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Appendix 1

Standard LEEA Course Outlines

Document Reference LEEA-039a

Appendix 1
Standard LEEA course outlines:
Lifting and Slinging
Lifting Equipment Inspection
LOLER and PUWER
Management of Lifting and Slinging
Wire Rope Inspection
Wire Rope Socketing
Appointed Person
Forklift Truck Operation
Electric Overhead Travelling Crane Operation & Slinging
Electric Overhead Travelling Crane Operation
The above mentioned course outlines are provided to give an example of the content and layout of the
courses shown.

Version 7 March 2014

Document Originator K Crilly

Document Reference LEEA-039a

Training Course Outline


Course Name

Lifting And Slinging

Training Objective

To Act as a Slinger / Banksman (Part A)

Enabling Objective

Duration

KLP
No.

2 days
Method
of
Testing*

Key Learning Point

Carry out a brief covering: Health & Safety / Facilities / Refreshments

British & European Legislation


1.1

UK: Criminal & Civil Law


EU: Status in UK Law

Health & Safety at Work Summary


1.2

Section 2 Brief Outline


Section 6 CE marking
Section 7 & 8 - (Employees Duties)

Lifting Equipment Definitions &


Terminology

1.3
Demonstrate a knowledge of the
legislation, regulations and standards
governing the use of lifting equipment

Lifting Operation
Lifting Equipment
Lifting Accessories
Lifting Machine
Thorough Examination
In Service Inspection / Pre Use Check
Responsible Person
Working Load Limit (WLL)
Safe Working Load (SWL)
10. Factor of Safety
11. Mode Factor

PUWER 98

1.4

1.
2.
3.
4.
5.
6.

Regulation 3 - Application
Regulation 4 Suitability
Regulation 5 Maintenance
Regulation 6 Inspection
Regulation 8 Information & Instruction
Regulation 9 Training

LOLER 98

Regulation 2 Interpretation
Regulation 3 Application
Regulation 7 Marking
Regulation 8 Organisation
Regulation 9 - Thorough Examination
Regulation 10 - Reports & Defects

1.5

Requirements for a Pre Use Check

2.1

Calculate the forces in slings

T
T&P

Uniform Load Method


Demonstrate a knowledge of Force
Influences & Rating Methods

2.2

How it is calculated (mode Factors)


Identification
Use (All new slings)

Trigonometric Load Method


2.3

Demonstrate how to do Load Estimation

Version 7 March 2014

3.1

Old Equipment
Special Purpose Slings
Identification

Calculating Load Weight(s)


1. Importance
2.

Cubes & Cylinders

T&P

Document Originator K Crilly

Document Reference LEEA-039a

Course Name

Lifting & Slinging (Part B)

Enabling Objective

Demonstrate a knowledge of different


types of slings and how to carry out a pre
use check

KLP
No.

4.1

4.2

Method
of
Testing*

Key Learning Point


Textile Materials & Slings
1. Different Materials
2. Effects of Acids & Alkalis
3. Colour Code (Label & Material)
4. Different Sling Types
5. Pre Use Check (Faults)
Chain Slings
Types of Slings (Welded/Assembled)
Materials (HTS & Alloy)
Grade marks
Effects of Acids (Alloy Steel)
Different Types (Single/Multi Leg)
6. Pre Use Check (Faults)

Steel Wire Rope Slings


Demonstrate a knowledge of different
types of slings and how to carry out a pre
use check

4.3

Manufacture
Lays (Ordinary & Langs)
Different Terminations
Different Types (Single/Multi Leg)
Pre Use Check (Faults)

Sling Configurations
4.4

4.5
5.1

Straight Pull
Choke Hitch
Basket Hitch(s)
Single & Double Wrap
Back Hooking
Pocket Guides

Advantages / Disadvantages of different


Sling types
Shackles
Dee & Bow
Uses
Pre Use Check

T
T

Eyebolts
5.2

Demonstrate a knowledge of different


types of lifting accessories and how to
carry out a pre use check

5.3
5.4

Dynamo/Collared/Eyebolt with Link


Uses & Restrictions
Pre Use Check
New Types (Star)

Shortening Clutches
Types
Uses

Hooks
Types (Latch/Safety/Swivel)
Pre Use Check

T
T

Rigging Screws
5.5

Types
Uses (Inline Only)
Pre Use Check

Wire Rope Grips


5.6

Version 7 March 2014

Types
Uses
Correct Fitment
Pre Use Checks

Document Originator K Crilly

Document Reference LEEA-039a

Course Name

Lifting & Slinging (Part C)

Demonstrate a knowledge of how to


complete a lift plan

6.1

Complete a Lift Plan/Assessment

Demonstrate a knowledge of crane


signals in accordance with BS 7121

7.1

Correct Crane Signals

8.1

Correct Selection of Lifting Equipment

8.2

Complete a Safe Lifting Operation

Practical Assessment

* Method of testing is by either a Theoretical exam (T) or Practical (P) assessment

The lifting & Slinging course must consist of Part A & part C plus any or all of the Part B modules.
The course work for all of the above must be included and accredited before any single part can
be used separately.
Training Course Outline
Course Name

Lifting Equipment Inspection

Training Objective

To cover the requirements of Lifting Equipment Inspection

Enabling Objective

KLP
No.

Duration

2 days
Method
of
Testing*

Key Learning Point

Carry out a brief covering: Health & Safety / Facilities / Refreshments


1.1

British & European Legislation


1.
2.

UK: Criminal & Civil Law


EU: Status in UK Law

Health & Safety at Work Summary


1. Section 2 Employers Duties (Brief Outline)
1.2
2. Section 6 Machinery Directive (CE marking)
3. Section 7 & 8 - (Employees Duties)
Lifting Equipment Definitions &
Terminology

1.3
Demonstrate a knowledge of the
legislation, regulations and standards
governing the use of lifting equipment

1.
Lifting Operation
2.
Lifting Equipment
3. Lifting Accessories
4.
Lifting Machine
5.
Thorough Examination
6.
Pre Use Check
7.
Responsible Person
8.
Working Load Limit (WLL)
9.
Safe Working Load (SWL)
10.
Factor of Safety
11.
Mode Factor

LOLER 98
1.4

1.
2.
3.
4.

1.5

Requirements of an Inspection

1.6
1.7
Version 7 March 2014

Regulation 3 (Application)
Regulation 7 (Marking)
Regulation 8 (Organisation)
Regulation 9 (Thorough Examination)
5. Regulation 10 (Reports & Defects)

Certificates & Reports


1. Declaration of Conformity
2. Reports of Thorough Examination

British Standards

T
Document Originator K Crilly

Document Reference LEEA-039a

Identification of Materials:
Demonstrate a knowledge of the
different materials used in the
manufacture of lifting equipment

Demonstrate a knowledge of the stress


& strain that can occur in lifting
equipment

Course Name

2.1

2.2
3.1
3.2

1. Steels
2. Plastics
3. Textiles

Identification Marks:
1. Steels (4, 04, M, 8, T, V)
2. Textiles (Colour Code)

Stress
Strain
Permanent Set: (Elongation)
1. Permissible Limits
2. Identification

T
T
T

Lifting Equipment Inspection

Enabling Objective

KLP
No.

Demonstrate a knowledge of different


items of lifting equipment

Key Learning Point

Method
of
Testing*

Chain Slings

4.1

1.
2.
3.
4.
5.
6.
7.

Identification
Marking
Assembly
Chain Clutch
Hooks
Inspection
Rejection Criteria

Textile Slings Roundslings


Web Slings
4.2

1.
2.
3.
4.
5.
6.

Materials
Identification
Colour Coding
Effects of Acids/Alkalis
Inspection
Rejection Criteria

Steel Wire Rope


Steel Wire Rope Slings
4.3

1.
2.
3.
4.
5.
6.
7.

Manufacture
Construction
Lay
Broken Wires
Terminations
Inspection
Rejection Criteria

Shackles
4.4

1.
2.
3.
4.

Dee & Bow


Uses & Limitations
Inspection
Rejection Criteria

Eyebolts
1.
2.
4.53.
4.
5.

Dynamo/Collar/Eyebolt with Link


Uses & Limitations
Restrictions
Inspection
Rejection Criteria
6. New Products (Optional)

Rings & Links


1. Types
4.62. Uses & Limitations
3. Inspection
4. Rejection Criteria

4.7

Rigging Screws

T
T

1. Types
2. Uses & Limitations (Inline Only)
Version 7 March 2014

Document Originator K Crilly

Document Reference LEEA-039a

3. Inspection & Rejection Criteria


Hand Chain Blocks
1. Lifting Chain
4.82. Uses & Limitations
3. Inspection
4. Rejection Criteria

Lever Hoists
1. Uses & Limitations
4.92. Inspection
3. Rejection Criteria

Course Name

Lifting Equipment Inspection

Enabling Objective

KLP
No.

Method
of
Testing*

Key Learning Point


Jaw Winches i.e. Tirfor

1. Uses & Limitations


4.102. Ropes
3. inspection
4. Rejection Criteria

4.11

Jacks Manual / Hydraulic

Fibre Rope
1.
2.
4.123.
4.

Materials
Identification
Uses
Inspection
5. Rejection Criteria

Demonstrate a knowledge of the


different methods of testing lifting
equipment

Carry out an examination of various


Items of Lifting Equipment

5.1

Proof Load testing

5.2

Factors of Safety

5.3

WLL & SWL

5.4

Destructive & Non Destructive Tests

5.5

Calculating WLL/SWL

6.1

Mechanically Assembled Chain Sling

6.2

Textile sling

6.3

Steel Wire Rope Sling

6.4

Shackle(s)

6.5

Eyebolt(s)

6.6

Hand Operated Chain Block

6.7

Lever Hoist

6.8

Jaw winches i.e. Tirfor

6.9

Jacks Manual / Hydraulic

* Method of testing is by either a Theoretical exam (T) or Practical (P) assessment


Version 7 March 2014

Document Originator K Crilly

Document Reference LEEA-039a

Training Course Outline


Course Name

LOLER and PUWER

Training Objective

To cover the requirements of LOLER and PUWER


KLP
No.

Enabling Objective

Duration

day

Key Learning Point

Carry out a brief covering: Health and Safety / Facilities / Refreshments


1.1

Old Legislation

1.2

Health and Safety at Work Act Etc 1974

1.3

European Directives

Machinery Directive
Use of Work Equipment Directive

1.4

Status of PUWER and LOLER

1.5

Risk Assessment(s)
PUWER:

1.6
Have a knowledge of the
legislation and regulations
covering lifting equipment

Regulation 2 - Interpretation
Regulation 3 - Application
Regulation 4 - Suitability of work equipment
Regulation 5 - Maintenance
Regulation 6 - Inspection
Regulation 8 - Information and instructions
Regulation 9 - Training
Regulation 10 - Conformity with Community requirements
Regulations 11 to 19
Regulations 22 to 29

LOLER:

1.7

1.8

Regulation 2 - Interpretation
Regulation 3 - Application
Regulation 4 - Strength and stability
Regulation 5 - Lifting equipment for lifting persons
Regulation 6 - Positioning and installation
Regulation 7 - Marking of lifting equipment
Regulation 8 - Organisation of lifting operations
Regulation 9 - Thorough examination and inspection
Regulation 10 - Reports and defects
SCHEDULE 1
Regulation 11 - Keeping of information
Status of documentation issued under older legislation

Training Course Outline


Course Name

Management of Lifting and Slinging

Training Objective

Responsibilities for Managing Lifting Operations

Version 7 March 2014

Duration

2 days

Document Originator K Crilly

Document Reference LEEA-039a

Enabling Objective

KLP
No.

Method
of
Testing*

Key Learning Point

Carry out a brief covering: Health and Safety / Facilities / Refreshments


1.1

British & European Legislation


1.
2.

UK: Criminal & Civil Law


EU: Status in UK Law

Health & Safety at Work Summary


1.
1.22.

3.

Section 2 Brief Outline


Section 6 CE marking
Section 7 & 8 - (Employees Duties)

Lifting Equipment Definitions &


Terminology

Demonstrate a knowledge of the


legislation, regulations and standards
governing the use of lifting equipment

1.
2.
3.
4.
1.35.
6.
7.
8.
9.
10.

11.

Lifting Operation
Lifting Equipment
Lifting Accessories
Lifting Machine
Thorough Examination
Pre Use Check
Responsible Person
Working Load Limit (WLL)
Safe Working Load (SWL)
Factor of Safety
Mode Factor

LOLER 98
1.
2.
1.43.
4.

Demonstrate a knowledge of the


principles for the selection of lifting
equipment
Demonstrate a knowledge of slinging
methods
Demonstrate a knowledge of Force
Influences and Rating Methods
Demonstrate a knowledge of how to do
Load Estimation

Demonstrate a knowledge of different


types of slings

5.
6.
1.5 Requirements for a Pre Use Check

2.1

Marking

2.2

Storage

2.3

Certification

3.1

Design of slings

3.2

Different types of slings

4.1

Calculate the forces in slings

4.2

Uniform Load Method

4.3

Trigonometric Load Method

5.1

Calculating Load Weight(s)

6.1

Textile Materials and Slings

6.2

Chain Slings

6.3

Steel Wire Rope Slings

6.4

Sling Configurations
Advantages/Disadvantages of different Sling
types

6.5

Version 7 March 2014

Regulation 2 (Interpretation)
Regulation 3 (Application)
Regulation 7 (Marking)
Regulation 8 (Organisation)
Regulation 9 (Thorough Examination)
Regulation 10 (Reports & Defects)

Document Originator K Crilly

Document Reference LEEA-039a

Course Name

Management of Lifting and Slinging


KLP
No.

Enabling Objective

Method
of
Testing*

Key Learning Point

Demonstrate a knowledge of how to


select appropriate Personal Protective
Equipment

7.1

Selection of PPE

T/P

Demonstrate a knowledge of the


correct crane signals in accordance
with BS 7121

8.1

Correct Crane Signals

T/P

9.1

Shackles

9.2

Eyebolts

9.3

Shortening Clutches

9.4

Hooks

9.5

Rigging Screws

9.6

Wire Rope Grips

10.1

Correct Selection of Lifting Equipment

10.2

Safe Lifting Operation

Demonstrate a knowledge of different


types of lifting accessories

Practical Assessment

* Method of testing is by either a Theoretical exam (T) or Practical (P) assessment

Training Course Outline


Course Name

Wire Rope Inspection

Training Objective

The requirements of Wire Rope Inspection

Enabling Objective

Duration

KLP
No.

Key Learning Point

2 days

Method
of
Testing*

Carry out a brief covering: Health & Safety / Facilities / Refreshments


Demonstrate a knowledge of the
legislation, regulations and standards
governing wire rope

British & European Legislation

1.1

1.
2.

UK: Criminal & Civil Law


EU: Status in UK Law

Health & Safety at Work Summary


1. Section 2 Brief Outline
1.2
2. Section 6 CE marking
3.
Section 7 & 8 - (Employees Duties)

Lifting Equipment Definitions &


Terminology
1.
2.
3.
4.
1.3 5.
6.
7.
8.
9.

10.
1.4

Lifting Equipment
Lifting Accessories
Lifting Machine
Thorough Examination
Pre Use Check
Responsible Person
Working Load Limit (WLL)
Safe Working Load (SWL)
Factor of Safety
Mode Factor

LOLER 98
1.

Regulation 7 (Marking)

Document Reference LEEA-039a

2.

3.
1.5

Regulation 9 (Thorough Examination)


Regulation 10 (Reports & Defects)

Requirements of an Inspection

Certificates & Reports


1. Declaration of Conformity
1.6 2. Certificate of Conformity
3. Reports of Thorough Examination

Demonstrate a knowledge of rope


manufacture and the terminology used in
accordance with BS EN 12385

British Standards
1.7 1. 13411 Pt 1-7
2. 13414 Pt 1-3

2.1

Manufacture

2.2

Terminology

Document Reference LEEA-039a

Course Name

Wire Rope Inspection


KLP
No.

Enabling Objective

Key Learning Point

Method
of
Testing*

3.1

Design & Construction

3.2

Characteristics

4.1

Terminations

4.2

Deterioration

5.1

Inspection procedure

5.2

Discard criteria

Demonstrate a knowledge of the


certification used for wire rope

6.1

Certification

Theory Assessment

7.1

Theory Exam

Carry out a practical inspection of wire


rope

8.1

Practical inspection of wire rope

Demonstrate a knowledge of rope


constructions and characteristics

Demonstrate a knowledge of terminations


and deterioration
Demonstrate a knowledge of inspection
procedures

* Method of testing is by either a Theoretical exam (T) or Practical (P) assessment

Training Course Outline


Course Name

Wire Rope Socketing

Training Objective

Safe Working Practises for Wire Rope Socketing

Enabling Objective

Duration

KLP
No.

Key Learning Point

2 days
Method
of
Testing*

Carry out a brief covering: Health & Safety / Facilities / Refreshments


1.1

Demonstrate a knowledge of the legislation,


regulations and standards governing wire
rope

Demonstrate a knowledge of Socketing


applications

1.2

Certificates
Certificate of Conformity

British Standards

13411 Pt 4 (Socketing)
12385 Pt 1-4 (SWR)

1.3

Manufacture

1.4

Terminology

1.5

Characteristics

1.6

Equipment Toolkit

2.1

Efficiency of Terminations

2.2

Choice

Document Reference LEEA-039a

2.3

Socket selection

2.4

How a Socket Works

2.5

Socketing Media

2.6

Brushing & Hooking

2.7

Reforming the Brush

2.8

Cleaning

2.9

Sealing & Temperature Ranges

3.1

Preparation procedure

3.2

Measurements

3.3

Serving

3.4

Safety Information

3.5

Mixing the Resin

3.6

Pouring the Resin

Demonstrate a knowledge of the inspection


procedure

4.1

Inspection after Socketing

4.2

In Service Inspection

Theory Assessment

5.1

Theory Exam

Carry out a safe Socketing Operation

6.1

Practical Socketing exercise

Demonstrate a knowledge of Socketing


Methods

* Method of testing is by either a Theoretical exam (T) or Practical (P) assessment

Training Course Outline


Course Name
Training
Objective

Appointed Person

Duration

5 Days

To undertake the duties of an appointed person for lifting operations

Enabling Objective

KLP
No.

Key Learning Point

Carry out a brief covering: Health & Safety / Facilities / Refreshments


Demonstrate a knowledge of the
legislation, regulations and
standards governing the use of
lifting equipment

Method
of
Testing*
T or P

1.1

British & European Legislation


1. UK: Criminal & Civil law
2. EU: Status in UK law

1.2

Health & Safety at Work


1. Section 2 - Employers duties (brief summary)
2. Section 6 - machinery Directive
3. Section 7 & 8 - Employees duties

1.3

Definitions & Teminology


1. Lifting Operation
2. Lifting Equipment
3. lifting Machine
4. Lifting Accessory
5. Pre-use Check
6. Thorough Examination

Document Reference LEEA-039a

1.4

Demonstrate a knowledge of the


roles and responsibilites of
personnel involved in the lifting
operation

7. Responsible Person
8. Competent Person
9. Working Load Limit (WLL)
10. Safe Working Load (SWL)
11. Factor of Safety
12. Mode Factor
13. Appointed Person
LOLER '98 - Regulation No:
1. 2 - Application
2. 7 - Marking of lifting Equipment
3. 8 - Organisation of Lifting Operations
4. 9 - Thorough Examination
5. 10 - Reports & Defects

1.5

Requirements of an Inspection

1.6

Certificates & Reports


1. Declaration of Conformity
2. Report of Thorough Examination

1.7

British Standards
1. BS 7121 Pt1
2. BS 7121 Pt3

2.1

1.
2.
3.
4.

Appointed Person
Crane Supervisor
Crane Operator
Slinger/Signaller

Training Course Outline


Enabling Objective
Demonstrate a knowledge of the
requrements of different types of
lifts

Demonstrate a knowledge of the


requirements for:

Describe the requirements of


reporting procedures to bodies
effected by lifting operations:
Demonstrate a knowledge of the
capabilities of different types of
lifting equipment (cranes)

KLP
No.

Key Learning Point

Method
of
Testing*

3.1

1. Basic Lifts
2. Standard Lifts
3. Complex Lifts

4.1

1. Lifting Persons
2. Lifting from Height
3. Safe Access & Egress (before, during & after)

5.1

1.
2.
3.
4.
5.

4.1

Statutory Bodies i.e. HSE


Railways
Highways Agency
Airfields/CAA
Water Companies

1. Mobile Cranes
2. Crawler Cranes
3. Tower Cranes

Document Reference LEEA-039a

4.2

1.
2.
3.
4.

Maintainence
Inspection
Testing
Thorough Examination

4.3

1.
2.
3.
4.

Setting Up
Erection
Levelling
Dismantling

Calculate:
4.4

1. Point Loadings
2. Outrigger Loadings
3. Spreader Mat Types & Sizes
4. Spreader Mat Loadings

RCIs:
4.5

1. Function & Use


2. Information Provided
3. Anti-Collision Systems

Selection of the correct crane for specific lifts:

4.6

1.
2.
3.
4.
5.
6.

Swingaways
Powered Boom Extensions
Extra Ballast
Duty Charts
Range Diagrams
Specification Sheets

Training Course Outline


Enabling Objective

KLP
No.

Demonstrate a knowledge of
lifting accessories

Key Learning Point

Method
of
Testing*

Types & Uses


5.1

5.2

1.
2.
3.
4.
5.

Chain Slings
Steel Wire Rope Slings
Textile Slings
Shackles
Eyebolts

Identify & Explain:


1. Sling Markings
2. Sling Certificates
3. Examination Reports

Document Reference LEEA-039a

Calculate:
5.3

1. Sling Sizes
2. Sling Angles

Explain Slinging Techniques for:


5.4

1. Balanced Loads
2. Unbalanced Loads
3. Loose Loads

Calculate:
5.6

1. Load Weights
2. Centre of Gravity

Methods:
Demonstrate a knowledge of
crane communications:

6.1

1. Hand Signals
2. Radio
3. Completion Report

Document Reference LEEA-039a

Training Course Outline


Enabling Objective

KLP
No.

Key Learning Point

Method
of
Testing*

Identify hazards from plans & drawings:


7.1

1. Proximity
2. Overhead
3. Underground

Identify & Plan:


7.2

1. Lift Area
2. Exclusion Zones
3. Access & Egress (before, during, after)

Safe system of work comprising:


7.3

Demonstrate a knowledge of lift


planning

1. Risk Assessment
2. Method Statement
3. Lift Plan

Prepare & Explain lift plan to others:


7.4

1.
2.
3.
4.

Crane Supervisor
Crane Operator
Slinger
Banksman

Specify:
7.5

1.
2.
3.
4.

Crane positioning
Load
Fixed Objects
Limiting Factors

Evaluate & Explain:


7.5

1. Environmental Factors
2. Surrounding Area

Document Reference LEEA-039a

Training Course Outline


Course Name

Forklift Truck Operation

Training Objective

Forklift Truck Operator


KLP
No.

Enabling Objective

Duration

2 or 3 Days
Method
of
Testing*

Key Learning Point

Carry out a brief covering: Health & Safety / Facilities / Refreshments

Demonstrate a knowledge of the


legislation, regulations and standards
governing the use of forklift truck

1.1

T or P

1. Health and Safety at Work (etc.)


Act 1974
2. BSP-14.02-S-001-Land Transport
Vehicle Standard
3. BSP-13.03-Procedure-012-Use of Goods
Handling Equipment (Folklifts Trucks)
4. BS 4430-Recommendations for the
safety of powered industrial trucks
5. ISO 3691-Powered trucks-Safety code
6. ISO 5053-Powered trucks-Terminology

Demonstrate a knowledge of safety


control and instruments

2.1

1. Definition
2. Pre-start and pre-operational checks
3. Planning the work
4. Checking controls on equipment

Demonstrate a knowledge of forklift


stability, capacity and dynamics

3.1

1. The stability triangle


2. The centre of gravity
3. Load centers

Demonstrate a knowledge of safe


forklift operation

4.1

1. Reading and interpreting the data plate


2. Adverse surface and floor conditions
3. Ramp, slope, incline operation

4. Attachments

T/P

T/P

T/P

5. Shutting down equipment


6. Securing the site

Practical Assessment

5.1

1. Inspect and test fork-lift


2. Operate fork-lift
3. Manoeuvre and position loads
4. Complete the work

* Method of testing is by either a Theoretical exam (T) or Practical (P) assessment

Training Course Outline


Course Name

Electric Overhead Travelling Crane Operation and Slinging

Training Objective

EOTC Operator and Slinger - (PART A)

Enabling Objective

KLP
No.

Key Learning Point

Duration

1 or 2 Days
Method
of
Testing*

Document Reference LEEA-039a

Carry out a brief covering: Health & Safety / Facilities / Refreshments


1.1

1.2

British & European Legislation


1. UK; Criminal & Civil Law

2. EU; Status in UK Law


Health & Safety at Work Summary
Section 2 Employers Duties
Section 6 CE marking
Section 7 & 8 (Employees Duties)

Lifting Equipment Definitions &


Terminology

Demonstrate a knowledge of the


legislation, regulations and standards
governing the use of lifting equipment

1.3

Lifting Operation
Lifting Equipment
Lifting Accessories
Lifting Machine
Thorough Examination
Pre Use Check
Responsible Person
Working Load Limit (WLL)
Safe Working Load (SWL)
Factor of Safety
Mode Factor

LOLER 98
1.4

1.5

Regulation 3 (Application)
Regulation 7 (Marking)
Regulation 8 (Organisation)
Regulation 9 (Thorough Examination)
Regulation 10 (Reports & Defects)

Requirements for a Pre Use Check

Uniform Load Method


2.1
Demonstrate a knowledge of Force
Influences & Rating Methods

Trigonometric Load Method


2.2

Demonstrate how to do Load Estimation

How its calculated (mode Factors)


Identification
Use (All new slings)

3.1

Older Equipment
Special Purpose Slings
Identification

Calculating Load Weight(s)


Importance
Cubes & Cylinders

T&P

Sling Configurations

Demonstrate a knowledge of different


types of slings configuration

1.
2.
3.
4.
5.

Straight Pull
Choke Hitch
Basket Hitch(s)
Single & and Double Wrap
Back Hooking
6. Pocket Guides

4.1

4.2

Advantages/Disadvantages of different
Sling types

Course Name

Electric Overhead Travelling Crane Operation and Slinging

Training Objective

EOTC Operator and Slinger - (PART B)

Enabling Objective
Textile Sling module
Demonstrate a knowledge of different

KLP
No.
5.1

Key Learning Point


Different Materials
Effects of Acids & Alkalis
Colour Code (Label & Material)

Method
of
Testing*
T

Document Reference LEEA-039a

types of slings and how to carry out a pre


use check

Chain Sling Module


Demonstrate a knowledge of different
types of slings and how to carry out a pre
use check

6.1

6.2

Different Sling Types


Uses & Limitations
6. Pre Use Check (Faults)
Types of Slings (Welded/Assembled)
Materials (HTS & Alloy)
Grade marks
Effects of Acids (Alloy Steel)
Different Types (Single/Multi Leg)
6. Pre Use Check (Faults)

Shortening Clutches
Types
Uses

Hook Module
Demonstrate a knowledge of different
types of lifting accessories and how to
carry out a pre use check

Steel Wire Rope Module


Demonstrate a knowledge of different
types of slings and how to carry out a pre
use check

7.1

Types (Latch/Safety/Swivel)
Pre Use Check

8.1

Manufacture
Lays (Ordinary & Langs)
Terminations
Different Types (Single/Multi Leg)
Pre Use Check (Faults)
6. Uses & Limitations

Wire Rope Grips


8.2

1.
2.
3.
4.

Types
Uses & Limitations
Correct Fitment
Pre Use Checks

Shackle Module
Demonstrate a knowledge of different
types of lifting accessories and how to
carry out a pre use check

Dee & Bow


Uses & Limitations
Pre Use Check

10.1

Dynamo/Collared/Eyebolt with Link


Uses & Limitations
Pre Use Check
New Types (Star)

11.1

Types
Uses & Limitations (Inline Only)
Pre Use Check

9.1

Eyebolt Module
Demonstrate a knowledge of different
types of lifting accessories and how to
carry out a pre use check
Rigging Screws Module
Demonstrate a knowledge of different
types of lifting accessories and how to
carry out a pre use check

Course Name

Electric Overhead Travelling Crane Operation and Slinging

Training Objective

EOTC Operator and Slinger - (PART C)

Enabling Objective

KLP
No.

Key Learning Point

Method
of
Testing*

Pendant Control
12.1
Control Method
Demonstrate a knowledge of different
control devices including:

Identification of Controls
Mode of Operation
3. Safety Precautions

T&P

Infra Red Control


12.2

1. Identification of Controls
2. Mode of Operation
3. Safety Precautions

T&P

Radio Control
12.3

Identification of Controls
Mode of Operation
Safety Precautions

T&P

Demonstrate a knowledge of how to


complete a lift plan

13.1

Complete a Lift Plan/Assessment

Demonstrate a knowledge of crane signals


in accordance with BS 7121

14.1

Correct Crane Signals

15.1

Correct Selection of Lifting Equipment

15.2

Swing Control

15.3

Complete a Safe Lifting Operation

Practical Assessment

* Method of testing is by either a Theoretical exam (T) or Practical (P) assessment

The EOTC course must consist of Part A, and any or all of the Part B and C modules.
The course work for all of the above must be included and accredited before any single part can
be used separately.

Training Course Outline


Course Name

Electric Overhead Travelling Crane


Operation

Training Objective

EOTC Operation - (PART A)

Enabling Objective

KLP
No.

Duration

day or 1 day

Key Learning Point

Method
of
Testing*

Carry out a brief covering: Health & Safety / Facilities / Refreshments


British & European Legislation
1.11. UK; Criminal & Civil Law
2.

EU; Status in UK Law

Health & Safety at Work Summary


1.2

1. Section 2 Employers Duties


2. Section 6 CE marking
3. Section 7 & 8 (Employees Duties)

Lifting Equipment Definitions &


Terminology

Demonstrate a knowledge of the


legislation, regulations and standards
governing the use of lifting equipment

1. Lifting Operation
Lifting Equipment
Lifting Accessories
Lifting Machine
Thorough Examination
Pre Use Check
Responsible Person
Working Load Limit (WLL)
Safe Working Load (SWL)
Factor of Safety
11. Mode Factor

2.
3.
4.
1.35.
6.
7.
8.
9.
10.

LOLER 98
1. Regulation 3 (Application)
2. Regulation 7 (Marking)
1.43. Regulation 8 (Organisation)
4. Regulation 9 (Thorough Examination)
5. Regulation 10 (Reports & Defects)

1.5

Requirements for a Pre Use Check

1.6

Advantages/Disadvantages of different
Sling types

Course Name

Electric Overhead Travelling Crane Operation

Training Objective

EOTC Operation - (PART B)

Enabling Objective

KLP
No.

Key Learning Point

Method
of
Testing*

Pendant Control

Control Method
Demonstrate a knowledge of different
control devices including:

1. Identification of Controls
1.1 2. Mode of Operation
3. Safety Precautions

T&P

Infra Red Control


1. Identification of Controls
1.2 2. Mode of Operation
3. Safety Precautions

T&P

Radio Control
1. Identification of Controls
1.3 2. Mode of Operation
3. Safety Precautions

T&P

Demonstrate a knowledge of how to


complete a lift plan

1.4

Complete a Lift Plan

T&P

Demonstrate a knowledge of crane signals


in accordance with BS 7121

1.5

Correct Crane Signals

T&P

1.6

Correct Selection of Lifting Equipment

1.7

Swing Control

1.8

Complete a Safe Lifting Operation

Practical Assessment

* Method of testing is by either a Theoretical exam (T) or Practical (P) assessment

The lifting & slinging course must consist of Part A & Part C plus any or all of the Part B modules.
The course work for all of the above must be included and accredited before any single part can
be used separately.

Training Course Outline


Course
Name
Training
Objective

Train The Trainer

Duration

5 Days

To cover the requirements and take the role of an instructor in the workplace

Enabling Objective

KLP
No.

Key Learning Point

Carry out a brief covering: Health & Safety / Facilities / Refreshments


Demonstrate a knowledge and
understanding of the requirements of a
good instructor

Demonstrate a knowledge and


understanding of the Systems Approach to
Training (SAT)

Demonstrate a knowledge and


understanding of Method of Instruction
and Technique

1.1
1.2
1.3
1.4
1.5
2.1
2.2
2.3
2.4
2.5
2.6
2.7
2.8
2.9
2.10
3.1
3.2
3.3
3.4
3.5
3.6
3.7
3.8
3.9
3.10

Method
of
Testing*
T or P

Confidence
Manner
Attitude
Diligence
Enthusiasm

Systems Approach/Deficiency Model


Job Analysis
Prepare Job/Role Specifications
Write Training Objectives
Determine Training content
Select Methods and Media
Conduct Training
Validate Training
Modify/Update Training as Necessary

Principles of Instruction:
Promote and Maintain the desire to
Learn
Preparation and planning
Confirmation that Instruction has been
assimilated
Techniques of Instruction:
Question Technique
The Selection and use of instructional
aids

Demonstrate a knowledge and


understanding of lesson dynamics and
delivery

4.1

The Instant Teacher

Demonstrate a knowledge and


understanding of the requirements for
Preparation & Planning

5.1
5.2
5.3
5.4
5.5
5.6
5.7
5.8
5.9

Class
Objectives
Materials and subject matter
Props and Training/Instructional Aids
Lesson Plans
Environment and Administration
Timings and rehearsals
Editing

Demonstrate a knowledge and


understanding of Promoting and
maintaining the requirements to learn.

6.1
6.2
6.2
6.4
6.5

P
Promoting the desire to learn:
Creating interest before the event
Developing the interest of the audience
Maintaining the desire to learn

Enabling Objective

KLP
No.

Key Learning Point

Carry out a brief covering: Health & Safety / Facilities / Refreshments

Method of
Testing*
T or P

Demonstrate a knowledge and


understanding of the requirements of
confirmation and question technique

7.1
7.2
7.3
7.4
7.5
7.6
7.7

Why confirm
When to confirm
How to confirm
Purpose of oral questions
How to pose a question to the
class
How to deal with questions
Catering for shy people

Demonstrate a knowledge and


understanding of the selection and
correect use of Instructional aids.

8.1
8.2
8.3
8.4

Introduction
Purpose of an Instructional aid
Selection of an Instructional aid
Correct use of an instructional aid

Demonstrate a knowledge and


understanding of the correct layout of a
lesson plan

9.1
9.2
9.3
9.4
9.5
9.6
9.7
9.8
9.9
9.10

Introduction/Lesson Title
Preliminaries
Revision Link
Objective, Reason Why, Incentive
Lesson Stages
Confirmation of stages
Confirmation whole of lesson
Pack Kit
Summary
Look Forward

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