Operate a forklift

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver TDTD1097B, 'Operate a forklift'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Operate a forklift' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)

Elements and Performance Criteria

Elements and Performance Criteria


Performance Criteria


Check forklift condition


Condition of forklift is checked for compliance with OHS and workplace requirements for warning devices, manufacturer's specifications and the nature of the load shifting task


Attachments are checked to ensure appropriate adjustment and operation


Mirrors and seats are adjusted for safe operation by the driver


Log books are checked and appropriate workplace documentation is completed in accordance with workplace requirements


Drive the forklift


Forklift is started, steered, manoeuvred, positioned and stopped in accordance with regulations and manufacturer's instructions


Engine power is managed to ensure efficiency and performance and to minimise engine and gear damage


Operational hazards are identified and/or anticipated and avoided or controlled through defensive driving and appropriate hazard control techniques


Forklift is driven in reverse, maintaining visibility and achieving accurate positioning


The forklift is parked, shut down and secured in accordance with manufacturer's specifications, regulations and workplace procedures


Operate a forklift to handle loads


The lifting task to be undertaken is appropriately planned and the correct lifting truck and attachments are selected


The load is lifted, carried, lowered and set down in accordance with OHS legislation, manufacturer's specifications and company procedures


Monitor site conditions


When selecting the most efficient route, hazards and traffic flow are identified and appropriate adjustments are made


Site conditions are assessed to enable safe operations and to ensure no injury to people or damage to property, equipment, loads or facilities occurs


Monitor and maintain forklift performance


Performance and efficiency of vehicle operation is monitored during use


Defective/irregular performance and malfunctions reported to relevant personnel


Forklift records are maintained/updated in accordance with workplace procedures and legislative requirements

Qualifications and Skillsets

TDTD1097B appears in the following qualifications:

  • SIR20307 - Certificate II in Wholesale