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Safe Forklift Operation: A Complete Guide




1. Pre-Operation Checks

Before operating a forklift, it’s essential to conduct thorough checks to ensure the machine is safe and ready for use:

  • Inspect the forklift’s appearance for any visible damage or leaks.

  • Check and top up fuel, lubricating oil, and cooling water as necessary.

  • Test the starting, running, and braking systems for proper function.

  • Verify that all lights and audio signals are in working order.

  • Monitor pressure and temperature gauges during operation.

  • For electric forklifts, inspect the battery circuit to ensure all components are functioning correctly.

2. Safe Starting Procedures

Starting the forklift safely prevents unnecessary risks:

  • Survey the area to ensure there are no obstacles or personnel nearby. Signal by sounding the horn before starting.

  • For forklifts with air brakes, ensure the brake pressure gauge reads the specified level.

  • Confirm that the load is stable and secure before moving.

  • Start the forklift slowly and smoothly to maintain control.

3. Safe Driving Practices

Following proper driving techniques ensures safety during movement:

  • Fork Positioning: Keep the forks 300-400mm above the ground, with the mast tilted slightly backward for stability.

  • Avoid Raising Forks Too High: High fork positions raise the forklift’s centre of gravity, reducing stability. Be cautious of overhead obstacles.

  • After Unloading: Lower the forks to a normal driving position before moving.

  • Turning Safely: Use signals near pedestrians or other vehicles. Avoid sharp, high-speed turns to prevent tipping.

  • Downhill Driving: Do not coast with the engine off. For steep slopes, drive in reverse to prevent goods from falling forward.

  • Braking: Avoid sudden braking, especially with a load. Use brakes carefully on slopes and never rely on inertia to stop.

  • Traffic Rules: Adhere to site traffic regulations and maintain a safe distance from other vehicles.

  • Visibility: If the load blocks the driver’s view, drive the forklift in reverse for better visibility.

  • Rear-Wheel Steering: Forklifts steer from the back, so watch for rear-end swings to avoid collisions.

  • Ramps: Never turn on a ramp or drive across it. Always move up or down the ramp in a straight line.

4. Loading and Unloading Safely

Correct handling of goods is critical for forklift safety and efficiency:

  • Fork Positioning: Adjust the distance between forks to balance the load evenly. The load should be close to the mast for stability.

  • Visibility: Ensure the load does not obstruct the driver’s view.

  • Braking: Use the brakes when loading and unloading to keep the forklift steady.

  • Smooth Handling: Approach goods slowly and carefully. Avoid crushing pallets, wooden blocks, or other materials.

  • Fork Placement:

    • Insert the forks fully under the load to prevent sliding.

    • Tilt the mast slightly backward to stabilise the load during movement.

    • When unloading, tilt the mast slightly forward to gently place the load and pull the forks out carefully.

  • Avoid Collisions: Never fork goods at high speed or strike objects with the forks.

  • Safety Around Personnel:

    • Keep personnel clear of the forks during operation to avoid injury.

    • Do not allow personnel to stand on the forks or under raised loads.

    • Forklifts should never be used to lift personnel to high places.

  • Safe Unloading: Avoid using braking inertia to slide or drop objects, as this can cause damage or accidents.

5. Forklift Safety in High-Risk Environments

Operating forklifts in hazardous environments, like construction sites, warehouses, or outdoor yards, requires additional caution. Drivers must be trained to manage risks such as:

  • Uneven terrain and slopes.

  • Limited visibility in confined spaces.

  • Heavy loads that may shift during movement.

6. Regular Maintenance and Inspections

Forklift safety starts with proper maintenance:

  • Conduct daily checks to ensure key components are in good condition.

  • Inspect tyres, brakes, lights, and hydraulic systems regularly.

  • Address any leaks, cracks, or wear immediately to avoid hazards.


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