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Elements and Performance Criteria

  1. Light fire and raise steam
  2. Roster is checked and interpreted for day’s train driving activities
  3. Allocation of locomotives is checked in accordance with notices and in conjunction with network control officer and roster clerk
  4. Locomotive to be inspected and prepared is located in the yard
  5. Pre-light-up procedures applicable to the type of fire box are identified and followed to enable safe boiler operation
  6. Light-up procedures and safety practices are followed to build up steam within the boiler and to ensure 'smoking' is minimised
  7. Instruments and equipment are monitored to ensure safe and efficient operation as steam pressure is raised to operating level
  8. Where a problem is indicated, action is taken to determine the cause and to rectify or report the situation
  9. Prepare for heritage steam locomotive work activities
  10. Allocation of locomotives is checked as identified by notices and in conjunction with network control officer and roster clerk
  11. Hazards are identified, risks are assessed and risk control measures are implemented
  12. Trackside safety and basic electrification awareness procedures are followed while locating allocated locomotive in the yard
  13. Locomotive inspection and preparation duties are identified and interpreted
  14. Train schedules, notices and other operational and regulatory documentation are accessed and interpreted
  15. Communications equipment required for day’s operations is obtained and checked to ensure it is functional
  16. Required personal protective equipment is obtained for use prior to day’s train driving activities
  17. Inspect and prepare heritage steam locomotive
  18. Features, functions and location of locomotive and associated equipment are identified
  19. Logbook is checked to confirm serviceability of locomotive
  20. Preparation and safety checks are conducted, in accordance with work health and safety (WHS)/occupational health and safety (OHS) and other workplace policies and procedures
  21. Locomotive, kit and equipment are checked and defects and deficiencies are recorded and rectified, isolated, tagged or reported in accordance with workplace procedures and regulatory requirements
  22. Availability of appropriate fuel, lubricating oils, water and sand quantities are checked against journey requirements and appropriate action is taken to replenish them as required
  23. Relevant WHS/OHS and regulatory requirements are followed
  24. Conduct in-cab checks
  25. Locomotive is checked in correct sequence and all equipment is confirmed to be operating to optimum requirements
  26. Cab layout is checked and confirmed that it meets operating requirements
  27. Pre-departure mechanical checks are correctly performed and correct functioning of equipment is confirmed in accordance with workplace procedures and operating requirements
  28. Operational controls and indicators are checked to ensure they are functioning correctly and appropriate action is taken if they are not working correctly
  29. Communications equipment is checked to ensure it is functioning correctly and appropriate action is taken if it is not working correctly
  30. Auxiliary equipment is checked and is confirmed to be operational in accordance with operating requirements
  31. Fire extinguisher, safety equipment, emergency toolbox and any other required equipment are checked to confirm they are in position and meet operational requirements
  32. Pre-departure checks are carried out to ensure locomotive is braking and powering effectively and is safe to move
  33. Complete documentation
  34. Required documentation concerning inspecting, preparing and starting up locomotive is completed in accordance with workplace procedures and regulatory requirements
  35. Logbook and other service records on the locomotive are completed in accordance with workplace procedures and regulatory requirements
  36. Position heritage steam locomotive
  37. Authority to move and position locomotive is obtained and relevant personnel are advised of intention and procedures
  38. Locomotive is operated in accordance with standard procedures and regulatory requirements, within operating and operational constraints
  39. Locomotive is positioned in accordance with operational requirements and directions
  40. Locomotive performance is monitored during operation to confirm effective operation or to identify defects
  41. Equipment defects are identified, rectified and recorded or relevant personnel are advised for assistance
  42. Relevant WHS/OHS and regulatory requirements are followed to ensure safety and to prevent injury and damage
  43. Network control officer and other relevant personnel are advised that locomotive is secured in the required position and is ready for service

Performance Evidence

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

adapting to differences in heritage steam locomotives and associated equipment and procedures

checking and replenishing fluids and carrying out lubrication requirements on a heritage steam locomotive

conducting an inspection and pre-operational check of a heritage steam locomotive and associated equipment

identifying and assessing heritage steam locomotive defects and deficiencies and taking appropriate action to report, isolate, repair or replace identified defective equipment in accordance with workplace procedures

identifying job hazards and taking required action to minimise, control or eliminate identified hazards

implementing contingency plans

interpreting and following instructions and prioritising work

modifying activities depending on operational contingencies, risk situations and environments

monitoring and anticipating operational problems and hazards and taking appropriate action

operating electronic communications equipment to required protocol

positioning a heritage steam locomotive in readiness for service

preparing a heritage steam locomotive prior to service

reading and interpreting relevant instructions, procedures and information and signs.


Knowledge Evidence

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and include knowledge of:

applicable state/territory legislated rail safety requirements, relevant codes of practice and/or guidelines

braking and safety system procedures for a heritage steam locomotive

cleaning requirements for a heritage steam locomotive

communications equipment checks and operating procedures

emergency procedures

external features of a heritage steam locomotive that must be checked during a pre-operational visual inspection

fuel capacity and range (where applicable)

functions of all supervisory indicators and controls and related checks for correct operation

functions of auxiliary systems on a heritage steam locomotive and related checks for correct operation

in-cab pre-operational checks for a heritage steam locomotive

inspection procedures for a heritage steam locomotive

local procedures and operating requirements

locomotive controls, instruments and indicators and their purpose, location and use

lubrication requirements for a heritage steam locomotive

operating controls to start, accelerate, decelerate and stop a heritage steam locomotive

operating procedures for a heritage steam locomotive

principles, purpose and location of controls, monitoring devices, braking, power source and traction systems

procedures for adjusting controls to optimise the operation of a heritage steam locomotive

procedures for checking fuel and fluid levels and carrying out lubrication processes on a heritage steam locomotive

procedures for identifying equipment defects, assessing and reporting for appropriate action

procedures for lighting fire and raising steam on a heritage steam locomotive

procedures for managing and controlling hazardous situations when preparing and firing up a heritage steam locomotive

procedures for minor maintenance including cleaning, brake shoe/pad replacement and sand box requirements

procedures for operating communications equipment in accordance with required protocol

procedures for starting and operating auxiliary systems on a heritage steam locomotive

relevant safety, work health and safety (WHS)/occupational health and safety (OHS), and environmental procedures and regulations

requirements for completing relevant documentation when inspecting and preparing a heritage steam locomotive

typical defects that can occur on a heritage steam locomotive and related action that should be taken.