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Carry out general service checks on non-electric forklifts and forklift attachments

Level / 3
Credits / 4

PurposeThis unit standard is for people in the materials handling equipment repair industry. People credited with this unit standard are able to carry out general service checks on non-electric forklifts and forklift attachments.

Subfield / Motor Industry
Domain / Automotive Preventive Maintenance
Status / Registered
Status date / 20 March 2008
Date version published / 20 March 2008
Planned review date / 31 December 2012
Entry information / Prerequisite: Driver’s licence with F endorsement.
Recommended: Unit 15471, Demonstrate knowledge of materials handlingmachine types, their applications, operation, and safety precautions, or demonstrate equivalent knowledge and skills.
Accreditation / Evaluation of documentation and visit by NZQA and industry.
Standard setting body (SSB) / NZ Motor Industry Training Organisation (Incorporated)
Accreditation and Moderation Action Plan (AMAP) reference / 0014

This AMAP can be accessed at

Special notes

1Legislation and publications relevant to this unit standard include but are not limited to – Health and Safety in Employment Act 1992; New Zealand Standards NZS/ANSI/ITSDF B56.1:2005Safety standard for low lift and high lift trucks; NZS/AS 2359 series Powered industrial trucks; Vehicle Inspection Requirements Manual (VIRM) – Inspection and certification of forklifts.

2New Zealand Standards are available from Standards New Zealand, Private Bag 2439, Wellington; phone 04 498 5990; or website

The VIRM is published by Land Transport New Zealand and is available online at

3Definitions

Company requirements refer to instructions to staff on policy and procedures which are documented in memo or manual format and are available in the workplace. These requirements include but are not limited to – company specifications and procedures, work instructions, manufacturer specifications, product quality specifications, and legislative requirements.

Service information may include but is not limited to – technical information of a vehicle, machine, or product detailing operation; installation and servicing procedures; manufacturer instructions and specifications; technical terms and descriptions; and detailed illustrations. This can be accessed in hard copy or electronic format and is normally sourced from the manufacturer.

Suitable tools and equipment means industry approved tools and equipment that are recognised within the industry as being the most suited to complete the task in a professional and competent manner with due regard to safe working practices.

4Range

This unit standard includes a minimum of – two non-electric forklifts. These may be diesel, petrol,liquefied petroleum gas (LPG), or compressed natural gas (CNG) powered forklifts.

5For this unit standard, it is essential that the practical assessment evidence is obtained in the workplace under normal workplace conditions.

Elements and performance criteria

Element 1

Carry out general service checks on non-electric forklifts and forklift attachments.

Performance criteria

1.1The level and extent of service required is determined from manufacturer service schedules.

1.2Safe working practices are observed throughout the task in accordance with legislative requirements.

Rangepersonal safety, safety of others, forklift safety, workshop safety, environmental safety, tools and equipment safety.

1.3Suitable tools and equipment are selected and used to enable the forklift to be serviced in accordance with service information.

1.4A visual inspection is carried out on the forklift, and any faults found are recorded and reported in accordance with company requirements.

1.5The forklift is tested for operation, and any faults found are recorded and reported in accordance with company requirements.

1.6All oil and filter changes, and lubricating requirements are completed in accordance with service information, using lubricants and parts that meet manufacturer specifications.

1.7The cooling system is checked for serviceability, adjustments are carried out in accordance with service information, and any defects identified from the checks are recorded in accordance with company requirements.

Rangemay include but is not limited to – coolant level, inhibitor strength, radiator, hoses, pipes and joints, expansion tank, fan, drive belts.

1.8The fuel system is checked for serviceability, adjustments are carried out in accordance with service information, and any defects identified from the checks are recorded in accordance with company requirements.

Rangemay include but is not limited to – fuel filter, fuel injection system, connections, pipes, air cleaner, fuel tank, anchoring points, pressure, governor, leaks.

1.9The batteries and cables are checked for serviceability and charged or replaced in accordance with service information.

Rangemay include but is not limited to – leaks; corrosion; state of charge; high rate discharge test; general condition of cables, terminals and hold-down brackets.

1.10Mast and adjacent components are checked for serviceability, adjustments are carried out in accordance with service information, and any defects identified from the checks are recorded in accordance with company requirements.

Rangemay include but is not limited to – wear, deformation, cracking, corrosion;

lift chain, lift cylinder, back rest, tilt cylinder, forks, fork carriage, shim adjustment, cylinder rod, rollers, anchoring points, pump, valve bank.

1.11Servicing procedures for forklift attachments are identified in accordance with attachment and forklift service information.

Rangemay include but is not limited to – wear, deformation, cracking, corrosion;

bearings, pivots, chain drives, backrest, cylinders, forks, fork carriage, shim adjustment, cylinder rod, rollers, anchoring points, wheels, wire or cable guidance system.

1.12Attachment is checked for serviceability, servicing is carried out in accordance with service information and legislative requirements, and any defects identified from the checks are recorded in accordance with company requirements.

Rangemay include but are not limited to – wear, deformation, cracking, corrosion, hydraulics, wire or cable guidance system.

1.13Steering system is checked for serviceability, adjustments are carried out in accordance with service information, and any defects identified from the checks are recorded in accordance with company requirements.

Rangemay include but is not limited to – steering axle, drive axle;

steering wheel, wheel bearings, gearbox, orbitral steering, linkages, knuckles and joints, axles, turning radius, pipes, leakage, king pins.

1.14Brake system is checked for serviceability, adjustments are carried out in accordance with service information, and any defects identified from the checks are recorded in accordance with company requirements.

Rangemay include but is not limited to – fluid levels and pressure, air pressure, pedal height and play, stop lamp, brake booster, wheel brake, brake drum, brake force;

foot and service brake.

1.15Hydraulic system is checked for serviceability, adjustments are carried out in accordance with service information, and any defects identified from the checks are recorded in accordance with company requirements.

1.16Tyres and wheels are inspected for serviceability, and any defects identified are reported to the supervisor or customer in accordance with company requirements.

Rangemay include but is not limited to – tyre condition, tyre size and construction matching rim or wheel rating and size, inflation pressures, retaining nuts and bolts condition and torque settings, rim (fatigue cracks, worn, damaged and rusted components), lock ring beading and groove condition, hub condition.

1.17Electrical equipment is checked for serviceability and operates in accordance with manufacturer specifications.

Rangemay include but is not limited to – batteries, switches, fuses, horn, lamps, charger, wiring.

1.18The engine is started and run until its normal operating temperature is reached and the ignition timing is checked and adjusted in accordance with service information.

1.19The engine and drive line are checked for serviceability, adjustments are carried out in accordance with service information, and any defects identified from the checks are recorded in accordance with company requirements.

Rangemay include but is not limited to – fuel leaks, coolant leaks, coolant temperature, air leaks and pressure, hydraulic leaks and pressure, belts and belt tensions, universal and constant velocity (CV) joints, noise level.

1.20All preventive maintenance programme items are implemented and completed, the forklift is cleaned down, and appropriate labels affixed in accordance with the forklift’s service record book and company requirements.

1.21Forklift is operated in all functions to confirm all service checks have been completed.

1.22The service report is completed and forwarded to the supervisor or customer in accordance with company requirements.

Please note

Providers must be accredited by NZQA, or an inter-institutional body with delegated authority for quality assurance, before they can report credits from assessment against unit standards or deliver courses of study leading to that assessment.

Industry Training Organisations must be accredited by NZQA before they can register credits from assessment against unit standards.

Accredited providers and Industry Training Organisations assessing against unit standards must engage with the moderation system that applies to those standards.

Accreditation requirements and an outline of the moderation system that applies to this standard are outlined in the Accreditation and Moderation Action Plan (AMAP). The AMAP also includes useful information about special requirements for organisations wishing to develop education and training programmes, such as minimum qualifications for tutors and assessors, and special resource requirements.

Comments on this unit standard

Please contact the NZ Motor Industry Training Organisation (Incorporated) if you wish to suggest changes to the content of this unit standard.

 New Zealand Qualifications Authority 2018