Lift Truck Instructor Training & Certification Instructor Brochure HSCS JAn... · Lift Truck Instructor Training & Certification ... HSE/ITSSAR National Training Provider No 3:10005

© HSCS ltd – 01536 414966 - Forklift Instructor Brochure Jan 2010 Page 1 of 11

Lift Truck InstructorTraining & Certification

National & In Company

Health & Safety Certification & Services LtdCentral Administration Office - 100 Princes Street, Kettering, Northamptonshire, NN16 8RRTel: 01536 414966 Fax: 01536 416933 email: [email protected] WEB www.hscsltd.co.uk

HSE/ITSSAR National Training Provider No 3:10005 Registered in England No 06991213

Central Administration OfficeEldon House, 100 Princes Street, Kettering, Northamptonshire, NN16 8RR

Telephone 01536414966 Fax 01536416933 Email [email protected]


HSCS has over 25 years experience of offering Lift Truck, operator and instructor training withassociated services. Our staff have been instrumental in developing recognised, and adopted,training programmes, safe systems of work, Risk Assessments, manuals for managers,supervisors, operators and trainers. Our lift truck instructors and trainers are at the forefront ofcreating and developing National Qualifications and training courses.

We are a fully Accredited Training Provider (no 3:10005) for both operators and instructors,all HSCS staff delivering plant training and associated services are fully qualified Tutors,Trainers and Instructors to the recognised standards across all HSE accreditation providers.In addition to delivering cost effective quality training and services, HSCS specialists staffwork closely with the HSE, and accrediting bodies, to design and develop Health & Safetystandards and courses, by being part of standards committees, lead bodies and advising HSEinspectors and EHO’s.

Our National Coverage, is exactly that, from the South of England to the North ofScotland and from the East Coast to the West of Wales. With instructors, tutors and trainersbased around the UK we offer a Local Service based on full time permanent staff. We donot sub contract or use casual staff of any kind, we can therefore ensure clients receive thebest possible quality service with quick response times. The approach of a consistentquality service also gives us the flexibility needed to react to our clients differingrequirements.

Our clients range from Multinationals to single users and each client is viewed andtreated as a unique entity. We believe that each client should receive individualattention and that the services we offer should be aimed at both the legal requirementsexpected of the client, and the clients need for services that are pertinent andadvantageous to their operation. Furthermore that these services should be flexible and

available at a time to suit the clients operations and requirements, and above all be cost effective.

Clients have individual needs, for example requiring services out of ‘normal’ hours, HSCSTraining Services offer a level of Individual Care that means if our clients require services toencompass shift work, nights or weekends, we provide it! We also offer bespoke training to aclients particular operating environment, this not only ensures compliance with statutoryrequirements but also contributes to an overall cost effect service.

Whether you have a single site or a nation wide company our service fees are clear andprecise, there are no hidden extra’s, quotations are fully inclusive of all course materials,travel, expenses, certification, licensing, registrations - in fact everything except vat.Why not put us to the test, just call our head office and experience the difference.

The content of this document is not exhaustive and we would welcomethe opportunity of discussing your individual requirements with you.

Finally I would thank you for this opportunity of introducing ourselves to you, and assureyou of our best attention at all times.

John SteelNational Manager


HSCS Training Services offer a complete range of operator and instructor training & certification courses forthe following forklift trucks. The grouping of the forklifts is that of the British Industrial Truck Association(BITA) as recognised by the HSE.

Group A - Electric DrivenA1 Pedestrian Pallet trucks; Stillage trucks: Low lift platform trucks; Low lift order pickersA2 Rider Pallet trucks; Stillage trucks: Low lift platform trucks; Low lift order pickersA3 Pedestrian Fork lift trucksA4 Pedestrian High lift platformsA5 Pedestrian Pallet stackersA6 Pedestrian Straddle trucks

Group B - Electric & I.C.E DrivenB1 Rider Counterbalance lift truck up to 5 tonneB2 Rider Counterbalance lift truck up to, and including 15 tonneB3 Rider Counterbalance lift truck trucks over 15 tonnes

Group C - Electric & I.C.E DrivenC1 Rider Sideloaders up to and including 5 tonneC2 Rider Sideloaders op to and including 15 tonneC3 Rider Sideloaders over 15 tonne

Group D - Electric DrivenD1 Rider Reach & Straddle trucksD2 Rider Pallet stackers

Group E - Electric DrivenE1 Rider Medium lift order pickerE2 Rider High lift order picker

Group F - Electric DrivenF1 Rider Very Narrow Aisle lateral (& front) stacking trucks - Man UpF2 Rider Very Narrow Aisle lateral (& front) stacking trucks - Man Down

Group G - I.C.E DrivenG1 Rider Straddle carriersG2 Rider Counterbalance container handling trucksG3 Rider Sideloader container handling trucksG4 Rider Telescopic container handling trucks

Group H - Electric & I.C.E DrivenH1 Rider Tow tractor & trailer

Group J - I.C.E DrivenJ1 Rider Rough Terrain masted lift truckJ2 Rider Rough Terrain variable reach (telescopic) lift trucks up to 9m liftJ3 Rider Rough Terrain variable reach (telescopic) lift trucks over 9m liftJ4 Rider Industrial variable reach lift (telescopic) trucks up to 9m liftJ5 Rider Industrial variable reach lift (telescopic) trucks over 9m liftJ6 Rider Rough Terrain variable reach (telescopic) 360 degree rotation up to 9 metresJ7 Rider Rough Terrain variable reach (telescopic) 360 degree rotation over 9 metres

Group M - Electric DrivenM1 Rider Bi & Multi directional lift trucks

Group P - Electric DrivenP1 Rider Pivot Steer Trucks

Group T - I.C.E DrivenT1 Rider Transportable (vehicle mounted) lift trucks

Group Z - Manual OperatedZ1 Pedestrian Pallet trucksZ2 Pedestrian Platform trucksZ3 Pedestrian Pallet stackerZ4 Pedestrian Straddle truck

If you are unsure as to a lift truck truck’s grouping, please call our Head Office and we will endeavour to place your truck in the appropriate group.


HSCS are able to deliver all accredited and approved training courses for forklift Instructor training andcertification. The range of courses covers New Entrant, Re-Registration and Direct Entry at national or incompany (Internal Instructor) level. Post course services include a telephone / email / fax update and supportservice where we keep all instructors up to date with any H&S legislation and offer a help line to assistinstructors throughout the five year duration of the qualification.

National Level coursesThese courses are normally attended by prospective, or established instructors who are employed byaccredited training providers, those who wish to become accredited providers, or those who work for largercompanies whose policy dictates this level of instructor.

Successful candidates from this course can instruct, examine and issue certification either within dedicatedtraining centres, or at differing client sites (providing they meet and administer all accreditation criteria).National instructors can be self employed, work for training organisations, or across companies. Thecertification remains with the candidate.

Certification is issued for 5 years and instructors must then attend an accredited and recognised re-registration course to continue training.

These courses are normally undertaken within a training centre environment, HSCS are also accredited tocarry out these courses on clients sites, providing they can meet the accreditation criteria.

In Company CoursesThese courses are normally attended by prospective, or established in company instructors that will only beinstructing for their sponsor company

Successful candidates from this course can instruct, examine and issue certification within their sponsorcompany sites only. The instructor certification remains with the sponsor company and once the instructorceases employment he / she cannot continue as an instructor. Any certification issued by the in companyinstructor, to employees, remains with the sponsor company and is not transferable if employees leave thesponsor company’s employ.

Certification is issued for 5 years and instructors must then attend a recognised re-registration course tocontinue training.

These courses would normally be undertaken at the company’s site encompassing the company’s equipment,operating environment, systems and policies. HSCS are also able to offer these courses at a training centre ifrequired.

Entry RequirementsWith both national and in house courses the entry requirements are the same. The candidate instructors musthold recognised accredited forklift operator certification that was issued within 12 months prior to the coursecommencement.

Instructor QualitiesA good Instructor will need to adopt an enthusiastic approach to every lesson, will thoroughly research thesubject matter, simplify the difficult areas to be taught and set a good example by a confident attitude and afair, firm, but friendly approach to the trainee operators and will always endeavour to see each problemthrough the eyes of the individual members of the course. This should be borne in mind when selectingpotential instructors.


National Course ContentThe following brief course content description covers the 10 day new entrant course. The direct entry courseand the re-registration courses, re affirm these areas of skill, ability and knowledge.

1 Initial practical training and testing to instructor standard, Operators Ability: Undertake and pass anoperators test, Carry out pre-use checks, & pass a theoretical test.

2 Safety and accident prevention

3 Health and Safety at Work: Health & Safety at Work Act 1974, Sections 2, 7 & 8, Work EquipmentRegulations — Regulation 9, Training, Management Health & Safety at Work Regulations‘Employees duties’, Specific Legislation and Regulations, Approved Codes of Practice, Enforcementof Health & Safety

4 Principles of fork lift trucks

5 Truck familiarisation

6 Recommendations of Training: Selection of operators: Age, medical condition and level ofintelligence, previous experience, Training of operators: Types of courses, Basic Training, SpecificTraining, Familiarisation Training, Conversion Training, Refresher Courses.

7 Instructor’s role, Principles of Instruction & Instructional Techniques, Learning (Incentives andMethods), Simple job analysis, Preparation of lesson plans, Hints on speaking.

8 Training exercises

9 Classroom Lesson: Preparation, Instruction in logical sequence, Introduction/Link, Revision,Aim/Objective, Reason why, Incentive, Stages, Use of aids (white boards, models, Overheadprojectors etc), The use of questions and answers, Confirmation, Summery, Look forward.

10 Practical Demonstration: by each Delegate related to practical lift truck operation with constructivecomments.

11 Practical Lesson: A practical lesson by each Delegate on a subject related to lift truck operations.

12 Operator competence testing & Practical assessments; Delegates construct a test area and conduct &mark a basic skills test to ITSSAR standards, complete relevant paperwork.

13 Examination assessment and registration fee; Report, Certification and Training Records:, ReportContent, Certificate of basic training, Employers Authorisation, Company training records, FurtherTraining needs.

The course assessments are applied as the delegate progresses through the 10 day course, unlike someaccreditations where the whole 10 days rests on a single performance at course end.

On successful completion of the course, the instructor will be qualified to train fork lift truck operators(using; as a standard, the appropriate ITSSAR course) organise and administer operator competence testsand issue certificates ON TRUCKS FOR WHICH HE/SHE HOLDS THE RELEVANT OPERATOR’SCERTIFICATE.


10 Day New Instructor (New Entrant)WEEK 1

WEEK 2

5 Day Direct EntryThis course is designed for established Lift truck instructors who wish to transfer from one of the other 5accreditation units. Proof of current instructor status is required.


NATIONAL INSTRUCTOR COURSE PROGRAMMES (cont)

5 Year Re-Registration

At 5 year intervals from basic training, the instructor must attend a re registration course to re affirm skillslevels and update on legislation etc. This is normally of 4 days duration, however where it can bedemonstrated that an instructor has trained on a regular basis for a monitored provider, this can be reduced to3 days.

All Instructor training courses (National and In House) are designed to train instructors in the delivery of theskill requirements and associated job safety knowledge of basic Lift Truck operation, This is to the nationallyrecognised levels of skill, ability & safety as laid down by accrediting bodies and as in the Approved Code ofPractice (L116) relating to section 2 of the Health & Safety at Work Act 1974, courses will also encompassthe following legislation as appropriate:

The Health & Safety at Work Act 1974.

The Management of Health & Safety at Work Regulations 1999.

The Provision & Use of Work Equipment Regulations 1998.

The Lifting Operations & Lifting Equipment Regulations 1998.

The Workplace (Health, Safety & Welfare) Regulations 1992.

The Construction (Health, Safety & Welfare) Regulations 1996.

The Personal Protective Equipment Regulations 1992.

The Control of Substances Hazardous to Health Regulations 1998. (COSHH).

Once qualified, an instructor can train and examine on any Lift Truck that they hold recognised andaccredited certification for at operator level.


IN COMPANY INSTRUCTOR TRAINING COURSES

In Company Course ContentThe following brief course content description covers the 7 day new entrant course. The re-registrationcourses will re affirm these areas of skill, ability and knowledge. By their very nature, In Company instructornew entrant courses must be conducted on Client Sites.

On successful completion of training, instructors will be able to prepare, plan and present practical andtheoretical instruction to a recognised standard on their site. They will be able to conduct and markobjectively practical tests, and complete the appropriate documentation.

1 Health and Safety at Work: Health & Safety at Work Act 1974, Sections 2, 7 & 8, WorkEquipment Regulations — Regulation 9, Training, Management Health & Safety at WorkRegulations Employees duties’, Specific Legislation and Regulations, Approved Codes of Practice,Enforcement of Health & Safety.

2 Recommendations of Training: Selection of Operators: age, medical condition, previousexperience, Training of operators: Types of courses, Basic Training, Specific Training,Familiarisation Training, Conversion Training, Refresher Courses.

3 Instructional Techniques: The role of the instructor, Learning (Incentives and Methods),Principles of Instruction, Simple job analysis, Preparation of lesson plans, Hints on speaking.

4 Operating Ability: Undertake and pass an operators test, Carry out pre-use checks, & pass atheoretical test.

5 Classroom Lessons: Preparation, Instruction in logical sequence, Introduction/Link, Revision,Aim/Objective, Reason why, Incentive, Stages, Use of aids (white boards, models, overheadprojectors etc), The use of questions and answers, Confirmation, Summary, Look forward.

6 Practical Demonstrations: conducting demonstrations related to practical lift truck operation withconstructive comments.

7 Practical Lessons conducting practical lessons on subjects related to lift truck operations.

8 Basic Skills Test: constructing a test area, conduct & mark a basic skills test to the requiredstandards, Complete relevant paperwork and documentation.

9 Report writing, Certification and Training Records, Report Content, Certificate of basic training,Employers Authorisation, Company training records, Further Training needs.

Assessment on all the above elements is carried out throughout the 7 day course. Failure to achieve anacceptable standard on any of these elements will necessitate further training. Registration cannot be appliedfor until all nine elements have been passed. Registration is for a 5 year period.

On successful completion of the course, the in house instructor will be qualified to train fork lift truckoperators and issue certification, organise and administer operator competence tests, and issue employerspermits to operate ON TRUCKS FOR WHICH HE/SHE HOLDS THE RELEVANT OPERATOR’SCERTIFICATE.


IN COMPANY INSTRUCTOR COURSE PROGRAMMES

7 Day New Entrant

4 Day In House Re Registration

As Previously StatedAll Instructor training courses (National and In House) are designed to train instructors in the delivery of theskill requirements and associated job safety knowledge of basic Lift Truck operation, This is to the nationallyrecognised levels of skill, ability & safety as laid down by accrediting bodies and as in the Approved Code ofPractice (L116) relating to section 2 of the Health & Safety at Work Act 1974, courses will also encompassthe following legislation as appropriate:

The Health & Safety at Work Act 1974.

The Management of Health & Safety at Work Regulations 1999.

The Provision & Use of Work Equipment Regulations 1998.

The Lifting Operations & Lifting Equipment Regulations 1998.

The Workplace (Health, Safety & Welfare) Regulations 1992.

The Construction (Health, Safety & Welfare) Regulations 1996.

The Personal Protective Equipment Regulations 1992.

The Control of Substances Hazardous to Health Regulations 1998. (COSHH).


COURSE DOCUMENTATIONAll Instructor courses offered and undertaken by HSCS include any and all course manuals, training aids,documentation and course registration documents. Differing courses carry differing levels of documentationand materials. Copies of the candidate & course reports, assessment papers and registration documents aresent to our clients as a matter of course. These will carry all the information required by HSE, EHO’sinsurance companies etc.

Instructional Techniques Manual (New Entrant & Direct Entry Courses)Used throughout the courses, and the main resource document, this covers all theinformation and explanations as to completing the course and the achievement of theassessments. It includes sections on - qualities of the instructor, The role of the instructor,learning incentives and methods, principles of instruction, question techniques, lessonplanning and creation, delivering classroom based lessons, delivering practical basedlessons, use of training aids, setting and applying examinations, planning trainingprogrammes and syllabuses, safety of candidates, application of standards, monitoringcourse design etc etc

For Courses held on client sites, either national or in house, this manual can incorporate the client companiesown logos, policies, safe systems of work, risk assessments, example company documentation etc.

L117 Approved Code Of Practice, (New Entrant & Direct Entry Courses)

This code is the measure that HSE use to determine whether or not the legal requirementshave been met. This guidance is not compulsory but inspectors will refer to this documentas illustrating good practice. The ACOP also contains guidance on general aspects oftraining, and linked with the HSG6 forms the basis of operator training requirements, andtherefore the requirements of the instructor.

The ACOP includes sections on legislation, Obligation to provide training, training areasand facilities, training structure and content, testing, records, basic specific andfamiliarisation training, authorisation, monitoring of training courses, accrediting bodies,training records etc etc.

HSG6 Safety In Working With Lift Trucks (New Entrant & Direct Entry Courses)

This guidance is issued by the Health & Safety Executive. Following this guidance isnot compulsory but Inspectors will use this to secure compliance with the law. This istherefore another crucial document for instructors.

The HSG6 includes sections on, types of truck, lift truck operators, training,authorisation, the working area, protecting pedestrians and operators, operation of lifttrucks, trailers and loading platforms, maintenance, accrediting bodies and medicalstandards.

Instructor Assessment Record Sheets, (All Courses)Of the 9 assessments that candidates undertake the first is the demonstration of skills toinstructor standard, the next 3 are theory based and the final 5 are related to theapplication of lessons and report writing. All courses are of continual assessment andthese assessment record sheets detail the 42 criteria to be met and the candidates progressthrough the course for the following assessments.

Prepare & Present A Classroom LessonGive A Practical Demonstration

Prepare & Present A Practical LessonConstruct & Conduct A Practical Skill Test

Write An Accurate But Brief End Of Course Report


Final Course Assessment Record Sheet (All Courses)This document records the final assessments of candidates and is forwarded with the end ofcourse documentation. This record is a major end of course document detailing thecandidates achievement levels and is evidence of the training and achievement.

This document and the candidates practical skills examination paper is proof of thesuccessful candidates ability to perform as an instructor.

CERTIFICATION

Instructor Certificate, (A4) this gives the required details of theInstructor training dates, name and registered number, the trainingprovider (HSCS) / accrediting body their address and contact details.The expiry date will be 5 years from course completion

This certificate would normally be held in the individuals personnel fileor if self employed in accreditation file, so that when visited by HSE orEHO inspectors this can be produced as evidence of appropriate andrecognised training and certification.

Positive ID Card, this is issued in addition to the certificate. Where certification will be heldin an office, or training record files, the ID card is credit card sized and must be worn whilstundertaking any training. The reverse of the card detailsthe machines the instructor can train on, and the frontcarries relevant details of training, ID etc. Validity of theID card is for five years.

Temporary Pass Notification, due to the accreditation process, quality systems and theregistration process of instructors, it can take up to two weeks for certification to beforwarded to clients, HSCS recognise that clients and instructors often need to trainoperators on the plant as soon as they have achieved certification, we have thereforeintroduced the temporary pass notification, this demonstrates achievement and also listscontact numbers for HSE or EHO’s should they visit sites / premises betweenachievement and certification being in place. The temporary pass notification is durationlimited to 14 days from issue.

POST COURSEHSCS Training Services believe in offering a full and complete service, that does not stop once we haveissued certification. We offer full telephone, fax and email support that backs up the training courses and actsas an advisory service for clients with queries regarding any aspect of materials handling.

Trainer / Instructor Course Materials.Trainer courses are fully certificated to national levels. In addition support materials are available for thedelivery of training courses, this material typically includes DVD presentations, course manuals, coursehandouts, course documentation, power points, overheads etc, for national courses these are pre set and adoptthe generic approach necessary for national training. Also for in house, or in company training packs, we canincorporate company logos, associated company systems and policies and include company operationalprocedures.

We thank you for allowing us this opportunity of introducing ourselves to you, and would very much like toprove to you that we can offer a service that not only meets legislative requirements, but also offers agenuine way forward to cost effective training and services that contribute to the overall benefit of yourcompany, its employees and clients.

John Steel - National manager

Documents

Lift Truck Instructor Training & Certification Instructor Brochure HSCS JAn... · Lift Truck Instructor Training & Certification ... HSE/ITSSAR National Training Provider No 3:10005