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Forklift Operation Procedures
FORKLIFT SAFETY

PROGRAM STATEMENT

The procedures given here use the terms used in the OSHA regulation, 1910.178. These terms are "powered industrial truck" and "operator," which are the same as the commonly referenced "forklift" or "lift truck" and "driver."

It is the policy of the Texas Woman's University to permit only trained and authorized personnel to operate powered industrial trucks. This policy is applicable to both daily operators and those who occasionally use a powered industrial truck.

LIST OF EQUIPMENT
Powered industrial trucks used at TWU include the following:
Counterbalanced sit-down rider forklift
Narrow aisle standup reach truck
Electric pallet jack (power-worker)
Walk-behind reach truck (Raymond)
Counterbalanced order picker
Counterbalanced front/side loader lift truck (E.T.)
______________________________________________(other)
______________________________________________(other)


PRE-OPERATIONAL PROCEDURES
TWU requires operators to perform pre-operational equipment checks on powered industrial trucks prior to the beginning of each shift in which those trucks will be utilized.
Operators are to complete the Daily Lift Truck Checklist (see sample form at end of these procedures).
A supply of these forms is provided in each charging and parking area at the Physical Plant warehouse.
No blank spaces are allowed on the form.
If an item does not apply, use the code N/A.
Fill out the comment section accurately to reflect any operational or visual defects so the Auto Shop Department can repair the problem before the truck becomes unsafe to operate.
Describe the problem thoroughly so that the Auto Shop Department personnel can pinpoint the trouble immediately.
If a completed checklist form is not present on the powered industrial truck, then the truck may not be operated until a checklist is completed.

If the lift truck is safe to operate:
Place the completed checklist form on the holder provided on the vehicle.
The checklist must remain on the vehicle's holder for the duration of the shift.
This serves as a visual notice to all area operators that this piece of equipment was inspected.
Note it on the checklist
Remove the key from the powered industrial truck and place a
DANGER DO NOT OPERATE tag on the steering wheel or control lever of the powered industrial truck.
The employee must take the completed checklist to the Auto Shop and inform them of the problem. The Auto Shop will complete he beginning of the shift and may be used during the shift without another inspection.
At the end of the shift, the checklist must be turned in to the warehouse manager or supervisor.
The manager or supervisor is responsible for reviewing the checklists for accuracy, completeness, and any noted defects.
If the lift truck is unsafe A work order form and schedule the lift truck for repair. Once the work order is written, the lift truck checklist will be sent back to the warehouse supervisor/manager for proper filing.

It is against company policy to operate a defective powered industrial truck or one that has a DANGER DO NOT OPERATE tag placed on the steering wheel or control levers. Appropriate disciplinary action will be enforced.

Warehouse management must retain all Daily Lift Truck Checklist forms for each vehicle for six months. The file should be updated each month with the previous month's checklists thrown away so that TWU always has a constant six-month record retention on these forms.


OPERATING PROCEDURES
Lift trucks shall not be driven up to anyone standing in front of a bench or other fixed object.
All body parts (hands, arms, head, feet, legs, etc.) are prohibited outside the operator compartment of the truck, between the uprights of the mast or within the reach mechanism or other attachments of the truck.
Passengers are not allowed to ride on powered industrial trucks.
Operators shall not block access to fire or emergency exits, stairways, fire equipment or electrical panels.
Under all travel conditions, operate the truck at a speed that will permit it to be brought to a stop in a safe manner.
Stunt driving and horse-play shall be prohibited.
The operator must slow down for wet and slippery floors.

Running over loose objects on the floor is prohibited.
The operator is responsible for cleaning up all fluid leaks (oil, hydraulic, transmission, etc.) from the floor.
Operators are required to report ALL lift truck accidents involving personnel, building structures and equipment to department management.
The operator shall handle loads only within the capacity rating of the truck.
Lift trucks shall not be used for any purpose other than what they were designed.
No person shall be allowed to stand or pass under the elevated portion of any truck whether empty or loaded.
Lift trucks shall not be started or any of its functions or attachments operated from any position other than from the designated operator's position.
If the powered industrial truck is equipped with seat belts or other restraining devices, the operator must use these devices.

When using an order picker lift truck, the operator shall wear the safety belt harness secured to a lanyard at ALL times during operation of the unit. This includes horizontal as well as vertical operation.
The operator shall look 360 before traveling with a lift truck, especially when backing up.
The operator shall observe all traffic regulations and under normal traffic conditions, keep to the
right.
A safe distance of approximately 3 truck lengths shall be maintained when following another lift truck and the operator shall keep his/her truck under control at all times.
The operator shall not pass another truck traveling in the same direction.
The operator shall yield the right of way to pedestrians at all times.
Operators shall slow down and sound audible warning device (horn) at cross aisles and other locations where vision is obstructed.
The operator must keep a clear view of the path of travel and observe for other traffic, personnel and safe clearances. If the load being carried obstructs forward view, travel with the load trailing.

When the forks are empty, the operator shall travel with the forks at a negative pitch as low to the floor as practical. The operator is responsible for adjusting the height of the forks to a safe level when the operating terrain warrants.

When traveling with a load on the forks, the operator shall travel with the load as low to the floor as practical with the load tilted back slightly for improved stability.
The operator of a narrow aisle reach truck that is unloaded shall not travel until the forks are fully retracted and positioned as specified in item #24.

When ascending or descending a grade or incline the operator shall:
Proceed slowly and with caution.
Drive with the load positioned upgrade or uphill when the truck is loaded.

Tilt or raise the forks and attachments only as far as necessary to clear the road surface.
At no time shall a powered industrial lift truck be parked on inclines, ramps or dock plates.
A powered industrial truck is considered to be ATTENDED when the operator is less than 25 feet from the truck which remains in his view.

Before leaving the operator's position, the operator shall:
Bring truck to a complete stop.

Place directional controls in neutral.
Apply the parking brake.
Lower the forks or attachments fully until resting on the floor.
When lowering unloaded forks, the forks shall be tilted forward first and then lowered to the ground until the tips of the forks come in contact with the ground.

A powered industrial truck is considered to be UNATTENDED when the operator is more than 25 feet from the truck which remains in his view, or whenever the operator leaves the truck and it is not in view regardless of distance from the truck.

Before leaving the operator's position in this instance, the operator shall:
Stop the engine or turn off the controls.

When removing battery covers to add or inspect electrolyte levels, the operator shall wear goggles, rubber gloves and apron. Protective equipment is not required when filling batteries equipped with an automatic filler.

If the lift truck is not put on a charge during off shifts or weekends, the operator shall disconnect the battery plug from the truck plug.

During normal production operation, the lift truck may remain pluged into battery when left unattended.

If applicable, to change an LP gas tank, the operator shall:
Put on leather work gloves and goggles.
Disconnect lift truck valve from the empty LP cylinder.
Replace with full cylinder.

The pin on the lift truck must fit into the cut out hole(s) provided on the LP cylinder. This is required by law.

Strap in the cylinder and re-connect the truck valve securely to the cylinder outlet.
Open cylinder valve and listen for leaks.If leaking, close cylinder valve and slowly uncouple the fuel valve.
Try to re-connect. If still leaking, try a different cylinder and notify department management of faulty cylinder.
* If no leaks are present, lift truck may be utilized. Lift trucks shall not be operated with a leak in the fuel system until the leak has been corrected.

When unloading or loading semi-trailers the operator shall:
Engage dock lock mechanism and light before entering the trailer.   
Check condition of dock leveler plate and trailer floor before entering.
If the dock lock mechanism is malfunctioning or cannot be secured to the semi-trailer due to trailer damage, the operator shall place wheel chocks under the rear wheels of the trailer prior to loading or unloading.

When unloading or loading the 28 foot trailers, the operator shall follow the procedures:
Be sure the semi-tractor is coupled to the trailer or the fixed jack on the front of the trailer is lowered to the ground to prevent these two trailers from tipping forward.
Chock the rear wheels of the trailer if the dock lock device does not work.

The operator shall use the following backup procedure and sequence:
Pivot at the waist and inspect the area of operation in the rear of the fork truck,  watching for obstructions and pedestrians.
Blow the horn to alert any pedestrians that may or may not be visible.
Engage the directional lever to the reverse position.
Concentrate on the removal of the forks from the load to avoid any load disturbance, as you back the fork truck out of the load.
Stop the fork truck 18" to 24" away from the load's resting location and lower the  forks to the proper travel height and angle.

During load placement, the operator shall:
Square the fork truck with the load resting location.   
Stop the fork truck 18" to 24" away from the load resting location.   
Raise the load to proper entry height.   
Drive forward with the load and position the load over its resting location.   
Lower the load to a height of 4" if possible.   
Tilt the load forward to a level position.   
Lower the load to its resting platform.

Back up the unit using proper back up procedures and sequence.

During load retrieving, the operator shall:
Square the fork truck with the load resting location.
Stop the fork truck 18" to 24" away from the load resting location.
Raise the forks to eye level and level the forks to a horizontal position.
Raise the forks to the proper entry height.
Enter the load and maintain the clearance around the forks to avoid load disturbance.
Raise the load so it is completely suspended from its resting platform.
Tilt the load back.Visually inspect the rear area of the fork truck to ensure no pedestrians are behind or around the unit.
Back up the unit using proper back up procedures and sequence.
Back up the fork truck 18" to 24" and stop.Lower the load to the proper travel height.


TRAINING PROGRAM
Under no circumstances shall an employee operate a powered industrial truck/forklift until he/she has successfully completed this company's forklift operation training program.
This includes all new operators regardless of claimed previous experience.

The training program includes classroom instruction and operational training on each specific powered lift truck to be utilized by the employee in his/her work area.Individuals in the following departments receive training:
Shipping & Receiving
Distribution
Landscaping
Printing
Services
Golf Course
Other individuals as determined by area management

The Supervisor will identify all new employees in the employee orientation program and make arrangements with Safety Office to schedule the classroom instruction for those employees previously identified in this procedure.

Classroom training consists of:
Review of policy by employee.  
Review forklift operation and safety training video. 
Successful completion of examination.

Training program covers:
Types of vehicles.
Nomenclature/operating principles of a powered industrial truck;
Preventive maintenance/pre-operational equipment checks;
safe operating rules.

Issuance of a TEMPORARY Operator license upon successful completion of classroom training.

Operational training consists of:
Pre-operational checklist procedures (see Daily Lift Truck Checklist at end of these procedures).
Operational review of each powered industrial truck the employee is expected to operate.

This includes:
Pre-operational checklist procedures;         
Proper use of controls;        
 Maneuvering skills;         
Selecting and picking up loads,         
Driving with a load;         
Stacking and moving loads;         
Dock safety; and         
Re-fueling/charging operations
.

RESPONSIBILITIES
The Safety Office is responsible for communicating employee re-training, notifying department management, making scheduling arrangements, and performing the classroom instruction.
Re-training is tracked via computer and reviewed once each year.
Appropriate training certificates are issued.Human Resources maintains records in employee safety files of individuals trained and certified for Powered Industrial Trucks.
Supervisors are responsible for scheduling the employee with the operational training program after successful completion of the classroom training or re-training segment.
The trainers are also responsible for completion of the Industrial Lift Truck Operational documentation and sending it baack to the Safety Office.
Employees who have successfully completed the classroom and operational instruction will be issued a permanent operator license from the Department Operations Trainer.
Employees must have this license with them at all times while operating powered industrial trucks.
Re-training will be performed every two years.
The TEMPORARY Operator License will allow the employee to operate lift trucks during the operational training phase.

~~~~~


Daily Lift Truck Checklist Form

Operator's signature:________________________________

Date:____________________________________________

Lift Truck Number: _________________________________

Type: LPG/Electric:_________________________________

 

OPERATOR MUST COMPLETE CHECKLIST AT START OF SHIFT

Hand in to supervisor when checklist completed.

 

REQUIREMENT
PASS
FAIL
Hour meter reading    
Tire Condition    

Horn

   
Head/Tail Lights    
Steering    
Service Brake    
Warning Lights    

Fluid Levels in Battery

   
Parking Brake    
Battery Plug Condition    
Hydraulic Controls    
Battery Indicator Hose Reel    

Seatbelts

 

   
Forks Mast    
LPG Tank Attachment    
Engine    
Mirrors    
Fluid Leaks    
Overhead Guard    
Other Gauges    
     

Check each of the areas that pertain to your lift truck.