Title Page

  • Site conducted

  • Conducted on

  • Assessor Name

  • Operator Name

  • Work Location

  • Pepsico GPID (If applicable) Or Contractor Company

Skills Audit

Department

  • Type of coaching

  • New hire / new equipment

  • Periodic review

  • Post incident

  • Other

  • Type of P.I.T

  • Counter Balance

  • Reach truck - Standing

  • Reach truck -sitting

Complies with regulatory and company requirements

  • Current valid forklift / Powered Industrial Truck license

  • Forklift is parked in a designated area with tynes tilted to ground

  • Completes pre-operation check and documents

  • Can describe process for PIT that does not meet pre-operational checks / fault found / error code

  • Wearing correct personal protective equipment (safety footwear, hi visibility uniform)

  • Operator is able to explain the basic traffic management requirements of the area (speed limits, direction of traffic, special conditions – roller door, trailer access, side loading truck requirements)

  • Seatbelt is worn (where fitted)

  • Where available, assessor reviews prior 1 month of forklift operation data for operator to identify any behaviours / trends / incidents

Lift S.A.F.E

  • One Move at A Time – demonstrates operating the PIT in one plane of movement at a time (for example : 1 – turn to face load, 2 – lift tynes, 3 – Extend tynes into pallet, 4 – engage with load, 5 – lift, 6 – Retract load from racking, 7 – lower load, 8 – turn to direction of travel, 9 – proceed)

  • Only begins travel once mast & tynes is in lowest reasonable position

  • To Be Aware – can explain what ‘To be Aware’ means

  • Completes head check prior to changing direction / turning

  • Maintains maximum visibility of the surrounding area

  • Travels in reverse when cannot see over load

  • Uses mirrors including mirrors in location e.g. convex mirrors

  • Checks visibility on camera for high bay racking (where fitted)

  • Operator can identify potential hazards / obstacles in area of operation

  • Adjusts speed appropriate to the traffic management requirements or potential hazards in area, shared pedestrian zones

  • Distance of 3 – can explain what ‘Distance of 3’ means

  • Maintains 3m clearance between other forklifts or waits to allow other forklifts to finish activity before proceeding

  • Operator uses horns, visual cues, eye contact to communicate with others in the area

  • Maintains 3 m operating distance from pedestrians e.g. ensures drivers are in Driver Safety Areas before loading

  • S.T.O.P means STOP – operator fully stops forklift, toots horns, observes any other traffic / hazards, ensures it is safe to proceed before travelling

  • Applies S.T.O.P when coming to the end of aisles, driveways, doorways, rapid rollers, and intersections where you do not have right of way

  • Safe Work Load – can explain what ‘Safe Work Load’ means

  • Can identify load plate and safe work load capacity of forklift in at least 2 different load positions

  • Checks load is safely stack and stable prior to moving

  • Pallet centre of the forklift (use of side shift as needed)

  • Forklift square on the load / pallet before the lift

  • Travels at appropriate speed for load stability

  • Carries load as low as reasonably possible when travelling

  • Ensure tynes are retracted when travelling

  • Parks forklift in designated area (not blocking access or creating safety issue)

  • Removes key (if applicable)

Assessment Result

  • Competency Achieved

  • Competency not yet achieved

  • Action Plan if need further coaching

  • Operator signature

  • Date

  • Assessor signature

  • Date

  • Line manager signature

When audit has been completed please select yes to submit.

  • Select yes to submit

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