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Forklift loading checklist

Forklift loading checklist

Ensures safe material handling with step-by-step verification of load weight, stability, positioning, and transport clearance to prevent workplace accidents.

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Forklift loading checklist

Ensures safe material handling with step-by-step verification of load weight, stability, positioning, and transport clearance to prevent workplace accidents.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

We created this forklift loading checklist template to address one of the most hazardous workplace operations—safely loading materials onto forklifts. This template provides a structured approach to verify load weights, assess stability, check securing mechanisms, and confirm proper positioning before transport. Studies show that forklift overturns are the leading cause of fatalities, representing about 25% of all forklift-related deaths.

By implementing this systematic checklist, you can significantly reduce accident risks, protect your operators, and maintain compliance with safety regulations. The template includes verification steps for both the operator and supervisor, ensuring multiple safety checks before any load is transported.

Related categories

  • Operational excellence templates
  • Logistics and transportation templates
  • Warehouse templates
  • Supply chain templates
Preview of the template
Entity
Forklift Condition
Forklift inspection complete
Tires in good condition
Forks in good condition
Hydraulics functioning properly
Operator Safety
Operator certified for this forklift
Seatbelt worn
Operator visibility unobstructed
Load Stability
Load weight within forklift capacity
Load evenly distributed
Load secured properly
Stacking
Loads stacked squarely
Stacking height appropriate
Aisle clearance maintained

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

A beginner's guide to pre-shipment inspectionForklift safety: A tactical guide for preventing workplace accidentsConducting effective racking inspectionsDelivery management: Your extensive guide to prompt delivery 
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Template collections

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14 free load securing and loading checklists17 powerful forklift inspection checklist templates5 free delivery order templates34 free safety inspection checklists for every industry
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Use cases

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Load safety softwareForklift inspection appLoad securing softwareDelivery and drop-off report software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

Benefits of a forklift checklist appHow to perform incoming goods inspectionsHow to measure operational excellence4 benefits of safety management and how to communicate them

Frequently asked questions

What should I do if a load fails any check on the forklift loading checklist?

If a load fails any check on the forklift loading checklist, immediately halt the loading process and notify your supervisor. The issue must be resolved before proceeding—whether that means redistributing the load, using appropriate securing mechanisms, selecting a different forklift with adequate capacity, or creating a clearer transport path with proper clearances.

How does a forklift loading checklist help prevent tip-over accidents?

A forklift loading checklist helps prevent tip-overs by requiring verification of proper weight distribution, center of gravity assessment, and load positioning on the forks. It prompts operators to check that the load is centered, stable, and within the forklift’s capacity rating before transport, addressing the factors that contribute to the 25% of forklift fatalities caused by tip-overs.

What documentation should be kept with completed forklift loading checklists?

Completed forklift loading checklists should be stored with information identifying the operator, date/time, load description, any issues identified, and corrective actions taken. For digital checklists, include photos of problematic loads or unusual configurations. This documentation provides valuable data for safety analysis and serves as evidence of due diligence during inspections or incident investigations.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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