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Powered Industrial Vehicle Trainer Requirements


Powered Industrial Vehicle Trainer Requirements WITC Safety Day Rice Lake, WI March 15, 2012 Mary Bauer CIH, CSP Compliance Assistance Specialist Eau Claire, WI 54701 – PowerPoint PPT presentation

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Title: Powered Industrial Vehicle Trainer Requirements

Powered Industrial VehicleTrainer Requirements
  • WITC Safety Day
  • Rice Lake, WI
  • March 15, 2012

Mary Bauer CIH, CSP Compliance Assistance
Specialist Eau Claire, WI 54701 715-832-9019
My Background
  • Mary Bauer
  • 26 years w/ OSHA
  • 20 Compliance Officer
  • 6 Compliance Assistance Specialist
  • IH/ Safety
  • CIH Certified Industrial Hygienist
  • CSP Certified Safety Professional
  • 1000 Inspections

  • Trainer Qualifications
  • Training Components
  • Training Topics
  • Retraining Requirements
  • Certification Requirements

Operator Training
  • Safe operations
  • The employer shall ensure that each powered
    industrial truck operator is competent to operate
    a powered industrial truck safely, as
    demonstrated by successful completion of the
    training and evaluation specified in the OSHA
  • Prior to permitting an employee to operate a
    powered industrial truck (except for training
    purposes), the employer shall ensure that each
    operator has successfully completed the required
    training (or previously received appropriate

Training Program Implementation
  • Trainees may operate a powered industrial truck
  • Under direct supervision of a person who has the
    knowledge, training, and experience to train
    operators and evaluate their competence and,
  • Where such operation does not endanger the
    trainee or other employees.

Training Program Implementation (continued)
  • Training shall consist of a combination of
  • Formal instruction (e.g., lecture, discussion,
    interactive computer learning, written material),
  • Practical training (demonstrations and exercises
    performed by the trainee), and
  • Evaluation of the operators performance in the

Training Program Implementation (continued)
  • Training and evaluation shall be conducted by a
    person with the knowledge, training and
    experience to train powered industrial truck
    operators and evaluate their competence.

Trainer Qualifications Q A
  • 4. Who should conduct the training?All training
    and evaluation must be conducted by persons with
    the necessary knowledge, training, and experience
    to train powered industrial truck operators and
    evaluate their competence. An example of a
    qualified trainer would be a person who, by
    possession of a recognized degree, certificate,
    or professional standing, or who by extensive
    knowledge, training, and experience has
    demonstrated the ability to train and evaluate
    powered industrial truck operators.There are
    many resources available to the employer if
    he/she chooses not to perform the training
    himself. Truck manufacturers, local safety and
    health safety organizations, such as the National
    Safety Council local chapters, private
    consultants with expertise in powered industrial
    trucks, local trade and vocational schools are
    some available resources.Various Internet sites
    are devoted to forklift safety. Private
    companies, who provide forklift safety training
    services, including videos and written programs,
    can be located on various Internet websites. Most
    videos can be either leased or purchased. One
    important thing to remember is that simply by
    showing employees a video or videos on some
    aspect of forklift safety does not meet the full
    requirements of the OSHA standard. Site specific
    information must be conveyed as well as a method
    to evaluate the employee's acquired knowledge
    subsequent to the training.

Trainer Qualifications Q A
  • 5. If my employees receive training from an
    outside consultant, how will I know that these
    employees have been adequately trained?Outside
    qualified training organizations can provide
    evidence that the employee has successfully
    completed the relevant classroom and practical
    training. However, each employer must ensure that
    each powered industrial truck operator is
    competent to operate a truck safely, as
    demonstrated by the successful completion of the
    training and evaluation.

Training Program Content
  • Operators shall receive initial training in the
    following topics, except in topics which the
    employer can demonstrate are not applicable to
    safe operation in the employers workplace.
  • Truck-related topics
  • Workplace-related topics
  • The requirements of the standard

Training Program Content (continued)
  • Truck-related topics
  • Operating instructions, warnings and precautions
  • Differences from automobile
  • Controls and instrumentation
  • Engine or motor operation
  • Steering and maneuvering
  • Visibility
  • 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.

Training Program Content (continued)
  • Workplace-related topics
  • Surface conditions
  • Composition and stability of loads
  • Load manipulation, stacking, unstacking
  • Pedestrian traffic
  • Narrow aisles and restricted areas
  • 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

Training Program Content (continued)
  • The requirements of the OSHA standard on powered
    industrial trucks must also be included in the
    initial operator training program.

Refresher Training and Evaluation
  • Refresher training, including an evaluation of
    the effectiveness of that training, shall be
    conducted to ensure that the operator has the
    knowledge and skills needed to operate the
    powered industrial truck safely.
  • Refresher training required when
  • Unsafe operation
  • Accident or near-miss
  • Evaluation indicates need
  • Different type of equipment introduced
  • Workplace condition changes

Refresher Training and Evaluation (continued)
  • An evaluation of each powered industrial truck
    operators performance must be conducted
  • After initial training,
  • After refresher training, and
  • At least once every three years

Avoidance of Duplicative Training
  • If an operator has previously received training
    in a topic specified in this section, and the
    training is appropriate to the truck and working
    conditions encountered, additional training in
    that topic is not required if the operator has
    been evaluated and found competent to operate the
    truck safely.

  • The employer shall certify that each operator has
    been trained and evaluated as required by the
  • Certification shall include
  • Name of operator
  • Date of training
  • Date of evaluation
  • Identity of person(s) performing the training or

State Consultation Service 1-800-947-0553
  • Provided at no cost to employers
  • Developed for smaller employers with more
    hazardous operations
  • Delivered by WiSCon or the State Laboratory of
  • No penalties are proposed or citations issued
  • Possible violations of OSHA standards are not
    reported to OSHA enforcement staff unless
    employer fails to eliminate or control any
    serious hazard or imminent danger


  • This information has been developed by an OSHA
    Compliance Assistance Specialist and is intended
    to assist employers, workers, and others as they
    strive to improve workplace health and safety.
    While we attempt to thoroughly address specific
    topics or hazards, it is not possible to include
    discussion of everything necessary to ensure a
    healthy and safe working environment in a
    presentation of this nature. Thus, this
    information must be understood as a tool for
    addressing workplace hazards, rather than an
    exhaustive statement of an employers legal
    obligations, which are defined by statute,
    regulations, and standards. Likewise, to the
    extent that this information references practices
    or procedures that may enhance health or safety,
    but which are not required by a statute,
    regulation, or standard, it cannot, and does not,
    create additional legal obligations. Finally,
    over time, OSHA may modify rules and
    interpretations in light of new technology,
    information, or circumstances to keep apprised
    of such developments, or to review information on
    a wide range of occupational safety and health
    topics, you can visit OSHAs website at
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