Title Page

  • Dealer name

  • Machine Model

  • Serial number

  • Hour meter reading at inspection

  • Customer name & address

  • Location
  • Commissioning date

  • Feeding from

  • Material type

  • Feeding to

  • Mesh size (Top)

  • Mesh size (Middle)

  • Mesh size (Bottom)

Safety overview

  • Risk assessment completed before commencing customer handover

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

  • Ensure any parts removed for transport are refitted

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

  • Specifically ensure that the customer reads the Safety chapter of the operations manual


  • 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

  • Mesh sizes

  • Condition of wear parts (skirts etc.)

  • Maintenance issues

  • Running records (engine load)

  • Running records (temperatures)

  • Point out to the customer all emergency stops around the machine

  • 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


  • 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

  • Lube oil filters, levels, fill point

  • Tank breathers

  • Drain points

  • Explain to the customer how to tension and track / align product and all conveyor belts using adjusters and return rollers

  • Explain how to operate the screen tension rams and replace mesh

  • Explain to the customer how to check the drive belt tension and how to re-tension on screen box (if applicable)

  • Point out the ECM controller and the importance of these to be disconnected when welding (if applicable)

  • Explain to the customer how to tension the tracks and identify damage

  • (Tier 4 only) Give a brief overview on the urea system, tank, dosing unit, heating system, filter (if applicable)

Selecting a site position

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

  • Failure to do so will cause uneven and premature wear of parts, etc.

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

  • Demonstrate how to prepare the screen unit for operation use.

  • Fold out and secure access ladders

Setting up

  • Explain and demonstrate how to control the feed of material to the screen box

Starting and running the machine

  • Explain and demonstrate how to start and operate the machine, explaining the sequence, the engine rpm, on the control panel

  • Demonstrate and explain the dust suppression system (if fitted)

  • Demonstrate any additional customer options (if fitted)

Shutting down the machine

  • Demonstrate and explain shutting down the machine in the correct sequence


  • Explain the need to keep the feed even spread across the screen area and maintain a steady flow

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. You should independently determine whether the template is suitable for your circumstances.