Template

Verification of Competency Assessment Checklist

by natalie cavanagh, from the Community

10+

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.

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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
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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Template
Forklift Operator Competency Audit Checklist
Use this forklift operator competency audit checklist to assess skills, safety behaviors, and compliance across warehouse and yard operations. Sections cover pre-shift inspections, operator observation, steering and control use, load capacity and stability, safe maneuvering and transport, stacking and de‑stacking, parking, refueling or charging (including propane handling and PPE), and trailer loading/unloading. Include sign-offs for instructor and operator. Recommended for weekly use; operators scoring below 80% should be retrained to close gaps and improve workplace safety.
by Shawn Chadwick, from the Community
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Template
Mobile Plant Safety Observation Form
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.
by Matthew Clayton, from the Community
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Template
Forklift Truck Operator Assessment Checklist
This forklift truck operator assessment template helps evaluators verify OSHA-aligned competency for powered industrial trucks, including counterbalance and reach forklifts and MEWPs. It covers training validation, pre-shift inspections, safe operation, load capacity, maneuvering, stacking, and parking. Use it to document observations, note defects, and record signatures for both operator and assessor.
by t eker, from the Community
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Verification of Competency Assessment Checklist

With SafetyCulture you can

Digitize team workflows

Reduce manual errors

Create and share inspection reports

About author

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Forklift Truck Operator Safety Evaluation 1.1

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Forklift Truck Operator Safety Evaluation 1.1

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