FORKLIFT TRAINING MANUAL TLILIC0003 Licence to operate a forklift truck START TRAINING GROUP 🕿 (03) 9756 0244 🖳 [email protected] LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 2 of 107 Approval Date: 19/09/2024 INTRODUCTION To drive a forklift truck in Australia you must hold a National Forklift Licence. This manual has been produced by Start Training Group to assist you in gaining your Forklift Licence. ● All applicants must be 18 years of age or over. ● Current Photo Identification (Driver's Licence, passport, Key Pass) is required at time of testing. If there is anything in this manual that you do not understand please feel free to contact our student welfare officer on: Ph: (03) 9756 0244 or Email: [email protected] Refund Policy Please note that 5 full business days’ notice is required for any cancellations or rebooking. ● If at least 5 days’ notice is given, then a full refund will apply. ● If less than 5 days’ notice is given, then the deposit paid is not refundable and the full cost of the course may apply. Please refer to the Student handbook for further information related to Start Training’s policies and procedures. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 3 of 107 Approval Date: 19/09/2024 LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 4 of 107 Approval Date: 19/09/2024 Table of Contents Legislative requirements for High Risk Work (HRW) 7 Element 1 - Plan Work / Task 11 Before work can begin 13 What hazards are in the area 14 Hazard prevention and control 21 Communication 24 Element 2 - Prepare for work / task 28 Principal forklift parts 30 Daily inspection checklist 33 Starting your forklift 34 Element 3 - Perform work / task 45 Determining load weight 47 Load centre distance 49 Hazard control 52 Forklift dynamics 54 Operating a forklift 57 Emergency situations and procedures 70 Element 4 – Pack up 73 Parking the forklift 75 Shutting down the forklift 76 Securing the forklift 77 Reporting and recording faults 77 Appendix A 81 Appendix B 85 Appendix C 87 Appendix D 89 Appendix E 93 Appendix F 97 Appendix G 101 LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 5 of 107 Approval Date: 19/09/2024 LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 6 of 107 Approval Date: 19/09/2024 Legislative requirements for High Risk Work (HRW) Legislative requirements for High Risk Work (HRW) licence applicants. When can I drive a forklift? To drive a forklift in Australia you need to have a forklift (LF) endorsed HRW (High Risk Work) Licence issued by WorkSafe. This is a nationally recognized and will allow you to drive a forklift in all states and territories in Australia. How we safely operate the Forklift is controlled by several legal documents. Sources of workplace safety information are: ● ● ● ● ● ● ● ● ● Legislation and regulations Relevant Australian standards Management plans Noticeboards Signage Manufacturer’s instructions Operations manual OHS workplace representative Site policies and procedures When inspecting a new work environment, you might look for: F I R S T Fire fighting and first aid equipment Information about job Risk control measures; signage, barricades, exclusion zones Suitable racking Traffic management plan You are a new HRW Forklift licence holder what does your employer have to provide before you can start work with an unfamiliar forklift? S I T Supervision Instruction / Information Training LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 9 of 107 Approval Date: 19/09/2024 Legislative requirements for High Risk Work (HRW) licence applicants. Responsibilities of a HRW licence holder. As a worker you have a “duty of care”. What does that involve? While at work, an employee must look after the health and safety of themselves and others. This is achieved by the following: ● You must follow site policies and procedures ● You must not misuse anything provided in the workplace; like the forklift Failure to do so could result in you being penalized under the WHS regulations. This may result in: ● Your licence being suspended ● Your licence being cancelled ● The regulator (WorkSafe) may refuse to renew the licence. ● You may be directed to obtain a reassessment to determine competency. ● prosecute Responsibilities of your employer To ensure the health and safety of workers, an employer must undertake the following actions: ● ● ● ● ● To provide a risk-free work environment To provide safe, well-maintained forklifts To provide safe site policies and procedures Provide adequate facilities, e.g.: toilets, lunchroom Ensure the safe use, handling and storage of plant, structures and materials LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 10 of 107 Approval Date: 19/09/2024 Element 1 - Plan Work / Task Planning - Before work can begin Before work can begin Before we can begin any forklift work, we need to understand several things that are not workplace hazards: ● ● ● ● ● ● ● ● ● ● ● How much weight can I put in the racking? Is the racking suitable? Are there any site procedures or company policies that I need to follow? What is the availability of the forklift? What is the nature of the load? How much does it weigh? What type / capacity of the forklift and attachments do I need? What is the method of attachment for the attachments? Where are the emergency exits, first aid equipment and firefighting equipment? What hazards are in the area I am going to work in like? How do I control those hazards? Do I need to speak with any relevant site personnel? How am I going to communicate in the workplace? A good way to remember this is by thinking of the words FIRST CLASS: ● ● ● ● ● F I R S T Firefighting and first aid equipment Information about job Risk control measures; signage, barricades, exclusion zones Suitable racking Traffic management plan ● ● ● ● ● C L A S S Communication methods Location of the task Available forklifts Specifics of the task Site inspection Some extra considerations: ● ● ● ● ● Characteristics of the load Capacity of the forklift Attachments required Route of travel Characteristics of the load LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 13 of 107 Approval Date: 19/09/2024 Planning – What is the task I am going to do? The first thing we need to understand is what type of work am I going to do: ● ● ● ● Will it be indoors or outdoors? Will it be a concrete or dirt surface? How big are the loads? Am I loading into racking or onto a truck or something else? Suitability of forklift truck and attachment working load limit (WLL) is determined for the load/s and work/task requirements in accordance with manufacturer requirements and workplace procedures Planning – What hazards are in the area I am going to work What hazards are in the area What is a hazard? A hazard is anything or any situation that may cause injury or harm. In other words, it is ‘anything’ or any action that can hurt or injure you or anyone around you. What is a Risk? A risk is the chance of a hazard hurting someone. Under our ‘Duty of Care” we have a responsibility to act in a safe manner for ourselves and anyone around or near us. (See Appendix D for more information) Who in your workplace could you ask about workplace hazards? Who: ● ● ● ● ● Supervisor Safety officer Other workers Workplace Engineers (where applicable) Managers who are authorised to take responsibility for the workplace operations. ● Health and safety representatives ● Work Health and Safety Committee members Why do we need to ask about workplace hazards? ● To understand any workplace policies and / or site-specific procedures ● To identify and be aware of any workplace specific hazards / ground conditions ● To identify hazards and controls LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 14 of 107 Approval Date: 19/09/2024 Planning - What hazards are in the area I am going to work The most common types of hazards we will encounter in most workplaces are: UP HIGH - Roller door clearances Electric lines - Overhead service lines Wind and bad weather conditions EYE LEVEL - Pedestrians Dangerous materials Buildings Vehicle traffic Blind corners Poorly lit areas - Plant and equipment Obstructions Surrounding structures Access and Exit points Other equipment Confined spaces Stock protruding from racking DOWN LOW - Underground services - Spills Debris - Weight bearing ability Slopes - Loading dock edges Surface condition: - (wet, concrete, dirt, bitumen, ice, backfilled ground, railway tracks.) OTHER - Environmental – (Extreme weather, wind, lightning, extreme heat, UV exposure) Pressure washers chainsaws LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 15 of 107 Approval Date: 19/09/2024 Planning - What hazards are in the area I am going to work Hazardous work practices Not all hazards are environmental. We or other workers in the area sometimes cause them. These kinds of hazards may need to be reported or controlled. ● ● ● ● ● ● ● ● ● Working in inadequate light Stock badly stacked Driving equipment to fast Smoking near refueling stations Not using pedestrian walkways Not wearing protective clothing Hazards not barricaded off or contained Using petrol, gas or diesel equipment in poorly ventilated areas. Work area operating surface is not assessed to determine suitability for operational use of forklift truck in accordance with workplace procedures If you feel the area is unsafe to work in DO NOT START WORK. Report the situation to your supervisor or manager. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 16 of 107 Approval Date: 19/09/2024 Planning - What hazards are in the area I am going to work ‘What is Rear End Swing’ Many accidents in the warehouse can be attributed to Forklift ‘rear end swing’ or ‘tail swing’. It is the action of the rear wheels of the forklift truck swing outside the line of the front wheels whilst turning. The rear end swinging fast has a higher chance of colliding with any surrounding structures, equipment or pedestrians in the area. If full lock is used when turning a Forklift truck, you should remember that the rear of the machine could hit someone or something. If you are travelling at 3kph then the rear of the machine will swing at 10kmh. Note that on order pickers and reach forklifts the rear wheels are nearly in the middle of the machine so that ‘front end swing’ is nearly as fast and dangerous as ‘rear end wing”. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 17 of 107 Approval Date: 19/09/2024 Planning - What hazards are in the area I am going to work Poor Ventilation As many Forklift Trucks are petrol, gas or diesel powered you need to understand that if you are working in an area with restricted airflow then you may be overcome by the exhaust fumes. This can be fatal. This means you can die from breathing in toxic fumes! The following areas would be considered as a having restricted airflow areas and an electric forklift should be used: ● ● ● ● ● ● A freezer A cold storage room A container A shed A storeroom Any other small area Weather We need to obtain a weather forecast when planning the days operation? ● To help plan the work environment ● To help plan suitable risk control measures ● Helps to schedule work activities Weather hazards that could affect forklift operations. ● ● ● ● ● ● ● LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Wet and slippery conditions Heat and sun exposure Strong winds Smoke Snow or ice Limited visibility Extreme heat Start Training RTO 22381 Page 18 of 107 Approval Date: 19/09/2024 Planning - What hazards are in the area I am going to work Power line clearances As Forklift Trucks often work outside near electric lines, WorkSafe requires you to know the legal requirements for working around electric lines. In Victoria, the regulations state that you must use a qualified spotter to work within the following distance: ● Power Poles – 3m up to 6.4m away with a qualified spotter. Outside 6.4m no spotter is required. ● Power Towers – 8m up to 10m away with a qualified spotter. Outside 10m no spotter is required. Power Poles (Distribution) Towers (Transmission) In other States these clearances may change. If working interstate, you need to check these clearances with the relevant authority. Qualified Spotters Qualified Spotters for overhead electrical lines will have completed an electrical spotter training course by a registered training provider and be competent in the following areas: ● the operation and uses of the equipment/plant being used ● the hazards posed by overhead electrical assets. The qualified spotter must also carefully position themselves so they can monitor the distance between the equipment and the lines, and must provide early and effective warning to the equipment operator of any potential encroachment on the No Go Zone. Electric line voltages To determine the voltage of electric lines in your work vicinity you need to contact the local power authority for advice. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 19 of 107 Approval Date: 19/09/2024 Planning - What hazards are in the area I am going to work In Victoria there are several things used as a visual system to warn people about power lines. ● ● ● ● ● Tiger Tails’ Safety warning / danger signs Power line marker balls Markers of different colours Painting the lower section of the pole If you come into contact with electric lines you need to: 1. Warn others to stay away 2. Try to break contact with the power lines 3. If safe to do so stay on the forklift. If unsafe you must leave the machine, jump clear ensuring you don’t have contact with the vehicle and the ground at the same time, landing with your feet together and then continue to jump or shuffle with your feet together until you are at least 8 metres clear of the vehicle. 4. Repot to management, power company and safety regulator. 5. Do not use the forklift until it has been checked by a technician. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 20 of 107 Approval Date: 19/09/2024 Planning - Hazard prevention and control Hazard prevention and control Once you have identified hazards in your workplace you need to decide how to deal with them before you start work. In some cases, it might be as simple as clean up the mess or move the hazard. In other cases, though you may need to consult with and report the hazard to: ● Safety officer ● Workplace Engineers (where applicable) ● Supervisor ● Other workers ● Managers who are authorised to take responsibility for the workplace operations Hierarchy of Hazard Control The reason for this is so that you understand any workplace policies and/or site-specific procedures that need to be adhered to so that the correct hazard controls will be used. Once consultation with workplace person/s is established and maintained, use a clear workplan consistent with site requirements in accordance with safe work procedures. Depending on your workplace you may have to fill out paperwork to show how you will control hazards. This may include: ● Job Safety Analysis (JSA) ● Safe Work Method Statement (SWMS) ● Or other paperwork. Regardless of what paperwork needs to be done hazard control methods must be put into place before you start work to prevent injury/harm to personnel or damage to equipment and/or property. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 21 of 107 Approval Date: 19/09/2024 LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 22 of 107 Approval Date: 19/09/2024 Planning - Hazard control measures In the workplace for pedestrian, other workers, vehicles or mobile plant safety are: ● ● ● ● ● ● ● Warning signs Barricades Pedestrian exclusion zones Vehicle exclusion zones Traffic management plan Flashing hazard lights Flag person Travel Route / Path of Movement It is important to inspect your work area for potential hazards and decide on the safest path to take when moving your load and operating the forklift truck. In many workplaces they may already have a Traffic Management Plan in place to control how traffic moves in the warehouse or work area Traffic management plans will include: ● ● ● ● ● ● ● ● ● ● ● Work areas are assessed and managed in accordance with workplace procedures. What hazards are present? (People, stock on the floor etc.) Where will you have to stop/ relocate the load to? Where should you slow down? Where should you sound the horn? Will you need to reverse? Is ventilation adequate? Is there adequate lighting? What is a safe speed? Is the ground surface suitable? What hazard control measures need to be implemented and maintained in according to workplace procedures LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 23 of 107 Approval Date: 19/09/2024 Planning - Hazard control measures Effective traffic management Whilst operating the forklift truck it is important to reduce the risks to people working around you. So, you will need to let people know you are working in the area and control their movements. This can be done by: ● Posting signs ● Erecting barriers / barricades ● Using a flag person to control the flow of traffic. Insufficient lighting If you are working at night in a darkened area such as: ● A storeroom ● A container ● Or other dimly lit areas You are required to obtain adequate lighting across the entire area, enough for the forklift to safely conduct its operations. If you find a hazard in your work area that you cannot control you need to report it immediately to a supervisor (relevant person/s in accordance with workplace procedures). Note: - All risk control measures need to be in place and reported before commencing work or as soon as a hazard is identified whilst working (accordance with workplace procedures). LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 24 of 107 Approval Date: 19/09/2024 Planning - Communication Communication In every workplace communication is very important in working safely and effectively. Your workplace may have a communication procedure in place. There are several ways in which people may communicate with you or other site personnel. They may include: ● ● ● ● ● ● ● ● ● Eye contact Verbal (listening and asking questions) Written instructions (such as JSA’s or operating procedures) Signage Appropriate worksite protocols Warning devices Two-way radio Prestart meeting Hand signals If you are given a signal by a co-worker and it is unclear or communication stops, what should you do? ● Stop and ask for clarification of the signal Planning - Forklift Capacities Once we have decided what type of forklift is right for the task, we must determine that is has the right capacity / capability to perform the task required. To decide this, we must understand what the Data Plate on every forklift tells us. Data Plate The data plate is usually located beside the driver’s seat or on the dashboard, where it can easily be read by the driver whilst operating the machine. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 25 of 107 Approval Date: 19/09/2024 Planning - Forklift Capacities All forklift trucks in Australia are required by law to have a legible data plate attached to the machine. This is so that the operator can easily and quickly determine the load capacity of the machine they are about to operate. If the forklift does not have a data plate, or is unreadable, do not use it. ● ● ● ● ● Stop, do not operate the forklift Tag out of service Isolate – take the key Record in the forklifts’ logbook Report to your supervisor The Data Plate gives us numerous important facts about the machine. It tells us the machines rated capacity. This means: ● ● ● ● The maximum load that can be carried To what height can that load be carried and/or lifted and, At what load center distance as shown on the data plate (load chart). How much mast forward tilt can be used It may also tell us other information such as: ● ● ● ● ● What attachments can be used Tyre pressure Weight of the machine Weight of the battery The model and year of manufacture of the machine LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 26 of 107 Approval Date: 19/09/2024 Planning - Forklift Capacities Load Centre Distance To properly understand what the data plate is saying regarding the machines lifting capacity we must understand the concept of ‘Load Centre Distance’. Load Centre Distance is defined as “The distance measured from the vertical face of the forks to the load’s centre of gravity.” Some forklift data plates may also have a load centre distance for height, which is the distance measured from the bottom of the load to the load’s centre of gravity. All forklift trucks in Australia are re-rated at a 600mm Load Centre when they are imported into Australia because the standard size pallet used throughout Australia is based on a ‘chep’ pallet. They are approximately 1200mm x 1200mm in size thus having a load center distance of 600mm. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 27 of 107 Approval Date: 19/09/2024 Planning - Forklift Capacities Load Centre Distance (continued) Most palletized loads are square and evenly stacked in which case the load center will be in the center of the load. Therefore, if the load is picked up hard against the vertical face of the forks, the Load Centre distance will be half the length of the load. (This is 600mm in the case of a ‘chep’ pallet). But, if the load is unusually shaped, has been stacked heavier at the front than the back or the pallet is not hard up against the vertical face of the forks then the loads center of gravity will be moved forward thus increasing the load center distance which may ● reduce the forklifts capacity. ● or affect the stability of the forklift If your forklift is rated at 3,000kg at 600mm load centre, which of the following loads can be lifted safely? LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 28 of 107 Approval Date: 19/09/2024 Element 2 - Prepare for work / task Forklift Parts LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 31 of 107 Approval Date: 19/09/2024 Principal forklift parts LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 32 of 107 Approval Date: 19/09/2024 Forklift Parts Principal forklift parts continued LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 33 of 107 Approval Date: 19/09/2024 LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 34 of 107 Approval Date: 19/09/2024 Principal Forklift Parts Forklift truck safety guards There are three safety guards on the forklift truck to protect you. Overhead guard Protects the operator from falling objects Load guard / Backrest Stops the load from hitting the mast and protects the driver Foot guard Protects the operator’s feet LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 35 of 107 Approval Date: 19/09/2024 Daily inspections Daily inspection checklist As an operator you will be required to check / accesses the forklift for safe operation prior to use in accordance with manufacturers requirements and workplace procedures. Before use complete a daily check sheet to record any faults that you may find and read the forklift operators manual. Daily check sheets allow you to: ● Record defects ● Record routine maintenance ● Record any other work that needs to be done. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 36 of 107 Approval Date: 19/09/2024 Daily inspections For your safety it is important to make sure the forklift is in proper working condition and safe to use before attempting to use it. There are two checks that must be done. They are: 1. Pre-Start checks (Visual walk around and fluids check) 2. Start-up checks (Once on the forklift) Details of what operational checks can be found in the: ● Operators Manual ● Manufacturers Handbook Starting your forklift Pre-start checks Before starting your Forklift, it is important to walk around the machine and do a visual check. Things you should check are: ● ● ● ● ● ● ● ● ● ● ● Forks are not damaged or cracked Mast and Hydraulics are not damaged or leaking All guards (load guard/backrest, foot guard and overhead guard) Tyres /wheels are ok Seat / seatbelt are not damaged The data plate is attached and readable Battery not leaking or damaged No Danger / out of order tag is attached There are no leaks The operator’s manual and logbook are available for the correct forklift Fluids (oils and water) LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 37 of 107 Approval Date: 19/09/2024 Daily inspections If during your visual check you notice any major faults such as hydraulic leaks, structural damage or missing data plates you must (STIRR): ● ● ● ● ● Stop, do not operate the forklift Tag out of service Isolate – take the key Record in the forklifts’ logbook Report to your supervisor As part of your visual check, you had to make sure the data plate was attached and readable. This is very important, as this is what tells you how much load the forklift can carry, at what load centre and to what height you can operate the machine. If there is no data plate attached or it is unreadable it is illegal to drive the machine. You must (STIRR): ● ● ● ● ● Stop, do not operate the forklift Tag out of service Isolate – take the key Record in the forklifts’ logbook Report to your supervisor Pre-start checks must be carried out and any damage and defects are reported, recorded and appropriate action is taken in accordance with safe work procedures and manufacturer requirements Do Not Use the forklift until it has been repaired and is safe to use. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 38 of 107 Approval Date: 19/09/2024 Daily inspections Controls Although most forklifts have a similar layout for their controls there are several machines on the market that have very different layouts and control functions. It is important to consult the operator’s manual for your forklift before operating it. Below is an example of the control layout for a typical Counterbalance Forklift Truck. Steering Wheel Light switch Gear lever (Hidden from view) Mast Up / down lever Mast Tilt Lever Handbrake Mast Side shift lever LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 39 of 107 Approval Date: 19/09/2024 Brake pedal LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Accelerator Pedal Start Training RTO 22381 Page 40 of 107 Approval Date: 19/09/2024 Daily inspections Fluids (Pre-Start checks) On a forklift there are several fluids that need to be checked: 1. 2. 3. 4. 5. 6. 7. Brake Fluid Hydraulic Fluid/ Power steering fluid Battery Electrolyte level in each cell Gas / petrol / diesel Transmission fluid Engine Oil Coolant Battery Many forklifts are battery operated. It is important to maintain the battery in a good condition, as they are expensive to replace. When doing your visual checks, you need to make sure that the battery is: ● ● ● ● ● Note: Not damaged or leaking. Is fully charged. The terminals are clean and undamaged. The electrolyte is at the correct level. The battery is secured properly. Some employers will not want you to do anything with the battery unless you have received the appropriate training. Always wear the appropriate PPE when checking batteries. When connecting and disconnecting the battery from the charger always make sure that everything is turned off – especially the charger as batteries give off explosive gases when they are being charged and these can build up in an enclosed space over time. These gases must be ventilated to avoid build up which may cause explosions. DO NOT SMOKE NEAR A CHARGING BATTERY LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 41 of 107 Approval Date: 19/09/2024 LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 42 of 107 Approval Date: 19/09/2024 Daily inspections Gas Bottle checks A lot of forklifts operate on LPG gas which is contained within a gas bottle mounted to the rear of the Forklift. It is important to check for: ● ● ● ● ● ● Any gas leaks. The general condition of the system. The security of the system. The tank is in date. The forklift has a gas compliance plate. The pressure relief valve is positioned at the top. Refueling / Changing gas bottles Only properly trained and authorised personnel are permitted to change gas cylinders and/or batteries, and to charge batteries. (See Appendix B) Fuel system checks If the forklift has a petrol or diesel engine you need to ensure that there are no fuel leaks. If a fuel leak is suspected or detected do not start the forklift. You must immediately: ● ● ● ● ● Stop do not operate Tag out of service Isolate effectively isolate it so it cannot be used (Remove key) Record the fault in the logbook. Report the fault to an authorized person. If the machine is diesel operated you may need to consult the manual for information on further checking the fuel and exhaust systems e.g. air filter and fuel filter elements may need to be checked. NEVER REFUEL A RUNNING FORKLIFT it could ignite the fuel and result in a fire. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 43 of 107 Approval Date: 19/09/2024 Daily inspections Tyre and wheel checks It is important to maintain the stability of the forklift that all tyres are inflated to their correct pressure, in good condition and free of punctures. What do we check? ● ● ● ● ● ● ● ● No large pieces of rubber missing. Tyre not worn down. Wear is even. No flat tyre No damaged sidewall To make sure tyres are securely fitted Wheel nuts must be all secured Underinflated tyre Wheel nuts must all be secured, and rims must be in good condition free of dents and damage. Attachment checks Forklifts can be fitted with a variety of attachments to assist in moving various types of loads. Attachments must be: ● The attachment is attached and used in accordance with the Attachment Instructions and Instruction Manual. Follow the Manual, and read the Instructions. ● The right type for the forklift and loads and should be stated on the Data Plate. ● That it is correctly fitted and secured to the forklift by a suitable locking device or pins. Beware: Fitting of an attachment may reduce the load capacity of the forklift because of increased Load Centre Distance. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 44 of 107 Approval Date: 19/09/2024 Daily inspections Some common attachments used on forklifts are: Fork extensions Carpet spike/ Roll prong Safety cage / Work platform Jib Drum clamp / rotator Fork tines Bin tipper LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Load spreader Start Training RTO 22381 Page 45 of 107 Approval Date: 19/09/2024 Daily inspections Safety cage / Work platform If you are going to lift someone in a safety cage / work platform you must: ● Ensure that the safety cage is approved and has a data plate attached to it. ● That you remain at the controls of the forklift whilst someone is in the safety cage. ● That the forklift be in neutral with the handbrake applied whilst the safety cage is raised. ● That you do not drive with the safety cage in the air. It must be lowered each time you need to move to another position. ● You are not allowed to use a stepladder or other device inside the safety cage to gain extra height. Jib What hazards are associated with using a jib? ● Reduced stability from the load swinging / moving and changing the loads centre of gravity LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 46 of 107 Approval Date: 19/09/2024 Starting the Forklift Getting on and off the forklift Most forklifts are mounted from the left side to avoid bumping the mast controls by accident. We also should use three bodily points of contact (foot, hand, hand) to avoid slipping or falling off ● Make sure you have read the operators manual. ● Check it doesn’t have an out of order tag on it. ● Check the battery has enough charge or there is enough fuel. ● Check the brake is applied. ● Visually check the forklift for damage, leaks and wear. ● Check the area is clear. Once you have started the forklift conduct, your start-up checks. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 47 of 107 Approval Date: 19/09/2024 Starting the Forklift Start-up checks When you have started your forklift there are several further checks that must be done. The following tests/ checks need to be performed: ● ● ● ● ● ● ● ● ● ● ● Lights if fitted Sounds Hydraulics Levers Forward and reverse functions operate. Steering is in working order. Brakes are working. Gauges are working. If electric, the emergency cut out switch is working. Warning devices (Flashing light) Reverse buzzer and horn Once you have started the forklift listen to see that there are no unusual noises or vibrations as this may indicate that there is a problem or fault. If you detect any fault or hear any abnormal noise you should: ● ● ● Stop do not operate Tag out of service Isolate effectively isolate it so it cannot be used (Remove key) ● Record the fault in the logbook. ● Report the fault to an authorized person. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 48 of 107 Approval Date: 19/09/2024 Element 3 - Perform work / task Load weight Determining load weight In our pre-operational checks, we read the data plate on the forklift to determine how much weight the machine could carry. Before picking up or moving a load we need to also determine how much the load may weigh. This can be done in several ways: 1. By reading the consignment note or weighbridge docket or other documentation that came with the load. 2. Weighing the load. 3. By calculating the weight of the load. 4. The load weight may appear on the load itself or on the packaging in which it is delivered and transported. 5. Check inventory systems Consignment Notes A consignment is usually sent with most deliveries and is issued by the carrier as a record of what has been sent. It will usually contain information on: ● ● ● ● ● Pallet control. Number of items. Description of items. Who is to receive the items? A place for the receiver to sign to say they have received the goods. ● The weight of the pallet load or the individual items. Weighbridge dockets A weighbridge docket can be used if the delivery truck has been over a weighbridge and had the load weighed. Weighbridge dockets are only useful if there is only one item (i.e. one large crate) on the truck as the docket only gives the total weight of the load, not individual pallet weights. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 51 of 107 Approval Date: 19/09/2024 Determining load weight Calculation Calculation is probably the most common method used by operators. It can be as simple as identifying the weight of one item on the pallet and multiplying that weight by the number of items on the pallet (if all are the same). Example 1. If one box on the pallet weighs 10kg and there are 20 boxes on the pallet, and your pallet weighs 30kg - then the calculation looks like: 10kg x 20 = 200kg 200kg + 30kg = 230kg total weight Example 2. You have 4 drums of water on the pallet. Each drum weighs 135kg. The pallet weighs 30kg. The calculation will look like: 4 x 135kg = 540kg 540kg + 30 = 570kg total weight Example 3. There are 6 cartons to a layer. There are 3 layers on the pallet. Each carton is 15kg. The pallet weighs 30kg. The calculation will look like: 6 x 3 = 18 cartons 18 cartons x 15kg = 270kg of cartons 270kg + 30kg (pallet) = 300kg total weight LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 52 of 107 Approval Date: 19/09/2024 Load Centre Load centre distance Once we have determined how much the load weighs, we then must check our ‘load centre distance’ to confirm that the load is within our rated capacity. As mentioned earlier Load Centre distance is defined as “The distance measured from the vertical face of the forks to the loads center of gravity Remember: If you increase the Load Centre distance you will reduce the lifting capacity of the Forklift. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 53 of 107 Approval Date: 19/09/2024 Load Centre Distance Load Centre distance calculations The machines below are rated at 2000kg at a 600mm Load Centre a) If the load to be moved weighs 2400kg which forklift could move the load? None of the machines can lift the load as they are all rated at a 2000kg maximum. b) If the load to be moved was 2000kg which forklift can lift the load? ‘B’ can lift the load as it has a load centre of 600mm and ‘C’ can lift the load as it has a load centre of 500mm and they are rated to 2000kg at a 600mm Load Centre as. ‘A’ cannot lift the load as the load centre is 700mm which is greater than the 600mm rating. c) If the load was 2000 kg can Forklift ‘C’ lift the load? Yes, the load is within the 2000kg that the machine is rated for; the load has a load centre of only 500mm which is less than the rated load centre of 600mm so the machine can safely lift it. d) If the forklift is rated at 2200kg at a 600mm load centre and we try to lift a 2200kg load with a load centre greater than 600mm what will happen to the forklift. The Forklift will be overloaded and possibly tip forward. It is important for your safety to understand load centre distance and how it affects the capacity of your machine. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 54 of 107 Approval Date: 19/09/2024 Load Centre Distance Remember the weight and positioning of load needs to be assessed to ensure compliance with forklift truck data plate requirements and in accordance with safe work procedures The longer the load the more the forklifts capacity is reduced LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 55 of 107 Approval Date: 19/09/2024 Hazard control - operating Hazard control Before commencing work, it is necessary to ensure that all hazard control measures are in place. If you are unsure what these are for your employer, then you need to check with your supervisor or manager. Hazard controls will include: ● ● ● ● ● ● ● ● ● ● Putting barricades in place. Putting signage in place (if not already there). Letting other people know you are working in the area. Moving obstructions. Turning on additional lighting. Assessing weather and environmental conditions. Getting someone to assist as a flagman (if required). Anything else necessary to do the job safely. Operating in accordance to forklift manufacturers specifications. Operating Forklift in accordance to safe work procedures. What sorts of goods are you moving? Sometimes the load or goods you are moving may be comprised of dangerous goods such as chemicals, explosives (aerosols/ air bags for cars) and other dangerous goods. If you are handling times like these then you need to check the companies Material Data Safety Sheets (MSDS) to see what action you need to take when handling and packing them and what to do if there is a chemical spill. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 56 of 107 Approval Date: 19/09/2024 Hazard control - operating Safety devices When using the forklift, you must always check that the warning devices are working correctly. E.g.: ● Horn ● Reverse beeper ● Flashing light This is particularly important when working around other people or equipment. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 57 of 107 Approval Date: 19/09/2024 Forklift dynamics Forklift dynamics Before we start moving our load and driving the forklift around there are some basic concepts that we need to understand. The Stability Triangle Forklifts have a 3-point suspension. The rear axle is supported by a pivot pin in the centre of the axle enabling some up and down movement of the rear wheels when working. The area between points A, B, and C in the diagram below is known as the stability triangle. If the centre of gravity moves outside the stability triangle, the forklift will start to tip over. Many accidents occur as a result of the forklift tipping over, either forward (longitudinally) or sideways (laterally). The centre of gravity moves about like a ball in a bowl of water and is affected by how the operator drives, brakes, accelerates turns and even moves across uneven ground. Understanding this will help you avoid tipping the forklift over. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 58 of 107 Approval Date: 19/09/2024 Forklift dynamics The Point of Balance (Fulcrum) ● The point of balance (fulcrum) is where the front tyre meets the ground. ● All the weight behind the point of balance acts as a counterweight. It is very important to understand these principals of balance, because if the load is not properly balanced, then the forklift can tip over. The forklift is like a seesaw. The weight behind the point of balance acts as a counterweight and provided that the balance between the counterweight and the load remain in favour of the forklift then everything will remain balanced and be OK. However, if the weight of the load exceeds that of the counterweight, then the forklift will tip over. ● You are not allowed to add additional counterweights to the forklift without referring to the forklift manufacturer. Counterweight LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 59 of 107 Approval Date: 19/09/2024 Forklift dynamics Sideways (lateral) stability As with forward stability, we must consider the centre of gravity of the machine. If the centre of gravity of the machine shifts to far to one side, the forklift is in danger of tipping to that side. Some causes of tipping over sideways while travelling are: ● ● ● ● ● ● ● ● ● Turning at an unsafe speed Turning with the load raised Turning on a ramp / slope Unevenly distributed load Operating across a slope Driving over uneven surfaces Driving too fast (loaded or unloaded) Side shift not centered Driving with flat or under-inflated tyre Forward / backward (longitudinal) stability The forklift is an unbalanced machine with one end heavier than the other and should never be allowed to have more weight forward of the fulcrum than behind it. If the centre of gravity of the load and the machine combined, moves forward of the fulcrum, the machine is in danger of tipping forward. Some causes of tipping forward or backward while travelling are: ● Overloaded ● Sever braking ● Driving too fast (loaded or unloaded), including reversing ● Load not positioned against the heel of the fork arms ● Incorrect use of forward tilt (if fitted) ● Driving over uneven surfaces ● Unevenly distributed load ● Driving down a ramp with the load downhill ● Shifting of the load centre forward ● Carrying the load to high ● Colliding with an overhead structure LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 60 of 107 Approval Date: 19/09/2024 Forklift dynamics If your forklift tips over If the forklift was to roll over sideways you need to: ● Remain in/on the forklift. ● Brace yourself until the forklift is stationary and safe to exit. ● Lean away from the point of impact Operating a forklift ● You must always wear a seat belt when operating a counterbalance forklift All counterbalance forklifts are fitted with seatbelts with the important function of: Stops the operator from falling out in the event of a rollover. Stops the operator being thrown into the forklift structure or out of the forklift in a collision LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 61 of 107 Approval Date: 19/09/2024 Operating a forklift ● You must raise the fork arms from the ground (to at or below axle height) before driving off to avoid the load or fork tines from scraping on the ground. ● “Axle height” is to the centre of the front wheels, at the height the axle sits. (Dotted red line) ● You may need to tilt the mast back slightly whilst travelling to maintain load stability. ● Keep the ‘side-shift’ centralized to maintain forklift and load stability. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 62 of 107 Approval Date: 19/09/2024 Operating a forklift ● If you need to carry a passenger on the machine it needs to be specifically designed to carry more than one person. ● Keep all parts of your body within the forklift whilst travelling. ● Do not operate the machine if you: o o o o Have been drinking alcohol. Are taking illegal drugs. Are over tired or stressed. Are on medication that may make you drowsy. ● Obey all traffic signals, traffic management plans and workplace procedures. ● Give way to all emergency vehicles. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 63 of 107 Approval Date: 19/09/2024 Operating a forklift People and forklifts Accidents between pedestrians and mobile plant within workplaces are very common so as a forklift operator it is very important to watch out for and be aware of people around you. ● Never raise your loads near or over people, if the load falls you could injure or kill someone. ● Never lift someone on the bare fork arms or load as they may slip and fall, injuring them. This is also against OH&S safe working procedures. ● Use your horn and lights so that people are aware you are coming. ● Use your horn when turning corners to warn others of your approach. ● Use your horn when approaching doorways to warn others that you are coming through. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 64 of 107 Approval Date: 19/09/2024 Operating a forklift Operate at a safe speed WorkSafe does not specify a safe speed for the operation of forklifts. It is up to you the operator to decide what a safe speed is for the forklift at the time. This will depend upon what is happening around you and what the environment is like. If the company has a set speed limit for that area it does not mean you can exceed the speed limit, but it means that it may be sensible to drive much slower than the posted speed limit. Some things that will affect how fast you can drive are: ● ● ● ● ● ● ● Speed Limit signs People in the area Size load Surface condition Obstructions The physical space you must operate in Other equipment in the area. Obstructed vision If your view is obstructed, before moving you need to: 1. Operate in reverse 2. Use a guide if required. 3. Repack the load. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 65 of 107 Approval Date: 19/09/2024 Operating a forklift Working with a load Often, we are asked to pack loads onto or move pallets with the forklift. Always ensure: ● The pallet is not damaged (replace it if it is). ● The pallet can support the weight of the load. ● If the load is poorly or unsafely stacked – restack it and make it safe. ● Keep the loads centre of gravity towards the heel of the fork arms. When we are driving and moving a load, we must constantly monitor the load on the forklift to ensure load stability. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 66 of 107 Approval Date: 19/09/2024 Operating a forklift Placing a load in a rack LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 67 of 107 Approval Date: 19/09/2024 Operating a forklift Removing a load from a stack/rack LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 68 of 107 Approval Date: 19/09/2024 Operating a forklift Placing a load on a stack (without racking) When stacking loads on top of each other without a rack, they should: ● ● ● ● Hard, flat ground Heaviest goes on the bottom Your stack must be stable at height Make sure loads below can support the loads above Moving a load When moving a load, you must remember: ● To look in the direction of travel before moving. ● Ensure you have enough height clearance before you move. ● You are clear of power lines or overhead lighting etc. ● Constantly be alert for pedestrians and other obstructions ● Be alert for other vehicles ● Always keep the heaviest part of the load against the backrest ● Monitor the loads stability. ● Stay to the agreed travel plan or pathway. Unstable surfaces include: ● Backfilled ground, soft soils ● Bitumen, concrete (damaged, cracked) ● Hard compacted soil ● Potholes ● Railway tracks ● Rough uneven or difficult terrain (sloping surfaces, uneven surfaces, steel decks and grates, trench covers) Avoid driving or turning on unstable surfaces, and report unstable surfaces to your supervisor. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 69 of 107 Approval Date: 19/09/2024 Operating a forklift Moving a load When moving a load, you must remember: ● Be aware of slippery conditions e.g. wet floor, oil spills. ● ● ● ● Reduce speed, proceed with caution, avoid sudden braking and avoid ramps or other inclined pathways. ● Travel with the load at approximately axle height or as low to the operating surface as practicable. ● Drive up ramps with the load facing uphill. ● Drive down ramps in reverse with the load facing uphill. ● If the load is large and blocks your vision you must: 1. Reverse 2. Use a spotter if required 3. Repack your load ● If a load is stacked badly and unstable, we must restack it and make sure it is stable before attempting to move it ● LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 When operating in a loading dock a secured dock plate or bridge plate will be provided to fill the gap between the loading dock and the truck. Start Training RTO 22381 Page 70 of 107 Approval Date: 19/09/2024 Operating a forklift Moving a load - Do NOT ● Drive with unbalanced, uneven or unstable loads as you may lose the load. ● Turn corners quickly and risk tipping the machine over. ● Brake to hard loaded or unloaded and risk tipping the machine forward. ● Drive forward down a ramp as the machine may tip forward or lose the load. ● Turn on a sloping as the forklift may become unstable and tip over or you may lose the load. ● Travel across a ramp or incline as the forklift may become unstable and tip over or you may lose the load. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 71 of 107 Approval Date: 19/09/2024 Operating a forklift Moving a load - Do NOT ● Carry people on the bare fork arms or load – it is unsafe and against safe operating procedures. ● Lift or lower the load over people as it can result in: – injury or death to bystanders if the load or part of the load falls from the Forklift. ● Drive with the load on one fork arm as it may result in: o The forklift being unstable and tipping over o Damage the tines o Damage to the mast or carriage o Losing the load from the load being unstable ● It is dangerous to operate with the load raised high as the Forklift may tip over LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 72 of 107 Approval Date: 19/09/2024 Operating a forklift Conditions may change All the time you are operating your machine you must stay alert for any changes in conditions. Just because you have planned your travel route and completed all your checks it does not mean that things cannot go wrong. Pedestrians may walk out in front of you. The load may move whilst you are travelling. The forklift may develop a fault while you are driving. Things may have been put along your travel path by other operators. Other vehicles may be blocking your path. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 73 of 107 Approval Date: 19/09/2024 Emergencies Emergency situations and procedures If there is an emergency, you should do everything you can to minimize damage and/or injury to yourself and those around you. Make sure that you understand your workplaces Emergency Response Procedures. If you don’t, consult your Manger or OH&S representative to follow safe work procedures. Emergency Isolator In some emergencies you may have to cut the power to the electric Forklift. To do this, use the Emergency Isolator / stop button located on the front control pane or beside the driver’s seat. (Check the Operators manual for its exact location.) Emergency vehicle access In emergency situations you must give way to all emergency vehicles. This includes Police, Ambulance, Fire Trucks and SES vehicles. Types of emergencies Job specific information: Chemical spills In the event of a chemical spill or accident you should follow your workplace emergency procedures. If you are unsure about your emergency procedures regarding dangerous goods, speak to your employer. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 74 of 107 Approval Date: 19/09/2024 Types of emergencies Contact with power lines or overhead lighting or electrical cabling. If your forklift comes into contact with electrical cabling or power lines you should: (See Page 20) ● Warn others to stay away ● Try to break contact with the power lines ● If safe to do so stay on the forklift. If you must leave the machine, jump clear ensuring you don’t have contact with the vehicle and the ground at the same time, landing with your feet together and then continue to jump or shuffle with your feet together until you are at least 8 metres clear of the vehicle. ● Repot to management, power company and safety regulator. ● Do not use the forklift until it has been checked by a technician. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 75 of 107 Approval Date: 19/09/2024 Types of emergencies Environmental Conditions - rain / lightning Most forklifts can operate in the rain but be aware that rain may make the ground conditions slippery or soft and unstable. No forklift should be used in stormy conditions where lightning may strike. Doing so may result in injury or death. Machine failure / loss of control / failure of hydraulics If your brakes or steering fail on the forklift: ● ● ● ● ● ● LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Stop the forklift Activate the emergency stop procedure as per the manufacturer’s instructions Return the Forklift to a lowered position using applicable procedures Lock and Tag out the Forklift Report to management Have the Forklift checked and repaired before using it again Start Training RTO 22381 Page 76 of 107 Approval Date: 19/09/2024 Element 4 – Pack up Parking a forklift truck Parking the forklift At the end of your work period you should park your forklift in a safe area where it will not get in the way of anything and block exits and doorway as these may need to be used in an emergency. Follow manufacturer requirements and workplaces procedures for designated parking areas. (Usually near the battery charger if the forklift is electric.) Do not park in front of: ● ● ● ● ● ● ● Emergency exits First Aid stations or emergency showers Near firefighting appliances Near doorways On sloping surfaces Walkways Where its obstructing traffic Parking on a slope If you must park on a slope or incline you must in addition to normal parking procedures, ‘chock’ the wheels of the forklift. ‘Chocking’ the wheels means placing a brick, block of timber or a wheel chock behind the wheels of the forklift to stop it rolling down the slope LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 79 of 107 Approval Date: 19/09/2024 Shut down Shutting down the forklift Once you have parked the forklift safely you need to shut it down correctly. Check the operators’ manual as to the correct shut down procedure for the machine you are using. Most shut down procedures are like this: Fork arms lowered and tips to the ground Apply the handbrake (if fitted) Forklift to neutral Turn off the ignition Remove key Post-operational checks Now you have finished using the machine you should conduct a post-operational check to: ● ● ● ● ● ● ● Check for damage. Check for leaks. Check if the battery needs recharging. Connect the battery to a charger. Make sure it is safe for the next operator. Confirm everything is turned off. Update all records A post-operational check involves walking around the forklift to conduct the inspection. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 80 of 107 Approval Date: 19/09/2024 Shut down Securing the forklift Always remove the key when you have finished using the machine. This is to stop unauthorized access / use. Each workplace may have varying procedures as to where to put the key so check with your supervisor or manager, to follow manufacturer requirements and safe work procedures. Make sure the LPG fuel valve is turned off so that there can be no gas leaks and the risk of explosion is eliminated. Reporting and recording faults If any defects or damage is found, you need to (STIRR): ● ● ● ● ● Stop do not operate Tag out of service Isolate it so it cannot be used (Remove key) Record the fault in the logbook. Report the fault to an authorized person. In some workplaces there will be an authorized person responsible for the servicing and repair of the forklift trucks. Check with your supervisor or manager as to your responsibilities as in some workplaces you may be required to carry out minor servicing or repairs if you are considered capable and have authorization from management. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 81 of 107 Approval Date: 19/09/2024 LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 82 of 107 Approval Date: 19/09/2024 Appendix Additional information Appendix A Planning - What type of forklift truck do I need? A forklift is a powered industrial truck used to assist the operator to pick/ lift and transport materials/goods in a warehouse. There are many different types of forklift trucks used in the workplace. The most used forklift truck is the gas / petrol powered counterbalance style. This same style of forklift truck can also be electric powered. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 85 of 107 Approval Date: 19/09/2024 Planning - What type of forklift truck do I need? Other styles / types of forklift truck that you may be asked to operate are: Electric Reach Truck – can operate in aisles much narrower than required by a counterbalance style Forklift and therefore allow much better use of the warehouse space. All Terrain Forklift – These can be four-wheel drive or two-wheel drive and are designed to operate on rough and uneven ground. Side Loader Forklifts – Are designed to handle wide loads and not only drive forwards and backwards but can drive sideways as well. In this way they do not need as much space to turn and can still operate in narrow aisles. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 86 of 107 Approval Date: 19/09/2024 Planning - What type of forklift truck do I need? Container Forklift Or Heavy-duty Forklift. These can handle loads in excess of 45 tons. Double Reach Forklifts – Are like a normal reach truck but are designed to place stock into a different style of racking that is much deeper than normal. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 87 of 107 Approval Date: 19/09/2024 LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 88 of 107 Approval Date: 19/09/2024 Appendix B Fitting a new L.P. gas cylinder Make sure you are authorized before attempting to change the gas bottle. Gas forks are usually dual fuel and if operating on gas are driven until the gas bottle is completely empty. To change a gas cylinder, follow these steps: 1. Wear suitable PPE 2. Close the liquid service valve (turning clockwise). 3. Run the engine until fuel is depleted and the engine stops (this usually has already happened). 4. Unscrew the main feed coupling. 5. Release the strap connections securing the cylinder to the counterweight. Remove empty bottle. 6. Fit new, full cylinder. Make sure it is correctly seated. Ensure pressure release valve is facing upwards. Do up straps. 7. Examine the main feed coupling to make sure the rubber sealing washer is in place. 8. Screw this coupling onto the male half of the cylinder coupling (only needs to be hand tight). 9. Very slowly open the liquid service valve (turning anticlockwise), checking to see that no leaks occur. You should initially hear the gas enter the hoses. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 89 of 107 Approval Date: 19/09/2024 NOTE: Always wear protective equipment such as gloves and face shield when changing L.P. Gas tanks because sub-freezing liquid under pressure may result in serious physical harm e.g. severe burns as the liquid escaping is at -40C. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 90 of 107 Approval Date: 19/09/2024 LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 91 of 107 Approval Date: 19/09/2024 Appendix C Charging a Forklift Battery At the end of shift the amount of charge left in the Forklift battery needs to be checked to see that there is enough charge to complete the next shift. If the charge is low, then the battery needs to be placed on charge. To do this: 1. Wear appropriate PPE 2. Park the Forklift close enough to the battery charger that the cables will reach without causing trip hazards or obstructions in the work area. 3. Ensure that the Forklift is turned off and the battery charger is also turned off. 4. Lift the seat / battery cover to gain access to the battery cables. 5. Unplug the battery cable on the Forklift and plug it into the matching cable on the battery charger. 6. Turn on the charger. Depending on the type of charger either a green light should come on, on the charger or the gauge on the charger should show how much current is being delivered to the battery. If this is not happening, then check the connections and that the charger is turned on. 7. The battery will take between 4 – 8 hours to charge to full capacity. This will depend on the age / technology of the battery and charger combination 8. Once the battery is fully charged, turn off the charger before disconnecting it from the battery. Failure to do this could result in a spark causing an explosion Battery charger cable Battery cable LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 92 of 107 Approval Date: 19/09/2024 LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 93 of 107 Approval Date: 19/09/2024 Appendix D Hierarchy of hazard control To help us in the formal process of dealing with hazards in the workplace there is a system that is referred to as the hierarchy of hazard control. There are six levels to the Hierarchy of Hazard control. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 94 of 107 Approval Date: 19/09/2024 Planning – Hazard control Hierarchy of Hazard control The hierarchy of hazard control is a list of control measures that can be used to eliminate or minimize the exposure to a hazard in the workplace. The diagram above shows the 6 levels in the hierarchy from most effective to least effective control. The six steps are: 1. Elimination If possible, remove the hazard completely. e.g. Use electric forklifts or order pickers inside instead of petrol-powered machines. 2. Substitution If you cannot completely remove the hazard, then you should consider a safer method to be used. E.g. Use a spotter to warn the forklift operator that there are people nearby or use an Electric Forklift in confined spaces rather than a petrol forklift. 3. Isolation Lower the risk of exposure or injury by restricting or preventing access to the hazard. For example, separate pedestrians and forklifts using exclusion zones and the use of barriers and walkways. 4. Engineering This is where equipment and work processes are improved through engineering solutions to reduce risk. E.g. Use lights, reverse beeper, speed limiters, barriers or horns to warn people nearby. 5. Administration Administrative measures and safe work practices such as the use of signs, line marking, induction programs and training can all help reduce hazards and exposure to risks. 6. Personal Protective Equipment. (PPE) The use of PPE to control a hazard is always the last choice and least effective measure of control. It should always be used in conjunction with the other above listed methods of control. PPE is such things as safety boots, Hi-visibility clothing, eye protection etc. When using PPE make sure it is appropriate for the conditions, that fits correctly, and you have been given adequate instruction in its use. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 95 of 107 Approval Date: 19/09/2024 Planning – Hazard control Personal Protective Equipment PPE (Personal Protective Equipment) is common in nearly all workplaces these days. PPE is an item of clothing or piece of equipment that is worn on the body to protect you from certain hazards. It cannot eliminate the hazard or potential injury, but it will help in reducing the risk of injury and assist in keeping you safer. The most common form of PPE in most warehouses are safety boots and hi-visibility clothing but as a Forklift truck operator you may also be required to wear other PPE as deemed appropriate by your employer. What PPE is required needs to be decided before starting work and the PPE should be inspected prior to commencing work. Other forms of PPE that you may have to wear may include the following: LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 96 of 107 Approval Date: 19/09/2024 LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 97 of 107 Approval Date: 19/09/2024 Appendix E Planning – Types of Communication Verbal communication This the most used form of communication in the workplace. Your manger, supervisor or workmates may give you verbal instructions; listen carefully on how to do your job safely and properly. It is very important that if you don’t understand the instructions that you ask questions and clarify what you were asked to do. Don’t guess at what you have been asked to do. It is not foolish to ask a question. It may prevent you from having an accident. If you are asked to do something or use a machine that you have not been trained to use, then you are entitled to ask for help and your employer has a ‘duty of care’ to provide you with the necessary training. Written Instructions Written instructions come in many forms. They may be: Company policies or work instructions These will include site and emergency procedures. These are rules and guidelines, which are put into place to ensure work is carried out properly and safely. It is important that you are familiar with how your company expects you to work and what you need to do in an emergency. If you don’t know contact your manger or OH&S representative. An operating manual Each forklift truck comes with an operating manual. You need to take the time to read it and become familiar with that forklift. Material Safety Data Sheets – or MSDS’s Contain information on how to handle and transport chemicals and what to do if there is an accidental spill. Work Permits Set out the safety control measures that are required prior to commencing work and are used to ensure workers understand the site conditions and offer guidelines of what they shouldn’t do. They are sometimes referred to as an induction onto the machine or the area. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 98 of 107 Approval Date: 19/09/2024 Planning – Types of Communication Signage Every workplace will have safety signs posted around the work area. These signs are important because they remind you of any restrictions, hazards or special requirements (such as PPE) for the work site. You must follow the instructions on these signs as they are posted to keep you and your co-workers safe. Appropriate worksite protocols In some cases, the company you work for may have their own specific forms of communication. An example of this is the use of hand signals. It may be because the work area is very noisy, or you may have someone guiding you because your vision is limited because of a large load. Always make sure you understand what the hand signals you and your assistant are using mean before you start work. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 99 of 107 Approval Date: 19/09/2024 Planning – Types of Communication Hand and whistle signals HAND & WHISTLE SIGNALS Based on AS2550.1.2002 Motion Hand signal Whistle Motion Hand signal 1 long 1 short Turning left Whistle 1 long 2 short Turning right 3 short 4 short 1 short N/A Luffing boom up Stop Travel and traverse Creep speed: appropriate hand signal for motion is clenching and unclenching hand LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 100 of 107 Approval Date: 19/09/2024 Planning – Forklift terminology Height checks It is important to know the “Overall extended height and collapsed height” of your forklift before commencing work. Overall extended height – is the height of the mast from the ground to the top of the backrest when the mast is fully extended. It is important for the operator to know this so that they are aware if the mast can hit the roof or other overhead hazards. It also tells the operator at what height they can place their loads. Collapsed height - is the height of the mast when fully lowered to the ground. This measurement allows the operator to know if the machine will be able to ‘fit’ through the doorways, under any mezzanine floors or can be driven into a shipping container to unload it. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 101 of 107 Approval Date: 19/09/2024 Appendix F Load calculations - workbook 68. If your forklift was rated at 2200kg at a 600mm load centre distance, could it pick up a load of 2200kg at a 500mm load centre distance? YES 69. If the forklift is rated at 2200kg at a 600mm load centre distance and we try to lift a 2200kg load with a load centre distance greater than 600mm what will happen to the forklift? It will become unstable, tip forward and lose the load. LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 102 of 107 Approval Date: 19/09/2024 70. If there are 4 drums of water on the pallet at 200litres in each drum and the drums weigh 10kg and the pallet weighs 30kg each then the total weight of the load is? 1 litre water = 1kg 200 X 4 = 800kg water weight 10 X 4 = 40kg drum weight Pallet = 30kg 800 + 40 + 30 = 870kg 71. There are six cartons on each layer of the pallet and there are three layers and each carton is 15kg, pallet weighs 30kg then the total weight is? 6 cartons per layer X 3 layers = 18 cartons 18 X 15 = 270kg Pallet = 30kg 270 + 30 = 300kg LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 103 of 107 Approval Date: 19/09/2024 Using the information on this data plate: Question 72 Forklift Load Chart Model Toyota FBE15 Serial No 12006 Max Height Tyres 700 x 12 x12 MAST VERTICAL Length mm Forks 1065 Front bar Fork Height mm 4500mm Load Centre mm 600mm 4500mm Max Back Tilt 7 Working Load Limit 1250kg 6 Degrees Rear 7 bar MAST FORWARD TILT: 3 DEGREES Length Fork Load mm Height Centre mm mm 1065mm 4500mm 600mm Working Load Limit 1050kg Slippers RAM Paper Grab a) With the mast vertical what is the forklifts maximum WLL? ___________________ 1250kg __________________________ b) With the mast on forward tilt what is the WLL of the forklift? ______________________ 1050kg ________________________ c) When the mast is vertical can the forklift lift a load of 1250kg with a Load Centre of 700mm? _____________________ No _____________________________ d) When the mast is vertical can the forklift lift a load of more than 1250kg? ______________________ No _____________________________ LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 104 of 107 Approval Date: 19/09/2024 Load Calculation / Reason Load 1 A pallet 1185mm Length x 1185mm width with a height of 1400mm and a total weight of 1700kg 1700kg is less than the maximum capacity of 6130kg Is this load safe to lift? Yes No Yes No Yes No Load centre B is 1185 / 2 = 592.5mm Load centre B is less than 915mm Load centre C is 1400/2 = 700mm Load centre C is less than 915mm Load 2 A container with a tare weight of 2100kg containing a load of 5000kg With a size of 2.4 metres wide, 2.4 metres long, and 2.4 metres high 2100kg + 5000kg = 7100kg Above the rated capacity Load 3 Load centre B is 2400 / 2 = 1200mm Load centre B is more than 915mm The empty container outlined in Load 2 Load centre B is 2400 / 2 = 1200mm Load centre B is more than 915mm Load centre C is 2400/2 = 1200mm Load centre C is more than 915mm The Forklift is overload LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 105 of 107 Approval Date: 19/09/2024 Appendix G How do I get a HRW forklift licence (LF)? You must enroll in a training course with a registered training organisation (RTO) that has been approved by WorkSafe. Upon completion of the training, you will need to undertake and pass the National Forklift assessment. This National assessment has three parts to it: ● A theory assessment ● A calculations assessment ● A practical drive assessment Successful completion of assessment Once you have successfully completed your assessment you will be issued ‘A Notice of Assessment (NOA)’. You must apply within 60 days either online at myworksafe.vic.gov.au or at the post office to be processed and receive your licence. The ‘Notice of Satisfactory Assessment’ is your temporary licence for this 60day period and allows you to operate the forklift until your digital licence arrives in your ‘my WorkSafe account’ or mailbox. The HRW licence needs to be renewed every five years. This can be done online you need to provide the following: ● Current ID (100 points) ● Your existing HRW licence ● A licence renewal fee What happens if I let my licence expire? If you allow your licence to expire and you do not renew it within 12 months of the expiry date the licence cannot be renewed and you will have to: ● Complete a training course with an approved RTO and apply for a new licence or ● While continuing to work, be enrolled in a training course and work under supervision of a HRW licence holder LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 106 of 107 Approval Date: 19/09/2024 LF Forklift Training Manual Sep 2024 v5.4 Version – 5.4 Start Training RTO 22381 Page 107 of 107 Approval Date: 19/09/2024