TLID1207C

TLID1207C
Operate specialised load shifting

equipment
MC
Armstrong’s Driver Education

Learner Guide
TLID1207C Operate specialised load shifting equipment
Page 2 © Australian National Training Authority 2003

ADELG1079 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
TTLID1207C Operate specialised load shifting 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........................................................................................... 23
How do we use and maintain mechanical materials handling
equipment? .......................................................................... 23
Additional resources ....................................................................... 41
Feedback on activities .................................................................... 43
© Australian National Training Authority 2003 Page 3

Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1079

What this Learner’s Guide is about
This Learner’s Guide is about the skills and knowledge required to
operate specialised load shifting equipment in accordance with
workplace requirements and relevant regulatory requirements,
including planning work for the current working conditions; using
controls and equipment operating systems to manage movement of
the unit and accessory operations; locating load and identifying load
characteristics; moving materials and loads; monitoring and operating
controls; and stopping, parking and securing equipment after
operation.
Equipment may include reach stackers, straddle trucks, excavators,

front-‐end loaders (over 10 tonne), and bulldozers (operating as
required in warehouses, transport and shipping terminals, and in the
holds of ships).
The Elements of Competency from the unit TLID1207C Operate

specialised load shifting equipment covered in this Learner’s Guide are
listed below.
Plan work for the current working conditions
Use controls and equipment operating systems to manage movement

of the unit and accessory operations
Locate load and identify load characteristics
Move materials and loads
Monitor and operate controls
Stop, park and secure equipment
This unit of competency is from the Transport and Logistics Training
Package (TLI07).

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.

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
warehousing industry?  
3. outline the use of a range of mechanical
materials handling equipment used within
the warehousing 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 the MMHE?  
6. identify the types of loads that a range of
MMHE can safely carry?  
Section 2: How do we use and maintain

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
correctly?  
5. select the correct MMHE for a range of
tasks?  
6. demonstrate (under supervision) the
correct and safe operation of at least three
types of MMHE within a workplace
situation?  

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:

• demonstrate basic maintenance procedures
• inspect MMHE and worksite to plan for load shifting
operations
• report inspection results
• practice using MMHE and log practice time.

Section 1
What is mechanical materials

handling equipment?

Section outline
Areas covered in this section
A definition of MMHE
The types of materials handling equipment and what they are used for
Regulations and workplace policies that you need to know before
using MMHE
Identifying what types of loads the MMHE can carry

What is mechanical materials handling?
Materials handling is moving an object from one place to another.
Mechanical materials handling is moving an object from one place to
another by using pieces of equipment such as a Forklift or conveyor.
Within the warehouse, goods or objects are moved many times a day,
mostly with mechanical equipment.

Activity 1: Manual materials handling or mechanical materials

handling
Look around your workplace at how goods are moved from one
place to another. Try to group each of the tasks into either:
• manual materials handling tasks, or
• mechanical materials handling tasks.
An activity sheet is provided on the next page to help you.

Manual handling tasks Tasks involving mechanical

equipment
Discuss the list with your trainer.
Write down how mechanical materials handling tasks are different

from manual materials handling tasks.
________________________________________________________________
________________________________________________________________
________________________________________________________________
________________________________________________________________
________________________________________________________________
________________________________________________________________
There is feedback on this activity at the back of this Learner’s

Guide.

What types of mechanical materials handling

equipment are there available?
There are many types of mechanical materials handling equipment.

Your workplace may only have a few examples of MMHE or it may
have many.
There are two main types of MMHE:

• common MMHE
• specialised MMHE.
Common mechanical materials handling equipment is equipment that

you would find in most warehouses. This type of equipment includes:
• Forklifts (includes attachments)
• hand pallet truck
• tow motor and trolley
• ride on pallet truck
• carts and trolleys
• skates
• cranes and hoists (includes equipment such as slings,
shackles, etc.)
• conveyors.
Specialised mechanical materials handling equipment is equipment

that you find only in some warehouses. This equipment is generally
used for special tasks or in specialised warehouses. This type of
equipment includes:
• automatic guided vehicles (AGV)
• narrow aisle Forklifts
• sideloaders
• special cranes
− straddle cranes
− stacker cranes
− gantry cranes.

Activity 2: Identify equipment types and uses
Every workplace will have a variety of mechanical materials

handling equipment that is used to move goods or objects. Look
around at the types of MMHE that you use. Complete the first two
columns titled ‘Equipment types’ and ‘Equipment uses’ of
mechanical materials handling equipment worksheet on the next
two pages.
Find out about other types of MMHE that you do not use in your
workplace and add these to your list.
You can find out about other types of MMHE from:

• sales brochures from retail outlets
• materials handling magazines
• warehouse magazines
• the Internet
• libraries
• books
• previous knowledge/experience.

Mechanical materials handling equipment
Equipment Equipment uses Are there any regulations or

types workplace requirements you
need to know about?
❏ OHS regulation?
❏ Workplace requirement?
What are they?
❏ OHS regulation?
What are they?
❏ OHS regulation?
What are they?
❏ OHS regulation?
What are they?
❏ OHS regulation?
What are they?

Mechanical materials handling equipment
Equipment Equipment uses Are there any regulations or

types workplace requirements you
need to know about?
❏ OHS regulation?
What are they?
❏ OHS regulation?
What are they?
❏ OHS regulation?
What are they?
❏ OHS regulation?
What are they?
❏ OHS regulation?
What are they?

Activity 3: Regulations and requirements for use of MMHE
Before you can use MMHE you may need one or all of the
following:
• a licence
• a permit
• special training
• special supervision.
Complete the worksheet that you used in Activity 2 by finding out

what you need to do before you can operate the MMHE.
You can get information about these from:

• Department for Industrial Relations
• Worksafe or Workcover
• the people you work with who operate that machinery
• your trainer.
These regulations often change. Contact the Department for

Industrial Affairs to make sure that your information is up to date.
When you have completed this, take your completed worksheet to

your trainer for checking.

Guide.

What loads can mechanical materials handling

equipment carry?
There is a large range of MMHE that can be used within the workplace.
The types of MMHE used in your workplace will depend on the type of
loads or objects that you need to move.
Most types of MMHE are made in a range of sizes to suit different
work requirements. Two examples are listed below:
• Forklifts are available in many different forms. The four
main types of Forklifts are:
− counterbalance
− reach truck or straddle truck
− side loading
− order pickers.
Forklifts also come with many different specifications. These

specifications include:
− able to lift different weights
− able to lift the loads to different heights
− load centres may be different
− engine or power type may vary.
• Pallet lifts are available in different specifications such as:
− able to handle different weights
− swivel or fixed top
− movable or fixed top
− spring or hydraulic controlled.

Some MMHE can be used for many different purposes. However,
other MMHE is very specific and is custom made to suit only one type
of object.
For example, a Forklift can be used to lift many different shaped
objects if the right attachments are available. Forklifts can be used to
lift:
• pallets -‐ with forks
• drums -‐ with drum clamps
• engines -‐ with a jib
• wool or paper bales -‐ with bale clamps
• carpet -‐ carpet spike
• people -‐ approved safety cage.
Hand pallet trucks on the other hand are really only designed to carry
palletised loads and are not suitable for loads of different shapes.

Activity 4: Identify load characteristics of MMHE
Complete the activity sheet titled ‘What can I lift’ on the next page.
Try to fill in the spaces by giving as many examples as possible,

especially for those types of equipment that have more than one
use.
In researching the information you may like to use the following

resources:
• manufacturers’ brochures
• text books
• Forklift course/unit notes
• your workplace knowledge
• Department for Industrial Affairs
• equipment operators manuals
• your work colleagues
• your trainer.

‘What can I lift’
Equipment main List any Describe the load that ‘I’ can
Equipment type specifications attachments that safely lift
can be fitted
Trolley 250kg nil anything which does not

overhang the edges and
(example) 1250mm x 950 weighs less than 250kg
9” rubber tyres e.g. boxes, cartons, bags,
single level furniture, etc.
fixed handle
Forklift
(you must drum clamp lifting 205 litre drums 2 at a
complete Forklift as time
one of your
equipment types)

Guide.

Section 2
How do we use and maintain

mechanical materials handling
equipment?

Section outline
Areas covered in this section
Selecting appropriate equipment for the task
Conducting a pre-‐operation check
Reporting the results of the pre-‐operation check
Using the MMHE equipment to do a variety of tasks
Determining what maintenance needs to be done on the MMHE

Selection of MMHE
There is always more than one way to do the job. This is particularly
true when deciding on how to move or shift a load. Some types of
MMHE are suited to specific loads but generally loads can be shifted by
using different types of MMHE.
When selecting which type of MMHE to use we need to consider the
following:
• load:
− what is the load?
− are there any hazardous goods which require specific
procedures?
− how heavy is the load?
− what shape is the load?
− what types of MMHE are suitable to shift the load?
• environment:
− how much space is available?
− are there ramps or steps in the travel path?
− is the ground rough or smooth?
• availability:
− what type of MMHE is available for me to use?
• efficiency:
− what type of MMHE will enable me to shift the load as quickly
and safely as possible, with the least amount of effort?
• distance:
− how far do I have to shift the load?

Activity 5: Selection of MMHE
Look at materials handling tasks that need doing in your workplace.

List five tasks that require you to use different types of MMHE.
Decide which types of MMHE would be best suited to complete

these tasks, and use the activity sheet on the next page.

Selection of MMHE
Task Type of MMHE that Why would you use this

you would use equipment?

Guide.

Pre-operation safety check
Before using any piece of MMHE it is essential that you conduct a pre-‐
operation safety check on both the equipment and the worksite.
This check is to ensure that the equipment is safe to use and the actual
worksite is safe to work in.
Equipment safety check:

• The extent of the safety check will be determined by the
complexity of the equipment and any ohs regulations
placed on the equipment.
• There may be a need to complete a checklist to fulfill
workplace requirements before using the equipment.
• The check is to ensure that there are no faults or damage
on the equipment which will make it unsafe to operate.
Worksite safety check:

• This check is to ensure that the worksite ( the path that
you will actually be taking when moving the load ) is safe
and free from obstacles and safety hazards.
• Inform people who may be working in or near your path.
• Erect barriers and signs to inform other people of any
danger (where necessary).

Activity 6: Pre-operational safety check - equipment
Watch your trainer or an experienced person demonstrate a pre-

operational safety check on at least three different types of MMHE.
The pre-operational check may include a pre-start check and a

operational check, depending upon the type of MMHE.
The pre-start check is done before the equipment is started or

used. It is to check for faults that can easily be seen; for example:
flat tyres, worn slings, wire caught around wheels, etc.
The operational check is done once the equipment is started or

before it is used on a job. It is completed to determine if all parts
are working properly; for example, brakes, controls, etc.
Whilst the person is performing the pre-operational safety check,

ask them to tell you what they are checking so that you can write it
down to form a list of the parts that need to be checked. An activity
sheet is provided to help you.
Then, decide if it is a pre-start check or an operational check and

mark on the worksheet accordingly.
Example: Forklift (this example is not complete)
Name of equipment Forklift
Parts Checked - Pre start Pre-start Operational
Tyres for damage, pressure ✔
Wheel nut - not missing, tight ✔
Safety cage - damage, not loose ✔
Horn ✔
Park Brake ✔
Steering ✔
etc.
etc.

Name of equipment 1. Forklift
Parts checked Pre-start Operational

Name of equipment 2.
Name of equipment 3.

Activity 7: Check of work area
Ask your trainer to give you five common workplace tasks involving
MMHE. Use these tasks to practise checking the work area for any
potential hazards that might exist.
Write down areas that have the potential to cause accidents. Then
identify the actions that you would take (or actually took) to
eliminate the hazard.
Hazard Action taken
Check out your answers with your trainer and then add any that
you may have missed, for future reference.

Guide.

Reporting of pre-operation check results
Once both the safety check on the equipment and the workplace have
been completed, the results of that inspection need to be reported.
Many workplaces have a standard checklist and procedures for
reporting. This standard procedure is used by all employees who use
that equipment.
Some workplaces expect you, the employee, to be responsible for this
process.
Occupational Health and Safety regulations in some states expect that
a pre-‐operational check is done by you before you use the equipment.
The results then need to be recorded and reported. Therefore, it may
be your responsibility to do this before using any MMHE.

Activity 8: Develop your own checklist
Find out if your workplace has a standard procedure for conducting

the pre-operational check, then recording and reporting the results.
If so, obtain a copy of the relevant documentation for your

reference.
If not, then you need to develop your own checklist.
Using the information gathered in the last two activities, develop

your own checklist for first checking the equipment and then
checking the workplace.
An example copy of a developed checklist can be found in the

Additional Resources section of this Learner’s Guide.
Once completed, show the checklist to your trainer and discuss

what you have developed and why you have developed it.

Activity 9: Using the checklist
Using the standard workplace checklist or the checklist that you

developed in the previous activity, practise the procedure on a
variety of MMHE and tasks. While conducting the checks use your
checklist and determine:
• how easy the checklist is to use?
• if the layout of the checklist is simple?
• if anyone could use the checklist?
• if it cover all the necessary requirements?
• if any other instructions are needed on the checklist?
After trialing the checklist, list any changes that you would
recommend and discuss them with your trainer. Make the
changes, if necessary. Then report the results of the pre-
operational check according to your workplace procedures.
NOTE: Some MMHE requires you be licensed before you use it. If
the MMHE that you are going to use falls into this category then
you need to be supervised when conducting the operational check.

Operating the MMHE
This part of the unit deals with the operation of MMHE. Care must be
taken during this section to ensure that adequate supervision is given
to operators using the equipment. Depending on the type of
equipment (e.g. Forklift) this may be a lawful requirement.

Activity 10: Using MMHE
During this activity you will be required to practise using at least

three different types of MMHE within a workplace situation.
In consultation with your trainer, select at least three different types

of MMHE that you can practise using. Your trainer will give you
workplace tasks to do using each type of equipment. This may
occur over a period of time.
Each time you use the equipment, fill in the log book given to you in
the section titled ‘Assessment Tasks’ in this Learner’s Guide.
This activity must be done under supervision according to any

workplace or OHS requirements.
This activity allows you to practise using the equipment only. There
will be separate assessment exercises that you need to complete.
Once you feel that you are competent in the use of this equipment,
approach your trainer and request an assessment. If the type of
MMHE requires you to be licensed you will need to be assessed by
a ‘registered workplace trainer’ to gain this licence. See your
trainer for clarification.

Maintenance of MMHE
All types of mechanical equipment need maintenance. There are two
types of maintenance:
• preventative maintenance
• break down maintenance.
Break down maintenance is when the MMHE equipment breaks or
becomes faulty and cannot be used normally. In this condition it is also
probably unsafe to use. Do not use equipment that is faulty or broken.
Broken equipment also results in expensive MMHE being taken to a
workshop to be fixed.
The problem with this is that:

• it costs money to fix the faults
• workers lose time waiting for equipment to be repaired
• the organisation possibly needs to hire expensive
replacement equipment
• it increases the possibility of an accident
• customers orders are not being delivered.
A better way to operate is to have a preventative maintenance program
within your workplace. This program is much the same as the
preventative maintenance that you do for your car. For example, with
your car, you:
• check the oil levels regularly
• change the oil
• check the water and other fluid levels and top them up
• check and adjust the tyre pressures
• clean the windscreen
• grease the wheel bearings.
The same type of program needs to be in place with MMHE so that you
can prevent the breakdowns before they occur.

Activity 11: Preventative maintenance
By asking the people around your workplace, find out if a

preventative maintenance program exists.
If your workplace does have a preventative maintenance program,

determine what your role in the program is.
If your workplace does not have a preventative maintenance

program, then develop your own program.
You can research what needs to be done by:

• looking at manufacturers’ specifications and handbooks
• discussing with your trainer
• discussing with the maintenance department
• comparing it to something known to you - such as a car or
bicycle.

A format example.
Type of Maintenance to be Daily Weekly Monthly Yearly Date

equipment done done
28/7/97
Hand pallet truck Grease wheels x ✔
Check hydraulic x ✔
ram
Forklift Check water x ✔
change hydraulic oil x ✔
grease wheel x ✔
bearings
etc.
Conveyor clean all grease x ✔

and oil from rollers
grease bearings x ✔
oil chains x ✔
etc.
Have an experienced workplace person show you the maintenance

procedure on a range of MMHE.
Now practise the maintenance procedures yourself on the MMHE.

Remember to fill in any documentation that you have developed or
that already exists.

Additional
resources

Sample checklist for MMHE - This example is for Forklift
Prestart check - outside Pre-start check - inside

visual engine compartment
No leaks or obstructions under Forklift  Liquid levels correct - engine oil, 
hydraulic oil, brake fluid, cooling water,
transmission oil
Tyres - not flat, not damaged, wheel  Fan belt - correct tension 
nuts not loose, tyre pressure
Mast assembly - damage,  Battery - water level, connections and 

obstructions, lubrication, chain tension security
Forks/attachments - condition, secure,  Battery (electric Forklifts) - sufficient 

locking pins secure charge, water levels
Load backrest - secure, not damaged  Condition - any leaks, damage or 

obstructions
Hydraulic hoses and couplings - 

excessive leaking, not damaged
Body damage  Operational Check
Safety cage secure  Gauges and warning lights - working 

Check steering wheels and cylinders  Lights - working 
Check for any loose wiring  Warning signals - revolving light, 
reverse beeper, indicators
Towing pin secure  Horn 

Check manufacturer’s data plate  Mast controls 
Driver compartment - free from  Park brake 
obstacles, adjust seat, adjust mirrors
Gas - turn on, check fittings secure,  Foot brake 

check for leaks, check level of gas
Steering 
Name Date
Signature:

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.

Activity 1: Manual materials handling or mechanical materials

handling
Sample answers
Manual handling tasks Tasks involving mechanical
materials handling
Tasks where goods/items are Tasks that involve using

shifted manually: mechanical equipment such as:
• stacking shelves, trucks, • moving items with equipment
trolleys such as Forklifts, tow motors,
carts, etc.
• order picking
• stacking pallet loads
• placing goods on trolleys,
conveyors • loading/unloading trucks with a
Forklift
• lifting and moving items
manually • lift loads with crane
• lifting and moving goods with • moving goods with conveyors
equipment designed to help
you hold/shift the item. For
example:
 hooks
 rollers
 bars
 carry straps
 magnetic handle
 drum lifter.
How mechanical materials handling tasks are different to manual

materials handling tasks.
Mechanical materials handling is when the operator uses
mechanical equipment to lift, shift or carry a load. Very little
manual effort is needed.
Manual materials handling requires a substantial amount of manual
effort to lift, shift or carry a load. The use of items to aid in this
process (such as hooks, magnetic handles, etc.) does not
change the fact that it is still a manual task.

Activity 2: Regulations and requirements for use of MMHE
Sample answers
Equipment types Equipment use Regulations or workplace
policies
Forklifts Moving goods in and Regulations exist - check with
around the warehouse, your regulatory authority for
stacking/unstacking details
goods, loading/unloading
trucks
Forklift attachments Special attachments are Workplace specific - check with
used to shift certain your trainer
loads, e.g. carpet spike to
shift carpet, drum clamps
to shift drums etc.
Automatic Guided Used to shift goods Workplace specific - check with
vehicles (AGV) around the warehouse, your trainer
order picking
Tow motors Used to shift loads Workplace specific - check with
around the warehouse, your trainer
goods in, goods out, tow
trolleys with loads
High level order Order picking of goods Regulations exist - check with
pickers directly onto a pallet your regulatory authority for
details
Conveyors Shift load automatically Workplace specific - check with
around the warehouse, your trainer
receiving, dispatch
Pallet trucks (manual Move pallets around the Workplace specific - check with
and ride on) warehouse, orderpicking your trainer
onto pallets
Cranes/hoists Lifting heavy Regulations exist - check with
goods/items, restricted to your regulatory authority for
path of the crane details
Plate clamps Used with a crane to lift Workplace specific - check with
plate, mainly steel your trainer
Skates Used to place under Workplace specific - check with
heavy items to allow it to your trainer
be moved by pushing -
Main types, wheels,
rollers or compressed air
Slings/eyebolts/ Used when lifting items Regulations exist - check with
shackles with a crane your regulatory authority for
details
Pedestrian Loads that are not too Workplace specific - check with
Forklifts/walkie heavy, or distances not your trainer
stackers too long - very
manoeuvrable for small
areas
Pallet lifts Used when stacking Workplace specific - check with
pallets to keep pallet at your trainer
correct stacking height

Carts and trolleys Used to move light loads Workplace specific - check with
around the warehouse your trainer
Hand truck Used to move light loads Workplace specific - check with
around the warehouse your trainer
Activity 3: Identify load characteristics of MMHE

Equipment type Equipment main List any Describe the load
specifications attachments that that ‘I’ can safely lift
can be fitted
Trolley 250kg Nil Anything which does
(example) 1250mm x 950 not overhang the
9” rubber tyres edges and weighs
single level less than 250kg
fixed handle e.g. boxes, cartons,
bags, furniture, etc.
Forklift Depend upon the Many types of Anything - depending
Forklift that you have attachments. upon the attachment
in your workplace. Some attachments and the weight
Can range from 1.0 are made to order specifications
tonne to 20 tonne Drum clamp Lifting 205 litre drums
other specifications 2 at a time
vary also Carpet spike Rolls of carpet
Push-pull attachment Slip sheet handling
system
Roll clamps Paper rolls
Carton clamps Cartons without
being on a pallet
Jib Acts as a mini
movable crane
Many other types
Conveyors Many different types; Are available with Moving goods within
will include width, different options the warehouse.
type of rollers, types Set path as
of flow control, determined by the
weight restriction, conveyor system
etc.
Many other examples

Activity 4: Selection of MMHE
Sample answers
Task Type of MMHE Why?
Pick a single order of goods. Ride on pallet truck Goods can be stacked directly onto
Stock goods onto a pallet for the pallet therefore saving time. Ride
dispatch. on pallet truck moves quicker from
one pick location to the next.
Unload a truck containing 10 Counterbalance Forklift provides most efficient way to

pallets of goods. The truck is Forklift - solid tyres - unload pallets from trucks.
located in a steel scrap yard. correct tonnage Counterbalance Forklift with solid
tyres selected because reach truck
has small solid wheel and is not
suitable for rough ground. Solid tyres
prevents punctures from scrap steel.
Pick a customer order of three Sack truck Area is small, order is small, sack
cases of cigarettes from the truck is very manoeuvrable and load
small secured store area. not too heavy therefore this would be
the most efficient way to pick/carry
this load.
Restack a bay of radiator hoses Reach truck High level pallet stacking capabilities,
- high level restacking within the manoeuvrable in warehouse aisles.
warehouse.

Activity 5: Pre-operational safety check
Sample answers
Name of equipment 1. Forklift (recommended to complete)
No leaks or obstructions under Forklift ✔
Tyres - damage, not flat, loose wheel nuts ✔
Mast assembly - damage, obstructions, chain ✔
Forks/attachments - damage, security ✔
Load backrest - secure, not damaged ✔
Gauges/warning lights ✔
Horn ✔
Warning signals ✔
Hydraulic hoses/couplings ✔
Body damage ✔
Safety cage secure ✔
Mast controls ✔
Foot brake ✔
Park brake ✔
Check manufacturer’s data plate ✔
Gas - turn on, check for leaks, secure ✔
Check engine compartment - obstructions ✔
Check fluid levels - oil, water, brake fluid, etc. ✔
Steering ✔
Battery - water level, connections ✔

Name of equipment 2. Ride on pallet truck
Controls -forward, reverse ✔
Brakes ✔
Hydraulic controls ✔
No obstructions under truck ✔
Steering ✔
Battery levels - ensure sufficient charge ✔
Wheels - not damaged ✔
Warning lights ✔
Safety lock devices ✔
Name of equipment 3. Hand sack truck
Wheels - not damaged, not flat, bearings ✔
Hand grips not loose ✔
No damage to frame ✔
Check operation to ensure smooth movement ✔
Securing strap - check working ✔

Activity 7: Check work area
Hazard Action taken
rubbish on floor remove rubbish
low doorway ensure MMHE fits, slow through doorway
pedestrian crossing slow, sound horn, place signs/barricades
blind corners slow, sound horn, warning device
slippery floor - cold room slow, leave longer stopping distance
uneven floor ensure load stability, strap load, slow
ramp go up/down the correct way, ensure load

stability
busy area - people working inform people of your intending action,

sound warning device, erect signs or
barricades
intersection go slow, sound warning
traffic area keep watch out for traffic, give way to

traffic, go slow
stock sticking out into path mark, barricade or restack shelf to

ensure it is not sticking out

Activity 11: Preventative maintenance
Sample checklist
Type of Maintenance to be Daily Weekly Monthly Yearly Date

equipment done
28/7/97
Hand pallet truck Grease wheels x ✔
Check hydraulic ram x ✔
Forklift Check water x
Change hydraulic oil x
Grease wheel x
bearings
etc.
Conveyor Clean all grease and x

oil from rollers
Grease bearings x
Oil chains x
etc.
Competent Yes  Not yet 
Name: ................................. Date: ....................
Signature: ..........................


TLID1207C - Operate Special Is Ed Load Shifting Equipment - Learner Guide

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TLID1207C - Operate Special Is Ed Load Shifting Equipment - Learner Guide

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Operate specialised load shifting

Page 2 © Australian National Training Authority 2003

Additional resources ....................................................................... 41

Feedback on activities .................................................................... 43

© Australian National Training Authority 2003 Page 3

Page 4 © Australian National Training Authority 2003

What this Learner’s Guide is about

Equipment may include reach stackers, straddle trucks, excavators,

The Elements of Competency from the unit TLID1207C Operate

Plan work for the current working conditions

Use controls and equipment operating systems to manage movement

Locate load and identify load characteristics

Move materials and loads

Monitor and operate controls

Stop, park and secure equipment

© Australian National Training Authority 2003 Page 5

Planning your learning

Page 6 © Australian National Training Authority 2003

Section 1: What is mechanical materials

Are you able to: Yes No

Section 2: How do we use and maintain

Are you able to: Yes No

© Australian National Training Authority 2003 Page 7

How you will be assessed

You will be required to:

Page 8 © Australian National Training Authority 2003

What is mechanical materials

© Australian National Training Authority 2003 Page 9

Areas covered in this section

A definition of MMHE

Identifying what types of loads the MMHE can carry

Page 10 © Australian National Training Authority 2003

What is mechanical materials handling?

© Australian National Training Authority 2003 Page 11

Activity 1: Manual materials handling or mechanical materials

An activity sheet is provided on the next page to help you.

Page 12 © Australian National Training Authority 2003

Manual handling tasks Tasks involving mechanical

Discuss the list with your trainer.

Write down how mechanical materials handling tasks are different

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

© Australian National Training Authority 2003 Page 13

What types of mechanical materials handling

There are many types of mechanical materials handling equipment.

There are two main types of MMHE:

Common mechanical materials handling equipment is equipment that

Specialised mechanical materials handling equipment is equipment

Page 14 © Australian National Training Authority 2003

Activity 2: Identify equipment types and uses

Every workplace will have a variety of mechanical materials

You can find out about other types of MMHE from:

© Australian National Training Authority 2003 Page 15

Mechanical materials handling equipment

Equipment Equipment uses Are there any regulations or

Page 16 © Australian National Training Authority 2003

Mechanical materials handling equipment

Equipment Equipment uses Are there any regulations or

© Australian National Training Authority 2003 Page 17

Activity 3: Regulations and requirements for use of MMHE

Complete the worksheet that you used in Activity 2 by finding out

You can get information about these from:

These regulations often change. Contact the Department for

Conducting a pre-‐operation check

Reporting the results of the pre-‐operation check