Washington State University
SAFETY POLICIES AND PROCEDURES MANUAL

SHOP / AGRICULTURAL WORKPLACE SAFETY
3.64
Revised 12-11
Reviewed 8-13
Environmental Health and Safety
335-3041

Forklift Safety

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OVERVIEW

Employees designated by their departments to operate forklifts are to successfully complete a formal instruction and practical training program.

RESPONSIBILITIES

Departments

Departments are to ensure that:

The operator is involved in an accident or near-miss incident.

The operator is seen operating the forklift in an unsafe manner.

An evaluation shows the operator is not operating the forklift in a safe manner.

The operator is assigned to drive a different type or modified forklift.

Conditions in the workplace change that could affect safe operation of the forklift.

NOTE: Refresher training is required only for operation topics in which the operator is found to be deficient.

Operators

Forklift operators are to operate forklifts in a safe manner in accordance with the formal instruction and practical training received in the forklift training program.

FORKLIFT OPERATOR TRAINING PROGRAM

A forklift operator training program consists of formal instruction and practical training. Practical training involves operating the forklift.

Formal Instruction

There are four options for obtaining formal instruction. The forklift operator may meet the formal training requirement by:

Option 1

http://ehs.wsu.edu/

Option 2

http://ehs.wsu.edu/

Option 3

The department contacts the applicable training representative or company to arrange the training. The department processes the purchase with a Department Order, purchasing card, or Departmental Requisition, as applicable. See the instructions in BPPM 70.07, 70.08, and 70.10, respectively.

Option 4

Practical Training (Operating the Forklift)

Each operator meets the practical training requirement by completing training with a department operator who has the knowledge, training, and experience to train and evaluate operators. Practical training consists of forklift operation

The training demonstrations and practical exercises are to be specific to the types of:

Required practical training includes the topics related to the forklift (see below) and topics related to the workplace (see below).

Topics Related to the Forklift

Practical training topics related to the forklift are:

Topics Related to the Workplace

Practical training topics related to the workplace are:

FORKLIFT OPERATOR EVALUATION

Departments are to evaluate forklift operators at least once every three years. The evaluation consists of observing the forklift operator conducting normal tasks to determine if the operator is performing safely.

TRAINING AND EVALUATION RECORDS

Departments are to keep written records of operator training and evaluations. Each written record must include, at a minimum, the following information:

A training and evaluation form for University-provided training is available at the EH&S website. Companies providing training are to provide records that meet the above criteria.

Departments must maintain training records in accordance with the University's retention schedule (see BPPM 90.01). See also BPPM 60.71.

ASSISTANCE

Contact Environmental Health and Safety (EH&S) for assistance; telephone 335-3041.