Forklift Operator Competency Audit

• Site conducted

  Select

• Conducted on

  Date

• Instructor/Auditor Name

• Operator Name

• Department

Pre-Operation

• Does the operator complete the pre-shift safety inspection correctly?

  Compliant

  Non-Compliant

  N/A

• Does the operator fully understand the capacity information plate?

  Yes

  No

  N/A

• Does the operator fully understand the correct deficiency items reporting procedures?

  Yes

  No

  N/A

• Does the operator perform daily takeover audits / checks on the forklift they operates?

  Compliant

  Non-Compliant

  N/A

Operator Safety and Observation

• 1. Does the operator mount or dismount the forklift correctly?

  Safe

  At Risk

  N/A

• 2. Does the operator use the seat belt correctly?

  Safe

  At Risk

  N/A

• 3. Does the operator keep his/her body parts within the confines of the vehicle?

  Safe

  At Risk

  N/A

• 4. Does the operator pay attention to the surroundings?

  Safe

  At Risk

  N/A

• 5. Does the operator look in the direction of travel without getting distracted?

  Safe

  At Risk

  N/A

• 6. Does the operator use the horn as and when required?

  Safe

  At Risk

  N/A

• 7. Does the operator follow the correct protocols in case of an unattended vehicle?

  Safe

  At Risk

  N/A

• 8. Is the operator’s all round safety observation satisfactory?

  Good

  Fair

  Poor

  N/A

Steering and Operating Controls

• 1. Is the operator able to start and stop smoothly?

  Safe

  At Risk

  N/A

• 2. Does the operator use the assistor correctly?

  Safe

  At Risk

  N/A

• 3. Does the operator brake harshly / erratically?

  Safe

  At Risk

  N/A

• 4. Does the operator ensure the parking brake is released prior to moving off?

  Safe

  At Risk

  N/A

• 5. Does the operator ride the foot brake?

  Safe

  At Risk

  N/A

• 6. Does the operator operate the hydraulic controls when the lift truck is in motion?

  Compliant

  Non-Compliant

  N/A

• 7. Does the operator use over head mirrors to see around blind corners?

  Safe

  At Risk

  N/A

• 8. Does the operator operate the forklift no more then a brisk walking pace speed?

  Safe

  At Risk

  N/A

• 7. Does the operator able to correctly operate and understands the controls of the forklift?

  Good

  Fair

  Poor

  N/A

Competency In Load Capacity

• 1. Does the operator match the load with the truck's capacity?

  Yes

  No

  N/A

• 2. Does the operator check for stability after loading?

  Safe

  At Risk

  N/A

Manoeuvring & Transportation

• 1. Are loads transported 4-6 inches from the floor?

  Safe

  At Risk

  N/A

• 2. When operating in reverse, is the operator looking around appropriately?

  Safe

  At Risk

  N/A

• 3. Is the operator maintaining a speed consistent with the type of load and working conditions?

  Safe

  At Risk

  N/A

• 4. Is the operator manoeuvring safely with the lift truck and load?

  Safe

  At Risk

  N/A

Stacking & De-stacking

• 1. Does the operator use the parking brake when operating the hydraulics?

  Compliant

  Non-Compliant

  N/A

• 2. Does the operator use neutral gear when operating the hydraulics?

  Compliant

  Non-Compliant

  N/A

• 3. Are the fork arms central under the load?

  Safe

  At Risk

  N/A

• 4. Are the fork arms rubbing at any time?

  Safe

  At Risk

  N/A

• 5. Do the fork tips touch the load?

  Safe

  At Risk

  N/A

• 6. Are the forks tilted just enough to stabilize the load?

  Safe

  At Risk

  N/A

• 7. Is the load stacked correctly?

  Safe

  At Risk

  N/A

• 8. Are the fork arms not fully inserted (undercut)?

  Safe

  At Risk

  N/A

Parking

• 1. Does the operator correctly apply the park brake?

  Compliant

  Non-Compliant

  N/A

• 2. Does the operator set the direction lever to the neutral position?

  Compliant

  Non-Compliant

  N/A

• 3. Does the operator correctly apply forward tilt?

  Yes

  No

  N/A

• 4. Does the operator correctly lower the fork arms?

  Safe

  At Risk

  N/A

• 5. Does the operator manoeuvre the wheels so that they are in-line with the forklift?

  Safe

  At Risk

  N/A

• 6. Does the operator switch off the forklift and remove the key once parked up?

  Compliant

  Non-Compliant

  N/A

Re-Fueling

• 1. Does the operator allow the engine to stall out before attempting to decouple the propane tank?

  Yes

  No

  N/A

• 2. Does the operator dawn all required PPE to refuel/recharge the forklift?

  Yes

  No

  N/A

• 3. Does the operator shut off the forklift?

  Yes

  No

  N/A

• 4. Does the operator properly open and dismount the propane tank?

  Yes

  No

  N/A

• 5. Does the operator inspect the O-ring, connectors, etc. before refueling/charging?

  Yes

  No

  N/A

• 6. Does the operator inspect the new tank/charging station?

  Yes

  No

  N/A

• 7. Does the operator re-secure tanks and covers?

  Yes

  No

  N/A

• 8. Does the operator store spent tanks properly in the upright position?

  Yes

  No

  N/A

• 9. Does the operator stop, look, listen and smell for inspecting the propane tank before attempting to operate?

  Yes

  No

  N/A

Trailer Loading and Unloading

• 1. Does the operator lockout the truck or place a trailer stand under the trailer prior to beginning?

  Compliant

  Non-Compliant

  N/A

• 2. Does the operator use a dock light to inspect the trailer before entering?

  Compliant

  Non-Compliant

  N/A

• 3. Does the operator stop at the entrance of the trailer while backing up to look for pedestrians?

  Safe

  At Risk

  N/A

• 4. Does the operator sound their horn to warn at entry points and doorways?

  Safe

  At Risk

  N/A

Sign Off

• Signature of Auditor/Instructor

  Sign

• Signature of Operator Audited

  Sign