TLIB107C

TLIB107C
Check and assess operational

capabilities of equipment
MC
Armstrong’s Driver Education

Learner Guide
TLIB107C Check and assess operational capabilities of equipment
Page 2 © Australian National Training Authority 2003

ADELG1077 Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009
Contents
What this Learner’s Guide is about ........................................ 5
Planning your learning ........................................................... 6
How you will be assessed ...................................................... 8
Section 1............................................................................................. 9
How do we use and maintain mechanical materials handling
equipment? ............................................................................ 9
Additional resources ....................................................................... 27
Feedback on activities .................................................................... 29
© Australian National Training Authority 2003 Page 3

Customised and developed by Armstrong’s Driver Education Pty Ltd July 2009 ADELG1077

What this Learner’s Guide is about
This Learner’s Guide is about the skills and knowledge required to
check and assess the operational capabilities of equipment in
accordance with workplace requirements, including inspecting
equipment and work area, checking the operational capability of
equipment and its safety devices, identifying and assessing the impact
of faults on safety and work requirements, and recording and
reporting the results of inspection and testing in accordance with
workplace procedures and relevant regulatory requirements.
The Elements of Competency from the unit TLIB107C Check and assess
operational capabilities of equipment covered in this Learner’s Guide
are listed below.
Inspect equipment and work area
Check equipment operational capability
Identify and assess impact of faults on work requirements
Record and report results of inspection and testing
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: Safe operation of 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
• inspection of MMHE and work sites
• report the results of the inspection.

Section 1
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?
− 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 1: 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.

Task Type of MMHE that Why would you use this

you would use equipment?
There is feedback on this activity at the back of this Learner’s

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.
In relation to the safety check on the equipment:

• 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 fulfil
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.
In relation to the safety check on the worksite:

• 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
• you should inform people who may be working in or near
your path
• you should erect barriers and signs to inform other people
of any danger (where necessary).

Activity 2: 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 an

operational check, depending upon the type of MMHE being used.
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 3: Check of work area
Ask your supervisor 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.
There is feedback on this activity at the back of this Learner’s

Guide.

Reporting of pre-operation check results
Once both the safety check on the equipment and the workplace has
been completed, the results need to be reported. Many workplaces
have a standard checklist and procedure for reporting. All employees
who use that equipment use this standard procedure.
Some workplaces expect you, the employee, to be responsible for this
process.
Occupational Health and Safety regulations in some states/territories

expect that a pre-‐operational check is done 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 4: 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 5: 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 is the checklist to use?
• Is the layout of the checklist simple?
• Could anyone use the checklist?
• Does it cover all the necessary requirements?
• Do I need to put any other instructions 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 6: 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 logbook 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
• breakdown maintenance.
Breakdown maintenance is when the MMHE equipment breaks down

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
• the possibility of an accident is increased
• customers orders may not be 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 7: 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 into what needs to be done by:

• looking at manufacturer’s 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 that you could use is shown below.
Type of Maintenance to be Daily Weekly Monthly Yearly Date

equipment done done
28/7/97
Hand pallet Grease wheels x ✔

truck
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.
Have an experienced workplace person show you the maintenance

procedure on a range of MMHE.

Now practice 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 Forklifts
Pre-start check - outside Pre-start check - inside engine

visual 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: ________________________ Signature ________________ Date _____________

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: Selection of MMHE
Example answers
Task Type of Why?

MMHE
Pick a single order of goods. Ride-on pallet Goods can be stacked directly
Stock goods onto a pallet for truck onto the pallet therefore saving
dispatch. time. Ride-on pallet truck moves
quicker from one pick location to
the next.
Unload a truck containing 10 Counterbalance Forklift provides most efficient

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

hoses - high level restacking capabilities, manoeuvrable in
within the warehouse. warehouse aisles.

Activity 6: Pre-operational safety check
Example 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 manufacturers 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
Parts checked Pre-start Operatio

nal
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 3: 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
inform people of your intending action,

busy area - people working 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 7: 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.


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Check and assess operational

Armstrong’s Driver Education

Page 2 © Australian National Training Authority 2003

Additional resources ....................................................................... 27

Feedback on activities .................................................................... 29

© Australian National Training Authority 2003 Page 3

Page 4 © Australian National Training Authority 2003

What this Learner’s Guide is about

© Australian National Training Authority 2003 Page 5

Planning your learning

Page 6 © Australian National Training Authority 2003

Section 1: Safe operation of mechanical

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

How do we use and maintain

© Australian National Training Authority 2003 Page 9

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

Page 10 © Australian National Training Authority 2003

© Australian National Training Authority 2003 Page 11

Activity 1: Selection of MMHE

Look at materials handling tasks that need doing in your workplace.

Decide which types of MMHE would be best suited to complete

Page 12 © Australian National Training Authority 2003

Task Type of MMHE that Why would you use this

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

© Australian National Training Authority 2003 Page 13

Pre-operation safety check

In relation to the safety check on the equipment:

In relation to the safety check on the worksite:

Page 14 © Australian National Training Authority 2003

Activity 2: Pre-operational safety check - equipment

Watch your trainer or an experienced person demonstrate a pre-

The pre-operational check may include a pre-start check and an

The pre-start check is done before the equipment is started or

The operational check is done once the equipment is started or

Whilst the person is performing the pre-operational safety check,

Then decide if it is a pre-start check or an operational check and

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 ✔

© Australian National Training Authority 2003 Page 15

Name of equipment 1. Forklift

Parts checked Pre-start Operational

Page 16 © Australian National Training Authority 2003

Parts checked Pre-start Operational

Parts checked Pre-start Operational

© Australian National Training Authority 2003 Page 17

Activity 3: Check of work area

Ask your supervisor to give you five common workplace tasks

Hazard Action taken

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

Page 18 © Australian National Training Authority 2003

Reporting of pre-operation check results

Conducting a pre-‐operation check

Reporting the results of the pre-‐operation check

Name: ____________ Signature Date _