Competency requirements

• This category of medical is used if a worker is changing down a medical assessment category (i.e. Category 1 to Category 2 or 3; Category 2 to Category 3).

Person Verification

• Name on Medical Must match Cardholder name in RIW (Shortened version of name is accepted EG. Chris for Christopher)
• Date of Birth (DOB) for applicant must be shown on the medical (any page)

Verification of Results

• Cardholders name must be on fitness for duty page
• AHP name and signature must be present on fitness for duty page
• Fit for duty page present
• Fit for duty section must be ticked, and completed.
• The type of medical - 'change of category' - must be written on the fit for duty page.

Verification Details

• Assessment date (or appointment date) must be recorded on the fitness for duty page. This is the date the change of category came into effect. 
• Determination date is not to be accepted in place of the date of assessment
• For triggered medicals, the date of the last periodic medical must be written as the assessment date. This is to ensure the correct expiry is calculated.
• Medical has been completed by (or co-signed by) an ARA - AHP (Authorised Health Professional) doctor
• AHP's details should be shown (First and Last name OR First name initial with Last name and signature should be present)
• Relevant category of medical being changed to to be displayed on the fit for duty page  
• Category 1 medical document CAN be accepted in lieu of a category 3 rail medical but category 3 medical rules must be applied. This needs to be requested in writing by the relevant Employer Admin
• Black and white or colour is accepted
• Drug and alcohol testing results are not required to be displayed within the uploaded file. However, if the results are included, they must indicate a negative test result (unless declared positive but consistent with prescribed medication). Existing drug and alcohol results will be amended to fit in line with the new medical, unless explicitly indicated by the examining AHP, or a new drug & alcohol result is included.

Upload requirements

The issue date in RIW should be recorded as the date the assessment or appointment took place. This is the date the change of category came into effect.

• NOTE: The date for the signature requirement of the examining AHP should not be used in lieu of the assessment date if this information is missing from the form.
• NOTE: If you receive a medical document where more than one assessment date / date of completion is shown: Please use the assessment date from the fitness for duty page
• If this is a triggered medical the date of the last periodic medical must be written as the assessment date. This is to ensure the correct expiry is calculated. 
  
• When a triggered or change of category medical is entered in RIW, the previous/existing medical will expire, and will be reuploaded with a shortened expiry date to align with the assessment date of the new change of category medical.

• Change of category

• Triggered medical

• No example provided.