Template

Mobile Plant Safety Observation Form

by Matthew Clayton, from the Community

Use this Mobile Plant Safety Observation Form to evaluate operator competency and safe use of forklifts, MEWPs, and other plant vehicles. Sections cover verification of current training, date of test or refresher, daily pre-start inspection, fault reporting, safe mounting and seatbelt use, situational awareness, horn use, unattended vehicle procedures, smooth starting and stopping, parking brake release, correct use of hydraulic and other controls, load matching and stability, travel speed and fork height, safe manoeuvring around pedestrians, stacking and de-stacking practices, and parking shutdown steps. Includes assessor evaluation, comments, and digital signatures for traceability. Ideal for construction, warehousing, and industrial sites; customize to suit your operation.

With SafetyCulture you can

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

With SafetyCulture you can

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

About author

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.

Template
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
Downloads: 10+
Get
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
Downloads: 0
Get
Template
Verification of Competency Assessment Checklist
This Verification of Competency assessment checklist helps assess operators of plant and equipment across high-risk tasks. It includes assessor qualification requirements, operator details and licensing checks, and a comprehensive review of pre-shift inspections, safety behaviors, and operating controls. Sections cover load capacity competency, manoeuvring and transport practices, and forklift-specific stacking and de-stacking. Parking procedures, fault reporting, and sign-off fields for assessor and operator are included to support compliance and safe operation.
by natalie cavanagh, from the Community
Downloads: 10+
Get
Template
Forklift Operator Safety Evaluation
Evaluate forklift operator competence with a structured checklist for powered industrial trucks. Assess pre shift inspections, understanding of the capacity plate, safe mounting and dismounting, seatbelt use, visibility and horn use, and unattended vehicle procedures. Review smooth starts and stops, steering and brake use, and correct operation of hydraulic controls. Verify load capacity matching, load stability, and safe maneuvering at appropriate speeds in forward and reverse. Check stacking and de stacking practices including entry and withdrawal, fork level, correct set down, undercut limits, and safe load placement. Confirm safe parking steps including park brake, neutral, forward tilt, forks lowered, wheels straight, and key removal. Use this free template to standardize evaluations and improve workplace safety.
by Jeff Trout, from the Community
Downloads: 0
Get

Mobile Plant Safety Observation Form

About author

You might also like

On-Site Vehicle Safety Observation Form

BAPKO Metal Forklift Operator Safety Evaluation

Verification of Competency Assessment Checklist

Forklift Operator Safety Evaluation

You might also like

On-Site Vehicle Safety Observation Form

BAPKO Metal Forklift Operator Safety Evaluation

Verification of Competency Assessment Checklist

Forklift Operator Safety Evaluation