TA-2 Visual & Technical Inspection for Backhoe Loaders

SMCS - Job Code - 540 Component Code - 753T

Cat dealer Customer

Address Address
Contact Contact

Serial Number : Inspector : Temperature :

Model : Work Order : Time :
Engine S/N: SMU: Date :
Manufacturer : Unit Location:

Note: Review Machine & S·O·S History and check for Active Service Letters prior to inspection.

Status of the Machine

Normal
The status recommendation of your Backhoe Loader is:
 Visual Inspection for Backhoe Loaders
Status assessment ü– Normal M – Monitor A – Action Blank – Not Applicable

1. Prepare Machine Inspection

# Status Description Comments
1.1 Check with customer for operator complaints

1.2 Prepare the machine for the inspection

1.3 Perform walk-around Inspection

1.4 Download machine fault codes

1.5 1.5 Check Product Link

Is machine equipped with PL?

Is PL activated?

Is PL functioning properly?

1.6 Observe engine exhaust colors

1.7 Listen for unusual noises

1.8

1.9

1.10

Item No. Additional Comments

 2. Lower-Level Inspection
# Status Description Comments
2.1 Tires and rims

2.2 Fenders

2.3 Steering Arms and Kingpins

2.4 Steering Cylinders, Tie Rods, and Linkages

2.5 Front Differential and Steering Axle

2.6 Engine Oil Pan

2.7 Engine Mounts

2.8 Fuel System Lines, Pumps, and Filter Bases

2.9 Hydraulic Pump

2.10 Transmission, Torque Converter, and Transfer Gears

2.11 Transmission Mounts

2.12 Loader Implement Control Valve

2.13 Front Drive Shaft

2.14 Rear Drive Shaft and Parking Brake

2.15 Rear Differential and Axle

2.16 Final Drives and Wheel Spindles

2.17 Main Machine Frame

2.18

2.19

2.20

Item No. Additional Comments

 3. Middle Level Inspection
# Status Description Comments
3.1 Work Lights

3.2 Steps and Handrails

3.3 Batteries and Battery Cables

3.4 Cab Mounts

3.5 Backhoe Implement Control Valve

3.6 Cab Exterior

3.7

3.8

3.9

Item No. Additional Comments

 4. Upper-Level Inspection
# Status Description Comments
4.1 Radiator/Oil Cooler Screen

4.2 Hood and Platform

4.3 Radiator Cap

4.4 Radiator, Oil Cooler and Condenser

4.5 Cooling Fan, Fan Guard and Shroud

Pulleys, Belts, Water Pump, Compressor Clutch,
4.6
Alternator, and Fan Drive
4.7 Cylinder Head and Valve Cover

4.8 Turbocharger

4.9 Exhaust Manifold

4.10 Air Cleaner

4.11 Cab Interior

4.12

4.13

4.14

Item No. Additional Comments

 5. Implement/Attachment Inspection
# Status Description Comments
5.1 Loader Lift Cylinder

5.2 Loader Lift Arm

5.3 Loader Tilt Cylinder

5.4 Loader Tilt Levers

5.5 Loader Bucket Linkage

5.6 Loader Bucket

5.7 Stabilizer Cylinders

5.8 Stabilizers

5.9 Swing Cylinders

5.10 Swing Pins and Bearings

5.11 Lower Boom Area

5.12 Boom Cylinder

5.13 Stick Cylinder

5.14 Extendable Stick

5.15 Backhoe Bucket Cylinder

5.16 Backhoe Bucket Linkage

5.17 Backhoe Bucket

5.18

5.19

5.20

Item No. Additional Comments

6. Site Conditions
# Status Description
6.1 Ambient Temperature

NORMAL: -18° to 32°C (0° to 90°F)

MONITOR: 32° to 46°C or -18° to -29°C (90° to 115°F or 0° to -20°F)

 ACTION: Above 46°C or Below -29°C
(Above 115° or Below -20°F)
6.2 Altitude

NORMAL: 0 to 1524 m (0 to 5000 ft)

MONITOR: 1524 to 3048 m (5000 to 10,000 ft)

ACTION: Above 3048 m (Above 10,000 ft)

6.3 Haul Road Grade

NORMAL: Flat

MONITOR: Mild

ACTION: Steep

6.4 Haul Road Condition

NORMAL: Positive Banking, Gradual Turns, Good Erosion Control

ACTION: Negative Banking, Sharp Turns, Poor Erosion Control

6.5 Humidity

NORMAL: Below 25%

MONITOR: 25 to 60%

ACTION: Above 60%

6.6 Air Quality

NORMAL: No Dust

MONITOR: Light Dust

ACTION: Heavy Dust

6.7 Underfoot Condition

NORMAL: Dry Flat Surface

MONITOR: Moderate Grades, Mixture of Muddy / Dry Surfaces

ACTION: Steep Grades, Muddy, Snow, Ice

6.8 Machine Utilization

NORMAL: 0 to 10 Hours

ACTION: Above 10 hours

6.9 Equipment Role

NORMAL: Utility

MONITOR: Support

ACTION: Production

6.10 Working Material

 NORMAL: Uncompacted, Low Abrasion

MONITOR: Moderately Compacted, Moderate Abrasion

ACTION: High Abrasion, Compacted, Dense

6.11 Maintenance Practices

NORMAL: Excellent

MONITOR: Good

ACTION: Poor

6.12 Primary Industries

6.13

6.14

6.15

Item No. Additional Comments

Other Remarks
for Backhoe Loaders
Blank – Not Applicable

1. Prepare Machine Inspection

Comments
2. Lower-Level Inspection
Comments
3. Middle Level Inspection
Comments
4. Upper-Level Inspection
Comments
5. Implement/Attachment Inspection
Comments

6. Site Conditions
Other Remarks
 Technical Inspection for Backhoe Loaders
Status assessment ü- Normal M - Monitor A - Action Blank – Not Applicable / Not Performed (Add reason in comments)

1. Engine
1.1 Cooling System
# Status Description Units Observed Specified (+)Tol (-)Tol Comments
1.1.1 Radiator Pressure Relief (Radiator Cap)

1.1.2 1.1.2 Test Engine Coolant

Check Freezing Point of Engine Coolant

Test Engine Coolant Conditioner

1.1.3 Check Belt Tension

1.1.4 Engine Coolant Temperature

1.1.5 Radiator Temperature Drop

Upper Tank Temperature

Lower Tank Temperature

1.1.6 Hydraulic Fan

1.2 Fuel System
# *Status Description Units Observed Specified (+)Tol (-)Tol Comments
1.2.1 1.2.1 Fuel System Pressure - Test

Fuel Pressure at Low Idle

Fuel Pressure at High Idle

1.2.2 1.2.2 RPM Adjust

Low Idle

High Idle
1.3 Lubrication System
# *Status Description Units Observed Specified (+)Tol (-)Tol Comments
1.3.1 1.3.1 Engine Oil Pressure - Test

Oil Pressure at Low Idle

Oil Pressure at High Idle

1.4 Basic Engine
# *Status Description Units Observed Specified (+)Tol (-)Tol Comments
1.4.1 Engine Crankcase Pressure (Blowby) - Test
1.5 Air Inlet and Exhaust System
# *Status Description Units Observed Specified (+)Tol (-)Tol Comments
1.5.1 Exhaust Temperature - Test (Measure Each Cylinder) Units Cyl Observed Cyl Observed
#1 #2

#2 #3 #4
1.6 Miscellaneous Engine
# *Status Description Units Observed Specified (+)Tol (-)Tol Comments
1.6.1

1.6.2

1.6.3

2. Performance Checks
2.1 Hydraulic Performance Checks
2.1.1 2.1.1 Cylinder Drift Tests Units Observed Oil Temperature Ranges
??° to ??° ??° to ??° ??° to ??° ??° to ??°
Oil Temperature

Units Observed Maximum Allowable Minimun Minimun Minimun Minimun

Movement Allowable Time Allowable Time Allowable Time Allowable Time
(sec) (sec) (sec) (sec)
Minimun Allowable Tim Loader Cylinders

Loader Lift cylinder (Loader Raised)

Loader Lift cylinder (Loader Raised)

Loader Lift cylinder (Loader Lowered)

Backhoe Cylinders

Boom cylinder

Stick cylinder

Extendable Stick

Bucket cylinder

Stabilizer Cylinders

Right Stabilizer (Extended with Rear

Wheels Off Ground)
Left Stablizer (Extended with Rear Wheels
Off Ground)

Right Stablizer (Retracted)

Left Stabilizer (Retracted)

 # Status Description Units Observed Min. Time Max. Time Comments
2.1.2 Cylinder Speed Tests

Loader Circuit on Single Tilt Machine

Bucket Dump

Tilte Back Operation

Opening Clam Bucket

Closing Clam Bucket

Bucket Raise in Dump Position

Float in Down Position and in Dumped
Position
Loader Circuit on Parallel Lift Machines

Bucket Dump

Tilte Back Operation

Regenerative Dump

Opening Clam Bucket

Closing Clam Bucket

Bucket Raise in Level Position

Float in Down Position and in Level
Position
Backhoe Circuit

Bucket Dump

Bucket Curl Cylinder from Stop to Stop

Stick In

Stick Out

Swing from Stop to Stop

Swing from Stop to Snubber

Extendable Stick Extending

Extendable Stick Retracting

Stabilizer Up

Stabilizer Down

Boom Lower

Pause Time for Boom

Boom Raise from Ground to Snubber

Boom Raise from Ground to Stop

2.1.3 Ride Control Test

2.1.4 Hydraulic Lock Test

 # *Status Description Units Observed Min. Time Max. Time Comments
2.1.5 Swing Cushion Valve (If Equipped)

2.1.6 Brake System Test (Test from OMM)

2.1.7 Parking Brake Check (Test from OMM)

3. Hydraulic System
3.1 Hydraulic
# Status Description Units Observed Specified (+)Tol (-)Tol Comments
3.1.1 Hydraulic Pump - Test
Low Pressure Standby Test

Signal Pressure

Margin Pressure Test

High Pressure Stall Test

Stick Out

Stick In

Stick Extend (If Equipped)

Stick Retract (If Equipped)

Swing

Backhoe Bucket Dump

Backhoe Bucket Close

Boom Raise

Bucket Dump (Parallel Lift Machines)

Rack Back (Parallel Lift Machines)

Bucket Dump and Rack Back

Bucket Dump and Rack Back (Single Tilt
Machines)
Lift

Boom Lower

Independent Rear Maneuvering (AWD)

3.1.2 Pilot System Pressure Test (High Idle)

3.1.3 3.1.3 Steering Priority Relief Valve Test

Steer Right

Steer Left
3.2 Miscellaneous Hydraulics
# *Status Description Units Observed Specified (+)Tol (-)Tol Comments
3.2.1

3.2.2

3.2.3
 4. Transmission
4.1 Power Shift Tansmission
# Status Description Units Observed Specified (+)Tol (-)Tol Comments
4.1.1 Transmission & Torque Converter -Test

Oil Pump Pressure

Units Observed Specified (+)Tol (-)Tol HP Rating Comments

Torque Converter Outlet Pressure

Units Observed Specified (+)Tol (-)Tol Comments

First Speed Forward Test

Forward Low Clutch Pressure

Clutch #1 Pressure

Lubrication Pressure

Second Speed Forward Test

Forward High Clutch Pressure

Clutch #1 Pressure

Lubrication Pressure

Third Speed Forward Test

Forward Low Clutch Pressure

Clutch #2 Pressure

Lubrication Pressure

Third Speed Reverse Test

Reverse Low Clutch Pressure

Forward Clutch Pressure

Lubrication Pressure
4.2 Direct Drive Tansmission
# *Status Description Units Observed Specified (+)Tol (-)Tol Comments
4.2.1 4.2.1 Transmission & Torque Converter -Test

Oil Pump Pressure

Units Observed Specified (+)Tol (-)Tol HP Rating Comments

Torque Converter Outlet Pressure

Units Observed Specified (+)Tol (-)Tol Comments

Forward Test

Forward Clutch Pressure

Lubrication Pressure

Reverse Clutch Pressure

 # *Status Description Units Observed Specified (+)Tol (-)Tol Comments
Reverse Test
Reverse clutch pressure shall be with 25 kPa (3.5 psi) in the Forward at the
Reverse Clutch Pressure same engine speed

Lubrication Pressure

Forward Clutch Pressure

All Wheel Drive Pressure

4.3 Miscellaneous Transmission
# *Status Description Units Observed Specified (+)Tol (-)Tol Comments
4.3.1

4.3.2

4.3.3

5. Axles/Differentials & Brakes

4.1 Axles & Brakes
# Status Description Units Observed Specified (+)Tol (-)Tol Comments
5.1.1 5.1.1 Toe-In measurement

Front Axle

Front - Drive & Steering Axle

Rear - Drive & Steering Axle

6. Electrical System
6.1 Electrical System
# Status Description Units Observed Specified (+)Tol (-)Tol Comments
6.1.1 6.1.1 Battery Voltage

Engine Stopped

Low Idle

High Idle

6.1.2 Inspect Battery Cables

6.1.3 Starter Draw Test

6.2 Miscellaneous Electrical
*Status Description Units Observed Specified (+)Tol (-)Tol Comments
6.2.1

6.2.2

6.2.3
 7. S-O-S Sampling
7.1 S·O·S Sampling
# Status Description Obtain Comments
7.1.1 Engine Oil Sample

7.1.2 Engine Coolant Sample (Level II)

7.1.3 Hydraulic Oil Sample

7.1.4 Transmission

7.1.5 7.1.5 Front Differential

Right Front Final Drive

Left Front Final Drive

7.1.6 7.1.6 Rear Differential

Rightt Rear Final Drive

Left Rear Final Drive