Assessor Resource

TLID2010
Operate a forklift

Assessment tool

Version 1.0
Issue Date: March 2024


This unit involves the skills and knowledge required to operate a forklift in compliance with the relevant state/territory authority licence requirements and regulations, in a variety of operational contexts.

It includes checking forklift condition, driving forklift to fulfil operational requirements, and monitoring and maintaining forklift performance and site conditions.

Assessment of this unit will usually be undertaken within a licensing examination conducted by, or under the authority of, the relevant state/territory work health and safety (WHS)/occupational health and safety (OHS) authority.

Operation of a forklift is performed under some supervision, generally within a team environment.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

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



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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Check forklift condition

1.1

Condition of forklift is checked for compliance with WHS/OHS and workplace requirements for warning devices, manufacturer specifications and nature of load shifting task

1.2

Attachments are checked to ensure appropriate adjustment and operation

1.3

Mirrors and seats are adjusted for safe operation by driver

1.4

Logbooks are checked and appropriate workplace documentation is completed in accordance with workplace requirements

2

Drive forklift

2.1

Forklift is started, steered, manoeuvred, positioned and stopped in accordance with regulations and manufacturer instructions

2.2

Engine power is managed to ensure efficiency and performance and to minimise engine and gear damage

2.3

Operational hazards are identified and/or anticipated and avoided or controlled through defensive driving and appropriate hazard control techniques

2.4

Forklift is driven in reverse, maintaining visibility and achieving accurate positioning

2.5

Forklift is parked, shut down and secured in accordance with manufacturer specifications, regulations and workplace procedures

3

Operate forklift to handle loads

3.1

Lifting task to be undertaken is appropriately planned, and correct lifting truck and attachments are selected

3.2

Load is lifted, carried, lowered and set down in accordance with WHS/OHS legislation, manufacturer specifications and company procedures

4

Monitor site conditions

4.1

Hazards and traffic flow are identified when selecting the most efficient route and appropriate adjustments are made

4.2

Site conditions are assessed to enable safe operations and to ensure no injury to people or damage to property, equipment, loads or facilities occurs

5

Monitor and maintain forklift performance

5.1

Performance and efficiency of vehicle operation is monitored during use

5.2

Defective/irregular performance and malfunctions are reported to relevant personnel

5.3

Forklift records are maintained/updated in accordance with workplace procedures and legislative requirements


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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Check forklift condition

1.1

Condition of forklift is checked for compliance with WHS/OHS and workplace requirements for warning devices, manufacturer specifications and nature of load shifting task

1.2

Attachments are checked to ensure appropriate adjustment and operation

1.3

Mirrors and seats are adjusted for safe operation by driver

1.4

Logbooks are checked and appropriate workplace documentation is completed in accordance with workplace requirements

2

Drive forklift

2.1

Forklift is started, steered, manoeuvred, positioned and stopped in accordance with regulations and manufacturer instructions

2.2

Engine power is managed to ensure efficiency and performance and to minimise engine and gear damage

2.3

Operational hazards are identified and/or anticipated and avoided or controlled through defensive driving and appropriate hazard control techniques

2.4

Forklift is driven in reverse, maintaining visibility and achieving accurate positioning

2.5

Forklift is parked, shut down and secured in accordance with manufacturer specifications, regulations and workplace procedures

3

Operate forklift to handle loads

3.1

Lifting task to be undertaken is appropriately planned, and correct lifting truck and attachments are selected

3.2

Load is lifted, carried, lowered and set down in accordance with WHS/OHS legislation, manufacturer specifications and company procedures

4

Monitor site conditions

4.1

Hazards and traffic flow are identified when selecting the most efficient route and appropriate adjustments are made

4.2

Site conditions are assessed to enable safe operations and to ensure no injury to people or damage to property, equipment, loads or facilities occurs

5

Monitor and maintain forklift performance

5.1

Performance and efficiency of vehicle operation is monitored during use

5.2

Defective/irregular performance and malfunctions are reported to relevant personnel

5.3

Forklift records are maintained/updated in accordance with workplace procedures and legislative requirements

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.

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
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Forms

Assessment Cover Sheet

TLID2010 - Operate a forklift
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

TLID2010 - Operate a forklift

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: