CraneHoist 20230703v1

Operations training
Crane and Hoist Training

Standard
V1
Publication date: 3 July 2023

Operations training
Crane and Hoist / V1

2023-07-03
CONTENTS
1. LIST OF ABBREVIATIONS .................................................................................................................................................... 4
2. TERMS AND DEFINITIONS .................................................................................................................................................. 4
3. CHANGE LOG...................................................................................................................................................................... 6
4. SCOPE ................................................................................................................................................................................. 7
5. GENERAL REQUIREMENTS FOR THE CRANE AND HOIST TRAINING STANDARD ................................................................ 8
5.1 Overview 8
5.2 Target Group 9
5.3 Aims and Objectives 9
5.4 Duration of the Crane and Hoist Standard Modules 9
5.5 Validity Period 9
5.6 Course Codes 10
5.7 Participant Prerequisites 10
5.8 Instructor Qualification Prerequisites 10
5.9 Training Equipment and Facilities 10
6. USING THIS STANDARD TO DEVELOP TRAINING.............................................................................................................. 11
7. MODULE 1 – CRANE AND HOIST BASIC USER .................................................................................................................. 13
7.1 Aims and Objectives for the Crane and Hoist Basic User Module 13
7.2 Target Group 13
7.3 Duration of the Crane and Hoist Basic User Module 13
7.4 Crane and Hoist Basic User Module Participant Ratio 14
7.5 Crane and Hoist Basic User Module Timetable 14
7.6 Detailed Description of the Crane and Hoist Basic User Module 15
Introduction to the training ................................................................................................................................ 15

Legislation & lifting equipment related documentation ..................................................................................... 21
Lifting plan and risk assessment ......................................................................................................................... 23
Safety .................................................................................................................................................................. 25
Lifting equipment................................................................................................................................................ 26
Lifting accessories ............................................................................................................................................... 29
Theory application .............................................................................................................................................. 31
Pre-operation (practical training) ....................................................................................................................... 32
Lifting operation (practical training) ................................................................................................................... 35
Post lifting ......................................................................................................................................................... 38
Training review ................................................................................................................................................. 39
8. MODULE 2- CRANE AND HOIST INSPECTION AND MAINTENANCE ................................................................................. 42
Global Wind Organisation ©2023 / www.globalwindsafety.org 2 / 107

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8.1 Aims and Objectives for the Crane & Hoist Inspection and Maintenance Module 42
8.2 Target Group 42
8.3 Duration of the Crane and Hoist Inspection and Maintenance training 42
8.4 CHIM Module Participant Ratio 43
8.5 Course Participant Prerequisites for the CHIM Training 43
8.6 CHIM Module Instructor’s Qualification 43
8.7 Equipment for CH Inspection and Maintenance Training (CHIM) 43
8.8 CHIM Module Timetable 44
8.9 Detailed Description of the Crane & Hoist Inspection and Maintenance Module 45
Introduction to The Training ............................................................................................................................... 45

Rules and legislation ........................................................................................................................................... 51
Documentation ................................................................................................................................................... 52
Inspection and Maintenance (Introduction) ....................................................................................................... 53
Safety systems .................................................................................................................................................... 58
Mechanical systems ............................................................................................................................................ 60
Hydraulic systems ............................................................................................................................................... 61
Electrical systems ................................................................................................................................................ 62
Practical exercise ................................................................................................................................................ 62
Troubleshooting and fault finding according to manufacturers’ manuals ........................................................ 65
Training review ................................................................................................................................................. 66
ANNEX 1 - EQUIPMENT LIST ........................................................................................................................................................... 69
ANNEX 2 - TRAINING VISUALS ........................................................................................................................................................ 73
ANNEX 3 - INSPECTION AND MAINTENANCE LOG ......................................................................................................................... 77
ANNEX 4 - PRE-USE INSPECTION LIST, EXAMPLE ............................................................................................................................ 80
ANNEX 5 - COMMUNICATION ........................................................................................................................................................ 83
ANNEX 6 - SAFETY SIGNS ................................................................................................................................................................ 87
ANNEX 7 - BASIC LIFTING PLAN WIND JACKUP @ WINDFARM 1 ................................................................................................... 88
ANNEX 8 - GUIDELINE FOR WARM-UP EXERCISES.......................................................................................................................... 91
ANNEX 9 - MANUAL HANDLING RISK ASSESSMENT ....................................................................................................................... 98
ANNEX 10 - VERSION HISTORY ..................................................................................................................................................... 107

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1. LIST OF ABBREVIATIONS
AOPS Automatic Overload Protection System
CTV Crew Transfer Vessel
GWO Global Wind Organisation
HOPS Hoist Overload Protection Systems
LBPS Lateral Boom Protection Systems
MOPS Manual Overload Protection System
OLP Overload Protection Systems
PPE Personal Protection Equipment
RCI Rated Capacity Indication
RCL Rated Capacity Limiter
SWL Safe Working Load
TP Transitions Piece
WLL Working Load Limit
WTG Wind Turbine Generator
2. TERMS AND DEFINITIONS

Note Terms and definitions may differ depending on regional and national traditions. The following list displays
the terms and definitions used in the GWO training standard.
Term Definition
Automatic Overload Especially relevant for quayside cranes and TP davit cranes, ensuring that a load will
Protection System automatically be released if CTV carrying the load is suddenly moving away from the TP
Basic lifting operation For the purposes of this standard, basic lifting operations are defined in terms of loads,
environment, equipment and accessories. Dynamic lifts and lifting of personnel are not covered
in this this definition of basic lifting operations
Loads. An even centre of gravity that is below lifting points. Sufficient structural integrity to
withstand forces applied by lifting slings. Known or easily calculated weights

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Environment. Steady environmental conditions. Avoidance of hazardous, difficult or restricted

areas
Equipment. Fixed items of lifting equipment. Single items of lifting equipment. Lifting
equipment is used within normal operating parameters
Accessories. Lifting accessories are within normal operating parameters. Standard slinging
arrangements
Competent person A competent person must have sufficient technical experience operating cranes and hoists
obtained by (for example) work experience, crane and hoist trainings, and crane and hoist
manufacturers’ trainings. Furthermore, a competent person must be deemed as such by the
relevant duty holder
Crane A lifting device, that can move, as a minimum, in three dimensions (See annex 1, Equipment)
Documentation Material that provides official information, or evidence, or that serves as a record or log-book
Duty holder The duty holder on a wind farm varies depending on the specific context and jurisdiction.
However, in general, the duty holder is typically the entity or organisation responsible for the
overall operation, management, and safety of the wind farm. This could be the owner or
operator of the wind farm, or a designated entity appointed by the owner or operator
Dynamic lifting Lifting from a moving platform, eg CTV moving in waves and not moored or pushing on to a
WTG transition piece
Exclusion zone The zone under a load where there is a risk of falling objects
Hoist A hoist is a type of lifting equipment designed to raise and lower loads
Inspection Inspection in this standard refers to: inspection done by a competent person to determine if a
crane and hoist is as specified in the relevant manufacturer’s manual and local legislation and,
as such, is safe to operate
Inspection, pre-use Pre-described inspection of the lifting equipment following the manufacturer’s manual before
use
Inspection, statutory Inspection conducted in a legislated inspection interval
Interchangeable lifting Equipment provided by the manufacturer to allow different configurations of lifting and
equipment lowering
Lifting accessories Lifting accessories are pieces of equipment that are used to attach the load to lifting
equipment, providing a link between the two. Any lifting accessories used between lifting
equipment and the load may need to be taken into account in determining the overall weight
of the load
Lifting equipment Lifting equipment is any work equipment for lifting and lowering loads, and includes any
accessories used in doing so (such as attachments to support, fix or anchor the equipment). In

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this training standard, lifting equipment covers common types of fixed cranes and hoist in the
wind industry onshore and offshore
Lifting equipment log Refers to the documentation of use, inspection and maintenance
Load The load includes any material, people, and animals, or any combination of these, that is lifted
by the lifting equipment. Loads are often provided with permanent or semi-permanent fixed or
attached points for lifting. In most cases, these are considered to be part of the load
Main components Main components are presented in Annex 2, Training Visuals
Manual Overload Manual release of a load in case of unintended overload of the lifting equipment. Purpose of an
Protection System overload protection system is to prevent overloading of a crane and hoist
Maintenance Routine process to prevent damage, ensure continued safe functionality of equipment and
prolong the life expectancy
Must For clarity where the word ‘must’ is used in this standard it shall have the same meaning as
‘shall’
Preventive Preventive (or preventative) maintenance is maintenance, that is regularly and routinely
maintenance performed on physical assets and components to reduce the risk of equipment failure and
unplanned machine down time. Effective preventive maintenance is planned and scheduled on
real-time data insights and experience
Q&A The instructor may decide to pose questions for two reasons: 1) to investigate whether the
participants have understood what was presented, or 2) to initiate participants reflections on
the topic to support their learning
Rated Capacity Chart The crane’s capacity at a certain distance. A rated capacity indicator is attached to the crane
Safe zone A defined and marked area for people to be safe during lifting operations
Shall Verbal form used to indicate requirements strictly to be followed in order to conform to this
training standard and from which no deviation is permitted
Should Verbal form used to indicate that among several possibilities one is recommended as
particularly suitable, without mentioning or excluding others, or that a certain course of action
is preferred but not necessarily required
3. CHANGE LOG
This section is deliberately blank
Amendment date Version Approved by & date Description of changes

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[Text] [Text]
4. SCOPE
Global Wind Organisation is a non-profit body founded by the wind turbine manufacturers and owners. Our members
strive for an injury free work environment in the wind turbine industry, setting common international standards for
safety training and emergency procedures.
Lifting operations in the wind industry must be carried out safely according to company rules, national and local
legislation, and manufacturers guidance. It is crucial that the individual crane operator takes the necessary
responsibility to carry out lifting operations safely.
This training standard will cover wind industry related lifting equipment and accessories of a size (e.g. 8 metric ton
/metre) that do not require legal or formal licence to operate in the location of a wind farm (offshore and onshore).
This standard has been developed in response to the demand for recognisable generic Crane and Hoist training in the
industry and has been prepared in co-operation between the members of GWO based on risk assessments and factual
incident and accident statistics from G+ and the wind industry.
GWO members agree that everyone working on one of their properties (wind turbine generators, sub stations, etc.)
shall complete Crane and Hoist courses relevant for their assignments.
General feedback on this document can be sent to info@globalwindsafety.org. See globalwindsafety.org on how to
raise a complaint about a training provider or report a safety incident occurring during training.
The GWO Crane and Hoist Training Standard covers the below listed lifting equipment and lifting accessories:
1. Davit/TP Cranes
a. Power operated (electrical and hydraulic)
b. Manually operated
c. Combined operations. e.g., manually yaw and electrical hoist
2. Boom Cranes
a. Fixed radius boom crane
b. Telescopic boom crane
c. Knuckle boom crane
Note The above boom cranes can be found in the configurations mentioned below.

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• With fixed hook or anchor point
• With winch/hoist function
• Electric and hydraulic drives

3. Types of Hoist Systems,
a. Jib cranes, FlexiCranes, JibFlex, and overhead and gantry cranes with hoist:
a.i Chain hoist
a.ii Wire hoist
b. Rail/Trolley system with hoist:
b.i Chain hoist
b.ii Wire hoist
b.iii Rope hoist
Note Any crane operator and slinger signaller must follow local legislation (national and regional).
Note Further local familiarisation for cranes and hoists may be required by the duty holder.
Note Additional type or brand specific training may be needed for performing Inspection & Maintenance on
certain types of lifting equipment.
Note The duty holder will always be responsible for deciding if lifting operations, inspection and maintenance of
lifting equipment must be conducted under supervision
5. GENERAL REQUIREMENTS FOR THE CRANE AND HOIST TRAINING

STANDARD
5.1 Overview
The GWO Crane and Hoist Training Standard is divided into the following two modules:
Module 1: Crane and Hoist Basic User (CHBU)
Module 2: Crane and Hoist Inspection and Maintenance (CHIM)

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5.2 Target Group

Personnel working within the wind industry where the use of lifting equipment to a limited size (eg 8 metric
tons/metre) is required for moving loads onshore and offshore.
Personnel, who inspect and maintain lifting equipment within the wind industry.
5.3 Aims and Objectives

Training in accordance with this Crane and Hoist Training Standard will enable wind industry personal to safely operate,
inspect and maintain common types of fixed, small cranes and hoists in the wind industry by following manufactures
manuals, documentation, and relevant legislation.
5.4 Duration of the Crane and Hoist Standard Modules

The total contact time for completing the Crane and Hoist Modules is based on the times given in the module
timetables and summarised in table 5.4.1 below.
The training provider must not exceed the time per day given in table 5.4.2 below.
Modules Duration
Crane and Hoist Basic User 13 hours 0 minutes
Crane and Hoist Inspection and Maintenance 12 hours 30 minutes
Table 5.4.1 - Duration of the GWO Crane and Hoist Modules
Maximum Duration Per Day
Contact time 8 hours
Total training day 10 hours
Table 5.4.2 - Maximum durations for training days
Note Contact time includes delivery of course lesson content, practical exercises and activities directly related to
these.
The total training day includes contact time, meals and breaks and travel between training sites (where
applicable).
5.5 Validity Period

The Crane and Hoist Basic User Module training is an enduring qualification, so a validity period does not apply to this
training. This is based on the expectation that the participant is actively working with lifting equipment in a wind

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turbine environment. If there is an extended period of absence from applying the skills, retraining and recertification
may be required according to national legislation and company policy. Refresher training may be recommended
following operator’s and local procedures and legislation. Crane & Hoist Inspection and Maintenance Module is valid for
36 months.
The validity period is automatically calculated by WINDA by entering the course completion date. Certificates and
training records shall be renewed before the end of a given validity period. A certificate or training record can be
renewed up to two months prior to expiry and maintain the original certification date by uploading the previous
certificates valid until date in WINDA.
If a certificate or training record is expired, the participant must attend the applicable Crane and Hoist Training to
obtain a new training record. If a certificate or training record is renewed outside of two months of expiry, it must carry
the new date of certification.
Module Certificate Validity (Months)
Crane & Hoist Basic User Module Enduring
Crane & Hoist Inspection and Maintenance Module 36
Table 5.5.1 - GWO Crane and Hoist Certificate validity periods
5.6 Course Codes
Module Course Code
Crane and Hoist Basic User CHBU
Crane and Hoist Inspection and Maintenance CHIM
Table 5.6.1 - GWO Crane and Hoist Module course codes
5.7 Participant Prerequisites

All personnel participating must meet the participant prerequisites described in the GWO Requirements for Training.
A valid GWO Crane and Hoist Basic User training record (or similar brand specific crane and hoist user training) is a
prerequisite for participating in the Crane and Hoist Inspection and Maintenance module
5.8 Instructor Qualification Prerequisites

A competent GWO Crane and Hoist instructor must adhere to the instructor requirements for GWO training providers.
5.9 Training Equipment and Facilities

General requirements for equipment and physical resources are described in the GWO Requirements for Training. The
training provider must ensure sufficient training equipment covering a number of different types of cranes and hoists

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6. USING THIS STANDARD TO DEVELOP TRAINING

The training in this standard is designed around the GWO taxonomy described in the GWO Requirements for Training.
Theoretical and practical activities must be delivered according to the defined taxonomic level in order to reach the
described learning objectives.
In addition to this, all training based on this standard including all related resources shall, as a minimum, meet the
requirements described in the GWO Requirements for Training.

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Crane and Hoist Basic

User
(CHBU)

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7. MODULE 1 – CRANE AND HOIST BASIC USER

7.1 Aims and Objectives for the Crane and Hoist Basic User Module
The aim of this module is to enable participants, through theoretical and practical training, to ensure safety awareness
when using cranes and hoists in service operations and ensure that wind industry personal can safely operate common
types of small, fixed cranes (eg 8 metric tons/ metre) and fixed hoists in the wind industry onshore and offshore when
following manufactures’ manuals and relevant documentation and legislation.
After having successfully completed this Crane and Hoist Basic User Module, the participants will have the ability to
take responsibility as a basic user to safely operate common types of fixed cranes and hoists in WTG environment on
basic lifts while following manufactures’ manuals and relevant documentation and legislation.
Note This module does not cover dynamic lifting because these lifts, call for further training due to their
complexity and risk level.
Note Introduction and familiarisation on lifting equipment on site may be required by the responsible duty holder.
Note Personnel transfer by using a crane introduces additional risks and does not comply with the established
safety standards for offshore wind operations.
7.2 Target Group

Personnel working within the wind industry conducting pre-planned basic lifting operations onshore and offshore using
common types of cranes and hoists and following established procedures.
7.3 Duration of the Crane and Hoist Basic User Module

The total contact time for completing the Crane and Hoist Basic User module is 13 hours, 0 minutes.
The training provider must not exceed the time per day given in the table 7.3.1 below.
Table 7.3.1 - Maximum durations for training day
these.
applicable).

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7.4 Crane and Hoist Basic User Module Participant Ratio

The ratio shown for theory sessions indicates the maximum number of participants per instructor attending the course.
Practical ratios indicate the maximum number of participants to be supervised by an instructor during each activity.
Module Session Instructor to Participant Ratio

Theory 1:12
Crane and Hoist Basic User
Practical 1:6
Table 7.4.1 - GWO CHBU module Instructor to participants ratio
Note When participants are split in more than one location for practical crane and hoist operation training, the
ratio shall be one instructor per location – depending on the local training risk assessment.
7.5 Crane and Hoist Basic User Module Timetable

The order in which elements of this Module are delivered may vary according to the didactical choices of the delivering
training provider.
The delivery of this module must comply with the requirements described in the GWO Requirements for Training.
Lesson Element Duration

1. Introduction to the training 1.1 Safety instructions and emergency procedures
1.2 Facilities
1.3 Introduction
1.4 Scope and main learning objectives
1.5 Ongoing assessment (participant assessment form)
1.6 Motivation
1.7 Human factors
1.8 Personal protection equipment
TOTAL 30 min.
2. Legislation & lifting equipment 2.1 Roles and responsibilities
related documentation
2.2 Manufacturer documentation and statutory
inspection documents
TOTAL 40 min.
3. Lifting plan and risk assessment 3.1 Lifting plan
3.2 Risk assessment

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TOTAL 45 min.
4. Safety
TOTAL 35 min.
5. Lifting equipment 5.1 Types of cranes
5.2 Types of hoists
5.3 Introduction to operating systems
5.4 Safety and emergency systems
TOTAL 45 min.
6. Lifting accessories
TOTAL 60 min.
7. Theory application
TOTAL 15 min.
8. Pre-operation (practical 8.1 Pre-use inspections
training)
8.2 Pre-lifting tasks
TOTAL 180 min.
9. Lifting operation (practical 9.1 Warm-up
training)
9.2 Lifting operations
9.3 Emergency procedures
TOTAL 270 min.
10. Post lifting
TOTAL 30 min.
11. Training review 11.1 Training review
11.2 Feedback session
TOTAL 30 min.
GRAND TOTAL 780 min.
Table 7.5.1 - GWO CHBU Module timetable
7.6 Detailed Description of the Crane and Hoist Basic User Module
INTRODUCTION TO THE TRAINING
30 min.

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The aim of this lesson is for the participants to be motivated and to engage in the training safely at a training facility,
while recognising what is expected of them during the training
After having successfully completed this lesson, the participants can:
1) Recognise what is expected of them throughout the module (Knowledge, basic level)
2) Take responsibility of their own safe engagement and learning during the training (Ability, intermediate level)
3) Name and point out local emergency procedures and facilities (Knowledge, basic level)
4) Discuss the relevant human factors and explain their implications (Knowledge, intermediate level)
ELEMENT 1.1 - SAFETY INSTRUCTIONS AND EMERGENCY PROCEDURES
Learning objective:
5) The participants can take responsibility to follow the safety and emergency procedures at the training
facility (Ability, intermediate level)
The instructor shall:
Explain and ask involving questions aiming at:
Safety instructions according to internal procedures
Emergency procedures and emergency exits in the areas where the participants can be expected to be located
during the course
The participants shall:
Engage in answering questions on local safety and emergency procedures
ELEMENT 1.2 - FACILITIES
Learning objective:
6) The participants can recognise the location of facilities at the training location (Knowledge, basic level)

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Present a general description of the facilities at the training location (administration, dining area, restrooms,
toilets, etc.)
Alternative activity: lead a tour and point out facilities
Note relevant facilities and ask questions when in doubt
ELEMENT 1.3 - INTRODUCTION
Learning objective:
7) The participants show interest in fellow participants and the course content and design (Ability, basic
level)
Explain the timetable of the CHBU Module, including breaks and mealtimes
Give a short introduction to themselves, including their backgrounds as instructors
Ask for participants’ expectations of the training and their learning or development
Give a short introduction of themselves, including job function and expected primary geographic work location
and share expectations on the training
ELEMENT 1.4 - SCOPE AND MAIN LEARNING OBJECTIVES
Learning objective:

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8) The participants can recognise the scope and main objectives of the Crane and Hoist Basic User Module
(Knowledge, basic level)
Present the scope and main learning objectives of the module
Involve participants with questions on understanding and individual experiences from working with cranes and
hoists
Engage in answering questions and share experiences from working with cranes and hoists
ELEMENT 1.5 - ONGOING ASSESSMENTS (PARTICIPANT ASSESSMENT FORM)
Learning objective:
9) The participants can recognise the assessment procedure and the aim of the ongoing assessment
Explain the reasons for the ongoing assessment
Explain the layout of the GWO participant assessment form and how it will be used
Engage in discussions and ask questions when in doubt on relation to the assessment procedure
ELEMENT 1.6 - MOTIVATION
Learning objective:
10) The participants show interest and willingness to engage in the learning activities during the Crane & Hoist
Module training (Ability, basic level)

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Explain and lead a discussion on:
The importance of personal involvement in the course
The definition of, and the need for, crane and hoist related knowledge, skills and abilities when working in the
wind industry
Alternatively, the instructor may facilitate an activity where participants write on posters or white board their
suggestions to why accidents occur during lifting operations, and what a crane and hoist operator must know and be
able to in order to operate safely. As a conclusion, the instructor must provide feedback and add points where
necessary.
Note Positive motivation is the driving force for commitment and the instructor should make a focused effort to
support growth of the necessary attitude and motivation in the participant.
Engage in discussions and share experiences related from working with cranes and hoists
Note When participants succeed by actively engaging on their own, bring their relevant experience into play and
apply learning points from the instructor’s feedback, the participant develops a positive attitude and
responsibility towards the subject and performance in the work situation.
ELEMENT 1.7 - HUMAN FACTORS
The aim of the element is to draw the participants’ attention to how human performance and taking responsibility
influences a safe work environment, and to prepare participants for continued focus on human factors during practical
training and exercises.
Learning objectives:
11) The participants can describe the relevant human factors, and their implications (Knowledge, basic level)
12) The participants show interest and willingness to focus on human factors during the following practical
exercises (Ability, basic level)

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Present how human factors influence accidents in the wind industry (relevant accident statistics may be
applied )
Lead a discussion about the role of the individual in improving human performance and how this can improve
the safety of WTG operations
Ensure that constructive feedback on the participant performance involving human factors criteria when these
are defined in the learning objective such as the ability to take responsibility or to act independently
Facts and Human Factors Criteria

The consequences of human factors in WTG environment accidents are influenced by the following:
a. attention and perception
b. group behaviour and peer pressure
c. weather conditions
d. weather delays
e. noise levels
f. site layout and housekeeping
g. fitness and health
h. domestic and work-related stress
i. workload (both overload and underload)
j. fatigue
k. time pressure and deadlines
l. alcohol, medication, and substance abuse
Have the participants suggest human factors criteria (as above listed) and inspire the participants to share their
experiences related to human factors criteria. The instructor may supply further criteria, when beneficial.
Alternatively, present the criteria listed above and lead short discussions on each criterion
Engage in discussions and share experiences on how human factors influence accidents related to crane and
hoist lifting operations, engage in and reflect on received feedback and take responsibility for their own
performance and development during the training

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ELEMENT 1.8 - PERSONAL PROTECTIVE EQUIPMENT
13) The participants can describe the need for correct PPE during lifting operations (Knowledge, basic level)
14) The participants can recognise and describe the correct use of PPE (Knowledge, basic level)
Ask questions on the participants’ knowledge on the relevant PPE equipment including: helmet, safety shoes,
safety glasses, gloves, high visibility clothing (harness and fall-arrest may be presented)
Present particular lifting operation related risks and hazards (for example gravity and momentum) and the
hierarchy of controls and lead a discussion about the different levels of control
Engage in instructor’s questions and share their experiences on the use of PPE
Note This element may be conducted in relation to the practical exercises.
Note PPE is expected knowledge, and the learning activity should only be conducted when necessary.
LEGISLATION & LIFTING EQUIPMENT RELATED DOCUMENTATION
40 min.
The aim of this lesson is to create the necessary generic awareness of legislation, and for the need to seek and follow
the relevant legislation and lifting equipment documentation
Note This lesson must cover principles and examples of roles, responsibilities and legislation and other relevant
documentation, and should not cover any specific national legislation in detail.
After having successfully completed this lesson the participants can:
15) Take responsibility of seeking out and apply relevant legislation and equipment related documentation in lifting
operations (Ability, intermediate level)

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ELEMENT 2.1 - ROLES AND RESPONSIBILITIES
16) The participants can describe the roles and responsibilities for a crane and hoist operator (Knowledge,
basic level)
17) The participants can describe the roles and responsibility of the employer in relation to crane and hoist
operations (Knowledge, basic level)
Present examples of roles and responsibilities of a crane and hoist operator and the employer relevant to
regional/national/state legislation and company policy
Present examples of legislation that must always be followed by any crane and hoist operator when operating
lifting equipment covering common types of fixed cranes and hoist in the wind industry
Present examples of relevant safety and warning signs and markings on cranes and hoists
Lead a discussion or share questions on roles and responsibilities
Participate in the discussion or Q&A and share own experiences on the roles and responsibilities for a crane
and hoist operator and for employers
Note The presentation of generic examples of legislation and safety signs must cover most common lifting
equipment.
ELEMENT 2.2 - MANUFACTURER DOCUMENTATION AND STATUTORY INSPECTION DOCUMENTS
18) The participants can describe how to find information in manufacturer documentation and in statutory
inspection documents (Knowledge, basic level)
19) The participants can take responsibility of following guidance in relevant crane and hoist manuals and
other manufacturers documentations (Ability, intermediate level

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Demonstrate and explain how to use a manufacturer operating manual and inspection documents
Present examples from manufacturer operating manuals that describe limitations to what tasks, the crane and
hoist operator is (and is not) allowed to perform
Assign small tasks where the participants must find main information to solve scenario based situations, such
as:
a. What elements to inspect in a pre-use inspection and how to inspect them
b. How and in what situations the equipment must be de-energised
c. Relevant topics in connection to lifting operations
d. Procedure for parking the lifting equipment after operation
Provide feedback on the participants findings and explanations
In small groups solve the tasks assigned by the instructor
Note The instructor must present documents and manuals from multiple manufacturers in order to cover most
relevant crane and hoist types and brands.
LIFTING PLAN AND RISK ASSESSMENT
45 min
The aim of the lesson is to create the necessary awareness of the lifting plan and for the accompanying risk assessment
and why a lifting plan must always be followed.
20) The participants can explain a lifting plan for basic lifting operations to colleagues and other personnel at hand,
including risks and possible (standardised) actions (Knowledge, intermediate level)
21) The participants can take responsibility for applying a lifting plan to a basic lifting operation (Ability,
intermediate level)
Note Implementation of the lifting plan must be practised during the practical exercises.

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ELEMENT 3.1 - LIFTING PLAN
Learning objective:
22) The participants can recognise the content of a lifting plan and risk assessment (Knowledge, basic level)
Present a lifting plan and its main elements and the associated risk assessment
Explain the requirements of the lift plan and risk assessment
Lead a discussion on how to apply a lifting plan on site e.g., in toolbox talks, handouts and digital
documentations
Take part in the discussion and share their experiences with lifting plans, toolbox talks and other relevant
documents
ELEMENT 3.2 - RISK ASSESSMENT
Learning objective:
23) The participants can describe the aim and main content of a risk assessment (Knowledge, basic level)
Present a risk assessment (template and example)
Lead a discussion on hazards and how to apply the mitigating control measures
Take part in the discussion about hazards in a lifting operation and about principles of risk control measures
Note Weather conditions for operation must be part of the risk assessment, including significant wave height and
maximum wind speed.

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Note Challenges from performing lifting operations with restricted space (for example in a nacelle) must be part
of the risk assessment.
SAFETY
35 min
The aim of this lesson is to ensure a safe work environment is established for risks to be reduced to as low as
reasonably practical in basic lifting operations onshore and offshore.
24) The participants can explain how to mitigate mechanical, chemical, hydraulic and electrical hazards and
risks, and how to establish safety when using and maintaining cranes and hoists (Knowledge, intermediate
level)
Present examples of relevant safety signs
Explain the hazards caused by exposure to high pressure oil (e.g. cuts, hydraulic injections, contamination) and
mechanical, chemical, and electrical hazards
Show the importance of following approved work practices (e.g. through storytelling or scenarios)
Facilitate group discussions with the participants about the consequences of mechanical, chemical, hydraulic
and electrical incidents (e.g. pressure)
Facilitate group discussions with the participants about chemical and hydraulic risks and hazards, and
similarities and differences between these risks and hazards compared to other hazardous energies such as
mechanics and electricity
Give constructive feedback on the participants’ group discussions about the consequences of mechanical,
chemical, hydraulic and electrical incidents and related risks and hazards
Engage in a group discussion about the consequences of hydraulic incidents (e.g. pressure)
Engage in a group discussion about hydraulic risks and hazards, and the differences and similarities with these
risks and hazards compared to other hazardous energies, such as mechanics and electricity

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LIFTING EQUIPMENT
45 min.
The aim of this lesson is to enable the participants to distinguish between different types of lifting equipment covering
common types of fixed cranes and hoists in the wind industry, and ensure the validation of their periodic certifications.
25) Distinguish between the different types of lifting equipment (Skills, intermediate level)
26) Recognise and name the major components of the lifting equipment (Knowledge, basic level)
27) Explain how the main components of lifting equipment functions (Knowledge, intermediate level)
Note Relevant crane and hoist illustrations with main components are attached in Annex 2, Training Visuals.
Additionally, the instructor may use illustrations from manuals and other documents used during the
training.
ELEMENT 5.1 - TYPES OF CRANES
Learning objective:
28) The participants can recognise and describe different types of cranes typically used in service operations in
the wind industry onshore and offshore (Knowledge, basic level)
Present examples of the following crane types and explain their area of operations:
a. Fixed boom crane
b. Davit crane
c. FlexiCrane / JibFlex Crane
d. Telescopic boom crane
e. Knuckle boom crane
f. Overhead and gantry crane
g. Nacelle boom crane

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Conduct an exercise where the participants are required to discuss and choose crane types in relation to
different lifting tasks and operations
Provide feedback to participant groups on their choices and arguments
In small groups share experiences, and discuss and choose crane types in relation to different lifting tasks and
operations, or vice versa
Receive and discuss the feedback in their small groups
ELEMENT 5.2 - TYPES OF HOISTS
Learning objective:
29) The participants can describe different types of hoists typically used in service operations in wind industry
Present hoist types and their areas of operations, including:
a. Chain hoist
b. Wire hoist
c. Rope hoist
d. Rail/ trolley hoist
Conduct a paper exercise, where the participants are required to discuss and choose hoist types in relation to
different lifting tasks and operations
Provide feedback to participant groups on their choices and arguments
In small groups, discuss and choose hoist types in relation to different lifting tasks and operations, or vice versa
Receive and discuss the feedback in their small groups

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ELEMENT 5.3 - INTRODUCTION TO OPERATING SYSTEMS
Learning objective:
30) The participants can describe the principal functions of the following operating systems (Knowledge, basic
level):
a. Hydraulic system
b. Electrical system
c. Mechanical systems
Present systems and explain their area of operation:
a. Hydraulic system
b. Electrical system
c. Mechanical systems
Lead a discussion with Q&A on the operating systems
Take active part in the discussion and Q&A session
ELEMENT 5.4 - SAFETY AND EMERGENCY SYSTEMS
Learning objective:
31) The participants can describe the principal functions of the following systems (Knowledge, basic level):
Safety systems:
a. AOPS – Automatic Overload Protection Systems
b. MOPS – Manual Overload Protection Systems
c. LBPS – Lateral Boom Protection Systems

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d. HOPS – Hoist Overload Protection Systems
e. OPS – Overload Protection Systems
f. RCI – Rated Capacity Indicator
g. RCL – Rated Capacity Limiter
h. Load Holding Valve
i. Emergency Systems:
j. Emergency Stop
k. Emergency Load Lowering
Assign scenario-based group tasks related to safety and emergency systems
Provide feedback on the participants’ solutions
Option 1. In small groups discuss safety and emergency systems and find solutions to solve the assigned tasks
in the relevant manuals
Option 2: In pairs define the functionalities of the different safety system
Note The above described exercise may be conducted on real lifting equipment during the practical exercises.
Note Interchangeable lifting equipment, for example a hook, hoist or a manual extension provided with a crane,
is lifting equipment, and are not regarded as lifting accessories.
LIFTING ACCESSORIES
60 min.
The aim of this lesson is to enable the participants to identify and apply different lifting accessories and configurations
to basic lifting tasks and verify periodic certification of accessories

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Note The content of this lesson may be covered in connection to the practical exercises in lesson 8, 9 and 10.
32) Recognise different types of lifting accessories (Knowledge, basic level)
33) Explain how to apply the lifting accessories as per the manufacturer’s information (knowledge, intermediate
level)
34) Apply lifting accessories to lifting equipment safely (Skills, intermediate level)
35) Act Independently deciding the correct accessories for lifting operations and verify their valid periodic
certification (Ability, intermediate level)
Present and pose questions about different lifting accessories and configurations and how to apply these, and
lead a discussion about their functionalities and safety related lifting issues. Lifting accessories to be covered
are:
a. Lifting containers
b. Lifting bags
c. Slings:
c.i Chains slings
c.ii Wires slings
c.iii Webbing slings
c.iv Endless/round slings
d. Shackles and master link
e. Eyebolts
Present examples of defective lifting equipment and accessories. This must also be addressed during the
practical exercises to meet the learning objectives.
Lead a discussion on the different accessories and where and what and what they are used for
Find solutions and answer questions according to relevant manuals and documents

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Take part in the discussion and share their experiences with lifting accessories
Note The theory covered in lessons 2 to 6 must be re-visited and applied at any opportunity during the practical
exercises in lessons 8, 9, and 10. The instructor may also choose to deliver entire parts of the theoretical
elements during the practical exercises, where feasible.
THEORY APPLICATION
15 min.
The aim for the lesson is to revisit the theory taught in lesson 2, 3, 4, 5 and 6 to ensure that all participants have the
theoretical basis to engage safely in the following practical exercises
Note Theory revisit may also be applied during the practical exercises where relevant and when beneficial for the
learning.
36) Explain how the theoretical topics from lesson 2, 3, 4, 5 and 6 is applied to lifting operations with cranes and
hoists (Knowledge, intermediate level)
Hand out scenario-based assignments about solving crane and hoist operations related challenges
Ensure, that relevant manuals and documents are available for the participants to solve the assignments
As part of the feedback, the instructor shall mentor those participants, that do not solve all the assignments
correctly
In small groups or pairs solve the assignments while using all available aids and their own experiences
Receive the instructor’s feedback and consider how to apply it in the following practical exercises
Note The instructor must ensure that relevant equipment, manuals and documents are available for the
participants.

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PRE-OPERATION (PRACTICAL TRAINING)
180 min.
The aim of this lesson is to enable the participants to configure and prepare for safe lifting operations with common
types of fixed cranes and hoists in the wind industry following manufactures’ manuals, documentations and local
legislation.
37) Explain how to safely and correctly prepare for lifting operations with common types of fixed cranes and
hoists (Knowledge, intermediate level)
38) Take responsibility for carrying out pre-use inspection of common types of fixed cranes and hoists prior to
lifting operations (Ability, intermediate level)
39) Take responsibility for configuring common types of fixed cranes and hoist prior to lifting operations, e.g.
manual boom extension, fixed hook mode, (Ability, intermediate level)
Note The need for using relevant crane and hoist manuals and instructions must be emphasised and trained in all
learning activities during the training.
ELEMENT 8.1 - PRE-USE INSPECTIONS
40) The participants can perform pre-user inspection in accordance with manufacturers’ manuals and
legislative requirements (Skills, intermediate level)
41) The participants can apply relevant local legislations and certification requirements for the safe operations
of lifting equipment and accessories (Skills, intermediate level)
42) The participants can recognise a controller and remote controller for different lifting equipment, location
and charging of remote controller, including start and stop, operate, and shut down the lifting equipment
and accessories (Knowledge, basic level)
43) The participants can describe how to identify defects on lift equipment and accessories (Knowledge, basic
level)
44) The participants can take initiative and take responsibility to report defects on lift equipment and
accessories (Ability, intermediate level)
45) The participants can explain the principles of working load limits, safe working load, and rated capacity
charts (Knowledge, intermediate level)

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Guide participants in performing pre-use inspection by following a pre-use inspection guide/manual
Demonstrate how to apply the local legislations/certification requirements for the safe operations of lifting
equipment and accessories
Present different lifting equipment, and location and charging of remote controller, and demonstrate the use
of these
Involve the participants in pointing out defects on lifting equipment and accessories and lead a discussion
about defect lifting equipment and accessories
Lead a discussion about how to report defects on lifting equipment and accessories, and involve participants’
experiences
Lead a discussion on the principles of working load limits, safe working load, and rated capacity charts
Guide participants in performing start and stop, operate, and shut down of lifting equipment and accessories.
And ensure that the participants understand how to start and stop the lifting equipment and accessories
Facilitate group discussions on the responsibilities and challenges on the above listed topics
Assign practical scenarios-based tasks to the participants on the above listed topics
Conduct a pre-use inspection and engage in the group discussions
Solve the tasks individually and in groups assigned by the instructor
Note Example of pre-use-inspection list can be found in Annex 4.
Note The assigned tasks may be performed in pairs or small groups to enhance the reflections amongst
participants.
ELEMENT 8.2 - PRE LIFTING TASKS
46) The participants can explain how the lifting attachment accessories will impact on the crane capacity
(Knowledge, intermediate level)

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47) The participants can explain the actions required for emergency situations and identify any hazards (e.g.
dropped objects) (Knowledge, intermediate level)
48) The participants can take initiative to set up exclusion zone correctly (Ability, intermediate level)
49) The participants can assess the suitability of the lifting route and the designated lay down area
(Knowledge, advanced level)
50) The participants can take responsibility of communicating clearly by voice or hand signals between the
crane and hoist operator and the slinger signaller/slinger banksman (Ability, intermediate level)
51) The participants can discuss hazards associated with blind/restricted visibility lifts and the control
measures required for such lifts (Knowledge, intermediate level)
52) The participants can describe the potential risks of hazards or potential obstructions in the lifting route
and lay down area (Knowledge, basic level)
53) The participants can describe necessary considerations on the effects from weather conditions, moving
vessel decks, and other relevant environmental considerations(Knowledge, basic level)
54) The participants can choose PPE appropriately for lifting operations (Knowledge, advanced level)
55) The participants can take responsibility for applying good housekeeping during lifting operations (Ability,
intermediate level)
56) The participants can take responsibility for preparing the crane and the work area for lifting operations
which may include over side lifts (e.g. quayside lifts, lifting over nacelle roof hatch) and ensure the load is
rigged per the lift plan (Ability, intermediate level)
57) The participants can describe the hazards associated with the handling of hazardous goods (Knowledge,
basic level)
Note The following demonstration, presentations and exercises may be conducted in joint scenario-based
exercises, where the participants work in pairs or in groups on the different exercises simultaneously –
depending on the local training providers training risk assessment.
Explain how the lifting attachment accessories will impact on the crane capacity
Demonstrate how to attach lifting containers and lifting bags
Facilitate an exercise where the participants investigate risks in relation to the lifting exclusion zone and set up
an exclusion zone, and furthermore discuss actions required for emergency actions and identify any hazards in
relation to the exclusion zone (e.g. dropped objects)

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Facilitate an exercise on how to recognise the suitability of a lifting route and designated lay down area
Present how to identify hazards associated with blind/restricted visibility lifts and the control measures
required for such lifts
Facilitate an exercise where the participants practise the use of hand signals and communication by radios
Facilitate an exercise on how to identify any hazards or potential obstructions in the lifting route and lay down
area
Support, that participants apply principles of manual handling and good housekeeping during the exercises.
Warm-up must be conducted before conducting manual handling tasks
Facilitate an exercise on how to prepare the crane and the work area for lifting operations which may include
over side lifts (e.g. quayside lifts, lifting over nacelle roof hatch) and ensure the load is rigged per the lift plan
Lead a discussion about the effects on weather conditions, moving vessel decks, environmental considerations
and the hazards associated with the handling of hazardous goods
Assign practical scenarios-based tasks to the participants on the above listed topics
Provide feedback to the participants on their performance
Engage and take active part in the exercises and discussions
Share their experiences and considerations
Reflect on the received feedback and consider how to apply the feedback in the following activities and work
situations
LIFTING OPERATION (PRACTICAL TRAINING)
270 min.
The aim of this lesson is to enable the participants to conduct basic lifting operations and operate different types of
lifting equipment and accessories safely when following relevant manuals and procedures.
58) Take responsibility for applying relevant legislation, requirements, and operating instructions as per
manufacturer manual and follow lift plan, risk assessment and work instructions (Ability, intermediate
level)

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59) Take responsibility for following the slinger signaller/banksman’s visual signals and other relevant means
of communication (Ability, intermediate level)
ELEMENT 9.1 - WARM-UP
Prior to the practical exercises, instructors and participants should conduct a warm-up program
Aim of this element is to mitigate risks of musculoskeletal injuries from the practical elements of the training and to
support manual handling culture of always to warm up prior to physical activities
ELEMENT 9.2 - LIFTING OPERATIONS
Note The following demonstration, presentations and exercises may be conducted in joint scenario-based
exercises, where the participants work in pairs or in groups on the different exercises simultaneously;
depending on the local training providers training risk assessment.
60) The participants can perform attachment of common loads for basic lifts, for example lifting bags and
lifting containers (Skills, intermediate level)
61) The participants can assess whether a load is correctly and safely attached to the lifting equipment
(Knowledge, advanced level)
62) The participants can act independently to identify potential dynamic hazards during lifting operations
(Ability, intermediate level)
63) The participants can recognise and identify fault warnings and alarms from lifting equipment and react as
per the instructions given in the operator manual (Knowledge, basic level)
64) The participants can take responsibility to safely stop a lifting operation if potential dynamic hazards are
identified and report as per company procedure (Ability, intermediate level)
65) The participants can apply principles of working load limits, safe working load, and rated capacity charts
(Skills, intermediate level)
66) The participants can take responsibility for conducting basic lifting operations as per manufacturers and
company guidelines and procedures (Ability, intermediate level)
67) The participants can explain effects on the lifting operation from weather conditions, and other
environmental considerations (e.g., moving vessel, moving platforms, and up tower movements)

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Lead the practical lifting exercises covering both safety, communication, lifting equipment, accessories and
their attachment to the lifting equipment
Lead the practical lifting exercises covering:
a. Attachment of common WTG-related loads for basic lifts
b. Initial test lift (prior to every lift)
c. Simple crane lift
d. Blind crane lift
e. Power hoist lift
Ask clarifying questions to evaluate the participants’ understanding of relevant safety
Provide feedback to the participants on their performances
Note All the lifting exercises shall be conducted using a crane which has a minimum of three functions, for
example: slew, hoist up & down, boom up & down, and telescopic boom extension. If a crane for training
does not have a telescopic boom extension function, the risks of such must be covered (e.g. in relation to the
shifting position of the hook and risk of hand crushing for manually extension.
Note Power hoist lifting exercises shall be performed on a static anchor point.
Participate in the practical lifting exercises as operator and as slinger signaller
Demonstrate safe use of the crane and hoist during the different scenarios during the practical exercises
Receive and reflect on the given feedback
ELEMENT 9.3 - EMERGENCY PROCEDURES
68) The participants can apply emergency procedures following relevant manufactures manuals and relevant
local legislation (Skills, intermediate level)
69) The participants can take responsibility to follow relevant emergency procedures (Ability, intermediate
level)

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Note Emergency scenarios may be presented by verbal examples, conducted in simulator or simulated on the
operating equipment.
Present relevant emergency scenario cases
Observe the participant’s reactions and ask clarifying questions to evaluate the participants’ understanding of
the relevant safety and emergency reaction
Observe and assess if the participants can apply the emergency action/procedures in a controlled safe manner
Provide feedback and lead a discussion about challenges and advantages of knowing and following emergency
procedures
If necessary for a participant to reach the learning objective, present another emergency scenario and repeat
the process
React according to the relevant emergency procedure
Receive and reflect on the feedback
If deemed necessary solve an alternative emergency scenario
POST LIFTING
30 min.
The aim of this lesson is to enable the participants to safely shut down, park and secure all lifting equipment and
accessories as per manufacturer and company procedures.
70) The participants can individually take responsibility to safely park and follow the shutdown procedure for the
lifting equipment and accessories on completion of lifting operations (Ability, intermediate level)
71) The participants can take responsibility for charging the remote controller without supervision (Ability,
intermediate level)
72) The participants can take initiative to report any defects on lift equipment and accessories (Ability, intermediate
level)

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Facilitate scenarios-based exercises, where the participants follow relevant manufacturers manual and local
legislation and guidelines to safely shut down, park and secure all lifting equipment and accessories
Observe the participants completing the scenarios-based exercises
Provide feedback on the participants’ performance
If necessary for a participant to reach the learning objective, repeat the process
Complete the scenarios-based exercises following relevant manufacturers manual and local legislation and
guidelines to safely shut down, park and secure all lifting equipment and accessories
Ensure the area is left safe and tidy
Receive and reflect on the feedback
If deemed necessary solve an alternative scenario in order to reach the learning objectives
TRAINING REVIEW
30 min.
The aim of this lesson is to enable the participants to reflect on and process their learning outcomes and main
takeaways from the module, aiming to achieve a high learning transfer from the module to their way of working.
ELEMENT 11.1 - TRAINING REVIEW
Re-present the overall aims and learning objectives of the module for the participants’ comparison of their
learning outcomes and the achievement of their previously stated expectations for the module
Lead a discussion or Q&A aiming at the participants’ reflections of their learning outcomes in relation to their
ways of working
Reflect on their learning outcomes and main takeaways from the Crane & Hoist Basic User Module aiming to
achieve a high learning transfer from the module to their way of working by means of e.g.:

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a. group discussions or walk & talk
b. questions & answers in class, or where suitable
Note The instructor may additionally conduct a local evaluation of the training.
ELEMENT 11.2 - FEEDBACK SESSION
Give an overall feedback and feed forward on the participants' learning outcome inspired by the training as
well as from the training review session
Encourage the participants to examine and grow awareness of how their own workplace WTG types/WTG
environments differ from the training scenario environment.
Promote participants discussion with their colleagues about how the training content, methods and techniques
are similar or different to the local specific conditions identified after the module completion

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Crane & Hoist

Inspection
and Maintenance
(CHIM)

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8. MODULE 2- CRANE AND HOIST INSPECTION AND MAINTENANCE

8.1 Aims and Objectives for the Crane & Hoist Inspection and Maintenance Module
The aim of the training is to enable the technician to inspect, maintain, and test fixed small cranes and fixed hoists
complying with relevant legislation and according to relevant manufacturer’s inspection and maintenance manuals and
documents.
Note Further lifting equipment-specific training must be expected in order to perform inspection and
maintenance of lifting equipment on site: depending on the duty holder’s requirements.
1) The participants can recognise the importance of inspecting and maintaining cranes and hoists in
accordance with manufacturers’ manuals and legislation (Knowledge, basic level)
2) The participants can take responsibility to perform inspection and maintenance on multiple crane and hoist
types, following relevant manuals and documents (Ability, intermediate level)
Note The participant will furthermore be able to perform statutory inspections on cranes and hoists if local
legislation, manufacturer’s manuals & guidance, and company requirements permit.
8.2 Target Group

Personnel, who inspect and maintain lifting equipment within the wind industry.
8.3 Duration of the Crane and Hoist Inspection and Maintenance training
The total contact time for completing the Crane and Hoist Inspection and Maintenance Module is 12 hours and 30 min.
The training provider must not exceed the time per day given in the table 8.3.1 below.
Table 8.3.1 - Maximum durations for training day
these.

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applicable).
8.4 CHIM Module Participant Ratio

The ratio shown for theory sessions indicates the maximum number of participants per instructor attending the course.
Practical ratios indicate the maximum number of participants to be supervised by an instructor during each activity.
Module Session Instructor to Participant Ratio

Crane and Hoist Inspection and Theory 1:12
Maintenance Practical 1:6
Table 8.4.1 - GWO CHIM module Instructor to participants ratio
Note When participants are split in more than one learning activity or location for practical crane and hoist
training, the ratio shall be 1 instructor per location – depending on didactical design of activities and the
local training risk assessment.
8.5 Course Participant Prerequisites for the CHIM Training

GWO CHBU Module training (or similar brand specific crane and hoist user training) is a prerequisite to participate in
the Crane and Hoist Inspection and Maintenance Module training.
GWO Basic Technical Training Standard (BTT- Electrical, Mechanical, and Hydraulic Modules) or similar technical
experience as well as service and maintenance experience is recommended to be able to get full benefit from the
training.
8.6 CHIM Module Instructor’s Qualification

Instructor qualifications as given in GWOs Requirements for Training.
Note A competent instructor must hold the sufficient crane and hoist technical experience on multiple crane and
hoist types obtained by (for example) work experience, crane and hoist trainings, and crane and hoist
manufacturers trainings.
8.7 Equipment for CH Inspection and Maintenance Training (CHIM)

The equipment required for training is listed in Annex 1. This must be available and must fulfil national legal
requirements (as applicable) listed in table 1.15.1 in Annex 1

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8.8 CHIM Module Timetable

The order in which elements of this module are delivered may vary according to the didactical choices of the delivering
training provider. The instructor is encouraged to apply relevant theory during the practical elements where feasible.
The delivery of this module must comply with the requirements described in the GWO Requirements for Training.
Lesson Element Duration

1. Introduction to the training 1.1 Safety instructions and emergency procedures
1.2 Facilities
1.3 Introduction
1.4 Scope and main learning objectives
1.5 Ongoing assessment (participant assessment form)
1.6 Motivation
1.7 Human factors
1.8 Personal protection equipment (PPE)
TOTAL 30 min.
2. Rules and legislation
TOTAL 30 min.
3. Documentation
TOTAL 60 min.
4. Inspection and maintenance 4.1 Main components of cranes
(introduction)
4.2 Crane maintenance tasks
4.3 Main components of rails and trollies
4.4 Rail and trolley maintenance tasks
4.5 Main components of hoists
4.6 Hoist maintenance tasks
TOTAL 90 min.
5. Safety systems
TOTAL 45 min.
6. Mechanical systems
TOTAL 60 min.
7. Hydraulic systems
TOTAL 20 min.
8. Electrical systems

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TOTAL 20 min.
9. Practical exercise 9.1 Training scenario 1
9.2 Training scenario 2, inspection & maintenance on
cranes
9.3 Training scenario 3, inspection & maintenance on
hoists
TOTAL 270 min.
10. Troubleshooting and fault
finding according to
manufacturers’ manual
TOTAL 90 min.
11. Training review 11.1 Training review
11.2 Feedback session
TOTAL 35 min.
GRAND TOTAL 750 min.
Table 8.8.1 - GWO CHIM Module timetable
8.9 Detailed Description of the Crane & Hoist Inspection and Maintenance Module
INTRODUCTION TO THE TRAINING
30 min.
The aim of this lesson is for the participants to be motivated and to engage in the training safely at a training facility,
while recognising what is expected of them during the training.
3) Recognise what is expected of them throughout the module (Knowledge, basic level)
4) Take responsibility for their own safe engagement and learning during the training (Ability, intermediate level)
5) Name and point out local emergency procedures and facilities (Knowledge, basic level)
6) Discuss relevant human factors and explain their implications to the training and to work situations (Knowledge,
intermediate level)

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ELEMENT 1.1 - SAFETY INSTRUCTIONS AND EMERGENCY PROCEDURES
Learning objective:
7) The participants show interest in the safety and emergency procedures at the training facility (Ability,
basic level)
Explain and ask involving questions aiming at:
Safety instructions according to internal procedures
Emergency procedures and emergency exits in the areas where the participants can be expected to be located
during the course
Engage in answering questions on local safety and emergency procedures
ELEMENT 1.2 - FACILITIES
Learning objective:
8) The participants can recognise the location of facilities at the training location (Knowledge, basic level)
Present a general description of the facilities at the training location (administration, dining area, restrooms,
toilets, etc.):
Alternative activity: lead a tour and point out the relevant facilities to the participants
Note relevant facilities and ask questions when in doubt

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ELEMENT 1.3 - INTRODUCTION
Learning objective:
9) The participants show interest in fellow participants and the course content and design (Ability, basic
level)
Explain the timetable of the CHIM Module, including breaks and mealtimes
Give a short introduction of themselves, including their backgrounds as instructors
Ask for participants’ expectations of the training and their learning or development
Give a short introduction to themselves, including job function and expected primary geographic work location
and share expectations on the training
ELEMENT 1.4 - SCOPE AND MAIN LEARNING OBJECTIVES
Learning objective:
10) The participants can recognise the scope and main objectives of the CHIM Module (Knowledge, basic level)
Present the scope and main learning objectives of the CHIM Module
Involve participants with questions on understanding and individual experiences from working with cranes and
hoists
Engage in answering questions and share experiences from working with cranes and hoists

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ELEMENT 1.5 - ONGOING ASSESSMENT (PARTICIPANT ASSESSMENT FORM)
Learning objective:
11) The participants can recognise the assessment procedure and the aim of the ongoing assessment
Explain the reasons for the ongoing assessment
Explain the layout of the GWO participant assessment form and how it will be used
Engage in discussions and ask questions when in doubt on relation to the assessment procedure
ELEMENT 1.6 - MOTIVATION
Learning objective:
12) The participants show interest and willingness to engage in the learning activities during the CHIM module
training (Ability, basic level)
Facilitate a discussion on:
The importance of personal involvement in the course
The definition of, and the need for, crane and hoist related knowledge, skills and abilities when working in the
wind industry
Note Positive motivation is the driving force for commitment, and the instructor should make a focused effort to
support growth of the necessary attitude and motivation in the participant.
Engage in discussions and share experiences related from working with cranes and hoists

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Note When participants succeed by actively engaging on their own, bring their relevant experience into play and
apply learning points from the instructor’s feedback, the participant develops a positive attitude and
responsibility towards the subject and performance in the work situation.
ELEMENT 1.7 - HUMAN FACTORS
The aim of the element is to draw the participants’ attention to how human performance and taking responsibility
influences a safe work environment, and to prepare for continued focus on human factors during practical training and
exercises.
13) The participants can describe the relevant human factors, and their implications (Knowledge, basic level)
14) The participants show interest and willingness to focus on human factors during the following practical
exercises (Ability, basic level)
Present how human factors influence accidents in the wind industry (relevant accident statistics may be
applied)
Lead a discussion about the role of the individual in improving human performance and how this can improve
the safety of wind operations
Ensure that constructive feedback on the participant performance in exercises and discussions during the
training involve human factors criteria when these are defined in the learning objectives such as the ability to
take responsibility or to act independently
Facts and Human Factors Criteria:

The consequences of human factors in WTG environment accidents are influenced by the following:
a. individual attention and perception
b. group behaviour and peer pressure
c. weather conditions
d. weather delays
e. noise levels
f. site layout and housekeeping

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g. fitness and health
h. domestic and work-related stress
i. workload (both overload and underload)
j. fatigue
k. time pressure and deadlines
l. alcohol, medication, and substance abuse
Engage in discussions and share experiences on how human factors influence accidents and incidents related to
crane and hoist lifting operations, engage in and reflect on received feedback and take responsibility on their
own performance and development during the training
Note Alternative learning activity:
1) The instructor have the participants to share their examples of human factors possible implications on
the safe work environment
2) The instructor leads a discussion involving the participants experiences related to human factors
ELEMENT 1.8 - PERSONAL PROTECTIVE EQUIPMENT (PPE)
15) The participants can describe the need for correct PPE during inspection and maintenance of lifting
equipment (Knowledge, basic level)
16) The participants can recognise and describe the correct use of PPE (Knowledge, basic level)
Ask questions on the participants’ knowledge and experiences with relevant PPE equipment including: helmet,
safety shoes, safety glasses, gloves, high visibility clothing (harness and fall-arrest may be presented)
Present chemical, hydraulic, mechanical and electrical hazards related to inspection and maintenance of cranes
and hoists and demonstrate related PPE, e.g. nitril gloves, cut-resistance gloves, and safety glasses

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Engage in instructor’s questions and share their experiences on the use of PPE
Note This element may be conducted in relation to the practical exercises.
Note General PPE is expected knowledge, and the learning activity should draw on the participants experiences
and focus on chemical, hydraulic, mechanical and electrical hazards related to maintenance of cranes and
hoist.
RULES AND LEGISLATION
30 min
The aim of this lesson is to build on the participants knowledge and experiences on rules and legislation and to enable
the participants to be aware of the need to comply to company rules and local legislation when operating, inspecting,
and maintaining cranes and hoists
The following types of inspections are covered in this module:
a. Statutory inspection (must be performed as per local legislation)
b. Maintenance inspection
c. Pre-use inspection
d. Post-use inspection
After having successfully completed this lesson:
17) The participants will show interest in following relevant company rules and local legislation when
operating, inspecting, and maintaining cranes and hoists (Ability, basic level)
18) The participants can explain how brand-specific, company-specific, and national and local legislation may
influence cranes and hoists operations (Knowledge, intermediate level)
Lead a discussion about reasons for following legislation and company rules
Present examples of local legislation and company specific rules, including examples of manuals describing
what components may be maintained by which competent persons and what training is required for inspection
and maintenance of different crane and hoist types

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Engage in the discussion and share experiences about legislation and company rules when operating,
inspecting and maintaining cranes and hoists
DOCUMENTATION
60 min.
The aim of this lesson is, by building on the participants knowledge of crane and hoist user relevant documentation, to
make the participants familiar with specific inspection and maintenance relevant documentation, for example
manufacturers manuals, operations and maintenance manuals, and site local risk assessments
19) Individually take responsibility to search for and use relevant legislation and manuals when inspecting and
maintaining cranes and hoists (Ability, intermediate level)
Involve the participants experiences with lifting equipment documents and lead a discussion about roles and
responsibilities (including work permits and isolation certificates) when inspecting and maintaining lifting
equipment
Present examples of legislation and manuals that must be followed when inspecting and maintaining lifting
equipment
Present examples of safety and warning signs on cranes and hoists relevant for inspection and maintenance
Conduct small assignments, where the participants find relevant examples of directives and guidance in
manufacturers manuals, operations and maintenance manuals, and site local risk assessments
Provide relevant feedback to the participants on their results and conclusions
Share their experiences with lifting equipment documents, participate in the discussion about roles and
responsibilities in relation to inspecting and maintaining lifting equipment and solve the given assignments by
applying the relevant documents
Note Documents applied must cover relevant inspection and maintenance manuals and checklists from different
fixed, small crane and hoist types.

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Note The participants must hold, or have access to, all relevant documents, such as manufacturers’ manuals,
operations and maintenance manuals, and site local risk assessments, throughout the training.
INSPECTION AND MAINTENANCE (INTRODUCTION)
90 min.
The aim of this lesson is to provide the necessary knowledge foundation for conducting maintenance on the main
components on fixed small cranes and hoists in general and enable the participants to take active part in the following
practical exercises on inspections and maintenance of cranes and hoists
This lesson builds upon the participants’ previous knowledge and experience with lifting equipment, and it should focus
on main components and maintenance tasks in general, while the more technical details of maintaining mechanical,
hydraulic and electrical system will be unfolded in lessons 5, 6, and 7 respectively. Inspection types and requirements
will be covered in the practical exercise scenarios
20) Show interest in common principles for maintaining lifting equipment (Ability, basic level)
21) Take initiative to consult and follow relevant manuals and documents when maintaining lifting equipment
(Ability, intermediate level)
Note When there is lifting equipment available, the participants should experience, touch, and handle this
equipment as much as possible; when feasible to support their understanding and learning.
Note The instructor must at all times emphasise the coherence between inspection and maintenance of main
components and the related manuals and documents.
ELEMENT 4.1 - MAIN COMPONENTS OF CRANES
Learning objective:
22) The participants can explain differences in main components between crane types (Knowledge,
intermediate level)
Crane types must include:
a. Cylinder luffing crane
b. Fixed radius davit crane

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c. Telescopic boom crane
d. Knuckle boom
e. Jib cranes
Facilitate an exercise, where the participants point out main components on illustrations of different crane
types and on the available cranes onsite
Involve participants experiences on main components on cranes by discussions and Q&As to ensure alignment
of the participants understanding and awareness on similarities and differences between crane types
Provide feedback on the participants actions
Engage in discussions and share their experiences and understandings on crane main components
Take part in the exercises and receive the instructor’s feedback
Note Examples of crane main components are presented in Annex 2, Training Visuals.
ELEMENT 4.2 - CRANE MAINTENANCE TASKS
Learning objective:
23) The participants can describe the main tasks related to inspection and maintenance of cranes according to
relevant manuals (Knowledge, basic level)
Main tasks to be performed when inspecting and maintaining cranes:
a. Cleaning
b. Visual inspection
c. Lubrication
d. Preventive maintenance
e. Function test

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f. Load test
Note A load test may on some systems be part of an inspection. Yearly inspection and maintenance require a load
test, either done by physical weight or a dynamometer.
Note For training purpose and to minimise wear on the lifting equipment, a load test may be conducted by lifting
a load of between 150 kg and 250 kg.
Involve participants experiences on main tasks for maintaining mechanical equipment through discussions and
Q&As to ensure alignment between the participants understanding and the safety awareness on main tasks for
inspecting and maintaining cranes
Take active part in the discussions and share their experiences and understandings on maintenance main tasks
for maintaining mechanical equipment
Note Main tasks for inspecting and maintaining fixed, small cranes must be presented in accordance with
relevant local legislation, manufacturers manuals, and company requirements.
Note Hand-outs and check-sheets for training purpose may be used.
Note See Annex 3 for examples of an inspection and maintenance list.
ELEMENT 4.3 - MAIN COMPONENTS OF RAILS AND TROLLIES
Learning objective:
24) The participants can explain differences in main components between rail and trolley systems (Knowledge,
intermediate level)
Facilitate an exercise, where the participants point out main components on illustrations of different rail and
trolley system and on the available rail and trolley system onsite
Involve participants’ experiences on main elements on rails and trolley systems by discussions and Q&As to
ensure alignment between the participants’ understanding and their awareness on similarities and differences
between rails and trolley systems

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Engage in discussions and share experiences and understandings on rails and trolley systems components
ELEMENT 4.4 - RAIL AND TROLLEY MAINTENANCE TASKS
Learning objective:
25) The participants can describe main tasks related to inspection and maintenance of rails and trollies
according to relevant manuals (Knowledge, basic level)
Main tasks to be performed when inspecting and maintaining rail and trolley systems:
a. Cleaning
b. Visual inspection
c. Lubrication
e. Function test
f. Load test
Involve participants experiences on main tasks for maintaining mechanical equipment by discussions and Q&As
to ensure alignment between the participants understanding and their safety awareness on main tasks for
inspecting and maintaining rails and trollies
Share their experiences and understandings on maintenance main tasks when maintaining mechanical
equipment
Note Main tasks for inspecting and maintaining rails and trollies must be presented in accordance with relevant
local legislation, manufacturers manuals, and company requirements.
Note Hand-outs and check-sheets for multiple systems may be used for training purpose.

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ELEMENT 4.5 - MAIN COMPONENTS OF HOISTS
Learning objective:
26) The participants can explain the differences between main components of different hoist types
Facilitate an exercise, where the participants point out main components on illustrations of different hoist
types and on the available hoist onsite
Present main components of hoists related to the following systems:
a. Jib cranes with hoist:
a.i Chain hoist
a.ii Wire hoist
b. Rail/trolley system with hoist:
b.i Chain hoist
b.ii Wire hoist
b.iii Rope hoist
Involve participants’ experiences and knowledge of hoist main components through discussions and Q&As to
ensure alignment of the participants’ understanding and awareness on hoist main components in relation to
maintaining and inspecting hoists
Engage in discussions and share their experiences and understandings on maintenance main tasks for
maintaining mechanical equipment
Note Both electrical and hydraulic driven hoists must be covered.
Note Examples of main components in a hoist are presented in Annex 2, Training Visuals.

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ELEMENT 4.6 - HOIST MAINTENANCE TASKS
Learning objective:
27) The participants can explain main tasks related to inspection and maintenance of hoists according to
relevant manuals (Knowledge, intermediate level)
Main tasks to be performed when inspecting and maintaining hoists:
a. Cleaning
b. Visual inspection, including measurement of chain and hook opening
c. Examination of support structure
e. Lubrication
f. Function test, including proper adjustment of brake and clutch
Present the principles and main tasks in relation to inspecting and maintaining hoists
Involve participants experiences of maintaining mechanical equipment through discussions and Q&As to
ensure alignment between the participants understanding and their safety awareness on main tasks for
inspecting and maintaining hoists
Engage in discussions and share their experiences and understandings on main tasks for inspecting and
maintaining hoists
SAFETY SYSTEMS
45 min.
The aim of this lesson is to enable the participants to prevent injuries and equipment damage while inspecting and
maintaining multiple fixed, small crane and hoist types and systems, and to enable the participants to engage safely in
the following practical exercises, including how to follow safety procedures as laid out in relevant documents

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After having successfully completed this lesson the participants can use relevant documents to:
28) Explain how to perform calibration checks for a crane load cell and boom-angle and slewing-angle encoder
29) Perform a test lift with a load of between 150 and 250 kg and compare between the actual load and the
crane load cell or compare the actual position of the boom and the boom angle or radius indicator (Skills,
intermediate level)
30) Recognise any fault warnings, error codes, messages, and alarms detected during test lifts (Knowledge, basic
level)
31) Explain the relevant safety systems on cranes (knowledge, intermediate level), for example:
a. Overload Protection System (OPS)
b. Automatic Overload Protection System (AOPS)
c. Manual Overload Protection System (MOPS)
d. Hoist Overload Protection System (HOPS)
e. Lateral Boom Protection Systems (LBPS)
f. Emergency Stop Limiter Switches
g. Rated capacity indicator (RCI)
h. Rated capacity limiter (RCL)
Note Safety systems on the equipment at hand should be presented in this lesson. Alternative safety systems and
equipment must be addressed by show-and-tell components, visuals and relevant documentation
Present safety systems and indicators and their functionalities on cranes and hoists
Demonstrate how to perform calibration checks for a crane load cell and boom-angle and slewing-angle
encoder
Facilitate an exercise where the participants discuss and choose relevant safety systems for crane related
functions, including load cells and angle encoders
Facilitate exercises in which the participants practise
Provide feedback on the participants’ choices and arguments

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Engage in the exercises, explain their decisions and choices, and receive feedback
MECHANICAL SYSTEMS
60 min.
The aim of this lesson is to enable the participants to inspect and maintain mechanical components of multiple sixed,
small crane and hoist types and systems according to manufacturers’ manuals and other relevant documents
32) Describe the functions of mechanical components on cranes and hoists (Knowledge, basic level)
33) Can perform visual inspections of the structural integrity of mechanical components on fixed, small cranes
and hoists, e.g. paint damage, corrosion, coating defects, and cracks (Skills, intermediate level)
Present mechanical components on cranes and hoists, explain their functions and demonstrate how to inspect
and maintain these components
Facilitate an exercise where the participants practise how to perform visual inspections of the structural
integrity of mechanical components of cranes and hoists
Facilitate that participants share experiences and examine the components presented by the instructor
Lead a discussion about maintenance of the presented cranes and hoists components
Provide feedback to the participants about their performance during the exercise
Share experiences with maintenance of crane and hoist mechanical components and examine the components
presented by the instructor
Take part in the exercises and discussion, and receive the instructors’ feedback
Note Mechanical components of the crane and hoist system are for example: crane wire rope, rail, trolley, chain,
sheave and hook

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Note Inspection and maintenance of mechanical components on the work sites may require additional training or
support as per the relevant manuals, legislation, and guidelines
HYDRAULIC SYSTEMS
20 min.
The aim of this lesson is to enable the participants to inspect and maintain hydraulic components on cranes and hoists
according to manufacturers’ manuals and relevant documents
34) Describe the functionality of hydraulic components on cranes and hoists (Knowledge, basic level)
35) Perform visual inspections of the structural integrity of hydraulic components on cranes and hoists, e.g.
damage, leaks, deformation on hydraulic hoses and pipes (Skills, intermediate level)
Present hydraulic systems, diagrams and components on cranes and hoists
Explain and demonstrate hydraulic systems’ configuration on cranes and hoists, how hydraulic components and
systems are functioning, and how hydraulic protective systems operate
Explain and demonstrate how to operate the hydraulic system on cranes and hoists after activation of an
emergency system (deactivation of hydraulic system, e.g. dump valve)
Demonstrate how to inspect and maintain hydraulic systems and protective systems on cranes and hoists
Facilitate an exercise in which the participants practise how to inspect and maintain hydraulic systems and
protective systems on cranes and hoists
Facilitate that participants share experiences on hydraulic systems and examine the components demonstrated
by the instructor
Share experiences with crane and hoist hydraulic components and systems and examine the components
demonstrated by the instructor
Take part in the exercises about the practice of how to inspect and maintain hydraulic systems and protective
systems on cranes and hoists

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Note Components of the hydraulic system are for example: hoses and pipes, valves, pumps, motor, and actuator.
A basic hydraulic system is presented in Annex 2, Training visuals
ELECTRICAL SYSTEMS
20 min
The aim of this lesson is to enable participants to inspect, maintain, and function test electrical components on cranes
and hoists in accordance with manufacturers’ manuals and relevant documents
36) Describe the functions of electrical components on cranes and hoists according to manufacturers’ manuals
37) Can perform inspection and maintenance of electrical components on cranes and hoists in accordance with
manufacturers’ manuals, (Skills, intermediate level)
Present electrical components on cranes and hoists, explain how they function and demonstrate how to
inspect and maintain these
Facilitate an exercise in which the participants practise how to inspect and maintain electrical components on
cranes and hoists
Facilitate that participants share experiences on electrical systems on cranes and hoists and examine the
components presented by the instructor
Share experiences with crane and hoist electrical components and examine the components demonstrated by
the instructor
Take part in the exercise and practise how to inspect and maintain electrical components on cranes and hoists
Note Components of an electrical system on cranes and hoists are for example: battery charger, remote control,
pendant, motor, hoist, lightning protection, limit switches, load cells, cables and plugs
PRACTICAL EXERCISE
270 min

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The aim of this exercise is enable the participant to inspect and maintain different types of fixed, small cranes and
hoists in the wind industry by following relevant manufacturers manuals, relevant legislation and other relevant
documents
38) Recognise the importance of maintaining cranes and hoists in accordance with manufacturers’ manuals
and legislation (Knowledge, basic level)
39) Take responsibility to perform inspection and maintenance on multiple crane and hoist types, following
relevant manuals and documents (Ability, intermediate level)
Note The following three scenarios are examples of training scenarios. These may be conducted simultaneously to
support activity flow
As a minimum, a participant must practise inspection and maintenance related tasks on multiple types of
lifting equipment
ELEMENT 9.1 - TRAINING SCENARIO 1
Prepare and present components that shall be inspected and maintained by the participants
Ensure all relevant manuals are available
Facilitate the exercise and assess the participants’ performance
Provide feedback
Conduct inspection of single equipment components laid out, supported by the relevant manuals and other
documents, e.g. the Inspection and Maintenance Log (see Annex 3)
Explain results of the inspection of each equipment component to the instructor or peer
Practise maintenance on relevant components in accordance with the relevant manuals
Receive the feedback and adjust the performance in necessary
Note This exercise may be designed as a rotating, tabletop exercise where the participants work in pairs at
different stations

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Note Components in training scenario 1 should be:
1. Single components from crane and hoist types and systems other than the functional ones
available on the training site in whole
2. Components from the cranes and hoists available on site, where dismantling and
reassembling will be too time consuming or may pose a risk of unnecessary wear and tear
on the equipment
ELEMENT 9.2 - TRAINING SCENARIO 2, INSPECTION AND MAINTENANCE ON CRANES
Perform inspection and maintenance on a fixed, small crane following the maintenance procedure as described
in the manufacturer’s manual and other relevant documents, e.g. the Inspection and Maintenance Log (see
Annex 3)
Examples of exercises that must be conducted:
Exercise task What to do Equipment for training task
Carry out 1 year inspection and Use the manufacturer’s manual for
maintenance on cranes the correct inspection and
maintenance on cranes
Carry out extended inspection and Use the manufacturer’s manual for
maintenance on cranes, for example the correct inspection and
5 years inspection maintenance on cranes
Carry out all the necessary load tests Use the manufacturer’s manual for Shackles, torque wrench, chain hoist,
on cranes the correct inspection and load cell, slings
maintenance of the crane
All lifting equipment must be within
certification date (correct colour
code)
Theory test on topics from the The test is planned to be an A multi choice assignment, where
module (primarily learning individual test some questions may have more than
objectives aiming at knowledge) that one possible correct answers
are not covered in the practical The participants must be informed if
assignments in lesson 9 this is a formative or a summative
test

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Note The concepts of formative and summative evaluation and test is described in GWO Requirements for
Training, Annex 4 GWO Taxonomy Framework
ELEMENT 9.3 - TRAINING SCENARIO 3, INSPECTION AND MAINTENANCE ON HOISTS
Perform inspection and maintenance on a hoist at hand following the maintenance procedure in the
manufacturer’s manual and other relevant documents, e.g. the Inspection and Maintenance Log (see Annex 3)
Examples of exercises that must be conducted:
Task What to do Equipment for training task
Carry out 6-monthly and 1 year Use the manufacturer’s manual for
inspection and maintenance on hoist the correct inspection and
maintenance of the hoist
Carry out extended inspection and Use the manufacturer’s manual for
maintenance of hoist, for example 5 the correct inspection and
years inspection maintenance of the hoist
Carry out all the necessary load tests Use the manufacturer’s manual for Shackles, torque wrench, chain hoist,
the correct inspection and load cell, slings.
maintenance of the hoist
All lifting equipment must be within
certification date (correct colour
code)
Theory test on topics from the The test is planned to be an A multi choice assignment, where
module (primarily learning individual test some questions may have more than
objectives aiming at knowledge) that one possible correct answers
are not covered in the practical The participants must be informed if
assignments in lesson 9 this is a formative or a summative
test
Note The above shown exercises are examples of content for exercises for maintaining cranes and hoists. Training
scenario 2 and 3 may be bundled if the example crane has a hoist mounted on it
TROUBLESHOOTING AND FAULT FINDING ACCORDING TO MANUFACTURERS’

MANUALS
90 min.

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The aim of this lesson is to prepare the participants to perform fault finding on lifting equipment by practising how to
recognise faults, and to identify solutions, use the relevant manufacturers’ manuals
Learning objective:
40) The participants can take responsibility for identify and rectify faults on fixed small cranes and hoists
according to the manufacturers’ manuals (Ability, intermediate level)
Prepare or simulate a number of commonly experienced faults on the lifting equipment or on individual
components
Demonstrate how to perform troubleshooting using the error codes from the relevant maintenance manual
Facilitate a practical fault finding exercise using manufacturers’ manuals to find a fault code or a description of
a fault
Provide feedback on the participant’s performance
Investigate and detect equipment faults, troubleshoot using the error codes from the relevant maintenance
manual, and perform repair and replacement of components according to manuals
If repair and replacement, of the equipment at hand, is not possible or practical explain how to repair and
replace components
Note Learning activity 10.1.6 cannot replace 10.1.5, but should be an additional learning activity.
TRAINING REVIEW
35 min.
The aim of this lesson is to enable the participants to reflect on and process their learning outcome and main takeaways
from the module, aiming to achieve a high learning transfer from the module to their way of working.
ELEMENT 11.1 - TRAINING REVIEW

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Re-present the overall aims and learning objectives of the module for the participants’ comparison of their
learning outcomes and the achievement of their previously stated expectations for the module
Lead a discussion or Q&A aiming at the participants’ reflections of their learning outcome in relation to their
ways of working
Reflect on their learning outcome and main takeaways from the Crane and Hoist Inspection and Maintenance
Module aiming to achieve a high learning transfer from the module to their way of working by means of e.g.:
a. group discussions or walk & talk
b. questions & answers in class, or where suitable
Note The instructor may additionally conduct a local evaluation of the training
ELEMENT 11.2 - FEEDBACK SESSION
Give an overall feedback and feed forward on the participants' learning outcome inspired by the training as
well as from the training review session
Encourage the participants to examine and grow awareness of how their own workplace WTG types/WTG
environments differ from the training scenario environment. Promote participants’ discussion with their
colleagues about how the training content, methods and techniques are similar or different to the local specific
conditions identified after the module completion

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Annexes

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ANNEX 1 - EQUIPMENT LIST

The following pages contain the lists of equipment required for delivering the Crane & Hoist Standard. The equipment
required for training must be available and must fulfil national legal requirements where applicable. The tools,
materials and equipment are needed for the execution of the modules are listed in the following pages.
1. Documentation:
a. Manuals for different crane and hoist types that will be covered in the training
b. Lift plan for loads being lifted during practical training (this should be based on the lift plan in Annex 7)
2. Communication tools:
a. Two-way radios
3. Slings:
a. Endless synthetic
b. Web sling
c. Chain
d. Wire rope
4. Spreader beam
5. Hooks
6. Shackles:
a. Bow type: both screw pin and bolt/nut type with appropriate securing pins and rings.
b. Dee type: both screw pin and bolt/nut type with appropriate securing pins and rings.
7. Lifting accessories:
a. Lifting bags
b. Taglines
8. Load attachments:
a. Eye bolts and nuts
b. Swivel eyebolts

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c. CLB/CLT container lugs (camlocks)
d. Permanent lifting lugs
9. Various types of loads to be lifted:

a. must include a load with an offset centre of gravity and a load long enough to require a tagline
10. Examples of defective lifting equipment and accessories:

a. in an overloaded condition
b. labelled with expired certification tags
c. incomplete or unreadable tags
d. other as relevant
11. Crane and hoist:

a. a crane that operates with a minimum of three power driven functionalities, such as slewing, boom up-
down, boom extend/retract and hoist
b. a hoist that can lift and lower (two-speed design is desirable)
c. illustrations and show and tell components, that cover multiple crane and hoist types and systems
12. Relevant manufacturers manuals for cranes and hoists:

a. Manufactures’ manuals and guides, that cover the crane and hoist types and systems included in the
training
13. Consumables, in accordance with relevant manuals, e.g.

a. Chemical gloves
b. Glass for oil sample
c. Oil filter
d. Oil
e. Wire grease
f. Wire oil
g. Approval labels

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14. Maintenance tools

A selection of examples of relevant maintenance tools, lubrication guns, and torque wrenches
15. Personal Protective Equipment

Any equipment used during GWO training shall meet or exceed the minimum requirements of the regional/national
standards listed in table A1.15.1 below. When working in a country where there is no applicable national standard then
the equipment shall meet or exceed the minimum requirements of the European standards.
Region/National Specific Equipment Standards
Equipment Europe North America China United Kingdom

Slings
Endless (round) EN 1492-2 BS EN 1492-2
Webbing EN 1492-1 ASME B30.9 JB/T 8521.1 BS EN 1492-1
Chain EN 818 OSHA 1910.184 GB/T 24816 BS EN 818
Wire rope EN 12385-4 GB/T 34198 BS EN12385-4
Spreader beam EN 13155 ASME B30.20 BS EN 13155
ASME B30.26
Hooks ASME B30.10
Shackles EN 13889 ASME B30.20 BS EN 13889
ASME B30.26
Nut and bolt type EN 3266+A1 BS EN 3266+A1
Swivel type EN 3266+A1 BS EN 1492-1
Lifting bags EN 1492-1 ASME B30.9 BS EN 1492-1
OSHA 1910.184
CLB/CLT container EN 13155 ASME B30.20 BS EN 13155
lugs ASME B30.26
Crane EN 13000 or ASME B30.5 BS EN 13000
EN 13852-1 or or or
EN 13852-3 OSHA 1926.1401 BS EN 13852-1
OSHA 1926.1404 – or
1411 BS EN 13852-3
OSHA 1926 1424 –
1425
OSHA 1926.1431 -
1432

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Truck-mounted EN 12999 ANSI Z150-16 BS EN 12999

crane CAN/CSA Z150-16
OSHA 1926 subpart
CC
Personal protection Equipment

Helmet EN 397 ANSI Z89.1 Type1 GB 2811 BS EN 397
Safety glasses
Hi-visibility clothing
Gloves EN 388
Safety shoes or
safety boots
Table A1.15.1 – Equipment list country specific standards
Note All equipment shall be maintained and where appropriate, inspected and tested in accordance with current
regional/national standards/ legislation and manufacturers’ manuals.

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ANNEX 2 - TRAINING VISUALS
Figure A2.1 – Cylinder luffing type
Figure A2.2 – Davit type

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Figure A2.2 – Telescope type
Figure A2.3 – Knuckle boom type

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Figure A2.4 – Hoist type

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Figure A2.5 – Basic hydraulic system

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ANNEX 3 - INSPECTION AND MAINTENANCE LOG

Inspection and Maintenance log - Yearly
Crane serial: Inspected by: Date:
# Activity Yearly
1 Base, inspect
2 Column, inspect
3 1st boom, inspect
4 Hydraulic & manual extension, inspect
5 Hoist and top roller, inspect
6 Hoist rope, inspect
7 Hooks, counterweight, and damper, inspect
8 Operating base, inspect
9 Hydraulic system inspect
10 Hydraulic pipes, couplings, inspect
11 Hydraulic hoses, inspect
12 Load cell test
13 Grease nipples (2x base, 3x pivot points, 1x

top roller) lubricate
14 Oil can points (crane hooks), lubricate
15 Oil levels (slewing house and hoist gears),

check/top up
16 Hoist rope, lubricate
17 Electronic system, inspect

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18 Protective coating / paintwork, inspect
19 Protective coating / paintwork, touch up
Remarks, attention points
Maintenance & Inspection log- 5 years
Crane serial: Inspected by: Date:
# Activity Yearly
1 Base, inspect
2 Column, inspect
3 1st boom, inspect
4 Hydraulic & manual extension, inspect
5 Hoist and top roller, inspect
6 Hoist rope, inspect
7 Hooks, counterweight, and damper, inspect
8 Operating base, inspect
9 Hydraulic system inspect
10 Hydraulic pipes, couplings, inspect
11 Hydraulic hoses, inspect
12 Load cell test
13 Grease nipples (2x base, 3x pivot points, 1x

top roller) lubricate

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14 Oil can points (crane hooks), lubricate
15 Oil levels (slewing house and hoist gears),

check/top up
16 Hoist rope, lubricate
17 Electronic system, inspect
18 Protective coating / paintwork, inspect
19 Protective coating / paintwork, touch up
20 Filter cartridge, pressure reducer remote

control, replace
21 Lubricant, slewing house, exchange
22 Lubricant, hoist gears, exchange
Remarks, attention points

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ANNEX 4 - PRE-USE INSPECTION LIST, EXAMPLE

This example of a pre-use inspection list covers a chain hoist and three crane types
PRE-START, OPERATIONAL CHECK AND POST CHECKS
Chain Hoist HMF 265T HIAB SWP 2 Crane Palfinger PCWM 3300
Before and after use of the crane/Hoist always carry out the following
inspection/checks: PRE POST
1 Check that environmental conditions are within the limits of the crane
2 Check that the crane emergency stop functions are undamaged and working
correctly
3 Crane structure:
• Checks the steel structure of the crane for signs of damage
4 Check the hook for:
• Damage/deformation
• The cotter pin is in place, where applicable
• The spring loaded Safety latch is functioning correctly
• Shaft nut and safety pin are correctly secured
5 Boom inspection:
• Locking pins for manual extensions, including safety clips
• Shaft and shaft locking between lift cylinder and first boom, the column
and first boom and the lift cylinder and column
• Visually check bolted connections for loose nuts
6 Hydraulic system:
• Check if the seal on the dump valve is still in place (HIAB SWP 2 Only)
• Check all hydraulic pipes, couplings, hoses, cylinders and valves for:
Leakage, damage and deformation
7 Slewing housing:

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• Check the oil level in the slewing housing (min & max oil level, by eye)
• Check the bolts securing slewing house to the foundation for loose
connections and/or that none are missing
8 Electronic components:
• Check for visual damage to the boxes which could indicate possible
failure (loose & partly pulled wires)
9 Crane Controller:
• Check that the controls (electrical/manual ) function correctly, and

return to a neutral position when released.
10 LED test: HIAB SWP 2 Only
To do the test:
• Press the ON/OFF button for at least 2 sec
• The test is activated and all the red LEDs are illuminated
• Release the button. After 3 sec, all the green LEDs are illuminated
• The test is finished when all LEDs are extinguished
11 Check all lifting equipment and lifting accessories to ensure in date

Inspection certification
12 Visually check that all lift equipment and accessories are free from defects.
Damage may include:
• Cracks
• Marks
• Bolted connections and/or abnormal wear; indicating that the

equipment/accessories have been subject to excessive force
13 Check the crane top roller assembly. Check the condition, alignment security
and excess play of pulley system and top roller assembly including all locking
devices, pins and bushes
• Locking wire
• Circlips / locknut
• Push-pin and retainer wire (HIAB SWP 2 Only)
• Lynch-pin and retainer wire (HIAB SWP2 Only)

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• Pins, circlips and spiral pin x 2 (HIAB SWP2 Only)
14 Check Chain Hoist PRE POST
• E-stop, wires and cable connections
• Chain basket/ chain catcher
• Hook condition, safety latch and lock pins
• Overall damage/ deformations
• Controller, functions and conditions
Note If any defects are identified on the crane DO NOT USE. Report all defects and inform the instructor, so it can
be repaired.
PRINT NAME: DATE OF OPERATIONAL CHECK:
Comments / Defects:
Technicians
NAME SIGNATURE

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ANNEX 5 - COMMUNICATION
The method of communication to be used shall be agreed and unambiguous as part of preparations for the lifting. The
below setup can be used in such regard.
1. All personnel who are involved shall be competent in the language chosen. Using verbal instructions in
accordance with Table A5-1.
2. Everyone participating in lifting operations shall have a radio for communication unless all persons involved can
communicate clearly with each other through direct speech.
3. Radio communication equipment with over-ear headphones and a microphone should be used.
4. Hand signals (as shown in Table A5-1) may be used to supplement radio communication, and to secure a load
in the event of loss of radio communication. Where hand signals are used the signaller must face the crane
drive to ensure that the meaning of the signals given are clear to the crane driver.
5. In order to avoid misunderstandings, confirmatory communication shall be used during lifting operations,
unless this causes increased risk in the lifting operation. This means that the desired movement is specified by
the signaller and the command is confirmed by the lifting appliance operator.
6. Where appropriate, a communication method can be chosen that allows the signaller to give a continuous
signal to continue the movement. The lifting appliance operator shall halt immediately if they do not receive
the signal.
7. All unnecessary use of radios, noise or activity that can distract the lifting appliance operator shall be avoided.
Note Always coordinate communication with crane driver during toolbox-talks
Crane Verbal
Action Instruction Pictogram OSHA Pictogram BS 7121
Stop Stop

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Emergency Stop
stop
Raise the Raise

load or
Hoist
Lower the Lower

load
Raise the Boom Up

Boom or
Raise
Boom

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Lower the Boom

Boom Down or
Lower
Boom
Slew / Slew left

Swing Slew Right
Or
Swing left
Swing right
Extend the Boom Out

Boom
Retract the Boom In

Boom

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Move Slowly …
Slowly
Hoist slowly
Lower slowly
Table A5-1 - Common (OSHA and BS 7121) verbal instructions and hand signals for controlling crane operations (Source ASME B30.5_2004)

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ANNEX 6 - SAFETY SIGNS
Inspiration and examples
Figure A6.1 – Common safety signs used with cranes and hoists

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ANNEX 7 - BASIC LIFTING PLAN WIND JACKUP @ WINDFARM 1
Note The lift plan in this annex is not intended to be used as a live lift plan. It is only to be used as a template for
the training provider to create their own lift plan during training. The template can be used as an example
during the training to show the specific elements that are included in a lift plan
1. Basic Lifting Operation – A Simple Lifting Plan

For basic lifting operations, the planning of each individual lift is the responsibility of the person using the lifting
equipment. The lift controller (LC), in charge of the operation, should possess the necessary knowledge, training and
experience to be able to carry out the planning, execution and completion of the task in a safe and efficient manner.
Follow the checklist and complete the lift. If you cannot answer yes to all of the checks noted below consult your lift
controller (LC) before attempting the lifting operation.
ACTIONS YES NO
1) Assess the weight of the load.
2) Choose the correct lifting tackle for the job.
3) Ensure that the load will not pass directly over other workers.
4) Check the path of the load to ensure that there are no obstructions.
5) Ensure that the end position of the load is able to receive the load.
6) Attach the lifting tackle to the load using the correct slinging method.
7) Carry out a trial lift to ensure that the load hangs securely as intended.
8) Assess if tagline are required, if yes fit taglines to stop the load from swinging.
9) Warn workers in the load path that the operation is about to begin.
10) Assess that the weather is within limits for lifting operation.
11) Land the load and release the slings using bearers to release (if required).
12) Release the crane for other users and clear up all of the gear used.

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 GOOD PRACTICE: Remember the job is not finished until the clear-up is done! Always clear away the lifting tackle,
lifting gear, load bearers and dunnage after use.
 PRECAUTIONS: If you are unsure of the correct lifting or slinging method then consult your lift controller (CP). The
lift controller shall act as overall supervisor for this basic auxiliary lift and monitoring the associated risk assessment
(TRA 01) for compliance.
Do not attempt the lift if you are uncertain of your ability to complete it safely without risk to yourself and others.
BASIC LIFTING PLAN
Location: Wind Jackup - Wind Farm 1 Area: Starboard side
Permit No.: WJ-001 Risk Assessment: TRA 01
Lifting Plan No.: WIND JACKUP 001 Task Details Below

(Step By Step) Yes
Is Diagram/Sketch of Lifting Operation Enclosed? Yes
Description Of Lifting Operation:
Lift one generator off CTV to deck of Wind Jackup at Wind Farm 1.
Lifting Equipment to be used for lift: X1 4.75T Shackle X1 WLL 5T - EWL 5M Round Sling
Weight of Load: <900Kg ACTUAL – Generator Atlas Copco QAS 20
Crane: LIEBHERR LTM 1100
Duty: 900Kg @ 24m
Load(s): generator only, Max 900 kg
Lifting Equipment: approx. 5 kg
Total Load: 905 kg
% Capacity used: 80%
Competency
1) CTV Crew must/will have the required slinger banksman competence
2) All crew involved with handling the load must/will have slinger banksman competence for releasing generator
on deck/final position
Task Details (Step-by-Step)

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LIFTING GENERATOR FROM CTV TO WIND JACKUP DECK
• Sea and wind conditions checked. Everyone must be happy before operation starts <2m wave and at captain’s
discretion.
• CTV will be pushed on to j-tubes of the wind jackup which assessed for best position for craning.
• Crane hook lowered and position checked.
• A 5m tagline will be attached to the load.
• Deck hand will control the lift by use of hand signals in accordance with BS 7121. There will be radio
communication available to the skipper, deck hand’s assistant and crane operator in case emergency
communication is required.
• At no time will the load be taken directly over the boat until it is at a height just above the hand rails.
• Generator to be lifted and taken to a position to the starboard side of the aft deck; once the height is correct
the deckhand will signal to stop lowering and then the load will be slewed over to the aft deck on their signal
and then landed.
• Once on deck unhooked from crane.
• The lifting equipment will be inspected after use and be stowed ready for use – all defects will be reported and
accessories with defects will be quarantined.
Methods of communication to be used: Radio Hand Signals
Steps taken to eliminate danger to personnel involved and others, including barriers where appropriate:
• Inform any personnel working in the area that a lift will be carried out from CTV to vessel and ask them to vacate
the lift area until the lift is complete.
• Deck barriered off, only people involved with slinging inside barrier.
• Slinger to use agreed hand signals to the crane driver.
• Radio communication can be used for more information when craning to the vessel.
• Vessel to be pushed on to j-tubes unconstrained of the wind.
• Jackup to maintain a stable position during lift.
• Taglines to be used to control load while in the air.
• All lifting gear are within current test date and conduct pre-use checks.
• No one to be under suspended load or near any pinch/crush points.
Planned by: Signature: Date:
Reviewed by: Signature: Date:

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ANNEX 8 - GUIDELINE FOR WARM-UP EXERCISES
Warm-up program and illustrations developed and provided by

© ExorLive.com [www.exorlive.com]

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ANNEX 9 - MANUAL HANDLING RISK ASSESSMENT

This is an instructor guidance elaborating the concept of aggravating factors related to manual handling risk
assessment. The baseline of assessing manual lifts is the load weight and the distance from the spine in the lower back
(the reaching distance), respectively.
While assessing manual handling, number of additional risk factors to the lift must be considered, which, individually
and especially combined, will enhance the strain on the musculoskeletal system. These factors are the, so-called,
aggravating factors.
1. Load weight and Reaching distance

The following guidance introduces some simple tools to help identify ‘low-risk’ manual handling tasks and introduces a
hierarchy of control that can be used to help identify simple solutions to reduce risk from manual handling further.
Tasks outside of these guidelines should be assessed by an appropriately qualified professional using more detailed
assessment tools or a full manual handling risk assessment for the task.
Lifting and lowering filters
Use the guideline filters for lifting and lowering (shown in Figure A9.1) to help you identify low-risk tasks. The guideline
filters do not set specific weight limits, so the guidelines are not ‘safe limits’ for lifting and carrying. They use broad
assumptions or generalisations where, if met, the risk of injury is considered to be low.
Working outside the limits is likely to increase the risk of injury, which can lead to ill health. The guidelines are derived
from lifting capacity data which show differences between men and women in the population (rather than individuals).
Where the handling task falls within the filter guidelines, you do not normally need to do any other form of risk
assessment unless you have individual workers who may be at significant risk. If you are unsure, complete a more
detailed assessment.

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Figure A9.1-Lifting and lowering filters
Note Figure A9.1 assumes that the load is easily grasped with both hands and is handled in reasonable working
conditions, with the worker in a stable body position
Risk assessment, lifting and lowering

1. Each box in Figure A9.1 contains a filter value for lifting and lowering in that zone. The filter values in the boxes
are reduced if handling is done with arms extended, or at high or low levels, as that is where injuries are most
likely to happen and will most likely be harmful to health. Such lifts must be evaluated separately.
2. Observe the work activity you are assessing and compare it to Figure A9.1. First, decide which zone or zones
the worker’s hands pass through when moving the load. Then assess the maximum weight being handled. If it
is less than the value given in the matching box, it is within the guidelines.
3. If the worker’s hands enter more than one zone during the operation, use the smallest weight. Use an in-
between weight if the hands are close to a boundary between zones.
4. Lifting and lowering. Do I need to make a more detailed assessment? You will need to make a more detailed
assessment using an appropriate tool, e.g. full risk assessment checklists (or equivalent) if:
a. the handling operation must take place with the hands outside the zones in Figure A9.1

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b. the weight exceeds those in Figure A9.1
c. the handling involves torso twisting
d. the handling is more frequent than one lifts every two minutes
e. the handling is done by a team
f. the handling operations are complex, for example, the weights vary significantly or there are several start
and finish locations
g. the lift does not meet the conditions given for using the guidelines, for example, if the load is difficult to
grasp or handle
h. the person lifting may be at significant risk, for example, new or expectant mothers, young workers, those
new to the job, or those with a disability, significant health problem or recent injury
Carrying risk assessment

You can apply the filter weights for lifting and lowering in Figure A9.1 to carrying operations where the load:
a. is held against the body
b. is carried no further than about 10m without resting
c. does not prevent the person from walking normally
d. does not obstruct the view of the person carrying it
e. does not require the hands to be held below knuckle height or much above elbow height
f. Where you can carry the load securely on the shoulder without lifting it first (for example, by sliding it
onto your shoulder), you can apply the filter values up to 20m

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Pushing and pulling risk assessment
In pushing and pulling operations, the load might be slid, rolled, or

moved on wheels. Observe the worker’s general posture during the
operation. Figure A9.2 shows some acceptable push/pull postures. The
task is likely to be low risk if:
• the force is applied with the hands
• the torso is largely upright and not twisted
• the hands are between hip and shoulder height
• the distance moved without a pause or break is no more than

about 20m
When do I need to make a more detailed assessment?
If the load can be moved and controlled very easily, for example with
one hand, you do not need to do a more detailed assessment. You
should make a more detailed assessment using, for example, the RAPP
tool or full risk assessment checklists (or equivalent) if:
• the posture shows that the task requires significant forces, for
example, leaning
• here are extra risk factors like slopes, uneven floors, constricted
spaces or trapping hazards
Figure A9.2 Acceptable push/pull postures
2. Aggravating factors
The aggravating factors of the lifting operation must be considered which, individually and especially in combination,
will enhance the strain on the musculoskeletal system posing a risk of injury and manual handling harmful to health.
Examples of aggravating factors; categorised by the four elements of the TILE principle:
Basic dynamic risk assessment – TILE principle

All manual handling tasks should be preceded by a basic dynamic risk assessment carried out by the persons planning to
carry out the task before commencing the activity. This can be conducted using the simple and well known TILE
approach.

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T-Task I-Individual(s) L-Load E-Environment
For ‘Task’ considerations should include:
a. no suitable handling aid is available
b. holding loads away from torso
c. lifting below knee height or above shoulder height
d. carrying, pushing, pulling or precise positioning of the load reaching upwards
e. twisting or stooping
f. large vertical movement
g. long carrying distances
h. strenuous pushing or pulling
i. unpredictable movement of loads
j. frequent or prolonged physical effort
k. lifting for a longer period of time
l. insufficient rest or recovery
m. team effort
n. a work rate imposed by a process
For ‘Individual(s)’ capability considerations should include:
a. pose a risk to those with a health problem or a physical or learning difficulty
b. no warm-up
c. require unusual capability previous and pre-existing injuries
d. pose a risk to those who are pregnant
e. pose a risk to new workers/young people
f. require special information/training
g. unusual strength or height required for the activity

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h. specialist knowledge or training required
For the ‘Load’ considerations should include:
a. heavy
b. bulky or unwieldy
c. difficult to grasp
d. difficult to grip
e. unstable or unpredictable
f. contents likely to move or shift
g. intrinsically harmful (e.g. sharp/hot)
h. sharp edges
For the ‘Work’ environment considerations should include:
a. constraints on posture, e.g., working on knees, laying on back
b. restricted spaces
c. poor floors, e.g. greasy, wet, uneven
d. variations in levels, e.g. stairs, thresholds
e. hot/cold/humid conditions
f. strong air movements, e.g. outside of tower, nacelle, etc.
g. poor lighting conditions
h. weather conditions; rain, gust, wind, temperature
Additionally, it is recommended to consider additional factors including whether the activity is hindered or enhanced by
wearing particular protective clothing or PPE and work/organisation (psychosocial) factors such as training, sudden
changes in workload, communication, consultation, etc.
3. Good handling technique

A good handling technique is no substitute for other risk-reduction steps, such as providing lifting aids, or
improvements to the task, load or working environment. Moving the load by rocking, pivoting, rolling or sliding is
preferable to lifting it in situations where there is limited scope for risk reduction. However, good handling technique
forms a very valuable addition to other risk-control measures. To be successful, good handling technique needs both
training and practice. The training should be carried out in conditions that are as realistic as possible, emphasising its
relevance to everyday handling operations in the workplace.

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There is no single correct way to lift and there are many different approaches, each with merits and advantages in
particular situations or individual circumstances. The content of training in good handling technique should be tailored
to the particular handling operations likely to be carried out, beginning with relatively simple examples and progressing
to more specialised handling operations as appropriate. For example:
a. employees should be able to identify loads that may cause injury when handled. Increases in size often
indicate an increase in weight and difficulty of handling
b. where the size of the item is less important than how full it is, e.g. in the case of a dustbin containing
refuse, they should assess the load by looking inside it or use techniques such as rocking the load from
side to side before attempting to lift it
c. they should also treat unfamiliar loads with caution. Drums which appear to be empty or other closed
containers should be tested, e.g. by trying to raise one end
d. they should apply force gradually when testing loads. If employees feel too much strain, they should be
encouraged to look for another way of handling the load safely
The following list illustrates some important points which are relevant to a basic two-handed symmetrical lift – a lift
using both hands that takes place in front of and close to the body, without any twisting.
Basic lifting operations
Rocking a load to assess its ease of handling.
Figure A9.3 rocking a load

Think before handling/lifting. Plan the lift/ handling activity. Where is
the load going to be placed? Use appropriate handling aids where
possible. Will help be needed with the load? Remove obstructions,
such as discarded wrapping materials. For long lifts, such as from floor
to shoulder height, consider resting the load mid-way on a table or
bench to change grip.
Figure A9.4 Think before handling

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Keep the load close to the waist. Keep the load close to the waist for
as long as possible while lifting. The distance of the load from the spine
at waist height is an important factor in the overall load on the spine
and back muscles. Keep the heaviest side of the load next to the body.
If a close approach to the load is not possible, try to slide it towards
the body before attempting to lift it.
Figure A9.5 Keep the load close

Adopt a stable position. The feet should be apart with one leg in front
of the other (alongside the load if it is on the ground) to increase the
stability of the worker’s posture. The worker should be prepared to
move their feet during the lift to maintain a stable posture. Wearing
over- tight clothing or unsuitable footwear may make this difficult.
Figure A9.6 Adopt a stable position

Ensure a good hold on the load. Where possible, hug the load as close
as possible to the body. This may be better than gripping it tightly only
with the hands.
Moderate flexion (slight bending) of the back, hips and knees at the
start of the lift is preferable to either fully flexing the back (stooping)
or fully flexing the hips and knees (full/ deep squatting)
Don’t flex the back any further while lifting. This can happen if the legs
begin to straighten before starting to raise the load. The worker should
Figure A9.7 Ensure a good hold
start the movement with the strong leg muscles while keeping the
back posture constant.
Avoid twisting the back or leaning sideways especially while the back
is bent. Keep shoulders level and facing in the same direction as the
hips. Turning by moving the feet is better than twisting and lifting at
the same time.
Figure A9.8 Avoid twisting

Keep the head up when handling. Look ahead not down at the load
once it has been held securely.
Move smoothly. Do not jerk or snatch the load as this can make it
harder to keep control and can increase the risk of injury.

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Don’t lift or handle more than can be easily managed. There is a

difference between what people can lift and what they can safely lift.
If in doubt, seek advice or get help.
Figure A9.9 Easily managed

Put down, then adjust. If precise positioning of the load is necessary,
put it down first, then slide it into the desired position.
Figure A9.10 Put down, then adjust
This Annex is based upon:
a. legal requirements and guidelines of the Danish and UK EHS authorities and legislation on manual
handling
b. G+ Manual Handling Case Studies doc.
c. https://www.hse.gov.uk/pubns/books/l23.htm
d. Equinor Ergonomics and Manual Handling Study 2018
e. contains public sector information published by the UK Health and Safety Executive and licensed under
the Open Government Licence’
Note Local legal requirements must always be adhered to when performing manual handling

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ANNEX 10 - VERSION HISTORY
Amendment date Version Approved by & date
Description of changes:
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Crane and Hoist Training

Publication date: 3 July 2023

Crane and Hoist / V1

1. LIST OF ABBREVIATIONS .................................................................................................................................................... 4

2. TERMS AND DEFINITIONS .................................................................................................................................................. 4

6. USING THIS STANDARD TO DEVELOP TRAINING.............................................................................................................. 11

7. MODULE 1 – CRANE AND HOIST BASIC USER .................................................................................................................. 13

Introduction to the training ................................................................................................................................ 15

8. MODULE 2- CRANE AND HOIST INSPECTION AND MAINTENANCE ................................................................................. 42

Global Wind Organisation ©2023 / www.globalwindsafety.org 2 / 107

Crane and Hoist / V1

Introduction to The Training ............................................................................................................................... 45

ANNEX 1 - EQUIPMENT LIST ........................................................................................................................................................... 69

ANNEX 2 - TRAINING VISUALS ........................................................................................................................................................ 73

ANNEX 3 - INSPECTION AND MAINTENANCE LOG ......................................................................................................................... 77

ANNEX 4 - PRE-USE INSPECTION LIST, EXAMPLE ............................................................................................................................ 80

ANNEX 5 - COMMUNICATION ........................................................................................................................................................ 83

ANNEX 6 - SAFETY SIGNS ................................................................................................................................................................ 87

ANNEX 7 - BASIC LIFTING PLAN WIND JACKUP @ WINDFARM 1 ................................................................................................... 88

ANNEX 8 - GUIDELINE FOR WARM-UP EXERCISES.......................................................................................................................... 91

ANNEX 9 - MANUAL HANDLING RISK ASSESSMENT ....................................................................................................................... 98

ANNEX 10 - VERSION HISTORY ..................................................................................................................................................... 107

Global Wind Organisation ©2023 / www.globalwindsafety.org 3 / 107

Crane and Hoist / V1

CTV Crew Transfer Vessel

GWO Global Wind Organisation

HOPS Hoist Overload Protection Systems

LBPS Lateral Boom Protection Systems

MOPS Manual Overload Protection System

OLP Overload Protection Systems

PPE Personal Protection Equipment

RCI Rated Capacity Indication

RCL Rated Capacity Limiter

SWL Safe Working Load

WLL Working Load Limit

WTG Wind Turbine Generator

2. TERMS AND DEFINITIONS

Global Wind Organisation ©2023 / www.globalwindsafety.org 4 / 107

Crane and Hoist / V1

Environment. Steady environmental conditions. Avoidance of hazardous, difficult or restricted

Inspection, statutory Inspection conducted in a legislated inspection interval

Global Wind Organisation ©2023 / www.globalwindsafety.org 5 / 107

Crane and Hoist / V1

Main components Main components are presented in Annex 2, Training Visuals

Amendment date Version Approved by & date Description of changes

Global Wind Organisation ©2023 / www.globalwindsafety.org 6 / 107

Crane and Hoist / V1

a. Power operated (electrical and hydraulic)

c. Combined operations. e.g., manually yaw and electrical hoist

a. Fixed radius boom crane

b. Telescopic boom crane

c. Knuckle boom crane

Global Wind Organisation ©2023 / www.globalwindsafety.org 7 / 107

Crane and Hoist / V1

• With fixed hook or anchor point

• With winch/hoist function

• Electric and hydraulic drives

a.i Chain hoist

a.ii Wire hoist

b. Rail/Trolley system with hoist:

b.i Chain hoist

b.ii Wire hoist