Documentation and reporting
Documentation and reporting
This domain tests the paper trail that proves the crane was inspected, the lift was planned and defects were handled - the part candidates most often treat as optional.
What must exist
- Machine documents: operator's manual, load charts in the cab, RCL/LMI calibration certificate, third-party inspection and load test reports, wire rope certificates, maintenance and lubrication records.
- Shift documents: pre-use inspection checklist, daily logbook, fuel and fluid records, handover notes.
- Lift documents: lift plan with capacity calculation, rigging certificate, permit to work, JSA/HIRA, toolbox talk attendance, names of signalman and rigger.
- Personnel: NC III certificate and company authorization for the operator; rigger and signalman qualifications.
- Defect and incident records: red tag/out-of-service notice, near-miss and incident reports, corrective action tracking.
Rules
Record as it happens, not from memory at shift end. Sign and date every entry; never alter or backdate a record. Report defects immediately to supervisor and safety officer and stop using the machine - a verbal report does not replace the written one. Keep records retrievable for the period required by the company and regulator.
Worked example
During inspection you find 5 broken wires in one strand of the boom hoist rope. Write the finding in the logbook: date, time, rope identification and position, count and location of broken wires, and your decision. Red-tag the crane, notify the supervisor, and record the replacement rope's certificate number and the re-inspection entry. That chain is what an auditor or investigator will ask for.
Traps
Tick-box checklists signed without inspection; writing "OK" with no detail; recording a defect after the shift; no signature or date; failing to record a verbal instruction that changed the lift plan.