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Forklift safety checklist template

Forklift safety checklist template

Record operator credentials, verify load capacity markings, and check safety devices, ensuring every forklift meets compliance before use.

Use this template
or download pdf
Forklift safety checklist template

Record operator credentials, verify load capacity markings, and check safety devices, ensuring every forklift meets compliance before use.

Use this template
or download pdf

About the Forklift safety checklist template

Our forklift safety checklist template is designed to help you standardize and document every critical step in forklift operation safety, ensuring compliance and reducing workplace incidents. Unlike routine inspection or maintenance checklists, this template focuses on holistic safety practices, from operator readiness to hazard identification. Your team can then have a complete overview for every shift.

Forklift accidents are a leading cause of workplace injuries, with OSHA reporting that more than half of these incidents could be prevented with effective safety procedures and regular operator training. For more specialized needs, explore our forklift inspection, operator evaluation, and training checklist templates to further optimize your safety program.

Related categories

  • Health and safety management templates
  • Risk management and compliance templates
  • Warehouse templates
  • Safety templates
  • Workplace safety templates
Preview of the template
Page 1
Pre-Operation Inspection
Forks, mast, and attachments in good condition?
Hydraulic fluid levels checked?
Tires (pressure, condition) checked?
Lights, horn, and safety devices working?
Operational Checks
Steering operation checked?
Brakes (service, parking) tested?
Load Backrest Extended?
Operator Restraint System (Seat Belt) Fastened?
Workplace Conditions
Adequate Overhead Clearance?
Adequate Lighting?
Wet/Slippery Conditions?
Employees/Pedestrians in Work Area?
Safe Operation
Travel Speed Appropriate for Conditions?
Loads Lifted/Tilted Properly?
Horn Sounded at Intersections/Blind Spots?
Manufacturer's Capacity Observed?

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Forklift safety: A tactical guide for preventing workplace accidentsConducting effective racking inspectionsYour Complete Guide to Safety Signs and Symbols Across Industries
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Template collections

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17 powerful forklift inspection checklist templates9 free equipment inspection checklists for efficient maintenanceBest 27 free OSHA inspection checklist templates
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Forklift inspection appSafety inspection appMachinery safety softwareEquipment inspection software
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Other resources

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Benefits of a forklift checklist appHow to evaluate compliance measuresHow to implement operational excellenceHow to measure operational excellence

Frequently asked questions

What are the most common forklift safety hazards in warehouses?

The most common hazards include tip-overs from uneven loads or surfaces, collisions with pedestrians or structures, falling loads, and accidents during mounting/dismounting. Poor visibility, excessive speed, and improper training also contribute significantly to incidents. Focus on addressing these specific risks in your safety protocols to prevent the majority of accidents.

How often should forklift operators complete safety training?

OSHA requires formal operator training before initial operation, followed by refresher training at least every three years. However, additional training is necessary after accidents, near-misses, or when introducing new equipment. Many safety-conscious organizations implement quarterly refreshers and monthly toolbox talks to reinforce safe practices and address emerging issues.

What documentation should I maintain for forklift safety compliance?

Maintain records of operator certifications, training dates, daily safety checklists, incident reports, and corrective actions taken. OSHA requires keeping these records for at least three years. Document safety meetings, toolbox talks, and refresher training sessions. This comprehensive documentation not only ensures compliance but provides valuable data for identifying recurring issues.

What should I do if I identify unsafe forklift operation in my warehouse?

Immediately address the situation by stopping the unsafe operation. Document the specific violation and conduct a one-on-one coaching session with the operator. Check if additional training is needed or if the issue reflects a broader systemic problem. Follow up with observations to ensure the behavior has changed and consider whether similar issues exist with other operators.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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