Train the Trainer for Powered Industrial Truck … the Trainer for Powered Industrial Truck...

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Presented by Safety Specialists, Inc. (CSSI) P.O. Box 695

Moines, IA 50303 -2578 or 515-288-8904

aster Builders of Iowa (MBI) © 1999

INDUSTRIAL TRUCK TRAINING OUTLINE I. Things they do when they first come into class

a. Fill out license (If the company elects to issue one)

b. Sign the sign in sheet

c. Give them daily operator report

II. Show video (Forklift: High reach/ Rough terrain and Skidsteer loader)

AGC of America: 17 minutes On the go; Forklift Safety and 9 minutes Skid

Steer Loader Safety.

III. Cover material

IV. Show second video (specific for the type being trained on).

V. Give Confirmation of understanding. Correct and go over

VI. Perform driving test

The purpose of this training program is to provide information as general

reference material concerning the subject. This information is for

educational purposes only and is not intended to be a substitute for legal

advice and may not incorporate all OSHA or other government

requirements. The information is general in nature and the specific facts of

any legal problem may vary the applicability of such material. Specific legal

questions should be addressed to the attorney of your choice.

Property of CSSI/MBI © 1999 2

INDUSTRIAL TRUCK TRAINING PROGRAM

Company Policy Our company considers safety a necessary and integral part of its business. No job is so important or so unimportant that it cannot be done safely. Since industrial lift trucks are so much a part of our operations, and since they can be the source of serious injury and costly damage, we are giving special attention to their safe operation. A training program has been developed to be sure all industrial truck operators, new as well as experienced, have a uniform understanding of safe and efficient operations and know our safety rules. Our supervisors will make every effort to insure that the safe driving practices brought out in this course are observed. We will do everything necessary to maintain our trucks and job sites in the safest condition and expect everyone to cooperate in keeping them that way. By matching safe driving with safe equipment, we should keep industrial truck accidents and injuries to a minimum. We want to do everything we can to prevent injury to any of our employees. Those who participate in this course will have taken an important step toward becoming professional drivers. Because they have received this special training, we expect them to do their part in operating industrial trucks in the safest and most efficient manner. This training program is intended to point out some of the basic safety situations which may be encountered during the normal operation and maintenance of your machine and to suggest possible ways of dealing with these conditions. Additional precautions may be necessary, depending on attachments used and conditions at the work site or in the service area. Therefore, it is YOUR responsibility to use good safety practices in these areas. To make this training program complete the specific owners manual must be covered. This will assure all trainees have a complete understanding of the type/model of Power Industrial Truck that they will be operating. IMPORTANT: IF YOU DO NOT HAVE THE MANUFACTURER'S MANUAL(S) FOR YOUR PARTICULAR MACHINE, GET A REPLACEMENT MANUAL FROM YOUR SUPERVISOR. KEEP THE SAFETY MANUAL AND THE MANUFACTURER'S MANUAL(S) WITH YOUR MACHINE. A WORD TO THE USER/OPERATOR Even though the safety manual for our specific type of equipment will be covered in our training program, it is your responsibility to read and understand this safety manual and the manufacturer's manual(s) for this equipment. This safety manual takes you step-by-step through your working day.


Remember that YOU are the key to safety. Good safety practices not only protect you but also protect the people around you. Study this manual and the manufacturer's manual(s) for your specific machine. Make them a working part of your safety program. Keep in mind that this safety manual is written for this type of machine. Practice all other usual and customary safe working precautions. OPERATOR TRAINING/RETRAINING Operators will be evaluated at least every three years. They will also be observed regularly to assure they are using the industrial truck safely. They will receive additional training when the equipment they are using changes or the conditions they operate in are substantially different or changed. Operators who have an accident, near miss, or deviations from their training has been observed, must get supplementary training to make sure it doesn’t happen again. NOTE: Every industrial truck make or model is different in many ways. Operator controls, lifting capabilities, rough terrain, smooth surface, powerhouse, and stability are just a few differences that you may discover between different types of industrial trucks. Along with this training program operators must be trained on each specific type of industrial truck that they will be required to operate. The manufactures equipment manual is an excellent source for this additional training.


PREFACE Powered Industrial Truck operators frequently underestimate the damage that can be caused by careless operation of their units. Death, serious injury, damage to buildings, damage to stock, and lift truck damage have all been documented on a regular basis over the years. Powered industrial truck accidents cause approximately 100 fatalities and 36,340 serious injuries in general industry and construction annually. An estimated 20 - 25 % of the accidents are, at least in part, caused by inadequate training. Since operating this equipment can be hazardous, the Occupational Safety and Health Administration (OSHA) requires that all workers who operate powered industrial trucks receive training in the use of these units. Under no circumstances should untrained individuals operate this equipment. Training program content: Powered industrial truck operators must receive initial training in the following topics, except in topics which the employer can demonstrate are not applicable to safe operation of the truck in the employer’s workplace. 1. Truck-related topics: A) Operating instructions, warnings, and precautions for the type of truck the operator

will be authorized to operate; B) Differences between the truck and an automobile; C) Truck controls and instrumentation: where they are located, what they do, and how

they work; D) Engine or motor operation; E) Steering and maneuvering; F) Visibility (including restrictions due to loading); G) Fork and attachment adaptation, operation, and use limitation; H) Vehicle capacity; I) Vehicle stability; J) Any vehicle inspection and maintenance that the operator will be required to perform; K) Refueling and/or charging and recharging of batteries; L) Operating limitations; M) Any other operating instructions, warnings, or precautions listed in the operator’s

manual for the type of truck the employee is being trained to operate. 2. Workplace-related topics: A) Surface conditions where the truck will be operated; B) Composition of loads to be carried and load stability; C) Load manipulation, stacking, and unstacking; D) Pedestrian traffic in areas where the truck will be operated; E) Narrow aisles and other restricted places where the truck will be operated; F) Hazardous (classified) locations where the truck will be operated; G) Ramps and other sloped surfaces that could affect the vehicle’s stability; H) Closed environments and other areas where insufficient ventilation or poor vehicle

maintenance could cause a buildup of carbon monoxide or diesel exhaust; I) Other unique or potential hazardous environmental conditions in the workplace that

could affect safe operation.


The most common industrial truck accidents are listed below. 1. The industrial truck strikes person or object. 2. Material is shoved into or falls upon another person or falls upon the industrial truck operator. 3. The operator is injured getting on or off the industrial truck. 4. Industrial truck collides with another industrial truck or other vehicle. 5. Loading dock accidents where the unit falls off the dock or tips over. 6. Injuries to operators where a part of the body is outside the industrial truck and is struck by passing objects. 7. The industrial truck tips over because the rated capacity is exceeded, or the load is handled improperly.


INDUSTRIAL TRUCK INSPECTION

The first step in safe industrial truck operation is to have a safe unit to operate. This is accomplished by conducting pre-operational inspections. These inspections are required for every work shift. (OSHA requires it, We require it, and Maintenance requires it). Items that must be inspected each time include: 1. Brakes; work in forward and reverse, parking brake work. 2. Steering; is there excessive free play? Is power steering working if applicable. 3. Fluid levels and leaks; full and no leaks. 4. Horn and other alarms; working properly. 5. Warning and operational lights; operational. 6. Gauges; all properly working. 7. Mast operation; work freely with no broken welds, cracked or bent areas, no warn

or missing stops. 8. Tires; no large cuts that go around the circumference of the tire, no large chunks

out of rubber tires, lugs in place. 9. Oil pressure; proper and levels checked. 10. Fan belt; no bad cracking. 11. Battery; proper connections, cables no missing insulation, cell caps and terminal

covers in place 12. Wires; none pinched free from damage. 13. Fire extinguisher; available. 14. Exhaust system; free form obvious holes or damage. 15. Hydraulic system; free form leaks, check levels. 16. Hoses; no cracks or obvious damage. 17. Forks; none cracked or bent and adjusted. 18. Load limits; ID plate in place and legible. 19. Safety devices (Seat, seat belt and guard rails) Do not operate any Industrial Truck which you feel will compromise Safe operation of the vehicle or the safety of any others. Always notify your Supervisor of any problems with your truck. If you discover a problem with anything listed above, have it fixed before using the industrial truck. Never drive a unit that needs repair.


Mounting and dismounting your industrial truck is necessary during the inspection process. Since getting on and off the unit is a leading cause of injury, it is a good idea to practice safe techniques. You should always: 1. Face the vehicle (never jump off) 2. Use a three point stance (always have two hands and one foot or vice versa in contact with the unit). 3. Wear proper foot wear. 4. Wear proper clothing (very loose clothes may catch on parts). The last major step in the inspection process is refueling. You need to exercise these precautions when making a change: With Propane/Fuel Types: 1. No smoking or use of open flames. 2. Shut off the valve with the machine running so fuel in the line will be used up. 3. Shut off the engine. 4. Propane is heavier than air and will hug the floor if there is a leak. 5. Make sure valves are seated properly and in excellent condition. 6. Smell is your best sense for detecting a leak. 7. Propane can cause a freeze burn if it comes in contact with the skin. 8. Handle tanks carefully 9. Do not refuel your industrial truck or store fuel tanks near heat sources. 10. Do not store fuel tanks in places where leaking gas can accumulate. 11. Check all couplings and fittings for deterioration or wear. 12. Wear proper protective gear, such as gloves, long sleeves, and eye protection.


With batteries: 1. No smoking or use of open flames. 2. Wear eye, hand, and other protective gear. 3. Never stand under a battery or let anyone else under a battery when lifting it. 4. Make sure the battery is secure before lifting it. 5. Know where nearest flushing station is located. 6. Make sure ventilation is operating properly at the charging station due to the generation of hydrogen gases. 7. Always add battery acid to water, not water to acid. 8. Make sure industrial truck brake is applied before changing the battery. 9. Always position industrial truck properly when recharging or changing the battery. 10. Make sure vent caps are not plugged. 11. Uncover battery compartment when recharging, so that heat will not build up. 12. Do not let metal objects come in contact with the terminals.


PICKING UP LOADS You have to start your industrial truck to pick up a load. Remember to fasten your seat belt. Apply the brake and shift to neutral. Now you are ready to start the engine. Check around you for clearance and pedestrians. Loads must be picked up properly in order to travel safely. These points should be kept in mind: 1. Never exceed the rated capacity of your unit. 2. Forks must be spaced properly. 3. Be sure the load is stacked properly and is balanced. 4. Secure the load to the pallet. 5. Check fork height before driving into pallet. 6. Drive into load as far as possible. 7. Tilt the load back slightly and then lift it. 8. Watch for overhead objects or obstructions to the sides. 9. Lower load two to four inches off the floor for traveling. Be sure that the area you are working in is clear of people. Packages may fall off injuring someone. Also, moving forward or backward could cause you to hit a pedestrian. Never leave a load in the high position to check for a problem. Do not walk under an extended load or allow anyone else to walk under it. Always park your industrial truck in a safe place with the forks on the ground, and take the key with you. If you leave your industrial truck and are 25 feet or further away or can not see the industrial truck it is considered unattended and it must be turned off and the key removed.


TRAVELING WITH LOADS

Two of the most important aspects in safely transporting loads are your speed and the height of the load. Drivers sometimes have a tendency to push speeds. After all, it can be a lot of fun. But, running into stock or people can put a damper on the party. It's because of these excesses and careless procedures, that the government has stepped in to make industrial truck operation a safer jobsite function. The industrial truck rules of the road when traveling with loads are: 1. Pedestrians have the right of way; always be aware of their presence. 2. Look in the direction of travel. 3. Forks should be 2 to 4 inches high, if the floor clearance permits. 4. Mast should be angled slightly back. 5. Slow down and sound horn when approaching blind corners and aisles. 6. Avoid running into racks or stock. 7. Do not lift or lower a load when traveling. 8. Go down an incline in reverse and up an incline going forward. 9. Slow down for turns. Going round curves or corners too fast can shift the

industrial truck's center of gravity causing tip over. 10. Watch for overhead obstacles, such as doorways, lights, or pipes. 11. Starts and stops should be gradual. Observe speed limits. 12. Never let anyone ride on your forks unless they're in an approved protective

guardrail platform. 13. Make sure dock plates are properly positioned before driving into transportation vehicles and that these vehicles won't move when being driven into. 14. Be aware of slippery floors and floors with bumps or holes. 15. Safe following distances relative to speed should be maintained between

industrial trucks (at least 3 lengths). 16. Familiarize yourself with jobsite operations, stock locations, and traffic patterns.


17. Keep hands and legs inside the compartment when traveling. 18. Check the flooring of the vehicle you are entering for cracks or holes. 19. Never pass another vehicle at a blind spot or aisle. 20. Drive in reverse, if your forward vision is obstructed. 21. Never drive up to anyone standing in front of a fixed object. 22. Never allow anyone to walk or stand under your forks, loaded or empty. Every driver should be conscious of the center of gravity of his or her industrial truck. This will depend on the vehicle capacity, counterweights, and wheel distribution. Be aware that the center of gravity shifts forward as you raise a load. Raising extremely heavy loads too high can cause tip over. Also, turning too fast with the load too high or weight distributed unevenly will cause the same type of accident.

STACKING AND DROPPING LOADS

Unloading areas are as varied as loading spots. Railroad cars, shelves, stacks, ships, and trucks are all part of the Powered Industrial Truck Operators work environment. And, now that you have arrived at your unloading area, these are the points you should be aware of: 1. Never stand under a load that is raised or let anyone else stand under it. 2. Always move slowly when the load is raised. 3. Be sure that where you are stacking the load is level and secure. 4. Tilt the load forward only when you are over the stack. 5. Be sure the forks are clear of the pallet before pulling out or turning. 6. Stack rolls and round objects tightly together. 7. Always stack loads straight and square. 8. Be careful when backing out of a load that a pedestrian hasn't moved behind you.


When you leave your industrial truck unattended, lower the forks, disengage the controls, shut off the engine, set the brakes, and take the key with you. Block the wheels, if you park on an incline. Never park in front of doorways, emergency exits, or aisles. Do not park closer than eight feet to a railroad track. The industrial truck is considered to be unattended if you are 25 feet or further form it or you can not see it.

INDUSTRIAL TRUCK vs CAR • They both have a steering wheel and they both have brakes but an industrial truck is

not like a car. The steering is performed by the back wheel or wheels. This causes the industrial truck’s rear end to swing. Several accidents and near misses have occurred when an operator turned and hit a pedestrian with the rear end swing.

• The industrial truck is less stable when turning because the front end supports most of the load. Steering control is also affected when turning.

• The industrial truck’s steering and drive mechanism also makes it difficult to stop quickly and dangerous to swerve.

• Other ways industrial trucks differ form cars are; industrial trucks operate in forward and reverse but they steer differently in each direction. They have blind spots, especially when loaded and the industrial trucks ability to lift loads reduces its center of gravity which can increase its chance to tip.

SMALLER LIFT DEVICES

There are a wide variety of lift devices to meet the many material handling needs of industry. Some of these units must be manually operated and pushed. Others are battery operated and require you to walk or stand on the unit while it is moving. Most of the same rules listed previously apply to these types of devices. Some of the unique rules are: 1. Never operate a lift device with wet or greasy hands. 2. Keep one hand on the handle and lead the truck from the right or left side. 3. Face the direction you are traveling. 4. Never allow anyone to ride on your lift device. 5. Loaded hand trucks are difficult to stop, so keep speed under control. 6. Keep arms and legs inside protective cages when using units that you stand up

and ride on. 7. Never drive over debris or objects.


8. Enter elevators with the load end forward and be careful that passengers are not in the way. 9. Keep a three-length space between lift devices. 10. Lower the load when parking the unit. 11. When stopping, be sure the device is secure from rolling on its own, especially on inclines. Most injuries with these special devices involve getting hands, arms, legs, and feet pinched between the load and fixed object. Momentum is difficult to control and accidents happen frequently. Wear protective gear and always move slower when there is tight maneuvering. It is just as important to secure the load on small lifts as it is for large ones. Injury from falling stock or damage to stock is a large risk with these devices. There is a minimum or no protective structure to keep stock from falling on you. You can be assured that things fall off these units just as easily as they do on an industrial truck. So get the forks far into the load and don't turn too sharply.

HAZARDOUS ENVIRONMENTS Some areas where you operate you industrial truck may pose hazards, some common ones are chemical exposure, confined areas, pits, and edges that drop-off. Another common hazard associated with industrial truck operation is the accumulation of hazardous fumes and carbon monoxide. When working in confined or enclosed places, make sure that the ventilation system is functioning properly. Symptoms of carbon monoxide include weakness, sleepy, dizzy, and headache. Remember that carbon monoxide is colorless, odorless, and tasteless. If you or anyone around you have any of these symptoms, shut off the industrial truck and get to fresh air immediately.

LOAD DOCK PROCEDURES

Vehicles which use the unloading/loading dock, or similar features must be controlled to prevent movement which could endanger those employees moving in or out of the cargo portion of the vehicle and employees working in the area near the vehicle. PHYSICAL CONTROL Physical control must be accomplished by using the dock locking type device first, if available. If not available, the trailer wheels must be chocked.


COMMUNICATION, RESPONSIBILITIES, AND CONTROL OF DEVICES Communication between the semi driver and the industrial truck operator is critical. The industrial truck operator, loading/unloading the trailer, is responsible for activating the dock locking device and/or placing the wheel chocks before the employee enters the cargo area of the trailer. Likewise, the employee loading/unloading the trailer is responsible for removing wheel chocks and/or deactivating the dock locking device before the trailer is allowed to leave the dock. This will prevent the semi driver form removing the dock locking device and/or the wheel chocks prematurely. Non company employees will not perform the placement/activation or removal/deactivation of devices when the safety of company employees are involved. The semi-driver must exit the vehicle to visually verify that the employee who placed the wheel chocks has removed them, the trailer doors are shut, and the dock plate has been removed from the back of the trailer. This must be accomplished before the trailer is moved from the loading area. OPERATION OF THE VEHICLE The driver is not allowed to remain in the cab of the vehicle during the loading/unloading process. The drive motor of the vehicle must be shut-off during the loading/unloading process. All employees must be clear of the vehicle, e.g. tractor and/or trailer, before either is moved. **Only trained operators who have successfully completed the training program are allowed to operate powered industrial trucks. Exceptions: Trainees under direct supervision of a person who has the knowledge, training, and experience to train operators and evaluate their competence may drive powered industrial trucks provided the operation is conducted where other employees or the trainee are not endangered and the operation of the truck is under controlled conditions. (E.g. area closed off to other traffic).

CLOSING THOUGHTS

Accidents involving people and stock should be reported immediately to your supervisor. They can be avoided with the proper use of safety devices. Know how to use your industrial truck and the safety features that are provided. Over confidence can develop over a period of time. Be conscious of this attitude and avoid it.


FREQUENLY ASKED QUESTIONS ABOUT POWERED INDUSTRIAL TRUCK OPERATOR TRAINING becomes effective on March 1, 1999. This new standard is intended to reduce the number of injuries and deaths that occur as a result of inadequate operator training. The powered industrial truck operator training requirements will apply to all industries where On December 1, 1998; the Occupational Safety and Health Administration (OSHA) published a standard that revised the existing requirements and issued new requirements to improve the training of powered industrial truck operators. The standard trucks are being used, except agricultural operations. 1. What is the definition of a powered industrial truck? Any mobile power-propelled truck used to carry, push, pull, lift, stack or tier materials. Powered industrial trucks can be ridden or controlled by a walking operator. Earth moving and over the road haulage trucks are not included in the definition. Equipment that was designed to move earth but has been modified to accept forks are also not included. 2. What does the new standard require? Trained operators must know how to do the job properly and do it safely as demonstrated by workplace evaluation. Formal (lecture, video, etc.) and practical (demonstration and practical exercises) training must be provided. The new standard requires employers to develop and implement a training program based on the general principles of safe truck operation, the types of vehicle(s) being used in the workplace, the hazards of the workplace created by the use of the vehicle(s), and the general safety requirements of the OSHA standard Employers must also certify that each operator has received the training and evaluate each operator at least once every three years. Prior to operating the truck in the workplace, the employer must evaluate the operator's performance and determine the operator to be competent to operate a powered industrial truck safely. Refresher training is needed whenever an operator demonstrates a deficiency in the safe operation of the truck. 3. Does OSHA provide a list of topics to include in my training program? Yes. The standard provides a list of training topics; however, the employer may exclude those topics which are not relevant to safe operation at the employee's work location.


4. Who should conduct the training? All training and evaluation must be conducted by persons with the necessary knowledge, training, and experience to train powered industrial truck operators and evaluate their competence. An example of a qualified trainer would be a person who, by possession of a recognized degree, certificate, or professional standing, or who by extensive knowledge, training, and experience has demonstrated the ability to train and evaluate powered industrial truck operators. There are many resources available to the employer if he/she chooses not to perform the training himself. Truck manufacturers, local safety and health safety organizations, such as the National Safety Council local chapters, private consultants with expertise in powered industrial trucks, local trade and vocational-schools are some available resources. Various Internet sites are devoted to forklift safety. Private companies who provide forklift safety training services, including videos and written programs, can be located on various Internet websites. Most videos can be either leased or purchased. One important thing to remember is that simply by showing employees a video or videos on some aspect of forklift safety does not meet the full requirements of the OSHA standard. Site specific information must be conveyed as well as a method to evaluate the employee's acquired knowledge subsequent to the training. 5. If my employees receive training from an outside consultant, how will I know that these employees have been adequately trained? Outside qualified training organizations can provide evidence that the employee has successfully completed the relevant classroom and practical training. However, each employer must ensure that each powered industrial truck operator is competent to operate a truck safely, as demonstrated by the successful completion of the training and evaluation. 6. My employees receive training from the union on the use of powered industrial trucks. Will I have to provide any additional training? When a worker reports to work, the employer must evaluate the employee to ensure that he/she is knowledgeable about the operation of the powered industrial trucks he/she will be assigned to operate. This evaluation could be as simple as having a person with the requisite skills, knowledge and experience observe the operator performing several typical operations to ensure that the truck is being operated safely and asking the operator a few questions related to the safe operation of the vehicle. If the operator has operated the same type of equipment before in the same type of environment that he/she will be expected to be working, then duplicative or additional training is not required.


7. Will testing be required? No. The standard does not specifically require testing; however, some method of evaluation is necessary. 8. Does OSHA require the employer to issue licenses to employees who have received training? No. The OSHA standard does not require employees to be licensed. An employer may choose to issue licenses to trained operators. 9. What type of records or documentation must I keep? The OSHA standard requires that the employer certify that each operator has received the training and has been evaluated. The written certification record must include the name of the operator, the date of the training, the date of the evaluation, and the identity of the person(s) performing the training or evaluation. 10. How long must I keep the certification records? Employers who evaluate the operator's performance more frequently than every three years may retain the most recent certification record; otherwise, certification records must be maintained for three years. 11. If my employees receive training, but accidents still continue to occur, what should I do? Refresher training in relevant topics is necessary when the operator has been involved in an accident or near-miss incident. 12. Is annual training required? No. An evaluation of each powered industrial truck operator's performance is required to be conducted after initial training, after refresher training, and at least once every three years. 13. How often must refresher training be given? The standard does not require any specific frequency of refresher training. Refresher training must be provided when: 1. The operator has been observed to operate the vehicle in an unsafe manner. 2. The operator has been involved in an accident or near-miss incident.


3. The operator has received an evaluation that reveals that the operator is not operating the truck safely. 4. The operator is assigned to drive a different type of truck. 5. A condition in the workplace changes in a manner that could affect safety operation of the truck. 14. If my employees have already received training, or have been operating trucks for many years, must I retrain them? No. An employer does not need to retrain an employee in the operation of a powered industrial truck if the employer certifies that the operator has been evaluated and has proven to be competent to operate the truck safely. The operator would need additional training in those elements where his or her performance indicates the need for further training and for new types of equipment and areas of operation. 15. How do I evaluate my employee's competency to operate a truck safely? Evaluation of an operator's performance can be determined by a number of ways, such as: * a discussion with the employee * an observation of the employee operating the powered industrial truck * written documentation of previous training * a performance test 16. Will OSHA provide training to my truck operators? No. It is the employer's responsibility to train the employees. 17. Will I have to train all employees in my workplace? Any employee that operates a powered industrial truck must be trained. 18. Will I have to ensure that my operator's are physically capable of driving a powered industry truck?


The new standard does not contain provisions for checking vision, hearing or general medical status of employees operating powered industrial trucks. The Americans with Disabilities Act (ADA) addresses the issue of whether employers may impose physical qualifications upon employees or applicants for employment. The ADA permits employers to adopt medical qualification requirements which are necessary to assure that an individual does not pose a "direct threat to the health or safety of other individuals in the workplace" provided all reasonable efforts are made to accommodate otherwise qualified individuals. 19. I have three different types of trucks in my workplace. Can I provide training on just one type of truck? If an operator will be expected to operate all three types of vehicles, then training must address the unique characteristics of each type of vehicle the employee is expected to operate. When an attachment is used on the truck to move odd-shaped materials, then the operator training must include instruction on the safe conduct of those operations so that the operator knows and understands the restrictions or limitations created by each vehicle's use. 20. I only have powered hand trucks in my workplace. Do the training requirements cover the operators of this type of vehicle? The operator walks alongside the unit while holding onto the handle to guide it. Yes. The use of powered hand trucks present numerous hazards to employees who operate them and those working in the area where they are used. 21. I employ drivers from a temporary agency. Who will provide them training the temporary service or me? OSHA has issued several letters of interpretations on the subject of training of temporary employees. Basically, there is a shared responsibility for assuring employees are adequately trained. The responsibility for providing training should be spelled out in the contractual agreement between the two parties. The temporary agency or the contracting employer may conduct the training and evaluation of operators from a temporary agency as required by the standard; however, the host employer (or other employer who enters into a contract with the temporary agency) must provide site-specific information and training on the use of the particular types of trucks and workplace-related topics that are present in the workplace. 22. Should my training include the use of operator restraint devices (e.g. seat belts)? Employers are required to train employees in all operating instructions, warnings, and precautions listed in the operator's manual for the type of vehicle which the employee is being trained to operate. Therefore, operators must be trained in the use of operator restraint systems when it is addressed in the operating instructions.


23. What does OSHA expect to achieve as a result of improved operator's training? OSHA's goal is to reduce the number of injuries and illnesses that occur to workers in the workplace from unsafe powered industrial truck usage. By providing an effective training program many other benefits will result. Among these are the lower cost of compensation insurance, less property damage, and less product damage. QUESTIONS AND ANSWERS SPECIFIC TO CONSTRUCTION 1. What OSHA standards apply to the training of powered industrial truck operators in construction? The OSHA standard on training of powered industrial truck operators applicable to construction is 29 CFR 1926.602(d). 2. What types of equipment are covered by the standard? The construction standard covers the same types of equipment as covered by the general industry standard. Specialized equipment used in the construction industry includes rough terrain straight-mast and extended reach-forklift trucks.


QUESTIONS AND ANSWERS SPECIFIC TO GENERAL INDUSTRY 1. What OSHA standards apply to the training of powered industrial truck operators in general industry? The OSHA standard for the training of truck operators is located in 29 CFR 1910.178(1). 2. What types of equipment are covered by the standard? * High Lift trucks * Counter-balanced trucks * Cantilevered trucks * Rider trucks * Forklift trucks * High lift platform trucks * Low lift trucks * Low lift platform trucks * Motorized hand trucks * Pallet trucks * Narrow aisle rider trucks * Straddle trucks * Reach rider trucks * Single side loader rider trucks * High lift order picker rider trucks * Motorized hand/rider trucks * Rough terrain trucks 3. What types of industries are covered by the standard? Every type of establishment (except agricultural operations) that has employees who operate powered industrial trucks will have to comply with the requirements of the standard. Powered industrial trucks are used in a wide variety of workplaces, including but not limited to retail establishments, warehousing and distribution operations, and manufacturing establishments.


INDUSTRIAL TRUCK OPERATORS TRAINING COURSE

WRITTEN TEST

OPERATOR’S NAME __________________________________ DATE _______________ MULTIPLE CHOICE (Select the answer which is most correct and circle the letter.) 1. A lift truck training program will help us: (a) Reduce maintenance costs. (b) Increase efficiency. (c) Reduce accidents. (d) All of the above. 2. The rear-end steering of industrial truck trucks: (a) Causes the rear end to swing more than an auto. (b) Is about the same as an auto. (c) The rear end swings less than an auto. (d) Allows the truck to take sharp turns at high speeds. 3. When traveling on a level surface the fork should be raised: (a) High enough to clear obstructions on the floor or ground. (b) Between 2 and 4 inches. (c) No more than 6 inches. (d) High enough so the operator can see under the load. 4. Lift trucks should be inspected: (a) Weekly. (b) Daily. (c) At the start and end of the shift. (d) When they start to develop trouble. 5. From a safety standpoint, one of the most serious truck defects is: (a) Brake failure. (b) Low fuel or battery charge. (c). Broken horn. (d) Worn tires. 6. When following another truck it is best to keep behind: (a) About one truck length. (b) About three truck lengths. (c) About 10 feet to 12 feet. (d) Close enough so the other operator can hear your horn.


7. The truck horn should be used: (a) To warn pedestrians and other traffic at intersections and blind corners. (b) To make workers get out of your path when you get too close to them. (c) To let your supervisor know that you are busy.

(d) To let everyone know you have the right of way. 8. If you have to leave a truck unattended, even with the power off, you should: (a) Ask someone to tell you if it starts to move. (b) Be in clear view of it and no more than 25 feet away. (c) Be no farther away than in the washroom. (d) Be no farther than 45 feet away if you’re helping load stock. TRUE OR FALSE (Circle T or F, which ever is more correct.) T F 1. The maximum allowable load should be shown on the nameplate of the truck. T F 2. It is permissible to overload the truck by 25 per cent if additional counterweights are used. T F 3. The load should not be handled if it is so unstable or so insecure that it might come loose while being moved. T F 4. It is good practice to keep the load back against the truck mast as much as possible. T F 5. When going down a 15 per cent incline keep the load on the downside. T F 6. Violation of safety rules, near misses and occasional damage to stock probably indicates a high accident and maintenance rate. T F 7. Repairs to industrial trucks should be made only by persons trained and authorized to make them. T F 8. It is permissible to run over a loose dock plate as long as the truck is not fully.

Loaded

T F 9. If you see a loose object in your path it is better to remove it or avoid it than to run over it. T F 10. Slippery spots caused by oil and water may increase braking distance or cause loss of steering control. T F 11. If you are not able to see because of a large load in front of you, it is better to drive backwards than to try to see around it on one side. T F 12. If they ask, other workers may be lifted on the forks to reach. their work.


T F 13. Under no condition should anyone be permitted under elevated forks. T F 14. When loading a highway truck or trailer, its wheels should be chocked or blocked even though the driver says he set the brakes. T F 15. Smoking is permissible in refueling areas providing you see no leaking fuel. T F 16. Parked trucks should never block fire equipment, fire doors or exits. T F 17. A careful driver may have his legs outside the truck as long as he is protected by a wide load. T F 18. A professional operator checks each load for stability before moving it. T F 19. Passing another truck in a narrow aisle is safe if it is going no more than eight miles per hour. T F 20. When taking a load up a ramp with greater than a 10 per cent slope, the forks. should be on the up side. T F 21. When going through doorways and under pipes, an operator must know clearance of large elevated loads. T F 22. A really good driver should demonstrate his ability by turning corners as T F 23. It is permissible to let another person operate your truck if he says he knows how. T F 24. When traveling with a load the mast should be tilted back. Pallet Lift: 25. Before moving a load with a pallet jack, you should: A. Be certain that it is securely stacked B. Satisfy yourself that the movement of it will not jar the load and cause it to fall C. Sound the horn D. A & B above 26. When walking with a powered pallet jack it is safest to walk; A. Directly in front of it B. To the side of it C. Behind it D. Under it


27. When pulling a loaded pallet jack, you should: A. Start slowly and use smooth movements B. Be careful to use proper back mechanics so that you don't strain your lower back muscles. C. Try to avoid uneven, bumpy or slippery floor conditions D. Never lift loads greater than the load capacity of the lift E. All of the above 28. List three reasons why Daily Operator Reports are required. _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ 29. T F It is all right to operate powered pallet jacks when any part of the electrical housing has been removed or if other safety devices have been tampered with or removed. 30. T F If you see any mechanical or hydraulic problems which could affect safety, don't use the jack until the problem is fixed.


Answer key NAME ___________________ DATE ______________

INDUSTRIAL TRUCK OPERATORS

CONFIRMATION OF UNDERSTANDING MULTIPLE CHOICE (Select the answer which is most correct and circle the letter.) 1. A lift truck training program will help us: (a) Reduce maintenance costs. (b) Increase efficiency. (c) Reduce accidents. (d) All of the above. 2. The rear-end steering of industrial truck trucks: (a) Causes the rear end to swing more than an auto. (b) Is about the same as an auto. (c) The rear end swings less than an auto. (d) Allows the truck to take sharp turns at high speeds. 3. When traveling on a level surface the fork should be raised: (a) High enough to clear obstructions on the floor or ground. (b) Between 2 and 4 inches. (c) No more than 6 inches. (d) High enough so the operator can see under the load. 4. Lift trucks should be inspected: (a) Weekly. (b) Daily. (c) At the start and end of the shift. (d) When they start to develop trouble. 5. From a safety standpoint, one of the most serious truck defects is: (a) Brake failure. (b) Low fuel or battery charge. (c). Broken horn. (d) Worn tires. 6. When following another truck it is best to keep behind: (a) About one truck length. (b) About three truck lengths. (c) About 10 feet to 12 feet. (d) Close enough so the other operator can hear your horn.


7. The truck horn should be used: (a) To warn pedestrians and other traffic at intersections and blind corners. (b) To make workers get out of your path when you get too close to them. (c) To let your supervisor know that you are busy.

(e) To let everyone know you have the right of way. 8. If you have to leave a truck unattended, even with the power off, you should: (a) Ask someone to tell you if it starts to move. (b) Be in clear view of it and no more than 25 feet away. (c) Be no farther away than in the washroom. (d) Be no farther than 45 feet away if you’re helping load stock. TRUE OR FALSE (Circle T or F, which ever is more correct.) T F 1. The maximum allowable load should be shown on the nameplate of the truck. T F 2. It is permissible to overload the truck by 25 per cent if additional counterweights are used. T F 3. The load should not be handled if it is so unstable or so insecure that it might come loose while being moved. T F 4. It is good practice to keep the load back against the truck mast as much as possible. T F 5. When going down a 15 per cent incline keep the load on the downside. T F 6. Violation of safety rules, near misses and occasional damage to stock probably indicates a high accident and maintenance rate. T F 7. Repairs to industrial trucks should be made only by persons trained and authorized to make them. T F 8. It is permissible to run over a loose dock plate as long as the truck is not fully.

Loaded

T F 9. If you see a loose object in your path it is better to remove it or avoid it than to run over it. T F 10. Slippery spots caused by oil and water may increase braking distance or cause loss of steering control. T F 11. If you are not able to see because of a large load in front of you, it is better to drive backwards than to try to see around it on one side.


T F 12. If they ask, other workers may be lifted on the forks to reach. their work. T F 13. Under no condition should anyone be permitted under elevated forks. T F 14. When loading a highway truck or trailer, its wheels should be chocked or blocked even though the driver says he set the brakes. T F 15. Smoking is permissible in refueling areas providing you see no leaking fuel. T F 16. Parked trucks should never block fire equipment, fire doors or exits. T F 17. A careful driver may have his legs outside the truck as long as he is protected by a wide load. T F 18. A professional operator checks each load for stability before moving it. T F 19. Passing another truck in a narrow aisle is safe if it is going no more than eight miles per hour. T F 20. When taking a load up a ramp with greater than a 10 per cent slope, the forks. should be on the up side. T F 21. When going through doorways and under pipes, an operator must know clearance of large elevated loads. T F 22. A really good driver should demonstrate his ability by turning corners as fast as possible. T F 23. It is permissible to let another person operate your truck if they says they know how. T F 24. When traveling with a load the mast should be tilted back. Pallet Lift: 25. Before moving a load with a pallet jack, you should: A. Be certain that it is securely stacked B. Satisfy yourself that the movement of it will not jar the load and cause it to fall C. Sound the horn D. A & B above 26. When walking with a powered pallet jack it is safest to walk; A. Directly in front of it B. To the side of it C. Behind it D. Under it


27. When pulling a loaded pallet jack, you should: A. Start slowly and use smooth movements B. Be careful to use proper back mechanics so that you don't strain your lower back muscles. C. Try to avoid uneven, bumpy or slippery floor conditions D. Never lift loads greater than the load capacity of the lift E. All of the above 28. List three reasons why Daily Operator Reports are required. OSHA requires The company requires it Proper maintenance requires it 29. T F It is all right to operate powered pallet jacks when any part of the electrical housing has been removed or if other safety devices have been tampered with or removed. 30. T F If you see any mechanical or hydraulic problems which could affect safety, don't use the jack until the problem is fixed.


Operating Skills Evaluation

Determine the operating skills of the employee by making an evaluation while they are driving the Powered Industrial Truck in a test or actual on the job operation. YES NO DNA* 1. Did the operator pull forward toward designated area without striking

anything?

2. Did the operator place the forks under the pallet properly?

3. Did the operator raise or tilt the load properly?

4. Did the container strike anything while removing the pallet?

5. Did the operator lower the load before moving / backing out? (Don’t drive and lower together)

6. Did the operator drive at a safe rate of speed?

7. Did the operator slow down or stop at intersections?

8. Did the operator sound the horn at intersections or blind spots?

9. Did the operator pull into the area properly to place the load back in the designated spot?

10. Did the operator drive the Forklift, Rough Terrain Vehicle, Skid-Steer Loader? (circle one)

11. Did the operator strike anything on the way up or going to the designated area?

12. Did the operator back out and lower the forks before moving?

13. Did the operator always look behind before backing up?

14. Was the operator wearing the required personnel protective equipment and seatbelt?

15. Did the operator drive around the block of wood or obstacle on the ground, or get off the equipment and remove it?

16. Did the operator set the load flat on the ground before exiting?

17. Did the operator perform any moves that were potentially dangerous? * Does not apply (DNA) _________________________________ _______________________________ Driver’s Name (printed) Person Conducting Evaluation _________________________________ ________________________________ Driver’s Signature Date


OPERATOR’S DAILY REPORT

Battery-Powered & Propane Lift Trucks

OPERATOR: ___________________________ Date: ____________ Shift: ________

CHECK EACH ITEM IF OK, WRITE OK S H I F T

Start During End

EXPLAIN BELOW IF NOT OK OR ANY OTHER ACTIONS TAKEN

1. Battery plug connection No tape or bare wires

2. Battery charge

3. Battery load test

4. Brakes: Service & Parking

5. Lights: Head, Tail, and Warning

6. Horn

7. Steering

8. Tires

9. Hydraulic Controls

10. Fork condition

11. Tanks and Hoses for leaks (Propane)

12. Fire Extinguishers (Propane)

13. Other conditions

REMARKS AND ADDITIONAL EXPLANATIONS OR SUGGESTIONS:


ROUGH TERRAIN VEHICLE

This training program is intended to point out some of the basic safety situations which may be encountered during the normal operation and maintenance of your machine and to suggest possible ways of dealing with these conditions. Additional precautions may be necessary, depending on attachments used and conditions at the work site or in the service area. Therefore, it is YOUR responsibility to use good safety practices in these areas. To make this training program complete the specific owners manual must be covered. This will assure all trainees have a complete understanding of the type/model of Power Industrial Truck that they will be operating. IMPORTANT: IF YOU DO NOT HAVE THE MANUFACTURER'S MANUAL(S) FOR YOUR PARTICULAR MACHINE, GET A REPLACEMENT MANUAL FROM YOUR SUPERVISOR. KEEP THE SAFETY MANUAL AND THE MANUFACTURER'S MANUAL(S) WITH YOUR MACHINE. A WORD TO THE USER/OPERATOR Even though the safety manual for our specific type of equipment will be covered in our training program, it is your responsibility to read and understand this safety manual and the manufacturer's manual(s) for this equipment. This safety manual takes you step-by-step through your working day. Remember that YOU are the key to safety. Good safety practices not only protect you but also protect the people around you. Study this manual and the manufacturer's manual(s) for your specific machine. Make them a working part of your safety program. Keep in mind that this safety manual is written for this type of machine. Practice all other usual and customary safe working precautions. OPERATOR TRAINING/RETRAINING Operators will be evaluated at least every three years. They will also be observed regularly to assure they are using the industrial truck safely. They will receive additional training when the equipment they are using changes or the conditions they operate in are substantially different or changed. Operators who have an accident, near miss, or deviations from their training has been observed, must get supplementary training to make sure it doesn’t happen again. NOTE: Every industrial truck make or model is different in many ways. Operator controls, lifting capabilities, rough terrain, smooth surface, powerhouse, and stability are just a few differences that you may discover between different types of industrial trucks. Along with this training program operators must be trained on each specific type of industrial truck that they will be required to operate. The manufactures equipment manual is an excellent source for this additional training.


**Only trained operators who have successfully completed the training program are allowed to operate powered industrial trucks. Exceptions: Trainees under direct supervision of a designated supervisor will be allowed to operate an industrial truck provided the operation is conducted where other employees are not near and the operation of the truck is under controlled conditions. (E.g. area closed off to other traffic).

Required Safety Maintenance Check The Equipment - Check the tires for cuts, bulges and correct pressure - Check service and parking brakes for proper operation - Check the engine oil system - Check forks for welds, cracks and misalignment. Have repaired or replaced as necessary. WARNING: Do not operate a machine whose forks have been repaired by welding unless the welding was specifically authorized by the manufacturer of your forklift. - Check the hydraulic system - Check coolant level - Check wheel lugs - Check oil cooler and radiator for dirty fins. - Check back-up alarm and horn


PRE-OPERATIVE INSTRUCTIONS For Safe Operation For safe operation of the Rough terrain lift, you must be a qualified and authorized operator. To be qualified, you must understand the written instructions supplied by the manufacturer, have training, including actual operation of this machine and know the safety rules and regulations for the jobsite. An operator should not use drugs or alcohol which can change his alertness or coordination. An operator on prescription or over-the-counter drugs needs medical advice on whether or not they can safely operate the equipment. Protect Yourself Wear all the protective clothing and personal safety devices issued to you or called for by job conditions. You may need: - A hard hat (we require at all times) - Safety shoes - Safety glasses, goggles, or face shield (lifting high that may involve dust etc.) - Heavy gloves - Hearing protection (for sound level) Wear whatever is needed, don't take chances. Learn where fire extinguishers and first-aid or emergency equipment are kept and where to get help in a hurry. Make sure you know how to use this equipment. Mount Properly Always use "three point contact," facing the machine when you enter or leave. ("Three point contact" means that 3 out of 4 arms and legs are in contact with the machine at all times during mount and dismount.) Clean your shoes and wipe your hands before climbing on. Use handrails, grab-irons, ladders or steps (as provided) when mounting. Never enter a moving machine.


OPERATOR SAFETY Never carry passengers and never allow unqualified people to use your machine. Never operate controls from outside the cab. Never walk, or allow others to walk under raised boom. Always ensure there is sufficient overhead clearance for the boom. (May hit something, power lines, pipes, doorways.)

Never operate in the vicinity of electrical power lines. Never use the machine as a personnel lift. Never lift a load using one fork. Never attempt to discharge a load off the fork by stopping machine suddenly. Never stack a load on uneven ground. Never place loads that exceed the scaffold capacity. Never subject scaffold to unnecessary "shock" loads. Ensure that correct tire pressure and calcium chloride levels are maintained Drive slow and carry load no higher than your eye level. Always be aware of load width. Ensure that the load is stable and secure. Check to see there are no loose articles which may fall. Drive carefully and avoid any sudden stops and changes of direction. Always check the load charts before picking a load. Never add unauthorized counterweight. Always pick up load at its center of gravity. Always stop engine, turn key off and set parking brake before leaving operator's compartment. Avoid parking on slopes - if it is necessary, ensure parking brake is on and the wheels are chocked.


STARTING THE ENGINE Look Out for Others Before starting, walk completely around the machine. Make sure no one is under it, on it or close to it. Let other employees and bystanders know you are starting up and don't start until everyone is clear of the machine. Starting Procedure With transmission in neutral turn ignition key clockwise cranking the engine. (Do not crank the engine longer than 20 seconds. Wait 2 minutes before you try again.) NOTE: During cold weather inject starting fluid ONLY while the engine is cold and cranking. After engine has been started, operate all hydraulic functions. (NOTE: Cold weather operation, only move each function a small distance back and forth until full cycle has been accomplished.) Level machine, move frame tilt lever to full right over relief (till stops) then full left over relief then back to level. Raise boom full up to relief and full down to relief. Extend inner boom full out to relief and retract full in to relief. Tilt fork carriage full down to relief and full back to relief. Transfer transverse full forward to relief and return back to relief. When checking these functions ensure parking brake is on. Shut off engine, move all hydraulic levers. If any machine movement is detected advise your supervisor. *NOTE: Do frame level check every 4 hours.


OPERATING PROCEDURES IT IS YOUR RESPONSIBILITY TO EVALUATE WORKING CONDITIONS AND ADJUST YOUR OPERATION ACCORDINGLY. When traveling over rough terrain, soft ground, or wet/icy surfaces, slow down and shift to a lower gear. Travel only at speeds that permit stopping in a safe manner. WARNING: KEEP THE LOAD AT EYE LEVEL OR BELOW. Traveling - Start and stop machine to check brakes Note: Do Not add fluid to brake reservoir, contact supervisor. - check parking brake by holding on hill. Tighten knob on handle to adjust. - Check the three steering modes - * 4 wheel * 2 wheel * Crab or oblique Follow Safe Operating Practices - Operate the controls smoothly - don't jerk the steering wheel or hydraulic controls. - Avoid sudden stops, starts, turns or changes in direction. - Never "cowboy" or play games with a forklift. - Never attempt to work the controls except from operator's seat. - Never leave the operator's seat without first lowering the forks to the ground, setting the

parking brake, and placing controls in neutral (or park). WARNING: Keep all parts of your body inside the operator's compartment while operating the rough terrain forklift. Failure to do so could cause serious injury or death. Do not touch, lean on, or reach through the mast, boom or lift mechanism or permit others to do so. Never climb on the mast, boom or lift mechanism. Stay alert. Should something break, come loose, or fail to operate in your equipment, stop work, shut off the engine, set parking brake and alert your Supervisor.


LIFTING THE LOAD Lift the Load Safely If possible, plan to load, unload and turn on flat level ground. If not level, use frame tilt to level machine. Level bubble must be centered. If loads are to be handled several times, place stacking blocks under loads. For side shift equipped forklifts, center the forks and carriage before lifting. Inspect load to be lifted. Approach the load slowly and squarely with fork tips straight and level. If necessary, adjust pallet forks. Boom slowly forward and engage load. Position load equally on both forks. Boom forward until load touches the carriage (backrest). Tilt the forks back to position the load for travel, then lift the load only enough to clear obstacles. Avoid erratic stops. Be sure there is sufficient clearance overhead and all around for lifting and traveling. Watch the machine's rear clearance when you turn. Transport the Load Safely When you travel with a load, keep the forks tilted back with boom retracted and the load as close to the ground as possible. WARNING: ALWAYS CARRY THE LOAD NO HIGHER THAN EYE LEVEL. WARNING: Failure to abide by these precautions could result in the forklift tipping over or losing the load. Avoid excessively steep slopes or unstable surfaces. If you must drive on a slope, Frame Level machine, keep the load low and proceed with extreme caution. Do not drive ACROSS excessively steep slopes under any circumstances. WARNING: Travel on inclines, slopes, ramps and downgrades only as follows: LOADED forklift...with forks (and load) pointed uphill. EMPTY forklift...with forks pointed downhill. Reduce speed and sound horn at blind intersections, exits and when approaching pedestrians. Slow down for turns, ramps, dips, uneven or slippery surfaces and in congested areas. Avoid driving over loose objects and holes in roadway surfaces to prevent losing the load or tipping the machine. Avoid crossing ditches, curbs or exposed railroad tracks. If crossing cannot be avoided, keep the load as low as possible, travel very slowly, and proceed with caution. Avoid panic braking. Apply brakes smoothly for a controlled stop to prevent toppling the load.


SAFELY PLACING THE LOAD Elevated or Overhead Placement When stacking or placing a load high, use extreme caution because there may be other workers in the immediate area whom you cannot see. Make sure that bystanders are away from the area where the load can tip or fall. Bring the forklift as close to the landing point as possible with the load held low. DO NOT raise the load for placement if the forks are tilted to one side. level machine using frame tilt BEFORE the load is raised. (If your machine has outriggers, these should be lowered into position.) Set the parking brake back. Tilt carriage to cradle the load. Slowly and carefully raise the load. CAUTION: As lift height increases, your depth perception decreases. Placing the load safely at a high elevation may require a signal person to guide you. If there is any indication of instability during the lift (i.e. movement, leaning, swaying), stop immediately, lower the load, move the forklift to a more stable, level position. As the load approaches the desired height, slow the lift speed to a minimum. Continue the lift until load is slightly higher than the landing point. CAUTION: Do not ram a hydraulic lift cylinder to the end of its stroke. The resulting jolt could spill the load. Once the load is higher than the landing point use the transverse to place the load directly over the landing point. Consult Load chart* for transverse capacity. Forks should be nearly level and parallel to the landing surface so they may be easily retracted from under the load. Safe Shutdown Correct shutdown is important to safe operation. Follow these general steps. - Come to a full stop. - Set parking brake. - Lower forks to the ground. - Place controls in neutral (or park). - Idle engine for 1-3 minutes for gradual cooling. - Shut off engine. - Cycle hydraulic controls to eliminate residual pressure. - Remove ignition key. - Lock anti-vandalism covers and closures. - Dismount. - Block wheels if on a slope or incline.


NAME___________________ DATE______________

Rough Terrain

Confirmation Of Understanding 1. Whenever mounting or dismounting the Rough terrain lift: a. Use a four point contact. b. Use a two point contact. c. Jump off. d. Use a three point contact. 2. T or F Passengers are allowed to ride on the Rough terrain lift at certain times. 3. T or F At times is all right to operate controls from outside the cab. 4. T or F If you have to park on slopes you must insure that the parking brake is on and that the wheels are chocked. 5. Why should you always check to insure that there is sufficient overhead clearance for the boom? ______________________________________________________________________________________________________________________________________ 6. You may never carry a load higher than: a. Two feet off the ground. b. 2 - 4 inches off the ground. c. No higher than eye level. d. High enough to see under. e. None of the above. 7. T or F Only in special circumstances is it o.k. to add counterweights to the Rough terrain lift to stabilize the load. 8. T or F You must stop the engine, turn the key off, and set the parking brake

before leaving the operator's compartment.


9. Why is it a good idea to inspect the Rough terrain lift before use? ______________________________________________________________________________________________________________________________________ 10. How often are you supposed to fill out the daily operator's report? ______________________________________________________________________________________________________________________________________ 11. What must you do if something brakes, comes loose, or fails to operate on

your equipment? ______________________________________________________________________________________________________________________________

12. What could happen if you fail to follow all of the operator and/or safety rules? ______________________________________________________________________________________________________________________________________ 13. What must be done to the machine before the load is raised? a. Nothing b. Level machine using the frame tilt. c. Level the machine using boards. d. Bring the Rough terrain lift as close to the landing point as possible. e. b and d. 14. T or F When lifting to an elevated surface, the parking brake must be set before lifting the load.


Answer key

NAME___________________ DATE________________

Rough Terrain Confirmation Of Understanding

1. Whenever mounting or dismounting the Rough terrain lift: a. Use a four point contact. b. Use a two point contact. c. Jump off. d. Use a three point contact. 2. T or F Passengers are allowed to ride on the Rough terrain lift at certain times. 3. T or F At times is all right to operate controls from outside the cab. 4. T or F If you have to park on slopes you must insure that the parking brake is on and that the wheels are chocked. 5. Why should you always check to insure that there is sufficient overhead clearance for the boom? Overhead power lines, pipes, door ways 6. You may never carry a load higher than: a. Two feet off the ground. b. 2 - 4 inches off the ground. c. No higher than eye level. d. High enough to see under. e. None of the above. 7. T or F Only in special circumstances is it o.k. to add counterweights to the Rough terrain lift to stabilize the load. 10. T or F You must stop the engine, turn the key off, and set the parking brake

before leaving the operator's compartment. 9. Why is it a good idea to inspect the Rough terrain lift before use?

To make sure it is safe to operate and that all equipment is functioning properly.


10. How often are you supposed to fill out the daily operator's report? Before and after each work shift 12. What must you do if something brakes, comes loose, or fails to operate on

your equipment? Shut the equipment down using normal procedures and contact the supervisor.

12. What could happen if you fail to follow all of the operator and/or safety rules?

I could be injured or injure someone else. Cause vehicle or property damage.

13. What must be done to the machine before the load is raised? a. Nothing b. Level machine using the frame tilt. c. Level the machine using boards. d. Bring the Rough terrain lift as close to the landing point as possible. e. b and d. 14. T or F When lifting to an elevated surface, the parking brake must be set before lifting the load.




anything?
















34. Did the operator perform any moves that were potentially dangerous? * Does not apply (DNA) _________________________________ _________________________________ Driver’s Name (printed) Person Conducting Evaluation _________________________________ _________________________________ Driver’s Signature Date



ROUGH TERRAIN

OPERATOR: ________________________ DATE: ______________ SHIFT: ____________


Start During End


SERVICES AND PARKING BRAKES

ENGINE OIL

FORKS: WELDS, CRACKS, AND MISALIGNMENT

HYDRAULIC SYSTEM

COOLANT LEVEL

WHEEL LUGS

OIL COOLER AND RADIATOR FOR DIRTY

BACK-UP ALARM AND HORN TIRES

LIGHTS

FIRE EXTINGUISHER

SEAT BELTS

OTHER CONDITIONS

REMARKS AND ADDITIONAL EXPLANATIONS OR SUGGESTIONS: _______________________________


SKID STEER LOADER This training program is intended to point out some of the basic safety situations which may be encountered during the normal operation and maintenance of your machine and to suggest possible ways of dealing with these conditions. Additional precautions may be necessary, depending on attachments used and conditions at the work site or in the service area. Therefore, it is YOUR responsibility to use good safety practices in these areas. To make this training program complete the specific owners manual must be covered. This will assure all trainees have a complete understanding of the type/model of Power Industrial Truck that they will be operating. IMPORTANT: IF YOU DO NOT HAVE THE MANUFACTURER'S MANUAL(S) FOR YOUR PARTICULAR MACHINE, GET A REPLACEMENT MANUAL FROM YOUR SUPERVISOR. KEEP THE SAFETY MANUAL AND THE MANUFACTURER'S MANUAL(S) WITH YOUR MACHINE. A WORD TO THE USER/OPERATOR Even though the safety manual for our specific type of equipment will be covered in our training program, it is your responsibility to read and understand this safety manual and the manufacturer's manual(s) for this equipment. This safety manual takes you step-by-step through your working day. Remember that YOU are the key to safety. Good safety practices not only protect you but also protect the people around you. Study this manual and the manufacturer's manual(s) for your specific machine. Make them a working part of your safety program. Keep in mind that this safety manual is written for this type of machine. Practice all other usual and customary safe working precautions. OPERATOR TRAINING/RETRAINING Operators will be evaluated at least every three years. They will also be observed regularly to assure they are using the industrial truck safely. They will also receive additional training when the equipment they are using changes or the conditions they operate in are substantially different or changed. Operators who have an accident, near miss, or deviations from their training has been observed, must get supplementary training to make sure it doesn’t happen again.


NOTE: Every industrial truck make or model is different in many ways. Operator controls, lifting capabilities, rough terrain, smooth surface, powerhouse, and stability are just a few differences that you may discover between different types of industrial trucks. Along with this training program operators must be trained on each specific type of industrial truck that they will be required to operate. The manufactures equipment manual is an excellent source for this additional training. **Only trained operators who have successfully completed the training program are allowed to operate powered industrial trucks. Exceptions: Trainees under direct supervision of a designated supervisor will be allowed to operate an industrial truck provided the operation is conducted where other employees are not near and the operation of the truck is under controlled conditions. (E.g. area closed off to other traffic). PROTECT YOURSELF Wear all the protective clothing and personal safety devices issued to you or called for by job conditions. You may need: - A hard hat - Safety shoes - Safety glasses, goggles, or face shield - Heavy gloves - Hearing protection - Reflective clothing - Wet weather gear - Respirator or filter mask. Wear whatever is needed, don't take chances. WARNING: Do NOT wear loose clothing or any accessory - flopping cuffs, dangling neckties and scarves, or jewelry and wrist watches - that can catch in moving parts. BE ALERT! - Know where to get assistance. Know how to use the fire extinguisher/fire suppression system. BE AWARE! - Take advantage of training programs offered. BE CAREFUL! Human error is caused by many factors: carelessness, fatigue, overload, preoccupation, unfamiliarity of operator with the machine, drugs, and alcohol to name a few. Damage to the machine can be fixed in a short period of time, but injury, or death, has a lasting effect. For your safety and the safety of others, encourage your fellow workers to act safely.


FOR SAFE OPERATION For safe operation of this machine, you must be a qualified and authorized operator. To be qualified, you must understand the written instructions supplied by the manufacturer, have training, including actual operation of this machine and know the safety rules and regulations for the jobsite. WARNING: Do not operate this machine if you are under the influence of drugs or alcohol which can impair your alertness or coordination. An operator on prescription or over-the-counter drugs needs medical advice on whether or not he can safely operate machines. KNOW THE RULES We have rules governing operation and maintenance of this equipment. Before you start work, check with your supervisor or the safety manager. Ask about rules you will be expected to obey. These are some of the rules you must work by: - Fill out a Daily Operators Report - Know the capacity and operating characteristics of this machine. - Never modify or remove any part of the machine (except for service and reinstall before operating). - Fasten your seat belt/operator restraint before you start. - Keep others away from your operation. - Look before backing up. - Carry the load low. - Whenever you leave your machine, always lower the lift arms and put the bucket or attachments flat on the ground or lock the lift arms with the lift arm restraint device(s). Engage the parking brake, stop the engine, cycle the hydraulic controls to eliminate pressure, and remove the key before you dismount. Make sure you understand the rules covering traffic. Make sure you know what all signs, flags, and markings mean. Make sure you understand hand and horn signals. KNOW YOUR EQUIPMENT Know your Skid-Steer Loader. Know how to operate all equipment on your machine. Know the purpose of all the controls, gauges, and indicators. Know the rated load capacity, speed range, braking and steering characteristics, turning radius, and operating clearances. Keep in mind that rain, snow, ice, loose gravel, soft ground, etc., change the operating capabilities of your machine. Study the DANGER, WARNING, and CAUTION safety signs on your machine and the information signs. READ AND UNDERSTAND THE MANUFACTURER'S OPERATOR'S MANUAL BEFORE STARTING THE ENGINE. IF THERE IS NO MANUAL WITH THE MACHINE - GET ONE. STUDY IT BEFORE YOU START WORK.


IF THERE IS SOMETHING IN THE MANUAL YOU DON'T UNDERSTAND, ASK YOUR SUPERVISOR OR EQUIPMENT DEALER TO EXPLAIN IT TO YOU. IMPORTANT: The manual covers safe practices for Skid-Steer Loaders equipped with a bucket or pallet forks. If your machine is equipped with other devices, read the manufacturer's operating and safety manuals pertaining to that equipment before using it. PREPARE FOR SAFE OPERATION CHECK THE SAFETY EQUIPMENT To protect you and others around you, your machine may be equipped with the following safety equipment. See that each item is securely in place and in operating condition. - Falling Object Protective Structure (FOPS). - Roll-Over Protective Structure (ROPS) - Seat Belts - Operator Seat Bar(s) - Side Shields, Screens or Cab - Grab Handles - Lift Arm Restraining Device(s) - Lights - Anti-skid Tread/Steps - Safety Signs - Horn - Guards - Back-Up Alarm - Fire Extinguisher Use them! Never remove or disconnect any safety device. WARNING: NEVER REMOVE A FOPS OR ROPS STRUCTURE EXCEPT FOR SERVICE CHECK THE MACHINE Before you begin your workday, you must inspect your machine and have all systems in good operational condition. Do not operate the machine until all deficiencies are corrected. - Check for broken, missing or damages parts. Make necessary repairs. - Check the tires for cuts, bulges and correct pressure. Replace badly worn or damaged tires. - Check the parking brake for proper operation. - Perform all maintenance procedures outlined by the manufacturer of your machine. - Check the hydraulic system. Have any leaks repaired.


WARNING: Diesel fuel or hydraulic fluid under pressure can penetrate the skin or eyes and cause serious injury, blindness or death. Fluid leaks under pressure may not be visible. Use a piece of cardboard or wood to find leaks but do not use a bare hand. Wear a face shield or safety goggles for eye protection. If any fluid is injected into the skin, it must be removed within a few hours by a doctor familiar with this type of injury. - Check cooling system. If air cooled, check for unobstructed air flow. If liquid cooled, check coolant level (at overflow tank, if provided). WARNING: If liquid cooled, allow the radiator to cool before checking the level. CLEAN UP WARNING: Always lower the lift arms and stop engine before cleaning loader. Clean windshield, lights and safety signs. Make sure the operator's area, steering levers, pedals, steps and grab handles are clean. Oil, grease, snow, ice, mud or debris in these areas can cause you to slip and fall. Clean your boots of excess mud before getting on the machine. Remove all personal items or other objects from the operator's area. Secure these items in a tool box or remove from the machine. USE CAUTION WHEN FUELING WARNING: Never fill the fuel tank with the engine running, while smoking or when near an open flame. Never overfill the tank or spill fuel. If fuel is spilled, clean it up immediately. Be sure to use the correct type and grade of fuel. Ground the fuel funnel or nozzle against the filler neck to prevent sparks and be sure to replace the fuel tank cap. KNOW THE WORKING AREA Learn - beforehand - as much about your working area as possible. Check at ground or floor level. Inspect the surface over which you will travel. Look for holes, drop-offs and obstacles. Look for rough spots or hidden obstacles on surfaces which could cause a collision or loss of control. Look for weak spots on docks, ramps or floors. Look for oil spills, wet spots, slippery surfaces. Look for soft soil, deep mud, standing water. Watch for anything that might make you lose control or cause the loader to rollover. When operating your machine inside a building, know what clearances you will encounter - overhead, doorway, aisles, etc.; also, the weight limitations of floors and ramps.


Plan travel routes for inside work in order to see and protect bystanders. Pick up debris that can puncture tires. Plan your work. Make sure you know where you will make your pickups, lifts and turns. Before you raise a loader bucket, know where you will dump it, and ALWAYS carry the load low. CHECK OVERHEAD. Check the clearances of doorways, canopies, and overheads. Know exactly how much clearance you have under power and telephone cables. WARNING: Never approach power lines with any part of your machine unless all local, state/provincial and federal (OSHA) required safety precautions have been taken. Use extreme caution. WARNING: Keep away! Electrocution can result from touching or being near a machine that is in contact with or near an electrical source. CHECK UNDERGROUND. Know the location of underground cables, gas lines, and water and drain pipes.

RULES OF THE ROAD If you must travel on or across main roads, make sure lights and warning signs are in place and visible. Make sure a "Slow Moving Vehicle" (SMV) emblem is installed and visible to any vehicle approaching from the rear. Place the bucket in the transport position. Approach intersections with caution, observe speed and traffic control signs. Avoid panic stops and sharp turns. If traffic backs up behind you, pull over and allow other vehicles to pass. When driving at night use appropriate lights. MOUNT SAFELY Never mount a machine unless the lift arms are lowered or restrained by a lift arm restraint device. When you get on or leave the machine, always: - Maintain a three-point contact with the steps and grab handles provided. - Face the machine. - Never jump on or off the machine. Never attempt to mount or dismount a moving machine. Do not use a steering or control lever as a hand hold when you enter or leave the machine. WARN PERSONNEL BEFORE STARTING Before starting, walk completely around the machine. Make sure no one is under the machine, on it, or close to it. Let other workers and bystanders know you are starting up and don't start until everyone is clear of the machine.


STARTING THE ENGINE WARNING: START THE ENGINE FROM THE OPERATOR'S SEAT ONLY. NEVER ATTEMPT TO START THE ENGINE BY SHORTING ACROSS STARTER TERMINALS. Machine may move uncontrollably and cause serious injury or death to anyone in its path. Know the exact starting procedure for your machine. See the manufacturer's manual(s) for starting.

1. Sit in the operator's seat and adjust the seat so you can operate all the controls properly.

2. Fasten the seat belt/operator restraint. 3. Familiarize yourself with warning devices, gauges and operating controls. 4. Lower the operator seat bar(s) (if so equipped). 5. Engage the parking brake and put all controls in the neutral/park position. 6. Clear the area of all persons. 7. Start the engine following the instructions in the manufacturer's manual(s). If necessary to run the engine or operate the machine within an enclosed area, be sure there is adequate ventilation. WARNING: Exhaust fumes can kill.

STARTING AIDS If jumper cables are used, follow the instructions in manufacturer's manual(s). Jump starting is a two person operation. The operator must be in the operator's seat when jump starting engine so that skid steer loader will be under control when engine starts.

WARNING: A battery explosion or a run-away machine could result from improper jump starting procedures.

Ether Cold-Start Fluid is HIGHLY FLAMMABLE. Before using it, always read the instructions on the ether container and the instructions in the manufacturer's manual(s). WARNING: Do NOT use ether if the engine is equipped with glow plug type preheater or other intake manifold type preheater. It could cause an explosion or fire and severe injury or death. AFTER STARTING ENGINE Observe gauges, instruments, and warning lights to assure that they are functioning and their readings are within the operating range.


RUN AN OPERATING CHECK Do not use a machine that is not in proper operating condition. It is the OPERATOR'S RESPONSIBILITY to check the condition of all systems, and to run the check in a safe area. TEST CONTROLS Make sure the engine is operating correctly. With the control levers in neutral, test engine speed control. Operate each control pedal or lever to make sure all lift arm and bucket functions are correct. WARNING: Be certain you can control both speed and direction before moving. Operate the travel control lever(s) to ensure correct operation in forward and reverse. Test steering - right and left - while moving slowly in a clear, safe area. REMEMBER THESE RULES Do not overload a bucket or attachments, or carry a load which can fall from bucket or attachment. Different attachments can change the weight distribution of the loader. They can also effect its stability and handling response. Be sure you can keep the loader under complete control. WARNING: NEVER modify your loader's ROPS (roll-over-protective-structure). To do so may cause severe injury or death. When changing buckets or installing attachments, make sure all connectors are securely fastened. Tighten all bolts, nuts and screws to torque’s recommended by the manufacturer. REMEMBER THE OTHER PERSON Never allow an untrained or unqualified person to operate your machine. Handled improperly, this machine can cause severe injury or death. WARNING: YOUR SKID STEER LOADER IS A ONE-PERSON MACHINE. NEVER PERMIT RIDERS. Never use the bucket for a work platform or personnel carrier. Always look around before you back up, or swing an attachment. Be sure that everyone is in the clear. Know the pinch points and rotating parts on the loader, awareness on your part can prevent accidents.


Never overload the bucket with material which can injure someone if it spills. Keep loaded bucket level as lift arms are moved and as loader moves up or down on slopes and ramps. WARNING: NEVER LIFT, SWING, OR MOVE A LOAD OVER ANYONE. Keep others away from your operation. FOLLOW SAFE OPERATING PRACTICES - Keep your seat belt/operator restraint fastened. - Never leave the operator's seat without first raising the operator seat bar(s) (if so equipped), lowering the lift arms or engaging the lift arm restraints - and stopping the engine. - Operate the controls smoothly - don't jerk the steering levers. - Carry the load low. - Avoid sudden stops, starts or turns. - Use care and good judgment. - Never attempt to work the controls unless properly seated. WARNING: Keep your body inside the operator's cab while operating the skid-steer loader. Never work with your arms, feet or legs beyond the operator's compartment. Stay alert. Should something break, come loose, or fail to operate on your loader, stop work, lower the lift arms, stop the engine, and notify your Supervisor immediately. TRAVELING ON JOBSITE Take it slow and easy when traveling through congested areas. Traffic courtesy pays off. Give the right of way to loaded machines. Maintain a safe distance from other machines. Pass cautiously. Don't obstruct your vision when traveling or working. Carry the bucket LOW for maximum stability and visibility while traveling. Operate at speeds slow enough so you have complete control at all times. Travel slowly over rough or slippery terrain and on hillsides. OPERATE SAFELY Always have the lift arms down when traveling or turning. Plan operation to load, unload and turn on flat level ground. Never ram the bucket into a material pile. Most loaders have more force at slow speeds. When traveling over rough terrain, slow down to prevent losing control. Raise loads slowly at an even rate and be ready to lower load quickly if loader gets in unstable situation.


Avoid steep slopes or unstable surfaces. If you must drive on a slope, keep the load low and proceed with extreme caution. Do not drive ACROSS an excessively steep slope under any circumstances. Travel straight up and down the slope. WARNING: Travel up and down on inclines, slopes, and ramps as follows: Travel up and down slope with the heavy end of the loader pointed uphill. LOADED bucket ...with bucket (and load) pointed uphill. EMPTY bucket... with bucket pointed downhill. Check loader manufacturer's recommendations. Most loaders are heavier on the rear axle when unloaded and heavier on the front axle when fully loaded. If you are working on a ramp or slope always have a flat, level turn-around area so you can turn, load and unload safely.

WARNING: KEEP THE LOAD AS LOW AS POSSIBLE FOR MAXIMUM STABILITY.

The center-of-gravity of your skid-steer loader shifts as loads are lifted and lowered. Never attempt to make sharp turns or travel on steep slopes with a raised load.

WARNING: Make sure you can see where you are going. Never travel with a load obstructing your vision.

WATCH OUT FOR HAZARDOUS WORKING CONDITIONS Be alert for hazards. Know where you are at all times. Watch for branches, cables, or doorways. Use caution when working along docks, runways, banks and slopes. Keep away from the edges of drop offs. Use caution when working beneath an overhang. WARNING: Never undercut a high bank. Extreme caution should be used when working along the top of banks or slopes. Keep away from the edge. WARNING: Never operate the machine too close to the edge of an overhang or excavation. The edges could collapse or a slide could occur causing severe injury or death. STAY ALERT. CAVE-INS CAN BE HAZARDOUS. Use caution in backfilling. Do not get too close to the trench wall. The combined weight of your equipment and the load could cause the trench wall to give way. Before backfilling, see the manufacturer's Operator manual.


When working under hazardous conditions, have a second person work with you to signal for dangers. Make certain they don’t get too close to your loader. Be careful when handling materials such as rocks, gas cylinders, barrels etc. Lifting too high and rolling bucket too far back could result in these materials falling into the operator's compartment. Special enclosures may be available for use with attachments. Check with your dealer. EXHAUST GASES CAN KILL Vent exhaust gases and assure a flow of fresh air when an internal combustion engine is used in a closed space. Exhaust fumes have deadly components which are odorless and invisible so that they can kill without warning. WARNING: Exhaust fumes from diesel, gasoline or LP gas engines can kill. WATCH OUT FOR OBSTACLES Adjust your speed to conditions. Watch for obstacles. Go around rocks and stumps. Avoid crossing ditches, curbs or exposed railroad tracks. If obstacles are unavoidable; reduce speed, raise bucket or attachment a short distance if needed for clearance, and cross at an angle. If loader bucket is being used to scrape pavement, check for hidden obstacles that could cause a collision. At railroad crossings, stop at approach, remove ear protectors, if any, and look and listen for trains before crossing the tracks. Keep speed to a minimum when visibility is poor. LOADING AND UNLOADING If machine is equipped with a ROPS, always wear your seat belt/operator restraint when loading or unloading your machine. When transporting a loader, follow the manufacturer's recommended loading and unloading procedures. Several precautions are applicable to all machines: - Load and unload on a level surface. - Block transport vehicle so it cannot move. - Use ramps of adequate size and strength; low angle, and proper height. - Keep trailer bed and ramps clean of clay, oil, ice, snow and other materials which can become slippery. - Back the loader up the ramp onto the transport vehicle. (Unload by driving forward, down the ramp.) - Chain and block machine securely for transport. SELECT A SITE Select level ground, whenever possible. If you must park on a slope or incline, position the machine at right angles to the slope, engage the parking brake, lower the bucket (and other attachments) to the ground and block the wheels.

WARNING: Never leave the loader with the engine running, the lift arms raised, or unattended. If arms are left in raised position, they MUST be restrained by the lift arm restraining devices(s).


SAFE SHUTDOWN The detailed shutdown procedure is given in your manufacturer's manual(s). In general, the procedure should include the following: - Stop machine. - Lower the bucket and other attachments flat on the ground. - Position controls in neutral. - Engage parking brake. - Idle engine for short cool-down period. - Stop engine. - Cycle hydraulic controls to eliminate pressure. - Raise operator seat bar(s) (if so equipped). - Unbuckle seat belt/restraint. - Remove ignition key and lock covers and closures. - Shut off master electric switch (if so equipped). - When you leave the machine, always maintain a three point contact with the steps and grab handles. Face the machine as you dismount. Never jump off machine. - Be careful of slippery conditions on steps and grab handles when leaving machine. - Block wheels if on a slope or incline. GENERAL PROCEDURES Do not perform any work on a machine unless you are authorized - and qualified- to do so.


NAME_____________________ DATE________________

Skid Steer Loader

Confirmation of Understanding 1. Name five items that you need to inspect on a skid-steer loader before use? _________________________________________________________________ _________________________________________________________________ 2. The best way to check for fluids under pressure is? _________________________________________________________________ 3. Why would you always want to carry the load low? _________________________________________________________________ _________________________________________________________________ 4. What is "three-point contact"? _________________________________________________________________ _________________________________________________________________ 5. T or F Only in special circumstances is it acceptable to start the engine from outside of the operators seat by shorting across the starter terminals. 6. Why are riders not allowed on your skid-steer loader? _________________________________________________________________ _________________________________________________________________ 7. What could happen if you modified the roll-over-protective-structure (ROPS)? _________________________________________________________________ _________________________________________________________________ 8. If the arms must be left in a raised position, why must the arms be restrained by lift arm restraining devices? _________________________________________________________________ _________________________________________________________________ 9. T or F If you see any mechanical or hydraulic problems which could affect safety, don't use the skid steer loader until the problem is fixed. 10. T or F The load should not be handled if it is so unstable or so insecure that it might come loose while being moved.


11. If you must drive on or along the road, what precautions must you make before you drive? _________________________________________________________________ _________________________________________________________________ 12. Why is it important to test the controls on the skid steer loader before use? _________________________________________________________________ _________________________________________________________________ 13. T or F Only in special circumstances is it O.K. to use the bucket as a work platform or personnel carrier. 14. A skid steer loader training program will help us: a. Reduce maintenance costs. b. Increase efficiency. c. Reduce accidents. d. All of the above. 15. T or F Smoking is allowed in refueling areas providing you see no leaking fuel. 16. If something should break, come loose, or fail to operate on your loader what should you do? _________________________________________________________________ _________________________________________________________________ 17. T or F Always travel up and down slopes with the heavy end of the loader pointed uphill. 18. T or F Who is allowed to perform work on your skid steer loader? a. Only qualified and trained personnel. b. Your buddy. c. Supervisory personnel. d. None of the above. e. All of the above. 19. If you have any questions regarding the operation of this skid steer loader, who will you ask? _________________________________________________________________ 20. When is the only time that someone is allowed to stand under a raised load?


Answer key NAME_____________________ DATE_______________

Confirmation of Understanding 1. Name five items that you need to inspect on a skid-steer loader before use? Any of the safety equipment (FOPS, ROPS, seat belt, seat bar, side shields, screens, etc.) tires, brakes, hydraulic system. 2. The best way to check for fluids under pressure is? Cardboard or wood. But never use your hand or other body parts. 3. Why would you always want to carry the load low? Better stability, see better, over heads obstructions. 4. What is "three-point contact"? Keeping two hands and a foot or two feet and one hand in contact with the equipment at all times. 5. T or F Only in special circumstances is it acceptable to start the engine from outside of the operators seat by shorting across the starter terminals. 6. Why are riders not allowed on your skid-steer loader? No seating, can fall off and be injured, equipped for one only. 7. What could happen if you modified the roll-over-protective-structure (ROPS)? Serious injury or death could occur. 8. If the arms must be left in a raised position, why must the arms be restrained by lift arm restraining devices? So the arms wouldn’t inadvertently fall causing injury or damage. 9. T or F If you see any mechanical or hydraulic problems which could affect safety, don't use the skid steer loader until the problem is fixed. 10. T or F The load should not be handled if it is so unstable or so insecure that it might come loose while being moved.


11. If you must drive on or along the road, what precautions must you make before you drive? Make sure lights and warning signs are in place and visible, slow moving vehicle emblem in place, bucket in transport position. 12. Why is it important to test the controls on the skid steer loader before use? To make sure everything is functioning properly. 13. T or F Only in special circumstances is it O.K. to use the bucket as a work platform or personnel carrier. 14. A skid steer loader training program will help us: a. Reduce maintenance costs. b. Increase efficiency. c. Reduce accidents. d. All of the above. 15. T or F Smoking is allowed in refueling areas providing you see no leaking fuel. 16. If something should break, come loose, or fail to operate on your loader what should you do? Shut it down and have it repaired before it is used, tag it out of service, notify supervisor. 17. T or F Always travel up and down slopes with the heavy end of the loader pointed uphill. 18. T or F Who is allowed to perform work on your skid steer loader? a. Only qualified and trained personnel. b. Your buddy. c. Supervisory personnel. d. None of the above. e. All of the above. 19. If you have any questions regarding the operation of this skid steer loader, who will you ask? My trainer, supervisor, safety director, etc; 20. When is the only time that someone is allowed to stand under a raised load? NEVER!!!!!




anything?
















51. Did the operator perform any moves that were potentially dangerous? * Does not apply (DNA) _________________________________ _________________________________ Driver’s Name (printed) Person Conducting Evaluation _________________________________ _________________________________ Driver’s Signature Date



Skid – Steer Loader

OPERATOR: ______________________ DATE: ______________ SHIFT: ______________


Start During End


Roll-Over Protective Structure (ROPS)

Falling Object Protective Structure (FOPS)

Bucket: Welds, Cracks, check attachment pins and locks

Hydraulic System

Service and Parking Brakes

Operator Seat Bar(s), Lift Arm Restraining Device(s)

Side Shields, Screens or Cab

Back-up Alarm, Flashing Light, Head & Parking Lights

Tires

Fire Extinguisher

Seat Belt

Safety Signs, Anti-skid Tread/Steps Other Conditions

REMARKS AND ADDITIONAL EXPLANATIONS OR SUGGESTIONS: _______________________________


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