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Use a forklift inspection checklist template to keep operators safe

This is a comprehensive forklift inspection checklist that can be used by managers to audit the competency of the forklift operator and lifting gear and ensure the overall safe operation of the forklift. Begin by assessing the operator’s competency by checking for a valid certificate of training and that they are in compliance with LOLER regulations.

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Audit
Plant Vehicle
Type of equipment?
Other type
Operator Details
If an operator has no proof of training held on record, they must not operate a forklift truck until proof of training competency has been proven
Has the operator a valid certificate of training that has been passed or refreshed within the last three years?
Date of test or refresher course?
Has the operator an up to date authorisation to operate, signed and renewable annually?
Date of signed authorization operate the plant vehicle
Daily Safety Inspection
The operator completes the safety Pre-shift safety inspection correctly
The operator fully understands the capacity information plate?
The operator understands the correct fault reporting procedures?
If a fault has been found, the lift truck must be parked up in a safe place and the key removed. The fault must be made to a member of the management team.
Operator Safety & Observation
The operator:
Mounts / dismounts correctly
Uses the seat belt correctly
Keeps body parts within the confines of the vehicle
Looks in the direction of travel
Use the horn appropriately
Follows the correct procedures for an "unattended" vehicle?
Was good all round safety observation
Steering & Operating Controls
The operator:
Starts and stops smoothly
Uses assistor correctly
Travels unintentionally in the wrong direction
Brakes harshly / erratically
Releases the parking brake prior to moving off
Rides the foot brake
Operates the hydraulic controls when the lift truck is in motion
Operates and understands the controls
Competency In Load Capacity
The operator:
Matches load with the truck's capacity
Checks the load for stability
Maneuvering & Transportation
The operator:
Forks to high when traveling
Forks to low when traveling
Operates in reverse, looking in the direction of travel to the correct ratio
Operates at a speed consistent with the type of load and working conditions?
Performs safe maneuvering with the lift truck and load
Stacking & de-stacking
The operator:
Applies the park brake when operating the hydraulics
Applies neutral when operating the hydraulics
Forks arm central under the load
Fork arms not rubbing (entry / withdrawal)
Fork tips touch the stack / load
Forks / load not level
Stacked load correctly
Fork arms not fully inserted (undercut)
It is some times necessary to undercut a load due to the nature of where it is to be located. It must remain within the limits of the capacity plate.
Parking
The operator:
Correctly applies the park brake
Sets the direction lever to the neutral position
Correctly apples forward tilt
Correctly lowers the fork arms
Maneuvers wheels are in the straight position
Switches off and removes the key
Assessment Recommendations & Evaluations
Overall Evalution of the Operator
Recommendations
Confirmation
Full Name and Signature of Operator
Full Name and Signature of Evaluator
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Ensuring Safety and Efficiency: Understanding the Forklift Inspection Checklist


A forklift inspection checklist is a crucial tool for maintaining safety standards and optimizing the performance of forklifts in various workplaces. It serves as a systematic guide for conducting regular inspections of forklifts, helping to identify potential hazards and mechanical issues, and ensuring compliance with safety regulations.


The checklist typically includes a series of checkpoints covering vital components of the forklift, such as brakes, steering, tires, hydraulics, lights, and safety features. Operators or designated personnel use this checklist to inspect each item thoroughly, noting any signs of wear, damage, or malfunctions.


By following the forklift inspection checklist, organizations prioritize the well-being of operators and those working in proximity to forklift operations. Regular inspections help prevent accidents, minimize downtime due to mechanical failures, and maintain a safe working environment.


Please note that this checklist template is a hypothetical appuses-hero example and provides only standard information. The template does not aim to replace, among other things, workplace, health and safety advice, medical advice, diagnosis or treatment, or any other applicable law. You should seek your professional advice to determine whether the use of such a checklist is appropriate in your workplace or jurisdiction.
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