Monthly Forklift Inspection Checklist Template – Download PDF

Monthly forklift inspection checklist template

Our monthly forklift inspection checklist is tailored for operations managers and safety leaders who need to ensure every forklift in their fleet is maintained to the highest safety and compliance standards. Unlike daily or pre-operation checklists, this template covers in-depth, periodic checks, such as hydraulic system integrity, structural wear, and long-term maintenance needs. This allows you to catch issues that develop over time and risk getting missed in routine inspections.

The UK Health and Safety Executive (HSE) found that in one-fourth of accidents related to workplace transport, lift trucks like forklifts are involved. Use this template to proactively address those risks and streamline monthly compliance. For more frequent checks, explore our daily, weekly, and maintenance-specific forklift templates.

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Preview of the template

Page 1

General Inspection

Operator's Manual present and in good condition?

Nameplate and warnings legible?

Capacity, operation, and maintenance instructions legible on nameplate?

Overhead Guard

Overhead guard in place and in good condition?

Forks

Forks are not bent, cracked, or otherwise damaged?

Fork positioning device operational?

Hydraulic System

Hydraulic fluid level is adequate?

Hydraulic system free of leaks?

Hydraulic controls function properly?

Brakes

Service brakes are operational?

Parking brake is operational?

Tires

Tires are in good condition with adequate tread?

Lights

All lights (headlights, brake lights, turn signals) are operational?

Safety Devices

Horn is operational?

Backup alarm is operational?

Frequently asked questions

Who should be responsible for completing a monthly forklift inspection checklist?

A monthly forklift inspection checklist should be completed by a qualified technician, safety manager, or maintenance supervisor. Entrusting this task to someone trained ensures inspections are thorough and documented correctly. This also allows identified issues to be addressed promptly to maintain compliance and safety.

What are the most common problems identified during monthly forklift inspections?

Common problems found during monthly forklift inspections include hydraulic leaks, worn tires, faulty brakes, damaged forks, and electrical problems. Addressing these problems early prevents larger failures, helps maintain operational efficiency, and supports a safer work environment for your team.

What should I do if a monthly forklift inspection reveals a safety issue?

If an inspection uncovers a safety concern, immediately remove the forklift from service and report the issue to your maintenance team. Addressing problems promptly prevents accidents and ensures your equipment is safe and compliant before returning to operation.

How do I customize a monthly forklift inspection checklist for my specific fleet or industry?

You can tailor a monthly forklift inspection checklist by adding checks for specialized attachments, unique operational environments, or manufacturer-recommended maintenance items. Digital solutions make customization easy, ensuring your checklist meets the specific needs of your fleet and industry regulations.

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.