TLID1001 – Plan load relocation Copy

TLID1001 – Plan load relocation Copy


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Element 2: Plan load relocation

2.1 – Relocation of the load is planned, consistent with the code of practice for manual handling and in accordance with the risk assessment

By the end of this chapter, the learner should be able to:

  • Write plans specific to the movement of loads on their business premises, ensuring that such plans are written in accordance with the code of practice for manual handling and that they account for any risks to the self and others
  • Ensure that plans include details of the manual handling methods that are to be used, routes that are to be followed, and any other factors considered relevant to the process.

Planning relocation of the load

It will be important to plan the relocation of the load, considering where the particular item has to be taken and ensuring that the route is free of any obstacles. There should be some consideration of the established risks and resources that will be required for the successful relocation of the load. The workers should be provided with training in the appropriate use of manual handling methods. Any individuals expected to engage in a team lifting process must have a good understanding of the procedures that are to be followed. You should ensure that any equipment to be used for such purposes is thoroughly inspected and well maintained.

Questions specific to the relocation process include:

  • Where is the load expected to be placed?
  • What is the quickest route to the designated place of relocation?
  • Is this also the safest route?
  • How will the load be set in the new location?
  • What will be the impact on the existing load?
  • Have the points of balance and total load weight been checked?
  • Is assistance required for relocation of the load?

You should visit the site which has been designated for the relocated load and find out exactly how the load is to be placed. Reference should be made to relevant documentation to ensure that you have the correct load and have established the appropriate location.

Factors that should be taken into consideration include:

Working under suspended loads


Attaching / detaching and securing loads




Proximity hazards


Lifting people


Pre-use checking

Continuing integrity of the equipment.

The plan should set out all the steps that are to be taken for the successful relocation of the load. It should highlight the responsibilities of all those staff members expected to be involved in the manual handling operation. Supervision may have to be arranged in accordance with the level of risk, considering the competencies and experience of those expected to be involved.

Job redesign is one of the primary methods which can be used for the improvement of safety and will involve:

  • Modifying the load – this may involve breaking the load down into constituent parts for ease of movement
  • Modifying the workplace – this may involve improving the levels of accessibility and ensuring that routes are clear
  • Rearranging the flow of materials – this may involve the minimisation of travelling distances
  • Performing alternative actions associated with minimal risk – this may involve the use of recommended manual handling methods
  • Using mechanical assistance – this may involve the use of equipment such as pallets and hoists for the reduction of physical strain
  • Arranging team lifting – this may involve calling upon the assistance of staff members with suitable manual handling capabilities.

The manual handling legislation specifies that manual handling activities should be avoided where there is a risk of injury, so far as is reasonably practicable. However, if such activities can’t be completely avoided, then the risks should be minimised as far as possible. It is expected that all possible actions will be taken for the avoidance of injury.

Levels of safety may be enhanced in the following ways:

Reducing lifting and lowering forces

Avoiding bending, twisting, and reaching

Reducing pushing, pulling, carrying, and holding.

The planning and movement of loads should be conducted in accordance with the hierarchy of risk controls. You will ideally be able to completely eliminate the risk. However, if this option isn’t feasible then options from further down the hierarchy should be selected and applied.

The hierarchy of controls is highlighted in this table:
Source: “Hazardous manual tasks code of practice” Safe Work Australia:

There may be the option of breaking the load up into small items so that it is safe and easily manageable. The addition of handles or modification of the container may also be considered for enhanced safety. Training may be deemed necessary in order to improve staff capabilities and minimise the risk of injuries associated with the movement of loads.

Where redesign is not workable, or as a short term/temporary measure, the employer shall:

  • Provide mechanical aids and/or personal protective equipment, and/or arrange for team lifting in order to reduce the risk; and/or
  • Ensure that employees receive the appropriate training in methods of manual handling appropriate for that manual handling task and/or in the correct use of the mechanical aids and/or personal protective equipment and/or team lifting procedures.”

The employer should take the following measures if manual handling has been assessed as a risk in accordance with the National Standard on manual handling:

  • Redesign the manual handling task to eliminate or control the risk factors
  • Ensure that employees involved in manual handling receive appropriate training, including training in safe manual handling techniques.

Where redesign is not workable, or as a short term/temporary measure, the employer shall:

  • Provide mechanical aids and/or personal protective equipment, and/or arrange for team lifting in order to reduce the risk; and/or
  • Ensure that employees receive the appropriate training in methods of manual handling appropriate for that manual handling task and/or in the correct use of the mechanical aids and/or personal protective equipment and/or team lifting procedures.

Source: “Manual handling national standard” Safe Work Australia:

Reviews must be undertaken for the purpose of ensuring that all of the adopted methods are proving effective in terms of risk minimisation. It will be necessary to ensure that any work equipment is well maintained and that comprehensive supervision is provided.

The following factors may be taken into account with regards to the minimisation of risk:

  • Task
    • improving task layout
    • using the body more efficiently
    • improving work routine
    • provision of training in handling while seated
    • provision of training in team handling
    • provision of personal protective equipment
    • maintenance and accessibility of equipment
  • Individual capability
    • awareness of personal capacity
    • provision of knowledge and training
    • staff selection appropriate for the task
    • physical strength and ability
    • any medical conditions
  • Load
    • make it lighter (not usually possible with clients*)
    • easier to manage
    • easier to grasp
    • more stable
    • less damaging to hold
  • Equipment
    • to reduce physical effort and risk of injury
    • to reduce the load T Task I Individual Capability L Load E Environment E Equipment
    • to provide an improved and safer system of work
  • Environment
    • remove space constraints
    • consider the condition and nature of the floor
    • reduce work at different levels
    • control thermal environment
    • maximise lighting conditions.

2.2 – Process for relocating load is proposed including predicting and planning for potential difficulties

By the end of this chapter, the learner should be able to:

  • Consider relevant factors in relation to manual handling tasks
  • Use suitable methods for the purpose of minimising the risks associated with manual handling tasks
  • Write and implement contingency plans in consideration of the risks associated with the relocation of a particular type of load within the workplace.

Proposing the relocation process

The harmful consequences associated with manual handling activities fall under the categories of short-term and superficial, long-term, and mental health. Examples of short term and superficial injuries include cuts, bruises, sprains, tears, and small fractures. Such injuries might occur as a result of sudden and small unexpected accidents such as the dropping of a load, or falling over while carrying a load. Examples of long term injuries include damage of the bones, muscles, ligaments, nerves, and blood vessels. Such injuries are likely to become increasingly apparent over time and may result in the development of mental health issues such as anxiety and depression as the individual struggles to cope.

There are numerous methods that might be planned for the avoidance of injuries. The most effective of these methods will involve the elimination of the associated hazards. As an example, you might avoid manual handling tasks altogether. If this isn’t possible, then there should be an assessment of the associated risks. Such risks may be minimised through reduction of the load size, lifting distance, and use of team manual handling.

There should be some consideration of the following factors in relation to the manual handling task:

The need for holding the load away from the body

Large vertical movement

Length of distance to be covered

Level of effort required


Possibility of rest breaks.

You may use the following methods in order to establish the risks associated with manual handling tasks:

  • Conducting workplace observations
  • Consulting the employees
  • Reviewing workplace documentation (including accident and injury reports)
  • Assessing new tasks after the implementation of modifications.

Risks may be minimised through adoption of the following methods:

  • Use a lifting aid
  • Improve the workplace layout
  • Reduce the amount of twisting etc.
  • Avoid lifting from the floor
  • Reduce carrying distance
  • Avoid repetition
  • Vary the work
  • Push rather than pull
  • Provide rest periods.

Labels may be attached to loads, specifying the following types of information:

  • Appropriate procedures for movement of the load
  • The type of care that needs to be taken
  • The location that the load is to be delivered to.

Organisational procedures for manual task preparations

Your procedures may provide a detailed step-by-step approach to task requirements, or they may just list the aspects you need to check and follow. However they are provided, they must be able to guide you correctly in all aspects of the task, including your preparations. Over time, you will become familiar and more knowledgeable in conducting manual tasks, and procedures can be used as a checklist or point of reference.

For example, procedures for preparing to move and store delivery of stock may include:

  • Check and clear the work area and pathway of all obstacles and hazards
  • Check that the storage area is clean, tidy and allows space for the new stock to be placed
  • Assess items for lifting and moving to determine if lifting equipment or assistance is required
  • Obtain the correct size and type of trolley or cart to move the items
  • Obtain any other equipment that may be required (e.g., a lifting hoist or frame)
  • Identify the correct manual handling technique and/or method (e.g., lifting by hand or using a lifting aid).

Workplace procedures must be compliant with WHS/OHS as it applies in your state or territory. This will include using safe working practices, safe systems of work, and having the correct instruction and training to carry out tasks. No worker should be expected to carry out tasks without being provided with this (or if the task requires this, supervision).

Assistance should be accessible and available for manual tasks that require this and all employees must be provided with a safe environment and premises in which to conduct their tasks.

Task organisation

When preparing to conduct manual tasks, you will need to organise the task requirements. This will mean identifying and planning what needs to be done and how.

You will need to determine each part of the task, what this involves and how long this will take. Timelines may need to be followed so it is important to make an estimate of how long the particular task may take and whether you will require additional help to complete this.

Task organisation will help you to:

Identify the hazards associated with the task

Source the necessary safety precautions

Source the correct equipment and resources

Prepare to conduct the task safely.


Workflow requirements are about identifying how your manual tasks may affect or relate to the completion of other tasks and work processes. This may be of significance to your own work area, or it may cross over to other work departments or teams. Your task may be part of something greater, which makes up a whole operation.

What you do may affect your organisation’s business activities. Therefore, you must carry out your tasks in order, and as planned, to ensure your organisation works efficiently. For example, if you need to assist a patient into a wheelchair and then take them to a treatment room, this task will need to factor in when the patient needs to arrive for their treatment with the medical specialist or doctor. It may also include taking the patient back to their ward after treatment has taken place.

Organising tasks and workflow

Organising requires a logical approach so that tasks can be prioritised into a working schedule. Following a schedule ensures that tasks completed in order of importance and within designated timelines. This prevents you from forgetting tasks and can help you to manage your time more effectively. It also highlights any areas that may be a cause of concern, so you can seek assistance or specific resources ahead of time.

It is also important to include workflow planning in task organisation; what may be a priority task for you, may, in fact, be a lower priority in regards to the workflows in other departments. A task that is just one part of a work process may have other dependencies that you will need to be aware of.

You may need to meet the deadlines of other departments and colleagues so that other operations can take place as planned.

Organising will include the following skills:


Logical thinking



Contingency planning

It is expected that you will engage in the process of contingency planning in case there are any difficulties encountered in the relocation of goods. The contingency plans may indicate the steps that should be taken in response to particularly serious incidents as well as commonplace problems that occur in the workplace. The first step that should be taken in the development of such plans will be to refer to the results of your risk assessments. The risks should be prioritised in terms of their likelihood and potential severity. Such risks should be addressed accordingly in the development of your contingency plans.

There should be some consideration of the events which will prompt the initial implementation of your contingency plans. As an example, you might identify the need to initiate a contingency plan in response to a worker injury or the blockage of a route for the relocation of business goods. The plan should outline the steps which you are expected to take in response to such events.

You should continue the writing of your contingency plan with the inclusion of details of those personnel who should be contacted in particular business scenarios. You may identify the need to communicate with workplace supervisors and regulatory authorities.

Responsibilities for the implementation of the contingency plan should be clearly designated. There should also be a timeline specific to the actions that should be taken over certain amounts of time after the events have occurred. There should be an indication of the expected schedule for the restoration of normal business operations.

The contingency plan should be written in plain and simple terms. It should be distributed to all relevant members of staff and other parties for approval. All those with designated responsibilities for implementation of the contingency plan should be fully committed and accepting.

Emergency planning

It is expected that you will also have plans in place for any emergencies which arise in the course of manual handling operations. Such plans may relate to serious injuries and the need for urgent medical assistance within the context of the workplace. They should be written up in accordance with the respective levels of risk associated with manual handling activities.

The following details may be included in emergency plans:

  • Processes for contacting key personnel and next of kin
  • Appropriate means of summoning support in emergency events
  • Appropriate use of emergency equipment (such as first aid kits).

2.3 – Proposed process is checked for compliance with code of practice and workplace procedures

By the end of this chapter, the learner should be able to:

  • Ensure that responsibilities are fulfilled with regards to the management of risk associated with manual handling activities
  • Ask relevant questions about the risks associated with manual handling activities
  • Adopt appropriate methods for the effective control of risks associated with manual handling tasks
  • Identify procedures which employees may be expected to follow when engaging in manual handling activities.

Checking the proposed process

Code of practice

Reference should be made to a code of practice with regards to the manual handling activities conducted by personnel within your organisation. Such a code of practice should outline the measures which employees are expected to take for the assurance of compliance with duties and items of regulation under Australian law. The code of practice on manual handling tasks produced by Safe Work Australia is one such example. This details various expectations in relation to the management of manual handling tasks including the assignment of health and safety duties, management of risks, identification of hazardous manual tasks, and the review of implemented risk control measures. You can access this code of practice at

Workplace procedures

Meetings should be held with appropriate authorities within your organisation for the purpose of establishing the feasibility of procedures in relation to the management of the established manual handling risks. It will be important for such procedures to be in an appropriate format and to be easily accessible for the staff members. There should be ready access to the communication platforms which are used. Appropriate methods should be adopted for the purpose of checking the staff member’s understanding of such procedures.

Procedures may include:

  • Assignment instructions and customer requirements
  • Equipment manufacturer’s requirements
  • Instructions from colleagues, supervisors, and managers
  • Personal protective equipment (PPE) requirements
  • Reporting and documentation requirements.

There should be a review of the staff member’s engagement in manual handling tasks to ensure that they are acting in accordance with the relevant procedures. It will also be necessary to ensure that the staff members are adequately supervised and provided with instruction and guidance necessary for the safe and efficient performance of tasks. Reports should be produced, including recommendations for the rectification of any compliance breaches.

If the staff members don’t act in accordance with the workplace procedures when carrying out manual handling activities, then there may be a need for improved communication. It may also be the case that the procedures are either outdated or incomplete. Such issues may be addressed through the modification and updating of the procedures. It would be advisable to have them reviewed by a group of employees and deemed suitable for implementation.

The following measures should be taken for the purpose of ensuring the understanding of procedures:

  • Write procedures in simple and easily understandable terms; avoiding any jargon
  • Break the procedures down into stages with clear section titles.