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Run: Forklift Trainer Recertification Audit

Use this Forklift Trainer Recertification Audit template to verify a trainer’s operating skill, refresher training status, and qualification records before r...

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Audit Details

Trainer Competency Observation

Trainer demonstrates a complete pre-use inspection consistent with site procedure and OSHA 29 CFR 1910.178 requirements.
Observe safe travel speed, horn use where required, stable load handling, and attention to pedestrians and blind corners.
Trainer maintains safe separation from pedestrians, uses mirrors/spotters as needed, and demonstrates right-of-way awareness per site rules.
Observe correct fork placement, load backrest use when applicable, mast tilt, and load stability during travel and placement.
Trainer can verbally explain key hazards, site rules, and safe operating limits in a way that is accurate and understandable.

Refresher Training Review

Confirm retraining was provided after an accident, near miss, unsafe operation, or change in truck type, workplace conditions, or hazards.
Verify retraining addressed the specific deficiencies identified during observation or prior evaluations.
Confirm a follow-up evaluation was completed and the trainer demonstrated acceptable performance after retraining.

Documentation and Records Review

Verify the file includes evidence of training, evaluation, and authorization to train forklift operators.
Confirm the most recent evaluation is on file and supports continued trainer qualification.
Records should identify the forklift class, attachments, and site conditions for which the trainer is qualified.
Confirm any relevant performance issues were reviewed and closed out before recertification approval.
Verify documents are signed, dated, and stored where they can be produced for internal audit or regulatory review.

Site Rules, Hazards, and Program Alignment

Trainer can identify aisle congestion, dock edges, ramps, pedestrian routes, blind intersections, and other site-specific hazards.
Verify the trainer is current on new truck models, attachments, traffic patterns, or storage layout changes that affect safe operation.
Confirm the trainer can explain speed limits, seat belt use, load limits, pedestrian rules, and reporting expectations.

Closeout and Recertification Decision

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