Forklift OJT

Qualification

HDQ Training/Forklift OJT Qualification -2- Revised 09/06/2017

ON THE JOB EQUIPMENT TRAINING

DESIGNATED EVALUATOR

Hands-on equipment training is to be conducted by a station “Designated Evaluator”. The

designated evaluator is an experienced Forklift Operator selected by the Station Manager that

has complete documented training records and is fully competent to operate each type of forklift

they will be qualifying new employees to operate.

The “Designated Evaluator” will fully explain all the operating functions, gauges, brakes, daily

preventive maintenance checks, and operational safety requirements of each type of forklift to

every new employee. The “Designated Evaluator” will observe each employee ability to operate

each type of equipment in a practice area well away from any aircraft.

Each different equipment model type can have substantial differences and is to be considered a

different piece of equipment, requiring complete and separate training instructions.

Individual employee evaluations will vary and continue as needed until the “Designated

Evaluator” is confident that the employee has demonstrated complete understanding and

competency in the SAFE operation of each type of forklift. The “Designated Evaluator” must NEVER sign off any employee that they are not fully

confident can and will SAFELY operate the equipment taught.

No employee is allowed to operate any equipment unsupervised without the “Designated

Evaluator’s” completed and signed training acknowledgement on file in their individual training

record.

The “Designated Evaluator” is required to re-evaluate all Forklift Operators every three years

and complete new hands on training record acknowledgements.

An Operator Permit Card is to be issued to each qualifying employee showing the specific

Forklift they are trained to operate. A new Operator Permit Card will be issued every three

years following recurrent qualification.

Prerequisite: Employee must successfully complete the Forklift Safety CBT training modules prior to

OJT practical training.

HDQ Training/Forklift OJT Qualification -3- Revised 09/06/2017

The maneuvering practice drill illustrations outlined in this packet are to provide the

Evaluator with guidance and practice exercises for the operator trainees’ practical skills

portion of the OSHA requirements for certification.

Instructor’s Note: Please leave adequate time to prepare and train each individual

appropriately.

These tasks shall be demonstrated first by the Evaluator as a minimum standard to assist

in building practical skills for safe forklift operations:

• Demonstrate driving a lift truck in a straight line, in both a forward and backward

direction.

• Demonstrate driving a lift truck in a circle, in both a forward and backward

direction.

• Demonstrate driving a lift truck in tight spots, making smooth turns, in both a

forward and backward direction.

The Trainee shall practice under Evaluator supervision and be able to:

• Drive a lift truck in a straight line, in both a forward and backward direction.

• Drive a lift truck in a circle, in both a forward and backward direction.

• Drive a lift truck in tight spots, making smooth turns, in both a forward and

backward direction.

HDQ Training/Forklift OJT Qualification -4- Revised 09/06/2017

HDQ Training/Forklift OJT Qualification -5- Revised 09/06/2017

These tasks shall be demonstrated first by the Evaluator as a minimum standard to assist

in building practical skills:

• Demonstrate driving up and down an incline without a load. (if applicable)

• Demonstrate driving up and down an incline with a load. (if applicable)

• Demonstrate picking up a load from a stack of boxes (3 high) and moving each to a

new area. (Use simulated loading dock set up)

• Demonstrate parking and shutting down a lift truck.

The Trainee’s shall practice under Evaluator supervision and be able to:

• Drive up and down an incline without a load. (if applicable)

• Pick up a load, driving up and down an incline with a load. (if applicable)

• Pick up a load from a stack of boxes (3 high) and move each to a new area in a

simulated loading dock set up.

• Park and shut down a lift truck.

HDQ Training/Forklift OJT Qualification -6- Revised 09/06/2017

HDQ Training/Forklift OJT Qualification -7- Revised 09/06/2017

These shall be demonstrated by the Evaluator first as a minimum standard to assist in

building practical skills:

• Demonstrate picking up a load and placing it in a simulated trailer.

The Trainee’s shall practice and be able to:

• Pick up a load and place it in a simulated trailer.

HDQ Training/Forklift OJT Qualification -8- Revised 09/06/2017

Forklift Operator Evaluation Form

Instructions: Use this checklist during the field session to evaluate operator proficiency. It can also be used for

periodic evaluation to ensure that operators are continuing to operate forklifts properly. A different form must be used

for each type of Forklift.

OPERATOR BEHAVIORS PASS RATING COMMENTS

Pre-use Inspection 1. Follow Operator’s Daily Checklist YES NO

2. Document all findings on the checklist

YES NO

Traveling 1. Does not raise or lower the load and forks while traveling YES NO

2. Maintain a safe speed (5 MPH)

YES NO

3. Observe all traffic rules, warning signs, floor load limits

and overhead clearances

YES NO

4. Keep arms and legs inside the forklift

YES NO

5. Follow other vehicles at safe distance

YES NO

6. Slow down when cornering

YES NO

7. Use the horn to alert others

YES NO

8. Travel with the load facing uphill while on a ramp or

incline

YES NO N/A

9. Stops smoothly

YES NO

10. Yields to pedestrians YES NO

11. Maintains proper height of forks while traveling without

a load

YES NO

Picking Up The Load 1. Clear personnel from the area near the load

YES NO

2. Square up on the center of the load

YES NO

3. Stop with the fork tips about 1 foot from the load

YES NO

4. Level the forks; then slowly drive forward until the load

contacts the carriage

YES NO

5. Lift the load carefully and smoothly until it is clear

YES NO

6. Tilt the mast back slightly to stabilize the load

YES NO

Operator Name Operator Employee Number Evaluator Name

Date of Evaluation Equipment Operated (One sheet per Equipment Type)

HDQ Training/Forklift OJT Qualification -9- Revised 09/06/2017

OPERATOR BEHAVIORS PASS RATING COMMENTS 7. Look over both shoulders

YES NO

8. After out of truck and/or clear of pallet, lower the load to

travel height

YES NO

Putting Down A Load 1. Make sure there is sufficient clearance for the load

YES NO

2. Clear personnel from the area near the load

YES NO

3. Square up to the location; then stop about 1 foot away YES NO

4. Raise the load to placement level

YES NO

5. Move slowly forward

YES NO

6. If the load is on a pallet, lower it into position and lower

the forks further

YES NO

7. Look over both shoulders before backing out

YES NO

8. Back straight out until the forks have cleared

YES NO

9. Lower the forks to traveling position

YES NO

Parking 1. Fully lower the forks

YES NO

2. Neutralize the controls

YES NO

3. Set the brakes

YES NO

4. Turn off the power

YES NO

5. Parks only in authorized areas

YES NO

Fueling and Battery Recharging

1. Engine off

YES NO

2. Fire extinguisher nearby

YES NO

3. Proper personal protective equipment worn

YES NO

4. Safe fueling and battery recharging procedures followed YES NO

5. Spills cleaned up immediately

YES NO N/A

Evaluator Signature: _______________________ Operator Signature: _________________________

Based on my evaluation, the operator has successfully completed the evaluation and is qualified to operate the

following equipment type:

Based on my evaluation, the operator has not demonstrated competency in operating the following equipment

type: