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Forklift Practical Evaluation

Industrial Forklift Operator Competency Assessment

📋Basic Information

Employee Name *

Evaluator Name *

Company *

Location *

Evaluation Date *

Forklift ID/Number

⚡Energy Sources Present (Select all that apply)

🪨Gravity

🏃Motion

⚙️Mechanical

⚡Electrical

💨Pressure

🧪Chemical

🌡️Temperature

🔋Stored

💀STKY (Stuff That Kills You) Assessment

Does this forklift operation involve Life-Threatening, Life-Altering, or Life-Ending potential? *

🔴 Yes - High Energy/SIF Potential

🟢 No - Low Energy Operation

🔍Pre-Operation Inspection

Conducted visual inspection of forklift? *

✅ Pass

❌ Fail

Checked fluid levels (hydraulic, engine oil, coolant)? *

✅ Pass

❌ Fail

Tested horn and backup alarm? *

✅ Pass

❌ Fail

Inspected forks for damage or excessive wear? *

✅ Pass

❌ Fail

Verified load capacity chart visible and legible? *

✅ Pass

❌ Fail

📦Load Handling Skills

Approaches loads straight-on and centers forks? *

✅ Pass

❌ Fail

Tilts mast slightly back after lifting load? *

✅ Pass

❌ Fail

Keeps forks low (4-6 inches) during travel? *

✅ Pass

❌ Fail

Observes load capacity limits? *

✅ Pass

❌ Fail

🚛Travel and Maneuvering

Maintains safe travel speed? *

✅ Pass

❌ Fail

Travels in reverse when load obstructs forward view? *

✅ Pass

❌ Fail

Maintains awareness of pedestrians and other equipment? *

✅ Pass

❌ Fail

Comes to complete stop before changing direction? *

✅ Pass

❌ Fail

🦺Safety Protocols

Uses proper PPE (hard hat, high-vis, safety boots)? *

✅ Pass

❌ Fail

Uses seatbelt when equipped? *

✅ Pass

❌ Fail

Never allows passengers on forklift? *

✅ Pass

❌ Fail

Never lifts personnel without proper platform/attachment? *

✅ Pass

❌ Fail

🛑Shutdown and Parking

Lowers forks completely to ground? *

✅ Pass

❌ Fail

Neutralizes controls and engages parking brake? *

✅ Pass

❌ Fail

Parks in designated area away from traffic? *

✅ Pass

❌ Fail

💭Evaluator Comments & Assessment

Evaluator Comments

Overall Assessment *

Note: Any safety-critical failure results in automatic FAIL.

✅ PASS - Competent for independent operation

❌ FAIL - Requires additional training

Follow-up Action Required?