OSHA Powered Industrial Truck Operator Evaluation Form

OSHA-Compliant Forklift Operator Evaluation Made Simple

Ensuring your powered industrial truck operators meet OSHA safety standards doesn't have to be complicated. This comprehensive evaluation form is designed specifically for warehouses, manufacturing facilities, distribution centers, and any workplace where forklifts and powered industrial trucks are essential to daily operations.

Why OSHA Compliance Matters for Your Business

Under OSHA regulations 29 CFR 1910.178, all powered industrial truck operators must receive proper training and evaluation before operating equipment in your facility. Non-compliance can result in serious accidents, costly citations, and increased insurance premiums. This template helps you document every required element of operator evaluation—from pre-use inspection knowledge to demonstrated safe operation—in one organized, professional form.

Built for Safety Managers and Operations Teams

Whether you're a safety officer conducting annual re-evaluations, a warehouse manager onboarding new operators, or a training coordinator certifying your team, this form streamlines the entire evaluation process. The template covers all OSHA-required competencies including vehicle inspection procedures, load handling, travel safety, and workplace-specific hazards unique to your facility.

Comprehensive Evaluation in Three Key Sections

The form walks evaluators through a structured assessment starting with operator information and moving through pre-use inspection knowledge, safe operation demonstration, and workplace-specific training. Each section uses clear checklists and rating scales so evaluators can quickly document performance while maintaining detailed records for compliance audits.

By capturing everything from load capacity understanding to pedestrian awareness in a single submission, you create a complete compliance record that's instantly accessible when OSHA comes calling or when reviewing operator performance during safety reviews.

Paperform: Your Complete Compliance Solution

This template leverages Paperform's conditional logic to show relevant questions based on equipment type and evaluation results, making the form efficient for evaluators while ensuring nothing gets missed. The professional layout works seamlessly on tablets and mobile devices, perfect for conducting evaluations right on the warehouse floor.

Integration with Stepper means you can automate what happens next—automatically generate certificates for operators who pass, send refresher training notifications to those who need improvement, update your training management system, and alert supervisors when evaluations are completed. Your compliance workflow becomes completely hands-free.

If operator certification requires formal documentation, connect this form to Papersign to automatically generate acknowledgment forms that both the operator and evaluator can sign electronically, creating a legally binding record that's stored securely alongside the evaluation data.

Perfect for Multiple Industries and Use Cases

This form template is ideal for manufacturing plants, logistics companies, retail warehouses, construction sites, cold storage facilities, and any workplace where powered industrial trucks are operated. Safety managers, training coordinators, warehouse supervisors, and operations managers will find this template meets their documentation needs while reducing administrative burden.

The evaluation covers sit-down counterbalanced forklifts, reach trucks, pallet jacks, order pickers, and other powered industrial trucks. Conditional fields adapt the evaluation based on your specific equipment types, ensuring relevant assessments without cluttering the form with irrelevant questions.

Data-Driven Safety Insights

Beyond creating compliance records, Paperform's built-in analytics help you spot trends across your operator evaluations. Identify which competencies need more training focus, track evaluation pass rates over time, and generate reports that demonstrate your commitment to workplace safety for insurance audits or management reviews.

With all evaluation data centralized in Paperform, you can quickly pull reports showing when operators need re-evaluation (OSHA requires every three years or when incidents occur), track training program effectiveness, and maintain organized records that make annual safety audits stress-free.

Trusted by Safety-First Organizations

Join over 500,000 teams worldwide who trust Paperform for their critical business processes. With SOC 2 Type II compliance and GDPR adherence, your sensitive operator evaluation data stays secure. Role-based permissions ensure only authorized personnel can access evaluation records, while audit logs track every form submission for complete accountability.

Get Started in Minutes

Choose from 30,000+ professional form templates and customize this OSHA evaluation form to match your facility's specific equipment, hazards, and branding. No coding required—just update questions, add your logo, and start conducting compliant evaluations immediately. Your path to simplified compliance starts here.