Unit of competency details

TLID1107C - Conduct specialised forklift operations (Release 1)


Usage recommendation:
Is superseded by and equivalent to TLID3011A - Conduct specialised forklift operations06/Mar/2011

ReleaseRelease date
1 1 (this release) 01/Feb/2010

Training packages that include this unit

CodeSort Table listing Training packages that include this unit by the Code columnTitleSort Table listing Training packages that include this unit by the Title columnRelease
AUR05 - Automotive Industry Retail, Service and Repair Training PackageAutomotive Industry Retail, Service and Repair Training Package 3.0 
FPP10 - Pulp & Paper Manufacturing Industry Training PackagePulp & Paper Manufacturing Industry Training Package 1.0-1.1 
RII09 - Resources and Infrastructure Industry Training PackageResources and Infrastructure Industry Training Package 2.0-3.2 
FPI05 - Forest and Forest Products Training PackageForest and Forest Products Training Package 3.0 
TLI07 - Transport and Logistics Training Package (Superseded by TLI10)Transport and Logistics Training Package (Superseded by TLI10) 1.0 

Qualifications that include this unit

CodeSort Table listing Qualifications that include this unit by the Code columnTitleSort Table listing Qualifications that include this unit by the Title columnUsage RecommendationRelease
RII30909 - Certificate III in Civil ConstructionCertificate III in Civil ConstructionSuperseded
AUR20408 - Certificate II in Automotive Electrical TechnologyCertificate II in Automotive Electrical TechnologySuperseded
FPI30205 - Certificate III in Harvesting and HaulageCertificate III in Harvesting and HaulageSuperseded
FPP20210 - Certificate II in Papermaking OperationsCertificate II in Papermaking OperationsSuperseded
FPI30105 - Certificate III in Forest Growing and ManagementCertificate III in Forest Growing and ManagementSuperseded
FPI30605 - Certificate III in Timber MerchandisingCertificate III in Timber MerchandisingSuperseded
FPP30210 - Certificate III in Papermaking OperationsCertificate III in Papermaking OperationsSuperseded
AUR20611 - Certificate II in MarineCertificate II in MarineSuperseded
FPI30505 - Certificate III in Timber Manufactured ProductsCertificate III in Timber Manufactured ProductsSuperseded
FPI30305 - Certificate III in Sawmilling and ProcessingCertificate III in Sawmilling and ProcessingSuperseded
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SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 030717 Plant And Machine Operations  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 030717 Plant And Machine Operations  25/Nov/2008 
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Modification History

Not applicable.

Unit Descriptor

This unit involves the skills and knowledge required to operate a forklift with specialised attachments or all-terrain equipment, including checking attachments and worksite for suitability, selecting the type of forklift and accessories for required load shifting tasks, and shifting load and completing work in accordance with operational requirements. Assessment of this unit will usually be undertaken within a licensing examination conducted by, or under the authority of, the relevant state/territory OH&S authority.

Application of the Unit

Specialised operation of a forklift must be carried out in compliance with the licence requirements and regulations of the relevant state/territory authority.

Specialised operation of a forklift is performed under some supervision, generally within a team environment. It involves the application of equipment operation principles and procedures to maintain the safety and specialised operation of a forklift in a wide variety of operational contexts.

Licensing/Regulatory Information

Refer to Unit Descriptor


Not applicable.

Employability Skills Information

The required outcomes described in this unit of competency contain applicable facets of Employability Skills. The Employability Skills Summary of the qualification in which this competency is packaged will assist in identifying employability skill requirements.

Elements and Performance Criteria Pre-Content

Elements describe the essential outcomes of a unit of competency.

Performance criteria describe the required performance needed to demonstrate achievement of the element. Assessment of performance is to be consistent with the evidence guide.

Elements and Performance Criteria

Elements and Performance Criteria 


Performance Criteria 


Check attachments and worksite for suitability 


Suitable work site is selected for operations


Work area is checked for overhead obstructions and proximity to service delivery lines


Barriers or warning signs are erected in areas subject to passing traffic


Attachments and platforms are securely fixed to carriage or tines


Personnel support platforms are inspected to ensure compliance with the relevant Australian Standard


Select type of forklift and accessories for the required workplace task 


Special equipment, accessories or attachments are identified to match load characteristics and work requirements


Appropriate specialised equipment is selected


Existing attachments are removed and stored according to workplace procedures


Specialised equipment is fitted according to manufacturers instructions and workplace procedures


Designated staff are notified regarding specialist operations


Shift load and complete work 


Equipment is operated within safe working limits and to maximise efficiency of operations


Load is lifted, carried and set down in accordance with workplace and manufacturers procedures and regulatory requirements


Documentation is completed reporting any damage or faults to goods or equipment


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

Required Skills and Knowledge


This describes the essential knowledge and skills and their level required for this unit.

Required knowledge :

Relevant duty of care requirements pertaining to the specialised operation of a forklift

Relevant OH&S and environmental procedures and regulations

Workplace operating procedures

Forklift controls, instruments and indicators and their use

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

Handling procedures for forklifts involved in specialised operations

Procedures to be followed in the event of an operational emergency

Operating hazards and related defensive driving and hazard control techniques

Engine power management and safe operating strategies

Efficient driving techniques

Pre-operational checks carried out on forklift and accessories and related action

Site layout and obstacles

Principles of stress management when driving a forklift

Required skills :

Communicate effectively with others when conducting specialised forklift operations

Read and interpret instructions, procedures, information and signs relevant to specialised forklift operations

Interpret and follow operational instructions and prioritise work

Complete documentation related to specialised forklift operations

Operate electronic communication equipment to required protocol

Work collaboratively with others when conducting specialised forklift operations

Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others

Promptly report and/or rectify any identified problems, faults or malfunctions that may arise when conducting specialised forklift operations in accordance with regulatory requirements and workplace procedures

Implement contingency plans for unexpected events that may occur when conducting specialised forklift operations

Apply precautions and required action to minimise, control or eliminate hazards that may exist during specialised forklift operations

Monitor work activities in terms of planned schedule

Modify activities depending on differing operational contingencies, risk situations and environments

Apply fatigue management knowledge and techniques

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

Operate and adapt to differences in equipment in accordance with standard operating procedures

Select and use required personal protective equipment conforming to industry and OH&S standards

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

Monitor performance of equipment

Service equipment in terms of maintenance schedule and standard operating procedures

Check and replenish fluids and carry out lubrication processes in the course of work activities

Evidence Guide

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit 

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:

the underpinning knowledge and skills

relevant legislation and workplace procedures

other relevant aspects of the range statement

Context of and specific resources for assessment 

Performance is demonstrated consistently over a period of time and in a suitable range of contexts

Resources for assessment include:

a range of relevant exercises, case studies and other simulated practical and knowledge assessment, and/or

access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments, access is required to:

relevant and appropriate materials and/or equipment, and/or

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

Method of assessment 

Assessment of this unit must be undertaken by a registered training organisation

As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests

Practical assessment must occur:

through appropriately simulated activities at the registered training organisation, and/or

in an appropriate range of situations in the workplace

Range Statement


The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance.

Types of forklift may include:

counterbalance trucks

reach trucks

pallet trucks

container-handling heavy forklifts


top frame

Specialised forklift operations may be carried out in typical forklift operational situations, including:

operations conducted at day or night

typical weather conditions

on the open road

on a private road or worksite

while at a workplace

Customers may be:

internal or external

Workplaces may comprise:

large, medium or small worksites

Specialised forklift may be used to assist in a range of workplace tasks, including:

stock/goods/container handling

loading and unloading vehicles

stacking stock and goods

lifting and moving equipment

transporting materials and goods in a workplace

Work may be conducted in:

restricted spaces

exposed conditions

controlled or open environments

Loads to be shifted may require:

special precautions

Specialised forklift operations may involve the use of a range of attachments and accessories, including:


drum carriers

bale carriers


personnel carriers

high reaching



paper clamps


side lifters

Loads to be shifted may be:

irregularly shaped

packaged or unpackaged

labelled or unlabelled

palleted or unpalleted


Personnel in the work area may include:

workplace personnel

site visitors


official representatives

Forklift operational procedures may include:

starting a forklift (including pre-start checks)

steering and manoeuvring a forklift

accelerating and braking

positioning and stopping a forklift

reversing a forklift

operating forklift controls, instruments and indicators

using defensive driving techniques

managing engine performance

Pre-operational checks may include but are not limited to:

visual checking of forklift and its associated accessories and equipment

checking and topping up of fluid levels

checks of tyres

checks of operation of forklift lights and indicators

checks of brakes

Post-operational checks may include but are not limited to:

parking in a safe place

shutting down forklift

lowering all equipment

visually checking for faults or damage

Hazards may include (examples only):

wet and iced operating surfaces

oil on operating surface

faulty brakes

workplace obstacles and other operational equipment and vehicles

damaged loads and pallets

other personnel in work area

Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:

company procedures

enterprise procedures

organisational procedures

established procedures

Personal protective equipment may include:


safety headwear and footwear

safety glasses

two-way radios

high visibility clothing

Information/documents may include:

goods identification numbers and codes, including IMDG markings and HAZCHEM signs

manifests, bar codes, picking slips, merchandise transfers, stock requisitions, goods and container identification

Australian Standard 2359 - Industrial Truck Code

manufacturers specifications for forklift and associated accessories and equipment

operations and service record book or log

workplace procedures and policies for the operation of forklifts

supplier and/or client instructions

material safety data sheets

regulatory requirements concerning the use of forklifts

award, enterprise bargaining agreement, other industrial arrangements

standards and certification requirements

quality assurance procedures

emergency procedures

Applicable procedures and codes may include:

relevant state/territory regulations pertaining to the operation of forklifts

relevant codes and standards, including Australian Standard 2359 - Industrial Truck Code

relevant state/territory OH&S legislation

relevant state/territory fatigue management regulations

relevant state/territory environmental protection legislation

Unit Sector(s)

Not applicable.

Competency Field

D - Load Handling