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EXCAVATOR - TRACK SETUP PROCESS

Dealer Number: 766088 Dealership: INTEGRATED DIST SYS LP

PIN:
Hours: ______________
Tech ID: _____________________
Sales Person: _________________________
Stock Number: _____________
Model Number:
Set Up Date: ______________ (DDMMMYY)
Customer Contact: _______________
Customer Business: _______________

Factory Configuration
-
Component Serial Numbers
-

ADDITIONAL CHANGES TO MACHINE CONFIGURATION

1 Bucket Stock Number __________________

Manufacturer __________________

Serial No __________________

Size or Model __________________

Weight (lb) __________________ or Weight (kg) __________________

Edge or Teeth __________________

Size __________________

2 Other Equipment Stock Number __________________

Description __________________

Manufacturer __________________

Serial No __________________

Size or Model __________________

Weight (lb) __________________ or Weight (kg) __________________

Bolt-on Edge or Teeth (If equipped) __________________

Size __________________

3 Other Equipment Stock Number __________________

Description __________________

Manufacturer __________________

Serial No __________________

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Size or Model __________________

Weight (lb) __________________ or Weight (kg) __________________

Bolt-on Edge or Teeth (If equipped) __________________

Size __________________

4 Other Equipment Stock Number __________________

Description __________________

Manufacturer __________________

Serial No __________________

Size or Model __________________

Weight (lb) __________________ or Weight (kg) __________________

Bolt-on Edge or Teeth (If equipped) __________________

Size __________________

5 Additional Counterweight Stock Number __________________

Description __________________

Manufacturer __________________

Weight (lb) __________________ or Weight (kg) __________________

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Please Note: When machine quality issues are identified during pre-delivery inspection and Machine Set-up process, The
Factory requests that photographs be taken of the issue and submitted via a Report Only DTAC Case.

GENERAL CONDITION

6 OK Not OK
Operator's manual (correct language) and parts CD
or parts catalog for ZX models

7 OK Not OK
Factory installed decals - correct language, condition

8 OK Not OK
Check, record, repair and clear Diagnostic Trouble Codes in monitor

9 OK Not OK
Battery condition (Charged)

10 OK Not OK
Engine air intake system (Filters, restriction indicator, all clamps in place
and tight) Pre-cleaner (If equipped)

11 OK Not OK
Belts (Condition, alignment, tension)

12 OK Not OK
Fan direction

13 OK Not OK N/A
Boom and arm if shipped separately

14 OK Not OK
Fuel filter water separator free of water

15 OK Not OK
Sheet metal (Fit and finish)

16 OK Not OK
Wiring (Condition and routing)

17 OK Not OK
Hoses Internal and external (Condition, routing)

18 OK Not OK
Check service doors (Fit and locks)

19 OK Not OK
Swing gear and swing bearing grease

20 OK Not OK
Verify engine oil level

21 OK Not OK
Check for engine oil leaks

22 OK Not OK
Verify hydraulic oil level

23 OK Not OK
Check for hydraulic oil leaks

24 OK Not OK
Verify swing gear box oil level

25 OK Not OK
Verify propel gearbox oil level

26 OK Not OK
Verify pump drive oil level

27 OK Not OK
Verify engine coolant level in radiator and overflow reservoir

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28 OK Not OK
Check for coolant leaks

29 OK Not OK
Check for fuel system leaks

30 OK Not OK N/A
Windshield washer fluid level

OPERATION CHECKS

31 OK Not OK
Doors, windows, mirrors, all operator seat adjustments and seat belt
function

32 OK Not OK
Check gauges, monitors, hour meter

33 OK Not OK
Lights, horn, glow plug, radio, travel alarm, wipers and beacon (If
equipped)

34 OK Not OK N/A
Air conditioner and heater function

35 OK Not OK
Travel speed selection check

36 OK Not OK
Dig control lever operation

37 OK Not OK
Engine speed control / auto-idle

38 OK Not OK
Travel speed change check

39 OK Not OK
Travel system tracking checks while operating dig function

40 OK Not OK
Travel system tracking check

41 OK Not OK
Swing dynamic braking check

42 OK Not OK
Travel alarm check

43 OK Not OK
Pilot control shut-off valve check

MACHINE PREPARATION

44 OK
Set control configuration per customer request (Deere or SAE)
Note: Update control decal to match control pattern.

45 OK Not OK
Check that all lubrication points are greased

46 Record coolant strength +/- _______ Deg F

47 OK Not OK N/A
Verify fluids match customer climate needs - Change as necessary

48 OK Not OK N/A
Please indicate fuel level as delivered to the customer

E 1/4 1/2 3/4 F

49 OK Not OK

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Clean operator's station, remove plastic from seat, paper floor mats and
tags

50 OK Not OK N/A
Wash machine (DO NOT use high pressure)

51 OK Not OK N/A
Apply dealer or customer decals

52 OK
Equip machine with full set of keys for customer

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COMMENTS(required for ALL NOT OK items)

Number Comment

Feedback
What can we do better on this Set-up sheet? Is there anything that should be clarified/removed/added? All
comments will be reviewed and modified as needed.

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