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Forklift Operator
Training Basic
Module
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Authorized Operator
• Only trained and authorized personnel are
permitted to operate a forklift
• Keep unauthorized employees off of forklifts
• Keep pedestrians away from the operating zone of
a forklift
• Lock out unsafe lifts as determined in a
preoperation inspection
Operating Hazards
• Workplace hazards: ramps, railroad tracks, slippery
floors, poor lighting, congestion
• Loads: large or bulky, uneven weight, broken
pallets, poorly stacked
• Pedestrians: horseplay, unaware of forklift areas,
not paying attention
Nameplate
• OSHA requires a legible nameplate
• Includes modifications & attachments
• Capacity
• Load center
Center of Gravity
• Balance point
48”
A
Load Center
• Distance from vertical face of the forks
to the load’s center of gravity 48””
A
• A: Load center = 24"
• B: Load center = 40"
80”
Stability Triangle
3-point suspension
Forklift’s center of gravity
Combined Actions
• Center of gravity moves
side to side
Center of gravity
moves forward
Attachments
• Specific
operator training
• Weight of
attachments
• Increased
load center
Tipping Over
• Do not jump
• Hold onto the steering wheel
• Brace your feet
• Lean away from the fall
Preoperation Inspection
• As an authorized operator, it is
your responsibility to make sure
your forklift functions properly
• OSHA requires preoperation
inspections
• Company wants to comply with
OSHA and be sure equipment is
maintained
Walk Around
• Forklift properly disengaged
• Forks down, key off, neutral gear, parking brake on
• Left/right side
• Tire condition, tight lug nuts, no debris around axle, overhead
guard is solid, no debris behind the mast
• Front
• Forks in good shape, fork pins in place, backrest solid, mast &
chains greased, hoses in good shape
• Rear
• Counterbalance bolt is tight, radiator clear of debris
In the Seat
• Nonmoving checks
• Gauges, lights, horn, back-up alarm, blinking warning
light, operate the tilt & lift mechanism, check the
parking brake
• Moving checks
• Put on the seat belt, check the running brakes,
check the steering
• Look for oil or water leaks on the floor
Loading/Unloading
• Before raising a load, understand:
• Approximate weight of the load
• Location of the load’s center of gravity
• Inspect load for stability, projections,
damaged pallets before lifting
• Restack unstable loads
• Never place weight on the back of
a lift truck to increase its capacity
• Towing always done from rear towing pin
Traveling
• Always look in the direction of travel
• Keep body inside the cage
• When moving, the mast must not be raised
• Sound the horn
• Operate at safe speeds
• When turning, watch rear end swing
• Clearance under overhead installations
Traveling (cont.)
• Avoid loose objects or holes
• If load blocks view, travel in reverse
• Never carry passengers
• Pedestrians always have the right-of-way
• Safe distance from edge of ramps or docks
• Never eat or drink
• No stunt driving or horseplay
Docks
• Inspect the dock plate
• Check the trailer floor condition
• Trailer wheels are chocked
• Nose of the trailer is supported
by the tractor or a fixed jack
Parking
• Lower the forks
• Set gear to neutral
• Set the parking brake
• Turn off the key
Propane Refueling
• Propane is a combustible, compressed gas
• Propane leaks are detected by:
• Distinct odor
• Hissing sound
• Frost on fittings
• PPE: gloves, safety glasses
Battery Charging
• Inspect battery connectors for damage
• No smoking in battery-charging area
• Immediately clean up electrolyte spills
• PPE includes face mask, acid-resistant
gloves, and an apron
Summary
• Facility hazards
• Load center and capacity
• Preoperation inspection
• Rules of the road
• Refueling
Quiz
1. If your forklift has a rearview mirror,
looking behind you is not necessary. True or False
2. Name two of the three ways to detect
a propane leak: _______________, _______________
3. Describe the four items that must be completed
prior to driving your forklift into a trailer.
4. If a load blocks your vision, it is OK to raise
the load while moving to see under it. True or False
5. Preoperation inspections are done only
because OSHA says we have to do them. True or False
Quiz (cont.)
6. Attachments reduce capacity by increasing
the load center and adding weight. True or False
7. Minimum PPE items required when refueling
a propane tank are ___________, ____________.
8. The most important differences between a
forklift and a car are weight and steering. True or False
9. Name at least one condition that when
combined with turning sharply may cause a tipover.
10. Pedestrians have the right-of-way only
while in designated pedestrian lanes. True or False
Forklifter Driver Training Module 29
Envi Tech AL
Quiz Answers
1. False. You must always look behind you before
backing up.
2. Hissing sound, distinct odor, or frost on fittings.
3. Chock the wheels, support the nose of the trailer,
inspect the dock plate, check the trailer floor.
4. False. Never drive with the load up. Drive in reverse
when the load obstructs forward vision.
5. False. Inspections are also done so that the operator
can prevent mechanical failure accidents and because
the company needs to prove compliance with OSHA’s
requirement.
Forklifter Driver Training Module 30
Envi Tech AL