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Home / Documents & Templates / Crane and Lifting Operations VOC Assessment
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Crane and Lifting Operations VOC Assessment Template

Check that each crane operator, dogger or rigger can do lifting work safely on your site: knowledge questions, a practical observation and a clear, recorded outcome.

  • EquipmentCrane
  • TaskCrane and lifting operations
  • DocumentsVOC assessment
  • FormatsWord (.docx), Excel (.xlsx), editable
  • CodeDOC-CRN-VOC
  • Version1.0 · 537 KB ZIP

About this document

A verification of competency (VOC) assessment checks that a licensed worker can do lifting work safely in your workplace: your cranes and lifting gear, your lift plans, your site and your rules. This template gives the assessor a structured way to do it, and a record that shows how the decision was made.

It combines knowledge questions with a marking guide, a practical observation checklist, the evidence the assessor should collect and safety-critical fail criteria, so one serious error means not yet competent, whatever the rest of the score. The assessor and the worker sign off the outcome, and the Excel VOC register tracks who has been assessed and when reassessment is due.

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

  • Lifting supervisors who sign off crane operators, doggers and riggers
  • Construction, manufacturing, logistics and maintenance businesses that lift
  • Principal contractors checking crews before they start on site
  • Workplace assessors verifying workers for an employer

What it helps you do

  • Assess every worker against the same standard, on your own site
  • Record the evidence behind each competent or not yet competent decision
  • Stop the assessment on a safety-critical error, whatever the rest of the score
  • Track who has been assessed, by whom, and when reassessment is due
  • Keep a clear record to show a client, auditor or inspector how workers were verified

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
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.

How the documents work together

The VOC checks a worker against your instruction for the work. The Crane and Lifting Operations Pack includes this VOC with the safe work instruction it assesses against, the lift plan and pre-lift checklist and a supervisor field verification checklist.

Safe work instruction

Tells the operator what to do

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

In the pack

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.

In the pack

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.

In the pack

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

  • An assessor competent in lifting operations and in assessing others
  • The worker's crane, dogging or rigging licence where one is required, sighted before the assessment
  • The crane, its load chart, lifting gear and the manufacturer's instructions
  • A planned lift that can be observed safely

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 document

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.

Who should conduct the assessment?

Someone competent in the work and in assessing others: often an experienced supervisor, a WHS adviser or a workplace trainer and assessor. The template guides the assessment; it does not make the assessor competent.

How often should workers be reassessed?

Set the interval from your own risk assessment. Common triggers are new or different equipment, a change to the site or procedure, an incident or near miss, unsafe practice seen in the field, and someone returning after a long absence. The Excel VOC register tracks when each reassessment is due.

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 $69.00 is the total, including $6.27 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 Pack

For: Businesses that use cranes and lifting gear

Lifting safe work instruction, lift plan and pre-lift checklist, VOC assessment and a supervisor field verification checklist of lifting controls, written to work together.

What's included
  • Crane and Lifting Operations safe work instruction
  • Crane and Lifting Operations VOC assessment, with an Excel VOC register
  • Lift plan and pre-lift checklist, and a supervisor checklist
  • Setup guide: what to adapt for your site

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