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Appendix 1

Standard LEEA Course Outlines


Document Reference LEEA-039a

Appendix 1

Standard LEEA course outlines:

Lifting and Slinging

Lifting Equipment Inspection

LOLER and PUWER

Management of Lifting and Slinging

Wire Rope Inspection

Wire Rope Socketing

Appointed Person

Forklift Truck Operation

Electric Overhead Travelling Crane Operation & Slinging

Electric Overhead Travelling Crane Operation

The above mentioned course outlines are provided to give an example of the content and layout of the
courses shown.

Version 7 March 2014 Document Originator K Crilly


Document Reference LEEA-039a

Training Course Outline


Course Name Lifting And Slinging Duration 2 days
Training Objective To Act as a Slinger / Banksman (Part A)
Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Carry out a brief covering: Health & Safety / Facilities / Refreshments T
British & European Legislation
1.1 UK: Criminal & Civil Law T
EU: Status in UK Law
Health & Safety at Work Summary
Section 2 Brief Outline
1.2 Section 6 CE marking T
Section 7 & 8 - (Employees Duties)

Lifting Equipment Definitions &


Terminology
Lifting Operation
Lifting Equipment
Lifting Accessories
Lifting Machine
1.3 Thorough Examination T
In Service Inspection / Pre Use Check
Responsible Person
Working Load Limit (WLL)
Demonstrate a knowledge of the
Safe Working Load (SWL)
legislation, regulations and standards 10. Factor of Safety
governing the use of lifting equipment 11. Mode Factor
PUWER 98
1. Regulation 3 - Application
2. Regulation 4 Suitability
3. Regulation 5 Maintenance
4. Regulation 6 Inspection
5. Regulation 8 Information & Instruction
6. Regulation 9 Training
1.4 T
LOLER 98
Regulation 2 Interpretation
Regulation 3 Application
Regulation 7 Marking
Regulation 8 Organisation
Regulation 9 - Thorough Examination
Regulation 10 - Reports & Defects

1.5 Requirements for a Pre Use Check T

2.1 Calculate the forces in slings T&P

Uniform Load Method


How it is calculated (mode Factors)
2.2 Identification T
Demonstrate a knowledge of Force
Influences & Rating Methods Use (All new slings)
Trigonometric Load Method
Old Equipment
2.3 Special Purpose Slings T
Identification

Calculating Load Weight(s)


1. Importance
Demonstrate how to do Load Estimation 3.1 T&P
2. Cubes & Cylinders

Version 7 March 2014 Document Originator K Crilly


Document Reference LEEA-039a
Course Name Lifting & Slinging (Part B)
Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Textile Materials & Slings
1. Different Materials
Demonstrate a knowledge of different
2. Effects of Acids & Alkalis
types of slings and how to carry out a pre 4.1 T
3. Colour Code (Label & Material)
use check
4. Different Sling Types
5. Pre Use Check (Faults)
Chain Slings
Types of Slings (Welded/Assembled)
Materials (HTS & Alloy)
4.2 Grade marks T
Effects of Acids (Alloy Steel)
Different Types (Single/Multi Leg)
6. Pre Use Check (Faults)
Steel Wire Rope Slings
Manufacture
Lays (Ordinary & Langs)
Demonstrate a knowledge of different 4.3 Different Terminations
T
types of slings and how to carry out a pre Different Types (Single/Multi Leg)
use check Pre Use Check (Faults)
Sling Configurations
Straight Pull
Choke Hitch
4.4 Basket Hitch(s) T
Single & Double Wrap
Back Hooking
Pocket Guides
Advantages / Disadvantages of different
4.5 T
Sling types
Shackles
Dee & Bow
5.1 Uses
T
Pre Use Check
Eyebolts
Dynamo/Collared/Eyebolt with Link
5.2 Uses & Restrictions T
Pre Use Check
New Types (Star)
Shortening Clutches
5.3 Types T
Demonstrate a knowledge of different
Uses
types of lifting accessories and how to
Hooks
carry out a pre use check
5.4 Types (Latch/Safety/Swivel) T
Pre Use Check
Rigging Screws
Types
5.5 Uses (Inline Only)
T
Pre Use Check
Wire Rope Grips
Types
5.6 Uses T
Correct Fitment
Pre Use Checks

Version 7 March 2014 Document Originator K Crilly


Document Reference LEEA-039a

Course Name Lifting & Slinging (Part C)


Demonstrate a knowledge of how to
6.1 Complete a Lift Plan/Assessment P
complete a lift plan

Demonstrate a knowledge of crane


7.1 Correct Crane Signals P
signals in accordance with BS 7121
8.1 Correct Selection of Lifting Equipment P
Practical Assessment
8.2 Complete a Safe Lifting Operation P

* Method of testing is by either a Theoretical exam (T) or Practical (P) assessment

The lifting & Slinging course must consist of Part A & part C plus any or all of the Part B modules.

The course work for all of the above must be included and accredited before any single part can
be used separately.

Training Course Outline


Course Name Lifting Equipment Inspection Duration 2 days
Training Objective To cover the requirements of Lifting Equipment Inspection
Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Carry out a brief covering: Health & Safety / Facilities / Refreshments
British & European Legislation
1.1 1. UK: Criminal & Civil Law T
2. EU: Status in UK Law
Health & Safety at Work Summary
1. Section 2 Employers Duties (Brief Outline)
1.2 T
2. Section 6 Machinery Directive (CE marking)
3. Section 7 & 8 - (Employees Duties)
Lifting Equipment Definitions &
Terminology
1. Lifting Operation
2. Lifting Equipment
3. Lifting Accessories
4. Lifting Machine
1.3 5. Thorough Examination T
6. Pre Use Check
Demonstrate a knowledge of the 7. Responsible Person
legislation, regulations and standards 8. Working Load Limit (WLL)
governing the use of lifting equipment 9. Safe Working Load (SWL)
10. Factor of Safety
11. Mode Factor
LOLER 98
1. Regulation 3 (Application)
2. Regulation 7 (Marking)
1.4 3. Regulation 8 (Organisation)
T
4. Regulation 9 (Thorough Examination)
5. Regulation 10 (Reports & Defects)
1.5 Requirements of an Inspection T
Certificates & Reports
1.6 1. Declaration of Conformity T
2. Reports of Thorough Examination
1.7 British Standards T

Version 7 March 2014 Document Originator K Crilly


Document Reference LEEA-039a
Identification of Materials:
1. Steels
2.1 T
Demonstrate a knowledge of the 2. Plastics
different materials used in the 3. Textiles
manufacture of lifting equipment Identification Marks:
2.2 1. Steels (4, 04, M, 8, T, V) T
2. Textiles (Colour Code)
Stress
3.1 T
Demonstrate a knowledge of the stress Strain
& strain that can occur in lifting Permanent Set: (Elongation)
equipment 3.2 1. Permissible Limits T
2. Identification

Course Name Lifting Equipment Inspection


Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Demonstrate a knowledge of different Chain Slings
items of lifting equipment 1. Identification
2. Marking
3. Assembly
4.1 T
4. Chain Clutch
5. Hooks
6. Inspection
7. Rejection Criteria
Textile Slings Roundslings
Web Slings
1. Materials
2. Identification
4.2 T
3. Colour Coding
4. Effects of Acids/Alkalis
5. Inspection
6. Rejection Criteria
Steel Wire Rope
Steel Wire Rope Slings
1. Manufacture
2. Construction
4.3 3. Lay T
4. Broken Wires
5. Terminations
6. Inspection
7. Rejection Criteria
Shackles
1. Dee & Bow
4.4 2. Uses & Limitations T
3. Inspection
4. Rejection Criteria
Eyebolts
1. Dynamo/Collar/Eyebolt with Link
2. Uses & Limitations
4.53. Restrictions T
4. Inspection
5. Rejection Criteria
6. New Products (Optional)
Rings & Links
1. Types
4.62. Uses & Limitations T
3. Inspection
4. Rejection Criteria
4.7 Rigging Screws T
1. Types
2. Uses & Limitations (Inline Only)
Version 7 March 2014 Document Originator K Crilly
Document Reference LEEA-039a
3. Inspection & Rejection Criteria

Hand Chain Blocks


1. Lifting Chain
4.82. Uses & Limitations T
3. Inspection
4. Rejection Criteria
Lever Hoists
1. Uses & Limitations
4.92. Inspection T
3. Rejection Criteria

Course Name Lifting Equipment Inspection


Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Jaw Winches i.e. Tirfor
1. Uses & Limitations
4.102. Ropes T
3. inspection
4. Rejection Criteria
4.11 Jacks Manual / Hydraulic T
Fibre Rope
1. Materials
2. Identification
4.123. Uses
T
4. Inspection
5. Rejection Criteria
5.1 Proof Load testing T

5.2 Factors of Safety T


Demonstrate a knowledge of the
different methods of testing lifting 5.3 WLL & SWL T
equipment
5.4 Destructive & Non Destructive Tests T

5.5 Calculating WLL/SWL T

6.1 Mechanically Assembled Chain Sling P

6.2 Textile sling P

6.3 Steel Wire Rope Sling P

6.4 Shackle(s) P

Carry out an examination of various


6.5 Eyebolt(s) P
Items of Lifting Equipment

6.6 Hand Operated Chain Block P

6.7 Lever Hoist P

6.8 Jaw winches i.e. Tirfor P

6.9 Jacks Manual / Hydraulic P

* Method of testing is by either a Theoretical exam (T) or Practical (P) assessment


Version 7 March 2014 Document Originator K Crilly
Document Reference LEEA-039a

Training Course Outline


Course Name LOLER and PUWER Duration day

Training Objective To cover the requirements of LOLER and PUWER

KLP
Enabling Objective Key Learning Point
No.
Carry out a brief covering: Health and Safety / Facilities / Refreshments

1.1 Old Legislation

1.2 Health and Safety at Work Act Etc 1974

European Directives Machinery Directive


1.3
Use of Work Equipment Directive

1.4 Status of PUWER and LOLER

1.5 Risk Assessment(s)

PUWER:

Regulation 2 - Interpretation
Regulation 3 - Application
Regulation 4 - Suitability of work equipment
Regulation 5 - Maintenance
1.6 Regulation 6 - Inspection
Regulation 8 - Information and instructions
Have a knowledge of the Regulation 9 - Training
legislation and regulations Regulation 10 - Conformity with Community requirements
covering lifting equipment Regulations 11 to 19
Regulations 22 to 29

LOLER:

Regulation 2 - Interpretation
Regulation 3 - Application
Regulation 4 - Strength and stability
Regulation 5 - Lifting equipment for lifting persons
1.7 Regulation 6 - Positioning and installation
Regulation 7 - Marking of lifting equipment
Regulation 8 - Organisation of lifting operations
Regulation 9 - Thorough examination and inspection
Regulation 10 - Reports and defects
SCHEDULE 1
Regulation 11 - Keeping of information

1.8 Status of documentation issued under older legislation

Training Course Outline


Course Name Management of Lifting and Slinging Duration 2 days
Training Objective Responsibilities for Managing Lifting Operations
Version 7 March 2014 Document Originator K Crilly
Document Reference LEEA-039a
Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Carry out a brief covering: Health and Safety / Facilities / Refreshments T
British & European Legislation
1.1 1. UK: Criminal & Civil Law T
2. EU: Status in UK Law
Health & Safety at Work Summary
1. Section 2 Brief Outline
1.22. Section 6 CE marking
T
3. Section 7 & 8 - (Employees Duties)
Lifting Equipment Definitions &
Terminology
1. Lifting Operation
2. Lifting Equipment
3. Lifting Accessories
4. Lifting Machine
Demonstrate a knowledge of the 1.35. Thorough Examination T
legislation, regulations and standards 6. Pre Use Check
governing the use of lifting equipment 7. Responsible Person
8. Working Load Limit (WLL)
9. Safe Working Load (SWL)
10. Factor of Safety
11. Mode Factor
LOLER 98
1. Regulation 2 (Interpretation)
2. Regulation 3 (Application)
1.43. Regulation 7 (Marking) T
4. Regulation 8 (Organisation)
5. Regulation 9 (Thorough Examination)
6. Regulation 10 (Reports & Defects)
1.5 Requirements for a Pre Use Check T
2.1 Marking T
Demonstrate a knowledge of the
principles for the selection of lifting 2.2 Storage T
equipment
2.3 Certification T
Demonstrate a knowledge of slinging 3.1 Design of slings T
methods 3.2 Different types of slings T
4.1 Calculate the forces in slings T
Demonstrate a knowledge of Force
4.2 Uniform Load Method T
Influences and Rating Methods
4.3 Trigonometric Load Method T
Demonstrate a knowledge of how to do
5.1 Calculating Load Weight(s) T
Load Estimation
6.1 Textile Materials and Slings T
6.2 Chain Slings T
Demonstrate a knowledge of different 6.3 Steel Wire Rope Slings T
types of slings
6.4 Sling Configurations T
Advantages/Disadvantages of different Sling
6.5 T
types

Version 7 March 2014 Document Originator K Crilly


Document Reference LEEA-039a

Course Name Management of Lifting and Slinging


Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Demonstrate a knowledge of how to
select appropriate Personal Protective 7.1 Selection of PPE T/P
Equipment
Demonstrate a knowledge of the
correct crane signals in accordance 8.1 Correct Crane Signals T/P
with BS 7121
9.1 Shackles T
9.2 Eyebolts T
Demonstrate a knowledge of different 9.3 Shortening Clutches T
types of lifting accessories 9.4 Hooks T
9.5 Rigging Screws T
9.6 Wire Rope Grips T
10.1 Correct Selection of Lifting Equipment P
Practical Assessment
10.2 Safe Lifting Operation P

* Method of testing is by either a Theoretical exam (T) or Practical (P) assessment

Training Course Outline

Course Name Wire Rope Inspection Duration 2 days

Training Objective The requirements of Wire Rope Inspection


Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Carry out a brief covering: Health & Safety / Facilities / Refreshments
Demonstrate a knowledge of the British & European Legislation
legislation, regulations and standards 1.1 1. UK: Criminal & Civil Law T
governing wire rope 2. EU: Status in UK Law
Health & Safety at Work Summary
1. Section 2 Brief Outline
1.2 T
2. Section 6 CE marking
3. Section 7 & 8 - (Employees Duties)
Lifting Equipment Definitions &
Terminology
1. Lifting Equipment
2. Lifting Accessories
3. Lifting Machine
4. Thorough Examination
1.3 5. Pre Use Check T
6. Responsible Person
7. Working Load Limit (WLL)
8. Safe Working Load (SWL)
9. Factor of Safety
10. Mode Factor

1.4 LOLER 98 T
1. Regulation 7 (Marking)
Document Reference LEEA-039a
2. Regulation 9 (Thorough Examination)
3. Regulation 10 (Reports & Defects)

1.5 Requirements of an Inspection T

Certificates & Reports


1. Declaration of Conformity
1.6 2. Certificate of Conformity T
3. Reports of Thorough Examination
British Standards
1.7 1. 13411 Pt 1-7 T
2. 13414 Pt 1-3

Demonstrate a knowledge of rope 2.1 Manufacture T


manufacture and the terminology used in
accordance with BS EN 12385 2.2 Terminology T
Document Reference LEEA-039a

Course Name Wire Rope Inspection


Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
3.1 Design & Construction T
Demonstrate a knowledge of rope
constructions and characteristics
3.2 Characteristics T

4.1 Terminations T
Demonstrate a knowledge of terminations
and deterioration
4.2 Deterioration T

Demonstrate a knowledge of inspection 5.1 Inspection procedure T


procedures 5.2 Discard criteria T

Demonstrate a knowledge of the


6.1 Certification T
certification used for wire rope

Theory Assessment 7.1 Theory Exam T

Carry out a practical inspection of wire


8.1 Practical inspection of wire rope P
rope

* Method of testing is by either a Theoretical exam (T) or Practical (P) assessment

Training Course Outline


Course Name Wire Rope Socketing Duration 2 days
Training Objective Safe Working Practises for Wire Rope Socketing
Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Carry out a brief covering: Health & Safety / Facilities / Refreshments

Certificates
1.1 T
Certificate of Conformity
British Standards
1.2 13411 Pt 4 (Socketing) T
Demonstrate a knowledge of the legislation, 12385 Pt 1-4 (SWR)
regulations and standards governing wire 1.3 Manufacture T
rope
1.4 Terminology T
1.5 Characteristics T
1.6 Equipment Toolkit T
Demonstrate a knowledge of Socketing 2.1 Efficiency of Terminations T
applications
2.2 Choice T
Document Reference LEEA-039a

2.3 Socket selection T


2.4 How a Socket Works Y
2.5 Socketing Media T
2.6 Brushing & Hooking T
2.7 Reforming the Brush T
2.8 Cleaning T
2.9 Sealing & Temperature Ranges T
3.1 Preparation procedure T
3.2 Measurements T

Demonstrate a knowledge of Socketing 3.3 Serving T


Methods 3.4 Safety Information
3.5 Mixing the Resin T
3.6 Pouring the Resin T

Demonstrate a knowledge of the inspection 4.1 Inspection after Socketing T


procedure 4.2 In Service Inspection T
Theory Assessment 5.1 Theory Exam T
Carry out a safe Socketing Operation 6.1 Practical Socketing exercise P

* Method of testing is by either a Theoretical exam (T) or Practical (P) assessment

Training Course Outline


Course Name Appointed Person Duration 5 Days
Training
To undertake the duties of an appointed person for lifting operations
Objective
Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Carry out a brief covering: Health & Safety / Facilities / Refreshments T or P
Demonstrate a knowledge of the
legislation, regulations and British & European Legislation
standards governing the use of 1.1 1. UK: Criminal & Civil law T
lifting equipment 2. EU: Status in UK law

Health & Safety at Work


1. Section 2 - Employers duties (brief summary)
1.2 T
2. Section 6 - machinery Directive
3. Section 7 & 8 - Employees duties
1.3 Definitions & Teminology T
1. Lifting Operation
2. Lifting Equipment
3. lifting Machine
4. Lifting Accessory
5. Pre-use Check
6. Thorough Examination
Document Reference LEEA-039a

7. Responsible Person
8. Competent Person
9. Working Load Limit (WLL)
10. Safe Working Load (SWL)
11. Factor of Safety
12. Mode Factor
13. Appointed Person
LOLER '98 - Regulation No:
1. 2 - Application
2. 7 - Marking of lifting Equipment
1.4 T
3. 8 - Organisation of Lifting Operations
4. 9 - Thorough Examination
5. 10 - Reports & Defects

1.5 Requirements of an Inspection T

Certificates & Reports


1.6 1. Declaration of Conformity T
2. Report of Thorough Examination

British Standards
1.7 1. BS 7121 Pt1 T
2. BS 7121 Pt3

Demonstrate a knowledge of the 1. Appointed Person


roles and responsibilites of 2. Crane Supervisor
2.1 T
personnel involved in the lifting 3. Crane Operator
operation 4. Slinger/Signaller

Training Course Outline


Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*

Demonstrate a knowledge of the 1. Basic Lifts


requrements of different types of 3.1 2. Standard Lifts T
lifts 3. Complex Lifts

1. Lifting Persons
Demonstrate a knowledge of the
4.1 2. Lifting from Height T
requirements for:
3. Safe Access & Egress (before, during & after)

1. Statutory Bodies i.e. HSE


Describe the requirements of 2. Railways
reporting procedures to bodies 5.1 3. Highways Agency T
effected by lifting operations: 4. Airfields/CAA
5. Water Companies
Demonstrate a knowledge of the 4.1 1. Mobile Cranes T
capabilities of different types of 2. Crawler Cranes
lifting equipment (cranes) 3. Tower Cranes
Document Reference LEEA-039a

1. Maintainence
2. Inspection
4.2 T
3. Testing
4. Thorough Examination

1. Setting Up
2. Erection
4.3 T
3. Levelling
4. Dismantling

Calculate:

1. Point Loadings
4.4 T
2. Outrigger Loadings
3. Spreader Mat Types & Sizes
4. Spreader Mat Loadings

RCIs:

4.5 1. Function & Use T


2. Information Provided
3. Anti-Collision Systems
Selection of the correct crane for specific lifts:

1. Swingaways
2. Powered Boom Extensions
4.6 3. Extra Ballast T
4. Duty Charts
5. Range Diagrams
6. Specification Sheets

Training Course Outline


Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Demonstrate a knowledge of
lifting accessories Types & Uses

1. Chain Slings
5.1 2. Steel Wire Rope Slings T
3. Textile Slings
4. Shackles
5. Eyebolts

5.2 Identify & Explain: T

1. Sling Markings
2. Sling Certificates
3. Examination Reports
Document Reference LEEA-039a

Calculate:
5.3 T
1. Sling Sizes
2. Sling Angles

Explain Slinging Techniques for:

5.4 1. Balanced Loads T


2. Unbalanced Loads
3. Loose Loads

Calculate:
5.6 T
1. Load Weights
2. Centre of Gravity

Methods:
Demonstrate a knowledge of
6.1 1. Hand Signals T
crane communications:
2. Radio
3. Completion Report
Document Reference LEEA-039a

Training Course Outline


Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*

Identify hazards from plans & drawings:

7.1 1. Proximity P
2. Overhead
3. Underground

Identify & Plan:

7.2 1. Lift Area P


2. Exclusion Zones
3. Access & Egress (before, during, after)

Safe system of work comprising:

7.3 1. Risk Assessment P


2. Method Statement
3. Lift Plan
Demonstrate a knowledge of lift
planning Prepare & Explain lift plan to others:

1. Crane Supervisor
7.4 P
2. Crane Operator
3. Slinger
4. Banksman

Specify:

1. Crane positioning
7.5 P
2. Load
3. Fixed Objects
4. Limiting Factors

Evaluate & Explain:


7.5 P
1. Environmental Factors
2. Surrounding Area
Document Reference LEEA-039a

Training Course Outline


Course Name Forklift Truck Operation Duration 2 or 3 Days
Training Objective Forklift Truck Operator
Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Carry out a brief covering: Health & Safety / Facilities / Refreshments T or P
1. Health and Safety at Work (etc.)
Act 1974
2. BSP-14.02-S-001-Land Transport
Vehicle Standard
Demonstrate a knowledge of the 3. BSP-13.03-Procedure-012-Use of Goods
legislation, regulations and standards 1.1 Handling Equipment (Folklifts Trucks) T
governing the use of forklift truck 4. BS 4430-Recommendations for the
safety of powered industrial trucks
5. ISO 3691-Powered trucks-Safety code
6. ISO 5053-Powered trucks-Terminology

1. Definition
Demonstrate a knowledge of safety 2. Pre-start and pre-operational checks
2.1 T/P
control and instruments 3. Planning the work
4. Checking controls on equipment

1. The stability triangle


Demonstrate a knowledge of forklift
3.1 2. The centre of gravity T/P
stability, capacity and dynamics
3. Load centers

1. Reading and interpreting the data plate


2. Adverse surface and floor conditions
Demonstrate a knowledge of safe 3. Ramp, slope, incline operation
4.1 T/P
forklift operation 4. Attachments
5. Shutting down equipment
6. Securing the site

1. Inspect and test fork-lift


Practical Assessment 5.1 2. Operate fork-lift P
3. Manoeuvre and position loads
4. Complete the work

* Method of testing is by either a Theoretical exam (T) or Practical (P) assessment

Training Course Outline

Course Name Electric Overhead Travelling Crane Operation and Slinging

Training Objective EOTC Operator and Slinger - (PART A) Duration 1 or 2 Days


Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Document Reference LEEA-039a

Carry out a brief covering: Health & Safety / Facilities / Refreshments


British & European Legislation
1.1 1. UK; Criminal & Civil Law T
2. EU; Status in UK Law
Health & Safety at Work Summary
Section 2 Employers Duties
1.2 Section 6 CE marking
T
Section 7 & 8 (Employees Duties)
Lifting Equipment Definitions &
Terminology
Lifting Operation
Lifting Equipment
Lifting Accessories
Demonstrate a knowledge of the Lifting Machine
legislation, regulations and standards 1.3 Thorough Examination T
governing the use of lifting equipment Pre Use Check
Responsible Person
Working Load Limit (WLL)
Safe Working Load (SWL)
Factor of Safety
Mode Factor
LOLER 98
Regulation 3 (Application)
Regulation 7 (Marking)
1.4 Regulation 8 (Organisation) T
Regulation 9 (Thorough Examination)
Regulation 10 (Reports & Defects)
1.5 Requirements for a Pre Use Check T
Uniform Load Method
How its calculated (mode Factors)
2.1 Identification
T
Demonstrate a knowledge of Force Use (All new slings)
Influences & Rating Methods Trigonometric Load Method
Older Equipment
2.2 Special Purpose Slings
T
Identification
Calculating Load Weight(s)
Demonstrate how to do Load Estimation 3.1 Importance T&P
Cubes & Cylinders
Sling Configurations
1. Straight Pull
2. Choke Hitch
4.1 3. Basket Hitch(s) T
Demonstrate a knowledge of different 4. Single & and Double Wrap
types of slings configuration 5. Back Hooking
6. Pocket Guides
Advantages/Disadvantages of different
4.2 T
Sling types

Course Name Electric Overhead Travelling Crane Operation and Slinging

Training Objective EOTC Operator and Slinger - (PART B)


Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Textile Sling module 5.1 Different Materials T
Effects of Acids & Alkalis
Demonstrate a knowledge of different Colour Code (Label & Material)
Document Reference LEEA-039a
Different Sling Types
types of slings and how to carry out a pre Uses & Limitations
use check 6. Pre Use Check (Faults)
Types of Slings (Welded/Assembled)
Materials (HTS & Alloy)
Chain Sling Module Grade marks
6.1 Effects of Acids (Alloy Steel) T
Demonstrate a knowledge of different Different Types (Single/Multi Leg)
types of slings and how to carry out a pre 6. Pre Use Check (Faults)
use check Shortening Clutches
6.2 Types T
Uses
Hook Module

Demonstrate a knowledge of different Types (Latch/Safety/Swivel)


7.1 T
types of lifting accessories and how to Pre Use Check
carry out a pre use check

Manufacture
Lays (Ordinary & Langs)
Terminations
Steel Wire Rope Module 8.1 Different Types (Single/Multi Leg) T
Pre Use Check (Faults)
Demonstrate a knowledge of different 6. Uses & Limitations
types of slings and how to carry out a pre Wire Rope Grips
use check 1. Types
8.2 2. Uses & Limitations T
3. Correct Fitment
4. Pre Use Checks
Shackle Module
Dee & Bow
Demonstrate a knowledge of different Uses & Limitations
9.1 T
types of lifting accessories and how to Pre Use Check
carry out a pre use check

Eyebolt Module
Dynamo/Collared/Eyebolt with Link
Demonstrate a knowledge of different Uses & Limitations
10.1 Pre Use Check T
types of lifting accessories and how to
carry out a pre use check New Types (Star)

Rigging Screws Module


Types
Demonstrate a knowledge of different Uses & Limitations (Inline Only)
11.1 T
types of lifting accessories and how to Pre Use Check
carry out a pre use check
Course Name Electric Overhead Travelling Crane Operation and Slinging

Training Objective EOTC Operator and Slinger - (PART C)


Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Pendant Control
Identification of Controls
12.1 T&P
Mode of Operation
3. Safety Precautions
Control Method Infra Red Control
1. Identification of Controls
12.2 2. Mode of Operation
T&P
Demonstrate a knowledge of different
control devices including: 3. Safety Precautions
Radio Control
Identification of Controls
12.3 Mode of Operation
T&P
Safety Precautions
Demonstrate a knowledge of how to
13.1 Complete a Lift Plan/Assessment P
complete a lift plan

Demonstrate a knowledge of crane signals


14.1 Correct Crane Signals P
in accordance with BS 7121

15.1 Correct Selection of Lifting Equipment P

Practical Assessment 15.2 Swing Control P

15.3 Complete a Safe Lifting Operation P

* Method of testing is by either a Theoretical exam (T) or Practical (P) assessment

The EOTC course must consist of Part A, and any or all of the Part B and C modules.

The course work for all of the above must be included and accredited before any single part can
be used separately.
Training Course Outline
Electric Overhead Travelling Crane
Course Name Duration day or 1 day
Operation

Training Objective EOTC Operation - (PART A)


Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Carry out a brief covering: Health & Safety / Facilities / Refreshments
British & European Legislation
1.11. UK; Criminal & Civil Law T
2. EU; Status in UK Law
Health & Safety at Work Summary
1. Section 2 Employers Duties
1.2 T
2. Section 6 CE marking
3. Section 7 & 8 (Employees Duties)
Lifting Equipment Definitions &
Terminology
1. Lifting Operation
2. Lifting Equipment
3. Lifting Accessories
4. Lifting Machine
1.35. Thorough Examination T
Demonstrate a knowledge of the 6. Pre Use Check
legislation, regulations and standards 7. Responsible Person
governing the use of lifting equipment 8. Working Load Limit (WLL)
9. Safe Working Load (SWL)
10. Factor of Safety
11. Mode Factor
LOLER 98
1. Regulation 3 (Application)
2. Regulation 7 (Marking)
1.43. Regulation 8 (Organisation) T
4. Regulation 9 (Thorough Examination)
5. Regulation 10 (Reports & Defects)
1.5 Requirements for a Pre Use Check T
Advantages/Disadvantages of different
1.6 T
Sling types
Course Name Electric Overhead Travelling Crane Operation

Training Objective EOTC Operation - (PART B)


Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Pendant Control
1. Identification of Controls
1.1 2. Mode of Operation T&P
3. Safety Precautions
Control Method Infra Red Control
1. Identification of Controls
1.2 2. Mode of Operation T&P
Demonstrate a knowledge of different
control devices including: 3. Safety Precautions
Radio Control
1. Identification of Controls
1.3 2. Mode of Operation T&P
3. Safety Precautions
Demonstrate a knowledge of how to
1.4 Complete a Lift Plan T&P
complete a lift plan

Demonstrate a knowledge of crane signals


1.5 Correct Crane Signals T&P
in accordance with BS 7121

1.6 Correct Selection of Lifting Equipment P

Practical Assessment 1.7 Swing Control P

1.8 Complete a Safe Lifting Operation P

* Method of testing is by either a Theoretical exam (T) or Practical (P) assessment

The lifting & slinging course must consist of Part A & Part C plus any or all of the Part B modules.

The course work for all of the above must be included and accredited before any single part can
be used separately.
Training Course Outline
Course
Train The Trainer Duration 5 Days
Name
Training
To cover the requirements and take the role of an instructor in the workplace
Objective
Method
KLP
Enabling Objective Key Learning Point of
No.
Testing*
Carry out a brief covering: Health & Safety / Facilities / Refreshments T or P

1.1 Confidence
Demonstrate a knowledge and 1.2 Manner
understanding of the requirements of a 1.3 Attitude T
good instructor 1.4 Diligence
1.5 Enthusiasm
2.1
Systems Approach/Deficiency Model
2.2
Job Analysis
2.3
Prepare Job/Role Specifications
2.4
Demonstrate a knowledge and Write Training Objectives
2.5
understanding of the Systems Approach to Determine Training content T
2.6
Training (SAT) Select Methods and Media
2.7
Conduct Training
2.8
Validate Training
2.9
Modify/Update Training as Necessary
2.10
3.1 Principles of Instruction:
3.2 Promote and Maintain the desire to
3.3 Learn
3.4 Preparation and planning
Demonstrate a knowledge and
3.5 Confirmation that Instruction has been
understanding of Method of Instruction P
3.6 assimilated
and Technique
3.7 Techniques of Instruction:
3.8 Question Technique
3.9 The Selection and use of instructional
3.10 aids

Demonstrate a knowledge and


understanding of lesson dynamics and 4.1 The Instant Teacher P
delivery

5.1
Class
5.2
Objectives
5.3
Materials and subject matter
Demonstrate a knowledge and 5.4
Props and Training/Instructional Aids
understanding of the requirements for 5.5 P
Lesson Plans
Preparation & Planning 5.6
Environment and Administration
5.7
Timings and rehearsals
5.8
Editing
5.9
P
6.1
Promoting the desire to learn:
Demonstrate a knowledge and 6.2
Creating interest before the event
understanding of Promoting and 6.2
Developing the interest of the audience
maintaining the requirements to learn. 6.4
Maintaining the desire to learn
6.5
KLP Method of
Enabling Objective Key Learning Point
No. Testing*
Carry out a brief covering: Health & Safety / Facilities / Refreshments T or P
Why confirm
7.1
When to confirm
7.2
How to confirm
Demonstrate a knowledge and 7.3
Purpose of oral questions
understanding of the requirements of 7.4 T
How to pose a question to the
confirmation and question technique 7.5
class
7.6
How to deal with questions
7.7
Catering for shy people

8.1 Introduction
Demonstrate a knowledge and
8.2 Purpose of an Instructional aid
understanding of the selection and
8.3 Selection of an Instructional aid
T
correect use of Instructional aids.
8.4 Correct use of an instructional aid

9.1 Introduction/Lesson Title


9.2 Preliminaries
9.3 Revision Link
9.4 Objective, Reason Why, Incentive
Demonstrate a knowledge and
9.5 Lesson Stages
understanding of the correct layout of a T
9.6 Confirmation of stages
lesson plan
9.7 Confirmation whole of lesson
9.8 Pack Kit
9.9 Summary
9.10 Look Forward

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