The safe work instruction from the Forklift Safety & Competency Pack, on its own: what the operator does, step by step, the hazards and controls, and when to stop.
A safe work instruction tells the operator how to do the work safely at your site: the purpose and scope, who may do the work, the equipment, the hazards and their controls (most effective first), PPE, the steps with clear stop points, emergencies, consultation and approval, and a signed acknowledgement. A short setup note lists what to adapt and every placeholder.
It is the same document as in the Forklift Safety & Competency Pack, word for word. The Forklift VOC Assessment Template checks a operator can do the work in it, and the Forklift Field Verification Checklist checks on site that the controls it relies on are working. Both are sold on their own too. The Forklift Safety & Competency Pack contains all of them, with the pre-start checklist and a setup guide.
A VOC supports workplace competency verification. It does not replace a high risk work licence where one is required. Forklift operators must hold the high risk work licence the forklift requires. A VOC does not replace it.
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 Setup Note, a Product Overview, the Permitted Use Terms and Version Information (PDF).
| File | Format | What it is for |
|---|---|---|
| Forklift Safe Work Instruction | Word (.docx) | Step-by-step instruction for the operator: before, during and after operating, with the hazards and controls at each step. |
The safe work instruction is where the documents start: the VOC checks a operator can do the work in it, the pre-start checklist covers each job, and the field verification checks the controls it relies on. The Forklift Safety & Competency Pack contains all four.
Tells the operator what to do
The steps, hazards and controls for the task, written for the person doing it.
Included
Checks they can do it
Verifies each operator against that same instruction, on your equipment, with evidence and a clear outcome.
In the pack
Checks the equipment is fit to use
Every shift, before use, with clear do-not-operate criteria.
In the pack
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.
Before first use, adapt the documents to:
Before you use them
Yes, word for word. It is the safe work instruction from the Forklift Safety & Competency Pack, sold on its own with a short setup note.
If you need more than this one document, yes. The Forklift Safety & Competency Pack contains this document, the VOC assessment, the pre-start checklist and the field verification checklist, written to work together, with a setup guide. The pre-start checklist and the setup guide are only in the pack.
No. A VOC supports workplace competency verification. It does not replace a high risk work licence where one is required. Forklift operators must hold the high risk work licence the forklift requires. A VOC does not replace it.
No. Where the manufacturer's instructions differ, follow the manufacturer and change the document to match.
Yes. Operating a forklift truck is high risk work, and the operator needs a high risk work licence: class LF for a forklift truck, or class LO for an order-picking forklift truck. Licences are issued by the WHS or OHS regulator in each state and territory. A VOC then records that the licensed operator can operate your forklift safely in your workplace.
No. The high risk work licence is a legal requirement for the person, issued by the regulator. A VOC (verification of competency) is a workplace check that a licensed operator can safely use your forklift, with your attachments, on your site. It records that check and does not license anyone to operate a forklift.
WHS and OHS laws do not set one fixed interval. Most workplaces set their own reassessment period, and reassess sooner when an operator is new to the site, moves to a different forklift or attachment, returns after a long break, or is involved in an incident or near miss. The VOC gives you the same, consistent record each time.
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.
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 note in the download lists what to change.
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.
Yes. Every price in the store includes GST, so $49.00 is the total, including $4.45 GST. Your receipt is a tax invoice showing the GST.
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.
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.
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.
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.
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.
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.
For anyone who works around forklifts, trucks, loaders or utes: how people are hit by mobile equipment, and the habits that keep pedestrians and machines apart.
For everyone on a site with vehicle movements, including delivery drivers and visitors: the traffic management plan, site layout and rules that keep people and vehicles apart.
Separating people from mobile plant 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.
Safe work instruction, VOC assessment, pre-start checklist and a supervisor field verification checklist for forklift and pedestrian separation, written to work together.
Verify forklift operators on your site and equipment: knowledge questions with a marking guide, practical observation checklist, fail criteria and sign-off.
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.