• Type: New / Review / Follow Up

  • Forklift #, Make/Model

  • Years Experience of Driver

  • Name of Observer

  • Name of Observed

  • What time did you start audit?

  • What date was last observation of this person conducted?

  • Has you reviewed the previous observation of this person before starting this one?

Before Operations

  • 1. Pre-use inspection completed?

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  • 2. PPE worn properly?

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  • 3. Equipment issues reported if found in pre-use inspection?

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  • 4. Id plate is visible on lift?

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  • 5. Does operator know the load capacity of the lift?

  • 5a. What is the load capacity of the lift?

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Getting on and off the lift

  • 6. Operator uses 3 point contact when getting on and off the lift?

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  • 7. Forks are lowered and placed on the floor when leaving the forklift?

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  • 8. Parking brake is always set before leaving the forklift?

  • 9. Forklift is switched off and key is maintained in specified place when ending operations?

Forklift Operations

  • 10. Forklift path is checked for obstructions before proceeding on the forklift?

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  • 11. Quick starts and/or stops are not performed?

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  • 12. Specified speed limit is followed?

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  • 13. Material has been checked for any damages or unstable stacks?

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  • 14. Loads on pallet are transported after confirming that the load is stacked safely and in stable condition?

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  • 15. Forklift is paused and position of the forks are confirmed before inserting forks?

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  • 16. Forks are in the pallet properly?

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  • 17. Loads are lifted/lowered correctly without movement of wheels on lift?

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  • 18. Forklift is not driven with loads higher than 4-6 inches from the surface?

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  • 19. The forklift mast is tilted back to maintain loads during operations?

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  • 20. The operator drives in reverse when the view is obstructed?

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  • 21. Operator stops and sounds horn at intersections?

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Loading and Unloading

  • 22. Unsafe behavior such as riding on the trucks or mast is not performed?

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  • 23. Product is loaded and stacked properly during the loading/unloading process?

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  • 24. No single item is loaded that exceeds the back rest that is considered to be unsafe for travel?

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  • 25. All dock constraints are utilized during the loading/unloading process?

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General Observations

  • 26. Operator knows stack height and travel height of items (s)he is carrying at the time of questioning?

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  • 27. Either witnessed or answered in questioning, operator knows required PPE for changing/charging fuel of lift they are operating?

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  • 28. When asked, operator knows what to do in event of power outage in the building? (Stop lift and walk, don't drive lift)

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  • 29. Seat belt worn at all times during operation of lift?

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  • 30. No uncapped drinks present on forklift?

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Physical Examination of lift truck

  • 31. Operator can demonstrate and describe inspection of lift?

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  • 32. Operator can demonstrate and describe inspection of raise/lower?

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  • 33. Operator can demonstrate and describe inspection of horn?

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  • 34. Operator can demonstrate and describe inspection of tires?

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  • 35. Operator can demonstrate and describe inspection of oil leaks?

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  • 36. Operator can demonstrate and describe inspection of brakes?

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  • 37. Operator can demonstrate and describe inspection of hour meter?

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  • 38. Operator can demonstrate and describe inspection of mast chains?

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  • 39. Ask operator for five safety rules to follow at loading/receiving dock. This can include chock wheels, operator safety, wear ppe, proper lighting, watch for others, warn others, hold handrail, glad hand, horn usage exiting trailer, other... List replies

  • 40. Ask operator for five safety rules to follow at refueling stations. They can include proper ppe, plug/unplug procedures, no smoking, clean up procedures, msds, eye wash stations, shut off lift, other... List replies

  • What time did you end audit?

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