Information

  • Document No.

  • Harper Campus

  • Conducted on

  • Operator is being evaluated to operate a forklift because it is a requirement of their job description or function?

Forklift

  • Type of equipment?

Daily Safety Inspection

  • Operator fully understands the capacity information plate?

  • Operator knows where the propane is stored and correct procedures for refueling?

  • Operator understands the correct reporting procedures for a forklift that needs to be taken out of service?

Operator Safety & Observation

  • Operator mounts / dismounts correctly?

  • Operator uses the seatbelt correctly?

  • Operator keeps body parts within the confines of the vehicle?

  • Operator looks in the direction of travel?

  • Operator practices correct use of the horn when appropriate?

  • Operator watches for pedestrians and yields right of way?

  • Operator follows the correct procedures for an "unattended" vehicle?

Steering & Operating Controls

  • Operator starts and stops smoothly?

  • Operator does not brake harshly / erratically?

  • Operator does not raise or lower the load and forks when the lift truck is in motion?

  • Operator safely operates equipment and understands the controls?

Competency In Load Capacity

  • Operator matches load with the trucks capacity?

  • Operator checks the load for stability?

Maneuvering & Transportation

  • Operator keeps forks 6 inches above the work surface when traveling?

  • Operator performs safe maneuvering with the lift truck and load?

  • Operator travels with the load facing uphill while on a ramp or incline?

  • Operator follows other vehicles at a safe distance?

  • Operator slows down when cornering?

Stacking & de-stacking

  • Operator squared up to the location; then stopped about 1 foot away?

  • Operator had fork arms centered correctly to support the load?

  • Operator raised load to placement level?

  • Operator had forks positioned to not touch the stack / load?

  • Operator had the forks/ load level?

  • Operator had the load correctly stacked?

  • Operator had the fork arms fully inserted?

  • It is some times necessary to undercut a load due to the nature of where it is to be located. It must remain within the limits of the capacity plate.

  • Operator backed straight out until the forks cleared?

Parking

  • Operator correctly applies the parking brake?

  • Operator sets the direction lever to the neutral position?

  • Operator correctly applies forward tilt?

Operator Evaluation & Assessment Recommendations

  • Based upon the assessor's evaluation:

  • Comments

Signatures

  • Date and time of assessment

  • Operator signature

  • Assessor signature

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.