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Evidence Guide: TLIB4077A - Inspect and prepare a heritage steam locomotive

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

TLIB4077A - Inspect and prepare a heritage steam locomotive

What evidence can you provide to prove your understanding of each of the following citeria?

Light fire and raise steam

  1. Roster is checked and interpreted for day's train driving activities
  2. Allocation of locomotives is checked as per notices and in conjunction with train controllers and roster clerk
  3. Locomotive to be inspected and prepared is located in the yard
  4. Pre-light-up procedures applicable to the type of fire box are identified and followed to enable safe boiler operation
  5. Light-up procedures and safety practices are followed to build up steam within the boiler and to ensure 'smoking' is minimised
  6. Instruments and equipment are monitored to ensure safe and efficient operation as steam pressure is raised to operating level
  7. Where a problem is indicated, action is taken to determine the cause and to rectify or report the situation
Roster is checked and interpreted for day's train driving activities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Allocation of locomotives is checked as per notices and in conjunction with train controllers and roster clerk

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Locomotive to be inspected and prepared is located in the yard

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Pre-light-up procedures applicable to the type of fire box are identified and followed to enable safe boiler operation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Light-up procedures and safety practices are followed to build up steam within the boiler and to ensure 'smoking' is minimised

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Instruments and equipment are monitored to ensure safe and efficient operation as steam pressure is raised to operating level

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Where a problem is indicated, action is taken to determine the cause and to rectify or report the situation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare for steam locomotive work activities

  1. Roster is checked and interpreted for day's train driving activities
  2. Allocation of locomotives is checked as per notices and in conjunction with train controllers and roster clerk
  3. Trackside safety and basic electrification awareness procedures are followed while locating the allocated locomotive in the yard
  4. Locomotive inspection and preparation duties are identified and interpreted
  5. Train schedules and notices and other operational and regulatory documentation is accessed and interpreted
  6. Communication equipment required for the day's operations is obtained and checked to ensure that it is functional
  7. Required personal protective equipment is obtained for use during the day's train driving activities
  8. Locomotive to be inspected and prepared is located in the yard
Roster is checked and interpreted for day's train driving activities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Allocation of locomotives is checked as per notices and in conjunction with train controllers and roster clerk

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Trackside safety and basic electrification awareness procedures are followed while locating the allocated locomotive in the yard

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Locomotive inspection and preparation duties are identified and interpreted

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Train schedules and notices and other operational and regulatory documentation is accessed and interpreted

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communication equipment required for the day's operations is obtained and checked to ensure that it is functional

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Required personal protective equipment is obtained for use during the day's train driving activities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Locomotive to be inspected and prepared is located in the yard

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Inspect and prepare locomotive

  1. Features, functions and location of locomotive and associated equipment are identified
  2. Log book is checked to confirm serviceability of locomotive
  3. Preparation and safety checks are conducted, in accordance with OH&S and other workplace policies and procedures
  4. Locomotive, kit and equipment are checked and defects and deficiencies are recorded and rectified, isolated, tagged (where applicable) or reported as per workplace procedures and regulatory requirements
  5. Availability of appropriate fuel, lubricating oils, water and sand quantities (where applicable) are checked against journey requirements and appropriate action is taken to replenish them if required
  6. Relevant OH&S and regulatory requirements are followed
Features, functions and location of locomotive and associated equipment are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Log book is checked to confirm serviceability of locomotive

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Preparation and safety checks are conducted, in accordance with OH&S and other workplace policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Locomotive, kit and equipment are checked and defects and deficiencies are recorded and rectified, isolated, tagged (where applicable) or reported as per workplace procedures and regulatory requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Availability of appropriate fuel, lubricating oils, water and sand quantities (where applicable) are checked against journey requirements and appropriate action is taken to replenish them if required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Relevant OH&S and regulatory requirements are followed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct in-cab checks

  1. Locomotive is checked in correct sequence and all equipment is confirmed operating to optimum requirements
  2. Cab layout is checked and confirmed to meet operating requirements
  3. Pre-departure mechanical checks are correctly performed and correct functioning of all equipment is confirmed as per workplace procedures and operating requirements
  4. Operational controls and indicators are checked to ensure they are functioning correctly and appropriate action is taken if they are not working correctly
  5. Communication equipment is checked to ensure that it is functioning correctly and appropriate action is taken if it is not working correctly
  6. Auxiliary equipment is checked and is confirmed to be operational in accordance with operating requirements
  7. Fire extinguisher, safety equipment, emergency toolbox and any other required equipment are checked to confirm they are in position and meet operational requirements
  8. Pre-departure checks are carried out to ensure locomotive is braking and powering effectively and is safe to move
Locomotive is checked in correct sequence and all equipment is confirmed operating to optimum requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Cab layout is checked and confirmed to meet operating requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Pre-departure mechanical checks are correctly performed and correct functioning of all equipment is confirmed as per workplace procedures and operating requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Operational controls and indicators are checked to ensure they are functioning correctly and appropriate action is taken if they are not working correctly

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communication equipment is checked to ensure that it is functioning correctly and appropriate action is taken if it is not working correctly

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Auxiliary equipment is checked and is confirmed to be operational in accordance with operating requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Fire extinguisher, safety equipment, emergency toolbox and any other required equipment are checked to confirm they are in position and meet operational requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Pre-departure checks are carried out to ensure locomotive is braking and powering effectively and is safe to move

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete documentation

  1. All required documentation concerning the inspection, preparation and start up of the locomotive is completed in accordance with workplace procedures and regulatory requirements
  2. Log book and other service records on the locomotive are completed in accordance with workplace procedures and regulatory requirements
All required documentation concerning the inspection, preparation and start up of the locomotive is completed in accordance with workplace procedures and regulatory requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Log book and other service records on the locomotive are completed in accordance with workplace procedures and regulatory requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Position motive power unit

  1. Authority to move and position locomotive is obtained and relevant personnel are advised of intention and procedures
  2. Locomotive is operated in accordance with standard procedures and regulatory requirements and within operating and operational constraints
  3. Locomotive is positioned in accordance with operational requirements and directions
  4. Locomotive performance is monitored during operation in order to confirm effective operation or to identify defects
  5. Equipment defects are identified, rectified and recorded or relevant personnel are advised for assistance
  6. Relevant OH&S and regulatory requirements are followed to ensure safety and to prevent injury and damage
  7. Train controller and other relevant personnel are advised that the locomotive is secured in the required position and is ready for service
Authority to move and position locomotive is obtained and relevant personnel are advised of intention and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Locomotive is operated in accordance with standard procedures and regulatory requirements and within operating and operational constraints

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Locomotive is positioned in accordance with operational requirements and directions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Locomotive performance is monitored during operation in order to confirm effective operation or to identify defects

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Equipment defects are identified, rectified and recorded or relevant personnel are advised for assistance

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Relevant OH&S and regulatory requirements are followed to ensure safety and to prevent injury and damage

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Train controller and other relevant personnel are advised that the locomotive is secured in the required position and is ready for service

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:

the underpinning knowledge and skills

relevant legislation and workplace procedures

other relevant aspects of the range statement

Context of and specific resources for assessment

Performance is demonstrated consistently over a period of time and in a suitable range of contexts

Resources for assessment include:

a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or

access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments, access is required to:

relevant and appropriate materials and equipment, and

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

Method of assessment

Assessment of this unit must be undertaken by a registered training organisation

As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests

Practical assessment must occur:

through activities in an appropriately simulated environment at the registered training organisation, and/or

in an appropriate range of situations in the workplace

Required Skills and Knowledge

REQUIRED KNOWLEDGE AND SKILLS

This describes the essential knowledge and skills and their level required for this unit.

Required knowledge:

Applicable legislated rail safety requirements including acts and regulations from each state and territory together with any nationally approved compliance codes and/or guidelines and local rail regulations and codes of practice as they relate to heritage railway operations

Relevant OH&S and environmental procedures and regulations

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

Inspection procedures for a heritage steam locomotive

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

Procedures for lighting fire and raising steam on heritage steam locomotives

Operating procedures for locomotives

Braking and safety system procedures for steam locomotives

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

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

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

Procedures for starting and operating auxiliary systems on a locomotive

Procedures for checking fuel and fluid levels and carrying out lubrication processes on a locomotive

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

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

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

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

Typical defects that can occur on a steam locomotive and related action that should be taken

Requirements for completing relevant documentation when inspecting and preparing a steam locomotive

Procedures to be followed in the event of an emergency

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

Communication equipment checks and operating procedures

Lubrication requirements for a heritage steam locomotive

Cleaning requirements for a heritage steam locomotive

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

Fuel capacity and range (where applicable)

Local procedures and operating requirements

Procedures for operating communications equipment with required protocol

Required skills:

Communicate effectively with others when inspecting and preparing a heritage steam locomotive

Operate electronic communication equipment to required protocol

Read and interpret instructions, procedures and information and signs relevant to the visual inspection, preparation and positioning of a heritage steam locomotive

Document outcomes of visual inspection of a heritage steam locomotive

Complete documentation related to the preparation and positioning of a steam locomotive

Work collaboratively with others as part of a train crew

Interpret and follow instructions and prioritise work

Identify and assess steam locomotive defects and deficiencies and take appropriate action to report, isolate, repair or replace any identified defective equipment as per workplace procedures

Implement contingency plans for unplanned events

Modify activities depending on differing operational contingencies, risk situations and environments

Adapt to differences in steam locomotives and associated equipment and procedures

Monitor and anticipate operational problems and hazards and take appropriate action

Check and replenish fluids and carry out lubrication requirements on a steam locomotive

Conduct an inspection of a steam locomotives and associated equipment

Prepare a steam locomotive prior to service

Light fire and raise steam on a steam locomotive

Position a steam locomotive in readiness for service

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance.

Operations may be conducted:

by day or night

in all relevant weather conditions

Heritage steam locomotives may include:

any heritage steam locomotives in service within Australia

Equipment on a heritage steam locomotive may include:

steam locomotive instrumentation (gauges)

feed water controls

boiler controls and safety devices

braking systems

driving and other operational controls

communication systems

warning equipment

ancillary systems

vigilance systems

traction systems

head and marker lights

Communications equipment may include :

portable and fixed two way radio

mobile phone

Inspection of a heritage steam locomotive may include:

lights

hoses

couplings

brake equipment

wheels

seals

sand and fuel

glass windows and doors

audible faults (e.g. hiss of escaping air or steam)

visible faults (e.g. oil leaks, tears and cracks)

Pre-operational checks will include:

brake checks

driver's safety control test

functionality checks of supervisory controls and indicators

check of communication equipment (depending on type of locomotive, this may include radio, passenger emergency systems, etc.)

radio communication check with train controller

windows and blinds

fire extinguishers

emergency toolbox

Auxiliary equipment may include:

steam regulator

cab sprinkler

gauges

generator

sandboxes

whistle

steam turbine generator

all ancillary valves

hand brake

injectors

lubricators

gauge glasses

blower

damper

cylinder cocks

mechanical stoker

oil burning apparatus

Risk minimisation may require differentiating between faults, defects and deficiencies that:

do not present a hazard and could be attended to under running maintenance or in a normal maintenance schedule

present a potential hazard and need to be attended to under running maintenance or at the next most practical opportunity

present an immediate hazard and require immediate attention

Relevant personnel may include:

train crew

train controllers and signallers

rostering supervisors and staff

other train drivers and crews

depot coordinators

yard masters, supervisors and other operational personnel

service delivery supervisors

station yard staff

maintenance and cleaning personnel

immediate internal or external customers

Action taken upon the identification of faults, defects or deficiencies may include:

reporting the problem and carrying out repairs (depending on the level and extent of work required), or isolating and tagging the faulty equipment and advising appropriate personnel of the fault and need for repair or replacement

Depending on the organisation concerned workplace procedures may be called:

standard operating procedures

company procedures

enterprise procedures

organisational procedures

established procedures

Safety and personal protective equipment may include:

gloves

sunscreen and sunglasses

safety glasses

insect repellent

safety headwear and footwear

two-way radios

hand lamps

flags

safety devices

audible indicators

breathing equipment

fire extinguishers

high visibility clothing

hearing protection

Positioning of steam locomotive may involve:

operation of manual points

operation of turntable

coupling/uncoupling to other rolling stock

Information and documents may include:

applicable legislated rail safety requirements including acts and regulations from each state and territory together with any nationally approved compliance codes and/or guidelines

steam locomotive operational records and user log books

maintenance notices, records and requests

preparation sheets certificates and service dockets

train running sheets

time sheets

roadworthy certificate

operational instructions, policies and procedures, including: those related to preventing steam locomotives from moving; track speed, length and load limitations; monitoring and complying with signals; and procedures for operating in accordance with specific track conditions

documented details of the train including length and weight

emergency procedures manual

Applicable legislation, regulations and codes may include:

applicable legislated rail safety requirements including acts and regulations from each state and territory together with any nationally approved compliance codes and/or guidelines

relevant Australian Standards and related requirements

relevant state/territory OH&S legislation

relevant state/territory environmental protection legislation