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Forklift Safety Training Guide

forklift Operator Training
Learn how to operate forklifts safely with this OSHA-compliant guide. Covers inspections, driving rules, hazard prevention, and tips for certified operators.

Table of Contents

🦺 Forklift Safety Training Guide

For All Certified Operators – OSHA Compliant (29 CFR 1910.178)

📌 Introduction

Operating a forklift comes with serious responsibilities. According to OSHA, improper forklift use is a leading cause of workplace injuries and fatalities. This training material is designed to help you operate forklifts safely, efficiently, and in full compliance with federal regulations.

OSHA Forklift Safety Basics

Standard Reference: 29 CFR 1910.178 – Powered Industrial Trucks

Key OSHA Requirements:

  • Only trained and certified operators may operate a forklift.

Expert Tips : Use a forklift access control system to control who can operate a forklift. 

  • Daily pre-operation inspections must be completed and documented.
  • Seat belts must be worn at all times.

Expert Tips: Use a seat belt warning to remind the operator.

  • No passengers unless the forklift is designed for more than one person.
  • No lifting people unless using an approved work platform with safety measures.

Expert Tips: Use a forklift safety cage to lift for work.

🔍 Pre-Operation Inspection Checklist (Daily)

Before each shift, inspect the forklift for:

  • 🔧 Fluid levels (oil, water, hydraulic)
  • 🔋 Battery charge or fuel levels
  • 🚨 Brake, horn, lights, steering
  • 💨 Tires (condition and inflation)
  • 🛑 Fork condition and mast movement
  • 🔒 Safety devices (seat belt, backup alarm, fire extinguisher)

Record all inspections. Remove forklift from service if any issue is found.

🧑‍🏭 Safe Operating Procedures

  1. Mounting and Starting
  • Use handholds and step plates.
  • Adjust seat and mirrors before starting.
  • Buckle up. No exceptions.
  1. Safe Driving Rules
  • 🚶 Yield to pedestrians at all times.
  • 🚦 Obey all traffic signs and floor markings.
  • 🐢 Drive at walking speed. Never exceed safe limits.
  • 🔁 Sound horn at intersections, blind spots, or doorways.
  • 🚫 Never use a cellphone or get distracted while driving.

Expert Tips: Use forklift driver mornitoring system to remind the mange the bad behaviors.

  1. Load Handling
  • Make sure the load is stable and secure.
  • Never exceed the rated capacity.
  • Keep forks low to the ground when moving.
  • Tilt the mast back slightly when traveling with a load.
  • Stack and unstack loads carefully.
  1. Turning and Visibility
  • Slow down before turning.
  • Watch for tip-over risk during sharp turns or high speeds.
  • Use spotters when visibility is limited.

Expert Tips: Use an AI camera with human detection function will help to avoid collision with pedestrians and equipment.

  • Never drive with obstructed view—drive in reverse if needed.

⚠️ Forklift Hazards to Avoid

Hazard

How to Prevent It

Tip-over

Drive slowly, especially when turning. Don’t overload.

Falling Loads

Secure loads properly, keep them centered on forks.

Pedestrian Accidents

Use horn, mirrors, and watch for people at all times. It will be perfect if the forklift install an anti collision system with  pedestrians detection function.

Poor Visibility

Keep clear view ahead. Use a spotter when needed.

Carbon Monoxide (gas forklifts)

Use in well-ventilated areas only.

🚫 What You Must NEVER Do

  • ❌ No horseplay or stunt driving.
  • ❌ No riding on forks or lifting people unsafely.
  • ❌ Don’t leave the forklift unattended while running.
  • ❌ Don’t drive over loose objects or spillages.

🧯 In Case of Emergency

  • Shut down the forklift.
  • Notify your supervisor immediately.
  • Follow your workplace’s emergency procedures.
  • Report any accident, near miss, or unsafe condition.

📜 Certification Reminder

OSHA requires re-evaluation and re-certification when:

  • Operator is involved in an accident or near-miss.
  • There is a change in workplace conditions (new layout, ramps, load types, etc.).
  • The operator is observed operating unsafely.

📝 Final Notes

  • Safety is a shared responsibility.
  • Always stay alert, follow procedures, and speak up about any hazards.
  • When in doubt, stop the truck and ask.

🧠 Quick Quiz for Review (Optional)

  1. When should you wear a seatbelt on a forklift?
  2. What should you do if your view is blocked by a load?
  3. Can you use a phone while driving a forklift?
  4. Name two things to inspect before using a forklift.
  5. What’s the maximum speed you should drive in a crowded warehouse?

If you have any questions or need a refresher, don’t hesitate to contact your supervisor or safety officer.

Stay safe. Drive smart. Respect the machine.

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