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

Date

Operator Name

First NameLast Name

Evaluator Name

First NameLast Name

Email

example@example.com

Equipment Operated

Pre-use Inspection

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

Traveling

	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

	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

	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

	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.

Based on my evaluation of this operator:

The operator has successfully completed the evaluation and is qualified to operate the noted equipment.The operator has not demonstrated adequate competence in operating thenoted equipment.

Signature of Evaluator

Forklift Operator Evaluation Form

OPERATOR BEHAVIORS