Legislative & Regulative

  • State basic requirements of legislation, regulations, codes of practice, guidance and good practice documentation that relate to all types of lifting duties
  • Explain the duties and responsibilities of those involved in a lifting operation including: an appointed person, a lifting operations supervisor, a lift co-ordinator, a machine operator, a slinger, a signaller, a lifting equipment installer/erector and maintenance personnel
  • Identify the requirements for basic, standard and complex lifts
  • Describe the lighting requirements for in and out of service conditions for lifting equipment
  • State requirements to be followed when planning the lifting of persons

Lifting Equipment

  • Identify different types of lifting equipment, and explain capabilities and limitations of each for given lifting operations
  • Outline pre-use checks requirements for lifting equipment and accessories
  • Explain maintenance inspection, thorough examination and testing requirements for lifting equipment and accessories
  • Describe setting up, erection, levelling and dismantling requirements for different types of lifting equipment and lifting operations
  • Calculate lifting equipment point loadings/outrigger loadings, spreader mat types and sizes from given information
  • Identify ground pressure and support loadings from given information
  • Explain the function and use of, and use information provided by, RCIs and safety devices applicable to a range of lifting equipment
  • Select the correct lifting equipment for specified lifts
  • Extract information from manufacturer’s technical specifications, duties charts, range diagrams and other information sources
  • Specify lifting equipment configurations for specific types of lifting operations
  • Identify attachments and ancillaries to lifting equipment
  • Describe out of service procedures for lifting equipment including locations, configurations, and markings

Lifting Accessories

  • List different types of lifting accessories and explain typical applications
  • Identify and explain relevant information relating to different types of lifting accessories e.g. markings, certificates and thorough examination reports
  • Calculate sling capacities, lengths and angles
  • Explain slinging techniques for given loads including balanced, unbalanced and loose
  • Specify appropriate lifting accessories for given types of loads
  • Identify weights and centres of gravity for different types of loads


  • Describe and specify different types of communication methods for lifting purposes
  • Explain factors that determine types of communication methods, the limitations of each and the effects of poor communication
  • State the need to complete a reflective report following a typical lifting operation


  • Identify potential proximity and underground hazards from given plans and drawings
  • Identify and plan an area, with exclusion zones for different, given lifting operations incorporating safe access/egress routes for before, during and after the lift
  • State requirements that allow safe site access and egress for typical lifting equipment
  • Specify the security requirements for specific lifting operations
  • Construct a safe system of work by producing risk assessments, method statements and lift plans, including drawings, using given information
  • Explain additional requirements for pick and carry duties
  • Communicate lift plan information to others involved in a lifting operation i.e. lifting supervisor, machine operator, slinger etc.
  • Specify positioning of lifting equipment, loads in relation to fixed objects and other limiting factors
  • Explain the definition, requirements and factors for temporary works management and the effects on typical lifting operations
  • Identify how the effects of fatigue on the lifting team can affect a lifting operation and how it should be managed
  • Evaluate and explain how the weather, other environmental factors, and the surrounding area external to the lift zone – can affect the planned lifting operation
  • Explain how wind loadings and sail-affect areas are calculated
  • Describe notification, liaising and reporting procedures to statutory, authority, and utility bodies when affected by the lifting operation, i.e. works, railways, highways, airfields, etc.
  • Explain the requirements to be followed when lifting loads from height
  • Carry out shut down and securing procedures
  • Explain loading and unloading procedures for machine transporting