• Conducted on

  • Prepared by

  • Employee being evaluated

  • Location
  • PIT Information


  • Follow the Operator's Daily Checklist

  • Look for damage

  • Document all findings on the checklist

  • Operator inspects/wears seatbelt


  • Stop with the fork tips about 1 foot from the load

  • Square up on the center of the load

  • Clear personnel from the area near the load

  • Level the forks; then slowly drive forward until the load contacts the carriage

  • Lift the load carefully and smoothly until it is clear

  • Tilt the mast back slightly to stabilize the load

  • Look over both shoulders

  • After out and stopped, lower the load to travel height


  • Do not lower or raise the load and forks while traveling

  • Maintain a safe speed

  • Observe all traffic rules, warning signs, floor load limits and overhead clearances

  • Keep arms and legs inside of the forklifts

  • Follow other vehicles at a safe distance

  • Slow down when going around corners

  • Use the horn to alert others

  • Stop smoothly


  • Making sure there is sufficient clearance for the load

  • Clear personnel near the load

  • Square up to the location; then stop about 1 foot away

  • Raise the load to placement level

  • Move slowly forward

  • If the load is on a pallet, lower it into position and lower the forks further

  • Look over both shoulders before backing out

  • Back straight out until the forks have cleared

  • Lower the forks into travel position


  • Fully lower the forks

  • Neutralize the controls

  • Set the brakes

  • Turn off the power

  • Based on my evaluation, the operator has _________________________ completed the evaluation and hands-on training in operating the above referenced equipment.

  • Evaluator Signature

  • Operator Signature

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.