Information

  • Operator Name

  • Conducted on

  • Prepared by

  • Location

Equipment

  • Type of equipment?

Operator Details

  • If an operator has no proof of training held on record, they can operate the equipment under supervision once this form has been sent to the safety and training departments, who then can evaluate the operator and issue or update the operator certification.

  • Operator has taken the theoretical portion of the training and is aware of company procedures e.i. inspections, choking wheels, stability?

  • Date of theoretical training course?

  • Does the operator have experience operating this type of equipment.

  • How many years of experience?

  • Operator Signature

Daily Safety Inspection

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

  • The operator fully understands the capacity information plate including lateral load?

  • The operator understands the correct fault reporting procedures?

  • The operator completes a workplace inspection holes, drop off, overhead etc?

  • Operator performs visual checks?

  • Operator performs function check of the controls?

  • If a fault has been found, the equipment must be parked in a safe place and the fault must reported to the jobsite supervisor.

Operator Safety Evaluation

  • The operator:

  • Mounts / dismounts correctly

  • Is competent and smooth operation of controls

  • Keeps body parts within the confines of the vehicle while in motion.

  • Is aware of all clearances?

  • Looks in the direction of travel

  • Travels with platform at a safe height?

  • Positions platform at a safe distance from obstacles?

  • Checks below before lowering the platform?

  • Uses a harness attached to the anchor point in the basket. (boom lift)

  • Follows company procedures and manufacturer recommendations.

  • Is the operator familiar with the specific equipment?

Steering & Operating Controls

  • The operator:

  • Maintains control at all times?

  • Uses controls correctly

  • Operates and understands the specific controls of the equipment.

Risk Assessment

  • Operator Knows the risks associated with operating equipment

  • Name risk associated with platform operation

  • Operator shall only operate MEWP's that he is authorized, trained and familiarized with prior to safe operation of the platform.

  • Is operator familiar with emergency procedures?

  • What are the emergency procedures required when operating MEWP's ?

Assessment Recommendations

  • Overall Evaluation of the Operator

  • Does the operator comply with the overall safe operating procedures to prevent incidents?

  • Recommendations

ACKNOWLEDGMENT

  • Full Name and Signature of Operator

  • Full Name and Signature of Evaluator

Operator Details

  • Operator ha taken the theoretical portion of the training and is aware of company procedures e.i. inspections, familiarization, stability?

  • Date of theoretical training course?

  • Does the operator have experience operating this type of equipment.

  • How many years of experience?

  • Operator Signature

Daily Safety Inspection

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

  • The operator fully understands the capacity information plate including at different ranges?

  • The operator understands the correct fault reporting procedures?

  • Operator is familiar with stability triangle?

  • The operator completes a workplace inspection holes, drop off, overhead etc?

  • Operator performs visual checks?

  • Operator performs function check of the controls?

  • Operator wears seat belt?

  • If an fault has been found, the equipment must be parked in a safe place and the fault must reported to the jobsite supervisor.

Operating Procedures

  • The operator:

  • Mounts / dismounts correctly

  • Is competent and smooth operation of controls

  • Looks back before moving?

  • Is aware of all clearances (side, overhead, rear)?

  • Looks in the direction of travel

  • Travels with load and forks at a safe height?

  • Travels at a safe speed for all conditions?

  • Checks load before lifting it?

  • Places load on forks correctly and cradles the load (tilt)

  • Follows company procedures and manufacturer recommendations.

  • Places and pulls out load correctly?

Assessment Recommendations & Evaluations

  • Overall Evaluation of the Operator

  • Recommendations

ACKNOWLEDGMENT

  • Full Name and Signature of Operator

  • Full Name and Signature of Evaluator

  • If an operator has no proof of training held on record, they must not operate the equipment until the safety and training departments can evaluate them and issue an operator certification. If they have proof of training from another company and it is not expired, they can operate equipment under supervision once this form has been sent to the safety and training departments who then can evaluate the operator and issue or update the operator certification.

Operator Details

  • If an operator has no proof of training held on record, they can operate the equipment under supervision until safety department can evaluate them and issue an operator certification.

  • Operator has taken the theoretical portion of the training and is aware of company procedures e.i. inspections, center of gravity, stability, sideslope and grade?

  • Date of theoretical training course?

  • Does the operator have experience operating this type of equipment.

  • How many years of experience?

  • Operator Signature

Daily Safety Inspection

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

  • The operator fully understands the capacity information plate including stability?

  • The operator understands the correct fault reporting procedures?

  • The operator completes a workplace inspection holes, drop off, overhead etc?

  • Operator performs visual checks?

  • Operator performs function check of the controls?

  • If an fault has been found, the equipment must be parked in a safe place and the fault must reported to the jobsite supervisor.

Operating Procedures

  • The operator:

  • Mounts / dismounts correctly

  • Is competent and smooth operation of controls

  • Sets up correctly

  • ensures ground is firm and stable

  • cutting edge at correct angle

  • Curls back to secure load?

  • Swings boom safely?

  • Is aware of all clearances?

  • Correct placement of soil?

  • Levels bottom of trench

  • Operates and understands the specific controls of the equipment.

  • Follows company procedures and manufacturer recommendations.

Risk Assessment

  • Operator Knows the risks associated with operating the backhoe

  • Review risks associated with platform operation

  • Operator shall only operate equipment that he is authorized, trained and familiarized with prior to operation.

  • Is operator familiar with emergency procedures?

  • What are the emergency procedures required when operating MEWP's ?

General safety

  • Is aware of activity in the work area

  • Ropes area as required

  • Uses all safety devices (boom transport & pivot locks)

Assessment Recommendations & Evaluations

  • Overall Evaluation of the Operator

  • Recommendations

ACKNOWLEDGMENT

  • Full Name and Signature of Operator

  • Full Name and Signature of Evaluator

  • If an operator has no proof of training held on record, they must not operate the equipment until the safety and training departments can evaluate them and issue an operator certification. If they have proof of training from another company and it is not expired, they can operate equipment under supervision once this form has been sent to the safety and training departments who then can evaluate the operator and issue or update the operator certification.

OPERATOR EXPERIENCE

  • Operator has taken the theoretical portion of the training and is aware of company procedures e.i. inspections, choking wheels, stability?

  • Date of theoretical training course?

  • Does the operator have experience operating this type of equipment?

  • How many years of experience?

  • Operator Signature

DAILY SAFETY INSPECTION

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

  • The operator fully understands the capacity information plate including lateral load?

  • The operator understands the correct fault reporting procedures.

  • The operator completes a workplace inspection holes, drop off, overhead etc.

  • Operator performs visual checks.

  • Operator performs function check of the controls.

  • If a fault has been found, the equipment must be parked in a safe place and the fault must reported to the jobsite supervisor.

OPERATOR SAFETY EVALUATION

  • Does the operator:

  • Mounts / dismounts correctly

  • Is competent and smooth operation of controls

  • Keeps body parts within the confines of the vehicle while in motion.

  • Is aware of all clearances?

  • Looks in the direction of travel?

  • Travels with platform at a safe height?

  • Positions platform at a safe distance from obstacles?

  • Checks below before lowering the platform?

  • Uses a harness attached to the anchor point in the basket. (boom lift)

  • Follows company procedures and manufacturer recommendations.

STEERING AND OPERATING CONTROLS

  • Does the operator:

  • Always maintains control of the equipment

  • Uses controls correctly

  • Operates and understands the specific controls of the equipment.

  • Has become familiar with the specific equipment operation, capacities, control layout, company procedures and manufacturer recommendations.

  • Is the operator familiar with the specific equipment?

RISK ASSESMENT

  • Operator Knows the risks associated with operating equipment

  • Name risk associated with platform operation

  • Operator shall only operate MEWP's that he is authorized, trained and familiarized with prior to safe operation of the platform.

  • Is operator familiar with emergency procedures?

  • What are the emergency procedures required when operating MEWP's ?

ASSESMENTS AND RECOMMENDATIONS

  • Overall Evaluation of the Operator

  • Does the operator comply with the overall safe operating procedures to prevent incidents?

  • Recommendations

ACKNOWLEDGMENT

  • Full Name and Signature of Operator

  • Full Name and Signature of Evaluator

  • If an operator has no proof of training held on record, they must not operate the equipment until the safety and training departments can evaluate them and issue an operator certification. If they have proof of training from another company and it is not expired, they can operate equipment under supervision once this form has been sent to the safety and training departments who then can evaluate the operator and issue or update the operator certification.

Operator Details

  • If an operator has no proof of training held on record, they can operate the equipment under supervision until safety department can evaluate them and issue an operator certification.

  • Operator has taken the theoretical portion of the training and is aware of company procedures e.i. inspections, center of gravity, stability, sideslope and grade?

  • Date of theoretical training course?

  • Does the operator have experience operating this type of equipment.

  • How many years of experience?

  • Operator Signature

Visual Checks

  • Bucket grapple and lift arms

  • Condition of all pins, cylinders and hoses

  • Guards covers and decals

  • cab/ROPS, windows, & steering

  • Fluid Levels and leaks

Equipment

  • What type of equipment is going to be operated?

  • Equipment type

  • Manufacturer

Operator Familiarization

  • seat belt / lap bar (on)

  • Instrument Familiarization (readings warning lights)

  • All hydraulic functions (lift, tilt, / grapple)

  • Brakes and steering

  • Is operator familiar with safe operating procedures?

Operating Evaluation

  • Proper gear and direction

  • Explain reason for deficiency

  • Bucket and Grapple at a safe height

  • Explain reason for deficiency

  • Explain reason for deficiency

  • Approaches load correctly

  • Explain reason for deficiency

  • secures load / safe travel height

  • Explain reason for deficiency

  • Operator is aware of all clearances

  • Explain reason for deficiency

  • Checks back before moving

  • Explain reason for deficiency

  • Operates at a proper speed for the conditions

  • Explain reason for deficiency

  • Drives with a clear vision

  • Explain reason for deficiency

  • Operates attachment safely and correctly (If any attachments are used)

  • Operator is aware of activity in work area?

  • Explain reason for deficiency

  • Gives pedestrians the right of way

  • Explain reason for deficiency

  • Operator uses all safety devices (lift arm support / steering lock)

  • Explain reason for deficiency

  • Proper procedures for mounting and dismounting the vehicle

  • Explain reason for deficiency

Work Specific Topics

  • Are there any worksite specific topics or hazards that operator must be aware of?

  • Please explain such topics and a plan to approach them?

Risk Assessment

  • Operator Knows the risks associated with operating the backhoe

  • Review risks associated with platform operation

  • Operator shall only operate equipment that he is authorized, trained and familiarized with prior to operation.

Assessment Recommendations & Evaluations

  • Overall Evaluation of the Operator

  • Recommendations

ACKNOWLEDGMENT

  • Full Name and Signature of Operator

  • Full Name and Signature of Evaluator

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.