Forklift – Operation & Safety

Learning Outcomes

Upon completion of this course, you should be able to:

• Become familiar with the forklift components
• Understand machine stability and center of gravity
• Learn how to use the data plate to calculate safe load handling
• Understand operator responsibility and safety precautions when working with a forklift
• Learn the basic operating skills required of a forklift

Course Content

Lesson 1: Introduction

• Provides an overview of the topics covered in the course
• Describes operator responsibility when working with the forklift
• Provides a general safety overview

Lesson 2: Major Components

• Identifies the safety features and major components of the forklift
• Describes the steering configuration
• Identifies warning labels, stickers, and decals
• Introduces the data plate

Lesson 3: Machine Stability

• Explains the relationship between the machine geometry and operational dynamics, a crucial foundation for maximizing machine stability
• Explains the center of gravity, the "stability triangle," and contributing factors that affect it
• Explains how to improve stability when maneuvering, lifting, and transporting a load

Lesson 4: Data Plate

• Describes how to identify the forklift’s data plate and where to locate it
• Describes what information is contained on the data plate and explains why this information is important
• Explains how to interpret and apply data plate information in making task and load decisions, as well has how to understand the limitations of the machine

Lesson 5: Operator and Workplace

• Explains the operator's responsibility to be adequately trained and qualified, and to be aware of the environment or workplace where the forklift will be operated
• Explains how to perform a thorough pre-use inspection
• Explains how to mount and dismount the machine, as well as how to position yourself during operation
• Describes the importance of safety and knowing risks and environmental factors
• Describes how to avoid a tip-over and what precautions to take if hazards are encountered
• Explains the proper procedure to safely refuel or recharge the forklift

Lesson 6: Operation

• Describes how to assess and deal with problematic loads
• Describes how to handle, transport, and place materials
• Describes working conditions and the limitations of the machine to which they must pay attention
• Describes day-to-day activities, including proper roading procedures, stopping, shutting down, and parking of a typical forklift.

Final Exam – 30 question exam with incorrect response feedback

Recommended Background

Although we recommend that you take the following prerequisite courses, this course is suitable for anyone with an interest in equipment operation and safety.

• Recommended prerequisite courses:
  • Heavy Equipment – Introduction and Safety 
  • Heavy Equipment – Pre-Use Inspection