Knowella

Rigging and Slinging Training

The recurring failure isn't sling inspection, most riggers spot a frayed strand, it's the load angle calculation. As a sling moves off vertical, the tension in each leg rises fast, and a rigger who never has to show the working can pass a knowledge check on the concept while still misjudging it under an actual load, because the practical assessment can score a correct answer without ever seeing the number checked against a real angle.

KnowTrainTrainingTRN-04954 fields across 5 sectionsFull researchSee the form

Reviewed by Siddarth SinghCSPLast reviewed 16 August 2026

Basis
ASME B30.9, OSHA 1910.184
Workspace
KnowTrain
Form type
Training
Review trigger
Certification cycle expiry, role change or new joiner
Completed by
Certified trainer, practical evaluation on rigged loads

The short version

  • The sling angle calculation, not sling inspection, is the competency most likely to be under-tested, because a rigger can answer the theory question correctly while never demonstrating it against a real load and angle.
  • Authorisation is scoped to the sling types and equipment actually assessed; passing on synthetic webbing does not establish competency with chain or wire rope, which carry different inspection defects entirely.
  • OSHA 1910.184 sets inspection and rated-capacity duties for slings in the United States, while ASME B30.9 is the consensus standard both OSHA and most provincial Canadian regulation reference for sling selection, angle and rating practice.
  • A pass with development points still produces a live authorisation; the record only forces a hard stop on training gaps when Retraining Required is explicitly set to Yes.

What this is

What is rigging and slinging training?

What is rigging and slinging training?

It is the KnowTrain record delivered to anyone who rigs loads, covering sling selection, load angles, centre of gravity and inspection of lifting gear. It closes with a certified trainer's practical evaluation, not just a written test, because the standard's real risk sits in what a rigger does with an actual sling and load.

What does the sling angle actually change?

As the angle between a sling leg and vertical increases, the tension carried by that leg increases faster than the angle itself, so a modest-looking angle can push a leg well past its rated capacity even though the total load has not changed. This is the calculation the template treats as the core competency, not a side note.

What does authorisation mean on this record?

It is tied to rigging loads with the specific equipment and sling types assessed, not a general licence to rig anything. Restrictions Applied can narrow that scope further, and Matrix Updated is what carries the result into the wider competency matrix other records depend on.

Scope

When is a rigging and slinging training required?

This training authorises rigging loads with slings, not operating the crane or hoist that lifts them. Using it to sign off crane operation, or a different lifting method entirely, produces a record that does not hold up against what was actually assessed.

Use this template when

  • Someone is being authorised to rig loads for the first time
  • A certification cycle is due to expire and the rigger needs re-assessment
  • A rigger changes role or site and needs authorisation confirmed against the sling types and loads used there
  • You are running the Equipment and Task Training programme and this is the rigging step
  • A linked record, such as a lift plan or an incident review, needs a valid rigging authorisation to already exist

Do not use it for

  • Overhead Crane Training, which covers boom and lattice crane operation, load charts and signalling rather than sling selection and rigging
  • Aerial Work Platform Training, which covers operating scissor and boom lifts, not attaching loads to be lifted by something else
  • Machine Specific Operation Training, which covers a manufacturer's individual model quirks once a general lifting competency already exists
  • Mobile Plant Operator Observation, which is a field observation of ongoing practice rather than the initial authorisation record
  • Anything outside KnowTrain, which belongs in the workspace that owns that process

Compliance mapping

Which ASME B30.9 requirements does this satisfy?

OSHA 1910.184 sets United States requirements for sling inspection, rated capacity and safe operating practice, and ASME B30.9 is the consensus standard both regulators and manufacturers reference for sling selection and angle. The mapping below is to the section that actually produces the evidence.

ClauseRequirementWhere it lands
OSHA 1910.184(a)Sling selected to match the load's weight, shape and surface before rigging beginsTheory content
ASME B30.9Sling angle from vertical factored into leg tension before a lift is madeTheory content
OSHA 1910.184(c)Slings and other lifting gear inspected before each use, with defective gear removed from servicePractical assessment
OSHA 1910.184(d)Rated capacity of the sling assembly, at the angle used, not exceededPractical assessment
ASME B30.9Rigger identifies the load's centre of gravity before selecting attachment pointsPractical assessment
OSHA 1910.184(e)Sling-specific defect criteria applied correctly for the material actually in useKnowledge check
OSHA 1910.184(a)Only personnel trained and evaluated as competent are authorised to rig loadsOutcome

What it does not cover

  • Selects Correct Sling Type For The Load marked "Partly", which still allows Practical Result to record a Pass.
  • Assessed On Real Equipment marked "Simulator", which verifies knowledge of the calculation but not handling an actual sling under load.
  • Calculates Sling Angle Effect Correctly marked "No" alongside Overall Result "Pass with note", which authorises rigging work without the one calculation most likely to cause an overload.
  • Trainer Qualified marked "Subject expert, not trainer trained", which delivers technical content without meeting the certified-trainer basis the authorisation depends on.
  • Certificate Issued "Yes" with Valid Until left blank, which grants authorisation with no defined point to trigger requalification.

Global

Rigging and Slinging Training requirements by country

Rigging and slinging sits under distinct regimes in these three places, and the differences change what a compliant record actually has to show.

United States

OSHA 1910.184 and ASME B30.9

A federal inspection and rated-capacity regulation paired with the consensus standard it references for sling selection and rating detail.

An inspector can cite 1910.184 directly, but the practical detail of angle and material-specific inspection criteria mostly comes from ASME B30.9.

Canada

Provincial occupational health and safety regulation, referencing ASME B30.9

Most provinces do not hold a separate domestic sling standard, instead incorporating ASME B30 by reference into their OHS code.

The enforceable duty is provincial, but the technical content a trainer teaches to is the same ASME standard used across North America.

United Kingdom

LOLER 1998, the Lifting Operations and Lifting Equipment Regulations

Places a duty of periodic thorough examination on lifting accessories, separate from any training-based competency record.

A UK site needs both this training record and a separate, dated thorough examination of the sling itself; one does not substitute for the other.

How to complete it

How to complete a rigging and slinging training, step by step

None of these fields self-certify. Four judgement calls decide whether this record would survive scrutiny after an incident.

The sling angle calculation is the one place a trainer's sign-off is doing real engineering work

Calculates Sling Angle Effect Correctly should reflect the rigger showing the working against an actual angle and rated capacity table, not just stating the general principle that angle increases leg tension.

Centre of gravity estimation cannot be a guess dressed as a tick-box

Estimates Centre Of Gravity Correctly depends on the assessor choosing an asymmetric or awkward load for the practical; a symmetrical test load lets this field pass without the judgement it is meant to test ever being exercised.

Simulator-based assessment tells you less about defect recognition than real gear does

Assessed On Real Equipment scores a simulator above a fail but below a real assessment for good reason: identifying a worn stitch or a cracked hook link is a physical inspection skill a screen cannot reproduce.

A single Partly on defect identification should cap the authorisation, not just lower a score

Identifies Defects at Partly alongside an otherwise strong practical can still average into a Pass, which understates the risk of a rigger who occasionally misses the sling that should have been condemned.

What auditors find

Most common rigging and slinging training findings

These are the patterns that turn a completed record into a liability rather than evidence, drawn from how the fields on this template actually interact.

FindingClauseWhat fixes it
Calculates Sling Angle Effect Correctly is No but Practical Result is still Pass.ASME B30.9Treat a No on the angle calculation as an automatic Fail on Practical Result rather than something the trainer can average away.
Assessed On Real Equipment is Simulator with Authorisation Issued Yes and no restriction recorded.OSHA 1910.184(c)Cap the authorisation with a restriction in Restrictions Applied requiring a real-gear check-ride before unsupervised rigging.
Trainer Qualified is "Subject expert, not trainer trained" while Assessor Qualified Yes is treated as sufficient on its own.ASME B30.9Require both fields to independently confirm certified status before Authorisation Issued can be set to Yes.
Identifies Defects is Partly with Certificate Issued marked Yes.OSHA 1910.184(c)Block certificate issue whenever any defect-recognition field reads below Yes, and route to a documented follow-up instead.
Retraining Required is Yes but Retraining Detail is left blank.OSHA 1910.184(a)Require detail text whenever Retraining Required is Yes, so the next trainer knows exactly what to re-test.
Certificate Issued is Yes while Valid Until is left blank.ASME B30.9Block certificate issue in the workflow until Valid Until is populated against the certification cycle.

Case in point

Case in point: the angle that looked fine on paper

A rigger passed the knowledge check on sling angle with a correct written answer and passed the practical rigging a symmetrical test block at a shallow, low-tension angle. Weeks later the same rigger set slings on an offset load at a much steeper angle, the kind the practical never actually presented, and the leg tension on one side ran close to the sling's rated capacity without anyone recognising it in the moment.

The record that should have caught this was Areas For Improvement. A note reading "angle calculation confirmed verbally, not yet demonstrated on a steep or offset rig" would have flagged that the authorisation covered the concept but not the applied judgement the standard is actually built around, and would have forced a targeted follow-up before that rigger worked an awkward load alone.

The template

The template, field by field

The form exactly as it installs. Every field, option, score and conditional rule is editable, and the links to other templates come with it.

54fields
5 sections
Reference
TRN-049
Archetype
Training
Record ID
TRN-2026-000
Scoring
Theory and practical
Direction
High is good
Singleton
No
Basis
ASME B30.9, OSHA 1910.184
Links
Links Worker, Asset
Tags
Training, Lifting
Sections
5
Fields
54
Follow up fields
5
Repeating sections
0
Links out
6
Field typesOwn ID, generated on saveCase thread and parentPick list from a registryLinked to another templateFollow up, dashed outlineScored

Header

15 fields
Text

Training ID*

Generated on save

Auto sequence. Format TRN-2026-00000.

The record's own ID. Other templates point at this value.

Single Choice

Status*

Scored

Drives who this goes to next.

  • Planned2 pts
  • In progress2 pts
  • Complete3 pts
  • Deferred0 pts
  • Open0 pts
  • Closed3 pts
  • Overdue0 pts
Date & Time

Date and Time*

Users

Delivered By*

Pick List

Site*

From FDN-001 Site NameFilter: Status is Active
Text

Site ID*

Linked

Format SITE-000.

Links to FDN-001 Site ID

Pick List

Course

OptionalFrom FDN-007 Course NameFilter: Status is Active
Text

Course ID

OptionalLinked

Format CRS-000.

Links to FDN-007 Course ID

Single Choice

Delivery Method*

ClassroomOn the jobToolboxOnlineBlendedPractical demonstration
Numeric Answer

Duration Minutes*

Single Choice

Trainer Qualified*

Scored
  • Yes3 pts
  • Subject expert, not trainer trained1 pt
  • No0 pts
Pick List

Worker*

From FDN-003 Worker NameFilter: Site matches, Status is Active
Text

Person ID*

Linked

Format PER-0000.

Links to FDN-003 Person ID

Pick List

Equipment

OptionalFrom FDN-002 Asset NameFilter: Type is crane, hoist or lifting gear, Site matches
Text

Asset ID

OptionalLinked

Format AST-0000.

Links to FDN-002 Asset ID

Theory content

4 fields
Info

Sling Angle Multiplies Load

As sling angle from vertical increases, the load on each leg increases sharply — the calculation people get wrong.

Info

Centre Of Gravity Decides The Rig

How to estimate where a load's centre of gravity sits before choosing attachment points.

Info

Inspecting Lifting Gear

The defects that withdraw a sling, shackle or chain from service.

Info

Sling Selection For The Load

Matching sling type — chain, wire rope, synthetic webbing, round sling — to the load's weight, shape and surface.

Knowledge check

7 fields
Single Choice

What happens to the load on each sling leg as the sling angle from vertical increases*

Scored
  • Correct3 pts
  • Partly correct1 pt
  • Incorrect0 pts
Single Choice

How do you estimate where a load's centre of gravity sits before rigging it*

Scored
  • Correct3 pts
  • Partly correct1 pt
  • Incorrect0 pts
Single Choice

Name two defects that would withdraw a sling from service*

Scored
  • Correct3 pts
  • Partly correct1 pt
  • Incorrect0 pts
Single Choice

Which sling type is best suited to a load with sharp or abrasive edges*

Scored
  • Correct3 pts
  • Partly correct1 pt
  • Incorrect0 pts
Numeric Answer

Score Percent*

Scored
Numeric Answer

Pass Mark Percent*

Single Choice

Passed*

Scored
  • Yes3 pts
  • No0 pts

Practical assessment

11 fields
Users

Assessor*

Single Choice

Assessor Qualified*

Scored
  • Yes3 pts
  • No0 pts
Single Choice

Assessed On Real Equipment*

Scored
  • Yes3 pts
  • Simulator1 pt
  • No0 pts
Single Choice

Inspects Gear Before Use*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Identifies Defects*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Selects Correct Sling Type For The Load*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Estimates Centre Of Gravity Correctly*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Calculates Sling Angle Effect Correctly*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Attaches Correctly*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Practical Result*

Scored
  • Pass3 pts
  • Pass with development points2 pts
  • Fail0 pts
Text

Areas For Improvement

Optional

Outcome

17 fields
Single Choice

Overall Result*

Scored
  • Pass3 pts
  • Pass with note2 pts
  • Fail0 pts
Single Choice

Retraining Required*

Scored
  • No3 pts
  • Yes1 pt
Text

Retraining Detail

OptionalShows if Retraining Required equals Yes
Single Choice

Authorisation Issued*

Scored
  • Yes3 pts
  • Not applicable3 pts
  • No0 pts
Text

Authorisation ID

OptionalLinkedShows if Authorisation Issued equals Yes

Links to TRN-024 Authorisation ID

Text

Restrictions Applied

Optional
Single Choice

Matrix Updated*

Scored
  • Yes3 pts
  • No0 pts
Single Choice

Certificate Issued

OptionalScored
  • Yes3 pts
  • Not applicable3 pts
  • No0 pts
Date & Time

Valid Until*

Single Choice

Action Required*

Scored

Raise the action record, then enter its reference here.

  • No2 pts
  • Yes0 pts
Single Choice

Priority

OptionalScoredShows if Action Required equals Yes
  • High0 pts
  • Medium1 pt
  • Low3 pts
Text

CAPA ID

OptionalLinkedShows if Action Required equals Yes

Format CAPA-2026-00000.

Links to FDN-014 CAPA ID

Users

Action Owner

OptionalShows if Action Required equals Yes
Users

Trainer*

Signature

Signature*

Users

Worker*

Signature

Second Signature*

TRN-049 · record IDs look like TRN-2026-000 · Links Worker, Asset

Open in Knowella

Run it with agents

From a document you fill in to a programme that runs itself

The form captures a moment. Keeping the authorisation current, matching it to the sling types actually in use, and holding the evidence together across a crew is the work that actually slips.

KnowTrain

Holds the rigging and slinging training library against site and equipment registers, flags authorisations nearing their certification-cycle expiry, and keeps the evidence trail intact.

KnowSafe

Surfaces this authorisation against lift plans and incident records, so a dropped-load or near-miss review can check who was actually qualified to rig it.

KnowMaintain

Tracks the slings and lifting gear themselves, inspection status and items withdrawn from service, so a training record never authorises someone to rig with equipment that should not be in use.

Ella
Ella

Coordinates renewal reminders across the crew, rolls exceptions into one view, and holds every write for your approval before it touches a record.

This template lives in KnowTrain — training and credentials. Induction, competency, toolbox talks, refreshers and expiry tracking.

Meet KnowTrain→

Glossary

Rigging and Slinging Training definitions and key terms

Sling angle
The angle between a sling leg and vertical; as it increases, the tension carried by that leg rises faster than the angle itself, which is why a shallow-looking rig can still overload a leg.
Centre of gravity
The point a load balances around; attachment points chosen without accounting for it can tip or swing the load once it clears the ground.
Rated capacity
The maximum load a sling or lifting accessory is certified to carry in a given configuration, which falls as sling angle increases even though the physical load has not changed.
Below-the-hook
The general term for slings, shackles and other lifting accessories attached between a hoist hook and the load itself.
Synthetic webbing sling
A flat woven sling suited to loads with finished or sensitive surfaces, but more vulnerable to cuts and abrasion than chain or wire rope.

FAQ

Frequently asked questions about rigging and slinging training

Does passing on one sling type authorise a rigger on all sling types?+

No. Chain, wire rope and synthetic webbing carry different inspection defects and handling risks, so a practical run on one material does not establish competency with another, even though the record sits on a single form.

What triggers a new rigging and slinging training record?+

A new joiner needing initial authorisation, a certification cycle reaching its expiry, or a role or site change that puts someone in front of loads or sling types their current authorisation does not cover.

Can the knowledge check alone authorise someone to rig loads?+

No. Passed only closes the theory portion; Authorisation Issued and Certificate Issued depend on the practical assessment and outcome sections, which is where actual sling handling gets verified.

What happens if the assessor is not qualified?+

Assessor Qualified marked No should stop the record from producing a valid authorisation, since the evidence of competency is only as good as the person who judged it.

Why does the template separate sling selection from sling angle in the theory content?+

They are different failure modes: selecting the wrong sling type is usually visible immediately, while an angle misjudgement can look fine until the load is fully off the ground, which is why each gets its own knowledge check question.

Does a restriction on the authorisation still count as a pass?+

It can. Restrictions Applied lets a trainer issue authorisation with a defined limitation, such as one sling type or load range, rather than forcing a binary pass or fail when the gap is narrow and specific.

Keep going

Related templates and programmes

Siddarth Singh

Written and reviewed by

Siddarth Singh

Founder & Chief Executive Officer, Knowella

Certified Safety Professional and industrial and systems engineer with more than a decade inside food supply chain, freight and manufacturing operations. This page was written against the current text of the standards it cites, not against secondary summaries of them.

  • Certified Safety Professional (CSP), Board of Certified Safety Professionals
  • MBA, University of Chicago Booth School of Business
  • MS and BS, The Ohio State University, Industrial and Systems Engineering
  • Six Sigma Black Belt
Verify with BCSP →

Sources and last review. Reviewed 16 August 2026 against:

  • OSHA 1910.184 — Slings
  • OSHA — Occupational Safety and Health Administration
  • ASME B30.9 — Slings
  • ASME — American Society of Mechanical Engineers

This page is general guidance, not legal advice. Confirm requirements with your jurisdiction’s regulator.

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