Template

Forklift Applicant Observation

by Camron Gregory, from the Community

10+

Use this forklift applicant observation checklist to evaluate a new or prospective operator’s competence. It covers experience screening, pre-operation safety checks, dock safety rules, load capacity awareness, controls familiarization, situational awareness, horn use, safe lifting and stacking methods, and repeatable instruction. It also verifies shutdown and parking steps, three points of contact, and captures the operator’s self-assessment and improvement areas.

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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

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
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
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Template
Forklift Operator Task Observation and Certification
This forklift operator task observation and certification checklist helps assess operator competence and compliance. Use it to verify licenses and PPE, document pre-use safety checks, and evaluate skills such as mounting, seat belt use, load handling, cornering, gradients, reversing, and shutdown. Includes assessor notes and operator acknowledgement, plus questions on high-risk controls, isolation, horn use, and pedestrian safety.
by Rudy Sanchez, from the Community
Downloads: 0
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Template
Forklift Safety Observation Checklist, 1-3 Month
This forklift safety observation checklist supports 1-3 month evaluations of operators and equipment in warehouse and logistics environments. It guides pre-use inspections, PPE compliance, equipment ID plate checks, and load capacity awareness. The checklist covers safe driving practices, visibility, speed limits, horn use at intersections, and stable load handling. It also details loading and unloading best practices, dock constraints, and parking procedures to improve compliance and reduce incidents.
by Camron Gregory, from the Community
Downloads: 10+
Get
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
Downloads: 0
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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

Get

Template

Forklift Operator Task Observation and Certification

This forklift operator task observation and certification checklist helps assess operator competence and compliance. Use it to verify licenses and PPE, document pre-use safety checks, and evaluate skills such as mounting, seat belt use, load handling, cornering, gradients, reversing, and shutdown. Includes assessor notes and operator acknowledgement, plus questions on high-risk controls, isolation, horn use, and pedestrian safety.

by Rudy Sanchez, from the Community

Get

Template

Forklift Safety Observation Checklist, 1-3 Month

This forklift safety observation checklist supports 1-3 month evaluations of operators and equipment in warehouse and logistics environments. It guides pre-use inspections, PPE compliance, equipment ID plate checks, and load capacity awareness. The checklist covers safe driving practices, visibility, speed limits, horn use at intersections, and stable load handling. It also details loading and unloading best practices, dock constraints, and parking procedures to improve compliance and reduce incidents.

by Camron Gregory, from the Community

10+

Get

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

Get

Forklift Applicant Observation

About author

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BAPKO Metal Forklift Operator Safety Evaluation

Forklift Operator Task Observation and Certification

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Forklift Truck Operator Safety Evaluation 1.1

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BAPKO Metal Forklift Operator Safety Evaluation

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