Lift Planning, Roles and Communication
Competent planning, lift plans, operator, appointed person, supervisor and slinger/signaller responsibilities.
How to prepare for a CPCS category Theory Test
Learn the operator's safe decision sequence, connect it to the current category learning outcomes and practise explaining why the manufacturer, task and site controls apply.
Core concepts
Concept 1
Every lifting operation is planned by a competent person and carried out under an appropriate safe system.
Exam cue: Name the role with authority for the decision.
Concept 2
The appointed person plans; supervision, operating and slinging/signalling roles remain distinct and coordinated.
Exam cue: Connect the lift plan to configuration, load, route, people and communication.
Concept 3
A change from the lift plan stops the operation until an authorised competent person approves the revision.
Risk pitfalls and guardrails
Letting the operator casually rewrite the lift plan.
Guardrail: Do not replace a manufacturer limit, competent plan, physical control or authorised decision with experience or memorised wording.
Treating a standard signal set as a substitute for a briefing.
Guardrail: Do not replace a manufacturer limit, competent plan, physical control or authorised decision with experience or memorised wording.
Memory anchors
Plan, Brief, Lift
Do not lift before the safe system is understood.
Roles Must Be Named
Planning, supervision, operation and signalling are not interchangeable.
Change Stops Lift
The competent authority reviews deviations.
One Communication Code
Agree signals and radio protocol.
Out of Sight Is Planned
Blind lifts need defined communication and control.
Checkpoint rule
Do the check-up only after you can summarize each concept in one sentence and identify one dangerous pitfall from memory.
Knowledge Check (after reading)
Short check-up to confirm understanding of this module.
Check-up Questions
Next step personalized recommendations
Continue learning
Move forward only after this module is stable.
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