ISO 20297-2:2023

FINAL
INTERNATIONAL ISO/FDIS
DRAFT
STANDARD 20297-2
ISO/TC 110/SC 4
Industrial trucks — Lorry-mounted
Secretariat: AFNOR
trucks —
Voting begins on:
2023-02-24
Part 2:
Voting terminates on:
Safe use requirements
2023-04-21
Chariots de manutention — Chariots embarqués sur porteur
routier —
Partie 2: Exigences pour l'utilisation en toute sécurité
RECIPIENTS OF THIS DRAFT ARE INVITED TO
SUBMIT, WITH THEIR COMMENTS, NOTIFICATION
OF ANY RELEVANT PATENT RIGHTS OF WHICH
THEY ARE AWARE AND TO PROVIDE SUPPOR TING
DOCUMENTATION.
IN ADDITION TO THEIR EVALUATION AS
Reference number
BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO-
ISO/FDIS 20297-2:2023(E)
LOGICAL, COMMERCIAL AND USER PURPOSES,
DRAFT INTERNATIONAL STANDARDS MAY ON
OCCASION HAVE TO BE CONSIDERED IN THE
LIGHT OF THEIR POTENTIAL TO BECOME STAN-
DARDS TO WHICH REFERENCE MAY BE MADE IN
NATIONAL REGULATIONS. © ISO 2023

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ISO/FDIS 20297-2:2023(E)
FINAL
INTERNATIONAL ISO/FDIS
DRAFT
STANDARD 20297-2
ISO/TC 110/SC 4
Industrial trucks — Lorry-mounted
Secretariat: AFNOR
trucks —
Voting begins on:
Part 2:
Voting terminates on:
Safe use requirements
Chariots de manutention — Chariots embarqués sur porteur
routier —
Partie 2: Exigences pour l'utilisation en toute sécurité
COPYRIGHT PROTECTED DOCUMENT
© ISO 2023
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting on
the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below
or ISO’s member body in the country of the requester.
RECIPIENTS OF THIS DRAFT ARE INVITED TO
ISO copyright office
SUBMIT, WITH THEIR COMMENTS, NOTIFICATION
OF ANY RELEVANT PATENT RIGHTS OF WHICH
CP 401 • Ch. de Blandonnet 8
THEY ARE AWARE AND TO PROVIDE SUPPOR TING
CH-1214 Vernier, Geneva
DOCUMENTATION.
Phone: +41 22 749 01 11
IN ADDITION TO THEIR EVALUATION AS
Reference number
Email: copyright@iso.org
BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO-
ISO/FDIS 20297-2:2023(E)
Website: www.iso.org
LOGICAL, COMMERCIAL AND USER PURPOSES,
DRAFT INTERNATIONAL STANDARDS MAY ON
Published in Switzerland
OCCASION HAVE TO BE CONSIDERED IN THE
LIGHT OF THEIR POTENTIAL TO BECOME STAN-
DARDS TO WHICH REFERENCE MAY BE MADE IN
ii
  © ISO 2023 – All rights reserved
NATIONAL REGULATIONS. © ISO 2023

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ISO/FDIS 20297-2:2023(E)
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
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ISO/FDIS 20297-2:2023(E)
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).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to
the World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see
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.
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ISO/FDIS 20297-2:2023(E)
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.
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FINAL DRAFT INTERNATIONAL STANDARD ISO/FDIS 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]
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ISO/FDIS 20297-2:2023(E)
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.]
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ISO/FDIS 20297-2:2023(E)
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 the fitting of a suitable
mounting kit (3.15)
[SOURCE: ISO 20297-1:2017, 3.15]
3.15
mounting kit
structure designed to fit a lorry-mounted truck (3.10) to a carrier vehicle (3.14)
[SOURCE: ISO 20297-1:2017, 3.16]
3.16
rated capacity
maximum load that an attachment is permitted by its manufacturer to handle in normal operation (3.8)
under specified conditions
[SOURCE: ISO 20297-1:2017, 3.3, modified — Domain "" and Note 1 to entry have been
removed.]
3.17
actual capacity
maximum load at a specified load centre distance, established by the manufacturer based on component
strength and truck stability (3.9), that the truck can carry, lift and stack to a specified lift height and
reach, in normal operation (3.8)
[SOURCE: ISO 20297-1:2017, 3.4, modified — Notes to entry have been removed.]
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ISO/FDIS 20297-2:2023(E)
4 General requirements
4.1 Principles
4.1.1 This document shall be supplemented by good management practices, safety controls and the
application of sound principles of safety, training, inspection, maintenance, application selection and
operation. All data available regarding the parameters of intended use and the expected environment
shall be considered. Those with direct control over the application and operation of the truck shall be
responsible for ensuring good safety practices.
NOTE Different operating conditions can require additional safety precautions, training and special safe
operating procedures.
4.1.2 The operation of any truck is subject to certain hazards that can be protected against only by
the exercise of care and common sense. It is essential to have competent persons trained in the intended
use, safe operation, maintenance and service of the truck and any attachment(s).
4.1.3 The user shall ensure that the operator understands that safe operation of the truck is also the
operator’s responsibility.
4.1.4 The user shall take reasonable measures to ensure that the operator's mental or physical
condition will not impair their ability to operate the truck.
4.1.5 In addition to specific training, application selection and operation of the truck, the user shall
take the following characteristics for trucks into consideration:
— these trucks are primarily designed for handling supported loads on forks;
— other attachments can be fitted.
4.1.6 The user shall take reasonable measures (for example, spot checks) to ensure that the safe use
requirements are being applied during operation.
4.2 Operator's manual(s)
4.2.1 The user shall ensure that the operator's manual(s) and any additional safety manuals provided
by the manufacturer of the truck and mounting kit manufacturer (if available), are always available to
the operator and maintenance personnel.
4.2.2 The user, the operator, or both shall refer to the responsible entity if doubt arises on either the
use of the truck or the interpretation of the operator’s manual.
4.3 Modifications or alterations
4.3.1 Except as provided for below, no modifications or alterations to a truck that can affect its actual
capacity, stability or safe operation shall be made without the prior written approval of the original
truck manufacturer or its successor.
4.3.2 If the truck manufacturer is no longer in business and there is no successor, modifications or
alterations to the truck shall be carried out by a competent person under the following conditions:
a) the design, testing and implementation of the modification or alteration is made in accordance with
ISO 20297-1:2017;
b) a permanent record is kept of the design, tests and implementation of the modification or alteration;
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ISO/FDIS 20297-2:2023(E)
c) appropriate changes are made to the information plate(s), documents, certificates, labels, tags and
operator’s manual(s);
d) a permanent and readily visible label is affixed to the truck stating the manner in which the truck
has been modified or altered, together with the date of the modification or alteration, and the
name of the person or organization responsible for the design, testing and implementation of the
modifications.
4.3.3 Upon completion of any approved modification or alteration and prior to truck operation, the
user shall ensure that the appropriate changes have been made to information plate(s), documents,
certificates, labels, tags and operator's manual(s) and any training, if required.
4.4 Manufacturer's bulletins
The user shall conform to the applicable bulletins as directed by the responsible entity.
4.5 Operator qualifications and training
4.5.1 Users shall only allow competent and authorized persons to operate a truck and are responsible
for ensuring that the operator has been trained in accordance with ISO 23676.
4.5.2 The user shall ensure that the operator has read and is familiar with the operator’s manual(s)
and any other safety information provided by the manufacturer and user on the particular truck being
operated, the application and environment in which the truck is to be used, and any attachments used.
4.5.3 The user shall ensure that the operator is familiar with worksite rules and layout, working
conditions, handling of loads found at the workplace and local emergency procedures.
4.6 Inspection and maintenance
4.6.1 General
4.6.1.1 The inspection and maintenance of trucks shall be performed in accordance with the
manufacturer's and user’s recommendations. This includes:
a) a planned system for scheduled inspection, lubrication, maintenance and adjustment;
b) verification that only competent and authorized persons are permitted to maintain, repair, rebuild,
adjust, and inspect trucks, in accordance with the manufacturer’s recommendations.
4.6.1.2 The user shall ensure that inspections and maintenance operations are conducted in an
authorized area where safe clearances exist.
4.6.1.3 The user shall ensure that appropriate personal protective equipment is available for use by
the authorized person.
4.6.2 Preparation for inspection or repair
In preparation for, and prior to, starting inspection or repair of a truck the authorized person shall:
— park the truck on a firm level surface;
— set the direction control in neutral, apply the parking brake, switch off the engine or power system
and remove the device (for example, key, key pad, magnetic card) that prevents starting without use
of such device;
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ISO/FDIS 20297-2:2023(E)
— apply means to ensure the truck remains stationary (for example, wheel chocks, setting of park
brake);
— implement manufacturer-approved methods/devices as outlined in the operator's manual(s) to
prevent unintentional movement of the truck/components before working on or around it;
— eliminate the possibility of unintentional fluid escape before any part of that system is disconnected;
— disconnect the battery before working on the electrical system, as directed by the manufacturer;
— eliminate the possibility of unintentional stored energy release, (for example, from the accumulator
or hydraulic system).
4.6.3 Performance checks
4.6.3.1 Prior to conducting the performance checks, the user shall ensure that the operator has
performed the pre-operation inspection as per the manufacturer’s instructions and that a record has
been kept of the check.
4.6.3.2 The user shall ensure that performance checks are conducted in an authorized area where
safe clearances exist.
4.6.3.3 Before starting the performance check, the operator shall:
a) check that no persons are placed at risk;
b) be in the normal operating position using the operator restraint (for example, seat belt);
c) apply service and parking brakes;
d) disengage the clutch, if the truck is so equipped;
e) place directional control(s) in neutral; and
f) start the engine or power system.
4.6.3.4 The operator shall check that all control systems (for example, load-handling means, steering,
brakes) and safety devices are functioning in accordance with the manufacturer's instructions.
4.6.3.5 Before exiting the truck, the operator shall:
a) stop the truck;
b) fully lower the load-handling means and place the fork tips on the ground to minimize the potential
for tripping;
c) place directional control(s) in neutral;
d) apply the parking brake;
e) shut down the engine or power system; and
f) remove the device necessary for starting the truck (for example, key, key pad, magnetic card).
4.6.4 Inspection and maintenance precautions
The user shall ensure that the following precautions are taken when inspection and maintenance is
performed.
— Fire hazards shall be avoided, and fire protection equipment shall be present in the work area.
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ISO/FDIS 20297-2:2023(E)
— An open flame shall not be used to check fluid levels or for leakage of fuel, battery electrolyte or
other flammable liquids.
— Open containers of fuel or flammable cleaning fluids for cleaning parts shall not be used.
— The work area shall be properly ventilated, including engine exhaust fumes.
— The work area shall be kept clean and dry.
— Repairs or adjustments (for example, welding of structures) shall not be made unless specifically
authorized to do so in accordance with 4.3.
— When refuelling, smoking in the area shall not be permitted, the engine shall be stopped, and the
operator shall not be in the truck.
— Spillage of oil or fuel shall be cleaned up appropriately.
— Oil and fuel tank caps shall be replaced before restarting the engine.
— Other potential hazards associated with the inspection and maintenance of the truck not addressed
in this document or the operator's manual shall be avoided.
— The user shall be aware of national and local environmental regulations for managing waste oils,
filters or any other source of environmental pollution.
— Appropriate personal protective equipment shall be worn.
4.6.5 Inspection and maintenance requirements
The user shall ensure that:
a) brakes, steering mechanisms, control mechanisms, warning devices, guards and safety devices,
lift and tilt mechanisms, axle stops, stabilizers and frame members are carefully inspected and
maintained in a safe operating condition;
b) if the truck and components are designed and approved for hazardous area operation, that they
receive special attention from a competent person so that the maintenance performed achieves the
original, approved safe operating conditions;
c) fuel systems are inspected for leaks, damage and deterioration;
d) hydraulic systems are inspected and maintained in conformance with the manufacturer's
recommendations, and that hydraulic cylinders, valves and other hydraulic system components
are checked to ensure that creep or leakage has not developed to the extent that it would create a
hazard or exceed the values defined in ISO 20297-1:2017, 4.12.3;
e) all lighting devices, including the connection to the vehicle carrier, are operating properly;
f) truck safety, load charts, operation and maintenance information plates, tags and labels are
maintained in a legible condition;
g) the truck is kept in a clean condition to minimize fire hazards and facilitate detection of loose or
damaged parts;
h) replacement parts, including tyres, are approved by the truck manufacturer;
i) if any repairs that could affect the safe use of the truck are necessary, action is taken to prevent the
use of the truck until repairs have been completed;
j) industry safety practices are followed when fitting or removing tyres from rims, pneumatic tyres
are completely deflated prior to their removal from rims and a safety cage or restraining device is
used while inflating tyres;
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ISO/FDIS 20297-2:2023(E)
k) approved load-handling attachments are inspected, repaired or replaced in accordance with
manufacturer's instructions;
l) forks are inspected, repaired or replaced in accordance with ISO 5057;
m) all fluids (for example, mechanism lubricant, hydraulic oils, brake fluid) have been checked and are
at appropriate levels; and
n) records, including the name of the person responsible and date of the periodical inspection, and
maintenance are kept.
NOTE Local regulations can also apply.
4.7 Hazardous environments
4.7.1 The user shall ensure that the truck selected is appropriate for the environment in which it is
intended to be used.
4.7.2 To operate in the proximity of overhead electric lines, the user shall inform the operator about
the minimum safe distance and all the necessary precautions to be taken.
NOTE Specific national or local regulations can apply for operation in potentially explosive atmospheres or
underground.
4.8 Refuelling
4.8.1 When refuelling, the operator shall follow the instructions provided by the manufacturer in the
operator’s manual.
4.8.2 Trucks shall be refuelled in an area specified by the user. This area shall be ventilated to
minimize the accumulation of flammable gases.
4.8.3 Care shall be taken to ensure that no fuel is spilled.
4.8.4 The engine shall not be restarted until the fuel-filling equipment has been removed from the
truck, the filler cap has been replaced on the tank and any spilled fuel
...

Style Definition
ISO/TC 110/SC 4
...
Date:  2022-12-16
ISO/FDIS 20297-2:2022(E)
ISO/TC 110/SC 4/WG 2
ISO/TC 110/SC 4
Date: 2023-02
ISO/FDIS 20297-2:20232(E)
ISO/TC 110/SC 4/WG 2
Formatted: Font: 13 pt, Bold, Font color: Black
Secretariat:  AFNOR AFNOR
Formatted: Font: Bold, Font color: Black
Industrial trucks — Lorry-mounted trucks — Part 2: Safe use
Formatted: Space After: 11 pt
requirements
Chariots de manutention — Chariots embarqués sur porteur routier — Partie 2: Exigences pour l'utilisation
en toute sécurité
Document type:
Document subtype:
Document stage:
Document language:

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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
Document type:
Document subtype:
Document stage:
Document language:

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ISO/FDIS 20297-2:2022(E)ISO/FDIS 20297-2:2023(E)
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iviv © ISO 2022 – All rights reserved© ISO 2023 – All rights
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ISO/FDIS 20297-2:2022(E)ISO/FDIS 20297-2:2023(E)
Formatted: Font: 15 pt
Contents Page
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text, Don't adjust space between Asian text and numbers,
Foreword . iv
Tab stops: 0.71 cm, Left
Introduction . iv
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 .5
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 .6
4.6.3 Performance checks .6
4.6.4 Inspection and maintenance precautions .7
4.6.5 Inspection and maintenance requirements .8
4.7 Hazardous environments .8
4.8 Refuelling .9
4.9 Elevating personnel (use of personnel work platforms) .9
5 Operating safety rules and precautions .9
5.1 Operator's responsibility for safety .9
5.2 Visual inspection and functional tests .9
5.3 General operating instructions . 11
5.3.1 When dismounting the truck from the carrier vehicle . 11
5.3.2 When operating the truck once it has been dismounted . 11
5.4 Travelling . 13
5.5 Picking and placing loads . 14
5.6 Using attachments . 15
5.7 Transporting the truck on a carrier vehicle . 15
Bibliography . 17

Foreword . vii
Introduction . viii
1 Scope .2
2 Normative references .2
3 Terms and definitions .2
4 General requirements .5
Formatted: Space Before: 18 pt, After: 0 pt, Line spacing:
4.1 Principles .5
Exactly 12 pt
4.2 Operator's manual(s) .5
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4.3 Modifications or alterations .6
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4.4 Manufacturer's bulletins .6
0 pt, Line spacing: Exactly 12 pt
4.5 Operator qualifications and training.6
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4.6 Inspection and maintenance .6
Kingdom)
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ISO/FDIS 20297-2:2022(E)ISO/FDIS 20297-2:2023(E)
4.6.1 General . 6
4.6.2 Preparation for inspection or repair . 7
4.6.3 Performance checks . 7
4.6.4 Inspection and maintenance precautions . 8
4.6.5 Inspection and maintenance requirements . 8
4.7 Hazardous environments . 9
4.8 Refuelling . 10
4.9 Elevating personnel (use of personnel work platforms) . 10
5 Operating safety rules and precautions . 10
5.1 Operator's responsibility for safety . 10
5.2 Visual inspection and functional tests . 10
5.3 General operating instructions . 11
5.3.1 When dismounting the truck from the carrier vehicle. 11
5.3.2 When operating the truck once it has been dismounted . 12
5.4 Travelling . 13
5.5 Picking and placing loads . 14
5.6 Using attachments . 16
5.7 Transporting the truck on a carrier vehicle . 16
Bibliography . 17
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ISO/FDIS 20297-2:2022(E)ISO/FDIS 20297-2:2023(E)
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Foreword
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text and numbers
ISO (the International Organization for Standardization) is a worldwide federation of national standards
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bodies (ISO member bodies). The work of preparing International Standards is normally carried out
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through ISO technical committees. Each member body interested in a subject for which a technical
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committee has been established has the right to be represented on that committee. International
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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 Formatted: English (United States)
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/directiveswww.iso.org/directives). Formatted: English (United States)
Formatted: English (United States)
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/patentswww.iso.org/patents). Formatted: English (United States)
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
Formatted: English (United States)
For an explanation onof the voluntary nature of standards, the meaning of ISO specific terms and Formatted: English (United States)
expressions related to conformity assessment, as well as information about ISO's adherence to the World
Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT)), see the following URL: Formatted: English (United States)
www.iso.org/iso/foreword.html.
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Formatted: Hyperlink, English (United States)
This document was prepared by Technical Committee ISO/TC 110, Industrial trucks, Subcommittee SC 4,
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Rough-terrain trucks.
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A list of all parts in the ISO 20297 series can be found on the ISO website. Latin and Asian text, Don't adjust space between Asian
text and numbers, Position: Horizontal: Left, Relative to:
Column, Vertical: In line, Relative to: Margin, Wrap
Any feedback or questions on this document should be directed to the user’s national standards body. A
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complete listing of these bodies can be found at www.iso.org/members.html.
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Field Code Changed
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Kingdom)
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ISO/FDIS 20297-2:2022(E)ISO/FDIS 20297-2:2023(E)
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Introduction
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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.
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FINAL DRAFT INTERNATIONAL STANDARDFINAL ISO/FDIS 20297-2:2022(E)ISO/FDIS 20297-
DRAFT INTERNATIONAL STANDARD 2:2023(E)
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Industrial trucks — Lorry-mounted trucks — Part 2: Safe use
requirements
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ISO/FDIS 20297-2:2023(E)
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Formatted: German (Germany)
Industrial trucks — Lorry-mounted trucks — Part 2: Safe use
requirements
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text, Don't adjust space between Asian text and numbers
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...
1 Scope
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...
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This document specifies requirements for the application, inspection, training, maintenance, repair and
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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 Formatted
...
mounted for transport on a carrier vehicle.
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This document is intended to achieve the following: Formatted: std_docTitle, Font: Not Italic
Formatted: std_publisher
— the prevention of personal injuries, property damage and accidents;
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— the establishment of criteria for inspection, maintenance and operation;
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— the establishment of operator training requirements.
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NOTE National or local requirements can apply.
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2 Normative references
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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
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undated references, the latest edition of the referenced document (including any amendments) applies.
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ISO 5057, Industrial trucks — Inspection and repair of fork arms in service on fork-lift trucks
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ISO 20297-1:2017, Industrial trucks — Lorry-mounted trucks — Part 1: Safety requirements and
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...
verification
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ISO 23676, Rough-terrain trucks — Operator training — Content and methods
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3 Terms and definitions
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For the purposes of this document, the following terms and definitions apply.
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ISO and IEC maintain terminologicalterminology databases for use in standardization at the following
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addresses:
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...
— ISO Online browsing platform: available at https://www.iso.org/obp
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...
— IEC Electropedia: available at https://www.electropedia.org/
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⎯ ISO Online browsing platform: available at https://www.iso.org/obp
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3.1 Formatted: std_year
authorized person
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person approved or assigned to perform a specific task or tasks at a specific location or locations at a
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...
worksite
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[SOURCE: ISO 11525-1:2020, 3.1] Formatted
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3.2
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ISO/FDIS 20297-2:2023(E)
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user
person or entity responsible for assigning an operator (3.3) to operate a truck and specifying the tasks to Formatted: cite_sec
be performed
[SOURCE: ISO 11525-1:2020, 3.2] Formatted
...
3.3
operator
person who controls the operation (3.8) of the truck Formatted: cite_sec
[SOURCE: ISO 11525-1:2020, 3.3] Formatted
...
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]
Formatted
...
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] Formatted
...
3.6
maintenance
act of upkeep, including inspection, lubrication, cleaning, adjustment, and scheduled parts replacement
[SOURCE: ISO 11525-1:2020, 3.6] Formatted
...
3.7
modification
change to the truck that affects its operation (3.8), stability (3.9), actual capacity (3.1517) or safety
Formatted
...
[SOURCE: ISO 11525-1:2020, 3.7, modified to add — The term "capacity" has been replaced by "actual
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...
capacity (3.15).]".]
3.8
operation
performance of functions of a truck within the scope of its specifications and in accordance with the
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...
manufacturer’s instructions and work rules
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text, Don't adjust space between Asian text and numbers,
[SOURCE: ISO 11525-1:2020, 3.8]
Tab stops: 0.7 cm, Left + 1.4 cm, Left + 2.1 cm, Left + 2.8
cm, Left + 3.5 cm, Left + 4.2 cm, Left + 4.9 cm, Left + 5.6
3.9
cm, Left + 6.3 cm, Left + 7 cm, Left
stability
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ability of the truck to withstand conditions that would cause it to overturn
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Note 1 to entry: Conditions that can affect stability include ground and floor conditions, gradient, speed, and
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loading (trucks equipped with attachments behave as partially loaded trucks even when operated without a load
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on the attachment), dynamic and static forces, and incorrect tyre inflation and incorrect tyre type.
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Kingdom)
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ISO/FDIS 20297-2:2023(E)
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Formatted: German (Germany)
[SOURCE: ISO 11525-1:2020, 3.9, modified note of entry with addition of "— "and incorrect tyre type"]" Formatted: Source, Don't adjust space between Latin and
Asian text, Don't adjust space between Asian text and
has been added to the end of Note 1 to entry.]
numbers
3.10 Formatted
...
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
Formatted: Font: Italic
(3.14) using its load-lifting means
[SOURCE: ISO 20297-1:2017, 3.1, modified to change — The term "vehicle to " has been replaced by Formatted
...
"truck]" and Note 1 to entry has been removed.]
3.10.111
industrial lorry-mounted truck
lorry-mounted truck (3.10) designed for operation (3.8) under normal operating conditions on Formatted
...
substantially firm, smooth, level, prepared and consolidated surfaces
[SOURCE: ISO 20297-1:2017, 3.1.1], modified — Note 1 to entry has been removed.] Formatted
...
3.10.212
rough-terrain lorry-mounted truck
lorry-mounted truck (3.10) designed for operation (3.8) under normal operating conditions on
Formatted
...
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.] Formatted
...
3.1113
normal operating position
position specified by the manufacturer in which the operator (3.3) is able to control the truck operations,
Formatted
...
(3.8), including load-handling functions
[SOURCE: ISO 20297-1:2017, 3.13] Formatted
...
3.1214
carrier vehicle
lorry or trailer that is suitable for transporting a lorry-mounted truck (3.10) by the fitting of a suitable Formatted
...
mounting kit (3.1315)
[SOURCE: ISO 20297-1:2017, 3.15]
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...
3.1315
mounting kit
structure designed to fit a lorry-mounted truck (3.10) to a carrier vehicle (3.14) Formatted
...
[SOURCE: ISO 20297-1:2017, 3.16] Formatted
...
3.1416 Formatted: Font: Italic
rated capacity
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...
maximum load that an attachment is permitted by its manufacturer to handle in normal operation (3.8)
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under specified conditions
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Exactly 12 pt
[SOURCE: ISO 20297-1:2017, 3.3, modified to remove clause references— Domain "" and
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NotesNote 1 to entry have been removed.]
0 pt, Line spacing: Exactly 12 pt
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ISO/FDIS 20297-2:2023(E)
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3.1517
actual capacity
maximum load at a specified load centre distance, established by the manufacturer based on component
strength and truck stability, (3.9), that the truck can carry, lift and stack to a specified lift height and reach,
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in normal operation (3.8)
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[SOURCE: ISO 20297-1:2017, 3.4, modified to remove clause references and— Notes to entry have been Formatted: std_publisher
removed.]
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4 General requirements
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4.1 Principles Formatted: std_section
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4.1.1 This document shall be supplemented by good management practices, safety controls and the
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Tab stops: 0.71 cm, Left
application of sound principles of safety, training, inspection, maintenance, application selection and
operation. All data available regarding the parameters of intended use and the expected environment
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Asian text, Don't adjust space between Asian text and
shall be considered. Those with direct control over the application and operation of the truck shall be
numbers, Tab stops: 0.7 cm, Left + 1.4 cm, Left + 2.1 cm,
responsible for ensuring good safety practices.
Left + 2.8 cm, Left + 3.5 cm, Left + 4.2 cm, Left + 4.9 cm,
Left + 5.6 cm, Left + 6.3 cm, Left + 7 cm, Left + Not at
NOTE Different operating conditions can require additional safety precautions, training and special safe
1.11 cm
operating procedures.
4.1.2 The operation of any truck is subject to certain hazards that can be protected against only by the
exercise of care and common sense. It is essential to have competent persons trained in the intended use,
safe operation, maintenance and service of the truck and any attachment(s).
4.1.3 The user shall ensure that the operator understands that safe operation of the truck is also the
operator’s responsibility.
4.1.4 The user shall take reasonable measures to ensure that the operator's mental or physical
condition will not impair their ability to operate the
...