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Simulated workplace
Scenario · Safety, Environment and Permits

Investigate the forklift and pedestrian near miss in bay 3

You are the safety coordinator in Safety, Environment and Permits.

Intermediate3 to 4 hours7 tasks
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Home/Scenarios/Investigate the forklift and pedestrian near miss in bay 3
The situation

What has happened

On 1 September a forklift reversed out of loading bay 3 at Yatala while a visiting truck driver was walking to the amenities. The driver stepped back onto the pedestrian walkway and there was no contact, but the forklift operator did not see him. The event is recorded as INC-26-088 with a high potential severity and a spotter has been required for reversing in bay 3 as an interim control. The bay has a painted walkway, but the line is worn and a stack of pallets partly blocks the operator's view. Rowan Fitzgerald wants a proper investigation and a hazard analysis so that the leadership team can approve permanent controls on 16 September.

Your brief. Investigate the near miss, analyse the hazards of forklift and pedestrian interaction in bay 3, assess the risk before and after proposed controls, recommend permanent controls using the hierarchy of controls and update the incident and hazard register with the findings and actions.
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Tasks

Deliverables

  • Interview notes and site walk observations
  • Hazard analysis and risk assessment record
  • Updated incident and hazard register entry with actions
  • One page investigation summary

Documents to use

Systems to use

Incident and Hazard Register

Logs every injury, near miss, hazard, property damage and environmental event with severity, actions and closure.

Maintenance Work Orders

Plans and tracks preventive and breakdown maintenance on fixed plant, mobile plant and lifting equipment.

For trainers and assessors

Units of competency

Current on training.gov.au for the Manufacturing Training Package as at 10 September 2026.

MSMWHS201Conduct hazard analysis
MSMWHS401Assess risk
MSMWHS300Facilitate the implementation of WHS for a work group
MSMSUP390Use structured problem-solving tools

Qualifications

MSM40116Certificate IV in Process Manufacturing
Assessor notes

What to look for

Evidence guide

Look for an investigation that establishes facts from interviews and observation, a hazard analysis that covers the whole task rather than only the event, risk ratings that use the matrix consistently, and recommendations that favour higher order controls over signage and training alone. The register entry must be complete with owners and due dates.

The student's evidence summary lists every record they created or changed in the systems named above, their notes and the tasks they ticked. Verify it against the deliverables and your own assessment tool.