Checklist

    Forklift Inspection Checklist

    In short

    A forklift inspection checklist is the list an operator works through before a truck goes into service: a visual walk-around with the engine off, then an operational test of brakes, steering, horn, lights and hydraulics. OSHA 1910.178(q)(7) requires this examination at least daily, after every shift on round-the-clock trucks, and a truck with a safety defect stays parked.

    Key facts

    • Rule: OSHA 29 CFR 1910.178(q)(7) — examine powered industrial trucks before placing them in service, at least daily, and after each shift when used around the clock.
    • Who: the trained operator who will drive the truck that shift; repairs are done only by authorized personnel.
    • Time: about five to ten minutes per truck; visual checks with the truck off, then operational checks with it running.
    • Outcome: pass and operate, or fail, tag out of service and report the defect immediately for correction.
    • Format: printable HTML checklist with separate items for electric and internal combustion (LPG, gas, diesel) trucks.

    By Matt Mafrici, CEO and founder, TeamAssurance · Published

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    What does OSHA require for a forklift inspection?

    OSHA requires every powered industrial truck to be examined before it is placed in service, and not placed in service if the examination shows any condition that adversely affects safety. Under 29 CFR 1910.178(q)(7) the examination is done at least daily, and after each shift where trucks run around the clock. Defects must be reported and corrected immediately, and 1910.178(q)(1) requires an unsafe truck to be removed from service until it is repaired by authorized personnel.

    The standard does not prescribe a form, and OSHA does not require the daily examination to be written down. Most sites record it anyway: the record shows the check happened, which truck failed and what was done, and it is the first thing an investigator asks for after an incident.

    Visual checks (truck off, forks lowered, parking brake on)

    ItemLook forOKDefect
    Fluid leaksHydraulic oil, engine oil, coolant, fuel or electrolyte under the truck☐☐
    Tires and wheelsCuts, chunking, flat spots, low pressure on pneumatic tires, loose wheel nuts☐☐
    ForksCracks at the heel, bent or uneven tips, worn heel, positioning latches locked☐☐
    Load backrest extensionFitted, secure, not bent☐☐
    Mast and chainsCracked welds, worn or kinked lift chains, missing chain pins, damaged rollers☐☐
    Hydraulic hosesCracks, chafing, bulges, wet fittings☐☐
    Overhead guardIn place, bolts tight, no cracks or bends☐☐
    Data (capacity) platePresent, legible and matching any attachment fitted☐☐
    Operator compartmentClean, seat belt works and latches, no loose objects, mirrors intact☐☐
    Warning decals and operator manualLegible, manual on the truck☐☐
    Fire extinguisher (where fitted)Charged, sealed, mounted☐☐

    Power source checks

    Electric trucks☐Internal combustion (LPG, gasoline, diesel)☐
    Battery charged; charge indicator reads in range☐Engine oil, coolant and fuel levels correct☐
    Cables and connectors not cracked, burnt or exposed☐LPG cylinder secured, pin located, relief valve facing up☐
    Battery restraint in place; vent caps fitted☐LPG hose and fittings: no damage, no smell of gas☐
    No corrosion or electrolyte on the battery top☐Belts, radiator and air filter condition☐
    Battery disconnect works☐Exhaust system intact, no excessive smoke☐

    Operational checks (seated, belt on, area clear)

    ItemTestOKDefect
    HornSounds clearly☐☐
    Lights, travel alarm and strobeAll working☐☐
    Gauges and warning lightsNormal readings, no fault codes☐☐
    Service brakeStops smoothly and in a straight line at low speed☐☐
    Parking brakeHolds the truck on a slope or against drive☐☐
    Deadman / seat switchTruck will not drive when the operator rises☐☐
    SteeringFull lock both ways, no binding or excess play☐☐
    Drive controlForward and reverse smooth, no jerking☐☐
    Lift and lowerSmooth, no chatter, holds height with no drift☐☐
    TiltForward and back smooth, holds position☐☐
    Side shift and attachmentsOperate correctly, no leaks☐☐
    Unusual noise or vibrationNone☐☐

    The record

    Truck IDHour meterDate / shiftOperatorResultDefects foundReported toTagged out?
    ☐ Pass ☐ Fail☐ Yes

    What happens when a forklift fails the inspection?

    A truck that fails on any safety item is not driven. The operator removes the key, hangs a "Do not operate" tag, tells the supervisor and records the defect. Only authorized maintenance personnel repair it, and the truck goes back into service after the repair is checked. Minor items that do not affect safety (a torn seat cover) are recorded and planned for repair rather than ignored.

    Common mistakes

    • Ticking every box from the seat without walking around the truck.
    • One check at the start of the day on a truck that runs three shifts.
    • Defects written down while the truck keeps working.
    • Paper sheets filed and never read, so the same leak is reported for a week.
    • Attachments fitted without the capacity plate being updated.

    Step by step

    1. Park and make safe. Park on level ground, lower the forks, set the parking brake and switch the truck off.
    2. Walk around the truck. Check leaks, tires, forks, mast, chains, hoses, overhead guard, data plate, seat belt and decals.
    3. Check the power source. For electric trucks check charge, cables and battery restraint; for LPG or diesel check fluids, cylinder and hoses.
    4. Test it running. Seated with the belt on, test horn, lights, alarms, brakes, steering, drive, lift, lower, tilt and attachments.
    5. Record and decide. Sign the record; if a safety item failed, remove the key, tag the truck out of service and report the defect.

    A worked example

    A two-shift distribution center ran eleven electric counterbalance trucks and kept paper check sheets in a binder at the charging bay. A review after a near miss showed one truck's parking brake had been marked faulty on four consecutive days while the truck stayed in use, because nobody read the sheets. The site moved the check to phones, made a failed safety item create an action for maintenance with the truck tagged out, and put open forklift defects on the shift start board. The brake was fixed the same day; repeat defects became a standing item at the weekly maintenance review.

    In TeamAssurance

    In TeamAssurance the forklift inspection runs as a recurring checklist on the operator's phone at the start of each shift, with photos attached to any defect. A failed safety item becomes an action with an owner and due date, open defects show on the team's tier board for the next huddle, and reports show completion rates and repeat defects by truck and area.

    FAQ

    Frequently asked questions

    How often does OSHA require a forklift inspection?

    At least daily, before the truck is placed in service, under 29 CFR 1910.178(q)(7). Where trucks are used around the clock, they must be examined after each shift.

    Does OSHA require a written forklift checklist?

    No. The standard requires the examination but does not prescribe a form or require it to be documented. A written or digital record is still good practice because it proves the check was done and tracks defects to repair.

    Who can do the daily forklift inspection?

    Usually the trained operator assigned to the truck for that shift. Any repair found necessary must be done by authorized personnel, not by the operator unless they are authorized to do it.

    What is the difference between a daily check and a forklift service?

    The daily check is a short pre-use examination by the operator. A planned service is periodic preventive maintenance by a technician at intervals set by the manufacturer, usually by hour meter.

    How often must forklift operators be re-evaluated?

    OSHA 1910.178(l)(4)(iii) requires an evaluation of each operator's performance at least once every three years, plus refresher training after an accident or near miss, unsafe operation, a poor evaluation or a change of truck type or workplace.

    Is the checklist the same outside the US?

    The checks are much the same. Australia requires a high risk work licence to operate a forklift and references AS 2359; in the UK, forklifts used for lifting need a LOLER thorough examination at least every 12 months, alongside the daily pre-use check.

    About the author

    Matt Mafrici

    CEO and founder, TeamAssurance

    Operations and continuous improvement practitioner; builds daily management systems with manufacturers, miners, food and pharmaceutical producers in Australia and abroad.

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