Title Page

  • Document No.

  • Operator Safety Observation

  • Conducted on

  • Prepared by

  • Location
  • Date

  • Operator name

  • Observer name

  • Type of equipment

Visual Checks

  • Were the structure of the machine and any attached implements properly inspected?

  • Were the wheels and tires or tracks and undercarriage properly inspected?

  • Did the operator assure that the fluid levels were adequate and check for any leaks while inspecting the engine compartment?

  • Were the guards and covers inspected to assure that they were in serviceable condition?

  • Did the operator assure that all required decals were in place and legible?

  • Was the operator able to locate the capacity plate and explain the data it contained?

  • Did the operator assure that the operators manual was in its compartment, and were they able to demonstrate that they were familiar with its contents?

  • Did the operator assure that the machine was equipped with a seat belt?

Operator checks

  • Did the operator check the instrument readings, and were they able to understand them?

  • Were the lights and horn tested to assure that they were working properly?

  • Did the operator assure that the controls were operating normally?

  • Were the directional and speed controls checked for proper operation?

  • Wert the steering and brake systems tested?

Basic operating procedures

  • Was the machine operated in a smooth and competent manner?

  • Were loads kept at a safe height while being transported?

  • Was the machine operated at a safe speed for the conditions at hand?

  • Did the operator keep a clear view of the path that they were traveling?

  • Did the operator maintain an awareness of all obstacles around them and maintain the appropriate clearances? Power lines, ground crew, other equipment, etc.

  • Did the operator maintain control of the machine at all times?

  • Was the machine operated only in the designated areas?

  • Did the operator check the clearances behind the machine before backing?

  • Were all turns started in the proper position?

  • Did they check the load before lifting?

  • Did they approach and lift the load properly?

  • Were they able to load properly?

  • Was the machine parked correctly and safely?

General safety

  • Was the horn used as needed?

  • Did the operator yield to pedestrians?

  • Did the operator keep all body parts inside the cab while operating?

  • Did the operator use the seat belt and adjust the fit correctly?

  • Did the operator demonstrate competence in refueling/charging the machine?

  • Did the operator properly mount and dismount the machine?

Work or other equipment specific observations

  • Additional observations

Comments

  • Comments

  • Operator signature

  • Observer signature

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