Guidance to the

Manufacturer of
Lifting Equipment
for the
Development of
Instructions for
Use

Document Reference: LEEA-062

 Guidance to the Manufacturer of Lifting Equipment for the Development of
Instructions for Use
Document reference LEEA 062 Version 2, March 2021

Disclaimer
The content of this guidance is provided for general information only. Whilst
it is intended to represent a standard of good practice, it has no legal status
and compliance with it does not exempt you from compliance with any legal
requirements. If you require advice on your specific circumstances, please
contact one of our advisors.
Although we make reasonable efforts to update the information in our
guidance, we make no representations, warranties or guarantees, whether
express or implied, that the content of our guidance is accurate, complete or
up to date. It is the responsibility of those with specific duties under the
legislation to ensure that they fulfil the obligations imposed on them.

Published by the
LIFTING EQUIPMENT ENGINEERS ASSOCIATION
3 Ramsay Court, Kingfisher Way
Hinchingbrooke Business Park
Huntingdon PE29 6FY
United Kingdom
Tel: + 44 (0) 1480 432801
E-mail : Technical Support technicaladvice@leeaint.com
General enquiries mail@leeaint.com
Website: www.leeaint.com
CONTENTS

1.0 Introduction Page 1

2.0 Contents of the Instructions for Use Page 1

2.1 Business name and full address of the manufacturer. Page 2

2.2 The designation of the machinery as marked on the machinery Page 2

itself, except for the serial number.

2.3 The Manufacturers certificate and reginal conformity documentation Page 2

of Conformity showing the particulars of the Lifting Equipment,
without the serial number and signatures.

2.4 A general description of the Lifting Equipment. Page 3

2.5 Drawings, diagrams, descriptions, and explanations necessary for Page 3

use, maintenance and repair of the lifting equipment, and for
checking its correct functioning.

2.6 A description of the workstation(s) likely to be occupied by operators. Page 3

2.7 A description of the intended use of the lifting equipment. Page 3

2.8 Warnings concerning ways in which the machinery must not be used Page 4
that experience has shown might occur.

2.9 Assembly, installation, and connection instructions, including drawings, Page 4

diagrams and the means of attachment and the designation of the
chassis or installation on which the lifting equipment is to be mounted.

2.10 Instructions relating to installation and assembly for reducing noise or Page 4
vibration.

2.11 Instructions for putting into service, use of the lifting equipment and, Page 5
if necessary, instructions for training operators.

2.12 Information regarding residual risks that may remain despite inherent Page 5
safe design measures, safeguarding and complementary protective
measures adopted.

2.13 Information on the protective measures to be taken by the user, Page 5

including, where appropriate, PPE to be provided.

2.14 The essential characteristics of tools which may be fitted to the Lifting Page 5
Equipment.

2.15 The conditions in which the lifting equipment meets the requirements Page 5
for stability during use, transportation, assembly, dismantling when out
of service, testing or foreseeable breakdowns.

2.16 Instructions with a view to ensuring that transportation, handling and Page 6
storage operations can be made safely, given the mass of the lifting
equipment and of its various parts where these are regularly to be
transported separately.

2.17 The operating method to be followed in the event of an accident or Page 6

breakdown.
 2.18 A description of the adjustment and maintenance operations that Page 6
should be carried out by the user and the preventative maintenance
measures that should be observed.

2.19 Instructions designed to enable adjustment and maintenance to be Page 6

carried out safely, including the protective measures that should be
taken during these operations.

2.20 The specifications of the spare parts that should be used when these Page 7
affect the health and safety of the operators.

2.21 The noise emission declaration. Page 7

2.22 The technical characteristics of the Lifting machine. Page 7

2.23 Contents of the logbook if the latter is not supplied with the lifting Page 8
machine.

2.24 Advice for use, particularly to offset the lack of direct vision of the Page 8
load by the operator.

2.25 Where appropriate, a test report detailing the static and dynamic Page 8
tests to be carried out by the manufacturer.

2.26 For machinery which is not assembled on the premises of the Page 8
manufacturer in the form in which it is to be used, the necessary
instructions for performing the measures necessary for checking
fitness for purpose before it is first put into service.

2.27 The intended use Page 8

2.28 The limits of use (particularly for lifting accessories such as magnetic Page 8
or vacuum pads which do not fully comply with the requirement that
holding devices be designed and constructed in such a way that
inadvertent dropping of loads is avoided.

2.29 Instructions for assembly, use and maintenance Page 9

2.30 The static test coefficient used. Page 9

3.0 Further guidance. Page 9

Document Reference : LEEA-062, Version 2, March 2021

1.0 Introduction

Modern supply legislation, standards and LEEA technical requirements, insist that suitable instructions
for use are supplied with all lifting equipment. These instructions must be in the official community
language or languages of the country or state in which the equipment is to be placed on the market and
put into service.

The contents of the instructions must not only cover the intended use of the lifting equipment but also
take into account any reasonably foreseeable misuse of it as well.

Where lifting equipment is intended for use by non-professional operators, the wording and layout of
the instructions for use must take into account the level of general education and acumen that can
reasonably be expected from such operators.

The following information is given as guidance to the manufacturer of Lifting Equipment to enable them
to develop suitable instructions for use and assist them in fulfilling their obligations under the LEEA
technical requirements and regional legislation. It is based on the requirements of the most stringent
modern risk-based legislation. It is therefore deemed best practice and recommended to be applied in
addition to the minimum legal or standard requirements.

2.0 Contents of the Instructions for Use

Please note that not all of the points listed are required for each type of lifting equipment and it is the
responsibility of the manufacturer to ensure the appropriate instructions are included. Support can be
sought at technicaladvice@leeaint.com for members of LEEA

1. Business name and full address of the manufacturer.

2. The designation of the machinery as marked on the machinery itself, except for the serial number.
3. The Manufacturers certificate and regional conformity documentation showing the particulars of the
Lifting Equipment, without the serial number and signatures.
4. A general description of the Lifting Equipment.
5. Drawings, diagrams and descriptions, along with explanations necessary for use, maintenance and
repair of the lifting equipment, and for checking its correct functioning.
6. A description of the workstation(s) likely to be occupied by operators.
7. A description of the intended use of the lifting equipment.
8. Warnings concerning ways in which the machinery must not be used that experience has shown
might occur.
9. Assembly, installation, and connection instructions, including drawings, diagrams and the means
of attachment and the designation of the chassis or installation on which the lifting equipment is to
be mounted.
10. Instructions relating to installation and assembly for reducing noise or vibration.
11. Instructions for putting into service and, if necessary, instructions for training operators.
12. Information regarding residual risks that may remain despite inherent safe design measures,
safeguarding and complementary protective measures adopted.
13. Instructions on the protective measures to be taken by the user, including, where appropriate PPE
to be provided.
14. The essential characteristics of tools which may be fitted to the Lifting Equipment.
15. The conditions in which the lifting equipment meets the requirements for stability during use,
transportation, assembly, dismantling when out of service, testing or foreseeable breakdowns.
16. Instructions with a view to ensuring that transportation, handling and storage operations can be
made safely, given the mass of the lifting equipment and of its various parts where these are
regularly to be transported separately.
17. The operating method to be followed in the event of an accident or breakdown.
18. A description of the adjustment and maintenance operations that should be carried out by the user
and the preventative maintenance measures that should be observed.
19. Instructions designed to enable adjustment and maintenance to be carried out safely, including the
protective measures that should be taken during these operations.
20. The specifications of the spare parts that should be used when these affect the health and safety
of the operators.

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21. The noise emission declaration.
The following additional items (22-26) are specific to Lifting Machines only;

22. The technical characteristics of the Lifting machine.

23. Contents of the logbook if the latter is not supplied with the lifting machine.
24. Advice for use, particularly to offset the lack of direct vision of the load by the operator.
25. Where appropriate, a test report detailing the static and dynamic tests to be carried out by the
manufacturer.
26. For machinery which is not assembled on the premises of the manufacturer in the form in which it
is to be used, the necessary instructions for performing the measures necessary for checking fitness
for purpose before it is first put into service.

The following additional items are specific to Lifting Accessories only;

27. The intended use

28. The limits of use (particularly for lifting accessories such as magnetic or vacuum pads which do not
fully comply with the requirement that holding devices be designed and constructed in such a way
that inadvertent dropping of loads is avoided.
29. Instructions for assembly, use and maintenance
30. The static test coefficient used.

These are the minimum requirements for general purpose lifting equipment and therefore the author of
instructions is advised that this list is not to be taken as exhaustive.

The following sections give further guidance on each of the above and offer examples to enable the
manufacturer of lifting equipment to ensure that they are providing adequate instructions for use.

2.1 Business name and full address of the manufacturer.

This must be the same information that is written on the Manufacturers certificate and reginal conformity
documentation. On some smaller items of lifting equipment, a symbol unique to the manufacturer will
be marked on the equipment, in this case this must also be included, along with the full business name
and address of the manufacturer, in the instructions for use.

2.2 The designation of the machinery as marked on the machinery itself, except the serial
number.

The designation of the machinery is the name or code number given by the manufacturer to the model
of the lifting equipment concerned. Where a model of lifting equipment has several variants, it must be
made clear to the user which specific parts of the instructions apply to each variant. Similarly, if the
instructions cover more than one model or type, for example, if they cover several models or types of
lifting equipment belonging to the same series, it must be made clear to the user which specific parts
of the instructions apply to each model or type.

2.3 The Manufacturers certificate and reginal conformity documentation showing the
particulars of the lifting equipment, without the serial number and signatures.

Like the instructions, the Manufacturers certificate and reginal conformity documentation must
accompany the equipment. In order to fulfil this obligation, the manufacturer can choose between the
two following alternatives:

1. The signed Manufacturers certificate and reginal conformity documentation is included in the
instruction booklet. This is appropriate in the case of one-off lifting machines or accessories
produced in small numbers.
2. A document setting out the contents of the Manufacturers certificate and reginal conformity
documentation (not necessarily including the serial number and the signature) is included on
the instruction booklet. In this case, the Manufacturers certificate and reginal conformity
documentation must be provided separately.

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Document Reference : LEEA-062, Version 2, March 2021

2.4 A general description of the lifting equipment.

The purpose of this description is aimed at enabling the user to identify the main parts of the equipment
and their functions.

2.5 Drawings, diagrams, descriptions, and explanations necessary for use, maintenance
and repair of the lifting equipment, and for checking its correct functioning.

This deals with the information and explanations necessary for safe use, maintenance, and repair of
the equipment and for checking if it is working correctly. Clear and simple drawings, diagrams, graphs,
and tables are usually preferable to long written explanations. However, necessary explanations must
be placed adjacent to the illustrations to which they refer.

For lifting equipment, it is advised that the diagrams show the correct intended use, but also foreseeable
incorrect use. For example, figure 1, below, shows diagrams of the correct and incorrect methods of
slinging. The text also explains how the lifting capacity is reduced as a result of the sling method.

Figure 1: Choke hitched single leg sling, mode factor 0.8 x WLL marked on the sling. Note do not force,
hammer, or wedge chain slings or their fittings into position.

2.6 A description of the workstation(s) likely to be occupied by operators.

This deals with the workstations for operators. Aspects to be covered include:
- The location of workstations
- The adjustment of seats, footrests or other parts of the machinery to ensure good posture and
reduce vibrations transmitted to the operator.
- The layout and identification of control devices and their functions
- The different operating or control modes and the protective measures and precautions relating
to each mode.
- Use of guards and/or protective devices fitted to the machinery
- Use of equipment fitted to contain, or evacuate hazardous substances, or to maintain good
working conditions.

This list is not exhaustive

2.7 A description of the intended use of the lifting equipment.

The description of the intended use of the lifting equipment must include precise indication of the
purposes for which it is intended.

The description of the intended use must cover all the different operating modes and phases of use of
the machinery and specify safe values for the parameters on which the safe use of the machinery
depends. Such factors may include for example,

- The maximum load that may be lifted

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 - The maximum slope on which mobile machinery can operate without loss of stability
- The maximum wind speed in which the machinery can be used safely

The description of intended use could be supplemented with diagrams and tables as described in 2.5
above.

2.8 Warnings concerning ways in which the machinery must not be used that experience
has shown might occur.

This requires the manufacturer’s instructions to consider foreseeable misuse of the lifting equipment.
To avoid such misuse, it is helpful to indicate to the user the usual reasons for such misuse and to
explain the consequences. The warnings against foreseeable misuse of the lifting equipment must take
into account the feedback from users and information about accidents or incidents involving similar
equipment.

The description of foreseeable misuse could be supplemented with diagrams and tables as described
in 2.5 above.

2.9 Assembly, installation, and connection instructions, including drawings, diagrams and
the means of attachment and the designation of the chassis or installation on which the
lifting equipment is to be mounted.

This covers operations to be carried out by or on behalf of the user before the machinery is put into
service.

Assembly instructions are necessary for machinery that is not supplied to the user ready to use, for
example, where elements of the machinery have been disassembled for transport or packaging
purposes. Particular attention must be given to assembly instructions where assembly is to be carried
out by non-professional users.

Assembly instructions for interchangeable equipment must specify the type or types of basic
machinery with which the equipment can be safely used and include the necessary instructions for the
safe assembly of the interchangeable equipment with the basic machinery by the user. In the case of
machinery supplied without a drive system, the instructions must indicate all the necessary
specifications for the drive system to be fitted such as the type, power and means of connection, and
include precise fitting instructions for the drive system.

Installation instructions are necessary for machinery that has to be installed on and/or fixed to
particular supports, structures, buildings, on foundations or on the ground, in order to ensure its safe
use and stability. The instructions must specify the requisite dimensions and load bearing
characteristics of the supports and the means to be used to fix the machinery to its supports.

For machinery intended to be installed on means of transport, the instructions must specify the
vehicles or trailers on which the machinery can be safely installed, either by reference to their
technical characteristics or, where necessary, by reference to specific models of vehicle.

Connection instructions must describe the measures to be used to ensure safe connection of the
machinery to energy supplies, supplies of fluids and so on. The relevant characteristics of the
supplies, such as, voltage, power, pressure, or temperature etc., must be specified. The safe
connection of the machinery to the means of evacuating hazardous substances must also be
specified when these means are not an integral part of the machinery.

2.10 Instructions relating to installation and assembly for reducing noise or vibration.

This is in relation to a specific aspect of the installation and assembly instructions relating to the
reduction of noise or vibration emissions.

With respect to noise, the instructions must specify, where appropriate, the correct assembly and
installation of equipment supplied by the machinery manufacturer to reduce noise emission.

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Document Reference : LEEA-062, Version 2, March 2021

With respect to vibrations, the instructions may include specifications for foundations with adequate
damping characteristics.

2.11 Instructions for putting into service and if necessary, instructions for training operators.

The instructions for putting into service shall indicate all of the necessary checks, functional tests or
inspections that need to be carried out to ensure the lifting equipment is in good working condition
before first use.

This section must also indicate whether specific training is required to use the equipment correctly. The
manufacturer is not expected to provide a full training program or training manual in the instructions.
However, the instructions may indicate important aspects to be covered by the operator training in order
to help employers fulfil their obligations to provide appropriate training to operators.

2.12 Information regarding residual risks that may remain despite inherent safe design
measures, safe guarding and complementary protective measures adopted.

The instructions must include clear statements relating to any risks that have not been sufficiently
reduced by inherently safe design measures or by integrated technical protective measures.

For example, when using one leg of a multi-leg sling to back hook free legs to the master link to prevent
snagging.

2.13 Information on the protective measures to be taken by the user, including, where
appropriate, PPE to be provided

The measures to be specified in the instructions may include;

- The organisation of safe systems of work
- The restriction of certain tasks to trained and authorised operatives
- The provision and use of appropriate PPE

2.14 The essential characteristics of tools which may be fitted to the lifting equipment.

This deals with instructions relating to tools that are not permanently fixed to the machinery and that
may be changed by the user. Such tools are not considered as part of the machinery; however, the safe
use of the machinery frequently depends on the fitting and use of appropriate tools.

In almost all cases this will not be required for lifting equipment as it is perhaps more relevant to tools
like drill bits in a CNC machine for example. However, if tools are to be used with the lifting equipment
then the instructions may include, for example:
- The maximum or minimum dimensions and mass of tools;
- The constituent materials and assemblies of tools;
- The requisite shape or other essential design features of tools;
- The compatibility of the tools with the tool-holders on the machinery.

2.15 The conditions in which the lifting equipment meets the requirements for stability during
use, transportation, assembly, dismantling when out of service, testing or foreseeable
breakdowns.

Where the design and construction of the lifting equipment ensures its stability under certain defined
conditions, these must be specified in the instructions.

In many cases simple statements limiting the conditions of use would be acceptable here, for example:
- Do not use on slopes exceeding xx degrees,
- Do not operate in wind speeds in excess of xx m/s,

The instructions must also provide advice on stability during certain periods in the lifting equipment’s
life, such as during transportation, assembly, dismantling, maintenance, etc.

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2.16 Instructions with a view to ensuring that transportation, handling and storage operations
can be made safely, given the mass of the lifting equipment and of its various parts
where these are regularly to be transported separately.

Instructions for safe transport, handling and storage of the machinery and of parts that are to be
transported separately shall include, (where appropriate):

- Instructions for the safe manual handling of the lifting equipment or parts of the sling that are to
be moved by hand.
- Instructions on the use of attachment points for lifting the machinery, the mass of the machinery
and of the parts to be transported.
- Instructions with regards to the mass of the lifting equipment to be transported.
- Instructions for safe storage to prevent damage and degradation to the sling or injury to
persons.

2.17 The operating method to be followed in the event of accident or breakdown.

This section requires the manufacturer to anticipate potential malfunctioning of the lifting equipment and
to specify the procedures to be followed to deal with emergencies. The measures to be specified,
include, for example,
- the methods used to rescue injured persons, to summon help or to rescue trapped persons.
- if a blockage is likely to occur, the operating method to be followed so as to enable the
equipment to be safely unblocked.

The instructions should also describe the method to be followed in the case of a blockage of moving
parts and explain the use of any special protective devices or tools provided for that purpose.

2.18 A description of the adjustment and maintenance operations that should be

carried out by the user and the preventative maintenance measures that should be
observed.

This requires the manufacturer to describe the maintenance operations that must be carried out by or
on behalf of the user.

In particular, the instructions must specify the maintenance operations that must be carried out and
indicate their frequency. The instructions should list those parts of the lifting equipment that must be
checked regularly in order to detect excessive wear, periodicity of these checks (in terms of number of
cycles) and the nature of the necessary inspections or tests. Criteria must be given for the replacement
of worn parts.

2.19 Instructions designed to enable adjustment and maintenance to be carried out

safely, including the protective measure to be taken during these operations.

The instructions must specify the necessary methods and procedures that must be followed in order to
ensure that adjustment and maintenance operations can be carried out safely. The appropriate
protective measures and precautions to be taken during maintenance operations must be indicated.
The instructions shall include, as appropriate:
- Information on the isolation of energy sources, the locking of the isolator, the dissipation of
residual energies and the verification of the safe state of the lifting equipment.
- Measures to ensure safety for maintenance operations that must be carried out while the
machinery is operating.
- Methods to be used to safely remove or replace components.
- Precautions to be taken when cleaning internal parts which have contained hazardous
substances.
- Means of access to be used for exceptional repairs.

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Document Reference : LEEA-062, Version 2, March 2021

2.20 The specifications of the spare parts that should be used when these affect the health
and safety of the operators.

This is a matter for contractual agreement between the manufacturer and the user and is not normally
covered by legislation. However, where parts that are subject to wear and tear need to be replaced in
order to protect the health and safety of users, the specifications of the appropriate spare parts must
be given in the instructions.

2.21 Noise emission declaration.

This sets out the information on airborne noise emission to be stated in a noise emission declaration
where required by national legislation. This declaration has two main purposes:

- to assist users to choose machinery with reduced noise emission;

- to provide information useful for the risk assessment to be carried out by the employer
according to national legislation requirements, on the exposure of workers to the risks arising
from noise.

In this respect, it should be recalled that the manufacturer's noise emission declaration only provides
information about the contribution of the machinery itself to noise in the workplace. The level of
exposure of workers cannot be simply deduced from the machinery manufacturer's noise emission
declaration since the exposure of operators is also influenced by other factors.

The information to be provided in the noise emission declaration includes three different noise
emission quantities:

1. The A-weighted emission sound pressure level, LpA, produced by the machinery at its
workstation(s). This is the average A-weighted sound pressure level over a specific time,
representative of a full work cycle of the machinery. Being an emission value, it excludes
contributions from the environment of the machinery such as reflections of noise from walls or
noise from other sources at the workplace.

This quantity must be determined by measurement for all machinery using an appropriate test
code, whether or not the machinery is considered noisy. If the measured value does not
exceed 70 dB(A), the instructions must state this. If the measured value exceeds 70 dB(A),
the measured value must be stated in the instructions.

2. The peak C-weighted instantaneous sound pressure value, also known as the C-weighted
peak sound pressure level, LpCpeak. This is the maximum value reached by the C weighted
sound pressure over a specific duration representative of a full work cycle of the machine.

This value is relevant for machinery that emits strongly impulsive noise. It only has to be
stated in the instructions if the measured value exceeds 63 Pa (130 dB in relation to 20 μPa).

3. The A-weighted sound power level, LWA. This quantity represents the airborne sound energy
radiated by the machine in space and thus characterises the machine as a noise source. It is
the most important noise emission quantity and is independent of the environment in which
the machine is placed.

Since the measurement of the LWA may be complex, this value only has to be measured and
stated in the instructions if the LpA at any of the workstations exceeds 80 dB(A).

Please refer to your national legislation for noise emissions for further information.

The following additional items (22-26) are specific to Lifting Machines only;

2.22 The technical characteristics of the lifting machine.

The instructions should identify all the technical characteristics of the lifting machine, in particular;
- The maximum working load and, where appropriate, a copy of the load plate or load table.
- The reactions at the supports or anchors and, where appropriate characteristics of the tracks.
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 - Where appropriate, the definition and the means of installation of the ballast.

2.23 Contents of the log book if it is not supplied with the machinery.

Note that there is no obligation for the manufacturer to supply such a log book. However, supplying a
log book in which the preventative maintenance operations to be carried out by the user and their
periodicity are indicated can be recommended as a practical way of providing the maintenance
instructions, refer to 2.18.

Even if the manufacturer of the lifting machinery does not provide a log book, they are required to
provide advice as to its content.

2.24 Advice for use, particularly to offset the lack of direct vision of the load by the operator.

This section recognises that despite measures taken by the manufacturer to prevent collisions, the
operator may nevertheless have inadequate visibility of the load in certain operating conditions, for
example, due to obstacles in the operating zone. The manufacturer must therefore provide guidance to
the user on measures that can be taken to compensate for such a lack of visibility.

2.25 Where appropriate, a test report detailing the static and dynamic tests to be carried out
by the manufacturer.

This refers to the measures taken by the manufacturer to check the fitness for purpose of the lifting
machinery.

It refers to the static and dynamic tests that are required for all lifting machinery. The relevant test
reports must be included in the instructions. This is done to provide the user with the proof that the
necessary tests been done.

2.26 For machinery which is not assembled on the premises of the manufacturer in the form
in which it is to be used, the necessary instructions for checking the fitness for purpose
of the lifting machinery.

This is relevant when machinery is not assembled in the manufacturer’s premises and its fitness for
purpose must therefore be checked by or on behalf of the manufacturer at the place of use.
In this case, the instructions for carrying out the necessary measures must be included in the
manufacturer’s instructions to allow the necessary measures to be carried out at the place of use. It
should be noted that this requirement does not imply that the manufactures obligation to ensure that
the fitness for purpose of the machinery is checked before the machinery is first put into service can be
transferred to the user.

The following additional items are specific to Lifting Accessories only;

2.27 The intended use.

This information would be specific to the limits on the conditions of use that have been taken into
account in the manufacturers risk assessment and in the design and construction of the accessory.

For example, you could specify limits on operating temperatures or use in acids or strong alkalis.

2.28 The limits of use (particularly for lifting accessories such as magnetic or vacuum pads
which do not fully comply with the requirement that holding devices be designed and
constructed in such a way that inadvertent dropping of loads is avoided).

This relates to accessories such as, magnetic or pneumatic lifters, hydraulic grabs etc., for which certain
requirements, such as the requirement for holding devices to be designed in such a way that inadvertent
dropping of loads is avoided, cannot always be fully satisfied. The manufacturer must specify these
cases and inform the user that the load holding devices concerned must not be used above areas where
people are liable to be present.

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Document Reference : LEEA-062, Version 2, March 2021

2.29 Instructions for assembly, use and maintenance.

This section must specify the particulars crucial to use and associated with fitting the accessory to the
lifting appliance and or the load. For example, it may state the size of the hook to which a master link
of a sling should be used with or the maximum diameter that can be fitted to end terminations.

The instructions for putting into service shall indicate all of the necessary checks or inspections that
need to be carried out to ensure the equipment is in good working condition before first use.

This section must also indicate whether specific training is required to use the equipment correctly. The
manufacturer is not expected to provide a full training program or training manual in the instructions.
However, the instructions may indicate important aspects to be covered by the operator training in order
to help employers fulfil their obligations to provide appropriate training to operators.

2.30 The static test coefficient used.

This refers to the measures taken by the manufacturer to check the fitness for purpose of the lifting
machinery.

It refers to the static tests that are required for the lifting accessory. The relevant test reports must be
included in the instructions. This is done to provide the user with the proof that the necessary tests have
been completed.

3.0 Further guidance.

The preceding information outlines the minimum information required by relevant legislation for general
purpose lifting equipment. For further guidance, the author of the instructions would be wise to consult
the relevant nationally approved standards for their specific product or other relevant documents such
as the globally applicable COPSULE which may be obtained here- www.leeaint.com/copsule

Additional support for LEEA Members can be sought from technicaladvice@leeaint.com

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