Global

Machinery safety: Guarding, lifting, conveyors and forklifts

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 11 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
40 min
Lessons
6 lessons
Frequency
At onboarding for operators and maintenance staff
Last reviewed
21 Oct 2026
Guards, interlocks and emergency stops
What would you do?

An interlock fails and the line is behind schedule

Try it: this is one of 18 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 40 minutes
  • Scenario, sorting activity, process, tabs and quizzes

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 10 slides
  • Poll, quiz, word cloud, scale slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 359.0Achieve ≥ 80% on the final assessment-Whole course
SO 359.1Name the main machinery hazards: crushing, entanglement, ejection and trappingISO 12100 [source: report anchor, unverified]Whole course
SO 359.2Recognise guards, interlocks and emergency stops and never bypass themOSHA 29 CFR 1910.212 [source: report anchor, unverified]; EU Machinery Directive 2006/42/EC [source: report anchor, unverified]Whole course
SO 359.3Follow safe lifting practice: sling checks, signals and exclusion zones + your infoOSHA 29 CFR 1910.179 [source: report anchor, unverified]Whole course
SO 359.4Keep clear of conveyor pinch points and apply the forklift pre-use check and pedestrian rules + your infoOSHA 29 CFR 1910.178 [source: report anchor, unverified]Whole course
SO 359.5Report defects and refuse to bypass a safeguardEmployer's machinery rules; best practiceWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 11 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 40 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

Machinery hazards: crushing, entanglement, ejection

3 pages

7 min
Before you beginNoteList
Marlow Plant line 3TextImage
Four ways machines hurtTabsKey factQuiz
2

Guards, interlocks and emergency stops

3 pages

7 min
Which guard is that?Sorting activity
HotspotsHotspot
Never bypassScenarioQuiz
3

Lifting equipment: slings, signals and exclusion zones

3 pages

7 min
Pre-use lookChecklistYour info
SignalsFlashcardsYour infoMatching quiz
Under the loadScenarioQuiz
4

Conveyors and pinch points

2 pages

5 min
Where are the traps?Hotspot
Maintain safelyTimelineQuiz
5

Forklifts: pre-use checks, load handling and pedestrians

3 pages

7 min
Pre-use checkSorting activityYour info
Share the routeScenarioQuiz
Load handlingAccordion
6

Reporting defects, not bypassing safeguards, and next steps

3 pages

7 min
Tag it and tellProcessYour infoNote
Next stepsProcessYour infoYour infoNote
PracticeQuizKey factNoteButtonYour info

Live deck and surveys

10 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle, agenda, "stop it, isolate it, then clear it
Word cloudOne machine you work with
PollHave you ever seen a guard bypassed?
Content · customiseThe four machinery hazards and the guard types, with photos of the plant's own machines {{SITE_RULES_LINK}}
QuizBefore clearing a jam you… (Stop and isolate ✔ · Wear thicker gloves · Reach in slowly · Ask someone to watch)
QuizScenario: an interlock fails and the line is behind. You… (Stop, tag and report ✔ · Tape the switch · Carry on · Ask a colleague to hold it)
PollWhich area needs a closer look?
ScaleHow confident are you that you would refuse to run a machine with a missing guard?
Open-ended / Q&AOne question about machinery safety
Content · customiseClosing {{SAFETY_CONTACT}}, {{SURVEY_2_URL}}, {{COURSE_URL}}
Post-course feedback: 11 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. Which part is still unclear? multiple choice
  6. Operator confidence: how ready are you to carry out a pre-use check? 1-5 scale
  7. Describe a near miss you saw and what changed. open text
  8. I feel able to stop a job if a safeguard is not working. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find the emergency stop and the defect reporting route? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

11 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Safety contact{{SAFETY_CONTACT}}
  • Incident report route{{INCIDENT_REPORT_ROUTE}}
  • Safety policy link{{SAFETY_POLICY_LINK}}
  • Site rules link{{SITE_RULES_LINK}}
  • Forklift checklist link{{FORKLIFT_CHECKLIST_LINK}}
  • Lifting inspection rules{{LIFTING_INSPECTION_RULES}}
Show all 11 fields
  • Local lifting signals{{LOCAL_LIFTING_SIGNALS}}
  • Operator authorisation rule{{OPERATOR_AUTHORISATION_RULE}}
  • LMS or record system{{LMS_OR_RECORD_SYSTEM}}
  • Survey 2 URL{{SURVEY_2_URL}}
  • Course URL{{COURSE_URL}}

FAQ

Common questions

Can I run machinery safety: Guarding, lifting, conveyors and forklifts training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

At onboarding for operators and maintenance staff, as a monthly 10-minute refresher, and before lifting or forklift work starts.

Who needs this training?

Machine operators, maintenance staff, crane and forklift operators and supervisors; run by plant and warehouse managers and EHS.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Related templates

Often taught together

All Hazardous work templates →
Global

Food safety, HACCP and allergens: Keeping food safe from delivery to plate

Food handlers · Hazardous work

40 min
Global

Chemical and hazardous substance safety: Labels, data sheets, storage and spills

Workers handling chemicals · Hazardous work

40 min
Global

Working at height, ladders, scaffolds and slips, trips and falls

Maintenance · Hazardous work

40 min
Global

Permit to work, hot work and confined space entry

Maintenance staff · Hazardous work

40 min
Last reviewed: 21 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck