Rough-terrain trucks -- Operator training -- Content and methods

This document provides information to prepare training materials and to administer training for operators of rough-terrain trucks (herein referred to as trucks). It is applicable to trucks, as defined in ISO 10896-1, ISO 10896-2 and ISO 20297-1. It is applicable to the handling of suspended loads covered in ISO 10896-4 and the use of non-integrated personnel work platforms covered in ISO 18479-1. This document does not cover authorization or training requirements related to a specific worksite (for example, site rules, emergency procedures, safety systems of work). NOTE National or local requirements can apply.

Chariots tout-terrain -- Formation de l'opérateur -- Contenu et méthodes

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Status
Published
Publication Date
26-May-2020
Current Stage
6060 - International Standard published
Start Date
27-May-2020
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INTERNATIONAL ISO
STANDARD 23676
First edition
2020-05
Rough-terrain trucks — Operator
training — Content and methods
Chariots tout-terrain — Formation de l'opérateur — Contenu et
méthodes
Reference number
ISO 23676:2020(E)
ISO 2020
---------------------- Page: 1 ----------------------
ISO 23676:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020

All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may

be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting

on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address

below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2020 – All rights reserved
---------------------- Page: 2 ----------------------
ISO 23676:2020(E)
Contents Page

Foreword ........................................................................................................................................................................................................................................iv

1 Scope ................................................................................................................................................................................................................................. 1

2 Normative references ...................................................................................................................................................................................... 1

3 Terms and definitions ..................................................................................................................................................................................... 1

4 Safe use of the truck .......................................................................................................................................................................................... 2

5 Requirements for training and familiarization of operators ................................................................................. 2

5.1 General ........................................................................................................................................................................................................... 2

5.2 Selection of trainer .............................................................................................................................................................................. 3

5.3 Practical (hands-on) training environment ................................................................................................................... 3

6 Contents of training ........................................................................................................................................................................................... 3

6.1 General training requirements .................................................................................................................................................. 3

6.2 Additional training requirements specific to slewing trucks ......................................................................... 6

6.3 Additional training requirements specific to lorry-mounted trucks ........................................................ 6

6.4 Additional training requirements specific to handling freely suspended loads ............................. 7

6.5 Additional training requirements specific to using a non-integrated personnel

work platform (PWP) ........................................................................................................................................................................ 7

6.6 Additional training requirements specific to using a remote control ..................................................... 8

6.7 Familiarization ........................................................................................................................................................................................ 8

7 Administration of training ......................................................................................................................................................................... 9

7.1 Examination............................................................................................................................................................................................... 9

7.2 Retraining .................................................................................................................................................................................................... 9

7.3 Re-examination ....................................................................................................................................................................................... 9

7.4 Record retention .................................................................................................................................................................................10

7.5 Verification of training...................................................................................................................................................................10

© ISO 2020 – All rights reserved iii
---------------------- Page: 3 ----------------------
ISO 23676:2020(E)
Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards

bodies (ISO member bodies). The work of preparing International Standards is normally carried out

through ISO technical committees. Each member body interested in a subject for which a technical

committee has been established has the right to be represented on that committee. International

organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.

ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of

electrotechnical standardization.

The procedures used to develop this document and those intended for its further maintenance are

described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the

different types of ISO documents should be noted. This document was drafted in accordance with the

editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of

any patent rights identified during the development of the document will be in the Introduction and/or

on the ISO list of patent declarations received (see www .iso .org/ patents).

Any trade name used in this document is information given for the convenience of users and does not

constitute an endorsement.

For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and

expressions related to conformity assessment, as well as information about ISO's adherence to the

World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see www .iso .org/

iso/ foreword .html.

This document was prepared by Technical Committee ISO/TC 110, Industrial trucks, Subcommittee

SC 4, Rough-terrain trucks.

Any feedback or questions on this document should be directed to the user’s national standards body. A

complete listing of these bodies can be found at www .iso .org/ members .html.
iv © ISO 2020 – All rights reserved
---------------------- Page: 4 ----------------------
INTERNATIONAL STANDARD ISO 23676:2020(E)
Rough-terrain trucks — Operator training — Content
and methods
1 Scope

This document provides information to prepare training materials and to administer training for

operators of rough-terrain trucks (herein referred to as trucks).

It is applicable to trucks, as defined in ISO 10896-1, ISO 10896-2 and ISO 20297-1.

It is applicable to the handling of suspended loads covered in ISO 10896-4 and the use of non-integrated

personnel work platforms covered in ISO 18479-1.

This document does not cover authorization or training requirements related to a specific worksite (for

example, site rules, emergency procedures, safety systems of work).
NOTE National or local requirements can apply.
2 Normative references

The following documents are referred to in the text in such a way that some or all of their content

constitutes requirements of this document. For dated references, only the edition cited applies. For

undated references, the latest edition of the referenced document (including any amendments) applies.

ISO 10896-1, Rough-terrain trucks — Safety requirements and verification — Part 1: Variable-reach trucks

ISO 10896-2, Rough-terrain trucks — Safety requirements and verification — Part 2: Slewing trucks

ISO 10896-4, Rough-terrain trucks — Safety requirements and verification — Part 4: Additional

requirements for variable-reach trucks handling freely suspended loads

ISO 11525-1, Rough-terrain trucks — Safe use requirements — Part 1: Variable-reach trucks

ISO 11525-2, Rough-terrain trucks — Safe use requirements — Part 2: Slewing trucks

ISO 11525-4, Rough-terrain trucks — User requirements — Part 4: Additional requirements for variable-

reach trucks handling freely suspended loads

ISO 18479-1, Rough-terrain trucks — Non-integrated personnel work platforms — Part 1: Design, safety

requirements and verification

ISO 20297-1, Industrial trucks — Lorry-mounted trucks — Part 1: Safety requirements and verification

3 Terms and definitions

For the purposes of this document, the terms and definitions given in ISO 10896-1, ISO 10896-2

ISO 10896-4, ISO 18479-1 and ISO 20297-1 and the following apply.

ISO and IEC maintain terminological databases for use in standardization at the following addresses:

— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
© ISO 2020 – All rights reserved 1
---------------------- Page: 5 ----------------------
ISO 23676:2020(E)
3.1
trainer
competent person (3.8) who conducts the training of the operator (3.4)
3.2
trainee
person who is being trained to become an operator (3.4)
3.3
user

person or entity responsible for assigning an operator (3.4) to operate a truck and specifying the tasks

to be performed
[SOURCE: ISO 11525-1:2020, 3.2]
3.4
operator
person who controls the operation of the truck
[SOURCE: ISO 11525-1:2020, 3.3]
3.5
examiner
competent person (3.8) who tests the competency of the trainee (3.2)

Note 1 to entry: The trainer (3.1) and the examiner (3.5) can be the same person.

3.6
familiarization

necessary information provided to the operator (3.4) for the specific truck to be used, as equipped,

regarding the features, functions, devices, limitations, and operating characteristics as defined by the

manufacturer in the operator's manual including the location of the manufacturer’s operator’s manual

3.7
examination
re-examination

testing of the operator’s (3.4) proficiency in, and retention of, the subject matter covered in both the

theory and operational portions of the training or retraining of the operator (3.4)

3.8
competent person

person who has acquired, through training, qualification, experience or a combination of these, the

knowledge and skill enabling that person to correctly perform the required tasks
[SOURCE: ISO 11525-1:2020, 3.4]
4 Safe use of the truck

The requirements on safe use of trucks in ISO 11525-1, ISO 11525-2, ISO 11525-4, as applicable, shall apply.

5 Requirements for training and familiarization of operators
5.1 General

5.1.1 A trainee shall operate the truck only as part of the operator training programme. This training

shall be conducted under the direct supervision of a trainer who meets the requirements of 5.2.

2 © ISO 2020 – All rights reserved
---------------------- Page: 6 ----------------------
ISO 23676:2020(E)

5.1.2 Training shall be given on all types of trucks and attachments that the operator is required to

operate.

NOTE Operators with some experience in operating trucks or relevant experience in operating similar

equipment can need less extensive training than operators with no experience.

5.1.3 The operator training programme shall include the contents of training (see Clause 6) and shall

be based on user policies, industry standards policies, operating conditions and the manufacturer’s

instructions.

NOTE Information on operator training is available from sources including users, truck manufacturers,

government agencies dealing with employee safety, trade organizations of truck users, public and private

organizations and safety consultants.
5.2 Selection of trainer

5.2.1 The competency of the trainer shall include instructional techniques and skills’ assessment

relevant to trucks.

5.2.2 The trainer shall only give instruction on types of trucks and attachments for which they are

competent. The trainer shall have experience to enable them to put their instruction in context and

knowledge of the working environment in which the trainee is expected to operate.

5.3 Practical (hands-on) training environment

5.3.1 Training shall be given at a venue with an appropriate surface and obstacles representative of the

anticipated conditions in which the truck will be used.

5.3.2 Training shall be given with loads (for example, loaded and unloaded pallets, bags, sacks, bales,

drums, bulk materials) representative of anticipated loads the operator will be handling.

5.3.3 There shall be appropriate facilities for simulating loading and unloading at various heights.

5.3.4 The practical (hands-on) training environment shall be free from other moving equipment and

personnel traffic. Warnings such as flags, roped off areas, barricades, or flashing lights shall be used when

appropriate.

5.3.5 The trainer shall verify that a risk assessment has been made for each location where a practical

test is to be given.

5.3.6 While training is in progress, access to this area shall be restricted to the trainer and trainees.

Trainers and trainees, together with the truck and loads, shall be segregated from normal commercial

operations while training is in progress.

5.3.7 Trucks used for training shall be properly maintained per the manufacturer’s specifications and

suitable for the particular application/environment in which they will be used.
6 Contents of training
6.1 General training requirements

6.1.1 The training shall emphasize safe and proper operation that avoids injury to the operator and

others and prevents property damage.
© ISO 2020 – All rights reserved 3
---------------------- Page: 7 ----------------------
ISO 23676:2020(E)
6.1.2 The operator shall be trained in the following:
a) information about the truck(s):

1) characteristics of this type of truck, including possible variations between these trucks and

other equipment (for example mobile elevating work platforms, cranes) in the workplace;

2) selection of an appropriate truck;

3) significance of information plates, load charts, warnings and instructions affixed to the truc

...

FINAL
INTERNATIONAL ISO/FDIS
DRAFT
STANDARD 23676
ISO/TC 110/SC 4
Rough-terrain trucks — Operator
Secretariat: AFNOR
training — Content and methods
Voting begins on:
2020­02­25
Chariots tout-terrain — Formation de l'opérateur — Contenu et
méthodes
Voting terminates on:
2020­04­21
RECIPIENTS OF THIS DRAFT ARE INVITED TO
SUBMIT, WITH THEIR COMMENTS, NOTIFICATION
OF ANY RELEVANT PATENT RIGHTS OF WHICH
THEY ARE AWARE AND TO PROVIDE SUPPOR TING
DOCUMENTATION.
IN ADDITION TO THEIR EVALUATION AS
Reference number
BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO­
ISO/FDIS 23676:2020(E)
LOGICAL, COMMERCIAL AND USER PURPOSES,
DRAFT INTERNATIONAL STANDARDS MAY ON
OCCASION HAVE TO BE CONSIDERED IN THE
LIGHT OF THEIR POTENTIAL TO BECOME STAN­
DARDS TO WHICH REFERENCE MAY BE MADE IN
NATIONAL REGULATIONS. ISO 2020
---------------------- Page: 1 ----------------------
ISO/FDIS 23676:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020

All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may

be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting

on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address

below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH­1214 Vernier, Geneva
Phone: +41 22 749 01 11
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2020 – All rights reserved
---------------------- Page: 2 ----------------------
ISO/FDIS 23676:2020(E)
Contents Page

Foreword ........................................................................................................................................................................................................................................iv

1 Scope ................................................................................................................................................................................................................................. 1

2 Normative references ...................................................................................................................................................................................... 1

3 Terms and definitions ..................................................................................................................................................................................... 1

4 Safe use of the truck .......................................................................................................................................................................................... 2

5 Requirements for training and familiarization of operators ................................................................................. 2

5.1 General ........................................................................................................................................................................................................... 2

5.2 Selection of trainer .............................................................................................................................................................................. 3

5.3 Practical (hands­on) training environment ................................................................................................................... 3

6 Contents of training ........................................................................................................................................................................................... 3

6.1 General training requirements .................................................................................................................................................. 3

6.2 Additional training requirements specific to slewing trucks ......................................................................... 6

6.3 Additional training requirements specific to lorry-mounted trucks ........................................................ 6

6.4 Additional training requirements specific to handling freely suspended loads ............................. 7

6.5 Additional training requirements specific to using a non-integrated personnel

work platform (PWP) ........................................................................................................................................................................ 7

6.6 Additional training requirements specific to using a remote control ..................................................... 8

6.7 Familiarization ........................................................................................................................................................................................ 8

7 Administration of training ......................................................................................................................................................................... 9

7.1 Examination............................................................................................................................................................................................... 9

7.2 Retraining .................................................................................................................................................................................................... 9

7.3 Re-examination ....................................................................................................................................................................................... 9

7.4 Record retention .................................................................................................................................................................................10

7.5 Verification of training...................................................................................................................................................................10

© ISO 2020 – All rights reserved iii
---------------------- Page: 3 ----------------------
ISO/FDIS 23676:2020(E)
Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards

bodies (ISO member bodies). The work of preparing International Standards is normally carried out

through ISO technical committees. Each member body interested in a subject for which a technical

committee has been established has the right to be represented on that committee. International

organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.

ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of

electrotechnical standardization.

The procedures used to develop this document and those intended for its further maintenance are

described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the

different types of ISO documents should be noted. This document was drafted in accordance with the

editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of

any patent rights identified during the development of the document will be in the Introduction and/or

on the ISO list of patent declarations received (see www .iso .org/ patents).

Any trade name used in this document is information given for the convenience of users and does not

constitute an endorsement.

For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and

expressions related to conformity assessment, as well as information about ISO's adherence to the

World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see www .iso .org/

iso/ foreword .html.

This document was prepared by Technical Committee ISO/TC 110, Industrial trucks, Subcommittee

SC 4, Rough-terrain trucks.

Any feedback or questions on this document should be directed to the user’s national standards body. A

complete listing of these bodies can be found at www .iso .org/ members .html.
iv © ISO 2020 – All rights reserved
---------------------- Page: 4 ----------------------
FINAL DRAFT INTERNATIONAL STANDARD ISO/FDIS 23676:2020(E)
Rough-terrain trucks — Operator training — Content
and methods
1 Scope

This document provides information to prepare training materials and to administer training for

operators of rough-terrain trucks (herein referred to as trucks).

It is applicable to trucks, as defined in ISO 10896-1, ISO 10896-2 and ISO 20297-1.

It is applicable to the handling of suspended loads covered in ISO 10896­4 and the use of non­integrated

personnel work platforms covered in ISO 18479-1.

This document does not cover authorization or training requirements related to a specific worksite (for

example, site rules, emergency procedures, safety systems of work).
NOTE National or local requirements can apply.
2 Normative references

The following documents are referred to in the text in such a way that some or all of their content

constitutes requirements of this document. For dated references, only the edition cited applies. For

undated references, the latest edition of the referenced document (including any amendments) applies.

ISO 10896­1, Rough-terrain trucks — Safety requirements and verification — Part 1: Variable-reach trucks

ISO 10896­2, Rough-terrain trucks — Safety requirements and verification — Part 2: Slewing trucks

ISO 10896­4, Rough-terrain trucks — Safety requirements and verification — Part 4: Additional

requirements for variable-reach trucks handling freely suspended loads

ISO 11525­1, Rough-terrain trucks — Safe use requirements — Part 1: Variable-reach trucks (under

revision)

ISO 11525­2, Rough-terrain trucks — Safe use requirements — Part 2: Slewing trucks (under revision)

ISO 11525­4, Rough-terrain trucks — User requirements — Part 4: Additional requirements for variable-

reach trucks handling freely suspended loads

ISO 18479­1, Rough-terrain trucks — Non-integrated personnel work platforms — Part 1: Design, safety

requirements and verification

ISO 20297­1, Industrial trucks — Lorry-mounted trucks — Part 1: Safety requirements and verification

3 Terms and definitions

For the purposes of this document, the terms and definitions given in ISO 10896-1, ISO 10896-2

ISO 10896-4, ISO 18479-1 and ISO 20297-1 and the following apply.

ISO and IEC maintain terminological databases for use in standardization at the following addresses:

— ISO Online browsing platform: available at https:// www. iso. org/obp
— IEC Electropedia: available at http:// www.el ectropedia. org/
© ISO 2020 – All rights reserved 1
---------------------- Page: 5 ----------------------
ISO/FDIS 23676:2020(E)
3.1
trainer
competent person (3.8) who conducts the training of the truck operator (3.4)
3.2
trainee
person who is being trained to become a truck operator (3.4)
3.3
user

person or entity responsible for assigning an operator (3.4) to operate a truck and specify the tasks to

be performed
[SOURCE: ISO 11525­1:2020, 3.2]
3.4
operator
person who controls the operation of the truck
[SOURCE: ISO 11525­1:2020, 3.3]
3.5
examiner
competent person (3.8) who tests the competency of the trainee (3.2)

Note 1 to entry: Note to entry: The trainer (3.1) and the examiner (3.5) can be the same person.

3.6
familiarization

necessary information provided to the operator (3.4) for the specific truck to be used, as equipped,

regarding the features, functions, devices, limitations, and operating characteristics as defined by the

manufacturer in the operator's manual including the location of the manufacturer’s operator’s manual

3.7
examination
re-examination

testing of the operator’s (3.4) proficiency in, and retention of, the subject matter covered in both the

theory and operational portions of the training or retraining of the operator (3.4)

3.8
competent person

person who has acquired, through training, qualification, experience or a combination of these, the

knowledge and skill enabling that person to correctly perform the required tasks
[SOURCE: ISO 11525­1:2020, 3.4]
4 Safe use of the truck

The requirements on safe use of trucks in ISO 11525­1, ISO 11525­2, ISO 11525­4, as applicable, shall apply.

5 Requirements for training and familiarization of operators
5.1 General

5.1.1 A trainee shall operate the truck only as part of the operator training programme. This training

shall be conducted under the direct supervision of a trainer who meets the requirements of 5.2.

2 © ISO 2020 – All rights reserved
---------------------- Page: 6 ----------------------
ISO/FDIS 23676:2020(E)

5.1.2 Training shall be given on all types of trucks and attachments that the operator is required to

operate.

NOTE Operators with some experience in operating trucks or relevant experience in operating similar

equipment can need less extensive training than operators with no experience.

5.1.3 The operator training programme shall include the contents of training (see Clause 6) and shall

be based on user policies, industry standards policies, operating conditions and the manufacturer’s

instructions.

NOTE Information on operator training is available from sources including users, truck manufacturers,

government agencies dealing with employee safety, trade organizations of truck users, public and private

organizations and safety consultants.
5.2 Selection of trainer

5.2.1 The competency of the trainer shall include instructional techniques and skills’ assessment

relevant to trucks.

5.2.2 The trainer shall only give instruction on types of trucks and attachments for which they are

competent. The trainer shall have experience to enable them to put their instruction in context and

knowledge of the working environment in which the trainee is expected to operate.

5.3 Practical (hands-on) training environment

5.3.1 Training shall be given at a venue with an appropriate surface and obstacles representative of the

anticipated conditions in which the truck will be used.

5.3.2 Training shall be given with loads (for example, loaded and unloaded pallets, bags, sacks, bales,

drums, bulk materials) representative of anticipated loads the operator will be handling.

5.3.3 There shall be appropriate facilities for simulating loading and unloading at various heights.

5.3.4 The practical (hands-on) training environment shall be free from other moving equipment and

personnel traffic. Warnings such as flags, roped off areas, barricades, or flashing lights shall be used when

appropriate.

5.3.5 The trainer shall verify that a risk assessment has been made for each location where a practical

test is to be given.

5.3.6 While training is in progress, access to this area shall be restricted to the trainer and trainees.

Trainers and trainees, together with the truck and loads, shall be segregated from normal commercial

operations while training is in progress.

5.3.7 Trucks used for training shall be properly maintained per the manufacturer’s specifications and

suitable for the particular application/environment in which they will be used.
6 Contents of training
6.1 General training requirements

6.1.1 The training shall emphasize safe and proper operation that avoids injury to the operator and

others and prevents property damage.
© ISO 2020 – All rights reserved 3
---------------------- Page: 7 ----------------------
ISO/FDIS 23676:2020(E)
6.1.2 The operator shall be trained in the following:
a) information about the truck(
...

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