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Operate a counter balanced lift truck in excess of 15 tons F4


Unit Standard (SAQA Reg. No 260818)

A forklift (also called Lift Truck) is a powered industrial truck used to lift and move materials over short distances.

Every year many lift truck operators are killed, and many more injured in Lift Truck mishaps. The incidents include Lift Trucks turning over, and pedestrians being struck by Lift Trucks while on foot. With a large amount of Lift Trucks in operations currently, emphasis need to be placed on both operator and pedestrian safety.

Operators who are not adequately trained in forklift operations are at great risk of injury because of their lack of understanding in the principles of operations that allow a Lift Truck to lift and move heavy loads.

This course will assist the learner operator in becoming a fully qualified Lift Truck operator who has the knowledge, skills and experience to operate a Lift Truck in a safe and professional manner. This will allow certified operator by adding value to any organization.

Successful candidates credited with this unit standard are able to:

  • Demonstrate knowledge of the regulatory framework for operating a counterbalanced lift truck
  • Describe the counterbalanced lift truck to be operated
  • Demonstrate mechanical awareness of the counterbalanced lift truck
  • Inspect the counterbalanced lift truck
  • Handle loads with a counterbalanced lift truck


  • Novice: 5 Days
  • Refresher: 1 day



Quality Assured Partner: Transport Education And Training Authority



Lift Truck Operational Learning Outcomes

Operating a lifting machine takes place within a regulatory framework that seeks to ensure safety of the operator, the lifting machine and the lifting machine environment. Counterbalanced lift trucks are inherently dangerous; hence, their safe operation cannot be overstated. The learner will also acquire the competencies and skills to operate the components, systems and levers to accomplish the task of lifting and handling loads appropriately. The area of focus of this programme will be;

The Regulatory Framework For Counter Balanced Lift Trucks In Excess Of 15 Tons

  • The Importance Of The Right To Information
  • The Regulations Pertaining To Personal Protective Equipment (PPE)
  • Regulation Pertaining To Stacking
  • Regulation Pertaining To Driven Machines (Machinery Regulations)
  • The Code Of Practice And Safety Procedures Of The Organisation
  • Apply NCOP During Lifting Machines

The Counterbalanced Lift Truck

  • The Counterbalanced Lift Truck And Different Types Of Lifting Machines
  • Functionality, Capability, Capacities And Limitations Of The Counterbalanced Lift Truck
  • Functionality

De-Rating And Attachments

Mechanical Awareness Of The Counterbalanced Lift Truck

  • Major Components And Systems
  • Instrumentation Of The Lifting Machine
  • The Operation Of The Levers, Controls And Safety Devices

The Attachments Of The Counterbalanced Lift Truck

Inspect The Counterbalanced Lift Truck

  • The Pre-Start Checks
  • Start Up The Machine
  • Starting Up Procedures
  • Shut Down The Machine
  • How To Maintain The Lifting Machine
  • Record And Report Problems

Handle Loads With A Counterbalanced Lift Truck

  • Physical Properties Of A Load
  • Density
  • Centre Of Gravity And Suspended Load
  • Temperature

Select The Appropriate Attachment For The Load Type

  • Attachments
  • Load Types

Handle Specific Loads

Assess The Operational Capability Of The Machine

Operate A Counterbalanced Lift Truck

Communication Skills

  • Two Way Radio (BAT)

Entry level requirements into this programme?

All new entrants intended under this code (Novice or Re-licensing) shall provide training institution with the required documents as specified under the National Code Of Practice (NCOP No 43835) Promulgated 23 October 2020

  • An employer declaration or medical certificate confirming the medical fitness of the learner to undergo the intended training
  • An eye test results issued by a person trained to carry out such tests
  • All new entrants intended under this code will be required to hold at least a Grade 9 (Std 7) school certificate
  • Learners shall provide training institution with a valid certified copy of his/her Identity Document
  • Employers must provide a valid copy of Lift Truck Load Test Certificate
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