Mr A Knowles v Network Rail Infrastructure Ltd: 2600466/2016
Employment Tribunal
Published on 09 March 2017, 13:45
- Summary
- Employment Tribunal Decision.
- categories
-
disability-discrimination
- country
- england-and-wales
- decision date
- 2017-03-01
Official Documents
-
Mr A Knowles v Network Rail Infrastructure Ltd: 2600466/2016
Change History
-
First published.
Full Decision Text
Raw text extracted from the official documents.
RESERVED Case No: 2600466/16
Page 1 of 21
EMPLOYMENT TRIBUNALS
Claimant: Mr A Knowles
Respondent: Network Rail Infrastructure Ltd
Heard at: Nottingham
On: 27, 28, 29, 30 September 2016
Reserved to: 7 December 2016 (In Chambers)
Before: Employment Judge Milgate
Members: Miss C Munton
Mr A Saddique
Representation
Claimant: Miss A Hart of Counsel
Respondent: Mr Adkin of Counsel
REASONS FOR RESERVED
JUDGMENT
The Tribunal’s judgment was sent to the parties on 1 February 2017, dismissing
the Claimant’s claim. These are the reasons for that decision.
A. Claims and issues
1. By his Claim Form, presented to the Tribunal on 7 January 2016, the Claimant
brings various claims of disability discrimination against the Respondent. He
suffers from moderate high frequency permanent hearing loss, which is worse
in his left ear. The Respondent concedes that he is a disabled person under
the Equality Act 2010.
2. Until recently the Claimant worked for the Respondent as a Mobile Operations
Manager (MOM), a job that involves working alone on or near the railway
track. All employees performing this role are required by the Respondent to
pass a hearing test without the benefit of hearing aids. Unfortunately, as
explained below, the Claimant failed to pass the test on a number of
occasions. As a result he has been transferred from the MOM role to a job in
the Lincoln signal box where he continues to work. The Claimant alleges that
this on-going treatment by the Respondent amounts to a breach of the duty to
make reasonable adjustments and also to discrimination arising from disability.
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The duty to make reasonable adjustments: issues for determination
3. Under section 20 Equality Act 2010 (EqA 2010) the duty to make reasonable
adjustments arises in a number of situations including ‘where a provision
criterion or practice (PCP) [of the employer] puts a disabled person at a
substantial disadvantage in relation to a relevant matter in comparison with
persons who are not disabled’. In such circumstances the employer has a duty
‘to take such steps as it is reasonable to have to take to avoid the
disadvantage’.
4. The parties agreed that in this case the following PCPs were applied by the
Respondent:
a. a requirement that MOMs meet the following hearing standard, namely that
hearing loss shall not exceed 30 decibels averaged over frequencies 0.5, 1
and 2 kHz in either ear;
b. a requirement that MOMs pass the hearing test without the benefit of hearing
aids;
c. a practice whereby MOMs who fail the test are not permitted to work alone on
the track, with or without the benefit of hearing aids; and
d. a practice whereby the Respondent will not implement individual risk
assessments in respect of MOMs who do not pass the hearing test.
5. It was agreed that these PCPs put the Claimant at a disadvantage in
comparison with persons who were not disabled in that he was no longer able
to carry out his MOM role and had to take a job as a signalman which does not
provide him with the same job satisfaction. However there is a dispute as to
whether this amounts to a substantial disadvantage when compared to those
who are not disabled.
6. The Claimant’s case is that it would have been reasonable for the Respondent
to make the following adjustments:
(i) the Respondent should have facilitated the Claimant taking the hearing test
with the benefit of his hearing aids (a test which it is accepted he would have
passed);
(ii) the Respondent should have adjusted its policy to permit employees who are
able to meet the hearing standard with the benefit of hearing aids to work
alone on the track provided they pass a track side hearing assessment
(without hearing aids).
It is conceded by the Respondent that these adjustments would have
alleviated or removed the alleged disadvantage. The Tribunal must therefore
decide whether those adjustments are reasonable.
Discrimination arising from disability: issues for determination
7. Discrimination arising from disability is defined in section 15 EqA 2010 as
follows:-
‘15(1) A person (A) discriminates against a disabled person (B) if –
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(a) A treats B unfavourably because of something arising in consequence of
B’s disability, and
(b) A cannot show that the treatment is a proportionate means of achieving a
legitimate aim.’
8. There is no dispute that in this case the “something” arising in consequence of
the Claimant’s disability is his failure to pass the hearing test. Similarly, the
Respondent concedes that as a result the Claimant was treated unfavourably
because he was no longer allowed to carry out his MOM role and was
transferred to an alternative role which he does not enjoy. Accordingly, the
only issue is whether the Respondent can show that its treatment of the
Claimant is a proportionate means of achieving a legitimate aim.
B. Evidence
9. The Tribunal heard evidence from the Claimant on his own behalf. He also
called Mr Paul Clyndes, who is employed by the Rail, Maritime and Transport
Workers’ Union (RMT) as a Senior Health and Safety Officer. For the
Respondent, we heard from (i) Ms Jane Manders, who works for the
Respondent as an Occupational Health Specialist, (ii) Mr Andrew Brewitt, the
Claimant’s line manager and (iii) Mr Ashley Jackson, the Respondent’s
Operations Manager in Lincolnshire. There was an agreed bundle of nearly
800 pages.
10. Judgment was reserved to 7 December 2016. We decided that the claims
failed. Our conclusions were unanimous.
11. Judgment having been sent to the parties on 1 February 2017, these reasons
are now provided to explain our decision.
C. Findings of fact
Background
12. The Respondent owns and operates the majority of Britain’s rail infrastructure.
On 1 September 2014, it was reclassified as a public sector organisation.
Since then spending within the organisation has been under particular scrutiny
and it therefore has limited resources to research, investigate and analyse
proposed changes to medical standards.
13. The Claimant started working for the Respondent on 28 August 1984 and was
appointed to the role of Mobile Operations Manager (MOM) at some point in
2000. The Claimant enjoyed the MOM role and performed his duties well. In
his evidence to the Tribunal, Mr Jackson (the Lincoln Operations Manager)
described the Claimant as “a good, professional man”.
The MOM role
14. Workers performing the MOM role are required to attend trackside incidents
and are often the first of the Respondent’s employees to arrive at the scene of
an incident or emergency. As such they are effectively first responders and so
their work is varied and unpredictable. They work in all weathers and
sometimes have to operate in the dark. They frequently work alone on or near
the track, where they may be called upon to perform a range of duties
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including manually operating failed points or railway crossings, inspecting
broken rails, or removing objects from the line. Equally if there has been a
signals failure they may have to place a detonator on the track to slow a train
down. As a result they are often working in an inherently dangerous situation
and the role is classified within the industry as “safety critical”. The danger
posed is not simply being hit by a train. It is also the case, as Mr Jackson
made clear in his evidence to the Tribunal, that when a train passes by a
vacuum is created, creating a risk that an individual who is positioned too near
the track is sucked in. As a result workers will only be in a position of safety
when a train is passing if they are at least 1.25 metres from the nearest line on
which a train might approach, provided the speed limit on the line is no more
than 100 mph. If the speed limit is higher than the safe distance is at least 2
metres.
15. There was a lot of evidence about the duties of a MOM and the level of risk to
which he or she is actually exposed when carrying out his or her duties, given
the safe systems of work established by the Respondent. We accepted the
Claimant’s evidence that usually, when a MOM works on or near the line,
trains will not be running at full speed. However, as the Claimant conceded,
this is not invariably the case. One example, given by Mr Jackson, concerns
the situation where an automatic crossing fails, and a MOM is called upon to
operate the crossing manually. As part of this process the MOM will need to
place (and later remove) a red lamp and board on the line, after which he is
expected to retreat to a position of safety. To minimise the risk in this situation
an approaching train would normally be cautioned by a signaller and so should
be proceeding slowly. However, as Mr Jackson made clear if the signaller has,
for some reason, failed to caution the train it would be going at normal speed,
creating a very dangerous situation, particularly if that particular stretch of
track does not give the train driver good visibility of those working on the line
ahead. A MOM will then be largely reliant on his own ability to appreciate that
a train is approaching to avoid the danger.
16. Whilst good vision is the primary sense that a MOM will rely on to establish
that a train is approaching and to identify any risks, the Tribunal accepted the
evidence of Mr Jackson (who had himself performed the MOM role) that “on
an open line you also need to listen’ because sometimes you can hear a train
before you can see it. That evidence was supported to some extent by that of
Mr Clyndes, a Senior Health and Safety Officer for the RMT who gave
evidence for the Claimant. Mr Clyndes explained that the MOM role
sometimes requires the worker to walk along the track to get to the place
where he needs to work. In this situation the worker will, if possible, walk in the
opposite direction to the train in order to see it coming. However there are
circumstances where he will not able to do this, for example he may be
working on a line that is bi-directional.
17. There are other reasons why the ability to hear is an important safety factor. A
MOM may need to concentrate on the job in hand (for example if he is placing
a detonator on the line), and that may make it more difficult to rely on his
vision and keep looking up to check whether a train is coming. A MOM also
needs to be able to hear warning alarms when working on or near the line,
particularly because these days some trains are quieter than in the past. As a
result it will be the train horn or alarm, rather than the sound of the train, that
alerts the MOM to danger.
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18. There are a number of different kinds of alarm that operate on or near the
track. These include a train horn, a trackside safety alarm and a level crossing
alarm. There may also be shouted warnings from other staff or members of
the public.
19. The environment in which a MOM operates may well be a noisy one. There
was uncontested evidence to the effect that in Lincolnshire, where the
Claimant works, there could be agricultural machinery or scrap yards
operating close to the line. There could also be noise from military aircraft.
20. There is an office based component to the MOM role but a MOM will work on
or near the railway line for at least 20% of the time.
Industry hearing standards
21. The Respondent is subject to the provisions of the Railways and Other Guided
Transport Systems (Safety) Regulations 2006. Regulation 24 requires it to
ensure that staff involved in safety critical work are competent and fit to
undertake such activities. Safety critical work includes, but is not limited to, the
MOM role: see Part 4 regulations 23-26 of the 2006 Regulations. As a result of
these provisions the Respondent is obliged to have a medical fitness standard
(including a hearing standard) for all safety critical workers. However the
regulations are not prescriptive as to the precise standard to be applied: that is
a matter for the Respondent.
22. Guidance in setting medical standards is available from the Rail Safety
Standards Board (RSSB). This organisation is responsible for developing
industry wide standards. It has 73 member companies, including the
Respondent and three other infrastructure managers. Until relatively recently
the standards set by the RSSB were mandatory for the industry. However, as
Ms Manders (one of the Respondent’s Occupational Health Specialists)
explained to the Tribunal, that changed about six years ago and the RSSB
now produces guidance only.
23. The RSSB Guidance’s on hearing standards for a lone track worker (such as a
MOM) is based on a standard first introduced in the 1990s. This is set out in
the RSSB’s Guidance document published in March 2012 as follows:-
“Infrastructure managers ... should identify the hearing standards for each
occupation ... It should be noted that the widely adopted hearing standard for
persons who are required to maintain their own safety when working on or
near the line is that hearing loss should not exceed 30 decibels averaged over
frequencies of 0.5, 1 and 2 kHz”.
That passage is repeated word for word in the latest RSSB Guidance issued in
2014.
24. The 30 decibel standard is the benchmark currently accepted within the
industry for those working alone on or near the track. Despite the fact that the
RSSB standard is no longer mandatory there was no evidence that any of the
RSSB’s 73 member companies have diluted this standard and allowed the test
to be taken with hearing aids.
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The Respondent’s hearing standards
25. In order to comply with the 2006 Regulations the Respondent requires all
employees and contractors working on infrastructure managed by Network
Rail, who number many thousands, to comply with certain medical fitness
standards, including hearing standards. These standards are set out in a
document entitled ‘Competence Specific Medical Fitness Requirements’ (the
Medical Fitness Requirements’) published in 2008.
26. In the case of the hearing standard for MOMs the company has, alongside
others in the industry, decided to follow the RSSB Guidance and adopt the 30
decibel standard. As Ms Manders told the Tribunal, this standard is designed
to ensure that a worker has a minimum hearing level in a noisy environment
and that he can hear warning shouts and safety communications. Accordingly
paragraph 6.4 of the Medical Fitness Requirements provides that ‘Hearing loss
for Level 1 [which covers MOMs] should not exceed 30dB averaged over
frequencies of 0.5,1 and 2 kHz in either ear… Provided the standard is met
without the use of a hearing aid, a hearing aid may be used to improve hearing
further.’
27. Level 1 is the highest hearing standard applied by the Respondent and reflects
the fact that the MOM role is inherently dangerous because it requires lone
working on or near the line.
28. MOMs are subject to frequent hearing tests. If a MOM fails the hearing test
then he or she is not permitted to work unaccompanied on the line – even if
they can get their hearing to the required standard with the assistance of a
hearing aid. However they are allowed to continue working on the track,
provided they are accompanied at all times in which case they will be allowed
to use a hearing aid to improve their hearing.
The RSSB research: T664
29. In 2008, the RSSB commissioned research entitled “The use of digital hearing
aids by safety critical staff”, also known as T664. This research was prompted
by the fact that hearing aid technology had progressed rapidly and modern
digital hearing aids had overcome many of the limitations of older analogue
models. It was therefore felt that it was time to explore whether safety critical
staff diagnosed with impaired hearing should be permitted to continue working
if fitted with digital hearing aids.
30. Before the research commenced, the project was discussed with
representatives from both the RMT and ASLEF Unions. It was decided that
despite the all-embracing title of the research project, the scope of the project
would be restricted to train drivers, train managers (eg conductors and guards)
and platform staff. It would not cover track workers like the Claimant. The
reason for this decision appears to have been that when train crew failed the
test, they usually had to leave their posts, representing a loss to both the
industry and the individuals concerned. By contrast, track workers who failed
to meet the hearing standard could usually be found other roles or be
accommodated in some way so that they could keep working within the
industry. It was therefore considered more important for the research to focus
on train crew.
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31. In his evidence to the Tribunal Mr Clyndes (the RMT’s Senior Health and
Safety officer) candidly accepted that his union could have pushed for the
T664 research to have a broader remit so as to cover track based roles, but
that it failed to do so, leaving track workers like the Claimant outside the scope
of the project.
32. The T664 research project was a thorough and well planned piece of work,
taking about a year to complete. It included a safety analysis of the key risks
associated with impaired hearing. These included consideration of the risk if
the hearing aid batteries failed, whether the directional hearing ability of
workers would be sufficient when wearing hearing aids and the appropriate
hearing aid settings for different environments, whether hearing aids were
sufficiently waterproof and whether employees would be safe when at the
trackside and hear trains coming. To help assess these risks a trial involving
15 members of staff (five conductors and ten drivers) from a number of
different companies was set up. All fifteen of these workers had failed the
hearing test but were fitted with digitial hearing aids and allowed to resume
their duties. They were all monitored over a period of approximately six
months and were interviewed at intervals throughout the study. Operations
managers at the various companies were also interviewed as were a number
of other train crew. The study also included a detailed cost benefit analysis
33. At the end of the study the researchers produced two reports, a technical
report for audiologists and occupational health physicians, and a final
operational report for train operators and safety regulators. This latter report
ran to some 40 pages. Its conclusions were as follows:
“From our safety analysis which covered train drivers, train managers (eg
conductors and guards) and platform staff we have concluded that:-
the additional risk posed by staff with digital hearing aids undertaking
safety critical roles is minimal, subject to them working within a safe system of
work and
the majority of concerns identified by stake holders are either not
significant or can be readily managed by the application of appropriate
controls.”
The researchers therefore recommended that there could be a relaxation in
hearing standards for such staff, so that those who failed the hearing standard
could return to their jobs provided that they wore suitable digital hearing aids.
This was on the basis that the staff in question could be ‘expected to hear the
alarms, alerts and speech required to ensure that train operations are carried
out safely’. Their research also concluded that for most purposes hearing aids
should be set in the ‘omni-directional microphone setting’. However in noisy
situations the ‘directional setting’ might be more appropriate ie where the
hearing aid amplifies sounds from in front of the user rather than behind. A six
page safe system of work was also produced as part of the research project.
This includes a ‘retraining’ stage (applicable once a staff member had been
fitted with hearing aids). This is designed to ensure, amongst other things, that
‘the individual knows when to use the different programmes on the hearing aid
and their responsibilities’. The safe system of work had been tested on the 15
drivers and conductors who had taken part in the trial.
34. As noted above, the RSSB’s 2012 Guidance adopted the recommendations of
the T664 research project, summarising the research findings in Appendix C of
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the Guidance. There are some statements within Appendix C which, taken out
of context, appear to suggest that the conclusions of the research project can
be applied across the board to all safety critical roles (see Part C4). However
when the Guidance document is considered as a whole, it is clear that the
research was restricted in scope to train crews and platform staff only and that
the RSSB has not abandoned the 30 decibel standard for track-based staff.
This is apparent from paragraph GN20 of the Guidance which, as noted
above, states that ‘the widely adopted hearing standard for persons who are
required to maintain their own safety when working on or near the line is that
hearing loss should not exceed 30 decibels averaged over frequencies 0.5, 1
and 2 kHz in either ear’.
35. In addition, although Appendix C of the Guidance acknowledges that the
recommendations and methodology of the research project are relevant to
other safety critical roles, it does not advise wholesale application of those
recommendations to other safety critical roles. On the contrary the Guidance is
much more cautious, warning that before applying the recommendations more
widely, infrastructure managers and railway undertakings would need to
conduct ‘additional task analysis and risk assessment where a safety critical
role [such as the MOM role] differs significantly from train movement tasks.’
The latest version of the Guidance, published in 2014, is to the same effect.
36. Since 2008 the RSSB has not commissioned any further research into the use
of digital hearing aids for track-based workers, such as a MOM. There is
currently no other research being conducted in this area - whether by the
RSSB, the Respondent or any other organisation in the railway industry.
However there was limited evidence before us to the effect that since 2008
there have been technological advances in this area, for example in relation to
water resistant hearing aids and the compatibility of hearing aids with mobile
phones. However there was no evidence that this improved technology had
been tested in the context of lone track working.
The Respondent’s reasonable adjustments policy
37. The Respondent’s reasonable adjustments policy refers to the need to take
steps to remove, reduce or prevent the barriers that a disabled employee
faces at work. It gives examples of such barriers, including “inflexible
organisational procedures and practices”.
38. It also provides:
“If an adjustment would increase the risk to the health and safety of anybody,
including your disabled employee, then you should consider this when
deciding what is reasonable. Your decision must be based on a thorough
assessment of risk and not on assumptions.” (para 3)
The Claimant’s hearing loss
39. The Claimant has a history of longstanding hearing difficulties and suffers from
significant permanent hearing loss. The expert report commissioned for these
proceedings from Dr Hariri, a consultant audiovestibular physician, provides as
follows:-
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“[The Claimant] has high frequency permanent hearing loss. The loss is worse
in the left ear… The loss is likely to cause significant hearing difficulties for
everyday activities. Hearing difficulties are more noticeable in noisy
environments…
Mr Knowles would have more difficulties hearing high frequency sounds such
as consonants, woman and children’s voices, certain high frequency
telephone or warning rings/sounds… He will have difficulties hearing speech in
unfavourable listening conditions including noisy environments, group
situations or when Mr Knowles does not see the face of the person talking to
him ... his hearing for low tones is reasonable…
Mr Knowles’s hearing loss is moderate in severity around 50/ 60 decibels for
high frequency sounds... Mr Knowles is able to converse in quiet environments
at close distance, relying on hearing and lip reading. In noise the important
weak high frequency consonants are drowned by low frequency noise and
make conversation difficult. In noise, Mr Knowles might hear something but
he is unlikely to understand running speech or discriminate words. For
example, tea can be confused with sea and six with seven.
40. In line with this medical evidence, the Claimant accepts that he has difficulties
hearing speech where there is background noise (for example if he goes to a
pub that is crowded he cannot hear what anyone is saying). However he
maintains he does not have difficulty with lower frequency sounds such as
train horns.
41. Since June 2012 the Claimant has been provided with ‘behind the ear’ hearing
aids by the NHS. When he wears his hearing aids the Claimant’s hearing is
within the normal range so far as the 0.5, 1 and 2 kHz frequencies are
concerned and so he would meet the hearing standard if he took the test
wearing his hearing aids.
42. However the Claimant has not found the hearing aids to be completely
satisfactory as they amplify all sounds, not just the ones he wants to hear. As
a result, as he explained in his disability impact statement, if he wears them in
a noisy environment it can still be difficult to hear what is being said to him.
This is particularly true of the signal box where he now works, as it is noisy
and the sound in the room echoes because of the high ceiling. Because his
hearing aids amplify all sounds he is subjected to a cacophony of noise and
can find it difficult to hear what others are saying to him, sometimes being
forced to hold a discussion in the corridor to get over this problem. That being
the case he has tended not to wear his hearing aids when working as a
signalman, although he would wear them if he were allowed to go back to the
MOM role.
The events leading to this case
43. The Claimant attended for a routine hearing test on 29 February 2012. The
test was carried out by BUPA, the Respondent’s occupational health provider.
Unfortunately, the Claimant failed the hearing test as the average loss in his
left ear was 38.3 decibels: see paragraph E2 of Dr Harari’s report. As a result
BUPA declared the Claimant fit to work only with restrictions, including a
requirement that he be accompanied on the track. (Although the Claimant also
has some hearing loss in his right ear, it is only the left ear that has ever failed
the standard).
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44. A further hearing test was conducted by BUPA on 12 March 2012. Again, the
Claimant failed the hearing test in his left ear. Once again the average hearing
loss was 38.3 decibels and so the restrictions on his work remained. It was not
considered possible to provide a colleague to accompany the Claimant
whenever he was working on the track and so it was decided that he should
be temporarily redeployed as a signaller, where the hearing standard is not so
high. Although this job was on a lower grade than the MOM role, the
Claimant’s pay was protected.
45. The Claimant does not enjoy the signalman role. He finds it boring and
frustrating and misses the variety and engineering aspects of the work of a
MOM. He also finds the signal-box a noisy and unpleasant environment and,
as noted above, has particular problems when wearing his hearing aids. He
dislikes the job so much that he no longer volunteers for overtime, something
he did quite often when working as a MOM.
46. On 22 May 2012, the Claimant attended a review meeting with his line
manager, Andrew Brewitt to discuss his hearing problems. The Claimant told
Mr Brewitt that he was about to be provided with a hearing aid. However Mr
Brewitt told him that this would not resolve the problem. The test had to be
passed without the benefit of a hearing aids and so he could not go back to
the MOM role as things stood. However a vacancy at the Lincoln signalling
centre would be held open so that there would be a suitable and secure
position for the Claimant should he be unable to continue in the MOM role.
The Claimant was very disappointed by this response as he had hoped that he
would be allowed to return to the MOM role if he could meet the hearing
standard with the help of a hearing aid.
47. On 6 June 2012, the Claimant failed a third hearing test in his left ear. The
hearing assessment was carried out by Dr Hadley of BUPA. This time the
average loss was 31.6 decibels, only marginally outside the Respondent’s
hearing standard.
48. The Claimant felt that he could work safely on the track with hearing aids and
so he drew Dr Hadley’s attention to the T664 research project referred to
above. Dr Hadley considered this issue but advised the Respondent that the
RSSB guidance only referred to train drivers and the like and that “there is no
equivalent research guidance specifically for track workers whose work
conditions are not and cannot be controlled”. However he also commented
that “the employer may decide to allow a person to continue performing their
duties with a hearing aid after making an operational risk assessment and
instituting a safe system of work”.
49. Shortly after this assessment the Claimant raised a formal grievance arguing
that although the T664 research had been conducted on train drivers ‘the
testing proved conclusive enough to broaden the safety case to all safety
critical track workers’.
50. On 29 June 2012, the Claimant was fitted with hearing aids by the NHS. As
noted above he does not always wear these when working in the signal box.
51. On 7 July 2012, Dale Coupeland, a local Operations Manager, carried out a
paper-based risk assessment of the Claimant’s role. Mr Coupeland noted that
the Claimant might not be able to have sufficient audible warning of
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approaching trains when on the track and that other potential problems were
“inability to hear warning signals” and “communication (hearing and
understanding of instructions)”.
52. On 20 September 2012, a case conference about the Claimant was held in
London. Attendees included the Claimant’s line manager, Mr Brewitt, and
Chris Hext, the Respondent’s Head of Occupational Health and Safety.
However, having considered the tasks required of a MOM, the meeting
concluded that:-
‘With all the information available and after much sensitive deliberation… at
this present time there is not enough scientific evidence to challenge the
[Respondent’s hearing standard] and therefore any derogation is inappropriate
at this time.’
53. On 28 September 2012 the Claimant took it upon himself to arrange a hearing
test with a company named Express Medicals. This time the Claimant passed
the hearing test by a small margin. The Respondent therefore referred him to
BUPA for a further test. The BUPA assessment took place on 16 October
2012 but on this occasion the Claimant failed the test (making this the fourth
BUPA test he had failed). This time the average loss in his left ear was 41.7
decibels over the relevant frequencies, and so considerably below the required
standard of 30 decibels.
54. On 26 October 2012 the Claimant went back to Express Medicals and once
again passed their test. As a result the Company asked Miss Valmai Hughes,
one of the Respondent’s Occupational Health Specialists, to look into the
testing procedure used by Express Medicals. She concluded that Express
Medicals used a manual audiogram whereas BUPA used an automatic self
recorded system and that the latter gives a more accurate result. This
evidence was not challenged by the Claimant at the tribunal hearing.
55. It was decided that the Claimant should have a track side risk assessment
without hearing aids. This was carried out on 22 May 2013 by Melanie
Kitchen, an Operational Risk Assessor, and two health and safety advisers.
They stood by the side of the railway and asked the Claimant to tell them
when he heard any noise. She concluded that the Claimant heard all the
noises that those present heard and that, although the environment was noisy,
he could ‘hear trains whistling with no problems’.
56. Unfortunately in July 2013, the Claimant was involved in a cycling accident
leading to a broken shoulder. He remained off work on sick leave for over 12
months, save for a couple of weeks in February 2014. At that point, he took -
and passed - a BUPA hearing test, although the precise results of that test
were not included in the evidence before the Tribunal.
57. Due to the apparent fluctuations in the Claimant’s hearing, it was decided that
advice be sought from an ENT specialist. The Claimant duly attended for an
assessment with Professor Hartley, who was instructed by BUPA, on 22 May
2014 whilst still on sick leave. Once again he failed the hearing test with a 35
decibel average hearing loss in his left ear. Professor Hartley described his
hearing loss as ‘moderate to severe’, advising that the loss was likely to
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deteriorate with age and that ‘this might progress slightly more than one would
expect for individuals of a similar age’.
58. On 27 July 2014, the Claimant returned to work in the signal-box, having
recovered from his shoulder injury.
59. On 12 September 2014 a further track side risk assessment was carried out in
Lincoln. Once again the Claimant did not wear his hearing aids during the
assessment. No significant issues were identified.
60. On 25 September 2014 the Claimant had another BUPA hearing test and once
again failed to meet the hearing standard, with an average loss in his left ear
of 38.3 decibels. This meant that out of a total of seven tests carried out by
BUPA he had failed six. Dr Pearlman who carried out that assessment
suggested that ‘an individual risk assessment be undertaken and providing
that this is satisfactory to you as an organisation you may wish to allow him to
continue with his role with appropriate safe systems in place.’
61. On 14 October 2014, the Claimant attended an occupational health
assessment with Dr Farmer of BUPA. Dr Farmer suggested that the
Respondent should consider:
“...whether their policy and railway hearing standard could be modified to allow
an individual to meet the hearing standard through the use of hearing aids. I
presume this is not a decision which can be made on a local operational level
but rather at senior operational level”.
In this connection he also informed the Respondent that although the Claimant
was not wearing his hearing aids on a day-to-day basis he would be willing to
wear them if allowed to resume his MOM duties.
62. At the beginning of September 2015 the Claimant discovered that Jane
Manders, one of the Respondent’s Occupational Health Specialists, was about
to review the company’s medical standards with a view to updating them the
following year.
63. On 29 September 2015, the Claimant attended a review meeting to consider
the situation. This time the meeting was chaired by Mr Jackson. He was senior
to Mr Brewitt, who had previously dealt with the matter. During the meeting the
Claimant told Mr Jackson that there was about to be a review of medical
standards. Mr Jackson consulted Ms Manders but she could not confirm that
the hearing standard would be amended.
64. The meeting adjourned and when it resumed Mr Jackson told the Claimant
that he could not return to his position as a MOM due to medical restrictions.
Instead the company would move the Claimant on a permanent basis to the
signalling role and his MOM role would be advertised as a permanent job. He
also told him that his pay would be protected on a permanent basis. Mr
Jackson explained that he had based his decision on the current hearing
standards and the information available, including the advice from the
occupational health provider, namely that the Claimant’s condition was
fluctuating and permanent. He added that if the standards changed or there
was an improvement in the Claimant’s hearing and there was a MOM role
available, then the Claimant could apply for it.
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Current review
65. The Respondent is currently undertaking a review of some of its medical
fitness standards. The process began in 2015 when the Respondent’s then
occupational health advisers, OH Assist, produced a report on medical
standards in other countries and organisations. This report noted that
Transport for London applies the same hearing standard as the Respondent,
namely that the hearing loss of track workers must not exceed 30 decibels
averaged over the 0.5, 1 and 2 KhZ frequencies in either ear. TfL also insists
that track workers must meet this standard without the use of hearing aids. By
contrast the report found that the standards in Canada and Australia were not
as strict. The report went on to recommend that the Respondent’s standard be
relaxed in line with the Australian model, advising that a worker is likely to be
fit for safety critical work if hearing loss is less than an average of 40 decibels
over 0.5, 1, 2 and 3 kHz in the better ear and that where a worker fails the
hearing test he should be permitted to use hearing aids subject to an individual
risk assessment.
66. Following this report a project to review and update the Respondent’s medical
standards went live in January 2016. The aim was to draft new standards by
December 2016, albeit any changes would need to be evidence based to
ensure that safety was maintained.
67. As part of the project a working group was set up to lead the work. This group
included trade union representatives. In the spring of 2016 the working group
considered the recommendations of OH Assist in respect of the hearing
standard but decided not to pursue them. It was felt it would not be safe to
adopt the Australian model without further research as the Australian rail
network and infrastructure is very different to that in the UK. It was also felt
that, if the company was going to adopt a less stringent standard than that
adopted by the RSSB Guidance, it was crucial to have a formal safety
analysis, particularly as any change in the standard would affect not only the
Respondent’s own employees but also those of their contractors working on
the railway. As there were insufficient resources to conduct such a formal
analysis within the review process, the OH Assist recommendations could not
be supported.
68. Subsequently in July 2016, as a result of pressure on resources, the
Respondent’s Chief Health and Safety Officer decided to prioritise three
research projects for moving forward to the next stage of the review. This
decision was taken after consultation with the unions. The selected projects
are all in areas where there is research available to back up proposed
changes. Research into whether hearing aids should be permitted in track
based roles was not amongst them. Around the same time Jane Manders
recommended that the Respondent consider conducting a similar research
project to T664 for track workers. However at the time of the tribunal hearing
(which was only a few months later) this proposal had not been actioned by
the Respondent.
D. The relevant Law
69. The Equality Act 2010 (EqA 2010) contains provisions prohibiting
discrimination against disabled people within the workplace. So, for example,
RESERVED Case No: 2600466/16
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under section 39(2) EqA 2010 an employer must not discriminate against a
disabled employee by dismissing him or by subjecting him to any other
detriment.
70. Discrimination against a disabled person can take a number of forms. As
noted above in this case the Claimant alleges that the Respondent’s actions in
preventing him from continuing to perform the MOM role and then placing him
in an alternative role which did not give him the same job satisfaction
constituted discrimination arising from disability contrary to section 15 EA 2010
and was also in breach of the duty to make reasonable adjustments set out in
sections 20 and 21 Equality Act 2010.
71. Guidance on the interpretation of the Equality Act 2010 can be found in the
Equality and Human Rights Commission’s Code of Practice on Employment
2011 (the ‘Code of Practice’). Although this is not an authoritative statement of
the law it can be used in evidence in legal proceedings brought under the Act
and courts and tribunals must take its provisions into account where they
appear to be relevant.
The duty to make reasonable adjustments
72. Section 39(5) of EqA 2010 provides that an employer is under a duty to make
reasonable adjustments. As noted above, section 20 EqA 2010 sets out the
components of the duty, namely that a ‘provision criterion or practice (PCP) [of
the employer] puts a disabled person at a substantial disadvantage in relation
to a relevant matter in comparison with persons who are not disabled’ thereby
triggering the employer’s duty ‘to take such steps as it is reasonable to have to
take to avoid the disadvantage’: see EqA 2010 s20(3).
73. As Miss Hart pointed out in her skeleton argument on behalf of the Claimant,
the duty necessarily requires an employer to take positive steps to avoid any
substantial disadvantage and this may require employers to take additional
steps to help disabled people which they are not required to take for others so
as to enable the disabled person to stay in employment or have access to
employment: see Archibald v Fife Council [2004] UKHL 32 per Baroness
Hale at paras 47 and 57 and para 6.2 of the Code of Practice. In addition the
duty may be breached even if, as in Archibald, the employer has already
made a number of adjustments and gone to considerable lengths to find
alternative positions.
74. Consideration of the duty will usually be guided by the principles set out in the
well known case of Environment Agency v Rowan [2008] IRLR 20, as
modified by subsequent case-law. This case indicates that unless the Tribunal
has identified the PCP applied by or on behalf of the employer, the identity of
the non-disabled comparators (where appropriate) and the nature and extent
of the substantial disadvantage suffered by the Claimant then it is not in a
position to judge whether a particular adjustment is reasonable to prevent the
PCP placing the disabled person at a substantial disadvantage.
75. A substantial disadvantage is defined as one which is ‘more than minor or
trivial’: see s212(1) EqA 2010. The Code of Practice states that ‘whether such
a disadvantage exists in a particular case is a question of fact and is assessed
RESERVED Case No: 2600466/16
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on an objective basis’. This reflects the decision of the Court of Appeal in
Cave v Goodwin [2001] EWCA Civ 391.
76. It is clear that the test of whether a particular adjustment is reasonable is an
objective one. As a result the fact that the employer genuinely believed that
the making of a particular adjustment would be too disruptive or too costly will
not determine the matter. On the contrary, the Tribunal may have to substitute
its own view for that of the employer in determining whether an adjustment is
reasonable: see Smith v Churchills Stairlifts plc [2005] EWCA 1220.
Equally the employee’s view, however genuinely held, that the adjustment is
reasonable is irrelevant. It is also important to appreciate that the focus of the
inquiry is the adjustment itself, not the process adopted by the employer in
considering the matter. As Langstaff J put it in Royal Bank of Scotland v
Ashton [2011] ICR 632, EAT at paragraph 24:
‘The focus is on the practical result of the measures which can be taken. It
is not – and it is an error – for the focus to be upon the process of reasoning
by which a possible adjustment was considered... it is irrelevant to consider
the employer’s thought processes or other processes leading to the making or
failure to make a reasonable adjustment. It is an adjustment which objectively
is reasonable, not one for the making of which, or the failure to make which,
the employer had (or did not have) good reasons.’
77. The Equality Act does not specify particular factors that should be taken into
account in determining what is reasonable; ultimately what is reasonable will
depend on the circumstances of the case. So, for example, in Chief
Constable of Lincolnshire Police v Weaver EAT 0622/07 the EAT held that
the employment tribunal had erred in looking at the case only from the
employee’s perspective. It should have examined all the circumstances
including the wider operational objectives of the police force.
78. Bearing this general principle in mind, para 6.28 of the Code of Practice
suggests that the following factors may be taken into account:
(i) whether taking any particular steps would be effective in preventing the
substantial disadvantage;
(ii) the practicability of the step;
(iii) the financial and other costs of making the adjustment and the extent of any
disruption caused;
(iv) the extent of the employer’s financial or other resources;
(v) the availability to the employer of financial or other assistance to help make an
adjustment (such as advice through Access to Work) ; and
(vi) the type and size of the employer.
79. The Code of Practice also suggests that risk to health and safety is a relevant
factor to take into account in deciding whether it is reasonable to make the
adjustment.
80. The EAT in Tarbuck v Sainsbury Supermarkets Ltd [2006] IRLR 644 stated
that an employer would be ‘wise’ to consult with a disabled employee to be
better informed and acquainted with all the factors which may be relevant in
determining what adjustments could reasonably be made in all the
circumstances. The EAT in that case warned that “if the employer fails to do
RESERVED Case No: 2600466/16
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that then he is placing himself seriously at risk of not taking appropriate steps
because of his own ignorance”.
Discrimination arising from disability
81. Discrimination arising from disability is defined in section 15 EqA 2010, set out
in paragraph 7 above. In this case the only issue for the Tribunal’s
consideration is whether the Respondent can show that their treatment of the
Claimant was justified in the sense of being a proportionate means of
achieving a legitimate aim. The key elements of the test of justification derive
from the case-law of the European Court of Justice: see for example Bilka-
Kaufhaus GmnH v Weber von Hartz [1987] ICR 110, ECJ.
82. The test of justification is an objective one and the burden of proof lies on the
Respondent. They must produce evidence to support their assertion that the
treatment is justified. It is not enough to rely on generalisations.
83. The concept of a ‘legitimate aim’ is not defined in the EqA 2010. The Code of
Practice states at paragraph 4.28 that ‘the aim of the PCP should be legal,
should not be discriminatory in itself and must represent a real, objective
consideration’. The Code also states that the health welfare and safety of
individuals may qualify as legitimate aims provided the risks are clearly
specified and supported by evidence.
84. The Code also considers the meaning of proportionate, stating at paragraph
4.31 that EU law views treatment as proportionate if it is an ‘appropriate and
necessary’ means of achieving a legitimate aim. However it goes on to explain
that ‘necessary does not mean that the provision, criterion or practice is the
only possible way of achieving the legitimate aim; it is sufficient that the same
aim could not be achieved by less discriminatory means’.
85. Paragraph 4.30 also states:
“Deciding whether the means used to achieve the legitimate exercise are
proportionate involves a balancing exercise. An Employment Tribunal may
wish to conduct a proper evaluation of the discriminatory effect of the PCP as
against the employer’s reasons for applying it, taking into account all the
relevant facts’.
86. Finally the Code suggests that it will be difficult for an employer to objectively
justify unfavourable treatment where the employer has failed to make a
reasonable adjustment: see para 5.21. However even if the employer has
made a reasonable adjustment he may still subject a disabled person to
unlawful discrimination arising from disability: see para 5.22. As a result, as
Miss Hart pointed out in her skeleton argument, the fact that the Claimant was
redeployed to a signals post (in itself a reasonable adjustment) does not mean
that the unfavourable treatment is necessarily justified in this case.
E. Applying the law to the facts of this case.
The reasonable adjustments claim
Issue 1: Did the PCPs put the Claimant at a substantial disadvantage?
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87. As noted above, the Respondent conceded that the PCPs applied by the
Respondent put the Claimant at a disadvantage in comparison with a MOM
who was not hearing impaired, because their effect was to prevent the
Claimant from carrying out the MOM role, which in turn led to him being
transferred to the signals job which he disliked intensely. The question was
whether that disadvantage was substantial.
88. The Respondent argued that it was not, pointing to the fact that the signals job
was well within the Claimant’s capabilities. In addition his pay was protected.
89. We were not persuaded by that argument. The job involved both a loss of
status and a significant loss of job satisfaction. The Claimant was being asked
to work in a role he did not want to perform and in an environment that that he
found difficult to tolerate, especially when wearing his hearing aids. In these
circumstances the disadvantage he suffered was more than minor or trivial. It
was therefore substantial within the meaning of section 212(1) Equality Act
2010.
Issue 2: Were the adjustments reasonable?
90. As noted above, the Claimant relied on the following two adjustments:-
(i) the Respondent should have facilitated the Claimant taking the hearing test
with the benefit of his hearing aids, a test he would have passed; and
(ii) the Respondent should have adjusted its policy to permit employees who
are able to meet the hearing standard with the benefit of hearing aids to work
alone on the track provided they pass a track side hearing assessment.
91. We decided these adjustments were not reasonable for the following
reasons:-
(a) The MOM role is inherently dangerous because it requires lone working on
tracks whilst trains are still running. In exceptional circumstances those trains
could be running at full speed. Clearly if the Claimant were to be hit by a train
(or sucked into the vacuum created by the train’s forward motion) he could be
seriously injured or killed. In these circumstances safety has to be a
paramount consideration and a cautious approach is justified in assessing
whether any departure from the Respondent’s current practice is reasonable.
(b) Whilst vision is the primary sense relied on to alert a lone track worker to an
approaching train, we do not accept the Claimant’s submission that a safe
system of work depends solely on vision not hearing (see submission 62). On
the basis of the evidence before us we concluded that hearing is an important
secondary sense and part and parcel of any safe system. So for example, as
explained above, MOMs do not always walk in the opposite direction to the
approaching train and so may be reliant, at least in part, on the ability to hear
an approaching train or train horn. To take another example, the focus of the
MOM in an emergency situation may well be on the task in hand, so that he or
she does not look up to see whether a train is approaching as often as they
should. The ability to hear to a particular level is therefore an important safety
standard.
(c) Although Miss Hart suggested that the Claimant only failed the Respondent’s
tests by a ‘narrow margins’ so that his case was ‘borderline’, we concluded
that he had a significant hearing problem and that this had to be taken into
account when assessing the reasonableness of the proposed adjustments.
The fact was that the Claimant failed the hearing test in his left ear on six of
RESERVED Case No: 2600466/16
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the seven occasions when he was tested by BUPA (which uses the most
accurate method of assessment). These tests took place over a two and a half
year period, suggesting that the failure was not the result of an isolated issue,
such as a head cold, or that these were rogue results. In addition whilst his
average hearing loss on 6 June 2012 was 31.6 decibels - and so only slightly
outside the standard, - on other occasions the failure was more marked.
According to Dr Hariri’s expert report, on three occasions the average loss
was 38.3 decibels, on one occasion 35 decibels and on another occasion 41.7
decibels. Moreover Dr Hariri described the hearing loss as ‘moderate in
severity’. Dr Hartley went further, describing the Claimant’s hearing loss as
“moderate to severe’: see para 57 above.
(d) It cannot be said with any confidence that even if the Claimant wears his
hearing aids he will be as safe as someone who can meet the hearing
standard without them. On the contrary the amplification created by his
hearing aids in noisy environments presents considerable difficulties for the
Claimant and his ability to hear and differentiate a range of sounds including
speech and alarms against background noise in a range of weather and
lighting conditions is completely unproven.
(e) The Respondent adopts a proportionate approach to hearing standards and
has established a differentiated set of hearing levels, which are applied to
different roles. Given the dangers inherent in the MOM role, the standard for
this role has been set at the highest level - Level 1- to minimise the risks. This
is a considered approach, which allocates a standard on the basis of the
hazards associated with a particular role. It is not a blanket requirement
applied without thought or discrimination.
(f) The 30 decibel standard applied by the Respondent to the MOM role conforms
with the standard for lone track workers that is applied throughout the industry
and is reflected in the RSSB Guidance. Although the RSSB’s Guidance has
not been mandatory for at least six years it is notable that the Claimant
produced no evidence to show that any of the RSSB’s 73 members – including
three other infrastructure managers - have departed from the standard for a
role with duties comparable to that of a MOM, suggesting that it still has wide
spread support throughout the industry.
(g) Moreover there is a value in having a single consistent hearing standard
throughout the industry to avoid any confusion in the standard to be applied in
such a safety critical role.
(h) The Claimant argued that the RSSB standard had been significantly
undermined by the T664 research project and that it was no longer reasonable
to apply the 30 decibel standard on a pass/fail basis in light of the findings of
that research. However the T664 project was restricted to train drivers, train
managers (such as conductors) and platform staff. It did not apply to track
based roles like the MOM role, which are very different in nature. So, for
example, the usual working environment of a driver is inside the cab, whereas
a MOM works outside in all types of weather conditions and may well have to
communicate - whether by mobile phone or direct speech - against the
elements in a noisy environment. Similarly, whilst a train driver’s primary focus
can be expected to be on the track ahead of him, by contrast a MOM may be
inspecting or repairing equipment or putting a detonator on the line which
necessarily takes his attention away from approaching trains whilst the task is
being completed. So whilst the T664 research contained a very detailed
analysis of the safety risks associated with hearing aids, it did so within a
limited context. The special safety factors associated with lone working on or
near the line were simply not addressed.
RESERVED Case No: 2600466/16
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(i) A good example of the limited nature of the T664 project is the section of the
report that considers whether hearing aids will increase the risk to personal
safety at the trackside. Here one of the primary assumptions in determining
the level of risk is that a train driver or train crew-member will very rarely find
themselves on or near the track (see paragraph 4.18 of the final report). Of
course that is not the case with a worker performing the MOM role.
(j) As as result of the limited scope of the T664 research project there are a
number of potential safety risks associated with the use of hearing aids that
have not been subject to detailed research or analysis in the context of the
MOM role. These include - to name but a few - difficulties in communication
and the risk of not hearing a warning shout or alarm, the effect of the elements
on the operation of hearing aids, the risk of hearing aids malfunctioning or
becoming dislodged and the risks associated with changing the batteries in
adverse weather conditions. So for example, although the T664 research
considered the risk of hearing aid batteries running out, it is one thing to
change batteries in the confines of a cab; quite another to change them when
you are dealing with an emergency situation on a railway line in adverse
weather conditions and poor light.
(k) In this context it is relevant to note that although the RSSB has adopted the
recommendations of the T664 project in relation to train crew and platform
staff, it has not been prepared to apply those recommendations more widely.
As noted above, its most recent Guidance continues to accept that the 30
decibel standard is the appropriate industry standard for those working on or
near the track. In addition the Guidance expressly warns, when discussing the
T664 research, that ‘infrastructure managers…may need to conduct additional
task analysis and risk assessment where a safety critical role differs
significantly from train movement tasks’, thereby acknowledging the limitations
of the T664 project and the need for further research and analysis before there
is any dilution of the standard for other safety critical roles. For these reasons
the Tribunal takes the view that the recommendations of the T664 project do
not advance the Claimant’s case.
(l) However even if the T664 research cannot be applied to the Claimant’s role,
Miss Hart argues that the additional risk to his safety if he is allowed to wear
his hearing aids is minimal, and that in that context the proposed adjustments
are reasonable. In developing this argument she suggested that it would be
highly unlikely that the Claimant’s hearing aids would fail without warning, and
that even if they did the safe systems of work operated by the Respondent
mean that the risk of an accident is extremely small.
(m) However these assumptions are questionable. One of the examples that she
gives is where there is a points failure and the MOM is called upon to operate
the points manually. In this example it is assumed that, whilst the Claimant is
dealing with the points failure, all trains have been stopped and the points
operator has asked for adjacent lines to be blocked. It is also implicit in her
analysis that if, during this process, the batteries in the Claimant’s hearing aid
fail they can be changed. However in reality, as Mr Brewitt pointed out in is
evidence, systems do not always work as they should. In the points example it
is therefore possible that mistakes are made, so that whilst the MOM is on or
near the track trains are still running. Moreover Miss Hart’s analysis does not
address what would happen in that scenario if the battery in the Claimant’s left
hearing aid were to fail. At what stage in the process of operating the points is
it anticipated he will change his batteries? And would it be possible to do this
successfully if the lighting is poor and there is a gale blowing? There is
therefore at least a risk in this situation that the Claimant’s hearing is
compromised, even though trains are running. To assume, in the absence of
RESERVED Case No: 2600466/16
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any detailed research equivalent to the T664 project, that this risk is minimal is
in our view a step too far, a view endorsed by the Respondent’s reasonable
adjustments policy which states that where an adjustment might increase the
risk to anyone’s health and safety the employer’s decision must be based on a
thorough assessment of risk rather than on assumptions.
(n) In addition when considering adjustments to such a safety critical role we were
not persuaded that a track-side risk assessment without hearing aids -
however conscientiously performed – was any substitute for a formal research
project along the lines of the T664 project. As the description of the project at
paragraphs 32 and 33 above demonstrates, T644 was a detailed and rigorous
study lasting nearly a year. It included interviews with relevant staff, a six
month monitoring exercise, a detailed assessment of risk and a cost benefit
analysis. At the end of the study two reports were produced as well as a safe
system of work. By comparison the snapshot provided by a track-side
assessment is much more limited. In the first place such assessments are
likely to be somewhat artificial, as the worker being assessed will almost
certainly take pains to concentrate - as clearly he wishes to pass the test. By
contrast when he is actually working on the track in an emergency situation
there is always the chance, as Mr Adkin pointed out on behalf of the
Respondent, that he focuses his attention on the task in hand, rather than on
warning sounds. Secondly whilst the trackside assessment aims to assess the
Claimant’s ability to hear if his hearing aid fails, it does not address the
problems he experiences when wearing his hearing aids in noisy
environments and gives no indication whether he could, for example,
differentiate the sound of a train horn or a warning shout if there is agricultural
machinery operating by the side of the line and his hearing aid is amplifying all
the surrounding sounds.
(o) The absence of research in this area, despite the advances in technology that
have occurred in the last few years, is the result of decisions taken at both
industry and company level, in both cases after consultation with the rail
unions. At industry level, the decision by SSRB to restrict to restrict the scope
of the T664 research project was taken with the involvement of both ASLEF
and the RMT. Similarly the decision by the Respondent not to proceed with its
own review of the hearing standard was taken after consultation with the trade
unions and in light of the very real constraints presented by limited resources
(both financially and in terms of personnel) available. However the
Respondent clearly has no objection in principle to research going ahead in
this area. It is simply that in practice resources are limited and decisions about
the organisation’s priorities have to be made. Indeed Miss Manders was at the
time of the hearing still pressing for research to be done on the hearing
standard. As a result we do not regard this as a case where the employer has
deliberately dragged its feet or is cynically hiding behind the absence of
research to avoid its duties. It is simply that in an environment in which the
consequences of an accident are so serious and where there is an industry
standard which has widespread support, a cautious, evidence based approach
to changing standard is a reasonable one to adopt. Without research relevant
to the specific risks and operating environment the suggested adjustments are
not reasonable.
Discrimination arising from disability
RESERVED Case No: 2600466/16
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92. The only issue for determination in respect of this complaint was whether the
Respondent can show that its treatment of the Claimant is a proportionate
means of achieving a legitimate aim.
93. We had no doubt that protecting the health and safety of the Respondent’s
employees, and of rail passengers, is a legitimate aim, particularly in a safety
critical enterprise like the railways. (Indeed the Claimant sensibly conceded
the point). The question for us to consider is therefore whether applying the
hearing standard is a proportionate means of achieving that aim. Miss Hart
argued that it was not. She submitted that the risks associated with employing
the Claimant as a lone track worker were fanciful and that the refusal to allow
him to work in the MOM role with hearing aids was therefore not a
proportionate response.
94. As explained above, we do not accept that the risks associated with employing
the Claimant as a lone track worker can be regarded as slight, and we have
concluded that the considerations dealt with when considering reasonable
adjustments apply equally here and tip the balance in the Respondent’s
favour. Of these, we noted in particular that the Respondent operates a policy
that differentiates between roles and applies different medical standards to
different tasks or competencies. This means that an individual with a disability
who fails to meet a particular standard can be allotted an alternative role with a
less stringent medical fitness requirement, as happened in this case. In
addition the MOM role is particularly dangerous, involving lone working on or
near the line. This justifies a more stringent medical requirement. Given the
fact that the standard adopted by the Respondent has been accepted as a
benchmark for lone track working across the rail industry, that there is no
research that would justify a dilution of that standard and the shortcomings of
a track-side risk assessment we have concluded that the application of the
standard is proportionate in all the circumstances of this particular case.
_____________________________________
Employment Judge Milgate
Date 1 March 2017
RESERVED REASONS SENT TO THE PARTIES ON
07 March 2017
........................................................................................
FOR THE TRIBUNAL OFFICE
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