Template

BAPKO Metal Forklift Operator Safety Evaluation

by Jeff Trout, from the Community

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.

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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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Template
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
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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
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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
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BAPKO Metal Forklift Operator Safety Evaluation

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