Title Page
- Operators Name:
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Date authorisation granted:
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Expiry of the authorisation:
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Authorisation granted by:
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The three stages of lift truck training
To ensure safe operation of vehicles in the workplace, employers should invest in training for lift truck operators (and their instructors) which follows three stages, helping to ensure legal compliance as set out in this advice note from the HSE.
1) Basic Operator Training
As well as learning to operate the machine, operators learn about the risks and hazards associated with operation. It covers important skills such as pre-use inspection and routine basic maintenance like refueling or battery care. Basic training takes place ‘off-the-job’ and provides the knowledge to operate safely and efficiently.
2) Specific Job Training
This is where the operator learns about the operating principles specific to the equipment they will be using and how the lift truck is used in their workplace. Specific training also takes place ‘off-the-job, away from work pressures.
3) Familiarisation Training
This applies what has been learned during Basic and Specific training, ‘on-the-job’ but still under close supervision
Employers should ensure that these three areas of training are completed before written authorisation to operate is given. Training can be conducted in-house or by outsourcing to a training provider.
Three stages of training
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Date Basic Training was completed
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Date Job Specific Training was completed
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Date Familiarisation Training was completed
Authorisation Specifics
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What types of equipment is the operator authorised to use?
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What tasks is the operator authorised to perform?
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Are there any special limitations or conditions associated with the authorisation?
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List any limitations or conditions:
Sign off
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I the operator will only use the equipment I am authorised to use, have been trained to operate and understand my responsibilities to carry out my work safely:
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Authorisation granted by:
