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Safety · SAFE-01

Forklift pre-use inspection and defect isolation

Keep defective equipment out of service and record a clear handover.

01 / prepare

Before you start

  • Use the manufacturer and site-specific checklist for the exact truck type.
  • Confirm operator authorisation and the designated inspection area.
  • Keep the truck stationary and follow the manufacturer’s safe inspection sequence.

02 / execute

Procedure

  1. 01

    Identity and condition

    Check truck ID, capacity plate, forks, mast, tyres, guards and visible damage.

  2. 02

    Fluids and energy

    Look for leaks and battery/fuel hazards without opening systems beyond training.

  3. 03

    Safety functions

    Test horn, lights, warning devices, brakes, steering and controls in a safe area.

  4. 04

    Record result

    Mark pass, defect or not applicable for each item and sign the inspection.

  5. 05

    Isolate defect

    For a safety-affecting defect, stop use, tag or segregate the truck and inform the supervisor.

  6. 06

    Release after repair

    Only authorised maintenance and site release can return the truck to service.

03 / exception control

Stop and escalate when

  • Any unsafe defect: do not operate.
  • Never bypass a safety device or allow an untrained person to test-drive.
  • Battery, fuel or hydraulic leak: follow the local emergency and spill procedure.

04 / verify

Ready-to-use checklist

Mark each item Pass, Fail or N/A in the downloaded CSV. Record evidence and assign a corrective action for every failure.

  • Operator and truck identified
  • Capacity plate and forks checked
  • Tyres, mast and guards checked
  • Leaks and damage checked
  • Brakes and steering tested
  • Horn, lights and alarms tested
  • Defects reported and truck isolated
  • Repair release verified before reuse
Site / shift: ____________________Date: __________Checked by: ____________________Approved by: ____________________

05 / evidence

Keep these records

Signed pre-use check, defect report, isolation tag and maintenance release.

Basis and further reading

This is a working template, not a certification or legal opinion. Local law, site risk assessment, manufacturer instructions and approved procedures take priority. For India-specific licences, start with the warehouse licences guide.