Service personnel for the maintenance, thorough examination, operational testing, overhaul and repair of lifeboats (including free-fall lifeboats) and rescue boats (including fast rescue boats), launching appliances and release gear

This document establishes a uniform, safe and consistent approach to training personnel to enable them to establish and maintain the required competencies in relation to maintenance, thorough examination, operational testing, overhaul and repair of lifeboats (including free-fall lifeboats) and rescue boats (including fast rescue boats), launching appliances and release gear. It also provides the necessary information for interested parties to grant authorization and effectively evaluate and audit training, supporting the IMO Requirements, Section 3. It describes the competence route, resources, facilities and certification requirements for personnel trained by a manufacturer or by an authorized service provider to carry out maintenance, thorough examination, operational testing, overhaul and repair of lifeboats (including free-fall lifeboats) and rescue boats (including fast rescue boats), launching appliances and release gear. This document also sets out the competence route of the candidate, and the resources that the training provider needs to deliver the training. This document is intended to be used in conjunction with ISO/PAS 23678-2, ISO/PAS 23678-3 and ISO/PAS 23678-4.

Personnel de service pour la maintenance, l'examen approfondi, les essais opérationnels, la révision et la réparation des engins de sauvetage (y compris les engins de sauvetage en chute libre) et des canots de secours (y compris les canots de secours rapides), des appareils de mise à l'eau et des dispositifs de largage

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Published
Publication Date
01-Mar-2020
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9092 - International Standard to be revised
Start Date
27-May-2021
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ISO/PAS 23678-1:2020 - Service personnel for the maintenance, thorough examination, operational testing, overhaul and repair of lifeboats (including free-fall lifeboats) and rescue boats (including fast rescue boats), launching appliances and release gear
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PUBLICLY ISO/PAS
AVAILABLE 23678-1
SPECIFICATION
First edition
2020-03
Service personnel for the
maintenance, thorough examination,
operational testing, overhaul and
repair of lifeboats (including free-fall
lifeboats) and rescue boats (including
fast rescue boats), launching
appliances and release gear —
Part 1:
General requirements for training
providers
Reference number
ISO/PAS 23678-1:2020(E)
ISO 2020
---------------------- Page: 1 ----------------------
ISO/PAS 23678-1:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020

All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may

be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting

on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address

below or ISO’s member body in the country of the requester.
ISO copyright office
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Email: copyright@iso.org
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Published in Switzerland
ii © ISO 2020 – All rights reserved
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ISO/PAS 23678-1:2020(E)
Contents Page

Foreword ........................................................................................................................................................................................................................................iv

Introduction ..................................................................................................................................................................................................................................v

1 Scope ................................................................................................................................................................................................................................. 1

2 Normative references ...................................................................................................................................................................................... 1

3 Terms and definitions, and abbreviated terms .................................................................................................................... 1

4 Service technician competence progression ........................................................................................................................... 4

4.1 General ........................................................................................................................................................................................................... 4

4.2 Initial training — Introductory education and training ...................................................................................... 4

4.3 Initial refresher training ................................................................................................................................................................. 5

4.4 Level 1 Stage 1 technician-controlled environment education and training .................................... 5

4.5 Level 1 Stage 2 Technician controlled environment experience and assessment:....................... 6

4.6 Level 2 Infield supervised workplace experience and competence assessment

requirements ............................................................................................................................................................................................ 6

4.6.1 General...................................................................................................................................................................................... 6

4.6.2 Initial Level 2 Infield supervised workplace experience and competence

assessment process ....................................................................................................................................................... 6

4.7 Level 2 competence re-assessment requirements ................................................................................................... 7

5 Resources for service technician training .................................................................................................................................. 7

5.1 General ........................................................................................................................................................................................................... 7

5.2 Staff resources ......................................................................................................................................................................................... 8

5.2.1 General...................................................................................................................................................................................... 8

5.2.2 Requirements for trainers and assessors ................................................................................................... 8

5.2.3 Assessors and internal verifiers ......................................................................................................................... 8

5.2.4 Trainer/assessor candidate ratio ...................................................................................................................... 8

5.3 Physical resources ................................................................................................................................................................................ 8

5.3.1 General...................................................................................................................................................................................... 8

5.3.2 Resources for training and assessment ........................................................................................................ 8

5.3.3 Facilities ...................................................................... ............................................................................................................. 9

5.4 Equipment ................................................................................................................................................................................................... 9

5.4.1 General...................................................................................................................................................................................... 9

5.4.2 Equipment required for initial training ....................................................................................................10

5.4.3 Equipment required for Level 1 Service Technical training ....................................................10

6 Administration and certification ......................................................................................................................................................11

6.1 Course administration ...................................................................................................................................................................11

6.2 Certification ............................................................................................................................................................................................11

6.2.1 General...................................................................................................................................................................................11

6.2.2 Initial certificate ............................................................................................................................................................12

6.2.3 Level 1 certificate .........................................................................................................................................................12

6.2.4 Level 2 certificate .........................................................................................................................................................12

6.2.5 Criteria for changing the scope of the certificate ..............................................................................12

6.2.6 Criteria for suspending the certificate .......................................................................................................12

7 Code of conduct ...................................................................................................................................................................................................13

Annex A (informative) Service technician competence progression ...............................................................................14

Annex B (informative) Equipment covered by the training .......................................................................................................18

Annex C (informative) Level 1 technician Stage 2 controlled environment experience and

assessment exercise criteria .................................................................................................................................................................19

Annex D (informative) Examples of certificates ....................................................................................................................................20

Bibliography .............................................................................................................................................................................................................................27

© ISO 2020 – All rights reserved iii
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ISO/PAS 23678-1:2020(E)
Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards

bodies (ISO member bodies). The work of preparing International Standards is normally carried out

through ISO technical committees. Each member body interested in a subject for which a technical

committee has been established has the right to be represented on that committee. International

organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.

ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of

electrotechnical standardization.

The procedures used to develop this document and those intended for its further maintenance are

described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the

different types of ISO documents should be noted. This document was drafted in accordance with the

editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of

any patent rights identified during the development of the document will be in the Introduction and/or

on the ISO list of patent declarations received (see www .iso .org/ patents).

Any trade name used in this document is information given for the convenience of users and does not

constitute an endorsement.

For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and

expressions related to conformity assessment, as well as information about ISO's adherence to the

World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www .iso .org/

iso/ foreword .html.

This document was prepared by Technical Committee ISO/TC 8, Ships and marine technology,

Subcommittee SC 1, Maritime safety.
A list of all parts in the ISO/PAS 23678 series can be found on the ISO website.

Any feedback or questions on this document should be directed to the user’s national standards body. A

complete listing of these bodies can be found at www .iso .org/ members .html.
iv © ISO 2020 – All rights reserved
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ISO/PAS 23678-1:2020(E)
Introduction

The industry recognises that a major objective is to prevent accidents and incidents from occurring. A

global network of competent personnel employed by authorized service providers is vital for lifesaving

appliances to remain fit for purpose, sustaining crew confidence and contributing to the prevention of

incidents and accidents.

It has been recognized from the new requirements in IMO Resolution MSC.402 (96) for maintenance,

thorough examination, operational testing, overhaul and repair of lifeboats (including free-fall

lifeboats) and rescue boats (including fast rescue boats), launching appliances, and release gear

(henceforth referred to as the "IMO Requirements") adopted 19th May 2016 and entering into force 1st

January 2020, that it is necessary to develop an International Standard. This necessity is based on the

IMO Requirements, paragraph 7.1.1:

"Employment and documentation of personnel certified in accordance with a recognized national,

international or industry standards as applicable, or a manufacturer's established certification programme.

In either case, the certification programme shall comply with section 8 for each make and type of equipment

for which service is to be provided;"

This document and the associated ISO/PAS 23678-2, ISO/PAS 23678-3 and ISO/PAS 23678-4 have been

developed to achieve three key objectives.

1. The first objective was to develop training documents that would support the IMO Requirements,

section 7, paragraph 7.1.1.

2. The second objective was to develop training documents that would provide a consistent, reliable,

and standardised approach to training and provide a clear auditable trail for interested parties to

grant authorisation supporting the IMO Requirements, section 3, to approved service providers.

3. The third objective was to develop training documents that would enable personnel certified by

authorized service providers to develop and maintain competencies identified by industry experts

to a level that enables them to competently work unsupervised on equipment covered by this

document.

This document has been developed by identifying common design features in relation to survival craft,

davits, winches and release gear makes and types for which service is to be provided. This has been

achieved by conducting professional discussions with disciplined experts to obtain the appropriate

information to develop a training programme that is fit for purpose. Successfully completing the service

technician training in ISO/PAS 23678-2, ISO/PAS 23678-3 and ISO/PAS 23678-4 enables personnel

certified by an authorized service provider to meet the IMO Requirements, section 7, paragraph 7.1.1.,

and section 8.
The ISO/PAS 23678-series on service technician training consist of:

— Part 1: Guidance to training providers; describes the competence route of the candidate and the

resources that the training provider needs to deliver the training.

— Part 2: Initial training; describes the training programme for initial familiarisation and induction

training, which is classroom education. The training programme focuses on introducing individuals

to the complex terminology, rules and regulations, organisations, health, and safety that a service

technician needs to understand in order to carry out their role.

— Part 3: Level 1 training; describes the controlled environment education and training delivered

at a training school. The training programme focuses on the technical training for type specific

lifesaving appliances.

— Part 4: Level 2 in-field competence; describes the requirements for initial infield and ongoing

competence assessments.
© ISO 2020 – All rights reserved v
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ISO/PAS 23678-1:2020(E)

NOTE ISO/PAS 23678-1, ISO/PAS 23678-2 and ISO/PAS 23678-3 are referencing typical in-house/training

school training programmes. ISO/PAS 23678-4 is typical in-field performance of the personnel trained and

recording of their competence.
vi © ISO 2020 – All rights reserved
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PUBLICLY AVAILABLE SPECIFICATION ISO/PAS 23678-1:2020(E)
Service personnel for the maintenance, thorough
examination, operational testing, overhaul and repair of
lifeboats (including free-fall lifeboats) and rescue boats
(including fast rescue boats), launching appliances and
release gear —
Part 1:
General requirements for training providers
1 Scope

This document establishes a uniform, safe and consistent approach to training personnel to enable them

to establish and maintain the required competencies in relation to maintenance, thorough examination,

operational testing, overhaul and repair of lifeboats (including free-fall lifeboats) and rescue boats

(including fast rescue boats), launching appliances and release gear.

It also provides the necessary information for interested parties to grant authorization and effectively

evaluate and audit training, supporting the IMO Requirements, Section 3.

It describes the competence route, resources, facilities and certification requirements for personnel

trained by a manufacturer or by an authorized service provider to carry out maintenance, thorough

examination, operational testing, overhaul and repair of lifeboats (including free-fall lifeboats) and

rescue boats (including fast rescue boats), launching appliances and release gear. This document also

sets out the competence route of the candidate, and the resources that the training provider needs to

deliver the training.

This document is intended to be used in conjunction with ISO/PAS 23678-2, ISO/PAS 23678-3 and

ISO/PAS 23678-4.
2 Normative references
There are no normative references in this document.
3 Terms and definitions, and abbreviated terms
For the purposes of this document, the following terms and definitions apply.

ISO and IEC maintain terminological databases for use in standardization at the following addresses:

— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
3.1
authorised service provider

entity authorized by the administration, meeting the IMO Requirements (3.14), section 3 and section 7

© ISO 2020 – All rights reserved 1
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ISO/PAS 23678-1:2020(E)
3.2
company

owner of the ship or any other organization or person such as the manager, or the bareboat charterer,

who has assumed the responsibility for operation of the ship from the owner of the ship and who on

assuming such responsibility has agreed to take over all the duties and responsibilities imposed by the

International Safety Management Code
[SOURCE: SOLAS Regulation IX: 2010, 1.2]
3.3
competent person

person having such knowledge and experience of as is necessary for that person to carry out

maintenance, thorough examination, operational testing, overhaul (3.13) and repair (3.14) of a complete

system (3.4), assess the condition of a complete system and make a judgement as to whether it can

remain in service
3.4
complete system

survival craft (3.17) and associated equipment (3.6), release gear and launching appliance (3.9)

3.5
disciplined expert

expert that has proven competence in design, manufacturing, inspection, maintenance, training and

certification of personnel for LSA equipment (3.6)
3.6
equipment
equipment to which the IMO Requirements (3.14) apply
3.7
intervention

activity that includes maintenance, thorough examination, operational testing, overhaul (3.13) and

repair (3.14) of lifeboats (including free-fall lifeboats) and rescue boats (including fast rescue boats),

launching appliances (3.9) and release gear
3.8
interested party

entity with the ability to grant authorisation, meeting the IMO Requirements (3.14)

3.9
launching appliance

means of transferring a survival craft (3.17) from its stowed position safely to the water

3.10
manufacturer

original equipment (3.6) manufacturer or any entity which has taken legal and legitimate responsibilities

for equipment when the original equipment manufacturer no longer exists or supports the equipment

3.11
offload release mechanism

release mechanism that releases the survival craft (3.17)/rescue boat/fast rescue boat when it is

waterborne or when there is no load on the hooks
3.12
on-load release mechanism
on-load release gear

release mechanism that releases the survival craft (3.17)/rescue boat/fast rescue boat with load on

the hooks
2 © ISO 2020 – All rights reserved
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ISO/PAS 23678-1:2020(E)
3.13
overhaul

periodical activity defined by the manufacturer (3.10) that proves continued fitness for purpose for a

defined period subject to correct maintenance
3.14
IMO Requirements

requirements related to Regulation III/20 of the International Convention of Safety of Life At Sea, 1974,

given in the IMO Resolution MSC.402(96) for maintenance, thorough examination, operational testing,

overhaul (3.13) and repair (3.14) of lifeboats (including free-fall lifeboats) and rescue boats (including

fast rescue boats), launching appliances (3.9) and release gear
3.15
repair

activity requiring disassembly of equipment (3.6), or any other activity outside the scope of the

instructions for on-board maintenance and for emergency repair (3.14) of lifesaving appliances meeting

the requirements of SOLAS Regulations III/36.2 and III/35.3.18, respectively
3.16
service technician

person that is trained and certified by a manufacturer (3.10) or an authorised service provider (3.1) to

carry out maintenance, thorough examination, operational testing, overhaul (3.13) and repair (3.14)

of lifeboats (including free-fall lifeboats) and rescue boats (including fast rescue boats), launching

appliances (3.9) and release gear
3.17
survival craft

craft capable of sustaining the lives of persons in distress from the time of abandoning the ship

[SOURCE: SOLAS Regulation III/23:2003]
3.18
type

category of LSA equipment (3.6) having common characteristics, including lifeboats (including free-fall

lifeboats) and rescue boats (including fast rescue boats), launching appliances and release gear

Abbreviated terms
ALARP As low as reasonably practicable
ASP Authorised service provider
COSHH Control of substances hazardous to health
FRB Fast rescue boat
MAH Major accident hazard
MSC Maritime safety committee
MODU Mobile offshore drilling unit
MSDS Material safety data sheets
LSA Lifesaving appliances
PPE Personal protective equipment
RA Risk assessment
© ISO 2020 – All rights reserved 3
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ISO/PAS 23678-1:2020(E)
RPE Respiratory protective equipment
RO Recognised organisation
SOLAS International Convention for the Safety of Life at Sea, 1974, as amended
TEMPSC Totally enclosed motor propelled survival craft
UCN Unique certificate number
4 Service technician competence progression
4.1 General

The training of service technicians may not be limited to the training programme described in this

document. Specific operations may require additional competencies of trained and certified personnel.

These additional competencies are not addressed in this document as being part of the training for

certified personnel.

Service technician training, competence assessment, and re-assessment is comprised of five key stages.

The key stages given in 4.2 to 4.7 shall be followed (see Annex A).
4.2 Initial training — Introductory education and training

4.2.1 General — The initial training is comprised of three modules that are predominantly theory

based to address in part the IMO Requirements, section 8, at a basic entry level. The modules introduce

and familiarize the candidates with the organisations, legislative framework, rules, regulations,

terminology, procedures, health and safety and equipment associated with manufacture/ASP operations.

4.2.2 Module 1, Service technician general industry knowledge, cover the IMO Requirements, section

8.2.1, paragraphs 8.2.1.1-8.2.1.6, as follows:

a) .1 theory; relevant rules and regulations, including international conventions;

b) .2 theory; design and construction of lifeboats (including free-fall lifeboats), rescue boats and fast

rescue boats, including on-load release gear and launching appliances;
c) .3 theory; causes of lifeboat and rescue boat accidents;

d) .4 theory; education in the procedures specified in the IMO Requirements, section 6, for which

certification is sought;

e) .5 theory familiarisation; detailed procedures for thorough examination, operational testing, repair

and overhaul of lifeboat (including free-fall lifeboats), rescue boats and fast rescue boats, launching

appliances and on-load release gear, as applicable;
f) practical operation release gear;
NOTE This is outside the IMO Requirements, section 8.

g) .6 theory; procedures for issuing a report of service and statement of fitness for purpose based on

the IMO Requirements, paragraph 5.3.

4.2.3 Module 2, Basic safety at work (IMO Requirements, 8.2.1:7): theory practical; work, health and

safety issues while conducting activities on board.

4.2.4 Module 3, Risk management (IMO Requirements, 8.2.1:7): risk management while conducting

activities on board.
4 © ISO 2020 – All rights reserved
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ISO/PAS 23678-1:2020(E)

4.2.5 Following successful assessment of learning objectives found in ISO/PAS 23678-2, candidates

shall be awarded an Initial Service Technician certificate.
4.3 Initial refresher training

Developed to support the IMO requirements, section 8, paragraphs 8.2.1.1, 8.2.1.2, 8.2.1.3 and 8.2.1.7.

The refresher training shall update personnel with any changes to legislation, rules and regulations

associated with manufacturer/ASP operations. The training and assessment activities shall ensure

personnel’s underpinning knowledge is current and maintained at the required level to carry out

their role in a safe effective manner. Following successful assessment of learning objectives found in

ISO/PAS 23678-2, candidates shall be awarded an Initial Service Technician certificate.

4.4 Level 1 Stage 1 technician-controlled environment education and training

4.4.1 The Level 1 training shall be split into two stages. Stage 1 shall have five modules that should

be comprised of classroom-based theory lessons followed by practical sessions. The five modules shall

cover the equipment identified in 5.4.3 of this document and support the IMO Requirements, section 8,

paragraphs 8.1, 8.2.1.4-8.2.1.6, 8.2.2, and 8.2.3. The classroom training shall identify and develop the

required underpinning knowledge to examine, overhaul, maintain, test and repair the individual parts

that make up a complete system. The practical sessions shall focus on developing the skills required

to examine, overhaul, maintain test and repair the components that make up a complete system.

The practical sessions shall contain repetitive exercises that incorporate and practically apply the

underpinning knowledge gained during the Initial and Level 1 theory sessions. The practical exercises

shall give the candidates the opportunity to practice and demonstrate competence in relation to the skills

and knowledge required to carry out their role.

4.4.2 The assessment process shall be continuous, if successful candidates continue onto Level 1, Stage

2 “Controlled Environment Experience and Assessment.”
The Level 1, Stage 1 modules are as follows:

a) module 1: work, health and safety issues while conducting activities on board;

b) module 2: types; survival craft;
c) module 3: types; release systems;
d) module 4: types; davits;
e) module 5: types; winches.

4.4.3 The modules are type-specific as identified in Table B.1, supporting the IMO requirements,

section 8, paragraphs 8.2.1.4-8.2.1.6:

a) .4 theory/practical; education in the procedures specified in section 6 of IMO Resolution MSC.402

(96) for which certification is sought;

b) .5 theory/practical; detailed procedures for thorough examination, operational testing, repair and

overhaul of lifeboat (including free-fall lifeboats), rescue boats and fast rescue boats, launching

appliances and on-load release gear, as applicable;

c) .6 theory/practical procedures for issuing a report of service and statement of fitness for purpose

based on paragraph 5.3 of IMO Resolution MSC.402 (96).
© ISO 2020 – All rights reserved 5
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ISO/PAS 23678-1:2020(E)
4.5 Level 1 Stage 2 Technician controlled environment experience and assessment:

4.5.1 The candidates shall undertake supervised scenario based practical exercises assessments

covering the range of type specific complete systems as identified in Table B.1. The purpose of the

exercises is to enable the candidates to carry out annual and 5-year inspections on a complete system.

4.5.2 The practical exercises shall incorporate and put into practice the relevant underpinning

knowledge and practical experience gained during the Initial and Level 1, Stage 1 training.

4.5.3 Each exercise supports the procedures specified in sections 6.1 and 6.2 of the IMO Requirements,

with only one exercise covering the procedures identified in section 6.3. The exercises also cover the

requirements of sections 8.2.1.1-8.2.1.7 and 8.2.2.

4.5.4 The candidates should be supervised and mentored through the exercises to assist candidates to

develop competencies; the overall objective is to create an environment that is conducive to continued

professional development.
4.5.5 The practica
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