PHW
PHW · Forklifts

Rough terrain forklift

Warehouses, distribution yards, builders' merchants, construction sites, farms and plant hire depots: any site moving palletised or unit loads by fork.

Scope

All sizes

What is assessed

Theory and practical assessment, carried out on the employer's own machine, on their site.

  1. Health, Safety and Security at Work
  2. Prepare the Rough Terrain Forklift for Driving or Manoeuvring
  3. Operate, Move or Manoeuvre the Rough Terrain Forklift
  4. Select, Transfer and Position Loads Using a Rough Terrain Forklift
  5. Load the Container, Vehicle, Vessel or Platform Using a Rough Terrain Forklift
  6. Unload the Container, Vehicle, Vessel or Platform Using a Rough Terrain Forklift
  7. Undertake Post-operational Checks on the Rough Terrain Forklift
  8. Obtain Information on the Collection and/or Delivery of Loads
  9. Keep Work Areas Clean
  10. Moving and/or Handling Goods
  11. Sort Goods and Materials for Recycling or Disposal
  12. Loading/Offloading the Rough Terrain Forklift onto Road Freight Vehicles

What the operator and the employer receive

  1. Award certificate
  2. Unit credit certificate, covering the units listed above
  3. Theory test record
  4. Practical assessment record
  5. Site evidence statement for site management
  6. Live verification page
  7. QR code on the certificate, resolving straight to that page

See the sample operator pack →

The legal position

No UK government body issues a licence to operate a rough terrain forklift, and no statute requires one.

The duty to train and assess competence sits with the employer, under the Health and Safety at Work etc. Act 1974 section 2(2)(c) and PUWER 1998 regulation 9.

The Approved Code of Practice L117, rider-operated lift trucks, applies and sets out a three-stage training model: basic training, job-specific training, and familiarisation with the particular machine and site.

Where the machine is used for lifting, LOLER 1998 applies, requiring thorough examination at intervals not exceeding 12 months, or 6 months where the equipment lifts people.

Employer duty

The employer still authorises each operator in writing under PUWER 1998 regulation 9; the certificate, records and site evidence statement are the evidence the employer relies on for that decision, not a substitute for it.

Read the full legal position →