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Cheat sheet

Personal Track Safety PTS Cheat Sheet

Going Onto the Line and Walking Safely

Not publishedof exam

Track ClearancesPosition of SafetyTrack GeographyWalking RoutesCrossing Rails

Safe Systems of Work and Safety Roles

Not publishedof exam

COSS ResponsibilitiesHierarchy of ProtectionSite Warden WarningSafety BriefingsWorksafe Procedure

Electrified Lines OLE and Conductor Rail

Not publishedof exam

Overhead AC ClearancesConductor DC ClearancesEmergency Switch OffInsulated ToolsElectrical Hazards

Emergency Procedures and Trackside Warnings

Not publishedof exam

Detonator PlacementTrack Circuit ClipsHand Danger SignalsEmergency Phone CallsTrackside Signage

Sentinel Scheme Lifesaving Rules and Fitness

Not publishedof exam

Medical StandardsDrugs and AlcoholFatigue ManagementLog Book PracticeProbationary Rules

Quick Facts

Qualification Name
Personal Track Safety PTS
Competence Records
Sentinel sponsorship and competence
Competence Validity
Normally two years
Expired PTS
Does not authorise work
Practice Evidence
Sponsor checks recorded competence use
New Holder Support
Blue helmet until sponsor confirmation
Current Core Handbook
HB1 Issue 9 currently in force
Position of Safety
1.25m through 100mph; 2m above

SAFE Track Clearances

Stay Alert For Everyone on the line

S Safety position before trainA Apply correct speed clearanceF Face and watch approaching trafficE Exit only when safe

The Four Foot vs Six Foot

The Four Foot

  • Between rails of one track
  • Direct train impact zone
  • Enter only when authorized

The Six Foot

  • Between two adjacent tracks
  • Aerodynamic turbulence hazard
  • Never use as refuge

Neither space provides safe refuge

Action When Train Approaches

  1. Train sighted or horn heard→Move to position of safety(At least ten seconds early)
  2. Line speed up to 100mph→Stand 1.25 metres clear(Measured from nearest rail)
  3. Line speed exceeds 100mph→Stand 2.0 metres clear(Avoid aerodynamic vortex)
  4. Standing in position of safety→Face approaching train(Watch for loose loads)
  5. Train passes your location→Remain stationary until clear(Check other lines before moving)

Permanent Way Track Geography

The Four Foot
Space between two running railsDirect danger zone
The Six Foot
Space between two adjacent tracksNo safe clearance
The Ten Foot
Wide space between multiple linesWide way
The Cess
Outside edge of running railNot automatically a safe route
Standard Gauge
1435 millimetres between rails4 feet 8.5 inches
Rail Head
Top surface contacting train wheelsNever step on
Rail Foot
Bottom flat base of railBaseplate support
Ballast Crib
Stones packed between consecutive sleepersTrack stability

Clearance Under vs Over 100mph

Up to 100mph Lines

  • Minimum 1.25 metres distance
  • Measured from nearest rail
  • Standard clearance distance

Over 100mph Lines

  • Minimum 2.0 metres distance
  • Higher aerodynamic vortex suction
  • Enhanced high speed clearance

Line speed dictates safe distance

Trackside Safe Clearances

Position of Safety Through 100mph
At least 1.25 metresFrom nearest approaching-train line
Position of Safety Over 100mph
At least 2.0 metresFrom nearest rail
On or Near Line
Within 3m without permanent separationOr on line itself
Platform Engineering or Technical Work
Within 1.25 metres of edgeOn or near line definition
Train Approach Warning Time
Ten seconds before train passesIn safe position
Axle Counter Sections
Track circuit clips cannot operate countersNever rely on clip alone
Line Crossing Rule
Cross track at right anglesNever walk diagonally
Points Mechanism
Keep hands clear of switchesCrush injury risk

COSS Safety Briefing Pillars

Every Worker Safe Under Plan

E Establish designated positionW Walking route identifiedS System of work definedU Understand and sign packP Personal PPE confirmed

COSS vs Site Warden Responsibilities

Controller of Site Safety

  • Wears blue armlet
  • Delivers mandatory safety briefing
  • Sets up safe system

Site Warden

  • White armlet with blue lettering
  • Monitors static safe work boundaries
  • No other working duties

COSS leads while warden monitors

Check the Briefed Safe System

  1. Relevant lines protected against trains→Keep within safeguarded work limits(Confirm COSS briefing)
  2. Fenced system is briefed→Stay behind approved barrier(Observe specified clearances)
  3. Separated static worksite is briefed→Stay inside safe boundary(Obey site warden where appointed)
  4. Approved warning system is briefed→Know warning and safety position(Ten seconds safe before arrival)
  5. Planned protection cannot be implemented→Stop and ask COSS to replan(Never improvise lookout protection)

Key Track Safety Roles

COSS
Controller of Site SafetyBlue armlet
Site Warden
Monitors static worksite boundaryWhite armlet; blue lettering
PICOP
Controls an engineering possessionSpecified possession responsibilities
Engineering Supervisor
Controls an engineering worksiteWithin possession arrangements
Person in Charge
Controls the work activityCoordinates with COSS
Lookout
Warns under specifically authorised arrangementsWhite armlet; red lettering
Individual Working Alone
Authorized to work by oneselfIWA competence
PTS Competence Alone
Does not authorise working aloneAdditional competence and authority required

Safe Systems of Work Hierarchy

Safeguarded System
Relevant lines protected against train approachFollow authorised limits
Fenced System
Approved barrier and specified clearancesDo not improvise fencing
Separated Worksite
Specified separation from open linesSite warden where required
Track Warning Systems
ATWS SATWS TAWS or TOWSUse only approved arrangements
Lookout or LOWS
Restricted arrangements require specific authorityNever an improvised fallback
Safe System Pack
Authorized plan generated by SSOWPSigned before work
COSS Briefing
Understand before signing or digital acknowledgementBefore access and work
Worksafe Procedure
Stop and report unsafe workResolve concern before restarting

AC Overhead vs DC Conductor Rail

AC Overhead Line

  • Nominal 25000 volts AC
  • Basic working clearance 2.75 metres
  • Permit specifies isolation and earthing

DC Conductor Rail

  • Nominal 750 volts DC
  • Basic live clearance 1.5 metres
  • Never step between adjacent rails

Different systems require different electrical precautions

Electrified Line Emergency Response

  1. Railway OLE falls or breaks→Keep clear and warn others(Treat equipment and contacts live)
  2. Electrical danger threatens life→Request emergency switch-off through ECO(Give exact location and hazard)
  3. Person contacts live conductor rail→Request switch-off; do not touch(Rescue only under HB17 conditions)
  4. ECO unreachable; person contacts live CRE→Competent person considers short-circuiting bar(All HB17 application restrictions apply)
  5. Guard board or yellow shroud present→Do not apply short-circuiting bar(Unsafe location for bar)
  6. Section gap separates bar and casualty→Do not use that bar location(Other electrical sections may remain live)
  7. Short-circuiting bar has been applied→Notify ECO; obtain removal permission(Ordinary metal tools are not substitutes)
  8. Electricity-company power line has fallen→Stay at least five metres away(Until electricity company confirms safety)

AC 25kV Overhead Line Equipment

AC OLE Voltage
25000 volts alternating currentLethal contact risk
OLE Working Clearance
At least 2.75m every directionCloser work needs approved precautions
Live Equipment Rule
Treat live until prescribed assuranceSwitch-off alone is insufficient
Pantograph
Roof arm collecting electric currentHigh voltage equipment
Overhead Line Permit
Defines isolated earthed equipment and limitsDoes not stop trains
Traction Bonds
Never interfere with any bondReport defects and colour
Broken Railway OLE
Treat live; keep clear; reportWarn others and notify ECO
Emergency Switch Off
Immediate ECO phone notificationLife threatening hazard

DC 750V Conductor Rail Equipment

DCCR Voltage
750 volts direct currentThird rail system
Live Conductor Rail Clearance
1.5m basic distance from live equipmentApproved exceptions need all precautions
Crossing Adjacent Rails
Step over both rails togetherNever place foot between
Conductor Guard Board
Timber or composite protective coverNever stand on
Collector Shoe Gear
Treat as live when disconnected tooNever touch shoe gear
Short Circuiting Bar
Specialist HB17 emergency equipmentCompetence and strict conditions required
Flooded Track Warning
Never touch water near railsConducted shock hazard
Electrical Protection
Ordinary boots do not confer isolationFollow approved electrical precautions

STOP Emergency Track Protection

Stop, Tell, Observe, Protect within competence

S Signal danger when necessaryT Tell signaller the exact locationO Observe other line dangersP Protection only within training

Emergency Call vs Railway Call

Emergency Phone Call

  • State this is emergency
  • Immediate threat to safety
  • Direct signaller or ECO

Railway Related Call

  • Standard structured conversation protocol
  • Routine operational railway messaging
  • Mandatory message read back

Danger immediately dictates call urgency

Track Obstruction Emergency Actions

  1. Track is obstructed or unsafe→Warn signaller by quickest means(Give location and affected lines)
  2. Train approaches affected line→Show clear hand danger signal(Protect your own safety)
  3. Trained to use emergency equipment→Follow applicable HB2 protection procedure(Clips ineffective on axle counters)
  4. Detonator protection becomes necessary→Only trained personnel follow HB2(Three; twenty metres; normally 2km)

Emergency Track Protection Equipment

Detonator Spacing
Twenty metres apart under HB2Trained emergency protection personnel
Full Detonator Protection
Three detonators on each affected lineApplicable HB2 instructions
Full Protection Distance
Normally two kilometres towards approaching trainsExceptions require HB2 training
Track Circuit Clip
Operates track circuit when correctly appliedNot guaranteed to stop trains
Clip Restrictions
No fourth rail or conductor attachmentThird rail: furthest running rail first
Hand Danger Signal Day
Red flag; otherwise both arms raisedMake visible to driver
Hand Danger Signal Night
Red light; or wave any lightViolently if not red
Flashing Train Headlights
Train hazard warning indicatorReport unsafe train immediately

Safety Critical Communications Protocol

Emergency Call Phrase
This is an emergency callImmediate priority
Phonetic Alphabet
Standard phonetic letters like AlphaClarifies spelling
Spoken Numbers
Normally one digit at a timeExceptions include time and handbook references
Lead Responsibility
Role hierarchy determines conversation leadInitiator only if otherwise unclear
Read Back Protocol
Repeat messages verbatim to senderPrevents misunderstandings
Telephone Location
Confirm correct phone and control contactKnow emergency contact details
Location Identification
State line mileage and bridgePinpoints worker
Signal Post Telephone
Identify signal and exact locationConfirm correct signaller

Trackside Warning Signs and Indicators

Limited Clearance Warning
No safety position along this sideDo not enter with trains running
No Refuges Sign
Safety positions only on opposite sideFollow briefed route
Prohibition Sign
No access while trains runningSpecified emergency protection exception
Whistle Board
W directs driver horn warningNever rely on hearing alone
Limited Clearance Telephone
May be used only in emergencyCheck sign and location
Applicable Line Speeds
Use Sectional Appendix and briefingDo not infer from colour alone

Probationary vs Full PTS Holder

Probationary Track Worker

  • Green square: learning support
  • Blue helmet as required
  • Sponsor manages experience requirements

Full Competent Worker

  • Sponsor confirms required competence
  • Helmet change is not automatic
  • Red triangle still requires accompaniment

Experience and restrictions require sponsor confirmation

Sentinel Scheme and Sponsorship

Primary Sponsor
One sponsor manages competence and fitnessPays for competences it uses
Sub Sponsors
Up to two with Primary approvalOne Primary plus two Sub-Sponsors
Green Square
New PTS holder receiving learning supportNot the accompaniment symbol
Blue Helmet
Required during new-holder learning supportSponsor confirms sufficient experience
Red Triangle
Must be accompanied on infrastructureObserve recorded restriction
Swipe In Verification
Electronic check before entering trackConfirms valid card
Practice Records
Record actual competence used in SentinelSwipe-in alone is not proof
Recertification Admission Window
Provider may accept eight weeks lateExpired PTS does not authorise work

Medical Fitness and Fatigue Limits

Medical Standard
NR L2 OHS 00124 examinationPhysical fitness
Supply-chain PTS D&A test
Negative within three months before trainingWorkforce-specific course requirement
Network Rail worker PTS admission
Separate three-month pre-course test removedOther D&A duties still apply
Alcohol Policy
Strict Network Rail zero toleranceMandatory testing
Applicable Working Hours
Use shortest applicable working-hour limitLaw infrastructure manager and sponsor
Previous Twelve Hours
No work without approved risk exceptionSponsor assessment and controls required
Fatigue and Travel
Report all work and excessive travelNot just hours on site
CIRAS Reporting
Confidential independent rail safety reportingWhistleblower service
Medication with safety-affecting side effects
Seek Chemist on Call guidanceReport and follow restrictions

Common Traps

Six Foot Refuge Assumption Trap

Normal six-foot is not refuge ≠ Use designated position of safety

Overhead Equipment De-energization Trap

Emergency switch-off alone ≠ Isolated and earthed under permit

Conductor Rail Stepping Hazard

Guard boards are not footholds ≠ Never step between adjacent rails

Working Alone as PTS Trap

PTS alone does not authorise working ≠ COSS or IWA needed when alone

Emergency Telephone Communication Mistake

State emergency and exact location ≠ Confirm instructions and repeat back

Last Minute

  1. 1.Carry physical or virtual Sentinel card
  2. 2.Verify swipe in before work
  3. 3.Wear full orange trackside PPE
  4. 4.Mentored workers must wear blue
  5. 5.Confirm designated position of safety
  6. 6.Maintain 2.75 metres from OLE
  7. 7.Know authorised conductor-rail working precautions
  8. 8.Understand COSS briefing before acknowledging
  9. 9.Exercise Worksafe if conditions change