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Course Description

This unit specifies the skills and knowledge required to operate a forklift truck safely in accordance with all relevant legislative requirements. Competence in this unit, does not in itself result in a HRWL license to operate this plant.

Forklift truck means a powered industrial truck equipped with lifting media made up of a mast and an elevating load carriage to which is attached a pair of fork arms or other attachments that can be raised 900 mm or more above the ground, but does not include a pedestrian-operated truck or a pallet truck.

A person performing this work is required to hold a forklift truck High Risk Work License (HRWL).

This unit requires a person operating a forklift truck to:

plan for the work/task
prepare for the work/task
perform work/task
pack up

Elements and Performance Criteria

1. Plan work/task

  • Task requirements are identified from work orders or equivalent and confirmed with relevant people and site inspection is conducted in accordance with workplace procedures
  • Work area operating surface is assessed to determine suitability for operational use of forklift truck in accordance with workplace procedures
  • Suitability of forklift truck and attachment working load limit (WLL) is determined for the load/s and work/task requirements in accordance with manufacturer requirements and workplace procedures
  • Working area is inspected and appropriate paths for operating the forklift truck and moving and placing load/s in work area are assessed and managed in accordance with workplace procedures
  • Hazard and risk control measures are identified and reported to relevant person/s in accordance with workplace procedures
  • Traffic management plan implementation is confirmed in accordance with workplace procedures
  • Appropriate communication procedures are identified with relevant people in accordance with workplace procedures
  • All work is confirmed to ensure coverage of work/task requirements for the relevant work area is in accordance with workplace procedures

2. Prepare for work/task

  • Consultation with workplace person/s is maintained to ensure work plan is clear and consistent with site requirements in accordance with safe work procedures
  • Weather and work environmental conditions are assessed to determine any impact on forklift truck operations in accordance with manufacturer requirements and safe work procedures
  • Risk control measures for hazards identified are checked for implementation in accordance with safe work procedures
  • Forklift truck is accessed in a safe manner in accordance with manufacturer requirements and workplace procedures
  • Forklift truck logbook is checked in accordance with manufacturer, regulatory requirements and safe work procedures
  • Pre-start checks are carried out and any damage and defects are reported, recorded and appropriate action is taken in accordance with safe work procedures and manufacturer requirements
  • Forklift truck is set up correctly with any relevant attachments as per work plan in accordance with relevant manufacturer requirements including data plate and safe work procedures
  • Operational checks are carried out and any damage and defects are reported, recorded and appropriate action is taken in accordance with manufacturer requirements and safe work procedures
  • Hazard and risk control measures are checked for implementation and communicated to people in the work area in accordance with safe work procedures

3. Perform work/task 

  • Weight and positioning of load is assessed to ensure compliance with forklift truck data plate requirements and in accordance with safe work procedures
  • Forklift truck is operated safely in accordance with manufacturer requirements and safe work procedures
  • Loads are monitored constantly when lifting, moving, lowering and placing to ensure stability of load and avoidance of hazards in accordance with safe work procedures
  • Unplanned and unsafe situations are responded to in accordance with safe work procedures
  • Loads are picked up, transported and placed using all forklift truck movements in accordance with safe work procedures
  • Forklift truck is parked, switched off and isolated appropriately in accordance with manufacturer requirements and safe work procedures

4. Pack Up

  • Forklift truck shutdown procedures are carried out in accordance with manufacturer requirements and safe work procedures
  • Forklift truck is secured to prevent unauthorized access/use in accordance with safe work procedures