QUALIFICATION SPECIFICATION. AoFAQ LEVEL 2 AWARD IN FORKLIFT TRUCK OPERATIONS (RQF) QUALIFICATION SPECIFICATION

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1 QUALIFICATION SPECIFICATION AoFAQ LEVEL 2 AWARD IN FORKLIFT TRUCK OPERATIONS (RQF) QUALIFICATION SPECIFICATION Qualification Overview and Objective: This qualification is aimed at developing learner s ability for warehousing and storage use for operating Forklift Trucks, the qualification requires learners to prepare and operate forklift trucks but also has sections on customer services, health, safety and handling good within a warehousing environment. This qualification specification will provide our centres with information and guidelines on running this course and our appropriate means of delivery for the course material attached. Key Facts: Qualification Number: 601/7824/3 Credit Value: 12 Assessment Method: Portfolio of Evidence Guided Learning Hours: 45 Minimum Contact Hours: 45 Total Qualification Time: XX Requalification Requirements: This qualification is valid for 3 years. There is no requalification course which reduces the course duration. Once the qualification has expired, or due to expire the learner is required to undertake the course again in order to maintain the qualification. Page 1 Version 1.1

2 Entry Requirements and Age Restrictions: Candidates wishing to register for this course must be 16 years or older, however a learner aged 16 won t be able to drive the forklift on a public road unless the individual attains a full UK driving licence. Qualification Structure: Unit No. Unit Reference Unit Title 1 F/503/7784 Prepare the Forklift Truck for Driving or Manoeuvring 2 J/503/7785 Operate, Move or Manoeuvre the Forklift Truck 3 L/503/7786 Select, Transfer and Position Loads Using a Forklift Truck 4 D/503/7787 Undertake Post-operational Checks on Forklift Trucks 5 R/503/7788 Load the Container, Vehicle, Vessel or Craft Using a Forklift Truck 6 M/504/7514 Unload the Container, Vehicle, Vessel or Craft Using a Forklift Truck RQF Credit The trainer to learner ratio must be 1 trainer to every 12 learners maximum. Delivery Time guidance Unit No. Unit Reference Unit Title 1 F/503/7784 Prepare the Forklift Truck for Driving or Manoeuvring 2 J/503/7785 Operate, Move or Manoeuvre the Forklift Truck 3 L/503/7786 Select, Transfer and Position Loads Using a Forklift Truck 4 D/503/7787 Undertake Post-operational Checks on Forklift Trucks 5 R/503/7788 Load the Container, Vehicle, Vessel or Craft Using a Forklift Truck 6 M/504/7514 Unload the Container, Vehicle, Vessel or Craft Using a Forklift Truck Guided Learning Hours (GLH) Minimum Contact Time Assessment Method 6 hours 6 hours Portfolio of Evidence 7 hours 7 hours Portfolio of Evidence 8 hours 8 hours Portfolio of Evidence 6 hours 6 hours Portfolio of Evidence 9 hours 9 hours Portfolio of Evidence 9 hours 9 hours Portfolio of Evidence Page 2 Version 1.1

3 GLH/Minimum Contact Time Guided Learning Hours (GLH) is the suggested number of hours of directed study in order for the learner to complete the unit. The GLH for each unit is shown in the above table. Occupational Competence Requirements Those involved in the training of these qualifications must have knowledge and competency in forklift operations as well as knowledge and competency to train based on qualifications and experience. An acceptable portfolio must show: Occupational knowledge and competence in forklift operations evidenced by: - Holding a relevant qualification Knowledge and competency in teaching/training evidenced by: - Holding an acceptable teaching/training qualification AND either: - Providing an acceptable log of teaching within the last 3 years or - Providing an acceptable record of competently teaching relevant theoretical sessions under the supervision of a suitably qualified Trainer/Assessor. Unit Specific Trainer requirements Subject knowledge or experience Level 4 Award in Managing Health and Safety in the Workplace Level 3 Award in Supervising Health and Safety in the Workplace NEBOSH Level 3 Certificate in Occupational Safety and Health or equivalent NEBOSH Level 6 Diploma in Occupational Safety and Health or equivalent IOSH Managing Safely Degree/ Dip HE in Environmental Health, Health and Safety, etc. Any other qualification approved by AOFAQ. Teaching/Assessor qualifications Post Graduate Certificate in Education (PGCE) Certificate in Education (CERT ED) Diploma in Education (DIP ED) Preparing to teach in the lifelong learning sector (PTLLS) Certificate in teaching in the lifelong learning sector (CTLLS) Diploma in teaching in the lifelong learning sector (DTLLS) Master of Arts in Education (MA ED) Master of Arts in Professional Development, Education and Training (MA PDET) Professional trainer certificate IHCD Instructional methods course Level 3 or 4 NVQ Learning and Development Page 3 Version 1.1

4 CIPD Certificate in Learning Practice Proof of 30 hours of training in any subject (must be verifiable) If your teaching or training qualification is not listed, please contact us. Centre Requirements Centres must instruct each Learner to bring identification and this must be validated by the trainer and recorded on the Learner Assessment Logbook. Also, centres must advise Learners to bring their Unique Learner Number to the course if they have one. Further guidance on this can be found in the Awarding Organisation s Centre Compliance Manual. It is the responsibility of the Trainer to ensure a Learner undertaking the qualification is indeed the person they are claiming to be. Centres must also attain the appropriate resources and course material to support the delivery of the course, the training environment must also meet the standards of a warehousing environment to best recreate a forklift operating environment for the practical elements of the course. Insurance Requirements Centres are responsible for having adequate insurance which must include: Employers Liability Public Liability Professional Indemnity Centres are required to provide this information upon gaining Centre Approval with AoFAQ but must keep their insurance valid and up to date on an annual basis. The cover must also extend to the instructors and the documentation should clearly detail this. Unit Information: Unit 1: Prepare the Forklift Truck for Driving or Manoeuvring Unit number: F/503/7784 Credit: 1 GLH: 6 Level: 2 Page 4 Version 1.1

5 Learning Outcomes The learner will to 1. Know how to prepare the fork lift truck for driving or manoeuvring 2. Be able to prepare the forklift truck for driving or manoeuvring Assessment Criteria The learner can 1.1. Explain the relevant organisational policies and procedures for preparing the forklift truck in logistics operations that relate to: operating requirements 1.2. Explain how to check that the forklift truck has sufficient fuel or energy for the task or shift 1.3. Explain the operation of the forklift truck s instruments and controls to include: how to check the vehicle systems how to check instruments, controls, gauges and vehicle systems position of forks and/or attachments for the load or travelling indications of electrical or mechanical problems 1.4. Explain the responsibilities of the forklift truck driver for the forklift truck and the load 1.5. Explain the organisational procedures for reporting defects including information on previously reported problems with the forklift truck 1.6. Explain how to obtain information on previously reported problems with the forklift truck 1.7. Explain which person(s) is officially responsible for allocating equipment or tasks 1.8. Identify problems that can occur when preparing the forklift truck for driving or manoeuvring 1.9. Explain the appropriate action to take, in order to deal with identified problems 2.1. Follow all relevant organisational policies and procedures for preparing the forklift truck in logistics operations that relate to: Page 5 Version 1.1

6 operating requirements 2.2. Check the forklift truck has sufficient fuel or energy for the task or shift 2.3. Check the forklift truck systems to ensure the forklift truck complies with operational and legal requirements 2.4. Carry out adjustments to optimise control, observation and comfort 2.5. Check that any ancillary attachments are in working order 2.6. Position forklift truck and any attachments used in an authorised position, location or parking bay as appropriate when not in use Unit 2: Operate, Move or Manoeuvre the Forklift Truck Unit number: J/503/7785 Credits: 2 GLH: 7 Level: 2 Learning Outcomes The learner will to 1. Know how to operate, move or manoeuvre the forklift truck Assessment Criteria The learner can 1.1. Explain the relevant organisational policies and procedures for operating, moving or manoeuvring the forklift truck in logistics operations that relate to: operating requirements Page 6 Version 1.1

7 theft or damage to truck and/or load 1.2. Explain the observations required for operating, moving or manoeuvring the forklift truck 1.3. Explain how different audible and/or visual warning devices are used 1.4. Describe the risks associated with driving, moving or manoeuvring the forklift truck at different locations 1.5. Explain the factors that can affect the stability of the forklift truck 1.6. Describe how to identify damage or deterioration in the condition of the load 1.7. Identify problems that can occur when driving, moving or manoeuvring the forklift truck 1.8. Explain the appropriate action to take, in order to deal with identified problems 2. Be able to operate, move or manoeuvre the forklift truck 2.1. Follow all relevant organisational policies and procedures for operating, moving or manoeuvring the forklift truck in logistics operations that relate to: operating requirements theft or damage 2.2. Undertake a visual risk assessment of the working area 2.3. Check visual aids to ensure all round vision 2.4. Mount the equipment safely making appropriate adjustments to the controls 2.5. Position forks or attachments for loading or travelling 2.6. Undertake correct observations 2.7. Operate, move or manoeuvre the forklift truck smoothly maintaining stability of both forklift truck and load 2.8. Negotiate inclines and declines in a manner that will maintain the stability of both forklift truck and the load 2.9. Locate a suitable space for turning, aligning Page 7 Version 1.1

8 the pivot and reference points Turn the forklift truck in a manner that will maintain the stability of both forklift truck and the load Stop the forklift truck in a manner that will maintain the stability of both forklift truck and the load Position the forklift truck and any attachments used in an authorised position, location or parking bay as appropriate when not in use Dismount the forklift truck safely Record all work according to organisational requirement Unit 3: Select, Transfer and Position Loads Using a Forklift Truck Unit number L/503/7786 Credits: 2 GLH: 8 Level: 2 Learning Outcomes The learner will to 1. Know how to select, transfer and position loads using a forklift truck Assessment Criteria The learner can 1.1. Explain the relevant organisational policies and procedures for selecting, transferring and positioning loads using the forklift truck that relate to: lifting systems 1.2. Explain how to ensure the load is safe for the operation Page 8 Version 1.1

9 1.3. Explain how to set the forks or attachments to ensure the stability and security of the load 1.4. Explain factors that can affect the stability of the forklift truck when engaged in selecting, transferring and positioning loads 1.5. Explain the dangers of overloading the forklift truck 1.6. Identify problems that can occur when selecting, transferring and positioning loads using a forklift truck 1.7. Explain the appropriate action to take in order to deal with identified problems 2. Be able to operate, move or manoeuvre the forklift truck 2.1. Follow all organisational policies and procedures for selecting, transferring and positioning the forklift truck that relate to: forklift operating systems 2.2. Identify the correct load 2.3. Check the load is safe for the operation 2.4. Set forks and/or attachments to ensure the stability of the load 2.5. Position the load for transportation 2.6. Check the stability and security of the load during positioning and transportation 2.7. Operate the vehicle controls to maintain the safety, security of yourself, the forklift truck and others 2.8. Communicate effectively 2.9. Check that the safety and security of the load is maintained during transfer Check that the location allocated for the load is suitable Set the load down in the correct position and location safely Record all work according to organisational requirements Page 9 Version 1.1

10 Unit 4: Undertake Post-operational Checks on Forklift Trucks Unit number D/503/7787 Credit: 1 GLH: 6 Level: 2 Learning Outcomes The learner will to 1. Know how to undertake postoperational checks for a fork lift truck 2. Be able to undertake post operational checks for forklift trucks Assessment Criteria The learner can 1.1. Explain the relevant organisational policies and procedures for undertaking postoperational checks for the forklift truck that relate to: lifting systems 1.2. Identify information relating to daily, weekly and/or monthly maintenance checks 1.3. Explain how to carry out required postoperational checks 1.4. Identify problems that can occur when undertaking postoperational checks for a forklift truck 1.5. Explain the appropriate action to take, in order to deal with identified problems 2.1. Follow all organisational policies and procedures for undertaking postoperational checks for the forklift truck that relate to: forklift operating systems 2.2. Undertake the routine checks that must be carried out after using the forklift truck 2.3. Check that the regulations relating to the Page 10 Version 1.1

11 forklift truck are met 2.4. Demonstrate how to complete postoperational checks according to operational and organisational procedures 2.5. Position the forklift truck and any attachments used in an authorised position, location or parking bay as appropriate when not in use 2.6. Record all work according to organisational procedures Unit 5: Load the Container, Vehicle, Vessel or Craft Using a Forklift Truck Unit number R/503/7788 Credits: 3 GLH: 9 Level: 2 Learning Outcomes The learner will to 1. Know how to load the container, vehicle, vessel or craft using a forklift truck Assessment Criteria The learner can 1.1. Explain the relevant organisational policies and procedures for undertaking postoperational checks for the forklift truck that relate to: lifting systems different containers, vehicles, vessels or craft 1.2. Explain how to ensure the load is safe for the operation Explain how to set the forks or attachments to ensure the stability and security of the load 1.4. Explain factors that can affect the stability Page 11 Version 1.1

12 of the forklift truck when engaged in loading the container, vehicle, vessel or craft 1.5. Explain the dangers of overloading the forklift truck 1.6. Explain load restrictions for the container, vehicle, vessel or craft 1.7. Explain factors that can affect loading and delivery sequences 1.8. Explain the dangers of overloading the container, vehicle, vessel or craft 1.9. Identify problems that can occur when loading the container, vehicle, vessel or craft using a forklift truck Explain the appropriate action to take, in order to deal with identified problems 2. Be able to load the container, vehicle, vessel or craft using a fork lift truck 2.1. Follow organisational policies and procedures for loading the container, vehicle, vessel or craft using the forklift truck that relate to: forklift operations different containers, vehicles, vessels or craft 2.2. Identify the correct container, vehicle, vessel or craft to be loaded 2.3. Identify the correct load 2.4. Check the load is safe for the operation 2.5. Set forks and/or attachments to ensure the stability of the load 2.6. Check the stability and security of the load during positioning and loading the container, vehicle, vessel or craft 2.7. Ensure the load and container, vehicle, vessel or craft are compatible 2.8. Maintain the safety, security of yourself, the forklift truck and others when manoeuvring the forklift truck 2.9. Operate the forklift truck controls to maintain the safety, security of yourself, Page 12 Version 1.1

13 the forklift truck and others Communicate effectively Check that the safety and security of the load is maintained during transfer Set the load down safely in the correct position and location Load the container, vehicle, vessel or craft in the appropriate manner for the type of load or delivery sequence Record all work according to organisational requirements Unit 6: Unload the Container, Vehicle, Vessel or Craft Using a Forklift Truck Unit number M/504/7514 Credits: 3 GLH: 9 Level: 2 Learning Outcomes The learner will to 1. Know how to unload the container, vehicle, vessel or craft using a forklift truck Assessment Criteria The learner can 1.1. Explain the relevant organisational policies and procedures for unloading the container, vehicle, vessel or craft that relate to: lifting systems different containers, vehicles, vessels or craft proof of delivery systems 1.2. Explain how to ensure the load is safe for the operation 1.3. Explain how to set the forks or attachments to ensure the stability and Page 13 Version 1.1

14 security of the load 1.4. Explain factors that can affect the stability of the forklift truck when engaged in unloading the container, vehicle, vessel or craft 1.5. Explain how the container, vehicle, vessel or craft should be prepared for loading 1.6. Explain the dangers of overloading the forklift truck 1.7. Identify the person responsible for receiving the load 1.8. Identify problems that can occur when unloading a container, vehicle, vessel or craft using a forklift truck 1.9. Explain the appropriate action to take, in order to deal with identified problems 2. Be able to unload the container, vehicle, vessel or craft using a forklift truck 2.1. Follow all organisational policies and procedures for unloading the container, vehicle, vessel or craft using the forklift truck that relate to: forklift operating systems different containers, vehicles, vessels or craft proof of delivery systems 2.2. Identify the correct container, vehicle, vessel or craft to be unloaded 2.3. Identify the correct load 2.4. Check the load is safe for the operation 2.5. Set forks and/or attachments to ensure the stability of the load 2.6. Communicate effectively 2.7. Maintain the safety, security of yourself, the forklift truck and others when manoeuvring the forklift truck 2.8. Unload the container, vehicle, vessel or craft according to the plan and in the appropriate manner for the type of load 2.9. Check the stability and security of the load during the unloading of the container, Page 14 Version 1.1

15 vehicle, vessel or craft Operate the forklift truck controls to maintain the safety, security of yourself, the forklift truck and others Check that the safety and security of the load is maintained during the unloading Set the load down safely in the correct position and location Record all work according to organisational requirements Page 15 Version 1.1