Forklift Operator Safety Checklist

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Plant Vehicle

• Type of equipment?

  Select Counterbalance Forklift Reach Forklift Pedestrian Forklift MEWP (with boom) MEWP (scissor lift) Other

  • Counterbalance Forklift
  • Reach Forklift
  • Pedestrian Forklift
  • MEWP (with boom)
  • MEWP (scissor lift)
  • Other

• Other type

Operator Details

• If an operator has no proof of training held on record, they must not operate a forklift truck until proof of training competency has been proven

• Has the operator a valid certificate of training that has been passed or refreshed within the last three years?

  Yes

  No

  N/A

• Date of test or refresher course?

  Date

• Has the operator an up to date authorisation to operate, signed and renewable annually?

  Yes

  No

  N/A

• Date of signed authorization operate the plant vehicle

  Date

Daily Safety Inspection

• The operator completes the safety Pre-shift safety inspection correctly

  Yes

  No

  N/A

• The operator fully understands the capacity information plate?

  Yes

  No

  N/A

• The operator understands the correct fault reporting procedures?

  Yes

  No

  N/A

• If a fault has been found, the lift truck must be parked up in a safe place and the key removed. The fault must be made to a member of the management team.

Operator Safety & Observation

• The operator:

• Mounts / dismounts correctly

  Yes

  No

  N/A

• Uses the seat belt correctly

  Yes

  No

  N/A

• Keeps body parts within the confines of the vehicle

  Yes

  No

  N/A

• Looks in the direction of travel

  Yes

  No

  N/A

• Use the horn appropriately

  Safe

  At Risk

  N/A

• Follows the correct procedures for an "unattended" vehicle?

  Yes

  No

  N/A

• Was good all round safety observation

  Yes

  No

  N/A

Steering & Operating Controls

• The operator:

• Starts and stops smoothly

  Yes

  No

  N/A

• Uses assistor correctly

  Yes

  No

  N/A

• Travels unintentionally in the wrong direction

  Yes

  No

  N/A

• Brakes harshly / erratically

  Yes

  No

  N/A

• Releases the parking brake prior to moving off

  Yes

  No

  N/A

• Rides the foot brake

  Yes

  No

  N/A

• Operates the hydraulic controls when the lift truck is in motion

  Yes

  No

  N/A

• Operates and understands the controls

  Yes

  No

  N/A

Competency In Load Capacity

• The operator:

• Matches load with the truck's capacity

  Yes

  No

  N/A

• Checks the load for stability

  Yes

  No

  N/A

Maneuvering & Transportation

• The operator:

• Forks to high when traveling

  Yes

  No

  N/A

• Forks to low when traveling

  Yes

  No

  N/A

• Operates in reverse, looking in the direction of travel to the correct ratio

  Yes

  No

  N/A

• Operates at a speed consistent with the type of load and working conditions?

  Yes

  No

  N/A

• Performs safe maneuvering with the lift truck and load

  Yes

  No

  N/A

Stacking & de-stacking

• The operator:

• Applies the park brake when operating the hydraulics

  Yes

  No

  N/A

• Applies neutral when operating the hydraulics

  Yes

  No

  N/A

• Forks arm central under the load

  Yes

  No

  N/A

• Fork arms not rubbing (entry / withdrawal)

  Yes

  No

  N/A

• Fork tips touch the stack / load

  Yes

  No

  N/A

• Forks / load not level

  Yes

  No

  N/A

• Stacked load correctly

  Yes

  No

  N/A

• Fork arms not fully inserted (undercut)

  Yes

  No

  N/A

• 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.

Parking

• The operator:

• Correctly applies the park brake

  Safe

  At Risk

  N/A

• Sets the direction lever to the neutral position

  Safe

  At Risk

  N/A

• Correctly apples forward tilt

  Safe

  At Risk

  N/A

• Correctly lowers the fork arms

  Safe

  At Risk

  N/A

• Maneuvers wheels are in the straight position

  Safe

  At Risk

  N/A

• Switches off and removes the key

  Yes

  No

  N/A

Assessment Recommendations & Evaluations

• Overall Evalution of the Operator

  Excellent

  Good

  Satisfactory

  Re-training is advised

• Recommendations

Confirmation

• Full Name and Signature of Operator

  Sign

• Full Name and Signature of Evaluator

  Sign