Competency-Based Learning Materials

Common Competency
Observe Procedures, Specifications and
Manuals of Instruction
 Competency-Based Learning Material

Observe Procedures, Specifications and

Manuals of Instruction
Printed by:
Carwill Construction Inc. Technical School
Technical Education and Skills Development Authority

October 2021

All rights reserved

These Competency-Based Learning
Materials are properties of the
Carwill Construction Incorporated
Technical School encourages the
use of the CBLMs contain herein for
education and training purposes
with appropriate credit given to
CCITS. Duplication and/or use of
the CBLMs for commercial
purposes require prior written
approval from the authors.

For further information, please

contact

The AC Manager
Carwill Construction Inc. Technical
School
Tibungco,Davao City
Tel. no. (082)285-2758
E-mail Add:
[email protected]
 COMPETENCY BASED LEARNING
MATERIAL

Sector: CONSTRUCTION

Qualification Title: HYDRAULIC EXCAVATOR NC II

Unit of Competency: Observe Procedures, Specifications and

Manual of Instruction

Module Title: Observing Procedures, Specifications and

Manual of Instruction

Carwill Construction Inc. Technical School

Tibungco, Davao City
 ACKNOWLEDGEMENT

The Competency- Based Learning Materials on Observing Procedures,

Specifications and Manual of Instruction under Heavy Equipment Operation
(Hydraulic Excavator NC II) under the TESDA Training Regulations, could have
not been possible without the outsourced materials presented in the
Bibliography; and participation and support of the following who in the way or
another contributed in the development of the CBLMs, and to whom the CCITS
extends its sincerest gratitude:
Mr. Antonio Segura, AC Manager of CCITS, who supervised the initial
stage development of the materials.
The personnel of the AC and UPTRASS Department TESDA Region XI for
their unwavering assistance in organizing training programs, which serves as
the CCITS facilities in validating CBLMs.
The trainers, who researched, developed, and used the CBLMs during the
actual training.
The TESDA Regional Director for: 1) allowing their people to participate in
making the institution; and 2) for hosting the validation of assessment tools and
regional conduct of program: a) Regional Training Center-KORPHIL Davao.
Mr. Gaudencio C. Villaceran, General Manager, CCI, and TESDA Region
XI for motivating the CCITS to develop CBLMs in support of Competency-Based
Training implementation; and extending the much-needed technical guidance.
Engr. Willy T. Ho, Owner, CCI, for recognizing, believing, and trusting the
CCITS in the pursuits of its mandate.
Secretary Adonis F. Culas, Provincial Director, for supporting the cause of
the CCITS and inspiring its people to excel; and
Finally, we would like to thank God Almighty for giving us the strength
and the passion to serve as one family which enables us to deliver beyond
words.
TO GOD BE THE GLORY!

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page i of vii
Anthony P. Elemino
Observe Procedures, Revision
Specifications and #01
Manuals of
Instruction
HOW TO USE THIS COMPETENCY-BASED LEARNING MATERIAL

The unit of competency, “Observe Procedures, Specifications and Manual

of Instructions is one of the competencies of HYDRAULIC EXCAVATOR NCII, a
course which comprises the knowledge, skills, and attitudes required for a
TVET trainee to possess.
The module, Observing Procedures, Specifications and Manual of
Instruction, contains training materials and activities related to perform
adjustments or replacement for noted defects, perform basic preventive
maintenance servicing (PMS), and prepare equipment reports.
In this module, you are required to go through a series of learning
activities in order to complete each learning outcome. In each learning outcome
are Information Sheets, Self-checks, Operation Sheets, Task Sheets, and Job
Sheets. Follow and perform the activities on your own. If you have questions, do
not hesitate to ask for assistance from your facilitator.
Remember to:
 Read information sheet and complete the self-checks.
 Perform the Task Sheets, Operation Sheets, and Job Sheets until you are
confident that your outputs conform to the Performance Criteria
Checklists that follow the said work sheets.
 Submit outputs of the Task Sheets, Operation Sheets, and Job Sheets to
your facilitator for evaluation and recording in the Achievement Chart.
Outputs shall serve as your portfolio during the Institutional Competency
Evaluation. When you feel confident that you have had sufficient practice,
ask your trainer to evaluate you. The results of your assessment will be
recorded in your Achievement Chart and Progress Chart.
You must pass the Institutional Competency Evaluation for this
competency before moving to another competency. A Certificate of Achievement
will be awarded to you after passing the evaluation.

You need to complete this module before you can perform the module on
Interpret Technical Drawing.

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page ii of vii
Anthony P. Elemino
Observe Procedures, Revision
Specifications and #01
Manuals of
Instruction
 HYDRAULIC EXCAVATOR NC II
COMMON COMPETENCIES
COMPETENCY BASED LEARNING MATERIALS

LIST OF COMPETENCIES
No. Unit of Competency Module Title Code

Prepare construction Preparing construction

1 CON931201
materials and tools materials and tools

Observe procedures, Observing procedures,

CON31120
2 specifications and specifications and
1
manuals of instruction manuals of instruction

Interpreting technical
3 Interpret technical drawing CON311202
drawing

Perform mensuration and Performing mensuration and

4 CON311203
calculations calculations

Maintain tools and Maintaining tools and

5 CON311204
equipment equipment

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page iii of vii
Anthony P. Elemino
Observe Procedures, Revision
Specifications and #01
Manuals of
Instruction
 Table of Contents

ACKNOWLEDGEMENT………………………………………………………………………………………………………………………………..
…………..i

HOW TO USE THIS COMPETENCY BASED LEARNING MATERIAL……………………………………………………………….……….

…….ii

List of Competencies………………………………………………………………………………………………………………………………….
………….iii

Table of Contents………………………………………………………………………………………………………………………………………….………
iv

MODULE CONTENCT……………………………………………………………………………………………………………………………………….…….v

COMPETENCY SUMMARY………………………………………………………………………………………………………………………….…………vi

LEARNING OUTCOME #1 Identify and access Specifications/manuals…….………………………………………………………..…...1

Learning Experiences…………………………………………………………………………………………………………………………………………….2
Information Sheet 2.1-1 Manuals………………………………..……………………………………………….……………..………….3
Self-check 2.1-1……………………………………………………………………………………………………………..
………….7
Answer Key 2.1-1……………………………………………………………………………………………….
……………………..9
Information Sheet 2.1-2 Symbols used in Manuals………………..………….………………………….……………..
………...10
Self-check 2.1-2……………………………………………………………………………………………………………..
………..20
Answer Key 2.1-2……………………………………………………………………………………………….……………………
21
Task Sheet 2.1-2 Perform identifying manuals and symbols in the manual…….…………………....……….
……………………..22
Performance Criteria Checklist 2.1-1 …………………………………………………………………………..
…………..23

LEARNING OUTCOME #2 Interpret Manual…………………………….

…………………………………………………………………………….24

Learning Experience……………………………………………………………………………………………………………….……………………………
25
Information Sheet 2.2-1 Sections of the
Manual…………………………………………………………………………………….26
Self-check 2.2-2…………………………………………………………………………………………………………..
…………..30
Answer Key 2.2-1..…………………………………………………………………………………………………..………………
31

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page iv of vii
Anthony P. Elemino
Observe Procedures, Revision
Specifications and #01
Manuals of
Instruction
Information Sheet 2.2-2 Interpreting Information in Manual………………….……………………………………..
…………………….32
Self-check 2.2-2…………………………………………………………………………………………………………..
…………..39
Answer Key 2.2-2..……………………………………………………………………………………………………….………...41

LEARNING OUTCOME #3 Apply Information in Manual………………………………….

…………………………………………………….42

Learning Experience……………………………………………………………………………………………………………….……………………………
43
Information Sheet 2.3-1 Application of Information in a Manual……………………………..……..
…………………….44
Self-check 2.3-1……………………………………………………………………………………………………..………….…...49
Answer Key 2.3-1..……………………………………………………………………………………………………….….………
50

LEARNING OUTCOME #4 Store Manual………………………………………………………….

…………………………………………………….51

Learning Experience……………………………………………………………………………………………………………….……………………………
52
Information Sheet 1.3-1 Storing Manual…………………………………..……………………………..……..
…………………….53
Self-check 1.3-1……………………………………………………………………………………………………..………….…...56
Answer Key 1.3-1..……………………………………………………………………………………………………….….………
57

References…………………………………………………………………………………………………………………………………………………………..5
8

MODULE CONTENT

UNIT OF COMPETENCY : Observe Procedures, Specifications and

Manuals of Instruction

MODULE TITLE : Observing Procedures, Specifications and

Manuals of Instruction

MODULE DESCRIPTOR:

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page v of vii
Anthony P. Elemino
Observe Procedures, Revision
Specifications and #01
Manuals of
Instruction
 This unit covers the knowledge, skills and attitudes on identifying,
interpreting, applying services to specifications, manuals and storing manuals.

Nominal Duration: 8 hours

Learning Outcomes:
Upon completion of this module, you must be able to:
1. Identify and access specifications/manuals

2. Interpret manuals

3. Apply information in manual

4. Store manuals

COMPETENCY SUMMARY

Qualification Title : Hydraulic Excavator NC II

Unit of Competency : Observe Procedures, Specifications and Manuals of

Instruction

Module Title : Observing Procedures, Specifications and Manuals

of Instruction

Introduction

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page vi of vii
Anthony P. Elemino
Observe Procedures, Revision
Specifications and #01
Manuals of
Instruction
 This unit covers the knowledge, skills and attitudes on identifying,
interpreting, applying services to specifications, manuals and storing manuals.

Learning Outcomes:

Upon completion of this module, you MUST be able to:

1. Identify and access specifications/manuals

2. Interpret manuals

3. Apply information in manual

4. Store manuals

ASSESSMENT CRITERIA

1. Appropriate manuals are identified and accessed as per job requirements

2. Version and date of manual are checked to ensure that correct

specification and procedures are identified.

3. Relevant sections, chapters of specifications/manuals are located in

relation to the work to be conducted

4. Information and procedure in the manual are interpreted in accordance

with industry practices Materials are identified as per job requirements.

5. Manual is interpreted according to job requirements

6. Work steps are correctly identified in accordance with manufacturer's

specification

7. Manual data are applied according to the given task

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page vii of vii
Anthony P. Elemino
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Specifications and #01
Manuals of
Instruction
8. All correct sequencing and adjustments are interpreted in accordance

with information contained on the manual or specifications

9. Manual or specification is stored appropriately to prevent damage, ready

access and updating of information when required in accordance with

company requirements

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page viii of vii
Anthony P. Elemino
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Specifications and #01
Manuals of
Instruction
 LEARNING OUTCOME no. 1:
IDENTIFY AND ACCESS SPECIFICATION/MANUALS

Contents:
1. Manuals
2. Symbols used in Manuals
Assessment Criteria:

1. Appropriate manuals are identified and accessed as per job requirements

2. Version and date of manual are checked to ensure that correct

specification and procedures are identified.

CONDITIONS: The student/trainee must be provided with the following:

 Classroom for discussion
 Manuals/catalogues relative to construction sector
 Instruction materials

ASSESSMENT METHODS:
 Written test or examination
 Direct observation Oral questioning
 Demonstration (able to impart knowledge and skills)

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page 1 of 58
Anthony P. Elemino
Observe Procedures, Revision
Specifications and #01
Manuals of
Instruction
Learning Experiences

Learning Outcome 1

Identify and access specifications/manuals

Learning Activities Special Instructions

Read Information Sheet 2.1-1: “MANUALS” Read the Information Sheet.

After reading the learner is
encourage to answer the
self-check.

Answer Self-check 2.1-1: Compare the answer to the

answer key.

Read Information Sheet 2.1-2: “Symbols Used Read the Information Sheet.
in Manual” After reading the learner is
encourage to answer the
self-check.

Answer Self-check 2.1-2: Compare the answer to the

answer key.

Perform Task Sheet 2.1-2: “Perform identifying Perform Job Sheet. To

manuals and symbols in the manual” evaluate your level of
understanding towards the
previous discussion.

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page 2 of 58
Anthony P. Elemino
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Specifications and #01
Manuals of
Instruction
 Information Sheet 2.1-1
MANUALS
Learning Objectives:
After reading this information sheet, you must be able to:
1. Determine the functions of different manuals to be used.
2. Identify different manuals used in operation.
Introduction
An operation and maintenance manual are a comprehensive document
that provides all the details necessary about a physical plant as well as
individual pieces of equipment to help the maintenance staff keep everything
running smoothly.

OPERATIONS AND MAINTENANCE MANUAL

Operations and maintenance manual has information on the machine
and the safety regulations related to it, together with the use and maintenance
instructions that enable the operator to exploit the capacity of the machine with
optimal results and to keep the machine efficient over time.

Operations and Maintenance Manual consist of different areas to be

tackled when it comes to the equipment to be operated, though it may vary from
the different manufacturer that makes them it can be divided in such general
form this includes:

 Safety
Safety discusses the different general precautions when
handling or servicing the equipment. Its target is the safety
procedures to ensure that occurrence of accident can be avoided
and prevented.

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page 3 of 58
Anthony P. Elemino
Observe Procedures, Revision
Specifications and #01
Manuals of
Instruction
 Description and Functions
Descriptions and functions in operations and maintenance
manual only refers to the general parts that can be seen,
maneuvered, and used during operations of the equipment. It’ll give
a concrete explanation on the working operations and operatable
parts of the equipment.

 Maintenance
Maintenance is focused on discussing detailed information to
taking care of the equipment and how it should be maintained to
elongate the span of using the equipment without damaging or
destroying the equipment.

 Transport, Storage & Protection

Transport mainly discusses the proper procedures of loading
and unloading of the equipment during transport of equipment to a
different field. Storage and protection entail the proper procedure of
storing the equipment during short or longer storing of the
equipment and the proper protections used for the equipment.

 Technical Specifications
Technical Specifications consist of all technical data therein
to know about the equipment. It discusses the overall dimension of
the equipment, its unique technical characteristics, lifting
capacities (this differs to each equipment but in this case, excavator
is used), Etc.

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page 4 of 58
Anthony P. Elemino
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Specifications and #01
Manuals of
Instruction
  Appendices
Generally, appendices have the list of available attachment
that can be put together for the equipment for other purpose
and procedures in attaching and removing those attachments
PARTS MANUAL
Parts Manual consist of essential and detailed information on simple to
integral parts of the equipment’s composition. It will serve as reference for parts
when requesting and for choosing the appropriate interchangeable parts.

This gives a detailed names measurement on parts such as:

 Upper Structure
 Under Carriage
 Equipment

SERVICE MANUAL
Service manual or Shop manual helps technicians and other trained
people service, maintain, and repair equipment. It usually contains information
on the problems and breakages that may occur and guidelines on how to fix
them.

It mainly discusses:
o Structure and Functions
In which it gives details on different functions of the
composition of the equipment and how each part works. This
Structure includes powertrains, transmission, axles, steering
unit, etc.

o Testing and Adjustments

Heavy Equipment Date Developed: Document No.
Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page 5 of 58
Anthony P. Elemino
Observe Procedures, Revision
Specifications and #01
Manuals of
Instruction
 Will help building the objective judgement to which a
servicing part should meet, exceeds or fails to the standard
amount.

o Removal and Installation

Removal and installation part of service manual helps
technicians and operators on properly removing a part of the
equipment, proper safety precautions when removing and
installing, and most especially detailed information in
installing.

o Standard Maintenance
Standard Maintenance difference from Maintenance
procedure found in Operations and Maintenance manual is,
it focuses to the large portions in the equipment (in this case
excavator) such as transmission, front & rear axles, hydraulic
pump, control valves, Proportional Pressure Control valves,
shovel cylinders, backhoe cylinders, front working equipment,
swing bracket, and backhoe working equipment.

USER’S MANUAL
Assist’s operators to use a particular system or device. It provides
instructions for both skilled and unskilled users for setup, operation, and
maintenance of a product. It may have precautions and problem guidelines.

OPERATION MANUAL
Provides guidance for the staff to perform their functions correctly and
efficiently. It describes what and how should be done, which is especially

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page 6 of 58
Anthony P. Elemino
Observe Procedures, Revision
Specifications and #01
Manuals of
Instruction
important for the quality of goods and services. Moreover, it contributes to the
safety of products and services.

Self-check 2.1-1
I. Multiple Choice

1. Helps technicians and other trained people service, maintain, and repair
equipment.
A. User’s Manual C. Parts Manual
B. Operations and Maintenance D. Service Manual

2. Assist’s operators to use a particular system or device. It provides

instructions for both skilled and unskilled users for setup, operation, and
maintenance of a product
A. User’s Manual C. Parts Manual
B. Operations and Maintenance D. Service Manual

3. Consist of essential and detailed information on simple to integral parts of

the equipment’s composition.
A. User’s Manual C. Parts Manual
B. Operations and Maintenance D. Service Manual

4. Has information on the machine and the safety regulations, together with
usage and maintenance instructions to exploit the capacity of the machine
with optimal results.
A. User’s Manual C. Parts Manual
B. Operations and Maintenance D. Service Manual

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page 7 of 58
Anthony P. Elemino
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Specifications and #01
Manuals of
Instruction
5. It gives details on different functions of the composition of the equipment and
how each part works
A. Structure and Functions C. Testing and Adjustments
B. Removal and Installation D. Standard Maintenance

6. Focuses to the large portions in the equipment such as transmission, axles,

etc.
A. Structure and Functions C. Testing and Adjustments
B. Removal and Installation D. Standard Maintenance

7. Will help building the objective judgement to which a servicing part should
meet, exceeds or fails to the standard amount.
A. Structure and Functions C. Testing and Adjustments
B. Removal and Installation D. Standard Maintenance

8. Helps technicians and operators on properly removing a part of the

equipment, proper safety precautions and information in installing.
A. Structure and Functions C. Testing and Adjustments
B. Removal and Installation D. Standard Maintenance

9. Refers to the general parts that can be seen, maneuvered, and used during
operations of the equipment.
A. Maintenance C. Safety
B. Description and Functions D. Technical Specifications

10. Discusses the different general precautions when handling or servicing the
equipment.
A. Maintenance C. Safety
B. Description and Functions D. Technical Specifications

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page 8 of 58
Anthony P. Elemino
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Specifications and #01
Manuals of
Instruction
 Answer Key 2.1-1

I. Multiple Choice
1. D
2. A
3. C
4. B
5. A
6. D
7. C
8. B
9. B
10. C

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page 9 of 58
Anthony P. Elemino
Observe Procedures, Revision
Specifications and #01
Manuals of
Instruction
 Information Sheet 2.1-2
Symbols Used in Manual
Learning Objectives:
After reading this information sheet, you must be able to:
1. Determine the different signs and symbols use in every manual
2. Identify the function of each signs and symbols.
Introduction
The signs and symbols present in manuals are best representation of the
producers of the equipment to highlight critical reminders. Manuals doesn’t
only direct technician and operator to complete the task but most especially in
reminding operator and technician on safety. Many accidents are caused by
insufficient knowledge of and failure to comply with the safety regulations
prescribed for the maintenance operations that must be performed on the
machine.

Symbols used in Manuals

This word is used in the safety warnings in the manual
and on the plates when the situation
is dangerous and it may possibly
result in serious injuries or even
death. These messages describe the
safety precautions to be taken in
order to avoid any risk. Non-compliance with these
instructions may also result in serious damage to the
machine.

This word is used in the safety

warnings in the manual and on the
plates to signal risks that may cause
Heavy Equipment Date Developed: Document No.
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(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page 10 of 58
Anthony P. Elemino
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Specifications and #01
Manuals of
Instruction
 moderate damage or injuries. The message can be used
even to indicate the risk of damage to the machine only.

This word is used when

precautions are indicated, which
must be taken to avoid actions
that may shorten the life of the machine.

The addition of this symbol to a "Danger" or "Warning"

safety label indicates that an electrical hazard exists
which will result in personal injury if the instructions are
not followed.

DANGER IN THE WORK AREA

Do not approach or stand in the equipment
operating radius when the boom and the
bucket are raised.

DO NOT OPEN THE HOOD

Do not open or remove the hood when the
engine is running.

FILLING THE HYDRAULIC SYSTEM WITH

OIL
Only for machines in which the synthetic
biodegradable oil type HEES is used

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page 11 of 58
Anthony P. Elemino
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Specifications and #01
Manuals of
Instruction
 OVERTURNING THE FORKS
When the forks are overturned for use or
storage, be careful to the grasping points,
since hands and feet may be injured and
even cut.

CONSULT THE MANUAL

Carefully read the contents of the manual
before using the machine or performing
maintenance operations.

HYDRAULIC OIL TOPPING UP

REFUELLING

ENGINE LUBRICATING OIL FILTER

FUEL FILTER

DIFFERENTIAL LOCKING WARNING

LIGHT

ENGINE AIR SUCTION FILTER

ENGINE COOLANT

ENGINE COOLANT TEMPERATURE

WARNING
Heavy Equipment Date Developed: Document No.
Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page 12 of 58
Anthony P. Elemino
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Specifications and #01
Manuals of
Instruction
 ENGINE COOLANT PRESSURE

ENGINE OIL PRESSURE WARNING LIGHT

GLOW PLUG PREHEATING WARNING

LIGHT

GENERATOR WARNING LIGHT

HYDRAULIC OIL LEVEL

HYDRAULIC OIL FILTER

ELECTRIC FILTER

TRANSMISSION OIL LEVEL

TRANSMISSION OIL TEMPERATURE

WARNING

HYDRAULIC TRANSMISSION OIL FILTER

FOUR-WHEEL DRIVE ENGAGEMENT

WARNING LIGHT

DIRECTION INDICATOR WARNING LIGHT

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page 13 of 58
Anthony P. Elemino
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Specifications and #01
Manuals of
Instruction
 HIGH BEAM WARNING LIGHT

DIFFERENTIAL LOCKING WARNING

LIGHT

FOUR-WHEEL DRIVE SWITCH

EMERGENCY SWITCH

ELECTRIC SAFETY VALVE SWITCH

(if installed)

ANCHORAGE POINT

EMERGENCY EXIT

BOOM LOCK

SWING LOCK

BRAKE OIL

DO NOT LIFT MORE THAN 1000KG

NOISE OUTSIDE THE CAB

This value indicates the noise level outside
the machine and refers to the noise
perceived by persons in the vicinity of the

Heavy Equipment Date Developed: Document No.

Operation October 2021 Issued by:
(Hydraulic CCITS
Excavator NC II) Developed by:
Phillip James Page 14 of 58
Anthony P. Elemino
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Specifications and #01
Manuals of
Instruction
 work area.
NOISE INSIDE THE CAB
This value indicates the maximum noise
level perceived by the operator’s ears inside
the cab when this is completely closed.

CLOTHING AND PERSONAL PROTECTION

ITEMS

PREVENTING FIRES DUE TO FUEL

AND OIL

PREVENTING BURN

DAMAGE CAUSED BY THE WORK

EQUIPMENT

FIRE EXTINGUISHERS AND FIRST

AID KIT

FIRE PREVENTION

EQUIPMENT
When assembling or removing any
equipment, make sure that the ropes and
the lifting hook are in good conditions and
properly dimensioned for the load to be
Heavy Equipment Date Developed: Document No.
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Phillip James Page 15 of 58
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Specifications and #01
Manuals of
Instruction
 lifted.
WORKING UNDER THE MACHINE
Always lower the work equipment to the
ground or in any case
to their lowest position before performing
service or repairs under the machine.
Always lock the machine tires securely.
Do not work under the machine, if this is
not sufficiently supported.

ROOM VENTILATION

CHECKING THE COOLANT LEVEL

IN THE RADIATOR

PRECAUTION CONCERNING THE

STARTER

PRECAUTIONS TO BE TAKEN WHEN

HANDLING HIGH-PRESSURE OIL

PRECAUTIONS FOR MAINTENANCE

OPERATIONS AT HIGH TEMPERATURES
AND HIGH PRESSURE

PRECAUTIONS FOR MAINTENANCE

OPERATION AT COOLING FAN AND BELT

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 DISPOSING WASTE MATERIALS

PRECAUTIONS TO BE TAKEN WHEN

INFLATING TYRES

Left operational lever - Control the arm

stretching and retracting and the
rotation of the up carriage

Horn switch (on top of left

operational lever) - Enable the horn to
sound after being pressed.

Left treading control lever - Control the

advancement and reversing of left side
Crawler

Left treading pedal - Control the

advancement and reversing of left-side
crawler

Right treading pedal - Control the

advancement and reversing of right-side
crawler

Right treading control lever - Control the

advancement and reversing of right-side
crawler

Boosting switch (on top of right operational

lever) - After being pressed, the max
excavation force can be obtained in short
time

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 Right control lever - Control the rising and
descending of moving arm as well as
excavation and unload of bucket

Key switch of engine - Start, run and stop

the engine.

Engine speed knob - Adjust the engine

speed

Switch for arm lamp - Control the working

lamp of moving arm

Switch for working lamp - Control the

right working lamp

Switch for wiper - Control the wiper of

front window of cab

Switch for washer - Control the washer of

front window of cab

Button for emergency cutoff - Emergency

cutoff of engine

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 1 - Reversing gear control lever
2 - Steering wheel
3 - Front dashboard
4 - Direction selector - dimmer switch
5 - Gearshift lever
6 - Front loader control lever
7 - Accelerator pedal
8 - Brake pedals

5 - Gearshift lever
6 - Front loader control lever
9 - Side dashboard
10 - Hand accelerator
11 - Parking brake

1 - Reversing gear control lever

16 - Steering wheel adjustment lock (if
provided)

12 - Arm and swing control lever

(Standard version “ISO system controls”)
- Boom and swing control lever
13 - Boom and bucket control lever
(Standard version “ISO system controls”)
- Arm and bucket control lever
14 - Right stabilizer control lever
15 - Left stabilizer control lever

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 Self-Check 2.1-2

Identification

__________1
_________6.
.

__________2
________7.
.

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 __________3
________8.
.

__________4
_________9.
.

__________5 ________10
. .

Answer Key 2.1-2

Identification

1. Boom Lock
2. Operation at Cooling fan and Belt
3. Operations at High Temperatures and High Pressure
4. Hydraulic Oil Topping Up
5. Do not open the Hood
6. Engine Lubricating Oil Filter
7. Fire Prevention

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8. Damaged Cause by the Equipment
9. Hydraulic Oil Filter
10. Consult the Manual

TASK SHEET 2.1-2

Title: Perform identifying manuals and symbol in the manual

Performance Objective:
Given by all the information from this Learning Outcome
perform a moving exam by doing periodical rotation every 3 mins. to
identify and explain its function.

Supplies: Writing Material, Materials

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Equipment: Manuals

Steps/Procedure:

1. Bring a piece of paper that will serve as your test paper and a pen to
write.

2. If the instructor has given his signal move to the corresponding

materials no. given for each trainee.

3. Examine and identify the material and write it on the piece of paper

4. After 3 mins. move to the next item following the clockwise pattern
this will end until the trainee is back to his original position.

5. Present your work to the Trainer.

Assessment Method:

Practical Performance, Performance Criteria Checklist

Performance Criteria Checklist 2.1-2

Trainee’s Name____________________________________ Date__________

Criteria Yes No

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1. Using the given time, the right name is given as an
answer

2. Correct of function and usage of manuals and symbols

is written as an answer

3. Good practice of familiarization of tools/materials is

shown while answering each question

4. Showed a good and level understanding of the usage of

each symbol is shown.

Comments/ Suggestions:

Trainer: ___________________________ Date__________

LEARNING OUTCOME no. 2:

INTERPRET MANUALS

Contents:
1. Section of the Manual

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 2. Interpreting Information in a Manual
Assessment Criteria:

1. Relevant sections, chapters of specifications/manuals are located in

relation to the work to be conducted

2. Information and procedure in the manual are interpreted in accordance

with industry practices Materials are identified as per job requirements.

CONDITIONS: The student/trainee must be provided with the following:

 Classroom for discussion
 Manuals/catalogues relative to construction sector
 Instruction materials

ASSESSMENT METHODS:
 Written test or examination
 Direct observation Oral questioning
 Demonstration (able to impart knowledge and skills)

Learning Experiences

Learning Outcome 2

Interpret Manuals

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 Learning Activities Special Instructions

Read Information Sheet 2.1-1: “Sections of the Read the Information Sheet.
Manual” After reading the learner is
encourage to answer the
self-check.

Answer Self-check 2.1-1: Compare the answer to the

answer key.

Read Information Sheet 2.1-2: “Interpreting Read the Information Sheet.

Information in a Manual” After reading the learner is
encourage to answer the
self-check.

Answer Self-check 2.1-2: Compare the answer to the

answer key.

Information Sheet 2.2-1

SECTIONS OF THE MANUAL
Learning Objectives:
After reading this information sheet, you must be able to:
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 1. Determine the relevant parts in the manual.
2. Interpret information and procedure in the manual.
Introduction
Most of the parts in a manual is very important in both operator,
technician and of course the equipment. Though every part of the manual is
jam-packed with all the information it can still be narrowed to the few
subjects that is very important in operation. In this information sheet, all
information that will be discussed are the most functional day-to-day
operation of a heavy equipment (i.e., Excavator).

Overview
This section provides a general overview of the physical outlook being
discussed as well as the components covered in the manual. It includes
some information of the equipment such as name, brand, model, etc.,
company or other background information.

Safety
This section gives an overall precaution and safety procedures when
handling and maintaining the equipment. This includes:

 Safety Signs – since it is impossible to list all potential danger in all

working conditions in advance, the safety mut be ensured for everyone
in the workplace and avoid damages.
 Instruction of Safety signs – this incites all safety signs located on
the equipment and what they mean.
 Safety Equipment – this lists all safety equipment that should be use
in different circumstances and reminders on the presence of first aid
kit and fire extinguishers. Including:
o FOPS – Falling Object Protection Structure
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 o ROPS – Roll Over Protection Structure
o TOPS - Tip Over Protection Structure
 Safety Rules – this enlists all safety rules that should be followed
when cleaning (cab and equipment), leaving the equipment, on and off
of machine, fire prevention, handling coolants and oils, etc.
 Safe Operation of Machine – this list all safe procedures when
operating the equipment such as;
 Prestart-up
 Start-up
 Operation
 Changing Direction
 Moving
 Moving and operating in a slope
 Forbidden Operations
 Parking
 Transport
 Traction
 Maintenance
 Attachments

Physical Name of Parts

This section details important information about one specific part of
the equipment. Ideally, this information is collected during the construction
of the equipment itself and contains schematic diagram, equipment layouts,
finish data, building code and specification information.

Operating procedures

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 A comprehensive, detailed explanation of all major operating
procedures as well as principles in operating the equipment. Listed below
are the topics usually put in the operating procedures of a manual.

 General Principles – are the general rules or reminders that is

put together to be followed before having the idea to operate the
equipment.
 Preparations and Checking (Before) – are written instruction,
safety regulations, proper and safety clothing to be used during
operation, site inspections, and machine checks.
 Preparations and Checking (After) – this entail the proper
procedures, and the things that should be done when getting on
the machine for the first time on that day.
 Running Operations – are instruction and safety reminders
when moving the equipment.
 Working Operation – are set of instruction, procedures and
safety procedures when working with the equipment.
 Other Operation Procedures – are operation lists of when
using accessories and other safety working operations.

Maintenance and Repair procedures

This are instruction and safety precaution recorded for preventive and
corrective maintenance programs that is explained thoroughly including
schedules, procedures, responsibilities, trouble-shooting and test
requirements.

Emergency procedures
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 It’s important to think through emergency situations before they
happen because it can be difficult to remember details in the middle of a
chaotic situation. This section discusses all emergency protocol to keep both
the operator and the equipment safe during emergencies.

Technical Data
This section of the manual gives the specs or technical characteristics
of the parts of and equipment, which details mass, bucket capacity, engine
power, electrical system, travel speeds and tires (for wheel type, trackpads
for crawlers) and most specially lifting capacities and the length of the boom
to bucket capacities.

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 Self-Check 2.2-1

I. IDENTIFICATION

______________1. This section provides a general overview of the physical

outlook being discussed as well as the components covered
in the manual.
______________2. FOPS
______________3. This section gives an overall precaution and safety
procedures when handling and maintaining the equipment.
______________4. This are instruction and safety reminders when moving the
equipment.
______________5. This section discusses all emergency protocol to keep both
the operator and the equipment safe during emergencies.
______________6. TOPS
______________7. This section details important information about one
specific part of the equipment.
______________8. are the general rules or reminders that is put together to be
followed before having the idea to operate the equipment.
______________9. this list all safe procedures when operating the equipment
such as Prestart-up and Start-up
______________10. Written instruction, safety regulations, proper and safety
clothing to be used during operation, site inspections, and
machine checks.

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 Answer Key 2.2-1

I. Identification

1. Overview
2. Falling Object Protection Structure
3. Safety
4. Running Operations
5. Emergency Procedures
6. Tip Over Protection Structure
7. Physical Name of Parts
8. General Principle
9. Safe Operations of Machine
10. Preparations and Checking (Before)

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 Information 2.2-2
INTERPRETING INFORMATIONS IN A MANUAL
Learning Objectives:
After reading this information sheet, you must be able to:
1. Determine the ways to interpret information written in a manual
2. Identify the objectives of the manual to interpreted.
Introduction
Alternatively referred to as documentation or end-user
documentation, a manual is a book or pamphlet containing information
about a program, operations, maintenance and parts. For example, a brand-
new equipment may come with documentation explaining the capacities and
safety procedures, etc. Or, a video game may come with a manual explaining
how to play it.

Instructions on Manuals
The value of each manual is very important when having an
equipment. Also known as “user manual” is an important document that
helps operator and technicians get on board with the product or servicing
quickly, or help to solve an issue when stuck.

Tables of Content
Most operator and technicians typically look at the table of content,
find the topic or page they are looking for, and then quickly read the part
which they want to know more about. Nobody is reading manuals from start
to finish, but everyone is reading parts of it.

Information in the Manual

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 Information in manuals is read to get actionable advice to navigate the
equipment or machine and to overcome and issue when experienced.
 Objective – the first step when interpreting the information on
the manual is to know your personal objective to track down the
information you wanted to execute.

 Additional Inputs– it is also important to know the information

to be included when you have a task set up for you this will help
you have an option and additional information when dealing
with your task.

 Get Organized – after having all the information needed to

complete the task. Get yourself to what comes first then after
this will help you straighten up the process and have a good
workflow.

 Read Carefully – it is important to follow and understand the

instruction given. A thorough understanding of the procedure in
all its technical detail on the manual will encourage to avoid
mishaps and errors when doing the job.

 Visual Aids – in reading manuals there are visual

representation that will help, so it’s better to refer too to the
visual aids.

 Visualize - The ability to visualize the procedure in detail and to

capture that awareness will greatly help when you proceed to
the activity it will not only train you to be familiar but also
enhance your muscle memory to cope with the activity more.
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Handling the Manual

Task Analysis
Early in the process, the situation of instructions is defined.
Remember that defining a task means defining the level of familiarity you
have with the activity.

Determine the number of tasks

Determine how many tasks are there in the procedure. Use the term
procedure to refer to the whole set of activities the instructions are intended
to discuss.

TASK is a semi-independent group of actions within the procedure:

for example, setting the clock on a microwave oven is one task in the big
overall procedure of operating a microwave oven.

A simple procedure like changing traveling the equipment contains

semi-independent groupings of task involve to complete the task. Some
instructions have only a single task, but have many steps within that single
task.

Determine the Approach

For most instructions, you can focus on tasks, or you can focus on
tools (or features of tools). In a task approach (also known as task

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orientation) to instructions on using an excavator, you’d have these
sections:

 Dig a trench.
 Lift a boulder.
 Excavate for a foundation.
 Unearthing a heavy soil
 Demolish a building
These are tasks—the typical things we’d want to do with the machine.

On the other hand, in a tools approach to instructions on using a welding

machine, there likely would be sections on how to use specific features:

 Switch button
 Current control Handle
 Electrode holder
 Earth cramp
 Covered Electrode

Types of Task
 Unpacking and Setup task
step by step procedures when handling task such as unpacking
jobs and setup jobs. It is important to practice safe handling
procedures regardless of the type of goods. While some goods are
lightweight, delicate and fragile, others a heavy, clumsy and even
dangerous to deal with during the unloading and unpacking process.
Since the nature of goods varies greatly, as per our above examples, a

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 company must develop plans to cover each type in the right manner to
ensure that their unpacking services are high quality at all times.

 Installing and Customizing

is a process that enlists task to install and that allows you to
provide setup and configuration information to create a customized
installation environment. It is a step-by-step procedure to be ready for
execution.

 Operating Task
are a list of the steps for a given task and describing the manner
in which the steps are to be performed. Procedures to properly operate
an equipment and avoid unprecedented events that will occur on the
operator, technician and so on.

 Routine Maintenance Task – are a set of instruction where

maintenance and following maintenance schedules would be the
highlight. It consists of different type of maintenance procedures done
on the machine and the appropriate time to when and where it should
be conducted.

 Troubleshooting Task – is a form of problem solving, often applied to

repair failed products or processes on a machine or a system. It is a
logical, systematic search for the source of a problem in order to solve
it, and make the product or process operational again.

SET OF INSTRUCTION FOUND IN A MANUAL

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General warning, caution, danger notices
This are set of instruction to alert readers to the possibility of ruining
the equipment, screwing up the procedure, and hurting themselves. Also,
instructions must often emphasize key points or exceptions. For these
situations, special notices—note, warning, caution, and danger notices.

Technical background or theory

At the beginning of certain kinds of instructions (after the
introduction), this will discuss the background related to the procedure. For
certain instructions, this background is critical—otherwise, the steps in the
procedure make no sense.

Equipment and Supplies

A list of the things needed to gather before starting the procedure.
This includes equipment, the tools use in the procedure (such as mixing
bowls, spoons, bread pans, hammers, drills, and saws) and supplies, the
things that are consumed in the procedure (such as wood, paint, oil, flour,
and nails). In instructions, these typically are listed either in a simple
vertical list or in a two-column list.

Structure and format

we imagine a set of instructions as being formatted as vertical
numbered lists. And most are in fact. However, there are some variations
and as well as some other considerations:

 Fixed-order steps - are steps that must be performed in the order

presented. For example, if you are changing the oil in a car, draining
the oil is a step that must come before putting the new oil. These are
numbered lists (usually, vertical numbered lists).

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  Variable-order steps - are steps that can be performed in practically
any order. Good examples are those troubleshooting guides that tell
you to check this, check that where you are trying to fix something.
You can do these kinds of steps in practically any order. With this
type, the bulleted list is the appropriate format.

 Alternate steps - are those in which two or more ways to accomplish

the same thing are presented. Alternate steps are also used when
various conditions might exist. Use bulleted lists with this type, with
OR inserted between the alternatives, or the lead-in indicating that
alternatives are about to be presented.

 Nested steps - may be used in cases when individual steps within a

procedure are rather complex in their own right and need to be broken
down into sub-steps. In this case, you indent further and sequence
the sub-steps as a, b, c, and so on.

 “Step-less” instructions - can be used when you really cannot use

numbered vertical list or provide straightforward instructional-style
directing of the reader. Some situations must be so generalized or so
variable that steps cannot be stated.

Supplementary discussion

Often, it is not enough simply to tell readers to do this or to do that.

Sometimes, the needs of additional explanatory information such as how the
thing should look before and after the step; why should care about doing
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this step; what mechanical principle is behind; even more micro-level
explanation of the step—discussion of the specific actions that make up the
step.

Self-Check 2.2-2

I. Multiple Choice

1. The first step when interpreting the information on the manual is to track
down the information you wanted to execute.

a. Task Analysis c. Objective

b. Table of Contents d. Task

2. May be used in cases when individual steps within a procedure are rather
complex in their own right

a. Alternate Steps c. Nested Steps

b. Variable-order Steps d. Step-less Instructions

3. These are tasks—the typical things we’d want to do with the machine.

a. Task Approach c. Objective

b. Table of Contents d. Task Analysis

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4. It is important to practice safe handling procedures regardless of the type of
goods.
a. Installing and Customizing c. Unpacking and Setup task
b. Troubleshooting Task d. Maintenance Task

5. Are steps that can be performed in practically any order.

a. Nested Steps c. Unpacking and Setup task
b. Variable-order Steps d. Alternate Steps

6. A list of the things needed to gather before starting the procedure.

a. Supplementary discussion c. Unpacking and Setup task
b. Structure and Format d. Equipment and Supplies

7. There likely would be sections on how to use specific features.

a. Maintenance task c. Task Approach
b. Tools Approach d. Trouble Shooting Task

8. Are a list of the steps for a given task and describing the manner in which
the steps are to be performed.
a. Maintenance task c. Operating Task
b. Installing and Customizing d. Trouble Shooting Task

9. Are a set of instruction where maintenance and following maintenance

schedules would be the highlight.
a. Routine Maintenance Task c. Installing and Customizing
b. Trouble Shooting Task d. Operating Task

10. Is a semi-independent group of actions within the procedure

a. Number of Task c. Task Approach
b. Task Analysis d. Task

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 Answer Key 2.2-2

I. Multiple Choice

1. C
2. C
3. A
4. C
5. B
6. D
7. B
8. C
9. A
10. D

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 Learning Outcome no. 3
APPLY INFORMATION IN MANUAL

Contents:
1. Application of Information in a Manual

Assessment Criteria:

1. Manual is interpreted according to job requirements.

2. Worksteps are correctly identified in accordance with manufacturer’s

specifications.

3. Manual data are applied according to the given task.

4. All correct sequencing and adjustments are interpreted in accordance

with information contained on the manual of specifications.

CONDITIONS: The student/trainee must be provided with the following:

 Classroom for discussion
 Manuals/ Catalogues relative to construction sector
 Instruction Materials

ASSESSMENT METHODS:
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  Written test or examination
 Direct observation Oral questioning
 Demonstration (able to impart knowledge and skills)

Learning Experiences

Learning Outcome 3

Apply Information in Manual

Learning Activities Special Instructions

Read Information Sheet 2.1-3: “”APPLICATION Read the Information Sheet.

OF INFORMATION IN A MANUAL” After reading the learner is
encourage to answer the
self-check.

Answer Self-check 2.1-3: Compare the answer to the

answer key.

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 Information Sheet 2.3-1
APPLICATION OF INFORMATION IN A MANUAL

Learning Objectives:
After reading this information sheet, you must be able to:
1. Determine how to apply information written in a manual
2. Identify the steps to be applied and correctly followed.

Introduction
A manual, is a technical communication documents intended to give
assistance to people using system. It is usually written by a technical expert
and user guide are most commonly associated with electronics, electric
goods, computer hardware and software.
Valuing and following the steps is a must to fully utilize the
effectiveness of the instruction written in a manual. In this information
sheet everything about learning how to apply and function the way the
manual delivers will be the highlight of discussion.

Owner’s Manual

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 An owner’s manual (also called as instructional manual) is an
instructional book or booklet that is supplied with almost all technologically
advanced consumer product such as vehicles, appliances and computer
peripherals. It is a reference tool which means it is supplied with TABS
printed on the edges of each page for each section. These sections are well-
arranged for easy reference especially of the first-time owner.
Generally, these sections include the following:
 What's in the Box. It is what the customers need to know when they
open the box in case something is missing. Parts are in full basic
form.
Example: Player, remote, cable, manual, and batteries. There
are pictures of these parts for facility purposes as some users may be
inexperienced and need assistance in identifying parts.

 Getting Started. It explains to the readers what needs to be done first

before they continue with the manual. This includes removing hidden
packing material inside the device, removing a transit screw or
installing a part that must be installed before starting such as an ink
cartridge, or removing clear protective plastic film over displays or
other parts.

 Connections (or Installing). It includes the step-by-step directions.

In case of connecting or installing a device, it shows action photos of
the product being installed. Photos are very important. The manual is
of great help due to its photos.

 Setup (or Configuration). In this section, the step-by-step directions

with images on how to configure or setup your product are included.
Detailed steps are enumerated with clear photos or screen shots.
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 Basic Use (or Operation). In this section, all basic operations are
listed. These basic operations are to be used daily.

 Advanced Use (or Operation). In this section, all advanced

operations are listed which will be performed mainly by advanced
users.

 Special Features. These are those that set the product apart from
others.

 Troubleshooting. This section is a large table that lists common

problems user might encounter with a known cause and solution. It
includes general issues like "Sound but no video", "Video but no
sound", "Starts up but shuts itself off again".

 Specifications. In this area, list of electrical specifications, physical

dimensions, weight, fidelity specs are found. Also, list of limitations
such as a sound meter's range, the maximum power output of an
amplifier or maximum speed of a drill or saw is specified.

 Parts List. This area provides an exploded view of the device. The
parts listed cover all detailed parts with part numbers and names.
This page also includes a phone number, website, and email address
to obtain replacement parts as appropriate for the product.

 Warranty information. This is sometimes provided as a separate

sheet.

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 Until the last decade or two of the twentieth century, it was common for
an owner’s manual to include detailed repair information such as a circuit
diagram. However, as products became more complex, this information was
gradually relegated to specialized service manual, or dispensed with entirely,
as devices became too inexpensive to be economically repaired.
Owner manuals for simpler devices are often multilingual so that the
same boxed product can be sold in many different markets. Sometimes, the
same manual is shipped with a range of related products such that the
manual contains a number of sections that apply only to some particular
models in the product range.

Example of what’s written in a Manual

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Tips in applying information
 Read the Plans
 Always refer to the diagram
 Familiarize yourself with the physicality and procedures before you
provide tools and equipment
 Check and double check
 Plan your move
 Follow Thoroughly
 Safety First

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 Self-Check 2.3-1

I. Identification

_____________1. This area provides an exploded view of the device.

_____________2. This section is a large table that lists common problems user
might encounter with a known cause and solution.
_____________3. These are those that set the product apart from others.
_____________4. In this section, all basic operations are listed. These basic
operations are to be used daily.
_____________5. List of electrical specifications, physical dimensions, weight,
fidelity specs are found.
_____________6. This are instruction that you should follow step-by-step to
properly operate.
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_____________7. It includes the step-by-step directions. In case of connecting
or installing a device, it shows action photos of the product
being installed.
_____________8. This are the visual representation (diagram) that’ll help you
identify, familiarize and distinguish what should be
operated.
_____________9. Is an instructional book or booklet that is supplied with
almost all technologically advanced consumer product such
as vehicles?
_____________10. This is sometimes provided as a separate sheet.

Answer Key 2.3-1

I. Identification

1.Part list
2. Troubleshooting
3. Special Features
4. Basic Use (Operation)
5. Specifications
6. Directions
7. Connections
8. Visual Aids
9. Owner’s Manual
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10. Warranty Information

Learning Outcome no. 4

STORE MANUALS

Contents:
1. Storing Manual

Assessment Criteria:

1. Manual or specifications is stored appropriately to prevent damage, ready

access and updating of information when required in accordance with
company requirements.

CONDITIONS: The student/trainee must be provided with the following:

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  Classroom for discussion
 Manuals/ Catalogues relative to construction sector
 Instruction Materials

ASSESSMENT METHODS:
 Written test or examination
 Direct observation Oral questioning
 Demonstration (able to impart knowledge and skills)

Learning Experiences

Learning Outcome 4

Store Manual

Learning Activities Special Instructions

Read Information Sheet 2.4-1: “Storing Read the Information Sheet.

Manual” After reading the learner is
encourage to answer the
self-check.

Answer Self-check 2.4-1: Compare the answer to the

answer key.

Heavy Equipment Date Developed: Document No.

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 Information Sheet 2.4-1
STORING MANUAL
Learning Objectives:
After reading this information sheet, you must be able to:
1. Determine proper way of storing manuals
2. Identify the different manual storing procedures.

Introduction
Manuals, as discussed previously in this module, are indispensable
documents as with tools and equipment needed in fixing, operating and
troubleshooting the equipment. Any project or job needs some bases such as
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these manuals to bring them to completion. Considering the importance
role, they play, these manuals should be kept properly for future job or
service reference. If possible, they have to be covered with plastic cover to
preserve their life. Proper labeling should be done by type for facility. Thus,
storing should be by type.

Method of Storing Manuals

Filing Cabinet Method – is a method use to separate manuals from the

usual document. It will be stored in a cabinet to be use as a future
reference. It will keep them in place so that damages on the manuals
through environmental influence will be avoid to prolong the life span of the
manuals.

System in storing manuals on the cabinet.

 Create a filing system - This system will be the lifeblood of your
filing cabinet and will be the method by which you will file and store
your papers and documents. This will create a reliable system and
stick with it through the duration of your filing cabinet’s usage. The
whole point of organizing your filing cabinet is to be able to easily and
conveniently store and locate the files you need.

 Make a list of files - The next step in organizing a filing cabinet is to

create a working list of files that will be stored within the filing
cabinet. This step will help you organize your thoughts, and
ultimately, your files.

 Create clear and concise file names - A file name should clearly
describe what is contained inside the file. You want to be able to see
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 the file name and understand what is contained within the file
without having to open the file and gaze inside the contents.

 Prepare file folders and hanging files - Grab a bunch of files and
hanging folders and start labeling them according to the list(s) you
prepared. Take your time when preparing your file folders. You don’t
want to unintentionally create duplicate files or mislabel items. Start
by labeling one file folder and then set the folder aside. Continue the
process with the remainder of your file folders.

 Prepare your filing cabinet - prepare your filing cabinet. Remove the
contents of your filing cabinet (if any) and place them onto a clean,
flat surface for the time being. If you’re working with an empty or
brand-new filing cabinet, you can start placing your pre-labeled
hanging files and folders into the cabinet according to your file
system.

 Place papers into file folders - Now it’s time to place your papers
and documents into the appropriate folders. Feel free to refer back to
your filing system and file list as needed to remind yourself as to
what goes where. When placing papers inside of folders, you should
organize papers in either chronologic or reverse chronologic order.
This will make it easy to retrieve information when you need it.

Binder Method – this is a method use to store manuals that is bound to be

use more frequently than manuals stored in the filing cabinet. Mostly, this
are manual documents copied from the original, which is copied for its daily
and timely use. It can either be a photocopy of a daily checklist from the

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manual. Binder is a cover for holding loose sheets of paper, magazines, etc.,
together.

Originally, binder method is just a step of organizing the document to

be put on a more general storage on the Cabinet.

Process of Binder Method

1. Gather – put into one place all of your manuals in the workstation.

2. Decide – think of how you are going to divide your instructional manuals,

you can sort them alphabetically or by type.

3. Divide – Split your binder into section and label them according to the

category you have decided.

4. Protect – use plastic sleeves in between each divider.

5. Place – put your filed documents in between the protective plastic sleeves

to protect your document.

6. Label – Label your binder e.g., “Instructional Manual” in the cover to give

it designation.

7. Store – finally put your binder in your cabinet or any safe and convenient
place to be available for use when needed.
Self-Check 2.4-1

I. Identification

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_______________ 1. It will keep them in place so that damages on the
manuals through environmental influence will be avoid to
prolong the life span of the manuals.
_______________ 2. This system will be the lifeblood of your filing cabinet and
will be the method by which you will file and store your
papers and documents.
_______________ 3. This step will help you organize your thoughts, and
ultimately, your files.
_______________ 4. This is a method used to store manuals that is bound to
be use more frequently than manuals stored in the filing
cabinet.
_______________ 5. A file name should clearly describe what is contained
inside the file.

Answer Key 2.4-1

Heavy Equipment Date Developed: Document No.

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I. Identification

1. Filing Cabinet
2. Create a Filing System
3. Make a list of Files
4. Binder Method
5. Create Clear and Concise file names

Reference
Heavy Equipment Date Developed: Document No.
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Books
JCB Services (2015) Operator’s Manual, 6th ed. India: A4-6-Range

Xuzhou Xugong Excavator Machinery CO., LTD (2017) Operations and

Maintenance Manual, China: XCMG

Website

Suzan Last, Writing Instructions, Retrieved (October 2021)

https://pressbooks.bccampus.ca/technicalwriting/chapter/writinginstructi
ons/

Rashelle Isip, How to Organize a Filing Cabinet, Retrieved (October 2021)

https://www.theorderexpert.com/how-to-organize-a-filing-cabinet/

Lisa Woodruff, November 2017, The Binder system, Retrieved (October 2021)
https://www.mylifeinorder.com/blog/012

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Specifications and #01
Manuals of
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