Title Page

  • Conducted on

  • Operator Name

Explination of Events

  • The purpose of this exercise to sharpen the skills of the ACSC forklift operator on a continual basis. Forklift movement, stacking, loading/unloading, general safety will all be observed during the exercise.

  • Scoring This Exercise 1= Retraining on particular subject is needed, 2= Acceptable but needs some practice to be perfect, 3= Passed section with no issues at all. Yes= Operator consistantly does, No= Operator does not do this everytime question is observed.

  • If applicable, has previous exercise for this operator been reviewed by observer to ensure they are familiar with the operators history?

Picking

  • This section is to ensure operator follows proper steps to pick containers already stacked. 1,2,3,4 containers and downstack from 4 to 3, 3 to 2, 2 to 1 while having correct forklift movements.

  • What type of container will you be working with today?

  • Does operator square the lift to desired load? (Must proceed forward slowly with forks to be no higher than 6" off the floor. Must not push or drag forks along the floor.)

  • Does operator raise forks to desired position? (Must stop forklift a foot from load before raising forks. Must keep forks even and level.)

  • Does operator proceed with caution? (Must keep forks even and level. Must stop forward motion if adjustments to fork heights are to be made. Forks must go under the load as far as possible.)

  • Does operator raise forks with load properly? (Must raise to a height that will free load of any obstructions. Must have load backrest extension against load with load no higher than the forklift mast. Must tilt load back enough to stabilize load. Must not tilt load while lifting load all in one motion.)

  • Does operator proceed with caution in reverse? (Must look over both shoulders and honk horn prior to moving the forklift in reverse. Must not tilt the load further while in motion.)

  • Does operator lower the forks properly once free of obstructions? ( Must have forklift stopped before lowering the forks.)

  • Does operator stop lowering at the proper height? ( If placing on the ground, stop once load rest on ground. If transporting load, stop once load is no higher than 6" from the ground. Must have load at least 6" from front container prior to lowering.)

  • If required, does operator tilt load further back to stabilize before transporting? (Must have load no more than 6" above ground to transport. Must move in reverse if view is obstructed by load. Must not move forks while forklift is in motion.)

Stacking

  • This section is to ensure operator follows proper steps to stack containers already picked. 1,2,3,4 containers and upstack from 1 to 2, 2 to 3, 3 to 4 while having correct forklift movements.

  • Does operator square the lift to desired load? (Must proceed forward slowly with forks to be no higher than 6" off the floor. Must not push or drag forks along the floor.)

  • Does operator proceed with caution? (Must keep forks even and level. Must stop forward motion if adjustments to fork heights are to be made. Forks must go under the load as far as possible.)

  • Does operator raise forks with load properly? (Must raise to a height that will free load of any obstructions. Must have load backrest extension against load with load no higher than the forklift mast. Must tilt load back enough to stabilize load. Must not tilt load while lifting load all in one motion.)

  • Does operator proceed with caution in moving forward with load? (Must look around load moving in to stack on bottom container. Must not tilt the load further while in motion.)

  • Does operator lower the forks properly once free of obstructions and in desired stacking position? ( Must have forklift stopped before lowering the forks. Must hook back of container and then level out the forks to lock containers in place if they are lockable.)

  • Does operator stop lowering at the proper height? ( If placing on the next container, stop once load rest on container. Must tilt forward to ensure the conatainers are fully together and forks are level.)

  • Does operator proceed with caution in reverse? (Must look over both shoulders and honk horn prior to moving the forklift in reverse. Must not tilt the load further while in motion. Must ensure load is free from forks so load is not to move with forks while reversing.)

  • When putting away into row, does operator practice using the left line of the row for placement so that straight and uniform rows can be created?

Movement

  • This section will be used to ensure operator travels on the forklift properly at all times.

  • Does operator keep forklift straight during travel and to the right hand side of the aisle? (Must wear seat belt and bump cap. Must only drive in designated aisles without cutting corners. If vision is obscured operator must travel in reverse.)

  • Does operator make complete stops at intersections or where required? (Must honk horn and visually check mirrors at STOP intersections prior to proceeding.)

  • Does operator decrease speed before and while making turns? (Must not cut corners of rows and must drive in designated areas only.)

  • Does operator enter and exit rows completely? (Must stop before exiting row, honk horn, and check for vehicle and pedestrian traffic.)

  • If applicable, does operator pass stopped forklifts with caution? (Must check that aisle is clear before attempting to pass. Must honk horn or make voice contact with other operator prior to passing. Must not pass a moving forklift traveling in the same direction. Must not pass a forklift attempting to make a turn.)

  • Does operator refrain from making a turn greater than 90 degrees? (Must only turn up to 90 degrees regardless of the direction of travel. If a wrong turn is made then operator must travel to next aisle and not turn around in the aisle.)

  • When traveling in reverse does operator turn and look in the direction of the turn? (Must look in the direction of the turn. Must swing wide to make a 90 degree turn. Must not look over right shoulder while making a left turn or look over the left shoulder while making a right turn.)

  • Does operator refrain from making quick starts/stops on the forklift?

General

  • Is bump hat worn correctly?

  • Is proper vest worn correclty?

  • Is seat belt worn correctly?

  • Does operator use 3pt contact getting off the lift?

  • Does operator use 3pt contact getting on the lift?

  • When the lift is parked, are forks down and parking brake set before exiting the lift?

Open Discussion with Operator

  • In this section you will take notes from your discussion with the operator about areas of improvement that can be made. This should include any general observations not marked on exercise as well as areas the operator did not have a "yes" answer to.

  • I understand the discussion points from the exercise and will continue to work on areas of improvement.

  • I have explained findings to operator and found areas that the operator can improve on moving into the next scheduled exercise.

  • Has next scheduled exercise been scheduled with this operator? If not, do not complete this exercise until doing so. Once scheduled, save and close this exercise.

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.