Seeking factory delivery training/orientation advice

Gin

Well-known member
Joined
Dec 12, 2012
Messages
874
Fluid Motion Model
R-31 S
Vessel Name
Echo II (2019)
I was just reading Sue's post about all her accomplishments on Spinner, her new R29. She threw in a shout out for Ronnie and Capt Mac's orientation. She concluded saying:

Now, if I can just get all of that info engraved into my brain ....

Which led me to wondering . . . for those of you who have been through the two day factory delivery/orientation, do you have any advice on absorbing all that info? Would you video certain things? Take copious notes? Anything you would ask about that you didn't think to ask? Write down or video that you didn't think to write down or video?

I've seen several posts about the orientation, but none identifying any kind of "if I had it to do again, here's what I would do differently." Anyone have anything that would go on that list?

Gini
 
Gini:

I'll make an attempt to suggest a couple of things, keeping in mind I have not taken Capt Mac's orientation. There is a tremendous learning curve because of all the components that make up our boats and or experience in handling a boat of any size. One approach might be to obtain the manuals for the various components on your boat ahead of an orientation so you might read through them. As you do write down questions to ask during orientation or check them off as Capt. Mac covers them. By doing this, for me anyway, it re-enforces what we've read and helps shorten the learning curve. The other suggestions is to get back on the boat, out in the boat and practice everything you've read and heard from Capt. Mac as soon as orientation is over and It will all come together for you just fine, especially considering you've taken advantage of the Tugnuts forum and already have a heads start.
 
Those sound like some good ideas, Jim.

I have downloaded a few manuals -- have one on the Volvo Penta, the R27 itself, and the Garmin nav system. Oh, and one on the head that is being installed. The manual for Garmin is very comprehensive. I've been through a lot of it, but twithout any hands on, I don't know that much of it has stuck. I have had all those manuals since about February. It is time to go through them again, so the information will be fresh for this Friday and Saturday. Making a list of questions to be checked off when we spend our time with Kenny and Capt. Mac seems like a great idea.

Any other manuals we should try to look at head of time? We are too far away from the factory to pick up the physical sets ahead of time (Andrew said there would be two tote bags full). I should be able to find most for downloading, though.

Also a great idea to get back on the boat right away. We finish the training on Saturday, drive back to Oregon, and take delivery the next Tuesday. We hope to spend a bit of time refreshing recollection after the boat is delivered that day. We then have blocked out all day Friday to be on the boat. We were planning on doing little more than practice slow speed maneuvers, and explore the nearest gas dock and other nearby facilities. With luck, all we learn from Capt. Mac will stick with us until the following Tuesday and Friday, when we can reinforce it. With luck . . . 😉
 
Hi Gin

We are taking possession this Thurs/Fri. and plan on doing as Jim suggested and spending a night or 2 on the boat over the long weekend and heading to the San Juans to field test the boat. Next time from then that we'll be on the boat is for the Desolation trip so we need to learn real fast.

Don
 
Don, how perfect is that! Wish we could do the same thing. Unfortunately, work and other obligations require us to head back to Oregon with the boat right away. Can't imagine a more rewarding post-purchase experience than to head to the San Juans to cruise around until it is time for the Desolation trip. Hope you'll post about some of what you are learning along the way.

Gini
 
My orientation had a two day "off" period, during which I slept on the boat, and also took it out for a spin around Elliott Bay, accompanied by some very experienced boaters. I did not take notes except a very few on the first day. I felt it was more important to just listen and watch.

I think it is most useful to get out on the boat and start putting the learning to use as soon as you can. That seems to be working for me. You will love your new boat!!

Sue
 
Good advice as well, Sue. The advantage Colleen and I may have is that one of us can mostly listen and watch while the other records some key stuff. I realize we will be covering a lot of ground. Trying to take full advantage of the opportunity to both learn and memorialize (which, with each passing year, seems to work better than to count on memorizing)!

Gini
 
Gin:

This is my advice... after having taken a 2-day on-the-water with Capt. Mac.

1) Stick to the basics for operating the boat safely.

2) Docking bow in and stern in.

3) Things to set/observe before departing such as wearing life jackets, know where your emergency flares, first aid kit and safety equipment is, check fuel level, check engine oil level, check coolant level, check seacock valve position, electrical switches, thrusters power up, fenders, electronics powered up, VHF radio ON Chan 16, engine start procedure, throttle in neutral, raw water strainer bubbling, water exhausting from the exhaust port, horn working, cabin door open, helmsman's window open and so on.

3) Anchoring in shallow waters (if you have time)

4) Run the boat at various RPMs (weather permitting) and steer boat to port and starboard to get a feel for the boats maneuverability and stability at the various speeds.

5) Use trim tabs to adjust bow up, bow down, port side down/up and starboard side down/up... typically done at above 2500 RPM. This will give you a feeling for how to operate the trim tabs. Fuel burn can also be affected by the boat's trimming... but I wouldn't bother about this at first.

6) Note where switch positions need to be when docked with shore power ON and when underway.

7) Know how to activate the Inverter when on engine power only and away from shore power.

8) Do's and don'ts about waste tank pump out, re-fueling

9) What to do if underway and engine quits or sounds an emergency alarm such as over heating.

10) Basics for operating the VHF correctly, especially in emergency situations

11) Time permitting go over using Chart Plotter touch screen/menus and some basic Auto Pilot operations.

12) Manual operation of the bilge pump(s). Their breaker switches should be OFF as the pumps will power on when told to by the water floats. The manual switch is in case the float signaling fails.

13) Erecting/lowering the mast if you trailer the boat.

14) Have Capt. Mac help you setup the boat's configuration on the Chart Plotter such as draft, length and fuel on board.

15) Best practices for connecting the shore power cord, when to turn the dockside pedestal breaker ON and OFF.

16) If 1st Mate with you ensure they have a chance to operate the helm. Necessary if you become disabled or hurt in some debilitating way.

17) Check with Capt. Mac about what to watch out for if bad weather approaching.

18) Run the boat; a) into the oncoming waves, b) with waves following you... following seas, c) with waves/swells hitting your port or starboard sides, d) and so on per Capt. Mac's advice. This will give you a sense for how the boat reacts to such conditions.

19) How to check for Tides/current using your Chart Plotter

20) Paper chart policies

21) What are basic spares to have onboard ?

I'm sure others can chip in with what they consider 'the basics' to be, and my list above is certainly not definitive by any means.

[EDIT]
Suggest strongly that new boat owners attend their local USCG Boat Safety course... it really is interesting and beneficial to learn from the people that have tons of boating experience. It will also give you the opportunity to ask all your unanswered questions that mill around in your head. Take 1st Mate with you also.
 
Barry, great list! Very helpful. I will print it out and turn it into a check list. If others have additions for it, fire away.

And yes, both Colleen and I want to share helm skills and responsibilities. On our last boat, I did the docking 98% of the time. But the nature of the boat (smaller, lighter, outboard powered) made it more feasible for her to take over in a pinch if need be. With this boat, we plan to both learn the needed skills and keep equally -- or nearly do -- in practice.

Again, fine list. Thanks!
 
When I took delivery of my boat and my 5th wheel camper, I recorded the whole thing on my Sony camcorder. Works great.
 
Rick: Just how was it possible to film and have hands-on experience ? I would think having a camera man in addition could help with this. A great idea nonetheless. 🙂
 
In my case, I ran the camera myself. The First Mate was not available. You could have your First Mate assist.
 
Hi Gin and Colleen,
WOW you must be really excited now you have only a few days to go before getting "Echo" 😀 😀 last we heard about "Blu Tug" was that on the 21st she would be getting prepared (wrapped) and on her way to Tacoma for shipping on the 31st 🙂 then a 6 week journey to get here 😀 .And like you we have downloaded as many manuals that we can find 🙂 and spend time reading them hopefully it will be worth it 🙂. Not sure about the orientation here but have a meeting Thursday morning with our local (awesome) agent 😀. When it gets sorted here we are lucky to be able to enjoy her from the first day 🙂 as we retired 😀 .
Thanks to everyone here on the forum for their on going help and information 🙂
Cheers
Peter and Ronie B
 
Peter: I'm curious to know what differences there are for your Tug destined for WA where your electrical service of 240v is not same as for most of the Ranger Tugs sold for 120v area. Just what are the changes Ranger takes for dealing with 240v/50Hz ? Are the outlets like for the UK for example ? The Inverter will also be different presumably. What about shore power cord set ? Does SmartPlug make cord set for 240v I wonder!

Let's see now, as our summer starts here your winter period starts for you, right ? My wife's sister/husband have just returned from Perth and they had a good time there.

Can you track the boat across the Pacific that your R-27 is being shipped in ? What's the shipping boat's name ? I once tracked the boat that shipped our Swedish Cadillac (a Volvo wagon auto) that was to cross the Atlantic, Panama Canal and up to LA. It sank in the North sea somewhere... along with my car... :lol:

Question: So who pays for your R-27's insurance during transit to Perth ?
 
Rick, I've been thinking about videoing select parts of the orientation. Only select parts. I don't really want 16 hrs or so of video -- life is too short! But video of some key parts would be great.

Peter and Ronnie, yes! We are pretty darned excited at this point. Makes getting through the next couple of days at work a piece 'o cake!

Barry, interesting question about insurance. For our boat, it will be under our insurance binder during the two-day orientation, and all the way down to the delivery in Portland. Or so we understand. Were anything to happen before delivery, dueling insurance companies might have to tussle over it (for some, watching two insurance companies tussle is spectator sport).

Thanks all, for the many very helpful ideas and comments on this thread.
 
Well here goes hope I can answer all the questions 😀
The 240v system is installed at the factory all compliant to Australian standards.
Not sure about the smart plug but asking my agent at Thursdays meeting.
Insurance is paid for by someone not sure if its the factory or the Australian agent.
The ship is "coral bay" I have looked at the web site and know of the route, dates, stops, etc .... but not sure if I can track it through google or something.
Yes Baz it will be winter here when "Blu Tug" arrives but thankfully our winters are much milder than yours (no snow here) but we get a few nice storms so guess it depends on the weather to get everything tested and sorted 🙂 .
But after waiting so long a bit more time won't matter and with her here we can get to check out all those things you never seem to ask others about 😉
Hope that helped 🙂

Cheers
Peter and Ronie B
 
RProffer":1esctl36 said:
When I took delivery of my boat and my 5th wheel camper, I recorded the whole thing on my Sony camcorder. Works great.
We did the same .... it's a great reference.
 
For those who have videoed it, did you really video the entire two days? Or did you just video selectively? I can't imagine rewatching two full days of video . . .
 
We filmed Andrew stopping/starting for each subject addressed so there are multiple files (short) that covered the boat bow to stern
Cap't Mac was mostly Garmin lessons and 'boat specific how to'.
We labeled the files so we could go quickly to the info we wanted to listen to later.
 
Tons of good advice on how to retain some of Capt Mac and Ronnie's training. For us the best would have been to get out on the boat as soon as possible. We had our orientations in Nov 2012 and didn't get possession until April 2013. Luckily we had a great person in Florida who gave us a refresher course, and then plenty more! We needed it! Had slept way too many since nights since first orientation.
 
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