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


  • 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


  • 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.


  • 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

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