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622 Forklift Competent Person
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Pre-Use Inspections

The forklift should be checked for defects before initial use, usually by the operator before beginning a work shift.

Forklift Pre-Shift Inspection

The primary goal is to ensure the safety of the forklift operator and those working around them by identifying potential issues before operation.

  • Regularity: Always conduct a pre-use inspection before operating the forklift, ideally at the beginning of each shift or after a change in operators.
  • Visual Check: Begin with a general overview of the forklift, checking for visible damages or leaks.
  • Functional Tests: Ensure that all controls, brakes, horns, lights, and warning devices are operational.
  • Tires: Examine the tires for wear, damage, and proper inflation.
  • Forks: Check for any cracks, bends, or wear. Ensure that they're properly aligned and attached.
  • Mast: Inspect for smooth operation and check for any damages or obstructions.
  • Fluid Levels: Verify that the hydraulic fluid, coolant, and oil are at the recommended levels.
  • Safety Equipment: Ensure that the fire extinguisher, safety belts, and any other safety equipment are present and in good condition.
  • Battery and Fuel: For electric forklifts, check the battery's condition and charge level. For fuel-powered forklifts, check for any leaks and ensure it has sufficient fuel.
  • Documentation: Any issues identified during the inspection should be documented, and the forklift should be taken out of service until those issues are addressed.
  • Training: Only trained and certified individuals should conduct pre-use inspections and operate the forklift.

Remember, regular pre-use inspections are not just a best practice—they're essential for maintaining a safe working environment.

Record of Fuel Added

Date Operator Fuel
Truck# Model# Engine Oil
Department Serial# Radiator Coolant
Shift Hour Meter Hydraulic Oil

SAFETY AND OPERATIONAL CHECKS (PRIOR TO EACH SHIFT)
Have a qualified mechanic correct all problems.

Engine Off Checks OK Maintenance
Leaks – Fuel, Hydraulic Oil, Engine Oil or Radiator Coolant
Tires – Condition and Pressure
Forks, Top Clip Retaining Pin and Heel – Check Condition
Load Backrest – Securely Attached
Hydraulic Hoses, Mast Chains, Cables and Stops – Check Visually
Overhead Guard – Attached
Finger Guards – Attached
Propane Tank (LP Gas Truck) – Rust Corrosion, Damage
Safety Warnings – Attached (Refer to Parts Manual for Location)
Battery – Check Water/Electrolyte Level and Charge
All Engine Belts – Check Visually
Hydraulic Fluid Level – Check Level
Engine Oil Level – Dipstick
Transmission Fluid Level – Dipstick
Engine Air Cleaner – Squeeze Rubber Dirt Trap or Check the Restriction Alarm (if equipped)
Fuel Sedimentor (Diesel)
Radiator Coolant – Check Level
Operator's Manual – In Container
Nameplate – Attached and Information Matches Model, Serial Number and Attachments
Seat Belt – Functioning Smoothly
Hood Latch – Adjusted and Securely Fastened
Brake Fluid – Check Level
Engine On Checks – Unusual Noises Must Be Investigated Immediately OK Maintenance
Accelerator or Direction Control Pedal – Functioning Smoothly
Service Brake – Functioning Smoothly
Parking Brake – Functioning Smoothly
Steering Operation – Functioning Smoothly
Drive Control – Forward/Reverse – Functioning Smoothly
Tilt Control – Forward and Back – Functioning Smoothly
Hoist and Lowering Control – Functioning Smoothly
Attachment Control – Operation
Horn and Lights – Functioning
Cab (if equipped) – Heater, Defroster, Wipers – Functioning
Gauges: Ammeter, Engine Oil Pressure, Hour Meter, Fuel Level, Temperature, Instrument Monitors – Functioning

Record of Fluid Added

Date Operator Battery Water
Truck# Model# Hydraulic Oil
Department Serial#
Shift Drive Hour Meter Reading Hoist Hour Meter Reading



SAFETY AND OPERATIONAL CHECKS (PRIOR TO EACH SHIFT)
Have a qualified mechanic correct all problems.

Motor Off Checks OK Maintenance
Leaks – Hydraulic Oil, Battery
Tires – Condition and Pressure
Forks, Top Clip Retaining Pin and Heel -- Condition
Load Backrest Extension – Attached
Hydraulic Hoses, Mast Chains, Cables & Stops – Check Visually
Finger Guards – Attached
Overhead Guard – Attached
Safety Warnings – Attached (Refer to Parts Manual for Location)
Battery – Water/Electrolyte Level and Charge
Hydraulic Fluid Level – Dipstick
Transmission Fluid Level – Dipstick
Operator's Manual in Container
Capacity Plate Attached – Information Matches Model, Serial Number and Attachments
Battery Restraint System – Adjust and Fasten
Operator Protection
Sitdown Truck - Seat Belt – Functioning Smoothly
Man-up Truck – Fall protection/Restraining means - Functioning
Brake Fluid – Check level
Motor On Checks (Unusual Noises Must Be Investigated Immediately) OK Maintenance
Accelerator Linkage – Functioning Smoothly
Parking Brake – Functioning Smoothly
Service Brake – Functioning Smoothly
Steering Operation – Functioning Smoothly
Drive Control – Forward/Reverse – Functioning Smoothly
Tilt Control – Forward and Back – Functioning Smoothly
Hoist and Lowering Control – Functioning Smoothly
Attachment Control – Operation
Horn – Functioning
Lights & Alarms (where present) – Functioning
Hour Meter – Functioning
Battery Discharge Indicator – Functioning
Instrument Monitors – Functioning

Knowledge Check Choose the best answer for the question.

3-2. When should the forklift be checked for defects?