TA1 English - Backhoe Loader

TA-1 Visual Inspection for Backhoe Loaders
SMCS - Job Code - 540 Component Code - 753S
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
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

3. Middle Level Inspection
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

4. Upper-Level Inspection
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

5. Implement/Attachment Inspection
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
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

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
Backhoe Loader TA1 Inspection Reference
Inspection Benefits:
Minimizes downtime through scheduled maintenance
Locates potential problems
Finds overlooked problems
Enables scheduled maintenance and repairs
Lowers owning and operating costs
Guidelines:
Wiring Harness Inspection Guidelines
Check for tubes, hoses, and wiring harnesses rubbing against:
One another
Sharp corners
Bolt heads
Check for tubes, hoses, and wiring harness not properly secured:
Missing clips and/or wire ties
P-clips not attached
Harness Connector Inspection Guidelines

Check for connectors:
Not properly secured in place
Rubbing against machine frame
Rubbing against sharp edges
Implement Linkage Pin Inspection Guidelines

Check for:
Loose or broken flange mounting bolt
Elongated bolt hole in flange (hole is located behind pin retaining bolt)
Loose or missing pin retainer bolts
Irregular shaped pin bores
Hydraulic Cylinder Inspection Guidelines:

Check for:
Oil leaks indicated by dirt or oil buildup around the cylinder lip seal
Oil leaks at hose connections
Damage to cylinder rods
Damage or wear to linkage pins (refer to “Pin Inspection Guidelines” for inspection procedure)
1. Inspection Preparation:
1.1 Check with customer for operator complaints

1.2 Prepare the machine for the inspection
Be sure the area is free of personnel. Make sure no one is underneath the machine, around the machine, or on the
Turn the key to the ON position to check fluid levels using the monitor. If fluid levels cannot be checked using the m
check the engine oil, hydraulic oil, and coolant levels. If necessary, add engine oil, hydraulic oil, or coolant to reac
Park the machine in the standard service position
1.3 Perform safety/preparatory inspection
1.4 Download machine fault codes
Download machine fault codes using either of the following methods:
Electronic Technician (ET)
Machine monitor
1.5 Check Product Link (https://productsupportglobalcontent.cat.com/cda/files/712700/7/Product%20Link%20Dealer%
Is machine equipped with PL?
Is PL activated?
Is PL functioning properly?
1.6 Observe engine exhaust colors
Start the machine and observe exhaust colors:
White smoke after initial startup could indicate coolant in the engine cylinders
Blue smoke during startup may indicate oil in the engine cylinders
Continuous black smoke could indicate an improper air/fuel mixture
Continuous grey smoke may indicate a fuel timing problem
1.7 Listen for unusual noises
Excessive noise coming from hydraulic pump could indicate either:
Pump cavitation
A loose or failed bearing
Excessive noise coming from engine compartment could indicate:
Fuel injector damage
Engine bearing damage
Valve train damage
2 Lower-Level Inspections:
2.1 Tires and Rims

Proper inflation
Cuts, cracks, splits, or busies in the tread or sidewall area
Bumps or bulges may indicate tire separation
Safe tread depth
Tread worn down to the built-in wear indicators
Tire cords or exposed fabric
Uneven tread wear
Cracks, pits from corrosion, or other visible damage to rims
2.2 Fenders
Bent or damaged fenders and mounting brackets
Potential interference with tires
Loose or missing mounting bolts
2.3 Steering Arms and Kingpins
Structural damage
Excessive play and loose or missing retainer plates in kingpins
Improper lubrication and damaged or missing grease fittings
Damaged, missing, or improperly adjusted stop bolt
2.4 Steering Cylinders, Tie Rods, and Linkages
Refer to “Hydraulic Cylinder Inspection Guidelines” for procedure
Damage or wear to linkages, fasteners, and grease fittings
Check for cracked or blown out grease boots
Check tie rod adjustment stop nuts
Refer to “Linkage Pin Inspection Guidelines” for inspection procedure
2.5 Front Differential and Steering Axle
Check differential oil level
If the oil level is low, check the following areas for leaks:
Sealing surface between the axle housing and the differential housing
Sealing surface between the differential carrier flange and the steering axle housing
Sealing surface between the drive shaft and differential carrier
Oil drain and fill plugs
Check axle for structural damage or weld cracks
Axle oscillation joint for loose or missing pin retaining bolt or elongation of the hole in the pin tag
Axle oscillation stops for damage or improper adjustment
2.6 Engine Oil Pan
Check for oil accumulation on the bottom of the oil pan; if oil is found on the pan, inspect the following:
Leaks around the oil pan mounting flange
Leaks around the oil level sensor, drain valve, and the dipstick tube
Cracks and/or leaks in the oil pan casting
2.7 Engine Mounts
Loose or damaged bolts
Cracked or damaged washer
Cracked or damaged mount brackets
Wear, damage, cracking of upper and lower rubber support pads
There should be no metal-to-metal contact
2.8 Fuel System Lines, Pumps and Filter Bases
Damaged, rubbing, or worn fuel lines
Loose hose connections
Rubbing, damaged, or worn wiring harnesses and connectors
2.9 Hydraulic Pump

Leaks around hose connection points
Rubbing, damaged, or worn hoses
Rubbing, damaged, or worn wiring harnesses or connectors
Loose or damaged hose clamps on pump suction lines
2.10 Transmission, Torque Converter, and Transfer Gears
Leaks around hose connections
Check for oil or dirt buildup at the following locations:
Transmission output shaft
Sealing surface between the back and front halves of the transmission case
Sealing surface between the transmission housing and the torque converter
Drain and fill plugs
2.11 Transmission Mounts
Loose or damaged bolts
Cracked or damaged washer
Wear, damage, or cracking of upper and lower rubber support pads
2.12 Loader Implement Control Valve
Leaks around connection points for hose and control valve components
2.13 Front Drive Shaft
Loose or missing U-joint retainer bolts
Worn or loose U-joints or drive shaft spline
Grease leaking from U-joint seals or from drive shaft spline seal
Grease leakage in these areas would indicate possible seal damage
2.14 Rear Drive Shaft and Parking Brake
Check Drive Shaft for:
Loose or missing U-joint retainer bolts
Worn or loose U-joints or drive shaft spline
Grease leaking from U-joint seals or from drive shaft spline Seal
Grease leakage in these areas would indicate possible seal damage
Check Parking Brake for:
Proper operation
Excessive pad or rotor wear
Loose or damaged caliper mechanism or cable
2.15 Rear Differential and Axle

Check the following areas for leaks:
Sealing surface between the axle housing and the differential housing
Sealing surface between the drive shaft and differential carrier
Oil drain and fill plugs
Hoses and connectors to service brake and differential lock
Check for:
Loose or damaged axle mounting bolts
2.16 Final Drives and Wheel Spindles
Check final drive oil level: (Refer to OMM for procedure)
If the oil level is low, check the following areas for leaks:
Sealing surface between the planetary housing and the final drive housing
Duo-cone seal located between the axle housing and the back of the final drive housing
Oil leakage around the drain and fill plugs
2.17 Main Machine Frame
Damage to frame
Structural cracks
Cracked welds
3 Middle-Level Inspections:
3.1 Work Lights

Check road lights, turn signals, hazard flashers, work lights, and other lights for:
Proper operation
Cracked or broken lenses
Damaged wiring harnesses
3.2 Steps and Handrails
Ensure that steps and handrails are in place
Damaged, missing, or loose mounting hardware, bolts and brackets
Damage to steps or handrails
Excessive dirt or debris
3.3 Batteries and Battery Cables
Battery posts and cables for corrosion or damage
For rubbing, damaged or worn cables
Battery hold down for proper function and tightness
3.4 Cab Mounts
Loose or damaged mounting bolts
Cracked or damaged washers
Wear, damage, cracking of upper and lower rubber support pads
There should be no metal to metal contact
3.5 Backhoe Implement Control Valve
Leaks around connection points for hose and control valve components
3.6 Cab Exterior
Bent or damaged cab structure
Cracked or broken glass
Damaged or missing mirrors
Worn or broken windshield wiper arms or wiper blades
4 Upper-Level Inspections:
4.1 Radiator/Oil Cooler Screen

Debris on the screen; clean if necessary
Holes and tears in the screen
4.2 Hood and Platform
Check gas struts and hinges for :
Proper function
Loose or damaged linkages
Check hood ventilation screens and air inlet port for :
Plugging with debris or excessive dirt
Loose, missing, or damaged screens
Check hood latch for damage or improper operation
Check hood air inlet port for:
Plugging with debris or excessive dirt
Loose, missing or damaged screens
Loose, missing or damaged baffle seal on air cleaner assembly
4.3 Radiator Cap
If the radiator is cool, check O-ring seals on the expansion tank cap for wear or damage
4.4 Radiator, Oil Cooler, and Condenser
Rubbing, cracked, and damaged hoses
Loose connections
Improperly secured hoses
Plugged cores
Plugged screens
Damaged fins
4.5 Cooling Fan, Fan Guard, and Shroud
Loose, damaged, or missing bolts
Loose or damaged wire fan guard
Loose or damaged fan shroud
Damaged, cracked, or missing engine fan blades
4.6 Pulleys, Belts, Water Pump, Compressor Clutch, Alternator and Fan Drive
Check belt drives for:
Worn, cracked, or broken belts
Proper belt tension
Check for oil leaks around air condition compressor clutch
Check water pump for:
Coolant leaks around water pump mounting flange
Coolant leaks through the weep hole in the water pump housing
4.7 Cylinder Head and Valve Cover
Oil and dust buildup around the sealing surface of the valve cover which would indicate:
Loose connection at the joint
Damaged gasket or seal
4.8 Turbocharger
Black soot around the areas where the turbocharger bolts to the to the exhaust manifold or to the exhaust pipe whi
Loose connection at the joint
Loose or broken mounting bolts
Oil leakage around the turbocharger oil line
Loose or damaged hose clamps on air inlet tube and compressor housing
4.9 Exhaust Manifold
Black soot around the sealing surface where the exhaust manifold bolts to the engine block would indicate:
Loose connection at the cylinder head joint
Loose or broken manifold bolts
Cracks or other damage in the manifold housing
4.10 Air Cleaner
Loose or damaged hose clamps on securing turbocharger air inlet tube
Improperly sealing air inlet baffles
Look for tears, cracks, or other damage which would prevent a tight seal between the hood and filter ho
Look for signs of “dirt tracks” as an indication of air leaks
4.11 Cab Interior
Excessive dirt in cab air filter
Proper function of seat and seat belt
Wear or damage to seat belt
Seat belt replacement date
Proper function of door and latches
Worn or broken window latches or slides
Damaged or inoperable gauges and controls
5 Implement/Attachment Inspections:
5.1 Loader Lift Cylinder

Refer to “Hydraulic Cylinder Inspection Guidelines” for inspection procedure
Damage or wear to linkage pins
5.2 Loader Lift Arm
Refer to “Linkage Pin Inspection Guidelines” for procedure
Check lift arms for:
Structural damage or cracks around welded joints
Check pin joints for:
Blown out pin joint lip seals indicated by dirt and grease buildup around the pin joints
Loose, damaged, or worn pin joints
Loose, damaged, or missing snap ring retainers
Damage to lift arm position sensor at the lift arm pivot linkage
5.3 Loader Tilt Cylinder
Damaged pin joint lip seals indicated by dirt and grease buildup around the pin joints
5.4 Loader Tilt Levers
Damaged pin joint lip seals indicated by dirt and grease buildup around the pin joints
Loose, damaged, missing snap ring pin retainers
5.5 Loader Bucket Linkage
Loose or missing snap ring pin retainers
5.6 Loader Bucket
Cracks on base edges:
Beside adapters and corner welds
On top and bottom of rear weld
Loose, damaged or missing fasteners on base edge and side cutters
Excessive wear on base edge, side cutters and wear plates
Excessive wear on the bucket tips
Replace tips that worn through on the bottom or cracked in the pocket area
Damage to bucket tip adapters
Replace badly worn bottom straps that are worn into bottom cavity
Damaged or missing retainer pins
Tap lightly on each pin; replace pin if it moves easily
5.7 Stabilizer Cylinders
5.8 Stabilizers
Check lift arms for:
Structural damage or cracks around welded joints
Check pin joints for:
Damage or wear to pins / bores
Loose, damaged or missing snap ring pin retainers
5.9 Swing Cylinders
Damage or wear to linkage pins, bearings and retainers
5.10 Swing Pins and Bearings
Loose or broken pin flag and retainer bolts
Improper lubrication
Broken or damaged grease lines or grease fittings
Loose or damaged swing position sensor harness or connector
5.11 Lower Boom Area
Hose connections for leaks
Hoses for rubbing, damage, or wear
Grease fittings for damage or leaks
Boom lock
for proper operation and damage to cable or locking mechanism
For damaged or missing rest pads
Loose or broken foot pin retainers and or irregular shaped pin bores
5.12 Boom Cylinder
Damage or wear to linkage pins or snap ring retainers
5.13 Stick Cylinder
Damaged or leaking grease lines
Inspect boom to stick pin and stick to bucket cylinder pin
5.14 Extendable Stick
Oil leaks indicated by dirt or oil buildup around the stick, stick extension channel and stick extension end plate
Damaged or leaking grease lines
Missing, damaged or excessively worn wear plates
Refer to OMM for procedure and maximum allowable wear
5.15 Backhoe Bucket Cylinder
Damaged or worn linkage pins or snap ring retainers
5.16 Backhoe Bucket Linkage
Loose, damaged, or missing cotters and snap ring pin retainers
Irregular-shaped pin bores
Loose, damaged, worn pin joints
5.17 Backhoe Bucket
Check tips and adapters for
Excessive wear on the bucket tip
Replace tips that worn through on the bottom or cracked in the pocket area
Damage to the bucket tip adapter
Replace badly worn bottom straps that are worn into bottom cavity
Damage or missing retainer pins
Tap lightly on each pin; replace pin if it moves easily
Check wear plates for excessive wear
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een the hood and filter housing baffles

extension end plate
Performance Checks for Backhoe Loaders
Status assessment ü- Normal M - Monitor A - Action Blank – Not Applicable / Not Performed (Add reason in comments)
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
*Status Description Units Observed Min. Time Max. Time Comments
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
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)

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TA-1 Visual Inspection for Backhoe Loaders

SMCS - Job Code - 540 Component Code - 753S

Cat dealer Customer

Serial Number : Inspector : Temperature :

Status of the Machine

1. Prepare Machine Inspection

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?

1.6 Observe engine exhaust colors

1.7 Listen for unusual noises

Item No. Additional Comments

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

Item No. Additional Comments

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

Item No. Additional Comments

4.2 Hood and Platform

4.3 Radiator Cap

4.4 Radiator, Oil Cooler and Condenser

4.5 Cooling Fan, Fan Guard and Shroud

4.9 Exhaust Manifold

4.10 Air Cleaner

4.11 Cab Interior

Item No. Additional Comments

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

5.9 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

Item No. Additional Comments

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)

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

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