Unit of competency Outline
Date retreived
22/07/2026 9:04 AM AWST
22/07/2026 9:04 AM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Operate a forklift
Operate a forklift
Unit of competency
National Code
TLID1007C
TLID1007C
State Code
S5674
S5674
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
01/11/2012
Field of Education
030717 - Plant And Machine Operations
Original Release Date
01/11/2012
Nominal Hours
40
Description
This unit involves the skills and knowledge required to operate a forklift, including checking forklift condition, driving the forklift to fulfil operational requirements, monitoring site conditions, and monitoring and maintaining forklift performance. 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.
Notes
Elements and Performance Criteria
1 Check forklift condition
- 1.1 Condition of forklift is checked for compliance with OH&S and workplace requirements for warning devices, manufacturers specifications and the nature of the 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 the driver
- 1.4 Log books are checked and appropriate workplace documentation is completed in accordance with workplace requirements
2 Drive the forklift
- 2.1 Forklift is started, steered, manoeuvred, positioned and stopped in accordance with regulations and manufacturers 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 The forklift is parked, shut down and secured in accordance with manufacturers specifications, regulations and workplace procedures
3 Operate a forklift to handle loads
- 3.1 The lifting task to be undertaken is appropriately planned and the correct lifting truck and attachments are selected
- 3.2 The load is lifted, carried, lowered and set down in accordance with OH&S legislation, manufacturers specifications and company procedures
4 Monitor site conditions
- 4.1 When selecting the most efficient route, hazards and traffic flow are identified 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 reported to relevant personnel
- 5.3 Forklift records are maintained/updated in accordance with workplace procedures and legislative requirements
RANGE STATEMENT
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
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
Work may be conducted in:
restricted spaces
exposed conditions
controlled or open environments
Loads to be shifted may require:
special precautions
Loads to be shifted may be:
irregularly shaped
packaged or unpackaged
labelled or unlabelled
palleted or unpalleted
Hazards in the work area may include exposure to:
chemicals
dangerous or hazardous substances
movements of equipment, goods and materials
Personnel in the work area may include:
workplace personnel
site visitors
contractors
official representatives
Forklift handling procedures may include:
starting a forklift
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:
visual check of forklift
checking and topping up of fluid levels
checks of tyres
checks of operation of forklift lights and indicators
checks of brakes
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 protection 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 equipment
operations and service record book or log
workplace procedures and policies for the operation of forklifts
supplier and/or client instructions
ADG Code and 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
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
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
Work may be conducted in:
restricted spaces
exposed conditions
controlled or open environments
Loads to be shifted may require:
special precautions
Loads to be shifted may be:
irregularly shaped
packaged or unpackaged
labelled or unlabelled
palleted or unpalleted
Hazards in the work area may include exposure to:
chemicals
dangerous or hazardous substances
movements of equipment, goods and materials
Personnel in the work area may include:
workplace personnel
site visitors
contractors
official representatives
Forklift handling procedures may include:
starting a forklift
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:
visual check of forklift
checking and topping up of fluid levels
checks of tyres
checks of operation of forklift lights and indicators
checks of brakes
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 protection 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 equipment
operations and service record book or log
workplace procedures and policies for the operation of forklifts
supplier and/or client instructions
ADG Code and 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
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
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
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| S2438 | TDTD1097B | Operate a forklift | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| D5066 | TLID2010A | Operate a forklift | Unit of competency |
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