Forklift Safety

This document reviews forklift safety guidelines and practices on campus.
Operator Authorization Requirement:

Only individuals fully trained and certified through UW are permitted to operate a powered industrial truck.

Training and certification are vehicle-specific based on the exact model and type being operated. A standard driver's license does not satisfy this requirement.

Training & Certification Requirements

All powered industrial truck certifications require classroom or online instruction, a knowledge evaluation, a practical demonstration, and a hands-on skills test.

Certification remains valid for up to three years unless retraining is triggered.
Four Steps to Get Certified
  1. Discuss with Supervisor: Notify your supervisor of your operational needs so they can coordinate with Environment, Health & Safety (EHS).
  2. Complete Online Instruction: Complete the online course and knowledge assessment through Vector Solutions .
  3. Schedule Practical Assessment: Your supervisor will arrange the hands-on demonstration and practical evaluation with EHS.
  4. Maintain Certification Records: After passing the practical evaluation, EHS will maintain certification records.
Common Types of Powered Industrial Trucks

Forklifts are selected based on operational needs, terrain, available space, and load requirements.

  1. Stand-Up Rider Forklifts: The operator stands inside the vehicle during operation.
    Stand-up rider forklift
    Figure 1: Stand-up rider forklift.
  2. Stand-Up Narrow Aisle Rider Forklifts: Electric lifts designed for tight aisles and may use outriggers for additional stability.
    Narrow-aisle forklift
    Figure 2: Narrow-aisle forklift.
  3. Sit-Down Rider Forklifts: The operator works seated inside the cab. These typically use a rear counterweight to balance carried loads.
    Sit-down rider forklift
  4. Powered Pallet Jacks: Motorized pallet jacks controlled using buttons and switches located on the control handle.
    Powered pallet jack
  5. Reach Forklifts / Telehandlers: Heavy-duty units with extending telescopic booms designed for outdoor, rough-terrain, or multi-level material handling.
    Reach forklift or telehandler
Key Parts & Operational Controls

Standard powered industrial truck components include:

  • Cab enclosure & overhead guard
  • Mast & mast chain
  • Load backrest
  • Carriage assembly
  • Forks / tines
  • Rear counterweight
  • Lift & tilt hydraulic cylinders
Forklift components diagram

Operators use control levers to raise, lower, and tilt loads, as well as adjust fork positioning where equipped.

Forklift internal controls reference
Operational Hazards & Safety Guidelines
1. Overloading

Always review the vehicle data plate for maximum weight capacity. Load ratings vary based on load center and fork positioning.

Manufacturer forklift information plate
2. Tip-Over & Stability Triangle

Monitor travel paths for grade changes, uneven surfaces, or debris. Avoid overextending the mast or exceeding capacity limits.

Tip-Over Risk: Keep loads stable, maintain a low center of gravity, and avoid abrupt turns or sudden directional changes.
Forklift stability triangle diagram
3. Traveling on Incline Slopes (10% or Greater)
  • Never stand or walk underneath a raised load.
  • Keep loads close to the mast and maintain a low center of gravity.
  • Loaded Truck: Travel on slopes with the load pointed upslope.
  • Unloaded Truck: Travel with the forks low and the operator cab facing upslope.
Loaded and unloaded forklift travel on incline
4. Blind Spots & Collisions

Always face the direction of travel and continuously check blind spots. When reversing, turn and look behind you. Use a spotter when operating in narrow or obstructed areas.

5. Electrical & Overhead Hazards

Use a spotter when traveling near overhead piping, structures, or electrical hazards. Establish clear communication before work begins.

Forklift overhead power line clearance hazard
Electrocution Risk: Maintain required clearance from overhead electrical lines unless they have been confirmed de-energized and grounded by authorized personnel.
6. Proper Fork Handling

Travel with forks lowered only high enough to clear the ground. Keep forks tilted back during transport and tilt forward only when stacking or unstacking.

When parked, lower forks completely to the floor.
7. Load Repositioning

Bring the truck to a complete stop before adjusting or repositioning a load. Never adjust mast position while driving.

8. Parking & Unattended Vehicles
  • Within 25 ft and in line of sight: Lower forks, neutralize controls, and set the parking brake.
  • More than 25 ft away or out of sight: Lower forks, neutralize controls, set the parking brake, shut off the ignition, and chock wheels when parked on an incline.
9. Vehicle Inspection & Maintenance

Inspect powered industrial trucks before the start of each shift. Review prior inspection logs and remove damaged equipment from service immediately.

Pre-Shift Inspection Checklist

Operators must complete and document a pre-shift safety inspection before operating a forklift.

Pre-Start Inspection — Key Off
  • Tires: Check for missing chunks, embedded debris, cuts, or worn tread.
  • Fluid Leaks: Inspect underneath the truck for hydraulic oil, fuel, or battery fluid leaks.
  • Overhead Guard & Frame: Inspect structural components for cracks, broken welds, or other damage.
  • Mast & Chains: Inspect hydraulic hoses, lifting chains, and mast assemblies.
  • Fuel & Power Connections: Inspect tanks, cables, and battery connections.
  • Seatbelt & Restraints: Confirm proper latching and inspect webbing condition.
Operational Test — Key On
  • Battery & Gauges: Confirm adequate charge and normal instrument readings.
  • Brakes & Steering: Verify steering response and test service and parking brakes.
  • Hydraulic Controls: Test raising, lowering, tilting, and side-shifting.
  • Warning Devices: Test the horn, backup alarm, and safety lights.
If a Safety-Critical Defect Is Found: Tag the truck out, remove it from service immediately, and notify your supervisor.


Keywords:
forklift, lift, safety, EHS, workplace safety, PIT, powered industrial trucks 
Doc ID:
163934
Owned by:
Sophie J. in Facilities KB DEMO
Created:
2026-09-04
Updated:
2026-09-09
Sites:
Facilities KB DEMO