• TLID1107C - Conduct specialised forklift operations

Assessor Resource

TLID1107C
Conduct specialised forklift operations

Assessment tool

Version 1.0
Issue Date: March 2024


Specialised operation of a forklift must be carried out in compliance with the licence requirements and regulations of the relevant state/territory authority.

Specialised operation of a forklift is performed under some supervision, generally within a team environment. It involves the application of equipment operation principles and procedures to maintain the safety and specialised operation of a forklift in a wide variety of operational contexts.

This unit involves the skills and knowledge required to operate a forklift with specialised attachments or all-terrain equipment, including checking attachments and worksite for suitability, selecting the type of forklift and accessories for required load shifting tasks, and shifting load and completing work in accordance with operational requirements. Assessment of this unit will usually be undertaken within a licensing examination conducted by, or under the authority of, the relevant state/territory OH&S authority.

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

The required outcomes described in this unit of competency contain applicable facets of Employability Skills. The Employability Skills Summary of the qualification in which this competency is packaged will assist in identifying employability skill requirements.




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.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:

the underpinning knowledge and skills

relevant legislation and workplace procedures

other relevant aspects of the range statement

Context of and specific resources for assessment

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

Resources for assessment include:

a range of relevant exercises, case studies and other simulated practical and knowledge assessment, and/or

access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments, access is required to:

relevant and appropriate materials and/or equipment, and/or

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

Method of assessment

Assessment of this unit must be undertaken by a registered training organisation

As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests

Practical assessment must occur:

through appropriately simulated activities at the registered training organisation, and/or

in an appropriate range of situations in the workplace


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.

REQUIRED KNOWLEDGE AND SKILLS

This describes the essential knowledge and skills and their level required for this unit.

Required knowledge:

Relevant duty of care requirements pertaining to the specialised operation of a forklift

Relevant OH&S and environmental procedures and regulations

Workplace operating procedures

Forklift controls, instruments and indicators and their use

Types of forklift accessories and ancillary equipment, their purposes and procedures for their use

Handling procedures for forklifts involved in specialised operations

Procedures to be followed in the event of an operational emergency

Operating hazards and related defensive driving and hazard control techniques

Engine power management and safe operating strategies

Efficient driving techniques

Pre-operational checks carried out on forklift and accessories and related action

Site layout and obstacles

Principles of stress management when driving a forklift

Required skills:

Communicate effectively with others when conducting specialised forklift operations

Read and interpret instructions, procedures, information and signs relevant to specialised forklift operations

Interpret and follow operational instructions and prioritise work

Complete documentation related to specialised forklift operations

Operate electronic communication equipment to required protocol

Work collaboratively with others when conducting specialised forklift operations

Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others

Promptly report and/or rectify any identified problems, faults or malfunctions that may arise when conducting specialised forklift operations in accordance with regulatory requirements and workplace procedures

Implement contingency plans for unexpected events that may occur when conducting specialised forklift operations

Apply precautions and required action to minimise, control or eliminate hazards that may exist during specialised forklift operations

Monitor work activities in terms of planned schedule

Modify activities depending on differing operational contingencies, risk situations and environments

Apply fatigue management knowledge and techniques

Work systematically with required attention to detail without injury to self or others, or damage to goods or equipment

Operate and adapt to differences in equipment in accordance with standard operating procedures

Select and use required personal protective equipment conforming to industry and OH&S standards

Identify points of balance and safe lifting positions on a range of loads when operating a forklift (including accessories)

Monitor performance of equipment

Service equipment in terms of maintenance schedule and standard operating procedures

Check and replenish fluids and carry out lubrication processes in the course of work activities

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance.

Types of forklift may include:

counterbalance trucks

reach trucks

pallet trucks

container-handling heavy forklifts

vacuum

top frame

Specialised forklift operations may be carried out in typical forklift operational situations, including:

operations conducted at day or night

typical weather conditions

on the open road

on a private road or worksite

while at a workplace

Customers may be:

internal or external

Workplaces may comprise:

large, medium or small worksites

Specialised forklift may be used to assist in a range of workplace tasks, including:

stock/goods/container handling

loading and unloading vehicles

stacking stock and goods

lifting and moving equipment

transporting materials and goods in a workplace

Work may be conducted in:

restricted spaces

exposed conditions

controlled or open environments

Loads to be shifted may require:

special precautions

Specialised forklift operations may involve the use of a range of attachments and accessories, including:

spikes

drum carriers

bale carriers

tines

personnel carriers

high reaching

pantograph

jibs

paper clamps

hooks

side lifters

Loads to be shifted may be:

irregularly shaped

packaged or unpackaged

labelled or unlabelled

palleted or unpalleted

containerised

Personnel in the work area may include:

workplace personnel

site visitors

contractors

official representatives

Forklift operational procedures may include:

starting a forklift (including pre-start checks)

steering and manoeuvring a forklift

accelerating and braking

positioning and stopping a forklift

reversing a forklift

operating forklift controls, instruments and indicators

using defensive driving techniques

managing engine performance

Pre-operational checks may include but are not limited to:

visual checking of forklift and its associated accessories and equipment

checking and topping up of fluid levels

checks of tyres

checks of operation of forklift lights and indicators

checks of brakes

Post-operational checks may include but are not limited to:

parking in a safe place

shutting down forklift

lowering all equipment

visually checking for faults or damage

Hazards may include (examples only):

wet and iced operating surfaces

oil on operating surface

faulty brakes

workplace obstacles and other operational equipment and vehicles

damaged loads and pallets

other personnel in work area

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

company procedures

enterprise procedures

organisational procedures

established procedures

Personal protective equipment may include:

gloves

safety headwear and footwear

safety glasses

two-way radios

high visibility clothing

Information/documents may include:

goods identification numbers and codes, including IMDG markings and HAZCHEM signs

manifests, bar codes, picking slips, merchandise transfers, stock requisitions, goods and container identification

Australian Standard 2359 - Industrial Truck Code

manufacturers specifications for forklift and associated accessories and equipment

operations and service record book or log

workplace procedures and policies for the operation of forklifts

supplier and/or client instructions

material safety data sheets

regulatory requirements concerning the use of forklifts

award, enterprise bargaining agreement, other industrial arrangements

standards and certification requirements

quality assurance procedures

emergency procedures

Applicable procedures and codes may include:

relevant state/territory regulations pertaining to the operation of forklifts

relevant codes and standards, including Australian Standard 2359 - Industrial Truck Code

relevant state/territory OH&S legislation

relevant state/territory fatigue management regulations

relevant state/territory environmental protection legislation

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
Suitable work site is selected for operations 
Work area is checked for overhead obstructions and proximity to service delivery lines 
Barriers or warning signs are erected in areas subject to passing traffic 
Attachments and platforms are securely fixed to carriage or tines 
Personnel support platforms are inspected to ensure compliance with the relevant Australian Standard 
Special equipment, accessories or attachments are identified to match load characteristics and work requirements 
Appropriate specialised equipment is selected 
Existing attachments are removed and stored according to workplace procedures 
Specialised equipment is fitted according to manufacturers instructions and workplace procedures 
Designated staff are notified regarding specialist operations 
Equipment is operated within safe working limits and to maximise efficiency of operations 
Load is lifted, carried and set down in accordance with workplace and manufacturers procedures and regulatory requirements 
Documentation is completed reporting any damage or faults to goods or equipment 
Specialist equipment and forklift are returned to appropriate storage/parking area 

Forms

Assessment Cover Sheet

TLID1107C - Conduct specialised forklift operations
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

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

TLID1107C - Conduct specialised forklift operations

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:

Date: