TA-2 Visual & Technical Inspection for Hydraulic Excavators

SMCS - Job Code - 540 Component Code - 753T

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 excavator is:
 Visual Inspection for Hydraulic Excavators
Status assessment ü– Normal M – Monitor A – Action Blank – Not Applicable

1. Inspection Preparation
# Status Description Comments
1.1 Check with customer for operator complaints

1.2 Perform machine inspection preparation

1.3 Download Product Status Report

1.4 1.4 Check Product Link

Is machine equipped with Product Link?

Is Product Link registered?

Is Product Link reporting to Vision Link?

1.5 Observe engine exhaust colors

1.6 Listen for unusual noises

1.7 Lockout / Tagout Machine

1.8

1.9

Item No. Additional Comments

 2. Lower Level Inspection
# Status Description Comments
2.1 Final drive & sprocket

2.2 Travel Motor & brake valve

2.3 Track adjuster

2.4 Carrier rollers

2.5 Track rollers

2.6 Front idlers

2.7 Track guides

2.8 Track shoes

2.9 Track links, pins & bushings

2.10 Track roller frame & carbody

2.11 Engine Oil Pan

2.12

2.13

Item No. Additional Comments

 3. Middle Level Inspection
# Status Description Comments
3.1 Cab exterior

3.2 Cab interior

3.3 Steps & handrails

3.4 Work lights

3.5 Air cleaner

3.6 Batteries and battery cables

3.7 Radiator, oil cooler, condenser & aftercooler

3.8 Lower radiator & oil cooler hoses

3.9 Counterweight

3.10 Hydraulic pump compartment

3.11 Swing drive gear

3.12

3.13

3.14

Item No. Additional Comments

 4. Upper-Level Inspection
# Status Description Comments
4.1 Hood & platform

4.2 Exhaust manifold

4.3 Turbocharger

4.4 Cylinder head & valve cover

4.5 Engine mounts

4.6 Pulleys, belts & compressor clutch

4.7 Fan guard & fan

4.8 Upper radiator, air inlet, oil cooler & after cooler lines

4.9 Radiator/oil cooler screen

4.10 Water pump

4.11 Radiator cap

Fuel priming pump, secondary fuel filter & fuel injection
4.12
pump
4.13 Engine wiring harness

4.14 Swing drive compartment

4.15 Swing drive

4.16 Main hydraulic control valve

4.17

4.18

4.19

Item No. Additional Comments

 5. Implement/Attachment Inspection
# Status Description Comments
5.1 Area around boom cylinders & swivel

5.2 Lower boom area

5.3 Boom cylinder

5.4 Area where boom attaches to stick

5.5 Stick cylinder

5.6 Bucket cylinder

5.7 Bucket linkage

5.8 Bucket wear plates

5.9 Side cutters

5.10 Tips & adapters

5.11

5.12

5.13

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 Remarks
 Technical Inspection for Hydraulic Excavator
Status assessment ü- Normal M - Monitor A - Action Blank – Not Applicable / Not Performed (Add reason in comments)

1. Engine
1.1Cooling System
Status Description Units Observed Specified (+)Tol (-)Tol Comments
1.1.1 Radiator Pressure Relief (Radiator Cap)
1.1.2
1.1.2 Test Engine Coolant

Check Freezing Point of Engine Coolant

Test Engine Coolant Conditioner

1.1.3 Check Belt Tension

1.1.4 Engine Coolant Temperature

1.1.5
1.1.5 Radiator Temperature Drop

Upper Tank Temperature

Lower Tank Temperature

1.2 Fuel System
Status Description Units Observed New Rebuild Service Comments
Limit
rpm ± tol min / max
1.2.1
1.2.1 Engine Speed - Check

No Load Low Idle

Record rpm three seconds after engine speed dial was placed at position
No Load High Idle - (AEC switch in OFF Position)
"10"
Record rpm within three seconds after engine speed dial was placed at
No Load High Idle - (AEC switch in OFF Position)
position "10"

No Load High Idle - (AEC switch in ON position)

Maximum Speed with Load - (Pump stall condition)

Status Description Units Observed Specified (+)Tol (-)Tol Comments

1.2.2
1.2.2 Fuel System Pressure - Test

Fuel Pressure at Low Idle

Fuel Pressure at High Idle

1.3 Lubrication System
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
1.3.1
1.3.1 Engine Oil Pressure - Test

Oil Pressure at Low Idle

Oil Pressure at High Idle

1.4 Basic Engine
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
1.4.1 Cylinder Cutout Test

1.4.2 Engine Crankcase Pressure (Blowby) - Test

1.5 Air Inlet and Exhaust System
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
1.5.1 Inlet Manifold Pressure - Test (Adjusted Boost Pressure from TMI)

1.5.2 Exhaust Temperature - Test (Measure at Each Cylinder) Units Cyl Observed Cyl Observed
Observed #1 #2

#2 #3 #4

#4 #5 #6

#6 #7 #8
1.6 Miscellaneous Engine
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
1.6.1

1.6.2

1.6.3

2. Performance Checks
2.1 Hydraulic Performance Checks
Status Description Units Observed New Rebuild Service Comments
Limit
2.1.1 2.1.1 Travel on Level Ground

Travel on Level Ground Travel Speed - Check

Travel Distance

High Forward

High Reverse

Low Forward

Low Reverse

Low Reverse Travel Deviation - Check

High Forward

High Reverse

Low Forward

Low Reverse

2.1.2 2.1.2 Travel on Level Ground - Test (Optional Test)

Travel Speed (Right Track) - Check (With each track
raised)
High-Forward

High Reverse

Low Forward

Low Reverse
 *Status Description Units Observed New Rebuild Service Comments
Limit
Comments
Travel Speed (Left Track) - Check (With each track
raised)
High Forward

High Reverse

Low Forward

Low Reverse

2.1.3 Machine Drift on a Slope - Check

2.1.4 2.1.4 Swing Speed and Overswing on Level Ground - Check

Swing Speed (Right Swing)

Swing Speed (Left Swing)

Over Swing (Right Swing)

Over Swing (Left Swing)

2.1.5 2.1.5 Swing Speed and Swing Drift on a Slope -Check

Swing Speed (Right Swing)

Swing Speed (Left Swing)

Swing Drift (Right Swing)

Swing Drift (Left Swing)

2.1.6 2.1.6 Cylinder Drift - Check (Loaded Bucket)

Weight of Bucket Load

Boom Cylinder

Stick Cylinder

Bucket Cylinder

2.1.7 2.1.7 Cylinder Drift - Check (Empty Bucket)

Boom Cylinder

Stick Cylinder

Bucket Cylinder

2.1.8 2.1.8 Cylinder Speed - Check

Boom Extension

Boom Retraction

Stick Extension

Stick Retraction

Bucket Extension

Bucket Retraction
 3. Hydraulic System
3.1 Pilot System
Status Description Units Observed Specified (+)Tol (-)Tol Comments
3.1.1 Relief Valve (Pilot) - Test and Adjust

3.1.2 Accumulator (Pilot) - Test

3.2 Main Control Valve
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
3.2.1 3.2.1 Relief Valve (Main) - Test and Adjust

Pump 1

Pump 2

Boom Extension

Stick Extension

Stick Retraction

Bucket Extension

Bucket Retraction

3.2.2 Relief Valve (Main) - Test and Adjust (Heavy Lift)

3.3 Swing System
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
3.3.1 3.3.1 Relief Valve (Swing) - Test and Adjust

Relief Valve (Right Swing)

Relief Valve (Left Swing)

3.3.2 3.3.2 Swing Bearing Movement - Measure

Vertical Movement of Swing Bearing

3.4 Travel System
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
3.4.1 3.4.1 Relief Valve (Crossover) - Test and Adjust

Power Shift Pressure (Fixed) - Set

Crossover Relief Valve (Forward Left Travel)

Crossover Relief Valve (Reverse Left Travel)

Crossover Relief Valve (Forward Right Travel)

Crossover Relief Valve (Reverse Right Travel)

3.5 Hydraulic Fan System
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
3.5.1 3.5.1 Hydraulic Fan (If Equipped)

Fan Speed (Minimum)

Fan Speed (Upper Limit)

3.6 Miscellaneous Hydraulic
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
3.6.1

3.6.2

3.6.3

4. Electrical System
4.1 Electrical System
Status Description Units Observed Specified (+)Tol (-)Tol Comments
4.1.1 4.1.1 Battery Voltage

Engine Stopped

Low Idle

High Idle

4.1.2 Inspect Battery Cables

4.1.3 Starter Draw Test

4.2 Miscellaneous Electrical
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
4.2.1

4.2.2

4.2.3

5. S.O.S.
5.1 S·O·S Sampling
Status Description Obtain Comments
5.1.1 Engine Oil Sample

5.1.2 Engine Coolant Sample (Level II)

5.1.3 Hydraulic Oil Sample

5.1.4 Right Final Drive Oil Sample

5.1.5 Left Final Drive Oil Sample

5.1.6 Swing Drive Oil Sample