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www.easyguides.com.auNational Licence
RTO-VET Learning Materials
FORKLIFT TRUCKLEARNER WORKBOOKTLILIC0003Licence to operate a forklift truck
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Language – Literacy – Numeracy (LLN) ................................................................. 4
How to get the most out of this book ..................................................................... 5
Things to consider when learning ........................................................................... 6
Learning support materials ................................................................................... 7
Learning and practical tasks .................................................................................. 8
What is a forklift truck? ........................................................................................ 9
Basic forklift concepts ........................................................................................ 10
Introduction to high risk licensing .................................................................. 13
New National Vocational Education and Training (VET) licensing pathway .................. 14
Training and assessment requirements ................................................................. 15
Record of training logbook .................................................................................. 16
Who has a duty of care? ..................................................................................... 17
Where to find licensing information ...................................................................... 18
Introductory training exercise ............................................................................. 19
Chapter 1—Plan Work ..................................................................................... 23
Practical Task 1 .......................................................................................... 47
Practical Task 2 .......................................................................................... 49
Chapter 2—Conduct Routine Checks ............................................................... 53
Practical Task 3 .......................................................................................... 71
Chapter 3—Shift Load ..................................................................................... 73
Practical Task 4 .......................................................................................... 99
Chapter 4—Shut Down and Secure Forklift Truck ...........................................101
Practical Task 5 .........................................................................................109
Thank you .......................................................................................................111
Continuous improvement form ..........................................................................112
Contents
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Licensed trainer:
• Can check your workbook answers
• Share knowledge and experience
• Demonstrate and check practical training activities.
Information book:
• Find information to help do training tasks
Other learners:
• Share knowledge
• Demonstrate skills
• Group training exercises.
Other resources:
• The internet
• User manuals
• WorkSafe.
Learner’s own experience:
• On-the-job experience
• Other training.
How to get the most out of this bookAs a trainer you know there are many ways a learner can find information to complete the training tasks in these learning materials. Below are some examples.
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Counterbalance forklift truckReach truck
(non-counterbalance) forklift
Double-deep reach truck Truck mounted forklift truck
Rough terrain forklift truck Articulated narrow aisle forklift truck
What is a forklift truck?A forklift is a powered industrial truck used to lift and move loads. It has a mast and an elevating load carriage with a pair of fork arms or other load-holding parts.
As you can see below, there are different types of forklifts. The most common forklift is the counterbalance truck.
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Think of a counterbalance forklift truck as being like a see-saw. If you put too much weight on one end it tips over.
All the weight behind the point of balance acts as a counterweight.
Basic forklift concepts
Point of balance (fulcrum)
The most common forklift is the counterbalance type.
This means they carry the load on the front mounted tynes and use all the weight behind the front wheels to counterbalance the load.
The point of balance on a forklift is called the fulcrum. Think of it as a vertical line through the axle of the front wheel, where the line meets the ground.
Fulcrum
Counterweight
Fulcrum
Load
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The stability triangleA forklift has a three-point suspension that is called the stability triangle.
The stability triangle is formed by the front axle (drive wheels touching the ground) and the centre point mount in the middle of the rear (steering axle).
The forklift centre of gravity must stay within the stability triangle
ALWAYS KEEP THE CENTRE OF GRAVITY INSIDE THE STABILITY TRIANGLE
If the centre of gravity goes outside either side of the triangle the forklift will tip over sideways (lateral tipping).
If the centre of gravity goes outside the fulcrum (forward point of balance) then the forklift will tip lengthways (longitudinal tipping).
The centre of gravity in the stability triangle is like a ball floating in water and can easily move. The centre of gravity moves by the driver lifting, lowering, tilting, turning, accelerating, braking, and driving over uneven ground. Any of these movements done too quickly can send the centre of gravity outside the stability triangle.
Some causes include:
• Overloading the forklift
• Braking too hard
• Sudden tilting forward of a high load
• Shifting load centre.
Some causes include:
• Driving too fast (especially without a load)
• Turning too fast
• Turning on an incline
• Travelling with a raised load.
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Chapter 1
Plan Work
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Above head height
Ground level to eye level
Ground level (and below)
b) Tick any of these hazards you may have come across in past or present workplaces.
Theory Training Task 1Performance Criterion: 1.5
a) Give examples of hazards you should look for before you begin work.
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b) How could the people in this picture be a hazard if you were using a forklift near them?
c) Can you think of ways to ensure these people do not get in the way of the forklift?
Theory Training Task 2Performance Criterion: 1.5
a) Circle all the hazards (dangers) you can find in the picture below.
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b) Can you explain why the ground conditions would be a hazard?
c) Why might other vehicles be a hazard if you are driving a forklift?
Theory Training Task 3Performance Criterion: 2.3
a) Circle all the hazards (dangers) you can find in the picture below.
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Theory Training Task 4Performance Criterion: 1.4, 1.5
a) Circle the eight (8) hazardous work practices you can see in the worksite picture below.
b) If you notice these hazards (or others) taking place what should you do?
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Theory Training Task 6Performance Criterion: 1.5
a) Circle which would be considered an enclosed or poorly-ventilated area.
freezer carpark
shed cold storage room
b) Why do you think you shouldn’t use a petrol forklift truck in a small freezer room?
Theory Training Task 5Performance Criterion: 1.5
a) What is rear-end swing?
b) Who do you think is most at risk from forklift rear-end swing?
Theory Training Task 7Performance Criterion: 1.5, 2.3
Check the safe working distances for powerlines in your state or territory. How many metres is the NO GO zone for distribution lines on poles in your state or territory?
The NO GO zone for
(state/territory)
is metres.
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Theory Training Task 8Performance Criterion: 1.2, 1.5, 2.3
a) What kind of forklift truck do you use on rough ground?
b) Where can you find out more information about the right forklift to use?
Theory Training Task 9Performance Criterion: 1.5, 2.3
What is the recommended Lux (light level) for safe forklift work in a warehouse?
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Theory Training Task 10Performance Criterion: 2.3
What kinds of things should you plan for before using a forklift? List three.
Theory Training Task 11Performance Criterion: 2.3
What are some examples of information that a Safety data sheet (SDS) previously called a Materials safety data sheet (MSDA) tells you?
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Element 1 — Plan Work TLILIC2001 – Licence to operate a forklift truck
Performance Criterion: 1.5
Hazard control measuresWhat are hazard control measures?
They are actions you take to control or prevent a danger that can injure (hurt) you. Use controls to reduce the risk to workmates and property. Set up the hazard controls before you start the task. The hierarchy of hazard control tells you the steps to take so you can reduce the danger from hazards.
A risk is the chance of a hazard injuring a person. In other words, what is the chance of the hazard hurting you?
Theory Training Task 12Performance Criterion: 2.3, 2.9
a) What is a Safe Work Method Statement (SWMS) used for?
b) What other forms could you use to show how you will control a hazard?
Safe work method statementThis SWMS is site-specific statement that must be prepared before any high-risk construction work is commenced.
Person responsible for ensuring compliance with this SWMS:
Date:
High-risk job: Location:
What are the tasks involved? What are the hazards and risks? How will hazards and risks be controlled? (describe the control measures and how they will be used)
Think about the worksite and each stage of the project, including preparation and clean-up.
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TLILIC2001 – Licence to operate a forklift truck Element 1 — Plan Work
Theory Training Task 13Performance Criterion: 2.3
a) List the six levels of the Hierarchy of Hazard Control.
b) What is the first thing you should try if you find a hazard?
1. 2. 3. 4. 5. 6.
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b) Circle the two (2) items that must be worn on every work site when using a forklift.
Theory Training Task 14Performance Criterion: 2.3
Label the personal protective equipment in the picture below.
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Theory Training Task 15Performance Criterion: 2.3
Give an example of why you might have to wear each of the following.
Safety shoes Hard hat Ear protection
Face mask Safety glasses Gloves
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Theory Training Task 16Performance Criterion: 2.5, 2.7
a) Where can you find out the rules, regulations and information about using a forklift safely? List three.
b) What kinds of information might you find in the operator’s manual? List three.
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A four wheel drive (4WD) forklift Enclosed space
A battery (electric) powered forklift Elevated load destination
LPG powered forklift Indoor work area
Telehandler or reach truck Rough terrain
Theory Training Task 20Performance Criterion: 1.2, 1.3
a) Draw a line to match the forklift truck with the work area you think it is best suited for.
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b) What do you think would happen if you used an electric forklift truck on uneven, muddy ground?
c) Why is it dangerous to use a combustion engine forklift in a confined space?
Theory Training Task 21Performance Criterion: 1.3
a) What could happen if you use a forklift on rough terrain and it’s not suited for it?
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Theory Training Task 23Performance Criterion: 1.5
List some steps you can take to reduce risk to other people, machinery and equipment.
Theory Training Task 22Performance Criterion: 1.4
a) Why is it important to decide on an agreed travel plan/path before moving a load?
b) Give an example of something you need to think about when planning your travel path. Explain your answer.
Performance Criterion: 1.4
Plan your path of movementBefore you start the job, look at the work area and plan the path you will take. This helps lower the chance of injuring workmates or damaging equipment and property.
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Key
Other equipment
Racking/Shelving
People
Pedestrian walkway
Theory Training Task 24Performance Criterion: 1.1, 1.4
Inspect the picture below.
a. Draw a line to show a safe path for you to drive the forklift truck to the load.
b. Draw another line to show how you would move the load to the truck.
c. Place a small circle where you might use your horn to warn people of your approach.
Forklift Truck
Load
Truck
Entrance/Exit
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Theory Training Task 25Performance Criterion: 1.7, 1.8
a) List at least three (3) ways you might have instructions communicated to you in the workplace.
b) Do you have to obey signs in the workplace? Tick the correct answer.
Only if you think they are important.
Only if there is anyone watching.
Yes, always. They are there to keep everyone safe.
Performance Criterion: 1.5, 2.1
CommunicationIt’s important to communicate with your workmates when you are on a work site. There are many ways you can communicate. You may need to read things like work permits and written instructions.
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Theory Training Task 26Performance Criterion: 1.7
When would you use hand signals to communicate?
Theory Training Task 27Performance Criterion: 1.7
a) Who is the first person you should speak to when an unsafe incident occurs?
b) Where can you find information about what you should do when an incident occurs?
Theory Training Task 28Performance Criterion: 1.7, 3.4
a) Where can you find your worksite’s emergency procedures?
b) In an emergency, such as a fire, what are the general steps you might take?
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