This apprenticeship standard has been approved for delivery by the Institute for Apprenticeships and Technical Education. However, starts on the apprenticeship will only be possible once a suitable end-point assessment organisation (EPAO) has obtained Ofqual recognition. Once the EPAO has obtained Ofqual recognition, funding for apprentice starts will be permitted and this message will be removed.

Key information

  1. Status: Approved for delivery
  2. Reference: ST1438
  3. Version: 1.0
  4. Level: 3
  5. Typical duration to gateway: 18 months
  6. Typical EPA period: 3 months
  7. Maximum funding: £8000
  8. Route: Transport and logistics
  9. Date updated: 21/12/2023
  10. Approved for delivery: 21 December 2023
  11. Lars code: 748
  12. EQA provider: Ofqual is the intended EQA provider
  13. Example progression routes:
  14. Review:

    This apprenticeship standard will be reviewed after three years

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Apprenticeship summary

Overview of the role

Supporting the safe and efficient operation of the aviation, tram, bus, coach and rail transport networks

Occupation summary

This occupation is found in the transport sector, across a range of different types of organisations such as airlines, train operators (overground and underground), bus and coach companies, tram operators and the military. These travel networks span the UK and beyond. Many travel networks cover multiple routes and services that connect to provide integrated travel solutions.

This occupation is found in diverse settings. It includes operators that provide public transport, commercial and military operators. Those working in this occupation help meet a wide range of different transport needs and objectives.

Transport schedulers provide support to key teams such as flight crews or bus drivers. They may be required to work on site, which could include commercial airports, bus/train/tram stations or military bases. They are also found off site in remote offices, a small control location, or a major operations control room.

The broad purpose of the occupation is to help ensure that transport services operate safely, efficiently and effectively by having all the necessary requirements at the right time and place. 

Transport schedulers typically plan, review and develop timetables to help network operations meet service delivery requirements. They also plan the rostering of the onboard crew and any support staff that will be needed. They provide support during the live service, which may mean monitoring vehicle/aircraft progress or providing guidance.  Finally, they may need to arrange for the resources needed, which could include the vehicle or any parts that are required.

Ultimately, transport schedulers help passengers and customers get to their destinations safely and on time. Transport schedulers therefore play a key role in delivering successful transport operations.

People in this occupation sometimes work normal office hours, but shift work may be expected, particularly where the travel network operates during unsociable hours.

In their daily work, an employee in this occupation interacts with members of their immediate team and other stakeholders critical to its safe operation such as the onboard crew, crew management, ground staff, engineers and suppliers. Transport schedulers may work independently or as part of a team.

Transport schedulers are responsible for delivering solutions to service stakeholders such as commercial managers and engineering managers and will collaborate with front-line staff and others involved in the scheduling process.

An employee in this occupation will be responsible for assessing and arranging the individual needs of travel service. To do this, they may consider (for instance) the vehicle/aircraft type, objective, the systems to be used, parts and repairs, the crew complement, and timing requirements. They may need to source these requirements, which may involve negotiation with stakeholders.

They are responsible for the creation, maintenance, allocation and delivery of timetables, schedules, rosters and diagrams. As well as being compliant, timetables, schedules, rosters and diagrams will be optimised to help meet the organisations objectives.

Transport schedulers typically risk assess and monitor several travel services at the same time. They must maintain safe and compliant operations while also prioritising their work to meet targets. They typically must allocate resources within a financial limit. They are responsible for ensuring all schedules/timetables and any bespoke requirements meet quality standards in line with legislative and organisational operating procedures.

Transport schedulers may be required to capture and analyse a wide range of performance data and information. They use this when reviewing and validating their solutions against existing services, business requirements and contracts, and customer standards. They may make recommendations to senior management on improvements. The kinds of improvements they look at might impact, for instance, customer service, compliance, the environment and sustainability, performance, industrial relations, or safety and financial efficiencies.

Transport schedulers sometimes encounter degraded travel conditions, or unexpected incidents on the route. They may also be required to handle responses in serious emergency situations that can be highly challenging and require rapid analysis and problem-solving to provide alternative travel solutions. They are also expected to provide short-term solutions for planned work, for example providing adjustments while repair work is undertaken.

Transport schedulers are accountable for their own area of work. Effective handovers to team members in the production timeline as well as at the end of a shift are a key feature, that ensures that transport services receive the required support. They typically work to a line manager, who is often a technical expert. They will be required to escalate issues that are beyond their own jurisdiction to their line manager or relevant technical expert. 

Typical job titles include:

Aviation scheduler Line reliability support analyst Operational planner Operational planning assistant Performance information administrator. Support reliability analyst Train planner

Duties

  • Duty 1 Receive and provide other stakeholders with handover data to ensure continuity of planned travel operations.
  • Duty 2 Create the timetable, schedule, roster or diagram to meet objectives in relation to the transport service, contractual requirements, passenger experience and commercial requirements as appropriate.
  • Duty 3 Revise the timetable, schedule, roster or diagram to meet objectives in relation to the transport service, contractual requirements, passenger experience and commercial requirements as appropriate.
  • Duty 4 Operate organisational digital platforms to support the creating, revising and presenting of the timetable, schedule, roster or diagram.
  • Duty 5 Consider the needs of the planned transport service when creating a timetable, schedule, roster or diagram.
  • Duty 6 Arrange access to travel routes and register timetables, schedules, rosters or diagrams as required.
  • Duty 7 Allocate resources or slots to travel operations in line with organisational objectives.
  • Duty 8 Ensure timetable, schedule, roster or diagram complies with legislative and sector specific requirements.
  • Duty 9 Monitor and assess transport services performance, providing timely interventions and advice as needed.
  • Duty 10 Respond to prolonged or persistent disruption to transport services.
  • Duty 11 Contribute to supporting situations that occur due to unforeseen circumstances and liaising with key stakeholders.
  • Duty 12 Carry out compliance monitoring, report non-compliance and escalate to the appropriate person or authority.
  • Duty 13 Balance and prioritise own workload, contributing to organisational objectives.
  • Duty 14 Provide evidence-based recommendations that improve operational performance of an individual transport service or the wider travel network.
  • Duty 15 Complete compulsory training.

Apprenticeship summary

ST1438, transport scheduler level 3

This is a summary of the key things that you – the apprentice and your employer need to know about your end-point assessment (EPA). You and your employer should read the EPA plan for the full details. It has information on assessment method requirements, roles and responsibilities, and re-sits and re-takes.

What is an end-point assessment and why it happens

An EPA is an assessment at the end of your apprenticeship. It will assess you against the knowledge, skills, and behaviours (KSBs) in the occupational standard. Your training will cover the KSBs. The EPA is your opportunity to show an independent assessor how well you can carry out the occupation you have been trained for.

Your employer will choose an end-point assessment organisation (EPAO) to deliver the EPA. Your employer and training provider should tell you what to expect and how to prepare for your EPA.

The length of the training for this apprenticeship is typically 18 months. The EPA period is typically 3 months.

The overall grades available for this apprenticeship are:

  • fail
  • pass
  • distinction

When you pass the EPA, you will be awarded your apprenticeship certificate.

EPA gateway

The EPA gateway is when the EPAO checks and confirms that you have met any requirements required before you start the EPA. You will only enter the gateway when your employer says you are ready.

The gateway requirements for your EPA are:

  • achieved English and mathematics qualifications in line with the apprenticeship funding rules
  • for the interview underpinned by a portfolio of evidence, you must submit a portfolio of evidence

Assessment methods


Observation with questions

You will be observed by an independent assessor completing your work. It will last at least 2 hours. They will ask you at least 3 questions.


Interview underpinned by a portfolio of evidence

You will have an interview with an independent assessor. It will last at least 90 minutes. They will ask you at least 10 questions. The questions will be about certain aspects of your occupation. You need to compile a portfolio of evidence before the EPA gateway. You can use it to help answer the questions.

The EPAO will confirm where and when each assessment method will take place.

Who to contact for help or more information

You should speak to your employer if you have a query that relates to your job.

You should speak to your training provider if you have any questions about your training or EPA before it starts.

You should receive detailed information and support from the EPAO before the EPA starts. You should speak to them if you have any questions about your EPA once it has started.


Reasonable adjustments

If you have a disability, a physical or mental health condition or other special considerations, you may be able to have a reasonable adjustment that takes this into account. You should speak to your employer, training provider and EPAO and ask them what support you can get. The EPAO will decide if an adjustment is appropriate.

Print occupational standard

Details of the occupational standard

Occupation summary

This occupation is found in the transport sector, across a range of different types of organisations such as airlines, train operators (overground and underground), bus and coach companies, tram operators and the military. These travel networks span the UK and beyond. Many travel networks cover multiple routes and services that connect to provide integrated travel solutions.

This occupation is found in diverse settings. It includes operators that provide public transport, commercial and military operators. Those working in this occupation help meet a wide range of different transport needs and objectives.

Transport schedulers provide support to key teams such as flight crews or bus drivers. They may be required to work on site, which could include commercial airports, bus/train/tram stations or military bases. They are also found off site in remote offices, a small control location, or a major operations control room.

The broad purpose of the occupation is to help ensure that transport services operate safely, efficiently and effectively by having all the necessary requirements at the right time and place. 

Transport schedulers typically plan, review and develop timetables to help network operations meet service delivery requirements. They also plan the rostering of the onboard crew and any support staff that will be needed. They provide support during the live service, which may mean monitoring vehicle/aircraft progress or providing guidance.  Finally, they may need to arrange for the resources needed, which could include the vehicle or any parts that are required.

Ultimately, transport schedulers help passengers and customers get to their destinations safely and on time. Transport schedulers therefore play a key role in delivering successful transport operations.

People in this occupation sometimes work normal office hours, but shift work may be expected, particularly where the travel network operates during unsociable hours.

In their daily work, an employee in this occupation interacts with members of their immediate team and other stakeholders critical to its safe operation such as the onboard crew, crew management, ground staff, engineers and suppliers. Transport schedulers may work independently or as part of a team.

Transport schedulers are responsible for delivering solutions to service stakeholders such as commercial managers and engineering managers and will collaborate with front-line staff and others involved in the scheduling process.

An employee in this occupation will be responsible for assessing and arranging the individual needs of travel service. To do this, they may consider (for instance) the vehicle/aircraft type, objective, the systems to be used, parts and repairs, the crew complement, and timing requirements. They may need to source these requirements, which may involve negotiation with stakeholders.

They are responsible for the creation, maintenance, allocation and delivery of timetables, schedules, rosters and diagrams. As well as being compliant, timetables, schedules, rosters and diagrams will be optimised to help meet the organisations objectives.

Transport schedulers typically risk assess and monitor several travel services at the same time. They must maintain safe and compliant operations while also prioritising their work to meet targets. They typically must allocate resources within a financial limit. They are responsible for ensuring all schedules/timetables and any bespoke requirements meet quality standards in line with legislative and organisational operating procedures.

Transport schedulers may be required to capture and analyse a wide range of performance data and information. They use this when reviewing and validating their solutions against existing services, business requirements and contracts, and customer standards. They may make recommendations to senior management on improvements. The kinds of improvements they look at might impact, for instance, customer service, compliance, the environment and sustainability, performance, industrial relations, or safety and financial efficiencies.

Transport schedulers sometimes encounter degraded travel conditions, or unexpected incidents on the route. They may also be required to handle responses in serious emergency situations that can be highly challenging and require rapid analysis and problem-solving to provide alternative travel solutions. They are also expected to provide short-term solutions for planned work, for example providing adjustments while repair work is undertaken.

Transport schedulers are accountable for their own area of work. Effective handovers to team members in the production timeline as well as at the end of a shift are a key feature, that ensures that transport services receive the required support. They typically work to a line manager, who is often a technical expert. They will be required to escalate issues that are beyond their own jurisdiction to their line manager or relevant technical expert. 

Typical job titles include:

Aviation scheduler Line reliability support analyst Operational planner Operational planning assistant Performance information administrator. Support reliability analyst Train planner

Occupation duties

Duty KSBs

Duty 1 Receive and provide other stakeholders with handover data to ensure continuity of planned travel operations.

K1 K20

S1 S20

Duty 2 Create the timetable, schedule, roster or diagram to meet objectives in relation to the transport service, contractual requirements, passenger experience and commercial requirements as appropriate.

K2 K3 K21

S3 S21

Duty 3 Revise the timetable, schedule, roster or diagram to meet objectives in relation to the transport service, contractual requirements, passenger experience and commercial requirements as appropriate.

K4 K5 K21

S4 S21

Duty 4 Operate organisational digital platforms to support the creating, revising and presenting of the timetable, schedule, roster or diagram.

K6 K7

S5

Duty 5 Consider the needs of the planned transport service when creating a timetable, schedule, roster or diagram.

S6

Duty 6 Arrange access to travel routes and register timetables, schedules, rosters or diagrams as required.

K8 K17 K18

S7 S17 S18

Duty 7 Allocate resources or slots to travel operations in line with organisational objectives.

Duty 8 Ensure timetable, schedule, roster or diagram complies with legislative and sector specific requirements.

K9

S8

B4

Duty 9 Monitor and assess transport services performance, providing timely interventions and advice as needed.

K10 K11

S9

Duty 10 Respond to prolonged or persistent disruption to transport services.

K12

S10

Duty 11 Contribute to supporting situations that occur due to unforeseen circumstances and liaising with key stakeholders.

K13

S11 S12

Duty 12 Carry out compliance monitoring, report non-compliance and escalate to the appropriate person or authority.

K14

S13 S14

Duty 13 Balance and prioritise own workload, contributing to organisational objectives.

K15 K19

S15 S19

B2 B3

Duty 14 Provide evidence-based recommendations that improve operational performance of an individual transport service or the wider travel network.

K16

S16

Duty 15 Complete compulsory training.

K22

S2

B1

KSBs

Knowledge

K1: Sector and organisational specific handover information, from internal and external stakeholders, for example, crew numbers, crew replacement plans, train plans, planned maintenance activities Back to Duty

K2: Sector regulations that need to be considered when creating timetables, schedules, rosters or diagrams. Back to Duty

K3: Organisational procedures to create timetables, schedules, rosters or diagrams: transport services, contractual, passenger expectation, commercial. Back to Duty

K4: Sector regulations that need to be considered when revising timetables, schedules, rosters or diagrams in the case of special events, or unforeseen circumstances. Back to Duty

K5: Organisational procedures to revise timetables, schedules, rosters or diagrams including sporting events, national and local agreements, weather. Back to Duty

K6: Organisational digital platforms that are used to create and revise timetables, schedules, rosters or diagrams. General data protection regulation (GDPR). Cyber security requirements. Back to Duty

K7: Methods of presenting timetables, schedules, rosters or diagrams, for example, using software platforms, the actual communication to wider external stakeholders. Back to Duty

K8: Access requirements that are required for travel routes, including access plans, visa and qualification requirements, power types, registration of timetable, schedule, roster or diagram. Back to Duty

K9: Sector specific legislation and other requirements that must be complied with when creating or revising timetables, schedules, rosters or diagrams, for example, union agreements, commercial contracts Back to Duty

K10: Organisational procedures for monitoring and assessing the performance of transport services. Back to Duty

K11: Organisational procedures for escalating transport services performance issues identified from monitoring and assessment activities within their limits of authority. Back to Duty

K12: Organisational procedures and industry specific practices for responding to, and dealing with prolonged or persistent disruption, for example, weather conditions, mechanical issues, public events. Back to Duty

K13: Organisational procedures and industry specific practices for supporting situations caused by unforeseen circumstances. Back to Duty

K14: Compliance requirements of the organisation and wider industry in relation to transport services. Back to Duty

K15: Workload planning tools and techniques. Back to Duty

K16: Organisational and industry specific objectives and key performance indicators (KPIs). Back to Duty

K17: Verbal communication techniques. Giving and receiving data and information. Matching style to audience. Industry terminology. Back to Duty

K18: Techniques for written communication, plain English principles. Back to Duty

K19: Impact of the sector on the environment. Efficient use of resources. Recycling, reuse, and safe disposal of waste. Back to Duty

K20: Principles of equity, diversity, and inclusion in the workplace. Back to Duty

K21: Documentation: methods and requirements - electronic and paper. Back to Duty

K22: CPD (planned and unplanned) and recording methods. Back to Duty

Skills

S1: Respond to sector and organisational specific handover data. Back to Duty

S2: Carry out and record CPD. Back to Duty

S3: Create timetables, schedules, rosters or diagrams. Back to Duty

S4: Revise timetables, schedules, rosters or diagrams. Back to Duty

S5: Use organisational digital platforms, for example, ATTUne, AIMs, Omnibus. Comply with GDPR and cybersecurity requirements. Back to Duty

S6: Undertake pre-planning activities to identify considerations to be made in relation to transport services, for example, research country specific medical and visa requirements, review local, national and international events calendars, consider transport service capacity Back to Duty

S7: Liaise with internal and external stakeholders to ensure access to travel routes and where required, register timetables, schedules, rosters or diagrams. Back to Duty

S8: Comply with sector legislation for example union agreements, commercial contracts. Back to Duty

S9: Monitor and assess the performance of transport services, intervening and providing support when required. Back to Duty

S10: Respond to prolonged or persistent disruption to transport services, ensuring solutions take into consideration the requirements of internal and external stakeholders. Back to Duty

S11: Support situations that occur due unforeseen circumstances, contributing where required in line with organisational procedures and industry specific practices, for example, emergency situations, extreme weather conditions, industrial action. Back to Duty

S12: Liaise with internal and external stakeholders to ensure full support is offered during situations that occur due to unforeseen circumstances, for example, emergency situations, extreme weather conditions, industrial action. Back to Duty

S13: Identify non-compliance in transport services through monitoring activities. Back to Duty

S14: Escalate situations to the appropriate person or authority. Back to Duty

S15: Manage own workload to ensure that contributions to organisational objectives meet all requirements. Back to Duty

S16: Make operational performance improvements. Back to Duty

S17: Communicate with others verbally for example, colleagues and stakeholders. Back to Duty

S18: Communicate in writing with others for example, internal and external customers, colleagues, and managers. Back to Duty

S19: Comply with regulations, standards, and guidance, including environmental and sustainability regulations. Back to Duty

S20: Follow equity, diversity, and inclusion principles. Back to Duty

S21: Record or enter information - paper based or electronic. For example, risk assessments, handover documents, work sheets, checklists, and any legal reporting requirements Back to Duty

Behaviours

B1: Committed to maintaining and enhancing competence of self through Continuing Professional Development (CPD). Back to Duty

B2: Respond and adapt to work demands and situations. Back to Duty

B3: Collaborate within teams, across disciplines and with internal and external stakeholders. Back to Duty

B4: Act ethically. Back to Duty

Qualifications

English and Maths

Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.

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End-point assessment plan

1.0

Introduction and overview

This document explains the requirements for end-point assessment (EPA) for the transport scheduler apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.

Transport scheduler apprentices, their employers and training providers should read this document.

A full-time transport scheduler apprentice typically spends 18 months on-programme. The apprentice must spend at least 12 months on-programme and complete the required amount of off-the-job training in line with the apprenticeship funding rules.

The EPA should be completed within an EPA period lasting typically 3 months.

The apprentice must complete their training and meet the gateway requirements before starting their EPA. The EPA will assess occupational competence.

An approved EPAO must conduct the EPA for this apprenticeship. Employers must select an approved EPAO from the apprenticeship provider and assessment register (APAR).

This EPA has 2 assessment methods.

The grades available for each assessment method are below.

Assessment method 1 - observation with questions:

  • fail
  • pass

Assessment method 2 - interview underpinned by a portfolio of evidence:

  • fail
  • pass
  • distinction

The result from each assessment method is combined to decide the overall apprenticeship grade. The following grades are available for the apprenticeship:

  • fail
  • pass
  • distinction

EPA summary table

On-programme - typically 18 months

The apprentice must:

  • complete training to develop the knowledge, skills and behaviours (KSBs) outlined in this apprenticeship’s standard
  • complete training towards English and mathematics qualifications in line with the apprenticeship funding rules

  • compile a portfolio of evidence

End-point assessment gateway

The apprentice’s employer must be content that the apprentice is occupationally competent.

The apprentice must:

  • confirm they are ready to take the EPA
  • have achieved English and mathematics qualifications in line with the apprenticeship funding rules

For the interview underpinned by a portfolio of evidence, the apprentice must submit a portfolio of evidence.

Gateway evidence must be submitted to the EPAO, along with any organisation specific policies and procedures requested by the EPAO.

End-point assessment - typically 3 months

The grades available for each assessment method are below

Observation with questions:

  • fail

  • pass

Interview underpinned by a portfolio of evidence:

  • fail

  • pass

  • distinction

Overall EPA and apprenticeship can be graded:

    • fail
    • pass
    • distinction

Re-sits and re-takes
  • re-take and re-sit grade cap: pass
  • re-sit timeframe: typically 2 months
  • re-take timeframe: typically 4 months

Duration of end-point assessment period

The EPA is taken in the EPA period. The EPA period starts when the EPAO confirms the gateway requirements have been met and is typically 3 months.

The EPAO should confirm the gateway requirements have been met and start the EPA as quickly as possible.

EPA gateway

The apprentice’s employer must be content that the apprentice is occupationally competent. That is, they are deemed to be working at or above the level set out in the apprenticeship standard and ready to undertake the EPA. The employer may take advice from the apprentice's training provider, but the employer must make the decision. The apprentice will then enter the gateway.

The apprentice must meet the gateway requirements before starting their EPA.

They must:

  • confirm they are ready to take the EPA
  • have achieved English and mathematics qualifications in line with the apprenticeship funding rules

  • submit a portfolio of evidence for the interview underpinned by a portfolio of evidence

Portfolio of evidence requirements:

The apprentice must compile a portfolio of evidence during the on-programme period of the apprenticeship. It should only contain evidence related to the KSBs that will be assessed by the interview. It will typically contain 7 discrete pieces of evidence. Evidence must be mapped against the KSBs. Evidence may be used to demonstrate more than one KSB; a qualitative as opposed to quantitative approach is suggested.

Evidence sources may include:

  • workplace documentation and records, for example:
  • workplace policies and procedures
  • witness statements
  • annotated photographs
  • video clips (maximum total duration 15 minutes); the apprentice must be in view and identifiable

This is not a definitive list; other evidence sources can be included.

The portfolio of evidence should not include reflective accounts or any methods of self-assessment. Any employer contributions should focus on direct observation of performance, for example, witness statements, rather than opinions. The evidence provided should be valid and attributable to the apprentice; the portfolio of evidence should contain a statement from the employer and apprentice confirming this.

The EPAO should not assess the portfolio of evidence directly as it underpins the interview. The independent assessor should review the portfolio of evidence to prepare questions for the interview. They are not required to provide feedback after this review.

Gateway evidence must be submitted to the EPAO, along with any organisation specific policies and procedures requested by the EPAO.

Order of assessment methods

The assessment methods can be delivered in any order.

The result of one assessment method does not need to be known before starting the next.

Observation with questions

Overview

In the observation with questions, an independent assessor observes the apprentice in their workplace and asks questions. The apprentice completes their day-to-day duties under normal working conditions. Simulation is not allowed. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.

Rationale

This assessment method is being used because:

  • it can assess KSBs holistically.
  • it should give employers assurance about an apprentice’s competence as it takes place in a real work setting.
  • the familiar environment should allow the apprentice to perform at their best.
  • it is cost effective, tasks completed during the observation should contribute to workplace productivity and it makes use of the employer’s resources and equipment.
  • it allows for the assessment of KSBs that relate to interaction with colleagues, customers or members of the public.

Delivery

The observation with questions must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.

An independent assessor must conduct and assess the observation with questions.

The independent assessor must only observe one apprentice at a time to ensure quality and rigour. They must be as unobtrusive as possible.

The EPAO must give the apprentice 14 days' notice of the observation with questions.

The observation must take 2 hours.

The independent assessor can increase the time of the observation with questions by up to 10%. This time is to allow the apprentice to complete a task or respond to a question if necessary.

The observation with questions cannot be split, except for comfort breaks or to allow the apprentice to move from one location to another. Such breaks will not count towards the total observed time.

The EPAO must manage invigilation of the apprentice during the assessment, to maintain security of the EPA, in line with their malpractice policy. This includes breaks and moving between locations.

The independent assessor must explain to the apprentice the format and timescales of the observation with questions before it starts. This does not count towards the assessment time.

The independent assessor should observe the following during the observation:

  • using organisational digital platforms
  • creating a timetable, schedule, roster or diagram
  • responding to handover data
  • communicating technical and non-technical data to stakeholders
  • revising a timetable, schedule, roster or diagram
  • using paper based or electronic methods to enter and record information
  • monitoring and assessing the performance of transport services
  • identifying transport services non-compliance

The EPAO should contact the employer to ensure the apprentice's activities for the day will be aligned to the skills to be observed.

These activities provide the apprentice with the opportunity to demonstrate the KSBs mapped to this assessment method.

The independent assessor must ask questions. Questioning can occur both during and after the observation.

The purpose of the questions is:

  • to seek clarification where required
  • to assess the level of competence against the grading descriptors

The time for questioning is included in the overall assessment time. The independent assessor must ask at least 3 questions. To remain as unobtrusive as possible, the independent assessor should ask questions during natural stops between tasks and after completion of work rather than disrupting the apprentice’s flow. The independent assessor must use the questions from the EPAO’s question bank or create their own questions in line with the EPAO’s training. Follow-up questions are allowed where clarification is required.

The independent assessor must ask questions about KSBs that were not observed to gather assessment evidence. These questions are in addition to the above set number of questions for the observation with questions and should be kept to a minimum.

The independent assessor must make the grading decision. The independent assessor must assess the observation and responses to questions holistically when deciding the grade.

The independent assessor must keep accurate records of the assessment. They must record:

  • the KSBs observed
  • the apprentice’s answers to questions
  • the KSBs demonstrated in answers to questions
  • the grade achieved

Assessment location

The observation with questions must take place in the apprentice’s normal place of work for example, their employer’s premises or a customer’s premises. Equipment and resources needed for the observation must be provided by the employer and be in good and safe working condition.

Questioning that occurs after the observation should take place in a suitable environment, for example a quiet room, free from distractions and influence.

Question and resource development

The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO must maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.  

The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.

The EPAO must produce the following materials to support the observation with questions:

  • independent assessor assessment materials which include:
    • training materials
    • administration materials
    • moderation and standardisation materials
    • guidance materials
    • grading guidance
    • question bank
  • EPA guidance for the apprentice and the employer

The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.

Interview underpinned by a portfolio of evidence

Overview

In the interview, an independent assessor asks the apprentice questions. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.

The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence.

Rationale

This assessment method is being used because:

  • it assesses KSBs holistically and objectively.
  • it allows for the assessment of KSBs that do not occur on a predictable or regular basis.
  • it allows for assessment of responses where there are a range of potential answers.
  • it can be conducted remotely, potentially reducing cost.

Delivery

The interview must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.

An independent assessor must conduct and assess the interview.

The purpose is to assess the apprentice’s competence against the following themes:

  • compliance
  • continuous improvement
  • communication and collaboration
  • legislation
  • environmental and sustainability
  • equity, diversity and inclusion
  • continuing professional development (CPD)

The EPAO must give an apprentice 14 days' notice of the interview.

The independent assessor must have at least 2 weeks to review the supporting documentation.

The apprentice must have access to their portfolio of evidence during the interview.

The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence however, the portfolio of evidence is not directly assessed.

The interview must last for 90 minutes. The independent assessor can increase the time of the interview by up to 10%. This time is to allow the apprentice to respond to a question if necessary.

The independent assessor must ask at least 10 questions. The independent assessor must use the questions from the EPAO’s question bank or create their own questions in line with the EPAO’s training. Follow-up questions are allowed where clarification is required.

The independent assessor must make the grading decision.

The independent assessor must keep accurate records of the assessment. They must record:

  • the apprentice’s answers to questions
  • the KSBs demonstrated in answers to questions
  • the grade achieved 

Assessment location

The interview must take place in a suitable venue selected by the EPAO for example, the EPAO’s or employer’s premises.

The interview can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.

The interview should take place in a quiet room, free from distractions and influence.

Question and resource development

The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO must maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.

The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.

The EPAO must ensure that the apprentice has a different set of questions in the case of re-sits or re-takes.

The EPAO must produce the following materials to support the interview underpinned by a portfolio of evidence:

  • independent assessor assessment materials which include:
    • training materials
    • administration materials
    • moderation and standardisation materials
    • guidance materials
    • grading guidance
    • question bank
  • EPA guidance for the apprentice and the employer

The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.

Grading

Observation with questions

Fail - does not meet pass criteria

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Handover and planning
K1 S1 S6

Responds to handover information, using it to undertake pre-planning activities in relation to transport services in line with organisational requirements (K1, S1, S6).

Creating a timetable, schedule, roster or diagram
K2 K3 S3 S15

Manages own workload to create timetables, schedules, rosters or diagrams in line with sector regulations and organisational procedures (K2, K3, S3, S15).

Revising a timetable, schedule, roster or diagram
K4 K5 S4

Revises timetables, schedules, rosters or diagrams in line with organisational procedures and sector regulations (K4, K5, S4).

Operating platforms
K6 K7 S5

Uses organisational digital platforms when creating or revising timetables, schedules, rosters or diagrams, in order to meet operational needs, complying with GDPR and cyber security requirements (K6, K7, S5).

Documentation
K21 S21

Records or enters information, paper based, or electronically, for work tasks in line with organisational procedures. (K21, S21).

Interview underpinned by a portfolio of evidence

Fail - does not meet pass criteria

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
Compliance
K10 K12 K13 K14 S9 S10 S11 S12 S13 B2

Explains how they monitor and assess the transport service, intervening and providing support when required. Describes how they ensure timetables, schedules, rosters or diagrams comply with sector specific legislation, regulations and organisational specific requirements, identifying instances of non-compliance (K10, K14, S9, S13).

Explains how they have responded to prolonged or persistent disruption to transport services in line with organisational procedures (K12, S10).

Explains how they respond and adapt to work demands, and have supported situations that have occurred due to unforeseen circumstances in line with organisational procedures and industry requirements, liaising with internal and external stakeholders as required (K13, S11, S12, B2).

Justifies their actions when responding to prolonged or persistent disruption to transport services (K12, S10).

Justifies the actions taken when they respond to situations that occurred due to unforeseen circumstances (K13, S11).

Continuous Improvement
K15 K16 S16

Explains organisational workload planning tools and techniques (K15).

Explains how they have made operational performance improvements to support teams objectives or key performance indicators (K16, S16).

 

 

 

 

Explains how their operational performance improvements have the potential to improve the work of the wider team or organisation (K16, S16).

 

 

Communication and collaboration
K8 K11 K17 K18 S7 S14 S17 S18 B3

Explains how they communicate verbally in a context suitable to the audience, for example, technical and non-technical data with colleagues, and stakeholders (K17, S17).

Explains how they communicate in a written context, suitable to the audience, for example, using plain English principles with internal and external customers, colleagues and managers. (K18, S18).

Explains how they collaborate within and across teams, and how they liaise with stakeholders to ensure access to travel routes and where required register timetables, schedules, rosters or diagrams (K8, S7, B3).

Explains how they escalate issues and tasks that are beyond the limit of their authority in line with organisational procedures (K11, S14).

 

N/A

Legislation
K9 S8

Explains how they comply with sector legislation, for example, union agreements, commercial contracts (K9, S8).

 

N/A

Environmental and Sustainability
K19 S19

Explains how they apply environmental and sustainability procedures in compliance with regulations, guidance and standards (K19, S19).

 

 

Explains how complying with regulations, guidance, standards and their company's procedures reduces the impact on the environment, justifying actions they have taken (K19, S19).

 

Equity, Diversity and Inclusion
K20 S20 B4

Describes how they act ethically and follow any equity, diversity and inclusion principles in their workplace. (K20, S20, B4).

 

 

N/A

Continuing Professional Development (CPD)
K22 S2 B1

Carry out and record their own planned and unplanned CPD in line with organisational CPD requirements (K22, S2, B1).

Explains how their CPD has made a difference to their work (K22, S2, B1).

Overall EPA grading

Performance in the EPA determines the overall grade of:

  • fail

  • pass

  • distinction

An independent assessor must individually grade the observation with questions and interview underpinned by a portfolio of evidence in line with this EPA plan.

The EPAO must combine the individual assessment method grades to determine the overall EPA grade.

If the apprentice fails one assessment method or more, they will be awarded an overall fail.

To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods. To achieve an overall distinction, the apprentice must gain a distinction in the interview underpinned by a portfolio of evidence and a pass in the observation with questions.

Grades from individual assessment methods must be combined in the following way to determine the grade of the EPA overall.

Observation with questions Interview underpinned by a portfolio of evidence Overall Grading
Fail Any grade Fail
Pass Fail Fail
Pass Pass Pass
Pass Distinction Distinction

Re-sits and re-takes

If the apprentice fails one assessment method or more, they can take a re-sit or a re-take at their employer’s discretion. The apprentice’s employer needs to agree that a re-sit or re-take is appropriate. A re-sit does not need further learning, whereas a re-take does. The apprentice should have a supportive action plan to prepare for a re-sit or a re-take.

The employer and the EPAO should agree the timescale for a re-sit or re-take. A re-sit is typically taken within 2 months of the EPA outcome notification. The timescale for a re-take is dependent on how much re-training is required and is typically taken within 4 months of the EPA outcome notification.

Failed assessment methods must be re-sat or re-taken within a 6-month period from the EPA outcome notification, otherwise the entire EPA will need to be re-sat or re-taken in full.

Re-sits and re-takes are not offered to an apprentice wishing to move from pass to a higher grade.

The apprentice will get a maximum EPA grade of if pass they need to re-sit or re-take one or more assessment methods, unless the EPAO determines there are exceptional circumstances.

Roles and responsibilities

Roles Responsibilities

Apprentice

As a minimum, the apprentice should:

  • complete on-programme training to meet the KSBs as outlined in the apprenticeship standard for a minimum of 12 months
  • complete the required amount of off-the-job training specified by the apprenticeship funding rules and as arranged by the employer and training provider
  • understand the purpose and importance of EPA
  • prepare for and undertake the EPA including meeting all gateway requirements

Employer

As a minimum, the apprentice's employer must:

  • select the EPAO and training provider
  • work with the training provider, where applicable, to support the apprentice in the workplace and to provide the opportunities for the apprentice to develop the KSBs
  • arrange and support off-the-job training to be undertaken by the apprentice 
  • decide when the apprentice is working at or above the apprenticeship standard and is ready for EPA
  • ensure the apprentice is prepared for the EPA
  • ensure that all supporting evidence required at the gateway is submitted in line with this EPA plan
  • confirm arrangements with the EPAO for the EPA in a timely manner, including who, when, where
  • provide the EPAO with access to any employer-specific documentation as required for example, company policies
  • ensure that the EPA is scheduled with the EPAO for a date and time which allows appropriate opportunity for the apprentice to meet the KSBs
  • ensure the apprentice is given sufficient time away from regular duties to prepare for, and complete the EPA
  • ensure that any required supervision during the EPA period, as stated within this EPA plan, is in place
  • ensure the apprentice has access to the resources used to fulfil their role and carry out the EPA for workplace based assessments
  • remain independent from the delivery of the EPA
  • pass the certificate to the apprentice upon receipt

EPAO

As a minimum, the EPAO must:

  • conform to the requirements of this EPA plan and deliver its requirements in a timely manner
  • conform to the requirements of the apprenticeship provider and assessment register
  • conform to the requirements of the external quality assurance provider (EQAP)
  • understand the apprenticeship including the occupational standard and EPA plan 
  • make all necessary contractual arrangements including agreeing the price of the EPA
  • develop and produce assessment materials including specifications and marking materials, for example mark schemes, practice materials, training material
  • maintain and apply a policy for the declaration and management of conflict of interests and independence. This must ensure, as a minimum, there is no personal benefit or detriment for those delivering the EPA or from the result of an assessment. It must cover:
    • apprentices
    • employers
    • independent assessors
    • any other roles involved in delivery or grading of the EPA
  • have quality assurance systems and procedures that ensure fair, reliable and consistent assessment and maintain records of internal quality assurance (IQA) activity for external quality assurance (EQA) purposes
  • appoint independent, competent, and suitably qualified assessors in line with the requirements of this EPA plan
  • appoint administrators, invigilators and any other roles where required to facilitate the EPA
  • deliver induction, initial and on-going training for all their independent assessors and any other roles involved in the delivery or grading of the EPA as specified within this EPA plan. This should include how to record the rationale and evidence for grading decisions where required 
  • conduct standardisation with all their independent assessors before allowing them to deliver an EPA, when the EPA is updated, and at least once a year 
  • conduct moderation across all of their independent assessors decisions once EPAs have started according to a sampling plan, with associated risk rating of independent assessors 
  • monitor the performance of all their independent assessors and provide additional training where necessary 
  • develop and provide assessment recording documentation to ensure a clear and auditable process is in place for providing assessment decisions and feedback to all relevant stakeholders 
  • use language in the development and delivery of the EPA that is appropriate to the level of the apprenticeship
  • arrange for the EPA to take place in a timely manner, in consultation with the employer
  • provide information, advice, and guidance documentation to enable apprentices, employers and training providers to prepare for the EPA
  • confirm the gateway requirements have been met before they start the EPA for an apprentice
  • arrange a suitable venue for the EPA
  • maintain the security of the EPA including, but not limited to, verifying the identity of the apprentice, invigilation and security of materials
  • where the EPA plan permits assessment away from the workplace, ensure that the apprentice has access to the required resources and liaise with the employer to agree this if necessary
  • confirm the overall grade awarded
  • maintain and apply a policy for conducting appeals

Independent assessor

As a minimum, an independent assessor must: 

  • be independent, with no conflict of interest with the apprentice, their employer or training provider, specifically, they must not receive a personal benefit or detriment from the result of the assessment
  • have, maintain and be able to evidence up-to-date knowledge and expertise of the occupation
  • have the competence to assess the EPA and meet the requirements of the IQA section of this EPA plan
  • understand the apprenticeship’s occupational standard and EPA plan
  • attend induction and standardisation events before they conduct an EPA for the first time, when the EPA is updated, and at least once a year
  • use language in the delivery of the EPA that is appropriate to the level of the apprenticeship
  • work with other personnel, where used, in the preparation and delivery of assessment methods
  • conduct the EPA to assess the apprentice against the KSBs and in line with the EPA plan
  • make final grading decisions in line with this EPA plan
  • record and report assessment outcome decisions
  • comply with the IQA requirements of the EPAO
  • comply with external quality assurance (EQA) requirements

Training provider

As a minimum, the training provider must: 

  • conform to the requirements of the apprenticeship provider and assessment register
  • ensure procedures are in place to mitigate against any conflict of interest
  • work with the employer and support the apprentice during the off-the-job training to provide the opportunities to develop the KSBs as outlined in the occupational standard
  • deliver training to the apprentice as outlined in their apprenticeship agreement
  • monitor the apprentice’s progress during any training provider led on-programme learning
  • ensure the apprentice is prepared for the EPA
  • advise the employer, upon request, on the apprentice’s readiness for EPA
  • ensure that all supporting evidence required at the gateway is submitted in line with this EPA plan
  • remain independent from the delivery of the EPA

Reasonable adjustments

The EPAO must have reasonable adjustments arrangements for the EPA.

This should include:

  • how an apprentice qualifies for a reasonable adjustment
  • what reasonable adjustments may be made

Adjustments must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.

Special considerations

The EPAO must have special consideration arrangements for the EPA.

This should include:

  • how an apprentice qualifies for a special consideration
  • what special considerations will be given

Special considerations must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.

Internal quality assurance

Internal quality assurance refers to the strategies, policies and procedures that an EPAO must have in place to ensure valid, consistent and reliable EPA decisions.

EPAOs for this EPA must adhere to the requirements within the roles and responsibilities table.

They must also appoint independent assessors who:

  • have recent relevant experience of the occupation or sector to at least occupational level 3 gained in the last 2 years or significant experience of the occupation or sector

Value for money

Affordability of the EPA will be aided by using at least some of the following:

  • completing applicable assessment methods online, for example computer-based assessment
  • utilising digital remote platforms to conduct applicable assessment methods
  • using the employer’s premises
  • conducting assessment methods on the same day

Professional recognition

This apprenticeship is not aligned to professional recognition.

KSB mapping table

Knowledge Assessment methods
K1

Sector and organisational specific handover information, from internal and external stakeholders, for example, crew numbers, crew replacement plans, train plans, planned maintenance activities

Back to Grading
Observation with questions
K2

Sector regulations that need to be considered when creating timetables, schedules, rosters or diagrams.

Back to Grading
Observation with questions
K3

Organisational procedures to create timetables, schedules, rosters or diagrams: transport services, contractual, passenger expectation, commercial.

Back to Grading
Observation with questions
K4

Sector regulations that need to be considered when revising timetables, schedules, rosters or diagrams in the case of special events, or unforeseen circumstances.

Back to Grading
Observation with questions
K5

Organisational procedures to revise timetables, schedules, rosters or diagrams including sporting events, national and local agreements, weather.

Back to Grading
Observation with questions
K6

Organisational digital platforms that are used to create and revise timetables, schedules, rosters or diagrams. General data protection regulation (GDPR). Cyber security requirements.

Back to Grading
Observation with questions
K7

Methods of presenting timetables, schedules, rosters or diagrams, for example, using software platforms, the actual communication to wider external stakeholders.

Back to Grading
Observation with questions
K8

Access requirements that are required for travel routes, including access plans, visa and qualification requirements, power types, registration of timetable, schedule, roster or diagram.

Back to Grading
Interview underpinned by a portfolio of evidence
K9

Sector specific legislation and other requirements that must be complied with when creating or revising timetables, schedules, rosters or diagrams, for example, union agreements, commercial contracts

Back to Grading
Interview underpinned by a portfolio of evidence
K10

Organisational procedures for monitoring and assessing the performance of transport services.

Back to Grading
Interview underpinned by a portfolio of evidence
K11

Organisational procedures for escalating transport services performance issues identified from monitoring and assessment activities within their limits of authority.

Back to Grading
Interview underpinned by a portfolio of evidence
K12

Organisational procedures and industry specific practices for responding to, and dealing with prolonged or persistent disruption, for example, weather conditions, mechanical issues, public events.

Back to Grading
Interview underpinned by a portfolio of evidence
K13

Organisational procedures and industry specific practices for supporting situations caused by unforeseen circumstances.

Back to Grading
Interview underpinned by a portfolio of evidence
K14

Compliance requirements of the organisation and wider industry in relation to transport services.

Back to Grading
Interview underpinned by a portfolio of evidence
K15

Workload planning tools and techniques.

Back to Grading
Interview underpinned by a portfolio of evidence
K16

Organisational and industry specific objectives and key performance indicators (KPIs).

Back to Grading
Interview underpinned by a portfolio of evidence
K17

Verbal communication techniques. Giving and receiving data and information. Matching style to audience. Industry terminology.

Back to Grading
Interview underpinned by a portfolio of evidence
K18

Techniques for written communication, plain English principles.

Back to Grading
Interview underpinned by a portfolio of evidence
K19

Impact of the sector on the environment. Efficient use of resources. Recycling, reuse, and safe disposal of waste.

Back to Grading
Interview underpinned by a portfolio of evidence
K20

Principles of equity, diversity, and inclusion in the workplace.

Back to Grading
Interview underpinned by a portfolio of evidence
K21

Documentation: methods and requirements - electronic and paper.

Back to Grading
Observation with questions
K22

CPD (planned and unplanned) and recording methods.

Back to Grading
Interview underpinned by a portfolio of evidence
Skill Assessment methods
S1

Respond to sector and organisational specific handover data.

Back to Grading
Observation with questions
S2

Carry out and record CPD.

Back to Grading
Interview underpinned by a portfolio of evidence
S3

Create timetables, schedules, rosters or diagrams.

Back to Grading
Observation with questions
S4

Revise timetables, schedules, rosters or diagrams.

Back to Grading
Observation with questions
S5

Use organisational digital platforms, for example, ATTUne, AIMs, Omnibus. Comply with GDPR and cybersecurity requirements.

Back to Grading
Observation with questions
S6

Undertake pre-planning activities to identify considerations to be made in relation to transport services, for example, research country specific medical and visa requirements, review local, national and international events calendars, consider transport service capacity

Back to Grading
Observation with questions
S7

Liaise with internal and external stakeholders to ensure access to travel routes and where required, register timetables, schedules, rosters or diagrams.

Back to Grading
Interview underpinned by a portfolio of evidence
S8

Comply with sector legislation for example union agreements, commercial contracts.

Back to Grading
Interview underpinned by a portfolio of evidence
S9

Monitor and assess the performance of transport services, intervening and providing support when required.

Back to Grading
Interview underpinned by a portfolio of evidence
S10

Respond to prolonged or persistent disruption to transport services, ensuring solutions take into consideration the requirements of internal and external stakeholders.

Back to Grading
Interview underpinned by a portfolio of evidence
S11

Support situations that occur due unforeseen circumstances, contributing where required in line with organisational procedures and industry specific practices, for example, emergency situations, extreme weather conditions, industrial action.

Back to Grading
Interview underpinned by a portfolio of evidence
S12

Liaise with internal and external stakeholders to ensure full support is offered during situations that occur due to unforeseen circumstances, for example, emergency situations, extreme weather conditions, industrial action.

Back to Grading
Interview underpinned by a portfolio of evidence
S13

Identify non-compliance in transport services through monitoring activities.

Back to Grading
Interview underpinned by a portfolio of evidence
S14

Escalate situations to the appropriate person or authority.

Back to Grading
Interview underpinned by a portfolio of evidence
S15

Manage own workload to ensure that contributions to organisational objectives meet all requirements.

Back to Grading
Observation with questions
S16

Make operational performance improvements.

Back to Grading
Interview underpinned by a portfolio of evidence
S17

Communicate with others verbally for example, colleagues and stakeholders.

Back to Grading
Interview underpinned by a portfolio of evidence
S18

Communicate in writing with others for example, internal and external customers, colleagues, and managers.

Back to Grading
Interview underpinned by a portfolio of evidence
S19

Comply with regulations, standards, and guidance, including environmental and sustainability regulations.

Back to Grading
Interview underpinned by a portfolio of evidence
S20

Follow equity, diversity, and inclusion principles.

Back to Grading
Interview underpinned by a portfolio of evidence
S21

Record or enter information - paper based or electronic. For example, risk assessments, handover documents, work sheets, checklists, and any legal reporting requirements

Back to Grading
Observation with questions
Behaviour Assessment methods
B1

Committed to maintaining and enhancing competence of self through Continuing Professional Development (CPD).

Back to Grading
Interview underpinned by a portfolio of evidence
B2

Respond and adapt to work demands and situations.

Back to Grading
Interview underpinned by a portfolio of evidence
B3

Collaborate within teams, across disciplines and with internal and external stakeholders.

Back to Grading
Interview underpinned by a portfolio of evidence
B4

Act ethically.

Back to Grading
Interview underpinned by a portfolio of evidence

Mapping of KSBs to grade themes

Observation with questions

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Handover and planning
K1
S1 S6

Sector and organisational specific handover information, from internal and external stakeholders, for example, crew numbers, crew replacement plans, train plans, planned maintenance activities (K1)

Respond to sector and organisational specific handover data. (S1)

Undertake pre-planning activities to identify considerations to be made in relation to transport services, for example, research country specific medical and visa requirements, review local, national and international events calendars, consider transport service capacity (S6)

None

Creating a timetable, schedule, roster or diagram
K2 K3
S3 S15

Sector regulations that need to be considered when creating timetables, schedules, rosters or diagrams. (K2)

Organisational procedures to create timetables, schedules, rosters or diagrams: transport services, contractual, passenger expectation, commercial. (K3)

Create timetables, schedules, rosters or diagrams. (S3)

Manage own workload to ensure that contributions to organisational objectives meet all requirements. (S15)

None

Revising a timetable, schedule, roster or diagram
K4 K5
S4

Sector regulations that need to be considered when revising timetables, schedules, rosters or diagrams in the case of special events, or unforeseen circumstances. (K4)

Organisational procedures to revise timetables, schedules, rosters or diagrams including sporting events, national and local agreements, weather. (K5)

Revise timetables, schedules, rosters or diagrams. (S4)

None

Operating platforms
K6 K7
S5

Organisational digital platforms that are used to create and revise timetables, schedules, rosters or diagrams. General data protection regulation (GDPR). Cyber security requirements. (K6)

Methods of presenting timetables, schedules, rosters or diagrams, for example, using software platforms, the actual communication to wider external stakeholders. (K7)

Use organisational digital platforms, for example, ATTUne, AIMs, Omnibus. Comply with GDPR and cybersecurity requirements. (S5)

None

Documentation
K21
S21

Documentation: methods and requirements - electronic and paper. (K21)

Record or enter information - paper based or electronic. For example, risk assessments, handover documents, work sheets, checklists, and any legal reporting requirements (S21)

None

Interview underpinned by a portfolio of evidence

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Compliance
K10 K12 K13 K14
S9 S10 S11 S12 S13
B2

Organisational procedures for monitoring and assessing the performance of transport services. (K10)

Organisational procedures and industry specific practices for responding to, and dealing with prolonged or persistent disruption, for example, weather conditions, mechanical issues, public events. (K12)

Organisational procedures and industry specific practices for supporting situations caused by unforeseen circumstances. (K13)

Compliance requirements of the organisation and wider industry in relation to transport services. (K14)

Monitor and assess the performance of transport services, intervening and providing support when required. (S9)

Respond to prolonged or persistent disruption to transport services, ensuring solutions take into consideration the requirements of internal and external stakeholders. (S10)

Support situations that occur due unforeseen circumstances, contributing where required in line with organisational procedures and industry specific practices, for example, emergency situations, extreme weather conditions, industrial action. (S11)

Liaise with internal and external stakeholders to ensure full support is offered during situations that occur due to unforeseen circumstances, for example, emergency situations, extreme weather conditions, industrial action. (S12)

Identify non-compliance in transport services through monitoring activities. (S13)

Respond and adapt to work demands and situations. (B2)

Continuous Improvement
K15 K16
S16

Workload planning tools and techniques. (K15)

Organisational and industry specific objectives and key performance indicators (KPIs). (K16)

Make operational performance improvements. (S16)

None

Communication and collaboration
K8 K11 K17 K18
S7 S14 S17 S18
B3

Access requirements that are required for travel routes, including access plans, visa and qualification requirements, power types, registration of timetable, schedule, roster or diagram. (K8)

Organisational procedures for escalating transport services performance issues identified from monitoring and assessment activities within their limits of authority. (K11)

Verbal communication techniques. Giving and receiving data and information. Matching style to audience. Industry terminology. (K17)

Techniques for written communication, plain English principles. (K18)

Liaise with internal and external stakeholders to ensure access to travel routes and where required, register timetables, schedules, rosters or diagrams. (S7)

Escalate situations to the appropriate person or authority. (S14)

Communicate with others verbally for example, colleagues and stakeholders. (S17)

Communicate in writing with others for example, internal and external customers, colleagues, and managers. (S18)

Collaborate within teams, across disciplines and with internal and external stakeholders. (B3)

Legislation
K9
S8

Sector specific legislation and other requirements that must be complied with when creating or revising timetables, schedules, rosters or diagrams, for example, union agreements, commercial contracts (K9)

Comply with sector legislation for example union agreements, commercial contracts. (S8)

None

Environmental and Sustainability
K19
S19

Impact of the sector on the environment. Efficient use of resources. Recycling, reuse, and safe disposal of waste. (K19)

Comply with regulations, standards, and guidance, including environmental and sustainability regulations. (S19)

None

Equity, Diversity and Inclusion
K20
S20
B4

Principles of equity, diversity, and inclusion in the workplace. (K20)

Follow equity, diversity, and inclusion principles. (S20)

Act ethically. (B4)

Continuing Professional Development (CPD)
K22
S2
B1

CPD (planned and unplanned) and recording methods. (K22)

Carry out and record CPD. (S2)

Committed to maintaining and enhancing competence of self through Continuing Professional Development (CPD). (B1)

Find an apprenticeship

Contact us about this apprenticeship

Employers involved in creating the standard: Airtanker Training, Aviation Industry Skills Board (AISB), British Airways, C2C, CPT, Crosby Training, Cross Country Trains, First Bus, Govia Thameslink Railway, Jet 2, Menzies Aviation, MTR Elizabeth Line, Network Rail, Seetec Outsource, Transpennine Express, Transport for West Midlands

Version log

Version Change detail Earliest start date Latest start date Latest end date
1.0 Approved for delivery 21/12/2023 Not set Not set

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