ISA CCST Level II study materials
ISA CCST Level II study resources

ISA CCST Level II study plan

ISA CCST Level II · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Calibration, maintenance, repair and troubleshooting

  • Map every calibration and troubleshooting subtopic in Domain 1 to a personal confidence rating so weak areas are identified before study begins

  • Explain how zero, span, and linearity errors are distinguished and how each is corrected on a typical 4-20 mA transmitter

  • Trace a complete calibration chain from process variable to control system input and state where uncertainty enters at each step

  • List the routine maintenance tasks and inspection intervals commonly applied to transmitters, control valves, and impulse lines

Your checkpoint

A one-page Domain 1 topic map with confidence ratings and a written calibration-chain diagram showing at least five uncertainty sources

Week 2

Calibration, maintenance, repair and troubleshooting

  • Diagnose loop faults from symptoms such as frozen readings, erratic signals, saturation, and ground loops, and rank the likely causes for each

  • Describe the correct use of a loop calibrator, HART communicator, and multimeter during fault isolation without disturbing the process

  • Explain how to perform a five-point calibration check, document as-found and as-left data, and decide when a device needs adjustment versus replacement

  • Identify safety and process-isolation steps required before opening a loop or removing an instrument from service

Your checkpoint

A troubleshooting decision tree covering at least six fault symptoms with ranked causes and the test used to confirm each

Week 3

Calibration, maintenance, repair and troubleshooting & Project start-up, commissioning and loop-check

  • Work through valve-positioner and actuator repair scenarios, including stroking, bench-set, and travel-stop adjustment

  • Explain loop-check sequencing from field device to DCS and describe what each check proves

  • Prepare a pre-commissioning checklist for a single instrument loop covering wiring, grounding, polarity, and configuration

  • Compare point-to-point verification with full loop verification and state when each is appropriate

Your checkpoint

A completed sample loop-check package for one hypothetical flow loop, including checklist, test steps, and acceptance criteria

Week 4

Project start-up, commissioning and loop-check

  • Describe cold and hot commissioning activities and the order in which they are performed on a new process unit

  • Explain how to verify analog inputs, analog outputs, and discrete signals against the cause-and-effect or I/O list

  • Outline how interlocks and safety functions are functionally tested and how test results are recorded and witnessed

  • Identify the documentation typically required to close out commissioning, such as punch lists, test records, and turnover packages

Your checkpoint

A commissioning sequence for a two-loop skid with interlock, listing test steps, records generated, and sign-off points

Week 5

Project organization, planning and documentation

  • Identify the core project documents, including P&IDs, instrument index, loop drawings, datasheets, and I/O lists, and state what each controls

  • Explain how an instrument index and I/O list stay synchronized with P&ID revisions and why drift causes field errors

  • Describe how scope, schedule, and budget baselines are set and how change orders are raised and tracked

  • Draft a revision-control procedure for instrument drawings that names approvers and distribution rules

Your checkpoint

A document register for a small project listing at least eight document types, their owners, and revision-control rules

Week 6

Project organization, planning and documentation

  • Build a work breakdown structure for an instrumentation installation package and map it to a simple schedule

  • Explain how to estimate labor and material for instrument installation and where estimates commonly fail

  • Describe how vendor submittals, factory acceptance tests, and shipping schedules are tracked against the project plan

  • Outline a project closeout file, including as-builts, test records, and training documentation

Your checkpoint

A one-page WBS with schedule bars and a short written rationale for each estimate assumption

Week 7

Administration, supervision or management

  • Explain the supervisor's role in assigning work, verifying competence, and documenting performance on instrument crews

  • Describe how to run a toolbox talk and a pre-job safety review for a loop-check or calibration task

  • Outline how to manage contractor interfaces, permits, and coordination with operations during commissioning

  • Identify the recordkeeping and reporting obligations that fall on a lead technician or supervisor

Your checkpoint

A supervisor's weekly routine document covering crew assignment, safety briefing, progress reporting, and escalation triggers

Week 8

Calibration, maintenance, repair and troubleshooting & Project start-up, commissioning and loop-check & Project organization, planning and documentation & Administration, supervision or management

  • Review all four domains using the topic map and confidence ratings from week 1, closing remaining gaps

  • Practice timed questions across every domain and analyze errors by domain and subtopic

  • Rehearse explaining a troubleshooting decision, a loop-check sequence, and a schedule trade-off aloud as if to an examiner

  • Confirm exam-day logistics and finalize a last-week review sheet of formulas, standards, and terminology

Your checkpoint

A scored practice set with an error log by domain and a one-page final review sheet

Milestones

Week 2: Can diagnose at least six loop fault symptoms from memory and name the confirming test for each without notes

Week 4: Can walk through a complete loop check and commissioning sequence for a two-loop skid, naming records and sign-offs at each stage

Week 6: Can build a WBS and document register for a small project and explain revision control and change orders in plain terms

Week 8: Scores at or above 80 percent on a mixed-domain timed practice set with no domain below 70 percent