TA2 English - Wheeled Excavator

TA-2 Visual & Technical Inspection for Wheeled 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 wheeled excavator is:
Visual Inspection for Wheeled Excavators
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 1.4 Download machine fault codes
Logged Codes
Active 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
1.8
1.9
1.10
Item No. Additional Comments

2. Ground Level Inspection
2.1 Tires and rims
2.2 Final drives and wheel hubs
2.3 Front and rear axle housings and differentials
2.4 Front axle oscillating pin and bearings
2.5 Front and rear drive shafts
2.6 Drive shaft support bearing
2.7 Transmission
2.8 Travel motor & brake valve
2.9 Tie Rods
2.10 Steering cylinder
2.11 Front and rear stabilizers
2.12 Front and rear stabilizer cylinders
2.13
2.14
2.15
Item No. Additional Comment

3. Middle Level Inspection
3.1 Cab exterior
3.2 Steps & handrails
3.3 Work lights
3.4 Air Cleaner and air filter service indicator
3.5 Batteries and cables
3.6 Condenser & aftercooler
3.7 Condenser & aftercooler lines
3.8 Lower radiator hoses
3.9 Aftercooler / condenser fan guard & fan
3.10 Pulleys, belts & compressor clutch
3.11 Alternator and air conditioning compressor
3.12 Water Pump
3.13 Turbocharger
3.14 Exhaust Manifold
3.15 Engine oil filter bases and filters
3.16 Fuel filter bases, fuel filters, & water separator
3.17 Fuel priming pump and fuel lines
3.18 Engine oil pan
3.19 Engine wiring harness
3.20 Engine Mounts
3.21 Exhaust tube & muffler
3.22 Hydraulic pump compartment
3.23 Counterweight
3.24 Refueling pump & lines (If equipped)
3.25
3.26

4. Upper-Level Inspection
4.1 Cab Interior
4.2 Backup alarm
4.3 Indicators and gauges
4.4 Seat and seat belts
4.5 Hood & platform

Hydraulic cab riser linkages, linkage pins & bearings
4.6
(If equipped)
4.7 Hydraulic cab riser cylinders (If equipped)
4.8 Fuel tank, cap & strainer
4.9 Hydraulic tank
4.10 Radiator/ oil cooler fan guard & fan
4.11 Radiator and oil cooler
4.12 Radiator and oil cooler lines
4.13 Main hydraulic control valve
4.14 Hydraulic lines & couplings
4.15 Swing drive compartment
4.16 Swing drive motor
4.17 Swing drive
4.18 Swivel
4.19 Fuel pump & fuel lines
4.20 Cylinder head & valve cover
4.21 Radiator cap
4.22 ROPS
4.23
4.24
4.25

5. Implement/Attachment Inspection
5.1 Area where boom attaches to main frame
5.2 Boom, boom pins, and bearings
5.3 Boom cylinders
5.4 Stub boom (If equipped)
5.5 Stub boom cylinder (If equipped)
5.6 Fore boom (If equipped)
5.7 Fore boom cylinder (If equipped)
5.8 Area where boom attaches to stick
5.9 Stick, stick pins, and bearings
5.10 Stick cylinder
5.11 Bucket cylinder
5.12 Bucket linkage
5.13 Bucket wear plates
5.14 Side cutters
5.15 Tips & adapters
5.16 Blade cylinder
5.17 Blade linkage
5.18 Blade
5.19
2.20
5.21
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
r Wheeled Excavators
Blank – Not Applicable
1. Prepare Machine Inspection

Comments
2. Ground Level Inspection
Comments
3. Middle Level Inspection
Comments
4. Upper-Level Inspection
Comments
5. Implement/Attachment Inspection
Comments
6. Site Conditions
Other Remarks
Technical Inspection for Wheeled Excavators
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 Specified (+)Tol (-)Tol Comments
1.2.1 1.2.1 Engine Speed - Check
Low Idle (AEC Switch Off)
Low Idle (AEC Switch On)
High Idle (No Load)
1.2.2 1.2.2 Pump Stall (Test from T&A Hydraulic System)
Boost Pressure
Engine Speed - (Full Load)
1.2.3 1.2.3 Fuel System Pressure - Test
Fuel Pressure at Low Idle
Fuel Pressure at High Idle

1.3 Lubrication System
1.3.1 1.3.1 Engine Oil Pressure - Test
Oil Pressure at Low Idle
Oil Pressure at High Idle

1.4 Basic Engine
1.4.1 Cylinder Cutout Test
1.4.2 Engine Crankcase Pressure (Blowby) - Test

1.5 Air Inlet and Exhaust System
*Status Description Comments
1.5.1 Exhaust Temperature - Test (Measure at Each Cylinder) Units Cyl Observed Cyl Observed
Observed #1 #2
#2 #3 #4
#4 #5 #6
1.6 Miscellaneous Engine
1.6.1
1.6.2
1.6.3
2. Performance Checks
2.1 Hydraulic Performance Checks
2.1.1 Service Brake - Check
2.1.2 Brake Accumulator Low - Check
2.1.3 2.1.3 Swing Speed and Overswing on Level Ground - Check
Swing Speed (Right Swing)
Swing Speed (Left Swing)
2.1.4 2.1.4 Cylinder Drift - Check (Loaded Bucket)
Weight of Bucket Load
Boom Cylinder
Stick Cylinder
Bucket Cylinder
VA Boom Cylinder
2.1.5 Cylinder Speed - Check (Empty Bucket)
Boom Extension
Boom Retraction
Stick Extension
Stick Retraction
Bucket Extension
Bucket Retraction
VA Boom Extension
VA Boom Retraction
Left Front Stabilizer Extension
Left Front Stabilizer Retraction
Right Front Stabilizer Extension
Right Front Stabilizer Retraction
Left Rear Stabilizer Extension
Left Rear Stabilizer Retraction
Right Rear Stabilizer Extension
Right Rear Stabilizer Retraction

3. Hydraulic System
3.1 Pilot System
3.1.1 Relief Valve (Pilot) - Test
3.1.2 Accumulator (Pilot) - Test

3.2 Main Control Valve
3.2.1 3.2.1 Pump System
Low Pressure Standby - Test
Low Pressure Standby - TestMargin Pressure - Test Margin Pressure = Main Pump Pressure - Load Sensing Pressure
Load Sensing Signal Pressure
Main Pump Pressure
Proportional Reducing Valve (No Load) - Test
Destroke Pressure - Test
3.2.2 3.2.2 Relief Valve (Line) - Test
Boom Extension
Stick Extension
Stick Retraction
Bucket Extension
Bucket Retraction
VA Boom Extension
VA Boom Retraction
3.2.3 Relief Valve (Signal Limiter) - Test

3.3 Implement System
3.3.1 Control Valve (Boom Lowering) - Test
3.3.2 Pressure Switch (Boom Overload Warning) - Test
3.3.3 Control Valve (Stick Lowering) - Test

3.4 Swing System
3.4.1 3.4.1 Swing Pump Control (Mechanical Zero) - Test
Swing Left Pressure
Swing Right Pressure
3.4.2 3.4.2 Relief Valve (Swing Charge Pressure) - Test
Relief Valve (Right Swing)
Relief Valve (Left Swing)

3.4.3 3.4.3 Swing Valve (Cutoff Pressure) - Test
Relief Valve (Right Swing)
Relief Valve (Left Swing)
3.4.4 Swing Pump (Proportional Relief Valve) - Test
3.4.5 Swing Brake Pressure -Test

3.5 Travel System
3.5.1 3.5.1 Travel Motor (Stall Pressure)
Forward
Reverse
3.5.2 3.5.2 Travel Motor (Drive Shaft Speed) Ground Speed Drive Shaft Speed
Observed Specified Observed Specified
First Gear - Forward (Creeper Speed)
First Gear - Reverse (Creeper Speed)
First Gear - Forward
First Gear - Reverse
Second Gear - Forward
Second Gear - Reverse

3.5.3 3.5.3 Relief Valve (Travel Motor) - Test
Forward
Reverse
3.5.4 3.5.4 Transmission (Shift Pressure)
Pilot Pressure
Pilot Pressure Transmission in Second Gear
Second Gear Shift Pressure
First Gear Shift Pressure
First Gear Shift Pressu Transmission in First Gear
Second Gear Shift Pressure
First Gear Shift Pressure
3.5.5 Transmission (Parking Brake Pressure)

3.6 Steering & Brake System
3.6.1 3.6.1 Accumulator (Wheel Brake Charge Pressure)
Cut out Pressure (engine on)
Accumulator Precharge pressure
Low Brake Oil Pressure Indicator (on)
Number of Brake applications
3.6.2 3.6.2 Brake Disc (Wear) - Measure
Right Front Brake
Left Front Brake
Right Rear Brake
Left Rear Brake
3.6.3 Relief Valve (Steering) -Test

3.7 Hydraulic Fan System
3.7.1 3.7.1 Hydraulic Fan (If Equipped)
Fan Speed (Minimum)
Fan Speed (Upper Limit)

3.8 Work Tools System
3.8.1 Relief Valve (Pilot) - Medium Pressure -Test
3.8.2 Relief Valve (Medium Pressure Function) - Test
3.8.3 3.8.3 Line Relief Valve (Medium Pressure) - Test
Secondary Line Relief Valve
Primary Line Relief Valve

3.9 Miscellaneous Hydraulic
3.9.1
3.9.2
3.9.3
4. Electrical System
4.1 Electrical System
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 Electric
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 Transmission Oil Sample
5.1.5 Front Axle Oil Sample
5.1.6 Rear Axle Oil Sample
5.1.7 Left Front Final Drive Oil Sample
5.1.8 Right Front Final Drive Oil Sample
5.1.9 Left Rear Final Drive Oil Sample
5.1.10 Right Rear Final Drive Oil Sample

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TA-2 Visual & Technical Inspection for Wheeled Excavators

SMCS - Job Code - 540 Component Code - 753T

Cat dealer Customer

Serial Number : Inspector : Temperature :

Status of the Machine

1. Prepare Machine Inspection

1.2 Prepare the machine for the inspection

1.3 Perform safety/preparatory inspection

1.4 1.4 Download machine fault codes

1.5 1.5 Check Product Link

Is machine equipped with PL?

1.6 Observe engine exhaust colors

1.7 Listen for unusual noises

Item No. Additional Comments

2.2 Final drives and wheel hubs

2.3 Front and rear axle housings and differentials

2.4 Front axle oscillating pin and bearings

2.5 Front and rear drive shafts

2.6 Drive shaft support bearing

2.8 Travel motor & brake valve

2.9 Tie Rods

2.10 Steering cylinder

2.11 Front and rear stabilizers

2.12 Front and rear stabilizer cylinders

Item No. Additional Comment

3.2 Steps & handrails

3.3 Work lights

3.4 Air Cleaner and air filter service indicator

3.5 Batteries and cables

3.6 Condenser & aftercooler

3.7 Condenser & aftercooler lines

3.8 Lower radiator hoses

3.9 Aftercooler / condenser fan guard & fan

3.10 Pulleys, belts & compressor clutch

3.11 Alternator and air conditioning compressor

3.12 Water Pump

3.14 Exhaust Manifold

3.15 Engine oil filter bases and filters

3.16 Fuel filter bases, fuel filters, & water separator

3.17 Fuel priming pump and fuel lines

3.18 Engine oil pan

3.19 Engine wiring harness

3.20 Engine Mounts

3.21 Exhaust tube & muffler

3.22 Hydraulic pump compartment

3.24 Refueling pump & lines (If equipped)

Item No. Additional Comment

4.2 Backup alarm

4.3 Indicators and gauges

4.4 Seat and seat belts

4.5 Hood & platform

4.8 Fuel tank, cap & strainer

4.9 Hydraulic tank

4.10 Radiator/ oil cooler fan guard & fan

4.11 Radiator and oil cooler

4.12 Radiator and oil cooler lines

4.13 Main hydraulic control valve

4.14 Hydraulic lines & couplings

4.15 Swing drive compartment