Forklift Safety Tips and Checklist

Forklift Safety Tips Image

In this article, we’ve pulled together a series of forklift safety tips for forklift operators. Putting these forklift safety tips into action should help your company reduce risks associated with forklift operation.

As you’ll see, some of the most important things you can do are to ensure that all employees receive proper forklift safety training, make sure all forklift are in proper operating condition through regular inspections and maintenance, and perform workplace hazard assessments to ensure a workplace that reduces forklift-associated hazards.

To help with this, we’ve included some helpful checklists at the bottom for performing forklift inspections and recording fuel use/battery charging on forklifts.

Forklift Safety Tips: Operational and Safety Training, Inspections, Maintenance, and Workplace Hazard Assessments

Forklifts are hazardous pieces of equipment. Because we often see them at workplaces, however, it’s easy to forget about their hazards. And that can lead to:

  • Complacency
  • Incidents, including near misses, injuries, and even fatalities

But that doesn’t mean we shouldn’t work with forklifts. It just means we should try to do so more safely.

Four great ways to improve safety while working with forklifts include:

  • Forklift operator safety training
  • Routine forklift inspections
  • Routine preventive maintenance and maintenance for repairs
  • Performing workplace hazard assessments in areas where forklifts will operate

Putting these forklift safety tips into effect at your company should give you and your fellow co-workers a better chance of going home safely at the end of the day. We’ll discuss each of the four in the sections below.

forklift stability triangle image

Forklift Safety Tip 1: Forklift Operational and Safety Training

Nobody should operate a forklift without proper operational and safety training. In fact, that’s not just a good idea, it’s required by OSHA regulations.

The OSHA standard 29 CFR 1910.178(l)(2)(ii) requires that employers develop and then put into practice a forklift operator training program based on:

  • The general principles of safe forklift operation
  • The type or types of forklifts employees will use in the workplace
  • The hazards that the use of forklifts in the work area will cause
  • General safety requirements of the standard

Trained forklift operators have to know how:

  • To do the job properly
  • To do the job safely

Forklift operators must be able to demonstrate both of the skills above through a workplace forklift operator skill demonstration and evaluation.

Forklift operator training must be completed every three years, and the employer must keep suitable records of that training.

In addition, the employer must provide the forklift operator with refresher training anytime the employee demonstrates a problem with safe forklift operation, or when circumstances change (such as the use of a new type forklift).

Forklift operator training can include many different times of training, including formal instruction (classroom-style instructor-led training, interpersonal discussions, online training, videos, written materials, and more) as well as hands-on, field-based practical training. The practical training component must include demonstrations by the trainer, practical exercises by the trainee, and evaluation of the trainee’s performance by the trainer.

Online forklift training as demonstrated in the sample forklift safety training video below can be a great part of your training program.

Some forklift safety tips that should be covered during this forklift operational and safety training include the issues covered in the sections below (inspections, maintenance, workplace hazard assessments) plus the following:

 

  • Types of forklift
  • Type of forklift to be operated
  • Engine operation
  • Refueling and/or recharging
  • Hazardous atmospheres
  • Operating instructions
  • Rear-wheel steering and how this is different than operating a car/auto
  • Center of gravity
  • Stability, instability, and the forklift stability triangle
  • Load capacity
  • Load center
  • Inspections
  • Controls
  • Surroundings–obstructions and surfaces
  • Arranging, pickup up, and unloading loads
  • Load height
  • Driving
  • Speed
  • Inclines
  • Working near people
  • Shipping containers
  • Attachments
  • Parking
  • Rollovers

For more information on this topic, read our extensive article on forklift operator training requirements; check out our article on how to use online forklift safety training as part of your forklift operator certification training program; and check out our online forklift safety training video and reducing forklift-related property damage video.

Forklift Safety Tip 2: Routine Forklift Inspections

It’s important to inspect forklifts on a routine basis to ensure that they’re in proper operating order before using them.

OSHA requires the following inspections:

  1. Pre-operation inspections with key off
  2. Pre-operation inspections with key on

In 29 CFR 1910.178(g)(7), OSHA requires all forklifts be examined at least once a day before they are placed into service. If a forklift is used around the clock, then inspections must occur after every shift.

For more information about this, please see our detailed blog post on operating a forklift, which includes a section on forklift inspections.

Also, don’t forget our forklift inspection checklists, which are available as a free download.

Forklift Inspection Image

Forklift Safety Tip 3: Forklift Maintenance

Like any machine, a forklift requires maintenance to operate properly and safely.

One of the purposes of the forklift inspections we just explained above is to identify any problems with a forklift that would require maintenance. If the forklift operator does detect a problem during an inspection, the forklift should be immediately stopped, parked, and turned off, and the forklift operator should report that the forklift needs repair.

The same is true if a forklift operator notices a problem not during the inspection but during normal operator. For example, maybe the operator suddenly hears an unusual noise, or feels an abnormal vibration. In these cases as well, report the forklift for maintenance.

When a forklift has a problem and has been reported for repair, it should be immediately removed from service and not returned to service until the problem has been fixed.

In addition to this, it’s a good idea to perform routine, regularly scheduled, preventive maintenance as well. Preventive maintenance programs have been proven to reduce hazardous incidents and have the additional benefit of saving money as well (by extending equipment life and avoiding more costly repairs, as well of course as by avoiding costs associated with incidents).

For more information about this, please see our detailed blog post on operating a forklift, which includes a section on forklift maintenance.

Forklift Safety Tip 4: Workplace Hazard Assessments

Finally, our last set of forklift safety tips has to do with observing the workplace, trying to identify any workplaces hazards that might affect the forklift, and of course using the hierarchy of controls to eliminate, reduce, or otherwise control those hazards.

Watch for the following (and other hazards) while inspecting the workplace where forklifts will operate:

Surface and ground conditions, including floor loading limits, slippery surfaces, uneven surfaces, and obstructions

  • Overhead clearances
  • Pedestrian traffic
  • Ramps and grades
  • Loading docks
  • Narrow aisles
  • Corners and doorways with limited visibility
  • Elevators
  • Enclosed areas
  • Railroad tracks
  • Floors of railroad cars and/or trucks the forklift will operate in
Forklift floor inspection image

Summary: Forklift Safety Tips

We hope you found these forklift safety tips helpful. Let us know if you have some tips of your own!

Some Other Articles We’ve Written About Forklifts

We’ve got some more articles about forklifts you may find helpful:

Online Training Courses We Offer for Forklifts

We’ve also got the following two online forklift operator courses available you may find helpful:

Our Forklift Safety Training Video

OurForklift-Reducing Product Damage online course

And don’t leave without download the free forklift safety checklists for you below.

Free Forklift Inspection & Fueling Checklists

Hope you gained some benefit from the forklift safety tips above.

As an added bonus, and as promised, we have for you a series of checklists based on materials available on OSHA’s website.

Download all four of the checklists by clicking the button below. Once you click the button, you’ll fill out a form. Next, we’ll send you an email. You click the link in the email, and you’ll get a zipped folder. That zipped folder includes all four checklists, each in PDF format. Use whichever ones work for you.

Powered Industrial Truck Safety & Operational Checklists

Here are four checklists to help with powered industrial trucks safety and operations…two for electric-powered PITs, and two for internal combustion PITs.

Download Free Checklists

 

Jeffrey Dalto

Jeffrey Dalto

Jeffrey Dalto is an Instructional Designer and the Senior Learning & Development Specialist at Convergence Training. Jeff has worked in education/training for more than twenty years and in safety training for more than ten. You can follow Jeff at LinkedIn as well.

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