Delivery Service Record

Machine Delivery Checklist CONTINUED ON REVERSE SIDE

1. Prior to Delivery – Get Ready to Work:
Service letter rework complete
Newest software – Machine, Engine , 2nd display
Shake-down for leaks and Misc issues
Inspect for cleanliness & presentation
Fluid levels – Fuel , Oil, Coolant, Washer
Communicate Delivery date and Time
2. Introduce the Machine – Specalog:
Model, Capacity, Horsepower, Work Tools, Tires
Work Tools and Attachments, Installed and loose
Location of all Serial Numbers (Machine / Engine)
4. 4. Machine Inspection - Daily Check & Maintenance:
Location of all grease points
Safety checks and hazard points
Tie-down points and Transport locks
Fluid sight gauges - Gear Box, Washer fluid,
Hyd, Coolant
Fluid fill points - Gear Box, Washer fluid, Hyd,
Coolant, Engine oil
Fluid filter locations –Hydraulic Oil, Gear Box,
Engine Oil, Crank Case Breather, Fuel,
Enclosure door locks
Battery Isolation switch
Battery jump-start point (24 Volt)

3. OMM Location and Navigation - Show Operator: Cooling Package operation and cleaning
S•O•SSM points
Warning and Safety decals
Air filter locations - Engine, Dust ejection, Cab
Daily and weekly checks
Tire Damage
Extended Maintenance section
Machine Operation controls
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924K – 930K – 938K: Small Wheel Loader
Allow operator stick time, observe and comment:
Follow up items - Machine inspection details:
5. Safety Walk-around
Warning & Safety Decals and their meaning
3 points of Contact for Ingress and Egress
Safety interlocks (Park Brake , Hyd Lock)
Emergency engine shutdown switch
Emergency exits and Glass Hammer
6. Machine Controls, Operation Tips, Unique Features
Demonstrate Correct Starting / Stopping Procedure
Get Comfortable and Understand controls -Video
Secondary display navigation – Video
Fine Mode hydraulic adjustment – Video
Setting Linkage Kickouts - Video
Snubbing and Soft Detents in Joystick – Video
Rimpull Control (wheel slip) - Video
Creeper Control - Video
Throttle Lock – Video
Reversing Fan (if equipped) – Video
Quick Steer (if equipped) – Video
3rd Function Flow adjustment (if equipped) – Video
Relieving Hydraulic Pressure - Video
Hydro-mechanical work tool use - Video
Efficient Hydrostatic Operation - Video
Hydrostatic Operator Mode Options - Video
7. Explain Caterpillar Warranty Policy
Accepts warranty statement
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Recommend follow up once put in service – 3 weeks
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1. The above Checklist and delivery information has been
explained to me.
2. I understand the operation and maintenance of this
machine
3. I acknowledge the warranty conditions and limitations as
outlined in my copy of the warranty statement.
Signatures:
Date___________ Location____________________
Owner_______________________________________
Operator 1____________________________________
Operator 2____________________________________
Operator 3____________________________________
Operator 4____________________________________
Dealer Rep___________________________________
For more information, click on image, or visit:
BCP http://www.youtube.com/user/catconstructiontrade
SWL http://www.youtube.com/playlist?list=PL23A9CFA695220265
Created March 2015 (Version 2)
Content Owner: Joel Grimes (Grimes_Joel_R@cat.com)
0315SWL SWL Delivery Service Record/Checklist