ASTM F3068-14(2022)
(Guide)Standard Guide for Contents and Use of a Position Task Book (PTB)
Standard Guide for Contents and Use of a Position Task Book (PTB)
SIGNIFICANCE AND USE
3.1 This guide defines the use and content of Position Task Books.
3.2 A Position Task Book lists all of the observable activities which must be performed to demonstrate the ability to successfully fill a position or operational level.
3.2.1 Each activity, or Task, partly or fully demonstrates the existence in an individual of a specific Behavior.
3.2.2 One or more of these Behaviors signifies that the individual is capable of a particular Competency.
3.2.3 One or more defined Competencies are required for each position or operational level.
3.3 Each Position Task Book used to document the suitability of an individual to perform in a particular position or operational level shall meet the requirements of this guide.
3.4 Nothing in this guide precludes an authority having jurisdiction (AHJ) from adding additional content to a Position Task Book.
3.5 This document may be used by an AHJ to develop Position Task Books.
SCOPE
1.1 This guide defines the use and content of Position Task Books in a “competency-based qualification system.”
1.2 Each Position Task Book lists the competencies, behaviors, and tasks required for successful performance in a position or operational level.
1.3 Position Task Books provide a standard form for documenting the knowledge, skills, and abilities of an individual by observation of that individual’s performance of tasks in a position or at a particular operational level. When all tasks in the PTB are successfully completed, the evaluated individual is considered qualified and eligible for assignment in that position or at that operational level.
1.4 This guide only defines the use of Position Tasks Books and the content required for successful application. It does not define the requirements for any position or operational level.
1.5 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use.
1.6 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.
General Information
Standards Content (Sample)
This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the
Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.
Designation: F3068 − 14 (Reapproved 2022)
Standard Guide for
Contents and Use of a Position Task Book (PTB)
This standard is issued under the fixed designation F3068; the number immediately following the designation indicates the year of
original adoption or, in the case of revision, the year of last revision. A number in parentheses indicates the year of last reapproval. A
superscript epsilon (´) indicates an editorial change since the last revision or reapproval.
1. Scope 2.1.3 competency-based qualification system, n—a system
in which qualified evaluators document, in writing, in a
1.1 This guide defines the use and content of Position Task
standard form (usually a Position Task Book), when an
Books in a “competency-based qualification system.”
individual has competently performed one or more tasks
1.2 Each Position Task Book lists the competencies,
required for a position or operational level.
behaviors, and tasks required for successful performance in a
2.1.4 competent, adj—possessing suitable or sufficient skill,
position or operational level.
knowledge, experience, etc., for some purpose; properly quali-
1.3 Position Task Books provide a standard form for docu-
fied.
menting the knowledge, skills, and abilities of an individual by
2.1.5 position task book (PTB), n—a standard form adopted
observation of that individual’s performance of tasks in a
by an authority having jurisdiction and assigned to an indi-
position or at a particular operational level. When all tasks in
vidual to record training and competency on an ongoing basis
the PTB are successfully completed, the evaluated individual is
over a set period of time for a specific position or operational
consideredqualifiedandeligibleforassignmentinthatposition
level.
or at that operational level.
2.1.6 qualified evaluator, n—an individual who has
1.4 This guide only defines the use of Position Tasks Books
demonstrated, to the satisfaction of the authority having
and the content required for successful application. It does not
jurisdiction, his or her competency in a task or tasks, one or
define the requirements for any position or operational level.
more knowledge bases, or a position or operational level, and
1.5 This standard does not purport to address all of the
therebyhastheauthoritytodocumentcompetentcompletionof
safety concerns, if any, associated with its use. It is the
a task or tasks in an individual’s Position Task Book.
responsibility of the user of this standard to establish appro-
2.1.7 task, n—a specific activity which, when performed,
priate safety, health, and environmental practices and deter-
demonstrates all, or part, of a particular behavior.
mine the applicability of regulatory limitations prior to use.
3. Significance and Use
1.6 This international standard was developed in accor-
dance with internationally recognized principles on standard-
3.1 This guide defines the use and content of Position Task
ization established in the Decision on Principles for the
Books.
Development of International Standards, Guides and Recom-
3.2 A Position Task Book lists all of the observable activi-
mendations issued by the World Trade Organization Technical
ties which must be performed to demonstrate the ability to
Barriers to Trade (TBT) Committee.
successfully fill a position or operational level.
3.2.1 Each activity, or Task, partly or fully demonstrates the
2. Terminology
existence in an individual of a specific Behavior.
2.1 Definitions:
3.2.2 One or more of these Behaviors signifies that the
2.1.1 behavior, n—the observable activity or manner of
individual is capable of a particular Competency.
behaving of an individual in a specific situation.
3.2.3 One or more defined Competencies are required for
2.1.2 competency, n—a combination of knowledge, skills, each position or operational level.
and abilities that, when acquired, allows a person to perform a
3.3 Each Position Task Book used to document the suitabil-
task or function at a specifically defined level of proficiency.
ity of an individual to perform in a particular position or
operational level shall meet the requirements of this guide.
3.4 Nothing in this guide precludes an authority having
This guide is under the jurisdiction of ASTM Committee F32 on Search and
jurisdiction (AHJ) from adding additional content to a Position
Rescue and is the direct responsibility of Subcommittee F32.03 on Personnel,
Training and Education. Task Book.
Current edition approved July 1, 2022. Published July 2022. Originally approved
3.5 This document may be used by an AHJ to develop
in 2014. Last previous edition approved in 2014 as F3068 – 14. DOI: 10.1520/
F3068-14R22. Position Task Books.
Copyright © ASTM International, 100 Barr Harbor Drive, PO Box C700, West Conshohocken, PA 19428-2959. United States
F3068 − 14 (2022)
4. Position Task Book Use 5.5.1 A statement that the PTB’s assignee has successfully
completed all tasks for the position, that all tasks have been
4.1 PTBs may be used by an AHJ to:
documented appropriately, and that the assignee should be
4.1.1 Identify when trainees are considered competent to
considered for certification in that position. This statement
perform in a specific position or operational level.
shall include the name of the PTB’s assignee.
4.1.2 Demonstrate currency of knowledge, skills, and abili-
5.5.2 A line for the final evaluator’s signature.
ties of personnel performing in a specific position or opera-
5.5.3 A line for the final evaluator’s printed name.
tional level.
5.5.4 Alineforidentifyingthefinalevaluator’shomeunitor
4.2 Tasks in a Position Task Book may be evaluated during
agency.
one or more assignments, and may be observed by more than
5.5.5 A line for the date of verification.
one evaluator.
Agency Certification of Completed PTB
4.3 A PTB shall include and define all of the tasks required
foranindividualtoperforminaspecificpositionoroperational
5.6 A PTB shall include a section in which an agency
level.
representative shall certify the PTB’s assignee. This section
4.3.1 Tasks pertaining to tactical decision-making and
shall include, at minimum, the following:
safety require performance in that position during an incident.
5.6.1 A statement of certification stating that the PTB’s
4.3.2 Other tasks may be evaluated by other means, such as
assignee has met all requirements for qualification and that the
through simulation or other emergency and non-emergency
qualification has been issued. This statement shall include the
work.
PTB assignee’s name.
4.3.3 A person must be observed demonstrating the knowl-
5.6.2 A line for the certifying official’s signature.
edge and competent performance defined for each task in a
5.6.3 A line for the certifying official’s printed name.
PTB.
5.6.4 A line for the certifying official’s title.
4.3.4 Performance of each task in a PTB shall be docu-
5.6.5 A line for identifying the certifying official’s home
mented by an evaluator with his or her initials and the date of
unit or agency.
completion.
5.6.6 A line for the date of certification.
4.4 Successful completion of all required tasks for the
Duration of Validity of PTB
position, as determined by evaluators, will be the basis for
recommending qualification of an assignee for a position or
5.7 APTB shall have a predetermined length of time during
operational level.
which it shall be completed.
4.5 If prerequisite training is normally documented with its
5.7.1 The time period shall be clearly stated in the PTB.
own PTB, completion of that PTB shall be used to demonstrate
5.7.2 The time period shall begin:
competency.
5.7.2.1 Upon assignment of the PTB to an individual, or
5.7.2.2 When the first task is completed.
5. PTB Content Requirements
5.7.3 This time period shall be determined by the organiza-
Position or Operational Level Identification tion responsible for the creation of the PTB.
5.1 A PTB shall clearly identify the position or operational
Intent, Function, and Use of PTB
level that the PTB is intended to assess.
5.8 APTB shall include a general overview of its intent and
5.1.1 A PTB may assess more than one position or opera-
function.
tional level. If so, the position or level for which the PTB is
used shall be clearly identified within prior to its assignment.
5.9 A PTB shall include instructions that clearly explain its
use.
5.2 A PTB shall identify the position for which it was
created, and shall define the operational scope of the position.
5.10 Each PTB shall include protocols for exceptions and/or
extensions that may be applied to the individual to which the
5.3 APTB should clearly identify the organization utilizing
PTB is assigned. These protocols shall also state which
it.
representative(s) of anAHJ shall have the authority to provide
PTB Assignment
said exceptions and/or extensions.
5.4 A PTB shall be assigned to an individual.
Incident or Event Code
5.4.1 At a minimum, assignment shall be documented by
the individual’s name and signature. 5.11 Each task in a PTB shall have an incident or event code
associated with it to identify the type of assignment in which
5.4.2 Documentation of assignment may also include:
5.4.2.1 The individual’s unit or agency. the task may be completed. The following incident or event
codes and related descriptions are recommended:
5.4.2.2 The individual’s unit phone number.
5.11.1 O (Other)—Task can be completed in any situation,
Verification of Completed PTB
including classroom, simulation, incident, planned event, etc.
5.5 A PTB shall include a section for verification by a final Successful completion of a training course which tests whether
evaluator of its completion. This section shall include, at the trainee has the knowledge, skills, and/or abilities associated
minimum, the following: with the task is also proof of completion, as is evaluation of
F3068 − 14 (2022)
performance under simulated or on-the-job situations. Assign- 5.12.5.2 A PTB shall provide a section for an evaluator to
ment to an incident is not required. record additional remarks or recommendations in regard to the
5.11.2 I (Incident)—Task must be performed during an
Assignee’s training needs and/or performance of tasks.
incident managed under the incident command system. Ex-
5.12.5.3 A PTB shall provide a section for recording the
amples include search and rescue, disaster response, or non-
evaluator’s signature, name, relevant qualifications or agency
emergency (planned or unplanned) event.
certification, and the date of completion of the evaluator’s
5.11.3 R (Rare)—Task that rarely occurs, so the opportunity
record.
to evaluate a trainee’s performance in a real setting is limited.
Examples include injuries, vehicle or aircraft crashes, etc. The
Position or Operational Level Training Requirements
evaluator must determine through interview, simulation, or
5.13 A PTB shall identify training requirements (that is,
other method(s) if the trainee would be able to perform the task
CPR, annual fitness, leadership training, crime scene
in a real event.
awareness, etc.) that:
Evaluator Record(s) and Evaluator Responsibilities
5.13.1 Recur on a predetermined schedule (that is, annual,
5.12 At the discretion of the AHJ, a PTB shall provide a
semi-annual, etc.).
section for recording information specific to particular inci-
5.13.2 Must be completed within the period of validity of
dents or events in which a task or tasks were performed and
the PTB.
evaluated. If included in a PTB, each Evaluator Record shall
5.14 A PTB shall make provision for documenting comple-
include, at minimum, sections for recording the following:
tion of each training requirement, including date of completion
5.12.1 Evaluation Record Number (recommended for coor-
dinating incidents or events and completed tasks). and identification of person documenting the event.
5.12.2 Assignee Information:
Position or Operational Level Tasks
5.12.2.1 Name (printed).
5.12.2.2 Position at Incident or Event.
5.15 A PTB shall identify and define all tasks required to
5.12.3 Evaluator Information:
demonstrate the competency of the Assignee for a particular
5.12.3.1 Name (printed).
position or operational level. Tasks should be organized as
5.12.3.2 Position at Incident or Event.
described below:
5.12.3.3 Home unit or agency.
5.15.1 All competencies required for the position or level
5.12.3.4 Home unit or agency address and telephone num-
must be clearly and briefly stated in the PTB.
ber.
5.15.1.1 For each competency, all behaviors required to
5.12.4 Incident or Event Information:
achieve it shall be stated clearly and briefly.
5.12.4.1 Name.
5.12.4.2 Type.
5.15.1.2 For each behavior, all tasks necessary to clearly
5.12.4.3 Duration.
demonstrate it shall be clearly stated.Abrief description of the
5.12.4.4 Geographic location or general area, local agency,
task may be included, if necessary.
and state.
5.15.1.3 Subtasks may be listed with each task, but shall not
5.12.4.5 Incident management type (if considered necessary
require documentation of completion.
by agency utilizing PTB).
5.15.2 Each task shall have an incident or event code
5.12.4.6 Incident complexity (if considered necessary by
associated with it.
agency utilizing PTB).
5.15.3 For each task, provision shall be made in the PTB for
5.12.5 Evaluator’s Recommendation:
5.12.5.1 This section shall include provision for the evalu- recording the following:
ator to state how well the trainee performed the evaluated task
5.15.3.1 Evaluation record number.
or tasks. The following section, including its format, is
5.15.3.2 Evaluator name or initials.
recommended:
5.15.3.3 Task completion date.
The tasks initialed and dated by me in this Position Task Book were
performed under my supervision in a satisfactory manner. I recommend
5.16 When complex skills or abilities must be evaluated, the
the following for this trainee:
PTB shall not utilize a “check-list” format but shall consider
(1) The candidate has successfully performed all tasks for the
position and should be considered for certification.*
the total competency of the individual.
(2) During this incident or event it was not possible for some
tasks in this PTB to be performed and evaluated. Additional
training is needed to complete this assignee’s evaluation. 6. Keywords
(3) The assignee did not perform certain tasks in this PTB in a
6.1 competency; qualification; task book
satisfactory manner. Additional training, guidance, or
experience is recommended prior to another attempt to
perform those tasks.
(4) The assignee is severely deficient in the performance of
tasks in this PTB. Additional training, guidance, or experience
is re
...
Questions, Comments and Discussion
Ask us and Technical Secretary will try to provide an answer. You can facilitate discussion about the standard in here.