| 1 | Match the machine to the excavation size | Compare required digging depth, reach, bucket capacity, lift capacity, and available working space with the equipment specifications. | Choose a machine whose rated operating capacity exceeds the planned load and whose maximum digging depth exceeds the required depth with a safe working margin. | Correct sizing improves productivity, reduces overload risk, and prevents damage caused by using undersized equipment. | High |
| 2 | Check stability and ground conditions | Assess soil type, slope, bearing capacity, water conditions, access routes, and the need for tracks, outriggers, or ground-protection mats. | Keep the equipment on firm, level ground whenever possible and follow the manufacturer’s rated operating limits for slopes and lifting. | Ground failure and loss of stability are major causes of equipment rollovers and dropped loads. | High |
| 3 | Verify essential safety features | Inspect rollover protective structures, falling-object protection, seat belts, emergency stops, guards, alarms, mirrors, cameras, and warning lights. | All installed safety devices should be present, functional, and suitable for the work environment before operation. | Safety systems help protect operators and nearby workers from rollovers, falling objects, unexpected movement, and restricted visibility. | High |
| 4 | Evaluate visibility and work-zone awareness | Review the operator’s sightlines, rear visibility, camera coverage, lighting, proximity alarms, and the need for a trained spotter. | Use a documented traffic-control and exclusion-zone plan where pedestrians, vehicles, or underground services are nearby. | Improved visibility reduces struck-by and caught-between hazards around the machine. | High |
| 5 | Confirm attachment compatibility | Check hydraulic flow, pressure, coupler type, attachment weight, pin dimensions, control functions, and the machine’s rated capacity. | Attachments must be approved for the specific carrier and operated within its hydraulic and lifting limits. | Incompatible attachments can cause unstable loads, hydraulic failures, structural damage, or loss of control. | High |
| 6 | Review fuel efficiency and emissions requirements | Compare engine power, expected fuel consumption, idle-control features, exhaust-treatment requirements, noise output, and local emissions rules. | For indoor, urban, or enclosed work, verify ventilation requirements and select equipment that complies with applicable emissions regulations. | Fuel use and emissions affect operating cost, environmental compliance, and suitability for restricted work areas. | Medium |
| 7 | Assess maintenance access and support | Check service access, daily inspection points, parts availability, technician coverage, service intervals, and emergency repair response. | Prefer equipment with clearly documented inspection schedules and easy access to filters, fluids, grease points, and key service components. | Good maintenance support reduces downtime and helps keep safety-critical systems working correctly. | High |
| 8 | Inspect the used-equipment condition | Examine the undercarriage, tracks or tires, boom, arm, bucket, pins, bushings, hydraulic cylinders, hoses, leaks, and hour meter. | Compare visible wear and operating hours with the maintenance records; investigate excessive play, cracks, abnormal noise, or fluid leakage. | A thorough condition assessment identifies hidden repair costs and potential reliability or safety problems. | High |
| 9 | Verify operator training and competency | Confirm that operators understand the controls, operating limits, load charts, attachment procedures, pre-start inspections, and site rules. | Provide equipment-specific instruction, supervised practical evaluation, and refresher training when conditions, attachments, or controls change. | Training reduces operating errors and supports compliance with workplace safety requirements. | High |
| 10 | Calculate total cost of ownership | Include purchase or rental cost, fuel or electricity, scheduled maintenance, repairs, attachments, transport, insurance, storage, and operator time. | Compare the estimated cost over the complete project or planned service life rather than evaluating the initial price alone. | The lowest purchase price may result in higher downtime, maintenance expense, and project costs. | Medium |