Hand over and confirm completion of traction and rolling stock maintenance activities
Overview
This standard identifies the competencies you need to hand over traction and rolling stock that has been repaired, or on which some form of maintenance activity has taken place, and to confirm that it is now ready to return to service. Following the maintenance activity, you will be required to, either set up the equipment and hand it over to another person to complete the required start-up procedures or complete the run-up operation yourself, ensuring that the equipment is ready for
operation before handover. This will involve checking that all the required equipment and safety devices are operable and correctly set and/or calibrated and that the equipment functions safely and correctly to the required specification. The term traction and rolling stock used in this standard applies to passenger, freight and on-track machines (OTM).
Where it is relevant these standards also apply to traction and rolling stock that has been fitted with the European Train Control System (ETCS).
On handing over the equipment, you will be expected to highlight any new, current or changed operating features of the equipment, and to inform the appropriate person of any future maintenance requirements. You must also ensure that you receive confirmation that everyone involved in the handover accepts that the maintained equipment is in a satisfactory condition to return to service.
Your responsibilities will require you to comply with organisational policy and procedures for the handover activities undertaken and to report any problems with the handing over procedure that you cannot personally resolve, or that are outside your permitted authority, to the relevant people. You will be expected to work with minimal supervision, taking personal responsibility for your own actions, and for the quality and accuracy of the work that you carry out.
Your underpinning knowledge will provide a good understanding of your work and will provide an informed approach to applying maintenance handover procedures. You will understand the equipment being handed over, and its application, and will know about the operating procedures and potential problems, in adequate depth to provide a sound basis for carrying out the activities safely and correctly.
You will understand the safety precautions required when carrying out maintenance activities, especially those for isolating the equipment. You will be required to demonstrate safe working practices throughout and will understand your responsibility for taking the necessary safeguards to protect yourself and others in the workplace.
Performance criteria
You must be able to:
P1 maintain safe working practices and comply with all relevant health and safety regulations, directives, and guidelines
P2 confirm that everyone involved accepts the traction and rolling stock is in a satisfactory condition for handover to take place
P3 identify any unusual features of the condition of the traction and rolling stock
P4 carry out the handover and obtain agreement between everyone involved on the precise moment of transfer of responsibility
P5 address problems within your control and report unresolved issues
P6 complete the relevant records/documents of the handover
Knowledge and Understanding
You need to know and understand:
K1 the relevant health and safety regulations, directives, guidelines, and safe working practices and procedures defined by your organisation, as appropriate to the activity and your working area
K2 the isolation and lock-off procedure or permit-to-work procedure that applies to the equipment being maintained
K3 the specific health and safety precautions to be applied during the handover procedure, and their effects on others
K4 the importance of wearing protective clothing and other appropriate safety equipment (PPE) whilst operating/using the equipment during the handover operations and where it may be obtained
K5 the checking process to be followed before handing over the equipment (such as are the safety and quality systems operable, does the equipment function to specification)
K6 the appropriate handover procedure, depending on the maintenance activity carried out (repair, modification, preventative maintenance, scheduled servicing)
K7 the procedure for involving the appropriate people when operating/using the equipment
K8 the need to highlight, where appropriate, any new, current or changed operating features of the maintained or installed equipment
K9 the importance of informing the appropriate person of any future maintenance requirements
K10 the need to confirm that the other person understands how to use/operate the equipment before handing the equipment over to them
K11 the need to ensure that the person you are handing over the equipment to accepts that it is in a satisfactory condition
K12 the organisational documentation procedures to be used with regard to the handover
K13 how to create and maintain effective working relationships with appropriate people (such as encouraging, helping, politeness, open discussions both ways)
K14 the problems that can occur during handover, and how they can be overcome
K15 the extent of your own authority and to whom you should report if you have problems that you cannot resolved
Scope/range
Scope Performance
Types of checks, carried out to confirm that the equipment is ready for service, could include checking to verify that:
- the maintenance activity has been completed and the equipment functions to specification
- all safety systems or features are functioning to specification
- any waste materials, safety barriers and warning signs have been removed (where appropriate)
- any auxiliary systems or equipment involved are connected and operable
- any environmental controls are operable (where appropriate)
- others involved in using the equipment are aware that the equipment is about to be operated/used
- final security checks have been completed, such as ensuring that all doors, hatches, covers, and locking catches are replaced and secured
Types of equipment used to carry out correct hand over procedures could include:
- mechanical equipment
- electrical equipment
- electronic-communication equipment
- fluid power equipment
- process control/instrumentation and control equipment
- environmental control equipment
- other specific equipment
Tasks carried out during the hand over procedures will include:
- operate/use the maintained equipment through a complete cycle in the presence of the appropriate person
- confirm that the other person accepts that the equipment functions to specification
- highlight to the appropriate person any modifications that would result in unusual features in the operating procedure
- inform the appropriate person of any future maintenance activities that may be required
- obtain agreement from the other person that they now accept responsibility for the equipment to be returned to service
- complete any necessary handover documentation
- confirm the other person knows how and who to contact for future maintenance requirements
Hand over procedures may be carried out with the following people:
- driver
- maintenance supervisor
- team leader
- other specific person
Types of maintenance activities could include:
- breakdown
- scheduled servicing
- preventative maintenance activity
- modification to equipment
Types of paperwork/records that need to be completed and passed to the appropriate people could include:
- job card
- company-specific documentation
- maintenance log or report
- other specific handover records