Assessor Competancy

  • The assessor must be a competent person according to OSHA guidelines. This requires the training and knowledge of the task being assessed.

  • Does the assessor meet the requirements in regards to OSHA guidelines for competent trainer?

MCC Equipment

  • Type of powered industrial truck being used for the assessment

Operator Details

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

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

  • Date of test or refresher course?

Daily Safety Inspection

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

  • The operator fully understands the capacity information plate?

  • The operator understands the correct defect reporting procedures?

  • If a defect has been found, the lift truck must be parked up in a safe place and the key removed. The forklift shall be labeled "OUT OF SERVICE" until repairs are made by authorized personnel.

Operator Safety & Observation

  • The operator mounts / dismounts correctly?

  • Uses the seatbelt correctly? If applicable.

  • Keeps body parts within the confines of the vehicle?

  • Operator looks in the direction of travel?

  • Correct use of the horn when appropriate?

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

  • Operator had good all round safety observation?

Steering & Operating Controls

  • Starts and stops smoothly?

  • Releases the parking brake prior to operating forklift?

  • Does not operate the hydraulic controls when the lift truck is in motion?

  • Operates and understands the controls?

Competency In Load Capacity

  • Operator matches load with the trucks capacity?

  • Operator checks the load for stability?

Maneuvering & Transportation

  • Has the forks at proper height when traveling?

  • Operating in reverse, looking in the direction of travel?

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

  • Does the operator perform safe maneuvering with the lift truck and load?

Stacking & de-stacking

  • Correct set down on vertical face?

  • Operator applies neutral when operating the hydraulics?

  • Fork arms central under the load?

  • Fork arms not rubbing (entry / withdrawal)?

  • Is the load level?

  • Load correctly stacked?

  • 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 parking brake?

  • The operator sets the direction lever to the neutral position?

  • The operator correctly applies forward tilt?

  • The operator correctly lowers the fork arms?

  • The maneuvering wheels are in the straight position?

  • The operator switches off and removes the key?

Assessment Recommendations & Evaluations

  • Assessors evaluation of operator safety?

  • Comments

Signatures

  • Date and time of assessment

  • Operator signature

  • Assessor signature

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