You step onto a busy distribution floor at 6 am, and within ten metres you've already crossed paths with a counterbalance truck reversing out of a racking aisle. That single moment, repeated a few hundred times a shift, is exactly where most forklift incidents happen in Australia.
This guide walks through the safety procedures that sit at the heart of the TLILIC0003 licence โ the high-risk work licence to operate a forklift truck under WHS regulations. We'll cover pre-shift checks, load handling, pedestrian separation, refuelling, emergencies, and the reporting duties that sit behind every workplace.
You'll also see how a modern forklift pedestrian collision avoidance system fits alongside the older controls โ line markings, mirrors, bollards โ most yards still rely on. Whether you're sitting your assessment next week or you've held a ticket for fifteen years, the rules haven't softened. WorkSafe inspectors are still issuing improvement notices for the same things: missing logbook entries, unsecured loads, and pedestrians wandering through active operating zones.
Around 900 forklift-related serious injuries are reported across Australian workplaces each year, with pedestrian strikes accounting for nearly a quarter. Most happen at intersections, dock plates, and racking aisles โ exactly the points where a separation plan and a proximity detection system earn their keep.
AS 2359 โ the Australian Standard for Powered Industrial Trucks โ is the spine running through almost every safety procedure you'll perform on shift. It covers design, performance, stability, operator training, and maintenance for sit-down, stand-up, reach, and order-picking trucks.
When your trainer talks about a 4ร rated-capacity safety margin, or why your forks must sit at a specific angle when travelling loaded, AS 2359 is the document underneath that advice. The standard isn't just a manual; it's referenced by Safe Work Australia's General guide for industrial lift trucks and adopted by state regulators in their compliance codes.
If you're sitting your forklift licence practice test, expect questions framed around AS 2359 part 2 (operator competence) and part 10 (training programme content). One thing operators sometimes miss: AS 2359 isn't static. The 2023 update tightened expectations around blue-spot lights, audible reverse alarms, and proximity detection in shared spaces. If your site hasn't reviewed its traffic management plan since 2020, that plan is overdue.
The other layer worth knowing is the Model WHS Regulations, which sit on top of AS 2359 in every state and territory bar Victoria. The regulations turn the standard's recommendations into legal duties for the person conducting a business or undertaking โ the PCBU โ and the operator. Most importantly, they require a documented Safe Work Method Statement for any task where there's a risk of falling, being struck, or being trapped. Operating a forklift in a shared workplace ticks all three.
Pre-shift inspection is non-negotiable. It's also the procedure inspectors look at first when something goes wrong, because the logbook will tell them whether you did it โ and whether anyone before you did either. A proper pre-start check takes about five to seven minutes on a counterbalance, slightly longer on a reach truck.
Start at the tyres. Look for cuts, chunking, embedded debris, and pressure (on pneumatic tyres). On solid cushion tyres, check for de-bonding from the rim. Move to the forks: inspect heel wear (a wear caliper or 10% rule applies), check the locking pins seat, and verify the load backrest isn't cracked or bent.
Walk the mast โ look at the chains for stretch, the rollers for free movement, and the hydraulic hoses for weeping, abrasion, or stiffness. Different forklift parts wear at different rates, which is why a structured walk-around matters.
Engine bay or battery compartment next. On diesel and LPG, check oil, coolant, and fuel level, and scan for leaks beneath the truck. On electric, inspect the battery terminals for corrosion, the vent caps for seating, and the electrolyte level if it's a wet cell.
From the operator's seat: test the horn, the lights, the indicators, the reverse alarm, the seatbelt latch, and the overhead guard for weld cracks. Finally, run the truck โ gently โ and test the service brake, the park brake, the hydraulics (tilt, lift, lower), and the steering.
Whatever the result, sign the logbook. If something's defective, tag the truck out and report it. Driving a truck with a known defect transfers liability to you the moment the wheels move.
Check oil, coolant, and fuel level. Look beneath the truck for leaks and inspect the fuel return line for hot spots. Diesel return lines often run at 70โ80 ยฐC and the vapour can ignite from a static spark, so refuel with the engine off and nozzle bonded to the filler neck.
Inspect the cylinder strap, valve seat, and fuel hose for cracks or weeping. Change cylinders in a designated outdoor area only. Close the cylinder valve, run the engine to empty the fuel line, then disconnect โ gloves and eye protection are mandatory because liquid LPG causes immediate frostbite.
Check battery terminals for corrosion, vent caps for seating, and electrolyte level if it's a wet cell. Charge in the designated bay with the compartment open to vent hydrogen. Connect the charger before switching it on, disconnect after switching off, and keep metal tools well away from terminals.
Operating rules in Australian workplaces lean on a handful of numbers most operators learn early and forget under pressure. Speed limit inside a building or pedestrian-shared workplace sits at 5 km/h. In open yards with no foot traffic, you might be permitted up to 10 km/h, but only when the traffic management plan says so. Anything faster is either a control breach or a tip-over waiting to happen.
Load capacity is the other big one. AS 2359 builds in a safety margin so the truck's structural strength is roughly four times its rated capacity at the standard load centre. That doesn't mean you can lift four times the nameplate. It means the truck won't snap, but it will absolutely tip forward if you exceed the rated capacity.
Different forklift types behave differently here. A reach truck's rated capacity is measured at extended reach, not retracted. A telehandler's chart is even more aggressive โ boom angle and extension both eat into capacity. Read the chart on your truck, not the one you trained on.
A forklift rated 2,500 kg at a 500 mm load centre will not safely lift 2,500 kg at a 700 mm load centre, and definitely not at full mast height. Always read the data plate on your truck. If you're using an attachment โ fork extensions, a clamp, a rotator โ the capacity drops further and a separate attachment data plate must be present.
A few rules that don't make the data plate but cost you the licence anyway: no horseplay, no racing, no lifting passengers on the tynes (only an approved man-cage with rails and a harness, on a truck that's rated for it, with a spotter). Keep arms, legs, and head inside the cab envelope. And if visibility drops โ tall load, dust, fog โ slow right down or travel in reverse.
Engineering controls keep forklifts and people on different paths.
Active electronics close the gap when separation isn't possible.
Visual and audible cues warn pedestrians before contact.
Zoning, scheduling, and supervision lock the controls in place.
Pedestrian collision is the single biggest killer in forklift operations, and the controls fall into a hierarchy. Separation comes first. A proper traffic management plan keeps forklifts and people apart with engineering: line markings on the floor, mirrors mounted at blind corners, dedicated pedestrian walkways edged with bollards, and physical gates at points where the two paths cross.
Where separation isn't possible โ pick faces, despatch docks, narrow aisles โ you bring in proximity detection. A modern forklift pedestrian collision avoidance system uses RFID badges or UWB tags worn by workers and tag-readers fitted to the truck. Brands you'll meet on Australian sites include Claitec, ZoneSafe, Brigade Backeye 360, and various RTLS providers.
The system creates two zones: a warning zone (typically 3โ6 m) where the operator and the pedestrian both get an alert, and a danger zone (1โ2 m) that can trigger automatic speed reduction or shutdown.
Layered on top: audible and visual alerts. Blue-spot lights project a circle four to six metres ahead or behind the truck โ useful at intersections and warehouse corners. White-noise reverse alarms are now preferred over the old tonal beep because they're directional and easier for pedestrians to locate. Some sites add red-line side projectors to mark a no-go strip alongside the truck.
The final layer is administrative: workplace zoning. No-go zones during peak picking, restricted access during loading windows, and clear signage telling visitors where they can and cannot walk. None of this works if it's not enforced, which is why supervisor walk-arounds matter as much as the tech itself.
Load handling is where small habits prevent large incidents. Before lifting anything, walk around the load. Is it stable? Strapped? Cross-stacked or single-layer? Is the pallet itself fit for the job โ no broken stringers, no missing blocks, no protruding nails? If you can't see the answer, ask someone who can.
Insert the forks square to the pallet, slide them fully home, and lift just enough to clear the floor. Tilt the mast back to settle the load against the backrest, then travel. Forks should sit roughly 100โ150 mm off the deck when moving โ low enough not to snag, high enough to clear ramps and floor seams.
Specific forklift specifications vary by model, so confirm the travel height on your data plate or operator manual. Never lift personnel on the tynes. The only legal way to elevate a person on a forklift is in an approved man-cage that's pinned to the carriage, fitted with full guardrails and an anchor point for a harness, and used with a competent ground-based operator.
Driving a forklift isn't like driving a car. The steering is on the rear axle, which means the back of the truck swings wide on every turn. The centre of gravity sits inside the wheelbase only when the load is balanced and the mast is upright โ tilt forward with a load aloft and that centre shifts in front of the front axle.
Reduce speed before you turn, not during. Look behind you when reversing, using mirrors as a supplement to direct vision, never as a replacement. Treat intersections like an unsignalled crossroad โ sound the horn, slow, look both ways, then proceed. On ramps, travel with the load uphill (forks pointing up the slope) when loaded; reverse up the ramp empty.
If the unthinkable happens and the truck starts to tip, the procedure is short and counter-intuitive: stay in the cab, brace your feet, grip the wheel, and lean away from the direction of the tip. Jumping kills more operators than the tip itself, because they end up under the overhead guard rather than inside it.
Refuelling carries hazards most operators underestimate, mainly because it's the one part of the shift where you're outside the cab and within arm's reach of something flammable or corrosive. LP cylinder changes must happen in a designated outdoor area โ never inside a warehouse, never near an ignition source. Close the cylinder valve, run the engine until the fuel line empties, then disconnect. Wear gloves and eye protection; liquid LPG causes immediate frostbite on skin contact.
Diesel refuelling needs ventilation and a clean spill kit close by. Switch the engine off, no smoking, and keep the nozzle in contact with the filler neck to avoid static discharge. Electric battery charging is its own world: park in the designated charge bay, open the battery compartment to vent hydrogen, connect the charger before switching it on, and never lay metal across the battery terminals.
Switch off the ignition, set the park brake, lower the mast.
Check yourself, check pedestrians, check the load and the truck position.
Call 000 if anyone is injured; raise the site alarm for fire or chemical release.
Within your competence only โ don't move a casualty unless they're in further danger.
Leave the truck where it stopped until an inspector or supervisor clears it.
When something does go wrong, the first ninety seconds shape the outcome. For a tip-over, the rule is the one above: stay in the cab, hold on, lean away. After the truck comes to rest, switch off, release the belt only when you're sure of orientation, and climb out the high side.
For a fire โ battery, fuel, electrical, or load โ kill the ignition, set the park brake, exit, and raise the alarm. Only attempt to fight the fire if you've been trained on the extinguisher type at your site and the fire is genuinely small. Forklift batteries, especially lithium-ion units, can re-ignite hours after they look extinguished.
If a pedestrian is struck, the priorities are call 000, deliver first aid within your competence, secure the forklift (engine off, park brake, mast lowered, key out), and preserve the scene for investigation. Move the truck only if it's blocking life-saving access. Do not move the casualty unless they're in immediate further danger.
Chain wear, mast roller free play, hydraulic pressure test, lift capacity verification.
Service brake performance, park brake hold, steering free play, tie-rod condition.
Overhead guard welds, load backrest integrity, horn, lights, reverse alarm, seatbelt latch.
Forklifts in Australian workplaces are subject to annual major inspections, with intermediate services every 250 or 500 operating hours depending on the manufacturer's schedule. The annual inspection covers mast and chain wear, brake performance, hydraulic pressure, load capacity verification, and the integrity of the overhead guard and load backrest. WorkSafe inspectors will ask for the records on a spot audit โ missing paperwork is treated as missing maintenance.
Incident reporting sits under the WHS Act 2011, sections 35 to 39, which define notifiable incidents: death, serious injury or illness, and dangerous incidents. A forklift tip-over with no injury is still a dangerous incident if it exposed a person to a serious risk. Notification to the state regulator must happen as soon as possible โ most jurisdictions interpret that as within 48 hours, and the scene must be preserved until the inspector clears it.
Internally, every workplace should run a near-miss reporting culture. A pallet dropped from the third beam with nobody underneath is a free lesson; ignored, it becomes the precursor to the incident that kills someone. Operators who report near misses honestly, without fear of being blamed, are the operators supervisors trust on the harder jobs.
When an inspector arrives after a notifiable incident, the first three things they ask for are the pre-start logbook, the operator's high-risk work licence, and the site's traffic management plan. If any of those are missing, incomplete, or out of date, the investigation widens fast. Keep paperwork current and the conversation stays short.
Bring the threads together and the picture's straightforward. Inspect the truck before you turn the key. Travel within the speed limit, with the load tilted back and 100โ150 mm off the floor. Keep pedestrians out of your operating envelope using whatever combination of separation, proximity detection, and signage your site requires.
Refuel in the right place, the right way. Report what goes wrong, and report it early. None of this is glamorous. None of it makes you a faster picker or a sharper despatcher. What it does, shift after shift, is keep you on the truck, keep your mates on their feet, and keep the regulator out of the front office.
One last thought before you sign on. The operators who last decades in this trade aren't the fastest or the bravest. They're the ones who read the data plate every time, who do the walk-around even when the truck was fine yesterday, who slow at every intersection and never assume the pedestrian saw them. That's what TLILIC0003 is really teaching: not how to drive a forklift, but how to think like an operator who hasn't had an incident yet โ and intends to keep it that way.
If you're new to the ticket, expect to spend the first six months building habits that feel slow. That's normal. Speed comes from confidence, and confidence comes from getting every small step right, every shift, until the procedures stop feeling like procedures and start feeling like the only sensible way to move a load. Cut a corner once and you might get away with it; cut the same corner across a thousand shifts and the maths catches up with you.
It's a proximity-detection setup that pairs vehicle-mounted readers with RFID or UWB tags worn by pedestrians. When a tagged person enters a defined zone around the truck, the system alerts both the operator (via cab display and buzzer) and the pedestrian (via tag vibration or beep). Higher-end systems โ Claitec, ZoneSafe, Brigade Backeye โ also automatically reduce truck speed or stop the drive when a person enters the inner danger zone. They sit on top of separation controls like walkways and bollards, not in place of them.
AS 2359 is the Australian Standard for powered industrial trucks. It covers design, performance, stability, operator competence, and training programme content across multiple parts. For operators, the most relevant parts are AS 2359.2 (operator training and licensing) and AS 2359.10 (training programme content). State WHS regulators reference AS 2359 in their compliance codes, so meeting the standard generally means meeting the legal duty.
The default workplace speed limit is 5 km/h in any area where pedestrians may be present. Open yards with no foot traffic may allow up to 10 km/h, but only if the site's traffic management plan specifically permits it. Speed limits are usually posted at the entry to each operating area; treat anything faster than walking pace inside a building as a risk control breach.
Rated capacity is the load the truck can safely lift at the standard load centre โ typically 500 mm or 600 mm from the heel of the fork โ and at a standard lift height. As you lift higher or extend the load forward, capacity drops on a de-rating curve. AS 2359 builds in a 4ร structural safety margin, but tip-over happens long before structural failure. Always read the data plate on the specific truck you're operating.
Only in an approved man-cage. The cage must be pinned to the carriage, fitted with full guardrails and a harness anchor point, and used with a competent ground-based operator. Even then, it's a last resort โ an elevating work platform is the correct tool for working at height. Standing on the tynes or on a loose pallet to reach high stock is illegal and a common cause of fatal falls.
Stay in the cab, brace your feet, grip the wheel, and lean away from the direction of the tip. Do not jump โ most fatal tip-over injuries happen when the operator is crushed under the overhead guard after attempting to leap clear. Wear the seatbelt at all times; it keeps you inside the protective envelope. Once the truck has come to rest, switch off, release the belt carefully, and exit on the high side.
Under sections 35โ39 of the WHS Act 2011, notifiable incidents โ death, serious injury or illness, or a dangerous incident โ must be reported to the state regulator as soon as possible. Most jurisdictions interpret 'as soon as possible' as within 48 hours, and the scene must be preserved until an inspector clears it. A tip-over with no injury still counts as a dangerous incident if a person was exposed to serious risk.
Annually, plus intermediate services every 250 or 500 operating hours depending on the manufacturer's schedule. The annual major inspection covers mast and chain wear, brake performance, hydraulic pressure, load capacity verification, and the integrity of the overhead guard and load backrest. Records must be kept on site and presented to WorkSafe inspectors on request โ missing paperwork is treated as missing maintenance.