Match the booking to the equipment
Record the machine make/model, rated capacity, lift height and any attachments. Explain whether the work involves pallet travel, stacking, order picking, long loads or other duties. For specialist equipment, photographs and a clear specification can help establish the course requirements.
Make suitable equipment available
The agreed truck or machine must be available for training, with relevant operating information and records. Arrange representative loads or pallets and suitable storage positions. Tell us beforehand if equipment will be shared with production or unavailable for part of the day.
Prepare the practice and theory areas
- A practical area separated from routine work and pedestrians
- Suitable surfaces, clear routes and enough space for the agreed tasks
- A quiet indoor area for theory and assessment
- Site access, welfare arrangements and a named contact
Include emergency arrangements for elevated work
Where training involves elevated operators or work platforms, discuss the equipment and emergency arrangements before the course. Category training does not remove the need for familiarisation with the actual machine.
Plan what happens after the course
Confirm the assessment and certification arrangements, retain training records and arrange any supervised workplace familiarisation required. Before authorising normal work, the employer should establish that the operator is ready for the particular equipment and tasks.