1. George Wendleton 04/06/2016

2. A Process is defined as:
“A system of operations in the production of something”
“A series of actions, changes, or functions that bring about and end of results”
A Procedure is defined as:
“A way of performing or effecting something”
“A set of established forms or methods for conducting the affairs of business”
PROCESS & PROCEDURE

3. Pre – Trip Inspections
Driving
Loading
Unloading
Post – Trip Inspection
PROCESSES THAT PERTAIN TO OUR
INDUSTRY!!

4. Pre – Trip Inspection
A Pre – Trip Inspection is the most important Process
to start the business day. Other then being a Safety
requirement based on D.O.T regulation and
FMCSR 396.11, Driver Vehicle Inspection Report,
Your safety and that of the motoring public is the
most important aspect of on road safety and why
we perform inspections. We also perform the
Inspection to insure that the motor carrier we
work for stays within the requirements and
guidelines of the Law that protects everyone.
PROCESS BREAKDOWN
* PRE – TRIP INSPECTION

5. BEFORE ENTERING CAB
Check the tractor/trailer for signs of leaks,
Engine Fluid levels and condition. Radiator
coolant level/wiper blades condition, windshield
washer fluid levels. Power steering hoses and
fluid level. Belts, hoses, Rust Spots, electrical
wiring for cracks, wear, tightness, etc.
Condition of front end shocks, springs, Spring
hangers, shackles, U-bolts, Tie Rods, and drag
link check, and frame condition. Condition of
Entire Disk brake and drums, hoses, and
chambers.
PROCEDURE BREAKDOWN
* PRE – TRIP INSPECTION

6. INSIDE CAB
Sets brake, Jake brake off, trans in neutral, clutch in, start engine
with foot on brakes.
Check Digital Systems for Oil, amp, fuel, air, vac, rpm, temp and
water gauges. Horns, wipers, AC, heater-defrost, power mirrors for
correct operation. Documents (DOT), state reg., tax, insurance
card, permits, (ERG). Three reflective triangles secure in cab,
steering for excessive play. Turn on all lights (cab, dash, marker, fog
head, 4 way flashers).
Insure you have ample fuel
PROCEDURE BREAKDOWN
* PRE – TRIP INSPECTION

7. CIRCULAR ROUTE INSPECTION
Check windshield, mirrors, light, reflectors for condition and/or operation, check fuel level.
Tractor wheels, tires, hubs for cracks and rust, studs, lugs, and wheel seal leaks.
Tractor drive axles-checks, shocks, springs, hangers, shackles, U-bolts, brakes drums, hoses,
chambers, air bags, drain air tanks.
Trailer lights, reflectors, DOT reflector tape for condition and operation.
Checks sights glasses (compartments empty) and ID tag condition. Trailer documents (state
reg. And vapor tightness inspection), stickers. Hoses and hose strap, fittings, gauge stick,
cones, and lights. Complete DOT spill kit (booms, spill pads, etc.)
Fender skirts for condition and damage. Valves, piping, gaskets for seepage, leaks or
damage.
Trailer wheels, tire hubs, for cracks, studs, lugs, and seal leaks Trailer axles-shocks, springs,
hangers, shackles, U-bolts, brake drums, hoses, chambers, air bags, drain air tanks.
4 Hazardous-materials communication placards for condition, fire extinguisher secure,
charged and safety check. Check condition of tractor/trailer, turn/wide turn signals. Are
license plates legible/secure. Mud flaps secure and correct height.
Fifth wheel & pintel hook-kingpin secure and lubricated, safety latch in correct position,
turn table. Air/electrical connections: Glad hands secure/condition of lines, & dome lids
closed and secure.
PROCEDURE BREAKDOWN
* PRE – TRIP INSPECTION

8. RE-ENTER CAB
Turn off all lights/engine. Stop/backup lights/horn for correct operation DOT air brake tests (DOT
and Driver Handbook method). Slack between 5th wheel/kingpin.
(End Shift) Post – Trip Inspection
The Post – Trip Inspection is performed at the end of the shift after fueling and parked at the carrier
yard where the vehicle is out of service prior to another driver taking over or after your shift Conclusion.
The Post – Trip is performed to insure that the vehicle you have controlled within your shift is (OK) for
safe operation and to detect un-safe potential conditions that need to be addressed on the vehicle(s) in
combination prior to going out on the road when placed back in service.
Sign Post Trip Inspections and Verbally Report any noted defects to the Facility Manager, Mechanic and
the next driver if you are able due to (HOS).
PROCEDURE BREAKDOWN
* PRE – TRIP INSPECTION

9. GENERAL
Enter Cab using three point positioning to avoid injury.
Seat belt secure, seat adjusted. Mirrors positioned correctly.
Delivery documents and emergency documents correctly located.
Pre – Trip inspection performed within the proper guidelines and
properly put away in plane sight.
PROCEDURE BREAKDOWN
* DRIVING

10. DRIVING IN TERMINAL and ON ROAD
Follows Terminal and other facilities we visit driving rules.
Follows established traffic patterns as specified in carrier security plan and FMCSR (In route security)
Follows established speed limit and adjust for adverse conditions such as weather and traffic.
Follows Smith System 5 point system
•Make the roads a safe place by employing the same methods we use with our drivers. The Smith System states that following these five
rules can dramatically reduce the risk of major accidents on highways and roads.
•1. Aim High
• The first rule for this method is “Aim high in steering”. Staying alert of the dangers and traffic ahead not only avoids rear-end collisions,
but it also alerts other drivers behind your vehicle to slow down. The driver should steer and focus their attention high, so as to view the
road as whole and not just a few feet ahead.
•2. The Big Picture
• “Be aware of your surroundings at all times” may seem obvious to say, but distracted drivers are just as dangerous as intoxicated ones.
Erratic and angry drivers take up a large portion of the traffic we see daily, so avoid major accidents by noticing how other drivers behave
on the road. Having the whole picture means that you are doing your part to keep your vehicle as safe as possible while moving 1000ft a
second. There are a variety of hazards between your own vehicle and other drivers, and a keen awareness of these dangers will reduce
these risks.
•3. Keep Your Eyes Moving
•The third standard of the Smith System asks drivers to remain alert. Energy drinks can only do so much before they cause the body to
crash, and any repetitive motion sends us into a trance. Consistent eye movement prevents your body from entering the trance state,
keeping you alert to every driving condition ahead of you.
•4. Leave Yourself an Out
•The fourth principle of the Smith System states to leave yourself a way out. This means ensure that other drivers do not box you in while
selecting their lanes. Do not follow other vehicles too closely, and always anticipate what choices other drivers make.
•5. Make Sure They See You
•The worst thing a driver can do is assume. Assume other drivers can see them, assume other drivers are not dangerous, or even assume
that they will just get to their destination safely. The final rule for the Smith System is “Make Sure You Are Seen”. This rule prevents
accidents by removing assumptions made behind the wheel. As a driver, make sure that other drivers can see you and anticipate your
move. If you feel you are coming into another driver’s blind spot, use the horn to get their attention.
PROCEDURE BREAKDOWN
* DRIVING

11. SMITH SYSTEM DEFENSIVE DRIVING
Aim high in steering.
Get the big picture.
Keep your eyes moving.
Leave yourself an out.
Make sure they see you.
PROCEDURE BREAKDOWN
* DRIVING

12. FORWARD MOVEMENTS
Speed control for adverse conditions.
Observation of hazards.
When necessary, perform ‘on ground’ inspections.
Prepare to stop at all uncontrolled blind intersections.
Maintains alertness at controlled intersections.
Observation of parked vehicles and watching for
pedestrians.
Prepare to yield when merging and turning.
Turns performed from the correct lane while watching for
hazards and slowly performing the turn with caution.
Hand placement on steering wheel.
Operate at a Safe following distance depending on weather
and road conditions, and traffic flow.
PROCEDURE BREAKDOWN
* DRIVING

13. BACKING PROCEDURES and PARKING
Back only when necessary / as far as necessary.
Walk around check for hazards before backing.
Barricade backing area.
Four-way flasher. Use mirror and watch speed, go
slowly and with caution.
Park only as directed by: FMCSR &
D.O.T. regulations. §397.7 Parking.
PROCEDURE BREAKDOWN
* DRIVING

14. INTERSECTIONS & PEDESTRIANS
Approach at safe speed, be prepared to stop.
Be alert for and yield to other vehicles.
Communicates intentions at least 100 feet in advance from the proper lane.
Constantly scan for pedestrians and other hazards.
Anticipate and be prepared to stop for all pedestrians.
Do not jump lights, make sure they see you.
Stop at all Rail Road Crossings and observe clearance before proceeding. Do Not
! Shift gears on track(s). Shift after completely clearing the tracks.
PROCEDURE BREAKDOWN
* DRIVING

15. Before Loading Activity Procedures
Complete stop at the stop line (Follow local procedure)
Shuts off lights & electrical accessories (radio, CB, etc.)
Checks to make sure rack is clear before entering
Positions truck under rack – aligned properly for loading (no
backing)
Sets parking brake by use of the yellow parking brake valve
Turns engine off, parks in gear
Reviews SPSA (Assess, Analyze, Act) Do not proceed unless
everything is SAFE!
Dismount truck using 3 point stance (shuts door)
Use Proper body mechanics to avoid injury.
PROCEDURE BREAKDOWN
* LOADING

16. Loading Activity Procedures
Activates rack with card and/or keys
Connects scully overfill protection cable
Check/sets compartment ID markers according to dispatch
Carefully removes dust covers
Checks the VR hose (condition) and valves for liquid which could block flow
of return vapors
Securely connect vapor recovery hose.
Activate and check trailer air system, at least 60 psi or (Internal Mechanism
Cables OK)
Ensures compartments are empty by checking the sight glass, drain if
necessary and only in specified drain sump.
Connect loading arms using alignment sleeves prior to locking
Uses correct body movements & positioning (lifting, pushing, pulling, &
bending)
Checks for leaks
Make sure internal valves open – scully green light is on (No Retains?)
Sets meters to exact gallons according to dispatch (Cross Check)
Double checks via walk down-meter gallons, to product arm to ID marker to
compartment size.
Start product flow
PROCEDURE BREAKDOWN
* LOADING

17. Loading Activity Procedures (Continued)
Keep eyes on loading process, checks for leaks
Remains at loading controls to fully observe process.
Knows emergency shutdown procedures.
When finished loading, deactivates rack (LOAD COMPLETE)
Closes internals, disconnects and secures all loading arms, checks for leaks.
Replaces and secures dust covers on loaded compartments.
Disconnects and secures vapor recovery hoses, replaces cap on trailer
Disconnects and secures vapor then scully cable.
Double checks to see that all equipment is disconnected
Drives truck off load rack.
Sets parking brake, puts in gear shuts engine off
Dismounts using 3-point stance ( Tire Check )
Obtains shipping papers & cross checks against dispatch
Mounts truck using 3-point stance, reviews SPSA (Safe Performance Self
Assessment)
Fastens seat belt/checks mirrors prior to exiting the terminal.
Proceeds to customer site non-stop (unless there is an emergency)
PROCEDURE BREAKDOWN
* LOADING

18. Facilitate Un – Loading Procedures.
Enters facility, using caution, watching all clearances and positions
transport convenient to fill
Sets parking brake, turns off engine, parks in gear.
Enters required information into Electronic log / Log Book.
Ensures proper delivery location, performs SPSA Exits cab using 3
point stance, puts on PPE.
Puts out 3-5 cones to barricade unloading area (25ft. safety zone)
Makes sure all tanks are labeled (Tags, Label collars, ID Markers) (Not
By Colors) Look at all fills regardless of products on board.
Opens fill box covers/caps as needed and gauges each tank, replaces
caps / Covers after gauging if not dropping fuel in it.
Records stick readings (Requires Before and After Readings)
Checks quantities on bill of lading and compares to product label tags
on transport as well as storage tank(s)
Checks tank charts to verify load will fit (90%) 10% outage.
Removes a vapor hose from hose tray/tube, connects hose end to
transport, then attaches fitting to tank vapor adapter.
Removes and hooks up other vapor hose the same way (both vapor
hoses must be in place before any product is discharged)
PROCEDURE BREAKDOWN
* UN - LOADING

19. Facilitate Un – Loading Procedures. (Continued)
Removes delivery hose from tray/tube, removes fill cap, attaches
fitting to fill pipe adapter and locks fitting handle.
Compares the product tag on the storage tank to the product label on
the transport.
Removes the cover from the compartment to be unloaded and
connects the hose to it.
Double checks the product ID labels.
Opens internal valves.
Slowly opens discharge valve half way and checks for leaks then fully
opens discharge valve and checks again for leaks.
Follows steps 14-20 for hooking up and starting flow with second
delivery hose.
When changing compartments, verifies it is empty by looking
through sight glass, drains hose and closed discharge valve.
Unlocks fitting and moves hose using correct body positioning
Follow steps 15-17 and 19-20 to restart product flow
Stays at the unloading controls and watches over entire process
PROCEDURE BREAKDOWN
* UN - LOADING

20. Facilitate Un – Loading Procedures. (Continued)
Verifies compartment is empty by looking through sight glass
Walks delivery hose empty while still connected
Closes discharge valve, disconnects delivery hose from transport, replaces cap
and walks hose empty.
Unlocks fitting handle, returns delivery hose to hose tray/tube using proper
lifting techniques.
Replaces storage tank cap.
Follows steps 26-30 for the other hose’s.
Closes internal valves.
Walks, vapor hose empty, removes fitting from storage tank vapor adapter, then
disconnects from transport.
Returns to the hose tray/tube and uses all straps to secure hoses.
Follow same procedure for second VR hose.
Gauge all tanks and record readings on drivers copy of BOL.
Securely caps and covers all vapor and fill boxes.
Looks at air pressure gauge, opens all internals, looks at site glass on all
compartments to insure there is no retains, closes internals.
Returns cones to holder on transport and checks the area to insure all hoses and
adaptors and other equipment is stowed and secured on transport and station.
Finish Paper work and checks out with station attendant prior to exiting station.
Return to transport enter cab using 3 point – stance, enter log info, stow
paperwork, exit station with slow caution and return to re-load, fuel and/or
Post – Trip and end the day.
PROCEDURE BREAKDOWN
* UN - LOADING

21. The careful and proper education of
Process and Procedure will insure the
integrity of the customers products and
their expectations for a safe and
productive Transport and delivery of
their product.
As a customer service, we have to take
Loss Prevention and Risk Management
seriously and do what ever we can to
deliver the best quality of service as
expected.
GEW – 04/06/2016
LOSS PREVENTION & RISK
MANAGEMENT