Winger Companies

Operator Performance Evaluation: Aerial Lifts

Employee Name:
Trainer:
Date:
Equipment Used:

Completed Failed

Boom Scissor Boom Scissor

Lift Lift AWP Lift Lift AWP N/A
Knows the location of the weather resistant compartment for
Operator's Manual.
Is familiar with the Operator's Manual.
Understands all control functions, decals and warnings.
Is aware of and understands all safety devices specific to the lift.
Complete walk around inspection form.
Dons fall protection equipment correctly.
Enters platform in the correct manner.
Closes bar or chain and ties off to appropriate tie-off point.
Make sure area is clear around machine before starting.
Start power source or engine.
Check for overhead obstructions.
Check all controls work correctly.
Maneuver aerial lift in forward motion.
Maneuver aerial lift in backward motion.
Turn aerial lift to the right.
Turn aerial lift to the left.
Raise and lower platform.
Understands and explains rescue procedure.
Able to turn off machine with emergency stop button.
Park machine.
Turn power source / engine off.
Exits platform in safe manner.

Comments:

April 2008
 Operator Evaluation/Performance Field Test for
Mini-Excavator Date:

Needs
1. Job-site survey Satisfactory Improvement

Identify potential site hazards (high voltage lines, underground utilities, etc.)
Identify and verify grade stakes
Properly position equipment for operation
Verify safety of equipment set-up
Needs
2. Pre-Start Inspection Satisfactory Improvement
Completes walk around inspection form
Enters cab in correct manner
Fastens seatbelt
Verify all safety items are identified; such as fire extinguisher, warning
signs, guards, etc.
Position barricades and warning signs
Properly position excavator for pre-start inspection
Identify location and check engine oil level
Identify location and check hydraulic fluid level
Operator “cab” area clear of loose items or equipment
Basic operator instructions available to operator (capacity charts,
operator’s manual, etc.)
Verify bucket condition
Check for and identify any fluid leakage in tanks, lines pumps, cylinders,
etc.
Properly document findings on required checklist (as applicable)

3. Start-up and warm-up of excavator

Makes sure everyone is clear before starting
Start engine
Check engine gauges for proper readings

Check all controls for proper function (bucket, dipper arm, swing and travel)
Properly document findings on required checklist (as applicable)

4. Perform basic maneuvering skills

Checks for overhead obstructions
Position excavator as instructed for exercise

April 2014
 Raise and lower bucket
Travel excavator forward at least 20 feet
Travel excavator in reverse at least 20 feet
Accomplish a “pivot” turn of at least 180 degrees
Accomplish a “spot” turn of at least 180 degrees
Travel the excavator forward while swinging the upper works to a position
90 degrees (clockwise) from the travel direction and continue at least 30
feet the bring the excavator to a full stop
With the excavator at a full stop rotate the upper works back to the front
(270 degrees) in a clockwise direction

5. Perform basic excavation skills

Position excavator as instructed for exercise
Create a 20 foot by 20 foot excavation 3 feet deep plus or minus 6 inches
as instructed by evaluator

6. Excavator shut-down
Move excavator to designated shut-down area
Properly shut-down and secure excavator
Park machine, lowers bucket
Secure excavator as designated by manufacturer
Idle machine down and turn engine off
Sets parking brake
Exits cab in safe manner

Operator Printed Name: Operator Signature:

Instructor Printed Name: Instructor Signature:

April 2014
Operator Evaluation/Performance Field Test for
Class IV Forklift
Task Description Satisfactory Needs Improvement

Completes walk around inspection form

Enters cab in correct manner
Fastens seatbelt
Makes sure everyone is clear before starting
Checks all controls work properly
Forks 6" off of ground
Checks for overhead obstructions
Smooth acceleration
Faces direction of travel
Body inside truck lines
Smooth gradual turns
Checks rear end swing
Yields to pedestrians
Drives under control and within proper traffic lanes
Slows down and comes to a complete stop
Proceeds with caution
Sounds horn at intersections
Looks behind before backing
Forks under load max
Load centered and on squarely
Tilts load in correct manner
Squares up with stack or unload destination
Stops at correct height
Deposits load squarely
Idle machine down and turn engine off, if applicable
Lowers forks when parked
Parks away from exits and doorways
Controls neutralized
Sets parking brake
Exits cab in safe manner

Operator Name:

Operator Signature: Date:

Instructor Signature: Date:

January 2008
Winger Companies

Operator Performance Evaluation: Rough Terrain Forklifts (RTFL)

Employee Name:
Trainer:
Date:
RTFL Used:

Pass Failed N/A Pass Failed N/A

Pre-Start Inspection Load Pick Up (continued)
Checks body integrity Lifts load slowly
Checks carriage attachments Cradles load
Checks ROPS/FOPS Looks over both shoulders and in mirror
Checks engine Releases parking brake
Checks hydraulics Accelerates slowly
Checks all plates Lowers forks immediately
Checks tires Checks load stability
Checks forks Transport
Fastens seat belt Accelerates slowly
Start Up Changes steering mode smoothly
Sets parking brake Keeps load low
Sets controls to neutral Frequently scans area
Sounds horn Honks horn at blind spots
Checks for personnel Decelerates for turns
Starts engine smoothly Exercises caution on hills
Performs function checks Handles ascent properly
Operation Handles descent properly
Checks for others in area Load Deposit
Releases parking brake Aligns forklift with load stand
Acceleration Approaches slowly
Accelerates smoothly Comes to a complete stop
Limits speeds to conditions Applies parking brake
Turning Makes final adjustments
Slows before turns Positions load properly
Turns smoothly Levels load deposits load slowly
Considers balance Deposits load slowly
Stays within lane Checks for others in area
Careful of turning radius Releases parking brake
Stopping Backs off slowly
Slows down Lowers forks immediately
Comes to a full stop RTFL Shutdown
Sets parking brake Parks on level area
Load Pick Up Lowers forks to ground
Aligns forklift with load Sets parking brake
Approaches slowly Sets controls to neutral
Applies parking brake Allows for engine cool down
Stops prior to load Turns off engine
Makes final adjustments Removes key
Positions forks under load Dismounts properly
Gradall RTFL Tips:

Inspections:
Go over cab and cab controls
Point out engine oil dipstick
Explain filling windshield fluid
Explain Hercules pedal
Keep inspection sheets on clipboard
Tire pressure gauge in windshield to check tires with
When checking tires, make sure valve stem in on top of the tire, fluid can spurt out if it is not.
Check hydraulic hoses and connections for leaks
Check hydraulic level in morning before starting machine, or make sure boom is retracted and
outriggers are up
Check battery fluid level
Make sure to put diesel in diesel fuel tank, NOT hydraulic oil tank

Operating:
When driving roll forks back to cradle load and lift boom so you can see to your right
When carrying cylinders, MUST have caps on and gauges disconnected
When people call on radio, ask them if they have the correct straps
Once the outriggers are down you can't use the level indicator. That operates off of the right front
tire.

Rigging/Loading:
Make sure all loads are stable and secure
Explain attachment capabilities and how to change
Explain fork pinch points and when adjusting forks

Loading loose items, i.e. 5 gallon buckets on pallet, load into their truck and then meet them to unload
All loads must be secure and stable
Choke or rig pipe on mast NOT forks
If there are sticks of pipe that you need to take up the hill, put on pipe rack on truck or load on trailer
to move. Don't try to take it through the plant raising and lowering your boom to get around
obstacles.
DO NOT rig off of forks
Use truss boom for ease of setting materials or equipment
DO NOT let people stand or walk under the load or mast
Have one spotter giving you directions, not 3 or 4
Winger Companies

Operator Evaluation/Performance Field Test for Skid Steer

Task Description Satisfactory

Completes walk around inspection form

Enters cab in correct manner
Fastens seatbelt
Pulls restraining bar down securely
Makes sure everyone is clear before starting
Starts engine
Checks for overhead obstructions
Checks all controls work properly
Raise and lower bucket
Maneuver skid steer in forward motion
Maneuver skid steer in backward motion
Turn skid steer to the right
Turn skid steer to the left
Load bucket with material such as sand or snow
Able to maintain bucket load capacity
Maintains correct bucket height
Able to dump load in safe manner
Grade in forward motion
Grade in backward motion
Change attachments in safe manner
Able to pick up pallet of material in safe manner
Lifts and carries load at proper height and speed
Off-load pallet safely
Park machine, lowers bucket or forks
Idle machine down and turn engine off
Sets parking brake
Exits cab in safe manner

Operator Name:

Operator Signature: Date:

Instructor Name: Date:

Instructor Signature: Date:

January 2008
Needs Improvement

January 2008