FREE Forklift Workbox SOP (Safe Operating Procedure) Template
Download our free Forklift Workbox SOP (Safe Operating Procedure) Template in Word and PDF format. Outline safe systems of work for forklift workbox use, aligned with AS45001:2018.
Download FREE Forklift Workbox SOP (Safe Operating Procedure) Template
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Updated Sep 2026
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Preview of the Forklift Workbox SOP template — covering purpose, scope, responsibilities, pre-operation checks, the safe operating procedure, post-operation tasks and key hazards for forklift workbox use.
Purpose of a Forklift Workbox SOP
Forklift workbox SOPs outline a safe operating procedure for forklift workbox use. Forklift workbox 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 workbox 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 workbox 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 workbox SOPs prior to operation within your business. They can also be used for refresher training periodically.
Who Should Use
Forklift workbox 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
What is a forklift workbox?
Forklift workboxes are designed to safely lift personnel to perform various tasks at heights, providing a secure platform when elevating workers with a forklift truck.
What is a forklift workbox used for?
Forklift workboxes are designed to safely perform tasks at height, such as inventory counts, maintenance work, or equipment inspections when alternative access methods are not practical or available.
What hazards are involved in forklift workbox use?
Some hazards that are involved in forklift workbox use include:
Collapse
Ejection
Tipping
Slipping
What are some safety controls that can be utilised during forklift workbox use?
Some safety controls that can be utilised include:
Securing the cage
Safety harnesses
Anti-slip flooring
Fork locking mechanisms
Operator training
Wearing PPE
Did you know?
The forklift workbox is a clever innovation that turns a standard forklift into an aerial lift, providing a practical solution for reaching heights quickly and securely. This transformation diversifies the forklift's role from transporting pallets on the ground to elevating workers for tasks such as maintenance or inventory counts, bridging the gap between ground operations and aerial workspaces efficiently.
Article Sources and Further Reading
Legal references
Legal considerations
The following legal requirements may be relevant to this type of work.
- Work Health and Safety Act (Harmonised) — Provides the primary duties for protecting workers and other people from work health and safety risks.
- Work Health and Safety Regulations (Harmonised) — Sets out requirements supporting the management of workplace hazards and risks.
The following codes may be relevant to this type of work.
- Managing WHS Risks Code of Practice — Provides practical guidance on identifying hazards, assessing risks and applying effective controls.
- Work Health and Safety Consultation, Cooperation and Coordination Code of Practice — Provides practical guidance on consulting workers and coordinating with other duty holders.
- Managing the Work Environment and Facilities Code of Practice — Provides practical guidance on safe work environments, workplace facilities and related controls.
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How To Use It
- 1Download and open in Word or PDF.
- 2Replace the placeholders with your business details.
- 3Get it reviewed by a WHS specialist before rollout.
Need it customised?
Our WHS consultants can adapt this template to your site, run a gap analysis, or audit what you already have in place.
Book a Free Consultation Explore Consultancyor call 1300 156 382
