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TA-1 Visual Inspection for Wheel Loaders

SMCS - Job Code - 540 Component Code - 753S

Cat dealer Customer


Address Address
Contact Contact

Serial Number : Inspector : Temperature :


Model : Work Order : Time :
Engine S/N: SMU: Date :
Manufacturer : Unit Location:

Note: Review Machine & S·O·S History and check for Active Service Letters prior to inspection.

Status of the Machine


Normal
The status recommendation of your Wheel Loader is:
Visual Inspection for Wheel Loaders
Status assessment ü– Normal M – Monitor A – Action Blank – Not Applicable

1. Prepare Machine Inspection


# Status Description Comments
1.1 Check with customer for operator complaints

1.2 Prepare the machine for the inspection

1.3 Perform safety/preparatory inspection

1.4 Download machine fault codes


1.5
1.5 Check Product Link

Is machine equipped with PL?

Is PL activated?

Is PL functioning properly?

1.6 Observe engine exhaust colors

1.7 Listen for unusual noises


(hydraulic pumps, engine, transmission, and axles)
1.8

1.9

1.10

Item No. Additional Comments


2. Lower Level Inspection
# Status Description Comments
2.1 Tires and rims

2.2 Final drives and wheel spindles

2.3 Front and rear differentials

2.4 Front, center, and rear drive shafts

2.5 Center support bearing


Torque converter, transmission and transfer gear box
2.6
compartment
2.7 Hydraulic pump compartment

2.8 Upper and lower hitch pins/bores

2.9 Main machine frame

2.10

2.11

2.12

2.13

Item No. Additional Comments


3. Middle Level Inspection
# Status Description Comments
3.1 Steps and handrails

3.2 Work light/hazard lights

3.3 Cab mounts


Steering control valve, steering neutralizer valve, brake
3.4
valve, and HMU
3.5 Implement control valve

3.6 Radiator, oil cooler, condenser, and aftercooler

3.7 Oil cooler and condenser lines

3.8 Hood and platform

3.9 Battery and battery cables

3.10 Fenders

3.11 Lower radiator and oil cooler hoses

3.12 Engine oil pan

3.13

3.14

3.15

Item No. Additional Comments


4. Upper-Level Inspection
# Status Description Comments
4.1 Cab exterior

4.2 Cab interior

4.3 Pre-cleaner and air cleaner

4.4 Upper radiator, air inlet, oil cooler, and aftercooler lines

4.5 Radiator cap

4.6 Water pump

4.7 Fuel lines and fuel pump

4.8 Exhaust manifold

4.9 Turbocharger

4.10 Cylinder head and valve cover

4.11 Belts, pulleys, compressor clutch, and fan motor

4.12 Cooling fan, fan guard, and shroud

4.13 Engine wiring harness

4.14 Engine mounts

4.15

4.16

4.17

Item No. Additional Comments


5. Implement/Attachment Inspection
# Status Description Comments
5.1 Lift cylinder

5.2 Area where lift arm attaches to frame

5.3 Tilt cylinder

5.4 Area where tilt lever attaches to lift arm

5.5 Bucket linkage

5.6 Bucket wear plates

5.7 Bucket side cutters

5.8 Bucket edges, tips, and adapters

5.9

5.10

5.11

Item No. Additional Comments

6. Site Conditions
# Status Description
6.1 Ambient Temperature

NORMAL: -18° to 32°C (0° to 90°F)

MONITOR: 32° to 46°C or -18° to -29°C (90° to 115°F or 0° to -20°F)


ACTION: Above 46°C or Below -29°C
(Above 115° or Below -20°F)
6.2 Altitude

NORMAL: 0 to 1524 m (0 to 5000 ft)

MONITOR: 1524 to 3048 m (5000 to 10,000 ft)

ACTION: Above 3048 m (Above 10,000 ft)

6.3 Haul Road Grade

NORMAL: Flat

MONITOR: Mild
ACTION: Steep

6.4 Haul Road Condition

NORMAL: Positive Banking, Gradual Turns, Good Erosion Control

ACTION: Negative Banking, Sharp Turns, Poor Erosion Control

6.5 Humidity

NORMAL: Below 25%

MONITOR: 25 to 60%

ACTION: Above 60%

6.6 Air Quality

NORMAL: No Dust

MONITOR: Light Dust

ACTION: Heavy Dust

6.7 Underfoot Condition

NORMAL: Dry Flat Surface

MONITOR: Moderate Grades, Mixture of Muddy / Dry Surfaces

ACTION: Steep Grades, Muddy, Snow, Ice

6.8 Machine Utilization

NORMAL: 0 to 10 Hours

ACTION: Above 10 hours

6.9 Equipment Role

NORMAL: Utility

MONITOR: Support

ACTION: Production

6.10 Working Material

NORMAL: Uncompacted, Low Abrasion

MONITOR: Moderately Compacted, Moderate Abrasion

ACTION: High Abrasion, Compacted, Dense

6.11 Maintenance Practices

NORMAL: Excellent

MONITOR: Good

ACTION: Poor
6.12 Primary Industries

6.13

6.14

6.15

Item No. Additional Comments

Other Visual Remarks


ion for Wheel Loaders
Blank – Not Applicable

1. Prepare Machine Inspection


Comments
2. Lower Level Inspection
Comments
3. Middle Level Inspection
Comments
4. Upper-Level Inspection
Comments
5. Implement/Attachment Inspection
Comments

6. Site Conditions
Other Visual Remarks
Wheel Loader TA1 Inspection Reference
Inspection Benefits:
Minimizes downtime through scheduled maintenance
Locates potential problems
Finds overlooked problems
Enables scheduled maintenance and repairs
Lowers owning and operating costs

Guidelines:
Wiring Harness Inspection Guidelines
Check for tubes, hoses, and wiring harnesses rubbing against:
One another
Sharp corners
Bolt heads
Check for tubes, hoses, and wiring harness not properly secured:
Missing clips and/or wire ties
P-clips not attached

Harness Connector Inspection Guidelines


Check for connectors:
Not properly secured in place
Rubbing against machine frame
Rubbing against sharp edges

Implement Linkage Pin Inspection Guidelines


Check for:
Loose or broken flange mounting bolt
Elongated bolt hole in flange (hole is located behind pin retaining bolt)
Loose or missing pin retainer bolts
Irregular shaped pin bores

Hydraulic Cylinder Inspection Guidelines:


Check for:
Oil leaks indicated by dirt or oil buildup around the cylinder lip seal
Oil leaks at hose connections
Damage to cylinder rods
Damage or wear to linkage pins (refer to “Pin Inspection Guidelines” for inspection procedure)

1. Inspection Preparation:

1.1 Check with customer for operator complaints


1.2 Prepare the machine for the inspection
Be sure the area is free of personnel. Make sure no one is underneath the machine, around the machine, or on the machine.
Turn the key to the ON position to check fluid levels using the monitor. If fluid levels cannot be checked using the monitor, manually
check the engine oil, hydraulic oil, and coolant levels. If necessary, add engine oil, hydraulic oil, or coolant to reac
Park the machine in the standard service position
1.3 Perform safety/preparatory inspection
1.4 Download machine fault codes
Download machine fault codes using either of the following methods:
Electronic Technician (ET)
Machine monitor
1.5 Check Product Link (https://productsupportglobalcontent.cat.com/cda/files/712700/7/Product%20Link%20Dealer%20Validation.pdf)
Is machine equipped with PL?
Is PL activated?
Is PL functioning properly?
1.6 Observe engine exhaust colors
Start the machine and observe exhaust colors:
White smoke after initial startup could indicate coolant in the engine cylinders
Blue smoke during startup may indicate oil in the engine cylinders
Continuous black smoke could indicate an improper air/fuel mixture
Continuous grey smoke may indicate a fuel timing problem
1.7 Listen for unusual noises
Excessive noise coming from hydraulic pump could indicate either:
Pump cavitation
A loose or failed bearing
Excessive noise coming from engine compartment could indicate:
Fuel injector damage
Engine bearing damage
Valve train damage
2 Lower-Level Inspections:

2.1 Inspect Tires and Rims for:


Proper inflation
Cuts, cracks, splits, or busies in the tread or sidewall area
Bumps or bulges may indicate tire separation
Safe tread depth
Tread worn down to the built-in wear indicators
Tire cords or exposed fabric
Uneven tread wear
Cracks, pits from corrosion, or other visible damage to rims
2.2 Inspect Final Drives and Wheel Spindles:
Check final drive oil level
If the oil level is low, check the following areas for leaks:
Sealing surface between the axle cover and the final drive planet carrier
Sealing surface between the planetary housing and the final drive housing
Dou-cone seal located between the final drive housing or wheel spindle and the axle housing
Oil leakage around the drain and fill plugs
If equipped, check the magnetic plug for metal particles
2.3 Inspect Front and Rear Differentials:
Check differential oil level
If the oil level is low check the following areas for leaks:
Sealing surface between the axle housing and the intermediate housing
Sealing surface between the intermediate housing and the differential housing
Sealing surface between the differential housing and the pinion housing
Sealing surface between the pinion housing and the driveshaft
Oil leakage around the drain and fill plugs
If equipped, check the magnetic plug for metal particles
Check for loose or damaged mounting axle bolts
2.4 Inspect Front, Center, and Rear Drive Shafts for:
Loose or missing U-joint retainer bolts
Worn or loose U-joints or drive shaft spline
Grease leaking from U-joint seals or from drive shaft spline seal; grease leakage in these areas would indicate possible seal damage
2.5 Inspect Center Support Bearing for:
Loose or damaged mounting bolts
Damaged grease line
Worn bearing
2.6 Inspect Torque Converter, Transmission, and Transfer Gear Box Compartment\
Check these components and the areas around them for:
Leaks around hose connections
Rubbing, damaged or worn hoses
Rubbing, damaged, or worn wiring harnesses or connectors
Check for oil or dirt buildup on the bottom surface of the transmission guard
Oil on the guard would indicate a leak from components located above the guard; remove the transmission guard and inspect components for
leaks
2.7 Inspect Hydraulic Pump Compartment for:
Leaks around hose connection points
Rubbing, damaged, or worn hoses
Rubbing, damaged, or worn wiring harnesses or connectors
Loose or damaged hose clamps on pump suction lines
2.8 Inspect Upper and Lower Hitch Pins/Bore for
Loose or broken flange bolts
Irregular-shaped pin bores
Broken or damaged grease lines or grease fittings
2.9 Inspect Main Machine Frame for:
Damage to frame
Structural cracks
Cracked welds

3 Middle-Level Inspections:

3.1 Inspect Steps and Handrails:


Ensure that steps and handrails are in place and check for:
Damaged, missing, or loose bolts
Damage to steps or handrails
Excessive dirt or debris
3.2 Inspect Work Lights/Hazard Lights:
Check road lights, turn signals, hazard flashers, work lights, and other lights for:
Proper operation
Cracked or broken lenses
Damaged wiring harnesses
3.3 Inspect Cab Mounts for:
Loose or damaged bolts
Worn or damaged rubber mounts
3.4 Inspect Steering Control Valve, Steering Neutralizer Valve, Brake Valve, and HMU for:
Leaks around hose connections
Rubbing, damaged or worn hoses
Rubbing, damaged, or worn wiring harnesses or connectors
3.5 Inspect Implement Control Valve for:
Leaks around hose and control valve components connection points
Rubbing, damaged, or worn hoses
Rubbing, damaged, or worn wiring harnesses or connectors
3.6 Inspect Radiator, Oil Cooler, Condenser, and Aftercooler for:
Plugged cores
Plugged screens
Damaged fins
3.7 Inspect Oil Cooler and Condenser Lines for:
Leaks around hose connections
Rubbing, cracked, or damaged hoses
Loose connections
Improperly secured hoses
3.8 Inspect Hood and Platform for:
Improper function of hood raise cylinder
Debris or excessive dirt on service platform ventilation screen
Loose or damaged ventilation screens
Improper function of side access panels and latches
Broken or damaged grease lines or grease fittings
3.9 Inspect Battery and Battery Cables:
Check battery posts and cables for corrosion
Check the battery hold-down for proper function and tightness
3.10 Inspect Fenders for:
Bent or damaged fenders that interfere with tires
Loose or missing mounting bolts
Properly operating latches and hinges (if equipped)
Missing or damaged prop rod
3.11 Inspect Lower Radiator and Oil Cooler Hoses for:
Rubbing, cracked, or damaged hoses
Loose or damaged hose clamps
Loose connections
Improperly secured hoses
3.12 Inspect Engine Oil Pan:
Check for oil accumulation on the bottom of the oil pan; if oil is found, inspect the following:
Check for leaks around the oil pan mounting flange
Check for leaks around the oil level sensor, drain valve, and the dipstick tube

4. Upper-Level Inspections:

4.1 Inspect Cab Exterior for:


Bent or damaged cab structure
Cracked or broken glass
Damaged or missing mirrors
Worn or broken windshield wiper arm or wiper blade
4.2 Inspect Cab Interior for:
Excessive dirt in cab air filter
Proper function of seat and seat belt
Wear or damage to seat belt
Seat belt replacement date
Proper function of door and latches
Worn or broken window latches or slides
Damaged or inoperable gauges and controls
4.3 Inspect Pre-cleaner and Air Cleaner for:
Dirt and/or debris in the air pre-cleaner
Loose or damaged hose clamps on the air inlet tube
4.4 Inspect Upper Radiator, Air Inlet, Oil Cooler, and Aftercooler Lines for:
Rubbing, cracked, or damaged hoses
Loose or damaged hose clamps
4.5 Inspect Radiator Cap:
If the radiator is cool, check the radiator cap gaskets for wear or damage
4.6 Inspect Water Pump for:
Coolant leaks around water pump mounting flange
Coolant leaks through the weep hole in the water pump housing
4.7 Inspect Fuel Lines and Fuel System Pump(s):
Check fuel priming pump, secondary fuel filter, and fuel injection pump for:
Damaged, rubbing, or worn fuel lines or hydraulic lines
Loose connections
4.8 Inspect Exhaust Manifold:
Black soot around the sealing surface where the exhaust manifold bolts to the engine block would indicate:
A loose connection at the cylinder head joint
Loose or broken manifold bolts
Check for cracks or other damage in the manifold housing
4.9 Inspect Turbocharger:
Black soot around the areas where the turbocharger bolts to the to the exhaust manifold or to the exhaust pipe would indicate:
A loose connection at the joint
Loose or broken mounting bolts
Check for oil leakage around the turbocharger oil line
Check for loose or damaged hose clamps on air inlet tube and compressor housing
4.1 Inspect Cylinder Head and Valve Cover for:
Oil and dust buildup around the valve cover sealing surface which would indicate:
A loose connection at the joint
Damaged gasket or seal
4.11 Inspect Belts, Pulleys, Compressor Clutch, and Fan Motor:
Check belt drives for:
Worn, cracked, or broken belts
Proper belt tension
Check for oil leaks around air condition compressor clutch
Check hydraulic fan drive motor and lines for leaks
4.12 Inspect Cooling Fan, Fan Guard, and Shroud for:
Loose, damaged, or missing bolts
Loose or damaged wire fan guard
Loose or damaged fan shroud
Damaged, cracked, or missing engine fan blades
4.13 Inspect Engine Wiring Harness for:
Loose or damaged wires, connectors, and sensors
4.14 Inspect Engine Mounts for:
Loose or damaged bolts
Cracked or damaged washer
Cracked or damaged mount brackets
Wear, damage, or cracking of upper and lower rubber support pads
There should be no metal-to-metal contact

5. Implement/Attachment Inspections:

5.1 Inspect Lift Cylinder for:


Oil leaks indicated by dirt or oil buildup around the cylinder lip seal
Oil leaks at hose connections
Damage to cylinder rods
Damage or wear to linkage pins
Refer to Linkage Pin Inspection Guidelines for inspection procedure
5.2 Inspect Area where Lift Arm attaches to frame:
Check lift arms for:
Structural damage or cracks around welded joints
Check pin joints for
Damage or wear to pins/bores
Loose, damaged, or missing retainer bolts
Oil leaks indicated by dirt or oil buildup around the lip seals
5.3 Inspect Tilt Cylinder for:
Oil leaks indicated by dirt or oil buildup around the cylinder lip seal
Oil leaks at hose connections
Damage to cylinder rods
Loose, damaged, or worn pin joints
Refer to Linkage Pin Inspection Guidelines for inspection procedure
5.4 Inspect Area where Tilt Lever attaches to Lift Arm for:
Oil leaks indicated by dirt or oil buildup around the cylinder pin joint lip seals
Loose, damaged, or worn pin joints
Refer to Linkage Pin Inspection Guidelines for inspection procedure
Loose, damaged, or missing retainer bolts
5.5 Inspect Bucket Linkage for:
Loose or broken flange mounting bolt
Elongated bolt hole in flange (the hole located behind pin retaining bolt)
Loose or missing pin retainer bolts
Irregular-shaped pin bores
5.6 Inspect Bucket Wear Plates for:
Excessive wear
5.7 Inspect Bucket Side Cutters for:
Excessive wear
Loose, damaged, or missing bolts
5.8 Inspect Bucket Edges, Tips, and Adapters:
Check base edges for:
Cracks beside adapters and corner welds
Cracks on top and bottom of rear weld
Check for excessive wear on the bucket tips
Tips worn through on the bottom or cracked in the pocket area should be replaced
Check for damage to the bucket tip adapters
Badly worn bottom straps that are worn into bottom cavity should be replaced
Check for damaged or missing retainer pins
Tap lightly on each pin; replace pin if it moves easily
Performance Checks for Wheel Loaders
Status assessment ü- Normal M - Monitor A - Action Blank – Not Applicable

1. Performance Checks
1.1 Hydraulc Performance Checks
Status Description Units Observed Specified (+)Tol (-)Tol Comments
1.1.1 1.1.1 Implement Cycle Time - Check

Lift Raise

Lift Lower

Float

Tilt Back

Dump

1.1.2 1.1.2 Lift & Tilt Cylinder Drift - Check Units Observed Oil Temperature Ranges

Oil Temperature ??° to ??° ??° to ??° ??° to ??°

Units Observed Maximum Allowable Minimun Allowable Minimun Allowable Minimun Allowable
Movement Time (sec) Time (sec) Time (sec)

Lift Cylinder

Tilt Cylinder
1.2 Brake Performance Checks
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
1.2.1 Brake Accumulator - Test (Test from OMM)

1.2.2 Parking Brake - Test (Test from OMM)


1.3 Steering Performance Checks
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
1.3.1 1.3.1 Command Control Steering Steering Time - Check

Left Steering Time (High Idle)

Right Steering Time (High Idle)

Left Steering Time (Low Idle)

Right Steering Time (Low Idle)

Left/Right Time Difference (Max)

1.3.2 1.3.2 HMU Steering Time - Check

Left Steering Time (High Idle)

Right Steering Time (High Idle)

Left Steering Time (Low Idle)

Right Steering Time (Low Idle)

Left/Right Time Difference (Max)