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					Things
Everyone Should Know About Forklift
Safety




               Train the Trainer
    Things Everyone
5   Should Know About
    Forklift Safety
1. You're Only as Strong as Your Weakest Link
2. Anyone Can Be A Target.
3. Once Your Forklift Safety Plan is Done, it Stays
   Done.
4. How Protected Is Your Company.
5. There is Help.




                                     Train the Trainer
1   You are Only as Strong
    as your Weakest Link
    The challenge in establishing a work place forklift
    safety plan is finding the time to do the research and
    figure out what's right for your company, your
    operators and your budget. The problem quickly
    becomes obvious: you may be doing everything right
    but what about Federal OSHA, Department of Labor
    standards and State requirements?




                                      Train the Trainer
2   Anyone Can be a
    Target
    OSHA is back in the enforcement business. Labor
    Secretary Hilda L. Solis has said:
    • "There's a new sheriff in town" and "Workplace
       safety is more than a slogan. It's the law"
    The Department of Labor which oversees OSHA has
    made it crystal clear that
    • "The Bush administration days of lax
       enforcement are over."
    • Inspections will become more frequent.
    • OSHA proposed fines of $87 million - 4 times
       greater than any previous sanction against an
       employer.


                                  Train the Trainer
3   Once your Safety Plan
    is Done, it Stays Done
    A company forklift safety policy is a plan that once it's
    done it lays out a road map for you to follow any
    time:
    •   You hire someone new

    •   There are safety concerns at your facility

    •   Remain in compliance with updates
    It simply lays a foundation for ongoing forklift safety
    policies and procedures. It's much easier than you
    might think.



                                        Train the Trainer
4   How Protected Is Your
    Company
    Like most of small businesses in America the
    chances are that some of your employees are either
    family, or get treated like family. Who is going to
    play short stop at the next company picnic? If there
    is an accident that could have easily been avoided
    by simple training and a solid forklift safety plan.
    These days who can afford to lose an employee to
    an injury or worse?



                                        Train the Trainer
5   There is Help
    CertifyMe, the leader in forklift operator safety
    training and certification helps you establish your
    complete forklift safety plan - even if your budgets
    are stretched to the breaking point.




                                        Train the Trainer
24   More Things
     All employers should know about forklift certification
     and training




                                        Train the Trainer
1   Why Should You Take
    This Course?
    This course is designed to help you, the Employer,
    implement a forklift safety operations program.



    After taking our course, you will have the tools
    necessary to create an efficient, OSHA-compliant
    code of operations for your operators and
    employees.




                                       Train the Trainer
2   Who is This Course
    Designed For?
    This course is created to address the needs and
    benefits of a Powered Industrial Truck training
    certification course.



    As the employer, you are responsible for
    administering a course to your employees that meets
    the specific needs of your equipment and situation.




                                      Train the Trainer
3   Who is the Trainer?
    It is best to plan for classroom training as well as hands-
    on, on-the-job training.
    You may also want to hire an outside person to train your
    employees. Third-party training consultants may include:
         •   Forklift suppliers

         •   Third-party, independent compliance consultants

         •   Trade organizations or specialized training
             schools

         •   NSC (National Safety Council)




                                          Train the Trainer
4   Employee Certification
Here are some rules of thumb:
    •   Be able to present a contract of the training process
        (for outsource training), as well as certificates for each
        operator.
    •   Have your trainer work with the operators using his
        current work routines to ensure proper safety
        guidelines are followed.

    •   REMEMBER TO EVALUATE AND CERTIFY!
        For a Union has trained an operator, have your
        evaluator observe the operator, issue training on any
        issues he sees fit, and…
document everything before certifying him.



                                           Train the Trainer
5   Where to Evaluate
    Employees?
    Employees must be evaluated within their everyday
    workplace.

    Since your employees are operating your machinery
    each day on your grounds, and according to your
    safety training, it makes sense that they're evaluated
    in a normal working environment.




                                       Train the Trainer
6   You have A LOT to do!
    Your training program will require just as much
    administrative work as it does planning and actual
    training.
    •   Record where and when all training takes place,
        including who provided the training
    •   Be thorough about evaluation and certification
    •   Ensure all documentation




                                     Train the Trainer
7   What is my Safety Duty
    to my Employees?
    According to OSHA, the General Duty Clause of an
    Employer is as follows:

    (GENERAL DUTY CLAUSE)Each employer shall furnish to each of his
    employees employment and a place of employment which are free from
    recognized hazards that are causing or are likely to cause death or serious
    harm to his employees.

    Each employee shall comply with occupational safety and health standards
    and all rules, regulations and orders issued pursuant to this article which are
    applicable to his own actions and conduct.


    Good administrative policy and regular evaluation, you will
    ensure that your employees are safe, and your business is
    OSHA-compliant.




                                                      Train the Trainer
8   What is a Good Safety
    Program?
    A good safety program has:
    • Employer that addresses accidents or safety issues
    •   Employer commitment and employee involvement
    •   Possible hazards and prevention are addressed
    •   Someone "qualified" oversees safety regulations for
        your operators
    •   Consequences for employees who don't follow safety
        procedure
    •   Safety meetings where employee concerns are
        addressed.
    •   Continual program evaluation to ensure the best
        possible safety program is being implemented


                                        Train the Trainer
9   Forklifts (Powered
    Industrial Trucks)
    OSHA defines a Powered Industrial Truck:
    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. Commonly known as forklifts, pallet
    trucks, lifttrucks, or forktrucks




                                        Train the Trainer
10   PIT Training
     Procedures
     The latest OSHA standard (1999) requires that employees
     undergo both formal training, as well as hands-on training.

     •   The Formal Training should cover the new standard,
         and how it applies to your individual workplace and
         equipment.


     •   The Practical Training, or Hands-on Training, is
         conducted in your employees' work environment by
         your trainer. This training ensures that your employees
         control and maneuver forklifts using safe operating
         procedures.




                                           Train the Trainer
11   Safe Operation
     According to regulation (L)(1):
     • (L)(1)(i) The employer shall ensure that each powered
         industrial truck operator is competent to operate a
         powered industrial truck safely, as demonstrated by
         the successful completion of the training and
         evaluation specified in this paragraph (L).

     (L)(2) Training program implementation.
      • (L)(2)(i) Trainees may operate a powered industrial
          truck only:(A)Under the direct supervision of persons
          who have the knowledge, training, and experience to
          train operators and evaluate their competence; and
      • (B)Where such operation does not endanger the
          trainee or other employees



                                           Train the Trainer
11   Safe Operation (cont'd)
     •    (L)(2)(iii) All operator training and evaluation
          shall be conducted by persons who have the
          knowledge, training, and experience to train
          powered industrial truck operators and evaluate
          their competence.
     (L)(3) Training program content. Powered industrial
     truck operators shall receive initial training in the
     following topics, except in topics which the employer
     can demonstrate are not applicable to safe operation
     of the truck in the employers workplace.




                                       Train the Trainer
11   Safe Operation (cont'd)
     (L)(3)(i) Truck-related topics
     •    (D)Engine or motor operation;
     •    (E)Steering and maneuvering;
     •    (F)Visibility (including restrictions due to loading)
     •    (G)Fork and attachment adaptation, operation, and use
          limitations;
     •    (H)Vehicle capacity;
     •    (I)Vehicle stability;
     •    (J)Any vehicle inspection and maintenance that the operator
          will be required to perform;
     •    (K)Refueling and/or charging and recharging of batteries;
     •    (L)Operating limitations;
     •    (M) Any other operation instructions, warnings, or
          precautions listed in the operators manual for the types of
          vehicles that the employee is being trained to operate.



                                              Train the Trainer
12   Related Topics
     In addition to operation of the truck, the employee
     will also need to be trained in workplace
     environmental factors that involve the space around
     the truck, and how external factors affect the truck.
     These include:
     (L)(3)(ii) Workplace-related topics:
      • (A)Surface conditions where the vehicle will be
          operated;
      • (B)Composition of loads to be carried and load
          stability;
      • (C)Load manipulation, stacking, and unstacking;



                                       Train the Trainer
12   Related Topics (cont’d)
     •   (D)Pedestrian traffic in areas where the vehicle will be
         operated;
     •   (E)Narrow aisles and other restricted places where the
         vehicle will be operated;
     •   (F)Hazardous (classified) locations where the vehicle
         will be operated;
     •   (G)Ramps and other sloped surfaces that could affect
         the vehicle's stability;
     •   (H)Closed environments and other areas where
         insufficient ventilation or poor vehicle maintenance
         could cause a buildup of carbon monoxide or diesel
         exhaust;
     •   (I)Other unique or potentially hazardous environmental
         conditions in the workplace that could affect safe
         operation.


                                          Train the Trainer
13   Refresher Training and
     Evaluation
     When the Refresher Training and Evaluation comes
     in handy:
     (L)(4) Refresher Training and Evaluation.
      • (L)(4)(i) Refresher training, including an
         evaluation of the effectiveness of that training,
         shall be conducted as required by paragraph
      • (L)(4)(ii), to ensure that the operator has the
         knowledge and skills needed to operate the
         powered industrial truck safely.




                                       Train the Trainer
13   Refresher Training and
     Evaluation (cont’d)
     •    (L)(4)(ii) Refresher training in relevant topics shall be
          provided to the operator when:
           •     (A) The operator has been observed to operate the
                 vehicle in an unsafe manner
            •    (B)The operator has been involved in an accident or
                 near-miss incident
            •    (C)The operator has received an evaluation that reveals
                 that the operator is not operating the truck safely
            •    (D)The operator is assigned to drive a different type of
                 truck; or
            •    (E)A condition in the workplace changes in a manner
                 that could affect safe operation of the truck.
     If any of the above conditions are met by the operator, Refresher
     Training may be provided. REMEMBER TO RECORD THAT THIS
     TRAINING HAS OCCURRED!




                                                Train the Trainer
14   Evaluations/Duplicate
     Training
     Fortunately, OSHA gives us specific guidelines on how
     often we should evaluate employee performance:
      • (L)(4)(iii) An evaluation of each powered industrial
          truck operators performance shall be conducted at
          least once every three years.

     •   (L)(5) Avoidance of duplicative training. If an operator
         has previously received training in a topic specified in
         paragraph (L)(3) of this section, and such training is
         appropriate to the truck and working conditions
         encountered, additional training in that topic is not
         required if the operator has been evaluated and found
         competent to operate the truck safely.




                                           Train the Trainer
14   Evaluations/Duplicate
     Training (cont’d)
     Also, as we covered before, you do not need to retrain if
     the operator is found competent. Keep records of any
     instance where such an evaluation takes place in lieu of
     duplicate training.

     •   (L)(5) Avoidance of duplicative training. If an operator
         has previously received training in a topic specified in
         paragraph (L)(3) of this section, and such training is
         appropriate to the truck and working conditions
         encountered, additional training in that topic is not
         required if the operator has been evaluated and found
         competent to operate the truck safely.




                                           Train the Trainer
15   With Regards to
     Certification
     (L)(6) Certification. The employer shall certify that
     each operator has been trained and evaluated as
     required by this paragraph
      • (L). The certification shall include:
          • Name of the operator
          • Date of the training
          • Date of the evaluation
          • Identity of the person(s) performing the
             training or evaluation.
     Ensure that all points mentioned on this list are
     recorded as part of your certification process.



                                         Train the Trainer
15   With Regards to
     Certification (cont’d)
     (L)(7) Dates. The employer shall ensure that the operator
     of a powered industrial truck was trained, as appropriate.

     This means that anyone who operates a truck within your
     workplace should not only be trained, but should have
     documentation available that the training took place.
     THIS IS IMPORTANT. Don't skip this valuable step.




                                           Train the Trainer
16   Developing a Training
     Program
     Fortunately, OSHA doesn't leave you in the dark
     when it comes to developing your program.
     •   1910.178 (L)(8) Appendix A to this section
         provides non-mandatory guidance to assist
         employers in implementing this paragraph (L).
         This appendix does not add to, alter, or reduce
         the requirements of this section.
     Understanding this section will be very valuable to
     you in developing your program.



                                       Train the Trainer
17   What's Going On?
     One of your most powerful resources for developing

     a great safety program is yourself!



     Keep a log of your equipment and the specs, as well

     as which operators use that equipment.




                                       Train the Trainer
18   Understanding the
     Equipment
     You should be prepared to research more about the
     following basic concepts:
      • Stability Triangle: This is an imaginary triangle
          on the truck representing the force of balance
          available at any time.
     •   Center of Gravity: The point which is at the
         center of the stability triangle - i.e., will stop the
         truck from tipping.
     •   Load Center: The truck will tip forward when it is
         loaded, which adjusts the center of gravity.
         Shifting the front load up will tip back the mass.


                                           Train the Trainer
18   Understanding the
     Equipment (cont’d)
     Your operators should also understand these
     hazards:
      • Power Lines and other obstruction hazards could
        seriously injure or kill an operator
         •   DO NOT run over power lines.
         •   Stay at least 10 feet away from any live power
             lines
         •   Stay over 35 feet away from high-energy lines
     •   Ramp or slope driving.
     •   Never reverse or speed the truck on a slope
     •   procedures for backing up with a load,
     •   recognizing "blind spots" on the truck



                                         Train the Trainer
19   Operating Manuals
     Operating manuals are an extremely important part of both
     your operator's work experience, AND your training
     program.
      • OSHA 1910.178.(L)(3)(i)(m) states there must be a
         record of:
               " any other operation instructions, warnings or
              precautions listed in the operators manual for the
              types of vehicles that the employee is being
              trained to operate".

     You should make this part of your training materials, as
     well as readily available within the truck. OSHA inspectors
     will check for these materials during an inspection.




                                           Train the Trainer
20   ID Plates and
     Inspections
     ALL lift trucks are required to display manufacturer
     ID plates, and inspectors must be able to read them
     •   Replace damaged plates, contact the
         manufacturer for replacement
     •   Keep records of communication with the
         manufacturer, include those in your files as part
         of your safety compliance process
     •   Inspect your equipment daily, note its operating
         condition and check the status of your plates



                                        Train the Trainer
21   Evaluating Your
     Operators
     Though there is no formal process OSHA dictates for
     evaluating an employee, you MUST have your own
     process, and you MUST document it thoroughly.
     •   Written test

     •   On-site evaluation

     •   Oral evaluation

     •   Training documentation




                                     Train the Trainer
22   Training and Evaluation
     Certification
     Account that every employee who operates the
     machinery has been trained, evaluated, and certified.
     •   Include the operator's name

     •   Date and type of training

     •   Evaluation date

     •   Identity of Trainer/Evaluator


     Keep your records for three years.



                                         Train the Trainer
23   Special Needs and
     Requirements
     OSHA does not require the employer to have
     machine operators undergo physical examinations.

     If you feel that an operator is a risk to himself or
     fellow operators, or to your equipment, you do have
     the right to take appropriate action to ensure the
     safety of your workers.

     Federal law makes it illegal to hire an operator under
     the age of 18. After confirming age, you do not need
     to require special licensure for operators to drive
     your forklifts.



                                       Train the Trainer
24   OSHA Construction
     Safety Course
     OSHA 10-Hour Construction Safety Course Now
     Mandatory In Seven States
     • Conneticut
     • Massachusetts
     • Missouri
     • Nevada
     • New Hampshire
     • New York
     • Rhode Island




                                  Train the Trainer

				
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