Side Boom Training

Qualification Details
for the
Level 2 Award in
Plant Operations
Crawler Tractor/Side Boom
AWD 029/2
Published by Cskills Awards, Bircham Newton,

Kings Lynn, Norfolk PE31 6RH
First published 2009
Construction Awards Alliance is an alliance between
Cskills Awards and City & Guilds
Cskills Awards provides awards, assessment and training support services and is a
division of ConstructionSkills
Construction Industry Training Board 2009
The Construction Industry Training Board
otherwise known as CITB-ConstructionSkills and ConstructionSkills is
a registered charity (Charity Number: 264289)
Cskills Awards has made every effort

to ensure that the information contained within this publication is accurate.
Its content should be used as guidance material and not as a replacement
of current regulations or existing standards.
This pack has been prepared as a downloadable resource. It may be freely
printed for assessment purposes without further permission from
Cskills Awards on the condition that it is used solely within
the purchasing organisation and is not used for profit or gain.
Printed in the UK
Contents
Section one
Introduction
Structure
Entry requirements
Progression
Construction Awards Alliance (CAA) requirements for trainers
Completion of the Plant Operations qualification
Quality assurance
2
2
2
2
3
3
3
Section two Units of training
5
6
6
6
7
9
Guidance for training organisations

Methods of delivery
Candidate : Machine : Trainer Ratio
Confirmation of related knowledge and understanding
Candidate training log
Units
CC 2400K
CC 2427K
CC 2427S
Site safety and roles and responsibilities for plant operators

Know how to operate a crawler tractor/side boom
Operate a crawler tractor/side boom
Section three practical end test

CC 2526
Prepare and use a crawler tractor/side boom, to carry out lifting

duties and associated operations
Instructions to candidates
1-4
Guidance for trainers
5-11
Section One
Introduction
The Level 2 Award in Plant Operations Crawler Tractor/Side Boom is designed to develop
the skills and knowledge of people, enabling them to work in the industry with their chosen plant
category. It has been specifically developed for delivery in a training environment using simulated
conditions, and the test(s) are based on the candidate showing what they can do as an individual
through the completion of all the requirements of the qualification.
The Qualification comprises:
general core unit
occupation specific unit
practical end test
multiple choice knowledge unit end tests.
All the units of training must be completed by each candidate. ALL outcomes must be achieved
during the training programme. (Evidence from site based testing is not permissible.)
To gain the Award, candidates must achieve all units, the practical end test and multiple choice
knowledge unit tests.
Another important feature of the Qualification is that it provides a progression route towards
achieving a National Vocational Qualification (NVQ) in Plant Operations. For the suite of Plant
Operations qualifications (including 50 Awards and 10 Certificates), see the guidance document
GD/PO.
Structure
Qualification
Units
CC 2400 Site safety and roles and
responsibilities for plant operators
Level 2 Award in Plant Operations

Crawler Tractor/Side Boom
CC 2427K Know how to operate a crawler

tractor/side boom
CC 2427S Operate a crawler tractor/side
boom
CC 2526 Prepare and use a crawler
tractor/side boom, to carry out lifting duties
and associated operations
Entry requirements
There are no formal entry requirements for Plant operations qualifications. However, providers
must ensure that candidates have the potential and opportunity to successfully gain the
qualification.
Progression
The qualification provides the knowledge, understanding and skills related to the equivalent NVQ
unit(s). On completion of this Award, candidates may progress into employment or on to Level 2
National Vocational Qualification (NVQ) in Plant Operations.
Construction Awards Alliance (CAA) requirements for trainers

To carry out the training of the units, a trainer must be registered with CAA and have a valid
registration number. For further details regarding technical or administration information, contact
the Construction Awards Alliance, Bircham Newton, King's Lynn, Norfolk, PE31 6RH or email:
caalliance@cskills.org.
Award trainers must meet CAAs qualification requirements/exemption criteria (see Guidance
document GD/PO, Appendix 1). There is no requirement to possess TDLB units D32, D33 or
ENTO A1.
Quality Advisors will be checking trainers CVs and qualifications during approval visits for
prospective centres and during routine monitoring. Centres must ensure that new trainers CVs and
certificates are available for the Quality Advisor on their visit to the centre to enable full approval to
be granted. All trainers must achieve the L units within 24 months of beginning their training
activity.
Exemptions
The requirements to have the L units will be lifted if the trainer has achieved any of the awarding
body published L unit exemptions.
Completion of the Plant Operations qualification

Completion will be by:
1)
Achievement of each unit by internal testing undertaken by the trainer. Each knowledge unit
also has a mandatory series of multiple choice questions and answers produced by CAA and
administered/managed by the trainer.
2)
Practical end test set by CAA and controlled by the trainer. Successful completion of the end
test will be needed before the qualification can be completed.
Quality assurance
This information is a summary of quality assurance requirements and covers:
internal quality assurance
external quality assurance
roles and responsibilities of quality assurance staff.
Internal quality assurance

Approved centres must have effective quality assurance systems to ensure optimum delivery and
testing of qualifications. The centre must have a documented procedure and policy that details how
quality assurance will be managed by the centre. This must include how the centre will monitor
each component of the qualification.
Quality assurance includes initial centre approval, qualification approval and the centres own
internal procedures for monitoring quality. Centres are responsible for internal quality assurance,
and CAA is responsible for external quality assurance.
External quality assurance

External quality assurance for the qualifications will be provided by CAAs Quality Advisors.
Quality Advisors are appointed by CAA to monitor the testing and internal quality assurance carried
out by centres. Quality assurance is carried out to ensure that testing is valid and reliable, and that
the centre is following its documented quality policies.
The Quality Advisor will audit the centre resources, staff qualifications and the delivery of the
qualification: this will cover each component including tests.
To carry out their quality assurance role, Quality Advisors must have appropriate knowledge and
expertise. CAAs Quality Advisors attend training and development designed to keep them up to
date, facilitate standardisation between Quality Advisors and share good practice.
Quality Advisors
The role of the Quality Advisor is to:
provide advice and support to centre staff
ensure the quality and consistency of tests within and between centres by the use of
systematic sampling
regularly visit centres to ensure they continue to meet the centre and qualification approval
criteria
provide feedback to centres and to CAA.
Section Two
Units of training
Guidance for training organisations

The Units relate in part to the appropriate National Vocational Qualification (NVQ) units and can be
used as evidence accordingly.
The units can be delivered in any order or combined, as necessary, to form a part of relevant
training programmes.
Each unit is outcome-based and contains additional training guidance material. The units are
designed to be used by candidates so they can understand what is required.
Trainers
To carry out the training for the units, the trainer must be registered with CAA and have a valid
registration number.
Methods of delivery
Training
Trainers must prepare a programme that meets the needs of the candidate ensuring that all
required Learning Outcomes are covered by instruction and training as a minimum
standard.
Subjects need not be delivered in the order shown in the training specification or in unit
order. Trainers are encouraged to integrate subjects from each unit and include knowledge
testing and practical exercises designed to confirm, improve and test the candidates skills
and knowledge against the given Learning Outcomes.
Practice periods must be shown in the programme, as candidates need time to practise the
skills acquired as they are built up during training. A final practice period, designed to
confirm skill and knowledge and to promote confidence in the candidate, must ensure that
all Learning Outcomes have been met prior to attempting the Practical End Test.
All training, testing and feedback delivered to candidates must be recorded on an individual
Candidate Training Log. A completed example and a blank Training Log are shown on
pages 912. Candidate Training Logs should be completed by the candidate and a copy
retained for verification. Appropriate assistance to complete the Candidate Training Log
must be offered to candidates where necessary. Trainers are not expected to provide
feedback on every subject or activity undertaken by the candidate.
Throughout training, trainers must confirm the candidates progress by asking questions
and, as stated above, setting practical exercises. Trainers are expected to develop
questions to record the test of the candidates knowledge as training progresses. The
candidates knowledge must be tested independently at the end of training using the
Knowledge Multi-choice Question Paper. All question papers must be retained for
verification.
Candidate : Machine : Trainer Ratio

The maximum recommended candidate / machine / trainer ratio for this category is:
4 Candidates : 2 Machines : 1 Trainer
Confirmation of related knowledge and understanding

Oral questioning can be used throughout the programme to confirm that the candidate
understands. The trainer may ask oral questions to obtain further evidence of knowledge.
Candidates may also be asked questions based on sketches or diagrams, or to produce sketches
or diagrams if these will enable them to demonstrate their knowledge more fully.
For example, when questioning to check understanding, e.g. performance in carrying out working
tasks with the machine, the candidate has been observed going through the correct actions in the
correct sequence. The trainer could then ask questions relating to the:
siting and the operation of the machine for specific tasks
safety precautions and correct interpretation of signals.
Oral questions
Oral questioning can be conducted through conversation, direct questioning or interviewing. It is a
means of gaining supplementary evidence and will extend and amplify the ability demonstrated in
performance. It does not just confirm what has been tested.
Candidates may be questioned:
while carrying out an activity
immediately on completion of an activity.
Candidates should be given maximum opportunity to show their knowledge. To enable candidates
to do this, trainers may give reasonable help.
Candidates may be asked follow-up questions to ensure they fully understand what is required by
the qualification.
Trainers must prepare the questions thoughtfully and accurately and be able to conduct the
questioning sensibly and cordially, putting the candidate at ease.
Any question not understood by the candidate must be rephrased,
such as
Well, let me put it another way
The tone and manner of the questioning is crucial to ensure that candidates have a comfortable
and encouraging opportunity to perform well.
An introduction or preamble to the topic is essential,
such as
Do you remember when you were asked to?
We are going to talk about safety
Styles of questions may be factual,
such as
How did you?
They may concern reason for an action,
such as
Why did you?
They may concern contingencies,
such as
What is the procedure when?
These questions and techniques are to check the candidates knowledge and ability. They are in
addition to each multiple choice knowledge unit end tests, which are designed to ensure the
learning outcomes have been met using a test environment.
External quality control of testing

Knowledge and understanding
It is also a requirement of achieving this qualification that candidates pass an externally set
knowledge test. These papers cover the learning outcomes for each unit and measure that they
have been met. Each knowledge unit has a set of multiple choice questions and answers that must
be administered under test conditions. Details of each candidates test must be kept in a secure
location and be available for external quality assurance sampling.
Further guidance for the question banks is available in the quality assurance guideline document
Guidance on resources required for delivering the Plant operations taught qualifications (GD/PO).
This document can be located at www.caalliance.co.uk/centreresources.
EXAMPLE CANDIDATE TRAINING LOG

Candidate name: A N Other............................................... Registration No. 0000001 ...................
Course/test title: SLINGER / SIGNALLER ..........................................................................................
Unit number(s): CC 2400K, CC 2431K, CC 2431S ..........................................................................
Trainer(s) name(s): A Trainer.............................................................................................................
NB To be completed as the course/test progresses. Insert page numbers at the bottom of each
completed page. Candidates and trainers must sign each page as it is completed.
Date/
Activity include: task, location,

tools and equipment
Feedback
Certificates and method statement, get

information classroom
After initial introduction to

subject Mr Other comfortable
with course content.
CC2400K Site safety and roles and

responsibilities for plant operators
classroom
Existing site experience

demonstrated during this
subject.
DAY
ONE
pm
&
DAY
TWO
am
Safety classroom and cranes

certificates, types
Good understanding of crane

set-up procedures.
DAY
TWO
am
Chains, web slings, SWL, shackles

and eye bolts storage
Good understanding. Identified

and selected various types of
lifting accessories, storage
requirements and procedures.
AT
Calculations, charts, sling angles etc.,

sums classroom
Several attempts on
calculations before being
relaxed with subject.
AT
Unit CC2400K
Multi choice test completed and

27
passed /30.
AT
time
DAY
ONE
am
DAY
TWO
pm
Set up, ground bearing (45)
Trainer
initials
AT
AT
RCI info to give crane operator

classroom
C of G and lifting points

How to lift boxes and furniture
classroom
Checking slings in yard
Put markers for C of G on loads

Establishing weights of loads using
tables etc.
Sling boxes timbers and frame
Maintenance and storage of lifting gear
Candidate
signature:
AN
PPE and COSHH, including

rope dressing understood.
Made good use of available
equipment.
Trainer(s)
Other ..................................signature(s): A
Trainer ...............Date:......
AT
xx/xx/xx
EXAMPLE CANDIDATE TRAINING LOG

Date/
time
DAY
THREE
am

tools and equipment
Feedback
Trainer
initials
Signals, radios, lights, hand signals

classroom and yard
Demonstrated clear and distinct

signalling.
AT
Lifted metal frame 1.4 tonnes using

chains after checking all crane and
lifting gear certificates
Shown how to lift and move
unbalanced loads
DAY
THREE
pm
AT
More thought needed before
slinging unbalanced loads.
Good application of slinging

Lifted bundles of steel one at
2.2 tonnes, one at 1.6 tonnes using techniques.
chains and timber using web/slings Clearer hand signal required
during blind lifts.
Shown how to signal to crane
AT
AT
driver when load out of site.

DAY
FOUR
am
22
CC 2431K multi-choice theory test
Passed
Checked crane and lifting

accessories.
All checks completed without

prompting.
/25
AT
Lifted 4 different loads blind

balanced block at 1.2 tonnes,
unbalanced timber bundle at
0.8 tonne, unbalanced steel bundle
at 1.8 tonnes and upright I beam at
1.2 tonnes
All lifts completed clean and good.
AT
CC 2431S
Completed without re-corrections.

Candidate passed skills unit, now
ready for test.
AT
Practical end test CC 2530
Practical end test passed.
AT
Shown how to use plate clamps

and lifting frames
Lifted 2 loads
Unbalanced load steel plate with
box section lifted into blind position
using plate clamps and frame
instructor gave feedback
Summary Extremely satisfied

with the course and its content.
Enjoyed the course and have
learnt new skills
Candidate
signature:
AN
Trainer(s)
Other ..................................signature(s): A
10
Trainer ...............Date:......
xx/xx/xx
CANDIDATE TRAINING LOG

Candidate name: ................................................................. Registration No. ...................................
Course/test title: .................................................................................................................................
Unit number(s): ..................................................................................................................................
Trainer(s) name(s): ............................................................................................................................
NB To be completed as the course/test progresses. Insert page numbers at the bottom of each
completed page. Candidates and trainers must sign each page as it is completed.
Date/
time

tools and equipment
Feedback
Trainer
initials
Candidate
Trainer(s)
signature: ...................................................... signature(s):................................Date:......................
11
CANDIDATE TRAINING LOG

Date/
time

tools and equipment
Feedback
Trainer
initials
Candidate
Trainer(s)
signature: ...................................................... signature(s):................................Date:......................
12
Title:
Site safety and roles and responsibilities for plant operators
Level:
Credit value:
Learning outcome
Test criteria
The learner will:
The learner can:
1. know peoples roles and

responsibilities within the sector
1.1 explain the structure of the industry

1.2 state the role that the plant operator is expected to
play within the structure
2. know information relevant to plant

operators
2.1 identify and interpret information relevant to a

specific task for the category of machine being
operated
2.2 explain the current plant operators registration
schemes and qualifications available
3. know the principles and aims of

health and safety at work
3.1 identify key health and safety legislation relating to:

health and safety at work, reporting injuries,
diseases and dangerous occurrences, control of
substances hazardous to health, construction,
design and management, provision and use of work
equipment, manual handling, personal protective
equipment and working at height for construction
sites
3.2 describe the key employer responsibilities under the
Health and Safety at Work Act (HASWA) relating to
safe working environment, adequate training, health
and safety information, and risk assessment and
supervision
3.3 describe the key employee responsibilities under
HASWA relating to: working safely, working in
partnership with the employer and reporting hazards
and accidents
3.4 explain the roles and responsibilities of the Health
and Safety Executive (HSE) including enforcement,
legislation, advice and inspection
3.5 identify appropriate personal protective equipment
for at least three different work situations and
environments
4. know about safety signs and

notices
4.1 describe and recognise the appropriate safety signs

for the workplace, including prohibition, mandatory,
warning and safe condition
Page 1 of 3
CC 2400K
Version 1 (01-07-2009)
5. know how to identify and deal with

hazards on construction sites
5.1 identify hazards and describe methods of accident

prevention and control
5.2 identify the purpose of risk assessments including
forms, method statements, near-miss reports and
hazard books
5.3 identify the purpose of method statements
5.4 identify why a near miss needs to be reported
5.5 list major types of hazard in the workplace including
fires, tripping, chemical spills, fuel spills, falling from
height, burns and electrical
5.6 state the importance of correct storage of fuels,
combustibles and chemicals on sites
Page 2 of 3
CC 2400K
Version 1 (01-07-2009)
Additional information about the unit:

Unit purpose and aim(s)
The aim of this unit is to provide the learner with the

knowledge to:
work safely within the construction environment.
The knowledge acquired by the learner will enable them
to:
understand how to source relevant safety information
and use the relevant safety procedures within their
organisation.
Unit expiry date
30 June 2014
Details of the relationship between the

unit and relevant national
occupational standards or other
professional standards or curricula
(if appropriate)
This unit contributes towards the knowledge and

understanding required for the following NOS unit(s):
VR 01 Conform to general workplace safety
Key skills
This unit contributes towards the key skills in the following
areas:
Communication:
1.1, 1.2
Application of number
1.1, 1.2
Working with others
1.1, 1.2
Problem solving
1.1, 1.2
Test requirements or guidance

specified by a sector or regulatory
body (if appropriate)
To be tested in the academic and capability forum
Support for the unit from an SSC or

other appropriate body (if appropriate)
Endorsed by ConstructionSkills
Location of the unit within the

subject/sector classification system
05 Construction, Planning and the Built Environment

05.2 Building and Construction
Name of the organisation submitting

the unit
Cskills Awards
Availability for use
Private/owned unit
Unit available from
1 July 2009
Unit guided learning hours
Page 3 of 3
CC 2400K
Version 1 (01-07-2009)
Trainer guidance notes

A combination of training and knowledge is required to meet the QCF learning outcomes. This additional guidance is to assist trainers in the delivery
of this unit:
Industry type
Carrying out various tasks

both accurately and efficiently
Customer / client needs
Reporting structures
Sector contribution
Social responsibilities
Individual contribution
Identify and interpret

information relevant to a
specific task for the category
of machine being operated
Health and Safety at Work

Act:
duty of care not to cause
injury to themselves or
others as a result of their
work activities
Fully aware of the job

requirements:
working as an individual or
as part of a team
working without constant
supervision
Environmental issues
Manufacturers Operators
Manual
Lift plans
Safety literature
Site/job plan
Duties charts
Tool box talks
Exemption certificate
Risk assessments
Permit to work
Method statements
Plant operator registration

schemes
National / Scottish Vocational

Qualifications (N/SVQs)
Difference between training

and competence
Suitability of individual
registration scheme to the
operator
Standardisation
Industry recognition
Training
Competence based
qualifications
Continuous individual
development
Plant operator skill

recognition
Company instructions
Information
Explain the current plant

operator registration scheme
and qualifications available
Communication with
colleagues / management /
other trades
Testing
Lifelong skills
Working practices
Other occupations
K 2.12.3, S 2.12.3
2 Know information relevant to plant

operators
Describe the nature of the

sector of industry and their
role and responsibilities as a
plant operator
Q
A
CA
QC
ccrroossss
rreeff..
TTrraaiinniinngg ssppeecciiffiiccaattiioonn
TTeesstt ccrriitteerriiaa
K 1.11.5, S 1.11.3
1Know peoples roles and

responsibilities within the
sector
LLeeaarrnniinngg
oouuttccoom
meess
Certification
Page 1 of 2
CC 2400K
Version 1 (01-07-2009)
4 Know about safety

signs and notices
RIDDOR
Manual Handling Regulations
COSHH
Safe working environment
CDM
Adequate training
PUWER
Health and safety information
HASWA
Risk assessment
Explain the roles and

responsibilities of the HSE
Enforcement
Advice
Inspection
Describe and recognise the

appropriate safety signs for
the workplace
Safety signs:
based on an international
system
Designed to convey important
messages for:
the prevention of accidents
identification of hazards
actions to be taken in an
emergency
Prohibition signs (what must

not be done): Circular red
border and crossbar
Mandatory signs (what must
be done): Circular white
symbol on blue background
Warning signs (warns of

hazard or danger): Triangular
yellow background with
black border and symbol
Risk assessments
Fires
Falls from height
Method statements
Tripping
Burns and electrical
Near-miss reports
Chemical spills
Hazard books
Fuel spills
Correct storage of fuels,

combustibles and chemicals
Identify and describe types of

hazards and accident
prevention and control
Reporting hazards and

accidents
Working safely
Personal protective
equipment
Legislation
Page 2 of 2
Information signs (indicates or

gives information of safety
provision): Square or
rectangular white symbols
on green background
K 5.1, S 5.1
Identify key health and safety

legislation; key employer /
employee responsibilities
under HASWA and identify
appropriate personal
protective equipment
K 4.1-4.4, S 4.14.4
5 Know how to
identify and deal with
hazards on
construction sites
Q
A
CA
QC
ccrroossss
rreeff..
K 3.13.2, S 3.13.2
3 Know the principles

and aims of health and
safety at work
LLeeaarrnniinngg
oouuttccoom
meess
CC 2400K
Version 1 (01-07-2009)
Title:
Know how to operate a crawler tractor/side boom
Level:
Credit value:
Learning outcome
Test criteria
The learner will:
The learner can:
1. know how to prepare the machine

for work
1.1 identify and explain the purpose of principal

components, the basic construction, controls and
terminology
1.2 describe the manufacturers requirements as per the
operators handbook, other types of information
source and relevant regulations and legislation
1.3 list and explain all pre-use checks
1.4 list and explain all functional and operational checks
2. know how to drive and manoeuvre

the machine
2.1 explain how to configure and set up the machine for

travel
2.2 describe the necessary procedures to travel over
rough, undulating ground, substantial inclines and
level surfaces
2.3 describe the actions required to manoeuvre in
restricted spaces
3. know how to set up the machine

for work
3.1 explain how to configure and set up the machine for

lifting duties
3.2 understand and explain rigging and de-rigging
procedures
3.3 explain actions required for dealing with hazards,
underground and overhead services
4. know how to undertake the

specified work tasks
4.1 describe the actions required to programme/set-up

rated capacity indicators for lifting duties
4.2 describe the actions required to lift various loads
using the full radius capabilities
4.3 describe the actions required to accurately place
loads
4.4 explain actions required to minimise the swinging of
loads
4.5 describe the actions required to move loads through
machine travel
4.6 explain actions required to comply with signals and
instructions
4.7 explain actions required to maintain safe working
situations
continued
Page 1 of 3
CC 2427K
Version 1 (01-07-2009)
Learning outcome
Test criteria
The learner will:
The learner can:
5. know how to complete work tasks
5.1 understand and explain how to prepare the crawler

tractor/side boom in preparation of movement postlifting duties
6. know how to shut down the

machine
6.1 list and explain the shut-down, isolation and securing

procedures
6.2 list and explain the loading and unloading
procedures for machine transporting
Page 2 of 3
CC 2427K
Version 1 (01-07-2009)

The aim of this unit is to provide the learner with the

knowledge to operate a crawler tractor/side boom.
The knowledge acquired by the learner will enable them
to:
prepare the machine
operate the machine
shut down the machine.
Unit expiry date
30 June 2014

(if appropriate)

VR 02 Conform to efficient work practices
VR 386 Prepare plant or machinery for operational
performance
VR 387 Operate plant or machinery to lift and
transfer loads
Key skills
areas:
Communication
1.1, 1.2
1.1, 1.2
Working with others
1.1, 1.2
Problem solving
1.1, 1.2





the unit
Cskills Awards
Private/owned unit
Unit available from
1 July 2009
Page 3 of 3
CC 2427K
Version 1 (01-07-2009)
Title:
Operate a crawler tractor/side boom
Level:
Credit value:
Learning outcome
Test criteria
The learner will:
The learner can:
1. prepare the machine for work
1.1 comply with manufacturers requirements as per the

operators handbook, other types of information
source and relevant regulations and legislation
1.2 carry out all pre-use checks
1.3 carry out all functional and operational checks
2. drive and manoeuvre the machine
2.1 configure and set up the machine for site travel

2.2 travel the crawler tractor/side boom over rough,
undulating ground, substantial inclines and level
surfaces
2.3 manoeuvre in restricted spaces
3. set up the machine for work
3.1 configure and set up the machine for lifting duties

3.2 operate the crawler tractor/side boom near
hazards, underground and overhead services safely
4. undertake the specified work

tasks
4.1 programme/set-up rated capacity indicators for lifting

duties
4.2 lift various loads using the full radius capabilities
4.3 accurately place loads
4.4 minimise the swinging of loads
4.5 move loads through machine travel
4.6 understand and comply with signals and instructions
4.7 maintain safe working situations
5. complete work tasks
5.1 prepare the crawler tractor/side boom in

preparation of movement post-lifting duties
6. shut down the machine
6.1 carry out the shut-down, isolation and securing

procedures
Page 1 of 2
CC 2427S
Version 1 (01-07-2009)

The aim of this unit is to provide the learner with the skills
to operate a crawler tractor/side boom.
The skills developed by the learner will enable them to:
prepare the machine
operate the machine
shut down the machine.
Unit expiry date
30 June 2014

(if appropriate)

VR 02 Conform to efficient work practices
VR 386 Prepare plant or machinery for operational
performance
VR 387 Operate plant or machinery to lift and
transfer loads
Key skills
areas:
Communication
1.1, 1.2
1.1, 1.2
Working with others
1.1, 1.2
Problem solving
1.1, 1.2





the unit
Cskills Awards
Private/owned unit
Unit available from
1 July 2009
25
Page 2 of 2
CC 2427S
Version 1 (01-07-2009)

A combination of training, knowledge and skills is required to meet the QCF learning outcomes. A Candidate safely operating a crawler-tractor side
boom to a basic standard will need to be trained to the following:
Name and explain the

purpose of principal
components, the basic
construction, controls and
terminology
Differing types
Functions and applications
Power units
Hydraulic systems
Transmissions
Chassis / tracks
Stability / ground pressure
Booms / jibs
Conform with manufacturers

requirements as per the
operators handbook, other
types of information source
and relevant regulations and
legislation
Operators Manual
Machine decals
Health and Safety at Work
Act
PPE
Codes of Practice
Site plans / drawings
Method statements
Lifting requirements and
limitations
Risk assessments / COSHH

Inspection and reporting forms
Undertake all pre-use checks
Regular and non-scheduled

maintenance procedures
Sequence of pre-use checks
Defect reporting
Configure and set for site

travel
Steering controls
Attachments / accessories
Travel position
Site travel
Boom / jib positioning
Visibility
Road Traffic Act

Stowage of accessories
Travel over rough, undulating

ground, substantial inclines
and level surfaces
Travel routes
Slopes / inclines
Direction of travel
Traction
Ground conditions
Hazards
Working area
Environment protection /
Manoeuvre in confined
spaces
Visibility
Limitations of vision
Height restrictions
Protection of ground / tight

turns
Hazards
Environmental / noise / fumes
Page 1 of 3
Hoisting gear / ropes

Safety systems
ROPS / FOPS
Attachments
/ procedures
Lift plans
minimise damage
K 2.12.3,
S 2.12.3
2 Drive and manoeuvre the

machine
Q
A
CA
QC
ccrroossss
rreeff..
K 1.11.4,
S 1.11.3
1 Prepare the machine for work
LLeeaarrnniinngg
oouuttccoom
meess
CC 2427
Version 1 (01-07-2009)
Configure and set for lifting

duties
Positioning
Required configuration (lift
plan)
Lift controls
Explain rigging and de-rigging

procedures
Types of extensions
Procedures
Hazards
Supporting methods
Storage
Testing / certification
Duties / RCI set-up
Explain actions required for

hazards, underground and
overhead services
Types of typical services

Warning / identification
systems
Reporting procedures for

damage to services
Minimum distances and

clearances
Programme / set-up Rated

Capacity Indicators for lifting
duties
Types of RCI
Regulations / legislation
Principles of operation
Lifting duties
Function and application of
common types
Number of falls
Testing, setting / programming
Lift various loads using full

radius capabilities
Duties charts
Lifting accessories and
slinging requirements
Lift plans
Lifting controls
Boom deflection
Accurately place loads
Ground conditions / hazards

Visibility
Stability
Load swings
Out-of-sight lifts
Signalling / following
instructions
Protection of lifting
accessories
Minimise the swinging of

loads
Rope length
Slew speeds
Techniques
Stability
Observation / anticipation
Move loads through machine

travel
Duties charts
Configuration
Stability
Route / ground condition

Load integrity / security
Load swing
Visibility
Hazards
Regulations / legislation
Environmental conditions
Hazards
Counterweights
Levelling / inclines
Signalling procedures
Stability / counterweight
Hazards
Trial lifts
Load stability / security
Site markings
Stability / ground pressure
Falls of rope
for different duties

Visibility
Tandem lifting
Environmental conditions
Load swings
Falls of rope
K 4.14.7,
S 4.14.7
4 Undertake the specified work tasks
Q
A
CA
QC
ccrroossss
rreeff..
K 3.13.3,
S 3.13.2
3 Set up the machine for work
LLeeaarrnniinngg
oouuttccoom
meess
continued
Page 2 of 3
CC 2427
Version 1 (01-07-2009)
5 Complete
work tasks
Methods and types of signals

Methods of verbal instruction
Multiple signalling
Electronic communication /
setting-up
Codes of Practice
Radio protocol
Maintain safe working

situations
Stability
Load swings
Load security
Hazards
Prepare the side-boom in

preparation of movement
post-lifting duties
Stowage of materials /
accessories
Travel configuration
Carry out shut-down and

securing procedures
Shut-down procedures
Parking and positioning
Security
Explain the loading and

unloading procedures for
machine transporting
Compatibility
Positioning
Security
Types of transporter
Page 3 of 3
K 6.16.2, S 6.1
Comply with signals and

instructions
K 5.1, S 5.1
6 Shut down the

machine
Q
A
CA
QC
ccrroossss
rreeff..
K 4.14.7,
S 4.14.7
4 Undertake the
specified work
tasks con
LLeeaarrnniinngg
oouuttccoom
meess
CC 2427
Version 1 (01-07-2009)
Section Three
CC 2526
Prepare and use a crawler tractor/side boom, to carry out
lifting duties and associated operations
OPERATOR TEST GUIDANCE NOTES

Practical test
Time allowed up to 3 hours
Instructions to candidates
You should read all the instructions carefully before you start work and check with your trainer
if necessary to make sure that you understand what you have to do. If you need to ask for help
once you start the test it may affect whether you pass or not. You should also read the test criteria
to see what your trainer is testing and to remind you of the required standard.
You must complete all the tasks within 3 hours. Over-running the guided time for the tasks will
mean you will not achieve the test.
In order to pass this test, you must show your trainer that you use safe working practices
throughout this test. You must use the relevant safety equipment and work to current
legislation and regulations. If you do not do this, your trainer will stop the test immediately.
This test is made up of a series of related tasks based around a practical situation.
Area
Ground with level and uneven terrain
Trench of at least 1 metre deep for the placing of steel piping
Equipment specification
1.
Machine Serviceable crawlertractor chassis that meets current legislation, with side-boom
equipment.
The operators manual must be with the crawler tractor/side boom.
2.
Suitable load of known weight, being steel piping, which must be a minimum of 4 metres long
and at least 0.5 of a metre in diameter.
3.
Maximum radius equates to the configuration of crawler tractor/side boom crane being
used for the test.
4.
Suitable, fit for purpose certificated lifting accessories for the piping.
5.
Slinger and signaller assistance (slinger/signaller to be trained and certified).
6.
Cones/materials etc., to create restrictions for manoeuvring.
Page 1 of 11
CC 2526
Version 1 (01-07-2009)
OPERATOR TEST GUIDANCE NOTES

Test specification
The candidate is required to:
1.1 carry out all manufacturers' pre-start, running and operational checks and prepare the
machine for travel
1.2 prepare and set up the crawler tractor/side boom for each lift
2.1 prepare the crawler tractor/side boom for travel
2.2 travel to the work area, up and down a slope, pass through a restriction and over rough
terrain
2.3 pick up the steel piping and travel over rough terrain before arriving at the trench
2.4 deposit the steel pipe into the trench at a given position. On completion, detach the pipe
2.5 attach and remove the pipe from the trench and place back at the original start point
3.1 stow all equipment and return the vehicle to the park position
3.2 park the crawler tractor/side boom and carry out shut-down, isolation and securing
procedures
Sequence
1.1
must be undertaken at the start of the test
3.2
must be undertaken at the end of the test
The test must be completed within the allocated time of 3 hours.
Activity measurements
Reversing restriction
800 mm
Load placing
100 mm of a given position
Page 2 of 11
CC 2526
Version 1 (01-07-2009)
Your trainer will test you using the following criteria:

Task
1 Prepare the
machine for
work and set
the machine up
for work
2 Undertake
travelling,
manoeuvring
and working
tasks
Unit CC
2526
You need to show that you have:
Carried out full pre-start, running and operational checks on the crawler
tractor/side boom as required by the manufacturer
Prepared and set the crawler tractor/side boom for travel
Cleared all restrictions when travelling
Travelled safely with the load
Cleared any encountered hazards
Ensured the allocated area was safe prior to lifting and depositing
loads
Ensured the ground conditions and lifting and placement site were
acceptable
Positioned the crawler tractor/side boom for work duties
Ensured the side boom was level prior to and during lifting loads
Programmed the RCI/LMI for all lifting duties
Agreed communication arrangements with the slinger/signaller
Not exceeded the SWL of the crawler tractor/side boom
Maintained the crawler tractor/side boom load integrity and stability at
all times
Ensured loads did not contact any obstruction
Placed the load in a retrievable position (no free-fall)
Lifted, moved and lowered all loads in a controlled manner
Assessed the route and travelled with the suspended load in a
controlled manner
Conformed with all given instructions
Mounted and dismounted crawler tractor/side boom correctly*
Carried out full observation before moving and reversing*
Maintained full observation when travelling*
Kept drive sprockets to the rear when travelling*
Kept lifting accessories clear of the ground*
Matched travel speed to the ground type and conditions*

Placed the loads at the given points within the given tolerances*
Checked the integrity of the load prior to travel*
Lifted the load vertically*
Controlled the lowering of the load*
Used the hydraulic/lifting controls in the appropriate sequence*
Used the steering and hydraulic controls smoothly and correctly*

3 Complete the
work and shut
down
Stowed and secured all lifting accessories
Overall
Completed within 3 hours
Carried out shut-down, isolation and securing procedures in

accordance with statutory and manufacturers requirements
Page 3 of 11
CC 2526
Version 1 (01-07-2009)
Notes
Those criteria not in italics are mandatory and must be achieved. The penalty system is
specific to those items marked in italics* on the marking sheet. This system is used to assist
trainers when carrying out the test. For example, if a candidate fails to maintain full observation
while travelling, then one fault is recorded. If the candidate repeats this mistake, another fault is
recorded. The total number of faults for each item is multiplied against each mark and a penalty
is awarded number of faults x mark = penalty. This is repeated for each item and at the end of
the test faults are accumulated for total penalties. This system allows for minor faults that the
candidate makes during the test. If no penalties are awarded then none must be written in the
total box. To be successful, the candidate must not exceed 10 penalties.
Page 4 of 11
CC 2526
Version 1 (01-07-2009)
Guidance for trainers

Practical test
Pages 14 contain instructions to candidates and pages 511 guidance for trainers.
Time allowed up to 3 hours
General guidance
The test should take place in a suitable work area equipped with a serviceable Crawler-tractor
chassis that meets current legislation, with side-boom equipment.
Adequate supervision needs to be provided in accordance with current regulations. The
candidate must use the relevant safety equipment and work to current legislation and
regulations. In order to pass this test, all relevant aspects of safety must be demonstrated by the
candidate at all times. Failure to do so will result in the trainer halting the test immediately.
The trainer should ensure that each candidate has a copy of the test and the test criteria, that
the candidate understands the tasks before starting the test and knows what they need to do.
Once the candidate has begun they should be able to complete the tasks without further help or
guidance. Asking for help may prevent the candidate from passing a task.
The candidate has a total of 3 hours for the test. Over-running the guided time for the tasks will
mean the candidate will not achieve the test.
The test consists of a series of related tasks around a practical scenario.
There is no minimum period that must elapse before a candidate can retake a test; this will
depend on the time needed to address the weaknesses that led to the candidate failing at the
previous attempt.
Preparation for the test
The candidate must be allocated a practical test work area, allowing enough space to carry out
the tasks in accordance with the equipment and test specification.
During the test
Throughout the tasks, the candidate will need another person to assist with slinging and
signalling procedures, holding the tape etc. It is important that the candidate takes control of the
situation but is not penalised for problems caused by the person assisting.
If the candidate does not successfully achieve the test, the trainer must provide feedback on
performance and, where appropriate, provide a suitable action plan for the candidate.
Page 5 of 11
CC 2526
Version 1 (01-07-2009)
Notes on using the mark sheet and feedback sheet

The test criteria on the mark sheet outline the performance required in each task. The trainer
must use the mark sheet provided to make notes on each candidates performance during the
practical test and to record achievement. Comments should support the test decisions. While it
is not essential to make a comment for every test criterion, a comment must be made for any
criterion not achieved as this will form the basis of feedback and the action plan. A unit may be
split across several tasks. A candidate needs to achieve all of the relevant test criteria for unit
accreditation. The test is pass or fail only; a candidate whose performance does not meet all the
criteria for a Pass grade will be given a Fail grade.
The trainer must complete a mark sheet for each candidate, and both trainer and candidate
must sign and date it. An example of a completed mark sheet is provided below.
Although some feedback may be given verbally, trainers should complete a feedback sheet for
each candidate (see page 11), showing the key information given to the candidate. This will also
act as an action plan for candidates who are unsuccessful in achieving the test and need to do
further work/training before taking the test again.
The mark sheets and feedback sheets must be retained and made available for scrutiny by the
quality advisor.
Additional guidance
There is an additional sheet to assist the trainer when confirming that the candidate has not
exceeded 10 penalties (see page 9). The purpose of this section is to measure the candidates
performance by recording a number of faults against a given item(s) on the marking sheet.
These specific areas have been identified as critical points which are likely to prevent the
candidate from achieving optimum performance due to operational constraints and conditions at
the time of the test.
The penalty system is specific to those items marked in italics* on the marking sheet. This
system is used to assist trainers when carrying out the test. For example, if a candidate fails to
place loads at the given points within the tolerance, then one fault is recorded. If the candidate
repeats this mistake, another fault is recorded. The total number of faults for each item is
multiplied against each mark and a penalty is awarded number of faults x mark = penalty.
This is repeated for each item and at the end of the test faults are accumulated for total
penalties. This system allows for minor faults that the candidate makes during the test. If no
penalties are awarded then none must be written in the total box. To be successful, the
candidate must not exceed 10 penalties.
Example
FAULTS
1.
2
3.
4.
5.
Candidate incorrectly carried out the following:

Full observation before moving
Full observation whilst travelling
Body fully emptied after discharging
All loads lifted vertically
Placing loads at the given points within the given tolerance
Not exceeded 10 penalties
Fault
1
0
4
1
1
Mark
Penalty
2
2
1
3
2
Total penalties
2
0
4
3
2
11
Pass / Fail
Page 6 of 11
CC 2526
Version 1 (01-07-2009)
OPERATOR TEST MARKING SHEET

To be completed by the trainer and signed by the candidate
Task
1 Prepare the
machine for
work and set
the machine up
for work
2 Undertake
travelling,
manoeuvring
and working
tasks
Unit
CC 2526
Comments (as appropriate)

but any crosses must have a comment
Carried out full pre-start, running and operational checks on the

crawler tractor/side boom as required by the manufacturer
Prepared and set the crawler tractor/side boom for travel
Cleared all restrictions when travelling
Travelled safely with the load
Cleared any encountered hazards
Ensured the allocated area was safe prior to lifting and depositing
loads
Ensured the ground conditions and lifting and placement site were
acceptable
Positioned the crawler tractor/side boom for work duties
Ensured the side boom was level prior to and during lifting loads
Programmed the RCI/LMI for all lifting duties
Agreed communication arrangements with the slinger/signaller
Not exceeded the SWL of the crawler tractor/side boom
Maintained the crawler tractor/side boom load integrity and
stability at all times
Ensured loads did not contact any obstruction
Placed the load in a retrievable position (no free-fall)
Lifted, moved and lowered all loads in a controlled manner
Assessed the route and travelled with the suspended load in a
controlled manner
Conformed with all given instructions
Page 7 of 11
CC 2526
Version 1 (01-07-2009)
OPERATOR TEST MARKING SHEET

Task
2 continued
Unit
CC 2526
Comments (as appropriate)

but any crosses must have a comment
Mounted and dismounted crawler tractor/side boom correctly*

Carried out full observation before moving and reversing*
Maintained full observation when travelling*
Kept drive sprockets to the rear when travelling*
Kept lifting accessories clear of the ground*
Matched travel speed to the ground type and conditions*

Placed the loads at the given points within the given tolerances*
Checked the integrity of the load prior to travel*
Lifted the load vertically*
Controlled the lowering of the load*
Used the hydraulic/lifting controls in the appropriate sequence*
Used the steering and hydraulic controls smoothly and correctly*

3 Complete the
work and shut
down
Stowed and secured all lifting accessories
Overall
Completed within 3 hours
Carried out shut-down, isolation and securing procedures in

accordance with statutory and manufacturers requirements
Have all test criteria for the unit been achieved?

Candidates signature:
Date:
Trainers signature:
Date:
Page 8 of 11
Quality Advisors signature:
Date:
CC 2526
Version 1 (01-07-2009)
Additional guidance
Working tasks
Travelling
and manoeuvring
FAULTS
Candidate incorrectly carried out the following:
Fault
Mark
1. Mounting and dismounting the crawler tractor/side

boom correctly
2. Carrying out full observation before moving and

reversing
3. Maintaining full observation when travelling
4. Keeping drive sprockets to the rear when travelling
5. Keeping lifting accessories clear of the ground
6. Matching travel speed to the ground type and

conditions
7. Placing the loads at the given points within the

given tolerances
8. Checking the integrity of the load prior to travel
9. Lifting the load vertically
10. Controlling the lowering of the load
11. Using the hydraulic/lifting controls in the appropriate

sequence
12. Using the steering and hydraulic controls smoothly

and correctly
Not exceeded 10 penalties
Penalty
Total penalties
Pass / Fail
Page 9 of 11
CC 2526
Version 1 (01-07-2009)
Summary of coverage of the practical end test

Unit task
Outcomes from Units 2427K, 2427S
Task coverage
1 Prepare the
machine for
work and set the
machine up for
work
1. prepare the machine for work
Practical skills
1.11.3
2 Undertake
travelling,
manoeuvring
and working
tasks
2. drive and manoeuvre the machine
Underpinning knowledge
1.11.4
Practical skills
2.12.3
2.12.3
3. set up the machine for work
Practical skills
3.13.2
3.13.3
4. undertake the specified work tasks
Practical skills
4.14.7
4.14.7
3 Complete the
work and shut
down
5. complete work tasks
Practical skills
5.1
5.1
6. shut down the machine
Practical skills
6.1
6.1, 6.2
Page 10 of 11
CC 2526
Version 1 (01-07-2009)
Candidate feedback sheet

Candidates name:
Task and date
Trainers comments
(The trainer should sign after each feedback session)
Action plan (if appropriate)
Date:
Candidates signature:
Date:
Trainers signature:
Page 11 of 11
CC 2526
Version 1 (01-07-2009)

Side Boom Training

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Side Boom Training

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Qualification Details

Published by Cskills Awards, Bircham Newton,

Cskills Awards has made every effort

Section two Units of training

Guidance for training organisations

Site safety and roles and responsibilities for plant operators

Section three practical end test

Prepare and use a crawler tractor/side boom, to carry out lifting

Level 2 Award in Plant Operations

CC 2427K Know how to operate a crawler

Construction Awards Alliance (CAA) requirements for trainers

Completion of the Plant Operations qualification

Internal quality assurance

External quality assurance

Guidance for training organisations

Candidate : Machine : Trainer Ratio

4 Candidates : 2 Machines : 1 Trainer

Confirmation of related knowledge and understanding

External quality control of testing

EXAMPLE CANDIDATE TRAINING LOG

Activity include: task, location,

Certificates and method statement, get

After initial introduction to

CC2400K Site safety and roles and

Existing site experience

Safety classroom and cranes

Good understanding of crane

Chains, web slings, SWL, shackles

Good understanding. Identified

Calculations, charts, sling angles etc.,

Multi choice test completed and

Set up, ground bearing (45)

RCI info to give crane operator

C of G and lifting points

Put markers for C of G on loads

PPE and COSHH, including

EXAMPLE CANDIDATE TRAINING LOG

Activity include: task, location,

Signals, radios, lights, hand signals

Demonstrated clear and distinct

Lifted metal frame 1.4 tonnes using

Good application of slinging

driver when load out of site.

CC 2431K multi-choice theory test

Checked crane and lifting

All checks completed without

Lifted 4 different loads blind

Completed without re-corrections.

Practical end test CC 2530

Practical end test passed.

Shown how to use plate clamps

Summary Extremely satisfied

CANDIDATE TRAINING LOG

Activity include: task, location,

CANDIDATE TRAINING LOG

Activity include: task, location,

Site safety and roles and responsibilities for plant operators

The learner will:

The learner can:

1. know peoples roles and

1.1 explain the structure of the industry

2. know information relevant to plant

2.1 identify and interpret information relevant to a

3. know the principles and aims of