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Course Manager's Guide to Lift Truck Demonstrations, Practice Exercises and Testing

Introduction

The Forklift Operation and Safety computer based training course is designed to make the training of industrial truck operators more effective and efficient, regardless of the number of people you must train. While the computer based portion of the course will provide trainees with safe lift truck operation knowledge, they must also have an opportunity to gain hands on experience operating the lift trucks used in your organization. The purpose of this guide is to integrate those hands on experiences with the computer based training portion of the course. For specific information concerning the certification of lift truck operators see OSHA's internet page entitled Powered Industrial Truck Operator Training; Final Rule. Or, Industrial Truck Operator Training for General Industry.

Demonstration and Practice Session 1

Prerequisites

1. Trainees should complete the Introduction and Know Your Lift Truck sections of the computer based training course.

2. Arrange for the various types of lift trucks used in your organization to be assembled in a safe practice area away from daily operations.

What You Should Demonstrate

1. Show trainees the various lift trucks used in your organization. Identify whether they are gasoline, diesel, LP or electrically powered.

2. With each lift truck, show the location and function of all gauges, levers, pedals, switches and safety features.

3. Demonstrate starting the lift truck(s).

4. Demonstrate lifting the forks.

5. Demonstrate tilting the forks.

6. Demonstrate adjusting the width of the forks.

What Trainees Should Practice and Be Able to Do

1. Have trainees identify and name the different types of lift trucks used in your organization.

2. Have trainees identify and explain the function of all gauges, levers, pedals, switches and safety features

3. Have trainees practice starting the lift truck(s).

4. Have trainees practice lifting the forks.

5. Have trainees practice tilting the forks.

6. Have trainees practice adjusting the width of the forks.

Summary

1. Summarize the session and emphasize the importance of safety.

2. Answer any questions trainees may have.

3. Distribute any printed literature you may feel is necessary to customize the course for your organization.


Demonstration and Practice Session 2

Prerequisites

1. Trainees should complete the Lift Truck Physics section of the computer based training course.

2. Arrange for the various types of lift trucks used in your organization to be assembled in a safe practice area away from daily operations.

3. Arrange for a practice driving area that will allow for the following maneuvers. Note: you can use pallets to create the following practice courses for your trainees.

What You Should Demonstrate

1. Show trainees rear wheel steering.

2. Demonstrate driving a lift truck in a straight line, in both a forward and backward direction.

3. Demonstrate driving a lift truck in a circle, in both a forward and backward direction.

4. Demonstrate driving a lift truck in a cross, making clean turns, in both a forward and backward direction.

5. Demonstrate driving a lift truck in tight spots, making smooth turns, in both a forward and backward direction.

6. Demonstrate attempting to lift a load greater than the rated lifting capacity of the truck. Show how the rear steering wheels will lift from the floor making steering impossible. Emphasize that the front wheels are the fulcrum point for carrying loads.

What Trainees Should Practice and Be Able to Do

1. Drive a lift truck in a straight line, in both a forward and backward direction.

2. Drive a lift truck in a circle, in both a forward and backward direction.

3. Drive a lift truck in a cross, making clean turns, in both a forward and backward direction.

4. Drive a lift truck in tight spots, making smooth turns, in both a forward and backward direction.

Summary

1. Summarize the session and emphasize the importance of safety.

2. Answer any questions trainees may have.

3. Allow adequate time for trainees to practice in the practice area.


Demonstration and Practice Session 3

Prerequisites

1. Trainees should complete the Lift Truck Operation section of the computer based training course.

2. Arrange for the various types of lift trucks used in your organization to be assembled in a safe practice area away from daily operations.

3. Arrange for actual loads to be present in the practice area.

4. The practice driving area should be set up to allow for the following maneuvers.

What You Should Demonstrate

1. Demonstrate driving up and down an incline without a load.

2. Demonstrate picking up a load.

3. Demonstrate driving up and down an incline with a load.

4. Demonstrate picking up a load from a stack of boxes (3 high) and moving each to a new area. (Use simulated loading dock set up).

5. Demonstrate parking and shutting down a lift truck.

What Trainees Should Practice and Be Able to Do

1. Drive up and down an incline without a load.

2. Pick up a load.

3. Driving up and down an incline with a load.

4. Pick up a load from a stack of boxes (3 high) and move each to a new area in a simulated loading dock set up.

5. Park and shut down a lift truck.

Summary

1. Summarize the session and emphasize the importance of safety.

2. Answer any questions trainees may have.

3. Allow adequate time for trainees to practice in the practice area.


Demonstration and Practice Session 4

Prerequisites

1. Trainees should complete the Lift Truck Safety section of the computer based training course.

2. Arrange for the various types of lift trucks used in your organization to be assembled in a safe practice area away from daily operations.

3. Arrange for actual loads to be present in the practice area.

4. The practice driving area should be set up to allow for the following maneuvers.

What You Should Demonstrate

1. Demonstrate picking up a load and placing it in a simulated trailer.

2. Demonstrate picking up a load and placing it in a simulated box car.

What Trainees Should Practice and Be Able to Do

1. Pick up a load and place it in a simulated trailer.

2. Pick up a load and place it in a simulated box car.

Summary

1. Summarize the session and emphasize the importance of safety.

2. Answer any questions trainees may have.

3. Allow adequate time for trainees to practice in the practice area.


Demonstration and Practice Session 5

Prerequisites

1. Trainees should complete the Maintenance section of the computer based training course.

2. Arrange for the various types of lift trucks used in your organization to be assembled in a safe practice area away from daily operations.

3. If possible, arrange for trainees to drive in actual work areas.

What You Should Demonstrate

1. Demonstrate how to conduct a daily inspection.

2. Demonstrate how to complete the Daily Operator's Report.

3. Supervise trainees as they drive in the work area.

4. Supervise trainees as they lift a load and stack it in a predetermined area.

What Students Should Practice and Be Able to Do

1. Conduct a daily inspection.

2. Complete the Daily Operator's Report.

3. Drive in the work area.

4. Lift a load and stack it in a predetermined area.

Summary

1. Summarize the session and emphasize the importance of safety.

2. Answer any questions trainees may have.

3. Allow adequate time for trainees to practice in the practice area


Demonstration and Practice Session 6

Prerequisites

1. Trainees should complete the Refueling and Recharging section of the computer based training course.

2. Arrange for the various types of lift trucks used in your organization to be assembled in the area where they are refueled or recharged.

What You Should Demonstrate

1. Demonstrate each step required to refuel or recharge the lift trucks used in your organization. Emphasize precautions that must be followed for safe refueling and recharging.

What Trainees Should Practice and Be Able to Do

1. Complete each step required to refuel or recharge the lift trucks used in your organization.

Summary

1. Summarize the session and emphasize the importance of safety.

2. Answer any questions trainees may have.

3. Allow adequate time for trainees to practice in the practice area.


Course Test

Lift Truck Knowledge

Have students complete the computer based training Course Test.

Lift Truck Skills

Students may be tested individually or as a group. In the practice area, each student must complete the following exercises.

1. Tight Spot (exercise #4)

2. Moving and stacking loads - Simulated loading dock. (exercise #6)

3. Simulated trailer (exercise #7)

4. Simulated box car (exercise #8)

The following score sheet may be used to assess student performance on each exercise.

Use the form below to determine the overall performance for each trainee.
 

Sample Lift Truck Operator's Permit.
 

Sample Lift Truck Operator's Certificate of Achievement.

© 1997 Instructional Designs, Inc.