Forklift Operator Safety Checklist - SafetyCulture

22/12/22 15.
37 Forklift Operator Safety Checklist - SafetyCulture
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Audit Title
Document No.
Client / Site
Conducted on 
Prepared by
Location 
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22/12/22 15.37 Forklift Operator Safety Checklist - SafetyCulture
Personnel
Plant Vehicle
Type of equipment?
MEWP MEWP
Counterbalance Reach Pedestrian (with boom) (scissor lift) Other
Forklift Forklift Forklift
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?
Yes No N/A
Date of test or refresher course? 
Has the operator an up to date authorisation to operate, signed and renewable

annually?
Yes No N/A
Date of signed authorization operate the plant vehicle 
Daily Safety Inspection
The operator completes the safety Pre-shift safety inspection correctly
Yes No N/A
The operator fully understands the capacity information plate?
Yes No N/A
The operator understands the correct fault reporting procedures?
Yes No N/A
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
Yes No N/A
Uses the seat belt correctly
Yes No N/A
Keeps body parts within the confines of the vehicle
Yes No N/A
Looks in the direction of travel
Yes No N/A
Use the horn appropriately
Safe At Risk N/A
Follows the correct procedures for an "unattended" vehicle?
Yes No N/A
Was good all round safety observation
Yes No N/A
Steering & Operating Controls
The operator:
Starts and stops smoothly
Yes No N/A
Uses assistor correctly
Yes No N/A
Travels unintentionally in the wrong direction
Yes No N/A
Brakes harshly / erratically
Yes No N/A
Releases the parking brake prior to moving off
Yes No N/A
Rides the foot brake
Yes No N/A
Operates the hydraulic controls when the lift truck is in motion
Yes No N/A
Operates and understands the controls
Yes No N/A
Competency In Load Capacity
The operator:
Matches load with the truck's capacity
Yes No N/A
Checks the load for stability
Yes No N/A
Maneuvering & Transportation
The operator:
Forks to high when traveling
Yes No N/A
Forks to low when traveling
Yes No N/A
Operates in reverse, looking in the direction of travel to the correct ratio
Yes No N/A
Operates at a speed consistent with the type of load and working conditions?
Yes No N/A
Performs safe maneuvering with the lift truck and load
Yes No N/A
Stacking & de-stacking
The operator:
Applies the park brake when operating the hydraulics
Yes No N/A
Applies neutral when operating the hydraulics
Yes No N/A
Forks arm central under the load
Yes No N/A
Fork arms not rubbing (entry / withdrawal)
Yes No N/A
Fork tips touch the stack / load
Yes No N/A
Forks / load not level
Yes No N/A
Stacked load correctly
Yes No N/A
Fork arms not fully inserted (undercut)
Yes No N/A
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
Safe At Risk N/A
Sets the direction lever to the neutral position
Safe At Risk N/A
Correctly apples forward tilt
Safe At Risk N/A
Correctly lowers the fork arms
Safe At Risk N/A
Maneuvers wheels are in the straight position
Safe At Risk N/A
Switches off and removes the key
Yes No N/A
Assessment Recommendations & Evaluations
Overall Evalution of the Operator
Excellent Good Satisfactory Re-training is advised
Recommendations
Confirmation
Full Name and Signature of Operator 
Full Name and Signature of Evaluator 
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22/12/22 15.

37 Forklift Operator Safety Checklist - SafetyCulture

Date of test or refresher course? 

Has the operator an up to date authorisation to operate, signed and renewable

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?

Operator Safety & Observation

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

Safe At Risk N/A

Follows the correct procedures for an "unattended" vehicle?

Was good all round safety observation

Steering & Operating Controls

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

Matches load with the truck's capacity

Checks the load for stability

Maneuvering & Transportation

Forks to high when traveling

Forks to low when traveling

Operates in reverse, looking in the direction of travel to the correct ratio

Performs safe maneuvering with the lift truck and load

Stacking & de-stacking

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

Correctly applies the park brake

Safe At Risk N/A

Sets the direction lever to the neutral position

Safe At Risk N/A

Correctly apples forward tilt

Safe At Risk N/A

Correctly lowers the fork arms

Safe At Risk N/A

Maneuvers wheels are in the straight position

Safe At Risk N/A

Switches off and removes the key

Assessment Recommendations & Evaluations

Overall Evalution of the Operator

Excellent Good Satisfactory Re-training is advised

Full Name and Signature of Operator 

Full Name and Signature of Evaluator 

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