Checklists

Forklift Inspection Checklist

Learn how to prevent forklift workplace accidents with this helpful checklist.

Manufacturing

Why Forklift Safety Matters

Powered industrial trucks, commonly known as forklifts, are essential equipment. However, they also represent one of the most significant safety hazards in the workplace when not properly maintained and operated. Weighing thousands of pounds and moving at high speeds, even a small mistake can have serious consequences.

What happens when a forklift’s brakes fail in the middle of a busy warehouse? Or when a faulty hydraulic system gives out while lifting a heavy load? These aren’t just “what if” scenarios; they’re real risks that come with operating them . That’s why forklift inspections aren’t just another checkbox on a safety form; they’re the frontline defense against accidents, injuries, and costly downtime . No matter how much you know (or think you know) about the most common workplace violations out there, it’s clear that organizations could use some help .

OSHA Quick Stats

According to OSHA, forklift-related accidents result in approximately 34,900 serious injuries and 85 fatalities annually. Many of these incidents could be prevented through proper daily inspections and maintenance.

And those are just the direct costs. Organizations that don’t adequately address common workplace hazards can expect to pay hundreds of thousands—even millions—in indirect expenses.

Of course, the true costs of a safety violation are incalculable. No one can put a number on an employee’s life. Suffice it to say, it’s in your organization’s best interest to bring your annual number of injuries and illnesses to zero.

Fortunately, avoiding an OSHA citation isn’t as complex or cost-intensive as many people think. Small steps can save you 6 or 7 figures—or even save someone’s life.

Examples of indirect workplace hazards expenses

The OSHA Standard

OSHA definition: “Powered industrial trucks, commonly called forklifts or lift trucks, are used in many industries, primarily to move materials. They can be used to move, raise, lower, or remove large objects or a number of smaller objects on pallets or in boxes, crates, or other containers. The hazards commonly associated with powered industrial trucks vary depending on the vehicle type and the workplace where the truck is used. Each type of truck presents different operating hazards. For example, a sit-down, counterbalanced high lift rider truck is more likely than a motorized hand truck to be involved in a falling load accident, because the sit-down rider truck can lift a load much higher than a hand truck. Workplace conditions also present different hazards. For example, retail establishments often face greater challenges than other worksites in maintaining pedestrian safety..”11

Simple definition: Countless businesses rely on forklifts, which OSHA likes to call “powered industrial trucks,” to move large/heavy objects. However, the things that make forklifts useful also make them dangerous. Loads can fall and crush people. Forklifts can tip over, injuring drivers and workers nearby. Pedestrians can get hit, which is especially common in workplaces where a lot of people are moving around on foot.

OSHA’s forklift rules cover issues such as the following:

  • the maximum weight a forklift can safely carry at one timehow a load should be balanced on the forklift
  • how materials should be raised and lowered via forklift
  • forklift operator training
  • safe speeds for driving a forklift
  • how to safely use a forklift around pedestrians
  • how to use forklifts to safely transport hazardous materials
  • how to use forklifts in and around docks and other loading zones

For OSHA’s full list of standards, visit www.osha.gov/SLTC/poweredindustrialtrucks/standards.html.

Why Violations Happen

There are two primary kinds of forklift-related accidents.

The first is when forklifts tip over. Often, this is due to balancing issues. Other times, it happens when forklifts are driven too fast—the forklift turns too quickly, or hits an obstacle, and the operator loses control.

The second leading cause of forklift violations are pedestrian accidents. Perhaps a forklift operator doesn’t see a pedestrian, or a pedestrian isn’t paying attention and walks in front of a forklift. Sometimes, a load falls or a forklift tips over and strikes a bystander. Other times, pedestrians may be injured or killed by a forklift falling off a loading dock, or when they themselves fall from an elevated pallet or tine (the “arm” of a forklift).

Keep in mind that it’s illegal for anyone under 18 years old to operate a forklift.

Signs You’re at Risk

  • You work in a high-risk industry: Retail and warehousing workers are particularly prone to forklift safety incidents.
  • Your employees aren’t trained or certified: All forklift operators must undergo training and certification. Everyone, regardless of whether they operate forklifts, must be trained on forklift safety procedures—how to keep themselves and others safe when forklifts are in use.
  • Forklift operators are driving recklessly: A forklift driver needs to wear their seatbelt and observe speed limits at all times.
  • Forklifts aren’t being inspected on a regular basis: Every forklift should be carefully inspected and maintained between uses.

Forklift Violation Prevention Checklist

  • Are all forklift operators trained and certified?
  • Have all employees taken forklift safety training?
  • Do all forklift drivers wear safety belts when vehicles are in operation?
  • Do forklift drivers watch for pedestrians and observe speed limits?
  • Do forklift drivers use their horns when necessary?
  • Are forklifts inspected before use?
  • Are forklift operating environments adequately lit?
  • Are you taking every precaution to avoid falling loads?

Daily Forklift Inspection Checklist

Operator Name:
Date/Time:
Forklift Model/Serial#:
Hour Meter Reading:
Visual Inspection – Engine OfFYES/no
Tires: Check for wear, damage, proper inflation, and secure mounting
Forks: Inspect for cracks, bends, or excessive wear at heel and mounting
Mast and Chains: Check for damaged links, proper lubrication, and equal tension
Hydraulic System: Look for leaks, damaged hoses, and proper fluid levels
Battery (Electric): Check water level, cable connections, and restraint system
Engine Fluids (IC): Oil, coolant, transmission fluid at proper levels
Safety Equipment: Fire extinguisher present and charged, seat belt functional
Data Plate: Legible and matches forklift configuration
Overhead Guard: Securely mounted, no cracks or damage
Load Backrest: Properly attached and undamaged
Visual Inspection Notes:

Visual Inspection – Engine RunningYES/no
Steering: Smooth operation, no excessive play or binding
Service Brakes: Test stopping ability, no grabbing or pulling
Parking Brake: Holds forklift securely on incline
Horn: Loud and clear warning signal
Lights: Headlights, tail lights, and warning lights functional
Backup Alarm: Audible warning when in reverse
Lift Controls: Smooth raising/lowering, no drift or jerky movement
Tilt Controls: Forward and back tilt operate smoothly
Attachment Controls: Side shift or other attachments function properly
Gauges/Indicators: All readings within normal operating range
Unusual Noises: No grinding, knocking, or squealing sounds
Operational Test Notes:

Housekeeping & Final ChecksYes/no
Operator compartment clean and free of debris
No loose tools or materials that could fall or interfere with operation
Operator’s manual present in designated holder

I certify that I have performed the required inspection and that any defects have been reported to maintenance .

Operator Signature:

Date:

Forklift Safety Made Easy with Novara

Forklift inspections are crucial for workplace safety, preventing accidents and ensuring compliance with OSHA regulations. They lead to fewer breakdowns and injuries fostering a culture of safety.

However, managing daily, weekly, and annual inspections can be challenging, with paper checklists piling up and compliance demands increasing .

Our safety solutions offer a more efficient approach, allowing teams to complete inspections quickly, document issues in real time, and address maintenance needs before they escalate . This smarter system helps keep your fleet safe while meeting regulatory requirements more effectively.

Couple this with a full library of forklift safety training courses to ensure operators are up to speed on safe practices .

Novara’s unique combination of software, training, and services can provide the coverage your people and your organization need .

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