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TLID1307C

Move  materials  mechanically  


using  automated  equipment    

MC  
Armstrong’s  Driver  Education  
 
Learner  Guide  
TLID1307C Move materials mechanically using automated equipment

Page 2 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Contents
What this Learner’s Guide is about ........................................ 5
Planning your learning ........................................................... 6
How you will be assessed ...................................................... 8

Section 1............................................................................................. 9
What is mechanical materials handling equipment? .............. 9

Section 2........................................................................................... 27
Select, maintain and correctly operate a range of MMHE in the
road transport industry ......................................................... 27

Additional resources ....................................................................... 76

Assessment tasks ................................. Error! Bookmark not defined.

Feedback on activities .................................................................... 78

Training record information ................. Error! Bookmark not defined.


Assessment checklist and record sheetsError! Bookmark not
defined.
Training record sheet ............. Error! Bookmark not defined.

© Australian National Training Authority 2003 Page 3


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Page 4 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

What this Learner’s Guide is about

This  Learner’s  Guide  is  about  the  skills  and  knowledge  required  to  
move  materials  mechanically  using  automated  equipment  such  as  
automatic  guided  vehicles,  tow  motors,  high  level  order  pickers,  
conveyor  systems,  and  mechanised  pallet  movers.  This  includes  
selecting  appropriate  mechanical  moving  equipment  (where  relevant),  
moving  materials/goods  in  accordance  with  operational  requirements,  
checking  condition  of  materials/goods  and  completing  all  required  
documentation.  

The  Elements  of  Competency  from  the  unit  TLID1307C  Move  materials  
mechanically  using  automated  equipment  covered  in  this  Learner’s  
Guide  are  listed  below.  
Select  load  moving  equipment  
Move  goods  
Check  goods  and  complete  documentation  
This  unit  of  competency  is  from  the  Transport  and  Logistics  
Training  Package  (TLI07).  
 

© Australian National Training Authority 2003 Page 5


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Planning your learning

It  is  important  to  plan  your  learning  before  you  start  because  you  may  
already  have  some  of  the  knowledge  and  skills  that  are  covered  in  this  
Learner’s  Guide.  This  might  be  because:  
• you  have  been  working  in  the  industry  for  some  time,  
and/or  
• you  have  already  completed  training  in  this  area.  

Together  with  your  supervisor  or  trainer  use  the  checklists  on  the  
following  pages  to  help  you  plan  your  study  program.  Your  answers  to  
the  questions  in  the  checklist  will  help  you  work  out  which  sections  of  
this  Learner’s  Guide  you  need  to  complete.  

This  Learner’s  Guide  is  written  with  the  idea  that  learning  is  made  more  
relevant  when  you,  the  learner,  are  actually  working  in  the  industry.  
This  means  that  you  will  have  people  within  the  enterprise  who  can  
show  you  things,  discuss  how  things  are  done  and  answer  any  
questions  you  have.  Also  you  can  practise  what  you  learn  and  see  how  
what  you  learn  is  applied  in  the  enterprise.  

If  you  are  working  through  this  Learner’s  Guide  and  have  not  yet  found  
a  job  in  the  industry,  you  will  need  to  talk  to  your  trainer  about  doing  
work  experience  or  working  and  learning  in  some  sort  of  simulated  
workplace.    

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ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Section 1: What is mechanical materials


handling equipment?

Are  you  able  to:   Yes   No  


1. define  mechanical  materials  handling?          
2. identify  a  range  of  mechanical  materials  
handling  equipment  used  within  the  road  
transport  industry?          
3. outline  the  use  of  a  range  of  mechanical  
materials  handling  equipment  (MMHE)  
used  within  the  road  transport  industry?            
4. explain  what  regulations  you  need  to  
comply  with  before  using  the  MMHE?            
5. explain  any  workplace  policies  that  apply  
to  the  use  of  MMHE?          
6. identify  the  types  of  loads  that  a  range  of  
MMHE  can  safely  carry?          

Section 2: How to safely operate mechanical


materials handling equipment?

Are  you  able  to:   Yes   No  


1. outline  the  requirements  for  the  
maintenance  of  MMHE?          
2. complete  a  pre-­‐use  check  on  a  range  of  
MMHE?            
3. identify  then  eliminate  any  workplace  
hazards  which  will  affect  the  safe  
operation  of  MMHE?          
4. report  the  results  of  the  inspection  
according  to  the  workplace  requirements?            
5. select  the  appropriate  type  of  MMHE  to  
complete  a  range  of  tasks?          
6. demonstrate  (under  supervision)  the  
correct  and  safe  operation  of  at  least  three  
types  of  MMHE  within  a  workplace  
situation?          

© Australian National Training Authority 2003 Page 7


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

How you will be assessed

Assessment  of  this  Unit  of  Competency  will  include  observation  of  real  
or  simulated  work  processes  using  workplace  procedures  and  
questioning  on  underpinning  knowledge  and  skills.  It  must  be  
demonstrated  in  an  actual  or  simulated  work  situation  under  
supervision.  

You  will  be  required  to:  


• drive  a  Forklift  truck  
• demonstrate  basic  maintenance  skills  for  MMHE  
• undertake  inspections  of  MMHE  used  in  the  workplace  
• identify  licensing  requirements  for  MMHE  
• carry  out  a  maintenance  check  on  a  conveyor  system  
• shut  down  and  pack  a  crane.  

Page 8 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Section 1

What is mechanical materials


handling equipment?

© Australian National Training Authority 2003 Page 9


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Section outline

Areas  covered  in  this  section  

Definition  of  mechanical  materials  handling  equipment  (MMHE)  

The  types  of  MMHE  and  what  they  are  used  for  

Regulations  and  workplace  policies  that  you  need  to  know  before  
using  MMHE  

Identifying  what  type  of  loads  the  MMHE  can  carry  

Page 10 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

What is mechanical materials handling?

Materials  handling  may  be  defined  as  moving  an  object  from  one  place  
to  another.  Therefore,  mechanical  materials  handling  may  be  defined  
as  moving  an  object  from  one  place  to  another  by  using  mechanised  
equipment.  

Within  a  road  transport  organisation,  goods  or  objects  are  moved  


many  times  a  day,  mostly  with  mechanical  equipment.  

© Australian National Training Authority 2003 Page 11


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Activity 1: Moving goods around your workplace

Take some time to look around your workplace at the tasks


involved in moving goods or objects from one place to another.
Group each of the tasks into either:
• manual materials handling tasks
• mechanical materials handling tasks.

List your answers below.

Manual handling tasks Mechanical handling tasks

Why are some of these tasks manual handling and others are
mechanical handling tasks?

Write your reasons below.

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ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

What types of mechanical materials handling


equipment are there available?

There  is  a  vast  range  of  MMHE  that  can  be  used  within  the  workplace.  
Obviously  the  type  of  MMHE  used  in  your  workplace  depends  on  the  
type  of  load  or  objects  that  you  need  to  move.  

Most  types  of  MMHE  are  made  in  a  range  of  sizes  to  suit  different  
work  requirements.  

Some  types  of  this  equipment  include,  but  are  not  restricted  to:  
• Forklift  trucks  (including  attachments)  
• sidelifters  
• mobile  cranes  
• fixed  overhead  travelling  cranes  (includes  equipment  such  
as  slings  and  shackles)  
• conveyors  
• carts  and  trolleys  
• hand  pallet  trucks  
• ride  on  pallet  trucks  
• tow  motors  and  trolleys  
• skates.  

© Australian National Training Authority 2003 Page 13


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Activity 2: Types of MMHE used in your workplace

What type of lifting and mechanical handling equipment do you use


in your workplace? List the types of equipment below.

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Using the following resource material:


• sales brochures from equipment suppliers
• materials handling magazines
• road transport magazines
• the internet
• libraries
• books
• previous knowledge and experience.

List any other MMHE that could be used in your workplace.

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ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

What conveyor systems are in use in your workplace?

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What are these conveyors used for?

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© Australian National Training Authority 2003 Page 15


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

In  much  the  same  way  as  you  need  a  licence  before  you  can  drive  a  
motor  car  or  truck,  some  mechanical  materials  handling  equipment  
also  requires  you  to  have  a  licence.  

Other  mechanical  handling  equipment  may  not  require  a  licence  but  


will  have  other  requirements  for  use  of  the  equipment.  These  
requirements  may  be  placed  on  you  by  your  workplace  or  by  
government  authorities.  

Each  state/territory  in  Australia  has  different  regulations  and  


requirements  for  the  operation  of  Forklift  trucks  and  other  mechanical  
materials  handling  equipment.  You  will  need  to  find  out  what,  if  any,  
regulations  exist  in  your  state/territory.  It  is  also  necessary  for  you  to  
find  out  if  these  regulations  differ  from  the  National  Worksafe  
Australia  guidelines.  You  can  obtain  this  information  from:  
• Department  of  Industrial  Relations  
• Worksafe  Australia,  National  Occupational  Health  and  
Safety  Commission  
• your  workplace  trainer  
• people  you  work  with,  operators  of  the  equipment.  

Page 16 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Activity 3: Obtaining a licence to operate MMHE

Using the list of MMHE from Activity 2, list the regulations for
obtaining a licence to drive/operate this equipment in your
state/territory.

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© Australian National Training Authority 2003 Page 17


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

What is a Forklift truck?

The  regulations  define  the  term  ‘Forklift  truck’  as  a  powered  industrial  
truck:  
• equipped  with  an  elevated  load  carriage  designed  to  
permit  tier  loading  of  one  load  on  another  
• equipped  with  forks  or  other  load  handling  means  
• capable  of  self  loading  
• on  which  an  operator  can  sit  to  operate.  

Forklift  trucks  are  available  in  many  different  forms  with  many  
different  specifications.  The  six  main  types  of  Forklifts  are:  
• straddle  trucks  
• reach  truck  
• order  picker  
• counter  balanced  stand  up  
• walkie  straddle  
• walkie  reach.  

What is required for Forklift safety?

The  most  important  aspect  of  Forklift  truck  driving  is  safety.  As  a  
Forklift  truck  driver  you  must  be  aware  that  there  are  always  people  
working  around  you  and  if  there  was  an  accident  they  may  be  injured.  

Accident  statistics  in  Australia  show  that  one  in  ten  workplace  
accidents  involves  a  Forklift  truck  (1993).  These  accidents  can  be  
prevented  only  if  companies  and  individuals  realise  the  implications  of  
these  accidents  and  take  steps  to  prevent  them  from  happening.  

What is duty of care?

The  Occupational  Health,  Safety  and  Welfare  Act  applicable  in  your  
state/territory  not  only  requires  you  to  fulfil  certain  obligations  before  
you  drive  a  Forklift  truck,  but  also  while  you  are  driving  the  Forklift  
truck.  

Page 18 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Activity 4: Occupational Health and Safety Act as it relates to


Forklift trucks

Discuss the legal requirements and the Occupational health, safety


and welfare act as it relates to the use of Forklift trucks with your:
• trainer
• OHS committee
• workmates.

What does the term `Duty of Care’ mean to you, as a Forklift truck
driver. Write your answer below.

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Think about the type of responsibilities your employer may have


towards you, the Forklift truck driver. List these responsibilities in
the space provided below.

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Refer to the Occupational health and safety act to check your


answers then discuss these with your trainer.

© Australian National Training Authority 2003 Page 19


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Causes  of  Forklift  truck  accidents  

There  are  many  types  of  accidents  that  can  happen  to  a  Forklift  truck  
operator  or  other  workers.  The  more  common  accidents  are:  
• being  hit  by  a  moving  Forklift,  including  feet  being  run  over  
• operator  being  hit  by  falling  object  
• other  employees  being  hit  by  a  falling  object  
• accidents  occurring  while  getting  on  or  off  the  Forklift  
• collision  with  other  vehicles  or  objects.  

Personal protective clothing

The  wearing  of  personal  protective  clothing  is  an  important  factor  for  
your  protection  and  is  a  legal  OHS  requirement.  

The  types  of  personal  protective  equipment  are  varied  and  are  
determined  by  the  work  you  do.  Some  types  of  personal  protective  
equipment  include:  
• safety  helmets  
• safety  glasses  
• safety  boots  and  shoes  
• gloves  
• aprons  
• overalls.  

Different  organisations  have  different  personal  protective  clothing  


requirements  for  their  Forklift  truck  operators,  depending  on  many  
factors.  

Page 20 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Activity 5: Safety equipment and protective clothing

What protective clothing are you required to wear in your workplace


while driving the Forklift truck?

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Are there any items of safety equipment that you use in your
workplace that are not listed in this Learner’s Guide? If there are,
list these below.

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© Australian National Training Authority 2003 Page 21


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Types of power used in operating Forklifts

Forklift  trucks  are  powered  by  an  internal  combustion  engine  or  
battery.  

The  internal  combustion  engine  in  a  Forklift  works  on  the  same  
principles  as  your  car.  Like  your  car  they  burn  fuel  such  as:  
• liquid  petroleum  gas  (LPG)  
• diesel  fuel    
• petrol  (  not  a  common  source  of  power).  

LPG  fuelled  Forklift  trucks  are  often  used  indoors  as  opposed  to  petrol  
or  diesel  fuelled  Forklift  trucks  which  are  more  often  used  outdoors.  
Petrol  emits  more  toxic  fumes  than  either  LPG  or  diesel  fuel.  

Most  Forklift  trucks  use  the  internal  combustion  engine  rather  than  
battery  power  because  of  its  greater  versatility  as  a  power  source.  
Since  an  internal  combustion  Forklift  develops  more  torque  than  a  
battery  powered  Forklift  truck,  it  yields  more  power.  Internal  
combustion  Forklift  trucks  will  have  a  higher  grade  climbing  ability  
than  a  comparable  battery  powered  Forklift  truck.  

Battery  powered  Forklifts  are:  


• fume  free  
• quieter  
• able  to  be  built  to  a  smaller  scale  with  fewer  parts.  

The  fact  it  is  fume  free  means  that  it  is  ideally  suited  for  use  in  
operations  such  as  food  processing  or  in  manufacturing  plants  where  
people  are  working  in  a  confined  or  poorly  ventilated  areas.  

Page 22 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Activity 6: Safety in Forklift truck use

Why would you use a battery powered Forklift truck in an enclosed


area rather than a combustion powered Forklift?

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What is the safe working load (SWL) for your workplace Forklift
truck?

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What is the minimum distance you should keep your Forklift truck
and load away from power lines?

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Describe the type of surface on which a Forklift truck should


operate?

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Can you operate a Forklifts truck on sloping ground?

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© Australian National Training Authority 2003 Page 23


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

When should `personal protective equipment’ be worn in the


workplace?

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There is feedback on this activity at the back of this Learner’s


Guide.

Page 24 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Operational  work  cycle  of  the  Forklift  truck  

A  complete  series  of  movements  associated  with  using  an  industrial  


Forklift  truck  consists  of  the  following:  
• move  to  the  load  
• pick  up  the  load    
• move  with  the  load  
• deposit  the  load  
• move  away  from  the  load.  

Forklift  specifications  include:  


• capacity  to  lift  different  weights  
• capacity  to  lift  the  load  to  differing  heights  
• load  centres  which  may  be  different.  

The  counterbalance  sit  down  Forklift  consists  of  a  number  of  basic  
parts.  These  are:  
• headlamps    
• counterweight  
• operators  seat  
• drive  axle  and  wheels  
• steering  axle  and  wheels  
• fuel  tank    
• tilt  cylinder  
• lift  cylinder  
• lift  chain    
• steering  wheel  
• overhead  guard  
• forks  or  tynes.  

Only  properly  trained  and  authorised  drivers  should  operate  Forklift  


trucks.  

Before  operating  any  type  of  equipment  for  the  first  time  you  should  
consult  the  operator’s  handbook.  

© Australian National Training Authority 2003 Page 25


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Activity 7: Identify Forklift truck components

Complete the following activity. Match the components listed in the


table to the numbers shown on the Forklift diagram

Component Number
overhead guard
carriage
load backrest
forks
mast
tilt cylinder
counterbalance
lift cylinder
manufacturer’s data plate
steer axle

There is feedback on this activity at the back of this Learner’s


Guide.

Page 26 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Section 2

Select, maintain and correctly


operate a range of MMHE in the
road transport industry

© Australian National Training Authority 2003 Page 27


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Section outline

Areas  covered  in  this  section  

Selection  of  MMHE  

Manufacturer’s  data  plate  

Steering  

Weight  guidelines  

Accidents  

Hydraulic  systems  

Loading,  carrying  and  unloading  

Refuelling  and  recharging  

Page 28 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Selection of mechanical materials handling


equipment

Versatility  of  the  Forklift  truck  

Forklift  trucks  can  be  adapted  to  carry  out  a  number  of  specialised  
functions  by  replacing  the  forks  with  attachments.  Some  of  these  
include:  
• bale  clamps  -­‐  clamps  for  handling  bales  or  paper  rolls  
• drum  clamps  -­‐  used  in  the  chemical  and  petroleum  industry  
• rotators  -­‐  revolving  carriage  for  emptying  barrels  and  skips  
• paper  roll  clamps  -­‐  can  rotate  and  pick  up  two  sizes  of  rolls  
at  the  same  time  
• personnel  lift,  or  work  platform  -­‐  used  where  there  is  a  
need  to  elevate  personnel  to  perform  special  tasks  of  
short  duration  
• carpet  spike  -­‐  for  handling  carpets  or  rolls  of  wire  
• jibs  -­‐  to  lift  and  suspend  loads  or  work  as  a  small  crane  
• shovels  -­‐  for  picking  up  rubble.  

Although  some  types  of  MMHE  are  suited  to  specific  loads,  generally,  
loads  can  be  shifted  by  using  more  than  one  type  of  MMHE.  

How  do  you  select  which  type  of  MMHE  to  use?  

You  need  to  consider  the  following:  


• the  load:  
− type  
− weight  
− shape  
• the  environment  
− available  space  
− ramps  or  steps  
− rough  or  smooth  ground  
• the  distance  the  load  is  to  be  shifted  
• the  availability  of  different  mechanical  materials  handling  
equipment  

© Australian National Training Authority 2003 Page 29


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

• the  most  efficient  type  of  MMHE  which  will  enable  you  to  
shift  the  load  as  quickly  as  possible  with  the  least  amount  
of  effort.  

Page 30 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Activity 8: Suitability of MMHE

Walk around the workplace and complete the following chart.

Task Type of MMHE that Why would you use


you would use this equipment?

© Australian National Training Authority 2003 Page 31


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Make  sure  the  Forklift  has  been  parked  correctly  before  you  do  any  
checks.  This  means:  
• park  on  level  ground  
• lower  forks  completely,  and  tilt  them  forward  slightly,  so  
that  the  tips  are  in  contact  with  the  ground  
• place  all  controls  at  neutral  
• apply  the  parking  brake  
• switch  off  the  engine  or  power  supply  and  remove  the  key  
• close  the  fuel-­‐isolating  valve  on  LP  gas  fuelled  Forklift  
truck.  

Make  sure  the  Forklift  truck  is  clean  and  tidy  and  there  is  no  rubbish  
lying  on  the  floor.  Dirty,  greasy  machines  can  be  a  safety  hazard.  
 

Page 32 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Activity 9: Pre-start and post-start safety checks on the MMHE

Before starting work, you should also carry out a pre-start safety
check. No vehicle should be operated unless it is in good working
condition. Check the following:

Pre-start safety check Yes No Comments


list
1. Is data and load
capacity plate
attached to vehicle
and in good
condition?
2. Are tyres in good
condition and are tyre
pressures correct?
3. Is the engine oil level
correct?
4. Are there any oil
leaks?
5. Is fuel tank filled? If
LPG powered, confirm
that LPG compliance
plate is current and
relief valve is facing
up.
6. Is the hydraulic oil
level correct?
7. Are the chain mast
and hinges in good
condition and
lubricated?
8. Are there any fuel
leaks?
9. Are there any water
leaks?
10. Is the electrically
operated Forklift truck
sufficiently charged?

© Australian National Training Authority 2003 Page 33


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Pre-start safety check Yes No Comments


list
11. Is the battery fluid
level correct? Are the
terminals free of
corrosion?
12. Are the safety guards
in good condition?
Check for cracks.
13. Is the radiator coolant
level correct?

There are a number of checks that must be carried out after you
have started the Forklift truck. Make sure the Forklift truck is in
neutral and the handbrake is applied. Start the engine (fuel
operated). Turn on the power (electric).

Post-start safety check Comments


list
1. Is there sufficient fuel?

2. Is the oil pressure


correct?

3. Are hydraulics are in


working order, so that
the forks can be:
• raised?
• lowered?
• tilted?
4. Are the hand brake
and the foot brake
working?
5. Is the hydraulic lifting
mechanism in proper
working condition?

Page 34 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Post-start safety check Comments


list
6. Are warning devices and
lights are working? For
example:

• horn
• indicators
• reversing device
• flashing lights.
7. Is the steering OK?

8. Is the transmission oil


at the correct level?

Should you find any faults or damage, do not operate the Forklift
truck. Park the vehicle in the appropriate manner, switch off and
remove key. Tag the Forklift, and report faults or damage to your
trainer.

© Australian National Training Authority 2003 Page 35


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Manufacturer’s data plate

Every  Forklift  truck  shall  have  attached,  in  clear  view  of  the  operator,  a  
Data  plate  which  will  include  the  following  information:  
• make  
• model  number  
• serial  number  
• safe  working  load  at  nominated  load  centre  distances  
(mast  vertical)  
• alternative  rating  mast  full  up  with  full  tilt  forward  
• mast  tilt  (degrees  forward  and  rear)  
• maximum  lift  height  
• tyre  pressure  
• gross  vehicle  weight  and  steer  axle  load  (unladen,  mast  
vertical),  or  drive  axle  and  steer  axle  loads  (unladen).  

Where  attachments  are  fitted,  the  plate  will  show:  


• rated  capacity  of  attachment  when  fitted  to  that  
make/model  at  the  nominated  load  centre  distance  
• gross  weight  of  the  attachment  
• test  load  applied.  

Page 36 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Activity 10: Forklift truck safety

Can additional counterweights be added to a Forklift truck?

____________________________________________________

____________________________________________________

____________________________________________________

Why shouldn’t you operate a Forklift truck with a flat or under-


inflated tyre?

____________________________________________________

____________________________________________________

What is the correct tyre pressure for the Forklift truck?

____________________________________________________

____________________________________________________

What are the three mandatory safeguards for the Forklift truck?

____________________________________________________

____________________________________________________

____________________________________________________

Give three reasons for doing post-operational checks.

1. ___________________________________________________

2. ___________________________________________________

3. ___________________________________________________

What would you do if you found a structural fault in your Forklift


truck?

____________________________________________________

____________________________________________________

© Australian National Training Authority 2003 Page 37


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Should your Forklift truck be refuelled while the engine is running?


Explain your answer.

____________________________________________________

____________________________________________________

For what reason is the fuel isolator valve turned off after parking
and leaving a Forklift truck?

____________________________________________________

____________________________________________________

There is feedback on this activity at the back of this Learner’s


Guide.

Page 38 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Fork length

You  should  always  use  a  shorter  fork  than  the  load  you  are  handling.  
For  example,  if  you  are  handling  a  1200mm  pallet  you  should  use  
1000mm  forks.  This  is  to  prevent  the  forks  from  protruding  beyond  the  
load  and  damaging  another  load  when  stacking.  

Fork  extensions  slide  over  the  regular  forks  to  give  added  length.  

Fork  spacing  

The  forks  should  be  evenly  spread  out  towards  the  sides  of  the  load.  
The  distance  between  the  forks  should  be  adjusted  to  around  60-­‐70%  
width  of  the  pallet  to  give  the  best  possible  support  and  to  enable  
greater  manoeuvrability,  especially  when  stacking  or  unstacking  in  a  
confined  area.  

© Australian National Training Authority 2003 Page 39


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Activity 11: Forklift truck stability

Discuss with your trainer how lengthening the load centre can
affect the capacity of a Forklift truck?

____________________________________________________

____________________________________________________

____________________________________________________

Can a load be carried by only one fork of a Forklift truck?

____________________________________________________

____________________________________________________

____________________________________________________

There is feedback on this activity at the back of this Learner’s


Guide.

Page 40 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Steering

Forklift  truck  steering  features  rear  end  steering,  power  steering  and  
steering  which  will  not  self  centre.  

Rear  end  steering:  


• allows  the  Forklift  truck  to  turn  much  sharper  than  front  
wheel  steering  
• tail  end  swing  is  a  characteristic  of  Forklift  trucks.  This  is  a  
result  of  being  steered  by  rear  wheels.  An  operator  needs  
to  become  accustomed  to  this.  

The  effects  of  rear  wheel  steering  are  somewhat  similar  to  driving  a  
motor  vehicle  in  reverse.  It  also  imposes  different  steering  
characteristics.  When  a  motor  vehicle  is  turning,  the  rear  wheels  will  
‘track’  inside  the  turning  arc  of  the  front  wheels.  With  rear  wheel  
steering,  the  rear  wheels  will  ‘track’  outside  the  front  wheel  radius.  
This  causes  rear  end  swing.  

Tail  end  swing  is  a  major  contributor  to  a  number  of  accidents.  You  
should  be  aware  of  this  before  you  attempt  to  drive  a  Forklift  truck.  

The  speed  of  rear  end  swing  will  be  approximately  three  times  the  
forward  speed  of  the  Forklift  truck.  

Forklift  steering  will  not  self  centre:  


• before  mounting  the  Forklift  truck  check  the  position  of  
the  rear  wheels  
• one  hand  must  be  on  the  steering  wheel  at  all  times  during  
operation  
• travel  at  safe  speeds  to  allow  steering  manoeuvres  to  be  
carried  out  safely.  

Power  steering:  
• turn  steering  wheel  only  when  moving  
• make  sure  tyres  are  inflated  to  recommended  pressures  
• do  not  switch  engine  off  while  vehicle  is  moving  as  loss  of  
engine  power  will  result  in  a  loss  of  power  steering  
functions.  

© Australian National Training Authority 2003 Page 41


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Activity 12: Forklift truck safety

Discuss with your trainer the differences between operating a


Forklift truck and a motor car. Talk about speed, steering and
reversing.

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

At what speed would you drive your workplace Forklift truck?

____________________________________________________

____________________________________________________

What would you do before reversing your Forklift truck?

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

There is feedback on this activity at the back of this Learner’s


Guide.

Page 42 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Forklift truck stability

Forward  stability  is  affected  by:  


• overloading  
• rough  operation  of  controls  
• exceeding  load  centres  
• negotiating  inclines  
• overhead  obstructions.  

Side  stability  is  affected  by:  


• turning  too  fast  
• turning  on  an  incline  
• incorrect  tyre  pressure  
• ground  obstructions  
• unbalanced  loads  
• loads  carried  too  high:  
− tilting  
− side  shift.  

© Australian National Training Authority 2003 Page 43


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Activity 13: Forklift truck safety

Name at least three things that may cause a Forklift truck to tip
over sideways?

1. ___________________________________________________

____________________________________________________

2. ___________________________________________________

____________________________________________________

3. ___________________________________________________

____________________________________________________

Name at least three things that may cause a Forklift truck to tip
forwards?

1. ___________________________________________________

2. ___________________________________________________

3. ___________________________________________________

Would you use a damaged pallet in your workplace?

____________________________________________________

____________________________________________________

____________________________________________________

There is feedback on this activity at the back of this Learner’s


Guide.

Page 44 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Operating  principles  

The  pivot  point  (fulcrum)  or  point  of  balance  on  your  Forklift  truck  is  
the  front  axle  of  the  vehicle.  Your  Forklift  truck  operates  on  the  same  
principle  as  a  child’s  see-­‐saw.  

The  counterweight  of  a  Forklift  truck  must  always  be  greater  than  the  
load.  If  the  load  is  greater  than  the  counterweight,  the  Forklift  truck  
will  tip  forward.  

This  can  also  happen  with  a  load  weighing  less  than  the  
counterweight.  If  you  place  the  load  too  far  forward  on  the  forks,  this  
is  called  ‘under  cutting  the  load’.  

There  are  several  causes  of  forward  instability.  These  are:  


• overloading  
• tilting  mast  forward  
• under  cutting  the  load  
• travelling  on  a  ramp  with  the  load  facing  downhill.  

Stability  triangle  

One  of  the  most  important  concepts  to  understand  about  Forklift  
trucks  is  that  although  they  have  four  wheels,  they  are  suspended  at  
only  three  points.  The  rear  steering  axle  is  mounted  to  the  Forklift  
truck  by  means  of  a  pivot  point  in  the  centre  of  the  axle.    

The  stability  triangle  is  created  by  an  imaginary  triangle  drawn  
between  the  two  front  wheels  and  the  pivot  point  on  the  rear  axle.  

Whenever  operating  a  Forklift  truck,  the  centre  of  gravity  must  remain  
within  the  stability  triangle  or  it  will  tip  over.  

© Australian National Training Authority 2003 Page 45


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Activity 14: Forklift truck stability

Show your trainer where the forward tipping axis or fulcrum is


located on your Forklift truck.

Show your trainer the stability triangle on your Forklift truck.

There is feedback on this activity at the back of this Learner’s


Guide.

Page 46 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Weight guidelines

Do  not  overload  your  Forklift  truck,  check  the  load  weights  and  handle  
only  within  the  rated  capacity  of  your  Forklift  truck.  Before  picking  up  
a  load,  be  sure  of  how  much  it  weighs  and  where  its  load  centre  is  
located.  Safe  operation  requires  understanding  and  observing  the  
Forklift  truck’s  rated  load  capacity.  Below  are  some  examples  of  items  
and  their  weight:  
• oils,  all  types  200  litre   200  kg  
• empty,  200litre  drum   13  kg  
• grease,  200  litre   200  kg  
• cement,  1  bag   40  kg  
• cement,  24  bags   1  tonne  
• bricks,  common  1,000   4  tonnes  
• cast  steel,  cu.  m   8  tonnes  
• pallet,  empty   60  kg  
• sleepers  225  mmx114  mm  x  2.4  m   80  kg  
• 385  super  Ft  timber  hardwood   1  tonne  
• 670  super  Ft  timber  softwood   1  tonne  

© Australian National Training Authority 2003 Page 47


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Activity 15: Site inspection prior to operating your Forklift


truck

Prior to operating the Forklift truck, walk around your workplace


and check out:
• walkways
• look up for:
− overhead powerlines
− gas lines
− tops of doorways
− lights
− sprinkler systems
• pallet and cargo stacks
• sheds and buildings
• driveways are firm and level
• path surface is not rough, wet or slippery
• other possible hazards.

Discuss these potential hazards with your trainer.

Page 48 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Activity 16: Forklift safety

Where practicable, what action is required to restrict pedestrian


access during Forklift truck operation?

____________________________________________________

____________________________________________________

____________________________________________________

Is it allowable to lift personnel on a pallet or fork arms?

____________________________________________________

____________________________________________________

____________________________________________________

Is all the weight behind the tipping axis or fulcrum acting as a


counter weight?

____________________________________________________

____________________________________________________

A pallet appears to be unsafely loaded, would you attempt to lift it?

____________________________________________________

____________________________________________________

Some stock is heavy, for example, refrigerators. How do you find


out the weight of heavy objects?

____________________________________________________

____________________________________________________

____________________________________________________

Which vehicles must you give right of way to during emergency


situations?

____________________________________________________

____________________________________________________

© Australian National Training Authority 2003 Page 49


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Name at least three (3) areas where you would not park your
Forklift truck.

1. ___________________________________________________

2. ___________________________________________________

3. ___________________________________________________

What is the reason for removing the ignition key when leaving a
Forklift truck unattended?

____________________________________________________

____________________________________________________

____________________________________________________

There is feedback on this activity at the back of this Learner’s


Guide.

Page 50 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

The hydraulic system

A  Forklift  truck  uses  a  hydraulic  system  to  lift  loads.  Without  a  


hydraulic  system  the  Forklift  truck  would  be  almost  useless;  with  it,  it  
becomes  a  very  powerful  and  useful  piece  of  industrial  equipment.  

The  following  information  describes  in  detail  a  Forklift  truck’s  hydraulic  


system  so  you  can  recognise:  
• how  it  works  
• why  it  works  
• safety  procedures.  

How does the hydraulic system work?


Forklift  trucks  are  powered  by  an  electric  motor  or  by  an  internal  
combustion  engine  which  can  be  fuelled  by  either  petrol,  diesel  or  
liquefied  petroleum  gas  (LPG).  

The  motor  operates  a  hydraulic  pump.    This  pump  takes  low  pressure  
hydraulic  oil  from  the  tank  or  reservoir  and  pushes  oil  under  great  
pressure  to  the  Forklift  truck  controls.    The  driver  or  operator  uses  the  
controls  to  allow  the  oil  into  the  hydraulic  cylinder.    As  the  cylinder  
chamber  is  filled  with  oil  the  cylinder  extends.  

The  hydraulic  cylinder  pushes  the  mast  upwards  which  raises  the  forks  
on  the  Forklift  truck.  

To  lower  the  mast,  the  operator  or  driver  again  uses  the  controls  to  
allow  the  oil  to  return  to  the  tank  through  a  filter.  

Single  acting  cylinders  

The  cylinder  that  allows  the  mast  to  raise  and  lower  on  most  Forklift  
trucks  is  a  single  acting  cylinder.  It  directs  the  hydraulic  oil  under  
pressure  to  raise  the  forks.    Gravity  lowers  the  forks.  Most  modern  
Forklift  trucks  have  two  lift  cylinders.    Some  older  machines  may  only  
have  one  cylinder.  

Double  acting  cylinders  

Forklift  trucks  fitted  with  a  tilt  mechanism  are  usually  hinged  at  the  
base  of  the  mast.  Above  the  hinge  are  two  hydraulic  cylinders  that  
work  in  both  directions.    These  cylinders  are  called  double  acting  
cylinders.  

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The  combined  action  of  the  hinge  and  cylinders  allows  the  mast  to  
move  safely  backwards  and  forward  while  supporting  the  weight  of  
the  load.  

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Activity 17: Procedure for checking hydraulic oil in your


Forklift truck

Check the hydraulic oil in your Forklift truck.

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Safety  with  hydraulics  


• Every  hydraulic  system  has  a  relief  valve  to  set  the  
hydraulic  pressure  and  act  as  a  safety  valve.  Only  qualified  
people  may  adjust  a  relief  valve.  
• At  normal  operating  temperature  the  hydraulic  oil  is  hot.  
Do  not  let  the  oil  come  into  contact  with  your  skin.    Hot  oil  
can  burn.  
• Do  not  check  hydraulic  hoses  with  bare  hands  as  
reinforcing  wire  braid  covering  the  hoses  may  be  exposed  
causing  serious  personal  injuries.  
• The  lift  cylinder  on  most  Forklift  trucks  has  a  restricting  
opening  built  into  the  base  of  the  cylinder  which  would  
prevent  the  load  from  crashing  to  the  ground  if  a  hydraulic  
hose  failed.  

Loading, carrying unloading

When  loading  or  unloading  with  a  Forklift  truck,  the  following  


practices  are  to  be  observed.  

Pick  up  a  load  


• Make  sure  load  is  within  the  rated  capacity  of  the  Forklift  
truck  (take  into  account  the  load  centre  as  well  as  the  
mass).  
• Make  sure  the  load  is  not  top  heavy,  unstable,  projecting  
or  unequally  distributed.  
• Check  the  condition  of  load  supports,  for  example,  pallet,  
containers,  dunnage.  The  sudden  collapse  of  block-­‐
stacking  can  often  be  caused  by  these  items  being  
damaged  or  deteriorated.  
• Always  consider  the  journey’s  end  of  a  load  before  picking  
it  up.  A  convenient  position  of  a  load  for  picking  up  may  
not  be  convenient  for  stacking.  
• It  is  good  practice  not  to  attempt  to  lift  or  carry,  at  one  
time,  more  than  one  loaded  pallet  of  any  type,  nor  more  
than  one  unloaded  container  type  pallet.  
• Use  a  load  backrest  extension  when  handling  loads  which  
are  high  or  segmented.  
• Hazardous  goods  are  identified  and  handled  according  to  
procedures  for  handling  hazardous  and  dangerous  goods.  
Occupational  health  and  safety  regulations  and  company  
policy  must  be  adhered  to  at  all  times.  

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• Follow  the  recommended  procedure:  


− Position  the  Forklift  truck  square  and  central  to  the  load,  
spread  the  forks  apart  sufficiently  to  make  sure  of  the  load  
stability,  make  sure  there  is  ample  clearance  beneath  the  load  
to  insert  the  forks.  
− Approach  the  load  with  the  mast  vertical.  Insert  the  forks  
under  the  load  (make  sure  that  the  load  is  squarely  positioned  
over  the  forks).  Then  raise  the  forks  carefully,  take  the  strain,  
elevate  slightly  and  apply  sufficient  backward  tilt  to  stabilise  
the  load.  Raise  the  forks  to  a  position  just  clear  enough  from  
the  ground  to  avoid  level  variations.  
− When  lifting  from  a  stack,  withdraw  the  load  a  sufficient  
distance  only  to  clear  the  stack.  Then  lower  the  load  to  a  safe  
travel  height.  

© Australian National Training Authority 2003 Page 55


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Activity 18: Pick up and lower a load safely


Demonstrate the safe picking up and lowering a load for your
trainer.

Ask your trainer for feedback on your performance after completion


of this task.

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Travelling  with  a  load  

When  travelling  with  a  load  all  the  following  points  must  be  observed.  
• Never  travel  with  load  higher  than  necessary  to  give  
adequate  ground  clearance  (safe  travel  height  approx.  
150mm  -­‐  200mm).  
• Never  travel  with  load  at  vertical  tilt  or  forward  tilt.  
• Take  particular  care  when  braking,  accelerating  or  turning,  
as  the  force  applied  will  alter  the  balance  of  your  Forklift  
truck.  
• Ascend  or  descend  gradients  slowly,  and  at  all  times  keep  
the  load  facing  up  the  grade  -­‐  drive  up  reverse  down.  

Note:  The  maximum  incline  on  which  a  Forklift  truck  may  operate  is  
one  (1)  in  ten  (10),  a  10%  slope.  
• Take  extreme  care  when  carrying  double  or  multi-­‐tiered  
loads.  They  may  be  unstable  and  difficult  to  control.  
Remember,  when  carrying  a  high  load  it  is  your  
responsibility  to  make  sure  that  it  is  stable.  
• Do  not  transport  any  flammable  liquids,  acids,  corrosives  
or  any  other  dangerous  goods  if  they  are  not  properly  
packaged  (in  sealed  containers)  and  secured  within  a  
carriage  box  or  to  a  pallet.  
• All  compressed  gas  cylinders,  for  example,  oxygen,  LPG,  
acetylene,  air,  etc.,  must  be  stowed  for  transport  in  a  
vertical  (upright)  position.  To  prevent  toppling,  cylinders  
should  be  carried  in  a  cradle  or  other  safe  means  of  
containment.  
• When  carrying  long  loads  (bar  stock,  piping,  timber  or  
other  long  items)  you  should  be  conscious  of  load  swing  or  
load  shift  when  turning.  
• Always  cross  railway  tracks  slowly  and  at  a  slight  angle.  
This  provides  better  traction  and  stability  for  the  load.  
• Before  loading  or  unloading  a  rail  car,  you  must  carry  out  
the  following  safety  precautions:  
− to  prevent  movement,  make  sure  the  railcar’s  brakes  have  
been  applied  
− before  driving  onto  a  rail  car,  inspect  the  condition  of  the  floor  
to  make  sure  that  it  will  support  the  Forklift  truck  and  load  

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TLID1307C Move materials mechanically using automated equipment

− before  attempting  to  drive  on  to  a  rail  car,  make  sure  that  the  
means  of  access  has  been  affectively  secured  in  position,  for  
example,  bridge  plates,  dockboards.  

Remember:  
• Differences  in  lighting  can  be  dangerous:  
− when  driving  from  bright  sunlight  into  darker  areas,  enclosed  
areas,  allow  time  for  the  eyes  to  adjust.  This  also  applies  when  
driving  from  a  dimly  lit  area  into  bright  sunlight.  

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Activity 19: Shift a load with your Forklift truck


Demonstrate for your trainer travelling with a load (carrying) on the
Forklift truck.

Ask your trainer for feedback on your performance after completion


of task.

© Australian National Training Authority 2003 Page 59


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Unloading  (placement  of  load)  

When  unloading  or  placing  a  load,  the  following  must  be  observed:  
• Before  attempting  to  place  a  load  make  sure  that  the  
location  is  suitable  and  that  there  is  sufficient  access.  
• Approach  the  unloading  point  slowly  and  squarely,  raise  
the  load  slightly  higher  than  the  stacking  height  when  
stacking,  tilt  the  mast  to  the  vertical  position,  position  the  
load  over  the  stack  and  then  lower  the  load  gently  on  to  
the  stack.  
• Make  sure  the  load  is  secure  on  the  stack,  do  not  attempt  
to  withdraw  the  forks  until  they  are  free  of  the  load;  
withdraw  the  forks  from  the  load  by  reversing  from  the  
stack  and  when  the  forks  are  clear  of  the  load,  lower  them  
to  travel  height.  
Remember:  
• tilt  the  load  forward  only  when  directly  over  the  stack  or  
the  unloading  place  
• always  lower  heavy  loads  slowly  and  stop  them  gently  
• do  not  leave  a  load  on  a  stack  if  it  appears  unstable  
• never  butt  loads  into  position  with  your  Forklift  truck.  

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ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
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Activity 20: Demonstrate stacking and placement of a load


Demonstrate for your trainer unloading, stacking and placement of
a load.

Ask your trainer for feedback on your performance after completion


of task.

© Australian National Training Authority 2003 Page 61


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Refuelling and recharging

Before  refuelling  or  recharging  an  industrial  Forklift  truck,  you  should  
observe  and  carry  out  the  following  safety  precautions:  
• lower  the  forks  completely,  place  the  gear  lever  in  neutral,  
apply  the  parking  brake  and  then  switch  off  the  engine  or  
power  source  
• open  flames  and  smoking  are  prohibited  within  10  metres  
of  any  Forklift  truck  being  refuelled  or  recharged.  

Diesel  or  petrol  refuelling:  


• no  smoking,  naked  lights  or  other  sources  of  ignition  are  
permitted  in  the  designated  refuelling  area  
• care  should  be  exercised  to  avoid  spilling  petrol  or  
overflowing  the  tank  during  refuelling.  Replace  the  cap  
securely,  flush  down  any  spilled  fuel  and  allow  sufficient  
time  for  that  fuel  to  completely  evaporate,  before  
restarting  the  Forklift  truck.  

Liquid  petroleum  gas  (LPG)  refuelling:  


• smoking,  naked  lights  or  other  sources  of  ignition  are  
strictly  forbidden  in  the  cylinder  refill  or  replacement  area  
• cylinders  permanently  mounted  on  Forklift  trucks  shall  be  
fitted  or  exchanged  only  at  locations  designated  for  that  
purpose  (well  ventilated,  isolated  from  all  sources  of  
ignition)  
• only  trained  and  authorised  personnel  may  recharge  or  
exchange  LP  gas  cylinders  
• flexible  hoses  on  LPG  Forklift  trucks  should  not  protrude  
beyond  the  extremities  of  the  truck  and  are  to  be  
protected  from  abrasion  or  sharp  edges  
• if  the  fuel  system  has  a  leak  report  it  immediately.  Action  
should  be  taken  to  prevent  the  use  of  the  Forklift  truck  
being  used  until  the  leak  has  been  corrected.  

Remember:  
• make  sure  that  the  engine  has  stopped  and  the  fuel  
isolating  valve  is  shut  off  before  attempting  to  disconnect  
the  cylinder  

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• handle  all  cylinders  and  associated  plumbing  with  extreme  


care.  Damage  from  dropping  or  abuse  could  result  in  a  
serious  fire  
• make  sure  the  cylinder  is  correctly  positioned,  so  that  the  
safety  relief  valve  is  uppermost  
• chains  must  not  be  used  to  replace  straps  in  the  cylinder  
clamping  device  
• LPG  Forklift  trucks  should  not  be  refuelled  or  parked  in  
close  proximity  to  open  pits,  as  there  could  be  a  `build  up’  
of  vapour  in  these  confined  areas.  

Battery charging and changing


• No  smoking,  naked  lights  or  other  sources  of  ignition  are  
permitted  in  the  designated  charging  area.  
• Battery  charging  and  changing  shall  be  carried  out  only  at  
locations  designated  for  that  purpose  (well  ventilated  
areas).  
• Only  trained  and  authorised  personnel  may  recharge  or  
change  batteries.  

Remember  
• Do  not  attempt  to  top-­‐up,  service  or  charge  a  battery  until  
the  main  power  supply  lead  to  the  Forklift  truck  has  been  
disconnected.  
• Any  spillage  of  acid  should  be  neutralised  and  washed  
away  immediately.  
• You  should  make  sure  that  any  battery  fitted  corresponds  
to  that  type  designated  on  the  date  plate.  

Note:  

The  gas  given  off  when  a  battery  is  being  charged  is  highly  flammable.  
All  refuelling  operations  shall  be  carried  out  in  a  defined  isolated  area,  
for  example,  a  clean  open  area.  

Safe practices for Forklift truck operators

The  following  ‘Safe  Practices’  have  been  compiled  to  safeguard  the  
operator  and  fellow  workers.  They  must  be  strictly  observed  in  all  
Forklift  truck  operations.  

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• Only  people  who  have  been  issued  with  a  Division  of  


Workplace  Health  and  Safety  Certificate  of  Competency  or  
a  Permit  to  Learn  (the  learner  to  be  under  supervision)  are  
authorised  to  operate  a  Forklift  truck  (check  if  your  
state/territory  has  deregulated  the  need  for  a  licence).  
• In  the  event  of  a  fault  being  revealed  by  the  pre-­‐operation  
check,  or  if  at  any  time  the  Forklift  truck  should  become  
unsafe  during  operations,  report  the  matter  immediately  
and  do  not  use  the  truck  until  the  fault  or  unsafe  condition  
has  been  rectified.  
• Do  not  operate  a  Forklift  truck  with  a  leak  in  the  fuel  
system.  
• Do  not  make  repairs,  alterations  or  adjustments  to  any  
Forklift  truck,  unless  authorised  to  do  so.  
• Do  not  use  a  Forklift  truck  for  any  purpose  other  than  that  
for  which  it  was  designed,  e.g.  towing,  pushing,  bumping,  
etc.  
• Report  the  occurrence  of  any  new  hazard.  
• Report  all  accidents,  including  accidents  with  personnel,  
buildings,  structures,  equipment  and  stock.  
• Ensure  that  all  safety  equipment,  i.e.  flashing  lights,  
reversing  beepers,  turn  indicators,  etc.,  are  maintained  in  
working  condition.  
• Safeguard  pedestrians  at  all  times.  Pedestrians  always  
have  the  right-­‐of-­‐way.  
• Do  not  allow  passengers  to  travel  on  a  Forklift  truck,  
unless  an  approved  seat  has  been  installed  for  that  
purpose.  
• Do  not  allow  any  persons  to  stand  or  pass  under  elevated  
forks  or  attachments,  whether  loaded  or  empty.  
• Never  reach  through  or  around  the  uprights  of  the  mast,  
or  place  your  arms,  legs  or  head  outside  the  confines  of  
the  truck.  
• Never  lift  a  load  that  is  beyond  the  rated  capacity  of  the  
Forklift  truck,  or  the  attachment  fitted.  
• Do  not  use  additional  counterweights  or  personnel  to  
increase  the  load  capacity  of  any  Forklift  truck.  
• When  the  Forklift  truck  is  equipped  with  attachments  that  
are  unloaded,  operate  the  truck  as  though  it  is  partly  
loaded.  

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• Inspect  forks  (tines)  at  regular  intervals,  look  for  bending  


of  forks  and  cracks  at  the  heel  of  the  fork  arm.  
• Always  raise  a  load  with  the  mast  vertical  or  tilted  slightly  
backwards.  
• Only  raise  or  lower  a  load  whilst  the  truck  is  stationary.  
• Do  not  lift  a  load  any  higher  than  necessary.  
• When  travelling,  keep  the  load  or  the  forks  (unladen)  as  
low  as  possible  to  the  ground.  
• When  carrying  a  high  load  be  conscious  of,  and  avoid  
contact  with,  overhead  electrical  systems  (minimum  
distance  2  metres),  pipes  and  sprinkler  systems.  
• Do  not  use  your  truck  as  a  personnel  elevator  unless  it  is  
equipped  with  a  work  platform  that  complies  with  AS2359.  
• When  carrying  bulky  loads  which  block  forward  vision,  
have  a  competent  person  direct  you,  or  drive  with  the  load  
trailing  (except  up  a  ramp  or  in  line).  
• Ascend  and  descend  ramps  slowly,  and  at  all  times  keep  
the  load  of  the  truck  facing  uphill.  (The  forks  of  an  unladen  
truck  must  face  downhill.)    
REMEMBER!  HEAVY  END  UPHILL  
• Always  carry  a  load  with  its  heavy  end  against  the  heel  of  
the  fork  arms.  
• Ensure  that  the  mast  is  on  rear  tilt  when  travelling  with  a  
load.  
• Always  face  the  direction  of  travel.  
• Do  not  operate  without  adequate  lighting.  
• Observe  all  plant  traffic  regulations.  
• Slow  down  and  sound  the  horn,  when  passing  by  or  
through  doorways,  at  crossings  and  any  other  location  
when  vision  is  obstructed.  
• Do  not  turn  on  or  drive  across  a  slope.  
• Keep  to  the  left-­‐hand  side  of  roadways  and  wide  aisles  
wherever  practicable.  
• Do  not  overtake  any  vehicle  at  crossings,  blind  corners  or  
other  dangerous  locations.  
• When  operating  a  Forklift  truck  on  wet  or  slippery  
surfaces,  reduce  speed  and  proceed  with  caution.  
• Drive  slowly  when  turning  and  always  be  conscious  of  rear-­‐
end  swing.  

© Australian National Training Authority 2003 Page 65


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

• Avoid  sudden  stopping  and  starting,  as  these  are  the  most  
frequent  causes  of  loads  falling.  
• Always  bring  the  Forklift  truck  completely  to  a  stop  before  
changing  direction  from  forward  to  reverse  or  vice  versa.  
• Always  check  the  strength,  width  and  security  of  a  ramp.  
Never  use  loose  timber  or  scrap  metal  as  a  temporary  
ramp.  
• Never  run  internal  combustion  Forklift  trucks  in  cold  rooms  
or  other  confined  spaces.  Operation  of  industrial  trucks  
with  internal  combustion  engines  in  cold  rooms  or  other  
confined  spaces  is  dangerous  and  should  be  strictly  
controlled  due  to  the  emission  of  contaminants  in  the  
exhaust  gases.  

Mobile cranes

There  are  many  types  of  mobile  cranes  which  may  be  used  in  your  
workplace.  These  include:  
• mobile  cranes:  
− self  propelled  
− sub-­‐base  mounted  
− tractor  connected  
− tractor  mounted  
− trailer  mounted  
− truck  connected  
− truck  mounted  
• fixed  cranes  
− monorail  crane  
− overhead  travel  crane.  

Page 66 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Activity 21: Workplace crane and capacity

What type of crane do you use in your workplace?

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

What is the lifting capacity of your workplace crane?

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

There is feedback on this activity at the back of this Learner’s


Guide.

© Australian National Training Authority 2003 Page 67


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Slings

Slings  used  to  shift  loads  with  the  crane  may  consist  of:  
• wire:  
− straight  sling  
− reeved  sling  
• rope:  
− straight  sling  
− reeved  sling  
• chain  and  hooks:  
− straight  sling  
− adjustable  sling  
− reeved  sling  
• lifting  beams  
• log  hooks.  

Slings  are  weighted  for  their  load  capacity,  this  information  is  
contained  on  the  sling  tag  which  is  attached  to  the  particular  sling.  
Your  first  job  when  you  are  using  any  lifting  equipment  is  to  make  sure  
the  weight  that  has  to  be  lifted  is  no  greater  than  the  safe  working  
load  of  the  equipment.  

Before  using  a  crane  to  lift  and  shift  a  load,  you  need  to  check:  
• the  weight  of  the  load  
• the  safe  working  load  of  the  crane  
• the  safe  working  load  of  any  lifting  slings  or  beams.  
• the  slings  for  damage  such  as:  
− twisted  chain  links  
− broken  or  cracked  chain  links  
− cracked  or  worn  sling  hooks  
− frayed  ropes  
− broken  or  parted  strands  of  wire  rope.  

Page 68 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Activity 22: Inspect crane slings


With your trainer, inspect the crane slings in your workplace.

© Australian National Training Authority 2003 Page 69


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Activity 21: Crane hand and whistle signals

Demonstrate to your trainer the following hand and whistle signals


you would receive from your crane chaser (dogman) and the
actions you would follow.

Directions Whistle answers Hand answers


Stop

Lower

Hoist

Travel

Traverse in

Traverse out

Page 70 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Procedures for moving the load

Make  sure  warning  signs  are  in  place  particularly  on  regularly  used  
pathways  and  roads.  

Give  directions  to  your  crane  operator  in  order  to  locate  crane  in  a  
suitable,  non-­‐hazardous  location  after  checking  for  overhead  power  
lines.  

Prepare  for  the  lift    

First  make  sure:  


• the  sling  you  select  has  the  capacity  to  lift  the  load  
according  to  safety  standards  
• the  sling  is  placed  correctly  on  the  load    
• the  sling  is  vertically  (above  centre  of  gravity)  attached  to  
the  crane  hook  in  order  to  prevent  the  load  dragging  or  
swinging  as  it  is  lifted  
• the  area  around  lift  is  clear  
• other  personnel  are  advised  of  what  you  are  doing.  

Then:  
• commence  the  lift,  making  sure  people  are  kept  clear  
• raise  the  load,  make  sure  the  lift  is  vertical  and  the  slings  
and  hooks  are  correctly  located  
• if  the  load  swings  dangerously,  lower  the  load  and  have  
the  slings  repositioned  
• move  load  and  carry  load  at  a  safe  height:  
− about  waist  high  
− not  over  people’s  heads  
• if  you  need  to  lift  the  load  high  to  clear  obstructions  or  
stacks:  
− advise  people  in  the  area  
− lower  to  safe  height  as  soon  as  practicable  
• travel  at  a  slow  walking  pace  
• slow  down  before  stopping  to  prevent  load  swing  
• lower  load  onto  bearers  
• remove  sling  from  load  

© Australian National Training Authority 2003 Page 71


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

• store  sling  on  the  crane,  or  place  in  storage  location.  

Inspect  unloaded  goods  for  damage  

All  moved  goods  are  inspected  for  damage  once  they  have  been  
unloaded  and  stacked  or  stored.  Any  damage  must  be  recorded  and  
reported  in  accordance  with  company  policy.  

Documentation  recording  the  movement  of  inward/outwards  stock  is  


completed  in  accordance  with  company  requirements.  Any  shortages  
or  overages  must  be  reported  and  recorded.  

Page 72 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Activity 22: Demonstrate the crane shut down procedure to


your trainer

At the end of a shift or after completing a load shift, shut down and
park the crane.

Ask your trainer check the procedure.

Task Steps Yes No


Did the learner:
1. Refuel, shut • complete any load
down and check deliveries?
crane and secure • locate crane in an area
the site clear of doorways and
where it will not be a traffic
hazard?
• check instrument panel and
make sure equipment is
operating correctly?
• switch off crane and crane
isolator?
• remove key from crane?
• remove any rubbish from
cab of crane?
• refuel crane, if necessary?
• check:
— oil
— hydraulic system
— battery
— radiator, takes care if
vehicle is hot?
• check crane for:
— fuel
— oil
— water leaks?
• check tyres for:
— damage
— wear
— air pressure?

© Australian National Training Authority 2003 Page 73


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Task Steps Yes No


Did the learner:
• check cables and grease or
oil any that that require
servicing?
• fill in daily log book?
• lock crane
• report any wear or damage
to the crane that requires
attention?
• deliver workplace
documentation to the
responsible office
personnel?

Page 74 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

© Australian National Training Authority 2003 Page 75


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Additional
resources

Page 76 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Paper  based:  

The  references  listed  below  should  not  be  regarded  as  a  definitive  list  
and  should  be  amended  and  updated  on  a  regular  basis.  This  list  is  not  
intended  to  be  prescriptive  as  it  is  realised  that  many  trainers  have  
assembled  their  own  references  and  resources.  

Cranes  Regulations,  Department  of  Labour,  Victoria,  1989.  

Manual  Handling  Regulations  and  Code  of  Practice,  Department  of  


Labour,  Victoria,  1985.  

Manufacturers’  brochures,  manuals  and  videos.  

Shop  Crane  Safety  (video).  

© Australian National Training Authority 2003 Page 77


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Feedback on
activities
The responses provided in this section are suggested responses.
Because every workplace is different, your responses may vary
according to your specific workplace procedures, the equipment
available and the nature of the business.

Page 78 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Activity 6: Safety in Forklift truck use

• Persons in a confined space could be overcome by carbon


monoxide gas created by the combustion process.
• As indicated on the data plate secured to the machine.
• 2 metres from distribution line or poles, 6 metres from
transmission lines on towers, closer if lines are covered.
• Hard, level surfaces.
• No, most Forklift trucks are top heavy and would overturn on
slopes.
• Where there is an injury or health risk that is not practicable to
control by other means.

Activity 7: Identify Forklift truck components

Component Number
overhead guard 3
carriage 6
load backrest 10
forks 9
mast 2
tilt cylinder 8
counterbalance 4
lift cylinder 1
manufacturer’s data plate 7
steer axle 5

© Australian National Training Authority 2003 Page 79


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

Activity 10: Forklift truck safety

• No, the existing counterweights have been designed for the


maximum safe working load of the Forklift truck.
• When the load is lifted the machine may tip over.
• As indicated on the machine data plate.
• Overhead guard, footguard, load guard
• Check for damage, systems are closed off, metal fatigue, leaks
in oil or hydraulic systems.
• Stop the Forklift truck and immediately report to an authorised
person for repairs to be carried out.
• No, the fuel could be ignited by the running engine.
• To eliminate the risk of explosive gas mixture prior to start up.

Activity 11: Forklift truck stability

• Lengthening the load centre, that is lifting a long or wide load


reduces the fork capacity of the Forklift truck.
• No, not only could the fork carrying the load be overstressed but
also the stability of the Forklift truck will be seriously affected.

Activity 12: Forklift truck safety

• The rapid sideways movement at the rear of the Forklift truck


creates a hazard particularly for pedestrians close by.
• At a speed you can stop with safety.
• Look behind to make sure the way is clear.

Page 80 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Activity 13: Forklift truck safety

• Turning at speed.
• Driving over uneven surfaces.
• Driving too fast (even unloaded).
• Unevenly distributed load.
• Travelling with the load raised.
• Braking too hard when turning
• Overloading.
• Severe braking.
• Shifting the load forward (which has the same effect as
overloading).
• Not in any circumstances.

Activity 14: Forklift truck stability

• At the centre of the front wheels.


• The stability triangle is created by an imaginary triangle drawn
between the two front wheels and the pivot point on the rear
axle.

Activity 16: Forklift safety

• Compliance with the requirement of the Statutory Authority.


Forklift truck working area fenced off from personnel, other than
drivers.
• No, this is strictly forbidden.
• Yes.
• No, have it restacked so it is stable before lifting.
• Check weighbridge certificates. These should be kept, so that
the weights can be checked.
• Fire, ambulance, police and other emergency vehicles.
• First Aid Stations
• Fire fighting appliance doorways
• Building exits
• Fire escapes
• Across driveways
• Obstructing other traffic

© Australian National Training Authority 2003 Page 81


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080
TLID1307C Move materials mechanically using automated equipment

• Less than 2 metres to the nearest rail of a railway track.


• To prevent unauthorised movement of the Forklift truck.

Activity 17: Procedure for checking hydraulic oil in your


Forklift truck

To check the oil level the Forklift truck must be parked properly.
This means:
• park on level ground
• lower forks flat to the ground
• put the parking brake on
• switch off the motor
• remove the key
• locate the hydraulic oil tank or reservoir on the forklift truck.

There is a level marked on a sight glass or a dipstick in the


hydraulic oil tank or reservoir. Do not fill the tank above the correct
level or it may damage the hydraulic system.

To check the oil level accurately all hydraulics must be lowered


otherwise oil will remain in the cylinders and give a false reading.

Do not permit dirt to enter the hydraulic system when the oil level is
checked or it will clog the filter and/or damage the system.

Activity 21: Workplace crane and capacity

As indicated on the vehicle’s data plate.

Page 82 © Australian National Training Authority 2003


ADELG1080 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TLID1307C Move materials mechanically using automated equipment

Activity 22: Crane hand and whistle signals

Directions Whistle answers Hand answers


Stop One short blast Hand held high,
palm towards the
driver
Lower One long blast Hand fully
extended, palm
down, move in
circular downward
direction
Hoist Two short blasts Hand fully
extended, fist
closed, index finger
points in direction
required -
Operators left
Travel One long, two short Hand fully
extended, fist
closed, index finger
points in direction
required -
Operators right
Traverse in One long, four short Fist in front of
chest, thumb
pointing away from
chest, move fist in
direction required
Traverse out One long, three short Fist in front of
chest, thumb
pointing away from
chest, move fist in
direction required

© Australian National Training Authority 2003 Page 83


Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1080

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