Forklift Pre-Use Check Sheet
Give the operator a fixed order to walk the truck in, and give the supervisor a signed page that says what was checked and what was found before the first lift.
WL-09 1 page
Warehouse and logistics · WL-08
Forklift Operator Authorisation Record
A free printable forklift authorisation sheet — each operator against each truck type, training evidence, site familiarisation, who authorised and withdrawal.
Download Free · no sign-up
One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
What this sheet is for
Say, for any driver on any truck, on what basis they are allowed to be on it — and show the date that authorisation was given, renewed or taken away.
Who it is for
Warehouse managers, site supervisors and anyone who signs an operator on to a forklift, reach truck, pallet truck or other lift truck at a site.
How to use it
- Fill in the site and who keeps the record at the top.
- Add one row per operator per truck type, with the training evidence and its reference.
- Record the date they were familiarised with this site's trucks and layout, separately from the training date.
- The authorising person signs and dates the From column; write the refresher date your scheme gives.
- When authorisation ends, write the date and the reason in the last column rather than crossing the row out.
What is on the sheet
One page, top to bottom:
Printed under the title: Who on this site is authorised to drive which trucks, on the strength of what training evidence, from when, by whom — and when that authorisation was withdrawn or renewed. One row per operator per truck type.
Your scheme's terms, your site's signature. This sheet states no training requirement and no refresher interval. What evidence counts, which truck types need separate authorisation and when a refresher falls due are decided by your own training provider, your insurer and the rules where you are — the dates in the last columns are theirs, written in by you.
Write-on lines: Site · Record kept by · Sheet opened · Sheet closed
Authorisations — one row per operator per truck type or attachment
Table, 12 rows: Operator · Truck type · Evidence / ref · Trained · Familiarised · Authorised by · From · Refresher · Withdrawn
Questions
Why does the sheet not say what training is required?
Because that is set by your training provider, your insurer and the rules where you are, and it differs by truck type and by country. The sheet records the evidence you accepted and the dates your scheme gave; it does not decide whether they were enough.
What is the difference between Trained and Familiarised?
Trained is the date on the certificate or course. Familiarised is the date the operator was shown this site's trucks, aisles and rules. They are often weeks apart, and an authorisation usually waits for the second.
Related sheets
Plant and Forklift Pre-Use Inspection
Keep a week of daily walk-around checks on a single sheet that lives with the machine, so the record is made where the machine is rather than in an office.
WT-11 2 pages
Training Matrix
See at a glance who has been trained in what and which squares are blank, across a whole team on a single page.
SR-11 1 page
Lifting Equipment Inspection Register
Keep track of what lifting gear you hold, what each item is marked at, and when each was last examined.
SI-09 1 page
