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Energy Transfer Mobile Equipment Evaluation

by Rahn Monreal, from the Community

This mobile equipment operator evaluation checklist helps assess competence and safety across key areas. It covers pre-site and external inspections, identification of warning labels and fuel type, locating manuals and safety systems, and understanding control functions and starting procedures. Operational behaviors include proper startup, situational awareness, smooth and safe travel, maneuvering in all directions, visibility and signaling, reversing with clear sight, and correct shutdown and parking. The form concludes with operator and evaluator signatures for verification.

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Eliminate mistakes made by paper-based processes

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Confirm accountability and compliance with a digital log

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Community

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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Energy Transfer S-270-B Forklift Operator Evaluation
This Energy Transfer S-270-B Forklift Operator Evaluation template helps assess operator competency and compliance. It covers pre-operational inspection, load distribution and stability, tine positioning, safe pickup and lowering, overhead clearance checks, and controlled backing. Traveling criteria include speed control, signaling, looking in the direction of travel, intersections, ramps, braking, and keeping limbs inside the running lines. Stacking and unstacking standards address centering, lift speed, placement, and clearing the pallet. Safety practices include seatbelt use, refueling or cylinder change, and battery charging with PPE and correct charger hookup. The form concludes with certification verification and required evaluator and operator signatures.
by Rahn Monreal, 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
Downloads: 10+
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On-Site Vehicle Safety Observation Form
This on-site vehicle safety observation form helps supervisors evaluate operator competency and safe practices for mobile plant such as forklifts, MEWPs, tractors, 360 grabs, and tow trucks. It covers verification of training and certification, daily pre-shift inspections, safe mounting and dismounting, seatbelt use, visibility and horn use, unattended vehicle procedures, smooth control of steering and hydraulics, matching load to capacity, stability checks, safe maneuvering with pedestrians, stacking and de-stacking, and correct parking and shutdown. Includes assessor evaluation, comments, and signatures to document findings and actions.
by Matthew Clayton, from the Community
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Energy Transfer Mobile Equipment Evaluation

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Forklift Truck Operator Safety Evaluation 1.1

Energy Transfer S-270-B Forklift Operator Evaluation

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