Title Page
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Site conducted
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Conducted on
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Assessor Name
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Operator Name
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Work Location
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Pepsico GPID (If applicable) Or Contractor Company
Skills Audit
Department
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Type of coaching
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New hire / new equipment
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Periodic review
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Post incident
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Other
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Type of P.I.T
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Counter Balance
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Reach truck - Standing
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Reach truck -sitting
Complies with regulatory and company requirements
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Current valid forklift / Powered Industrial Truck license
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Forklift is parked in a designated area with tynes tilted to ground
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Completes pre-operation check and documents
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Can describe process for PIT that does not meet pre-operational checks / fault found / error code
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Wearing correct personal protective equipment (safety footwear, hi visibility uniform)
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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)
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Seatbelt is worn (where fitted)
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Where available, assessor reviews prior 1 month of forklift operation data for operator to identify any behaviours / trends / incidents
Lift S.A.F.E
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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)
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Only begins travel once mast & tynes is in lowest reasonable position
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To Be Aware – can explain what ‘To be Aware’ means
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Completes head check prior to changing direction / turning
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Maintains maximum visibility of the surrounding area
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Travels in reverse when cannot see over load
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Uses mirrors including mirrors in location e.g. convex mirrors
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Checks visibility on camera for high bay racking (where fitted)
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Operator can identify potential hazards / obstacles in area of operation
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Adjusts speed appropriate to the traffic management requirements or potential hazards in area, shared pedestrian zones
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Distance of 3 – can explain what ‘Distance of 3’ means
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Maintains 3m clearance between other forklifts or waits to allow other forklifts to finish activity before proceeding
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Operator uses horns, visual cues, eye contact to communicate with others in the area
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Maintains 3 m operating distance from pedestrians e.g. ensures drivers are in Driver Safety Areas before loading
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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
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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
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Safe Work Load – can explain what ‘Safe Work Load’ means
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Can identify load plate and safe work load capacity of forklift in at least 2 different load positions
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Checks load is safely stack and stable prior to moving
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Pallet centre of the forklift (use of side shift as needed)
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Forklift square on the load / pallet before the lift
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Travels at appropriate speed for load stability
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Carries load as low as reasonably possible when travelling
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Ensure tynes are retracted when travelling
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Parks forklift in designated area (not blocking access or creating safety issue)
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Removes key (if applicable)
Assessment Result
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Competency Achieved
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Competency not yet achieved
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Action Plan if need further coaching
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Operator signature
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Date
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Assessor signature
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Date
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Line manager signature
When audit has been completed please select yes to submit.
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Select yes to submit