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Forklift Operator Competency Audit Checklist

by Shawn Chadwick, from the Community

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.

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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
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
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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+
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ATC Forklift Operator Safety Checklist
Use this ATC Forklift Operator Safety Checklist to evaluate operator competency and safe forklift operation. Verify valid training and certification, observe starting and stopping, steering, hydraulic controls, traveling and reversing, stacking and de-stacking, and correct parking procedures. Check load matching to truck capacity and stability, then record overall evaluation, recommendations, and signatures. Edit this template to fit your site and local requirements.
by John Koch, from the Community
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Forklift Operator Competency Audit Checklist

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Forklift Truck Operator Safety Evaluation 1.1

BAPKO Metal Forklift Operator Safety Evaluation

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