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Forklift Operators

Every evaluation filed before you leave the site.

Every operator's training, evaluations and refreshers on one record, the three-year evaluation due before it lapses, and a certification you can print the day an inspector asks for it.

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Free for ten operators, no card. See a sample operator training and evaluation certification

Free tool: next due date

Enter the date and the next one appears here.

From 29 CFR 1910.178(l)(4)(iii) evaluation every three years (osha.gov), checked Wed, October 28, 2026.

The rules, with where each one came from.

Each date this app counts and each check it runs on a save is listed here with its source and the day we last read it. Where a rule lives in a paid standard, we cite it and keep the same facts in our own layout; we never copy the standard's text or forms.

14

sourced rules in this trade, each read on or after Oct 28, 2026.

Dates it counts

  1. Operator evaluation: 3 years from the last evaluation, or by the refresher due by if that comes first.From 29 CFR 1910.178(l)(4)(iii) evaluation every three years (osha.gov), checked Oct 28, 2026.
    Rule

What it checks when you save

  1. The employer certifies each operator's training and evaluation. The certification names the operator, the training date, the evaluation date, and who trained or evaluated.From 29 CFR 1910.178(l)(6) certification (osha.gov), checked Oct 28, 2026.
    For reference
  2. No employee operates a truck, except while training, until they have completed the training and evaluation.From 29 CFR 1910.178(l)(1)(ii) safe operation (osha.gov), checked Oct 28, 2026.
    For reference
  3. A trainee operates only under the direct supervision of someone able to train and evaluate operators, and only where it endangers no one.From 29 CFR 1910.178(l)(2)(i) trainees (osha.gov), checked Oct 28, 2026.
    For reference
  4. Training and evaluation are done by people with the knowledge, training and experience to train operators and judge their competence.From 29 CFR 1910.178(l)(2)(iii) who trains (osha.gov), checked Oct 28, 2026.
    For reference
  5. Training combines formal instruction, practical training, and an evaluation of the operator in the workplace. Record the formal instruction given.From 29 CFR 1910.178(l)(2)(ii) training methods (osha.gov), checked Oct 28, 2026.
    Warns on save
  6. Initial training covers the listed truck and workplace topics and the requirements of 1910.178, except topics the employer can show do not apply in its workplace.From 29 CFR 1910.178(l)(3) training program content (osha.gov), checked Oct 28, 2026.
    For reference
  7. A topic the operator was already trained in, appropriate to this truck and workplace, need not be repeated once the operator has been evaluated and found competent.From 29 CFR 1910.178(l)(5) duplicative training (osha.gov), checked Oct 28, 2026.
    For reference
  8. Refresher training is owed when the operator is seen operating unsafely, has an accident or near miss, gets an evaluation showing unsafe operation, is assigned a different type of truck, or a workplace condition changes in a way that could affect safe operation.From 29 CFR 1910.178(l)(4)(ii) refresher triggers (osha.gov), checked Oct 28, 2026.
    For reference
  9. Refresher training includes an evaluation of whether it worked. A refresher is closed only with the date of that evaluation.From 29 CFR 1910.178(l)(4)(i) refresher training (osha.gov), checked Oct 28, 2026.
    Stops the save
  10. An operator assigned a different type of truck needs refresher training on it. Name the new truck type.From 29 CFR 1910.178(l)(4)(ii)(D) different type of truck (osha.gov), checked Oct 28, 2026.
    Warns on save
  11. A truck is not placed in service when its examination shows any condition that affects its safety.From 29 CFR 1910.178(q)(7) examination before use (osha.gov), checked Oct 28, 2026.
    Stops the save
  12. Defects found are reported and corrected at once. Write down what was found.From 29 CFR 1910.178(q)(7) examination before use (osha.gov), checked Oct 28, 2026.
    Stops the save
  13. Each truck is examined before it is placed in service, at least daily. A truck used round the clock is examined after each shift.From 29 CFR 1910.178(q)(7) examination before use (osha.gov), checked Oct 28, 2026.
    For reference

Asked, and answered from the rule.

How often must a forklift operator be evaluated?

  1. Operator evaluation: 3 years from the last evaluation, or by the refresher due by if that comes first.From 29 CFR 1910.178(l)(4)(iii) evaluation every three years (osha.gov), checked Oct 28, 2026.

What must a forklift operator certification include?

  1. The employer certifies each operator's training and evaluation. The certification names the operator, the training date, the evaluation date, and who trained or evaluated.From 29 CFR 1910.178(l)(6) certification (osha.gov), checked Oct 28, 2026.

When does a forklift operator need refresher training?

  1. Refresher training is owed when the operator is seen operating unsafely, has an accident or near miss, gets an evaluation showing unsafe operation, is assigned a different type of truck, or a workplace condition changes in a way that could affect safe operation.From 29 CFR 1910.178(l)(4)(ii) refresher triggers (osha.gov), checked Oct 28, 2026.

How often must a forklift be examined before use?

  1. Each truck is examined before it is placed in service, at least daily. A truck used round the clock is examined after each shift.From 29 CFR 1910.178(q)(7) examination before use (osha.gov), checked Oct 28, 2026.

What it keeps for you.

Operator

Operator name, Employee ID, Status, Truck types authorized, Authorized since, and more.

Training record

Training date, Training, Trainer, Truck type trained on, Formal instruction, and more.

Evaluation

Evaluation date, Evaluator, Evaluation, Truck type evaluated on, Result, and more.

Refresher trigger

Date of the trigger, Trigger, Status, New truck type, Refresher training date, and more.

Truck

Unit ID, Truck type, Make and model, Serial number, Rated capacity, and more.

Truck examination

Examined on, Shift, Examined by, Found a condition that affects safe operation, Placed in service, and more.

What your client receives.

The operator training and evaluation certification, as the app issues it the moment the evaluation is saved: signed, dated and frozen, with what is next due. This one is filled with invented records so you can read it before you sign up.

Building owners read every report filed to them in one binder, free.

Sample Inspection Co. (fictional) · Forklift Operators

Operator training and evaluation certification

Avery Lund

Employer

Name
Northgate Fabrication
Email
avery@example.com
Phone
555-0110
Address
120 Foundry Rd, Springfield

Operator

Operator name
Avery Lund
Employee ID
Employee ID 1
Status
Authorized
Truck types authorized
Sit-down counterbalanced, electric

and 2 more fields

Training record

Training dateTrainingTrainerTruck type trained onFormal instructionPractical training: trainer demonstrations and trainee exercises
Sep 11, 2026InitialAvery LundSit-down counterbalanced, electricLectureYes
Aug 6, 2026InitialCasey BrandtOrder pickerLectureYes
May 28, 2026Added truck typeSam OkaforStand-up counterbalancedLectureNo
Feb 11, 2026RefresherCasey BrandtOrder pickerLectureNo
Aug 24, 2026InitialQuinn HalvorsenRough terrain forkliftLectureYes
May 10, 2026Added truck typeAvery LundSit-down counterbalanced, electricLectureNo

and 1 more on the full report

Evaluation

Evaluation dateEvaluatorEvaluationTruck type evaluated onResultWhere evaluated
Sep 1, 2026Evaluator 1InitialSit-down counterbalanced, electricCompetentWhere evaluated 1
Apr 2, 2026Evaluator 13InitialOrder pickerCompetentWhere evaluated 13
Jun 11, 2026Evaluator 3After refresher trainingStand-up counterbalancedCompetentWhere evaluated 3
Mar 21, 2026Evaluator 5InitialOrder pickerCompetentWhere evaluated 5
Dec 29, 2025Evaluator 7After refresher trainingRough terrain forkliftCompetentWhere evaluated 7
Oct 8, 2025Evaluator 9InitialSit-down counterbalanced, electricCompetentWhere evaluated 9

and 2 more on the full report

Refresher trigger

Date of the triggerTriggerStatusNew truck typeRefresher training dateRefresher trainer
Sep 11, 2026Observed operating unsafelyOpenSit-down counterbalanced, electricSep 11, 2026Avery Lund
May 28, 2026Evaluation showed unsafe operationOpenStand-up counterbalancedMay 28, 2026Sam Okafor

Next due

Operator evaluationApr 19, 2027Set by rule

Signature

Not signed in the app; signed on paper if at all.

A recordkeeping aid. It does not certify compliance and is not legal advice.

Every name, date and number on this sample is invented.

What Forklift Operators costs.

Free

$0
  • 10 operators
  • 1 person

Solo

$9 a monthFounders price; list $19
  • 150 operators
  • 2 people

Crew

$24 a monthFounders price; list $49
  • 1,000 operators
  • 10 people

Company

$49 a monthFounders price; list $99
  • 5,000 operators
  • 25 people

All-Access

$74 a monthFounders price; list $149
  • 5,000 operators
  • 25 people
  • The same limits in every trade
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