Safety overview

  • Walk around the machine and ensure there is space to fold out

  • Ensure any parts removed for transport are refitted, and any transport brackets etc removed.

  • Explain the need for the customer to read and understand the operation manual and spare parts manual

  • List the location of every e/stop including the engine kill button on the remote control

  • Point out and explain the safety warning stickers

  • Explain the use of the battery isolator

  • Explain the danger of high pressure oil

  • Explain each and every guard and the nip point it is covering and why they should not be removed

  • Explain the tracking operation and requirement for banks man

  • Explain and demonstrate lockout procedure

Pre-start

  • Explain to the customer the need for a pre-start every time and benefits of using a pre-check sheet:

  • Ensure all guards are fitted

  • That no damage has been done during transport / shipping damage

  • Identify wear components

  • Show maintenance schedules

  • Check that there are no loose parts or leaks

  • Check all lubricants and oils are at specified levels

  • Explain to the customer the benefit to keeping a log book with the machine so they can record:

  • Hours run

  • Location

  • Feed material

  • Damage

  • Condition of wear parts (skirts etc.)

  • Maintenance issues

  • Running records (engine load)

  • Running records (temperatures)

  • Identify to the customer the hydraulic components and their purpose around the plant

  • Identify to the customer the daily oil level checks

  • Diesel level and filler

  • Engine oil level and type used

  • Engine coolant level and type used

  • Hydraulic oil level and type used

  • Feeder gearbox oil level and type used

  • Urea level and where to fill

  • Greasing points around the machine

  • Track gearbox level and type used (not expected to be a daily check)

Navigating around the screens

  • Demonstrate and explain how to navigate around the control panel

  • Demonstrate and explain the alarm fault codes and warning lights - what to expect, how to find the history

  • Demonstrate and explain the engine, screen etc.

  • Demonstrate and explain the set-up screen

Maintenance

  • Explain the importance of having a structured maintenance procedure and the benefits

  • Point out the position for locking off the machine and how and when to lock out and tag out

  • How to use the spare parts manual to identify part numbers and order through dealer

  • Show the customer the detailed maintenance schedule in the operations manual, for daily checks through to 2000 hours

  • Point out to the customer the locations of all maintenance related components

  • Engine oil, fuel filters and separators – location of dipstick

  • Hydraulic filters, return r filters and suction filters and how to change

  • Tank breathers

  • Drain points

  • Explain to the customer how to tension and track / align Product and Feeder belts using adjusters and return rollers.

  • Explain to the customer how to check the product conveyor drive coupling.

  • Explain to the customer how to tension the tracks.

  • Give brief overview of the Urea system, tank, dosing unit, heating system, filter (if applicable)

  • Explain how to set belt scrappers

  • Explain how to change skirting rubbers (if applicable)

  • Point out the ECM and the importance of this being disconnected when welding.

Selecting a site position

  • Explain the need to prepare a firm / stable and level base

Tracking into position

  • Explain and demonstrate how to select tracking, how to track and manoeuvre slow and fast with the remote control and/or umbilical

Folding out

  • Explain to the customer how raise and lower the conveyor

  • Explain how to fold out from transport mode

Setting up

  • Explain how to adjust feeder speed (if applicable)

  • Explain how to set radial angle and speed (if applicable)

  • Explain how to set up stockpile level sensor (if applicable)

Starting and running the machine

  • Explain and demonstrate how to start the machine, explaining the sequence, the engine rpm.

  • Explain max operating pressures of conveyor so as not to overload

  • Demonstrate and explain any additional customer options (if applicable)

  • Demonstrate and explain conveyor angle adjustment

Shutting down the machine

  • Demonstrate and explain shutting down the machine.

Summary

  • Ensure the customer is happy with the procedure of how to fold down and prep for transport

  • Show the customer the contents of the operations manual and explain his need to read and understand

  • Show the customer how to use the spare parts manual

  • Explain the tool box contents.

Additional comments and sign off

  • Were there any quality issues or unseen circumstances which affected your ability to commission the machine at the customer’s site?

  • Handover carried out by:

  • Person inducted

  • Person
  • Add signature

  • Date Handover carried out

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. Any ratings or scores displayed in our Public Library have not been verified by SafetyCulture for accuracy. Users of our platform may provide a rating or score that is incorrect or misleading. You should independently determine whether the template is suitable for your circumstances. You can use our Public Library to search based on criteria such as industry and subject matter. Search results are based on their relevance to your search and other criteria. We may feature checklists based on subject matters we think may be of interest to our customers.