CM Operate Tractor/PTO/FEL Competency Assessment Checklist

• Document No.

• Name of Employee

• Date of assessment

  Date

• Name of Assessor (Farm Manager)

• Farm Name

• Vehicle being assessed

  Select Operate Tractor Operate Tractor Front End Loader Attach PTO Shaft to Tractor

  • Operate Tractor
  • Operate Tractor Front End Loader
  • Attach PTO Shaft to Tractor

• Yes

  No

  N/A

• - Competency checks are carried out to ensure that the operator is capable of operating the vehicle without direct supervision.
  - Competency checks can only be carried out by Farm Managers who have been trained and assessed as competent by a recognised training provider.
  - This assessment cannot cover every scenario but is indicative of the current skills and abilities of the operator.

• Vehicle Type

  Select Operate Tractor Operate Tractor Front End Loader Attach PTO Shaft to Tractor

  • Operate Tractor
  • Operate Tractor Front End Loader
  • Attach PTO Shaft to Tractor

Tractor Pre-Start Up

• Is the operator wearing suitable clothing and footwear?

  Yes

  No

  N/A

• Can they describe the purpose and correct use of controls?

  Yes

  No

  N/A

• Can they state why passengers are NOT to be carried? (Passenger seat for trainer only)

  Yes

  No

  N/A

• Do they know how to do a pre-operational check?

  Yes

  No

  N/A

• Did the operator check the operation and adjustment of brakes?

  Yes

  No

  N/A

• Other

Tractor operation

• Did operator put on seat belt (if fitted)?

  Yes

  No

  N/A

• Follows the manufacturers starting procedure

  Yes

  No

  N/A

• Knows where the kill switch is and how to operate it

  Yes

  No

  N/A

• Rides in a forward direction around a defined course (e.g. figure of 8 around obstacles, through gates, etc)

  Safe

  At Risk

  N/A

• Brakes at corner of defined course

  Yes

  No

  N/A

• Demonstrates how to reverse

  Safe

  At Risk

  N/A

• Rides the vehicle demonstrating control over more difficult terrain such as slope, gully and bank

  Safe

  At Risk

  N/A

• Knows about safe loads and attachments and where to get this information (e.g. Risk Manager SOP's)

  Yes

  No

  N/A

• Knows how to safely tow a trailer on flat terrain, through gateways and on slopes

  Safe

  At Risk

  N/A

• Able to safely reverse with trailer attached?

  Yes

  No

  N/A

• Knows about the Safe Operating Procedure, speed limits and farm no-go zones.

  Yes

  No

  N/A

• Knows what jobs the vehicle is to be used for (and what it is not to be used for)

  Yes

  No

  N/A

• Knows how to safely park and store the tractor

  Yes

  No

  N/A

• Additional notes/comments

• Operators must be able to demonstrate operational competency:

  Needs training

  Able to work under supervision

  Competent

  Able to train others

  n/a

Operate Front End Loader (FEL) (includes buckets and forks)

• Attaches correct implement for the task

  Yes

  No

  N/A

• Knows capacity and limitations of tractor and FEL

  Yes

  No

  N/A

• Can attach weights to correctly balance the tractor ( front and rear) if required

  Yes

  No

  N/A

• Checked hydraulic lines are securely connected?

  Yes

  No

  N/A

• Checked for position of overhead powerlines on proposed route

  Yes

  No

  N/A

• Familiar with hydraulic controls and checked for leaks?

  Yes

  No

  N/A

• Approaches load and engages load/fills bucket correctly

  Yes

  No

  N/A

• Secures load and carries it correctly

  Yes

  No

  N/A

• Demonstrates control over more difficult terrain such as slopes, gullies and banks

  Yes

  No

  N/A

• Knows how to release hydraulic pressure prior to removing hoses?

  Yes

  No

  N/A

• Operators must be able to demonstrate operational competency

  Needs training

  Able to work under supervision

  Competent

  Able to train others

  n/a

Attach PTO Shaft to Tractor

• Correctly attached to three point linkage and lowered to ground?

  Yes

  No

  N/A

• Power to PTO drive is disengaged?

  Yes

  No

  N/A

• Fully inspects shaft cover, spline and shaft (in good condition and greased)

  Yes

  No

  N/A

• Ensures tractor engine is off, in neutral and keys removed and park brake engaged

  Yes

  No

  N/A

• Correctly attaches PTO and secures shield with chain

  Yes

  No

  N/A

• Correctly removes and/or stores implement and/or vehicle correctly

  Yes

  No

  N/A

• Operator must be able to demonstrate operational competency

  Needs training

  Able to work under supervision

  Competent

  Able to train others

  n/a

• Managers signature

  Sign

• Employees signature

  Sign

• Upload completed form to employees Risk Manager Training Records