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1 Training Sign-In Sheet Client: Kintetsu World Express (KWE) Location: Class/Regulatory Reference: Forklift Safety, 29 CFR Date: 10/14/2015 Certificates Yes / No Facilitator: Du-All Safety Wallet Cards Yes / No (Check the box for the class you attended) Contact Hours*: _2.4 (English) Start Time (ET): 1:00 PM Finish Time: 03:00 PM Total: 2 hr (Spanish) Start Time (ET): 00:00 PM Finish Time: 00:00 PM Total: 0 hr Signature of Participant Print Name Very Clearly *Contact Hours: 50 minutes equals one contact hour. Therefore a 1 hour class equals 1.2 contact hours Fax class completed sign-in sheet to Du-All Safety at: (510) or to safety@du-all.com

2 Powered Industrial Truck Operator Training - Initial Objectives In this course, we will discuss the following: Operator training and evaluation Minimum OSHA general requirements for powered industrial trucks (PITS) Safe operation of equipment Presented by: Jose M Mora, Du-All Safety Date: 2014 Hazard identification Abatement methods and procedures Operator Training Employer shall ensure each powered industrial truck operator is competent to operate a powered industrial truck safely As demonstrated by successful completion of training and evaluation. Operator Training Trainees may only operate the truck: Under direct supervision of trainer Where such operation does not endanger the trainee or other employees Operator Training Operator Training (l)(3) Training program must consist of a combination of: Formal instruction, for example» Lecture» Discussion» Interactive computer learning» Video, written material Practical training exercises Evaluation Training program content initial training Truck-related topics Workplace-related topics Regulatory requirements Operator training and evaluation Shall be conducted by a person who have the knowledge, training, and experience 1

3 Operator Training Truck-related topics Differences from automobile Operating instructions, warnings and precautions Controls o and instrumentation Engine or motor operation Steering and maneuvering Visibility Operator Training Fork and attachment adaptation, operation, use Vehicle capacity and stability Vehicle inspection and maintenance that the operator will be required to perform Refueling/charging/recharging batteries Operating limitations Other instructions, etc. Operator Training Workplace-related topics Surface conditions Composition and stability of loads Load manipulation, stacking, unstacking Pedestrian traffic Operator Training Operating in hazardous (classified) locations Operating on ramps and sloped surfaces Potentially hazardous environmental conditions Operating in closed environments or other areas where poor ventilation or maintenance could cause carbon monoxide or diesel exhaust buildup Narrow aisles and restricted areas Operator Training Refresher training and evaluation Operator observed operating vehicle in unsafe manner Involved in accident or near-miss incident Evaluation reveals not operating truck safely Assigned to different type of truck Conditions in workplace change Operator Training Employer must certify that each operator has been trained and evaluated Certification must include: Name of operator Date of training Date of evaluation Identity of trainer 2

4 This standard covers safety requirements relating to fire protection, design, maintenance, and use of: Fork trucks Tractors Platform lift trucks Motorized hand trucks Other specialized industrial trucks.powered by electric motors or internal combustion engines. Both Cal-OSHA and Fed-OSHA have regulations regarding the operations of industrial trucks. Cal OSHA Title 8- General Safety Orders, Sections (Effective July 15, 2000).»3650 Industrial Trucks. General.»3664 Operating Rules.»3668 Powered Industrial Truck Operator Training. Fed OSHA Title 29- Code of Federal Regulations, Section (Final)» Powered Industrial Truck Operator Training. Safe Operating Rules Class I - Electric Motor Rider Trucks Class I - Electric Motor Rider Trucks Counterbalanced rider type, stand up. Three wheel electric trucks, sit-down. Counterbalanced rider type, cushion tires, sitdown (high and low platform). Counterbalanced rider, pneumatic tire, sit-down (high and low platform. Risk - tip over Class II - Electric Motor Narrow Aisle Trucks 3

5 Class II - Electric Motor Narrow Aisle Trucks High lift straddle Order picker Reach type outrigger Side loaders, turret trucks, swing mast and convertible turret/stock pickers Low lift pallet and platform (rider) Designed to operate in narrow passageways; have a narrow track that prevents their safe operation on rough surfaces. Risk tip over, fall, and crush hazards Class III - Electric Motor Hand Trucks or Hand/Rider Trucks Class III - Electric Motor Hand or Hand/Rider Trucks Low lift platform Low lift walkie pallet Reach type outrigger High lift straddle High lift counterbalanced Low lift walkie/rider pallet Risk Accidental damage to property, crush/struck by injuries, load stability Class IV - Internal Combustion Engine Trucks (Solid/Cushion Tires) Class IV - Internal Combustion Engine Trucks - Cushion (Solid) Tires Counterbalanced Sit-down Cushion (solid) tire Risk - tip over Class V - Internal Combustion Engine Trucks (Pneumatic Tires) 4

6 Class V - Internal Combustion Engine Trucks (Pneumatic Tires) Counterbalanced Sit-down Pneumatic tire Risk - tip over Class VI - Electric and Internal Combustion Engine Tractors Class VI - Electric & Internal Combustion Engine Tractors Class VII - Rough Terrain Forklift Trucks Sit-down rider Rough Terrain Straight Mast Forklifts Rough Terrain Extended-Reach Forklifts 5

7 Common Misconceptions 1. Forklifts can t go very fast and therefore are not very dangerous. True or False? 2. Driving a forklift is basically no different from driving a car. True or False? 3. All forklifts are basically the same. True or False? Common Causes of Forklift Accidents Federal OSHA research has identified the most common causes of forklift accidents. Vehicle Tip-Over Person Struck by Truck Person Struck by Falling Load Elevated Employee on the Truck Running off a Loading Dock or Other Surfaces Improper Maintenance Lost Control of Truck Material Struck by Truck Review FACE Reports Does not apply to: Compressed air or nonflammable compressed gas-operated industrial trucks Farm vehicles Vehicles intended primarily for earth moving or over-the-road hauling. All new PITs acquired and used by an employer shall meet the design requirements of: American National Standard for Powered Industrial Trucks, Part II, ANSI B , which is incorporated by reference as specified in Approved trucks shall bear a label or some other identifying mark indicating approval by the testing laboratory. OSHA letter of interpretation dated 03/07/2000 Modifications and additions which affect capacity and safe operation must have prior written approval from manufacturer. Truck equipped with front-end attachments other than factory installed: Marked to identify the attachments Show approximate weight of truck and attachment 6

8 All nameplates and markings must be in place and maintained in a legible condition. The term, approved truck or approved industrial truck means: A truck that is listed or approved for fire safety purposes for the intended use by a national recognized testing laboratory. See PIT Hazard Classification and Acceptable PIT Designations Chart Designations The atmosphere or location shall have been classified as to whether it is hazardous or nonhazardous prior to the consideration of industrial trucks being used. D, DS, DY Diesel E, ES, EE, EX Electric G, GS Gasoline LP, LPS Liquefied petroleum gas Designated Locations Refer to Table N-1 in for the use of industrial trucks in various locations. Power-operated industrial trucks shall not be used in atmospheres containing hazardous concentrations: Gases or vapors Converted Industrial Trucks Industrial trucks approved for the use of gasoline may be converted to liquefied petroleum gas and it may be used in those locations where G, GS or LP, and LPS designated trucks have been specified. Dusts Fuel Handling and Storage Storage and handling of liquid fuels must be in accordance with NFPA Flammable and Combustible Liquids Code [NFPA No ]. Incorporated by reference as specified in The standards of agencies of the U.S. Government, and organizations which are not agencies of the U.S. Government which are incorporated by reference in this part, have the same force and effect as other standards in this part. Only the mandatory provisions (i.e., provisions containing the word "shall" or other mandatory language) of standards incorporated by reference are adopted as standards under the Occupational Safety and Health Act Fuel Handling and Storage Storage and handling of liquefied petroleum gas fuel must be in accordance with NFPA Storage and Handling of Liquefied Petroleum Gases [NFPA No ]. Incorporated by reference as specified in

9 Changing/Charging Storage Battery charging installations must be located in areas designated for that purpose. Changing/Charging Storage Facilities must be provided for flushing and neutralizing spilled electrolyte. Facilities must be provided for protecting charging apparatus from damage by trucks. Changing/Charging Storage Conveyor, overhead hoist, or equivalent material handling equipment must be provided for handling batteries. Reinstalled batteries shall be properly secured. Changing/Charging Storage Trucks must be properly positioned and brake applied before attempting to change or charge batteries. Changing/Charging Storage When charging batteries, vent caps must be checked for proper functioning. The battery cover must be opened to dissipate heat. Changing/Charging Storage Facilities must be provided for adequate ventilation for dispersal of fumes from gassing batteries. 8

10 Changing/Charging Storage Smoking must be prohibited in the charging area. Changing/Charging Storage Tools and other metallic objects must be kept away from the top of uncovered batteries. Precautions must be taken to prevent open flames, sparks or electric arcs in charging area. Lighting for Operating Areas Where general lighting is less than 2 lumens per square foot, auxiliary directional lighting shall be provided on the truck. Noxious Gases and Fumes Concentration levels of carbon monoxide gas created by powered industrial truck operations must not exceed the levels specified in Air contaminants/carbon monoxide CO Symptoms of Carbon Monoxide Poisoning» Low levels poisoning can be confused with flu symptoms, food poisoning or other illnesses and carry a long-term health risk if left unattended. Some of the symptoms are:» Shortness of breath, mild nausea, mild headaches» Moderate levels of CO exposure can cause death if the following symptoms persist for a long measure of time.» Headaches, dizziness, nausea, light-headedness» High levels of CO can be fatal causing death within minutes. Forklift Types & Fundamentals Vehicles vs Industrial Trucks Rear wheel steering- causes the rear end of the industrial truck to swing. Forklifts can weigh as much as 5 x more than a vehicle. Additional weight can cause slowed braking response and handling. Some have features like vehicles others use completely different controls. 9

11 Makes and Models Controls and operation may vary from one manufacturer to the next. Individuals should be trained on the equipment they will be using. Familiarity with your equipment is critical to safe operation. Review operator manual before use. Different Types of Forklifts = Different Hazards Equipment Major Parts Other: Attachments Nameplate Danger, Warning and Caution Decals Controls Instruments Battery Tires Safety & Warning Devices Danger, Warning, & Caution Decals Safety labels should be clearly visible to the operator and must be replaced if missing, damaged, or illegible. Under one classification system, there are three types of warning labels or decals: DANGER means if the danger is not avoided, it will cause death or serious injury. WARNING means if the warning is not heeded, it can cause death or serious injury. CAUTION means if the precaution is not taken, it may cause minor or moderate injury. Controls Forward/Reverse Directional Controls The directional control allows the operator to move the forklift forwards or backwards. Hydraulic Lift Controls Forklifts have hydraulic lift controls to raise and lower the forks and to tilt the forks. Pedals Forklifts have accelerator and brake pedals that operate similarly to these pedals in other vehicles. Some forklifts also have a clutch, which allows shifting into higher forward gears. The inching pedal gives the operator more control of the forklift in tight places. Parking Brake Forklifts are equipped with a parking brake. Be sure to set the parking brake when leaving a forklift and block the wheels if the forklift is parked on an incline. Instrumentation Never operate a forklift if a warning light or gauge signals an unsafe condition. Instrument Panel Oil Pressure Gauge Temperature Gauge/Light Transmission Temperature Fuel Gauge Hour Meter Battery Discharge Indicator Parts Attachments Powered industrial trucks often use various attachments in place of traditional forks. These attachments increase the versatility of the truck, but can present important safety considerations, including stability, capacity, and visibility. Carton Clamp Data Plate for Attachment Slipsheet Clamp 10

12 Safety Guards High lift rider trucks must be fitted with an overhead guard. Overhead guard required unless operating conditions do not permit. An overhead guard is designed to protect the operator from falling objects. Check for broken welds, missing bolts, or damaged areas Safety Guards If the type of load presents a hazard, then the user must equip fork truck with a vertical backrest extension manufactured in accordance with the standard. Tires Common types of forklift tires include pneumatic, solid, and polyurethane. As part of the daily inspection of the forklift, check tire condition, including cuts and gouges, and check pressure for airfilled tires level. Warning & Safety Devices Powered industrial trucks may be equipped by the manufacturer with the following safety devices: Seat belts and similar restraints Horns Backup alarms that sound when forklift reverses Fire extinguisher Warning lights that flash Directional signals and brake lights Mirrors Requirements and Recommended Practices: Equip every power-propelled truck with an operator-controlled horn, whistle, gong, or other sound-producing device. ANSI B Truck Operations Trucks shall not be driven up to anyone standing in front of a bench or other fixed object. No person shall be allowed to stand or pass under the elevated portion of any truck, whether loaded or empty. Equip every truck with an operator-controlled horn, whistle, gong, or other sound-producing device. ANSI/ITSDF B Where appropriate to the worksite, equip trucks with additional sound-producing or visual (such as lights or blinkers) devices. ANSI/ITSDF B

13 Truck Operations Unauthorized personnel shall not be permitted to ride. A safe place to ride shall be provided where riding of trucks is authorized. The employer shall prohibit arms or legs from being placed between the uprights of the mast or outside the running lines of the truck. Review: Cal OSHA Reported Case Truck Operations When a powered industrial truck is left unattended: Load engaging means shall be fully lowered. Controls shall be neutralized. Power shall be shut off and brakes set. Wheels shall be blocked, if the truck is parked on an incline. Truck Operations Follow the previous requirements if the operator leaves the vehicle: Unattended, or Operator is 25 feet or more away from the vehicle, or Whenever it s not in his view Truck Operations When the operator of an industrial truck is dismounted and within 25 feet of the truck still in his view, the load engaging means shall be: Fully lowered Controls neutralized Brakes set to prevent movement Wheels blocked if truck parked on incline Truck Operations A safe distance shall be maintained from the edge of ramps or platforms while on any elevated dock, or platform or freight car. Truck Operations Brakes shall be set and wheel blocks shall be in place to prevent movement of trucks, trailers, or railroad cars while loading or unloading. The width of one tire on the PIT shall be the minimum distance maintained from the edge by the truck. Forklifts are not to be used to open or close freight doors. 12

14 Truck Operations Fixed jacks may be necessary to support semi-trailer during loading or unloading when the trailer is not coupled to a tractor. Railroad Cars Wheel stops or other positive protection must be provided to prevent railroad cars from moving during loading or unloading operations. Railroad Cars Setting the hand brake would be positive protection to prevent railroad car movement. Truck Operations There shall be sufficient headroom. Lights, pipes, sprinkler system, etc. Elevating Employees A safe work platform must be used 13

15 Elevating Employees A safe work platform must be used with Fall Protection System. Work Platforms Must be securely attached to the mast of the forklift 42 High guardrail, mid-rail and toeboard Employees may not be transported to the work location in the platform Employees must wear approved fall arrest system Traveling All traffic regulations shall be observed, including authorized facility speed limits. A safe distance shall be maintained. Approximately three truck lengths Traveling Watch for intersections, blind spots or other dangerous locations. All drivers must slow down, sound horn at cross aisles and other locations where vision is obstructed. If load obstructs forward view, then travel with load trailing. Right of way Ambulances, fire trucks, etc. Fire aisles, access to stairways, and fire equipment shall be kept clear. 14

16 Traveling Railroad tracks shall be crossed diagonally wherever possible. Operators shall keep a clear view of the path of travel. Traveling When ascending or descending grades in excess of 10 percent, loaded trucks must be driven with the load upgrade. Never turn a forklift on a grade. Traveling Empty (Forks Downgrade) When traveling without a load, the forks should point downgrade, regardless of direction of travel.. Never turn a forklift on a grade. 15

17 Traveling Dockboards or bridgeplates must be properly secured before being driven over. Potential hazards While entering and leaving truck trailers or railroad cars:» Falling off loading dock» Moving trucks or railroad cars during loading and unloading» Slipping or inadequate dockboards Traveling Elevators shall be approached slowly and squarely. Once on the elevator:»controls shall be neutralized»power shut off»brakes set Motorized hand trucks must enter elevator or other confined areas with load end forward. Verify elevator load capacity. Traveling Running over loose objects on roadway surfaces must be avoided. Look out for smalls amount od water and oil on smooth floor surfaces. Loading Only stable or safely arranged loads shall be handled. Exercise caution when handling off-center loads. Watching your speed and how you should negotiate turns. Watch for pedestrians. Loading Only loads within the rated capacity of the truck must be handled. Stability Forward wheels are the fulcrum 88 Fulcrum Fulcrum 16

18 Stability Stability Triangle Counterbalanced powered industrial trucks Vehicle is supported at three points Stability Triangle Incident Review Counterbalanced powered industrial trucks Vehicle is supported at three points Loading Long or high (including multiple-tiered) loads which may affect capacity must be adjusted. On all grades the load and load engaging means shall be tilted back if applicable, and raised only as far as necessary to clear the road surface. Loading Use extreme care when tilting the load forward or backward, particularly when high tiering. Tilting forward with load Tilting forward with load engaging means elevated shall be prohibited except to pick up a load. 17

19 Truck Operation Operation of trucks Repairs, defectives or unsafe conditions Fuel tanks must not be filled while the engine is running Clean up any spillage before starting truck Do not operate if fuel is leaking from vehicle No open flames Fuel cap (note spilled gas on the outside of the truck.) Trucks Maintenance Trucks not in safe operating condition must be removed from service. Repairs must be made by authorized personnel. Any repairs to the fuel and ignition systems shall be conducted only in locations designated for such repairs. Trucks Maintenance Mufflers shall be inspected as required. Vehicle shall be removed from service when temperature of parts indicates overheating. Industrial trucks must be kept in a clean condition. Free of lint, excess oil and grease Trucks Maintenance Prior to repairs to electrical system, the battery shall be disconnected. Parts replaced shall be replaced only by the equivalent type of part from the manufacturer. Trucks shall not be altered so that the relative positions of the various parts are different from what they were when originally received from the manufacturer. Pre Operation Inspection Pre Operation Inspection OSHA requires that all forklifts be examined at least daily before being placed in service. Forklifts used on a roundthe-clock basis must be examined after each shift. The operator should conduct a pre-start visual check with the key off and then perform an operational check with the engine running. The forklift should not be placed in service if the examinations show that the vehicle may not be safe to operate. Any problems should be recorded on the appropriate documents and reported to a supervisor. Internal Combustion Forklifts Engine oil Brake reservoir Engine coolant Air filter Belts and hoses Radiator Hood latch Liquid Propane Forklifts. Properly mounted tank Pressure relief valve pointing up Hose and connectors Tank restraint brackets Tank for dents and cracks Tank fits within profile of truck Leaks 18

20 Operational Inspection After completing the preoperation inspection, operators should conduct an operational inspection with the engine running. This inspection includes: Accelerator linkage Inch control (if equipped) Tilt control: forward and back Hoist and lowering control Attachment control Horn Lights Tipovers or Rollovers There are two basic type of tipovers in a forklift: A forward tip or longitudinal tip A lateral or side tip The procedure to follow in the event of tipover varies depending on the type of tipover and the class of forklifts that you may use in your facility. Brakes Steering Drive control: forward and reverse Back-up alarm (if equipped) Hour meter NOTE: Unusual noises or vibrations should be reported immediately. Accident Investigation Summary We covered the following requirements for the operation and maintenance of power industrial equipment: Operator training and evaluation Minimum OSHA general requirements for powered industrial trucks Safe operation of equipment Hazard identification Abatement methods and procedures Thank You For Attending! Final Questions? 19

21 Thank You For Attending! Thank You For Attending! Written Test Practical Evaluation Questions Class: Forklift Training Instructor: Jose Mora, Safety Specialist Contact: ; du-all.com Fax Sign In sheets to (510) or to 20

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