TLIB4077A - Inspect and prepare a heritage steam locomotive
Assessor Resource
TLIB4077A Inspect and prepare a heritage steam locomotive
Assessment tool
Version 1.0 Issue Date: May 2024
Persons achieving competence in this unit will need to fulfil the 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 apply to the operation of heritage railway systems.
Work is performed under minimal supervision, generally within a team environment. It involves the application of routine operational principles and procedures to inspect, prepare and position a steam locomotive as part of workplace activities across a variety of operational contexts in the Australian heritage rail system.
This unit involves the skills and knowledge required to inspect and prepare a heritage steam locomotive with relevant workplace practices, rail regulations and codes of practice. It includes the checking and preparation of a heritage steam locomotive, visually examining the locomotive, conducting in-cab checks, and moving and positioning the locomotive for service in accordance with workplace requirements. This unit replaces part of the previous unit TDTC1401A Prepare, operate, monitor and stable steam locomotive. Licensing, legislative, regulatory or certification requirements are applicable to this unit.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
Prerequisites
Not Applicable
Employability Skills
This unit contains employability skills.
Evidence Required
List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.
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
Submission Requirements
List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here
Assessment task 1: [title] Due date:
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Assessment Tasks
Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.
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
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
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.
Observation Checklist
Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice
Yes
No
Comments/feedback
Roster is checked and interpreted for day's train driving activities
Allocation of locomotives is checked as per notices and in conjunction with train controllers and roster clerk
Locomotive to be inspected and prepared is located in the yard
Pre-light-up procedures applicable to the type of fire box are identified and followed to enable safe boiler operation
Light-up procedures and safety practices are followed to build up steam within the boiler and to ensure 'smoking' is minimised
Instruments and equipment are monitored to ensure safe and efficient operation as steam pressure is raised to operating level
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
Allocation of locomotives is checked as per notices and in conjunction with train controllers and roster clerk
Trackside safety and basic electrification awareness procedures are followed while locating the allocated locomotive in the yard
Locomotive inspection and preparation duties are identified and interpreted
Train schedules and notices and other operational and regulatory documentation is accessed and interpreted
Communication equipment required for the day's operations is obtained and checked to ensure that it is functional
Required personal protective equipment is obtained for use during the day's train driving activities
Locomotive to be inspected and prepared is located in the yard
Features, functions and location of locomotive and associated equipment are identified
Log book is checked to confirm serviceability of locomotive
Preparation and safety checks are conducted, in accordance with OH&S and other workplace policies and procedures
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
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
Relevant OH&S and regulatory requirements are followed
Locomotive is checked in correct sequence and all equipment is confirmed operating to optimum requirements
Cab layout is checked and confirmed to meet operating requirements
Pre-departure mechanical checks are correctly performed and correct functioning of all equipment is confirmed as per workplace procedures and operating requirements
Operational controls and indicators are checked to ensure they are functioning correctly and appropriate action is taken if they are not working correctly
Communication equipment is checked to ensure that it is functioning correctly and appropriate action is taken if it is not working correctly
Auxiliary equipment is checked and is confirmed to be operational in accordance with operating requirements
Fire extinguisher, safety equipment, emergency toolbox and any other required equipment are checked to confirm they are in position and meet operational requirements
Pre-departure checks are carried out to ensure locomotive is braking and powering effectively and is safe to move
All required documentation concerning the inspection, preparation and start up of the locomotive is completed in accordance with workplace procedures and regulatory requirements
Log book and other service records on the locomotive are completed in accordance with workplace procedures and regulatory requirements
Authority to move and position locomotive is obtained and relevant personnel are advised of intention and procedures
Locomotive is operated in accordance with standard procedures and regulatory requirements and within operating and operational constraints
Locomotive is positioned in accordance with operational requirements and directions
Locomotive performance is monitored during operation in order to confirm effective operation or to identify defects
Equipment defects are identified, rectified and recorded or relevant personnel are advised for assistance
Relevant OH&S and regulatory requirements are followed to ensure safety and to prevent injury and damage
Train controller and other relevant personnel are advised that the locomotive is secured in the required position and is ready for service
Forms
Assessment Cover Sheet
TLIB4077A - Inspect and prepare a heritage steam locomotive
Assessment task 1: [title]
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Result: Competent Not yet competent
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Assessment Record Sheet
TLIB4077A - Inspect and prepare a heritage steam locomotive
Student name:
Student ID:
Assessment task 1: [title] Result: Competent Not yet competent
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Feedback to student:
Overall assessment result: Competent Not yet competent