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Complete Forklift Study Guide

Master all 6 sections of forklift certification

Section 1: Forklift Components

Key Components:

  • Overhead Guard: Protects operator from falling objects
  • Load Backrest: Prevents loads from sliding back toward operator
  • Counterweight: Balances load weight to prevent tipping
  • Mast: Vertical assembly providing lift
  • Carriage: Holds and positions forks
  • Capacity Plate: Shows max load weight and load center

Section 2: Pre-Operation Inspection

Required: At start of each shift

  • Check tires for damage and proper inflation
  • Verify overhead guard integrity
  • Test horn and lights
  • Inspect forks for cracks or bends
  • Check for fluid leaks
  • Test brakes at low speed
  • Verify seatbelt functions properly
  • Critical: Tag out of service if defects found

Section 3: Safe Operating Procedures

Essential Rules:

  • Keep forks 4-6 inches off ground when traveling
  • Tilt mast back slightly for stability
  • Drive forward UP ramps, backward DOWN ramps (with load)
  • Slow down for turns, watch rear swing
  • Sound horn at intersections and blind spots
  • Always wear seatbelt
  • If tipping: Stay seated, brace, lean away from fall
  • Before leaving: Lower forks, turn off, set brake, remove key

Section 4: Load Handling

Stability Triangle: Area within two front wheels and rear axle pivot

Load Center: Distance from fork face to load's center of gravity (standard: 24")

  • Never exceed rated capacity on data plate
  • Insert forks as far as possible (2/3 load length)
  • As load center increases, capacity decreases
  • Check load is stable before lifting
  • Lower load completely before withdrawing forks

Section 5: Hazards & Emergencies

  • Pedestrians: Yield right-of-way, slow down, sound horn
  • Dock edges: Use extreme caution, verify dock plates secure
  • Spills: Stop, report, wait for cleanup
  • Brake failure: Warn others, use parking brake to stop
  • Never: Drive under raised loads, allow passengers, exceed capacity

Section 6: OSHA Regulations

OSHA Standard 1910.178

  • All operators must be trained and certified
  • Training required: Classroom + practical hands-on
  • Evaluation required every 3 years minimum
  • Retraining after accidents or unsafe operation
  • Training specific to each forklift type
  • Employers must maintain written training records
  • Unsafe forklifts must be removed from service

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