Document Reference LEEA 039(a)

LEEA Accredited Training Scheme Standard Course Outlines

Appendix 1

Standard LEEA course outlines:

Appointed Person Lifting Operation

Crane Supervisor

Lifting and Slinging

Electric Overhead Travelling Crane Operation & Slinging

Wire Rope Inspection

Wire Rope Socketing

The above mentioned course outlines are provided to give an example of the content and layout of the courses
shown.

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 Document Reference LEEA 039(a)

Training Course Outline

Appointed Person Lifting

Duration Minimum 5 Days
Course Name Operation
Maximum Numbers per Course 6 Students
Training
To undertake the duties of an appointed person for lifting operations
Objectives
The employment of a competent person to manage lifting operations is one of the
most important factors in the safe use of cranes. Poor management, including
planning and supervision, is a contributory cause of crane accidents, which result not
only in significant damage to plant, but also in severe injury to those doing the
work or those nearby. After training, candidates ought to work under the supervision
of an experienced appointed person until their employer has assessed them as
competent to perform their duties
Training of personnel should be treated as an important
element in the overall planning and supervision of safe lifting
operations. Therefore, the employer should:
a) use appropriate procedures to ensure that suitable potential
trainees are selected.
b) provide adequate basic training in the role of the appointed
person, including the principles of crane and lifting accessory
selection, planning, supervision, operation, slinging, signalling,
inspection, maintenance and thorough examination.
Employer’s duties c) train employees in the identification of hazards on sites
where lifting operations are to take place and suitable control
measures to reduce the level of residual risk within a safe
system of work
d) ensure that only employees who have been assessed as
reaching an adequate level of competence are authorized to
act as appointed persons.
e) provide adequate supervision so that the competence of
appointed persons can be monitored and the need for any
refresher training assessed.
An assessment should be made of the extent of training
needed for an individual, taking account of any previous
training and experience. When personnel are recruited, the
employer should check that their qualifications and experience
relate to the job they are to do. Where the type of crane(s) to
Assessment of be operated or the slinging procedures to be used are outside
training needs the employee’s previous experience, additional training should
be provided.

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Basic training covers the principles, both theoretical and

practical, governing the management of lifting operations with
cranes.
A basic training course is usually designed with the
requirements of novice potential appointed persons in mind,
but it would be unwise to assume that more experienced
Basic training of
employees do not need basic training. LEEA acknowledge this
appointed persons
and with consent will allow members to run shorter courses
for those with experience, recognizing that less time is
necessary for training in the fundamental aspects.

A segregated area set aside for the purpose of training:

1) for mobile cranes, tower cranes, lorry loader cranes and
other types of mobile or portable lifting machines, the area
should be equivalent to the crane’s maximum radius
throughout its full slewing range, plus a provision for any
protruding load, plus two metres; and of firm, level ground
which can take the weight of the crane and the forces imposed
by the crane.
2) for overhead travelling cranes, portal cranes and other types
of permanently installed cranes, the area should be of
sufficient size to facilitate the full range of lifting operations to
Training venue which the training applies;
b) a range of different types of load, lifting accessories and
simulated hazards
c) a suitable classroom environment.
Where provided at the employer’s premises, training should
be carried out independently of the trainee’s normal work.
This means that the instructor and trainees, together with the
crane and loads, should, during the basic training, be wholly
devoted to that training.

A crane, together with a competent operator, should be

available at the training venue for the exclusive use of the
instructor and trainee for the purposes of training. Certain
crane types might also require a competent slinger-signaller.
The crane should have similar characteristics to the type the
Crane available for
trainee will be managing after training. It should be in good
training
condition, safe to use and accompanied by a current report of
thorough examination and all appropriate
instruction manuals.

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As far as possible, the instructor should ensure that the

training provided covers the type(s) of crane and the range of
loads, lifting accessories/attachments and conditions likely to
be experienced by the trainees, including any particular
hazards met in normal operations. The employer should
Appropriateness of ensure that if another organization carries out the training it is
training informed of the sort of work the trainee is likely to be doing.

Where the training provided is not specific to the type of lifting

operations that the trainee will be undertaking, their employer
should ensure that supplementary training and competency
assessment is undertaken.
The course should be both theoretical and practical in nature,
and sufficient to enable the trainee to master the necessary
skills

Course Structure The course should follow a carefully devised programme which
ensures that each knowledge requirement is introduced at an
appropriate point in the course, building from the simpler
tasks and allowing adequate time for learning and practice
before moving on
Theoretical topics
KLP
Enabling Objective Key Learning Point
No.
Demonstrate a an introduction to the course syllabus, with an
1.1
knowledge of the explanation of the importance of training;
legislation,
the relevant legal requirements, including those to do
regulations and
with crane construction, maintenance, thorough
standards governing 1.2
examination, documentation, record
the use of lifting
keeping and use.
equipment
An introduction to different types of lifting equipment
applicable to the course being delivered, such as
2.1
loader cranes, mobile cranes, crawler cranes, lifting
gantries, and overhead travelling cranes.
A more detailed introduction to cranes, explaining the
Demonstrate a
2.2 purpose of all main components, including the location
knowledge of Lifting
and function of controls, instruments.
Equipment and
The principles of mechanical, hydraulic, pneumatic and
Cranes used
2.3 electrical systems as they are relevant to the safe
operation cranes.
Pre-operational checks, reporting and operator level
2.4 maintenance in accordance with manufacturer’s
instructions.
Demonstrate a
The different responsibilities of all the individuals
knowledge of the 3.1
involved with a lifting operation.
roles and

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responsibilities of NOTE Reference can be made to relevant published

personnel involved material, including Standards and industry guidance.
in the lifting
operation
4.1 Site surveys and identification of hazards

4.2 Risk assessments and method statements

The siting of the crane, including the assessment of
strength and stability, and ground conditions, and the
4.3
calculation of the distribution of the total
load.
Drawings showing the area of the lifting operation,
4.4 including the position of the crane, pick up and lay
down locations, and immediate hazards.
The assessment of loads, including estimation of
4.5
weights and centres of gravity, and their stability.
Demonstrate a The assessment of lift categories, load complexities
knowledge of the 4.6
and environmental complexities
requirements for Load charts and the selection of cranes for different
Planning a safe lift 4.7
duties
operation Weather forecasts, measurement of wind speed and
4.8 determining limiting wind speeds for erection of the
crane and lifting operations.
Down-rating of lifting capacity for multiple lifting or
4.9
lifting loads with large sail areas
Good operating practices, including operation near
4.10 other plant equipment, precautions near overhead
lines, structures, etc.
4.11 Precautions to be taken when lifting persons.
Communication with site managers, principal
4.12 contractors and others in the
area of the planned lifting operation.
An introduction to the different types of lifting
5.1 accessories, and their functions, limitations and
potential causes of failure.
The routine care, inspection and maintenance of lifting
5.2 accessories and reporting of defects, including the
Demonstrate a criteria for rejection and actions to be taken.
knowledge of lifting Calculate:
accessories 5.3 1. Sling Sizes
2. Sling Angles
Explain Slinging Techniques for:
1. Balanced Loads
5.4
2. Unbalanced Loads
3. Loose Loads

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the selection and correct use of appropriate lifting

accessories, including
methods of slinging, the methods of rating for multi-
5.5 legged slings, the concepts of working load limit and
rated capacity, interpretation of markings and down-
rating of lifting accessories for any particular adverse
conditions of use.
Demonstrate a Methods:
knowledge of crane 6.1 1. Hand Signals
communications: 2. Radio
Demonstrate a
briefing of lifting team members in the details of the
knowledge of lift 7.1
lift plan
plan briefing
Practical Topics
Safe system of work comprising:
Carrying out a site survey and preparing a drawing
showing the intended position of the crane

Selecting suitable cranes for different lifting operations

Assessing loads, crane lifting duties and correct lifting

accessories

Preparing the risk assessment and method statement

Carrying out a site survey to check that there have

been no significant changes or additional hazards
8.1
Demonstrate in introduced from those identified in the lift plan
teams the ability of
putting theoretical Checking the access and egress routes of the crane
Knowledge into from the lifting area
practice by
conducting a live Checking the load(s) to be lifted match the descriptions
lifting operation on the lift plan

Checking that the crane and any lifting attachments

provided match those selected in the lift plan,
including the lifting capacities and physical dimensions
of the crane

Understand the importance of Pre-Use Inspections:

Check reports of thorough examination for the crane,
lifting attachments and accessories.
8.2
Check that pre-use checks have been undertaken by
the crane operator and slinger-signallers.

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Check Lifting accessories selected in the lift plan are

present.
Checking that an exclusion zone has been established
8.3
around the lifting area.
Briefing the lifting team (slinger-signaller and operator)
8.4
on the details of the lift plan.
Supervise:
Supervise the siting and setting up of the crane in
preparation for the lifting operation.

Check that the crane has been set up in accordance

8.5 with the lift plan.

Supervise the lifting operation.

Check that the crane is stowed correctly and prepared

for travel.
Appointed persons and crane supervisors should also be given
training in slinging because they need an appreciation of those
Training in slinging
skills and they could be acting as the slinger-signaller during
lifting operations
The success of any training depends largely on the
effectiveness of the instructors.
Instructors
Training should be carried out by people who have been
selected and trained for the purpose.
Appraisal and authorization
Continuous assessment of a trainee’s progress should be made
by the instructor during training to ensure the required
General
standards are reached at each stage, monitored and
maintained.
1. health and safety legislation
2. British standards for safe use of cranes
3. Identification of site hazards
4. Assessment of loads
5. Crane selection
6. Where appropriate for the crane type in use, the
assessment of ground conditions and the calculation of
the distribution of the total load
Assessment
7. Selection of lifting accessories and attachments
8. Crane signals
Preparation of a lift plan for a theoretical lifting operation,
including
1. A drawing of the site showing all significant hazards
and the intended position of the crane
2. Assessment of the load to be lifted
3. Details of the crane selected for the lifting operation

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4. Details of the lifting accessories or attachments

selected for the lifting operation
5. A risk assessment and method statement
Trainees who have satisfactorily completed a training course
should be awarded a certificate to that effect. The employee,
Training records and
or the employer on their behalf, and the accrediting body
certification
should keep records of training carried out and the results
of tests undertaken
The employer should give specific authorization to employees
to act as appointed persons or crane supervisors. The
Authorization of employer should be satisfied that the employee has had
employees appropriate training and is competent to manage and
supervise lifting operations with the types of cranes they will
use.
Even after training has been completed and authorization
given, a periodic assessment of personnel should be carried
out to determine continued competence.

The assessment should consider the range and type of lifting

operations being managed and supervised and whether prior
training is suitable and sufficient.
Continuing
assessment
To complement this, formal refresher training, including re-
assessment, should be carried out routinely every five years. It
might be required earlier, for example, in the event of long
periods of inactivity.

The employer should advise employees of the outcome of

periodic assessment and any required supplementary training.

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Training Course Outline

Crane Supervisor Duration Minimum 4 Days

Course Name
Maximum Numbers per Course 6 Students
Training
To undertake the duties of a Crane Supervisor for lifting operations
Objectives
The employment of a competent person to Supervise lifting operations is one of the
most important factors in the safe use of cranes. Poor management, including
planning and supervision, is a contributory cause of crane accidents, which result not
only in significant damage to plant, but also in severe injury to those doing the
work or those nearby. After training, candidates ought to work under the supervision
of an experienced crane supervisor until their employer has assessed them as
competent to perform their duties
Training of personnel should be treated as an important
element in the overall planning and supervision of safe lifting
operations. Therefore, the employer should:
a) use appropriate procedures to ensure that suitable potential
trainees are selected.
b) provide adequate basic training in the role of the Crane
Supervisor, including the principles of crane and lifting
accessory selection, planning, supervision, operation, slinging,
signalling, inspection, maintenance and thorough examination.
Employer’s duties c) train employees in the identification of hazards on sites
where lifting operations are to take place and suitable control
measures to reduce the level of residual risk within a safe
system of work
d) ensure that only employees who have been assessed as
reaching an adequate level of competence are authorized to
act as a crane supervisor.
e) provide adequate supervision so that the competence of
crane supervisor can be monitored and the need for any
refresher training assessed.
An assessment should be made of the extent of training
needed for an individual, taking account of any previous
training and experience. When personnel are recruited, the
employer should check that their qualifications and experience
relate to the job they are to do. Where the type of crane(s) to
Assessment of be operated or the slinging procedures to be used are outside
training needs the employee’s previous experience, additional training should
be provided.

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 Document Reference LEEA 039(a)

Basic training covers the principles, both theoretical and

practical, governing the management of lifting operations with
cranes.
A basic training course is usually designed with the
requirements of novice potential appointed persons in mind,
but it would be unwise to assume that more experienced
Basic training of
employees do not need basic training. LEEA acknowledge this
crane supervisors
and with consent will allow members to run shorter courses
for those with experience, recognizing that less time is
necessary for training in the fundamental aspects.

A segregated area set aside for the purpose of training:

1) for mobile cranes, tower cranes, lorry loader cranes and
other types of mobile or portable lifting machines, the area
should be equivalent to the crane’s maximum radius
throughout its full slewing range, plus a provision for any
protruding load, plus two metres; and of firm, level ground
which can take the weight of the crane and the forces imposed
by the crane.
2) for overhead travelling cranes, portal cranes and other types
of permanently installed cranes, the area should be of
sufficient size to facilitate the full range of lifting operations to
Training venue which the training applies;
b) a range of different types of load, lifting accessories and
simulated hazards
c) a suitable classroom environment.
Where provided at the employer’s premises, training should
be carried out independently of the trainee’s normal work.
This means that the instructor and trainees, together with the
crane and loads, should, during the basic training, be wholly
devoted to that training.

A crane, together with a competent operator, should be

available at the training venue for the exclusive use of the
instructor and trainee for the purposes of training. Certain
crane types might also require a competent slinger-signaller.
The crane should have similar characteristics to the type the
Crane available for
trainee will be managing after training. It should be in good
training
condition, safe to use and accompanied by a current report of
thorough examination and all appropriate
instruction manuals.

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 Document Reference LEEA 039(a)

As far as possible, the instructor should ensure that the

training provided covers the type(s) of crane and the range of
loads, lifting accessories/attachments and conditions likely to
be experienced by the trainees, including any particular
hazards met in normal operations. The employer should
Appropriateness of ensure that if another organization carries out the training it is
training informed of the sort of work the trainee is likely to be doing.

Where the training provided is not specific to the type of lifting

operations that the trainee will be undertaking, their employer
should ensure that supplementary training and competency
assessment is undertaken.
The course should be both theoretical and practical in nature,
and sufficient to enable the trainee to master the necessary
skills

Course Structure The course should follow a carefully devised programme which
ensures that each knowledge requirement is introduced at an
appropriate point in the course, building from the simpler
tasks and allowing adequate time for learning and practice
before moving on
Theoretical topics
KLP
Enabling Objective Key Learning Point
No.
Demonstrate a an introduction to the course syllabus, with an
1.1
knowledge of the explanation of the importance of training;
legislation,
the relevant legal requirements, including those to do
regulations and
with crane construction, maintenance, thorough
standards governing 1.2
examination, documentation, record
the use of lifting
keeping and use.
equipment
An introduction to different types of lifting equipment
applicable to the course being delivered, such as
2.1
loader cranes, mobile cranes, crawler cranes, lifting
gantries, and overhead travelling cranes.
A more detailed introduction to cranes, explaining the
Demonstrate a
2.2 purpose of all main components, including the location
knowledge of Lifting
and function of controls, instruments.
Equipment and
The principles of mechanical, hydraulic, pneumatic and
Cranes used
2.3 electrical systems as they are relevant to the safe
operation cranes.
Pre-operational checks, reporting and operator level
2.4 maintenance in accordance with manufacturer’s
instructions.
Demonstrate a
The different responsibilities of all the individuals
knowledge of the 3.1
involved with a lifting operation.
roles and

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 Document Reference LEEA 039(a)

responsibilities of NOTE Reference can be made to relevant published

personnel involved material, including Standards and industry guidance.
in the lifting
operation
4.1 Site surveys and identification of hazards

4.2 Risk assessments and method statements

The siting of the crane, including the assessment of
strength and stability, and ground conditions, and the
4.3
calculation of the distribution of the total
load.
Drawings showing the area of the lifting operation,
4.4 including the position of the crane, pick up and lay
down locations, and immediate hazards.
The assessment of loads, including estimation of
4.5
weights and centres of gravity, and their stability.
Demonstrate a The assessment of lift categories, load complexities
knowledge of the 4.6
and environmental complexities
requirements for Load charts and the selection of cranes for different
Planning a safe lift 4.7
duties
operation Weather forecasts, measurement of wind speed and
4.8 determining limiting wind speeds for erection of the
crane and lifting operations.
Down-rating of lifting capacity for multiple lifting or
4.9
lifting loads with large sail areas
Good operating practices, including operation near
4.10 other plant equipment, precautions near overhead
lines, structures, etc.
4.11 Precautions to be taken when lifting persons.
Communication with site managers, principal
4.12 contractors and others in the
area of the planned lifting operation.
An introduction to the different types of lifting
5.1 accessories, and their functions, limitations and
potential causes of failure.
The routine care, inspection and maintenance of lifting
5.2 accessories and reporting of defects, including the
Demonstrate a criteria for rejection and actions to be taken.
knowledge of lifting Calculate:
accessories 5.3 2. Sling Sizes
2. Sling Angles
Explain Slinging Techniques for:
3. Balanced Loads
5.4
4. Unbalanced Loads
3. Loose Loads

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 Document Reference LEEA 039(a)

the selection and correct use of appropriate lifting

accessories, including
methods of slinging, the methods of rating for multi-
5.5 legged slings, the concepts of working load limit and
rated capacity, interpretation of markings and down-
rating of lifting accessories for any particular adverse
conditions of use.
Demonstrate a Methods:
knowledge of crane 6.1 3. Hand Signals
communications: 4. Radio
Demonstrate a
briefing of lifting team members in the details of the
knowledge of lift 7.1
lift plan
plan briefing
Practical Topics
Carrying out a site survey to check that there have
been no significant changes or additional hazards
introduced from those identified in the lift plan

Checking the access and egress routes of the crane

from the lifting area

8.1 Checking the load(s) to be lifted match the descriptions

on the lift plan

Checking that the crane and any lifting attachments

provided match those selected in the lift plan,
including the lifting capacities and physical dimensions
Demonstrate in
of the crane
teams the ability of
putting theoretical
Understand the importance of Pre-Use Inspections:
Knowledge into
Check reports of thorough examination for the crane,
practice by
lifting attachments and accessories.
conducting a live
lifting operation
8.2 Check that pre-use checks have been undertaken by
the crane operator and slinger-signallers.

Check Lifting accessories selected in the lift plan are

present.
Checking that an exclusion zone has been established
8.3
around the lifting area.
Briefing the lifting team (slinger-signaller and operator)
8.4
on the details of the lift plan.
Supervise:
Supervise the siting and setting up of the crane in
8.5
preparation for the lifting operation.

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 Document Reference LEEA 039(a)

Check that the crane has been set up in accordance

with the lift plan.

Supervise the lifting operation.

Check that the crane is stowed correctly and prepared

for travel.
Crane supervisors should also be given training in slinging
Training in slinging because they need an appreciation of those skills and they
could be acting as the slinger-signaller during lifting operations
The success of any training depends largely on the
effectiveness of the instructors.
Instructors
Training should be carried out by people who have been
selected and trained for the purpose.
Appraisal and authorization
Continuous assessment of a trainee’s progress should be made
by the instructor during training to ensure the required
General
standards are reached at each stage, monitored and
maintained.
1. health and safety legislation
2. British standards for safe use of cranes
3. Identification of site hazards
4. Assessment of loads
5. Crane selection
6. Where appropriate for the crane type in use, the
assessment of ground conditions and the calculation of
the distribution of the total load
7. Selection of lifting accessories and attachments
8. Crane signals
A practical test of supervising a lifting operation, including:
1. carrying out a site survey to check that there have
been no significant changes or additional hazards
introduced from those identified in the lift plan,
Assessment
including access and egress of the crane from the
lifting area
2. Checking that the load(s) to be lifted matches the
descriptions on the lift plan
3. Checking that the crane and any lifting attachments
provided match those selected in the lift plan,
including a check on the lifting capacities and physical
dimensions of the crane
4. Checking that the lifting accessories selected in the lift
plan are present
5. Checking reports of thorough examination for the
crane, lifting attachments and accessories
6. Checking that pre-use checks have been undertaken
by the crane operator and slinger-signallers

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 Document Reference LEEA 039(a)

7. Checking that an exclusion zone has been established

around the lifting area
8. Briefing the lifting team (slinger-signaller and
operator) on the details of the lift plan
9. Supervising the siting and setting up of the crane in
preparation for the lifting operation
10. Checking that the crane has been set up in accordance
with the lift plan
11. Checking the weather forecast and wind speed
12. Supervising the lifting operation
13. Checking that the crane is stowed correctly and
prepared for travel
Trainees who have satisfactorily completed a training course
should be awarded a certificate to that effect. The employee,
Training records and
or the employer on their behalf, and the accrediting body
certification
should keep records of training carried out and the results
of tests undertaken
The employer should give specific authorization to employees
to act as appointed persons or crane supervisors. The
Authorization of employer should be satisfied that the employee has had
employees appropriate training and is competent to manage and
supervise lifting operations with the types of cranes they will
use.
Even after training has been completed and authorization
given, a periodic assessment of personnel should be carried
out to determine continued competence.

The assessment should consider the range and type of lifting

operations being managed and supervised and whether prior
training is suitable and sufficient.
Continuing
assessment
To complement this, formal refresher training, including re-
assessment, should be carried out routinely every five years. It
might be required earlier, for example, in the event of long
periods of inactivity.

The employer should advise employees of the outcome of

periodic assessment and any required supplementary training.

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 Document Reference LEEA 039(a)

Training Course Outline

Lifting and Slinging Duration Minimum 2 Days

Course Name
Maximum Numbers per Course 8 Students
Training
To undertake the duties of a Slinger / Banksman for lifting operations
Objectives
The employment of a competent person to conduct slinging operations is an
important role within lifting operations. Poor slinging is a contributory cause of crane
accidents, which result not only in significant damage to plant, but also in severe injury
to those doing the work or those nearby. Training enables suitable employees to learn
the basic elements of lifting operations. After training, candidates ought to work
under the supervision of an experienced slinger until their employer has assessed
them as competent to perform their duties
Machines which can be converted to be used as cranes
(e.g. forklift trucks), which are particularly simple in operation (e.g. hoists used by
machine operators) or are special in their design or use present different problems
and are not covered. Further recommendations for particular types of crane are
provided in crane-specific parts of BS 7121.
Training of Slingers should be treated as an important element
in the overall lifting operations. Therefore, the employer
should:
a) use appropriate procedures to ensure that suitable potential
trainees are selected.
b) provide adequate basic training in the role of the slinger,
including the principles British Legislation, lifting accessories
including selection, slinging, signalling, Pre-use inspection.
c) train employees in the identification of hazards on sites
Employer’s duties
where lifting operations are to take place and suitable control
measures to reduce the level of residual risk within a safe
system of work
d) ensure that only employees who have been assessed as
reaching an adequate level of competence are authorized to
act as a slinger.
e) provide adequate supervision so that the competence of a
slinger can be monitored and the need for any refresher
training assessed.
An assessment should be made of the extent of training
needed for an individual, taking account of any previous
Assessment of
training and experience. When personnel are recruited, the
training needs
employer should check that their qualifications and experience
relate to the job they are to do.

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 Document Reference LEEA 039(a)

Where the type of crane(s) to be operated or the slinging

procedures to be used are outside the employee’s previous
experience, additional training should be provided.
Basic training covers the principles, both theoretical and
practical.
A basic training course is usually designed with the
requirements of novice potential slingers persons in mind, but
Basic training of it would be unwise to assume that more experienced
Slingers employees do not need basic training.

In addition to basic slinging techniques, the training should be

related to the type of load and slinging techniques that the
trainee will encounter in their employment.
A segregated area set aside for the purpose of training:

1) for mobile cranes, tower cranes, lorry loader cranes and

other types of mobile or portable lifting machines, the area
should be equivalent to the crane’s maximum radius
throughout its full slewing range, plus a provision for any
protruding load, plus two metres; and of firm, level ground
which can take the weight of the crane and the forces imposed
by the crane.

2) for overhead travelling cranes, portal cranes and other types

of permanently installed cranes, the area should be of
Training venue
sufficient size to facilitate the full range of lifting operations to
which the training applies;
b) a range of different types of load, lifting accessories and
simulated hazards
c) a suitable classroom environment.

Where provided at the employer’s premises, training should

be carried out independently of the trainee’s normal work.
This means that the instructor and trainees, together with the
crane and loads, should, during the basic training, be wholly
devoted to that training.
There should be a good range of lifting accessories for the
lifting/load-lifting attachments available, including, where
possible, any special purpose accessories for lifting/load-lifting
attachments which the trainee is likely to use.

Training equipment The accessories for lifting/load-lifting attachments should be in

good condition and safe for whatever operations are being
covered.
Attachments should be representative of commonly found
faults.

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A crane, together with a competent operator, should be

available at the training venue for the exclusive use of the
instructor and trainee for the purposes of training. Certain
crane types might also require a competent slinger-signaller.
Crane available for The crane should have similar characteristics to the type the
training trainee will be using after training. It should be in good
condition, safe to use and accompanied by a current report of
thorough examination and all appropriate
instruction manuals.

As far as possible, the instructor should ensure that the

training provided covers the range of load calculations, lifting
accessories/attachments and conditions likely to be
experienced by the trainees.

Appropriateness of Method of Testing should be by a Theoretical exam and

training Practical assessment

Where the training provided is not specific to the type of lifting

operations that the trainee will be undertaking, their employer
should ensure that supplementary training and competency
assessment is undertaken.
Theoretical topics
KLP
Enabling Objective Key Learning Point
No.
Demonstrate a An introduction to the course syllabus, with reasons
1.1
knowledge of the for training
legislation,
regulations and
relevant legal requirements and published guidance
standards governing 1.2
material
the use of lifting
equipment
An introduction to the different types of lifting
accessories for lifting/load-lifting attachments, and
2.1
their functions, limitations, and possible causes of
failure
Demonstrate a
Routine care, inspection, maintenance and reporting of
knowledge Lifting 2.2
defects
Equipment used
The criteria for rejection (although it is not expected
that a trainee has sufficient knowledge or experience
2.3
to be able to act as a competent person to carry out a
thorough examination)
Demonstrate how to
3.1 An introduction to lift and slinging plans
read lift plans
Demonstrate how to Assessment of loads, including estimation of weights
4.1
assess loads and centres of gravity

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Selection of lifting accessories in accordance with a lift

plan, correct use and practice in the use of appropriate
lifting accessories for lifting/load-lifting attachments,
including methods of slinging, the methods of rating
Demonstrate how to
5.1 for multi-legged slings, the concepts of working load
select lifting
limit and safe working load, interpretation of markings,
equipment
and down-rating of lifting accessories for lifting/load-
lifting attachments for any particular adverse
conditions of use
Demonstrate how to Methods:
use correct slinging 6.1 1. Hand Signals
signals 2. Radio
Practical Topics
Selecting accessories for lifting/load-lifting
7.1 attachments for loads in accordance with lift plan

Correct Crane Signals

7.2
Demonstrate how to
Carry out a safe Pre-use checks of lifting accessories
7.3
lifting operation in
accordance with a Particular hazards or situations which the employee is
lift plan 7.4 likely to encounter in the normal job.

Conduct varies lifts with different lifting equipment

7.5 and different loads

Appraisal and authorization

General Continuous assessment of a trainee’s progress should be made

by the instructor during training to ensure the required
standards are reached at each stage, monitored and
maintained.
Slinger-signaller’s Slinger-signallers should also be assessed by means of a
test suitable test which confirms their ability to perform their
duties satisfactorily
Complete a Safe Lifting Operation:

1. Load one with uniform dimensions and well balanced with a

Practical Test
central centre of gravity
2. Load two should be of a non-uniform size with an off
centre, centre of gravity
Trainees who have satisfactorily completed a training course
should be awarded a certificate to that effect.
Training records and
certification Where training has been given in a number of stages the
trainee, or employer on their behalf, should keep a record of
what training has been carried out.

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The employer should:

a) give specific authorization to employees to act as slinger-
signallers
Authorization of
b) be satisfied that each employee has had appropriate
employees
training and is competent to do the job

c) keep records of all authorizations

Even after training has been completed and authorization

given, a periodic assessment of personnel should be carried
Continuing out to determine continued competence. Formal refresher
assessment training and re-assessment might also be considered
appropriate, and reference should be made to the part of
BS 7121 applicable to the equipment type.

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Training Course Outline

Electric Overhead
Travelling Crane Duration Minimum 2 Days
Course Name Operation & Slinging
Maximum Numbers per Course 4 Students
Training
To undertake the duties of Overhead crane operator and slinger
Objectives
The employment of competent, trained operators and slinger-signallers is one of the
important factors in the safe use of cranes. Inadequate employee training is a
contributory cause of crane accidents, which result not only in significant damage to
plant, but also in severe injury to those doing the work or those nearby. Training
enables suitable employees to learn the basic elements of crane driving and slinging
which, with experience, help them to become competent.
Training of personnel should be treated as an important
element in the overall safe planning and supervision of lifting
operations. Therefore, the employer should:
a) use appropriate procedures to ensure that suitable potential
trainees are selected
b) provide adequate basic training in the principles of crane
operation and slinging
c) train employees in the use of the particular equipment they
Employer’s duties are expected to use, and instruct them in the jobs they are
required to do and any particular hazards of the sites where
they could work
d) ensure that only employees who have been assessed as
reaching an adequate level of competence are authorized to
operate the crane or undertake slinging duties
e) provide adequate supervision so that the competence of
operators and slinger-signallers can be monitored and the
need for any refresher training assessed.
Following selection, or as part of it, an assessment should be
made of the extent of training which is needed for an
individual, bearing in mind that this could be influenced by any
previous training and experience. When an operator or
slinger-signaller is recruited, the employer should check that
their qualifications and experience relate to the job they are to
do. Where the type of crane to be operated or the slinging
Assessment of
procedures to be used are outside the employee’s
training needs
previous experience, additional training should be provided. In
any event, some further training is likely to be necessary to
familiarize the employee with specific requirements of the
new job. A record of the assessment should be retained and
an individual training plan developed.

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Basic training covers the principles, both theoretical and

practical, governing the safe operation of a given type of
crane.
A basic training course is usually designed with the
Basic training of requirements of novice operators in mind, but it would be
Operators unwise to assume that more experienced employees do not
need basic training. Many training organizations acknowledge
this and run short courses for those with experience,
recognizing that less time is necessary for training in the
fundamental aspects.
Training should be given either at a suitable training centre or
at the employer’s premises. Where it is given at the
employer’s premises, it should (at least for the larger and more
Training venue complex cranes) be carried out independently of the trainee’s
normal work. This means that the instructors and trainees,
together with the crane and loads should, during the basic
training, be wholly devoted to that training.
A crane used for training should have similar characteristics to
the type the trainee would normally use after training. It
Crane available for
should be in good condition, have a current report of thorough
training
examination and be suitable for the particular lifting
operations that will be undertaken.
Where possible, access to the training area should, for safety
reasons, be restricted to the instructor and trainees. If there is
access by other people, e.g. when training on an overhead
travelling crane is conducted in an occupied workshop,
Training area access
precautions should be taken to ensure that all personnel
are made aware of the situation, the area is appropriately
marked, and people not involved in the training are adequately
protected.
As far as possible the training should include practice in the
range of loads and conditions likely to be met by the trainees,
including any particular hazards met in normal operations. The
employer should ensure that if another organization carries
out the training it is informed of the sort of work which the
trainee is likely to be doing. Where this is not achievable,
Appropriateness of
further work-based instruction in company-specific procedures
training
and handling of products should be provided by the employer.
This should be a documented process.

Method of Testing should be by a Theoretical exam and

Practical assessment

Suitable facilities and training aids should be available so that

Facilities and the instructor can cover the theory of crane operation under
training aids reasonable conditions.

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Theoretical topics
KLP
Enabling Objective Key Learning Point
No.
Demonstrate a An introduction to the course syllabus, with reasons
1.1
knowledge of the for training
legislation, Relevant legal requirements and published guidance
regulations and material
standards governing
1.2
the use of lifting
equipment and
Cranes
2.1 An introduction to the different types of lifting
accessories for lifting/load-lifting attachments, and
their functions, limitations, and possible causes of
Demonstrate a failure
knowledge Lifting
Equipment used 2.2 Routine care, inspection, maintenance and reporting of
defects
2.3 The criteria for rejection (although it is not expected
that a trainee has sufficient knowledge or experience
to be able to act as a competent person to carry out a
thorough examination)
Demonstrate how to 3.1 An introduction to lift and slinging plans
read lift plans
Demonstrate how to 4.1 Assessment of loads, including estimation of weights
assess loads and centres of gravity
5.1 Selection of lifting accessories in accordance with a lift
plan, correct use and practice in the use of appropriate
lifting accessories for lifting/load-lifting attachments,
Demonstrate how to including methods of slinging, the methods of rating
select lifting for multi-legged slings, the concepts of working load
equipment limit and safe working load, interpretation of markings,
and down-rating of lifting accessories for lifting/load-
lifting attachments for any particular adverse
conditions of use

Demonstrate how to 6.1 Methods:

use correct slinging 1. Hand Signals
signals 2. Radio

An introduction to cranes, explaining the purpose of all

main components, including the location and function
Demonstrate a 7.1
of controls, instruments, indicators and safety devices
knowledge of
Overhead Travelling
An introduction to the function of limiting and
Cranes
7.2 indicating devices fitted to cranes.

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Routine inspection, reporting, servicing, maintenance,

in accordance with the manufacturer’s instructions,
7.3 detailing those tasks which are generally within the
trainee’s responsibilities

Limitations on the uses of cranes, including the

relevance of the strength and stability of cranes, the
distribution of the total load (i.e. the load being lifted
7.4
and the load due to the equipment’s weight)
through the supports, e.g. building structures, and
dynamic, e.g. shock and wind, loadings

Good operating practices, including operation near

other cranes, precautions near overhead lines,
7.5
structures, etc., and multiple lifting.

Maintenance of relevant records, including, where

7.6 appropriate, the relevant statutory forms.

Pendant Control
1. Identification of controls
8.1
2. Mode of operation
3. Safety precautions

Demonstrate a Infra-Red Control

knowledge of 1. Identification of controls
8.2
different control 2. Mode of operation
devices including: 3. Safety precautions

Radio Control
1. Identification of controls
8.3
2. Mode of operation
3. Safety precautions

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Cab Control
1. Identification of controls
8.4
2. Mode of operation
3. Safety precautions

Practical Topics
Routine inspection, maintenance and reporting of
9.1 defects and, where necessary, completion of relevant
records.
Assessment of loads, crane lifting duties and selection
of correct cranes and lifting accessories for lifting/load-
lifting attachments to the extent necessary to verify
9.2
that the operator can safely undertake the planned
lifting operation as defined within the lift plan/safe
system of work.
Elementary operation of all controls under “no-load”
9.3
Demonstrate how to conditions.
Carry out a safe Using the crane to lift and position loads in
lifting operation progressively more demanding situations, both for the
in accordance crane and the operator, using as many configurations
9.4
with a lift plan of the crane as is practicable, including travelling with
a load and, if appropriate, multiple lifting and use near
structures.
Practice in working with a signaller – whilst not all
crane types and lifts require the use of a signaller, all
9.5
crane operators should be able to work with a signaller
when necessary.
9.6 Use and testing of safety devices.
Procedures for isolating the crane for maintenance,
9.7 etc., including the proper use of permits to work where
appropriate to the type of crane.
At the end of the training programme, crane operators
should take a test (Which may be partly written) to
determine their ability to perform the following tasks
satisfactorily:
1. Routine maintenance, safety checks and
Assessment inspections and completion of records
10.1
Methods 2. Use and testing of safety devices
3. Handling different loads in a variety of
conditions and, if appropriate, crane
configurations
4. Use of correct and adequate signalling
techniques

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5. Slinger-signallers should also be assessed by

means of a suitable test which confirms their
ability to perform their duties satisfactorily
Conduct a load estimation and estimate the centre of
10.2
gravity of a load instructed by the trainer
10.3 Correct selection of lifting equipment
10.4 Conduct pre-use checks on crane and selected lifting
equipment
10.5 Swing control
10.6 Complete a safe lifting operation with a load of
uniform dimensions and well balanced with a central
centre of gravity. The load must travel thought a
course determined by the instructor
10.7 Complete a Second safe lifting operation with a load of
a non-uniform size with an off centre, centre of gravity.
The load must travel thought a course determined by
the instructor
Training records and Trainees who have satisfactorily completed a training course
certification should be awarded a certificate to that effect. Where training
has been given in a number of stages the trainee, or employer
on their behalf, should keep a record of what training
has been carried out.
Authorization of The employer should:
employees a) give specific authorization to employees to operate cranes
and/or act as slinger-signallers

b) be satisfied that each employee has had appropriate

training and is competent to do the job

c) keep records of all authorizations

d) notify operators which individual cranes or types of crane

they are authorized to operate.
Continuing Even after training has been completed and authorization
assessment given, a periodic assessment of personnel should be carried
out to determine continued competence.

Formal refresher training and re-assessment might also be

considered appropriate and reference should be made to the
part of BS 7121 applicable to the equipment type.

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Training Course Outline

Wire Rope Inspection Duration Minimum 2 Days

Course Name
Maximum Numbers per Course 10 Students

Training
Responsibilities for Wire Rope Examinations
Objectives

The employment of a competent person to understand the importance of wire rope

inspection within the lifting industry

Training of wire rope examiners should be treated as an

important element in the overall lifting industry

a) use appropriate procedures to ensure that suitable potential

trainees are selected.

b) provide adequate basic training in the role of the student,

including the principles of Legislation, manufacturing methods,
Employer’s duties terminology and wire discard criteria.

c) ensure that only employees who have been assessed as

reaching an adequate level of competence are authorized to
conduct wire rope examinations.

e) provide adequate supervision so that the competence of a

wire rope examiner can be monitored and the need for any
refresher training assessed.

An assessment should be made of the extent of training

needed for an individual, taking account of any previous
Assessment of
training and experience. When personnel are recruited, the
training needs
employer should check that their qualifications and experience
relate to the job they are to do.

Basic training covers the principles, both theoretical and

Basic training of practical.
Managers A basic training course is usually designed with the
requirements of lifting equipment examiners in mind.

a) a segregated area set aside for training:

Training venue b) a range of different types of wires should be made available

c) a suitable classroom environment.

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d) a suitable practical area

Where provided at the employer’s premises, training should

be carried out independently of the trainee’s normal work.

As far as possible, the instructor should ensure that the

training provided covers the range of wire ropes and
Appropriateness of conditions likely to be experienced by the trainees.
training
Method of Testing should be by a Theoretical exam and
Practical assessment(s)

Topics

KLP
Enabling Objective Key Learning Point
No.

1.1 An introduction to the course syllabus, with reasons

Demonstrate a
for training
knowledge of the
legislation, 1.2 Relevant legal requirements and published guidance
regulations and material
standards governing
the use of lifting British Standards
1.6 1. BSEN 13411 Pt 1-7
equipment
3. BS ISO 4309

Demonstrate a
knowledge of rope 2.1 Manufacture
manufacture and
the terminology
used in accordance 2.2 Wire Terminology
with BS EN 12385

Demonstrate a 3.1 Design & Construction

knowledge of rope
constructions and 3.2 Characteristics
characteristics

Demonstrate a
4.1 Terminations
knowledge of
terminations and
deterioration 4.2 Deterioration

Demonstrate a
5.1 Inspection procedure
knowledge of
inspection
procedures 5.2
Discard criteria

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Demonstrate a
knowledge of the
6.1 Certification
certification used for
wire rope

Wire Rope Examiners should also be assessed by

Theory Assessment 7.1 means of a suitable test which confirms their ability to
perform their duties satisfactorily.
Carry out a practical
inspection of wire 8.1 Practical inspection of wire rope
rope
Training records and Trainees who have satisfactorily completed a training course
certification should be awarded a certificate to that effect.

Where training has been given in a number of stages the

trainee, or employer on their behalf, should keep a record of
what training has been carried out.
Authorization of The employer should:
employees a) give specific authorization to employees to act as wire rope
examiners

b) be satisfied that each employee has had appropriate

training and is competent to do the job

c) keep records of all authorizations

Even after training has been completed and authorization

Continuing
given, a periodic assessment of personnel should be carried
assessment
out to determine continued competence.

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Training Course Outline

Wire Rope Socketing Duration Minimum 2 Days

Course Name
Maximum Numbers per Course 10 Students

Training Responsibilities for the Safe Working Practices for Wire Rope
Objectives Socketing

The employment of a competent person to understand the Safe Working Practices for
Wire Rope Socketing

Training of wire rope socketing should be treated as an

important element in the overall lifting industry

a) use appropriate procedures to ensure that suitable potential

trainees are selected.

b) provide adequate basic training in the role of the student,

including the principles British Legislation, Socketing
Employer’s duties applications, methods and inspection procedures

c) ensure that only employees who have been assessed as

reaching an adequate level of competence are authorized to
conduct a wire rope socketing course.

e) provide adequate supervision so that the competence of an

employee can be monitored and the need for any refresher
training assessed.

An assessment should be made of the extent of training

needed for an individual, taking account of any previous
Assessment of
training and experience. When personnel are recruited, the
training needs
employer should check that their qualifications and experience
relate to the job they are to do.

Basic training of Basic training covers the principles, both theoretical and
Student practical.

a) a segregated area set aside for training:

b) a range of different types of wires should be made available

c) a suitable classroom environment.

Training venue
d) a suitable practical area

Where provided at the employer’s premises, training should

be carried out independently of the trainee’s normal work.

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Appropriateness of Method of Testing should be by a Theoretical exam and

training Practical assessment(s)

Topics

KLP
Enabling Objective Key Learning Point
No.

Certificates
1.1
1. Certificate of Conformity

British Standards
Demonstrate a 1.2 1. BSEN 13411 Pt 4 (Socketing)
knowledge of the 2. BSEN 12385 Pt 1-4 (SWR)
legislation,
regulations and 1.3 Manufacture
standards governing
1.4 Terminology
wire rope
1.5 Characteristics

1.6 Equipment toolkit

2.1 Efficiency of terminations

2.2 Choice

2.3 Socket selection

Demonstrate a
knowledge of 2.4 How a socket works
Socketing
2.5 Socketing media
applications
2.6 Brushing & hooking

2.7 Reforming the brush

2.8 Cleaning
2.9 Sealing & temperature ranges
3.1 Preparation procedure

3.2 Measurements
Demonstrate a
knowledge of 3.3 Serving
Socketing Methods
3.4 Safety information

3.5 Mixing the resin

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3.6 Pouring the resin

KLP
Enabling Objective Key Learning Point
No.

Demonstrate a
4.1 Inspection after socketing
knowledge of the
inspection
4.2 In-service inspection
procedure
Theory Assessment 5.1 Theory exam

Carry out a safe

6.1 Practical socketing exercise
Socketing Operation
Trainees who have satisfactorily completed a training course
should be awarded a certificate to that effect.
Training records and
certification Where training has been given in a number of stages the
trainee, or employer on their behalf, should keep a record of
what training has been carried out.
Authorization of The employer should:
employees a) give specific authorization to employees to act
wireasrope
slinger-
signallers
socketing

b) be satisfied that each employee has had appropriate training and is competent to
training
do the job
and is competent to do the job

c) keep records of all authorizations

Continuing Even after training has been completed and authorization

assessment given, a periodic assessment of personnel should be carried
out to determine continued competence.

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