TA-2 Visual & Technical Inspection for Telehandlers

SMCS - Job Code - 540 Component Code - 753T

Cat dealer Customer

Address Address
Contact Contact

Serial Number : Inspector : Temperature :

Model : Work Order : Time :
Engine S/N: SMU: Date :
Manufacturer : Unit Location:

Note: Review Machine & S·O·S History and check for Active Service Letters prior to inspection.

Status of the Machine

Normal
The status recommendation of your Telehandler is:
 Visual Inspection for Telehandlers
Status assessment ü– Normal M – Monitor A – Action Blank – Not Applicable

1. Prepare Machine Inspection

# Status Description Comments
1.1 Check with customer for operator complaints

1.2 Prepare the machine for the inspection

1.3 Perform walk-around Inspection

1.4 Download machine fault codes (Record from display)

1.5 Product Status Report

1.6 1.6 Check Product Link

Is machine equipped with PL?

Is PL activated?

Is PL functioning properly?

1.7 Check for error codes on the machine display

1.8 Observe engine exhaust colors

1.9 Listen for unusual noises

1.10

1.11

Item No. Additional Comments

 2. Lower-Level Inspection
# Status Description Comments
2.0 Tires and Rims

2.1 Fenders

2.2 Steering Arms and Kingpins

2.3 Steering Cylinders, Tie Rods, and Linkages

2.4 Front Differential and Steering Axle

2.5 Engine Oil Pan

2.6 Engine Mounts

2.7 Fuel System Lines, Pumps, and Filter Bases

2.8 Hydraulic Pump

2.9 Transmission, Torque Converter, and Transfer Gears

2.10 Transmission Mounts

2.11 Main Control Valve

2.12 Front Drive Shaft

2.13 Rear Drive Shaft

2.14 Rear Differential and Axle

2.15 Final Drives and Wheel Spindles

2.16 Main Machine Frame

2.17 Parking Brake

2.18

2.19

Item No. Additional Comments

 3. Middle Level Inspection
# Status Description Comments
3.1 Lights

3.2 Steps and Handrails

3.3 Batteries and Battery Cables

3.4 Cab Mounts

3.5 Implement Control Valve

3.6 Cab Exterior

3.7 Cab Interior

3.8 Hydraulic Oil Level

3.9

Item No. Additional Comments

 4. Upper-Level Inspection
# Status Description Comments
4.1 Radiator/Oil Cooler Screen

4.2 Engine Hood and Lock

4.3 Radiator Cap

4.4 Cooling Package and Condenser

4.5 Cooling Fan, Fan Guard and Shroud

Pulleys, Belts, Water Pump, Compressor Clutch,
4.6
Alternator, and Fan Drive
4.7 Cylinder Head and Valve Cover

4.8 Turbocharger

4.9 Exhaust Manifold

4.10 Air Cleaner

4.11 Cab Interior

4.12

4.13

4.14

Item No. Additional Comments

 5. Implement/Attachment Inspection
# Status Description Comments
1.1 Boom 'A' Pin

1.2 Boom Section 1

1.3 Boom Section 2

1.4 Boom Section 3

1.5 Boom Section 4

1.6 Boom Wear Pads / Greased/ Shimmed correct

1.7 Tilt Cylinder

1.8 Linkage

1.9 Coupler

1.10 Carriage

1.11 Forks

1.12 Stabilizer Cylinders

1.13 Stabilizers

1.14 Lower Boom Area

1.15 Boom Lift Cylinder

1.16 Compensation Cylinder

1.17 Frame Level Cylinder

1.18 Bucket/ Attachments

1.19

1.20

1.21

1.22

Item No. Additional Comments

6. Site Conditions
# Status Description
1.1 Ambient Temperature
 NORMAL: -18° to 32°C (0° to 90°F)

MONITOR: 32° to 46°C or -18° to -29°C (90° to 115°F or 0° to -20°F)

ACTION: Above 46°C or Below -29°C
(Above 115° or Below -20°F)
1.2 Altitude

NORMAL: 0 to 1524 m (0 to 5000 ft)

MONITOR: 1524 to 3048 m (5000 to 10,000 ft)

ACTION: Above 3048 m (Above 10,000 ft)

1.3 Haul Road Grade

NORMAL: Flat

MONITOR: Mild

ACTION: Steep

1.4 Haul Road Condition

NORMAL: Positive Banking, Gradual Turns, Good Erosion Control

ACTION: Negative Banking, Sharp Turns, Poor Erosion Control

1.5 Humidity

NORMAL: Below 25%

MONITOR: 25 to 60%

ACTION: Above 60%

1.6 Air Quality

NORMAL: No Dust

MONITOR: Light Dust

ACTION: Heavy Dust

1.7 Underfoot Condition

NORMAL: Dry Flat Surface

MONITOR: Moderate Grades, Mixture of Muddy / Dry Surfaces

ACTION: Steep Grades, Muddy, Snow, Ice

1.8 Machine Utilization

NORMAL: 0 to 10 Hours

ACTION: Above 10 hours

1.9 Equipment Role

NORMAL: Utility

MONITOR: Support
 ACTION: Production

1.10 Working Material

NORMAL: Uncompacted, Low Abrasion

MONITOR: Moderately Compacted, Moderate Abrasion

ACTION: High Abrasion, Compacted, Dense

1.11 Maintenance Practices

NORMAL: Excellent

MONITOR: Good

ACTION: Poor

1.12 Primary Industries

Item No. Additional Comments

Other Remarks
 Technical Inspection for Telehandlers
Status assessment ü- Normal M - Monitor A - Action Blank – Not Applicable / Not Performed (Add reason in comments)

1. Engine
1.1 Cooling System
Status Description Units Observed Specified (+)Tol (-)Tol Comments
Radiator Pressure Relief (Radiator Cap)

Test Engine Coolant

Check Freezing Point of Engine Coolant

Test Engine Coolant Conditioner

Check Belt Tension

Engine Coolant Temperature

Radiator Temperature Drop

Upper Tank Temperature

Lower Tank Temperature

Hydraulic Fan Test fan speed (RPM)

1.2 Fuel System
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
Fuel System Pressure - Test

Fuel Pressure at Low Idle

Fuel Pressure at High Idle

RPM Adjust

Low Idle

High Idle
1.3 Lubrication System
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
Engine Oil Pressure - Test

Oil Pressure at Low Idle

Oil Pressure at High Idle

1.4 Basic Engine
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
Engine Crankcase Pressure (Blowby) - Test
1.5 Air Inlet and Exhaust System
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
Exhaust Temperature - Test (Measure Each Cylinder) Units Cyl Observed Observed
#1

#1 #3
1.6 Miscellaneous Engine
*Status Description Units Observed Specified (+)Tol (-)Tol Comments

2. Performance Checks
2.1 Hydraulic Performance Checks
Cylinder Drift Tests Units Observed Oil Temperature Ranges
??° to ??° ??° to ??° ??° to ??° ??° to ??°
Oil Temperature

Units Observed Maximum Allowable Minimun Minimun Minimun Minimun

Movement Allowable Time Allowable Time Allowable Time Allowable Time
(sec) (sec) (sec) (sec)
Minimun Allowable TimBoom Lift Cylinder

Boom Lift cylinder (Boom Raised)

Extendable boom (Extended)

Tilt Cylinder

Tilt cylinder (Racked back w/load)

Frame Level

Frame full right to left

Frame full left to right

Stabilizer Cylinders

Right Stabilizer (Extended with Wheels Off

Ground)
Left Stablizer (Extended with Wheels Off
Ground)

Right Stablizer (Retracted)

Left Stabilizer (Retracted)

Status Description Units Observed Min. Time Max. Time Comments
Cylinder Speed Tests

Tilt Circuit

Carriage Dump

Tilt Back Operation

Auxiliary Circuit

Opening Aux / work tool (if equiped)

Closing Aux / work tool (if equiped)

Boom Circuit

Boom Raise from Ground to Full Height

Boom Lower

Stabilizers

Right Stabilizer Up

Right Stabilizer Down

Left Stabilizer Up

Left Stabilizer Down

Frame level

Frame tilt left to right

Frame tilt right to left

Frame level Extend

Retract

Ride Control Test (If Equipped)

Boom Float (If Equipped)

Hydraulic Lock Test

 *Status Description Units Observed Min. Time Max. Time Comments

Brake System Test (Test from OMM)

Brake neutralize transmission?

Parking Brake Check (Test from OMM)

3. Hydraulic System
3.1 Hydraulic Performance Checks
All pressures have to be checked in order based on model, Not all pressures are applicable to all models.
Use appropriate service manual for the telehandler model, these are published either on the Cat Alliance Website or SIS web.
Status Description Units Observed Specified (+)Tol (-)Tol Comments
Hydraulic Pump - Test

Load Sense Relief

Standby pressure

Main Relief

Max Pump Pressure

Pilot Pressure

Service Brakes

Priority Load Sense

Boom Extend

Engine Rpm during function

Boom Retract

Engine Rpm during function

Boom Lift

Engine Rpm during function

Boom Lower

Engine Rpm during function

Auxiliary

Pilot System Pressure Test (High Idle)

Steering Priority Relief Valve Test

Steer Right

Steer Left
3.2 Miscellaneous Hydraulics
*Status Description Comments
System Leaks.
 4. Transmission
4.1 Power Shift Tansmission (Transmission pressure checks vary on all models, some are not applicable)
Status Description Units Observed Specified (+)Tol (-)Tol Comments
Transmission & Torque Converter -Test (Stall RPM)

Oil Pump Pressure

Units Observed Specified (+)Tol (-)Tol HP Rating Comments

Torque Converter Outlet Pressure

Units Observed Specified (+)Tol (-)Tol Comments

First Speed Forward Test (If aplicable)

Forward Low Clutch Pressure

Clutch #1 Pressure

Lubrication Pressure

Second Speed Forward Test (If applicable)

Forward High Clutch Pressure

Clutch #1 Pressure

Lubrication Pressure

Third Speed Forward Test (If applicable)

Forward Low Clutch Pressure

Clutch #2 Pressure

Lubrication Pressure

Third Speed Reverse Test (If applicable)

Reverse Low Clutch Pressure

Forward Clutch Pressure

Lubrication Pressure
4.2 Direct Drive Tansmission
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
Transmission & Torque Converter - Stall Test

Oil Pump Pressure

Units Observed Specified (+)Tol (-)Tol HP Rating Comments

Torque Converter Outlet Pressure

Units Observed Specified (+)Tol (-)Tol Comments

Forward Test

Forward Clutch Pressure

Lubrication Pressure

Reverse Clutch Pressure

 *Status Description Units Observed Specified (+)Tol (-)Tol Comments
Reverse Test

Reverse Clutch Pressure

Lubrication Pressure

Forward Clutch Pressure

4.3 Miscellaneous Transmission

*Status Description Units Observed Specified (+)Tol (-)Tol Comments

5. Axles/Differentials & Brakes

4.1 Axles & Brakes
Status Description Units Observed Specified (+)Tol (-)Tol Comments
Toe-In measurement

Front - Drive & Steering Axle

Rear - Drive & Steering Axle

6. Electrical System
6.1 Electrical System
Status Description Units Observed Specified (+)Tol (-)Tol Comments
Battery Voltage

Engine Stopped

Low Idle

High Idle

Inspect Battery Cables

Starter Draw Test (Clamp on amp meter required)

6.2 Miscellaneous Electrical and Operator compartment
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
HVAC Performance

A/C pressures High side pressure

Low side pressure

Temperature from vent max A/C

Temperature from vent max heat

Electrical Operation

Lighting (Check all lights Int. Ext.)

Relays (Inspect relays Int. Ext.)

Wiring Harnesses (Cuts, Abrations)

Switches (Cab switches Lights, A/C Ect.)

Overall (Does everything work?)

List all discrepancies.

 7. S-O-S Sampling
7.1 S·O·S Sampling (If required by sales department)
Status Description Obtain Comments
Engine Oil Sample

Engine Coolant Sample (Level II)

Hydraulic Oil Sample

Transmission

Front Differential

Right Front Final Drive

Left Front Final Drive

Rear Differential

Right Rear Final Drive

Left Rear Final Drive

8. Tires