forklift truck safety and licence guide...counterbalance forklift truck order picking forklift truck...

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Training support material for: TLILIC0003 Licence to operate a forklift truck FORKLIFT TRUCK SAFETY AND LICENCE GUIDE Produced by: Picture based. Plain English. Learning made easy.

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Training support material for:

TLILIC0003 Licence to operate

a forklift truck

FORKLIFT TRUCKSAFETY AND LICENCE GUIDE

Produced by:

Picture based. Plain English. Learning made easy.

© Easy Guides Australia Pty. Ltd. May not be reproduced7

Introduction to forklift trucks

© Easy Guides Australia Pty. Ltd. May not be reproduced8

INTRODUCTION TO FORKLIFT TRUCKS

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 forklift truck.

Rough terrain forklift truck Narrow aisle turret truck (Lo licence)

Walkie reach stacker

Sit-on reach forklift truck

Counterbalance forklift truck Order picking forklift truck (LO licence)

This series of images were used with permission from Linde

© Easy Guides Australia Pty. Ltd. May not be reproduced9

INTRODUCTION TO FORKLIFT TRUCKS

Counterbalance forkliftThe most common forklift is the counterbalance type. This means they carry the load on the front mounted forks (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. The fulcrum is where a vertical line drawn through the centre of the front axle would meet the ground. An easy way to remember this is the fulcrum is where the front wheels touch the ground.

Weight Counterweight

Everything behind the fulcrum acts as a counterweight.

Think of the forklift as being like a see-saw. If you have more weight than counterweight the forklift will tip forwards.

You cannot add more counterweight to try to lift a heavier load. Forklifts are not designed for this. If you did this you could damage the forklift.

Fulcrum

PC 1.3, 3.1

© Easy Guides Australia Pty. Ltd. May not be reproduced10

INTRODUCTION TO FORKLIFT TRUCKS

Parts of a forklift truck

COUNTERWEIGHT

Lift chain

Mast

Lift cylinder

Backrest

Vertical face of fork

Fork carriage

Heel

Locking pins

Fork (tyne)

Operator’s seat

Data plate/ load chart/rating plate

Gas bottle

Flashing hazard light

Seat belt

Instrument panel

Head lamp

Overhead guard

Mirror

Hydraulic controls

Tilt cylinder

Front wheel

Foot stepRear wheel

Engine hood

Assist grip

Fuel cap

Counterweight

Foot guard

Note: Operator’s manual (usually located behind operators seat)

© Easy Guides Australia Pty. Ltd. May not be reproduced11

INTRODUCTION TO FORKLIFT TRUCKS

Different types of forklift trucks have different controls. It is important that you get to know the controls of your forklift before you start using it.

• You should check the operator’s manual for information on what the controls do before you start using a forklift that you have not used before.

• Make sure you have a competent (experienced and trained) person show you the controls

• Take some time to practice using the controls before you start moving loads.

Forklift controls

© Easy Guides Australia Pty. Ltd. May not be reproduced12

INTRODUCTION TO FORKLIFT TRUCKS

The types of documents you may need to refer to include:

• Forklift manufacturers instructions such as an operator’s manual

• Safe work or job procedures

• Specific workplace policies and procedures

• OHS / WHS workplace representatives

• Plans by managers

• Codes of practice

• Guidelines for the safe operation of forklifts and attachments

• WHS /OHS policy

• Health and Safety Acts and Regulations (OHS/WHS) These can be found at www.safeworkaustralia.com or on your state/territory Health and Safety Regulators website.

• Australian and industry standards You can search for standards at www.standards.org.

Before operating the forklift you must be aware of any guidelines, instructions and people for the forklift you will be operating and for forklift operation in general at the workplace.

OHS / WHS Guidelines, instructions and people

© Easy Guides Australia Pty. Ltd. May not be reproduced13

INTRODUCTION TO FORKLIFT TRUCKS

Operating a forklift can be very dangerous.

This is why you must have a licence to operate a forklift in Australia.

• The only way to get your forklift licence is to complete an accredited course through a registered training organisation (RTO).

• To pass and get your licence, you must do a practical test to show you have learnt the basics of operating a forklift.

• You also have to pass a knowledge test.

Licensing

© Easy Guides Australia Pty. Ltd. May not be reproduced14

INTRODUCTION TO FORKLIFT TRUCKS

Point of balance (fulcrum)

Point of balance (fulcrum)

Counterweight

Point of balance (fulcrum)

Counterweight

Load/weight

Point of balance (fulcrum)

Load/weight

Counterweight

The fulcrum (point of balance) is at the bottom of the front tyre.

It is the point where the front tyre touches the ground.

QUESTION 1

A forklift has a point of balance (fulcrum).

Where is it?

Yes. All the weight behind the point of balance acts as a counterweight.QUESTION 2

Does all of the weight behind the point of balance work as a counterweight?

PC 3.1

© Easy Guides Australia Pty. Ltd. May not be reproduced15

INTRODUCTION TO FORKLIFT TRUCKS

No. Forklifts are made to lift specific maximum loads.

Changing the counterweights could cause an accident.

QUESTION 3

Are you allowed to put more counterweight on a forklift without checking the manufacturer’s instructions?

Extra counterweight

FORK TRUCK LOAD AND WARNING NOTICEOperators must be trained and authorised. Do not operate the lift truck

if it is in need of repair. This capacity plate is not transferable and is invalidated by any change to specifications.

PLATE I.D.: DEALER:

MODEL: S/NO: MAST:

MAST/CARRIAGE TILT DEGREES: TYRE PRESSURES KPA: FORWARD/DOWN: FRONT:

BACK/UP: REAR:

DRIVE WHEELS: TYRE TYPE:

TRACTION BATTERY WEIGHT (KG) MIN: MAX: VOLT:

TARE WEIGHT WITHOUT TRACTION BATTERY (KG):

EASY GUIDES PTY LTD

SIDESHIFT

2W370

RATED CAPACITIES - SIDESHIFT & LOAD IN CENTRE POSITIONLOAD CENTRE

(MM)LIFT/LOAD HEIGHT

(MM)MAST VERTICAL CAPACITY (KG)

MAST FORWARD CAPACITY (KG)

90015753700600

12345

6 68612 686

SINGLEN.A. N.A. N.A.

2745 HIRE 921

PNEUMATIC

123456A12345A

PC 1.3

© Easy Guides Australia Pty. Ltd. 27 May not be reproduced

HIGH RISK LICENSING AND THE LAW

Yes, but only if you are enrolled in a course with an RTO for the licence you need and supervised by someone with a licence for the class of high risk work you are doing.

Work carefully. Look after your own health and safety. You must also make sure that your work does not harm the health and safety of others.

QUESTION 1

QUESTION 2

Can I do high risk work if I don’t have a licence?

What is your legal responsibility when using a high risk work licence?

Note: Your PCBU/employer will not let you do high risk licence work if he or she believes you are not competent.

You must be careful the whole time you are doing high risk work.

PC 2.1

© Easy Guides Australia Pty. Ltd. 28 May not be reproduced

HIGH RISK LICENSING AND THE LAW

You may have your licence suspended or cancelled.

You may not be able to renew your licence.

You may have to do your high risk licence test again to make sure you can do the work safely and competently.

CANCELLED

QUESTION 3

You can be punished (penalised) for not doing high risk licence work safely. There are a number of things that a health and safety regulator (eg. WorkSafe / WorkCover) can do.

What might the punishment be?

PC 2.1

© Easy Guides Australia Pty. Ltd. 29 May not be reproduced

HIGH RISK LICENSING AND THE LAW

QUESTION 4

You are applying for a high risk work licence.

You must fill out and provide paperwork.

What paperwork and tasks are you responsible for?

Give your full name.Show identification and a photograph when you apply for the licence.

Sign a form saying you’ve never had a high risk licence refused, suspended or cancelled anywhere in Australia. If you have, you must give the details of what happened.

Sign a form saying you don’t have the same high risk licence already.

Supply a document such as a Statement of Attainmnet or Notice of Assessment from a registered training organisation (RTO). This shows that you have passed the course.

You have 60 days to put in your application.

Sign a form saying you have not been found guilty under WHS/OHS laws anywhere in Australia. If you have been found guilty you must give the details of what happened.

Answer everything truthfully!

CANCELLED

I SWEAR . . .

GUILTY!

PC 2.1

© Easy Guides Australia Pty. Ltd. 30 May not be reproduced

HIGH RISK LICENSING AND THE LAW

You might need to show your employer your high risk licence.

QUESTION 5

Your employer might ask you to show evidence of competency before you can do high risk work.

What evidence might you need to show?

60 days! DON’T LEAVE IT TOO LATE!

QUESTION 6

You have passed your high risk work licence test. You must now apply for your photo ID high risk work licence. You must submit the Statement of Attainment or Satisfactory Assessment from your RTO or assessor.

How many days do you have to put this application in?

You might need to show your employer that you are training with an RTO to get the licence.

PC 2.1

© Easy Guides Australia Pty. Ltd. 31 May not be reproduced

HIGH RISK LICENSING AND THE LAW

You won’t be able to renew your licence. You will need to get a new licence.

You will need to do a course with a registered training organisation (RTO) then apply for a new licence. While training you could do high risk work but you must be supervised by someone with a licence for the high risk work you are doing.

QUESTION 7

QUESTION 8

Once you have a high risk work licence you need to keep experienced and up to date (competent).

Can you use your high risk work licence if you are no longer experienced and up to date?

You need to renew your high risk work licence every 5 years. You must renew your licence within 12 months of the renewal date (24 months in WA).

What will happen if you don’t renew your licence within 12 (24 WA) months of the date it expires?

For example, this dogger has been in a desk job for several years and has not kept up experience.

Don’t forget. Set yourself a reminder before the due date.

No. If you are no longer competent, you must not do high risk licence work (even if you have a licence). You must retrain to become competent or give back your licence to the WHS Regulator.

PC 2.1

© Easy Guides Australia Pty. Ltd. 32 May not be reproduced

HIGH RISK LICENSING AND THE LAW

Notes:

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© Easy Guides Australia Pty. Ltd. May not be reproduced33

Plan work/taskELEMENT 1

© Easy Guides Australia Pty. Ltd. May not be reproduced34

CHAPTER 1 – PLAN WORK/TASK

Task requirementsBefore operating the forklift you must know what the work task requires you to do.

Task requirements may be given to you verbally, in writing or electronically. They may be called work orders or something similar. If you are unclear about the requirements you should always speak to a supervisor or relevant person.

When the task requirements are known, you will be able to consider and plan for other important things such as:

Attachment method (for the load)Communication

Where will you do the lift? What do you need to do? What equipment do you need? Is the equipment available?

PC 1.1

© Easy Guides Australia Pty. Ltd. May not be reproduced35

CHAPTER 1 – PLAN WORK/TASK

Task requirements (continued)

FORK TRUCK LOAD AND WARNING NOTICEOperators must be trained and authorised. Do not operate the lift truck

if it is in need of repair. This capacity plate is not transferable and is invalidated by any change to specifi cations.

PLATE I.D.: DEALER:

MODEL: S/NO: MAST:

MAST/CARRIAGE TILT DEGREES: TYRE PRESSURES KPA: FORWARD/DOWN: FRONT: BACK/UP: REAR: DRIVE WHEELS: TYRE TYPE: TRACTION BATTERY WEIGHT (KG) MIN: MAX: VOLT:TARE WEIGHT WITHOUT TRACTION BATTERY (KG):

LOAD CENTRE(MM)

LIFT/LOAD HEIGHT (MM)

MAST VERTICAL CAPACITY(KG)

MAST FORWARDCAPACITY (KG)

A12345A

6 68612 686

90015753700600

12345 EASY GUIDES PTY LTD

SIDESHIFT

SINGLEN.A. N.A. N.A.

2745 HIRE 921

PNEUMATIC

123456 2W370

RATED CAPACITIES - SIDESHIFT & LOAD IN CENTRE POSITION

Do you need any permits? Does the load have any special features?

Does the forklift have enough capacity to carry the load? Check the data plate.

Blind spots caused by:• Corners• The mast• The load.

PC 1.1

© Easy Guides Australia Pty. Ltd. May not be reproduced36

CHAPTER 1 – PLAN WORK/TASK

Hazard versus riskWhat is the difference? Different hazards and risks emerge constantly—sometimes instantly.

HazardA hazard is any thing or any situation which could injure or harm you.

In other words, it is anything that can hurt you.

RiskA risk is the chance of a hazard causing harm such as injury, illness or even death.

In other words, how likely it is that somebody or something may be harmed by the hazard.

PC 2.1

© Easy Guides Australia Pty. Ltd. May not be reproduced37

CHAPTER 1 – PLAN WORK/TASK

Site inspectionThere are a lot of hazards and risks on work sites that you need to be aware of. Hazards can cause accidents, injuries and even death.

Hazards and hazard controls need to be considered when planning work.

The work site should be inspected by looking for hazards and risks that exist:

• Above eye level (in the air)• At eye level• Below eye level (on the ground).

You should always follow workplace procedures for conducting site inspections.

At eye level

Below eye level (on the ground)

Above eye level (in the air)

PC 1.1

© Easy Guides Australia Pty. Ltd. May not be reproduced39

CHAPTER 1 – PLAN WORK/TASK

Hazards – outdoorsIf you are working outdoors there may be hazards such as:

Powerlines or overhead service lines

Pedestrians and workers

ground conditions, eg. wet surfaces

Underground services

Surrounding structures like buildings

Railway crossings and other

hazards unique to your workplace

Other plant and equipment

Vehicle traffic

Bridges

Ramps or slopes

Poor weather conditions and wind

Trees

Loading docks

PC 1.1

© Easy Guides Australia Pty. Ltd. May not be reproduced42

CHAPTER 1 – PLAN WORK/TASK

Rated capacityThe rated capacity is the amount of weight the forklift is designed to lift at a certain load height and load centre distance as is shown on the data plate.

The rated capacity or the load centre distance of the forklift may vary depending on:

• The height of the lift• The load centre distance (The most common is 600mm)• The mast position (vertical or forward)• Any attachments that are fitted.

The rated capacity is displayed on the forklift data plate and may also be called the capacity or maximum capacity.

The rated capacity may be reduced once the load is lifted over a certain height.

An increase in load centre will reduce the forklifts rated capacity and stability.

The rated capacity and stability will be reduced when the mast is tilted forward.

PC 1.3

© Easy Guides Australia Pty. Ltd. May not be reproduced43

CHAPTER 1 – PLAN WORK/TASK

Checking the rated capacityCheck the data plate to find the rated capacity.

FORK TRUCK LOAD AND WARNING NOTICEOperators must be trained and authorised. Do not operate the lift truck

if it is in need of repair. This capacity plate is not transferable and is invalidated by any change to specifications.

PLATE I.D.: DEALER:

MODEL: S/NO: MAST:

MAST/CARRIAGE TILT DEGREES: TYRE PRESSURES KPA: FORWARD/DOWN: FRONT:

BACK/UP: REAR:

DRIVE WHEELS: TYRE TYPE:

TRACTION BATTERY WEIGHT (KG) MIN: MAX: VOLT:

TARE WEIGHT WITHOUT TRACTION BATTERY (KG):

EASY GUIDES PTY LTD

SIDESHIFT

2W370

RATED CAPACITIES - SIDESHIFT & LOAD IN CENTRE POSITIONLOAD CENTRE

(MM)LIFT/LOAD HEIGHT

(MM)MAST VERTICAL CAPACITY (KG)

MAST FORWARD CAPACITY (KG)

90015753700600

12345

6 68612 686

SINGLEN.A. N.A. N.A.

2745 HIRE 921

PNEUMATIC

123456A12345A

1575 kg with a sideshift attachment lifting a load to a 3700 mm height with vertical mast and a 600 mm load centre

OR

900 kg with a sideshift attachment lifting a load to a 3700 mm height with forward tilted mast and a 600 mm load centre

The forklift with the following data plate attached has the rated capacity of:

PC 1.3

© Easy Guides Australia Pty. Ltd. May not be reproduced44

CHAPTER 1 – PLAN WORK/TASK

Load centre distanceLoad centre distance is the distance measured from the vertical face of the forks to the centre of gravity of the load.

The load centre distance affects how much weight the forklift can lift.

The load centre distance will be marked on your forklift’s data plate.

For example, this forklift is lifting a 1500 kg load.

The forklift rated capacity is 1575 kg at a 600 mm load centre distance.

It’s okay to lift this weight.

But the load centre distance must be checked to make sure it is 600 mm or less first. 600mm is the most common load centre distance in millimetres.

1500 kg

600 mm

Vertical face

Load centre distance

PC 1.3

May not be reproduced170© Easy Guides Australia Pty. Ltd.

CHAPTER 4 – PACK UP

To stop the forklift truck being moved by someone who is unauthorised (does not have permission).

QUESTION 91

Why do you need to take out the ignition key when leaving the forklift unattended (by itself)?

PC 4.1, 4.2