ISO 20297-2:2023

INTERNATIONAL ISO
STANDARD 20297-2
First edition
2023-05
Industrial trucks — Lorry-mounted
trucks —
Part 2:
Safe use requirements
Chariots de manutention — Chariots embarqués sur porteur
routier —
Partie 2: Exigences pour l'utilisation en toute sécurité
Reference number
© ISO 2023
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Published in Switzerland
ii
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 General requirements . 4
4.1 Principles . 4
4.2 Operator's manual(s) . . 4
4.3 Modifications or alterations . 4
4.4 Manufacturer's bulletins . 5
4.5 Operator qualifications and training . 5
4.6 Inspection and maintenance . 5
4.6.1 General . 5
4.6.2 Preparation for inspection or repair . 5
4.6.3 Performance checks . 6
4.6.4 Inspection and maintenance precautions . 6
4.6.5 Inspection and maintenance requirements . 7
4.7 Hazardous environments. 8
4.8 Refuelling . 8
4.9 Elevating personnel (use of personnel work platforms) . 8
5 Operating safety rules and precautions . 8
5.1 Operator's responsibility for safety . 8
5.2 Visual inspection and functional tests . 9
5.3 General operating instructions . 10
5.3.1 When dismounting the truck from the carrier vehicle . 10
5.3.2 When operating the truck once it has been dismounted. 10
5.4 Travelling .12
5.5 Picking and placing loads . 12
5.6 Using attachments . 13
5.7 Transporting the truck on a carrier vehicle . 14
Bibliography .15
iii
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www.iso.org/patents).
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www.iso.org/iso/foreword.html.
This document was prepared by Technical Committee ISO/TC 110, Industrial trucks, Subcommittee
SC 4, Rough-terrain trucks.
A list of all parts in the ISO 20297 series can be found on the ISO website.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www.iso.org/members.html.
iv
Introduction
Lorry-mounted trucks are known by a variety of terms, including for example "vehicle-mounted trucks",
"piggyback trucks".
Lorry-mounted trucks can also be equipped with a variety of attachments.
v
INTERNATIONAL STANDARD ISO 20297-2:2023(E)
Industrial trucks — Lorry-mounted trucks —
Part 2:
Safe use requirements
1 Scope
This document specifies requirements for the application, inspection, training, maintenance, repair
and safe operation (hereafter referred to collectively as the 'safe use') of industrial and rough-terrain
lorry-mounted trucks (hereafter referred to as 'trucks') which have design features that allow them to
be mounted for transport on a carrier vehicle.
This document is intended to achieve the following:
— the prevention of personal injuries, property damage and accidents;
— the establishment of criteria for inspection, maintenance and operation;
— the establishment of operator training requirements.
NOTE National or local requirements can apply.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments) applies.
ISO 5057, Industrial trucks — Inspection and repair of fork arms in service on fork-lift trucks
ISO 20297-1:2017, Industrial trucks — Lorry-mounted trucks — Part 1: Safety requirements and
verification
ISO 23676, Rough-terrain trucks — Operator training — Content and methods
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminology databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at https:// www .electropedia .org/
3.1
authorized person
person approved or assigned to perform a specific task or tasks at a specific location or locations at a
worksite
[SOURCE: ISO 11525-1:2020, 3.1]
3.2
user
person or entity responsible for assigning an operator (3.3) to operate a truck and specifying the tasks
to be performed
[SOURCE: ISO 11525-1:2020, 3.2]
3.3
operator
person who controls the operation (3.8) of the truck
[SOURCE: ISO 11525-1:2020, 3.3]
3.4
competent person
person who has acquired, through training, qualification, experience or a combination of these, the
knowledge and skill enabling that person to correctly perform the required tasks
[SOURCE: ISO 11525-1:2020, 3.4]
3.5
responsible entity
person or entity with responsibility for the design, specification, procurement, fabrication, manufacture,
assembly, provision of information and testing of a truck
[SOURCE: ISO 11525-1:2020, 3.5]
3.6
maintenance
act of upkeep, including inspection, lubrication, cleaning, adjustment and scheduled parts replacement
[SOURCE: ISO 11525-1:2020, 3.6]
3.7
modification
change to the truck that affects its operation (3.8), stability (3.9), actual capacity (3.17) or safety
[SOURCE: ISO 11525-1:2020, 3.7, modified — The term "capacity" has been replaced by "actual
capacity".]
3.8
operation
performance of functions of a truck within the scope of its specifications and in accordance with the
manufacturer’s instructions and work rules
[SOURCE: ISO 11525-1:2020, 3.8]
3.9
stability
ability of the truck to withstand conditions that would cause it to overturn
Note 1 to entry: Conditions that can affect stability include ground and floor conditions, gradient, speed, loading
(trucks equipped with attachments behave as partially loaded trucks even when operated without a load on the
attachment), dynamic and static forces, and incorrect tyre inflation and incorrect tyre type.
[SOURCE: ISO 11525-1:2020, 3.9, modified — "and incorrect tyre type" has been added to the end of
Note 1 to entry.]
3.10
lorry-mounted truck
wheeled, operator-controlled truck with a powered driving mechanism, designed either to carry, stack
or tier in racks any kind of load, and capable of self-loading to, and self-unloading from, a carrier vehicle
(3.14) using its load-lifting means
[SOURCE: ISO 20297-1:2017, 3.1, modified — The term "vehicle" has been replaced by "truck" and Note
1 to entry has been removed.]
3.11
industrial lorry-mounted truck
lorry-mounted truck (3.10) designed for operation (3.8) under normal operating conditions on
substantially firm, smooth, level, prepared and consolidated surfaces
[SOURCE: ISO 20297-1:2017, 3.1.1, modified — Note 1 to entry has been removed.]
3.12
rough-terrain lorry-mounted truck
lorry-mounted truck (3.10) designed for operation (3.8) under normal operating conditions on
unimproved natural terrain as well as the disturbed terrain of work sites
[SOURCE: ISO 20297-1:2017, 3.1.2, modified — Note 1 to entry has been removed.]
3.13
normal operating position
position specified by the manufacturer in which the operator (3.3) is able to control the truck operations
(3.8), including load-handling functions
[SOURCE: ISO 20297-1:2017, 3.13]
3.14
carrier vehicle
lorry or trailer that is suitable for transporting a lorry-mounted truck (3.10) by
...