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
