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A forklift operator evaluation and a wallet card.
Pick the truck types, fill in the operator and the dates, and print. You get a practical evaluation checklist for what the evaluator watches for, and a wallet card with the next evaluation date, in English, Spanish or both.
Also calledForklift certification card, Forklift operator evaluation checklist, Forklift wallet card template, Forklift certification form
OSHA doesn’t issue forklift licenses or cards. The employer certifies that each operator has been trained and evaluated, and the certification names the operator, the date of the training, the date of the evaluation and who did them (29 CFR 1910.178(l)(6)). This makes the form and a wallet card to carry that record. Nothing you type is saved or sent.
1. Who, and when?
2. Which trucks is this operator evaluated on?
3. Language
Powered industrial truck operator evaluation
- Operator
- Employer
- Site
- Trained or evaluated by
- Date of training
- Date of evaluation
- Truck types
- Sit-down counterbalance (electric)
- Next evaluation due by
| What the evaluator watches for | Pass | Needs work |
|---|---|---|
| All trucks | ||
| Does the pre-use inspection and reports a defect before using the truck | ||
| Wears the seat belt or restraint the truck has | ||
| Travels at a safe speed with the load low and the mast tilted back | ||
| Sounds the horn at intersections and blind corners | ||
| Gives way to people on foot and keeps clear of them | ||
| Keeps arms, legs and others away from the mast and under the forks | ||
| Picks up and sets down loads squarely and checks the load is stable | ||
| Knows the truck's capacity from the data plate and stays within it | ||
| Takes ramps and slopes the way the manual says | ||
| Parks the truck correctly: forks down, controls neutral, power off, brake set | ||
| Charges or refuels the truck the way the site says | ||
| Sit-down counterbalance (electric) | ||
| Steers and turns with the rear end swing in mind | ||
| Sets the mast tilt and fork height before picking up a load | ||
☐ The operator is competent to operate the trucks listed
A starting point, not legal advice. Check 29 CFR 1910.178(l) and your own program.
Evaluación de operador de montacargas
- Operador
- Empleador
- Sitio
- Capacitado o evaluado por
- Fecha de capacitación
- Fecha de evaluación
- Tipos de equipo
- Montacargas contrabalanceado de operador sentado (eléctrico)
- Próxima evaluación antes de
| Lo que observa el evaluador | Aprobado | Debe mejorar |
|---|---|---|
| Todos los equipos | ||
| Hace la inspección antes de usar y reporta cualquier defecto antes de operar | ||
| Usa el cinturón o el sistema de retención que tiene el equipo | ||
| Maneja a velocidad segura con la carga baja y el mástil inclinado hacia atrás | ||
| Toca el claxon en intersecciones y esquinas sin visibilidad | ||
| Cede el paso a las personas a pie y se mantiene lejos de ellas | ||
| Mantiene brazos, piernas y a otras personas lejos del mástil y de debajo de las horquillas | ||
| Levanta y baja las cargas de frente y bien centradas, y revisa que la carga esté estable | ||
| Conoce la capacidad del equipo por su placa de datos y no la excede | ||
| Toma las rampas y pendientes como indica el manual | ||
| Estaciona bien el equipo: horquillas abajo, controles en neutral, apagado y freno puesto | ||
| Carga la batería o el combustible como indica el sitio | ||
| Montacargas contrabalanceado de operador sentado (eléctrico) | ||
| Gira y maniobra teniendo en cuenta el giro de la parte trasera | ||
| Ajusta la inclinación del mástil y la altura de las horquillas antes de levantar una carga | ||
☐ El operador es competente para operar los equipos indicados
Un punto de partida, no asesoría legal. Revise 29 CFR 1910.178(l) y su propio programa.
Forklift operator card
Truck types: Sit-down counterbalance (electric)
Date of training:
Date of evaluation:
Trained or evaluated by:
Next evaluation due by:
Authorized for the truck types shown only. Your employer certifies training and evaluation under 29 CFR 1910.178(l). OSHA doesn't issue this card or a forklift license. Refresher training is needed after unsafe operation, an accident or near miss, a new truck type or a change at the workplace.
Tarjeta de operador de montacargas
Tipos de equipo: Montacargas contrabalanceado de operador sentado (eléctrico)
Fecha de capacitación:
Fecha de evaluación:
Capacitado o evaluado por:
Próxima evaluación antes de:
Autorizado solo para los tipos de equipo indicados. Su empleador certifica la capacitación y la evaluación según 29 CFR 1910.178(l). OSHA no emite esta tarjeta ni una licencia de montacargas. Se requiere capacitación de repaso después de operar de forma insegura, un accidente o casi accidente, un tipo de equipo nuevo o un cambio en el lugar de trabajo.
What you type stays in this browser. Nothing is sent to us.
What it makes
- An evaluation checklist: skills for every truck, plus a few for each truck type you pick (sit-down, LP, reach, order picker, powered pallet jack).
- The record the rule asks the employer to certify: the operator's name, the date of the training, the date of the evaluation and who did them.
- A wallet card, front and back, with the trucks the operator is evaluated on and the date the next evaluation is due.
What it isn't
- It isn't a license, and OSHA doesn't issue one. The employer certifies that each operator has been trained and evaluated. The card is a record you carry, and it only means something if the training and the evaluation happened.
- The items are a starting point. Adjust them to your trucks, your aisles and your site rules. Nothing you type is saved or sent.
Run this in the field.
Run the skill check on a phone, sign it off, and keep each operator's evaluation date with their record. The reminder goes out before it's due.
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Common questions
- Does OSHA issue a forklift license or card?
- No. OSHA requires the employer to train and evaluate each powered industrial truck operator and to certify that it was done. A card from your company is a record of that, not an OSHA credential.
- How often does a forklift operator need to be evaluated?
- At least once every three years (1910.178(l)(4)(iii)). Initial training and evaluation come before an operator is assigned to a truck.
- When is refresher training needed sooner?
- When the operator is seen operating unsafely, is in an accident or near miss, gets an evaluation that shows unsafe operation, is assigned a different type of truck, or the workplace changes in a way that could affect safe operation (1910.178(l)(4)(ii)).
- What does the employer's certification have to include?
- The operator's name, the date of the training, the date of the evaluation, and who did the training or evaluation (1910.178(l)(6)).
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