Run Forklift Trainer Recertification Audit — Free

Audit Details

Trainer name and employee ID recorded

Audit date and time recorded

Audit reason identified

Site, department, and trainer role documented

Trainer Competency Observation

Pre-operation inspection performed correctly critical (required)

Trainer demonstrates a complete pre-use inspection consistent with site procedure and OSHA 29 CFR 1910.178 requirements.

Yes No N/A

Forklift operated with controlled speed, visibility, and load handling critical (required)

Observe safe travel speed, horn use where required, stable load handling, and attention to pedestrians and blind corners.

Yes No N/A

Pedestrian awareness and exclusion zone maintained critical (required)

Trainer maintains safe separation from pedestrians, uses mirrors/spotters as needed, and demonstrates right-of-way awareness per site rules.

Yes No N/A

Load stability and mast/fork positioning appropriate critical (required)

Observe correct fork placement, load backrest use when applicable, mast tilt, and load stability during travel and placement.

Yes No N/A

Trainer explains safe operating practices clearly

Trainer can verbally explain key hazards, site rules, and safe operating limits in a way that is accurate and understandable.

Refresher Training Review

Refresher training completed when triggered by incident, unsafe evaluation, or workplace change critical (required)

Confirm retraining was provided after an accident, near miss, unsafe operation, or change in truck type, workplace conditions, or hazards.

Yes No N/A

Refresher training topics cover observed gaps

Verify retraining addressed the specific deficiencies identified during observation or prior evaluations.

Note (optional)

Refresher training date documented

Trainer competency re-evaluated after refresher training critical (required)

Confirm a follow-up evaluation was completed and the trainer demonstrated acceptable performance after retraining.

Yes No N/A

Documentation and Records Review

Initial trainer qualification records available critical (required)

Verify the file includes evidence of training, evaluation, and authorization to train forklift operators.

Yes No N/A

Prior evaluation results reviewed and current critical (required)

Confirm the most recent evaluation is on file and supports continued trainer qualification.

Yes No N/A

Documentation includes truck type(s) and work environment(s) covered

Records should identify the forklift class, attachments, and site conditions for which the trainer is qualified.

Incident, near miss, or corrective action history reviewed

Confirm any relevant performance issues were reviewed and closed out before recertification approval.

Yes No N/A

Recertification due date and next review date documented

Records are complete, legible, and retrievable critical (required)

Verify documents are signed, dated, and stored where they can be produced for internal audit or regulatory review.

Yes No N/A

Site Rules, Hazards, and Program Alignment

Current site hazards identified correctly

Trainer can identify aisle congestion, dock edges, ramps, pedestrian routes, blind intersections, and other site-specific hazards.

Note (optional)

Changes to equipment, attachments, or workplace layout reviewed critical (required)

Verify the trainer is current on new truck models, attachments, traffic patterns, or storage layout changes that affect safe operation.

Yes No N/A

Trainer understands site-specific operating rules and enforcement expectations

Confirm the trainer can explain speed limits, seat belt use, load limits, pedestrian rules, and reporting expectations.

Closeout and Recertification Decision

Overall recertification readiness decision critical (required)

Corrective actions assigned and due dates documented

Inspector signature critical (required)

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Run: Forklift Trainer Recertification Audit

Audit Details

Trainer Competency Observation

Refresher Training Review

Documentation and Records Review

Site Rules, Hazards, and Program Alignment

Closeout and Recertification Decision

Get your results