No Job NameThe A to Z Guide to Managing Your Vehicle
Maintenance
Vehicle Maintenance Pro
The A to Z Guide to Managing Your Vehicle Maintenance
Vehicle Maintenance Pro
P.O. Box 368 Neenah, Wisconsin 54957-0368
Phone: (800) 327-6868 Fax: (800) 727-7516
jjkeller.com
ISBN: 978-1-60287-323-0
Canadian Goods and Services Tax (GST) Number: R123-317687
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subject to the copyright notice.
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Original content is the copyrighted property of J. J. Keller &
Associates, Inc.
Introduction
This manual — Vehicle Maintenance Pro: The A to Z guide to managing
your vehicle maintenance operation — takes a look at the tasks that
could fall under the title of Maintenance Pro. The book is divided
into two major topic areas — your operations and maintenance
related activities, and dealing with compliance issues.
The operations topics covered in this manual place a strong
emphasis on the importance of planning, establishing standards, and
then living by those standards when it comes to maintenance,
safety, and health.
The compliance sections include selected regulations and compliance
guidance pertaining to Department of Transportation, Environmental
Protection Agency, and Occupational Safety and Health Administra-
tion regulations.
Finally, a reference section includes pertinent information
relating to the subjects covered in the manual, as well as contact
information for the regulatory agencies discussed in the
manual.
Revision bars, like the one at the left of this paragraph, are used
in this publication to show where significant changes were made on
update pages. The revision bar next to text on a page indicates
that the text was revised. The date at the bottom of the page tells
you when the revised page was issued.
Due to the constantly changing nature of government regulations, it
is impossible to guarantee absolute accuracy of the material
contained herein. The Publisher and Editors, therefore, cannot
assume any responsibility for omissions, errors, misprinting, or
ambiguity contained within this publication and shall not be held
liable in any degree for any loss or injury caused by such
omission, error, misprinting or ambiguity presented in this
publication.
This publication is designed to provide reasonably accurate and
authoritative information in regard to the subject matter covered.
It is sold with the understanding that the Publisher is not engaged
in rendering legal, accounting, or other professional service. If
legal advice or other expert assistance is required, the services
of a competent professional person should be sought.
The Editors & Publisher J. J. Keller & Associates,
Inc.®
Vehicle Maintenance Pro
iii 3/14
Original content is the copyrighted property of J. J. Keller &
Associates, Inc.
Published & Printed by
J. J. Keller & Associates, Inc.® 3003 Breezewood Lane, P.O. Box
368 Neenah, Wisconsin 54957-0368 Phone: (800) 327-6868 Fax: (800)
727-7516 jjkeller.com
publishers ROBERT L. KELLER JAMES J. KELLER
EDITORIAL vice president – editorial resources WEBB A. SHAW
project editor THOMAS E. BRAY sr. editorial manager –
transportation BETTY J. B. WEILAND
sr. editor – transportation safety DAREN B. HANSEN sr. editor –
hazardous materials transportation THOMAS J. ZIEBELL
editor – transportation safety KATHY L. CLOSE editor –
transportation operations VICKY L. HART
editor – transportation management RICHARD J. MALCHOW editor –
transportation operations HEATHER L. NESS
editor – transportation management ROBERT J. ROSE editor –
transportation safety JILL M. SCHULTZ
associate editor RANDALL J. SKOOG sr. metator/xml analyst MARY K.
FLANAGAN
sr. layout editor MICHAEL P. HENCKEL
PUBLISHING GROUP chairman ROBERT L. KELLER
vice chairman & treasurer JAMES J. KELLER president & ceo
MARNE L. KELLER-KRIKAVA
evp & chief operating officer RUSTIN R. KELLER chief financial
officer DANA S. GILMAN
sr. director of product development CAROL A. O’HERN sr. product
development manager JENNIFER M. JUNG
product development specialist ASHLEY C. PUCKER director of
manufacturing TODD J. LUEKE
sr. electronic publishing & prepress manager GERALD L.
SABATKE
The Editorial Staff is available to provide information generally
associated with this publication to a normal and reasonable extent,
and at the option of, and as a courtesy of, the Publisher.
Vehicle Maintenance Pro
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Original content is the copyrighted property of J. J. Keller &
Associates, Inc.
Table of Contents
Performance Evaluation
Compliance Management
Vehicle Maintenance Pro
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Associates, Inc.
Reserved
vi
Vehicle Maintenance Pro
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Associates, Inc.
Introduction — Why a maintenance manual Vehicle maintenance is a
complicated business. Whatever kind of main- tenance facility you
are in charge of, if you manage the overall program of both
operational and compliance related topics, you’ve got your hands
full.
This manual is intended to be used by Maintenance Pros at all types
of commercial carriers. Whenever the term “vehicle” is used, the
require- ment or concept is universal and applies to all types of
commercial vehicles; large (CDL-required vehicles), small (non-CDL
commercial vehicles), property-carrying, and passenger-carrying.
When a vehicle-specific requirement or topic is being discussed,
the type of vehicle the require- ment or topic applies to will be
specified. Examples include the emergency- exit requirements for
passenger-carrying vehicles and the new brake distance requirements
related to truck-tractors.
A Maintenance Pro, in the sense of this manual, has the task of
managing maintenance operations, people, equipment, and regulatory
compliance issues. Operational management involves finding the most
efficient and effective way of keeping the fleet operating safely.
Personnel manage- ment involves directing a group of different
people toward a common goal. Employees must be encouraged to reach
their full potential if the business is to be profitable. Equipment
management means making sure that each unit “pays its way.” If it
doesn’t, it has to be replaced or elimi- nated entirely. Managing
compliance means trying to comply with regulations from DOT, OSHA,
and EPA.
Fleet maintenance organization The organization of a vehicle fleet
depends a great deal on its size. Large for-hire fleets usually
have a formal organization like any major business with trained
people performing specialized tasks. The in-house mainte- nance
shop staff may be equally specialized: equipment manager, shop
supervisor, parts person, tire person, line mechanics, regulatory
compli- ance person, etc. The company may also have a mix of shop
facilities at various locations around the country, from very large
and specialized, to very small and general.
Fleet management for the small fleet is naturally lean. People
typically wear more than one hat in this kind of operation. Rather
than being specialists, they will probably be generalists, possibly
even bringing a background in a family business to their job. A few
individuals must handle all the budgeting and accounting tasks,
legal licensing and insur- ance paperwork, driver hiring and
managing. They must also go out and get the business, and then
service the customer.
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The private fleet’s goals are not really the same as a for-hire
operation. The corporation to which it belongs has created a fleet
to meet price and service requirements that are not being met by
outside carriers. Because of this, many times private fleets do not
operate their own equipment and maintenance facilities. They lease
equipment and have lease arrange- ments that require the leasing
company to perform the maintenance. However, the private fleets
must still have individuals who are well- versed in equipment
maintenance and the associated regulations. Even though the private
carrier does not own the vehicles, or maintain them, they are still
legally responsible for them (including the inspection and
maintenance of the equipment).
Also, private fleets may still have maintenance needs. The
operation of a small maintenance facility to perform quick and easy
repairs (fixing lights, airing tires, etc.) may be necessary if the
leasing company’s shop is too far away or not available all hours
the fleet is operating. In some of these cases, the vehicle
maintenance may be handled through the general main- tenance
department at the facility. If this is the case, the personnel
performing the maintenance may need a considerable amount of guid-
ance on vehicle maintenance.
While the maintenance department does not have to worry about
“turn- ing a profit,” it does need to keep an eye on costs. It must
be able to maintain and repair vehicles as economically as an
outside shop. The conveniences of having an inside shop (no need to
schedule shop time with an outside entity, the ability to
prioritize work, control of manpower, faster turnaround times,
in-depth knowledge of the equipment and main- tenance schedules,
etc.) can be outweighed if the shop becomes too expensive to
operate.
Maintenance is a very labor-intensive part of fleet operations.
Even the best diagnostic equipment is only as good as the
technician who uses it. The shop can only be cost-effective when
productive people are employed there. The challenge to maintain a
safe, reliable vehicle at the lowest possible cost can only be
achieved by people who really believe in this goal. The goals of
the maintenance shop and the themes that will run throughout this
manual are to increase productivity, reduce maintenance costs, and
improve vehicle utilization to increase profitability.
The whole principle of an effective vehicle maintenance operation
is to keep the vehicles rolling, so they have the maximum
opportunity to make money for the company. Whether you work with a
for-hire trucking opera- tion, a for-hire motor coach company, a
school bus company, a private fleet, or some other kind of
transportation company, profit is at the bot- tom of most
considerations.
Why have PM and schedules PM, or preventive maintenance, involves
scheduling inspections and main- tenance to prevent vehicle
breakdowns. The PM program, and the associated scheduling, are at
the heart of any effective maintenance pro- gram. It is the logical
place for a Maintenance Pro, as well as a manual intended for a
Maintenance Pro, to begin.
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Present regulations require that every motor carrier shall
systematically inspect, repair, and maintain, or cause to be
systematically inspected, repaired, and maintained, all motor
vehicles subject to its control (49 CFR §396.3). The full text of
the DOT inspection requirements can be found in the DOT compliance
management and regulations sections.
Regulations are not the only reason to run an effective PM program.
A well-maintained vehicle is less likely to be involved in an
accident, will be more productive, and require less unscheduled
maintenance and repair, which is more expensive than PM. To sum it
up, PM leads to less acci- dents, better customer relations, and a
lower cost of operation.
Another strong incentive for a good PM program is the possibility
that the vehicle will be pulled over for a roadside vehicle
inspection. If the vehicle is found to have a mechanical condition
that might result in a breakdown or an accident, it will be put out
of service. The vehicle cannot resume its trip until the unsafe
condition is corrected.
Preventive maintenance is also an attitude, a commitment. It
doesn’t mean simply getting a vehicle into the shop and fixing what
you see. It means being constantly on the lookout for things that
might go wrong. It means getting the best, most cost-effective
equipment for the vehicle and then taking care of it. This is much
like preventive medicine that stresses good eating habits and
regular exercise as a continuing prescription for good health and
long life.
The PM philosophy is widely used, not only because it reflects a
modern attitude of conservation, of using what assets one has
wisely, but because it saves money. No one can argue with the
bottom line. As PM takes hold, the standard of excellence for a
maintenance shop changes from getting the fastest repairs to
getting the fewest repairs.
PM also requires careful recordkeeping of what is done. In addition
to complying with regulations, PM records have another use. Once
reliable PM schedules are established, they are refined for the
individual vehicle and can be used to predict maintenance. Fleets
that do not use records for more than simple documentation are not
taking advantage of the goldmine of information that’s there. And
it’s quite likely that those fleets are not managing their
vehicles, the vehicles are controlling them.
To sum it up, vehicles that are put out of service or breakdown
will require unscheduled maintenance (repairs). Repairs done on the
road can be very costly both in lost productivity time and
additional repair costs (commercial shops tend to have a
considerably higher cost) when com- pared to the cost of operating
a PM program. Using a “we’ll fix it when it breaks” maintenance
program can get very expensive.
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Determining PM intervals
Measuring the interval The first decision that needs to be made
when determining a PM schedule is what method of measurement you
are going to use. There are several methods used to schedule
vehicles for preventive maintenance. The three most common methods
are:
• Time — This method is by far the easiest for management, but is
often the most wasteful as far as technicians’ time, parts, and
cost. Scheduling vehicle preventive maintenance based on time means
exactly what it says. A vehicle will be scheduled into the shop
every x amount of days regardless of mileage or engine hours used
since its last PM.
• Miles — Scheduling PMs based on vehicle miles driven is the most
common method used for scheduling vehicle preventive maintenance. A
vehicle will be scheduled into the shop after a pre-
determinedamount of miles have been driven on the vehicle. There
are, however, a few problems associated with this method. The big-
gest problem is that scheduling PMs based on mileage does not take
into account engine idle time or PTO time that could be a large
percent of the engine’s running hours. To compensate for this, some
carriers that use mileage shorten the mileage interval to compen-
sate for excessive idling or PTO time.
• Engine hours — Scheduling PMs based on engine hours makes sense
for vehicles that work hard during every mile, but do not do many
miles. Waste trucks, concrete haulers, and gravel trucks are all
good examples of vehicles that are typically scheduled for PMs
based on engine hours. The reason these trucks are routed into the
shop for PMs on the basis of engine hours is because they are
constantly working hard — even though the truck may be averaging
low miles per hour and miles per day.
The type of vehicles and the type of operation will determine the
best type of PM scheduling for your individual company.
Methods for determining interval This part of the maintenance
program, the PM intervals, comes from several sources:
• The original equipment manufacturers’ (engine, transmission, and
other component OEMs) recommendations are the primary source and
the most important ones. If the fleet has bought a new vehicle,
that’s the only reliable source of information. You should follow
the recommendations exactly until your own experience proves other-
wise. You can also get information about expected component life
from those manufacturers and plan accordingly. You must be careful
about deviating from the OEM’s recommendations. If you deviate too
far you may lose some, or all, of the warranty on the vehicle or
vehicle components.
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• Your repair records (your history) are the second source. Even if
you are planning PM for a new vehicle, past maintenance history on
similar vehicles that do the same work can give you important clues
about how the fleet vehicles have been operating and helps you plan
the maintenance schedule for the new vehicle.
• Your own people (drivers, technicians, and other shop personnel)
are your third source. Ask them for suggestions. A successful PM
pro- gram will need the cooperation of everyone, and the best way
to get that support is to start out with the same people. They
should help to put the plan together.Ask for specific ideas about
the PM intervals.
• Tracking internal performance measures. These measures can
include oil sampling (if oil samples tested following oil changes
are indicat- ing oil breakdown, shortening the interval may be
necessary), part failure analysis, unscheduled repairs, on-the-road
repairs, on-the- road breakdowns, and out-of-service violations. It
does not make any difference how well your maintenance schedule
matches up with theOEM’s recommendations, if the vehicles are
constantly breaking down or are constantly in need of major repairs
(such as engine replacements).
One issue that will need to be considered when establishing the
main- tenance interval is the need to service the emissions system.
In vehicles built to the 2007 and 2010 emissions standards there
are parts in the emissions system that require regular service.
Diesel particulate filters (DPF), selective catalytic reduction
(SCR) systems, and exhaust gas recir- culation (EGR) components all
require routine service.
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Determining PM checklists As was mentioned earlier, PM involves
scheduled inspection and main- tenance of the vehicle. One key to
making sure the necessary items are being inspected and maintained
is the development of maintenance checklists. At the end of this
chapter there are examples of PM checklists that are commercially
available. If you want to develop your own, there are many factors
that must be considered. Some of these factors are:
• OEM recommendations. All OEMs provide recommended inspection and
maintenance items and procedures. These should serve as the basis
for any program you develop.
• Regulations. Certain inspections are mandated in the Federal
Motor Carrier Safety Administration regulations. An example of a
mandated inspection is the periodic (annual) inspection. The items
found in Part 393 and Appendix G can serve as the basis for any
checklist covering a required inspection.
• Your history. By data-mining maintenance records and determining
ECLS and MTBF for various parts and components, you can predict
when parts and components become unreliable. Also, testing samples
of fluids can determine the length of time fluids should be left in
the various components, and therefore, the timing on fluid
changes.
• Your people. If your technicians are reporting that they are con-
stantly having to repair a part or component on vehicles, and the
part or component is not on the PM checklist, you should consider
adding it.
In the above discussion we hit on some terms and concepts that we
need to further explore.
ECLS and MTBF ECLS, or Expected Component Life System (sometimes
referred to as Expected Component Life Cycle System), is a method
of studying vehicle maintenance trends and replacing parts and
components before they fail.
The first step to effectively using ECLS to determine PM checklists
is having accurate maintenance data. By digging through the
maintenance records and mining data out of the records, the
Maintenance Pro can determine the Mean Time Between Failures (MTBF)
for all parts and components on the vehicle. The MTBF is nothing
more than the average miles or hours that a component fails
Once the MTBF has been determined, the next step is to determine
the ECLS replacement schedule for the component. If the ECLS is set
at the MTBF, roughly half of the vehicles will suffer a failure of
the component or part before it is replaced. If the ECLS is set at
the earliest known failure point, then many times the part or
component will be removed from the vehicle well before replacement
is necessary.
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The basic question becomes, what are you willing to accept for an
on-the- road failure rate? If you do not want any on-the-road
failure of the component in question, then you will want to set the
ECLS at the earliest known failure point. However, if the item is
not a critical component, or an item whose failure can be easily
dealt with when the vehicle is on the road, then using the MTBF
point as the replacement point may be acceptable.
Wear limits Some components, such as tires and brakes, can be
tracked through the MTBF and ECLS programs, but their replacement
will be directly tied to the vehicle inspections. The MTBF and ECLS
data can be used to com- pare tire and brake performance, but the
decision to replace the parts will be based on the findings of
inspections. This is done through deter- mining “wear limits” on
parts and components.
Wear limits are the minimum acceptable depths or thicknesses you
are willing to allow on a component, regardless of the MTBF or ECLS
data. An example would be tires. The legal minimums for a tire are
4⁄32″ on the steer axle, and 2⁄32″ on all other positions. As a
company you have decided that you are not going to allow the tires
to wear down to that point. You will replace steer tires at 8⁄32″
and all other tires at 4⁄32″ (this is then considered your failure
point for MTBF purposes).
The MTBF and ECLS can give you a general idea of when the wear
limit should be reached, but how many hours or miles it takes to
reach the failure point is irrelevant. Once the tire has worn to
the predetermined point (either 8⁄32″ or 4⁄32″), the tire is
replaced.
Fluid sampling Another method of determining maintenance needs that
does not involve MTBF and ECLS is fluid sampling.
Fluid sampling and testing can provide the Maintenance Pro with a
“wear limit” method of analyzing the internal condition of a
component. A prime example is the engine.
By simply looking at an engine the Maintenance Pro cannot tell the
condition of the internal parts. A MTBF study can determine when
most of the engines will fail. But with engine rebuilds being an
expensive repair, doing a rebuild simply based on MTBF and ECLS
data could lead to unnecessary and costly maintenance.
Taking an oil sample, and having it tested, can give the
Maintenance Pro a look inside the engine. If antifreeze is
appearing in the oil, that can indicate a head gasket is leaking.
Iron, steel, chromium, or aluminum particles in the oil sample can
indicate that the one of the internal components of the engine is
beginning to fail. The presence of excessive copper (or similar
metals) in the oil can indicate that there are bushings or bearings
that are beginning to wear.
Vehicle Maintenance Pro
Determining Maintenance Schedules6
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Sampling and testing other components can also locate problems.
Trans- missions, differentials, and auxiliary hydraulic systems
(wet kits) are all examples of components where sampling and
testing can indicate prob- lems in advance of failure.
Testing the fluids in every vehicle component at every service
could get costly ($7 to $15 dollars per test). Many carriers are
willing to pay this and consider it part of the PM cost of the
vehicle. As well as providing early warning of problems, a regular
sampling program can help with any warranty claims associated with
the component (sampling will show the failure was a sudden failure,
not due to neglect over time).
What many carriers that use sampling do is combine sampling with
MTBF and ECLS data. When the vehicle first enters service, samples
are only taken at benchmark intervals, such as during quarterly or
the annual inspection. Once a vehicle reaches a predetermined
threshold, the sam- pling and testing then become part of all
regular inspections. Here is an example of a combination
approach:
• Engine: Due to MTBF and ECLS data we will sample and test engine
oil as part of the annual inspection for the first two years. After
the second annual inspection engine oil sampling and testing will
be performed as part of each oil change.
• Transmission: Due to MTBF and ECLS data we will sample and test
transmission oil as part of the annual inspection for the first
five years. After the fifth annual inspection transmission oil
sampling and testing will be performed as part of each oil
change.
• Differentials (including interaxle): Due to MTBF and ECLS data we
will sample and test differential oil as part of the annual inspec-
tion for the first five years.After the fifth annual inspection
differential oil sampling and testing will be performed as part of
each oil change.
Documenting preventive maintenance The FMCSA regulations require
that the company have a record system that shows the vehicle’s
maintenance schedule, and last and next sched- uled service (both
due date and nature of the service). The regulations do not spell
out how a company is to accomplish any of this. The regulations do
not provide a “required schedule” or “required form and format” for
documentation. The regulations only require that a company have a
sys- tematic maintenance program and document it. One reason the
FMCSA does not “spell out” a preventive maintenance schedule that
carriers must follow is because of the wide variety of commercial
vehicles that are in operation and covered by these regulations.
Everything from pickup trucks to motorcoaches to tractor-trailers
are covered by these regulations.
To develop and document the preventive maintenance program a Main-
tenance Pro will need to use the information we have mentioned so
far, and then develop and document the maintenance program for each
vehicle (or group of vehicles). This is not as complicated as it
sounds.
First, for preventive maintenance purposes and later tracking
divide the vehicles in the fleet into “dynamic groups.” Each group
should be made
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up of similar vehicles (based on similar traits and maintenance
require- ments, not necessarily make and model).
Next, review the existing information for each group and write a
pre- ventive maintenance schedule (including intervals, checklists,
and wears points for important and high-wear components).
Once you have established the schedule for each of the dynamic
groups, copy them and place a copy into the corresponding vehicle
files. As well as containing the preventive maintenance
information, the vehicle files must also contain identifying
information (vehicle number, make, VIN, year, tire size, and the
entity providing the vehicle if it is not owned by the company),
and records of all inspections, maintenance, and repairs. This is
required by the FMCSA regulations under §396.3. For more infor-
mation on these regulations see the DOT tab in the Compliance
section of this manual.
Finally, either on a form in the file or physically on the file,
keep track of each scheduled preventive maintenance, and record
when the next sched- uled maintenance is due.
Some companies go one step further to make the process easier. In
addi- tion to the files they use a wall board that displays the
individual vehicles and last/next service. This way, technicians
and supervisors can tell at a glance when a vehicle received
scheduled preventive maintenance last, and if it coming due for its
next service.
One key point to remember: The FMCSA is letting you develop your
own preventive maintenance program and schedule. However, the FMCSA
is going to expect you to adhere to your program and schedule, just
as if they were regulations. This really is a case where you “get
to write your own regulations.” As long as you have a documented
preventive maintenance program that includes a maintenance
schedule, records that show past and future maintenance, your
vehicles are being serviced in accordance with your schedule, and
your vehicles are passing roadside inspections, the FMCSA will be
satisfied with your preventive maintenance program and
schedule.
Example of a PM schedule The actual maintenance portion of PM is
composed of scheduled and standardized inspections and maintenance.
This is sometimes referred to as the vehicles’ “scheduled service,”
or simply “service.” PM services are commonly designated as A, B,
C, D, etc. Under the normal system, every letter you move up into
the alphabet represents an increase in the com- plexity of the PM
service (and time required).
PM A services are also known as a “maintenance check-out” or
“safety inspection” and generally consists of a safety check and
lubrication as well as checks of key components such as brakes,
lights, tire condition and inflation, and fluids. It also includes
checking and adjusting high wear components. Typically, these PM As
are scheduled at half of the oil change interval of the vehicle.
The normal interval forAservice is between 1,500 and 2,500 miles on
light vehicles, and between 5,000 and 10,000 miles on medium and
heavy duty vehicles.
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Note: Some companies use an “inspection lane” and perform an A
service every time the vehicle returns to the maintenance
facility.
PM Bs normally include all PM A items, and also include an oil and
filter change, as well as more in-depth checks of the engine and
driveline. The normal interval for B service is 3,000 to 5,000 for
light duty vehicles and 10,000 to 20,000 for medium and heavy duty
vehicles. A PM B should also include a download of the ECM and
action on any troublecodes or prob- lems reported by the ECM (if
applicable).
One consideration with passenger-carrying vehicles is that the
pushout windows, emergency doors, and emergency door marking lights
must be inspected once every 90 days. If the vehicles will not be
undergoing PM Bs within 90 days, then this inspection item will
need to be included in the PM A inspections for these
vehicles.
PM C service calls for both A and B service and more extensive
service (i.e. alignment, scheduled component replacement, the DOT
annual inspec- tion required by §396.17, and other scheduled engine
and driveline component inspection or replacement). Normally, C
services are sched- uled annually. To make sure they are done in a
timely manner, it is not unusual for carriers to actually schedule
them on an eleven-month sched- ule.
PM D service is either a scheduled rebuild or replacement of a
major component (i.e. engine, transmission, axle) or a “special”
service. Examples of “special service” are seasonal service
(winterization or summerization) and scheduled upgrade services.
Scheduling of D services varies by com- pany. The D designation may
or may not be used, depending on the company.
Companies continue the lettering system based on their needs. Some
companies go as far as PM L.
Don’t forget the trailers! Trailers are subject to the same
regulations as the vehicles that pull them and should be subject to
the same type of PM program. Typical preventive maintenance
scheduling for a trailer is:
• T1 or TA services are scheduled every 3 months. This PM service
includes an inspection and lubrication, including a check of (at a
minimum) the lights, tires, brakes, coupling devices, safety equip-
ment, and any other “systems” (refrigeration unit, sliding axles,
etc.).
• T2 or TB PMs are scheduled every six months. This PM service
includes all the items of a T1, and a more in-depth inspection, as
well as additional maintenance (pulling off hubcaps to check grease
con- dition, retorquing lugs, etc.).
• T3 or TC services are normally scheduled annually. These include
all the inspection and maintenance included in a T1 and T2 service,
along with more extensive maintenance such as an alignment or
complete brake overhaul. Some carriers will also perform the peri-
odic (annual) inspection required under §396.17 as part of the Type
T3 service.
Don’t forget the auxiliaries! Auxiliary power units (APUs),
refrigera- tion units, wet kits, hydraulic pony engines, lavatory
systems (in motorcoaches), and idle reduction equipment all need to
undergo the
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same scheduling process as the vehicles and trailers. The
maintenance scheduling for these units can be rolled into the
vehicle they are associ- ated with. Examples would be servicing the
wet kit on a vehicle each time the vehicle is serviced and
servicing an APU as part of an annual inspec- tion.
Inspection lane — An inspection lane is a designated lane or shop
bay where vehicles entering or exiting (or both) the facility must
check in or out. When in the inspection lane a technician will do
an inspection on the vehicle. An inspection lane can be used to
serve as a location to perform A inspections, if the vehicle is due
for one, or it can be used strictly as a screening location.
In the “screening location” function the technician can check items
such as driver complaints, body damage, fluid leaks and levels,
lights, wipers, springs, brakes, tire pressures, and time or
mileage since the last PM. The vehicle might also be washed
quickly. If a problem is discovered, the technician can then
communicate the problem to the maintenance super- visor. The
vehicle can then be scheduled for repairs or service in the regular
maintenance/repair area.
Also, if the vehicle is being checked into the yard, the driver can
submit his or her DVIR to the technician doing the inspection,
beginning the DVIR process while in the inspection lane.
The inspection lane can be located within the shop, but it is more
often located in the yard next to the shop because it’s more
convenient for the driver to drive through an open area rather than
back into or drive into a building. Also, having space available in
the yard is more predictable.
Timing is the critical element for this kind of inspection. Usually
a vehicle gets inspected every time it enters or exits the yard, so
the inspection must be done quickly. Some fleets are very strict
about this requirement; a vehicle has to run through the lane even
though it may have been gone for only a half-hour. If the
inspections take too long, it may be difficult to maintain
operational support for the inspection lane.
Fleets who use inspection lanes often run time-critical movements,
i.e. passengers or food service delivery, and management wants to
be abso- lutely sure that vehicles are in top condition every time
they are in the terminal.
Maintenance people who use inspection lanes emphasize that if you
are considering adding this kind of inspection, you should resist
the temp- tation to make even minor repairs in the lane. All
repairs must be done in the shop and accompanied by the appropriate
request paper work, repair order, etc. However, some regular
servicing may be scheduled for the lane.
One fleet, for example, greases their trucks during every
inspection lane visit. It should also be mentioned that the
inspection lane supplements driver inspection and the regular PM
inspections; it does not replace them.
The inspection lane routine may prove to be too expensive or
cumbersome for every fleet. In place of it, some companies use a
process of “yard checks.” At specified times throughout the day,
technicians will “cruise
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the yard” and check the equipment that is newly arrived into the
yard. These checks involve simple items, such as brakes, tires,
lights, body damage, and upcoming maintenance requirements. The
technician will then record all units in the yard, and what work
was done on which vehicles. If a vehicle is found to be in need of
major repair or PM during the yard check, the technician will tag
the unit as due for maintenance or repair, and then report it to
the maintenance supervisor. The vehicle will then be worked into
the shop for the needed work (similar to what happens in an
inspection lane).
Other carriers do not use inspection lanes or yard checks at all,
and rely entirely upon schedules and the drivers reporting to the
shop when a vehicle is due for PM or in need of repair.
The bottom line is only you can decide how much PM to give your
vehicles, and how to schedule it.
Pre-service inspection. The concept of a pre-service inspection
should be applied to all equipment new to the fleet, whether new or
used.
With used vehicles, beginning with a C level PM inspection (and
service) is preferred and recommended. Additionally, all accessible
nuts, bolts, and adjustments (lug nuts, hub nuts, axle nuts, bell
housing bolts, motor mounts, dash screws, front-end alignment,
etc.) not normally checked as part of a level C inspection should
be checked, retorqued, and/or adjusted. Developing a pre-service
checklist of what you consider key components is critical.
New vehicles can benefit from this process as well. Since
everything is new, you may be less concerned with the overall
condition of the unit, but you will still want to make sure
everything has been properly located and torqued. Many maintenance
pros have “horror stories” concerning prob- lems with brand new
vehicles.
Also, you will want to be sure that everything you specified is on
the line-setting sheet and actually on the vehicle. You will also
want to check the model and serial numbers, sizes, etc. of all
components, and log them into your recordkeeping system.
You should also consider doing pre-service inspections on vehicles
that have been inactive for a significant amount of time (due to
extended maintenance, driver unavailability, accident repairs, drop
in demand, etc.). It would create another set of problems if a
vehicle fresh off major repairs broke down for an unrelated reason
that could have been found in a pre-service inspection.
How much time should you spend on a pre-service inspection? The
time spent on a pre-service check depends on fleet policy. Some
fleets put in a day and a half on a new semi-tractor; others add a
road test and extensive component testing which can push the time
to over a week, depending on the detail. The objective is to make
sure that every part is tight and in good working condition.
Fleets that consider the pre-service check to be an important part
of PM assign the mechanics who will be in charge of the vehicle to
the task.
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Managers who feel a superficial check is good enough assign a less-
expensive employee. Either way, it is probably to your advantage to
use a detail-oriented employee.
You will have to create your pre-service standard according to the
equip- ment. The line-setting sheet gives the frame of reference;
you determine what checks will need to be made and develop the list
from there. That checklist is, in a sense, the first service
document of the new vehicle. As such, it becomes a standard quality
control reference. On it you may want to include the quantities and
grades of fluids added, belt tensions, tire pressures, etc.
Deciding how soon you wish to bring a new vehicle back into the
shop for a follow-up inspection after its pre-service inspection is
your next deci- sion. This may seem like an unnecessary procedure,
but again, the idea is to catch things before they happen. The
follow-up inspection is actually part of the shakedown, and the
vehicle should not be considered as fully in service until this
step is completed. This is because the maintenance department
cannot simulate the operational environment the vehicle will be
operating in no matter how hard they try. Allowing the vehicle to
operate in the environment during a short shakedown period will
allow any potential problems to be dealt with early.
Sometimes a representative from the dealership is present during
dif- ferent phases of the pre-service inspection process. This can
be an advantage if something has to be changed by the manufacturer,
espe- cially if you want immediate action.
You might also use the pre-service inspection process to
familiarize driv- ers with the new vehicle.
Trailers should be looked at carefully too. A new trailer should be
put through the same paces. Too often a trailer is neglected,
especially the pre-service check, which may seem unimportant.
Remember, federal regu- lations require that trailers have a
regular maintenance schedule.
If you are going to add any special equipment to a vehicle during
the pre-service period (lift gate, autogreaser, wheelchair lift,
etc.) or at any other time, you will want to add a couple of steps
to the process. First, verify that the alterations are legal by
checking Part 393, Part 571, and Appendix G (included in the
Compliance Management and Regulations sections of this manual).
Next, be sure to add the work to your pre-service and inspection
checklists.
At the end of this unit are examples of maintenance and pre-service
checklists. While they are primarily aimed at large
property-carrying vehicles, they can be modified for smaller
vehicles and passenger-carrying vehicles by adding or removing
specific items.
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Driver’s role in PM
Driver inspections A driver is required to perform a pre-trip
inspection (§392.7 and §396.13) and determine, to the best of his
or her ability, that the vehicle is in safe operating condition.
The driver also completes a written post-trip inspec- tion report
on vehicle condition at the completion of each day’s work (see
§396.11). This report is then submitted to the carrier.
The driver is primarily concerned with reporting safety problems;
each time the driver operates the vehicle, the driver’s pretrip
inspection cer- tifies that the vehicle is in safe condition.
Driver inspections are different than PM inspections.
PM inspections are performed by maintenance personnel and involve
in-depth inspection of vehicle components, possibly requiring the
removal of access covers and other components to conduct the
inspection, and involve specific measurements of parts and
components.
The maintenance team approach sees the driver as a partner in main-
tenance. When the driver goes a step beyond the specific driver
inspection report, looking and listening for potential problems
that may be devel- oping and reporting them to the maintenance
department, he or she is contributing to the PM program. Problems
unrelated to safety are reported so that the vehicle can be checked
during the next scheduled mainte- nance inspection. Body damage, a
hose starting to show wear, etc. are important clues that need
further investigation and attention.
To sum it up, driver inspections are concerned with what condition
the vehicle is presently in, while a PM is concerned with keeping
the vehicle in good condition. By working as partners and allowing
their responsi- bilities to overlap, the mechanics and drivers can
keep the fleet in excellent condition.
Driver training: driving habits and PM The driver’s commitment to
PM begins where the inspection report leaves off. He or she must
inspect for safety, but we’ve also seen how important accurate,
consistent driver observation can be in alerting mechanics to
potential problems. Here’s where attitude comes in. The driver must
believe that taking care of the vehicle is important and that it
can really extend vehicle and component life, contribute to a safe
vehicle, and save money for the fleet.
Drivers make a more tangible contribution to PM through their
driving habits. If the fleet has developed specific cost-cutting
maintenance poli- cies, it is fleet management’s responsibility to
train drivers to accomplish these goals. As the Maintenance Pro you
may be asked to assist in that training in an effort to reduce
maintenance costs, extend equipment life, and promote fuel economy,
all areas directly affected by driving habits. Let’s use four
subjects as examples: tires, brakes, clutch, and fuel
economy.
Tires: Your drivers know the inspection procedures for tires. They
need to be sure that the tire is properly inflated and clean, that
the lug nuts are tight, that the tire is free from cuts or
punctures, and that it has
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adequate tread. These inspection items are covered in basic CDL
train- ing. To make the driver more active in the PM program and
more proactive, train the drivers to also check for:
• strange wear patterns,
• valve stem pull-through or shear.
Drivers also need to understand that fast stops and starts will
wear out tires before their time. Bouncing over chuck holes and
curbs, and running over debris in the road can also spell early
death for a tire. Are drivers aware that bouncing over a chuck hole
or curb can cause sudden tire failure, break or bend the rim, throw
the wheels out of balance, misalign the wheels and the front end,
and/or knock off hub caps?
Most importantly, encourage frequent inflation checks by drivers
using an accurate tire gauge. Tires should be checked with a gauge
when cold, before operation. Under-inflation, and the heat it
generates, is the major cause of tire problems. Under-inflation
leads to excessive wear, damage to the sidewalls due to extra
flexing, and eventually complete failure if not corrected.
Over-inflation can negatively affect tire life also. An
over-inflated tire is not distributing the weight it is carrying
across its whole “footprint.” Only the center of the tire is
bearing the weight, so this part of the tire will suffer from
excessive wear. Warn drivers that when gauging “hot” tires they
will appear to be over-inflated. This is normal as tires will
increase their pressure between 10 and 20 percent when hot. Because
of this, instruct drivers to never let air out of a hot tire.
“Thumping” tires with a hammer or tire club can tell the driver if
the tire has air in it, but not how much. Thumping should be done
during an enroute inspection when the tires are warm from running
down the road and a gauge would not be accurate. Thumping can
locate tires that are severely under-inflated, and in need of
immediate repair. Drivers that get in the habit of gauging tires as
part of their pre-trip and thumping tires at every stop can
significantly reduce blowouts, the most expensive and
time-consuming type of tire failure.
An important PM training point to share with drivers is refilling
tires safely. Due to the hazards involved in filling tires, you
must ensure that your drivers (and technicians) are familiar with,
and follow, the safety rules involved in filling tires. Here are
basic rules for drivers:
• Use a locking chuck,
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• Do not be in line with the sidewall when filling, and
• Never refill a tire that has been run down the road at 20 percent
or more below normal cold pressure.
Tires that have been run down the road 20 percent or more below
normal pressure could easily have sustained sidewall damage because
of the extra flexing the tire may have done. This damage may not be
evident until someone tries to bring the tire back up to normal
pressure. The damaged sidewall can fail with little or no warning.
There could be a second or two of “popping” just before failure,
but you cannot count on that. This is known as a “zipper failure.”
Tires that have been run down the road 20 percent or more below
normal pressure must be removed from the rim, repaired, inspected,
and refilled in a safety cage if deemed serviceable by a tire
technician.
Drivers that understand how to take care of their tires will be
performing a valuable PM function while on the road. The more
problems drivers can deal with proactively, the less the chances of
breakdowns or major time spent performing repairs in your
shop!
Brakes: Out-of-adjustment brakes continue to be a major
out-of-service violation for heavy trucks (as well as other
vehicles). In addition to a potential downtime, there is a safety
concern that brakes which need adjustment provide the vehicle with
only 50 percent of their normal brak- ing ability.
Out-of-adjustment brakes can also create a brake imbalance that
could potentially cause the vehicle to enter a side-skid during a
panic stop.
As well as creating a safety hazard, brakes that are
out-of-adjustment lead to abnormal wear. The brakes that are in
adjustment have to do extra work when the vehicle is slowed,
leading to excessive wear on these brakes. On downgrades, the
brakes that are in-adjustment may over- heat, damaging them.
Are drivers aware how dangerous fanning the brakes is? Do they know
that this habit can gradually reduce available air in the
reservoirs and cause excessive wear? Gearing down on descents and
in traffic is the better way. Good braking technique really boils
down to good driving. Drivers should be trained to anticipate the
moves of other drivers and proceed at the speed most appropriate
for existing road conditions to minimize harsh brake use.
Good driver brake maintenance starts with a daily pre-trip
inspection. Carriers should consider training drivers to perform
the equivalent of a Level 2 CVSA inspection, which includes looking
for signs of oil leakage (hub seal indicator reading low or
oil/grease on the brake shoes), wear or cracks in the brake
linings, and cracks in the brake drums. Drivers should also check
the push rods to see if the slack adjusters are in adjustment. All
of this can be taught to a driver within a very short time.
Just like the tires, if drivers are finding potential brake
problems before they become major problems, the maintenance task
becomes much easier.
Clutch: A clutch can’t last forever, but its life can be extended
by good driving technique and a driver that knows when it needs to
be adjusted. The skills most important to master in clutch
operations are starting in
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the right gear, engaging the clutch properly, and recognizing
clutch mal- functions and the need for re-adjustment. Riding and
slipping the clutch, disengaging and engaging the clutch while
coasting, and coasting with the clutch released and the
transmission in gear will shorten clutch life.
The driver can also be helpful in diagnosing clutch problems.
Clutch noise out-of-the-ordinary may mean that there is looseness
or wear in the clutch or one of the associated parts (throw-out
bearing, linkage, etc.). It could also be a sign of poor
lubrication. Clutch slippage could be a sign of worn clutch facings
or a lack of clutch pedal free play. Can you driver tell that the
clutch is slipping and why? Clutch drag might be poor adjust- ment
or something as serious as a warped drive disc. Help your drivers
to be specific about complaints. When does the problem occur? Is it
only present at certain speeds or in certain gears? Does the
problem disappear when power is increased or decreased?
If the driver is trained on what to expect out of the clutch, how
to treat it, and how to answer clutch-related questions, the driver
can become an active member of the PM program with regards to the
clutch. The clutch is a prime example of a component where the
driver’s knowledge can keep maintenance costs down by catching
problems early.
Fuel economy: Many factors play a part in determining how economi-
cally a vehicle consumes fuel. The size of the engine, the
transmission gearing, the differential gearing, the aerodynamics of
the vehicle, the speed the vehicle operates at, the terrain the
vehicle operates on, and the ambient temperature the vehicle must
deal with are all examples of fac- tors that will ultimately
determine fuel mileage.
Fleets can take different approaches to a fuel-economy program.
They may place their emphasis on equipment specifications or fuel
quality. They may look toward routing efficiency and make an effort
to maximize loads.
The driver is the end-user of fuel-efficient equipment, quality
fuel, and a well-maintained vehicle, so whether these measures work
depends on him. Convince the drivers that the easiest and cheapest
way to save fuel is to slow down and adopt a less aggressive
driving style. Other practices that should be encouraged by the
fleet to improve fuel economy may be avoiding excessive shifting,
high RPM driving, and idle time.
A curious thing bears mentioning here, drivers that driver have the
habit of driving with fuel mileage as a goal (they try to practice
smooth steady acceleration and deceleration, low RPM and
progressive shifting, and keep idle time to a minimum) will operate
the equipment in a manner that will reduce maintenance problems.
This is because the same driving habits that increase fuel mileage
reduce wear and tear on the vehicle. The less wear and tear the
vehicle is undergoing, the more effective the PM program can
be.
Finally, encourage drivers to keep the vehicle clean. Keeping the
vehicle clean will make spotting minor mechanical problems
easier.
Examples of various maintenance and inspection checklists are
included at the end of this unit.
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Case study What follows is a case study on how vehicle maintenance
scheduling and practices (including recordkeeping and training) can
all be combined to create a dangerous (in this case a fatal)
situation.
The NTSB investigated a crash involving an air brake equipped dump
truck that was unable to stop while descending a grade in Glen
Rock, PA, striking four vehicles that were stopped at an
intersection at the bottom of the grade. One of the four other
vehicles also struck three pedestrians after being hit by the dump
truck.
The brake failure was so complete that even after striking the
vehicles the dump truck continued through a gas station, over a set
of railroad tracks, coming to rest 300 feet past the intersection.
The truck at this point was 407 feet from where it had first
impacted another vehicle.
As a result of the accident the driver, owner, and a manager from
the company involved were convicted of various criminal violations
involving negligence.
The rear brakes on the dump truck were “Type 30” (30 square inches
of diaphragm area) and the steer axle was equipped with “Type 16”
brakes (16 square inches of diaphragm area). All brake units were
equipped with automatic slack adjusters.
The post accident investigation determined that the larger rear
brakes had not provided any braking force due to being severely out
of adjust- ment. Because the larger rear brakes were not providing
any brake force the smaller front brakes were trying to slow the
vehicle and load (the vehicle was found to be overweight at the
time of the accident). These brakes quickly overheated during the
downhill braking. As a result of the overheating the front brakes
“faded” and failed. At this point the vehicle had no braking
power.
The fact that the rear brakes were out of adjustment was the cause
of the accident, therefore the automatic slack adjusters caused the
accident, right? Wrong! The brake units from the vehicle were
tested by the NTSB after the accident. During the testing it was
discovered that the clevises and pins that attached the brake
chamber push rod to the slack adjuster were so badly worn that the
automatic slack adjusters could not achieve correct adjustment. As
part of the testing the clevises and pins were replaced and the
automatic slack adjusters immediately brought the units into
adjustment.
In short, the automatic slack adjusters had not failed. The other
brake components on the truck were in such poor condition that the
automatic slack adjusters could not function correctly.
The NTSB investigated the truck further and discovered that the
truck had the automatic slack adjusters manually readjusted
multiple times. The driver that had driven the truck the previous
summer had been placed out of service due to the brakes being out
of adjustment. To clear the out-of-service violation he manually
readjusted the automatic slack adjusters. During that summer the
driver stated he had manually read- justed the automatic slack
adjusters “at least three or four more times.”
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In January, during an annual inspection, the brakes were found to
be out of adjustment again. At that time the mechanic performing
the inspec- tion readjusted the automatic slack adjusters.
In April, three days before the Glen Rock accident the truck had
rolled into a car. According to the driver the brakes had not
“held.” It is not known if the brakes were readjusted after the
incident (there is no docu- mentation of a repair).
To sum it up, the automatic slack adjusters on the truck had been
adjusted at least five times, and possibly many more times in the
previous 12 months. Due to the incomplete records, it is not known
exactly how many times the brakes had been adjusted. Also, the
company did not include brake components (other than checking
adjustment) in their preventive maintenance.
Here is the key point. No one checked the actual brake components
or investigated why the automatic slack adjusters required
readjusting. The manufacturer’s material warns that readjusting the
automatic slack adjusters is only intended to be a “temporary fix.”
The underlying cause must be corrected or the out-of-adjustment
situation will return.
How could this case have ended differently?
Better records. If the carrier had been keeping better records of
repairs and maintenance, and was able to see that the brakes on the
truck were continually being readjusted but no other repairs were
being performed, it could have triggered a more complete check of
the vehicle’s brakes.
More frequent maintenance. If the carrier would have been using a
more aggressive maintenance schedule (seeing the truck more often
than they were) the accident could have been avoided. The carrier
was faulted for not having a regular inspection and maintenance
program in this case.
Accident follow up. Had the carrier followed up after the accident
three days prior when the brakes did not hold, the brake problems
could have easily been detected. It is a policy at many companies
that any vehicle involved in an accident must undergo a maintenance
i