Forklift risk assessment template 2025

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  1. Click ‘Get Form’ to open the forklift risk assessment template in the editor.
  2. Begin by filling in the 'School/Dept' and 'Activity' fields at the top of the form. This helps identify where the assessment is being conducted.
  3. Enter your name in the 'Name of assessor' field, ensuring that the person responsible for this assessment is clearly identified.
  4. In the 'Hazards' section, list potential risks associated with lift truck operations. Be thorough to ensure all hazards are documented.
  5. For each hazard, specify 'Who may be harmed'. This could include lift truck operators, staff, students, or public individuals nearby.
  6. Document existing precautions taken to mitigate these hazards in the corresponding section. This demonstrates proactive safety measures.
  7. Complete the 'Further actions required' section if additional measures are necessary and assign an action owner for accountability.
  8. Finally, sign and date your assessment at the bottom of the form to validate it before distribution.

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If you run a small organisation and you are confident you understand whats involved, you can do the assessment yourself. You dont have to be a health and safety expert. If you work in a larger organisation, you could ask a health and safety advisor to help you.
Step 1: Identify the hazards/risky activities; Step 2: Decide who might be harmed and how; Step 3: Evaluate the risks and decide on precautions; Step 4: Record your findings in a Risk Assessment and management plan, and implement them; Step 5: Review your assessment and update if necessary.
How to do a risk assessment? Identifying potential hazards. Identifying who might be harmed by those hazards. Evaluating risk (severity and likelihood) and establishing suitable precautions. Implementing controls and recording your findings. Reviewing your assessment and re-assessing if necessary.
The essentials for a successful risk assessment. Namely, Collaboration, Context, and Communication. These 3 components combine to form a more comprehensive risk assessment process that creates more favourable outcomes.
Halo Rule: Maintains that one must always stay three feet away from forklifts. This creates a safety halo that consists of a two-ring zone the danger zone and the warning zone. Danger Zone: This is the zone within three feet of a forklift. If a pedestrian is within three feet, the operator must stop.

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2. Steps needed to manage risk Identify hazards. Assess the risks. Control the risks. Record your findings. Review the controls.

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