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Safety Training Presentations
FORKLIFT OPERATOR SAFETY TRAINING
2
Forklift Operator Training
• Who needs forklift training?
– Anyone who operates a forklift

• Who must conduct the training?
– A knowledgeable trainer

• Why is training necessary?
– Forklifts pose many hazards
• Approx. 100 deaths and 38,000 injuries/year
• Most Common accidents:
– Tip over
– Struck by lift or struck by load

3
Forklift Safety Hazards
• Forklifts are very heavy
– Average automobile - 1,000 - 2,000 lbs.
– Average forklift - 4,000 - 8,000 lbs.

• Loads can be heavy
– Too heavy to lift by hand

• Forklifts or their loads can be unstable
– Forklifts can roll over easily
– Loads can fall off forks or cause roll over
4
Pre-Use Inspections
• Inspect forklift before each use
– Don’t know condition left in by last user
– Not inspecting the forklift prior to use could
lead to a hazardous situation or cause serious
damage to the forklift and/or the load

5
Pre-Use Checklist
•
•
•
•
•
•
•
•

Brakes
Steering
Horn
Lights
Oil
Coolant
Battery/LP Tank
Hoist

•
•
•
•

Forks
Engine/Drive Motor
Tires
Misc.
– Cage
– Seat belt
– General overall
condition of the forklift

6
Pre-Use Inspection - Lift Mechanisms
• Inspect mast for damage
– Broken or cracked weld point

• Make sure roller tracks are greased and free
to travel
• Inspect forks
– Cracks on ends, along blades or at heels
– Make sure not bent

• Check hydraulic lines and fluid levels
7
Pre-Use Inspection - Lift Mechanisms
• Inspect all lift and tilt cylinders
– Leaks
– Mounting hardware

• Inspect tires
– Excessive wear
– Proper inflation (if not solid rubber)

8
Propane Tank Inspection
• Inspect cylinder for damage
• Cracks and broken weld points

• Inspect
• Valves, nozzles and hoses

• Be aware of flammability
• Three ways to detect leaks
• listen for gas escaping
• smell odor
• look for frost on the coupling
9
Changing Propane Tanks
• No smoking!
• Shut off cylinder valve before turning off
forklift to reduce pressure in the fuel line
– Liquid propane is approx. -40 degrees
• Wear heavy duty rubber gloves
• Wear safety glasses

• Make sure pressure relief valve points
straight up when replacing the tank
10
Battery Charging
• Inspect batteries for worn parts and cables
• Beware of acid
– No smoking
– Wear faceshield, goggles, apron, rubber gloves
– Only add water after charging

• Make sure charger is off before disconnecting the
battery
• Remove all jewelry
• Use hoist or roller system when replacing
11
Capacity Plates
• Must be on all forklifts
– If missing or illegible, replace

• Information found on capacity plates
–
–
–
–
–

Model #
Max load weight
Max lift height
Serial #
Manufacturer information
12
Starting the Forklift
•
•
•
•
•

Apply the foot brake
Shift gears to neutral
Turn the key
Check gauges and indicators
Check controls, steering and brakes for
smooth operation
13
Operating the Forklift
• Know locations and functions of all controls and
gauges
• Be aware of what is going on around you
• Be aware of potential problems with the forklift
• Be sure path of travel is free from hazards
• Traveling speed in doors should not be any faster
than a quick walking pace

14
Handling and Moving Loads
• Check the Capacity Plate to be sure the forklift
can handle the load
• Check the load for weight and stability
– If load is not marked
• Contact distributor/shipper of the load
• Lift the load 1-2 inches to test the stability of the rear wheels
and the forklift
• If the forklift struggles, set the load down and if possible break
load into smaller, more manageable loads

15
Stability Triangle

16
Stability Triangle
• The closer the center of gravity (CG) is to line BC the
more stable the forklift is
• The closer the CG is to lines AB or AC the more unstable
the forklift becomes
• If the CG ever goes outside the stability triangle, the
forklift can tip
– Loads too heavy or offset
– Taking corner too fast
– Traveling surface is not level

17
Fulcrum Point
• The front wheels of the forklift are the fulcrum point
– The rear of the forklift has counter weights to help off set the
weight of the load
• Unloaded forklift is unstable - all the weight is in the rear
– When the forks are loaded the weight of the forklift and load are
more evenly balanced
• Loaded forklift is more stable
– When the load out weighs the counter weight the forklift can tip
forward when the load is raised

18
Tipping Forklift
• What should you do?
– Must be wearing seatbelt
• Will keep you from falling out of caged area
– Hold tightly to steering wheel with both hands
• Keep hands and arms inside caged area
– Plant feet flat on floor and press down
• Keeps body stable and keeps legs in caged area

– Lean in opposite direction

19
Handling and Moving Loads
• Picking up load
– Approach the load straight on with the forks in
the travel position
– Stop when the fork tips are approx. 1 foot away
from the load
– Level forks and drive slowly forward until load is
against backrest
– Lift the load high enough to clear what is under it
20
Handling and Moving Loads
• Picking up load (cont.)
– Look over both shoulders to make sure you are
clear and slowly back out one foot
• Sound horn before backing if can’t clearly see
behind you

– Slowly tilt mast back to stabilize the load

21
Handling and Moving Loads
• Setting down the load
– Drive to location, square up to load area and
stop about one foot away
– Level the forks and slowly drive forward
– Lower the load
– Tilt the forks slightly forward
– Look over your shoulders and back straight
out until the forks clear the load
22
Stacking and Unstacking
• Lifting a load
– Approach the load slowly with the forks in the
travel position
– Stop approx. one foot away from the load and
raise forks to correct height
– Level forks and drive forward until load is flush
against backrest

23
Stacking and Unstacking
• Lifting a load (Cont.)
– Lift high enough to clear the bottom load, look
over both shoulders to see if clear to back and
slowly back straight out
– After clearing top of stack, stop and lower mast
to travel position
– Tilt forks back
– Proceed to destination
24
Stacking and Unstacking
• Stacking a load
– Approach placement area slowly and square
– Stop about one foot away and lift mast high enough
to clear the placement area
– Move forward slowly until the load is square over
the stack
– Level the forks and lower the mast until the load is
resting on the stack
– Slowly back straight out

25
Stacking and Unstacking
• Additional tips
– Never lift a load while moving
– Stop completely before raising the mast

– Make sure the top load is squarely stacked on
bottom load
– Always approach and leave the load area
slowly
– Always look over shoulders before backing up
26
Driving with a Load
• Travel with load tilted slightly back for stability
• Travel with the load at the proper height
• 4-6 Inches at fork tips
• 2 Inches at heels

• Drive in control
• Drive in reverse if you cannot see over the load

27
•

Driving on Inclines Ramp/Slopeless stable end of
Always drive with the heavier or
the forklift pointing up the incline
– If the forklift is loaded (heavier/less stable in front)
• Drive forward up the incline with the load
• Drive in reverse coming down the incline with the
load pointed up the incline
– If the forklift is not loaded (heavier in rear)
• Drive forward down the ramp
• Drive in reverse going up the ramp

28
Stopped Forklift
• When Parked or unattended
–
–
–
–

Forks flat on ground
Turn off engine
Set parking brake
Do not block:
• Exits
• Emergency equipment
• Signs or postings

29
Pedestrians
• Pedestrians have the right of way
– Slow down at intersections
– Look before backing
– Use horn when coming around blind corners and at
blind intersections
– Check mirrors at intersections if they are present in
workplace

• Pedestrians must be cautious in areas where
forklifts may be operating
30
Conclusion
• Forklifts are more hazardous than most people
usually perceive them to be
• Pre-use inspections must be performed before
each shift
• It is important to understand how the load will
affect the stability of the forklift
• The operator must always be on the look out for
hazards and pedestrians

31

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Forklift Operator Safety Training by Platteville Public Schools

  • 1. Safety Training Presentations FORKLIFT OPERATOR SAFETY TRAINING
  • 2. 2
  • 3. Forklift Operator Training • Who needs forklift training? – Anyone who operates a forklift • Who must conduct the training? – A knowledgeable trainer • Why is training necessary? – Forklifts pose many hazards • Approx. 100 deaths and 38,000 injuries/year • Most Common accidents: – Tip over – Struck by lift or struck by load 3
  • 4. Forklift Safety Hazards • Forklifts are very heavy – Average automobile - 1,000 - 2,000 lbs. – Average forklift - 4,000 - 8,000 lbs. • Loads can be heavy – Too heavy to lift by hand • Forklifts or their loads can be unstable – Forklifts can roll over easily – Loads can fall off forks or cause roll over 4
  • 5. Pre-Use Inspections • Inspect forklift before each use – Don’t know condition left in by last user – Not inspecting the forklift prior to use could lead to a hazardous situation or cause serious damage to the forklift and/or the load 5
  • 7. Pre-Use Inspection - Lift Mechanisms • Inspect mast for damage – Broken or cracked weld point • Make sure roller tracks are greased and free to travel • Inspect forks – Cracks on ends, along blades or at heels – Make sure not bent • Check hydraulic lines and fluid levels 7
  • 8. Pre-Use Inspection - Lift Mechanisms • Inspect all lift and tilt cylinders – Leaks – Mounting hardware • Inspect tires – Excessive wear – Proper inflation (if not solid rubber) 8
  • 9. Propane Tank Inspection • Inspect cylinder for damage • Cracks and broken weld points • Inspect • Valves, nozzles and hoses • Be aware of flammability • Three ways to detect leaks • listen for gas escaping • smell odor • look for frost on the coupling 9
  • 10. Changing Propane Tanks • No smoking! • Shut off cylinder valve before turning off forklift to reduce pressure in the fuel line – Liquid propane is approx. -40 degrees • Wear heavy duty rubber gloves • Wear safety glasses • Make sure pressure relief valve points straight up when replacing the tank 10
  • 11. Battery Charging • Inspect batteries for worn parts and cables • Beware of acid – No smoking – Wear faceshield, goggles, apron, rubber gloves – Only add water after charging • Make sure charger is off before disconnecting the battery • Remove all jewelry • Use hoist or roller system when replacing 11
  • 12. Capacity Plates • Must be on all forklifts – If missing or illegible, replace • Information found on capacity plates – – – – – Model # Max load weight Max lift height Serial # Manufacturer information 12
  • 13. Starting the Forklift • • • • • Apply the foot brake Shift gears to neutral Turn the key Check gauges and indicators Check controls, steering and brakes for smooth operation 13
  • 14. Operating the Forklift • Know locations and functions of all controls and gauges • Be aware of what is going on around you • Be aware of potential problems with the forklift • Be sure path of travel is free from hazards • Traveling speed in doors should not be any faster than a quick walking pace 14
  • 15. Handling and Moving Loads • Check the Capacity Plate to be sure the forklift can handle the load • Check the load for weight and stability – If load is not marked • Contact distributor/shipper of the load • Lift the load 1-2 inches to test the stability of the rear wheels and the forklift • If the forklift struggles, set the load down and if possible break load into smaller, more manageable loads 15
  • 17. Stability Triangle • The closer the center of gravity (CG) is to line BC the more stable the forklift is • The closer the CG is to lines AB or AC the more unstable the forklift becomes • If the CG ever goes outside the stability triangle, the forklift can tip – Loads too heavy or offset – Taking corner too fast – Traveling surface is not level 17
  • 18. Fulcrum Point • The front wheels of the forklift are the fulcrum point – The rear of the forklift has counter weights to help off set the weight of the load • Unloaded forklift is unstable - all the weight is in the rear – When the forks are loaded the weight of the forklift and load are more evenly balanced • Loaded forklift is more stable – When the load out weighs the counter weight the forklift can tip forward when the load is raised 18
  • 19. Tipping Forklift • What should you do? – Must be wearing seatbelt • Will keep you from falling out of caged area – Hold tightly to steering wheel with both hands • Keep hands and arms inside caged area – Plant feet flat on floor and press down • Keeps body stable and keeps legs in caged area – Lean in opposite direction 19
  • 20. Handling and Moving Loads • Picking up load – Approach the load straight on with the forks in the travel position – Stop when the fork tips are approx. 1 foot away from the load – Level forks and drive slowly forward until load is against backrest – Lift the load high enough to clear what is under it 20
  • 21. Handling and Moving Loads • Picking up load (cont.) – Look over both shoulders to make sure you are clear and slowly back out one foot • Sound horn before backing if can’t clearly see behind you – Slowly tilt mast back to stabilize the load 21
  • 22. Handling and Moving Loads • Setting down the load – Drive to location, square up to load area and stop about one foot away – Level the forks and slowly drive forward – Lower the load – Tilt the forks slightly forward – Look over your shoulders and back straight out until the forks clear the load 22
  • 23. Stacking and Unstacking • Lifting a load – Approach the load slowly with the forks in the travel position – Stop approx. one foot away from the load and raise forks to correct height – Level forks and drive forward until load is flush against backrest 23
  • 24. Stacking and Unstacking • Lifting a load (Cont.) – Lift high enough to clear the bottom load, look over both shoulders to see if clear to back and slowly back straight out – After clearing top of stack, stop and lower mast to travel position – Tilt forks back – Proceed to destination 24
  • 25. Stacking and Unstacking • Stacking a load – Approach placement area slowly and square – Stop about one foot away and lift mast high enough to clear the placement area – Move forward slowly until the load is square over the stack – Level the forks and lower the mast until the load is resting on the stack – Slowly back straight out 25
  • 26. Stacking and Unstacking • Additional tips – Never lift a load while moving – Stop completely before raising the mast – Make sure the top load is squarely stacked on bottom load – Always approach and leave the load area slowly – Always look over shoulders before backing up 26
  • 27. Driving with a Load • Travel with load tilted slightly back for stability • Travel with the load at the proper height • 4-6 Inches at fork tips • 2 Inches at heels • Drive in control • Drive in reverse if you cannot see over the load 27
  • 28. • Driving on Inclines Ramp/Slopeless stable end of Always drive with the heavier or the forklift pointing up the incline – If the forklift is loaded (heavier/less stable in front) • Drive forward up the incline with the load • Drive in reverse coming down the incline with the load pointed up the incline – If the forklift is not loaded (heavier in rear) • Drive forward down the ramp • Drive in reverse going up the ramp 28
  • 29. Stopped Forklift • When Parked or unattended – – – – Forks flat on ground Turn off engine Set parking brake Do not block: • Exits • Emergency equipment • Signs or postings 29
  • 30. Pedestrians • Pedestrians have the right of way – Slow down at intersections – Look before backing – Use horn when coming around blind corners and at blind intersections – Check mirrors at intersections if they are present in workplace • Pedestrians must be cautious in areas where forklifts may be operating 30
  • 31. Conclusion • Forklifts are more hazardous than most people usually perceive them to be • Pre-use inspections must be performed before each shift • It is important to understand how the load will affect the stability of the forklift • The operator must always be on the look out for hazards and pedestrians 31