Investigate the forklift racking strike in aisle B
You are the Safety Coordinator assisting the Safety, Compliance and Training Manager.
What has happened
On Friday 5 September forklift FL-11 struck a racking upright in aisle B while reversing with a raised load. No one was hurt and no stock fell, but the upright deflected and the racking supplier has had to inspect it. The event is recorded as INC-2026-0141 in the incident register with a High risk rating and the status Under investigation. The operator says the aisle was congested with staged pallets and that the reversing camera has been faulty for a week. The pre-start record for FL-11 that morning shows no defects. Two pickers saw the strike. The Safety, Compliance and Training Manager wants a proper investigation, not a blame exercise.
Deliverables
- Written investigation report with sequence of events, contributing factors and root causes
- Interview notes for the operator and witnesses
- Updated incident register entry with corrective actions, owners and due dates
- Completed toolbox talk record ready for delivery
Documents to use
Systems to use
Incident and Hazard Register
The safety register for injuries, near misses, hazards, vehicle incidents, dangerous goods events and Chain of Responsibility events, with investigation and corrective action tracking.
Fleet and Plant Register
Records every truck, trailer, forklift and reach stacker with its pre-start status, service due dates, defects and roadworthiness.
Stock Register
The warehouse management record of every pallet on site: customer, product, batch, bay, quantity and status from receival to despatch.
Units of competency
Current on training.gov.au for the Transport and Logistics Training Package as at 10 September 2026.
TLIF3003Implement and monitor work health and safety proceduresTLIF0025Follow work health and safety proceduresTLIG0002Lead a work teamTLIJ0003Apply quality systemsTLIE3004Prepare workplace documentsQualifications
TLI30325Certificate III in Supply Chain OperationsTLI40324Certificate IV in Supply Chain OperationsWhat to look for
Evidence guide
The investigation must go beyond operator error and identify system factors such as aisle congestion, the unreported camera fault and the pre-start process. Look for evidence that interviews were conducted fairly, that root causes are supported by evidence, and that corrective actions are specific, assigned and dated. The register entry and the toolbox talk should be consistent with the report.