| 1 | Define the Duty Profile | Confirm rated load, span, lift height, lifting speed, travel distance, operating hours, starts per hour, and load spectrum. | Select the appropriate duty classification; frequent heavy lifting requires a higher service class than occasional light handling. | Load schedule, duty-cycle calculation, layout drawing, and written design assumptions. | Correct sizing reduces premature wear, overload exposure, and unplanned replacement costs. |
| 2 | Compare Total Cost of Ownership | Include purchase price, installation, commissioning, energy use, inspections, spare parts, maintenance, downtime, and eventual replacement. | Use a multi-year cost model rather than comparing equipment price alone; show assumptions for labor, service frequency, and downtime. | Itemized quotation, maintenance schedule, energy data, warranty terms, and estimated spare-parts prices. | A lower initial price may become more expensive if service access, reliability, or parts availability is poor. |
| 3 | Verify Structural Design | Review girder strength, deflection, fatigue, wheel loads, runway reactions, lateral forces, and local environmental conditions. | Design calculations should address rated load, dynamic effects, fatigue life, wind exposure, seismic conditions, and temperature where applicable. | Signed calculations, structural drawings, material certificates, weld procedures, and inspection records. | Adequate engineering margins help prevent deformation, cracking, misalignment, and costly structural modifications. |
| 4 | Check Compliance Standards | Identify the laws, codes, and standards applicable to the installation location and industry. | Depending on jurisdiction, relevant references may include EN 15011, ASME B30.2, ISO 9927, local lifting-equipment regulations, and electrical codes. | Standards matrix, conformity documentation, inspection certificates, risk assessment, and regulatory approval plan. | Early compliance review reduces redesign, approval delays, fines, and operational restrictions. |
| 5 | Assess Supplier Engineering Capability | Evaluate application engineering, site measurement, integration design, documentation quality, and project management. | The supplier should provide a clear technical proposal that identifies interfaces, exclusions, assumptions, and acceptance criteria. | Sample drawings, calculation templates, project references, quality procedures, and a responsibility matrix. | Strong engineering support lowers interface errors and the risk of expensive site changes. |
| 6 | Evaluate After-Sales Support | Check response times, technician coverage, remote diagnostics, preventive maintenance, and emergency repair capability. | Define service-level targets, escalation contacts, working hours, and maximum response times before signing the contract. | Service-level agreement, maintenance scope, technician qualifications, service coverage map, and customer references. | Reliable support can reduce production downtime and avoid prolonged dependence on a single specialist. |
| 7 | Review Controls and Safety Features | Examine overload protection, emergency stop, limit switches, anti-collision functions, brakes, pendant or radio controls, and access controls. | Safety functions should be risk-assessed, clearly documented, tested during commissioning, and suitable for the operating environment. | Control schematics, safety validation records, functional test procedures, operator manual, and training plan. | Effective controls reduce collision, dropped-load, equipment-damage, and injury risks. |
| 8 | Confirm Installation Compatibility | Check runway beam capacity, column alignment, floor loading, clearances, power supply, building geometry, and access for installation. | Conduct a documented site survey before final design; verify headroom, hook approach, maintenance access, and electrical capacity. | Measured site survey, as-built drawings, load calculations, utility information, and installation method statement. | Early compatibility checks prevent civil-work changes, installation delays, and unexpected construction costs. |
| 9 | Compare Maintainability and Spare Parts | Review access to motors, brakes, ropes or chains, wheels, bearings, electrical panels, sensors, and wear components. | Prioritize standard, documented components with defined inspection intervals and a clear parts-identification system. | Recommended spare-parts list, parts lead times, maintenance drawings, lubrication schedule, and preventive-maintenance checklist. | Good maintainability lowers labor hours, inventory risk, and the duration of corrective repairs. |
| 10 | Set Clear Testing and Handover Criteria | Define factory testing, site acceptance testing, no-load and rated-load tests, noise checks, braking performance, and operator training. | Acceptance tests should be agreed in writing, witnessed by responsible parties, and linked to documented performance requirements. | Inspection and test plan, commissioning records, load-test certificate, as-built drawings, manuals, and training records. | Clear handover documentation supports safe operation, warranty claims, audits, and future maintenance. |