There are three ways to arrange machinery operation training: ① On-site training (manufacturer engineers visit the buyer’s facility: training operators/maintenance staff concurrently with installation and commissioning; lasts about 3 days; covers operation, safety, and maintenance); ② In-house training (buyer sends personnel to the manufacturer’s facility: lasts about 1 week; includes systematic courses, assessment, and certification); ③ Remote training (video tutorials + online guidance; suitable for small equipment or refresher training)—training is the prerequisite for knowing how to use the equipment correctly (improper operation is the primary cause of malfunctions).
I.
On-site Training (At the Buyer’s Facility)
Timing: Conducted concurrently with installation and commissioning (completed before acceptance); Content: Operating procedures, safety protocols, daily startup/shutdown, material handling, quality inspection points, and routine maintenance (e-shion curriculum); Duration: Approximately 3 days (Komatsu standard is 3 days of on-site training); Participants: Operators and maintenance staff—on-site training offers the most practical experience (learning while installing; ready to operate as soon as the machine is set up).
II.
In-house Training (At the Manufacturer’s Facility)
Timing: Personnel sent to the manufacturer before purchasing or before acceptance; Content: Systematic courses (operation, maintenance, servicing, parameters) plus hands-on practice; Duration: Approximately 1 week (standard training period is one week); Assessment: Certification issued upon passing (proof of operational qualification); Cost: Often included in the contract price (travel expenses billed separately)—in-house training is suitable for complex or customized equipment (trainees master the system and then return to their facility to train others).
III. Remote Training
Method: Video tutorials + operation manuals + online guidance via WhatsApp/WeChat; Applicability: Small standard equipment, staff refresher training, supplementary training for new hires; Cost: Primarily free; Upgrade: AR-based remote guidance (offered by some high-end manufacturers)—remote training serves as a supplement to on-site/factory-based training (manuals and videos available for reference at any time).
IV.
Training Content Checklist
Operation: Power-on/off procedures, parameter settings, material handling; Safety: Safety protocols, emergency stop, protective devices; Maintenance: Daily inspections, 250–500 hour maintenance cycles, lubrication; Troubleshooting: Handling common alarms, fault reporting procedures; Records: Training attendance logs + assessment records—standardized training content (four modules: operation, safety, maintenance, and troubleshooting; to be completed prior to acceptance).
V.
Notes for Overseas Buyers
First, include training in the contract (specify on-site/factory/remote modes, number of trainees, and duration); second, conduct training before acceptance (sign-off only after operators are proficient); third, archive assessments (operator qualifications + handover records); fourth, retain video records (record training sessions for future refresher training);
fifth, arrange post-sales follow-up training (remote supplementary training available for new staff)—three training modes (3 days on-site / 1 week at factory / free remote training) covering four modules (operation, safety, maintenance, troubleshooting), with completion prior to acceptance stipulated in the contract.
