Title Page

  • Driver audited

  • Conducted on

  • Prepared by

  • Location



  • Able to identify species, classes, lengths

  • Can naviagate yard layout, where to find classes/lengths

  • Able to recognize quality control issues

  • Understands work orders

  • Understands mobile transport (MT) load capacity & follows capacity parameters

  • Understands weight distribution concepts as loads are set on trucks

  • Understands hand instructions to use with drivers while loading trucks

  • Bell licensing process completed

  • Knows how to separate pole piles in bunk when combining species or class

  • Knows the importance of avoiding picking up dirt with the poles (prevents debris from entering the treating tube)

SKILLS: Safety

  • Knows where other machines and foot traffic are before lifting/lowering load

  • Maintains safe distance between machine/load and other equipment or foot traffic

  • Uses mirrors and checks blind spots, in addition to back-up cameras

  • Uses radio to communicate with other operators nearby

  • Always yields to foot traffic

  • Uses 3 points of contact when entering and exiting machine

  • Uses cell phone for work related communication and does so while stationary

  • Always wears seatbelt when vehicle is in operation

SKILLS: Maintenance

  • Able to check fluids, is familiar with sight glasses/dipsticks and their locations

  • Pre- and Post-Trip: Can properly inspect tires, body, boom, and grapple assembly and identify problems

  • Able to complete daily SwipeGuide Checklist or related paperwork to report a maintenance issue

  • Able to grease and/or check levels if machine has auto-greasing feature

  • Able to fuel equipment properly

SKILLS: Operation

  • Varied terrain operation--adjust speed/load/path based on conditions

  • Maintains steady operation and control when moving over rough or varied terrain

  • Able to find balance point of the load

  • Picks up load properly with no damage

  • Travels with load properly with no damage

  • Able to navigate corners safely with a full load with no damage

  • Lowers load properly with no damage

  • Parks properly

  • Watches and understands gauges and temperatures

  • Able to recognize and communicate machine maintenance issues or damage

  • Keeps active or calls for help & direction as needed - no idle time

SKILLS: Production

  • Able to load skids correctly

  • Able to alert crew to quality control issues

  • Completes work orders accurately

  • Able to maintain a work pace that meets production standards

  • Catches on to new skills/instructions w/o needing to be retaught more than 2 or 3 times

SKILLS: Shipping (Truck)

  • Keeps accurate counts on class and length while loading

  • Sets loads properly, applying good weight distribution

  • Follows hand instructions while loading; communicates with drivers on weight distribution and direction of tips/butts

  • Accurately completes required paperwork (BOL, Load Slip, etc.)

SKILLS: Treating Plant

  • Able to load trams

  • Able to unload trams

  • Able to accurately tally load

  • Accurately completes required paperwork

  • Communicates properly with treating staff during and after tram loading

  • Can use the tube capacity template properly when guaging a full tram charge


  • Growth mindset: will take input from others (critic, new operator strategies, methods for improvement)

  • Responsive to Supervision critic

  • Capable Communicator

  • Capable Planner and Organizer

  • Demonstrates initiative

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.