Pre-Task Plan: Lifting Machine on Flatbed Truck

Date: [DATE] Work Area: [WORK AREA] Task Supervisor: [SUPERVISOR NAME]

1. Task Description

Lifting a machine onto a flatbed truck for transportation, ensuring it is properly secured for transit.

2. Task Duration

Estimated Start: [START TIME] Estimated Completion: [END TIME]

3. Personnel Involved

• Crane Operator
• Rigger
• Spotter

4. Task-Specific Hazards and Controls

Hazard	Risk	Control Measures
Instability of the machine during lifting	Machine tipping or rolling	Move the machine to a level place 1, 2, 3, 4. Fully extend the arm cylinder and the bucket cylinder of the attachment/equipment, and lower the boom to place the attachment/equipment on the ground 1, 2, 3, 4. Adjust the sling angle of the wire rope to 20 to 30 degrees and then lift the machine 1, 2, 3, 4. Lift the machine and after the machine leaves the ground, stop the movement, wait until the machine is stabilized, and then slowly lift up the machine 1, 2, 3, 4.
Dropping the machine	Injury to personnel, damage to the machine or truck	Use only properly rated cables and slings with lift and tie down points provided 10, 12, 13, 14, 15, 16, 18, 19. Wire ropes or other lifting tools used should have no damage nor deterioration, but have sufficient strength and length 9, 20. Be careful not to apply a load suddenly to the wire ropes and the lifting tools 9, 20.
Slipping/Tripping	Personnel injury	Keep the deck of the transport vehicle clean and use anti-slip mats on steel decks 10, 13, 14, 15, 16, 18, 19.

5. Required PPE for Today's Task

• Hard hat
• Safety glasses
• Steel-toe boots
• High-visibility vest
• Gloves

6. Tools and Equipment Needed

• Crane with appropriate lifting capacity
• Wire ropes/slings of sufficient strength 9, 20
• Spreader bars (if needed)
• Chocks
• Anti-slip mats

7. Pre-Start Checklist

Area Preparation

• Ensure the area is level and stable 1, 2, 3, 4
• Clear the area of obstructions and unnecessary personnel 9, 20
• Position the flatbed truck in a safe and accessible location

Equipment Checks

• Inspect crane, wire ropes, and slings for damage or wear 9, 20
• Verify the weight and center of gravity of the machine 17, 20
• Confirm the lifting capacity of the crane and rigging equipment

Communication

• Establish clear communication signals between the crane operator, rigger, and spotter 8, 9, 20
• Review the lifting plan and emergency procedures with all personnel

8. Task Steps Overview

1. Move the machine to a level place 1, 2, 3, 4.
2. Fully extend the arm cylinder and the bucket cylinder of the attachment/equipment, and lower the boom to place the attachment/equipment on the ground 1, 2, 3, 4.
3. Align the orientation of the cab and the crawlers in parallel 1, 2, 3, 4.
4. Pass the wire ropes through the spaces between the first lower roller and the second lower roller at the front and rear sides of the machine 1, 2, 3, 4.
5. Adjust the sling angle of the wire rope to 20 to 30 degrees and then lift the machine 1, 2, 3, 4.
6. Lift the machine and after the machine leaves the ground, stop the movement, wait until the machine is stabilized, and then slowly lift up the machine 1, 2, 3, 4.
7. Chock the tracks and secure the machine with tiedowns 13, 14, 15, 16.

9. Emergency Response for This Task

• Machine instability → Lower the machine immediately to a safe position
• Dropped load → Evacuate the area and assess the damage

10. Task-Specific Precautions

• Do not lift the machine with a worker on it 9, 20.
• Keep the machine horizontal when lifting it 9, 20.
• Keep away from the area around and under the machine 8, 9, 20.

Pre-Task Briefing Confirmation

All workers understand the task, associated hazards, and required controls.

Team Lead Initials: [___] Date: [DATE] Time: [TIME]

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