etcal level 2 diploma in rail engineering (competence) …€¦ · assessment guide ; assessment...

ETCAL Level 2 Diploma in Rail Engineering (Competence) 603/6051/3

Assessment Guide

Assessment Principles Introduction ETA qualifications are developed in conjunction with the industries and employers they service. They are designed to add value and deliver multidimensional outputs that provide impact for both learners and employers. It is therefore important that the assessment requirements of ETA qualifications are robust whilst not containing unnecessary and over-burdensome challenges that detract from the intended outcomes and impact. Principles There are four key principles to underpin assessment delivery:

1. Assessment should contribute to developing a learners’ knowledge and/or skills and provide relevant and current development as the related industry requires.

2. Systems for capturing evidence of competence should be integrated and efficient. Assessment practices for both competence-based and knowledge-based aspects of qualifications should, where possible, be integrated with industry-driven standards and requirements.

3. Assessment methods must be appropriate for the level and nature of the qualification units to be assessed. Methods of assessing achievement against learning outcomes and assessment principles must be accommodating and flexible, whilst remaining appropriate for both the level being assessed and industry expectations of learners at that level.

4. Evidence of knowledge and understanding must be recorded and be clearly attributable to the learner. This can be delivered using task-

based activity with questions and answer sessions, supported by assessor observation. The choice and application of assessment methods must be consistent with these principles and will generally include:

• Direct Observation • Written evidence (portfolio/workbook) • Centre set assignment • Centre set coursework • Oral examination • Professional/open discussion

Delivery Team Requirements

Tutors / Assessors

• Tutors / Assessors should have a detailed knowledge of, and be competent in, the occupational requirements of the units • Tutors / Assessors should hold or be working towards the related professional qualifications for delivery and assessment as required • This competence will have been acquired either in direct employment in the occupational role to which the unit relates, or in

employment as a manager, supervisor or in-house trainer of employees carrying out the role • It is unlikely that occupational competence will have been achieved in less than twelve months of employment, but individuals with less

experience could be considered as assessors if sufficiently occupationally competent Internal Quality Assurers (IQAs)

• IQAs must have a thorough understanding of the structure, content and occupational requirements of the units that they are internally quality assuring. This understanding will have been acquired while either working directly within or delivering within the relevant occupational area in either an operational or a support function

• The level of understanding must be sufficient to allow the IQA to judge whether the assessor has fully assessed learners against all the principles within the unit

• It is unlikely that a person could have gained this level of understanding in less than twelve months of being employed, but individuals with less experience could be considered as IQAs if they have the required level of experience, knowledge and understanding

Technical / Expert Witness

Expert witnesses can be drawn from a wide range of people who can observe, ‘measure and examine performance against the industry and qualification principles. These can include line managers and experienced individuals within a related sector-based organisation. The Technical Expert Witnesses should have proven practical experience and knowledge relating to the content of the principles being assessed.

It is unlikely that someone could become an expert in their entire job role in less than twelve months of being employed in their industry. They could, however, very quickly become an expert in the content of a single unit if this was the focus of their job role. The assessor should make a judgement as to the level of expertise held by a potential Technical Expert Witness and, where necessary, this should be confirmed with the awarding organisation.

Assessment Materials

ETC Awards Ltd. (ETA) Assessment Materials are protected by copyright and are supplied only to Approved Centres for use solely for the purpose of the assessment of ETA learners.

Instructions for Conducting Assessment

the Approved Centre must either:

• Secure approval of in-house assessment material by ETA’s External Quality Assurance team prior to use • Use ETA Assessment Materials • We recognise that reasonable adjustments may be considered at the time of assessment, please refer to the ETA Reasonable adjustments and

considerations policy

All approved centres must then handle and store securely all Assessment Materials in accordance with the following:

• Assessment Material must be accessible to learners only during their programme • The Approved Centre must not make public in any format the contents of any materials either in part or in full. • Materials must be securely handled and under no circumstances shared with third party organisations or individuals • The Approved Centre must seek permission from ETA through the External Quality Assurance team if they want to convert Material for

alternative storage, retrieval and delivery in electronic formats.

Qualification aim This qualification informs and guides learners who want to work as an operative in the rail engineering industry who needs to demonstrate their competence to enable progression within their workplace and careers. They could be learners who may have limited prior experience in rail engineering but have the ability to achieve a level 2 qualification, and for those learners starting a career in rail engineering. This qualification provides the competence aspect of the Level 2 Rail Engineering Operative Standard and can be attempted once the employer deems it appropriate to do so to up skill existing operatives, or career changers who may have existing technical engineering competence and need this to be recognised in a qualification. Qualification introduction This qualification is made up of six pathways that will help learners to develop skills and capabilities relevant to the sector and specific routes within. It provides evidence of competence for specific job roles within the rail industry and through the individual pathways. It will help the learner to acquire the self-confidence and motivation to take advantage of the many opportunities for their progression and development within the industry. Assessment In order to achieve this qualification a learner must complete all units required to achieve and against the achievement definition. The qualification is assessed by an assessor who validates the portfolio evidence and supports this with assessor workplace observation and questioning. The assessor and the operative also agree an assessment plan of what will be done and when. The assessment criteria determine the standard required to achieve each unit and allow for a variety of assessment methods to be used as appropriate to the environment the qualification is delivered in. This qualification is not graded and is marked either pass or fail. All assessment criteria in this qualification should be undertaken and met in line with the current rail standards rule book. . Progression

Upon completion of this qualification learners will have been provided with the self-confidence and motivation to take advantage of the many opportunities for progression and development within the industry, such as carrying out further training in the following areas; track renewals, track maintenance, traction and rolling stock, electrification construction, electrification maintenance and signal and telecommunications, progression into employment and by taking up a Rail Engineering Technician Operatives. Learners will be prepared to progress to 3 qualifications in a range of occupations within the sector. Achievement The qualification consists of six pathways all with individual achievement requirements and as detailed in the Pathway sections throughout the documents. Track Engineering Pathway Pathway Introduction This pathway covers the competency requirements for Track Engineering within the Level 2 Diploma in Rail Engineering (Competence) and is made up of three mandatory units and four track pathway units that will help learners to develop skills and capabilities relevant to the sector. It provides evidence of competence for job roles such as a track operative and will help the learner to acquire the self-confidence and motivation to take advantage of the many opportunities for their progression and development within the industry. . Achievement In order to achieve this pathway a learner must gain 37 credits by completing all of the units detailed below as mandatory.

Level 2 Unit – Working Efficiently and Effectively as a Rail Track Engineering Operative

Unit aim This unit introduces learners to identifying and understanding the safety precautions required when carrying out rail engineering activities. They will be required to demonstrate safe working practices throughout and will understand the responsibility they owe to themselves and others in the workplace. Unit introduction This unit will help learners to apply the appropriate occupational behaviours required in the workplace to meet the job profile and overall company objectives, including making personal commitment, acting professionally, demonstrating risk awareness, display at all times; self‐discipline, self‐motivation and a proactive approach to their work. They will also at all times work reliably, safely, effectively, efficiently and are receptive to feedback. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit, through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met inline with the current rail standards rule book.

Unit Reference Number T/618/1773 Qualification Framework RQF

Title Working Efficiently and Effectively as

a Rail Track Engineering Operative Unit Level Level 2 Guided Learning Hours 50 GLH Total Qualification Time 50 TQT Unit Credit Value 5 Credits Unit Grading Structure Pass / Fail

Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Understand the organisational

practices and procedures within the workplace

1.1 Outline the safe working practices and procedures that must be followed whilst preparing and tidying up your work area

1.2 Explain the importance of reporting to work on time and returning from breaks on time

Include what the potential consequences are if this is not adhered to

1.3 Explain the need for a flexible approach to work and responding positively to changes or amendments required by the business

1.4 Describe the individual’s responsibility to work in an ethical manner

Include the organisation’s policies relating to ethical working and behaviours

1.5 Explain the importance of applying the appropriate occupational behaviours in the workplace

Include the implications for both the employee and the business if these are not adhered to

1.6 Describe the organisational procedures to deal with and report any problems that can affect working relationships

1.7 Identify the current legislation covering discrimination in the workplace on the grounds of race, religion sex, age and disability

2 Understand how to maintain effective working relationships with colleagues and supervisors

2.1 Describe how to deal with disagreements with others in ways which will help to resolve difficulties and maintain long term relationships

2.2 Describe the importance of maintaining effective working relationships within the workplace

Give at least two examples such as listening attentively to instructions from their supervisor, making sure they ask for help and advice in a polite and courteous manner, responding positively to requests for help from others

2.3 Explain the importance of clear communication both oral and written, and the use of appropriate language

2.4 Identify the need to change communication styles to meet the needs of the intended audience

2.5 Explain the importance of respecting others, including an awareness of diversity and inclusion

2.6 Outline the types of attitudes and behaviours that are likely to create conflict or negative responses

2.7 Describe the need to adhere to timescales set for work, whilst maintaining appropriate quality standards

Include the implications if these are not adhered to

2.8 State how to present themselves in the workplace suitably dressed for the activities to be undertaken

Give at least two examples such as being neat, clean and dressed in clothes appropriate to the area of activity

2.9 Describe the difficulties that can occur in working relationships, and how to resolve them

3 Understand how to work safely at all times, complying with health and safety and environmental legislation, regulations and other relevant guidelines

3.1 Identify the procedures or systems in place for risk assessment

Must include COSHH, personal protective equipment (PPE) and other relevant safety regulations

3.2 Identify and wear the appropriate

personal protective equipment for the work area and for the specific activity being carried out

Give three examples such as correctly fitting overalls, safety shoes, eye protection, ear protection

3.3 Demonstrate how to check and use all tools and equipment safely and correctly, and only for their intended purpose.

Include the adherence to the Control of Vibration at Work Regulations (Hand and Arm) This will be observed

3.4 Demonstrate how to ensure the work area is maintained and left in a safe and tidy condition

This will be observed and recorded

4 Understand the correct and safe use of materials and equipment

4.1 Demonstrate and outline the correct use of any equipment used to protect the health and safety of themselves and their colleagues


4.2 Outline the procedure for ensuring that all documentation relating to the work being carried out is available, prior to starting the activity

Following company procedures will be observed and recorded

4.3 Explain the procedure for ensuring that all tools and equipment are available prior to undertaking the activity


4.4 Demonstrate the checks to be carried out to ensure that tools and equipment are in full working order, prior to undertaking the activity


4.5 Demonstrate the checks to be carried out to ensure that all materials required are correct and complete, prior to undertaking the activity


4.6 Explain the need to dispose of waste materials and consumables (such as oils and chemicals) in a safe and environmentally friendly way

4.7 Outline where tools and equipment should be stored and located, and why it is important to return all tools and documentation to their

designated area on completion of your work activities

4.8 Explain the importance of leaving the work area in a safe condition on completion of working activities

Give two examples such as, equipment correctly isolated, cleaning the work area and removing and disposing of waste

5 Understand how to obtain all necessary consumables, tools and equipment

5.1 Check that the consumables, tools and equipment are in a safe and usable condition


5.2 Explain how to deal effectively with problems that could arise and the action that should be taken when working.

To include quality, safety, people, drawings, other documentation, tools, equipment, when material are incomplete, or do not meet the requirements of the activity,

6 Understand how to prepare and carry out the rail engineering activity

6.1 Demonstrate that the work area is free from hazards and is suitably prepared for the activities to be undertaken


6.2 Demonstrate that any required safety procedures are implemented


6.3 Demonstrate how any necessary personal protection equipment is obtained, and is in a safe and usable condition


6.4 Demonstrate obtaining all necessary drawings, specifications and associated documents as applicable

Obtaining the appropriate drawings/documentation to be used, determining the materials required, determining the tools and equipment required, determining a suitable sequence of operations. This will be observed

6.5 Demonstrate obtaining the applicable job instructions and ensure they are understood


6.6 Ensure the correct materials or components are obtained as required


6.7 Obtain the appropriate authorisation as applicable to carry out the work

Observe following company procedures

7 Understand how to be able to deal promptly and effectively with any rail engineering problems

7.1 Explain where to seek help and guidance if there is a problem you cannot deal with or is beyond your responsibility

Include why it is important to be open and honest and admit to any errors and/or mistakes

7.2 Demonstrate how to identify and deal with problems affecting the rail engineering activity

Must include at least four of the following: • Materials • Job specification • Timescales • Tools and equipment • Quality • Safety • Drawings • People • Work activities or procedures This will be observed and recorded

7.3 Describe the reasons for informing others of any activities which may have impact on their work

Give at least two examples such as the need to temporarily disconnect a shared resource like electricity or compressed air supply; making undue noise or creating sparks, fumes or arc flashes from welding

8 Understand how to contribute to the business by identifying any possible opportunities for improving the working practices and/or processes

8.1 Explain the importance of taking an active and positive part in the contribution to the implementation of any amendments or changes to the working practices and/or processes

Select one of the following as an example that it would impact on • Health and safety • Customer service • Training and development • Regulatory compliance • Supplier relationships • Communication (internal and/or external) • Team working • Other improvement

8.2 Explain the importance of contributing to an improvement or change.

To include at least one of the following: • Standard Operating Procedures • Quality • Cost • Time such as lead or processing time

• Waste • Energy utilisation • Equipment performance or condition • Resource

9 Understand how to be able to clean, tidy up and restore the work area on completion of the rail engineering activity

9.1 Identify and state the designated location for returning tools and equipment to

9.2 Identify the designated location returning drawings and work instruction

9.3 Identify and state the correct procedures for disposing of waste materials, in line with organisational and environmental requirement

9.4 Demonstrate where applicable the completion of all necessary documentation that are accurate and legible

This will be observed and assessed

9.5 Identify, where appropriate, any damaged or unusable tools or equipment


10 Understand how to contribute to developing own Continuous Development Plan relevant to career development and objectives

10.1 Describe the levels of skill, knowledge and understanding needed for competence in the areas of the chosen work

10.2 Describe own role in helping to develop own skills and knowledge

To include checking with the supervisor about the work expected to carry out, standard required to be achieved, any safety points to be aware of, skills and knowledge needed to develop

10.3 Define responsibilities for providing evidence of performance and progress

Give two examples such as submitting work for assessment or the completion of assignments or tests

10.4 Outline the benefits of continuous personal development, and the training opportunities that are available in the workplace

10.5 State the importance of reviewing training and development with trainers and supervisors.

To include comparing the skills, setting objectives to overcome any shortfall, address any individual developmental needs

10.6 Describe individual development objectives, and how these were identified

This is to include short term and long-term goals

10.7 Outline expectations and progress towards the identified objectives

10.8 Explain how to use feedback and advice to improve personal development and performance objectives

Level 2 Unit – Complying with Organisational Safety Requirements and Statutory Regulations

Unit aim This unit introduces and guides learners to identify the knowledge required in order that the operative can demonstrate that they are competent in being able to deal with statutory regulations and organisational safety requirements, in accordance with approved procedures. Unit introduction This unit will help learners to develop an understanding of their work and will provide an informed approach to applying statutory regulations and organisational safety requirements and procedures. They will understand the safety requirements and their application and will know about the safety requirements in adequate depth to provide a sound basis for carrying out the activities safely and correctly. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.

Unit Reference Number A/618/1774 Qualification Framework RQF

Title Complying with Organisational Safety

Requirements and Statutory Regulations Unit Level Level 2 Guided Learning Hours 100 GLH Total Qualification Time 100 TQT Unit Credit Value 10 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Understand the health and safety

and environmental legislation, regulations and other relevant guidelines

1.1 Outline the roles and responsibilities of themselves and others under the Health and Safety at Work Act 1974

List three employer responsibilities and three employee responsibilities

1.2 State the full title C.O.S.H.H, and explain

why it is important for correct storage

1.3 State the name of the regulation that applies to manual handling

List three employer responsibilities and three employee responsibilities

1.4 Identify and state at least two other current legislations relating to work activities

One must be environmental

1.5 Demonstrate knowledge of the warning signs and labels of the main groups of hazardous or dangerous substances

As defined by Classification, Packaging and Labelling of Dangerous Substances Regulations

1.6 Explain what the purpose of a Risk Assessment and the legal requirements is to have them in the workplace

1.7 Explain what constitutes a hazard in the workplace

Include moving parts of machinery, electricity, slippery and uneven surfaces, dust and fumes, handling and transporting, contaminants and irritants, fire, working at height, environment

1.8 Outline what are their responsibilities for dealing with hazards and reducing risks in the workplace

Include hazard spotting and safety inspections; the use of hazard check lists, carrying out risk assessments, COSHH assessments and safe systems of working

1.9 Identify and state what are the risks associated within the working environment

At least three from the following: • The tools • Materials and equipment used • Spillages of oil and chemicals • Not reporting accidental breakages of tools or

equipment • Not following laid-down working practices and

procedures 1.10 Outline the importance of applying the

appropriate occupational behaviours in the workplace and the implications for both the employee and the business if these are not adhered to

2 Understand the organisational policies and procedures

2.1 Identify and state what are the first aid facilities that exist within the organisation

Include the procedures to be followed in the case of accidents involving injury

2.2 Identify and state the procedures for sounding the emergency alarms, their presence at the appropriate assembly point

Include reporting, evacuation procedures, escape routes are to be used.

2.3 State how to locate relevant health and safety information for their tasks.

Include the sources of expert assistance when help is needed.

2.4 State the procedures for reporting a dangerous occurrence or a hazardous malfunction, even when no one was injured

2.5 Identify what the organisational policy is with regard to firefighting procedures and the common causes of fire

Include how to prevent the common causes of fire, must be at least three

2.6 List within the organisation, appropriate sources of information and guidance on health and safety issues

Must include at least: • Eye protection and personal protective equipment

(PPE) • COSHH regulations • Risk assessments

3 Understand safe working practices within the workplace

3.1 Demonstrate the selection of what protective clothing and equipment is available for their areas of activity

This will be observed, assessed and recorded

3.2 Demonstrate how to lift and carry loads safely, and the manual and mechanical aids available when needed


3.3 Demonstrate the use of correct manual lifting and carrying techniques

Must include two of the following methods of manual lifting and carrying: • Lifting alone • With assistance of others • With mechanical assistance

This will be observed and recorded 3.4 Demonstrate to the preparation and

maintaining of safe working areas, This will be observed, assessed and recorded to include standards, procedures and ensure good housekeeping

3.5 Outline the importance of safe storage of tools, equipment, materials and products

3.6 State the extent of their own authority and to whom they should report in the event of problems that they cannot resolve

4 Understand how to apply duties and obligations to health and safety

4.1 Outline duties and responsibilities as an individual under the Health and Safety at Work Act 1974 in the work environment

4.2 Demonstrate compliance with the appropriate statutory regulations at all times


4.3 Demonstrate compliance with company/sector procedures in regard to safe access to work locations


4.4 Demonstrate preparedness for work on site in compliance with health and safety legislation.

Must be in compliance for specific tasks to be undertaken at all times. This will be observed, assessed and recorded

4.5 Demonstrate following organisational accident and emergency procedures


5 Understand how to apply safe working practices within the workplace

5.1 Demonstrate maintaining a tidy workplace, with exits and gangways free from obstruction


5.2 Demonstrate the use of equipment safely and only for the purpose intended


5.3 Demonstrate compliance with all organisational safety rules, signs and hazard warnings


5.4 Demonstrate taking all reasonable measures to protect others from any harm resulting from the work that they are carrying out


Level 2 Unit – Using and Interpreting Engineering and Documentation Data

Unit aim This unit introduces and guides learners to understand, use and interpret engineering and documentation data required in order that the operative can demonstrate that they are competent in being able to work efficiently and effectively in the workplace, in accordance with approved procedures and practices. Unit introduction This unit will help learners to develop an understanding of what information should be available and to whom, the different ways or formats that data and documentation can be presented, the importance of keeping all data and documentation up to date during the work activity, and the implications of this not being done. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.

Unit Reference Number F/618/1775 Qualification Framework RQF

Title Using and Interpreting Engineering and

Documentation Data Unit Level Level 2 Guided Learning Hours 50 GLH Total Qualification Time 50 TQT Unit Credit Value 5 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Understand how to use the

approved source to obtain the required data, documentation or specifications

1.1 Identify what information sources are used for the data and documentation that is used in the work activities

1.2 Outline how documents are obtained and

how to check that they are current and valid

1.3 Explain the basic principles of confidentiality Include what information should be available and to whom and give at least two examples

2 Understand how to use and interpret engineering and documentation data

2.1 Describe the importance of differentiating fact from opinion when reviewing data and documentation

2.2 State the different ways or formats that data and documentation can be presented

Give three examples from drawings, job instructions product data sheets, manufacturers’ manuals, financial spreadsheets, production schedules, inspection and calibration requirements, customer information

2.3 Outline how to use other sources of information to support the data

To include three from: • Electronic component pin configuration

specifications • Reference charts • Standards • Bend allowances required for material thickness;

electrical conditions required for specific welding rods

• Mixing ratios for bonding and finishing materials • Metal specifications and inspection requirements • Health and safety documentation

2.4 Outline the different ways of storing and organising data and documentation to ensure easy access

2.5 Explain the procedures for reporting discrepancies in the data or documentation, and for reporting lost or damaged documents

2.6 State the importance of keeping all data and documentation up to date during the work activity, and the implications of this not being done

2.7 Outline the care and control procedures for the documents, and how damage or graffiti on documents can lead to scrapped work

2.8 Explain the importance of returning documents to the designated location on completion of the work activities

3 Understand drawings and diagrams 3.1 Identify what basic drawing conventions are used and why there needs to be different types of drawings

Must include from: • isometric and orthographic • First and third angle, assembly drawings, circuit • Wring diagrams • block and schematic diagrams

3.2 Explain what types of documentation are used.

Must include two examples interrelate such as:

• Production drawings • Assembly drawings • Circuit and wiring diagrams • Block and schematic diagrams

3.3 Explain the imperial and metric systems of measurement

In relation to tolerancing and fixed reference points

3.4 Outline the meaning of the different symbols and abbreviations found on the documents that you use

Must include two examples from:

• Surface finish, • Electronic components, • Weld symbols, • Linear and geometric tolerances, • Pressure and flow characteristics

3.5 Explain the extent of their own responsibility, when to act on their own initiative to find, clarify and evaluate information, and to whom they should report if they have problems that they cannot resolve

3.6 State the importance of analysing all available data and documentation before decisions are made

4 Understand how to use methods of communication and IT systems to accurately report and record information

4.1 Demonstrate the use of oral based methods and systems for communication


4.2 Demonstrate the use of written based methods and systems for communication


4.3 Demonstrate the use of electronic based methods and systems for communication


4.4 Identify and state how to use IT based methods and systems for communication

5 Understand how to use the approved source to obtain the required data, documentation or specifications

5.1 Demonstrate how to carry out and check the currency and validity of the documentation used


5.2 Demonstrate how to carry out and exercise care and control over the documentation at all times


5.3 Demonstrate how to carry out and correctly extract all necessary data in order to carry out the required tasks


5.4 Demonstrate how to carry out and seek out additional information where there are gaps or deficiencies in the information obtained


5.5 Demonstrate how to carry out and report any problems found with the data, documentation or specifications


5.6 Demonstrate how to carry out and make valid decisions based on the information extracted


5.7 Demonstrate how to return all documentation to the approved location on completion of the work


6 Understand how to extract relevant information, terms and information from engineering drawings

6.1 Identify and interpret information from engineering drawings and other related documentation

Extract information from at least three of the following: • Materials or components required • Connections to be made • Dimensions • Processes or treatments required • Dismantling/assembly sequence required • Installation requirements • Location/orientation of parts

• Tolerances and quality requirements • Circuit characteristics (such as pressure, flow, current,

voltage, speed) • Test points • Inspection requirements

6.2 Identify and use terms and information extracted from engineering drawings and related documentation to establish work requirements

To include four of the following: • General assembly drawings • Routing diagrams (such as piping, cables etc) • Fluid power drawings • Layout diagrams (such as schematic, block, physical,

system) • Wiring/circuit diagrams • Approved sketches • Installation drawings • Technical illustrations • Manufacturers' manuals/drawings • Visual display screens • Photographic images

6.3 Identify and use information extracted from related standards, templates and certifications to establish work requirements

To include four from the following: • Standard operating procedures • Maintenance log/reports • Reference tables/charts (such as logic tables, ladder

diagrams) • Fault diagnosis guides • National, international and organisational standards • Test schedules • Health and safety standards relating to activity (such as

COSHH) • Test results • Environmental requirements/information • Manufacturers' instructions

6.4 Outline the procedure to report any inaccuracies or discrepancies in

Must follow company procedures

documentation and specifications if applicable

6.5 Demonstrate how to deal promptly and effectively with any problems within an individual’s control and report those which cannot be solved

Demonstrate the completion of daily worksheet detailing completed tasks and incomplete/problem tasks

Level 2 Unit – Restore Rail Switches and Crossing to Operational Condition

Unit aim This unit introduces and guides learners to demonstrate occupational competency in restoring rail switches and crossings to operational condition. Unit introduction The learner must be able to mark out and carry out repairs on all types of track including those with steel, concrete and wood bearers. Dimensional clearances must be taken into account at all times. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.

Unit Reference Number J/618/1776 Qualification Framework RQF

Title Restore Rail Switches and Crossing to

Operational Condition Unit Level Level 2 Guided Learning Hours 50 GLH Total Qualification Time 50 TQT Unit Credit Value 5 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Understand how to restore rail

switches and crossings to operational condition

1.1 List the organisation’s procedures that define the appropriate safe system of work for the activity

1.2 Outline how to source and interpret engineering specifications as approved by own organisation

1.3 Demonstrate the methods, techniques and procedures for worksite repair as approved by own organisation including those that are both temporary and permanent


1.4 Explain how incorrectly repaired plain line can affect the safety and performance of the permanent way

1.5 Demonstrate own organisation’s procedures for the care and control of mechanised equipment, including calibration requirements


1.6 Demonstrate own organisation’s procedures for recording maintenance activities, including both paper based, and computer based


1.7 Demonstrate own organisation’s methods and techniques for ensuring that repaired assets meet the specified operational conditions


1.8 State the importance of carrying out repair activities in the specified sequence and agreed timescale

1.9 Outline the relevant reporting lines and procedures as approved by own organisation

1.10 State the likely impact of the activity on the operations of other departments and the impact of their work on the activity

1.11 Outline the limits of own authority and responsibility and those of others involved

2 Understand how to restore rail switches and crossings to operational condition

2.1 Demonstrate the set-up of a safe system of work in line with organisational procedures and work to the system


2.2 Demonstrate how to Source and interpret the relevant specifications


2.3 Demonstrate how to prepare the worksite for repair


2.4 Demonstrate how to carry out the repairs within agreed timescales using approved materials and components, methods and procedures


2.5 Ensure that the repaired asset meets the specified operating conditions


2.6 Produce accurate and complete records of all repair work carried out


Level 2 Unit – Restore Plain Line Track Geometry to Operational Condition

Unit aim This unit introduces and guides learners to demonstrate occupational competency in restoring plain line track geometry to operational condition. Unit introduction The learner must be able to mark out and carry out repairs on all types of track including those with steel, concrete and wood bearers. Dimensional clearances must be taken into account at all times. The nature of the repairs using manual equipment may include as appropriate.

Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.

Unit Reference Number L/618/1777 Qualification Framework RQF

Title Restore Plain Line Track

Geometry to Operational Condition Unit Level Level 2 Guided Learning Hours 50 GLH Total Qualification Time 50 TQT Unit Credit Value 5 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Understand how to restore plain line

track geometry to operational condition


1.2 Demonstrate how to source and interpret engineering specifications as approved by own organisation


1.3 Demonstrate the methods, techniques and procedures for worksite repair as approved by own organisation including those that are both temporary and permanent


1.4 Outline how an incorrectly repaired plain line can affect the safety and performance of the permanent way

1.5 Demonstrate own organisation’s procedures for the care and control of mechanised equipment, including calibration requirements


1.6 Demonstrate own organisation’s procedures for recording maintenance activities, including both paper-based and computer based


1.7 Demonstrate own organisation’s methods and techniques for ensuring that repaired assets meet the specified operational conditions


1.8 Outline the importance of carrying out repair activities in the specified sequence and agreed timescale

1.9 Identify the relevant reporting lines and procedures as approved by own organisation

1.10 State the likely impact of the activity on the operations of other departments and the impact of their work on the activity

1.11 Outline the limits of own authority and responsibility and those of others involved

2 Understand how to restore plain line track geometry to operational condition

2.1 Demonstrate the setup of a safe system of work in line with organisational procedures and work to the system


2.2 Demonstrate how to source and interpret the relevant specifications


2.3 Demonstrate the preparation the worksite for repair


2.4 Demonstrate how to carry out the repairs within agreed timescales using approved materials and components, methods and procedures


2.5 Ensure that the repaired asset meets the specified operating conditions


2.6 Produce accurate and complete records of all repair work carried out


Level 2 Unit – Restore Track Geometry Faults to Operational Condition by the Manual Repair of Permanent Way Assets and Components

Unit aim This unit introduces and guides learners to demonstrate occupational competency in restoring track geometry to operational condition by the manual repair of Permanent Way assets and components. Unit introduction The learner will be expected to work to within their organisation’s approved procedures and specifications and will be responsible for the quality of their work within the limits of their responsibility. The quality standards and accuracy to be achieved will be as approved by the learner’s organisation and the manufacturer and must include restoring components to within operational tolerances. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment.

Unit Reference Number R/618/1778 Qualification Framework RQF

Title

Restore Track Geometry Faults to Operational Condition by the Manual Repair of Permanent Way Assets and Components

Unit Level Level 2 Guided Learning Hours 30 GLH Total Qualification Time 30 TQT Unit Credit Value 3 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Understand how to manually repair

and restore rail track geometry faults to operational condition.


1.2 Demonstrate how to access and follow the related engineering specifications as approved by own organisation for the components concerned


1.3 Demonstrate the use of methods and techniques for track repair including those that are temporary and permanent


1.4 Demonstrate own organisation’s procedures for the use, care and control of tools and equipment including calibration


1.5 Outline how incorrectly repaired track can affect the safety and performance of the permanent way

1.6 Demonstrate the maintenance recording and documentation procedures for track as approved by own organisation, including paper-based records, computer-based records


1.7 Outline the relevant reporting lines and procedures as approved by own organisation

1.8 Identify and state the likely impact of the work on the operations of other departments and the impact of their work on the activity

1.9 State the limits of own authority and responsibility and those of others involved in the activity

2 Understand how to manually repair rail track geometry faults and restore to operational condition.

2.1 Demonstrate how to set up a safe system of work in line with organisational procedures and work to the system


2.2 Demonstrate how to Identify the asset to be restored


2.3 Demonstrate how to follow the relevant specifications for the track to be repaired


2.4 Demonstrate how to prepare the track for repair


2.5 Demonstrate how to carry out the repairs within agreed timescale using approved materials and components, methods and procedures


2.6 Ensure that the repaired track and components meets the specified operating conditions


2.7 Produce accurate and complete records of all repair work carried out in line with organisational procedures


Level 2 Unit – Undertake Replacement of Permanent Way Assets and Components

Unit aim This unit introduces and guides learners to the types of assets to be worked on, either plain line or switches, crossings equipment and associated fastenings and demonstrate occupational competency in assembly methods and techniques to be used either manual or mechanical. Unit introduction This unit helps the learner to demonstrate occupational competency in undertaking replacement of Permanent Way assets and components. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met inline with the current rail standards rule book.

Unit Reference Number Y/618/1779 Qualification Framework RQF

Title Undertake Replacement of

Permanent Way Assets and Components Unit Level Level 2 Guided Learning Hours 40 GLH Total Qualification Time 40 TQT Unit Credit Value 4 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Understand how to undertake

replacement of permanent way assets and components

1.1 List the relevant health and safety legislation, regulations and safe working practices appropriate to the activity and organisation

1.2 Demonstrate how to follow engineering diagrams and related specifications as approved by own organisation


1.3 Comply with the methods and techniques for component and asset replacement appropriate to own role

1.4 Establish the methods and techniques for ensuring that components meet the required specification

1.5 Explain how defects in components can affect the performance of the permanent way assets

1.6 Demonstrate the methods and techniques for handling equipment

This must include manual handling, mechanical handling, use of small tools and equipment handling

1.7 Demonstrate compliance with the organisation’s procedures for the use, care and control of tools and equipment including calibration


1.8 Demonstrate compliance with the organisation’s approved relevant reporting lines and procedures


1.9 Outline the impact of the activity on other departments and the impact of own actions on the activity

1.10 State the limits of own authority and responsibility and those of others involved

2 Understand how to undertake replacement of permanent way assets and components

2.1 Demonstrate the set up of a safe system of work for the activity in line with organisational procedures and work to the system


2.2 Demonstrate how to interpret the appropriate engineering diagrams and related specifications for the components/asset being replaced


2.3 Demonstrate the sourcing of all the required components and ensure that they are in a suitable condition for replacement and fit for purpose


2.4 Demonstrate compliance with company procedures to ensure that any replacement components used meet the required specification

Include components specification. Job reporting, completion /records This will be observed, assessed and recorded

2.5 Demonstrate the prevention of damage to components, tools and equipment during replacement


2.6 Demonstrate the replacement of components in the correct sequence using appropriate tools and techniques


2.7 Demonstrate necessary settings or adjustments to the components to ensure they will function correctly


2.8 Demonstrate dealing promptly with problems within own control and report those that cannot be resolved


2.9 Demonstrate maintaining documentation in line with own organisation’s procedures


Overhead Line Equipment Pathway Pathway Introduction This pathway covers the competency requirements for Overhead Line Equipment within the Level 2 Diploma in Rail Engineering (Competence) and is made up of five mandatory units and a minimum of three optional units that will help learners to develop skills and capabilities relevant to the sector. It provides evidence of competence for job roles such as a track operative and will help the learner to acquire the self-confidence and motivation to take advantage of the many opportunities for their progression and development within the industry. . Achievement In order to achieve this pathway a learner must gain 37 credits by completing all of the mandatory units and at least three of the five optional units.

Unit detail for those below is contained in the Track Engineering Pathway: Using and Interpreting Engineering and Documentation Data Complying with Organisational Safety Requirements and Statutory Regulations Working Efficiently and Effectively as a Rail Engineering Operative

Level 2 Unit – Access Overhead Line Equipment Construction Sites (Mandatory)

Unit aim This unit introduces learners how to work safely at all times, complying with health and safety and other relevant regulations, directives and guidelines when accessing overhead line equipment construction locations and adhere to and follow site access requirements for receiving safety briefings and personal safety. Unit introduction This unit will help learners to know the importance of following instructions in line with safe access procedures for work site locations, adhere to site requirements for personal protective equipment, identify the hazards and risks and follow directions from competent personnel. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit, through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title Access Overhead Line Equipment

Construction Sites Unit Level Level 2 Guided Learning Hours 40 GLH Total Qualification Time 40 TQT Unit Credit Value 4 Credits Unit Grading Structure Pass / Fail


1 Understand how to safely access

overhead line equipment construction sites in compliance with health and safety and other relevant regulations, directives and guidelines

1.1 Demonstrate working safely at all times, complying with health and safety and other relevant regulations, directives and guidelines, following company procedures at all times.

• Health and safety legislation/Regulations • Standard operating procedures • Risk assessments

1.2 Identify the requirements for site briefings to ensure safe working on site

Must include all from: • Safety arrangements • Nature of work • Hazards associated with the site • Extent of safe working limits • Emergency arrangements • Welfare arrangements • PPE requirements • Whom they will need to report to while on site • Limits of personal responsibility

1.3 Demonstrate adhering to and follow site access requirements for receiving safety briefings and personal safety


• Following company procedures

1.4 Explain the different types of documentation that apply to access requirements for overhead line equipment construction sites

To Include all from: • Signing in and off-site register • Site briefing attendance • Site access authorisation card • Personal track safety certificate • Track visitor permit

1.5 Demonstrate following instructions in line with safe access procedure and adhering to site requirements for personal protective equipment at all times.

This will be observed, assessed and recorded To Include all from:

• Following company procedures for safe access • Safety helmets • Approved high visibility clothing • Approved safely footwear • Gloves • Goggles • Ear protection • Safety harnesses

1.6 Demonstrate following directions from competent personnel and identifying the hazards and risks related to equipment, working environment, moving machinery

This will be observed, assessed and recorded To Include all from

• Electrified lines • Radial loaded and tensioned lines • Limited clearances • Moving machinery (such as road rail vehicles (RRV’s) • Working at height • Lifting and moving equipment • Overloaded plant and equipment

2 Know how to access overhead line equipment work sites, following all required procedures by company and industry standards

2.1 Describe the specific safety requirements surrounding overhead line equipment work site access.

Must include all from:

• Moving machinery • Working plant and equipment

• Electrified lines • Hazards associated with OLE systems • Awareness of working at height and how the safety

requirements can differ at each site of work

2.2 List the technical terminology associated with overhead line equipment work sites and how it applies to the safe access to the site

2.3 Describe the documentation associated with access to overhead line equipment work sites

• Must include all required documentation for access

2.4 Describe the requirements for signing in and off site and the purpose of the briefing by the site access controller before gaining access to site

2.5 Describe the procedures to be followed for visitors to work site, and the procedures to be followed, to ensure operational and personal safety is maintained during the work activities

• Following company procedures • Health and Safety requirements • Documentation • PPE

2.6 Outline how to avoid personal injury while conducting work activities on site

• Method statements • PPE • Safe systems of work • Following company procedures • Mechanical aids

2.7 Explain how the overhead line equipment construction work activities may affect the safe operation of the railway

• Work scheduling • Health and Safety • Resources

2.8 State how the overhead line equipment is designed to function under normal operating conditions include a list the component parts, state how they contribute to the overall operation of the overhead line equipment system

2.9 List what terminology and methods are used to identify overhead line equipment and describe operational status of the equipment

2.10 Describe the industry protocols relating to communication of safety information

2.11 State the recording, reporting lines and escalation procedures

• Follow company procedure • Industry regulations

2.12 Explain what the limits of own responsibility/authority are and whom to report to if a problem cannot resolved


Level 2 Unit – Undertake Overhead Line Equipment Main Steelwork Installation under Direction (Optional)

Unit aim This unit introduces and guides learners to work safely at all times, complying with health and safety and other relevant regulations, directives and guidelines whilst undertaking overhead line equipment main steelwork installation under direction. Unit introduction This unit will help learners to undertake activities within agreed timescales using approved materials, components, methods and procedures using correct tools and equipment as specified under direction, within the limits of own authority, following recording, reporting and escalation procedures for problems to be resolved. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met inline with the current rail standards rule book.


Title Undertake Overhead Line Equipment Main

Steelwork Installation under Direction Unit Level Level 2 Guided Learning Hours 40 GLH Total Qualification Time 40 TQT Unit Credit Value 4 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Know how to safely undertake

overhead line equipment main steelwork installation under direction

1.1 Demonstrate working safely at all times, complying with health and safety and other relevant regulations, directives and guidelines

This will be observed, assessed and recorded • Health and Safety legislation • Manual Handling • Working at height • RIDDOR

1.2 Demonstrate carrying out work activities during the installation of overhead line equipment main steelwork installation adhering to all required safety requirements

This will be observed, assessed and recorded To include all from:

• Adhere to safety briefing instructions, • Risk assessments • COSHH • Safe system of work • Other relevant safety standards • Obtain authority before carrying out the installation

activities and follow the directions given • Leave the work area in a safe condition

1.3 Demonstrate the correct selection and competent use of six types of personal protection equipment to undertake working activities related to overhead line equipment main steelwork installation

This will be observed, assessed and recorded All PPE must be approved. Select six from:

• Safety harnesses • Safely helmets • Approved high visibility clothing • Approved safety footwear • Gloves • Goggles • Ear protection as appropriate • Other specific equipment

2 Know how to safely undertake relevant work activities when conducting overhead line equipment main steelwork installation under direction following health and safety legislation/regulations at all times

2.1 Demonstrate undertaking work activities within the limits of own authority, following recording, reporting and escalation procedures of problems own authority cannot resolve

• Following company procedures • Relevant health and safety legislation/regulations

2.2 Demonstrate the following of relevant renewal, installation or enhancement documentation for the main steelwork to be renewed or installed as directed


• Must follow company procedures • Health and safety and other relevant regulations

and guidelines

2.3 Demonstrate competently undertaking a range of installation activities under direction


To include all from:

• Use of lifting equipment • Positioning and fastening of steelwork • Adjustments to level, rake and alignment

2.4 Demonstrate how to carry out the installation or renewal of different types of main steelwork activities within agreed timescales using approved materials,


Must include at least one from below and within timescales:

components, methods and procedures under direction.

• Cantilever masts • Twin track cantilevers • Head span masts • Portals ‘A’ frames

2.5 Demonstrate applying a range of installation methods and techniques when installing overhead line equipment main steelwork installation under direction.


To include at least five from: • Hole and fixing preparation • Shimming and packing as applicable • Positioning equipment • Securing using mechanical fixings • Levelling and aligning equipment • Torque loading • Applying locking devices as applicable

2.6 Carry out checks appropriate to the type of steelwork being installed under direction during overhead line equipment main steelwork installation


Must include both from below:

• Assist with checking that the installed steelwork complies with the installation specification

• Making visual checks for completeness and freedom from damage

2.7 Demonstrate completing installation activities under direction of competent personnel, using correct tools and equipment as specified within the limits of own authority


2.8 Demonstrating assisting with the accurate legible completion of all records of all work undertaken

This will be observed, assessed and recorded • All relevant documents must be accurately and

legibly completed 2.9 Follow relevant recording and reporting

procedures Must Include:

• installation record • hand over document

• other specific recording document

3 Know how to undertake overhead line equipment main steelwork installation under direction in compliance with health and safety legislation, regulations and safe working practices and procedures

3.1 Describe the relevant health and safety legislation, regulations and safe working practices and procedures that apply when undertaking the installation of overhead line equipment main steelwork

Must include all from: • Current Rule Book • Corking on or about 25kV AC electrified lines • Health and Safety at Work Act • Control measures • Provision and Use of Work Equipment Regulations • Lifting Operations and Lifting Equipment

Regulations 3.2 Explain the industry protocols relating to

communication of important safety information when undertaking the installation of overhead line equipment main steelwork

3.3 Describe the procedures to be followed, to ensure operational and personal safety, is maintained during the work activities at all times

To include: • Method statements • Identify relevant regulations • Following company procedures

3.4 Outline the system of work associated with safe access and the procedures associated with working under isolated conditions of the overhead line equipment main steelwork

To include: • Company procedures • Relevant health and safety legislation/regulations • Other relevant procedures

3.5 Explain how to avoid personal injury during the work

3.6 Identify the hazards associated with working with rail and road/rail machinery

3.7 Describe the personal protective equipment needed for specific work activities to be undertaken when installing overhead line equipment main steelwork

4 Understand the general electrical hazards and hazards associated with erecting long and heavy

4.1 Identify the personal protective equipment needed for installing long and heavy

To include: • Lifting aids • Personal protection

structural steel components when installing overhead line equipment main steelwork

structural steel components used in overhead line equipment main steelwork

• Method statements/Risk assessments • Working at heights

4.2 Outline the general electrical hazards associated with working on and around overhead line equipment

4.3 Describe the hazards associated with erecting structural steel components and how the risks can be minimised

Must include hazards in erecting: • Lifting and handling long and heavy components,

working at height 4.4 State the correct methods of moving, lifting,

handling and supporting heavy structural steel sections when conducting work activities

5 Understand the purpose of engineering specifications and different types of design drawings related to overhead line equipment

5.1 Explain the purpose of engineering specifications associated with overhead line equipment

Must include all from: • Overhead line specifications, • Work/task instructions • Inspection/test plan

5.2 State the purpose for the different types of design drawings used in in overhead line equipment steelwork installation

Must include both: • Layouts • Cross section diagrams

5.3 Outline how the overhead line equipment is designed to function under normal operating conditions

5.4 Describe what each of the OLE component parts contribute towards the overall operation of the system

6 Understand the terminology used to describe tools, equipment, methods, techniques to describe the operational status of the steelwork work installation

6.1 State what terminology and methods used to describe the operational status of the steelwork overhead line equipment

6.2 Identify the tools, plant and equipment used in the installation process and how to use them safely

6.3 State the torque loading requirements of the fasteners and what to do if these loadings are exceeded or not achieved

• Must comply to industry standards • Follow relevant company procedures • Following manufacturer’s guidelines

6.4 Describe the different types of tools and instruments used to position, secure and align the steelwork torque wrenches, levels, alignment and laser devices applicable to the installation of overhead line equipment main steelwork

Must include all from and at least three others. • Podgers • Spanners • Wrenches • Sockets

6.5 Outline the equipment operating, care and

control procedures applicable to the installation of overhead line equipment main steelwork

• Following manufacturer’s guidelines • Following company procedures • Maintenance schedules

6.6 Explain the techniques used to position, align, level and adjust the main steelwork when installing overhead line equipment main steelwork

7 Understand the inspection, testing, authorisation procedures, limits of own responsibility authority, lines of escalation procedures and reporting documents when installing overhead line equipment main steelwork

7.1 Describe the techniques used to position, align, level and adjust the main steelwork when installing overhead line equipment main steelwork

• Meeting industry standards • Method statements • Industry standards

7.2 Outline the reason authorisation procedures, and the limits of their responsibility and authority State the inspection and testing procedures needed to be completed prior to hand back when installing overhead line equipment main steelwork

• Following Industry procedures • Following company procedures

7.3 State the inspection and testing procedures needed to be completed prior to hand back

• Following industry procedures • Following company procedures

when installing overhead line equipment main steelwork

• Industry standards

7.4 Explain the reporting documentation and control procedures and reporting lines and escalation procedures when installing overhead line equipment main steelwork

• Must identify all required documents and control

procedures

Level 2 Unit – Undertake Overhead Line Equipment Small Part Steelwork Installation under Direction (Optional)

Unit aim This unit introduces and guides learners to undertake overhead line equipment small part steelwork installation under direction, within the limits of own authority. Learners will follow recording, reporting and escalation procedures, work safely at all times, complying with health and safety and other relevant regulations, directives and guidelines. Unit introduction This unit will help learners to install or renew small part steelwork components on different types of structures. Follow the relevant renewal, installation or enhancement documentation for the small part steelwork to be renewed or installed as directed within agreed timescale using approved materials and components, methods and procedures. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met inline with the current rail standards rule book.


Title Undertake Overhead Line Equipment Small

Part Steelwork Installation under Direction Unit Level Level 2 Guided Learning Hours 40 GLH Total Qualification Time 40 TQT Unit Credit Value 4 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Know how to work safely when

undertaking overhead line equipment small part steelwork installation under direction following health and safety legislation/regulations at all times



1.2 Demonstrate compliance with all safety

requirements when carrying out work activities during the installation of overhead line equipment small part steelwork

This will be observed, assessed and recorded. Must include all from:

• Adhere to safety briefing instructions • Risk assessments • COSHH • Safe system of work and other relevant safety

standards • Obtaining authority before carrying out the

installation activities and follow the directions given • Leave the work area in a safe condition

1.3 Demonstrate the selection and competent use of at least six types of personal protection equipment when installing overhead line equipment small part steelwork


Must include at least six from:

• Safety harnesses • Safety helmets • Approved high visibility clothing • Approved safety footwear • Gloves • Goggles • Ear protection as appropriate • Other specific equipment

1.4 Demonstrate undertaking work activities within the limits of own authority, following recording, reporting and escalation procedures when installing overhead line equipment small part steelwork

• This will be observed, assessed and recorded

2 Know how to follow the relevant

renewal, installation or enhancement documentation for installation activities under direction when installing overhead line equipment small part steelwork

2.1 Demonstrate following the relevant renewal, installation or enhancement documentation for the small part steelwork to be renewed or installed as directed

• This will be observed, assessed and recorded

2.2 Demonstrate undertaking a range of work activities relevant to the installation of overhead line equipment small part steelwork under direction

This will be observed, assessed and recorded.


• The use of lifting equipment as appropriate • Positioning and fastening of small part steelwork • Adjustments to position,

• Level and alignment

2.3 Demonstrate how to install or renew small part steelwork components on different types of structures when installing overhead line equipment small part steelwork under direction


Must include at least one from:

• Twin track cantilevers • Head spans • Portals • Bridge/tunnel • Rigid contact systems • ‘A’ frames

2.4 Demonstrate carrying out the installation activities under direction within agreed timescale using approved materials and components, methods and procedures when installing overhead line equipment small part steelwork


2.5 Demonstrate applying a range of installation methods and techniques under direction when installing overhead line equipment small part steelwork

This will be observed, assessed and recorded Must include at least six from:

• Mounting/locating area preparation • Shimming and packing as applicable • Positioning equipment • Securing using mechanical fixings • Position, levelling and aligning equipment • Torque loading • Applying locking devices

2.7 Demonstrate carrying out checks under direction on the small part steelwork being installed, during the installation of overhead line equipment small part steelwork

This will be observed, assessed and recorded Must include all from:

• Assist with checking that the installed small part steelwork complies with the installation specification


• Checking locking devices 2.8 Demonstrate the competent use of the

correct tools and equipment as specified within the limits of authority when installing overhead line equipment small part steelwork


2.9 Demonstrate assisting with the production and accurate records of work undertaken


2.10 Demonstrate following relevant recording and reporting procedures when installing overhead line equipment small part steelwork

This will be observed, assessed and recorded Must include at least one from:

• Installation record • Hand over document • Other specific recording document

3 Know how to undertake overhead line equipment small part steelwork installation under direction

3.1 Describe which health and safety legislation, regulations and safe working practices and procedures apply to the installation of overhead line equipment small part steelwork

From: • Current Rule Book • Working on or about 25kV AC electrified lines • Health and Safety at Work Act, • Control measures • Provision and Use of Work Equipment Regulations • Lifting Operations and Lifting Equipment

Regulations 3.2 Describe industry protocols relating to

communication of important safety information, the procedures needed to be followed to confirm operational and personal safety is maintained during the work activities

• Following industry requirements • Following company procedures • Health and Safety requirements

3.3 Describe the system of work associated with safe access and the procedures associated with working under isolated conditions of the overhead line equipment


3.4 Describe how to avoid personal injury during the work activities when installing

Must include • PPE • Safe systems of work

overhead line equipment small part steelwork

• Competency • Health and Safety requirements

3.5 Identify the associated hazards when working with rail and rail/road machinery when installing overhead line equipment small part steelwork

To include: • To self • To others, Type of equipment • Type of resources • Authorisation • Mode of equipment

3.6 Describe the different types of personal protective equipment needed for specific work activities to be undertaken when installing overhead line equipment small part steelwork

To include: • COSHH • Working at height • Manual handling • Electrical

3.7 Identify the general electrical hazards associated with working on and around overhead line equipment

3.8 Outline the correct methods of moving, lifting, handling and supporting heavy steel assemblies when installing overhead line equipment small part steelwork

To include: • Use of lifting aids • Manual handling • Working at height

3.9 Explain the hazards associated with erecting small part steelwork when installing overhead line equipment small part steelwork

Must include: • Lifting and handling long and heavy components • Working at height

3.10 State the purpose of engineering specifications associated with overhead line equipment, equipment overhead line specifications, work/task instructions, inspection/test plan

3.11 Explain the purpose for the different types of design drawings used in overhead line equipment steelwork installation

To include at least: • Layouts • Cross section diagrams

• Overhead Line Equipment system design range such as OLEMI

3.12 State how the overhead line equipment is designed to function under normal operating conditions and how each of the overhead line equipment component parts contribute to the overall operation of the system

3.13 Describe the storage and handling precautions to be taken to protect easily damaged components during the installation process

• Health and Safety requirements • Company procedures • Industry regulations • Security procedures

4 Understand the terminology, methods, tools, plant and equipment used in the installation of overhead line equipment small part steelwork

4.1 Outline the terminology and methods used to identify overhead line equipment small part steelwork and to describe the operational status of the steelwork

4.2 Identify the tools, plant and equipment used in the installation process and how to use them safely during the installation of overhead line equipment small part steelwork

• Manufacturer guidelines • Own permitted authority • PPE

4.3 Identify the torque loading requirements of

the fasteners and what to do if these loadings are exceeded or not achieved during the installation of installation of overhead line equipment small part steelwork

To Include: • Compliance to industry standards • Following company procedures • Meeting specification requirements

4.4 Identify and explain the different types of tools and instruments used to position, secure and align the steelwork during the installation of overhead line equipment small part steelwork

Must include all from • Podgers • Spanners • Wrenches • Sockets • Torque wrenches

• Levels • Alignment and laser devices

4.5 Demonstrate the methods of securing the small part steelwork components safely during the installation of overhead line equipment small part steelwork

This will be observed, assessed and recorded • To include at least three methods that meet industry

standards/regulations

4.6 Outline the equipment operating and care and control procedures applicable to overhead line equipment

• Following company procedures • Complying with manufacture’s guidelines

4.7 Identify and explain the different techniques used to position, align, level and adjust the small part steelwork

All techniques must comply with irrelevant industry standards

4.8 State the inspection and testing procedures needed to be completed prior to hand back when all work activities are completed

To include • Industry requirements/standards/specifications • Company standards/procedures • Other relevant regulation requirements

4.9 Explain the authorisation procedures and

the limits of own responsibility and authority in the installation of overhead line equipment main steelwork

To include • Industry requirements/standards/specifications • Company standards/procedures • Other relevant regulations • Required qualifications

4.10 Identify and explain the reporting

documentation and control procedures and reporting lines and escalation procedures when installing overhead line equipment main steelwork

Must identify all required documents and control procedures to meet industry and company standards

Level 2 Unit – Undertake Overhead Line Equipment Wiring Installation under Direction (Optional)

Unit aim This unit introduces and guides learners to demonstrate occupational competency in undertaking overhead line equipment wiring installation under direction whilst working safely at all times, complying with health and safety and other relevant regulations, directives and guidelines. Unit introduction This unit will help learners to undertake activities within the limits of own authority, following recording, reporting and escalation procedures. Learners will follow the relevant renewal, installation or enhancement documentation for the wiring and components to be renewed or installed as directed and carry out checks on the wiring being installed under direction. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met inline with the current rail standards rule book.


Title

Undertake Overhead Line Equipment Wiring

Installation under Direction Unit Level Level 2 Guided Learning Hours 40 GLH Total Qualification Time 40 TQT Unit Credit Value 4 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Know how to work safely when

undertaking overhead line equipment wiring installation under direction following health and safety legislation/regulations at all times



1.2 Demonstrate compliance with all safety requirements when carrying out work activities during the overhead line equipment wiring installation





1.3 Demonstrate the select ion and correct use of at least six types of personal protection equipment when preparing to and undertaking work activities during the installation of overhead line equipment wiring under direction


• Safety harnesses • Safely helmets • Approved high visibility clothing • Approved safety footwear • Gloves • Goggles • Ear protection as appropriate

2 Understand how to undertake work activities within limits of own authority when following relevant renewal or enhancement documentation for wiring and components to be renewed or installed for overhead line equipment wiring

2.1 Demonstrate undertaking work activities within the limits of own authority, following recording, reporting and escalation procedures when installing overhead line equipment wiring under direction

This will be observed, assessed and recorded Must follow:

• Company procedures

2.2 Demonstrate following the relevant renewal, installation or enhancement documentation for the wiring and components to be renewed or installed as directed when installing overhead line equipment wiring


• Must show accurate compliance with relevant specifications

• Meet industry standards at all times

2.3 Demonstrate carrying out wiring installation activities under direction during the installation of overhead line equipment wiring


This must include at least three from:

• Recovery of wire • Running out wire • Splicing of conductors • Wire termination

• Wire tensioning

2.5 Demonstrate installing or renewing different types of wiring under direction during the installation of overhead line equipment wiring


• Catenary wire • Auxiliary wire as appropriate • Contact wire • Catenary wire • Auto transformers feeder • Return conductors • Earth wire

2.6 Demonstrate installing or renewing different wiring components under direction during the installation of overhead line equipment wiring


• Droppers • Jumpers

2.7 Demonstrate the use of specialist plant and equipment under direction during the installation of overhead line equipment wiring


• Drum carriers • Winches • Tensioners

2.8 Demonstrate carrying out installation activities under direction using approved materials, components, methods and procedures within agreed timescale when installing overhead line equipment wiring

This will be observed, assessed and recorded Must be in compliance with:

• Industry standards/specifications/manufacture’s guidelines/company procedures

3 Know how to carry out checks

under supervision and the production of accurate records of work undertaken and to follow relevant recording and reporting procedures related to installing overhead line equipment wiring

3.1 Demonstrate how to carry out checks on the wiring being installed under direction during the installation of installing overhead line equipment wiring


• Assist with checking that the installed wiring complies with the installation specification


3.2 Demonstrate completing activities under direction of qualified personnel and using


correct tools and equipment as specified within the limits of own authority during the installation of overhead line equipment wiring

3.3 Demonstrate assisting with the production of accurate records of work undertaken during the installation of overhead line equipment wiring

This will be observed, assessed and recorded • Must include all required relevant documents • Following company/industry procedures

3.4 Demonstrate following relevant recording and reporting procedures using and completing relevant documents when installing overhead line equipment wiring


• Installation record • Hand over document • Other specific recording document

4 Know how to undertake overhead

line equipment wiring installation under direction in compliance with health and safety legislation, regulations and safe working practices and procedures

4.1 Describe the health and safety legislation, regulations and safe working practices and procedures apply to the installation of overhead line equipment wiring


• Current Rule Book, • Working on or about 25kV AC electrified lines, • Health and Safety at Work Act, • Control measures, • Provision and Use of Work Equipment Regulations • Lifting Operations and Lifting Equipment

Regulations

4.2 Describe the industry protocols relating to communication of important safety information and what procedures need to be followed, to confirm operational and personal safety, is maintained during the work

4.3 Outline the system of work associated with safe site access, the procedures associated with working under isolated conditions of installing the overhead line equipment

4.4 Explain how to avoid personal injury when carrying out work activities during the installation of overhead line equipment

To include: • PPE • Following safe systems of work • Following company procedures • Other relevant methods

4.5 Identify and outline the hazards related to working with rail/road machinery

4.6 Identify and state the personal protective equipment needed for the activities to be undertaken during the installation of overhead line equipment


4.8 Explain the hazards associated with wiring activities associated with working on and around overhead line equipment

Must include all from: • Lifting and handling wire drums • Working at height • Tensioning wires • Radial load and how the risks can be minimised

4.9 Outline the correct methods of moving, lifting, handling, straightening and supporting wires and associated components associated with working on and around overhead line equipment

4.10 State the purpose of engineering specifications for equipment associated with overhead line equipment wiring installation


• Overhead line specifications • Work/task instructions • Inspection/test plan • Height/stagger sheet • Dropper schedules

5 Understand the use of different types of design drawings, specifications, materials, methods,

5.1 Outline the purpose of the engineering specifications associated with overhead line equipment wiring

To include: • Overhead line specifications • Work/task instructions

tools and instruments, documents used during the installation of overhead line equipment wiring under direction

• Inspection/test plan • Height/stagger sheet • Dropper schedules

5.2 State how the overhead line equipment is designed to function under normal operating conditions

5.3 Outline how each of the overhead line equipment component parts contribute to the overall operation of the system

5.4 Explain the purpose for the different types of design drawings used in overhead line equipment wiring installation

To include all from: • Layouts and cross section diagrams • Overhead line equipment system design range such

as OLEMI 5.5 Describe the purpose of the range of cables

used in wiring installation, the terminology and methods used to identify overhead line equipment wiring and its operational status

• Following industry regulations. • Company procedures

5.6 Identify the tools, plant and equipment used in the wiring installation process and explain how to use them safely when installing overhead line equipment wiring

To include • Following Manufacturer’s guidelines • Industry protocols/standards/regulations

5.7 Describe the methods used when securing the wiring components safely during the installation of overhead line equipment wiring

To include • Industry requirements/standards/specifications • Company standards/specifications

5.8 State the torque loading requirements of the components or connectors and what to do if these loadings are exceeded or not achieved during the installation of overhead line equipment wiring

To include • Industry requirements/standards/specifications • Company standards/specifications • Other relevant regulations

5.9 Describe the methods used when securing the wiring components safely during the

To include • Industry requirements/standards/specifications

installation of overhead line equipment wiring

• Company standards/specifications • Other relevant regulations

5.10 Outline how to use the different types of tools and instruments used to position, secure, terminate and tension the wiring during the installation of overhead line equipment wiring

Must include all from: • Torque wrenches • Winches • Tensioners, • Tension gauges/meters

5.11 Explain the techniques used to run out, terminate and tension the wiring during the installation of overhead line equipment wiring


5.12 Outline the equipment operating and care and control procedures applicable to overhead line equipment during the installation of overhead line equipment wiring

To include • Industry requirements/standards/specifications • Company standards/specifications • Other relevant regulations • Manufacturer’s guidelines


To include • Industry requirements/standards/specifications • Company standards/procedures/documents • Other relevant regulations


the limits of own responsibility and authority in the installation of overhead line equipment wiring


5.15 Explain the reporting documentation and

control procedures, reporting lines and escalation procedures when installing overhead line equipment wiring

• Must identify all required documents and control

procedures

Level 2 Unit – Undertake Installation of Overhead Line Equipment Sectioning, Insulation, Registration and in Span Components under Direction (Optional)

Unit aim This unit introduces and guides learners to undertake installation of overhead line equipment sectioning, insulation, registration and in-span components under direction whilst working safely at all times, complying with health and safety and other relevant regulations, directives and guidelines. Unit introduction This unit helps learners to undertake activities within the limits of own authority, following recording, reporting and escalation procedures when installing or renewing overhead line equipment components under direction, and to follow the relevant documentation for the overhead line components to be renewed or installed and adjusted as directed. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title

Undertake Installation of Overhead Line Equipment Sectioning, Insulation,

Registration and in Span Components under

Direction Unit Level Level 2 Guided Learning Hours 40 GLH Total Qualification Time 40 TQT Unit Credit Value 4 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Know how to undertake installation

of overhead line equipment sectioning, insulation, registration and in-span components under direction


This will be observed, assessed and recorded • Health and safety legislation • Manual Handling • Working at height • RIDDOR

1.2 Demonstrate compliance with all safety requirements when carrying out work activities during the sectioning, insulation, registration and in span components installation under direction




installation activities and follow the directions given

• Leave the work area in a safe condition

1.3 Demonstrate the selection and correct use of at least six types of personal protection equipment when preparing to and undertaking work activities during the installation sectioning, insulation, registration and in span components under direction



2 Understand how to undertake work activities within limits of own authority when following relevant renewal or enhancement documentation for sectioning, insulation, registration and in span components

2.1 Demonstrate undertaking work activities within the limits of own authority, following recording, reporting and escalation procedures when installing sectioning, insulation, registration and in span components under direction

This will be observed, assessed and recorded Must follow:

• Company /Industry procedures

2.2 Demonstrate following the relevant renewal, installation or enhancement documentation for the wiring and components to be renewed or installed as directed when installing overhead line equipment sectioning, insulation, registration and in span components



• Meet industry standards at all times

2.3 Demonstrate how to install or renew overhead line equipment components under direction when installing overhead line equipment sectioning, insulation, registration and in span components


Must include install or renew one from: • Section insulators • Neutral sections

And one from: • Cross contact assemblies • Droppers and jumpers

And one from: • Overlaps • Switches and isolators • Booster/auxiliary transformers • Cross track feeders

2.4 Demonstrate adjusting the registration and installed components under direction during the installation of overhead line equipment sectioning, insulation, registration and in span components



• Stagger • Height • Tension, as appropriate

2.5 Demonstrate carrying out under direction

the installation and adjustment activities within agreed timescale using approved materials, components, methods and procedures when installing overhead line equipment sectioning, insulation, registration and in span components


• Must meet industry/company/ specification standards

2.6 Demonstrate carrying out under direction, checks on the components being installed and adjusted when installing overhead line equipment sectioning, insulation, registration and in span components


Must include all from: • Assist with checking that the installed and adjusted

components comply with the installation specification


2.7 Demonstrate completing activities under direction of qualified personnel and competently using correct tools and equipment as specified within the limits of own authority during the installation of


overhead line equipment sectioning, insulation, registration and in span components

2.8 Demonstrate assisting with the production of accurate records of work undertaken when installing overhead line equipment sectioning, insulation, registration and in span components


• To include all relevant documents

2.9 Demonstrate following relevant recording and reporting procedures when installing overhead line equipment sectioning, insulation, registration and in span components


Must include at least one from: • Installation record • Hand over document • Other specific recording documents

3 Know how to undertake overhead line equipment sectioning, insulation, registration and in-span components under direction in compliance with health and safety legislation, regulations and safe working practices and procedures

3.1 Describe the health and safety legislation, regulations and safe working practices and procedures apply to the installation of overhead line equipment sectioning, insulation, registration and in-span components



Regulations 3.2 Describe the industry protocols relating to

communication of safety information and what procedures need to be followed, to confirm operational and personal safety, is maintained during the working activities

3.3 Outline the system of work associated with safe site access, the procedures associated with working under isolated conditions of the work site

3.4 Outline the system of work associated with safe site access, the procedures associated

with working under isolated conditions during the installation of installation of overhead line equipment sectioning, insulation, registration and in span components

3.5 Explain how to avoid personal injury when

carrying out work activities during the installation of overhead line equipment sectioning, insulation, registration and in span components

To include: • PPE • Following safe systems of work • Following company procedures • Other relevant methods

3.6 Outline the hazards related to working with rail/road machinery

3.7 Identify and state the personal protective equipment needed for the activities to be undertaken during the installation of overhead line equipment sectioning, insulation, registration and in span components


3.9 Describe the hazards associated with installation and registration adjustment activities

Must include all from: • Lifting components • Working at height • Tensioned wires • Radial loads

3.10 Outline the correct methods of moving, lifting, handling, straightening and supporting wires and associated components associated with the installation of overhead line equipment sectioning,

insulation, registration and in span components

4 Understand the use of different types of design drawings, specifications, materials, methods, tools and instruments, documents used during the installation of overhead line equipment sectioning, insulation, registration and in span components under direction

4.1 State the purpose of engineering specifications for equipment associated with the installation of overhead line equipment sectioning, insulation, registration and in span components

Must include all from below: • Overhead line specifications • Work/task instructions • Inspection/test plan • Height/stagger sheet


Must include all from: • Layouts • Cross section diagrams • OLE system design range such as OLEMI


4.4 Outline how each of the overhead line equipment component parts contribute to the overall operation of the system

4.5 State the purpose of contact wire registration, neutral sections and section insulation of the contact wire

4.6 Outline the storage and handling precautions to be taken to protect easily damaged components associated with the installation of overhead line equipment sectioning, insulation, registration and in span components

Must include: • Insulators • Section insulators

4.7 Describe the terminology and methods used to identify overhead line equipment components and their operational status

4.8 Describe the tools, plant and equipment used in the installation and registration

To include • Following Manufacturer’s guidelines • Industry protocols/standards/regulations

adjustment process and how to use them safely when undertaking work activities

• Method statements

4.9 State the torque loading requirements of the components or connectors and what to do if these loadings are exceeded or not achieved during the installation


4.10 Describe the methods used when securing the installed components and connectors safely during the installation process

To include • Industry requirements/standards/specifications • Company standards/specifications

Other relevant regulations 4.11 Describe the different types of tools and

equipment used to position, adjust, secure, installed components and tension the wiring during the installation process

Must include all from: • Torque wrenches • Winches • Clamps/wedges • Tensioners • Tension gauges/meters • Jumpers for earth continuity


To include • Industry requirements/standards/specifications • Company standards/specifications • Other relevant regulations • Manufacturer’s guidelines


To include • Industry requirements/standards/specifications • Company standards/procedures/documents • Other relevant regulations


the limits of own responsibility and authority in the installation of overhead line equipment sectioning, insulation, registration and in span components


4.15 Explain the reporting documentation and control procedures, reporting lines and escalation procedures when installing overhead line equipment sectioning, insulation, registration and in span components

Must identify all required documents and control procedures

Level 2 Unit – Undertake Installation, Enhancement and Renewal of Overhead Line Equipment Earthing and Bonding under Direction (Optional)

Unit aim This unit introduces and guides learners to undertake installation, enhancement and renewal of overhead line equipment earthing and bonding under direction and to work safely at all times, complying with health and safety and other relevant regulations, directives and guidelines. Unit introduction This unit helps the learner to follow the relevant renewal, installation or enhancement documentation for the earthing and bonding components to be renewed or installed as directed. Undertake activities within the limits of own authority, following recording, reporting and escalation procedures. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title

Undertake Installation, Enhancement and Renewal of Overhead Line Equipment Earthing and Bonding under Direction

Unit Level Level 2 Guided Learning Hours 40 GLH Total Qualification Time 40 TQT Unit Credit Value 4 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Know how to undertake installation,

enhancement and renewal of overhead line equipment earthing and bonding under direction


This will be observed, assessed and recorded • Health and safety legislation • Manual Handling • COSHH • Working at height • RIDDOR

1.2 Demonstrate compliance with all safety requirements when carrying out work activities during the installation, enhancement and renewal of overhead line equipment earthing and bonding under direction





1.3 Demonstrate the selection and correct use of at least six types of personal protection equipment when preparing to and undertaking work activities in the enhancement and renewal of overhead line equipment earthing and bonding during under direction



2 Understand how to undertake work activities within limits of own authority when undertaking work activities in the enhancement and renewal of overhead line equipment earthing and bonding during under direction

2.1 Demonstrate undertaking work activities within the limits of own authority, following recording, reporting and escalation procedures when undertaking work activities in the enhancement and renewal of overhead line equipment earthing and bonding during under direction under direction

This will be observed, assessed and recorded Must follow: Company /Industry procedures

2.2 Demonstrate following the relevant renewal, installation or enhancement documentation for the earthing and bonding components to be renewed or installed as directed during the installation process



• Must meet industry standards at all times

2.3 Demonstrate carrying out earthing and bonding activities in the enhancement and renewal of overhead line equipment earthing and bonding during under direction under direction


Must include all from below:

• Cutting required length of bond • Termination of bond connections • Installation of bonds in the correct sequence • Correct use of tools and equipment

• Assist with electrical continuity testing as appropriate

• Removal of temporary bonding as appropriate

2.4 Demonstrate installing or renewing different types of bonding systems in the enhancement and renewal of overhead line equipment earthing and bonding under direction


Must include all from below:

• Miles Royston – Glenair • Embre

2.4 Demonstrate carrying out under direction the installation activities within agreed timescale using approved materials, components, methods and procedures



• Meet industry standards at all times 2.5 Demonstrate carrying out under direction

checks on the earthing and bonding being installed in the enhancement and renewal of overhead line equipment earthing and bonding under direction

Must include all from below: • Assist with checking that the installed bonds comply

with the installation specification • Making visual checks for completeness and

freedom from damage 2.6 Demonstrate completing activities under

direction of qualified personnel and competently using correct tools and equipment as specified within the limits of own authority during the enhancement and renewal of overhead line equipment earthing and bonding


2.7 Demonstrate assisting with the production of accurate records of work undertaken in the enhancement and renewal of overhead line equipment earthing and bonding


To include all relevant documents

2.8 Demonstrate following relevant recording and reporting procedures in the completion


of enhancement and renewal of overhead line equipment earthing and bonding

Must include at least one from: • Installation record • Hand over document

Other specific recording documents 3 Understand how to undertake

installation, enhancement and renewal of overhead line equipment earthing and bonding under direction, in compliance with health and safety legislation, regulations, safe working practices and procedures

3.1 Describe the health and safety legislation, regulations and safe working practices and procedures apply to the enhancement and renewal of overhead line equipment earthing and bonding



Regulations 3.2 Describe the industry protocols relating to

communication of important safety information and what procedures need to be followed, to confirm operational and personal safety, is maintained during the working activities

3.3 Outline the system of work associated with safe site access, the procedures associated with working under isolated conditions when completing enhancement and renewal of overhead line equipment earthing and bonding

3.4 Outline the system of work associated with safe site access, the procedures associated with working under isolated conditions during completing enhancement and renewal of overhead line equipment earthing and bonding

3.5 Explain how to avoid personal injury when carrying out work activities during completing enhancement and renewal of

To include: • PPE • Following safe systems of work

overhead line equipment earthing and bonding

• Following company procedures • Other relevant methods

3.6 Outline the hazards related to working with rail/road machinery

3.7 Identify and state the personal protective equipment needed for the activities to be undertaken during the completion of enhancement and renewal of overhead line equipment earthing and bonding


3.9 Describe the hazards associated with earthing and bonding activities when completing enhancement and renewal of overhead line equipment earthing and bonding

Must include all from below: • Working at height • Drilling holes • Cutting and terminating cables • How the risks can be minimised

3.10 Outline the correct methods of moving, lifting, handling, shaping and supporting cables and associated components for the enhancement and renewal of overhead line equipment earthing and bonding

To include: • Manual handling • Use of lifting aids • Use of Plant/Machinery

4 Understand the use of different types of design drawings, specifications, materials, methods, tools and instruments, documents used during the enhancement and renewal of overhead line equipment earthing and bonding under direction

4.1 State the purpose of engineering specifications for equipment associated with the enhancement and renewal of overhead line equipment earthing and bonding

Must include all from: • Overhead line specifications • Work/task instructions • Inspection/test plan


Must include all from: • Layouts • Cross section diagrams • OLE system design range such as OLEMI


4.4 Explain how each of the earthing and bonding component parts contribute to the overall operation of the overhead line equipment and how it interfaces with the signalling system

4.5 Outline how to identify the correct type and size of earthing and bonding cables required to complete the enhancement and renewal of overhead line equipment earthing and bonding

4.6 State the basic principles of the electrical checks to be carried out on the earthing and bonding cables when completing the enhancement and renewal of overhead line equipment earthing and bonding

4.7 Outline the terminology and methods used to identify overhead line equipment earthing and bonding and their operational status when completing the enhancement and renewal of overhead line equipment earthing and bonding

4.8 Describe the tools, plant and equipment used in the enhancement and renewal of overhead line equipment earthing and bonding process and how to use them safely when undertaking work activities

To include • Following manufacturer’s guidelines • Industry protocols/standards/regulations • Method statements

4.9 State the torque loading requirements of the components or connectors and what to do if these loadings are exceeded or not achieved during the enhancement and renewal of overhead line equipment earthing and bonding process


4.10 Describe the types of bonding systems used during the enhancement and renewal of overhead line equipment earthing and bonding process

Must include at least: • Miles Royston - Glenair • Cembre

4.11 Outline the types of tools and equipment used to shape, position, adjust, terminate and secure the installed components during the enhancement and renewal of overhead line equipment earthing and bonding process

Must include at least: • Drills • Presses • Pullers • Torque wrenches


To include • Industry requirements/standards/specifications • Company standards/specifications • Other relevant regulations • Follow manufacturer’s guidelines

4.13 Describe the methods of securing the installed earthing and bonding components and connections safely during the enhancement and renewal of overhead line equipment earthing and bonding process

Must follow: • Specifications • Industry standards • Method statements

4.14 Explain the authorisation procedures and the limits of own responsibility and authority in process of enhancement and renewal of overhead line equipment earthing and bonding process


4.15 Explain the reporting documents and control

procedures, reporting lines and escalation procedures for enhancement and renewal of overhead line equipment earthing and bonding process

Must identify all required documents and control procedures

Signalling Pathway Pathway Introduction This pathway covers the competency requirements for Signalling within the Level 2 Diploma in Rail Engineering (Competence) and is made up of five mandatory units and a minimum of three optional units that will help learners to develop skills and capabilities relevant to the sector. It provides evidence of competence for job roles such as a track operative and will help the learner to acquire the self-confidence and motivation to take advantage of the many opportunities for their progression and development within the industry. . Achievement In order to achieve this pathway a learner must gain 38 credits by completing all of the mandatory units, at least one unit from Group A and one unit from Group B


Level 2 Unit – Determine Requirements for the Safe Access to Work Locations for Signal Engineering (Mandatory)

Unit aim This unit introduces and guides learners how to work safely at all times, complying with the organisation's procedures, confirm the location of the activity and determine the access requirements, the requirements for safe access that meet company procedures, take action to ensure the requirements for safe access to work are implemented and remain in place for the duration of the activity. Unit introduction The learner will be able to advise other people of the requirements for safe access, , establish and maintain communication with relevant persons and deal effectively with problems within the limits of their own authority and report those that cannot be resolved to the relevant persons. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title

Determine Requirements for The Safe Access to Work Locations for Signal

Engineering Unit Level Level 2 Guided Learning Hours 30 GLH Total Qualification Time 30 TQT Unit Credit Value Credits 3 Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Understand the ability to follow the

health and safety legislation, regulations, safe working practices and procedures, for safe access to work locations for signal engineering

1.1 Demonstrate compliance of company safety management systems and procedures when accessing work locations for rail signalling engineering.

This will be observed assessed and recorded. Must include demonstrating compliance of:

• own organisation's safety management system • relevant sections of the HASWA • COSHH • safe work plans (such as SSOWP) • SWL • track access restrictions • track work instructions • track possession • task risk control sheets • current rule book • regulations for working under OHLE and in the

vicinity of DC lines • equipment disconnections • manual handling regulations • RIDDOR

• safety sign regulations • PPE

1.2 Demonstrate the correct identification and use of types of documentation that applies to the access requirements as applicable to the work location

This will be observed assessed and recorded. Must include:

• signing in and off-site register • site briefing attendance • site access authorisation card • personal track safety certificate

1.3 Outline the correct the access requirements related to different types of site locations

To include at least three from:

• Trackside • internal (such as signal box, equipment room) • areas to which the public have access • confined spaces • elevated structures

1.4 Demonstrate agreement and implementation of the necessary safety requirements to ensure safe access to work locations for signal engineering work activities

This will be observed assessed and recorded Must include:

• protection and possession • isolation • traction supply OHLE and DC • establishment of a communication system

Level 2 Unit – Reinstate the Work Area after Signal Engineering Activities (Mandatory)

Unit aim This unit introduces and guides learners to the competences needed to reinstate the work area after installing, maintaining, rectifying or testing signalling equipment and systems, this also includes the safe storage of reusable materials and equipment. The signalling equipment can be for over ground or underground rail transportation systems and can be applicable for the new European Train Control System.

Unit introduction The learner will understand the safety precautions to be observed when handing the equipment and materials. They will be required to demonstrate safe working practices throughout and will understand the responsibility to themselves and others in the workplace environment. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title Reinstate the Work Area After Signal

Engineering Activities Unit Level Level 2 Guided Learning Hours 30 GLH Total Qualification Time 30 TQT Unit Credit Value Credits 3 Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Understand how to follow the health

and safety legislation, regulations, safe working practices and procedures, from the following as applicable to the work location and activities

1.1 Demonstrate compliance with health and safety legislation/regulations, safe working practices and procedures at work locations and related work activities at all times

This will be observed, assessed and recorded. To include compliance with:

• Company procedures for the site location • H&S Legislation and regulations • Industry standards.

2 Know how to understand of the access requirements related to different types of site locations.

2.1 Demonstrate understanding of access requirements and procedures to various types of site locations to meet company standards.

This will be observed, assessed and recorded. Must include at least two from:

• Trackside • internal (such as signal box, equipment room) • areas to which the public have access • confined spaces • elevated structures

3 Know how to safely store tools and equipment, including the following as applicable to the work activities

3.1 Demonstrate how to safely tools and equipment required for the allocated work activity following company procedures and manufacturers guidelines.

This will be observed, assessed and recorded. Must include:

• tools • test equipment

• materials • consumables • plant • communications equipment

4 Understand how to assist in the completion of the relevant work records, to include and pass it to the appropriate people when completing relevant work activities.

4.1 Demonstrate in assisting with the completion of work records and handing over to the appropriate persons when completing work activities.


• job card • maintenance log and action report • company reporting procedures • other handover records

Level 2 Unit – Assist in the Removal of Signalling Equipment (Mandatory)

Unit aim This unit introduces and guides learners understand the appropriate tools and equipment throughout the maintenance activities, and to apply a range of methods and techniques to maintain the equipment. Where appropriate, learners will assist in working with computers or electronic controllers, making connections, maintaining hardware, loading and updating software. All maintenance activities will include making checks and adjustments in line with the permitted authority and assisting others to ensure that the maintained equipment functions to the required specification. Unit introduction The learner will be expected to understand their responsibilities will require compliance with organisational policy and procedures for the planned maintenance activities undertaken. To report any problems with the activities, tools or equipment used that cannot be personally resolved, or are outside the permitted authority to the relevant people. On completion of work check that all tools, equipment and materials used in the maintenance activities are removed from the work area, ensure that relevant job/task documentation is completed accurately and legibly. Working to instructions in conjunction with others, taking personal responsibility for your own actions, and for the quality and accuracy of the work that you carry out are all expected from the learner. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.

Unit Reference Number H/618/2451 Qualification Framework RQF

Title Assist in the Removal of Signalling

Equipment Unit Level Level 2 Guided Learning Hours 30 GLH Total Qualification Time 30 TQT Unit Credit Value 3 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Understand how to follow the health

and safety legislation, regulations, safe working practices and procedures, as applicable to the work location and work activities

1.1 Demonstrate how to follow company procedures and compliance with health and safety legislation, regulations that apply to the location and work activities.

This will be observed, assessed and recorded Must include:

• your organisation's safety management system • relevant sections of the HASWA • COSHH • safe work plans (such as SSOWP) • SWL • track access restrictions • track work instructions • track possession • task risk control sheets • current rule book • regulations for working under OHLE and in the

vicinity of DC lines (where appropriate • equipment disconnections • manual handling regulations • RIDDOR • safety sign regulations • PPE

2 Understand the access requirements related to two of types of equipment site locations

2.1 Demonstrate following company procedures for accessing different types of equipment site locations.

This will be observed, assessed and recorded Must Include at least three from:

• trackside • internal (such as signal box, equipment room) • areas to which the public have access • confined spaces • elevated structures

3 Know how to assist in the replacement of different types type of Signalling equipment

3.1 Demonstrate in assisting in the replacement of different types of signaling equipment following company procedures at all times


• points • train control (such as signals or other method of

authorising train movements) • train detection (such as track circuits or axle

counters) • power supplies • balises • ETCS • other industry specific Signalling equipment

4 Understand competent use different types of approved/calibrated tools and equipment as applicable to the equipment being replaced.

4.1 Demonstrate the competent use of a range of approved calibrated tools applicable for the allocated task


• Power tools • hand tools • wire and cable strippers/cutters • IDC tools such as punch down tool • crimping tools • soldering irons • torque wrenches • measuring equipment • levelling equipment

5 Know how to different types of connections during the replacement of signalling parts and equipment

5.1 Demonstrate how to make different types of connections when replacing signaling parts and equipment

This will be observed, assessed and recorded Must include at least two from:

• crimping • mechanical

• fluid power • Soldering • IDC • optical • other specific type of termination/connection

6 Understand that all signalling replacement activities comply with guidelines, standards regulations, standard operating procedures, industry standards.

6.1 Demonstrate the replacement of all signaling parts and equipment complies with required regulations, industry standards and specifications.

This will be observed, assessed and recorded Must include two from:

• infrastructure guidelines and standard operating procedures

• equipment manufacturer's documents • BS, ISO and/or BS EN standards • other industry specific Signalling

standards/specifications 7 Know how to assist in the

completion of the relevant records, for job activities and pass it to the appropriate people

7.1 Demonstrate assisting in the completion of relevant documentation for signaling job activities and pass on to the appropriate people.

This will be observed, assessed and recorded Must include two from:

• Job card • installation log and action report • company reporting procedures • other industry specific removal/installation records

Level 2 Unit – Assist in the Replacement of Signalling Equipment (Mandatory)

Unit aim

This unit introduces and guides learners to demonstrate occupational competency required to assist in the removal of signalling systems and equipment under supervision as part of maintenance and fault-finding activities. It includes the use of correct tools and equipment in accordance with company procedures. The signalling equipment can be for over ground or underground rail transportation systems and can be applicable for the new European Train Control System. Unit introduction The learner will be expected to comply with company procedures when demonstrating competence of using the appropriate tools and equipment throughout the removal activities, and to apply a range of disconnection methods and techniques to safely remove the equipment. To make safe any connections as appropriate to the equipment removed, and where appropriate, assist in working with computers or electronic controllers, making dis-connections and removing hardware. The removal activities will include making sure that any removed signalling equipment is moved and stored safely before it is repaired, refitted or correctly disposed of. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.

Unit Reference Number K/618/2452 Qualification Framework RQF

Title Assist in the Replacement of Signalling


1 Understand compliance with the

health and safety legislation, regulations and safe working practices and procedures, as applicable to the work location and activities at all times

1.1 Demonstrate compliance with company procedures, health and safety legislations and regulations whilst completing work activities applicable to the work location at all times.

This will be observed, assessed and recorded This should include all from:

• your organisation's safety management system • relevant sections of the HASWA • COSHH • safe work plans (such as SSOWP) • SWL • track access restrictions • track work instructions • track possession • task risk control sheets • current rule book • regulations for working under OHLE and in the

vicinity of DC lines (where appropriate) • equipment disconnections • manual handling regulations • RIDDOR • safety sign regulations • PPE

2 Understand compliance of the access requirements related to various types of site equipment locations at all times.

2.1 Demonstrate following company procedures to access different types of site equipment locations whilst completing work activities.


• trackside • internal such as signal box, equipment room • areas to which the public have access • confined spaces • elevated structures

3 Know how to assist in the removal of different types of signalling equipment following company procedures and industry standards at all times.

3.1 Demonstrate following company, health and safety legislation/regulations procedures in the removal of different types of signaling equipment at all times


• points • train control such as signals or other method of

authorising train movements • train detection such as track circuits or axle

counters • power supplies • balises • ETCS • other industry specific Signalling equipment

4 Understand the competent use of different types of approved/calibrated tools and equipment as applicable to the equipment being removed.

4.1 Demonstrate the competent use of different types of approved calibrated tools and equipment that is appropriate to the equipment to be removed.

This will be observed, assessed and recorded To include:

• power tools • hand tools • wire and cable strippers/cutters • IDC tools • termination tools • wrenches • soldering irons • manual handling equipment

5 Know how to disconnect types of terminations/connections during the removal of the equipment as applicable to the type of equipment

5.1 Demonstrate during the removal process the disconnection of terminations/connections applicable to the type of equipment following company procedures and meeting industry standards.


To Include:

• mechanical

• fluid power • soldered • electronic • IDC • optical • other specific type of termination/connection

6 Understand the ability to ensure the removal activities comply with all regulatory guidelines, manufacturers guidelines, meeting all regulatory and other standards

6.1 Demonstrate when undertaking removal activities compliance with associated infrastructure regulatory guidelines and meeting all associated standards.


To include:


• equipment manufacturer's documents • BS, ISO and/or BS EN standards • other industry specific Signalling

standards/specifications 7 Know how to assist in the

completion of all relevant removal records, to company and industry standards and pass on to the appropriate people.

7.1 Demonstrate knowledge of and completion of all relevant removal documents following company procedures and passing documents on to the appropriate people.


To include one from: • job card • equipment logs and action report • company reporting procedures • other industry specific equipment records

Level 2 Unit – Establish Information for Signal Engineering Installation (Optional)

Unit aim This unit introduces learners to the competences required to establish information for signal engineering installation tasks which is technical, detailed from a variety of sources such as design drawings, installation plans, handbooks, installation standards and equipment specific requirements prior to undertaking signal installation activities. The signalling equipment in this standard can be for over ground or underground rail transportation systems and can be applicable for the new European Train Control System. Unit introduction This unit will help learners to source and interpret the information required to undertake the allocated installation tasks in accordance with your organisation’s procedures. Learners will be required to extract the necessary data from the various specifications and related documentation, in order to establish and carry out the work requirements, and to make valid decisions about the work activities based on the information extracted. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit, through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.

Unit Reference Number M/618/2453 Qualification Framework RQF

Title Establish Information for Signal

Engineering Installation Unit Level Level 2 Guided Learning Hours 30 GLH Total Qualification Time 30 TQT Unit Credit Value 3 Credits Unit Grading Structure Pass / Fail


1 Know how to establish the

required installation technical information for types of signaling equipment

1.1 Demonstrate knowledge of and ability to identify and source information required for installation activities for types of signalling equipment, ensuring the information is current, authorised, contains all essential data

To include:

• train control (such as signals or other method of authorising train movements)

• train detection • power supplies • balises • other industry specific equipment

2 Know how to follow company procedures to obtain and extract information from sources as applicable to the equipment being installed.

2.1 Demonstrate how to source and interpret accurately relevant information on technical requirements, identify and deal promptly with information, which is

This will be observed assessed and recorded.

To include:

• design drawings • installation plans • handbooks

inadequate, contradictory and/or ambiguous

• installation standards • equipment specific requirements • manufactures instructions • schedules • procedures

Level 2 Unit – Establish Information for Signal Engineering Maintenance and/or Fault Finding (Optional)

Unit aim This unit introduces and guides learners to competences needed to establish information for signal engineering maintenance tasks which is technical, detailed from a variety of sources such as drawings, defect history, fault reports, handbooks, maintenance specifications, instructions, procedures and schedules prior to undertaking maintenance and/or fault finding activities. The signalling equipment in this standard can be for over ground or underground rail transportation systems and can be applicable for the new European Train Control System. Unit introduction This unit will help learners to source and interpret the information required to undertake the allocated maintenance and/or fault-finding tasks in accordance with company procedures. Learners will be required to extract the necessary data from the various specifications and related documentation, in order to establish and carry out the work requirements, and to make valid decisions about the work activities based on the information extracted. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title Establish information for signal engineering

maintenance and/or fault finding Unit Level Level 2 Guided Learning Hours 30 GLH Total Qualification Time 30 TQT Unit Credit Value 3 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Know how to establish the required

maintenance technical information for types of Signalling equipment, ensuring that the information is current, authorised and contains all essential data

1.1 Demonstrate how to source and interpret relevant information on technical requirements, identify and source the required details for the maintenance and/or fault-finding activities for types of signalling equipment

This will be observed, assessed and recorded. To include:

• drawings • defect history • fault reports such as customer, monitoring centre • Handbooks • maintenance specifications • instructions • schedules • procedures

2 Understand how to obtain and extract information from relevant sources as applicable to ensure the equipment being maintained to company and industry standards

2.1 Demonstrate following company procedures how identify, deal promptly with information, which is inadequate, contradictory and/or ambiguous and identify and deal promptly and effectively with any problems occurring with the requirements and their interpretation

This will be observed, assessed and recorded. To include



counters) • power supplies

• balises • ETCS • other industry specific signalling equipment

Level 2 Unit – Assist in the Planned Maintenance of Signalling Equipment (Optional)

Unit aim This unit introduces and guides learners to the appropriate tools equipment required to complete the maintenance activities, apply a range of methods and techniques to maintain the equipment, and where appropriate, assist in working with computers, electronic controllers, making connections, maintaining hardware and loading and updating software. The maintenance activities will include making checks and adjustments, within your permitted authority, and assisting others to ensure that the maintained equipment functions to the required specification. Unit introduction This unit will help learners to develop an understanding to ensure they comply with organisational policy and procedures for the planned maintenance activities undertaken, to report any problems with the activities, tools or equipment used that cannot be personally resolved, or are outside your permitted authority, to the appropriate people. Ensure that all tools, equipment and materials used in the maintenance activities are removed from the work area on completion of the work, and that the relevant job/task documentation is completed accurately and legibly. Work to instructions in conjunction with others, taking personal responsibility for own actions, and for the quality and accuracy of the work carried out. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title Assist in the Planned Maintenance of

Signalling Equipment Unit Level Level 2 Guided Learning Hours 30 GLH Total Qualification Time 30 TQT Unit Credit Value 3 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Understand the compliance to

relevant health and safety legislation, regulations and safe working practices and procedures as appropriate to the activity such as the Safe System of Work Planner (SSOWP)

1.1 Demonstrate following the health and safety legislation, regulations and safe working practices and procedures, as applicable to the work location and work activities

This will be observed, assessed and recorded. From the following:

• your organisation's safety management system • relevant sections of the HASWA • COSHH • safe work plans such as SSOWP • SWL • track access restrictions • track work instructions • track possession • task risk control sheets • current rule book • regulations for working under OHLE and in the

vicinity of DC lines where appropriate • equipment disconnections • manual handling regulations • RIDDOR • safety sign regulations • PPE

2 Know how to by following company procedures, identify the safe access requirements related to types of site equipment locations

2.1 Demonstrate compliance with company procedures, and safe working practices access to different types of equipment locations when completing work activities.

This will be observed, assessed and recorded. Locations to include:


3 Know how to assist in the planned maintenance of different types of signalling equipment following company procedures.

3.1 Demonstrate assisting in work activities in the maintenance of different types of signalling equipment in compliance with company procedures and meeting industry standards.

This will be observed, assessed and recorded. Must include one from:



counters • power supplies • balises • ETCS • other industry specific signalling equipment

4 Understand the competent use of different types of tools and equipment applicable to the equipment being maintained

4.1 Demonstrate the competent use of a range of tools and equipment applicable to the equipment to be maintained, following manufacturer guidelines and company procedures.


To include:

• hand tools • wire and cable strippers • IDC tools such as punch down tool • crimping tools 4.1e multi-meters 4.1f measuring

equipment • test equipment • power tools • other specific Signalling maintenance

tools/equipment 5 Know how to carry out maintenance

activities as applicable to the equipment being maintained in

5.1 Demonstrate assisting in carrying out planned maintenance work activities as applicable to the equipment being

To include:

• other specific signalling maintenance activity

compliance with company procedures and meeting industry standards.

maintained following company procedures, health and safety legislation/regulations

• visual and aural checks • electrical measurements and adjustments • mechanical measurements and adjustments • routine servicing • leaning • lubricating

6 Know how to assist in the completion relevant maintenance records, following company procedures, and pass it to the appropriate people:

6.1 Demonstrate the completion of relevant maintenance records applicable to the relevant work activity following company procedures and passing them onto the appropriate people.

This will be observed assessed and recorded. Must include at least one from:

• job card • SMTH • maintenance log and action report • company reporting procedures • other industry specific maintenance records

Level 2 Unit – Assist in the Installation of Signalling Equipment (Optional)

Unit aim

This unit introduces and guides learners how to use the appropriate tools and equipment throughout the installation activities, to apply a range of installation methods and techniques to position, level and align the equipment, and to make connections as appropriate to the equipment installed. Where appropriate, the learner may also assist in working with computers or electronic controllers, making connections, installing hardware and loading and updating software. The installation activities will include making checks and adjustments, in line with permitted authority, and assisting others to ensure that the installed equipment functions to the required specification. Unit introduction The learner must be able to comply with organisational policy and procedures for the installation activities undertaken, report any problems with the activities, tools or equipment used that cannot personally be resolved, or outside permitted authority, to the relevant people. Ensure that all tools, equipment and materials used in the installation activities are removed from the work area on completion of the work, and that the relevant job/task documentation is completed accurately and legibly. Learners will be expected to work to instructions in conjunction with others, taking personal responsibility for own actions, and for the quality and accuracy of the work that is carried out. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title Assist in the Installation of Signalling



relevant health and safety legislation, regulations and safe working practices and procedures as appropriate to the activity such as the Safe System of Work Planner (SSOWP) when installing signalling equipment

1.1 Demonstrate compliance with the relevant health and safety legislation, regulations and company safe working practices and procedures applicable to the work location and work activities when installing or repairing signalling equipment

This will be observed, assessed and recorded. To Include:

• your organisation's safety management system • relevant sections of the HASWA • COSHH • safe work plans such as SSOWP • SWL track access restrictions • track work instructions • track possession • task risk control sheets • current rule book • regulations for working under OHLE and in the


2 Know how to follow company procedures for the access requirements related to different types of site installation locations of signalling equipment

2.1 Demonstrate knowledge of and compliance with company procedures for the access requirements related to different types of locations when installing signalling equipment.

This will be observed, assessed and recorded. To include at least two from:


3 Know how to competently use of different types of approved/calibrated tools and equipment as applicable to the equipment being installed

3.1 Demonstrate the competent use of a range of approved tools, equipment as applicable to the signalling equipment being installed following company and manufacturer’s guidance

This will be observed, assessed and recorded • power tools • hand tools • wire and cable strippers • IDC tools such as punch down tool • crimping tools • torque wrenches • measuring equipment • levelling equipment

4 Know how to make different types of terminations/connections during the installation of signalling equipment following company procedures

4.1 Demonstrate competency in making different types of connections during work activities of installing signalling equipment


• crimping • mechanical • fluid power • soldering • IDC • optical • other specific type of termination/connection

5 Understand that installation activities comply with industry specifications, infrastructure guidelines, regulations standards following company procedures

5.1 Demonstrate full competency in the installation of signalling equipment by following company procedures and meeting all required standards and regulations

This will be observed, assessed and recorded Installation should comply with at least on from:


• work authorisations • installation charts/diagrams • equipment manufacturer's documents • BS, ISO and/or BS EN standards

• other industry specific Signalling standards/specifications

6 Know how to assist in the completion of the relevant installation records, following company procedures and pass it to the appropriate people

6.1 Demonstrate assisting in the completion of relevant documents ensuring they are legible and comply with all aspects of company and industry procedures and standards and pass it onto the appropriate people.

This will be observed, assessed and recorded Must include one from:

• job card • installation log and action report • completion certificates • company reporting procedures • other industry specific installation records

Level 2 Unit – Assist with Establishing Compliance with Specifications for Signalling Equipment (Optional)

Unit aim This unit introduces and guides learners to use appropriate tools and equipment throughout the test and checking activities, to apply a range of methods and techniques to test and check the equipment, and to make connections as appropriate to the equipment installed. Where appropriate, assist in working with computers or electronic controllers, making connections, testing hardware and loading and updating software. The testing and checking activities will include making checks and adjustments, in line with permitted authority, and assisting others to ensure that the signalling equipment functions to the required specification. Unit introduction The learner must be able to comply with organisational policy and procedures for the testing and checking activities undertaken, to report any problems with the activities, tools or equipment used that cannot be personally resolved, or are outside permitted authority, to the relevant people. Ensure that all tools, equipment and materials used in the testing and checking activities are removed from the work area on completion of the work, and that the relevant job/task documentation is completed accurately and legibly. Learners will be expected to work to instructions in conjunction with others, taking personal responsibility for your own actions, and for the quality and accuracy of the work that is carried out.

Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title Assist with Establishing Compliance with

Specifications for Signalling Equipment Unit Level Level 2 Guided Learning Hours 30 GLH Total Qualification Time 30 TQT Unit Credit Value 3 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion


health and safety legislation, regulations, safe working practices and procedures as applicable to the work location and activities:

1.1 Demonstrate compliance of company procedures, legislation, regulations, safe working practices, specifications that apply to work related activities for signalling equipment.

This will be observed, assessed and recorded. To include from:

• your organisation's safety management system • relevant sections of the HASWA • COSHH • safe work plans such as SSOWP • SWL • track access restrictions • track work instructions • track possession • task risk control sheets • current rule book • regulations for working under OHLE and in the


2 Know how to access the requirements related different types of site testing locations following company procedures.

2.1 Demonstrate understanding and compliance of the requirements to access different types of work locations when completing signalling equipment work activities.



3 Know how to assist in the testing of different types of signalling equipment following company procedures

3.1 Demonstrate assisting in the testing of different types of signalling equipment ensuring meeting industry standards and following company procedures.

This will be observed, assessed and recorded. Must include at least one from:

• points • train control such as signals or other methods of


counters • power supplies • balises • ETCS • other industry specific Signaling equipment

4 Understand the use of different types of tools and equipment as applicable to the equipment being tested when conducting signalling equipment work activities

4.1 Demonstrate the competent use of different tools and equipment applicable when conducting signalling equipment work activities and following company procedures


• calibrated hand tools • un-calibrated hand tools • calibrated test leads/loads • computerised test equipment • test recording equipment • other specific Signalling testing equipment

5 Know how to assist in conducting checks as applicable to the type of signalling equipment being tested

5.1 Demonstrate in assisting in conducting checks that are applicable to the type of signalling equipment being tested.

This will be observed, assessed and recorded. To include all from:

• inspection • wire count • security • profile • labelling • correlation

• compliance to diagrams • physical condition • other industry specific signalling checks

6 Know how to assist in a range of tests as applicable to the type of signalling equipment being tested

6.1 Demonstrate understanding and application of a range of tests applicable to the signal equipment being tested whilst following company procedures

This will be observed, assessed and recorded To include all from:

• continuity • insulation • earth arrangements • interference • correspondence • function • other industry specific signalling tests

7 Understand compliance to ensure that testing activities comply with all required standards, guidelines, operating procedures, industry specific specifications.

7.1 Demonstrate that all testing is compliant with the regulations, industry specific specifications, guidelines, operating procedures, industry specific signalling standards.



• equipment manufacturer's documents • BS, ISO and/or BS EN standards • SMTH • other industry specific signalling

standards/specifications 8 Understand how to demonstrate in

assisting in completion of the relevant test records, and pass it to the appropriate people

8.1 Demonstrate assisting in the correct completion of all relevant test records ensuring it is legible and complies with company procedures and pass on to appropriate people.

This will be observed, assessed and recorded Must include at least one from below and pass onto appropriate people.

• job card 8.1b SMTH • test certificates • test checklists • test log and action report • marked-up engineering drawings • company reporting procedures • other industry specific test/compliance records

Telecoms Pathway Pathway Introduction This pathway covers the competency requirements for Telecoms within the Level 2 Diploma in Rail Engineering (Competence) and is made up of five mandatory units and a minimum of three optional units that will help learners to develop skills and capabilities relevant to the sector. It provides evidence of competence for job roles such as a track operative and will help the learner to acquire the self-confidence and motivation to take advantage of the many opportunities for their progression and development within the industry . Achievement In order to achieve this pathway a learner must gain 38 credits by completing all of the mandatory units and at least one unit from Group C and one unit from Group D

Level 2 Unit – Determine Requirements for the Safe Access to Work Locations for Telecoms Engineering (Mandatory)

Unit aim This unit introduces learners to identify the competences required to determine the safe access to work locations prior to undertaking a telecoms engineering activity. These activities could involve the maintenance, fault finding, installation or testing of Telecoms equipment. The type of work locations that the activities will take place in could be from a range of different sites such as trackside, internal and public, each requiring different access requirements. The Telecoms equipment referred to can be for over ground or underground rail transportation systems. Unit introduction This unit will help learners to be able to identify and agree the necessary safety requirements for the safe access to work locations, ensure the implementation of the necessary safety requirements, protection and disconnection arrangements and that they remain in place throughout the duration of the telecoms engineering activity and gain a good understanding of the relevant processes and procedures for the safe access to a work location prior to undertaking a Telecoms engineering activity. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit, through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title

Determine Requirements for the Safe Access to Work Locations for

Telecoms Engineering Unit Level Level 2 Guided Learning Hours 30 GLH Total Qualification Time 30 TQT Unit Credit Value 3 Credits Unit Grading Structure Pass / Fail


1 Know how to work safely at all

times, complying with company procedures the relevant health and safety legislation, regulations and safe working practices and procedures as appropriate to the activity such as Safe System of Work Planner

1.1 Demonstrate following the health and safety legislation, regulations and safe working practices and procedures, as applicable to the work location



• company safety management system • relevant sections of the HASWA • COSHH • safe work plans - such as SSOWP • SWL • track access restrictions • track work instructions • track possession • task risk control sheets • current rule book

• regulations for working under OHLE and in the vicinity of DC lines where appropriate

• equipment disconnections • manual handling regulations • RIDDOR • safety sign regulations • PPE

2 Understand the different types of documents that apply to access requirements applicable to the work location

2.1 Outline and identify the types of documentation that applies to the access requirements as applicable to the work location


• Signing in and off-site register • Site briefing attendance • Site access authorisation card • Personal track safety certificate

3 Know the access requirements for different types of work site locations following company procedures at all times

3.1 Explain the access requirements related to different types of site locations to complete telecoms engineering work activities

Must include at least two from: • trackside • internal such as signal box, equipment room • areas to which the public have access • confined spaces • elevated structures

4 Understand how to agree and implement necessary safe access procedures as applicable to the work activity.

4.1 Describe how to Agree and implement the necessary safety requirements to ensure safe access


• protection and possession • isolation • traction supply OHLE • establishment of a communication system

Level 2 Unit – Reinstate the Work Area after Telecoms Engineering Activities (Mandatory)

Unit aim This unit introduces and guides learners to identify the competences you need to reinstate the work area after installing, maintaining, rectifying or testing Telecoms equipment and systems. It includes the safe storage of reusable materials and equipment. The Telecoms equipment referred to can be for over ground or underground rail transportation systems. Learners will ensure that the work area is left in a condition that meets own company procedures and includes ensuring that any waste material, plant, tools and test equipment that cannot be removed is marked for later collection and secured where it will not interfere with the safe operation of the railway. Unit introduction This unit will help learners to develop an understanding their responsibilities with a requirement to comply with own company policy and procedures for the activities undertaken, and to report any problems with reinstating the work area procedure that cannot personally resolve, or are outside own permitted authority, to the relevant people. Learners will be expected to work to instructions, or in conjunction with others, taking full responsibility for own actions, and for the quality and accuracy of the work that carried out. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title Reinstate the Work Area after Telecoms

Engineering Activities Unit Level Level 2 Guided Learning Hours 30 GLH Total Qualification Time 30 TQT Unit Credit Value 3 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion


times, complying with company procedures the relevant health and safety legislation, regulations and safe working practices and procedures as appropriate to the activity such as Safe System of Work Planner to reinstate the work area after telecoms work activities.

1.1 Demonstrate following the health and safety legislation, regulations and safe working practices and procedures, as applicable to the work location



• company safety management system • relevant sections of the HASWA • COSHH 1.4. safe work plans - such as SSOWP • SWL • track access restrictions • track work instructions • track possession • task risk control sheets • current rule book • regulations for working under OHLE and in the

vicinity of DC lines where appropriate • equipment disconnections

• manual handling regulations • RIDDOR • safety sign regulations • PPE

2 Know the access requirements for different types of work site locations following company procedures after telecoms engineering activities

2.1 Explain the access requirements related to different types of site locations to complete telecoms engineering work activities


3 Understand safely how to store tools, equipment, materials complying with company procedures after telecoms engineering activities

3.1 Demonstrate how to safely store tools and equipment, including the following as applicable to the work activities after telecoms engineering activities following company procedures at all times.

This will be observed assessed and recorded. To include all from:

• tools • test equipment • materials • consumables • plant • communications equipment

4 Know how to complete the relevant records/documents related to telecoms engineering activities and pass on to the appropriate people

4.1 Demonstrate assisting in the completion of the relevant records/documents related to telecoms engineering activities and pass it to the appropriate people:

This will be observed assessed and recorded To include at least one from and pass on to the appropriate people:

• job card • maintenance log and action report • company reporting procedures • other handover records

Level 2 Unit – Assist in the Removal of Telecoms Equipment (Mandatory)

Unit aim This unit introduces and guides learners to identify the competences required to assist in the removal of operational telecoms systems and equipment under direction as part of maintenance or fault finding, including the use of correct tools and equipment in accordance with own company procedures. The Telecoms equipment referred to can be for over ground or underground rail transportation systems. Unit introduction This unit will help learners to use the appropriate tools and equipment throughout the removal activities, and to apply a range of disconnection methods and techniques to safely remove the equipment, and to make safe any connections as appropriate to the equipment removed. Where appropriate, also assist in working with computers or electronic controllers, making dis-connections and removing hardware. The removal activities will include making sure that any removed Telecoms equipment is moved and stored safely before it is repaired, refitted or disposed of. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.

Unit Reference Number J/618/2460

Qualification Framework RQF

Title Assist in the Removal of Telecoms



times, complying with company procedures, the relevant health and safety legislation, regulations and safe working practices and procedures as appropriate to the activity such as Safe System of Work Planner in the removal of Telecoms equipment

1.1 Demonstrate following the health and safety legislation, regulations and safe working practices and procedures, as applicable to the work location in the removal of Telecoms equipment




vicinity of DC lines where appropriate • equipment disconnections • manual handling regulations

• RIDDOR • safety sign regulations • PPE

2 Know the access requirements for different types of work site locations following company procedures in the removal of Telecoms equipment

2.1 Explain the access requirements related to different types of site locations in the removal of Telecoms equipment


3 Understand the process of the removal of different types of telecoms equipment following company procedures

3.1 Demonstrate assisting in the removal of different types of Telecom equipment following all relevant regulations and company procedures at all times



• transmission systems • bearer circuits • Telecoms bearers carrying signalling circuits • SCADA • operational telephones • switches and systems such as telephone

exchanges & concentrators • railway operational information systems • PA and CCTV • operational CCTV such as OPO/DOO • GSM-R • other industry specific telecom equipment

4 Know how to use different types of approved/calibrated tools and equipment as applicable to the telecoms equipment to be removed

4.1 Demonstrate the use of different types of approved/calibrated tools and equipment as applicable to the telecoms equipment being removed.



• power tools • hand tools • wire and cable strippers/cutters • IDC tools 4.5. termination tools

• wrenches • soldering irons • manual handling equipment

5 Know how to disconnect different types of connections in the removal of Telecoms equipment following company procedures and manufacturer’s guidelines

5.1 Demonstrate how to safely disconnect different types of connections during the removal of telecoms equipment as applicable to the type of equipment whilst following company procedures and manufacturer’s guidelines.


Must include at least four from:

• mechanical • soldered • electronic • IDC • optical • other specific type of termination/connection

6 Understand how to ensure the removal activities of Telecoms equipment comply with all relevant infrastructure guidelines, standards, industry specific standards and specifications.

6.1 Explain how to ensure that all telecoms equipment removal activities should comply with all the relevant, specific industry standards, guidelines, Telecom specific specifications

To Include all from: • infrastructure guidelines and standard operating

procedures • equipment manufacturer's documents • BS, ISO and/or BS EN standards • other industry specific Telecom

standards/specifications 7 Know how to complete the relevant

records/documents related the removal of Telecoms equipment activities and pass on to the appropriate people

4.1 Demonstrate assisting in the completion of the relevant records/documents the removal of telecoms equipment activities and pass it to the appropriate people:


• job card • equipment logs and action report • company reporting procedures • other industry specific equipment records

Level 2 Unit – Assist in the Replacement of Telecoms Equipment (Mandatory)

Unit aim

This unit introduces and guides learners to identify the competences required to assist in the replacement of operational Telecoms systems and equipment under direction, including the use of correct tools and equipment in accordance with own company procedures. Replacement of the equipment can be as a result of maintenance or fault-finding activities. The Telecoms equipment referred to can be for over ground or underground rail transportation systems. Unit introduction This unit will help learners to use the appropriate tools and equipment throughout the replacement activities, and to apply a range of removal and installation methods and techniques to replace the equipment, and to make connections as appropriate to the equipment installed. Where appropriate, to assist in working with computers or electronic controllers, making connections, installing hardware and loading and updating software. The replacement activities will include making checks and adjustments, in line with own permitted authority, and assisting others to ensure that the replaced equipment functions to the required specification. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title Assist in the Replacement of Telecoms




1.1 Demonstrate following the health and safety legislation, regulations and safe working practices and procedures, as applicable to the work location in the replacement of Telecoms equipment




vicinity of DC lines where appropriate • equipment disconnections • manual handling regulations • RIDDOR

• safety sign regulations • PPE

2 Know the access requirements for different types of work site locations following company procedures in the replacement of Telecoms equipment

2.1 Explain the access requirements related to different types of site locations in the replacement of Telecoms equipment


3 Understand the process in the replacement of Telecoms equipment following company procedures

3.1 Demonstrate assisting in the replacement of different types Telecoms equipment following all relevant regulations and company procedures at all times



• transmission systems • bearer circuits • Telecoms bearers carrying signalling circuits • SCADA • operational telephones • switches and systems such as telephone

exchanges & concentrators • railway operational information systems • PA and CCTV • operational CCTV such as OPO/DOO • GSM-R • other industry specific telecom equipment

4 Know how to use different types of approved/calibrated tools and equipment as applicable to the replacement of Telecoms equipment

4.1 Demonstrate the use of different types of approved/calibrated tools and equipment as applicable to replacement of Telecoms equipment



• power tools • hand tools • wire and cable strippers/cutters • IDC tools such as punch down tool • crimping tools • soldering irons

• torque wrenches • measuring equipment • levelling equipment

5 Understand how to make different types of connections when in the replacement of Telecoms equipment applicable to the equipment

5.1 Demonstrate making different types connections during the replacement in the replacement of Telecoms equipment applicable to the equipment to be installed


To include at least two from:

• crimping • mechanical • soldering • IDC 5.5. optical • other specific type of termination/connection

6 Understand how to ensure the

replacement activities of Telecoms equipment comply with all relevant infrastructure guidelines, standards, industry specific standards and specifications.

6.1 Explain how to ensure that all telecoms equipment replacement activities should comply with all the relevant, specific industry standards, guidelines, telecom specific specifications

To Include all from: • infrastructure guidelines and standard operating

procedures • equipment manufacturer's documents • BS, ISO and/or BS EN standards • other industry specific telecom


records/documents related the replacement of Telecoms equipment activities and pass on to the appropriate people

4.1 Demonstrate assisting in the completion of the relevant records/documents the replacement of Telecoms equipment activities and pass it to the appropriate people:


• job card • equipment logs and action report • company reporting procedures • other industry specific equipment records

Level 2 Unit – Establish Information for Telecoms Engineering Installation (Optional)

Unit aim This unit introduces and guides learners to identify the competences required to establish information for Telecoms engineering installation tasks which is technical and detailed and could be from a variety of sources such as design drawings, installation plans, handbooks, installation standards and equipment specific requirements prior to undertaking telecom installation activities. The Telecoms equipment referred to can be for over ground or underground rail transportation systems. Unit introduction This unit helps the learner to be able to source and interpret the information required to undertake the allocated installation tasks in accordance with company procedures. Learners will be required to extract the necessary data from the various specifications and related documentation, in order to establish and carry out the work requirements, and to make valid decisions about the work activities based on the information extracted. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title Establish Information for Telecoms

Engineering Installation Unit Level Level 2 Guided Learning Hours 30 GLH Total Qualification Time 30 TQT Unit Credit Value 3 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Understand how to establish the

required technical information for different types of Telecom equipment

1.1 Explain how to establish the required installation technical information for different types of Telecom equipment to be installed, following company procedures

To include at least one from the following: • Transmission systems • Bearer circuits • Telecoms bearers carrying Signalling circuits • SCADA • Operational telephones • Switches and systems telephone exchanges &

concentrators • Railway operational information systems • PA and CCTV • Operational CCTV such as OPO/DOO • GSM-R • Other industry specific telecom equipment

2 Know how to obtain and extract information from a range of sources for Telecoms engineering

2.1 Outline how to obtain and extract information from different sources for Telecoms engineering installation applicable to the equipment to be installed.

To Include all the sources below: • Design drawings • Installation plans • Handbooks

installation applicable to the equipment to be installed.

• Installation standards • Equipment specific requirements • Manufactures instructions • Schedules • Procedures

Level 2 Unit – Establish Information for Telecoms Engineering Maintenance and/or Fault Finding (Optional)

Unit aim This unit introduces and guides learners to identify the competences required to establish information for Telecoms engineering maintenance tasks which is technical and detailed and could be from a variety of sources such as drawings, defect history, fault reports, handbooks, maintenance specifications, instructions, procedures and schedules prior to undertaking maintenance and/or fault finding activities. The Telecoms equipment referred to can be for over ground or underground rail transportation systems. Unit introduction This unit helps the learner to be able to source and interpret the information required to undertake the allocated maintenance and/or fault-finding tasks in accordance with the company procedures. Learners will be required to extract the necessary data from the various specifications and related documentation, in order to establish and carry out the work requirements, and to make valid decisions about the work activities based on the information extracted. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.

Unit Reference Number Y/618/2463


Title

Establish Information for Telecoms Engineering Maintenance and/or Fault

Finding Unit Level Level 2 Guided Learning Hours 30 GLH Total Qualification Time 30 TQT Unit Credit Value 3 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion


required technical information for Telecoms engineering maintenance and/or fault finding

1.1 Explain how to establish the required installation technical information for different for Telecoms engineering maintenance and/or fault-finding following company procedures at all times

To include at least one from the following: • Transmission systems • Bearer circuits • Telecoms bearers carrying Signalling circuits • SCADA • Operational telephones • Switches and systems telephone exchanges &


2 Know how to obtain and extract information from a range of sources

2.1 Outline how to obtain and extract information from sources as applicable to

To include all sources from below: • Defect history • Fault repots such as customer, monitoring centre

applicable to the equipment being maintained

the equipment being maintained following company procedures at all times

• Handbooks • Maintenance specifications • Instructions • Schedules • Procedures

Level 2 Unit – Assist in the Tests and Checks of Telecoms Equipment (Optional)

Unit aim This unit introduces and guides learners to identify the competences required to assist in the tests and checks of operational Telecoms systems and equipment under direction, including the use of correct tools and test equipment in accordance with company procedures. The Telecoms equipment referred to can be for over ground or underground rail transportation systems. Unit introduction This unit helps the learner to apply a range of methods and techniques to test and check the equipment, and to make connections as appropriate to the equipment installed. Where appropriate, the learner may also assist in working with computers or electronic controllers, making connections, testing hardware and loading and updating software. The testing and checking activities will include making checks and adjustments, in line within own permitted authority, and assisting others to ensure that the Telecom equipment functions to the required specification. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.

Unit Reference Number

D/618/2464 Qualification Framework RQF

Title Assist in the Tests and Checks of Telecoms



times, complying with company procedures, the relevant health and safety legislation, regulations and safe working practices and procedures as appropriate to the activity such as Safe System of Work Planner in the removal of telecoms equipment

1.1 Demonstrate following the health and safety legislation, regulations and safe working practices and procedures, as applicable to the work location in assisting in the tests and checks of telecoms equipment.



• Company safety management system • Relevant sections of the HASWA • COSHH 1.4. safe work plans - such as SSOWP • SWL • Track access restrictions • Track work instructions • Track possession • Task risk control sheets • Current rule book • Regulations for working under OHLE and in the

vicinity of DC lines where appropriate

• Equipment disconnections • Manual handling regulations • RIDDOR • Safety sign regulations • PPE

2 Know the access requirements for different types of work site locations following company procedures in the replacement of Telecoms equipment

2.1 Explain the access requirements related to different types of site locations in assisting in the tests and checks of telecoms equipment

Must include at least two from: • Trackside • Internal such as signal box, equipment room • Areas to which the public have access • Confined spaces • Elevated structures

3 Understand the process in the replacement of Telecoms equipment following company procedures

3.1 Demonstrate assisting in the tests and checks of Telecoms equipment whilst following all relevant regulations and company procedures at all times



• Transmission systems • Bearer circuits • Telecoms bearers carrying signalling circuits • SCADA • Operational telephones • Switches and systems such as telephone

exchanges & concentrators • Railway operational information systems • PA and CCTV • Operational CCTV such as OPO/DOO • GSM-R • Other industry specific telecom equipment

4 Know how to use the different types of tools and equipment applicable to the Telecom’s equipment being tested

4.1 Demonstrate how to use the different types of tools and equipment as applicable to the Telecoms equipment being tested, whilst following company procedures at all times.

This will be observed, assessed and recorded. To include all from below:

• Calibrated hand tools • Un-calibrated hand tools • Calibrated test leads/loads • Computerised test equipment

• Test recording equipment • Other specific Telecom test equipment

5 Know how to assist in a range of different test and checks of Telecoms equipment.

5.1 Demonstrate assisting in a range of tests as applicable to the type of Telecom equipment being tested whilst following company procedures at all times


Depending on type of equipment the range of test to include:

• Bandwidth • Power • Interference • Dattenuation 5.1e frequency • Image quality 5.1g alignment • Day/night settings • OTDR • Psophometric • Insertion loss measurement • Data error rate • Voltage and current • Resistance • Continuity • Other industry specific telecoms tests

6 Understand how to ensure in the tests and checks of Telecoms equipment comply with all relevant infrastructure guidelines, standards, industry specific standards and specifications.

6.1 Explain how to ensure that all in the tests and checks of Telecoms equipment should comply with all the relevant, specific industry standards, guidelines, Telecom specific specifications

To Include at least one from: • Infrastructure guidelines and standard operating

procedures • Equipment manufacturer's documents • BS, ISO and/or BS EN standards • TMTH • Other industry specific telecom


records/documents related to the tests and checks of telecoms

7.1 Demonstrate assisting in the completion of the relevant records/documents related to the tests and checks of Telecoms equipment activities and pass it to the appropriate people:


• Job card

equipment activities and pass on to the appropriate people

• TMTH • Test log and action report • Company reporting procedures • Other industry specific test records

Level 2 Unit – Assist in the Installation of Telecoms Equipment (Optional)

Unit aim This unit introduces learners to identify the competences required to assist in the installation of operational Telecoms systems and equipment under direction, including the use of correct tools and equipment in accordance with company procedures. The Telecoms equipment referred to can be for over ground or underground rail transportation systems. Unit introduction This unit will help learners to use the appropriate tools and equipment throughout the installation activities, and to apply a range of installation methods and techniques to position, level and align the equipment, and to make connections as appropriate to the equipment installed. Where appropriate, learners may also assist in working with computers or electronic controllers, making connections, installing hardware and loading and updating software. The installation activities will include making checks and adjustments, in line with own permitted authority, and assisting others to ensure that the installed equipment functions to the required specification. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit, through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.

Unit Reference Number

H/618/2465 Qualification Framework RQF

Title Assist in the Installation of Telecoms

Equipment Unit Level Level 2 Guided Learning Hours 30 GLH Total Qualification Time 30 TQT Unit Credit Value 3 Credits Unit Grading Structure Pass / Fail




1.1 Demonstrate following the health and safety legislation, regulations and safe working practices and procedures, as applicable to the work location in the installation of Telecoms equipment



• Company safety management system • Relevant sections of the HASWA • COSHH 1.4. safe work plans - such as SSOWP • SWL • Track access restrictions • Track work instructions • Track possession • Task risk control sheets • Current rule book • Regulations for working under OHLE and in the vicinity

of DC lines where appropriate

• Equipment disconnections • Manual handling regulations • RIDDOR • Safety sign regulations • PPE

2 Know the access requirements for different types of work site locations following company procedures in installation of Telecoms equipment

2.1 Explain the access requirements related to different types of site locations in the installation of Telecoms equipment


3 Understand the process in the installation of Telecoms equipment following company procedures

3.1 Demonstrate assisting in the installation of different types Telecoms equipment following all relevant regulations and company procedures at all times



• Transmission systems • Bearer circuits • Telecoms bearers carrying signalling circuits • SCADA • Operational telephones • Switches and systems such as telephone exchanges &


4 Know how to use different types of approved/calibrated tools and equipment as applicable to the installation of Telecoms equipment

4.1 Demonstrate the use of different types of approved/calibrated tools and equipment as applicable to the installation of Telecoms equipment



• Power tools • Hand tools • Wire and cable strippers/cutters

• IDC tools such as punch down tool • Crimping tools • Soldering irons • Torque wrenches • Measuring equipment • Levelling equipment

5 Understand how to make different types of connections when in the installation of Telecoms equipment applicable to the equipment being installed

5.1 Demonstrate making different types connections during the installation of Telecoms equipment applicable to the equipment to be installed


To include at least two from:

• Crimping • Mechanical • Soldering • IDC 5.5. optical • Other specific type of termination/connection

6 Understand how to ensure the installation activities of Telecoms equipment comply with all relevant infrastructure guidelines, standards, industry specific standards and specifications.

6.1 Explain how to ensure that all installation of Telecoms equipment activities should comply with all the relevant, specific industry standards, guidelines, Telecom specific specifications

To Include all from: • Infrastructure guidelines and standard operating

procedures • Equipment manufacturer's documents • BS, ISO and/or BS EN standards • Other industry specific telecom

standards/specifications

7 Know how to complete the relevant records/documents related installation of Telecoms equipment activities and pass on to the appropriate people

7.1 Demonstrate assisting in the completion of the relevant records/documents relevant to the installation of Telecoms equipment activities and pass them to the appropriate people


• Job card • Equipment logs and action report • Company reporting procedures • Other industry specific equipment records

Level 2 Unit – Assist in the Planned Maintenance of Telecoms Equipment (Optional)

Unit aim This unit introduces and guides learners to identify the competences required to assist in the planned maintenance of operational Telecoms systems and equipment under direction, including the use of correct tools and equipment in accordance with company procedures. The Telecoms equipment referred to can be for over ground or underground rail transportation systems. Unit introduction This unit will help learners to develop an understanding of how to use the appropriate tools and equipment throughout the maintenance activities, and to apply a range of methods and techniques to maintain the equipment. Where appropriate, learners may also assist in working with computers or electronic controllers, making connections, maintaining hardware and loading and updating software. The maintenance activities will include making checks and adjustments, in line with own permitted authority, and assisting others to ensure that the maintained equipment functions to the required specification. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.

Unit Reference Number K/618/2466


Title Assist in the Planned Maintenance of

Telecoms Equipment Unit Level Level 2 Guided Learning Hours 30 GLH Total Qualification Time 30 TQT Unit Credit Value 3 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion


times, complying with company procedures, the relevant health and safety legislation, regulations and safe working practices and procedures as appropriate to the activity such as Safe System of Work Planner in the removal of telecoms equipment

1.1 Demonstrate following the health and safety legislation, regulations and safe working practices and procedures, as applicable to the work location in the installation of telecoms equipment



• Company safety management system • Relevant sections of the HASWA • COSHH 1.4. safe work plans - such as SSOWP • SWL • Track access restrictions • Track work instructions • Track possession • Task risk control sheets • Current rule book • Regulations for working under OHLE and in the

vicinity of DC lines where appropriate • Equipment disconnections • Manual handling regulations

• RIDDOR • Safety sign regulations • PPE

2 Know the access requirements for different types of work site locations, following company procedures in the planned maintenance of telecoms equipment

2.1 Explain the access requirements related to different types of site locations in the planned maintenance of Telecoms equipment


3 Understand the process in the planned maintenance of telecoms equipment following company procedures

3.1 Demonstrate assisting in the planned maintenance of different types telecoms equipment following all relevant regulations and company procedures at all times



• Transmission systems • Bearer circuits • Telecoms bearers carrying signalling circuits • SCADA • Operational telephones • Switches and systems such as telephone

exchanges & concentrators • Railway operational information systems • PA and CCTV • Operational CCTV such as OPO/DOO • GSM-R • Other industry specific telecom equipment

4 Know how to use different types of tools and equipment when completing the planned maintenance of Telecoms equipment

4.1

Demonstrate how to use the different types of tools and equipment when completing the planned maintenance of Telecoms equipment applicable to the equipment being installed, whilst following company procedures at all times

This will be observed, assessed and recorded To include all from below:

• Power tools • Hand tools • Wire and cable strippers • IDC tools such as punch down tool • Crimping tools • Multi-meters

• Measuring equipment • Test equipment • Other specific telecoms maintenance

tools/equipment 5 Understand how to complete

maintenance activities applicable to the equipment being maintained when completing planned maintenance of Telecoms equipment, following manufacturer’s guidelines and company procedures

5.1

Demonstrate how to carry out maintenance activities applicable to the equipment being maintained using a range of checks and maintenance methods when completing planned maintenance of telecoms equipment


To include those from the list applicable to the equipment being maintained:

• Visual and aural checks • Electrical measurements and adjustments • Mechanical measurements and adjustments • Routine servicing • Cleaning • Lubricating • Other specific telecom maintenance activity

6 Know how to complete the relevant

records/documents related to the planned maintenance of telecoms equipment and pass on to the appropriate people

6.1 Demonstrate assisting in the completion of the relevant records/documents relevant to the planned maintenance of telecoms equipment activities and pass them to the appropriate people


• Job card • TMTH • Maintenance log and action report • Company reporting procedures • Other industry specific maintenance records

Electrification Pathway Pathway Introduction This pathway covers the competency requirements for Electrification within the Level 2 Diploma in Rail Engineering (Competence) and is made up of five mandatory units and a minimum of three optional units that will help learners to develop skills and capabilities relevant to the sector. It provides evidence of competence for job roles such as a track operative and will help the learner to acquire the self-confidence and motivation to take advantage of the many opportunities for their progression and development within the industry. . Achievement In order to achieve this pathway a learner must gain 38 Credits by completing all units as mandatory


Level 2 Unit – Plan Railway Electrification Engineering Activities (Mandatory)

Unit aim This unit introduces learners to understand how to source and interpret information required for the activity when planning railway electrification activities following safe working practices, identifying the activities to be carried out and determine their sequence, establish what resources are required, identify any special requirements and incorporate them in the plan and Identify where technical documentation, equipment, tools, materials, components and/or personnel are not available deal with the deficiency in line with own organisation’s procedures. Unit introduction This unit will help learners to estimate the timescales required, prepare and record the plan and ensure all required documentation is complete, accurate, formatted and processed in accordance own organisation’s procedures. Deal effectively with problems within the limits of own authority and report those that cannot be resolved to the appropriate persons, discuss and agree effective and efficient alternatives where planned activities cannot be achieved. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit, through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title Plan Railway Electrification

Engineering Activities Unit Level Level 2 Guided Learning Hours 30 GLH Total Qualification Time 30 TQT Unit Credit Value 3 Credits Unit Grading Structure Pass / Fail


1 Understand how to plan all

aspects of electrification engineering activities meeting all legal, industry and company requirements

1.1 Describe the relevant health and safety legislation, regulations and safe working practices and procedures as appropriate to the activity

• Health and Safety at Work Act • COSHH • Manual handling • Risk assessments

1.2 Describe how to source and interpret the types of information required for the activity

• Location of information in organisation • Appropriate people to speak to • Manufacture’s information

1.3 Describe the importance of planning the activities in the specified sequence and agreed timescale

• Health and Safety • Manufactures guidelines • Industry standards

1.4 Describe the types of resources required

• Equipment • Human • Heavy plant • Replacement Resources

1.5 Outline how to estimate the timescales required

• Identification of tasks • Timescales for each activity • Different stages of the planning process

1.6 Describe how to prepare and record the plan

• Documentation required to prepare the plan • Company procedures for activity planning

1.7 Outline how to deal with a deficiency of technical documentation, equipment, tools, materials, components and/or personnel

• Manufacturer specifications • Updating of information and knowledge • Company procedures

1.8 Describe how to identify, evaluate and respond to activities that cannot be achieved

• Company procedures • Company documentation

1.9 Describe the relevant reporting lines and procedures that are approved by own organisation

• Company reporting structure • Company documentation

1.10

Explain the limits of own authority and responsibility and those of others involved in the activity

• Within company procedures

2 Know how to plan railway electrification engineering activities identifying all documentation, resources, risk assessment, following company procedures at all times.

2.1 Demonstrate how to plan electrification activities that includes all stages of the work activities to include health and safety, documentation, resources,


• Source and interpret information required for the activity

• Identify health and safety issues and safe working practices and procedures that must be followed

timescales, following all aspects of company procedures

• Identify the activities to be carried out and determine their sequence

• Establish what resources are required • Identify any special requirements and incorporate them

in the plan • Identify where technical documentation, equipment,

tools, materials, components and/or personnel are not available and deal with the deficiency in line with own organisation’s procedures

• Estimate the timescales required • Prepare and record the plan • Ensure all required documentation is complete,

accurate, formatted and processed in accordance own organisation’s procedures

• Deal effectively with problems within the limits of own authority and report those that cannot be resolved

• Discuss and agree with the relevant person(s) effective and efficient alternatives where planned activities cannot be achieved

Level 2 Unit – Assist in Preventative and Corrective Maintenance of Traction Cabling Systems (Mandatory)

Unit aim This unit introduces and guides learners to develop an understanding on how to assist in preventative and corrective maintenance of traction cabling systems, following the relevant maintenance schedules, specifications and instructions to carry out the required activities. Unit introduction This unit will help learners to carry out the activities in the specified sequence and in an agreed timescale, confirm that the systems are functioning as defined by the specification. Carrying out the activities within the limits of own authority. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title Assist in Preventative and Corrective

Maintenance of Traction Cabling Systems Unit Level Level 2 Guided Learning Hours 40 GLH Total Qualification Time 40 TQT Unit Credit Value 4 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Know how to assist in preventative

and corrective maintenance of traction cabling systems

1.1 Demonstrate how to work safely at all times, complying with health and safety legislations, relevant regulations and company procedures at all times

This will be observed, assessed and recorded Following all from:

• the relevant maintenance schedules, • specifications and instructions to carry out the

required activities 1.2 Demonstrate carrying out the activities in

the specified sequence in an agreed timescale within the limits of your own authority

This will be observed, assessed and recorded To include following company procedures

• Following company procedures • Completing relevant documentation

1.3 Outline how to confirm that the systems are functioning as defined by the specification and complete relevant documentation accurately and pass them on to the appropriate person(s), if applicable.

To include following company procedures • Completing relevant documentation • Ensure documentation is legible • Pass documents on to appropriate people

1.4 Demonstrate how to dispose of waste materials in line with company procedures

This will be observed, assessed and recorded To include following:

Company procedures • Follow COSHH Regulations • Following company procedures

Level 2 Unit – Establish the Operational Condition of Electrification and Plant Assets (Mandatory)

Unit aim This unit introduces and guides learners how to establish the operational condition of electrification and plant assets and to carry out the activities in the specified sequence, in an agreed timescale, carrying out the activities within the limits of own authority. Unit introduction This unit will help learners to develop an understanding of how to identify where the operational condition of the assets may affect the functional integrity and safety of the operational system. To report any instances where the activities cannot be fully completed, and how to complete relevant documentation accurately and pass to the appropriate persons. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title Establish the Operational Condition of

Electrification and Plant Assets Unit Level Level 2 Guided Learning Hours 40 GLH Total Qualification Time 40 TQT Unit Credit Value 4 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion


operational condition of electrification and plant assets

1.1 Demonstrate working safely at all times, complying with your organisation’s procedures and how and where to source and interpret the relevant specifications for the assets being checked


• Health and Safety legislation • Following company procedures at all times • Location of required information • Correct interpretation of relevant specifications for

assets to be checked 1.2 Explain how to Identify, analyse and

determine the sequence of the activities to be undertaken, the equipment and components to be checked

Must include: • Following company procedures • Following working schedule

1.3 Demonstrate how to carry out the activities in the specified sequence and in an agreed timescale within the limits of own authority

This will be observed, assessed and recorded • Following company procedures • Following working schedule

1.4 Explain how to identify where the operational condition of the assets may affect the functional integrity and safety of the operational system and confirm the operational condition of the assets

• Following company procedures • Manufactures specifications • Meeting Industry standards • Health and Safety

1.5 Outline how to report any instances where the activities cannot be fully completed

• Following company procedures • Completion of required documentation

1.6 Demonstrate the completion of all relevant

documentation accurately, legible and pass to the appropriate persons


• Following company procedures • Completion of required documentation • Identification of appropriate persons • Pass on the completed documents to the

appropriate persons

Level 2 Unit – Assist in Preparing Resources for Railway Electrification Engineering Activities (Optional)

Unit aim This unit introduces and guides learners to be able to assist in the preparation of resources for electrification engineering activities, identify the resources to be used and ensure sufficient resources are available to complete the identified work activities and prepare resources for engineering activities.

Unit introduction This unit will help learners to know how to assist in preparing resources for electrification engineering activities including that includes documentation tools and equipment, materials, assets and components communications equipment personnel to complete all identified work activities. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title Assist in Preparing Resources for Railway

Electrification Engineering Activities Unit Level Level 2 Guided Learning Hours 30 GLH Total Qualification Time 30 TQT Unit Credit Value 3 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Know how to assist in preparing

resources for electrification engineering activities

1.1 Demonstrate how to set up a safe system of work, and work to the safe system of work at all times

This will be observed, assessed and recorded Must cover:

• Following company procedures • Risk assessments • COSHH • Manual Handling • Health and Safety at Work Act

1.2 Explain how to identify the resources to be used, ensure sufficient resources are available and able to prepare resources for engineering activities

Must cover: • Following company procedures • Risk assessments /Method statements • COSHH • Manual Handling • Resources • Specifications information

1.3 Outline how to take action when changes to

the planned use of resources arise and to take responsibility for the care and use of

Must cover: • Following company procedures • Risk assessment

the resources within the limits of own authority

• COSHH • Appropriate responsible persons

2 Understand how to assist in preparing resources for electrification engineering activities

2.1 Demonstrate the relevant health and safety working practices appropriate to the work activity and company


• Risk assessments • Standard Operating Procedures • Manual handling • COSHH • RIDDOR

2.2 Identify the types of resources available,

including: Documentation Tools and Equipment Materials, Assets and components, Communications equipment and Personnel

• Tools and equipment • Materials

• Documentation • Assets and components • Communications equipment • Personnel

2.2 Explain how to obtain up-to-date information on engineering activities and the resources required and how to obtain up-to-date documentation on the resources to be used

To Include: • Location of information • Location of documentation • Company procedures to locate such information for

resources and engineering activities

2.4 Outline company procedures for the care and use of resources, including tools and equipment, identification and calibration

To include:

• Company procedures • Manufacturer user specifications and guidelines

2.5 Demonstrate following the relevant schedules and instructions to complete railway electrification engineering activities and how the planned use of resources could alter and the implications that may follow

This will be observed, assessed and recorded To Include:

• Work schedules • Task instruction information • The order of the activities • Company procedures

2.6 Explain of the limits of own authority and responsibility and those of others involved in the activity


• Company procedures • Risk assessments • Relevant Qualifications

2.7 Outline the relevant reporting lines and procedures that are approved by the company

To Include: • Following company procedures • Identification of relevant responsible people

Level 2 Unit – Assist with Maintenance on Railway Electrification Equipment and Components (Optional)

Unit aim This unit introduces and guides learners to be able to assist with maintenance on electrification equipment and components, follow the relevant maintenance schedules and instructions to carry out the maintenance activities within limits of own authority. Unit introduction This unit will help learners follow the relevant maintenance schedules and instructions to carry out the maintenance activities within limits of own authority and report instances where the maintenance activities cannot be fully met or where there are identified defects outside the planned schedule to the appropriate people. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title Assist with Maintenance on Railway

Electrification Equipment and Components Unit Level Level 2 Guided Learning Hours 40 GLH Total Qualification Time 40 TQT Unit Credit Value 4 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion

1 Understand how to assist with

maintenance on electrification equipment and components following relevant health and safety and safe working practices

1.1 Demonstrate how to set up a safe system of work for the activity and work to the safe system of work


• Following company procedures • Method statements and risk assessments • Health and safety regulations

1.2 Demonstrate how to follow the relevant maintenance schedules and instructions to carry out the maintenance activities within the limits of own authority


• Following company procedures • Method statements and risk assessments • Health and safety regulations • Equipment and resources specifications • Manufacturer guidelines for equipment and

resources • Relevant qualifications and work training

1.3 Explain how to report instances where the maintenance activities cannot be fully met or where there are identified defects outside the planned schedule.

To Include: • Following company procedures • Method statements and risk assessments • Health and safety regulations • Equipment and resources specifications • Completing relevant documents

1.4 Demonstrate how to dispose of waste materials in line with the organisation’s procedures


• Following company procedures • COSHH • Health and Safety • Manufacturer guidelines

2 Know how to assist with maintenance on electrification equipment and components

2.1 Outline the relevant health and safety working practices appropriate to the activity and organisation

To Include: • Following company procedures • COSHH • Health and Safety • RIDDOR

2.2 Demonstrate how to follow the company

maintenance schedules, instructions, methods and techniques whilst carrying out maintenance activities


• Manual Handling • Activity timescales • Following company procedures • Method statements/risk assessments • Equipment required • Resources required

2.3 Explain the importance of carrying out maintenance activities in the specified sequence, agreed timescale and the actions that can be taken when defects arise

To Include: • Following company procedures • Method statements • Standard Operating Procedures • Company reporting procedures relating to defects

• Completion of Relevant documents

2.4 Demonstrate knowledge of the company’s reporting lines and procedures


• Identification of the appropriate people to report to • Relevant documents to complete • Following company procedures

2.5 Outline the company’s procedures for waste disposal

To Include: • COSHH • Following manufacturer guidelines • Following company procedures

2.5 Explain the limits of own authority and responsibility and that of those involved in maintaining electrification equipment and components

To Include: • Company Reporting Procedures • Identification of the appropriate people to report to • Relevant qualifications and work training

Traction and Rolling Stock Pathway Pathway Introduction This pathway covers the competency requirements for Traction and Rolling Stock within the Level 2 Diploma in Rail Engineering (Competence) and is made up of five mandatory units and a minimum of three optional units that will help learners to develop skills and capabilities relevant to the sector. It provides evidence of competence for job roles such as a track operative and will help the learner to acquire the self-confidence and motivation to take advantage of the many opportunities for their progression and development within the industry. . Achievement In order to achieve this pathway a learner must gain 37 credits by completing all of the mandatory units and at least two of the optional units.


Level 2 Unit – Assist in the Installation of Traction and Rolling Stock Equipment (Mandatory)

Unit aim This unit introduces learners to the competences required to assist in the installation of traction and rolling stock equipment in accordance with industry approved procedures. Learners will be required to assist in the installation of a range of equipment, all of which encompass an integrated system involving two of the following interactive technologies: mechanical, electrical, electronic, fluid power or process controller. Typical systems will include equipment such as wheel sets, bogies, traction motors, engines, transmission, compressors, electrical/electronic control or communication systems, environmental systems, and devices such as doors with fluid power and electrical mechanisms attached. The stock used in this standard applies to passenger, freight and on-track machinery. Where relevant these standards also apply to traction and rolling stock that has been fitted with the European Train Control System. Unit introduction This unit will help learners to use the appropriate tools and equipment throughout the installation activities, and to apply a range of installation methods and techniques to position, level and align the equipment, and to make connections to sensors and actuators which could be electrical, fluid power, water/coolant or fuel supply, as appropriate to the equipment installed. Where appropriate, assist in working with computers or electronic controllers, making connections, installing hardware and loading and updating software. The installation activities will include making checks and adjustments, in line with permitted authority, and assisting others to ensure that the installed equipment functions to the required specification. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit, through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title Assist in the Installation of Traction

and Rolling Stock Equipment Unit Level Level 3 Guided Learning Hours 50 GLH Total Qualification Time 50 TQT Unit Credit Value 5 Credits Unit Grading Structure Pass / Fail


1 Understand the installation of the

traction and rolling stock equipment, working safely, complying with health and safety and other relevant regulations, directives and guidelines at all times,

1.1 Demonstrate adhering to company procedures/safe systems of work, related guidelines, health and safety legislation when installing traction and rolling stock equipment at all times



• adhere to procedures or systems in place for risk assessment,

• COSHH, • personal protective equipment • relevant safety regulations • confirm that authorisation to carry out the installation

activities has been given • check that safe access and working arrangements for

the installation area have been provided • confirm that services have been safely isolated, ready

for the installation such as mechanical, electricity, air or fluids

• check that all required installation consumables are available

• leave the work area in a safe condition and free from foreign object debris

2 Know how to assist in the installation of a traction and rolling stock system, which includes installing equipment for two of the following interactive technologies: installing mechanical equipment/components

2.1 Demonstrate assisting in the safe installation of a rolling stock system that includes interactive technologies following company procedures/safe systems of work at all times


To assist in carrying out all the following:

• installing mechanical equipment such as bogies, transmission, engines, pumps

• levelling equipment • aligning and securing sub-assemblies and units • connecting units such as shafts, couplings, drives

2.2 Demonstrate assisting in safely installing a rolling stock system that includes interactive technologies while following safe systems of work at all times


Must include at least two from:

• setting and adjusting drive mechanisms such as shafts, couplings, drives

• setting and adjusting operating mechanisms such as levers, linkages, cams and followers

• setting and adjusting control mechanisms such as clutches, brakes, end stops

2.3 Demonstrate assisting in safely installing a rolling stock system that includes installing electrical and electronic equipment/components while following safe systems of work



• installing electrical/electronic equipment such as traction motors, switch gear, distribution panels, inverters, luminaires, line replaceable units

• attaching suitable cable identification such as colour coding or numbering systems

• installing wiring enclosures/cable protection systems such as conduit, trunking and tray work

• installing, routeing and securing wires and cables such as PVC, armoured cables, data cables

• terminating cables to electrical components

2.4 Demonstrate assisting in safely installing a rolling stock system that includes installing fluid power components while following safe systems of work


Must include all from: • installing fluid power equipment such as compressors,

pumps, accumulators, storage reservoirs and receivers • installing fluid power components such as cylinders,

valves, sensors, actuators, filters and regulators • installing rigid and flexible pipework and hoses • connecting components to pipework, using appropriate

fittings • dressing and securing piping and hoses

2.5 Demonstrate assisting in safely installing a rolling stock system that includes installing process controller components while following safe systems of work



• installing process controllers or sequential controllers such as PCs, data communication links

• installing and connecting wires and cables to components

• installing input/output interfacing • installing peripherals such as sensors, relays, switches • checking and confirming that signal measurement and

transmission are satisfactory 2.6 Demonstrate assisting in safely

installing a rolling stock system that includes installing instrumentation and control components while following safe systems of work



• installing instrumentation and control equipment such as pressure, flow, level, temperature, speed, weight, vibration

• installing and connecting peripherals such as sensors, actuators, relays, switches

• installing and connecting process pipework as appropriate Plus one of the following:

• connecting electrical/pneumatic supply to instruments/sensors

• connecting signal transmission supply to instruments/sensors

• checking and confirming that signal measurement and transmission are satisfactory

3 Know how to apply a range of installation methods and techniques in the installation of a traction and rolling stock system,

3.1 Demonstrate assisting in installing traction and rolling stock equipment using a range of installation methods and techniques meeting relevant regulations whilst following safe systems of work.


Must include at least four from:

• marking out positions of all equipment • drilling and/or preparing mounting holes • aligning and levelling equipment • securing by using mechanical fixings threaded

fasteners • securing by using adhesives • torque loading of fasteners • applying fastener locking devices 3.8 shimming and

packing 3.9 fitting anti-vibration mountings 3.10 moving and positioning equipment, using appropriate lifting and handling equipment

4 Understand the use of different groups of instruments during the installation activities when installing traction and rolling stock system

4.1 Demonstrate the use of different groups of instruments when assisting in the installation of traction and rolling stock systems whist following safe systems of work


Must include at least two from the following groups:

• alignment devices such as plumb lines, levels, inclinometers, laser equipment

• linear measuring devices such as tapes, dial test indicators, micrometers, verniers, feeler gauges

• electrical measuring equipment such as multimeter, continuity tester, insulation resistance

• fluid/power testing equipment such as pressure or flow testing devices, speed or temperature measurement

5 Know how to carry out all required checks and adjustments as appropriate to the equipment being installed

5.1 Demonstrate when assisting in the installation of traction and rolling stock equipment all appropriate checks and adjustments to the equipment being installed whist following safe systems of work



• making visual checks of the installation, for completeness and freedom from damage

• topping up fluid/oil reservoirs as appropriate • ensuring that all bolts are correctly torqued, and that

locking devices are fitted to fasteners • ensuring that all pipe connections are correctly made,

secure and leak free • ensuring that all moving parts are clear of obstructions

and are guarded • making sensory checks of the system sight, sound,

smell, touch 5.2 Demonstrate assisting in carrying out

mandatory procedures when installing traction and rolling stock equipment whist following safe systems of work



• confirm that the correct data/software has been loaded • ensuring that all electrical connections are correctly

made, earth bonding is secure, and connections covered

• testing that the system operates to the installation specification

6 Know how to assist in ensuring all required conditions are met during the installation process of installing traction and rolling stock equipment

6.1 Demonstrate assisting in ensuring that all required conditions are met when installing traction and rolling stock equipment whist following safe systems of work



• installations with no faults • partial equipment malfunction • complete malfunction of equipment

7 Understand how to produce a range of documents that gives information on guidelines,

7.1 Demonstrate knowledge, location of and produce documents that give information on guidelines, standards


standards safe operating procedures, technical and maintenance instructions.

safe operating procedures, technical and maintenance instructions on the installation of traction and rolling stack equipment to ensure compliance with them.

Must ensure compliance with at least one from:

• organisational guidelines and codes of practice • equipment manufacturer’s operation range • BS, ISO and/or BSEN standards • company standard operating procedures • documents such as technical procedures, vehicle

maintenance instructions, vehicle overhaul instructions, workshop overhaul standards specifications

8 Know how to assist in using fault location methods and techniques on the installation of traction and rolling stock equipment

8.1 Demonstrate the use of fault-finding diagnostic methods when installing traction and rolling stock equipment whilst following safe systems of work



• diagnostic aids such as company records/history, manufacturers' manuals, fault analysis charts, troubleshooting guides

• fault finding techniques such as six-point, half-split, unit substitution

• functional testing the installation/running equipment self-diagnostics

9 Understand how to complete the relevant paperwork/records, when completing the installation of traction and rolling stock equipment and pass it to the appropriate people

9.1 Demonstrate the competent completion of relevant paperwork/document ensuring int is legible when completing the installation of traction and rolling stock equipment and pass onto the appropriate people.


Must include at least one from below and pass on to the appropriate people.

• installation records • job cards • specific company documentation • permit to work/formal risk assessment • maintenance log or report • electronic records

Level 2 Unit – Carry out Scheduled Maintenance on Traction and Rolling Stock Mechanical Equipment (Optional)

Unit aim This unit introduces and guides learners to the competences required to carry out scheduled maintenance activities on traction and rolling stock mechanical equipment, in accordance with approved procedures. Learners will be required to carry out scheduled maintenance on a range of mechanical equipment such as wheel sets, bogies, suspension, gearboxes, pumps, engines, and other company-specific equipment, in order to minimise downtime and ensure that the traction and rolling stock performs at the optimal level and functions to specification. Unit introduction This unit will help learners to understand their responsibilities ensure compliance with organisational policy and procedures for the maintenance activities undertaken, to report any problems with the maintenance process, tools or equipment used that cannot be personally resolve, or are outside own permitted authority to the relevant people. Learners must ensure that all tools, equipment and materials used in the maintenance activities are removed from the work area on completion of the activities, and that all necessary job/activity documentation is completed accurately and legibly. Learners will be expected to work to instructions, conjunction with others, taking personal responsibility for own actions, and for the quality and accuracy of the work that is carried out. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title

Carry out Scheduled Maintenance on Traction and Rolling Stock Mechanical


1 Know how to work safely complying

with health and safety and other relevant regulations, directives and guidelines at all times whilst following the relevant mechanical maintenance schedules to carry out the required work on rolling stock and mechanical equipment

1.1 Demonstrate carrying out scheduled maintenance activities following all relevant health and safety and other relevant regulations within own permitted authority following company procedures meeting company/industry standards


• undertake the maintenance activities to cause minimal disruption to normal working

• use the correct issue of drawings and maintenance documentation

• adhere to procedures or systems in place for risk assessment, COSHH, personal protective equipment and other relevant safety regulations

• confirm with the authorised person that the equipment is ready for carrying out the scheduled maintenance

• ensure the safe isolation of equipment such as mechanical, electricity, air or fluids

• ensure that safe access and working arrangements have been provided for the maintenance area

• carry out the scheduled maintenance activities, using appropriate techniques and procedures

• dispose of waste items in a safe and environmentally acceptable manner,

• leave the work area in a safe and tidy condition 2 Understand how to carry out the

mechanical maintenance activities within the limits of your personal authority to traction and rolling stock equipment

2.1 Demonstrate safely carrying out scheduled maintenance activities on traction and rolling stock equipment within own permitted authority following company procedures at all times


• gearboxes • drive train components • mechanical structures • auto couplers • engines • pumps • doors • compressors • suspension • bogies/underframe • control valves • brakes • fuel tanks • other specific mechanical equipment

3 Know how to safely carry out scheduled maintenance activities to include checks of traction and rolling stock equipment.

3.1 Demonstrate safely carrying out schedules maintenance and checking activities within own permitted authority on traction and rolling stock equipment following company procedures at all times.

This will be observed, assessed and recorded. Must include at least ten from:

• removing excessive dirt and grime 3.2. making sensory checks such as sight, sound, smell, touch

• checking equipment for leaks • replacing ‘lifed’ consumables such as fluids, filters,

gaskets/seals, hoses • monitoring the condition/deterioration of

components such as brakes, bearings, chains, belts, gears, cams, couplings, levers, wiper blades

• checking that any safety equipment or controls are operating correctly

• checking the operation of instrumentation such as gauges, sensors and indicators

• carrying out and/or checking equipment self-analysis data

• making adjustments to components and connections

• checking/tightening fastenings to the required torque

• correct fitting of locking devices • drain and flush equipment • replenishing items such as oils, greases, sand,

coolant, water, washer fluid • reviewing and checking equipment operation and

performance • recording the results of the scheduled maintenance

activity • reporting or taking action with regard to any defects

that require immediate attention such as replacing non-‘lifed’ components

• other specific maintenance activity 4 Understand how the maintenance of

mechanical equipment in accordance with company procedures, relevant standards, regulations

4.1 Demonstrate safely assisting in the maintenance of mechanical equipment following company standard operating procedures meeting relevant standards, technical procedures and specifications.

This will be observed, assessed and recorded. Must include compliance with at least one from:

• organisational guidelines and codes of practice • equipment manufacturer’s operation range • BS, ISO and/or BSEN standards • company standard operating procedures • documents such as technical procedures, • vehicle maintenance instructions, • vehicle overhaul instructions, workshop overhaul

standards specifications. 5 Know how to complete the required

relevant maintenance records and 5.1 Demonstrate the completion of the relevant

required maintenance record documents ensuring it is legible and pass it to the appropriate person

This will be observed, assessed and recorded. Must include at least one from:

• job cards

passing on to the appropriate person.

• specific company documentation, permit to work/formal risk assessment

• maintenance log or report • electronic records

Level 2 Unit – Carry out Scheduled Maintenance on Traction and Rolling Stock Electrical Equipment (Optional)

Unit aim This unit introduces and guides learners to the competences required need to carry out scheduled maintenance activities on traction and rolling stock electrical equipment, in accordance with approved procedures. Learners will be required to carry out maintenance on electrical equipment such as such as single and three-phase power supplies, traction motors, switchgear and distribution panels, control systems and equipment, and luminaries and other specific electrical equipment, in order to minimise downtime, and ensure that the equipment performs at optimal levels and functions to specification. The term traction and rolling stock applies to passenger, freight and on-track machinery. Where it is relevant these standards also apply to traction and rolling stock that has been fitted with the European Train Control System. Unit introduction This unit will help learners to develop an understanding of their requirements to comply with organisational policy and procedures for the maintenance activities undertaken, and to report any problems with these activities, or with the tools and equipment that are used, that cannot be personally resolved, or are outside own permitted authority, to the relevant people. Learners must ensure that all tools, equipment and materials used in the maintenance activities are removed from the work area on completion of the activities, and that all necessary job/activities documentation are completed accurately and legibly. Learners will be expected to work to instructions, in conjunction with others, taking personal responsibility for own actions, and for the quality and accuracy of the work that carried out. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title

Carry out Scheduled Maintenance on Traction and Rolling Stock Electrical


1 Understand how to work safely at all

times, complying with health and safety and other relevant regulations, directives and guidelines and following the relevant electrical maintenance schedules to carry out the required work.

1.1 Demonstrate carrying out the electrical maintenance activities within the limits of your personal authority in the specified sequence and in an agreed time scale whilst following company procedures.



• use the correct issue of maintenance documentations such as drawings, manuals, maintenance records






• dispose of waste items in a safe and environmentally acceptable manner

• leave the work area in a safe and tidy condition 2 Know how to work safely at all times

carrying out scheduled maintenance activities on a range of different types of electrical equipment,

2.1 Demonstrate safely carrying out scheduled maintenance activities on a range of different types of electrical equipment whilst following company procedures

This will be observed, assessed and recorded At least two from:

• single-phase power supplies • control systems and components • three-phase power supplies • direct current power supplies • wiring protection/support systems • traction motors Luminaires • switchgear and distribution panels • batteries • other specific electrical equipment

3 Understand how to safely carry out scheduled maintenance activities on different types of electrical equipment following company, manufacturers, regulation, legal requirements

3.1 Demonstrate safely carrying out scheduled maintenance on electrical equipment related to traction and rolling stock whilst following company procedure and industry standards at all times

This will be observed, assessed and recorded Must include at least ten from:

• removing excessive dirt and grime • making sensory checks such as sight, sound, smell,

touch • replacing ‘lifed’ consumables (such as brushes,

seals, batteries, indicators, protection devices • monitoring the condition/deterioration of

components such as cables, connectors, switches, contactors, safety devices

• checking that any safety equipment or controls are operating correctly

• checking the operation of test/measuring equipment such as instrumentation, sensors and indicators


• making adjustments to components and/or connections


• correct fitting of locking devices • checking the integrity and security of earth bonding • reviewing and checking equipment operation and

performance • recording the results of the scheduled maintenance


that require immediate attention such as replacing ‘non-lifed’ components

• other specific maintenance activity 4 Know how to safely maintain

electrical equipment ensuring all legal, regulations standards, codes of practice, technical specifications are met.

4.1 Demonstrate safely completing working activities of maintaining a range of electrical equipment ensuring that all technical specifications, regulation standards, company procedures are met

This will be observed, assessed and recorded Must include in accordance with at least one from:



5 Know how to complete all required documentation/maintenance records related to the maintenance of electrical equipment and pass onto the appropriate person

5.1 Demonstrate the completion of all required documentation related to the maintenance activities of the electrical equipment, ensuring the documents are legible and pass it on to the appropriate person


• job cards • . specific company documentation • permit to work/formal risk assessment • maintenance log or report • electronic records

Level 2 Unit – Carry out Scheduled Maintenance on Traction and Rolling Stock Communication-Electronic Equipment (Optional)

Unit aim This unit will help learners to develop an understanding to the competences required to carry out scheduled maintenance on traction and rolling stock communication-electronic equipment, in accordance with approved procedures. Learners will be required to carry out scheduled maintenance activities on range of communication-electronic systems, sub-systems or assemblies, and will need to carry out the maintenance activities to minimise downtime, and to ensure that the maintained system performs at the required level and functions to specification. The traction and rolling stock used in this standard applies to passenger, freight and on-track machinery. Where it is relevant these standards also apply to traction and rolling stock that has been fitted with the European Train Control System. Unit introduction This unit will help learners to develop an understanding to ensure the compliance with organisational policy and procedures for the scheduled maintenance activities undertaken, and to report any problems with these activities that cannot personally resolved, or are outside own permitted authority, to the relevant people. Learners must ensure that all tools, equipment and materials used in the maintenance activities are removed from the work area on completion of the activities, that all necessary job/activity documentation is completed accurately and legibly. Learners will be expected to work to instructions, or in conjunction with others, taking personal responsibility for own actions, and for the quality and accuracy of the work that carried. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title

Carry out Scheduled Maintenance on Traction and Rolling Stock Communication-

Electronic Equipment Unit Level Level 2 Guided Learning Hours 60 GLH Total Qualification Time 60 TQT Unit Credit Value 6 Credits Unit Grading Structure Pass Pass / Fail Learning Outcome Assessment Criteria - The learner can Criteria expansion


times, complying with health and safety and other relevant regulations, directives and guidelines, following the relevant communication-electronic maintenance schedules to carry out work activities within own permitted authority.

1.1 Demonstrate carrying out scheduled work activities maintaining communication-electronic equipment following all legal, regulation standards company procedures at all times






• ensure the safe isolation of equipment • ensure that safe access and working arrangements

have been provided for the maintenance area


• re-connect and return the equipment to service on completion of the maintenance activities

• leave the work area in a safe and tidy condition 2 Know how to carry out maintenance

activities on a range of communication-electronic systems, subsystems or assemblies

2.1 Demonstrate carrying out scheduled maintenance activities on communication-electronic systems, sub systems meeting industry requirements and following company procedures at all times


• transmitters • transceivers • receivers • aerial systems • radar systems • staff communication systems such as GSMR, PA,

cab to cab • train control systems such as AWS, ATP, TPWS,

ETCS • data transmission lines such as fibre optics, coaxial,

baluns, twin wire • display systems such as crew and passenger

information) • driver-machine interface 2.11. optical systems (such

as CCTV • built-in test equipment • data network systems such as LANs, WANs • data network interfaces such as switches, router,

bridging networks • any other identifiable electronic system, subsystem

or assemblies to Line Replaceable Unit level 2.2 Demonstrate carrying out scheduled

maintenance activities on associated equipment, subsystems meeting industry requirements and following company procedures at all times


• environmental control systems (such as temperature, alarms,

• electromechanical systems such as servos, motors, relays, complex switches

• power generation systems such as AC/DC generators, batteries

• power distribution systems such as single phase/3-phase distribution panels, shore connections

• traction supply control systems such as inverters, rectifiers, regenerative braking

• monitoring systems such as On Train Data Recorder

• hybrid systems such as ADC, DAC re protection, fire suppression

3 Know how to safely carry out

scheduled maintenance activities on traction and rolling stock communication-electronic equipment.

3.1 Demonstrate carrying out scheduled work activities on the maintenance on communication-electronic equipment and meeting all company/industry health and safety standards at all times.

This will be observed, assessed and recorded Must include at least ten from:

• removing excessive dirt or grime • making sensory checks such as sight, sound, smell

or touch • visual examination and testing of a system against

the maintenance schedule • replacing ‘lifed’ consumables • monitoring the condition/deterioration of

components such as connectors, switches, contactors, fans, safety devices

• carrying out system self-analysis checks • making routine adjustments • carrying out leak checks on connections where

appropriate • checking the condition of cables • checking the integrity of connections • making insulation resistance checks • checking/tightening fastenings to the required

torque • correct fitting of locking devices • testing the system operation

• recording the results of the scheduled maintenance activity and reporting any identified or potential defects

• reporting or taking action with regard to any defects that require immediate attention

• other specific maintenance activity

4 Understand how to safely maintain communication-electronic equipment ensuring all legal, regulations standards, codes of practice, technical specifications are met.

4.1 Demonstrate safely completing working activities of maintaining a range of communication-electronic equipment ensuring that all technical specifications, regulation standards, company procedures are met at all times




5 Know how to complete all required documentation/maintenance records related to the maintenance of communication-electronic equipment and pass onto the appropriate person

5.1 Demonstrate the completion of all required documentation related to the work activities in the maintenance of communication-electronic ensuring the documents are legible and pass it on to the appropriate person


• job cards • maintenance log or report • permit to work/formal risk assessment • specific company documentation • electronic records

Level 2 Unit – Carry out Scheduled Maintenance on Traction and Rolling Stock Fluid Power Equipment (Optional)

Unit aim This unit introduces and guides learners to the competences required to carry out scheduled maintenance activities on traction and rolling stock fluid power equipment, in accordance with approved procedures. Learners will be required to carry out maintenance on pneumatic, hydraulic or vacuum equipment, which will include equipment and components such as pumps, cylinders, valves, actuators, compressors, pipework and hoses, switches and sensors, in order to minimise down time, and to ensure that the equipment performs at optimal levels and functions to specification. The term traction and rolling stock mentioned applies to passenger, freight and on-track machinery. Where it is relevant these standards also apply to traction and rolling stock that has been fitted with the European Train Control System. Unit introduction This unit will help learners to develop an understanding of how to comply with organisational policy and procedures for the scheduled maintenance activities undertaken, and to report any problems with these activities, or with the tools and equipment used, that cannot personally resolved, or are outside your permitted authority, to the relevant people. Learners must ensure that all the tools, equipment and materials used in the maintenance activities are removed from the work area on completion of the activities, and that all necessary job/activity documentation is completed accurately and legibly, be expected to work to instructions, or in conjunction with others, taking personal responsibility for own actions, and for the quality and accuracy of the work that carried out. Assessment To achieve this unit, the learner needs to demonstrate that they can meet all the learning outcomes for the unit. The assessment criteria determine the standard required to achieve the unit through a variety of assessment methods appropriate to the delivery environment. All assessment criteria in this unit should be undertaken and met in line with the current rail standards rule book.


Title

Carry Out Scheduled Maintenance on Traction and Rolling Stock Fluid Power



times, complying with health and safety and other relevant regulations, directives and guidelines to relevant fluid power maintenance schedules whilst carrying related work activities

1.1 Demonstrate carrying out scheduled work activities maintenance on traction and rolling stock fluid power equipment following all legal, regulation standards, company procedures at all times

This will be observed, assessed and recorded Must include all from below:




• adhere to company specific contamination and control procedures at all times





• dispose of waste items in a safe and environmentally acceptable manner

• leave the work area in a safe and tidy condition 2 Know how to carry out the

scheduled fluid power maintenance activities within the limits of your personal authority within the specified sequence and in an agreed time scale

2.1 Demonstrate safely carrying out scheduled maintenance activities on types of fluid power equipment meeting manufactures guidelines and following company procedures at all times.

This will be observed, assessed and recorded To include at least one from:

• pneumatic equipment • hydraulic equipment • vacuum equipment

2.2 Demonstrate safely carrying out scheduled maintenance activities on additional types of fluid power equipment meeting industry, manufactures guidelines and following company procedures at all times.

This will be observed, assessed and recorded Must include at least four from:

• pumps • compressors • pipework and hoses/tubing • storage devices such as reservoirs, receivers,

accumulators • control devices such as valves, sensors, switches • power devices such as cylinders, actuators, motors • supply devices such as gauges, filters, dryers,

regulators • other specific system components

3 Know how to carry out the scheduled fluid power maintenance activities within the limits of personal authority to additional identified equipment within the specified sequence and in an agreed time scale

3.1 Demonstrate safely completing work activities in carrying out the scheduled fluid power maintenance activities within the limits of own personal authority to additional equipment meeting industry, manufactures guidelines and following company procedures at all times

This will be observed, assessed and recorded Must include at least ten from the following:

• removing excessive dirt and grime • making sensory checks such as sight, sound, smell,

touch • draining down water traps • checking equipment for leaks

• replacing ‘lifed’ consumables such as gaskets/seals, filters, hoses

• monitoring the condition/deterioration of components such as actuators, mechanical control devices, pipework, hoses

• checking that any safety equipment or controls are operating correctly such as switches and sensors

• checking the operation of instrumentation such as gauges and indicators


• making adjustments to components and connections


• correct fitting of locking devices • replenishing items such as oils, greases or other

fluids • reviewing and checking the equipment operation

and performance • recording the results of the scheduled maintenance


that require immediate attention such as replacing non-‘lifed’ components

• other specific maintenance activity 4 Know how to safely maintain on

traction and rolling stock fluid power equipment ensuring all legal, regulations standards, codes of practice, technical specifications are met.

4.1 Demonstrate safely completing working activities of maintenance on traction and rolling stock fluid power equipment ensuring that all technical specifications, regulation standards, company procedures are met at all times.


• organisational guidelines and codes of practice • equipment manufacturer’s operation range • BS, ISO and/or BSEN standards • company standard operating procedures documents

such as technical procedures, vehicle maintenance

instructions, vehicle overhaul instructions, workshop overhaul standards specifications

5 Understand how to complete all required documentation/maintenance records related to the maintenance on traction and rolling stock fluid power equipment and pass onto the appropriate person

5.1 Demonstrate the completion of all required documentation related to the work activities in the maintenance on traction and rolling stock fluid power equipment ensuring the documents are legible and pass it on to the appropriate person


• job cards • specific company documentation • permit to work/formal risk assessment • maintenance log or report • electronic records

etcal level 2 diploma in rail engineering (competence) …€¦ · assessment guide ; assessment...

Documents