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Driver-Operator Guide

Chapter 5—Heavy Equipment



Operators

Only qualified heavy equipment operators shall be permitted to operate heavy equipment. The qualification shall show on the operator’s OF-346, Operator’s Identification Card. Trainees shall operate heavy equipment only under the immediate supervision of a skilled and certified operator. For proper licensing, an employee must be recommended for licensing by the employee’s supervisor to a Certified Heavy Equipment License Examiner.

Operation

Know the equipment, its capabilities, and its limitations. Always operate the equipment properly for safety and maximum efficiency.

  1. Before operating an unfamiliar piece of equipment, read the operator’s manual. Do not assume that one piece of equipment will work exactly like a similar piece of equipment. For example, a Case 680H and a Cat 435 are both backhoes, but they are operated differently. Always read the operator’s manual provided by the manufacturer.

  2. Before operation, appraise the job and decide how the machine may best be used to accomplish the work.

  3. After the equipment has been started and all visual warnings have been released, operate the equipment under light loading. When normal temperatures are reached and proper operation checks are completed on all attached components, proceed with normal operation.

  4. Let the engine idle for 5 minutes before turning it off. This permits it to cool down gradually, which is especially important for turbocharged engines.

  5. Select the proper gears to do the job and minimize engine lugging. Avoid clashing gears when shifting.

  6. When operating over rough or rocky ground, use the lowest gear and idle the engine down.

  7. Make proper blade adjustments before starting operation and check the condition of the cutting edges regularly.

  8. Change the blade adjustments as necessary after making an experimental pass or two on the material you are working.

  9. For the most efficient use of equipment, always readjust the blade when the material changes.

  10. Never operate equipment with your feet resting on the brakes or clutch. (Place your feet on the pedals only when necessary.)

  11. Repair cracks or breaks immediately. Do not allow them to deteriorate beyond repair.

  12. To prevent equipment parked overnight and on weekends from being pilfered, park in a nearby secured area, or park out of sight of the public. Always protect equipment from vandalism.

Safety Rules

When machinery or equipment, including that under contract, is received, remodeled, or repaired, it shall be inspected for safe operating condition by a qualified person before it is turned over to the operator.

  1. Do not operate defective or unsafe equipment. “Red tag” it for repair.

  2. Investigate and correct hazards before moving machines into operating positions. Machines shall be located and operated in areas where operators will not be endangered by blasts, cave-ins, or other hazards. Operators shall move machines into blasting areas only after being instructed to do so by the person in charge.

  3. Stop all engines before refueling.

  4. When the fuel tank is being filled, keep the funnel or container in contact with the tank to avoid the possibility that a spark of static electricity might ignite the fuel.

  5. When changing operators, the person in charge shall discuss the plan of work, existing hazards, hand signals, and other safety aspects of the job with the new operator and crew.

  6. When not in use, any machines with parts that raise and lower, such as shovels, buckets, dozer blades, and skid loaders, shall be left with those parts resting on the ground.

  7. Provide additional fire extinguishers for machines that may cause fires, such as asphalt distributors.

  8. Do not stand directly in front of, or in back of, a self-propelled machine being started by another person.

  9. Do not attempt to start a piece of equipment while standing on the ground beside it.

  10. Do not go under or into dangerous places around equipment without notifying the operator and being on the lookout for hazards.

  11. Do not get on or off of moving equipment.

  12. Operate only the equipment that you are qualified and certified to operate.

  13. Provide ample clearance for a person between any solid material and the tail swing of a dragline, shovel, or crane.

  14. Use a sound-level meter to check all equipment for excessive noise levels. If noise exceeds 85 decibels, provide the operator with hearing protection, which must be worn.

  15. Keep cables in good repair and spooled properly. All cable fittings shall be positioned properly and tightened.

  16. Make a thorough preventive maintenance check at the beginning of each job.

  17. Have a journey-level mechanic inspect all equipment annually.

  18. Suspend all crawler-tractor operations during storms and continue the suspension until good traction is ensured.
Guards and Safety Devices
  1. Guards shall be supplied with all gears, sprockets, driver belt or chains, pulleys, drums, fans, or other hazardous moving parts.

  2. Guards shall not be removed or made ineffective, except while making repairs.

  3. Power for machines shall be shut off until repairs are made and guards are replaced.

  4. Operating platforms surfaced with nonskid material, footwalks, ladders, steps, handholds, guardrails, and toeboards necessary for safe operation shall be installed before a machine is operated.

  5. Suitable protection against falling objects, swinging loads, and similar hazards shall be provided for all operators.

  6. Safety glass or a Lexan-type material shall be used in enclosed cabs.
Signaling
  1. A competent flag person shall be posted at dangerous or congested points, near crews, and near blind areas.

  2. Only one person shall give signals.

  3. The correct use of hand signals shall be observed. Ensure that signals and instructions are clearly understood.

  4. The flag person shall get as close to the operator as safety permits so that the operator can clearly see signal movements.

  5. All signal motions shall be large enough to be understood by the operator. Repeat signal motions frequently.

  6. When a slow pull or easy move is wanted, the signal motions shall be made at a slow tempo; signal motions shall be faster for fast pulls or moves.

  7. The following signals shall be observed when directing drivers of vehicular or construction equipment, except when standard industrial specialized signals are agreed upon and understood in advance (Health and Safety Code Handbook)
Transporting Equipment
  1. Before moving heavy machinery, check the travel route for hazards, such as overhead and side clearance, culverts and bridges, and overhead lines.

  2. Know the load weight, width, and height; obtain all State and local permits; and comply with all requirements.

  3. Never haul a piece of equipment on a truck or trailer with a false bottom.

  4. Block heavy equipment sidewise and lengthwise on truck beds. Bind the equipment securely to the truck or trailer bed, both front and rear or on each side, with chain or cable, and tighten with load binders. Chains used as a component of a tiedown assembly must conform to the requirements of the most recent edition of the National Association of Chain Manufacturer’s welded and weldless chain specification applicable to all types of chain and must match load requirements. The load binders must be as strong or stronger than the tiedown assembly.

  5. Angle or remove tractor blades or secure a special permit to comply with State laws pertaining to the width of the load.

  6. Do not leave loose tires, planks, or other material on moving equipment.

Crawler-Tractor Operation

  1. Injuries from crawler-tractor operation are usually serious, often fatal. Practice defensive operation at all times. This means:
  1. Do not operate a crawler-tractor if any part of the control, hoist, or hydraulic system, including the steering and brakes, is not in safe operating condition. Notify the supervisor or mechanic if a crawler-tractor is unsafe.

  2. Before starting the engine of a direct-drive crawler-tractor, put the transmission in neutral, disengage the master clutch, and keep the blade down. For a power-shift transmission, place the transmission gearshift lever in neutral and lock it by placing the safety control in the on position.

  3. Keep clear of a crawler-tractor that is moving. To stop the operator, signal from a safe distance.

  4. When stopped and the engine of a direct-drive crawler-tractor is idling, put the transmission in neutral and engage the master clutch so the tractor cannot be jarred into gear. When motion is stopped and the engine of a power-shift type crawler-tractor is idling, apply the foot brake and lock in the safety control lever.

  5. On a direct-drive crawler-tractor, gently engage the master clutch, especially when going up a hill or pulling out of a ditch. On a power-shift crawler-tractor, select the proper gear and adjust the speed control lever for additional power.

  6. Always study the ground to be traveled and the job to be done. If you cannot see the ground clearly from the driver’s seat, dismount and examine it before proceeding, unless a spotter is available for guidance. Avoid setups for upsets.

  7. Always be especially careful around overhanging rocks, on rock slides, and near dead trees.

  8. Only a trainee or mechanic engaged in actual repair is permitted to ride on the seat with the operator, and then only if the slope is less than 30 percent. Exceptions may be made only during fire emergencies.

  9. Handholds to assist the operator when mounting and dismounting should be installed and maintained as necessary.

  10. A heavy mesh screen should be installed on the rear of the cab protector between the operator and the rear-mounted towing winch, to protect the operator’s back.

  11. Know the location of all persons nearby.

  12. Use extreme caution while going over obstacles when headed downhill. Be sure the slope is safe. Use caution when steering downgrade on steep slopes.

  13. Observe the safe limits of crawler-tractor operation on side slopes. Small narrow-gauge crawler-tractors are more dangerous than wide-gauge equipment.

  14. Reduce speed before making any turn or applying the brakes. When the speed of a crawler-tractor is doubled, the danger of overturning is increased four times.

  15. When on steep side slopes, take the following precautions:
  1. Lower the dozer blade whenever the operator dismounts.

  2. Do not get under an unblocked, raised blade for any purpose.

  3. When dozing downhill or over embankments, it is best to doze several loads to the edge of the hill and push the loads in one pass.
Hitching and Towing
  1. Do not ride on the drawbar, dozer blade, frame, or materials.

  2. Use a bar or stick to steer the coupling bar into drawbar jaws.

  3. When the towing winch is in operation, keep hands away from the cable and working parts.

  4. Look behind before backing up to slack the chain or cable. Do not take up slack in the chain or cable with a jerk.

  5. When towline is being hooked to the front pull hook, rest the blade on the line on soft ground or on a block or rock; then the worker can climb over the blade to attach the line.

  6. Hookers and other people directing or assisting on the ground shall stand clear of all chains and lines and shall stay away from the crawler-tractor for at least the length of the towline.

  7. When working near an electric powerline, the length of the cable attached to the load shall be at least 10 feet shorter than the distance from the tractor to the powerline so that the cable cannot strike the line.

  8. Operate the crawler-tractor so that it does not nose up or tip when pulling a heavy load upgrade or slide sideways when pulling around a sidehill.

  9. In most cases, the crawler-tractor should be stopped, taken out of gear, and the brake set before the load is released.

  10. After each work shift or after each hard haul, the crawler-tractor operator and towline setter shall inspect the equipment, including rope and eye splices on the winch, choker eye splices, and ferrules.

  11. Avoid sharp turns when pulling draft equipment such as carryalls or rippers. Do not “two-block” the sheaves.
Timber Operations
  1. Crawler-tractors used in dangerous, timbered country or in places where there is danger of falling objects, shall be equipped with protective canopies and an approved rollover protective structure (ROPS), including front (logging) sweeps and side screens that will protect the operator.

  2. Look for hazards, such as dangerous snags, green trees, and trees uprooted while piling brush.

  3. Before operating alone, crawler-tractor operators shall be skilled in pushing over trees. Never run the crawler-tractor into a tree and try to knock it over by speed and force. When felling trees, leverage can be increased by raising the dozer blade as high up the tree trunk as possible. If the tree measures more than 14 inches in diameter and is difficult to push over, it is best to make passes on three sides of the tree, cutting the roots. If the tree is still difficult to push over, build a ramp on the side opposite the fall. This will give the crawler-tractor added leverage. When the tree begins to fall, back away so that the upturning roots will not damage the crawler-tractor.

  4. When using a crawler-tractor to clear land, lower the blade just far enough into the ground to remove the brush and roots. Be alert for protruding trees and limbs when operating in timber or when piling brush.

  5. After the towlines are set, the setter moves to a safe place where the setter can see the operator, and vice versa, at all times. Both shall watch for falling trees and limbs and warn each other of dangers.

  6. The towline setter stays at least 10 feet behind the load.

  7. The towing winch is adjusted only when the motor is stopped. For adjustments requiring the motor to be in operation, put the transmission in neutral and engage the master clutch.

  8. Before work is done on the towing winch, lower the dozer blade to the ground.

  9. Do not hoist the dozer blade repeatedly with one corner caught under a stump or other heavy object. This may result in blade damage. Use the center of the blade rather than the corners for this type of operation.
Sidehill Operations
  1. A competent, well qualified, experienced person is needed to supervise and direct sidehill tractor operation. Such a person could be a construction superintendent, crew leader, or an equipment operator who knows tractor capabilities. This person has the responsibility to ensure project safety, the proper care of equipment, and to monitor production.

  2. Select only fully qualified equipment operators, experienced in firefighting, logging, or other tractor sidehill operations.

  3. Tractors must be in top mechanical condition.

  4. Sidehill operations can be very difficult. During these operations, it is particularly important for operators to be vigilant about safety and use mature judgment.

  5. Check equipment often enough to ensure that it is completely safe. Unsafe units must be shut down and repaired before continuing to work.

  6. All machinery must be equipped with ROPS, safety belts, and a rearview mirror positioned to give the operator full view of rear attachments.

  7. Check all work areas for loose logs, rocks, stumps, bedrock outcroppings, and similar hazards. Identify and remove all hazards before work begins. The safe maximum slope on which a crawler-tractor should be operated is 42 percent on firm ground. To operate on a maximum slope, the operator must control the machine, recognizing the following conditions that may upset tractor stability:
  1. Whenever slopes steeper than 45 percent must be worked, use the dozer blade to build a trail or roadway wide enough to accommodate the crawler-tractor.

All rollovers or tipping of crawler-tractors onto their sides will be investigated and reported to the regional forester. Operators in training will work only under the direct supervision of a qualified operator; they will not work on slopes steeper than 20 percent.

Fire Operations
  1. When crawler-tractors are operated in front of a fire, build a safety strip for retreat in case the fire makes a run. This is especially necessary when working along a ridgetop above fire in a canyon below.

  2. Avoid fast travel over rocky ground or through dense, unburned brush or stands.

  3. Generally, firefighters shall not try to outrun the head of a fast-moving fire. Instead, they should first try to get around to the flanks.
Terracing Operations
  1. Trainee operators shall not be allowed to operate a tractor on terracing work.

  2. When more than one crawler-tractor is working on a project, organize operations so that one crawler-tractor is working directly below another.

  3. Provide a safety scout where ground visibility is poor because of dense brush or weeds.

  4. Do not drag the dozer blade backward over rocks and stones.

  5. Limit heel trenching with the lower corner of the dozer blade to slopes no steeper than 35 percent.

  6. When moving downhill from one terrace to another, lower the dozer blade and back the crawler-tractor downhill.

  7. If the slope is steeper than 65 percent, build a road from one terrace to another.

Endloader and Scraper Operation

Endloaders
  1. Only the operator and trainee ride on the seat of the vehicle and then only when supervised by a competent crew leader.

  2. Be sure that the wheels or tracks are on firm ground.

  3. Pick up loads under the center of their weight.

  4. Start and stop machines slowly when raising and lowering the bucket and when traveling.

  5. Maintain and use the brakes properly.

  6. Avoid excessive slopes and speeds when traveling on roads.

  7. Work only at right angles to the bank or fills.

  8. Watch booms and buckets for clearance when working or moving.

  9. Take extreme care when working an endloader downhill.

  10. Install and maintain an automatic backup alarm.
Scrapers
  1. Block up the bowl to prevent it from dropping when changing the cutting edges or working underneath the scraper.

  2. Place blocks between the apron arms and scraper sides before the work is performed under the apron.

  3. Keep hands away from the cable, sheaves, and linkage while the unit is operating.

  4. Wear leather-faced gloves when handling cable.

  5. When traveling down a steep hill, be ready to drop the cutting edge to the ground to serve as a brake if the scraper should start to jackknife or get out of control.

  6. Replace weak or frayed cables immediately.
Grader Operation
  1. Be alert to the danger of fatigue caused by monotony on the job.

  2. Supervisors shall only allow competent operators to operate a grader. Trainees shall operate a grader only under the immediate supervision of a qualified operator.

  3. The operator is the only one allowed on a machine when it is in motion, unless the operator is instructing a trainee or a supervisor is directing the work.

  4. Never back a machine until you are certain that there are no hazards. Install and maintain an automatic backup alarm.

  5. Avoid clashing the gears and spinning the wheels.

  6. Mount and dismount a grader only when it is stopped and properly braked.

  7. Post Crew and Equipment Working signs and flags on the section of road being worked to warn and protect forest users.

  8. Plan blading so that a section can be completed each day. If a windrow must be left overnight, warning signs or lights shall be placed to warn motorists.

  9. If it is impossible to park the grader well off the road, post reflectors or flags to warn traffic.

  10. Keep the cab ventilated to avoid the effects of exhaust fumes. The exhaust tailpipe should be set at an angle of 45 degrees to the rear and right or left of the line of travel.

  11. Adjust levers or controls directly. Never reach through the steering wheel to adjust them.

  12. Watch the road for hazards. Dismount and look things over carefully if visibility is poor.

  13. Pull—rather than push—logs and windfalls out of the road if they might slide or roll onto the machine.

  14. Grade slowly enough to prevent the machine or yourself from being thrown out of control if you strike roots, rocks, or stumps.

  15. Only on rare occasions should the grader be operated faster than 5 or 6 miles per hour.

  16. Be sure the entire crew is in full view before starting, and be sure they do not get too close to the moving machine.

  17. Shift into the lowest gear necessary to climb or descend a grade.

  18. Maintain control on hills by keeping the machine in gear; never coast out of gear. Do not depend entirely on the brakes to hold the grader while traveling, working, or when parked.

  19. Keep graders away from the edge of the road on fills.

  20. When sloping a bank, watch above the cut for rocks, logs, and trees that may roll when loosened by the blade.

  21. When turning a grader, point the front wheels toward the fill shoulder.

  22. When backing, remember that the brakes do not hold as well in reverse as in forward gear.

  23. Before refueling, doing maintenance work, or checking the machine, stop the engine; set the brakes; and lower the blade, scarifiers, or rippers to the ground or onto a block.

  24. When fueling a grader, make sure that the refueling can or pump nozzle touches the fuel tank opening to prevent static electricity from creating a spark.

  25. On motor graders and all units with pneumatic tires, be sure driving tires are matched for size and are installed so they rotate in the proper direction.
Grader Transport
  1. Observe State requirements for headlights, taillights, and warning flashers.

  2. Angle the moldboard enough so that both ends are within the width limits of the tires.

  3. Mount a Slow Moving Vehicle sign on the rear of all graders.

  4. On narrow roads, stop to let oncoming traffic pass.

  5. Always travel at a safe speed based on road and weather conditions.

  6. Point the end of the blade that is on the traffic side to the rear and away from the direction of travel.
Shovel and Crane Operation
  1. A shovel or crane shall be operated only by a qualified operator or a trainee under the direction of a qualified operator.

  2. Wear close-fitting clothing, such as coveralls and nonskid shoes.

  3. Give a signal and wait until everyone is clear before hoisting materials.

  4. Only hoist loads that are well within the rated crane capacity. When lifting heavy loads, a two-, three-, or four-part line shall be used to keep within the rated capacity of the hoisting cable. A data sheet showing operating ranges and capacity ratings with the boom at various angles should be posted in the cab.

  5. Do not overload booms and cables.

  6. The distance between operations and live high-tension lines shall be the length of the boom plus the length of the material being carried. This does not apply when the power has been cut off.

  7. If the boom should contact overhead wires carrying electricity, the operator shall:
  1. Keep hands clear of moving cables and other moving parts.

  2. Place all slings, ties, and hooks safely and securely before material is hoisted.

  3. Keep away from a dipper, boom, or load being operated or moved. Use handlines for guiding long materials.

  4. Do not go under an idle dipper or boom—it may drop if the brakes are damp or cold.

  5. Keep away from the tail swing.

  6. Load trucks only when they are safely placed and the driver is out of the truck’s cab and in the clear.

  7. Swing loads over the rear of a truck—not over the cab—when possible.

  8. Mount the machine only when it is not moving.

  9. Clear all personnel before a machine is backed up or moved.

  10. Disengage the master clutch before leaving the grader’s cab temporarily.

  11. Shut off the power, lock controls, and secure movable parts before leaving the grader’s cab for the day.

  12. The dipper or other load shall rest on the ground before the operator leaves the cab. Never leave a dipper suspended.

  13. Equip all crane booms with snubbers.
Placement
  1. When a machine is placed near an excavation, keep shoring and bracing back from the edge for a distance at least equal to the depth of excavation.

  2. Place the machine on ground that is as level as possible. If cribbing or shims are used to level a machine, be sure they are sturdy and will not overturn or shift. The machine shall be well blocked to prevent it from rolling or sinking after being placed in position.

  3. Stabilize a pneumatic-tired, self-propelled machine with outriggers when necessary.
Transporting
  1. Lower the boom so that its tip is no higher than the cab, if feasible. If the machine is provided with a cradle or rack to support the boom, use it.

  2. Use a flagperson when there are hazards to the operator or other persons.

  3. Watch for overhead obstructions, such as underpasses, low-hanging limbs, and wires.

  4. Do not permit free rolling or coasting with the machine’s traveling gear disengaged.

Crusher and Compressor Operation

Crushers
  1. Permit crusher operation only under the supervision of a qualified employee whose only duty is plant supervision.

  2. Make, post, and maintain a safety operating plan at the crusher.

  3. Provide a safety switch (kill switch) or remote control for the switch to stop the motor in an emergency. If possible, place the switch near the chute to the crusher jaw.

  4. Construct all walkways, ladders, and guards of sound materials, and complete them before the plant is operated.

  5. Level and surface the crusher’s feed platform with nonskid material, such as rough lumber.

  6. Inspect all construction annually for evidence of possible structural failure.

  7. When a crusher is operated from a platform above it, install guards around the crusher opening that will prevent workers from falling into the opening.

  8. Use a rock hook to feed, turn, or remove rocks from the crusher.

  9. When belts are removed or replaced, shut off the power.

  10. Stop all machinery before it is cleaned, serviced, or repaired.

  11. In portable crusher operations:
Compressors
  1. Check the water and oil levels in the engine and compressor before starting.

  2. Check other applicable items at proper intervals based on the manufacturer’s recommendations. Mechanical shop inspections should be made at the same intervals prescribed for other heavy equipment.

  3. Allow the engine and compressor to warm up to operating temperature before closing the drain valve.

  4. Check the safety valve by operating it manually.

  5. Check all gauges for proper operating pressures.

  6. Clean and service the compressor air cleaner daily, or more often in extremely dusty conditions.

  7. Check the compressor daily for air leaks.

  8. Bleed the tank and leave the valve open when shutting down the compressor.

  9. Leave the clutch between the engine and compressor disengaged when the engine is shut down.
Brush-Chipper Operation
  1. The operator is responsible for safe operation of the chipper. All workers on the chipper crew shall obey the operator’s instructions regarding safety.

  2. Wear long-sleeved shirts and gloves that protect the wrist and hands at all times when feeding the machine. When conditions warrant, wear dust masks. Wear hearing protection when sound levels exceed 85 decibels.

  3. Stop the driver motor before making any adjustments or repairs to the chipper.

  4. Do not allow anyone to stand directly in front of the exhaust chute while the cutterhead is in motion.

  5. No more than two persons may feed the chipper. If they must stand closer than 6 feet from the hopper, only one person feeds it, working from the side. Never reach into the throat of an operating chipper.

  6. Only limbs between 2 and 6 feet long should be chipped. Dry and excessively crooked pieces should not be chipped. Use a long limb to feed short pieces into the chipper.

  7. The diameter of limbs to be chipped is governed by the size of the chipper being used. Do not overload it.

  8. Throw material butt-end first into the hopper.

  9. Use a pusher stick or another limb to clear the hopper.

  10. When adjusting blades, cover the cutting edge of the blades below the one being adjusted with a section of split hose. Gloves cannot be used safely in such a tight space.

  11. Thoroughly clean pitch and sawdust accumulations from the seating surfaces of the cutter head and wedge blocks when blades are being changed.

  12. Tighten wedge bolts and adjusting bolts according to the manufacturer’s specifications. Recheck all bolts before the machine is started in the morning and at noon.

  13. After the blades are changed and adjusted, rotate the cutter knife once by hand to make sure that all blades clear the bed knife.

  14. After a blade change, stand well back from the machine while the operator brings the cutter head to operating speed slowly by engaging and disengaging the clutch. Run the machine at operating speed for a few minutes and then stop. Recheck the blade wedge bolts for proper tightness.

Preventive Maintenance

Operator Responsibility

Operators shall maintain equipment to comply at all times with the items listed on form FS 7100-9a, Operator’s Safety and Preventive Maintenance Inspection (Crawler-Tractors and Loaders), and form FS 7100-9b, Operator’s Safety and Preventive Maintenance Inspection (Motor Graders, Wheel Tractors, and Loaders). Any questions about lubricants, lubrication requirements, or service adjustments should be referred directly to the immediate supervisor.

Lubrication is an essential part of preventive maintenance and, to a great extent, controls the useful life of the machine.

The operator is the most important person in the preventive maintenance program. The operator is the first one to notice that a machine is not functioning properly and should visually check the engine temperature, oil pressure, fuel pressure, ammeter, and so forth, while operating the machine. The operator should inform the supervisor or the mechanic of adjustments, repairs, and loose parts that need to be tightened. Inspection adjustments and minor repairs can be made while the machine is being lubricated.

To perform preventive maintenance checks correctly, the operator must know the machine thoroughly. The manufacturer’s instruction manual was prepared so the operator would have the information needed for satisfactory performance. It should be reviewed regularly.

Lubrication Guide

Different makes and models of equipment require different kinds of lubrication at different points and intervals. Consult the lubrication guide for instructions on each make and model. Always keep lubrication equipment clean and in good operating condition. Replace worn or broken fittings.

Adjustments by the Operator

Operator’s manuals should be consulted for adjustment procedures. If adjustments do not correct a situation, the operator should notify the immediate supervisor so a mechanic can be dispatched. Forms FS 7100-9a and FS 7100-9b list items that the operator must maintain in a satisfactory condition. They also are used to report repair or maintenance services needed. The operator is responsible for:

Operational Checks
  1. Before-Operation Checks. The importance of proper startup and shutdown of construction equipment cannot be overemphasized. Following the recommendations in this guide and performing scheduled maintenance procedures will increase equipment life.

Although an operator lubricates and services a machine daily, there is always a chance that something might happen during overnight and weekend shutdowns. A slow leak may deflate a tire on the motor grader; an oil or fuel leak might create a fire hazard or leave a machine without fuel or lubricant; or someone might tamper with the machine during the night.

Before operating your equipment, open the valve under the fuel tank and drain at least a pint to run off any water that might have collected. Then check for:

  1. Operation Checks. Many defects can be detected only while the machine is actually being operated. Prevent serious damage to a machine, as well as lost time due to breakdowns, by keeping alert for signs of defects. Items to be checked include:

Storage

To protect equipment during storage, follow the procedures listed below. NOTE: Catch and dispose of fluids in accordance with local regulations.

  1. Thoroughly wash the complete unit, including the engine. Lubricate thoroughly.

  2. Drain the engine and refill with new oil.

  3. If the cooling system contains antifreeze, check for the lowest expected temperature and add additional antifreeze if needed. Use the manufacturer’s recommended coolant or its equivalent. Check all cooling system hoses and hose connections. If the cooling system is to be drained, be sure that the radiator engine block, water pump, and heater are drained completely. Tie a warning tag marked Cooling System Drained to the steering wheel or levers.

  4. Drain the fuel filter element housing and install new filter elements.

  5. Drain any accumulated dirt and water in the fuel tanks; replace the drainplug and completely fill all tanks.

  6. Clean the sediment bulb to remove water.

  7. Cover the magnetos with waterproof material.

  8. Store the unit under cover, or cover it with canvas, giving preference to automobiles.

  9. Release the power control unit’s brakes by tying the handles in the released position.

  10. Cover the exhaust and intake pipes.

  11. Rest moldboards, end loader buckets, and scraper bowls on blocks or planks.

  12. Coat moldboards and end loader buckets with heavy oil or grease.

  13. Remove batteries, charge them, and store them on a wooden base in a dry, frostproof place.

  14. Clean the cable terminals and battery carrier with soda solution and rinse them with clean water.

  15. Block up axles to take the weight off pneumatic tires. Run track-type machines onto planks or poles to keep them from freezing to the ground if they are to be stored in the open or on a dirt floor.

  16. Cover exposed pistons, cylinders, rams, gears, shafts, and all running parts with heavy grease or oil. Do not grease tracks.

  17. Coat all exposed steering ball joints on drive axles with heavy grease or oil.

  18. Remove exposed seats or backrests and store them under cover.

  19. Open the drainplug or draincock and bleed the air receiver tanks on the air compressors.
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UsableNet Approved (v. 1.4.1)
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