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Earth Moving Equipment Operator Evaluation

10+

This earth moving equipment operator evaluation template supports both theory and practical assessment for excavators and loader backhoes. It covers responsibilities for safe operation, ROPS protection, stability and counterweight principles, shoring, use of stabilizers, and safe loading and travel. The form includes workplace inspections, general and basic operating procedures, hazard awareness, attachment use, and capacity limits. It records training hours under a qualified supervisor, test scores, hands-on timings, load counts, comments, and required signatures for pass or fail.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions .

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Forklift Truck Operator Safety Evaluation 1.1

This forklift truck operator safety evaluation checklist helps assess operator competency and safe practices across the full task cycle. It covers assessor competency requirements (PUWER Regulation 9), verification of operator training and authorization, pre‑shift safety inspections, understanding of capacity plates and fault reporting, safe mounting and dismounting, seatbelt use, observation and signaling, control use, load handling and stability, maneuvering and speed, stacking and de‑stacking technique, and safe parking procedures. The form guides assessors to document findings, recommend corrective actions, and complete evaluations with comments and signatures for both operator and assessor.

by Michael North, from the Community

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Zekelman EWP Practical Evaluation

This practical evaluation checklist helps assess elevated work platform operators on the competencies taught in theory and on the job training. It covers pre-operational requirements such as correct PPE use, safety harness inspection, and completion of pre-use checks. Visual checks include guardrails and deck extensions, manuals, wheels and tires, boom or scissor arms, fluid levels, guards and decals, capacity plate, and anchorages. Function checks verify alarms and warning devices, controls at both stations, outriggers and stabilizers, emergency and auxiliary controls, direction and speed, brakes, and steering. Basic operating procedures assess smooth control, safe travel height and speed, line of sight, awareness of clearances, operating only in approved areas, positioning before elevating, maintaining safe distances from hazards, checking below before lowering, and safe parking. General safety covers planned path, pedestrian interaction, keeping within guardrails, charging competency, and three points of contact. Includes evaluator comments and signatures.

by Mirzada Zahic, from the Community

30+

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Operator Proficiency Evaluation Checklist

Use this comprehensive operator proficiency evaluation checklist to assess equipment operators across MEWP, RTFL, skid steer, backhoe, and more. Verify proof of training, dates, and experience; review daily pre-shift inspections; confirm understanding of capacity plates, stability, and fault reporting; and observe core operating behaviors like control use, travel height, and clearances. Includes sections for risk assessment, emergency procedures, and equipment-specific evaluations, plus recommendations and signatures for both operator and evaluator to drive continual safety improvement.

by Tyler Jenkins, from the Community

10+

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OSHA Operator Evaluation Checklist for Cranes

Evaluate crane operator competency and document compliance with OSHA using this operator evaluation checklist. Cover assembly and disassembly, setup and matting, leveling, underground utility awareness, swing radius protection, fueling, pre use inspections, pre lift testing, weather considerations, safe mounting and dismounting, determining load weight, reading load charts and line capacity, rigging requirements and standard signals. Verify safe swing paths, operational limits, dynamic loading practices, travel with or without load, exclusion zones, electrical line clearance, loading and unloading, unattended load controls, critical lift dry runs, and routine maintenance. Record findings and determine if the operator is qualified for the specific machine and task, with evaluator signature for verification.

by Frank Peluso, from the Community

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Powered Industrial Truck Operator Safety Evaluation

Evaluate forklift operator competency with a structured checklist covering training completion, certification currency, and pre-shift safety inspections. Observe safe practices including mounting and dismounting, seatbelt use, pedestrian awareness, signaling, and navigating intersections and ramps. Assess familiarity with controls, smooth operation, and correct use of hydraulics. Verify load capacity matching, load stability, and safe travel heights. Evaluate maneuvering, stacking and de-stacking techniques, and proper parking procedures. Capture recommendations, pass/fail outcomes, and signatures to document compliance and improve workplace safety.

by Hunter Hawa, from the Community

10+

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Template

BAPKO Metal Forklift Operator Safety Evaluation

Evaluate forklift operator competency for Powered Industrial Trucks with a structured checklist. Sections cover pre shift safety inspection, operator safety and observation, steering and control use, load capacity checks, maneuvering and transportation, stacking and de stacking, and safe parking procedures. The form guides assessors to verify seatbelt use, body positioning, directional awareness, horn use, hydraulic control, speed, fork positioning, load stability, and shutdown steps. Includes fields for equipment data, location, assessor comments, overall evaluation, and signatures to document training and compliance.

by Jeff Trout, from the Community

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