training course.
Workplace evidence submitted must be sufficient to meet all the Evidence Requirements. This evidence
will be assessed by the training provider prior to issuing an OPITO certificate.
Should the OPITO Internal Verifier certification not be achieved within twelve months, delegates are to
re-take assessments as detailed in Section A.6. Assessments are carried out by OPITO-approved training
providers.
Evidence Requirements:
In order to complete this training programme delegates must submit, as a minimum, the verification-
related documentation listed below to the OPITO-approved Training Provider within a twelve month
period. Two assessors must be verified in the workplace and the same two assessors must be used
throughout the verification process:
1. Make a judgement for each delegate of "Competent", or "Not Yet Competent" based on the
verification evidence (i.e. points a) – d) above). This decision must be fed back to the delegate
and internal verifier for further action, if required.
2. Where the judgement is "Competent", the training provider will inform the delegate and will
issue a certificate. The delegate must retain all training material and assessment verification
records resulting from the course. The training provider must keep a copy of the completed
assessment evidence i.e. completed test paper, evidence required from the workplace plus
course evaluation forms, for OPITO audit purposes.
3. Where the judgement is "Not Yet Competent", the training provider should make every effort,
via feedback to the delegate and their organisation’s representative, where applicable, to assist
the delegate to become “Competent” (then revert to Point 2 above).
SECTION C Resources
In order that a training programme may be delivered successfully it is essential that appropriately
qualified and experienced people are there to deliver and support the programme and that the
appropriate facilities and equipment are in place. Instructional staff will be required to carry out
training, and assessors will be required to judge the delegate’s competence.
C.1 Staff
(c) Have their training and development needs regularly reviewed and have a programme
in place to meet any identified requirements
All staff will have the appropriate competencies to conduct/assist with the element of training being
undertaken.
(a) The maximum number of delegates attending this programme is eight using one
instructor or sixteen using two instructors.
(c) The following ratios indicate the maximum number of delegates to be supervised by one
instructor at any one time during each activity or two instructors at any one time:
In order to deliver the internal verifier training course effectively, the following facilities need to be in
place:
Theory training area(s) and practical training area(s) designed to enable each delegate to
participate fully in the activities listed in the training programme and which will not be used
simultaneously for any other activity
All facilities must be maintained, and where appropriate, inspected and tested in accordance with
current standards/legislation.
Location of Training
It is recognised that the restricted range of resources and facilities required makes this course suitable
for on-location training. However, prior to any courses being delivered remotely, training providers
must comply with the following requirements:
a) Prior to initial approval, the training provider will specify a single ‘approved site’ and advise
OPITO of its intention to deliver training remotely.
b) The training provider will advise OPITO of the location of any remote training in advance of each
delivery (where possible, 10 days in advance).
c) The training provider shall ensure the suitability of facilities and arrangements prior to delivery.
d) Documented evidence will be retained by the training provider to show that delivery of training
at the remote site meets the criteria detailed in this OPITO standard including, but not limited
to, facilities, equipment and qualification of instructional & assessment staff.
e) Documented management procedures shall be retained which record any measures required to
assure the quality and safety of on location training.
f) All records and associated documentation must be retained at a single, specified location,
mutually agreed with OPITO, and made available at time of audit.
g) OPITO reserves the right to physically audit any or all of the remote sites operated by the
training provider.
C.4 Materials
The OPITO-approved Training Provider must provide the delegate with course information prior to
course so that delegates are aware of the requirements of the standard.
D.2 Periodicity
There is no expiry date for the OPITO-approved Internal Verifier Training certificate.
Note: It is the delegate’s employing company’s responsibility to determine the validity of this certificate
and how to re-validate the delegate’s training.
D.3 Certification
Training Centres are responsible for issuing a certificate direct to the delegate completing the
programme and to the sponsoring company (when required). An OPITO certificate will be issued by the
training provider to all delegates assessed as meeting the stated learning outcomes and workplace
evidence requirements specified in Section B. The issue of a certificate indicates that the delegate has
achieved the level of competence required to be recognised as an OPITO Certified Internal Verifier and
must contain the following:
Each delegate being certificated for an OPITO approved programme must be registered with the Central
Register (CR) operated by OPITO. Registration must be made by the training establishment to OPITO
within one week of the delegate completing the workplace evidence requirements.
OPITO confirms that information on the registration form will be contained in a computerised register
which will be available to employers, prospective employers and training providers in the oil and gas
industry to verify training records. At all times use of this data will be strictly in accordance with
principles laid down in relevant data protection legislation.
The topics listed below are to be delivered as part of the introduction to this course and included in the
Lesson Plans/Instructor guides/Exercise Plans. Additional introduction topics may include training centre
layout and alarms, emergency actions, first aid and domestic arrangements
Feedback scenarios, based on characteristics similar to the examples below, are to be devised by the
training provider.
Example #1
Assessor:
a) Opinionated, sure of his/her, has been assessing for a long time
b) Makes no effort to put the candidate at ease and asks brusque, sharp questions
c) Sometimes gets in the way during the assessment
d) Decided the candidate was Not Yet Competent because of his/her nervousness
Internal Verifier:
e) Has just become the internal verifier for this assessor
f) Believes the candidate was put under too much pressure and didn’t get a fair
assessment
g) Has documentation from other assessors that shows the candidate has been deemed
Competent on a previous occasion for a similar task
Challenge:
How does the internal verifier present comments on the assessor’s technique that ensures that future
assessments are handled more compassionately? Is a standardisation meeting required to see why two
opposite decisions on the same candidate have been made?
Example #2
Assessor:
a) New to assessment and very enthusiastic
b) Asked a great deal of detailed, theoretical questions
c) Took a lot of notes and a long time to assess the candidate
d) Resultant report was long winded, the candidate was deemed competent, but the
assessor didn’t provide relevant evidence to back up the detailed observation
Internal Verifier:
e) Appreciates the assessor’s energy, but worries that he/she is over-assessing candidates
f) If it continues in this way it will take a long time to complete the assessment
Challenge:
How does the internal verifier explain the need for boundaries in assessment? How does the verifier
show that he/she appreciates the new assessor’s commitment, but that appropriate technique and
record keeping are required as well?