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Technical Guide

Operator Training and Crane Safety

What a crane operator needs to know: daily checks, rigging a load, signalling, prohibited practices and emergency response.

Start-of-shift checks

The checks an operator needs to make at the start of every shift are short and need no tools: does the e-stop work, are the motions going the right direction, does the brake hold on an unloaded test, is there visible damage to the rope or chain, is the hook and safety latch sound, is there an unusual noise or vibration.

If a problem shows up, the crane doesn't get used, and it gets logged. "It'll do for today" is the phrase that shows up most often in accident reports.

Prohibited practiceWhy
Carrying a load over peopleNo way to intervene during a fall or a swing
Standing under a suspended loadThe most common fatal-accident scenario
Pulling a load at an angleThe rope spools unevenly on the drum, the load swings
Dragging a loadThe crane isn't designed for horizontal pulling
Using the limiter as a working stopThe limit switch is a safety device, not an operating control
Exceeding capacityGoes past the structure's and brake's limits
Disabling a safety elementBoth dangerous and against the regulation
Working blind, out of sight of the loadNever work without a signaller

Rigging the load

Rigging is a skill separate from operating the crane. The load's weight and centre of gravity need to be known; the sling type and capacity need to suit the load; the sling angle needs checking — as the angle widens, the force on the sling rises sharply.

Sharp edges are protected. Long or unbalanced loads call for a lifting beam. Before hoisting begins, the load is lifted a few centimetres and its balance checked.

Prohibited practices

Emergency response

If the crane stops with a load suspended, the first job is to clear the area and keep everyone from going underneath it. The cause needs to be understood before the load is lowered; retrying blindly can make things worse.

On a power cut, the brake holds the load — this is designed behaviour. If the load needs lowering, that's done by competent personnel using the method the manufacturer specifies.

Every incident, however small it looks, should be logged. Small recurring incidents are the warning sign that comes before a serious one.

Technical terms

TermWhat it means
RiggerThe competent person who attaches the load to the lifting equipment.
Sling angleThe angle a sling makes with the vertical; force on the sling rises as it widens.
SignallerPersonnel who direct the operator in an area they can't see.
Safety latchThe spring-loaded tongue that keeps a sling from slipping off a hook.
Trial liftLifting the load a few centimetres to check its balance.

Frequently asked questions

Is an operator certificate required?

In most jurisdictions the employer has a duty to make sure a worker is competent and properly informed about the equipment they use. Keeping training and competency on record matters for both safety and audits.

Is radio control safer than a pendant?

Used correctly, yes: the operator stands wherever they can see the load best, not underneath it. But it doesn't remove the safe-distance rule.

What should I do if the load is swinging?

Rather than trying to fight the sway with a new movement, slow down and stop. The lasting fix is VFD-controlled motion and, where needed, an anti-sway system.

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