Transportation Observation

• Driver Name

• Observation Type

  Select 30 Day 60 Day 90 Day Post Incident Annual Safety

  • 30 Day
  • 60 Day
  • 90 Day
  • Post Incident
  • Annual
  • Safety

• Conducted on

  Date

• Prepared by

• Location
  Address

• Route Number, Tractor Number & Trailer Number

Pre-Shift Assessment

• Driver arrives to work on time

  Yes

  No

  N/A

• Proceeds directly to hand truck area & puts equipment on trailer in a secure manner

  Yes

  No

  N/A

• Couples and proceeds to safety lane and does his pre-trip inspection using E.D.V.I.S.

  Yes

  No

  N/A

• Leaves yard in a timely manner

  Yes

  No

  N/A

Field Safety Observation

• Driver drives the posted speed limit (not to exceed 65 mph)

  Yes

  No

  N/A

• Driver uses seatbelt continuously throughout the trip

  Yes

  No

  N/A

• Driver uses a 3 point stance when entering and exiting the tractor and trailer

  Yes

  No

  N/A

• Driver displays safe driving habits throughout the route

  Yes

  No

  N/A

• Driver uses 4 way flashers while backing

  Yes

  No

  N/A

• Driver performs warm up procedures- stretches for 3-5 minutes

  Yes

  No

  N/A

• Driver turns off ignition and removes key while not in vehicle

  Yes

  No

  N/A

• Driver opens and secures trailer doors when open

  Yes

  No

  N/A

• Driver safely extends ramp and attaches it to rear of trailer (uses both hands, etc.)

  Yes

  No

  N/A

• Driver safely replaces ramp in carriage (uses both hands, lifts with legs not back, etc.)

  Yes

  No

  N/A

• Driver has hand truck properly loaded (can easily see over the top)

  Yes

  No

  N/A

• Driver proceeds down ramp in a safe manner

  Yes

  No

  N/A

• Driver demonstrates proper lifting procedures

  Yes

  No

  N/A

• Driver goes up and down steps in a safe manner (uses legs not back)

  Yes

  No

  N/A

• Empty pallets are organized to prevent tripping hazard (secured with load locks)

  Yes

  No

  N/A

• Trailer is clean and free of debris

  Yes

  No

  N/A

• If applicable, did driver utilize their safety cone while backing?

  Yes

  No

  N/A

• Driver is wearing appropriate PPE (gloves, shoes, etc.)

  Yes

  No

  N/A

Quality Assessment

• Driver is properly uniformed for work and is clean and neat

  Yes

  No

  N/A

• Driver checks invoices for credit terms, improper routing and pickup request & notes any special handling concerns

  Yes

  No

  N/A

• Driver selects all invoices for the customer and signs them before exiting cab

  Yes

  No

  N/A

• Driver puts product in proper place for customer

  Yes

  No

  N/A

• Driver reconciles delivery and accounts for refusals, shorts and damages. Makes necessary deductions and records proper return codes on invoices

  Yes

  No

  N/A

• Driver follows credit procedures

  Yes

  No

  N/A

• Driver has customer sign invoices and issues copies for customers record

  Yes

  No

  N/A

• Driver calls dispatch to report any delivery problems, delays or accidents

  Yes

  No

  N/A

Productivity

• Driver proceeds to customer, runs route as scheduled

  Yes

  No

  N/A

• Driver announces delivery to customer and surveys the premises for hazards

  Yes

  No

  N/A

• Driver moves obstacles out of the way for delivery

  Yes

  No

  N/A

• Driver organizes and down stacks load throughout the day

  Yes

  No

  N/A

• Driver uses STS to check off product. Scans over 95%

  Yes

  No

  N/A

• Driver completes paperwork throughout trip instead of waiting until the end of the trip

  Yes

  No

  N/A

General Assessment

• During the observation, driver exhibited a positive and safe attidue

  Yes

  No

  N/A

• Was the delivery free from any equipment problems, barriers or significant delays?

  Yes

  No

  N/A

• Is the driver safe or at risk for injuries associated with improper lifting?

  Safe

  At Risk

  N/A

• Is there a spill kit on the truck?

  Yes

  No

  N/A

Comments & Signature

• Comments

• Employee Signature

  Sign

• Supervisor Signature

  Sign