Forklift Operator Training

A forklift (also called a lift truck, a Hyster, a stacker-truck, or a side loader) is a powered industrial truck used to lift and transport materials. It is one of the most dangerous means of transportation and as a result all operators are required to undergo accredited training every two years as stipulated in the Occupational Health and Safety Act 85 of 1993.

Global Learning Services is one such Accredited Training provider specializing in all Lifting equipment training. Our learning program is accredited with the Transport Seta.

Purpose of training

The purpose of the training is to assist Learners to become competent in skills and knowledge in Operating of Lift Trucks. UNIT STANDARD: 8038 REGISTERED ON THE NQF ON LEVEL 3, AT 6 CREDITS.

The learning has a dual advantage, namely:

Training will be conducted within the FORMAL LEARNING ENVIRONMENT and within the WORKPLACE.

Course Content

  • 1. Introduction to a lift truck
  • 2. Legislation
    • 2.1 Act & regulations
    • 2.2 Standards & code of practices
    • 2.3 Policies, procedures & standards


    - Recall and explain the related legislation, standards, practices, policies and rules related to the SAFETY in the operation of a Lift Truck.

  • 3. Mechanical Appreciation
    • 3.1 Major components
    • 3.2 Systems
    • 3.3 Controls
    • 3.4 Instruments
    • 3.5 Attachments


    - Identify and name the main components and attachments

    - Have a sound understanding of the principles and purpose of the relevant components, systems and attachments

    - Know the purpose and use of the relevant controls

    - Understand and interpret the relevant instrumentation

  • 4. Inspection & Maintenance
    • 4.1 Logbooks & reporting
    • 4.2 Daily checks
    • 4.3 Maintenance


    - To do a thorough daily check in a systematic way using a check list and to maintain a logbook

    - To do the required maintenance in a correct manner

    - To do first line fault finding

    - To record the inspection and take corrective action where required

  • 5. Machine Capacity & Limitations
    • 5.1 Principle of Operation/Leverage, Safe working Limit of machine (Capacity, Load charts, etc), De-rating factors & effects of overloading


    - To understand the principle of operation/leverage of the machine

    - To know the safe working limits of the machine; RANGE: Capacity, capacity plate, load charts, stability

    - Know the de-rating factors of the machine

  • 6. Loads
    • 6.1 Types of load
    • 6.2 Load distribution for stability
    • 6.3 information on loads
    • 6.4 Hazardous loads


    - To recognize the physical properties of loads; RANGE mass, dimensions, temperature, centre of gravity, stability, hazards

    - To understand the various configurations of loads; RANGE different shapes, sizes, physical state (gas, liquid or solid), rigidity, pallets, and stillages

    - To interpret documentation, labeling & packaging for the lifting/transporting/ loading/stacking/storing of loads

    - To safely handle and store dangerous goods; RANGE: content of Material Safety Date Sheet

  • 7. Safe Operation Procedures
    • 7.1 Pre-operational conditions
    • 7.2 Manuevering & correct use of controls
    • 7.3 Handling loads
    • 7.4 Loading & off-loading
    • 7.5 Specialized operations
    • 7.6 Towing of lift truck
    • 7.7 Emergency procedures


    - Know the cognitive and skills pertaining to various operating tasks

    - Pre-Operational checks

    - Operational checks

    - Parking/ stow procedure

    - Refueling

    - Loading, off-loading, securing & transportation of machines

    - Maneuvering of the machine

    - Lifting, moving & placing of loads

    - Stacking of loads & stacking rules

    - Loading / off-loading loads

    - Working in confined spaces / elevated positions

    - Communication (hand signals)

    - Know how to prevent and respond in emergency circumstances

  • 8. Safety
    • 8.1 Housekeeping
    • 8.2 General
    • 8.3 Personal


    - To be conversant with all the related safety rules and procedures; RANGE: Housekeeping, personal, machine, product, environment and related to each of the specific learner outcomes in this Learner Programme.

Forklift taining , more information on this program contact