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 4: Level 2 in-field competence

This document establishes a uniform, safe and consistent approach to the in-field competence assessment of 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. It also provides the necessary information for interested parties to grant authorization, effectively evaluate and audit training, supporting the IMO Requirements, Section 3. It specifies the Level 2 in-field initial and ongoing competence assessment for personnel certified by a manufacturer or 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. The training an individual receives whilst following a development process is covered in ISO/PAS 23678-2 and ISO/PAS 23678-3. The competence requirements contained in this document provide a clear description of performance in-field in respect to: a) what practitioners are expected to do; b) the underpinning knowledge and skills they require to enable them to do what is expected; c) how they can demonstrate what is expected of them; d) how their performance can be assessed. This document is intended to be used in conjunction with ISO/PAS 23678-1, ISO/PAS 23678-2 and ISO/PAS 23678-4. This document is applicable to the following types of lifeboats (including free-fall lifeboats), rescue boats (including fast rescue boats), launching appliances and release gear. Survival craft types: a) single fall totally enclosed lifeboats with sprinkler and air systems; b) twin fall totally enclosed lifeboats with sprinkler and air systems; c) partially enclosed lifeboats; d) tender lifeboats; e) freefall lifeboats; f) open lifeboat; g) inflatable rescue boats; h) rigid rescue boats; i) semi ridged inflatable rescue boats; j) rigid fast rescue boats; k) rigid inflatable fast rescue boats. Survival craft propulsion system types: a) inboard diesel engines; b) outboard engines; c) propeller drives; d) jet drives. Davit types: a) gravity single and twin fall outrigger; b) hydraulic single pivoting/luffing; c) hydraulic multi pivot/luffing; d) telescopic; e) gravity roller track; f) gravity free fall primary; g) free fall hydraulic secondary; h) A-frame hydraulic; i) single arm slewing (manual, electric); j) davits with stored power systems. Winch types: a) twin drum; b) single drum; c) gravity-lowering, electric hoisting; d) gravity-lowering hydraulic hoisting; e) hydraulic hoisting and lowering. Hook release system types: a) on-load/off load(load not over centre); b) on-load/offload (load over centre); c) off load; d) freefall hydraulic; e) automatic.

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 — Partie 4: Compétence sur le terrain Niveau 2

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Publication Date
01-Mar-2020
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9599 - Withdrawal of International Standard
Completion Date
11-Aug-2022
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ISO/PAS 23678-4:2020 - 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 23678-4
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 4:
Level 2 in-field competence
Reference number
ISO/PAS 23678-4:2020(E)
©
ISO 2020

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ISO/PAS 23678-4:2020(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.
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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 23678-4:2020(E)

Contents Page
Foreword .v
Introduction .vi
1 Scope . 1
2 Normative references . 3
3 Terms and definitions . 3
4 Level 2 in-field competence. 3
4.1 General . 3
4.2 Candidate pre-requisites for Level 2 Service Technician in-field assessment . 3
4.3 Competence unit/element titles . 3
4.3.1 Unit 1 — Work, health, and safety issues while conduction activities on board . 3
4.3.2 Unit 2 — Annual inspection, maintenance, thorough examination, repair
and operational test for lifeboats, rescue boats fast rescue boats their
launching appliances and release gear . 4
4.3.3 Unit 3 — 5-year thorough examination overhaul and operational
overload test for lifeboats, rescue boats fast rescue boats their launching
appliances and release gear . 4
5 Level 2 Service Technician in-field competence units . 4
5.1 Unit 1 — Work, health and safety issues while conducting activities on-board . 4
5.1.1 Element 1.1 — The people that need to be informed, and consulted with
prior to and during the scope of work . 4
5.1.2 Element 1.2 — The documentation that needs to be raised, checked,
verified, interpreted and completed prior to and during interventions . 5
5.1.3 Element 1.3 — Safety checks that need to be carried out prior to
commencing work . 6
5.1.4 Element 1.4 — The equipment that needs be examined and attached to
safely carry out the work scope . 6
5.2 Unit 2 — Annual maintenance, thorough examination, and operational test
for lifeboats (including free fall lifeboats) rescue boats (including fast rescue),
launching appliances and release gear . 7
5.2.1 Element 2.1 — Davit annual thorough examination. . 7
5.2.2 Element 2.2 — Davit annual maintenance . 9
5.2.3 Element 2.3 — Winch thorough examination . 9
5.2.4 Element 2.4 — Winch annual maintenance .11
5.2.5 Element 2.5 — Winch of launching appliance annual operational test .11
5.2.6 Element 2.6 — Lifeboat annual thorough examination .12
5.2.7 Element 2.7 — Rescue boats (including fast rescue boats) annual
thorough examination, additional competence requirements.14
5.2.8 Element 2.8 — Lifeboat, rescue boat (including fast rescue boats) annual
maintenance .15
5.2.9 Element 2.9 — Release gear annual thorough examination .16
5.2.10 Element 2.10 — Release gear annual maintenance .18
5.2.11 Element 2.11 — Release gear annual operational function test .18
5.3 Unit 3 — 5-year, overhaul and operational overload test for lifeboats, rescue boats
(including fast rescue boats), their launching appliances and release Gear .19
5.3.1 Element 3.1 — Launching appliance overhaul .20
5.3.2 Element 3.2 — Lifeboat, rescue boat (including fast rescue boat) overhaul .20
5.3.3 Element 3.3 — Release gear overhaul .21
5.3.4 Element 3.4 — Launching appliance and release gear 5-year operational
overload test .23
Annex A (informative) Equipment covered by the training .25
Annex B (informative) Example of certificate .26
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ISO/PAS 23678-4:2020(E)

Annex C (informative) Assessors checklists — Level 2 service personnel competence .29
Bibliography .65
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ISO/PAS 23678-4:2020(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, SC 1,
Maritime safety.
A list of all parts in the ISO 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.
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ISO/PAS 23678-4:2020(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
requirement in paragraph 7.1.1 of the IMO Requirements:
"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 23678-1, ISO/PAS 23678-2 and ISO/PAS 23678-3 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
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 that 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 in-field and ongoing
competence assessments.
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
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PUBLICLY AVAILABLE SPECIFICATION ISO/PAS 23678-4:2020(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 4:
Level 2 in-field competence
1 Scope
This document establishes a uniform, safe and consistent approach to the in-field competence
assessment of 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.
It also provides the necessary information for interested parties to grant authorization, effectively
evaluate and audit training, supporting the IMO Requirements, Section 3.
It specifies the Level 2 in-field initial and ongoing competence assessment for personnel certified by
a manufacturer or 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.
The training an individual receives whilst following a development process is covered in
ISO/PAS 23678-2 and ISO/PAS 23678-3.
The competence requirements contained in this document provide a clear description of performance
in-field in respect to:
a) what practitioners are expected to do;
b) the underpinning knowledge and skills they require to enable them to do what is expected;
c) how they can demonstrate what is expected of them;
d) how their performance can be assessed.
This document is intended to be used in conjunction with ISO/PAS 23678-1, ISO/PAS 23678-2 and
ISO/PAS 23678-4.
This document is applicable to the following types of lifeboats (including free-fall lifeboats), rescue
boats (including fast rescue boats), launching appliances and release gear.
Survival craft types:
a) single fall totally enclosed lifeboats with sprinkler and air systems;
b) twin fall totally enclosed lifeboats with sprinkler and air systems;
c) partially enclosed lifeboats;
d) tender lifeboats;
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ISO/PAS 23678-4:2020(E)

e) freefall lifeboats;
f) open lifeboat;
g) inflatable rescue boats;
h) rigid rescue boats;
i) semi ridged inflatable rescue boats;
j) rigid fast rescue boats;
k) rigid inflatable fast rescue boats.
Survival craft propulsion system types:
a) inboard diesel engines;
b) outboard engines;
c) propeller drives;
d) jet drives.
Davit types:
a) gravity single and twin fall outrigger;
b) hydraulic single pivoting/luffing;
c) hydraulic multi pivot/luffing;
d) telescopic;
e) gravity roller track;
f) gravity free fall primary;
g) free fall hydraulic secondary;
h) A-frame hydraulic;
i) single arm slewing (manual, electric);
j) davits with stored power systems.
Winch types:
a) twin drum;
b) single drum;
c) gravity-lowering, electric hoisting;
d) gravity-lowering hydraulic hoisting;
e) hydraulic hoisting and lowering.
Hook release system types:
a) on-load/off load(load not over centre);
b) on-load/offload (load over centre);
c) off load;
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ISO/PAS 23678-4:2020(E)

d) freefall hydraulic;
e) automatic.
2 Normative references
There are no normative references in this document.
3 Terms and definitions
For the purposes of this document, the terms, definitions and abbreviated terms given in
ISO/PAS 23678-1 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/
4 Level 2 in-field competence
4.1 General
This competence document is designed to meet the in-field and ongoing competence assessment for
Level 2 Service Technicians.
Any inspection, maintenance, thorough examination, operational testing, overhaul, and repair shall
be carried out according to the maintenance service manuals and associated technical documentation
developed by the manufacturer.
See Annex B for examples of certificates.
See Annex C for checklists to assess Level 2 service personnel competence.
4.2 Candidate pre-requisites for Level 2 Service Technician in-field assessment
To be assessed against the competence statements, candidates shall either have appropriate evidence
of experience in-field, or be deemed competent in relation to ISO/PAS 23678-2 and ISO/PAS 23678-3.
They shall either:
a) have successfully completed Level 1 Service Technician controlled environment technical education
and training; or
b) provide evidence to verify a satisfactory level of previous experience (see ISO/PAS 23678-1:2020,
4.7.6, for acceptable evidence requirements).
4.3 Competence unit/element titles
4.3.1 Unit 1 — Work, health, and safety issues while conduction activities on board
a) element 1.1: the people that need to be informed, and consulted with, prior to and during the scope
of work;
b) element 1.2: the documentation that needs to be raised, checked, verified interpreted and completed
prior to and during interventions;
c) element 1.3: safety checks that need to be carried out prior to commencing work;
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ISO/PAS 23678-4:2020(E)

d) element 1.4: the equipment that needs to be examined and attached to safely carry out the
work scope.
4.3.2 Unit 2 — Annual inspection, maintenance, thorough examination, repair and operational
test for lifeboats, rescue boats fast rescue boats their launching appliances and release gear
a) element 2.1: davit annual thorough examination;
b) element 2.2: davit annual maintenance;
c) element 2.3: winch thorough examination;
d) element 2.4: winch annual maintenance;
e) element 2.5: launching appliance annual operational test;
e) element 2.6: lifeboat annual thorough examination;
f) element 2.7: rescue boat (including fast rescue boat) annual thorough examination, additional
competence requirements;
g) element 2.8: lifeboat, rescue boat (including fast rescue boats) annual maintenance;
h) element 2.9: release gear annual thorough examination;
i) element 2.10: release gear annual maintenance;
j) element 2.11: release gear annual operational function test.
4.3.3 Unit 3 — 5-year thorough examination overhaul and operational overload test for
lifeboats, rescue boats fast rescue boats their launching appliances and release gear
a) element 3.1: launching appliance overhaul;
b) element 3.2: lifeboat, rescue boat (including fast rescue boat) overhaul;
c) element 3.3: release gear overhaul;
d) element 3.4: launching appliance and release gear 5-year operational overload test.
5 Level 2 Service Technician in-field competence units
5.1 Unit 1 — Work, health and safety issues while conducting activities on-board
Upon satisfactory completion of this unit, candidates shall have demonstrated they can interface
effectively with the applicable personnel involved with the intervention; review, complete and evaluate
the relevant documentation required for the work scope; implement safety and operating procedures
to ensure the intervention is carried out in a safe and responsible manner.
5.1.1 Element 1.1 — The people that need to be informed, and consulted with prior to and
during the scope of work
5.1.1.1 Element scope: this element is about being able to interface effectively with relevant personnel
to ensure the scope of the intervention is understood and carried out in effective and safe manner.
5.1.1.2 Competence requirements: in achieving this element, candidates shall have:
a) informed the person in charge the scope of the intervention;
b) conducted a tool box talk with all personnel involved;
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ISO/PAS 23678-4:2020(E)

c) ensured there are no conflicting work scopes;
d) supplied valid and reliable information relevant to the nature and scope of the intervention at
appropriate times to applicable personnel (PIC, superintendent, RO, safety officer);
e) liaised with applicable personnel in a professional manner at appropriate times to resolve problems
which may occur (PIC, superintendent, RO, safety officer, company operations manager); and
f) carried out comprehensive debrief with applicable personnel to identify the outcomes of the
intervention.
5.1.1.3 Underpinning knowledge requirements are as follows:
a) understand and convey the scope of the intervention to relevant personnel;
b) know the information required to conduct a tool box talk;
c) understand maintenance routines and plans;
d) familiarity with workplace reporting procedures;
e) understand statutory health and safety requirements.
5.1.2 Element 1.2 — The documentation that needs to be raised, checked, verified, interpreted
and completed prior to and during interventions
5.1.2.1 Element scope: this element is about ensuring the correct documentation has been raised,
checked and verified before commencing work; interpreting the appropriate documents for the scope of
work; and completing the documentation so a statement of fitness can be issued.
5.1.2.2 Competence requirements: in achieving this element, candidates shall have:
a) completed the appropriate documentation prior to commencing the work scope; permits to work,
toolbox talks, risk assessments, method statements;
b) identified situations relating to the work scope that requires a risk assessment to be undertaken;
c) reviewed and verified that all items listed in checklists for the weekly/monthly inspections
supporting SOLAS regulations III/20.6 and III/20.7 have been completed;
d) checked and verified that records of inspections and routine on-board maintenance have been
carried out by the ship’s crew;
e) ensured that relevant technical documentation is available for the work scope;
f) identified which items of equipment require certification and ensure it is current and corresponds
to the applicable equipment;
g) interpreted and applied the relevant technical information in relation to the work scope,
manufacturer’s manuals and associated technical documentation, job specific procedures; and
h) completed reports and checklists that accurately identify the outcome of the intervention, remedial
work scope and replacement parts if required.
5.1.2.3 Underpinning knowledge requirements for this element are as follows:
a) understand how to interpret and apply risk assessments applicable to the scope of work;
b) understand the technical documentation requirements for the work scopes;
c) identify equipment that requires certification;
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ISO/PAS 23678-4:2020(E)

d) identify, interpret and verify the requirements of SOLAS Regulations III/20.6 and III/20.7;
e) identify and interpret the requirements of SOLAS Regulations III/20.4;
f) identify and understand the information required to complete reports and check lists;
g) understand maintenance routines and plans;
h) understand statutory health and safety requirements;
i) familiarity with workplace reporting procedures.
5.1.3 Element 1.3 — Safety checks that need to be carried out prior to commencing work
5.1.3.1 Element scope: this element is about implementing safety and operating procedures prior to
commencing work to ensure accidents and incidents do not occur.
5.1.3.2 Competence required: in achieving this element, candidates shall have:
a) selected and donned appropriate personal protective equipment;
b) undertaken the required exterior visual safety checks to confirm decks, gratings and handrails are
secure and free from excessive corrosion, slip and trip hazards;
c) undertaken the required visual safety checks of launching appliances for lifeboats (including
freefall lifeboats), rescue boats (including fast rescue boats), mechanical restraints, winch brake
status, davit structure, sheaves, fall wires, foundations;
d) undertaken the checks to confirm the release gear is locked and safe prior to turning out; and
e) undertaken the checks and confirm by visual inspection that the launching appliance is operating
correctly whilst the survival craft is being turned out.
5.1.3.3 Underpinning knowledge requirements for this element are as follows:
a) uses, care and limitations of distinct types of personal protective clothing and equipment;
b) understand how to interpret and apply risk assessments applicable to the scope of work;
c) understand company and customer policies and operational procedures related to health and safety;
d) understand statutory health and safety requirements;
e) understand how to interpret and apply the manufacturer’s documentation, company and customer
operational procedures in relation to the work scope;
f) understand how to evaluate the condition of wire ropes;
g) understand how to evaluate corrosion levels;
h) understand how to evaluate alignment, deformation;
i) understand, interpret and being able to apply IMO Resolution MSC.48 (66), paragraph 4.4.7.6.14.
5.1.4 Element 1.4 — The equipment that needs be examined and attached to safely carry out
the work scope
5.1.4.1 Element scope: this element is about thorough examination and evaluation of the condition
of mechanical restraints and the actions required to safely attach them to lifeboats (including freefall
lifeboats) and rescue boats (including fast rescue boats).
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ISO/PAS 23678-4:2020(E)

5.1.4.2 Competence required: in achieving this element, candidates shall have:
a) carried out a thorough visual examination of mechanical restraints to confirm they are safe to use,
gripe wires, bowsing in tackle, tricing pendants, hanging off/maintenance pendants;
b) carried out a thorough visual examination to evaluate the condition of the load path pad eyes,
maintenance hangar beams, release gear hanging off attachment point, hook assembly legs, keel
pins, keel shoes and bolts;
c) identified, interpret and apply manufacturers, customer and company procedures in relation
to fitting mechanical restraints, maintenance pendants, secondary safety devices, bowsing in
tackle; and
d) confirmed the survival craft is safe to board.
5.1.4.3 Underpinning knowledge requirements for this element are as follows:
a) uses, care and limitations of distinct types of personal protective clothing and equipment;
b) understand how to interpret and apply risk assessments applicable to the scope of work;
c) understand company and customer policies and operational procedures related to health and safety;
d) understand statutory health and safety requiremen
...

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