PTS Handbook 2020 Issue 10
PTS Handbook 2020 Issue 10
All railways have their risks, but none of them have to be killers.
This guide is designed to remind you of the dangers and hazards
of working in a Railway Environment; it is your route to safe
working on or near the line. Please take time to study this guide.
Personal Track Safety, known as PTS, is a qualification required by
people who –
¾ Go on a line
¾ Go within 3 metres (10 feet) of on or near the line
¾ Carry out engineering or technical work on a platform
within 1.25 metres (4 feet) of its edge
¾ Local instructions
¾ Lines on which trains are allowed to travel at more than
125 mph
Contents
06
Contents
1 Getting to know the infrastructure
1.1 Track Layout 09
1.2 Terminology 13
1.3 Signals 16
1.4 Electrified Lines 19
1.5 Telephones 22
1.6 Limited Clearances 23
7 Communicating clearly
7.1 A structured approach 61
7.2 Make it clear 63
7.3 Emergency calls 65
8 Emergency situations
8.1 Danger to trains 67
8.2 Stopping a train 68
8.3 Protecting the line 68
8.4 Incidents on electrified lines 74
75 75
Down Up
Main Main
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35 35
50 50
Down/Up Down/Up
Huddersfield Huddersfield
Some busy railways have four or more lines. In the picture below,
the two tracks to the left – the Up and Down Slow lines – have a
speed limit of 100 mph. To the right are the Up and Down Fast
lines, with trains allowed to travel at 125 mph. Up is towards the
principal city or town and Down is away from the principal city or
town.
Near stations the track layout can be complex with many lines,
with several sets of points and crossovers with trains entering
and leaving the station at the same time from different
directions.
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1.2 Terminology
The picture below shows the terms used to describe parts of the
track –
▪ Running rails are the two rails that a trains wheels run on
▪ Sleepers support the rails and keep them the correct
distance apart
▪ Fastenings hold the running rails to the sleepers
▪ Ballast keeps the track in place
In this handbook, when distances are given ‘from the nearest
line’, the measurement is taken from the nearest running rail of
that line.
This picture shows the terms used to describe parts of the railway
–
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You are not on or near the line if you are crossing the line at a
level crossing.
Position of safety
A position of safety is a place where it is safe to stand when a
train is passing. A COSS/PIC should always tell you where the
nominated position of safety is as part of the safety briefing.
1.3 Signals
Most running lines have signals to control the trains. Generally,
signals are operated from a signal box and have an identifying
number displayed on them. There are also in cab signals.
Signals are usually attached to posts alongside the track but can
also be found on overhead gantries or on the ground. Modern
signals tend to use coloured lights, but some lines still have
semaphore signals.
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17
Each colour light signal has an ‘aspect’. These are shown below.
SEMI
Be aware, some colour light signals don’t have red lights, so trains
won’t stop at them. This is also true of yellow semaphore signals.
These are called distant signals.
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You can only go on or near a line with OLE if your Sentinel card
includes the qualification “PTS AC”.
Always assume that the OLE, and anything in contact with it, is
live and extremely dangerous. Make sure you, and anything
you’re carrying, does not go within 2.75 metres (9 feet) of live
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A collector shoe
Work can only take place within 0.3 metres (1 foot) of a live
conductor rail if the approved insulated tools, shrouds or
troughing, and PPE are used. A valid and tested safe system of
work must also be in place.
Take care with liquids – they will become live if they come into
contact with a conductor rail. Keep clear of flood water.
You must not allow any metal object near signalling equipment
or within 0.3m (1 foot) of an axle counter head, as this could
interfere with its operation.
Axle counters
1.5 Telephones
There are many telephones on the railway. Most of them go
straight through to the controlling signal box.
The most common are lineside phones (usually found near points)
and signal post telephones (SPT). These are identified by the
signs shown below.
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Examples of refuges
You must not come to work after taking illegal drugs, any
medication which could affect your safety, or if you have recently
had an alcoholic drink. Don’t drink alcohol or take illegal drugs
whilst on duty or bring illegal drugs to work with you.
Report to your employer any medication you are taking that may
affect your safety.
2.3 Fatigue
Arriving for work well rested is as important as making sure you
have the right tools and equipment to undertake a task.
You will always have a Primary Sponsor and you may also have
up to two secondary sponsors.
If you have a sentinel card, you can only go on or near the line if
you have your card with you and it is valid.
Your card has to include a photo which accurately shows how you
look. If your appearance changes, perhaps because you start
wearing glasses, you will need to provide a new photo. In any
case, it must be updated after ten years.
Following a new qualification being received, your online Sentinel
account will automatically be updated. You can use your online
Sentinel account to check the status of your card.
If your Sentinel card is lost or stolen tell your Primary Sponsor
immediately so it can be cancelled and replaced. In certain
situations, your card can be withdrawn, or individual
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To be valid –
Always –
Never –
If you don’t comply with these rules your Sentinel card could
be withdrawn.
Depending on your work or the site rules, you might also have to
wear other items such as ear defenders, gloves or overalls.
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make sure you’re in a position of safety and stand still until you
have finished using the phone.
Always walk ballast to ballast and take great care near points –
they could move and trap your foot.
In sidings and engineering worksites, take great care when
crossing the line near stationary trains or vehicles (allow a
minimum 20m distance - your line of sight should be to the
drivers window).
This arrangement can also apply to fenced zones and Site Warden
warning zones, but only within a possession worksite.
46 46
COSS
You will be briefed by the COSS/PiC about the fenced zone. Stay on
the safe side of the fence. Do not lean on or over the fence and do
not lean objects against the fence.
48 48
If the COSS/PiC told you at the briefing there is a fence marking the
safe working limit, you must –
The space must be at least 2 metres (6 feet 6 inches) and the site
warden is appointed if there are more than two people in the
group.
COSS
Safe System of Work
2 metres
Example of COSS and PTS holder working 2 metres from any open line.
The space must be at least 3 metres (10 feet) if there are more than
two people in the group, and there’s no Site Warden.
COSS
3 metres
3 metres
Example of at least 3 metres between any open line and any member
of a group.
5151
Lookout warning
Lookout warning is using unassisted lookouts, the warning is
given by horn, whistle and touch if there is noise or the group are
wearing ear protection.
A lookout may also use a cut off device on noisy equipment or plant.
The COSS/PiC will brief you on which method is to be used.
The COSS/PiC shall inform you of other safety aspects such as how
the work is being carried out. Items shall be covered such as PPE for
task, welfare arrangements and work content. Note: The COSS may
also be the PIC who will cover both train and working risk
considerations and will brief you on both sections.
6 During
the work
5757
If a fence has been put up, don’t lean over it or place anything
against it.
If the site warden shouts a warning, make sure you’re still within
the Safe System of Work and move back into it if you’re not. If you
don’t move back straight away, the site warden will give a series of
short blasts on their whistle or horn.
58 58
If this happens, the COSS/PiC will stop the work and make sure
you’re in a position of safety. If they change the safe system of
work they will make sure you understand the new arrangements
before allowing work to start again.
7 Communicating
clearly
6161
The phonetic alphabet is used to spell out difficult words and names,
as well as making sure single letters are heard clearly.
For example, the town of Euxton would be spelt out as “echo
uniform x-ray tango oscar november”.
62 62
Numbers can also be a problem, so split them up and say them one
at a time. For example, 205 would be spoken as “two zero five”.
“Zero” is the correct way of saying the number 0.
There are also several standard phrases which you’ll need to use -
COSS/PIC Lookout/Site
Warden and anyone
in their group
“TThis is Derek Pilling – I’m a COSS for Network Rail, calling from mike
papa one four zero signal.”
It’s important to speak clearly and avoid lots of ums and errs. If
you don’t understand something, perhaps because the other
person has a broad accent, ask them to repeat it.
64 64
Phone lines and radio links can break up. You can help by speaking
slightly slower than you would normally. Don’t shout – the sound
will just distort.
If you are using a radio, press the ‘transmit’ button fully before you
speak and don’t release it until you’ve finished. With some phones,
you have to push a ‘press to talk’ button.
Make sure you’re speaking to the right person, usually the Signaller
or Electrical Control Operator –
“Is that the Signaller?”
Tell them who you are, what you do and where you are –
“This is Mike Middleton - I’m a track chargeman for Network Rail,
calling from Shapton East junction.”
Make sure the other person repeats back the information – it’s vital
they fully understand it. The Signaller or ECO will tell you what
they’ve done, what’s going to happen next and what they want
you to do. Give them your phone or radio call number so they can
contact you.
As someone who works for the railway, there are situations where
you might have to take action to prevent death, injury or damage.
In any of these situations, you might also need to stop the trains
and call the emergency services.
In daylight, hold out a red flag or raise both arms above your head.
If possible, try not to give the hand signal in such a way that other
approaching trains might stop.
Where there are 4 rail DC areas you are not able to use a track
circuit operating clip.
Track circuit
operating device
30 metres
2 kilometres
If you reach a signal box or railway phone and you’ve been unable
to report the emergency, place three detonators on the line and
contact the Signaller.
If the Signaller tells you that the line is now protected by signals,
you do not need to continue to 2 kilometres (1¼ miles).
If the first signal you reach has a signal post replacement switch
and you have a key and are competent to use it, turn the signal to
danger, place three detonators on the line and call the Signaller.
7171
Track circuit
operating device
2 kilometres
If you reach a junction trains could approach from more than one
direction. Try to make contact with the signaller with your mobile
phone again.
If you reach a junction trains could approach from more than one
direction. Try to make contact with the signaller with your mobile
phone again.
Place three detonators on the line before the points. Then decide
from which direction the next train is most likely to approach. Walk
in that direction and place three detonators on the line 2 kilometres
(1¼ miles) from the obstruction. After that, go back and place
detonators on the other lines.
7373
Track circuit
operating device
2 kilometres
route route
A B
30 metres
In this example the person placing the detonators thought the next train
was most likely to approach on route A.
▪ A derailment
▪ A person in contact with electrification equipment
▪ A fire on a train, vehicle or lineside
▪ Damage to the OLE or conductor rail
Explain why the electricity needs to be switched off. On lines
with OLE, give the number of the nearest OLE structure. For
conductor rail areas, give the nearest mileage post, nearest
hookswitch or track isolating switch number, nearest signal post
number, or nearest bridge number.
Emergency rescue on lines with OLE
Do not approach a casualty whilst the OLE is live if –
You must wait until the ECO has arranged an ‘emergency isolation’
and assured you that the electricity has been switched off. Even
then, there may still be a residual voltage so cover your hands with
something dry and non-conductive before touching the person – dry
clothing for example.
7575
Notes
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Notes
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Notes
✁
Grade/Title
Station/Location
Employer
Witness to Signature
Date Received
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Acknowledgement Form
Technical Authority
Network Rail
The Quadrant:MK
Elder Gate
Milton Keynes
MK9 1EN
[email protected]