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.
| Clause | Requirement | Where it lands |
|---|---|---|
| OSHA 1910.184(a) | Sling selected to match the load's weight, shape and surface before rigging begins | Theory content |
| ASME B30.9 | Sling angle from vertical factored into leg tension before a lift is made | Theory content |
| OSHA 1910.184(c) | Slings and other lifting gear inspected before each use, with defective gear removed from service | Practical assessment |
| OSHA 1910.184(d) | Rated capacity of the sling assembly, at the angle used, not exceeded | Practical assessment |
| ASME B30.9 | Rigger identifies the load's centre of gravity before selecting attachment points | Practical assessment |
| OSHA 1910.184(e) | Sling-specific defect criteria applied correctly for the material actually in use | Knowledge check |
| OSHA 1910.184(a) | Only personnel trained and evaluated as competent are authorised to rig loads | Outcome |
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.
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.
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.
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.
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.
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.
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.
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.
| Finding | Clause | What fixes it |
|---|---|---|
| Calculates Sling Angle Effect Correctly is No but Practical Result is still Pass. | ASME B30.9 | Treat 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 B30.9 | Require 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 B30.9 | Block 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.
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
Header
15 fieldsTraining ID*
Auto sequence. Format TRN-2026-00000.
The record's own ID. Other templates point at this value.
Status*
Drives who this goes to next.
- Planned2 pts
- In progress2 pts
- Complete3 pts
- Deferred0 pts
- Open0 pts
- Closed3 pts
- Overdue0 pts
Date and Time*
Delivered By*
Site*
Site ID*
Format SITE-000.
Links to FDN-001 Site ID
Course
Course ID
Format CRS-000.
Links to FDN-007 Course ID
Delivery Method*
Duration Minutes*
Trainer Qualified*
- Yes3 pts
- Subject expert, not trainer trained1 pt
- No0 pts
Worker*
Person ID*
Format PER-0000.
Links to FDN-003 Person ID
Equipment
Asset ID
Format AST-0000.
Links to FDN-002 Asset ID
Theory content
4 fieldsSling Angle Multiplies Load
As sling angle from vertical increases, the load on each leg increases sharply — the calculation people get wrong.
Centre Of Gravity Decides The Rig
How to estimate where a load's centre of gravity sits before choosing attachment points.
Inspecting Lifting Gear
The defects that withdraw a sling, shackle or chain from service.
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 fieldsWhat happens to the load on each sling leg as the sling angle from vertical increases*
- Correct3 pts
- Partly correct1 pt
- Incorrect0 pts
How do you estimate where a load's centre of gravity sits before rigging it*
- Correct3 pts
- Partly correct1 pt
- Incorrect0 pts
Name two defects that would withdraw a sling from service*
- Correct3 pts
- Partly correct1 pt
- Incorrect0 pts
Which sling type is best suited to a load with sharp or abrasive edges*
- Correct3 pts
- Partly correct1 pt
- Incorrect0 pts
Score Percent*
Pass Mark Percent*
Passed*
- Yes3 pts
- No0 pts
Practical assessment
11 fieldsAssessor*
Assessor Qualified*
- Yes3 pts
- No0 pts
Assessed On Real Equipment*
- Yes3 pts
- Simulator1 pt
- No0 pts
Inspects Gear Before Use*
- Yes3 pts
- Partly1 pt
- No0 pts
Identifies Defects*
- Yes3 pts
- Partly1 pt
- No0 pts
Selects Correct Sling Type For The Load*
- Yes3 pts
- Partly1 pt
- No0 pts
Estimates Centre Of Gravity Correctly*
- Yes3 pts
- Partly1 pt
- No0 pts
Calculates Sling Angle Effect Correctly*
- Yes3 pts
- Partly1 pt
- No0 pts
Attaches Correctly*
- Yes3 pts
- Partly1 pt
- No0 pts
Practical Result*
- Pass3 pts
- Pass with development points2 pts
- Fail0 pts
Areas For Improvement
Outcome
17 fieldsOverall Result*
- Pass3 pts
- Pass with note2 pts
- Fail0 pts
Retraining Required*
- No3 pts
- Yes1 pt
Retraining Detail
Authorisation Issued*
- Yes3 pts
- Not applicable3 pts
- No0 pts
Authorisation ID
Links to TRN-024 Authorisation ID
Restrictions Applied
Matrix Updated*
- Yes3 pts
- No0 pts
Certificate Issued
- Yes3 pts
- Not applicable3 pts
- No0 pts
Valid Until*
Action Required*
Raise the action record, then enter its reference here.
- No2 pts
- Yes0 pts
Priority
- High0 pts
- Medium1 pt
- Low3 pts
CAPA ID
Format CAPA-2026-00000.
Links to FDN-014 CAPA ID
Action Owner
Trainer*
Signature*
Worker*
Second Signature*
TRN-049 · record IDs look like TRN-2026-000 · Links Worker, Asset
Open in KnowellaRun 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.
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.
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.
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.

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
Industries this is written for
Programmes this belongs to
Used together in Equipment and Task Training
Attachment Use Authorisation
Authorises use of a specific attachment on a specific truck, with the derated capacity stated
Mobile Plant Operator Observation
Observes an operator working, covering speed, load handling, horn use, pedestrian awareness and parking
Competency Matrix
Shows which skills and training each role requires and who currently holds them
Skills Assessment
Assesses whether a worker can actually perform a task to standard, by watching them do it
Forklift Operator Training
Covers forklift operation, stability, load handling, pedestrian awareness and pre-use checks
Reach Truck Training
Covers reach truck operation, high level stacking and stability at height
More in Equipment Training
Forklift Operator Training
Covers forklift operation, stability, load handling, pedestrian awareness and pre-use checks
Reach Truck Training
Covers reach truck operation, high level stacking and stability at height
Pallet Jack Training
Covers safe use of manual and powered pallet jacks, including load control and pedestrian areas
Aerial Work Platform Training
Covers scissor and boom lift operation, ground conditions, fall protection and emergency lowering
Overhead Crane Training
Covers crane operation, load calculation, rigging basics and signalling
Machine Specific Operation Training
Covers safe operation of one specific machine, including setup, running, clearing jams and cleaning

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
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.