Forklift truck operator assessment and company authorisation to operate. checklist

Template Questions

• The assessor must be trained as per PUWER Regulation 9 Section 2.2 and have a full understanding of a
• Type of Training
• Operation restrictions, depending on the training the operator receives for relevant on site operatio
• Site Specific and Restrictions
• Subjects ticked below identify the subject areas taught during the operator training course.
• Operation
• The subject areas indicated above have been clearly identified, explained and demonstrated by the cou
• Trainee signature
• Operator Details
• Date of previous test, refresher course or assessment? Date
• If an operator has no proof of training held on record, they must not operate a forklift truck until
• Date of previous signed authorisation operate the plant vehicle? Date
• Department?
• Operator Name?
• It is good practice for all operators and potential operators to be screened for fitness before emplo
• Date of last medical? Date
• Operator Medical
• Operational frequency of use.
• Type of plant equipment?
• Attachments
• Motive Power
• Daily Safety Inspection
• If a fault has been found, the lift truck must be parked up in a safe place and the key removed. The
• Operator Safety & Observation
• Steering & Operating Controls
• Competency In Load Capacity
• Manoeuvring & Transportation
• Stacking & de-stacking
• It is some times necessary to undercut a load due to the nature of where it is to be located. It must
• Parking
• Assessment Recommendations & Evaluations
• Assessors Comments
• Date and time of assessment Date
• Operator signature
• Assessor signature
• The company is required to have its operators under the provisions required in ACOP L117, to have wri
• A separate assessment and authorisation must be carried out for all types of plant equipment.
• Type of plant equipment that the employee is authorised to operate?
• Date of authorisation. Date
• Managers signature.
• Date of the next assessment and written authorisation? Date