Conduct specialised forklift operations


This unit involves the skills and knowledge required to operate a forklift with specialised attachments or all-terrain equipment, in accordance with relevant state/territory high risk work licence requirements and regulations, in a variety of operational contexts.

It includes checking attachments and worksite for suitability, selecting type of forklift and accessories for required workplace task, shifting load and completing work in accordance with operational requirements.

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

A person who operates a forklift must hold a high risk work licence.

Elements and Performance Criteria



Elements describe the essential outcomes.

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


Check attachments and worksite for suitability


Suitable work area is selected for operations


Job hazards are identified and required action is taken to minimise, control or eliminate identified hazards


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 accordance with relevant Australian Standard/s


Select type of forklift and accessories for required workplace task


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 in accordance with workplace procedures


Specialised equipment is fitted in accordance with manufacturer instructions and workplace procedures


Designated staff are notified about specialist operations


Shift load and complete work


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 manufacturer procedures, and regulatory requirements


Documentation is completed damage or faults to goods or equipment are reported to appropriate personnel


Specialist equipment and forklift are returned to appropriate storage/parking area

Evidence of Performance

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

applying precautions and required action to minimise, control or eliminate identified hazards

checking and replenishing fluids and carrying out lubrication processes during work activities

checking forklift compliance plate for safe weight limits

communicating effectively with others

completing relevant documentation

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

implementing contingency plans

interpreting and following operational instructions and prioritising work

modifying activities depending on operational contingencies, risk situations and environments

monitoring equipment performance

monitoring work activities in terms of planned schedule

operating and adapting to differences in equipment in accordance with operating procedures

reading and interpreting relevant instructions, procedures, information and signs

reporting and/or rectifying identified problems, faults or malfunctions promptly, in accordance with regulatory requirements and workplace procedures

selecting and using required personal protective equipment conforming to industry and work health safety (WHS)/occupational health and safety (OHS) standards

servicing equipment in terms of maintenance schedule and operating procedures

working collaboratively with others

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

Evidence of Knowledge

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

efficient driving techniques

engine power management and safe operating strategies

forklift controls, instruments and indicators, and their use

handling procedures for forklifts involved in specialised operations

high risk work licence workplace requirements

operating hazards, and related defensive driving and hazard control techniques

pre-operational checks carried out on forklift and accessories, and related action

procedures to be followed in an operational emergency

relevant duty of care requirements for specialised operation of a forklift

relevant WHS/OHS and environmental procedures and regulations

safe weight limits

site layout and obstacles

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

workplace operating procedures.

Assessment Conditions

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment include:

a range of relevant exercises, case studies and/or simulations

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

relevant materials, tools, equipment and personal protective equipment currently used in industry.

Foundation Skills

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Range Statement

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.


Not applicable.

Competency Field

D – Load Handling