Workplace health, safety, risk and emergency training · In person and online1800 231 173
Orana Skills Centre
Home / Documents & Templates / Crane and Lifting Operations Pack
Documents & Templates

Crane and Lifting Operations Pack

Documents that work together for lifting: the instruction, a check the crew can follow it, a lift plan for every lift, and a supervisor check that the controls are in place before the load leaves the ground.

  • EquipmentCrane
  • TaskCrane and lifting operations
  • DocumentsVOC assessment, Safe work instruction (SWI), Lift plan, Field verification checklist
  • FormatsWord (.docx), Excel (.xlsx), editable
  • CodeDOC-CRN-PACK
  • Version1.0 · 1.0 MB ZIP

About this pack

Most paperwork for this work is written separately and never quite lines up. These documents are written to work together. The safe work instruction tells the crew what to do. The VOC assessment checks they can do it. The lift plan sets out each lift. The supervisor field verification checklist checks, at the lift, that the plan's controls (lifting gear, set-up, exclusion zone and communication) are actually in place.

A short setup guide tells you what to adapt before you use them. Everything is in editable Word or Excel.

A VOC supports workplace competency verification. It does not replace a high risk work licence where one is required. A VOC does not replace a crane, dogging or rigging high risk work licence. Anyone operating a crane, directing a lift or rigging must hold the licence the work requires.

Who it is for

  • Construction, manufacturing, logistics and maintenance businesses that lift loads
  • Owners and managers setting up lifting controls without a safety department
  • Lifting supervisors who need a practical check before each lift
  • WHS advisers replacing documents that were written separately and do not line up

What it helps you do

  • Give workers one clear instruction that matches how your site works
  • Verify each one against that same instruction
  • Use the lift plan and pre-lift checklist before every job
  • Check on site that the controls are in place and working
  • Feed what supervisors find in the field back into the instruction and the VOC

What is included

Delivered as one ZIP download. The files below are editable, and every Word document also comes as a PDF. Each download also includes Read Me First, a Product Overview, the Permitted Use Terms and Version Information (PDF).

FileFormatWhat it is for
How the Documents Work TogetherWord (.docx)How the documents in the pack fit together, and who uses each one, when.
Setup GuideWord (.docx)A short guide to what to adapt before use: your cranes and lifting gear, load charts, the manufacturer's instructions, your site and your local controls.
Crane and Lifting Safe Work InstructionWord (.docx)The steps for a lift: plan it, set up the crane, inspect and rig the lifting gear, establish the exclusion zone, communicate, lift, land and de-rig.
Lift Plan and Pre-lift ChecklistWord (.docx)Plans each lift and checks it before the load leaves the ground: the load and its weight, the crane and its configuration, rigging, set-up and ground, the exclusion zone, communication and who is responsible.
Crane and Lifting VOC Assessment ToolWord (.docx)The assessor's tool: the practical observation checklist, evidence requirements, safety-critical fail criteria, the outcome and sign-off.
Crane and Lifting VOC Knowledge Questions (Candidate)Word (.docx)The knowledge questions, for the person being assessed to answer.
Crane and Lifting VOC Marking Guide (Assessor)Word (.docx)The expected answers and marking guidance, for the assessor only.
Crane and Lifting VOC RegisterExcel (.xlsx)A register of everyone assessed: date, assessor, licence or authorisation sighted, outcome and when reassessment is due.
Supervisor Field Verification ChecklistWord (.docx)For a supervisor at the lift: checks that the lift plan, lifting gear inspection, ground and set-up, the exclusion zone and communication are in place and correct.

How the documents work together

Everything in the pack is written to the same work. The VOC assesses the worker against the safe work instruction, the lift plan and pre-lift checklist covers each job before it starts, and the field verification checks the controls the instruction relies on.

Safe work instruction

Tells the operator what to do

The steps, hazards and controls for the task, written for the person doing it.

Included

VOC assessment

Checks they can do it

Verifies each operator against that same instruction, on your equipment, with evidence and a clear outcome.

Included

Lift plan

Plans and checks each lift

The load, crane, rigging, set-up, exclusion zone and communication agreed and checked before the lift.

Included

Field verification

Checks the controls are working on site

A supervisor checks on the floor that the controls the instruction relies on are in place and effective.

Included

What supervisors find in the field feeds back into the instruction and the VOC.

Set it up for your site

Before first use, adapt the documents to:

  • Your equipment: make, model, capacity, attachments and any site-specific modifications
  • The manufacturer's operating instructions and data plate, which take priority over anything generic
  • Your site layout: traffic routes, pedestrian walkways, exclusion zones, loading areas and speed limits
  • Your local controls, procedures, emergency arrangements and reporting lines
  • Consult the workers who do the task, and your Health and Safety Representative if you have one
  • Review the documents after an incident, a near miss, new equipment or a change to the site

What you need

  • Your cranes, their load charts and the manufacturer's instructions
  • Your lifting gear register and inspection arrangements
  • Someone competent to adapt the documents, assess workers and verify the controls
  • Time to consult the crane operators, doggers and riggers who will use them

Before you use them

  • A VOC supports workplace competency verification. It does not replace a high risk work licence where one is required.
  • A VOC does not replace a crane, dogging or rigging high risk work licence. Anyone operating a crane, directing a lift or rigging must hold the licence the work requires.
  • The documents must be adapted to your equipment, the manufacturer's instructions, your site and your local controls before they are used.
  • Using them does not by itself make a workplace compliant with WHS or OHS laws. They support the work of managing the risk; they are not legal advice.

Questions about this pack

Why buy the pack rather than the VOC on its own?

A VOC needs something to assess against. The pack includes the safe work instruction the VOC checks, plus the lift plan and pre-lift checklist and the supervisor field verification checklist, all written to the same work, so what you instruct, what you assess and what you check in the field line up.

Does the pack include the VOC assessment?

Yes. The Crane and Lifting Operations VOC assessment tool, knowledge questions, marking guide and Excel VOC register are all in the pack, so there is no need to buy the VOC separately.

Does the VOC replace a licence?

No. A VOC supports workplace competency verification. It does not replace a high risk work licence where one is required. A VOC does not replace a crane, dogging or rigging high risk work licence. Anyone operating a crane, directing a lift or rigging must hold the licence the work requires.

Can we buy the documents separately?

Yes. The VOC assessment, the safe work instruction and the supervisor field verification checklist are each sold on their own. The pack contains all of them, plus the lift plan and the setup guide, which are only in the pack.

What licence do you need to operate a crane in Australia?

Most cranes need a high risk work licence, and the class depends on the crane: tower, self-erecting tower, derrick, portal boom, bridge and gantry, vehicle loading, non-slewing mobile and slewing mobile cranes (by capacity), and hoists. Some smaller or simpler cranes fall outside the licence classes, so check your crane against the classes with your regulator. A VOC checks a licensed operator on your crane and site; it does not replace the licence.

Do you need a dogging licence to sling a load?

Usually, yes. Dogging is high risk work: selecting and inspecting lifting gear and slinging a load, or directing a crane operator when the load is out of their view. Rigging work needs a rigging licence. A VOC does not replace a dogging or rigging licence.

Can we edit the documents?

Yes. Every document is supplied in Word (.docx) or Excel (.xlsx), so you can add your logo, change the wording and adapt it to your workplace. The copyright notice must stay.

Do we need to adapt them before use?

Yes. The documents must be adapted to your equipment, the manufacturer's instructions, your site and your local controls before they are used. The setup guide in the pack lists what to change.

Will these documents make us compliant?

No document can. Your duties are met by managing the risks in your actual workplace. Using them does not by itself make a workplace compliant with WHS or OHS laws. They support the work of managing the risk; they are not legal advice.

Is GST included in the price?

Yes. Every price in the store includes GST, so $249.00 is the total, including $22.64 GST. Your receipt is a tax invoice showing the GST.

How are the files delivered?

As a ZIP download. Card purchases can be downloaded straight away from the confirmation page and by a link we email you. Download links expire after 14 days for security; you can request a new one at any time.

Can we order by invoice, or for several sites?

Yes. Use Request an Invoice to order through your normal procurement process, with a purchase order number and quantities if you need them. The files are released once payment is confirmed.

Can we use them at more than one site?

Yes, across your own organisation. The documents are licensed for internal use by the purchasing organisation. A consultant, labour hire business or training provider supplying them to clients needs separate written permission.

Can we use them outside Australia?

They are written for Australian workplaces and refer to Australian WHS and OHS laws and licences. A business elsewhere should replace those references with its own country's requirements. Everything is editable for that.

What is your refund policy?

Your rights under the Australian Consumer Law are not affected. See the Refund Policy for how we handle a document that is faulty, not as described, or not what you ordered.

Licence and legal information here is general. It may not be correct in your jurisdiction: please check with your local WHS or OHS regulator.

Ordering for a business or several sites? Request an invoice. Other questions: contact us.

Goes well with

Start with a toolbox talk to brief the crew on the hazard, then use the safe work instruction, the VOC and the field verification checklist to set and check the controls.

Cranes and Lifting Awareness

For: Workers on sites where cranes, hoists or lifting gear are usedDuration: 20–30 minutes

For workers on sites where loads are lifted: the lift plan, exclusion zones, checking lifting gear, and the rule that nobody goes under a suspended load.

What's included
  • Editable slides with speaker notes, plus PDF
  • Facilitator guide and participant handout
  • Multiple-choice assessment with answer key
  • Attendance record form and certificate template

Dropped Objects Awareness

For: Workers who work at height or below itDuration: 20–30 minutes

For workers at height and the people below them: how objects fall, and the controls that stop them falling or hitting someone.

What's included
  • Editable slides with speaker notes, plus PDF
  • Facilitator guide and participant handout
  • Multiple-choice assessment with answer key
  • Attendance record form and certificate template

Electrical Safety Awareness

For: All workersDuration: 20–30 minutes

For workers who use electrical equipment or work near powerlines: how electricity injures, the checks before use, and what to do if someone is shocked.

What's included
  • Editable slides with speaker notes, plus PDF
  • Facilitator guide and participant handout
  • Multiple-choice assessment with answer key
  • Attendance record form and certificate template

Lifting operations and exclusion zones is a common critical control. To manage it as one, with performance standards and field verification across the business, see the Critical Control Management series.

Related documents

Crane and Lifting Operations VOC Assessment Template

For: Supervisors, lifting supervisors and workplace assessors

Verify crane operators, doggers and riggers on your site: knowledge questions, practical observation of a lift, fail criteria and sign-off.

What's included
  • Knowledge questions with a marking guide
  • Practical observation checklist
  • Evidence requirements and safety-critical fail criteria
  • Assessor sign-off, plus an Excel VOC register

Crane and Lifting Operations Safe Work Instruction Template

For: Owners, supervisors and WHS advisers

The safe work instruction from the pack, on its own: the steps, hazards and controls, stop points, emergencies and sign-off, in editable Word.

What's included
  • Step-by-step instruction with clear stop points
  • Hazards and controls, most effective first
  • Emergencies, consultation, approval and review
  • Worker acknowledgement, plus a setup note

Crane and Lifting Operations Field Verification Checklist

For: Supervisors, managers and WHS advisers

The supervisor's field verification checklist from the pack, on its own: checks on site that the controls for the work are in place and working.

What's included
  • Checks marked Pass, Not met or N/A, with the evidence seen
  • Critical controls marked, with same-shift escalation
  • Questions for the people doing the work
  • Actions, owners, due dates and sign-off, plus a setup note