Forklift Operator Evaluation Form

Forklift Operator Evaluation Form
Instructions: Use this checklist during the field session to evaluate forklift operator proficiency. This form should also be used in cases where retraining is needed to ensure that operators maintain their qualification to operate thje forklift.
Date of Evaluation

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Operator Name

First NameLast Name
Evaluator Name

First NameLast Name
Email
example@example.com
Equipment Operated
OPERATOR BEHAVIORS

Pre-use Inspection

Rows	GOOD	FAIR	POOR	N/A
1. Complete equipment inspection.
2. Look for Damage.
3. Documented all findings on the inspection form.

Traveling

Rows	GOOD	FAIR	POOR	N/A
1. Fastened seatbelt.
2. Do not raise or lower the load and forks while traveling.
3. Maintain a safe speed.
4. Observe all traffic rules, warning signs, floor load limits and overhead clearances.
5. Keep arms and legs inside the forklift.
6. Follow other vehicles at safe distance.
7. Slow down when cornering.
8. Use the horn to alert others.
9. Travel with the load facing uphill while on a ramp or incline.
10. Stop smoothly.

Putting Down a Load

Rows	GOOD	FAIR	POOR	N/A
1. Make sure there is sufficient clearance for the load.
2. Clear personnel from the area near the load.
3. Square up to the location and then ease into the drop spot.
4. Raise the load to placement level.
5. Move slowly forward.
6. If the load is on a pallet, lower it into position and lower the forks further.
7. Look over both shoulders before backing out.
8. Back straight out until the forks have cleared.
Adjust the forks as necessary to exit the forks smoothly.
9. Lower the forks to traveling position.

Parking

Rows	GOOD	FAIR	POOR	N/A
1. Fully lower the forks.
2. Neutralize the controls.
3. Set the brakes.
4. Turn off the power.
5. If parked on an incline, block the wheels.
6. Park only in authorized areas.

Fueling and Battery Charging

Rows	GOOD	FAIR	POOR	N/A
1. Engine off.
2. Fire extinguisher nearby.
3. Proper personal protective equipment worn.
4. Safe fueling and battery recharging procedures followed.
5. Spills cleaned up immediately.

OPERATOR BEHAVIORS