• TDTD197B - Shift materials safely using manual handling methods

Assessor Resource

TDTD197B
Shift materials safely using manual handling methods

Assessment tool

Version 1.0
Issue Date: March 2024


Not applicable.

Field D Load handling

This unit involves the skills and knowledge required to shift loads using manual handling methods, including assessing the risks associated with relocating the load, planning the relocation process and carrying out the relocation in accordance with the plan.

Persons achieving competence in this unit will need to fulfil all of the relevant State/Territory OHS regulatory requirements concerning the safe lifting and handling of a load using manual handling techniques.

Field D Load handling

This unit involves the skills and knowledge required to shift loads using manual handling methods, including assessing the risks associated with relocating the load, planning the relocation process and carrying out the relocation in accordance with the plan.

Persons achieving competence in this unit will need to fulfil all of the relevant State/Territory OHS regulatory requirements concerning the safe lifting and handling of a load using manual handling techniques.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

Not applicable.


Employability Skills

Not applicable.




Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

Critical aspects of evidence to be considered

a. Assessment must confirm appropriate knowledge and skills to:

a.1. locate, interpret and apply relevant information

a.2. provide customer/client service and work effectively with others

a.3. convey information in written and oral form

a.4. maintain workplace records

a.5. select and use appropriate workplace colloquial and technical language and communication technologies in the workplace context

a.6. follow the designated work plan for the job

a.7. use appropriate techniques and body positioning when lifting, lowering and carrying, pulling and pushing and team lifting

Interdependent assessment of units

a. This unit of competency may be assessed in conjunction with other units that form part of a worker's job function

Required knowledge and skills

a. Relevant OHS and procedures and guidelines concerning the manual lifting and movement of loads

b. Risks when manually lifting and handling materials and goods and related precautions to control the risk, including:

b.1. the load on the spine during lifting

b.2. controlled actions on a movement during lifting

b.3. rotation and side movement of the spine during lifting

b.4. postures and positions during lifting

b.5. work layout

b.6. weight of the load

b.7. load type and position

b.8. frequency of shifting operations

b.9. distance over which load is to be shifted

b.10.time allowed for the shifting of the load

c. Workplace procedures and policies for the shifting of goods and materials

d. Housekeeping standards procedures required in the workplace

e. Site layout and obstacles

f. Ability to modify activities depending on differing workplace contexts, risk situations and environments

g. Ability to read and comprehend simple statements in English including material data safety sheets (where applicable)

h. Ability to identify containers and goods coding, IMDG markings and, where applicable, emergency information panels

i. Ability to estimate the size, shape and special requirements of loads

Resource implications

a. Access is required to opportunities to:

a.1. participate in a range of exercises, case studies and other simulated practical and knowledge assessments that demonstrate the skills and knowledge to shift materials safely using manual handling methods, and/or

a.2. shift materials safely using manual handling methods in an appropriate range of operational situations

Consistency in performance

a. Applies underpinning knowledge and skills when:

a.1. following designated work plans for load shifting jobs

a.2. using appropriate techniques and body positioning when lifting, lowering and carrying a load and when pulling and pushing and team lifting

a.3. applying safety precautions relevant to the load shifting task

b. Shows evidence of application of relevant workplace procedures including:

b.1. OHS regulations and hazard prevention policies and procedures

b.2. workplace procedures and work instructions concerning the manual shifting of loads

b.3. obtaining assistance from other team members when required

b.4. housekeeping procedures

b.5. environmental protection procedures when shifting materials

c. Action is taken promptly to report and/or rectify any potential difficulties in safely shifting a load in accordance with OHS requirements and workplace procedures

d. Performance is demonstrated consistently over a period of time and in a suitable range of contexts

e. Work is completed systematically with required attention to detail without damage to goods, equipment or personnel

Context for assessment

a. Assessment of this unit must be undertaken by a Registered Training Organisation:

a.1. As a minimum, assessment of knowledge must be conducted through appropriate oral and/or written questioning

a.2. Appropriate practical assessment must occur:

a.2.1.at the Registered Training Organisation, and/or

a.2.2.in an appropriate work situation

Critical aspects of evidence to be considered

a. Assessment must confirm appropriate knowledge and skills to:

a.1. locate, interpret and apply relevant information

a.2. provide customer/client service and work effectively with others

a.3. convey information in written and oral form

a.4. maintain workplace records

a.5. select and use appropriate workplace colloquial and technical language and communication technologies in the workplace context

a.6. follow the designated work plan for the job

a.7. use appropriate techniques and body positioning when lifting, lowering and carrying, pulling and pushing and team lifting

Interdependent assessment of units

a. This unit of competency may be assessed in conjunction with other units that form part of a worker's job function

Required knowledge and skills

a. Relevant OHS and procedures and guidelines concerning the manual lifting and movement of loads

b. Risks when manually lifting and handling materials and goods and related precautions to control the risk, including:

b.1. the load on the spine during lifting

b.2. controlled actions on a movement during lifting

b.3. rotation and side movement of the spine during lifting

b.4. postures and positions during lifting

b.5. work layout

b.6. weight of the load

b.7. load type and position

b.8. frequency of shifting operations

b.9. distance over which load is to be shifted

b.10.time allowed for the shifting of the load

c. Workplace procedures and policies for the shifting of goods and materials

d. Housekeeping standards procedures required in the workplace

e. Site layout and obstacles

f. Ability to modify activities depending on differing workplace contexts, risk situations and environments

g. Ability to read and comprehend simple statements in English including material data safety sheets (where applicable)

h. Ability to identify containers and goods coding, IMDG markings and, where applicable, emergency information panels

i. Ability to estimate the size, shape and special requirements of loads

Resource implications

a. Access is required to opportunities to:

a.1. participate in a range of exercises, case studies and other simulated practical and knowledge assessments that demonstrate the skills and knowledge to shift materials safely using manual handling methods, and/or

a.2. shift materials safely using manual handling methods in an appropriate range of operational situations

Consistency in performance

a. Applies underpinning knowledge and skills when:

a.1. following designated work plans for load shifting jobs

a.2. using appropriate techniques and body positioning when lifting, lowering and carrying a load and when pulling and pushing and team lifting

a.3. applying safety precautions relevant to the load shifting task

b. Shows evidence of application of relevant workplace procedures including:

b.1. OHS regulations and hazard prevention policies and procedures

b.2. workplace procedures and work instructions concerning the manual shifting of loads

b.3. obtaining assistance from other team members when required

b.4. housekeeping procedures

b.5. environmental protection procedures when shifting materials

c. Action is taken promptly to report and/or rectify any potential difficulties in safely shifting a load in accordance with OHS requirements and workplace procedures

d. Performance is demonstrated consistently over a period of time and in a suitable range of contexts

e. Work is completed systematically with required attention to detail without damage to goods, equipment or personnel

Context for assessment

a. Assessment of this unit must be undertaken by a Registered Training Organisation:

a.1. As a minimum, assessment of knowledge must be conducted through appropriate oral and/or written questioning

a.2. Appropriate practical assessment must occur:

a.2.1.at the Registered Training Organisation, and/or

a.2.2.in an appropriate work situation


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Not applicable.

General context

a. Work must be carried out in compliance with the relevant OHS regulations concerning the manual lifting and movement of loads

b. Work is performed under some supervision generally within a team environment

c. Work involves the application of the basic principles for the safe lifting and movement of loads when shifting materials using manual handling methods as part of day-to-day work

Worksite environment

a. The shifting operations may be conducted in a range of work environments by day or night

b. Customers may be internal or external

c. Workplaces may comprise large, medium or small worksites

d. Work may be conducted in:

d.1. restricted spaces

d.2. exposed conditions

d.3. controlled or open environments

e. Materials to be shifted may include:

e.1. goods

e.2. equipment and tools

e.3. cleaning materials

e.4. components and parts of vehicles and equipment such as tyres, batteries, lifting gear, etc.

e.5. materials used in the course of work such as drums of fuel, raw materials, packaging, etc.

f. Loads to be shifted may be:

f.1. irregularly shaped

f.2. packaged or unpackaged

f.3. labelled or unlabelled

g. Hazards in the work area may include exposure to:

g.1. chemicals

g.2. dangerous or hazardous substances

g.3. movements of equipment, goods and materials

h. Personnel in the work area may include:

h.1. workplace personnel

h.2. site visitors

h.3. contractors

h.4. official representatives

i. Communication in the work area may include:

i.1. phone

i.2. electronic data interchange

i.3. fax

i.4. e-mail

i.5. Internet

i.6. radio

i.7. oral, aural or signed communications

j. Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:

j.1. company procedures

j.2. enterprise procedures

j.3. organisational procedures

j.4. established procedures

k. Personal protection equipment may include:

k.1. gloves

k.2. safety headwear and footwear

k.3. safety glasses

k.4. two-way radios

k.5. high visibility clothing

Sources of information/documents

a. Information/documents may include:

a.1. goods identification numbers and codes

a.2. manifests, bar codes, goods and container identification

a.3. manufacturer's specifications for equipment/tools

a.4. workplace procedures and policies

a.5. supplier and/or client instructions

a.6. material safety data sheets

a.7. codes of practice including the National Standards for Manual Handling and the Industry Safety Code

a.8. relevant legislation, regulations and related documentation

a.9. award, enterprise bargaining agreement, other industrial arrangements

a.10.standards and certification requirements

a.11.quality assurance procedures

a.12.emergency procedures

Applicable regulations and legislation

a. Applicable regulations and legislation may include:

a.1. relevant State/Territory OHS legislation

a.2. relevant State/Territory environmental protection legislation

a.3. workplace relations regulations

a.4. workers compensation regulations

a.5. licence, patent or copyright arrangements

a.6. dangerous goods and air freight regulations

a.7. export/import/quarantine/bond requirements

a.8. marine orders

General context

a. Work must be carried out in compliance with the relevant OHS regulations concerning the manual lifting and movement of loads

b. Work is performed under some supervision generally within a team environment

c. Work involves the application of the basic principles for the safe lifting and movement of loads when shifting materials using manual handling methods as part of day-to-day work

Worksite environment

a. The shifting operations may be conducted in a range of work environments by day or night

b. Customers may be internal or external

c. Workplaces may comprise large, medium or small worksites

d. Work may be conducted in:

d.1. restricted spaces

d.2. exposed conditions

d.3. controlled or open environments

e. Materials to be shifted may include:

e.1. goods

e.2. equipment and tools

e.3. cleaning materials

e.4. components and parts of vehicles and equipment such as tyres, batteries, lifting gear, etc.

e.5. materials used in the course of work such as drums of fuel, raw materials, packaging, etc.

f. Loads to be shifted may be:

f.1. irregularly shaped

f.2. packaged or unpackaged

f.3. labelled or unlabelled

g. Hazards in the work area may include exposure to:

g.1. chemicals

g.2. dangerous or hazardous substances

g.3. movements of equipment, goods and materials

h. Personnel in the work area may include:

h.1. workplace personnel

h.2. site visitors

h.3. contractors

h.4. official representatives

i. Communication in the work area may include:

i.1. phone

i.2. electronic data interchange

i.3. fax

i.4. e-mail

i.5. Internet

i.6. radio

i.7. oral, aural or signed communications

j. Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:

j.1. company procedures

j.2. enterprise procedures

j.3. organisational procedures

j.4. established procedures

k. Personal protection equipment may include:

k.1. gloves

k.2. safety headwear and footwear

k.3. safety glasses

k.4. two-way radios

k.5. high visibility clothing

Sources of information/documents

a. Information/documents may include:

a.1. goods identification numbers and codes

a.2. manifests, bar codes, goods and container identification

a.3. manufacturer's specifications for equipment/tools

a.4. workplace procedures and policies

a.5. supplier and/or client instructions

a.6. material safety data sheets

a.7. codes of practice including the National Standards for Manual Handling and the Industry Safety Code

a.8. relevant legislation, regulations and related documentation

a.9. award, enterprise bargaining agreement, other industrial arrangements

a.10.standards and certification requirements

a.11.quality assurance procedures

a.12.emergency procedures

Applicable regulations and legislation

a. Applicable regulations and legislation may include:

a.1. relevant State/Territory OHS legislation

a.2. relevant State/Territory environmental protection legislation

a.3. workplace relations regulations

a.4. workers compensation regulations

a.5. licence, patent or copyright arrangements

a.6. dangerous goods and air freight regulations

a.7. export/import/quarantine/bond requirements

a.8. marine orders

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Products, goods or materials to be relocated are identified 
Locations for storage are determined and potential routes to be followed are identified 
Effect of load relocation on original load base is predicted 
Points of balance are estimated 
Required clearances are compared to available space and adjustments made 
Effects of moving contents which may be loose, liquid, dangerous or hazardous are considered 
Potential risks in route(s) which may be followed are considered 
Risks to self are identified arising from the required lifting, load carrying, set down or movement of the goods 
Manual handling procedures for lifting, lowering and carrying, pushing and pulling are identified 
Team lifting processes are considered for application 
Appropriate personal protective equipment is worn 
Relocation of the load is planned consistent with the code of practice for manual handling 
Process for relocating load is proposed including predicting and planning for potential difficulties 
Proposed process is checked against code of practice and workplace procedures for compliance 
Actions for lifting, lowering and carrying, pulling and pushing a load are in accordance with workplace procedures and OHS requirements 
Applications appropriate for team relocation of load are identified 
Team lifting tasks are coordinated 
Planned process and route are followed 
Relocated materials are set down without damage to goods, personnel or equipment and checked for stability 
Relocation is checked to see that it meets work requirements, with any variance(s) reported 

Forms

Assessment Cover Sheet

TDTD197B - Shift materials safely using manual handling methods
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

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Assessor name:

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Assessment Record Sheet

TDTD197B - Shift materials safely using manual handling methods

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

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