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create a safety checklist for using a Kubota forklift

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Kubota Forklift Safety Checklist ================================

Date: 2025-11-04

Inspector: \[INSPECTOR NAME]

Location/Area: \[LOCATION/AREA]

Department: \[DEPARTMENT]

Purpose


To ensure the safe operation of Kubota forklifts by providing a comprehensive inspection and safety guideline, promoting compliance with OSHA regulations and preventing accidents.

Instructions for Use


  1. Use this checklist before operating a Kubota forklift to ensure all safety measures are in place.

Frequency


This checklist should be completed: Daily

Safety Checklist


Pre-Operation Inspection

ItemPassFailComments
Check the forks for any damage or wear. [1] Check: Forks are free from cracks, bends, or excessive wear. If failed: Replace damaged forks before operation._________________
Inspect the mast for any signs of damage or misalignment. [1] Check: Mast rails are straight, rollers move freely, and chains are properly adjusted. If failed: Repair or replace damaged mast components before operation._________________
Verify tire condition and pressure. [1] Check: Tires are properly inflated, and free from cuts, bulges, or excessive wear. If failed: Inflate tires to the recommended pressure or replace if damaged._________________
Ensure the overhead guard is securely in place and undamaged. [1] Check: Overhead guard is free from cracks, bends, or missing hardware. If failed: Repair or replace damaged overhead guard before operation._________________
Check the safety belt for proper function and condition. [1] Check: Safety belt is not frayed or damaged and the buckle functions correctly. If failed: Replace damaged safety belt before operation._________________
Inspect the hydraulic system for leaks or damage. [1] Check: No visible leaks from hoses, cylinders, or fittings. If failed: Repair any hydraulic leaks before operation._________________
Check the oil level. [1] Check: Oil level is within the recommended range. If failed: Add oil to the correct level before operation._________________

Post-Start Checks

ItemPassFailComments
Test the brakes for proper function. [1] Check: Brakes engage smoothly and stop the forklift effectively. If failed: Repair or adjust brakes before operation._________________
Verify all lights are working. [1] Check: Headlights, taillights, and warning lights are functional. If failed: Replace any non-functional lights before operation._________________
Check all signals are working. [1] Check: Turn signals and hazard lights are functional. If failed: Repair any non-functional signals before operation._________________
Test the horn. [1] Check: Horn produces a clear and audible sound. If failed: Repair or replace horn before operation._________________
Monitor gauges for normal readings. [1] Check: All gauges (fuel, temperature, etc.) display readings within the normal operating range. If failed: Investigate and correct any abnormal gauge readings before operation._________________
Check the steering for proper function. [1] Check: Steering is responsive and smooth without excessive play. If failed: Repair or adjust steering before operation._________________
Verify all control levers function correctly. [1] Check: Lift, tilt, and directional levers operate smoothly and as intended. If failed: Repair or adjust any malfunctioning control levers before operation._________________

Operational Safety Guidelines

ItemPassFailComments
Always wear your seatbelt. [1] Check: Operator is wearing the seatbelt at all times during operation. If failed: Instruct the operator to wear the seatbelt._________________
Operate the forklift in a well-ventilated area. [1] Check: The area is adequately ventilated to prevent carbon monoxide buildup. If failed: Improve ventilation or relocate the forklift to a well-ventilated area._________________
Be careful on dangerous surfaces. [1] Check: The surface is free of loose objects, is even, and is not wet, greasy, or icy. If failed: Clear the surface or use appropriate caution when operating on dangerous surfaces._________________
Never carry another person on the forklift. [1] Check: Only the operator is on the forklift. If failed: Instruct any additional personnel to not ride on the forklift._________________
Be especially careful when turning. [1] Check: Turns are executed slowly and with awareness of the forklift's stability. If failed: Slow down and use extra caution when turning._________________
Be careful around other people; pedestrian always has the right of way. [1] Check: Operator is alert to people walking near the forklift and yields to pedestrians. If failed: Remind the operator to be aware of pedestrians and yield the right of way._________________
Know the recommended load limit of the forklift and never exceed it. [4] Check: The weight of the load does not exceed the forklift's load limit. If failed: Reduce the load weight to be within the forklift's capacity._________________
Know how to assess the weight of the load to be lifted. [4] Check: Operator can accurately determine the weight of the load. If failed: Provide training on how to assess load weight._________________
Be familiar with the route for travel. [4] Check: Operator knows the route and is aware of any obstructions or restrictions. If failed: Review the route with the operator and identify any potential hazards._________________
Look ahead for any obstructions or restrictions that might be in the path you are going to travel [4] Check: The path is clear of any obstructions or restrictions. If failed: Clear any obstructions or restrictions from the path._________________
Decrease speed around all corners, sound the horn, and consider the swing of both the rear of the forklift truck and the load. [3] Check: The forklift slows down at corners, the horn is sounded, and the operator is aware of the swing. If failed: Remind the operator to slow down, sound the horn, and be aware of the swing._________________
Watch for pedestrians. Keep a safe distance from other lifting devices, pedestrians, elevated surfaces, ramp edges, machinery, etc. [3] Check: The operator maintains a safe distance from pedestrians and other objects. If failed: Remind the operator to watch for pedestrians and keep a safe distance._________________
Travel in reverse when a load blocks your sight lines and always look in the direction of travel. [3] Check: The forklift is driven in reverse when the load blocks sight lines, and the operator looks in the direction of travel. If failed: Instruct the operator to drive in reverse when the load blocks sight lines._________________
Check for adequate overhead clearance when entering an area or raising the forks (including the load). [3] Check: There is sufficient overhead clearance. If failed: Ensure adequate overhead clearance before proceeding._________________
Maintain a safe working limit from all overhead power lines. [3] Check: The forklift is operated at a safe distance from overhead power lines. If failed: Maintain a safe distance from overhead power lines._________________
Loaded trucks, when travelling up and down a hill that is greater than a 5% grade should travel with the load pointed uphill. [2] Check: The forklift travels uphill with the load pointed uphill. If failed: Ensure the forklift travels uphill with the load pointed uphill._________________
The unloaded truck should travel with the forks pointed downhill, regardless of the grade. [2] Check: The unloaded forklift travels with the forks pointed downhill. If failed: Ensure the unloaded forklift travels with the forks pointed downhill._________________
Do not turn until on level ground whenever possible. [2] Check: Turns are made on level ground. If failed: Avoid turning on inclines._________________
Ensure that forks are level, high enough to enter the pallet, proper width to provide an even distribution of the weight and all the way under the load, reaching up to at least two-thirds of the load length. [6] Check: Forks are properly positioned under the load. If failed: Reposition the forks for proper load distribution._________________
Before any lift, make sure the forks are properly centred under the load, the forklift is stopped, and the brake is engaged. [6] Check: The forklift is stopped, the brake is engaged, and the forks are centered. If failed: Ensure the forklift is stopped, the brake is engaged, and the forks are centered._________________
Lift the load straight up until it is clear of the ground, rack, or other materials. Watch that the load does not catch on adjacent loads or obstructions. [6] Check: The load is lifted straight up and clear of obstructions. If failed: Ensure the load is lifted straight up and clear of obstructions._________________
Tilt the load back. [6] Check: The load is tilted back. If failed: Tilt the load back._________________
Slowly reverse straight back (if possible) with the load suspended, continuously checking for obstructions for the load and forklift. Once the load is clear from all obstructions, it can be lowered to a height of about 10-15 cm (4-6 in.) above the ground. It is now safe to travel with the load. [5] Check: The forklift reverses slowly, and the operator checks for obstructions. If failed: Ensure the forklift reverses slowly and the operator checks for obstructions._________________
After placing the load down, make sure that the forks are no longer supporting the weight of the load and that the forks are tilted back to level before backing up. [5] Check: The forks are not supporting the weight, and the forks are tilted back. If failed: Ensure the forks are not supporting the weight and the forks are tilted back._________________
Tilt loads backwards. [5] Check: Loads are tilted backwards. If failed: Tilt loads backwards._________________
Travel with forks as low as possible from the floor and tilted back (usually within 10-15 cm (4 to 6 inches) above the floor). [5] Check: Forks are low to the ground and tilted back. If failed: Lower the forks and tilt them back._________________
Match speed to, load, presence of pedestrians, obstructions, and driving and workplace conditions, including slippery surfaces. [5] Check: Speed is appropriate for the conditions. If failed: Adjust speed to match the conditions._________________
Obey posted traffic signs and follow all traffic control requirements for that work location (e.g., driving on the right-hand side, lane markings, etc.). [5] Check: Traffic signs are obeyed, and traffic control requirements are followed. If failed: Follow traffic signs and traffic control requirements._________________
Avoid sudden stops. [5] Check: Stops are smooth and gradual. If failed: Avoid sudden stops._________________
Use the proper lift fixture or attachment for special loads (such as carpet spike or drum grappler). [7] Check: The correct lift fixture is used. If failed: Use the correct lift fixture._________________
Position the load according to the recommended load centre. The load limit of the lift truck decreases as the load centre is raised. [7] Check: The load is positioned at the recommended load center. If failed: Reposition the load at the recommended load center._________________
Do not add extra weight to counterbalance an overload. [7] Check: No extra weight is added to the forklift. If failed: Remove any extra weight._________________
Keep loads close to the front wheels to keep lift truck stable. [7] Check: Loads are kept close to the front wheels. If failed: Reposition the load closer to the front wheels._________________
If the load is unbalanced (by its characteristics), keep the heavier end closer to the front wheels. Tilt the mast back. [7] Check: The heavier end of the load is closer to the front wheels, and the mast is tilted back. If failed: Reposition the load and tilt the mast back._________________

Emergency Procedures

ItemPassFailComments
In case of carbon monoxide poisoning, call for medical help immediately! [1] Check: Ensure that there is a procedure in place for contacting emergency medical services. If failed: Establish a clear emergency contact procedure._________________
Park in an approved location. [2] Check: The forklift is parked in a designated and approved area. If failed: Move the forklift to an approved parking location._________________
Apply parking brakes. [2] Check: The parking brake is engaged. If failed: Engage the parking brake._________________
Lower the forks or load to the floor. [2] Check: The forks are lowered to the floor. If failed: Lower the forks to the floor._________________
Neutralize the lift controls. Set the direction lever in neutral and lock the mechanism (if present). Tilt the mast forward slightly and lower the forks to the floor until the fork tips touch the floor. [2] Check: The lift controls are neutralized, and the mast is tilted forward. If failed: Neutralize the lift controls and tilt the mast forward._________________
Turn off the motor switch or turn off the controls. [2] Check: The motor switch is turned off. If failed: Turn off the motor switch._________________
Remove the key. [2] Check: The key is removed from the ignition. If failed: Remove the key._________________
Shut off the fuel supply (e.g., disconnect the battery or go through propane shut-down procedures). [2] Check: The fuel supply is shut off. If failed: Shut off the fuel supply._________________
Block the wheels if the truck is parked on an incline. [2] Check: The wheels are blocked. If failed: Block the wheels._________________

General Requirements


ItemPassFailComments
Forklift trucks should be operated only by experienced workers who are trained, certified or licensed to perform this task. [4] Check: Only trained, certified, and licensed operators are allowed to operate the forklift. If failed: Provide necessary training and certification to the operator._________________
Complete a full inspection daily. [1] Check: A full inspection is completed daily before operating the forklift. If failed: Ensure a daily inspection is performed and documented._________________

Failed Item Procedures


  1. If there is a problem, fix it before using the forklift. [1]
  2. Any failed item must be reported to the supervisor immediately.

Documentation Requirements


Maintain records of all inspections, maintenance, and training activities. Copies of OSHA Form 300 and First Report of Injury, Form 801, must be kept for five years. Employee safety and health training records must also be maintained. Safety inspections and corrections should be documented and maintained. [8] [8] [8]

Checklist Completion


Overall Status: ☐ Pass     ☐ Fail     ☐ Corrective Actions Required

Inspector Signature: Date:

Supervisor Review: Date:

Corrective Actions Completed By: Date:

References and Standards


  • OSHA regulations

This checklist must be retained for \[RETENTION PERIOD].

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8 source record(s)

Sources used for this answer

[1] Forklift Trucks - Maintaining Truck Control

Page 3

Open source document

Source excerpt

# Forklift Trucks - Maintaining Truck Control (cont.) ## How do you maintain control when travelling? (cont.) - Decrease speed around all corners, sound the horn, and consider the swing of both the rear of the forklift truck and the load. - Watch for pedestrians. Keep a safe distance from other lifting devices, pedestrians, elevated surfaces, ramp edges, machinery, etc. - Avoid sudden stops (for example, unsecured loads may fall off the forks). - Travel in reverse when a load blocks your sight lines and always look in the direction of travel. - Check for adequate overhead clearance when entering an area or raising the forks (including the load). - Watch out for hazards while travelling, including oil spots, wet spots, loose objects, holes, rough surfaces, people, other vehicles, etc. - Cross railroad tracks at designated track crossing locations only. Drive over the tracks at an angle. - Maintain a safe working limit from all overhead power lines. - Do not turn on ramps. - Do not elevate the load when the forklift truck is on an incline. - Do not allow riders, unless the forklift is designed to have a passenger seat or if an approved man-lift forklift cage is in use (man-lift workers must exit the cage each time the forklift must drive to a new location). ## How should you steer to maintain control? - Do not turn a lift truck steering wheel sharply at fast speeds. - Do not overload a lift truck. It can cause a loss of steering control. - Do not add extra weight to a counterweight to improve steering. Front Wheels Rear Wheels Forklift Trucks - Maintaining Truck Control CCOHS

[2] Forklift Trucks - Professional Operator

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Open source document

Source excerpt

CCOHS CCHST Canadian Centre for Occupational Health and Safety Centre canadien d'hygiène et de sécurité au travail Forklift Trucks # Forklift Trucks - Professional Operator ## On this page Who can operate the forklift truck? What should an operator do when operating the forklift truck? What should an operator not do when operating a forklift truck? ## Who can operate the forklift truck? Forklift trucks should be operated only by experienced workers who are trained, certified or licensed to perform this task. Some jurisdictions specify that only a "competent" or "authorized" person may operate powered lift trucks and others may specify a minimum operator age (e.g., 18 years or older). Check with your local occupational health and safety government department for more information. The CSA standard B335-15 (R2020), "Safety standard for lift trucks", includes the development and implementation of a lift truck safety program, operator training requirements, qualifications of the lift truck trainer (including medical and fitness requirements), maintenance and repair practices, etc. ## What should an operator do when operating the forklift truck? - Know the recommended load limit of the forklift and never exceed it. - Know how to assess the weight of the load to be lifted. - Do a visual and operational check of the forklift at the start of the shift. - Always inspect and wear any seat belt or operator restraint device or system when these devices are available on the forklift truck. - Know how to properly enter and leave the vehicle. - Be familiar with the route for travel. - Look ahead for any obstructions or restrictions that might be in the path you are going to travel (e.g., slippery floors, items in the path, weight restrictions for floors, dock or bridge plates, elevators, etc.). Forklift Trucks - Professional Operator CCOHS

[3] Forklift Trucks - Maintaining Truck Control

Page 4

Open source document

Source excerpt

# Forklift Trucks - Maintaining Truck Control (cont.) ## How do you maintain control when driving in reverse? - Face the rear. - Sound the horn before moving. - Drive slowly. - Stop when sight lines are limited or blocked. - Use a signaller when needed. ## How do you maintain control when travelling up or downhill? Always check with the manufacturer's operating instructions. In general: - Loaded trucks, when travelling up and down a hill that is greater than a 5% grade should travel with the load pointed uphill. - The unloaded truck should travel with the forks pointed downhill, regardless of the grade. - Do not turn until on level ground whenever possible. ## How should you shut down the forklift truck? - Park in an approved location. - Apply parking brakes. - Lower the forks or load to the floor. - Neutralize the lift controls. Set the direction lever in neutral and lock the mechanism (if present). Tilt the mast forward slightly and lower the forks to the floor until the fork tips touch the floor. - Turn off the motor switch or turn off the controls. - Remove the key. - Shut off the fuel supply (e.g., disconnect the battery or go through propane shut-down procedures). - Block the wheels if the truck is parked on an incline. Fact sheet last revised: 2023-09-27 Forklift Trucks - Maintaining Truck Control CCOHS

[4] Self-inspection checklist: Recordkeeping

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Open source document

Source excerpt

Self-inspection checklist ## Recordkeeping Are all occupational injuries and illnesses, including those involving loss of life, loss of consciousness, loss of time from work, and those requiring treatment other than first aid, recorded as required on the OSHA Form 300? Are copies of OSHA Form 300 and First Report of Injury, Form 801, kept for five years? Are employee's medical records and records of exposure to hazardous substances or harmful physical agents current? Have arrangements been made to maintain required records for the legal period for each type of record? (Some records must be maintained for at least 40 years.) Are operating permits and records current for elevators, pressure vessels, and liquefied petroleum gas tanks? Are employee safety and health training records maintained? Are safety inspections and corrections documented and maintained?

[5] Forklift Trucks - Maintaining Truck Control

Page 2

Open source document

Source excerpt

# Forklift Trucks - Maintaining Truck Control (cont.) ## How do you maintain control when lifting, tilting, and stacking a load? (cont.) - Slowly reverse straight back (if possible) with the load suspended, continuously checking for obstructions for the load and forklift. Once the load is clear from all obstructions, it can be lowered to a height of about 10-15 cm (4-6 in.) above the ground. It is now safe to travel with the load. - After placing the load down, make sure that the forks are no longer supporting the weight of the load and that the forks are tilted back to level before backing up. ## How do you maintain control when travelling? - Tilt loads backwards. - Travel with forks as low as possible from the floor and tilted back (usually within 10-15 cm (4 to 6 inches) above the floor). - Match speed to, load, presence of pedestrians, obstructions, and driving and workplace conditions, including slippery surfaces. - Obey posted traffic signs and follow all traffic control requirements for that work location (e.g., driving on the right-hand side, lane markings, etc.). - Decrease speed at all corners, sound the horn and watch the swing of both the rear of the lift truck and the load. - Watch for pedestrians. Keep a safe distance from other lifting devices, pedestrians, elevated surfaces, ramp edges, machinery, etc. - Avoid sudden stops. Till Back As low as possible - Travel in reverse when a load blocks your vision, and always look in the direction of travel. - Match speed and driving to the load, obstructions, and workplace conditions, including slippery surfaces. - Obey posted traffic signs and follow all traffic control requirements for that workplace (e.g., driving on the right-hand side, lane markings, etc.). Forklift Trucks - Maintaining Truck Control CCOHS

[6] How to Safely Operate a Forklift and Safety Checklist

Page 2

Open source document

Source excerpt

# How to Safely Operate a Forklift (cont.) ## Printed 9/07 (cont.) L FORKLIFT SAFETY # How to Safely Operate a Forklift - L Be especially careful when turning. The forklift is less stable during turns. - The load should be leveled and should not be raised. It should be no more than 2 inches from the ground. - Becarefularoundotherpeople. Youshouldalways be alert to people walking near the forklift. The pedestrian always has the right of way. - Always wear your seatbelt. If an accident occurs, the seatbelt will help protect you. - Operating a forklift is not like driving a car. A forklift is equipment designed for work. Drive slowly, and if your visibility is obstructed by the load, drive in reverse. - Operate the forklift in a well-ventilated area. If you operate without proper ventilation, you risk carbon monoxide poisoning, a potentially fatal illness. Symptoms of carbon monoxide poisoning include headache, dizziness, light-headedness and nausea. If you suspect someone is suffering from carbon monoxide poisoning, call for medical help immediately! - Be very careful on dangerous surfaces, such as surfaces with loose objects, uneven surfaces, or surfaces that are wet, greasy or icy. - Never carry another person in the forklift. There is only one seatbelt and one seat. Do not allow anyone to be lifted on the blades of the forklift or on a pallet. If you plan to lift someone with the forklift, special authorized equipment must be used and specific safety rules must be followed. - Complete a full inspection daily. - If there is a problem, fix it before using the forklift. Safety Checklist Before starting the forklift, you should check: ✓ The forks ✓ The mast ✓ The tires ✓ The overhead guard ✓ The safety belt - The hydraulic system - The oil level ## After starting the forklift, you should check: ✓ The brakes - The lights - The signals ✓ The horn - The gauges - The steering ✓ The control levers For more information

[7] Forklift Trucks - Maintaining Truck Control

Page 1

Open source document

Source excerpt

CCOHS CCHST Canadian Centre for Occupational Health and Safety Centre canadien d'hygiène et de sécurité au travail # Forklift Trucks # Forklift Trucks - Maintaining Truck Control ## On this page How do you maintain control of the load when handling pallets? How do you maintain control when lifting, tilting, and stacking a load? How do you maintain control when travelling? How should you steer to maintain control? How do you maintain control when driving in reverse? How do you maintain control when travelling up or downhill? How should you shut down the forklift truck? ## How do you maintain control of the load when handling pallets? Ensure that forks are: - Level. - High enough to enter the pallet. - Proper width to provide an even distribution of the weight. - All the way under the load, reaching up to at least two-thirds of the load length. ## How do you maintain control when lifting, tilting, and stacking a load? - Before any lift, make sure the forks are properly centred under the load, the forklift is stopped, and the brake is engaged. - Lift the load straight up until it is clear of the ground, rack, or other materials. Watch that the load does not catch on adjacent loads or obstructions. - Tilt the load back. Forklift Trucks - Maintaining Truck Control CCOHS

[8] Forklift Trucks - Load Handling

Page 1

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Source excerpt

CCOHS CCHST Canadian Centre for Occupational Health and Safety Centre canadien d'hygiène et de sécurité au travail Forklift Trucks # Forklift Trucks - Load Handling ## On this page How should you load the forklift truck? How should you raise the load? How should you insert the fork when loading the forklift truck? ## How should you load the forklift truck? Do not exceed the recommended load limit of your lift truck. Each lift truck has a maximum load limit. The load limit is shown on the data plate of the lift truck. FORKLIFT SERIAL NO. D90 [redacted identifier] 5 CAPACITY Load Limit (kg) 1800 kg AT 60 CM LOAD CENTRE WITH UPRIGHTS VERTICAL Load Centre (cm) TYPE G CHARGE KILOGRAMS MAXIMUM RATING A* B Height forks 1 800 60 365 will lift (cm) FOUR RATING WITH ATTACHMENTS SEE ATTACHMENT NAME PLATE DO NOT EXCEED RATING - Use the proper lift fixture or attachment for special loads (such as carpet spike or drum grappler). - Position the load according to the recommended load centre. The load limit of the lift truck decreases as the load centre is raised. - Do not add extra weight to counterbalance an overload. - Keep loads close to the front wheels to keep lift truck stable. - If the load is unbalanced (by its characteristics), keep the heavier end closer to the front wheels. Tilt the mast back. Forklift Trucks - Load Handling CCOHS

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