2025-05-02_CraneandHoist_V2

Version 2 is valid from 2nd May, 2025 Version 1 is valid until 1st October, 2025

Operations training

Crane and Hoist Training Standard

Publication date: 02052025

Operations training

Crane and Hoist / V2 02052025

CONTENTS

1. LIST OF ABBREVIATIONS .................................................................................................................................4

2. TERMS AND DEFINITIONS...............................................................................................................................4

3. CHANGE LOG ................................................................................................................................................... 7

4. SCOPE ...............................................................................................................................................................8

5. GENERAL REQUIREMENTS FOR THE CRANE AND HOIST TRAINING STANDARD.....................................9

5.1 5.2 5.3 5.4 5.5 5.6 5.7 5.8 5.9

Overview

9 9

Target Group

Aims and Objectives

10 10 10 11 11 11 11

Duration of the Crane and Hoist Standard Modules

Validity Period Course Codes

Participant Prerequisites

Instructor Qualification Prerequisites Training Equipment and Facilities

6. USING THIS STANDARD TO DEVELOP TRAINING .......................................................................................12

7. MODULE 1 – CRANE AND HOIST BASIC USER ............................................................................................14

7.1 7.2 7.3 7.4 7.5 7.6

Aims and Objectives for the Crane and Hoist Basic User Module

14 14 14 15 15 17

Target Group

Duration of the Crane and Hoist Basic User Module Crane and Hoist Basic User Module Participant Ratio Crane and Hoist Basic User Module Timetable

Detailed Description of the Crane and Hoist Basic User Module

Introduction to the training .............................................................................................................. 17 Legislation and lifting equipment related documentation ............................................................... 23 Lifting plan and risk assessment ....................................................................................................... 25 Safety................................................................................................................................................ 26 Lifting equipment ............................................................................................................................. 28 Lifting accessories............................................................................................................................. 32 Theory application ............................................................................................................................ 33 Pre-operation (practical training) ...................................................................................................... 34 Lifting operation (practical training).................................................................................................. 38 Post lifting....................................................................................................................................... 41 Training review ............................................................................................................................... 42

8. MODULE 2 – CRANE AND HOIST INSPECTION AND MAINTENANCE ......................................................45

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8.1 8.2 8.3 8.4 8.5 8.6 8.7 8.8 8.9

Aims and Objectives for the Crane and Hoist Inspection and Maintenance Module

45 45 45 46 46 46 47 47 48

Target Group

Duration of the Crane and Hoist Inspection and Maintenance training

CH Inspection and Maintenance Module Participant Ratio

Participant Prerequisites

Instructor’s Qualification Prerequisites

Equipment for CH Inspection and Maintenance Training (CHIM)

CH Inspection and Maintenance Module Timetable

Detailed Description of the Crane and Hoist Inspection and Maintenance Module

Introduction to the training .............................................................................................................. 48 Rules and legislation......................................................................................................................... 54 Documentation ................................................................................................................................. 55 Inspection and maintenance (Introduction) ...................................................................................... 56 Safety systems .................................................................................................................................. 62 Mechanical systems .......................................................................................................................... 63 Hydraulic systems ............................................................................................................................. 64 Electrical systems.............................................................................................................................. 65 Practical exercise .............................................................................................................................. 66 Troubleshooting and fault finding according to manufacturers’ manuals ......................................69 Training review ............................................................................................................................... 70

ANNEX 1 - EQUIPMENT LIST ......................................................................................................................................73

ANNEX 2 - TRAINING VISUALS ...................................................................................................................................77

ANNEX 3 - INSPECTION AND MAINTENANCE LOG ................................................................................................81

ANNEX 4 - PRE-USE INSPECTION LIST, EXAMPLE ....................................................................................................84

ANNEX 5 - COMMUNICATION ...................................................................................................................................87

ANNEX 6 - SAFETY SIGNS...........................................................................................................................................91

ANNEX 7 - BASIC LIFTING PLAN WIND JACK-UP @ WINDFARM 1 .........................................................................92

ANNEX 8 - GUIDELINE FOR WARM-UP EXERCISES ..................................................................................................95

ANNEX 9 - MANUAL HANDLING RISK ASSESSMENT .............................................................................................102

ANNEX 10 - VERSION HISTORY ................................................................................................................................111

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1. LIST OF ABBREVIATIONS

AOPS

Automatic Overload Protection System

CTV

Crew Transfer Vessel

GWO

Global Wind Organisation

HOPS

Hoist Overload Protection Systems

LBPS

Lateral Boom Protection Systems

MOPS

Manual Overload Protection System

OLP

Overload Protection Systems

PPE

Personal Protection Equipment

RCI

Rated Capacity Indicator

RCL

Rated Capacity Limiter

SWL

Safe Working Load

Transition Piece

WLL

Working Load Limit

WTG

Wind Turbine Generator

2. TERMS AND DEFINITIONS

Terms and definitions may differ depending on regional and national traditions. The following list displays the terms and definitions used in the GWO training standard

Note

Term

Definition

Automatic Overload Protection System

Especially relevant for quayside cranes and TP davit cranes, ensuring that a load will automatically be released if CTV carrying the load is suddenly moving away from the TP For the purposes of this standard, basic lifting operations are defined in terms of loads, environment, equipment and accessories. Dynamic lifts and lifting of personnel are not covered in this this definition of basic lifting operations

Basic lifting operation

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Loads. An even centre of gravity that is below lifting points. Sufficient structural integrity to withstand forces applied by lifting slings. Known or easily calculated weights

Environment. Steady environmental conditions. Avoidance of hazardous, difficult or restricted areas

Equipment. Fixed items of lifting equipment. Single items of lifting equipment. Lifting equipment is used within normal operating parameters

Accessories. Lifting accessories are within normal operating parameters. Standard slinging arrangements

Competent person A competent person must have sufficient technical experience operating cranes and hoists obtained by (for example) work experience, crane and hoist trainings, and crane and hoist manufacturers’ trainings. Furthermore, a competent person must be deemed as such by the relevant duty holder

Crane

A lifting device, that can move, as a minimum, in three dimensions (See annex 1, Equipment)

Documentation

Material that provides official information, or evidence, or that serves as a record or log-book

Duty holder

The duty holder on a wind farm varies depending on the specific context and jurisdiction. However, in general, the duty holder is typically the entity or organisation responsible for the overall operation, management, and safety of the wind farm. This could be the owner or operator of the wind farm, or a designated entity appointed by the owner or operator

Lifting from a moving platform, e.g. CTV moving in waves and not moored or pushing on to a WTG transition piece

Dynamic lifting

A zone where there is a risk of objects falling from height, and there is a risk of injury to persons or significant damage to plant and equipment from dropped or falling objects. In some localities the terms “Restricted Access Area”, “Restricted Access Zone”, or “Exclusion Zone” may be used Working at different levels in a structure, where there is a risk of objects falling from one level to a lower level, shall be avoided. A safety perimeter or safety area can be established and barricaded off to keep personnel from entering. Staying out of the drop zone aims to prevent injury from falling objects

Drop zone

Hoist

A hoist is a type of lifting equipment designed to raise and lower loads

Inspection

Inspection in this standard refers to: inspection done by a competent person to determine if a crane and hoist is as specified in the relevant manufacturer’s manual and local legislation and, as such, is safe to operate

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Inspection, pre-use Pre-described inspection of the lifting equipment following the manufacturer’s manual before use

Inspection, statutory Inspection conducted in a legislated inspection interval

Interchangeable lifting equipment

Equipment provided by the manufacturer to allow different configurations of lifting and lowering

Lifting accessories

Lifting accessories are pieces of equipment that are used to attach the load to lifting equipment, providing a link between the two. Any lifting accessories used between lifting equipment and the load may need to be taken into account in determining the overall weight of the load Lifting equipment is any work equipment for lifting and lowering loads, and includes any accessories used in doing so (such as attachments to support, fix or anchor the equipment). In this training standard, lifting equipment covers common types of fixed cranes and hoist in the wind industry onshore and offshore

Lifting equipment

Lifting equipment log

Refers to the documentation of use, inspection and maintenance

Load

The load includes any material, people, and animals, or any combination of these, that is lifted by the lifting equipment. Loads are often provided with permanent or semi- permanent fixed or attached points for lifting. In most cases, these are considered to be part of the load

Main components

Main components are presented in Annex 2, Training Visuals

Manual Overload Protection System

Manual release of a load in case of unintended overload of the lifting equipment. Purpose of an overload protection system is to prevent overloading of a crane and hoist

Maintenance

Routine process to prevent damage, ensure continued safe functionality of equipment and prolong the life expectancy

Must

For clarity where the word ‘must’ is used in this standard it shall have the same meaning as ‘shall’

Preventive maintenance

Preventive (or preventative) maintenance is maintenance, that is regularly and routinely performed on physical assets and components to reduce the risk of equipment failure and unplanned machine down time. Effective preventive maintenance is planned and scheduled on real-time data insights and experience The instructor may decide to pose questions for two reasons: 1) to investigate whether the participants have understood what was presented, or 2) to initiate participants reflections on the topic to support their learning

Q&A

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Rated Capacity Chart

The crane’s capacity at a certain distance. A rated capacity indicator is attached to the crane

Safe zone

A defined and marked area for people to be safe during lifting operations

Shall

Verbal form used to indicate requirements strictly to be followed in order to conform to this training standard and from which no deviation is permitted

Should

Verbal form used to indicate that among several possibilities one is recommended as particularly suitable, without mentioning or excluding others, or that a certain course of action is preferred but not necessarily required Also known simply as a banksman, this role involves a broader scope of responsibilities beyond signalling. A banksman not only signals to the crane operator but also oversees the entire lifting operation. They are responsible for the safe movement and positioning of loads, ensuring that the area is clear of personnel, and communicating with the crane operator and other team members to prevent accidents

Slinger Signaller

3. CHANGE LOG

This section is deliberately blank

Amendment date

Version

Approved by & date

02052025

GWO TC 10042025

Description of changes

Changes Throughout:

• Aligned standard with GWO Corporate Visual Identity guidelines

Corrected spelling mistakes

•

Section 2. Terms and definitions:

Definition for “slinger signaller” added

•

Module 1 – Basic user

7.3 Duration of the crane and hoist basic user module

Total duration 10 minutes added

•

Lesson 4 Safety:

Total duration 10 minutes added

•

• Two new learning objectives about preventing dropped objects with corresponding learning activities added

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4. SCOPE

Global Wind Organisation is a non-profit body founded by the wind turbine manufacturers and owners. Our members strive for an injury free work environment in the wind turbine industry, setting common international standards for safety training and emergency procedures. Lifting operations in the wind industry must be carried out safely according to company rules, national and local legislation, and manufacturers guidance. It is crucial that the individual crane operator takes the necessary responsibility to carry out lifting operations safely. This training standard will cover wind industry related lifting equipment and accessories of a size (e.g. 8 metric tons/ metre) that do not require legal or formal licence to operate in the location of a wind farm (offshore and onshore). This standard has been developed in response to the demand for recognisable generic Crane and Hoist training in the industry and has been prepared in co-operation between the members of GWO based on risk assessments and factual incident and accident statistics from G+ and the wind industry.

GWO members agree that everyone working on one of their properties (wind turbine generators, sub stations, etc.) shall complete Crane and Hoist training relevant for their assignments.

General feedback on this document can be sent to info@globalwindsafety.org. See globalwindsafety.org on how to raise a complaint about a training provider or report a safety incident occurring during training.

The GWO Crane and Hoist Training Standard covers the below listed lifting equipment and lifting accessories:

Davit / TP Cranes

Power operated (electrical and hydraulic)

Manually operated

c. Combined operations. e.g. manually yaw and electrical hoist

Boom Cranes

Fixed radius boom crane

Telescopic boom crane

Knuckle boom crane

The above boom cranes can be found in the configurations mentioned below.

Note

With fixed hook or anchor point

•

With winch / hoist function

•

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Electric and hydraulic drives

•

Types of Hoist Systems,

a. Jib cranes, FlexiCranes, JibFlex, and overhead and gantry cranes with hoist:

a.i

Chain hoist

a.ii Wire hoist

Rail / Trolley system with hoist:

b.i Chain hoist

b.ii Wire hoist

b.iii Rope hoist

Any crane operator and slinger signaller must follow local legislation (national and regional)

Note

Further local familiarisation for cranes and hoists may be required by the duty holder

Note

Additional type or brand specific training may be needed for performing Inspection and Maintenance on certain types of lifting equipment

Note

The duty holder will always be responsible for deciding if lifting operations, inspection and maintenance of lifting equipment must be conducted under supervision

Note

5. GENERAL REQUIREMENTS FOR THE CRANE AND HOIST TRAINING STANDARD

5.1 Overview

The GWO Crane and Hoist Training Standard is divided into the following two modules:

Module 1: Crane and Hoist Basic User (CHBU)

Module 2: Crane and Hoist Inspection and Maintenance (CHIM)

5.2 Target Group

Personnel working within the wind industry where the use of lifting equipment to a limited size (e.g. 8 metric tons/ metre) is required for moving loads onshore and offshore.

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Personnel who inspect and maintain lifting equipment within the wind industry.

5.3 Aims and Objectives Training in accordance with this Crane and Hoist Training Standard will enable wind industry personnel to safely operate, inspect and maintain common types of fixed, small cranes and hoists in the wind industry by following manufactures’ manuals, documentation, and relevant legislation.

5.4 Duration of the Crane and Hoist Standard Modules

The total contact time for completing the Crane and Hoist Modules is based on the times given in the module timetables and summarised in table 5.4.1 below.

The training provider must not exceed the time per day given in table 5.4.2 below.

Modules

Duration

Crane and Hoist Basic User

13 hours 10 minutes

Crane and Hoist Inspection and Maintenance

12 hours 30 minutes

Table 5.4.1 - Duration of the GWO Crane and Hoist Modules

Maximum Duration Per Day

Contact time

8 hours

Total training day

10 hours

Table 5.4.2 - Maximum durations for training days

Contact time includes delivery of course lesson content, practical exercises and activities directly related to these.

Note

The total training day includes contact time, meals and breaks and travel between training sites (where applicable)

5.5 Validity Period The Crane and Hoist Basic User Module training is an enduring qualification, so a validity period does not apply to this training. This is based on the expectation that the participant is actively working with lifting equipment in a wind turbine environment. If there is an extended period of absence from applying the skills, retraining and recertification may be required according to national legislation and company policy. Refresher training may be recommended following operator’s and local procedures and legislation. Crane and Hoist Inspection and Maintenance Module is valid for 36 months.

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The validity period is automatically calculated by WINDA by entering the course completion date. Training records shall be renewed before the end of a given validity period. A training record can be renewed up to two months prior to expiry and maintain the original training record date by uploading the previous training record’s valid until date in WINDA. If a training record is expired, the participant must attend the applicable Crane and Hoist Training to obtain a new training record. If a training record is renewed outside of two months of expiry, it must carry the new date of certification.

Module

Training Record Validity (Months)

Crane and Hoist Basic User Module

No Expiry

Crane and Hoist Inspection and Maintenance Module

Table 5.5.1 - GWO Crane and Hoist training record validity periods

5.6 Course Codes

Module

Course Code

Crane and Hoist Basic User

CHBU

Crane and Hoist Inspection and Maintenance

CHIM

Table 5.6.1 - GWO Crane and Hoist Module course codes

5.7 Participant Prerequisites

All personnel participating must meet the participant prerequisites described in the GWO Requirements for Training.

A valid GWO Crane and Hoist Basic User training record (or similar brand specific crane and hoist user training) is a prerequisite for participating in the Crane and Hoist Inspection and Maintenance module.

5.8 Instructor Qualification Prerequisites

A competent GWO Crane and Hoist instructor must adhere to the instructor requirements for GWO training providers.

5.9 Training Equipment and Facilities General requirements for equipment and physical resources are described in the GWO Requirements for Training. The training provider must ensure sufficient training equipment covering a number of different types of cranes and hoists.

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6. USING THIS STANDARD TO DEVELOP TRAINING The training in this standard is designed around the GWO taxonomy described in the GWO Requirements for Training. Theoretical and practical activities must be delivered according to the defined taxonomic level in order to reach the described learning objectives.

In addition to this, all training based on this standard including all related resources shall, as a minimum, meet the requirements described in the GWO Requirements for Training.

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Crane and Hoist Basic User

(CHBU)

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7. MODULE 1 – CRANE AND HOIST BASIC USER

7.1 Aims and Objectives for the Crane and Hoist Basic User Module The aim of this module is to enable participants, through theoretical and practical training, to ensure safety awareness when using cranes and hoists in service operations and ensure that wind industry personal can safely operate common types of small, fixed cranes (e.g. 8 metric tons/ metre) and fixed hoists in the wind industry onshore and offshore when following manufactures’ manuals and relevant documentation and legislation. After having successfully completed this Crane and Hoist Basic User Module, the participants will have the ability to take responsibility as a basic user to safely operate common types of fixed cranes and hoists in WTG environment on basic lifts while following manufactures’ manuals and relevant documentation and legislation.

This module does not cover dynamic lifting because these lifts call for further training due to their complexity and risk level

Note

Introduction and familiarisation on lifting equipment on site may be required by the responsible duty holder

Note

Personnel transfer by using a crane introduces additional risks and does not comply with the established safety standards for offshore wind operations

Note

7.2 Target Group

Personnel working within the wind industry conducting pre-planned basic lifting operations onshore and offshore using common types of cranes and hoists and following established procedures.

7.3 Duration of the Crane and Hoist Basic User Module

The total contact time for completing the Crane and Hoist Basic User module is 13 hours 10 minutes.

The training provider must not exceed the time per day given in the table 7.3.1 below.

Maximum Duration Per Day

Contact time

8 hours

Total training day

10 hours

Table 7.3.1 - Maximum durations for training day

Contact time includes delivery of course lesson content, practical exercises and activities directly related to these

Note

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The total training day includes contact time, meals and breaks and travel between training sites (where applicable).

7.4 Crane and Hoist Basic User Module Participant Ratio

The ratio shown for theory sessions indicates the maximum number of participants per instructor attending the course.

Practical ratios indicate the maximum number of participants to be supervised by an instructor during each activity.

Module

Session

Instructor to Participant Ratio

Theory

1:12

Crane and Hoist Basic User

Practical

1: 6

Table 7.4.1 - GWO CHBU module Instructor to participants ratio

When participants are split in more than one location for practical crane and hoist operation training, the ratio shall be one instructor per location – depending on the local training risk assessment

Note

7.5 Crane and Hoist Basic User Module Timetable

The order in which elements of this Module are delivered may vary according to the didactical choices of the delivering training provider.

The delivery of this module must comply with the requirements described in the GWO Requirements for Training.

Lesson

Element

Duration

1. Introduction to the training

1.1

Safety instructions and emergency procedures

1.2

Facilities

1.3

Introduction

1.4

Scope and main learning objectives

Ongoing assessment (participant assessment form)

1.5

1.6

Motivation

1.7

Human factors

1.8

Personal protection equipment TOTAL

30 min.

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2. Legislation and lifting equipment related documentation

2.1

Roles and responsibilities

Manufacturer documentation and inspection documents TOTAL

2.2

40 min.

3. Lifting plan and risk assessment

3.1

Lifting plan

3.2

Risk assessment TOTAL

45 min.

4. Safety

TOTAL

45 min.

5. Lifting equipment

5.1

Types of cranes

5.2

Types of hoists

5.3

Introduction to operating systems

5.4

Safety and emergency systems TOTAL

45 min.

6. Lifting accessories

TOTAL

60 min.

7. Theory application

TOTAL

15 min.

8. Pre-operation (practical training)

8.1

Pre-use inspections

8.2

Pre-lifting tasks TOTAL

180 min.

9. Lifting operation (practical training)

9.1

Warm-up

9.2

Lifting operations

9.3

Emergency procedures TOTAL

270 min.

10. Post lifting

TOTAL

30 min.

11. Training review

11.1 Training review 11.2 Feedback session TOTAL

30 min.

GRAND TOTAL

790 min.

Table 7.5.1 - GWO CHBU Module timetable

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7.6 Detailed Description of the Crane and Hoist Basic User Module INTRODUCTION TO THE TRAINING

30 min.

The aim of this lesson is for the participants to be motivated and to engage in the training safely at a training facility, while recognising what is expected of them during the training.

After having successfully completed this lesson, the participants can:

1) Recognise what is expected of them throughout the module (Knowledge, basic level)

2) Take responsibility of their own safe engagement and learning during the training (Ability, intermediate level)

3) Name and point out local emergency procedures and facilities (Knowledge, basic level)

4) Discuss the relevant human factors and explain their implications (Knowledge, intermediate level)

ELEMENT 1.1 - SAFETY INSTRUCTIONS AND EMERGENCY PROCEDURES

Learning objective:

5) The participants can take responsibility to follow the safety and emergency procedures at the training facility (Ability, intermediate level)

The instructor shall:

Explain and ask open ended questions aiming at:

Safety instructions according to internal procedures

Emergency procedures and emergency exits in the areas where the participants can be expected to be located during the course

The participants shall:

Engage in answering questions on local safety and emergency procedures

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ELEMENT 1.2 - FACILITIES

Learning objective:

6) The participants can recognise the location of facilities at the training location (Knowledge, basic level)

The instructor shall:

Present a general description of the facilities at the training location (administration, dining area, restrooms, toilets, etc.)

Alternative activity: lead a tour and point out facilities

The participants shall:

Note relevant facilities and ask questions when in doubt

ELEMENT 1.3 - INTRODUCTION

Learning objective:

7) The participants can show interest in fellow participants and the course content and design (Ability, basic level)

The instructor shall:

Explain the timetable of the Crane and Hoist Basic User Module, including breaks and mealtimes

Give a short introduction to themselves, including their backgrounds as instructors

Ask for participants’ expectations of the training and their learning or development

The participants shall:

Give a short introduction of themselves, including job function and expected primary geographic work location and share expectations on the training

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ELEMENT 1.4 - SCOPE AND MAIN LEARNING OBJECTIVES

Learning objective:

8) The participants can recognise the scope and main objectives of the Crane and Hoist Basic User Module (Knowledge, basic level)

The instructor shall:

Present the scope and main learning objectives of the module

Involve participants with questions on understanding and individual experiences from working with cranes and hoists

The participants shall:

Engage in answering questions and share experiences from working with cranes and hoists

ELEMENT 1.5 - ONGOING ASSESSMENTS (PARTICIPANT ASSESSMENT FORM)

Learning objective:

9) The participants can recognise the assessment procedure and the aim of the ongoing assessment (Knowledge, basic level)

The instructor shall:

Explain the reasons for the ongoing assessment

Explain the layout of the GWO participant assessment form and how it will be used

The participants shall:

Engage in discussions and ask questions when in doubt on relation to the assessment procedure

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ELEMENT 1.6 - MOTIVATION

Learning objective:

10) The participants can show interest and willingness to engage in the learning activities during the Crane and Hoist Basic User Module training (Ability, basic level)

The instructor shall:

Explain and lead a discussion on:

The importance of personal involvement in the course

The definition of, and the need for, crane and hoist related knowledge, skills and abilities when working in the wind industry

Alternatively, the instructor may facilitate an activity where participants write on posters or white boards their suggestions as to why accidents occur during lifting operations, and what a crane and hoist operator must know and be able to in order to operate safely. As a conclusion, the instructor must provide feedback and add points where necessary.

Positive motivation is the driving force for commitment and the instructor should make a focused effort to support growth of the necessary attitude and motivation in the participant

Note

The participants shall:

Engage in discussions and share experiences related from working with cranes and hoists

When participants succeed by actively engaging on their own, bringing their relevant experience into play and applying learning points from the instructor’s feedback, the participant develops a positive attitude and responsibility towards the subject and performance in the work situation

Note

ELEMENT 1.7 - HUMAN FACTORS

The aim of the element is to draw the participants’ attention to how human performance and taking responsibility influences a safe work environment, and to prepare participants for continued focus on human factors during practical training and exercises.

Learning objectives:

11) The participants can describe the relevant human factors, and their implications (Knowledge, basic level)

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12) The participants can show interest and willingness to focus on human factors during the following practical exercises (Ability, basic level)

The instructor shall:

Present how human factors influence accidents in the wind industry (relevant accident statistics may be applied )

Lead a discussion about the role of the individual in improving human performance and how this can improve the safety of WTG operations

Ensure that constructive feedback on the participant performance involving human factors criteria when these are defined in the learning objective such as the ability to take responsibility or to act independently Facts and Human Factors Criteria The consequences of human factors in WTG environment accidents are influenced by the following:

attention and perception

group behaviour and peer pressure

weather conditions

weather delays

noise levels

site layout and housekeeping

fitness and health

domestic and work-related stress

workload (both overload and underload)

fatigue

time pressure and deadlines

alcohol, medication, and substance abuse

The instructor shall:

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Have the participants suggest human factors criteria (as above listed) and inspire the participants to share their experiences related to human factors criteria. The instructor may supply further criteria, when beneficial. Alternatively, present the criteria listed above and lead short discussions on each criterion

The participants shall:

Engage in discussions and share experiences on how human factors influence accidents related to crane and hoist lifting operations, engage in and reflect on received feedback and take responsibility for their own performance and development during the training

ELEMENT 1.8 - PERSONAL PROTECTIVE EQUIPMENT

Learning objectives:

13) The participants can describe the need for correct PPE during lifting operations (Knowledge, basic level)

14) The participants can recognise and describe the correct use of PPE (Knowledge, basic level)

The instructor shall:

Ask questions on the participants’ knowledge on the relevant PPE equipment including: helmet, safety shoes, safety glasses, gloves, high visibility clothing (harness and fall-arrest may be presented)

Present particular lifting operation related risks and hazards (for example gravity and momentum) and the hierarchy of controls and lead a discussion about the different levels of control

The participants shall:

Engage in instructor’s questions and share their experiences on the use of PPE

This element may be conducted in relation to the practical exercises.

Note

PPE is expected knowledge, and the learning activity should only be conducted when necessary

Note

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LEGISLATION AND LIFTING EQUIPMENT RELATED

DOCUMENTATION

40 min.

The aim of this lesson is to create the necessary generic awareness of legislation, and for the need to seek and follow the relevant legislation and lifting equipment documentation.

This lesson must cover principles and examples of roles, responsibilities and legislation and other relevant documentation, and should not cover any specific national legislation in detail

Note

After having successfully completed this lesson, the participants can:

15) Take responsibility of seeking out and apply relevant legislation and equipment related documentation in lifting operations (Ability, intermediate level)

ELEMENT 2.1 - ROLES AND RESPONSIBILITIES

Learning objectives:

16) The participants can describe the roles and responsibilities for a crane and hoist operator (Knowledge, basic level)

17) The participants can describe the roles and responsibility of the employer in relation to crane and hoist operations (Knowledge, basic level)

The instructor shall:

Present examples of roles and responsibilities of a crane and hoist operator and the employer relevant to regional/national/state legislation and company policy

Present examples of legislation that must always be followed by any crane and hoist operator when operating lifting equipment covering common types of fixed cranes and hoist in the wind industry

Present examples of relevant safety and warning signs and markings on cranes and hoists

Lead a discussion or share questions on roles and responsibilities

The participants shall:

Participate in the discussion or Q&A and share own experiences on the roles and responsibilities for a crane and hoist operator and for employers

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The presentation of generic examples of legislation and safety signs must cover most common lifting equipment

Note

ELEMENT 2.2 - MANUFACTURER DOCUMENTATION AND STATUTORY INSPECTION DOCUMENTS

Learning objectives:

18) The participants can describe how to find information in manufacturer documentation and in statutory inspection documents (Knowledge, basic level)

19) The participants can take responsibility of following guidance in relevant crane and hoist manuals and other manufacturers documentations (Ability, intermediate level)

The instructor shall:

Demonstrate and explain how to use a manufacturer operating manual and inspection documents

Present examples from manufacturer operating manuals that describe limitations to what tasks, the crane and hoist operator is (and is not) allowed to perform

Assign small tasks where the participants must find main information to solve scenario based situations, such as:

a. what elements to inspect in a pre-use inspection and how to inspect them

b. how and in what situations the equipment must be de-energised

relevant topics in connection to lifting operations

d. procedure for parking the lifting equipment after operation

Provide feedback on the participants findings and explanations

The participants shall:

In small groups solve the tasks assigned by the instructor

The instructor must present documents and manuals from multiple manufacturers in order to cover most relevant crane and hoist types and brands

Note

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LIFTING PLAN AND RISK ASSESSMENT

45 min

The aim of the lesson is to create the necessary awareness of the lifting plan and for the accompanying risk assessment and why a lifting plan must always be followed.

After having successfully completed this lesson, the participants can:

20) Explain a lifting plan for basic lifting operations to colleagues and other personnel at hand, including risks and possible (standardised) actions (Knowledge, intermediate level)

21) Take responsibility for applying a lifting plan to a basic lifting operation (Ability, intermediate level)

Implementation of the lifting plan must be practised during the practical exercises

Note

ELEMENT 3.1 - LIFTING PLAN

Learning objective:

22) The participants can recognise the content of a lifting plan and risk assessment (Knowledge, basic level)

The instructor shall:

Present a lifting plan and its main elements and the associated risk assessment

Explain the requirements of the lift plan and risk assessment

Lead a discussion on how to apply a lifting plan on site e.g. in toolbox talks, handouts and digital documentations

The participants shall:

Take part in the discussion and share their experiences with lifting plans, toolbox talks and other relevant documents

ELEMENT 3.2 - RISK ASSESSMENT

Learning objective:

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23) The participants can describe the aim and main content of a risk assessment (Knowledge, basic level)

The instructor shall:

Present a risk assessment (template and example)

Lead a discussion on hazards and how to apply the mitigating control measures

The participants shall:

Take part in the discussion about hazards in a lifting operation and about principles of risk control measures

Weather conditions for operation must be part of the risk assessment, including significant wave height and maximum wind speed

Note

Challenges from performing lifting operations with restricted space (for example in a nacelle) must be part of the risk assessment

Note

SAFETY

45 min

The aim of this lesson is to ensure a safe work environment is established for risks to be reduced to as low as reasonably practical in basic lifting operations onshore and offshore.

After having successfully completed this lesson, the participants can:

24) Explain how to mitigate mechanical, chemical, hydraulic and electrical hazards and risks, and how to establish safety when using and maintaining cranes and hoists (Knowledge, intermediate level)

25) Take responsibility for identifying loose items that could potentially become a dropped object (Ability, intermediate level)

26) Act independently to ensure that only approved and appropriate systems (e.g. lifting bags, tool bags, and tethering equipment) are used to prevent dropped objects, in compliance with company specific standards (Ability, intermediate level)

The instructor shall:

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Present examples of relevant safety signs

Explain the hazards caused by exposure to high pressure oil (e.g. cuts, hydraulic injections, contamination) and mechanical, chemical, and electrical hazards

Show the importance of following approved work practices (e.g. through storytelling or scenarios)

Facilitate group discussions with the participants about the consequences of mechanical, chemical, hydraulic and electrical incidents (e.g. pressure)

Facilitate group discussions with the participants about chemical and hydraulic risks and hazards, and similarities and differences between these risks and hazards compared to other hazardous energies such as mechanics and electricity

Facilitate group discussions on what could potentially become a dropped object and how to prevent this

Examples of potential dropped objects:

small items in pockets

pocket tools

mobile phones

radios and tablets

Present dropped object preventive actions where relevant throughout the training, e.g. toolbox talks, job-safe-analysis, “take-five”, DROPS-sweep, and DROPS-surveys

Support and ensure that the participants apply principles for preventing dropped objects throughout the practical training

Provide constructive feedback on the participants’ group discussions about the risks, hazards, and consequences of mechanical, chemical, hydraulic, and electrical incidents

The participants shall:

Engage in a group discussion about the consequences of hydraulic incidents (e.g. pressure)

Engage in a group discussion about hydraulic risks and hazards, and the differences and similarities with these risks and hazards compared to other hazardous energies, such as mechanics and electricity

Discuss in pairs or small groups and share experiences with identifying loose items that could potentially become a dropped object

Discuss and conclude best practices in relation to mitigating dropping objects and share these with the other participants

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During practical training exercises, apply principles of dropped object prevention including correct selection and use of tethering and appropriate storage

LIFTING EQUIPMENT

45 min.

The aim of this lesson is to enable the participants to distinguish between different types of lifting equipment covering common types of fixed cranes and hoists in the wind industry, and ensure the validation of their periodic certifications.

After having successfully completed this lesson, the participants can:

27) Distinguish between the different types of lifting equipment (Skills, intermediate level)

28) Recognise and name the major components of the lifting equipment (Knowledge, basic level)

29) Explain how the main components of lifting equipment functions (Knowledge, intermediate level)

Relevant crane and hoist illustrations with main components are attached in Annex 2, Training Visuals. Additionally, the instructor may use illustrations from manuals and other documents used during the training

Note

ELEMENT 5.1 - TYPES OF CRANES

Learning objective:

30) The participants can recognise and describe different types of cranes typically used in service operations in the wind industry onshore and offshore (Knowledge, basic level)

The instructor shall:

Present examples of the following crane types and explain their area of operations:

fixed boom crane

davit crane

flexicrane / jibflex crane

telescopic boom crane

knuckle boom crane

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