Forklift: Certify and comply training by Atlantic Training, Forklift Safety Overview


This general forklift safety overview will cover the basic standards and OSHA requirements for driving an industrial truck. Forklifts or lift trucks are common machines used in industrial, construction and various other workplace settings. These types of powered industrial trucks are used to raise, lower, move, and relocate materials on the job site. OSHA requires employees that are going to be using these trucks are trained on how to use them safely and correctly.

The standard for Powered Industrial Trucks, Subpart N, including 29 CFR 1910.178 goes over the different kinds of powered industrial trucks (motorized hand trucks,fork trucks, tractors, platform lift trucks, and other trucks that are essentially powered by internal combustion engines or electric motors), how to operate them and use them, how to inspect them, fire protection, and maintenance procedures. It’s crucial your forklift employees are fully trained and certified before operating these machines.


Why is this training important?

There’s a ton of issues that can arise if an employee is not properly trained. Injuries to your workers, injuries to the individual using the forklift, damages to your facility, and other operating hazards can be prevented if safety training is made available. Powered industrial trucks can weigh anywhere from 9,000 lbs to an upwards of 30,000 lbs (depending on what type and job function) and can travel roughly 20 mph, making them dangerous heavy machines.

OSHA estimates that forklifts cause about 85 fatal accidents per year. Around 34,900 serious accidental injuries and 61,800 non-serious injuries. The most common types of accidents happen when other employees in the area are struck, pinned, or hit by a forklift, the forklift tips over or overturns, and workers falling from their forklift. With the proper training, almost all accidents can be avoided. According to OSHA, 70% of forklift accidents could have been avoided with standardized training. Below is a graph of the most common forklift injuries/fatalities types for operators.

A graph depicting the most common forklift injuries in the workplace, Forklift: Certify and Comply Forklift Safety Overview


Who conducts the training?

A competent instructor or trainer is the one who should be conducting the forklift training in the classroom and on the job site. A competent person according to OSHA is defined as an individual who is capable of identifying the hazards in and around the workplace, is knowledgeable of the current standards, knows the hazards and risks associated with specific operations, and has the authority to correct any issues. 


Formal and Practical Training

Training for powered industrial trucks includes classroom and hands-on training. Classroom training will consist of either a video, powerpoint training, or even online training courses. Those will go over the general OSHA rules and standards for powered industrial trucks. Most classroom training will include:

  • Forklift overview – basics about powered industrial trucks.
  • Pre Trip inspections and maintenance procedures.
  • Formal instructions on the operation of the forklift.
  • An overview of hazards and risks.
  • How to maneuver in dangerous situations or in an active workplace setting.

Employees will be tested on their knowledge before getting their practical training on the forklift itself. A comprehensive evaluation of the operator’s performance on the forklift will be conducted once hands-on training has started. Before operating the forklift, your employees should complete a formal documented pre-use inspection form. Pre-trip inspections will require your operators to overlook the physical conditions of the forklift. They can expect to:  

  • Inspect the forklift for any damages or fluid leakage
  • Check that there are no cracks in the forks
  • Examine hydraulic fluid levels and that there is no wear in the hydraulic lines
  • Survey tires for excessive wear or for the proper pressure
  • Inspect forklift power source for damages or leaks
  • and more.

After the pre-trip inspection, your employees will then do a pre-operation inspection. The difference with the pre-operation inspection is that the engine will be running. After inspections are complete and everything has been deemed safe, your employee can enter the forklift and start operation training.


How often do you retrain/refresh?

Forklift operators must be retrained every three years according to OSHA standard. This is to ensure that your operators retain their knowledge and skills. Refresher training can also be conducted but those evaluations are used in certain situations. Refresher training can occur when an operator is involved in an accident or near miss, observed to be operating in an unsafe manner, determined to need retraining by management, will be operating a different type of powered industrial truck, or workplace conditions have changed.  No matter the situation, it’s important that any employee dealing with forklifts follows the standards, is fully trained and understands the risks.


Need a little help with your training? We do offer supplemental in-depth classroom training material. These tools will help make your learning plan effective and improve employee information retention. Atlantic Training’s Forklift: Certify and Comply (made in 2018) is 100% OSHA compliant and covers the topics your employees need to be proficient. 


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