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Telehandler VOC Assessment Template

Check that each telehandler operator can do the job safely on your site, with your machine and attachments: knowledge questions, a practical observation and a clear, recorded outcome.

  • EquipmentTelehandler
  • TaskOperating a telehandler
  • DocumentsVOC assessment
  • FormatsWord (.docx), Excel (.xlsx), editable
  • CodeDOC-TLH-VOC
  • Version1.0 · 539 KB ZIP

About this document

A verification of competency (VOC) assessment checks that an operator can use your telehandler safely in your workplace: your machine, its attachments and load chart, your ground conditions 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 operator 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. Some telehandlers need a crane high risk work licence, depending on how they are used (for example, with a jib or winch to lift suspended loads). Confirm with your WHS regulator, and make sure operators hold any licence, training or site authorisation the work requires.

Who it is for

  • Supervisors who sign off telehandler operators
  • Construction, agricultural, logistics and warehousing businesses
  • Principal contractors checking operators before they start on site
  • Workplace assessors verifying operators for an employer

What it helps you do

  • Assess every operator 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 operators 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
Telehandler VOC Assessment ToolWord (.docx)The assessor's tool: the practical observation checklist, evidence requirements, safety-critical fail criteria, the outcome and sign-off.
Telehandler VOC Knowledge Questions (Candidate)Word (.docx)The knowledge questions, for the person being assessed to answer.
Telehandler VOC Marking Guide (Assessor)Word (.docx)The expected answers and marking guidance, for the assessor only.
Telehandler 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 operator against your instruction for the work. The Telehandler Safety & Competency Pack includes this VOC with the safe work instruction it assesses against, the pre-start 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

Pre-start checklist

Checks the equipment is fit to use

Every shift, before use, with clear do-not-operate criteria.

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 to operate the telehandler and to assess others
  • Any licence, training or site authorisation the operator needs, sighted before the assessment
  • The telehandler, its attachments, load chart and the manufacturer's instructions
  • A safe part of your site where normal work can be observed

Before you use them

  • A VOC supports workplace competency verification. It does not replace a high risk work licence where one is required.
  • Some telehandlers need a crane high risk work licence, depending on how they are used (for example, with a jib or winch to lift suspended loads). Confirm with your WHS regulator, and make sure operators hold any licence, training or site authorisation 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. Some telehandlers need a crane high risk work licence, depending on how they are used (for example, with a jib or winch to lift suspended loads). Confirm with your WHS regulator, and make sure operators hold any licence, training or site authorisation 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 operators 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.

Do you need a licence for a telehandler?

It depends on the machine, how it is set up and your state or territory. A telehandler used as a crane to lift suspended loads, a slewing telehandler, or one with a work platform and a boom of 11 metres or more can need a crane or WP high risk work licence, and Victoria also requires a licence for non-slewing telehandlers with a rated capacity over 3 tonnes. Check your machine with your regulator. A VOC records that the operator can use it safely and does not replace a licence.

Can a telehandler be used as a crane?

Only with an attachment and configuration the manufacturer approves for lifting suspended loads, using the load chart for that attachment, and the operator may then need a crane licence. Slinging the load may need a dogging licence. Adapt the safe work instruction to how your telehandler is actually used.

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.

Mobile Equipment and Vehicle Interaction Awareness

For: Workers on sites with forklifts, trucks, loaders or light vehiclesDuration: 20–30 minutes

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.

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

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

Workplace Traffic Management Awareness

For: All workersDuration: 20–30 minutes

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.

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

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.

Related documents

Telehandler Safety & Competency Pack

For: Businesses that run telehandlers

Safe work instruction, VOC assessment, pre-start checklist and a supervisor field verification checklist for telehandler and ground worker separation, written to work together.

What's included
  • Telehandler safe work instruction
  • Telehandler VOC assessment, with an Excel VOC register
  • Pre-start checklist and supervisor field verification checklist
  • Setup guide: what to adapt for your site

Telehandler 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
  • Operator acknowledgement, plus a setup note

Telehandler 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