Powered Industrial Trucks (PITs) are more commonly referred to as Forklifts. Forklifts are invaluable tools in the workplace because of their ability to lift and move heavy objects. This also means they have the potential to do serious damage.
There are thousands of forklift-related accidents every year.
Because these machines have a high potential to cause serious damage the rules regarding safe operation of Forklifts are spelled out in the OSHA standard 29 CFR 1910.178.
NEVER OPERATE A FORKLIFT UNLESS YOU ARE TRAINED AND AUTHORIZED TO DO SO! YOU MUST BE TRAINED AND AUTHORIZED TO OPERATE EVERY MACHINE YOU USE.
Because forklifts steer from the rear, they:
A. Can't turn as tight a circle as a car
B. Are much easier to steer than a car
C. Can turn a much tighter circle than a car
D. Don't have power steering
Forklifts are not known for their maneuverability. Don't expect them to stop or swerve as easily as a car.
Forklifts can also weigh two or three times more than a car. The reason is that forklifts carry heavy loads in the front so, to balance the load, they typically have a counterweight over the rear tires to prevent them from tipping forward.
Keeping a forklift balanced
Every forklift operator needs to constantly think about keeping their unit from tipping. A forklift works on essentially the same principle as a teeter-totter-- the weight of the load on the forks must be counterbalanced by the weight of the forklift body and counterweight.
The primary source for determining the load your forklift can handle is the forklift's nameplate (also known as the data plate, capacity plate, ID plate). The nameplate will state the capacity of the forklift, which is the manufacturer's guideline for how much weight the forklift can safely lift.
Capacity data is calculated using a load with a specific load center (commonly 24 inches).
Unless every load you lift has a load center that matches your truck's rating, the actual capacity will be reduced.
Capacity data is calculated under ideal conditions. If a load is uneven, unbalanced, or off-center on the forks, capacity may also be reduced.
Attachments typically reduce capacity.
Extra precaution should always be taken when lifting and handling oversized or irregularly shaped loads.
Center of Gravity
The center of gravity is the point within an object where all the weight is concentrated. It's in the center of a symmetrical load, but off-center in an irregular load.
Stability Triangle
The forklift will be stable as long as the combined center of gravity stays within what is known as the stability triangle. The stability triangle is formed by the three-point suspension system that runs along an imaginary line between the two front tires and the center of the rear axle. Even when the vehicle has four wheels, it is only supported at these three points.
Line of Action
If you were to imagine a line running straight up and down through the combined center of gravity.; to remain stable, the bottom of this "line of action" has to be inside the stability triangle.
Many factors can impact whether or not the combined center of gravity remains in the stability triangle, including,
Load size
Load position
Weight distribution
Moving
Braking
Cornering
Lifting
Tilting
No matter how busy you are, you are required to inspect your vehicle for defects and safety hazards at least daily before placing it in service. It is in the best interest of both the operator and others in the space to ensure these pre-use inspections take place. Although Facilities Management has a growing culture of safety, SUU is not exempt from injuries, and injuries have occurred on campus because proper per-use inspections did not take place. Given the heavy loads a forklift carries, even a seemingly small defect could lead to a serious incident.
Using a checklist helps ensure that you don't miss any critical steps and gives you peace of mind that your unit is ready to operate. Below is an example of a two-part checklist:
Pre-operation or walk-around inspection
o Tires: examine tread and walls to see that they’re in good condition.
o Cables, belts and hoses: inspect for defects or signs of excessive wear, such as cracks, pinholes or leaks.
o Forks, backrest, mast and overhead guard: look for irregularities like cracks, dents or broken welds.
o Fluid levels: check for signs of leaks.
o Nameplate and warning labels: make sure these are readable.
Operational inspection
o Mounting: always face the unit and use three points of contact (typically both hands and one foot) as you enter or exit the vehicle.
o Seatbelt: check the condition and fasten it securely. If the unit has a seatbelt or lap bar, then the manufacturer has incorporated it into their guidelines for safe machine operation.
o Horn: check functionality
o Safety equipment: (for example, strobes or alarms) check functionality
o Ignition: always start a forklift from a seated or operator’s position
o Gauges, battery or fuel levels: check functionality
o Controls: make sure they are clearly labeled and functioning appropriately.
o Lights: check functionality
o Brake pedal: check functionality
o Parking brake: check functionality
o Steering: inspect for free play or stiffness that can compromise control.
o Floor under unit: move the unit and look for leaks that could indicate a problem with the hydraulics or create a slipping hazard.
o Exhaust: check for sparks, flames or unusual noises.
What's wrong with this picture?
Before Picking up a Load
To help prevent your forklift from tipping while picking up a load, take these safety precautions:
Wear any personal protective equipment (PPE).
Mount and dismount using three points of contact.
Fasten your seatbelt or use lap bar.
Be sure you know exactly what you'll be lifting. Is it within the capacity limits of the forklift? Will it be secure?
Use the load extension backrest whenever possible.
Plan your path of travel, ensure all obstacles including lights, pipes, or wires are out of the way or plan to avoid them.
Lifting a Load
Set the width of the forks as far apart as possible under the load to evenly distribute the weight.
Drop the forks and slowly position them under the load, driving forward until the load is resting against the backrest.
Only raise or lower the forks when the lift truck is stopped.
Help stabilize the load by tilting it back, so it stays tight against the backrest.
Traveling with a Load
When operating a forklift, always pay close attention to what's going on around you, especially when you're traveling. Some general rules for moving and maneuvering safely:
Load height: The lower the load, the more stable it is. Always travel with the forks and the load at the lowest safe height. That's usually about two to four inches off the ground, though you may have to raise them slightly to travel over bumps or seams.
Raising and lowering loads: Never raise or lower the load while you're in motion. Your combined center of gravity will become a moving target, and one you may not be able to control.
Cornering: Your forklift has rear steering, so its rear end will swing wide when cornering. The opposite is true when backing a forklift. Always make sure you have plenty of clearance.
Traveling speed: Safe speed for a forklift depends on what you're moving, available space, and other traffic. All should be considered and planned for before hauling loads or traveling with the machine.
Surface hazards: Watch for bumps, wet, oily, or icy surfaces along your route. Make plans to avoid these hazards where possible.
Ramps or Inclines: Ramps or inclines are hazardous and require special attention.
Docks and platforms: Keep a safe distance from the edge of ramps or dock platforms.
Railroad tracks: Approach the tracks at a 45-degree angle to avoid getting stuck or losing balance.
Protective frame: Never travel with any part of your body outside of the protective frame- a hand or foot could easily get pinched or crushed.
Pedestrians: Pedestrians always have the right-of-way.
Be on constant alert for pedestrians.
Use the convex mirrors if your workplace has them.
Sound the horn and proceed with care at intersections.
Never approach someone head-on who's standing in front of a bench, wall or other fixed object. Your forklift could lurch forward and pin or crush them. Instead, approach parallel to the person and the fixed object.
Don't let anyone walk under your raised forks (even if you're not carrying a load).
Never give anyone a ride on your forklift.
Even without a load, visibility is somewhat restricted by the forklift apparatus. Once you add a load, your line of sight can be severely impaired.
If you can, split stacked or large loads to move them.
If you can't split the load and it blocks your view, travel in reverse and use a spotter if necessary.
Spotters must be able to quickly notify you of hazards. You and the spotter must be on the same page when it comes to hand signals.
What's wrong with this picture?
This employee's behavior is natural. Although minimal, the consequences could be severe.
The employee's hand is outside the protective cage. Always keep all parts of your body within the protective frame.
If you drive on a ramp with a load, keep the load on the uphill side.
If you drive on a ramp without a load, the forks should always point down grade, regardless of direction of travel.
Never turn on a ramp.
Avoid surfaces or angles that will cause the forklift to tilt.
Travel at a safe speed.
Placing a Load
Common sense should rule when placing a load. Your goal is to ensure that your load is safe and stable.
Before placing a load:
Make sure the surface where the lad is to be placed is flat and sturdy, so the load won't tilt.
If the load is going in a rack or storage loft, be sure the load will be safely supported.
Check the rack frame and decking. If it's damaged, wait until it's been repaired before placing the load.
Before stacking, see that the bottom pallets are in good condition and able to support the additional weight.
Never place heavy loads on top of light loads.
To place a load:
Stop in front of your destination.
Look for overhead obstructions and, if there aren't any, slowly raise the load to the height required.
Stay on the forklift and at the controls whenever you raise a load.
Position the load and drive slowly forward.
Lower the load. Place it square and straight.
Once the load settles, look for pedestrians or obstacles in your path, then back up slowly.
Don't turn the forklift or change the fork height until you're sure the forks are clear of the pallet.
Lower the forks before you turn or drive away.
If you'll be more than 25 feet away, or the forklift will be out of your line of sight
Lower the forks
Set the controls to neutral
Set the parking brake
Turn the unit off
Never leave the keys in the machine
When parking a forklift, be a safe and courteous co-worker. Bever park in fron of walkways, stairways, or fire exits and lower the forks to the ground so they don't become a tripping hazard. If you're parked on an incline, chock the wheels.
When leaving the forklift:
If you'll be staying within 25 feet of the forklift
Lower the forks
Set the controls to neutral
Set the parking brake
In addition to this awareness training 29 CFR 1910.178 Powered Industrial Trucks requires a practical training and evaluation. This "evaluation of each powered industrial truck operator's performance shall be conducted at least once every three (3) years" or refresher training in relevant topics shall be provided when:
a) The operator has been observed to operate the vehicle in an unsafe manner;
b) The operator has been involved in an accident or near-miss incident;
c) The operator has received an evaluation that reveals that the operator is not operating the truck safely;
d) The operator is assigned to drive a different type of truck; or
e) A condition in the workplace changes in a manner that could affect safe operation of the truck.