HOW TO USE THIS COMPETENCY – BASED LEARNING MATERIAL

Welcome to the learners guide for the module:

PERFORMPRODUCTIVE OPERATION FOR BACKHOE LOADER

This Competency-based learning material contains training materials

and activities for you to complete.

The unit of competency PERFORMING PRODUCTIVE OPERATION

FOR BACKHOE LOADER contains the knowledge, skills and attitude
required for a Heavy Equipment Operation (Backhoe Loader) with
National Certificate Level (NC II).

You are required to go, through a series of learning activities in order

to complete each learning outcomes of the module. In each learning
outcome there are information sheets, resources sheets, and reference
material for further reading to help you better understand the
required activities. Follow these activities on your own and answer the
self-check at the end of each learning outcome.

 Information Sheet – this will provide you with information

(concepts, principles and other relevant information) needed in
performing certain activities.
 Operation Sheet – this will guide you in performing single task,
operation or process in a job.
 Job Sheet – this is designed to guide you how to do that will
contribute to the attainment of the learning outcome.
 Assignment Sheet – is to guide you to enhance what you have
learned in the information sheet, operation sheet or job sheet.
 Work Sheet – are different forms that you need to fill up in
certain activities that you performed.

Upon completion of this module, study the evidence plan at the end of
the last learning element of this module then ask your trainer to
assess you. You will be given a certificate of completion as proof that
you have met the standard requirements (knowledge, skills and
attitude) for this module. The assessment could be made in different
methods, as prescribed in the competency standard.

If you have questions, do not hesitate to ask your trainer/s for

assistance.

RECOGNITION OF PRIOR LEARNING (RPL)

You may have some of most of the knowledge and skills covered in
this learner’s guide because you have
 Been working for some time
 Already completed training in this area

The evidences for recognition of prior learning are presented if:

 You can demonstrate to your trainers that you are
competent in particular skills, you don’t have to do the same
training again.
 If you feel you have some of the skills, talk to your trainers
about having them, formally recognized.
 If you have a qualifications or Certificates of Competence
from previous trainings show it to your trainer
 If the skills you acquired are still relevant to the module,
they may become part of the evidence you can present for
RPL.

At the end of the learners guide there is a learner’s diary to record.

Important dates, jobs undertaken and other workplace event that will
assist you in providing further details to your trainers or assessors. A
Record of Achievement is also provided for your trainers to complete
once you completed the module

This module was prepared a source of information for you to acquire

knowledge and skills in Heavy Equipment Operation (Backhoe Loader)
to achieve the required competency, Develop and update Heavy
Equipment Operation (Backhoe Loader) independently and at your
own pace.

1. Take Pre-assessment to evaluate your skills and knowledge in

preparation for post and final assessment.
2. Talk to your trainer and agree on you how both will recognize
the training.
3. Work through all the information and complete the learning
activities in each learning outcome. Read information sheet and
complete the self check as suggested in your resources which
are encoded in the resource materials.
4. Your trainer will be your facilitator to assist your needs in
completing your activities.
5. The trainer will tell you about the important things needed to
accomplish the learning activities.
6. You are given an opportunity to study and master the module at
your own convenient pace and time.
7. You can gather other information/ data through interview,
research and talk to more experienced work master.
8. You can ask your trainer to observe your activity outline in the
learning guide.
9. As you work through your activities you should be open for
trainers feedback on your progress.
 10. Upon completion of the module you should feel free and
confident to ask for final assessment. The result of your
assessment will be recorded in your Competency Achievement
Record

HEAVY EQUIPMENT OPERATION NC II (BACKHOE LOADER)

List of Competencies

No. Unit of Competency Module Title Code

1 Perform pre- and post- Performing pre- CON833301
operation procedures and post-
for Backhoe Loader operation
procedures for
 Backhoe Loader
2 Perform basic Performing basic CON833302
preventive maintenance preventive
servicing operation for maintenance
Backhoe Loader servicing
operation for
Backhoe Loader
3 Perform productive Performing CON833304
operation Backhoe productive
Loader operation Backhoe
Loader

MODULE CONTENT

QUALIFICATION : HEAVY EQUIPMENT OPERATION NC II

(BACKHOE LOADER)

UNITS OF COMPETENCY : PERFORM PRODUCTIVE

OPERATION FOR BACKHOE
LOADER
MODULE TITLE : PERFORMING PRODUCTIVE
OPERATION FOR BACKHOE
LOADER

INTRODUCTION :
This module covers the knowledge , skills and attitudes required to
perform routine basic preventive maintenance and servicing of
Backhoe Loader

NOMINAL DURATION : 24 hours

CERTIFICATION LEVEL : NC II

SUMMARY OF LEARNING OUTCOMES :

Upon completion of the module the trainees/student should be

able to:

LO1. Perform loading and unloading of Backhoe Loader to and

from truck/trailer (low bed).

LO2. Perform Backhoe Loader operations.

.

ASSESSMENT CRITERIA:

 Lifting equipment is selected based on job requirements.

 Operator-serviceable (OS) parts are checked in accordance
with equipment checklist and manufacturer’s procedures.
 Walk-around check is performed with the equipment
checklist and with engine stopped/ not running.
 “BLOWAF” check is performed with checklist form and with
engine stopped/not running.
 Fluid levels are maintained in accordance with equipment
maintenance manual.
 Abnormal conditions noted I checklist and reported to
authorized person.
  Starting/running check is performed with checklist and in
accordance with manufacturer’s recommendations.
 Brake, steering and controls are checked for normal
functioning as per manufacturer’s specifications.
 Walk-around check is performed with equipment checklist
and while engine is running.
 Safety devices are checked for proper functions in
accordance with safe operating procedures.
 Equipment is parked and turned off after productive
operation in accordance with company rules and regulations.
 Equipment controls are set into neutral position and parking
brakes are engaged according to manufacturer’s operations
manual.
 Safety locks and brakes are all set/engaged in accordance
with operator’s manual.
 Walk-around inspection check is re-conducted while doing
engine cool down
 Daily equipment time record/report (DETR) is
accomplished / submitted according to company rules and
regulations.

COMPETENCY SUMMARY

LO 1 Perform loading and unloading of Backhoe Loader to and

from truck/trailer (low bed).

ASSESSMENT CRITERIA:
 Low bed trailer for transporting the Backhoe Loader are
considered according to equipment specification.
 Coordination and communication are maintained with
authorized signalman while loading/unloading.
 Backhoe Loader is loaded/unloaded using adequate ramp
based on safe operating procedures.
 All safety locks and controls are secured based on operations
and maintenance manual.
  Rested bucket properly based on safe work procedure
(Loaded).
 Tracks (UC) or wheels are secured with stopper blocks and
binders (loaded).
 Control and brakes are checked in line with safety
procedures prior to starting, loading/unloading the machine
from the low bed trailer.
 Stopper blocks and binder are removed prior to unloading of
the machine.
 Bucket is raised based on safe unloading procedures.
 Responded to unexpected situations in line with company
rules and regulation in a manner that minimizes risks to
personnel and equipment.

LO 2. Perform Backhoe Loader operations.

Assessment Criteria

 Loader bucket clearance is maintained based on

recommended height above ground during transport of earth
materials and according to safe operating procedures.
 Machine travel in accordance with work area condition.
 Loading operation to dump truck is performed according to
safe operating procedure
 Load is carried within bucket capacity.
 Recommended dump height/clearance is followed in loading
material to dump truck based on manufacturer’s
recommendations.
 Unexpected situations are responded to in line with company
rules and regulations.
LEARNING EXPERIENCES

Learning Outcome 1: Perform loading and unloading of Backhoe

Loader to and from truck/trailer (low bed).
Learning Activities Special Instructions

1. Read Information Sheet 1.1

– 1 “Perform loading and
unloading of Backhoe
Loader to and from
truck/trailer (low bed).”
2. Answer Self-Check 1.1-1 Compare to the answer key 1.1-1

3. Perform Job Sheet 1.1-1 on Trainer evaluates performance

Perform loading and
and makes recommendations.
unloading of Backhoe
 Loader to and from
truck/trailer (low bed).”

INFORMATION SHEET 1.1-1

Loading and Unloading

Machine Shipping

Investigate the travel route for overpass clearances. Make sure there
will be adequate clearance for the machine being transferred.

To prevent the machine from slipping while loading, or shifting in

transit, remove ice, snow or other slippery material from loading dock
and the truck bed before loading.

1. Block the trailer or rail car wheels before loading.

2. After the machine is in position, connect the steering frame lock

link to hold the front and rear frames rigid.
3. Lower the attachment to the floor of the transport vehicle. Move the
transmission control lever to neutral.

4. Engage the transmission control lock.

5. Engage the parking brake.

6. Stop the engine.

7. Turn the start switch key to OFF and remove the key.

8. Turn the disconnect switch key to OFF and remove the key.

9. Lock the door access covers and attach any vandalism protection.

10. Secure the machine with tie-downs when transporting on a rail

car or a tractor-trailer.

11. Cover the exhaust opening. Turbocharger damage can result if

turbocharger rotates without the engine operating.

TASK SHEET 1.1-1

Title: Perform loading and unloading of Backhoe Loader to and
from truck/trailer (low bed).
Performance Objective:
Give the required area / facility venue, the needed
equipment and materials, the student will be identify the forklift types
and components parts.
Supplies/Materials : Pre-operation inspection checklist
Equipment : Backhoe Loader
Steps/Procedure :

Assessment Method:
Portfolio Assessment, Performance Criteria Checklist
 PERFORMANCE CRITERIA CHECKLIST
Task Sheet LO1. 1.1-1
CRITERIA Yes No
1. Backhoe Loader is parked in safe and level
ground
2. Master disconnect switch is set in off
position
3. Work place is freed of hazardous materials
LEARNING OUTCOME # 2 PERFORM BACKHOE LOADER
OPERATIONS.
CONTENTS:
 Recommended safe parking procedures
 Safety/prevention (PPE, machine, and environmental)

ASSESSMENT CRITERIA:
1. Backhoe Loader is parked in safe and level ground
2. Master disconnect switch is set in off position
3. Work place is freed of hazardous materials
CONDITIONS:
Students/trainees must be provided with the following:

 Operations and maintenance manual

 Unit of equipment (Backhoe Loader)
 PPE
 Handouts/instructional materials
ASSESSMENT METHODS:
1. Direct observation
2. Written test/questioning
 LEARNING EXPERIENCES

Learning Outcome 2: Perform Backhoe Loader operations.

Learning Activities Special Instructions

1. Read information sheet

1.1-2 “Perform Backhoe
Loader operations.”
2. Answer self-check 1.1-2 Compare to the Answer key 1.1-2

3. Perform Job Sheet 1.1-2 on Trainer evaluates performance

“Perform Backhoe Loader
and makes recommendations.
operations.”
 INFORMATION SHEET 1.1-2

Learning Objective/s:
Learners will demonstrate awareness of safe Backhoe Loader
operation principles by identifying basic key features on the lift,
recognizing the technical components of Backhoe Loader operation,
listing safe load handling and driving practices, stating general safety
rules, and inspecting and maintaining lift equipment.

PRE-START CHECK
It is walk-around inspection that looks for damaged or worm parts,
fluid leaks, correct fluid level and check specific engine parts.

1. TIRES / PNEUMATIC TIRES

 Check air pressure in all tires including spare
 Check to see that all valve stems have a cap and securely
screwed down
 Look for excessive wear, uneven wear, cuts side-wall damage
and loose or broken lug nuts
 Remove any stones embedded in tire treads
 Check for rocks that may be lodged between dual rear tires.

2. LOADER BUCKET
 Inspect cutting edge for wear or cracks
 Inspect teeth if so equipped
o Check for loose nuts and bolts
o Inspect cutting edges for wear or cracks
o Look for broken teeth
3. FLUID LEAKS
 Examine engine compartments
o Look for loose / worm parts
o Look under engine compartment, the power take-off and
the differential for wet spots or stains on the ground
o Look above spots to locate source of leak
o Look at or feel inside of wheels for brake fluid leaks
o Check hoses connected to air filter canister. Be sure unit
is intact
o Inspect fuel, oil and vacuum line connection for leaks.

 Examine all hoses for cuts, breaks, kink or pinched areas

o Look for oil and fuel leaks around filter bowl or cartridge
seals and hose connections
o Feel bottom of oil and fuel filter bowls for leaks
o Check steering linkage for excessive play
o Inspect cylinders for hydraulic oil leaks

4. FLUID LEVEL
 Check engine oil level and cleanliness
o If oil is below proper level on dipstick, add proper typ and
amount of oil
o If it appears dirty, arrange for servicing
 Check radiator coolant level
o Coolant should be at proper level required for a particular
use of equipment
 Check hydraulic fluid level by using a dipstick
o If a fluid is low, add proper type and amount
 Check fluid in power steering pump
o If the fluid is low, add proper type amount

5. AIR FILYTER SYSTEM

 Inspect the pre-cleaner bowl if so equipped
o Empty accumulated material
o Wipe bowl clean
 If a pre-cleaner is a screen type, remove accumulated build-
up with a stiff brush
 Inspect dry type cleaner
o Check indicator gauge that warms when to clean or
replace filter
o If replacement is necessary, use a new element
 o If replacement element is not available, remove element
and tap on palm of hand and not on hard surface
o If tapping does not remove dust, use compressed air blow
from the inside to the outside
o Check to see if element is clean by placing a light bulb
inside and viewing the light’s penetration through the
pleated paper of the element.
 Or place the element toward the sun and view the penetration
of sunlight passing through pleated paper from the outside of
the elements

ADDITIONAL INSPECTION
1. FAN BELT
 Check for correct tension by pressing down on belt with thumb.
Belt tension must be within equipment specification
 Examine belt for wear or cracking

2. FAN
 Check for looseness
 A loose fan could mean a broken water pump of shaft of a worn
seal or bearing

3. BATTERY
 Check battery fluid level
o If needed fill each cell to just above the top of the battery
plates and separators
o Never fill cell to the top
o Fill with clean distilled water
o See that battery is securely fastened
o Check for loose battery wire connections
o Look for worn or frayed wire and damaged clamps
o Keep battery posts and clamps clean of corrosion
o See that clamps are tight
o Grease posts and clamps to prevent corrosive acid build up
o Id equipped with maintenance free battery, follow
instructions written on the battery. Check built-in
hydrometer gauge on top of battery. A change in color may
indicate that there is a problem

4. FUEL TANK
  Open drain cock located at bottom of fuel tank to drain
condensation and sediment from fuel tank. Draining helps keep
fuel clean and prevents clogging of engine components.

Starting and operating the vehicle:

A. Before starting the engine:

1. Look around the vehicle to be sure there are not flat tires, (check
tires) puddles of oil or water and other indications of possible
trouble.
2. After entering the vehicle, check to be sure the parking brakes
engages.
3. Check your seat, seatbacks and headrest to be sure they are in
proper position.
4. Check the position of the interior and exterior mirrors.
5. Lock all doors
6. Fasten your seatbelts and be sure that all occupants have fastened
theirs.
7. Turn off all lights and accessories that are not needed.
8. When you turn the ignition switch to ON, check that all
appropriate warning lights are operating and that you have
sufficient fuel.

B. BEFORE DRIVING
1. Check to ensure that the meters, pilot lamps and gauges are
performing well.
2. Release the parking brake lever all the way and confirm that the
parking brake pilot lamp has gone out.
3. When making a start in loaded condition, shift the 1 st speed gear
and make slow start. Extend use if the clutch in half engages
position will reduce the life of the clutch.
4. If strange sound, vibrations unsmooth acceleration, odor or
anything wrong is noted, stop the vehicle and check all conditions
immediately.
5. If hard steering or inadequate brake application occurs during
operation, stop and check the vehicle immediately.

START THE ENGINE

 Turn key to the “on” position.
o Warning indicator lights should be on by this time
o If all lights are functioning, start the engine.
 o Lights should shut off in a few seconds. If any lights remain
on, turn off engine and notify supervisor, so system can be
checked.
 Allow engine to warm-up for five to ten minutes.

NOTE: This allows the oil pressure to build the compressor to build
in the air tank.-up and lubricate all moving engine parts. The
engine reaches its operating temperature and the coolant begins to
circulate. If engine uses air pressure, this warm-up allows the
compressor to build in the air tank.

LISTEN TO ENGINE
 If anything unusual is heard, shut the equipment down and notify
supervisor.
 Check the panel gauges or indicator lights to be sure they are
registering in the normal range as engine warms-up.

Gauges Include:
 Ammeter
 Temperature
 Oil pressure
 Air pressure
 Fuel
 Any additional gauges

BEFORE DRIVING YOUR VEHICLE:

Breaking-in your vehicle

 Allow the engine to warm up fully until the coolant temperature
reaches about 60oC (140oF)
 Avoid racing the engine, abrupt start, acceleration and braking
 Avoid overloading the vehicle as this will result in a short life.
 Avoid high speed operation as far as possible. During break-in
operation, make sure that the engine speed does not exceed 1,500
rpm.

Keys
 For greater convenience, the same key operates all the locks in
your equipment. However, because the doors can be locked without
a key, carrying a spare key is recommended in case you
accidentally lock one inside the vehicle.
WARM-UP CHECK
This check is made from inside the cab while equipment is warning
up. It helps determine if equipment is operating properly before
leaving the parking area.

Before Starting the Engine

 Be sure all personnel are clear of equipment
 Be sure transmission / control levels are in the neutral or park
position
 Be sure that parking brake is engaged
 Engage clutch if equipped
 Be sure loader bucket / attachments are grounded

Starting the Engine

 The key to the “on” position
o Warning indicator lights should be on by this time
o If all lights are functioning, start the engine
o Lights should shut off in a few seconds. If any lights remain on,
turn off engine and notify supervisor, so system can be checked
 All engine to warm-up five to ten minutes

NOTE: This allows the oil pressure to build-up and lubricates all
moving engine parts. The engine reaches its operating temperature
and the coolant begins to circulate. If engine uses air pressure, this
warm-up allows the compressor to build pressure in the air tank.

LISTEN TO ENGINE
 If anything unusual is heard, shut the equipment down and notify
supervisor
 Check the panel gauges or indicator lights to be sure they are
registering to the normal range as engine warms up.

Gauges include:
o Ammeter
o Temperature
o Oil pressure
o Air pressure
o Fuel
o Any additional gauges

ODOMETER
Read the odometer and record the number of miles. Number of miles
registered determines when supervisor is notified that periodic
preventive maintenance is due on that particular piece of equipment.

o Turn signals (front and rear)

o Brake lights
o Back-up lights
o Four-way flashers

CHECK STEERING
Look for smooth, even response in front wheels when stirring wheels
is over.

CHECK BRAKES
 Be sure area is clear of personnel before making this check.
 Release parking brake and put vehicle in motion.
 Apply the foot brake. Brake should feel solid.
 If brakes do not hold or if they need to be pumped, shut down the
equipment and notify the supervisor.
 Check air brakes (if equipped)
o Listen for audible leaks
o Look for rapid pressure drop

CHECK BACK-UP ALARM

 After a warm-up, reverse to check the operation of back-up alarm if
equipped

OPERATE ALL CONTROL LEVERS AND OBSERVE

 Check for any hydraulic leaks at cylinder seals.

DAILY OPERATING CHECKS

This check is carried out during daily operation of the equipment

LISTEN FOR NOISES

 Listen for unusual noises in the engine or power equipment
 Is there excessive vibrations
 Check gauges during operation since they will indicate any
changes in operation
o Because of any changes in performance
o Be aware of spray nozzle performance

SHUT DOWN CHECK

This check prepares equipment for the following work day.

REFUEL
 Fill fuel tank to minimize water condensation.
o Be sure all fueling equipment is clean to prevent contaminants
from entering fuel tank.

CLEAN EQUIPMENT
 Clean daily build-up of dirt or materials off the equipment
 Park on level surface if possible
 Put transmission in park or first gear
 Set parking brake

IDLE ENGINE
 Allow engine to idle for five minutes before shutting down.
This reduces pressure in the hydraulic systems that could
cause leaks or damage to seals or hoses
 Work levers or steering wheel to relieve additional hydraulic
pressure.
 After engine has cooled down, turn key to “of” position and
remove from switch.

CHECK HOUR METER READING

 Record hour meter reading. Check against time recorded at
start up. This check sees if meter is working.

NOTE: The hour meter records number of hours that

equipment has worked. The number of hours registered
determines when equipment is due for periodic preventive
maintenance.

LUBRICATION MAINTENANCE SCHEDULE

LUBRICATION
1. Use a grease gun to lubricate mechanical joints.
 Follow manufacturer’s guidelines for proper lubrication
procedures.

NOTE: Proper lubrication will extend the life of the

equipment.

2. Weekly preventive maintenance

 This is performed also by the operator and maybe assisted by field
mechanic if the latter is available. Those functions are not required
each day, but must be performed each week or every 50 to 70
operating hours. Daily preventive maintenance indicators are
included.

3. Monthly preventive maintenance

This performed by the preventive maintenance team in the shop or
in the job site assisted by the operator. Functions required after
each 50 to 70 hours of operation or 200 to 300 operating hours
must be performed. Weekly preventive maintenance service is
inclusive.

4. Annual preventive maintenance

This is performed by shop trained personnel who is well versed in
all phases of maintenance. Functions required after 3,000
operating hours are performed. Operators should assist the
mechanics assigned the while these types of services are
performed. Ordinarily, the operator should present the vehicle in a
reasonable condition.

BEFORE OPERATION
 Check engine oil level
 Check engine coolant level
 Drain sediment and water from fuel tank
 Check/clean dust collector cap
 Check air cleaner service indicator
 Lubricant front clutch engaging collar (2 strokes)
 Lubricate rear clutch engaging collar (2 strokes)
 Check shaft bearing reservoir
 Visually inspect engine for damaging, leaks, loose or frayed
bolts

DURING OPERATION
 Check fuel pressure gauge reading
(normal, green-approximate 30 psi)
(out, red-approximate 20 psi)
 Check oil pressure gauge reading
(minimum: 20 psi-1.5 kg/cm2)
(maximum: 62 psi – 4.0 kg/cm2)
  Check coolant temperature
(minimum: 172 oF or 77 0C)
(maximum: 210 oF or 99 0C)
 Listen for unusual noise

AFTER OPERATION
 Fill the fuel tank
 Visually inspect engine for damaging, leaks, etc.

EVERY 125 HOURS

 Lubricate clutch control lever shaft bearings (2 strokes)
 Lubricate front and rear clutch pilot and shaft bearings
Additional: before, during and after operation

EVERY 250 HOURS

 Change engine oil and filter
 Wash/clean primary fuel filter
 Lubricate fan drive bearings (2 strokes)
 Check battery electrolyte (level and specific gravity)
 Clean electrical connections and battery
 Inspect alternator drive belt
 Additional: every 125 hours

EVERY 500 HOURS

 Replace final fuel filter
 Change clutch shaft reservoir oil
 Clean crankcase breather

EVERY 1000 HOURS

 Clean/replace air cleaner element
Note: The element can be cleaned approximately three (3) times.
Carefully inspect the element after each cleaning. If engine is
not equipped with air cleaner service indicator, check element
every 250 service hours or more after under dusty condition. If
after servicing the air cleaner, the exhaust smoke is black or
lose of power continuous, install a new element.

EVERY 2000 HOURS

 Lubricate generator (3 x 4) rear bearing
 Inspect coolant pump
 Clean cooling system
Stop the engine when it is at normal operating temperature and drain
coolant as quickly as possible. Flush thoroughly then fill with a
solution of 1 lb. oxalic acid or Sodium bisulfate per 5 gallons of water.
Run the engine at operating temperature (1/2 to 1 hour) then drain
and flush until water is clear. Fill with a solution of ½ lb. Sal. Soda
per ten gallons of water and un the engine ten (10) minutes. Drain,
flush and fill with water.

 Check/replace fuel injection nozzles

 Adjust valve lash (in.= 0.38; exh.=0.76mm)
 Inspect rebuilt alternator

PREVENTIVE MAINTENANCE OF HEAVY EQUIPMENT

EVERY 10 SERVICE HOURS OR DAILY
 Check crankcase oil
o Check oil level
 Check transmission system oil
o Check oil level
 Check hydraulic tank
o Check oil level
 Check radiator
 o Coolant level
 Check fuel tank
o Drain the water sediment
EVERY 50 SERVICE HOURS OR WEEKLY
 Check air cleaner – more often in dusty conditions
 Check inflation pressure – 15.5 – 25
Front 44 psi Rear – 25 psi
17.5 – R25 44 psi Rear – 25 psi
You must read and understand the warnings and instructions
contained in this manual, before performing any operation or
maintenance procedures.

EVERY 100 SERVICE HOURS OR 2 WEEKS

 Lubricate fittings
o Lift arm cylinder linkage
o Rear axle trunnion bearings
o Steering cylinder bearings

You must read and understand the warnings and instructions

contained in this manual, before performing any operation or
maintenance procedures.

EVERY 250 SERVICE HOURS OR MONTHLY

 Change the oil and filter
 Add supplement coolant additive r replace element
 Lubricate fitting – center drive shaft spline
 Check brakes – test service brake holding ability
 Check belts of fan and alternator. Defect 14 to 20 mm (0.51 –
0.81 inch)
 Check batteries electrolyte level
You must read and understand the warning and instructions
contained in this manual, before performing any operation or
maintenance procedures.

EVERY 1000 SERVICE HOURS OR 6 MONTHS

You must read and understand the warning and instructions
contained in this manual, before performing any operation or
maintenance procedures.

EVERY 2000 SERVICE HOURS OR 1 YEAR

You must read and understand the warning and instructions
contained in this manual, before performing any operation or
maintenance procedures.

EVERY 3000 SERVICE HOURS OR 2 YEARS

You must read and understand the warning and instructions
contained in this manual, before performing any operation or
maintenance procedures.

EVERY 3000 SERVICE HOURS OR 2 YEARS

You must read and understand the warning and instructions
contained in this manual, before performing any operation or
maintenance procedures.

FIELD OPERATIONS SAFETY

A. Safety measures are required for all equipment operations. A well
planned safety and accident prevention program will keep the
accident down and prevent the loss of operating hours and
equipment.

B. Proper safety measures should be initiated and enforced, and

operators should discipline themselves to observe safe operation
practice and to recognize and report hazardous conditions.

SAFETY HAZARDS
Listed are some safety hazards which normally cause accidents in
field operation:

1. Dirty Equipment
2. Lubricants and fuel leakage
3. Inoperable wipers, lights and signals and windshields
4. Ignorance of PM
5. Improper operation
6. Ignorance of his equipment
7. Failure to observe safety on smoking, danger, cautions, signs, etc.
8. Failure to observe traffic signs
9. Improper use of tools

SAFETY OPERATION

BEFORE OPERATION:
A. When servicing batteries, do not smoke or use open flame in the
vicinity. Batteries generate hydrogen, a highly explosive gas.
B. When filling the fuel tank, always maintain metal-to-metal contact
between the filling apparatus and fuel tank to prevent spark from
being generated to fuel flows over the metallic surfaces.
C. When servicing batteries, do not smoke or use open flame in the
vicinity. Batteries generate hydrogen, a highly explosive gas.
D. Make sure the master clutch is disengaged and all controls and
levers are in neutral position before starting the engine.
E. Replace all guards and covers immediately after lubrication and
adjustment.
F. Before starting the engine or operating any of the equipment, be
sure to loose bars, tools or parts that are lying in or any part of the
equipment to prevent damage to the equipment or bodily injury to
personnel.

DURING OPERATION:
A. Do not attempt to remove, lubricate, tighten or adjust parts while
the equipment is in motion.
B. Do not leave the equipment while the engine is idling.
C. Do not lift a load unless satisfied that it is hooked property.
D. Do not lift a load unless satisfied that it is hooked properly.
E. Do not exceed the maximum permissible speed limit.

AFTER OPERATION
A. Maintain good equipment house-keeping
B. Maintain metal-to-metal contact when filling the fuel tank
C. Do not leave the equipment on a slope or unstable parking place
D. Always report any mechanical deficiencies that may result in
damage to the equipment if operation is continued.
NOTE: The safety information discussed here is only a part of what we
must know and practice in our daily work. Common sense is the main
factor if most cases. Your ability to use common sense along with
safety will enable you to perform your work more effectively.
Everything one can do to prevent an incident means that money is
saved, equipment is concerned and personnel is protected from injury.

SELF-CHECK OF 1.1-2

1. What are those 9 pre-start check you need to inspect?

2. Give some important procedures in starting and driving the
engine?
3. This where you record and read the number of miles registered?
4. How many minutes allow engine to idle?
5. What are the 4 lubrication maintenance schedule?
6. Give the minimum and maximum reading of fuel pressure, oil
pressure gauge and coolant temperature?
7. Every 125, 250, 500, 1000 and 2000 hours of used what are those
things you need to do in the vehicles?
8. Every 10, 50, 100 and 250 services hours what are those thing you
need to check the preventive maintenance of Heavy Equipment?
9. What are the 9 safety hazards?
10. Give the things you need to do first during and after operation?
 ANSWER KEY OF 1.1-2
1. -Tires/Pneumatic tires
- Forks, carriage and mast
- Fluid leaks
- Fluid level
- Air filyter system
- Fan belt
- Fan
- Battery
- Fuel tank
2. Before starting the engine:
 Look around the vehicle to be sure there are not flat tires,
(check tires) puddles of oil or water and other indications of
possible trouble.
 After entering the vehicle, check to be sure the parking brakes
engages.
 Check your seat, seatbacks and headrest to be sure they are in
proper position.
 Check the position of the interior and exterior mirrors.
 Lock all doors
 Fasten your seatbelts and be sure that all occupants have
fastened theirs.
 Turn off all lights and accessories that are not needed.
  When you turn the ignition switch to ON, check that all
appropriate warning lights are operating and that you have
sufficient fuel.

BEFORE DRIVING
 Check to ensure that the meters, pilot lamps and gauges are
performing well.
 Release the parking brake lever all the way and confirm that the
parking brake pilot lamp has gone out.
 When making a start in loaded condition, shift the 1 st speed
gear and make slow start. Extend use if the clutch in half
engages position will reduce the life of the clutch.
 If strange sound, vibrations unsmooth acceleration, odor or
anything wrong is noted, stop the vehicle and check all
conditions immediately.
 If hard steering or inadequate brake application occurs during
operation, stop and check the vehicle immediately.
3. Odometer
4. Five minutes
5. – Use a grease gun to lubricate mechanical joints
- Weekly preventive maintenance
- Monthly preventive maintenance
- Annual preventive maintenance
6. OPG – min: 20 PSI – 1.5kf/cm2
Max: 62 PSI – 40.0 kg/cm2
C.T.: - min: 170 oF – 77 oC
Max: 210 oF – 99 oC
7. EVERY 125 HOURS
 Lubricate clutch control lever shaft bearings (2 strokes)
 Lubricate front and rear clutch pilot and shaft bearings
Additional: before, during and after operation

EVERY 250 HOURS

 Change engine oil and filter
 Wash/clean primary fuel filter
 Lubricate fan drive bearings (2 strokes)
 Check battery electrolyte (level and specific gravity)
 Clean electrical connections and battery
  Inspect alternator drive belt
 Additional: every 125 hours

EVERY 500 HOURS

 Replace final fuel filter
 Change clutch shaft reservoir oil
 Clean crankcase breather

EVERY 1000 HOURS

 Clean/replace air cleaner element
Note: The element can be cleaned approximately three (3) times.
Carefully inspect the element after each cleaning. If engine is
not equipped with air cleaner service indicator, check element
every 250 service hours or more after under dusty condition. If
after servicing the air cleaner, the exhaust smoke is black or
lose of power continuous, install a new element.

EVERY 2000 HOURS

 Lubricate generator (3 x 4) rear bearing
 Inspect coolant pump
 Clean cooling system

8. EVERY 10 SERVICE HOURS OR DAILY

 Check crankcase oil
o Check oil level
 Check transmission system oil
o Check oil level
 Check hydraulic tank
o Check oil level
 Check radiator
o Coolant level
 Check fuel tank
o Drain the water sediment
EVERY 50 SERVICE HOURS OR WEEKLY
 Check air cleaner – more often in dusty conditions
 Check inflation pressure – 15.5 – 25
Front 44 psi Rear – 25 psi
 17.5 – R25 44 psi Rear – 25 psi
You must read and understand the warnings and instructions
contained in this manual, before performing any operation or
maintenance procedures.

EVERY 100 SERVICE HOURS OR 2 WEEKS

 Lubricate fittings
o Lift arm cylinder linkage
o Rear axle trunnion bearings
o Steering cylinder bearings
You must read and understand the warnings and instructions
contained in this manual, before performing any operation or
maintenance procedures.
EVERY 250 SERVICE HOURS OR MONTHLY
 Change the oil and filter
 Add supplement coolant additive r replace element
 Lubricate fitting – center drive shaft spline
 Check brakes – test service brake holding ability
 Check belts of fan and alternator. Defect 14 to 20 mm (0.51 –
0.81 inch)
 Check batteries electrolyte level
9. Dirty Equipment
 Lubricants and fuel leakage
 Inoperable wipers, lights and signals and windshields
 Ignorance of PM
 Improper operation
 Ignorance of his equipment
 Failure to observe safety on smoking, danger, cautions, signs,
etc.
 Failure to observe traffic signs
 Improper use of tools
10. DURING OPERATION:
A. Do not attempt to remove, lubricate, tighten or adjust parts
while the equipment is in motion.
B. Do not leave the equipment while the engine is idling.
 C. Do not lift a load unless satisfied that it is hooked property.
D. Do not lift a load unless satisfied that it is hooked properly.
E. Do not exceed the maximum permissible speed limit.

AFTER OPERATION
A. Maintain good equipment house-keeping
B. Maintain metal-to-metal contact when filling the fuel tank
C. Do not leave the equipment on a slope or unstable parking place
D. Always report any mechanical deficiencies that may result in
damage to the equipment if operation is continued.

TASK SHEET 1.1-2

Title: Perform Backhoe Loader operations.
Performance Objective:
Give the required area / facility venue, the needed
equipment and materials, the student will be able to perform
Checking Operator Serviceable (OS) Parts in one hour only (1 hour).
Supplies/Materials : Pre-operation inspection checklist
Equipment : Backhoe Loader
Steps/Procedure :
 Pre-start Check
 Start the Engine
 Listen to Engine
 Breaking-in your vehicle
 Warm-up check
 Before starting the engine
 Starting the engine
 Listen to engine
 Check steering
 Check brakes
 Check back-up alarm
 Operate all control leers and observe
 Daily operating checks
 Listen for noises
 Shut down check
 Refuel
 Clean equipment
 Idle engine check hour meter reading
 Lubrication maintenance schedule
 Preventive maintenance of Heavy Equipment
 Field operations safety
 Safety hazards
  Safety operation

PERFORMANCE CRITERIA CHECKLIST

Task Sheet LO2. 1.1-2
CRITERIA Yes No
1. OS (Operator’s Serviceable) parts/standard
are serviced according to the
manufacturer’s condition.
2. Fluids and lubricants are used based on
manufacturer’s manual
3. Appropriate basic hand tools and equipment
are used as per job requirements.