Assessor and Trainee name

  • Assessor

  • Trainee

  • Add media

  • Enter Date

Operator experence

  • Machines operated

  • Sites and terrain experience

  • Types of attachments

  • Industry qualifications or unit standads held, ie. site safe, lifting and slinging,

  • Have you seen, read and understood the SOP for Trenching and Spotters

  • Licences

Prepare for on site operations

  • Confirm job instructions

  • Explain any requirements regarding health and safety (TMP, PPE, Overhead lines 4m rule)

  • Permits or plans required (give some examples of what may be required, name at least 2

Visual inspection of work site

  • Assessment of hazards

  • Hazard ID completed, controls in place

  • Induct others to the worksite

  • Rules, guidelines and safety precautions around the machine, hard hats, certified lifting chains, seatbelts at least 2

  • Explain the blind spots of the machine and how it will be controlled

Pre Start Machine

  • Fuel

  • Oil

  • Water

  • Hydraulic fluid

  • Leaks

  • Service labels check, explain how you report service due

  • Start up and check gauges

  • Enter and exit using three points of contact. Explain this rule

  • Visual walk around machine explain the process

  • Identify any issues ( damage, loose bolts, etc) how are any issues reported

  • Add media

Manoeuvre and Control Machine

  • Smooth and precise operation through all positions

  • Maintain clearances with structures and services

  • Communication with spotter

  • Control other plant, vehicles and people around the machine

  • Add media

Tasks completed in a controlled precise manner

  • Loading
    1: Positioning of load vehicle, load with minimum spillage
    2: Load material evenly on vehicle
    3: Communication with load vehicle

  • Positioning

  • Load

  • Communication

  • Add media

  • Excavate
    1: Strip topsoil to correct depth and contour
    2: Excavate to the correct depth and level
    3: Carry materials in a safe manner ( watch awareness of operating environment)

  • Strip

  • Excavate

  • Carry

  • Add media

  • Trenching
    1: Construct open drains and trenches to line and level
    2: Back fill trenches to job specifications
    3: Explain responsibilities in relation to trenches

  • Backfill

  • Construct

  • Explain

  • Add media

  • Lifting and slinging
    1: Communication with dog man, surrounding staff
    2: Positioning and control of machine
    3: Explain rules/ requirements surrounding lifting and slinging

  • Communication

  • Positioning and control

  • Explain rules

  • Add media

  • Finishing
    1: Place and level to job tolerances
    2: Protect staff, kerbs, channels, survey pegs and structures
    3: Tidy site

  • Place and level

  • Protect

  • Tidy

  • Add media

Changing attachments

  • Can operate a manual quick hitch

  • Can operate a hydraulic quick hitch

  • Can attach hydraulic hoses for external attachments

  • Explain a check process to confirm that quick hitch is locked on attachment properly

  • Add media

  • 1: Change an attachment
    2: Pick up ancillary buckets
    3: Operate an attachment

  • Change

  • Pick up buckets

  • Operate an attachment

  • Add media


  • Explain safe handling and set up of ramps must include
    Hazard ID
    Securing pins, flat ground, swinging tailgates

  • 1: Loading, unloading on a transporter
    2: Loading, unloading on a flat deck using ramps
    3: Explain method of securing machine for transporting

  • Transporter

  • Flat deck

  • Explain

  • Add media

Assessment test

  • Correct entry and exit

  • When must you check the quick hitch safety lock

  • When is it ok to load on ramps with no securing pins

  • Who is ultimately responsible for the safety surrounding any plant they are operating

  • What must lifting equipment have

  • When is it OK not to wear your seatbelt

  • What is an exclusion zone

  • What action do you take with any unsafe plant

  • What is a near miss

  • What are your primary responsibilities surrounding Health and Safety

  • What is an isolation zone

  • When do you inspect your machine

  • What depth of trench must you batter or use trench shields in

Assessment result

  • Feedback

  • Slider assessment scale. Learner 1 to 3 full supervision at all times. Intermediate 3 to 5 full to limited supervision. (team member 6 months or more operating) Competent 5 to 8 limited to no supervision. (leading hand, multi skilled plant operator with 1to 3 years experience) Advanced 8 to 10 able to multi task operate and run sites affectively. (Foreman level 3 plus years experience)

  • Trainee

  • Assessor

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