FREE Forklift SOP (Safe Operating Procedure) Template
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Purpose of a Forklift SOP
Forklift SOPs outline a safe operating procedure for forklift use. Forklift SOPs can also be used as a training and induction document. The primary goal is to protect workers from injury or illness by outlining a safe system of work and providing adequate training and instruction. This form is broadly aligned with AS45001:2018.
How to Use
Forklift SOPs should be communicated to workers before they complete the task. A hard copy can also be displayed in the workplace or provided at the workface. You can also use forklift SOPs during the induction or onboarding process.
NOTE: This document is a template only and it must be customised for your business. Other aspects that need to be considered include, but are not limited to, ensuring that:
- Relevant legal requirements have been met,
- Workplace specific risks are identified and managed, and
- Workers are consulted with during the customisation / review process.
When to Use
Workers should read and agree to comply with forklift SOPs prior to operation within your business. They can also be used for refresher training periodically.
Who Should Use
Forklift SOPs should be developed by a competent person. The SOP is then read and followed by the worker completing the task. New workers should also read and understand the SOPs during the induction or onboarding process.
Legal Considerations
There is no specific legal requirement to have a documented Safe Operating Procedure (SOP). However, it is best practice, as having SOPs can assist in meeting general legal duties, including:
- s(19)(3)c WHS Act – Duty to Provide Safe Systems of Work
- s(19)(3)d WHS Act – Duty to Ensure Safe Use of Plant
- s(19)(3)f WHS Act – Duty to Provide Adequate Information, Training, Instruction and Supervision
- s(39) WHS Regulations – Duty to Provide Adequate Information, Training and Instruction
- s(203) WHS Regulations – Management of Risks to Health and Safety (PCBUs with management or control of plant)
The Code of Practice “Managing risks of plant in the workplace” states that employers (PCBUs) must provide workers with information, training, and instruction as necessary to protect them from risks arising from the use of the plant.
FAQ’s
What is a forklift?
A forklift is a powerful industrial vehicle used to lift and move materials over short distances. Also known as a lift truck, fork truck, or forklift truck, it has become an indispensable piece of equipment in manufacturing and warehousing operations.
What is a forklift used for?
The main feature of a forklift is the front-mounted fork, which can be raised and lowered, and sometimes tilted using hydraulic systems to transport goods. The forks are used to slide under pallets, lift them, and transport them to a new location.
What hazards are involved in forklift use?
Some hazards that are involved in forklift use include:
- Collisions
- Tip-overs
- Falls
- Falling loads
- Crush injuries
What are some safety controls that can be utilised during forklift use?
Some safety controls that can be utilised include:
- Operator certification
- Daily inspections
- Seatbelt use
- Load stability
- Safe speeds
- Clear visibility
- Traffic flow signage
- Regular maintenance
Did you know?
Forklifts are so commonly used in various industries that they have become part of the standard equipment fleet for most warehouses and manufacturing facilities. Owing to their versatility, they can be fitted with different attachments, such as clamp attachments, slip sheet attachments, carpet poles, and side shifters, making them suitable for a wide range of tasks beyond simple load lifting and moving. Additionally, forklifts have come a long way in terms of safety and efficiency with newer models featuring advanced safety sensors, warning systems, and ergonomic designs to reduce operator fatigue.
Article Sources and Further Reading
- Model Code of Practice: Managing risks of plant in the workplace (Safe Work Australia) <https://www.safeworkaustralia.gov.au/doc/model-code-practice-managing-risks-plant-workplace>
- Plant (Safe Work Australia) <https://www.safeworkaustralia.gov.au/safety-topic/managing-health-and-safety/plant>
- The Complete Guide to WHS Policies and Procedures in Australia (Spire Safety) <https://spiresafety.com.au/resources/guide-to-whs-policies-and-procedures/>
- What is a PCBU? (Spire Safety) <https://spiresafety.com.au/resources/what-is-a-pcbu/>