Transport for London

London Underground

London Underground
Safety training information

Effective April 2015

Issue 8.0

MAYOR OF LONDON
Contents
Introduction 3
Important information for track courses 4
Basic Track Awareness 5
London Underground Individual Working Alone 6
Depot Track Access 7
Current Rail Indicator Device 8
Track Trolley Controller 9
Fire Watchperson 10
Protecting Workers on the Track Traffic Hours 11
Protecting Workers on the Track Depots 13
Protecting Workers on the Track Engineering Hours
(Full Course) 15
Protecting Workers on the Track Engineering Hours
(Conversion Course) 17
Securing points module 21
Nightly Engineering Protection Arrangements (NEPA) 22
Protecting Workers on the Track Train Movements 23
Protecting Workers on the Track Possession Worksites 24
Possession Controller 25
Depot Possession Controller 26
Test Track Controller 27
Lift and Escalators General (Days) 28
Lift and Escalator General (Nights) 30
Lift and Escalators Engineering 32
General information 34
 Introduction

Introduction
The London Underground (LU) safety training unit delivers fire and track
training to Category 1 Standards. We also deliver Lift and Escalator Machine
Room Awareness. We deliver to both LU staff and suppliers.

3
 Important information for track courses

Important information for track courses

Medical forms
• All track courses require delegates to bring the medical and
competence declaration form TSW029.
• Medicals must be carried out by an approved medical company.

Track walks
• The majority of track courses involve a track walk.
• For all track walks delegates must have safety boots and a hi-vi vest as
a minimum, and must make sure that their arms and legs are covered.
• Where delegates have an existing track certificate endorsed to the level
of the course they are attending they may not be required to complete
the track walk. This is at the discretion of the trainer delivering the
course.

Before full protection duties can be performed, the delegate

must be assessed twice within six months of completing the
course to obtain a safety critical licence.
Failure to do this will require the delegate to attend the original
course again.
The courses affected are:
• Protecting Workers on the Track - Engineering Hours
• Protecting Workers on the Track - Traffic Hours
• Protecting Workers on the Track - Train Movements
• Protecting Workers on the Track - Possession Worksite
• Possession Master Running Line
• Possession Master Train Movements.

4
 Important information
Basic for
Track
track
Awareness
courses

Basic Track Awareness

This is the course upon which all other track courses depend. It enables a
person to work in the track environment in both Traffic Hours, Engineering
Hours, in depots or possessions with train movements and/or live traction
current, whilst under protection. Anyone intending to access track during
Traffic Hours, in an area where there are train movements, or an area with
live traction current must have this certification as a minimum.
Pre-requisites
• Delegates must bring the medical and competence declaration form
TSW029.
• A LUCAS/Sentinel card is required to enter a depot or station.
Duration
1 or 2 shifts depending on location.
Assessment
Written questions with a pass mark of 80%.
Delegates must bring:
• one passport sized photograph
• sturdy boots/shoes (not leather soled)
• medical and competence declaration form TSW029
• spectacles (if required)
• hi-visibility vest
• any previous certification.
It is advisable for the delegate to obtain and read the BTA learning
information booklet, available at:
https://skillstrainingtubelines.com/LearningMaterialsTL.aspx

Certification
Certificate is valid for two years.

5
 London Underground Individual Working Alone

London Underground Individual Working Alone

This level of certification enables an individual to work in the track
environment in Traffic Hours, depots, and stabling sidings with train
movements and live traction current, whilst providing their own protection.
The individual must comply with current legislation and LU rules.
Pre-requisites
• Safety on the track certificate endorsed with Basic Track Awareness, no
more than 14 days past its expiry date.
• Delegates must bring the medical and competence declaration form
TSW029.
• A LUCAS/Sentinel card is required to enter a depot or station.
Duration
2 shifts
Assessment
The LU-IWA written assessment is taken on day two of the course, with a
pass mark of 80%. There is an additional practical assessment for both the
running line and depot on day two, with a pass mark of 100%.
Delegates must bring:
• safety on the track certificate (see above)
• medical and competence declaration form TSW029
• spectacles (if required)
• hi-visibility vest
• sturdy boots/shoes (not leather soled).
Certification
Certificate is valid for two years.

On successful completion of the course the delegates Basic

Track Awareness, previously Track Accustomed and Depot
Track Accustomed, certification will be updated with the
LU-IWA expiry date.
6
 London Underground Individual
DepotWorking
Track Access
Alone

Depot Track Access

The Depot Track Access (DTA) course is for LU Fleet employees, rolling
stock, depot cleaning staff and depot security staff only, who are required
to access the depot track environment in the course of their duties. Valid
for depots and stabling sidings only with trains moving and live traction
current, whilst providing their own protection. The individual must comply
with current legislation.
Pre-requisites
• Delegates must bring the medical and competence declaration form
TSW029.
• A LUCAS/Sentinel card is required to enter a depot or station.
• Passport to Depot or Area A certification.
Duration
2 shifts
Assessment
Written assessment on day two of the course, with an 80% pass mark.
There is an additional practical assessment, with a pass mark of 100%.
Delegates must bring:
• any previous certification
• one passport sized photograph
• medical and competence declaration form TSW029
• sturdy boots/shoes (not leather soled)
• spectacles (if required)
• hi-visibility vest.
It is advisable for the delegate to obtain and read the DTA learning
information booklet, available at:
https://skillstrainingtubelines.com/LearningMaterialsTL.aspx

Certification
Certification is valid for two years.
7
 Current Rail Indicator Device

Current Rail Indicator Device

On completion of this module delegates should be able to check for
traction current using a:
• Current Rail Indicator Device (CRID)
• Permanent Current Rail Indicator Device (P-CRID).
Pre-requisites
• An in date safety on the track certificate endorsed for Basic Track
Awareness.
• Delegates must bring the medical and competence declaration form
TSW029.
• LUCAS/Sentinel card.
• Internal delegates may bring a staff pass or LUCAS/Sentinel card.
Duration
0.5 shift
Assessment
The CRID written assessment has a pass mark of 80%. There is an additional
practical assessment which has a pass mark of 100%.
Delegates must bring:
• one passport sized photograph
• safety on the track certification (see above)
• sturdy boots/shoes (not leather soled)
• medical and competence declaration form TSW029
• spectacles (if required)
• hi-visibility vest
• LUCAS/Sentinel card.
Certification
Certificate is valid for two years.

8
 Current
Track
RailTrolley
Indicator
Controller
Device

Track Trolley Controller

This training course provides an individual with the skills and knowledge to
safely operate a track trolley. This training includes type training for a:
• two part track trolley
• link track trolley
• Trackrat track trolley.
Pre-requisites
• An in date safety on the track certificate endorsed for Basic Track
Awareness.
• Delegates must bring the medical and competence declaration form
TSW029.
Duration
1 shift
Assessment
A combination of written questions with a pass mark of 80%. There is an
additional practical assessment with a pass mark of 100%.
Delegates must bring:
• safety on the track certificate (see above)
• one passport sized photograph
• sturdy boots/shoes (not leather soled)
• medical and competence declaration form TSW029
• spectacles (if required)
• hi-visibility vest.
It is advisable for the delegate to obtain and read the TTC learning
information booklet, available at:
https://skillstrainingtubelines.com/LearningMaterialsTL.aspx

Certification
Certificate is valid for two years.
9
 Fire Watchperson

Fire Watchperson
When hot work is carried out on LU premises, for safety reasons, a
certificated Fire Watchperson must be present.
Pre-Requisites
• LUCAS/Sentinel card.
Duration
1 shift
Assessment
Written questions with a pass mark of 80%.
Delegates must bring:
• one passport sized photograph.
Certification
Certificate is valid for two years.

10
 Protecting Workers on the Track
Fire Watchperson
Traffic Hours

Protecting Workers on the Track Traffic Hours

The Protecting Workers on the Track - Traffic Hours (PWT-TH) certification
is required for those managing worksites and providing protection during
Traffic Hours, depots and stabling sidings where traction current is live.

Securing Points, Short Circuiting Device, Lamps and

Detonators, Possession Markers and hand signals to pass a
train through a possession will be separate modules and will
not be covered on this course.

Pre-requisites
• A valid safety on the track certificate endorsed for LU Individual
Working Alone or Track Competent and Depot Track Competent, no
more than 14 days past its expiry date.
• LUCAS/Sentinel card.
• Internal delegates may bring a staff pass or LUCAS/Sentinel card.
• Delegates must bring the medical and competence declaration form
TSW029.
Duration
5 shifts
Assessment
Delegates will undertake both theory and practical assessments.
Delegates must bring:
• safety on the track certificate (see above)
• one passport sized photograph
• medical and competence declaration form TSW029
• sturdy boots/shoes (no leather soles)
• spectacles (of required)
• hi-visibility vest.

11
 Protecting Workers on the Track Traffic Hours

It is advisable for the delegate to obtain and read the PWT-TH learning
information booklet, available at:
https://skillstrainingtubelines.com/LearningMaterialsTL.aspx

Certification
Certificate is valid for two years.

There is no pre-course assessment for this course.

On successful completion of the course, the following
certification will be updated to coincide with the PWT-TH
expiry date.
• LU Individual Working Alone, previously Track Competent
and Depot Track Competent
• Basic Track Awareness, previously Track Accustomed and
Depot Track Accustomed, certification will be updated to
coincide with the PWT-TH expiry date.

12
 Protecting
Protecting
Workers
Workers
on theon
Track
the Track
TrafficDepots
Hours

Protecting Workers on the Track Depots

The Protecting Workers on the Track - Depots (PWT-D) certification is
required for those managing worksites and providing protection in depots
and stabling sidings where traction current is live.

Securing Points, Short Circuiting Device, Lamps and

Detonators, Possession Markers and hand signals to pass a
train through a possession will be separate modules and will
not be covered on this course.

Pre-requisites
• A valid safety on the track certificate endorsed for LU Individual
Working Alone or Depot Track Competent, no more than 14 days past
its expiry date.
• LUCAS/Sentinel card.
• Internal delegates may bring a staff pass or LUCAS/Sentinel card.
• Delegates must bring the medical and competence declaration form
TSW029.
Duration
2 shifts
Assessment
Delegates will undertake both theory and practical assessments.
Delegates must bring:
• safety on the track certificate (see above)
• one passport sized photograph
• medical and competence declaration form TSW029
• sturdy boots/shoes (not leather soled)
• spectacles (if required)
• hi-visibility vest.

13
 Protecting Workers on the Track Depots

It is advisable for the delegate to obtain and read the PWT-D learning
information booklet, available at:
https://skillstrainingtubelines.com/LearningMaterialsTL.aspx

Certification
Certificate is valid for two years.

There is no pre-course assessment for this course. On

successful completion of the course, the following certification
will be updated to coincide with the PWT-D expiry date.
• LU Individual Working Alone (J only), previously Depot
Track Competent
• Basic Track Awareness, previously Track Accustomed and
Depot Track Accustomed, certification will be updated to
coincide with the PWT-D expiry date.

14
 Protecting Protecting
Workers onWorkers
the Track
onEngineering
the Track Depots
Hours
(Full Course)

Protecting Workers on the Track Engineering

Hours (Full Course)
The Protecting Workers on the Track – Engineering Hours (PWT-EH)
certification is required for those managing worksites and providing
protection during Engineering Hours.

Securing Points, Short Circuiting Device, Lamps and

Detonators, Possession Markers and hand signals to pass a
train through a possession will be separate modules and will
not be covered on this course.

Pre-requisites
• A valid safety on the track certificate endorsed for Basic Track
Awareness, no more than 14 days past its expiry date.
• LUCAS/Sentinel card.
• Internal delegates may bring a staff pass or LUCAS/Sentinel card.
• Delegates must bring the medical and competence declaration form
TSW029.
Duration
4 shifts
Assessment
To obtain the PWT-EH certification the delegates must successfully
complete two assessments.
Consists of correctly completing two pre-prepared fictitious job exercises
utilising the NEPA documents and the Line Clear/Line Safe Logbook, with a
100% pass mark.
Consists of a written theory assessment paper with questions based on the
activities of safely managing a worksite and providing protection. The pass
mark is 80%.

15
 Protecting Workers on the Track Engineering Hours
(Full Course)

Delegates must bring:

• safety on the track certificate (see above)
• LUCAS/Sentinel card
• internal delegates may bring a staff pass or LUCAS/Sentinel card
• medical and competence declaration form TSW029
• one passport sized photograph
• spectacles (if required).
It is advisable for the delegate to obtain and read the PWT-EH learning
information booklet, available at:
https://skillstrainingtubelines.com/LearningMaterialsTL.aspx

Certification
Certificate is valid for two years.

There is no pre-course assessment. On successful completion

of the course the delegates Basic Track Awareness, previously
Track Accustomed and Depot Track Accustomed, certification
will be updated to coincide with the PWT-EH expiry date.

16
 Protecting Workers on the Track Engineering Hours
(Conversion
(Full Course)

Protecting Workers on the Track Engineering

Hours (Conversion Course)
This Protecting Workers on the Track - Engineering Hours (PWT-EH)
conversion course is for existing Site Person in Charge holders that want to
convert to Protection Master Engineering Hours Duties.
Pre-requisites:
• A valid safety on the track certificate endorsed for Basic Track
Awareness and Site Person in Charge.
• LUCAS/Sentinel card.
• Internal delegates may bring a staff pass or LUCAS/Sentinel card.
• Delegates must bring the medical and competence declaration form
TSW029.
Duration
2 shifts
Assessment
The assessment consists of a two part assessment:
Part A: Written theory assessment paper with a minimum pass mark of 80%
required.
Part B: Correctly completing two pre-prepared exercises, using the NEPA
documents.
Delegates must bring:
• Safety on the Track certificate and Site Person in Charge along with a
fire certificate (see above) or LUCAS/Sentinel card
• passport size photograph
• medical and competence declaration form TSW029
• national insurance number (suppliers only)
• sturdy footwear
• hi-visibility vest
17
 Protecting Workers on the Track Engineering Hours
(Conversion Course)

• spectacles (no contact lenses) if worn as there will be an eye test,

colour vision test and a mobility test.
It is advisable for the delegate to obtain and read the PWT-EH learning
information booklet, available at:
https://skillstrainingtubelines.com/LearningMaterialsTL.aspx

Certification
Certification is valid for the same period as the Site Person in Charge (6th
May 2015).

18
 Protecting Workers on the Track
Demarcation
Engineeringmodule
Hours
(Conversion Course)

Demarcation module
The demarcation module is designed for individuals who will be involved in
demarcation duties.
The aim of this module is to train individuals in the skills to use:
• CRID and P-CRID
• lamps and detonators
• possession marker boards
• point securing equipment
• Short Circuiting Device (SCD)
• hand signals to pass an engineer’s train through a possession.
Pre-requisites
• A valid safety on the track certificate endorsed for Basic Track
Awareness.
• LUCAS/Sentinel card.
• Internal delegates may bring a staff pass or LUCAS/Sentinel card.
• Delegates must bring the medical and competence declaration form
TSW029.
Duration
1 shift
Assessment
To successfully complete the course and obtain the certification the
delegates must correctly complete a practical assessment and achieve a
minimum of an 80% pass mark on a written theory assessment.
Delegates must bring:
• safety on the track certificate (see above)
• one passport sized photograph
• medical and competence declaration form TSW029
• sturdy boots/shoes (not leather soled)
19
 Securing points
Demarcation module
module

• spectacles (if required)

• hi-visibility vest, torch and hard hat.
Certification
Certificate is valid for two years.

20
 Securing points module

Securing points module

The securing points course is designed for individuals who are required to
secure and unsecure points in the course of their duties.
Pre-requisites
• A valid safety on the track certificate endorsed for Basic Track
Awareness.
• LUCAS/Sentinel card.
• Internal delegates may bring a staff pass or LUCAS/Sentinel card.
• Delegates must bring the medical and competence declaration form
TSW029.
Duration
½ shift

Assessment
To successfully complete the course and obtain certification delegates
must correctly complete a practical assessment and achieve a minimum of
an 80% pass mark on a written theory assessment.
Delegates must bring:
• safety on the track certificate (see above)
• one passport sized photograph
• medical and competence declaration form TSW029
• sturdy boots/shoes (not leather soled)
• spectacles (if required)
• hi-visibility vest, torch and hard hat.
Certification
Certificate is valid for two years.

21
 Nightly Engineering Protection Arrangements

Nightly Engineering Protection Arrangements

(NEPA)
This course is for existing Protection Master Engineering Hour’s holders to
enable them to use the NEPA and NEPA maps.
Pre-requisites
• A valid safety on the track certificate endorsed for Protection Master
Engineering Hours level.
• LUCAS/Sentinel card.
• Internal delegates may bring a staff pass or LUCAS/Sentinel card.
Duration
½ shift
Assessment
The assessment consists of correctly completing one pre-prepared exercise
using the NEPA documents, with a 100% pass mark.

Delegates must bring:

• safety on the track certificate (see above)
• one passport sized photograph.
Certification
Certification is valid for two years.

22
 Protecting
NightlyWorkers
Engineering
on the
Protection
Track Train
Arrangements
Movements

Protecting Workers on the Track Train

Movements
The Protecting Workers on the Track - Train Movements (PWT-TM)
certification is required for those managing worksites and providing
protection for the movement of engineer’s trains and vehicles in specified
areas and engineers current areas. A person certificated PWT-TM can
control the movement of engineers trains and vehicles in possession
worksites.
Pre-requisites:
• A valid safety on the track certificate endorsed for PWT–EH or PMEH.
• LUCAS/Sentinel card.
• Internal delegates may bring a staff pass or LUCAS/Sentinel card.
• Delegates must bring the medical and competence declaration form
TSW029.
Duration
2 shifts
Assessment
There is a written paper at the end of the course; the pass mark is 80%.
There are also working example assessments at the end of the course; the
pass mark is 80%.
Delegates must bring:
• safety on the track certificate and LUCAS/Sentinel card
• one passport size photograph
• medical and competence declaration form TSW029
• national insurance number (suppliers only).
It is advisable for the delegate to obtain and read the PWT-TM learning
information booklet, available at:
https://skillstrainingtubelines.com/LearningMaterialsTL.aspx

Certification
Certification is valid for two years. 23
 Protecting Workers on the Track Possession Worksite

Protecting Workers on the Track Possession

Worksites
To equip delegates with the knowledge and skills required to manage
worksites and provide protection for themselves and others in possession
worksites. The training course also provides the delegate the knowledge
and skills to scotch & clip, place SCD`s, control the movement of engineers
trains and vehicles (in possession worksites only), demarcate possession
worksites and check for traction using a CRID.
Pre-requisites
• A valid safety on the track certificate endorsed Basic Track Awareness.
• LUCAS/Sentinel card.
• Internal delegates may bring a staff pass or LUCAS/Sentinel card.
• Delegates must bring the medical and competence declaration form
TSW029.
Duration
3 shifts
Assessment
Delegates will undertake both theory and practical assessments.
Delegates must bring:
• safety on the track certificate (see above)
• one passport sized photograph
• medical and competence declaration form TSW029
• sturdy boots/shoes (no leather soles)
• spectacles (of required)
• hi-vi vest.
Certification
Certificate is valid for two years.

24
Protecting Workers on the TrackPossession
PossessionController
Worksite

Possession Controller
The Possession Controller is required to prevent unwanted trains from
entering a worksite area where engineering trains will be involved.
Pre-requisites:
• A valid safety on the track certificate endorsed for PWT-EH, PWT-TH
or PMTH, PWT-TM or TM.
• LUCAS/Sentinel card.
• Internal delegates may bring a staff pass or LUCAS/Sentinel card.
• Delegates must bring the medical and competence declaration form
TSW029.
Duration
5 shifts
Assessment
There is a written paper, the pass mark is 80% and a classroom based
practical assessment – the pass mark is 100%.
Delegates must bring:
• safety on the Track certificate and LUCAS/Sentinel card
• passport size photograph
• medical and competence declaration form TSW029
• national insurance number (suppliers only).
It is advisable for the delegate to obtain and read the PC learning
information booklet, available at:
https://skillstrainingtubelines.com/LearningMaterialsTL.aspx

Certification
Certification is valid for two years.

25
 Depot Possession Controller

Depot Possession Controller

The Depot Possession Controller protects a worksite area from unwanted
trains entering in depot areas where the track is not controlled by fixed
running line signalling.
Pre-requisites:
• A valid safety on the track certificate endorsed for PWT-D or Depot
Protection Master.
• Delegates must bring the medical and competence declaration form
TSW029.
Duration
2 shifts
Assessment
There is a written paper, the pass mark is 80% and a classroom based
practical assessment, the pass mark is 100%.
Delegates must bring:
• safety on the track certificate (see above)
• one passport size photograph
• national insurance number (suppliers only).
It is advisable for the delegate to obtain and read the DPC learning
information booklet, available at:
https://skillstrainingtubelines.com/LearningMaterialsTL.aspx

Certification
Certification is valid for two years.

26
 Depot Possession
Test Track
Controller
Master

Test Track Controller

The Test Track Controller carries out protection arrangements for the Test
Train track section.
Pre-requisites:
• A valid safety on the track certificate endorsed for PWT-EH and PWT-
TH or PMTH.
• LUCAS/Sentinel card.
• Internal delegates may bring a staff pass or LUCAS/Sentinel card.
• Safety Critical Licence for PWT-EH and PWT-TH or PMTH.
• Delegates must bring the medical and competence declaration form
TSW029.
Duration
2 shifts – the first day is classroom based; the second day involves a
practical assessment and site observations.
Assessment
There is a written paper at the end of the first day; the pass mark is 80%.
There is a practical site assessment on the second day.
Delegates must bring:
• safety on the track certificate
• one passport size photograph
• national insurance number (suppliers only)
• sturdy boots/shoes (not leather soled)
• spectacles (if required)
• hi-vi vest
• hard hat.
Certification
Certification is valid for two years.

27
 Lift and Escalators General (Days)

Lift and Escalators General (Days)

LU staff and contractors who need to work in Lifts and Escalators machine
rooms (where operational equipment is fully guarded) are required to sit the
General Lifts & Escalators course. The course includes visit to a Machine
chamber to view the environment.
*(Site visit optional if delegate has previously completed the course, does
not require any changes to the previous endorsements and certification
expiry is within 3 months).
Pre-requisites:
• LUCAS/Sentinel card.
Duration
1 shift
Assessment
Two multiple choice question papers, consisting of 10 questions. Pass mark
80%.
Delegates must bring:
• one passport size photograph
• hi-visibility vest
• sturdy footwear with Reinforced Toe Caps
• hard hat
• overalls (Optional)
• safety spectacles (Mandatory – JNP sites) Gloves (Mandatory – JNP
sites)
• old MRA pass (if applicable) – Current or Expired - (evidence of previous
successful completion of the course and lists relevant endorsements).
Endorsements:
(A). Isolation of Machinery:

28
 Lift and Escalators General (Days)

To isolate escalators for protection when working near unguarded

machinery, or prevent the machine operating when working from or above
the steps. (Cat 2)
To place tape, solid barriers or engineer’s barriers across escalators as
appropriate. (Cat 2).

29
 Lift and Escalators General (Nights)

Lift and Escalator General (Nights)

LU staff and contractors who need to work in Lifts and Escalators machine
rooms (where operational equipment is fully guarded) are required to sit the
General Lifts & Escalators course. The course includes visit to a Machine
chamber to operate equipment.
*(Site visit optional if delegate has previously completed the course, does
not require any changes to the previous endorsements and certification
expiry is within 3 months)
Pre-requisites:
• LUCAS/Sentinel card.
Duration
1 Night
Delegates must bring:
• hi-vi vest
• sturdy footwear with reinforced toe caps
• hard hat
• overalls (Optional)
• safety spectacles (Mandatory – JNP sites) Gloves (Mandatory – JNP
sites)
• old MRA pass (if applicable) – Current or Expired - (evidence of previous
successful completion of the course and lists relevant endorsements).
Assessment
Two multiple choice question papers consisting of 10 questions. Pass mark
80%.
Endorsements:
(A). Isolation of Machinery: (As above) (b). Operating Escalators
To undertake safety checks on escalators prior to starting them by
switching on the auxiliary supply (where fitted), closing the circuit breaker/
isolator and starting escalators from the newel switch position. (Cat 2).
30
 Lift and Escalators General (Nights)

To include checks on defined safety devices in the event of escalators not

starting.
(Cat 2)
To stop an escalator and isolate the supply. (Cat 2)
Not Authorised - To move heavy items on escalators (unless holding a
“Movement of materials” licence), inch escalators, or maintain escalators.
(Cat 2)
(C). Operating Lifts:
To operate lifts firstly by undertaking safety checks, switching on auxiliary
supply (where fitted), and closing circuit breaker or isolator. (Cat 2) Switching
on the lift and operating under the car control or from landing control. (Cat
2)
To stop the lift and isolate the supplies. (Cat 2)
Not Authorised - To move heavy materials in the lift car (unless holding
a “movement of materials” licence), or to operate the lift from car top
control, or to enter the lift shaft, lift pit, overheads, or to maintain the lift.
(Cat 2)
Certification
For LU staff with staff ID number; as well as Lift & Escalator contractors
who are engaged in the maintenance of Lifts & Escalators the expiry will be
3 years.

For all other Contractors expiry will be 1 year.

31
 Lift and Escalators Engineering

Lift and Escalators Engineering

LU staff and contractors who need to work in Lifts and Escalators machine
rooms are required to sit the Engineering Lifts & Escalators course (for
Engineering staff who need to work on or near operational equipment).
The course includes visit to a Machine chamber to operate equipment and
if applicable delegates are shown how to Inch and operate escalators as
well as being shown how to operate lifts from Car Top Control.*
*(Site visit optional if delegate has previously completed the course, does
not require any changes to the previous endorsements and certification
expiry is within 3 months)
Pre-requisites:
• LUCAS/Sentinel card.
Duration
1 shift
Assessment
Two question papers. Pass mark 80%.
Delegates must bring:
• one passport size photograph
• hi-visibility vest
• sturdy footwear
• hard hat
• optional overalls
• safety spectacles (Mandatory – JNP sites) gloves (Mandatory – JNP
sites)
• old MRA pass (if applicable) – Current or Expired - (evidence of previous
successful completion of the course and lists relevant endorsements).
Endorsements:
(A). Entry into All Areas (Entry into Normally Guarded Areas

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 Lift and Escalators Engineering

To be aware of the hazards of working in close proximity to unguarded

operational lifts and escalators. To be fully aware of the precautions to be
taken to ensure a safe work method. To work in a safe manner inside a lift
shaft and overheads (where fitted), with the lift operational. (Cat 2)
(B). Isolation Procedure:
To be fully aware of the system of electrically isolating lifts and escalators
including isolation of bus bar feeder. To be fully aware of the methods of
erecting barriers, engineer’s gates and hoardings, to prevent passengers
using lifts and escalators while machines are under maintenance or unsafe
to use. The protection of the machinery within the machine chamber.
The arrangements for isolating Fixed fire protection systems. Mechanical
anchoring of escalators. Supporting lift cars and counterweights during
maintenance activities. (Cat 2)
(C). Operating Escalators for Engineering Purposes:
To operate escalator from the controller (or from inspection units if fitted).
To operate the escalators in the inching mode with or without steps
removal. Handwinding for engineering purposes. (Cat 2)
(D). Operating Lifts for Engineering Purposes:
To operate the lifts from the car top control position. To ride on the car top
for shaft inspection purposes. Handwinding for engineering purposes. (Cat
2).
Certification:
For LU staff with staff ID number; as well as Lift & Escalator contractors
who are engaged in the maintenance of Lifts & Escalators the expiry will be
3 years. For all other Contractors expiry will be 1 year.
LU staff and contractors who need to work on the maintenance or
installation of lifts and escalators in machine rooms are required to sit the
Engineering Lifts and Escalators course. The course includes a visit to a
machine room.

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 General information

General information
Re-sits
Re-sits may be offered to any delegate who fails a Fire or Track course
(Excluding Basic Track Awareness and Possession Controller).
The offer of a re-sit is based on the delegate’s performance on the course.
Delegates attending the re-sit must bring along their re-sit form, which they
will be issued with following the failure of the course.
As a guideline the re-sit should be carried out within 14 days of failing the
course. In some circumstances this may be extended.
Refreshers
Refreshers are available for all track courses on request. The price for the
course will reflect this shortened duration.
Night courses
We can carry out any courses which do not involve a Track walk at night.
These courses will usually begin at 23:00.
Please contact us for specific requests for night courses.

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General information

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