Equipment training
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How do you organize training for mechanical equipment in the chemical industry? What types of training do you mainly provide?
Training materials on mechanical equipment management: To meet the requirements of standardized management at railway construction sites as well as the framework team management model, the mechanical equipment brought by collaborating teams is also included in the management of the company’s own equipment and allocated machinery. This is managed through a leasing arrangement with the company’s machinery leasing center； In accordance with a company’s requirements for machinery leasing management, all mechanical equipment to be leased out by project departments must be handled through cooperation between the lessor and the company’s machinery leasing center; it is then the machinery leasing center that enters into a unified machinery leasing contract with the project department. All machinery rental contracts signed by the branches must be filed with the management department. In accordance with the responsibilities and management authorities stipulated in the relevant rules and regulations of the superior authorities, and taking into account the actual management approach of this project, a corresponding \"Mechanical Equipment Management Method\" has been formulated and issued to various branches and construction teams in the form of an official document. II. Plan for the Provision of Mechanical Equipment, as well as Management of Its Allocation and Rental 1. The Equipment Department prepares a corresponding plan for the provision of construction mechanical equipment, based on the requirements outlined in the practical construction organization design prepared by the Engineering Department of this branch. This plan should specify the name, specifications, quantity of the mechanical equipment, the planned time of arrival at the site, the estimated period of use, and the method of provision (either through allocation by the company, rental, or provision by external labor teams). Once signed by the manager of this branch, the plan is submitted to the management office or the affiliated subsidiary/company for approval before the equipment can be provided. If any changes occur during the construction process, they must be reported promptly; only after approval can corresponding adjustments be made. Construction Machinery and Equipment Allocation Plan
Filled out by:
Serial Number | Name of Machinery and Equipment | Specifications | Model | Quantity (units) | Planned arrival date | Estimated usage period | Allocation method
Responsible supervisor: | Reviewer: | Person who filled out the form: | Year Month Day
2. Management of Machinery and Equipment Allocation and Rental
Based on the approved machinery and equipment allocation plan, organize and arrange for the delivery of such equipment to the site. Before the mechanical equipment arrives at the site, a mechanical management officer must inspect the equipment that is to be leased (if necessary, on-site) to determine whether its condition meets the requirements for use. Once both parties have confirmed the technical condition of the equipment, an internal mechanical leasing contract is signed with the equipment’s owner (usually the company’s machinery leasing department) ； When a branch leases mechanical equipment from external parties on its own, it is also necessary to first assess the condition of the equipment before signing a lease agreement (in principle, all equipment leasing by branches must be handled through the company’s machinery leasing department) ； The machinery leasing contract should specify the rights, obligations, and responsibilities of both parties by the entity that owns the equipment, define the specific tasks related to the management, use, maintenance, and repair of the equipment, and outline the safety responsibilities of each party ； The lease agreement includes details such as the name of the equipment, its specifications and model, the start and end dates, the location of use, the rental rate, damage compensation, round-trip shipping costs, the settlement method, and penalties for breach of contract. All machinery rental contracts for the branch offices must be pre-approved through the established procedure, and once signed, they must be reported to the management office. III. Arrival of mechanical equipment and daily management after arrival 1. Verification upon arrival of mechanical equipment To ensure the proper operation of mechanical equipment, maintain production capacity throughout the process, and meet construction quality requirements, it is necessary to examine the technical condition, compliance, and relevant certification documents of such equipment upon its arrival (the equipment’s factory certification, annual inspection reports for special machinery, and operators’ qualification certificates must all be valid). Technical performance also needs to be verified, and a “Mechanical Equipment Verification and Handover Form” must be filled out. Only equipment that passes these checks can be put into use; otherwise, it must be corrected within a specified time frame or replaced with equipment that meets the requirements. Contents of verification for mechanical condition and technical condition: engine aerodynamic and operational performance, transmission system, various instruments, water and oil temperatures and pressures, automation and steering systems, handling performance, basic components, leaks of water, oil, gas, and electricity, safety protection devices, parts and accessories, etc. Only machinery whose technical condition meets Class 1 or Class 2 standards can be considered to have passed the verification. Equipment compliance verification: Whether the equipment name, specifications and models, accessories, tooling, and technical parameters meet the specified requirements. Compliance certificate verification: Check whether the product’s factory compliance certificate, installation and acceptance inspection certificates, safety inspection certificates, annual inspection reports for special machinery, and operators’ qualification certificates are complete and within their valid periods. Technical performance verification: parameters such as the equipment’s lifting capacity, lifting height, excavation diameter, and drilling diameter (depth). Mechanical Equipment Verification and Handover Form, Number: QR10—1
Machine Name, Specifications, Brand, Management Number
I. Verification of the machine’s condition and technical status
II. Verification of the equipment’s compliance
III. Verification of relevant certification documents
IV. Verification of technical performance
V. Items requiring additional installation, modification, or special repairs
VI. Evaluation results
Person in charge of handing over the equipment:
Person responsible for verification upon receipt:
Date: Year Month Day
2. For mechanical equipment that passes the verification process, operating procedures shall be established and made available based on the principles of equipment use as well as the equipment’s user manual, taking into account natural conditions at the construction site such as temperature, terrain, and road conditions. These procedures should specify the basic rules for using the mechanical equipment, regulations for use in winter, rules regarding the use of oil and water, as well as safety guidelines. Additionally, the mechanical equipment should be labeled in accordance with the format specified in the “Mechanical Equipment Signage” guidelines outlined in the “Safety and Civilization Standards for Railway Construction Projects”. The appearance of the equipment should be kept tidy; where possible, the equipment should be parked in a organized manner under centralized management. It is also necessary to maintain records of the arrival and departure of major mechanical equipment, as well as records of special mechanical equipment (using the same forms as those for major mechanical equipment), along with a list of operators for the mechanical equipment. Register for the Arrival and Departure of Major Mechanical Equipment
Submitting unit:
Serial number, Management code, Equipment name, Specification model, Quantity (units), Manufacturer, Technical condition, Source of the equipment, Time of arrival, Site location, Time of departure
Responsible supervisor: Reviewer: Person who filled in the form: Date
List of Mechanical Equipment Operators
Submitting unit:
Serial number, Management code, Name of machinery, Operator, Certification status, Certificate number, Remarks
Responsible supervisor: Reviewer: Person who filled in the form: Date
3. Daily Operation, Maintenance, and Repair of Mechanical Equipment
The repair of mechanical equipment includes major repairs, partial repairs, minor repairs, and special repairs. These repairs are usually carried out by professionals and operators assigned by the entity that owns the equipment. The construction team should arrange the necessary time for repairs so as not to disrupt construction activities. Therefore, it is necessary to base maintenance plans on the actual operating conditions recorded in the “Mechanical Equipment Operation Shift Handover Form.” Monthly, written “Mechanical Maintenance Orders” or maintenance plans should be issued to ensure that the equipment owners assign professionals and operators to carry out proper maintenance, keeping the equipment in good condition—neat, clean, lubricated, and safe. The status of maintenance should be recorded in the “Mechanical Equipment Operation Shift Handover Form.” The mechanical management staff responsible for the project must inspect and verify the quality of maintenance work on the construction machinery, and fill out the “Mechanical Maintenance Order” along with the “Acceptance Form for Construction Machinery, Vehicles, and Repair Equipment.” Mechanical Shift Handover (Operation) Record Number: QR10—3 Machine Name: Management Number: Shift Item Hours of operation in this shift Total hours of operation for this machine Output for this shift Technical condition Engine Chassis Hydraulic system Others Maintenance tasks carried out in this shift Consumption of oils and spare parts Tools and accessories included Driver handing over the shift Driver taking over the shift Shift supervisor: Date Year Month Day Mechanical Maintenance Order Employee ID: Number: QR10—2 Machine Name Specifications Brand Management Number Maintenance tasks: 1. Engine: 2. Transmission system: 3. Various instruments, water and oil temperature and pressure: 4. Braking and steering systems: 5. Operating system: 6. Foundation components, parts, accessories, tools and appearance: 7. Others: Maintenance status: This machine was maintained on Date Year Month Day, and the maintenance was verified on Date Year Month Day. Maintainer: Date: Year Month Day Inspector: Date: Year Month Day Inspection Form for Completed Repair of Construction Machinery, Vehicles, and Repair Equipment Number: QR10—4 Name of Machinery Repair Management Code Start Date Specification Model Completion Date Manufacturer Actual Working Hours Order Number Actual Cost Additional repair documents: 1. Disassembly inspection records 2. Repair records for major components 3. Records of assembly performance tests Information on attached parts and accessories Test run and inspection details: 1. No-load operation records 2. Loaded operation records This machinery was approved for acceptance on Date: Year Month Day, and the handover was completed on Date: Year Month Day. Representative of the repairing party: Representative of the receiving party: Quality inspector: 4. Settlement of rental costs for construction machinery and economic analysis The department should keep track of all original data related to machine usage, such as working hours, days for which repairs are required, as well as data on fuel and spare parts consumption. At the end of each month, when settling the rental costs for construction machinery, the relevant expenses can be allocated in accordance with the terms of the contract. This also facilitates economic analysis of individual machines as well as of each team, providing comprehensive data support for analyzing the economic activities of the entire department. Correspondingly, ledgers for the consumption of fuel, lubricants, and spare parts for mechanical equipment, as well as a \"ledger for the settlement of mechanical equipment rental fees\", were established. Account Sheet for Settlement of Machinery Equipment Rental Fees
Filled out by:
Serial Number | Management Number | Name of Machinery | Specification Model | Rental Fee to be Settled (yuan) | Deductions (yuan) | Actual Rental Fee Paid (yuan) | Lessor
Monthly | Monthly | Total | Monthly | Monthly | Total | Monthly | Monthly | Monthly
Responsible Supervisor: Reviewer: Person in charge of preparing the sheet:
5. Daily Safety Management of Machinery Equipment and Operators
The machinery management staff in the Materials and Equipment Department are required, as part of their daily duties, to work together with the Safety and Quality Department sowie other departments to conduct regular inspections of machinery equipment and operators, as well as to provide ongoing safety training for these operators. Especially when replacing operators for leased mechanical equipment, it is necessary to verify the qualification documents of the new personnel thoroughly and provide them with pre-job training.
Filled out by:
Serial Number | Name of Machinery and Equipment | Specifications | Model | Quantity (units) | Planned arrival date | Estimated usage period | Allocation method
Responsible supervisor: | Reviewer: | Person who filled out the form: | Year Month Day
2. Management of Machinery and Equipment Allocation and Rental
Based on the approved machinery and equipment allocation plan, organize and arrange for the delivery of such equipment to the site. Before the mechanical equipment arrives at the site, a mechanical management officer must inspect the equipment that is to be leased (if necessary, on-site) to determine whether its condition meets the requirements for use. Once both parties have confirmed the technical condition of the equipment, an internal mechanical leasing contract is signed with the equipment’s owner (usually the company’s machinery leasing department) ； When a branch leases mechanical equipment from external parties on its own, it is also necessary to first assess the condition of the equipment before signing a lease agreement (in principle, all equipment leasing by branches must be handled through the company’s machinery leasing department) ； The machinery leasing contract should specify the rights, obligations, and responsibilities of both parties by the entity that owns the equipment, define the specific tasks related to the management, use, maintenance, and repair of the equipment, and outline the safety responsibilities of each party ； The lease agreement includes details such as the name of the equipment, its specifications and model, the start and end dates, the location of use, the rental rate, damage compensation, round-trip shipping costs, the settlement method, and penalties for breach of contract. All machinery rental contracts for the branch offices must be pre-approved through the established procedure, and once signed, they must be reported to the management office. III. Arrival of mechanical equipment and daily management after arrival 1. Verification upon arrival of mechanical equipment To ensure the proper operation of mechanical equipment, maintain production capacity throughout the process, and meet construction quality requirements, it is necessary to examine the technical condition, compliance, and relevant certification documents of such equipment upon its arrival (the equipment’s factory certification, annual inspection reports for special machinery, and operators’ qualification certificates must all be valid). Technical performance also needs to be verified, and a “Mechanical Equipment Verification and Handover Form” must be filled out. Only equipment that passes these checks can be put into use; otherwise, it must be corrected within a specified time frame or replaced with equipment that meets the requirements. Contents of verification for mechanical condition and technical condition: engine aerodynamic and operational performance, transmission system, various instruments, water and oil temperatures and pressures, automation and steering systems, handling performance, basic components, leaks of water, oil, gas, and electricity, safety protection devices, parts and accessories, etc. Only machinery whose technical condition meets Class 1 or Class 2 standards can be considered to have passed the verification. Equipment compliance verification: Whether the equipment name, specifications and models, accessories, tooling, and technical parameters meet the specified requirements. Compliance certificate verification: Check whether the product’s factory compliance certificate, installation and acceptance inspection certificates, safety inspection certificates, annual inspection reports for special machinery, and operators’ qualification certificates are complete and within their valid periods. Technical performance verification: parameters such as the equipment’s lifting capacity, lifting height, excavation diameter, and drilling diameter (depth). Mechanical Equipment Verification and Handover Form, Number: QR10—1
Machine Name, Specifications, Brand, Management Number
I. Verification of the machine’s condition and technical status
II. Verification of the equipment’s compliance
III. Verification of relevant certification documents
IV. Verification of technical performance
V. Items requiring additional installation, modification, or special repairs
VI. Evaluation results
Person in charge of handing over the equipment:
Person responsible for verification upon receipt:
Date: Year Month Day
2. For mechanical equipment that passes the verification process, operating procedures shall be established and made available based on the principles of equipment use as well as the equipment’s user manual, taking into account natural conditions at the construction site such as temperature, terrain, and road conditions. These procedures should specify the basic rules for using the mechanical equipment, regulations for use in winter, rules regarding the use of oil and water, as well as safety guidelines. Additionally, the mechanical equipment should be labeled in accordance with the format specified in the “Mechanical Equipment Signage” guidelines outlined in the “Safety and Civilization Standards for Railway Construction Projects”. The appearance of the equipment should be kept tidy; where possible, the equipment should be parked in a organized manner under centralized management. It is also necessary to maintain records of the arrival and departure of major mechanical equipment, as well as records of special mechanical equipment (using the same forms as those for major mechanical equipment), along with a list of operators for the mechanical equipment. Register for the Arrival and Departure of Major Mechanical Equipment
Submitting unit:
Serial number, Management code, Equipment name, Specification model, Quantity (units), Manufacturer, Technical condition, Source of the equipment, Time of arrival, Site location, Time of departure
Responsible supervisor: Reviewer: Person who filled in the form: Date
List of Mechanical Equipment Operators
Submitting unit:
Serial number, Management code, Name of machinery, Operator, Certification status, Certificate number, Remarks
Responsible supervisor: Reviewer: Person who filled in the form: Date
3. Daily Operation, Maintenance, and Repair of Mechanical Equipment
The repair of mechanical equipment includes major repairs, partial repairs, minor repairs, and special repairs. These repairs are usually carried out by professionals and operators assigned by the entity that owns the equipment. The construction team should arrange the necessary time for repairs so as not to disrupt construction activities. Therefore, it is necessary to base maintenance plans on the actual operating conditions recorded in the “Mechanical Equipment Operation Shift Handover Form.” Monthly, written “Mechanical Maintenance Orders” or maintenance plans should be issued to ensure that the equipment owners assign professionals and operators to carry out proper maintenance, keeping the equipment in good condition—neat, clean, lubricated, and safe. The status of maintenance should be recorded in the “Mechanical Equipment Operation Shift Handover Form.” The mechanical management staff responsible for the project must inspect and verify the quality of maintenance work on the construction machinery, and fill out the “Mechanical Maintenance Order” along with the “Acceptance Form for Construction Machinery, Vehicles, and Repair Equipment.” Mechanical Shift Handover (Operation) Record Number: QR10—3 Machine Name: Management Number: Shift Item Hours of operation in this shift Total hours of operation for this machine Output for this shift Technical condition Engine Chassis Hydraulic system Others Maintenance tasks carried out in this shift Consumption of oils and spare parts Tools and accessories included Driver handing over the shift Driver taking over the shift Shift supervisor: Date Year Month Day Mechanical Maintenance Order Employee ID: Number: QR10—2 Machine Name Specifications Brand Management Number Maintenance tasks: 1. Engine: 2. Transmission system: 3. Various instruments, water and oil temperature and pressure: 4. Braking and steering systems: 5. Operating system: 6. Foundation components, parts, accessories, tools and appearance: 7. Others: Maintenance status: This machine was maintained on Date Year Month Day, and the maintenance was verified on Date Year Month Day. Maintainer: Date: Year Month Day Inspector: Date: Year Month Day Inspection Form for Completed Repair of Construction Machinery, Vehicles, and Repair Equipment Number: QR10—4 Name of Machinery Repair Management Code Start Date Specification Model Completion Date Manufacturer Actual Working Hours Order Number Actual Cost Additional repair documents: 1. Disassembly inspection records 2. Repair records for major components 3. Records of assembly performance tests Information on attached parts and accessories Test run and inspection details: 1. No-load operation records 2. Loaded operation records This machinery was approved for acceptance on Date: Year Month Day, and the handover was completed on Date: Year Month Day. Representative of the repairing party: Representative of the receiving party: Quality inspector: 4. Settlement of rental costs for construction machinery and economic analysis The department should keep track of all original data related to machine usage, such as working hours, days for which repairs are required, as well as data on fuel and spare parts consumption. At the end of each month, when settling the rental costs for construction machinery, the relevant expenses can be allocated in accordance with the terms of the contract. This also facilitates economic analysis of individual machines as well as of each team, providing comprehensive data support for analyzing the economic activities of the entire department. Correspondingly, ledgers for the consumption of fuel, lubricants, and spare parts for mechanical equipment, as well as a \"ledger for the settlement of mechanical equipment rental fees\", were established. Account Sheet for Settlement of Machinery Equipment Rental Fees
Filled out by:
Serial Number | Management Number | Name of Machinery | Specification Model | Rental Fee to be Settled (yuan) | Deductions (yuan) | Actual Rental Fee Paid (yuan) | Lessor
Monthly | Monthly | Total | Monthly | Monthly | Total | Monthly | Monthly | Monthly
Responsible Supervisor: Reviewer: Person in charge of preparing the sheet:
5. Daily Safety Management of Machinery Equipment and Operators
The machinery management staff in the Materials and Equipment Department are required, as part of their daily duties, to work together with the Safety and Quality Department sowie other departments to conduct regular inspections of machinery equipment and operators, as well as to provide ongoing safety training for these operators. Especially when replacing operators for leased mechanical equipment, it is necessary to verify the qualification documents of the new personnel thoroughly and provide them with pre-job training.
I thought there were materials that could be shared
The second floor explained it in great detail; I learned something from it.
This post was last edited by qwl on 2016-12-18 at 13:23. This is just basic device management. The main focus is on training in later stages, operation, and continuous improvement management.