Forklift operator training record template (CSV)
OSHA's forklift standard asks employers to certify that each operator has been trained and evaluated. The certification has to include the operator's name, the date of the training, the date of the evaluation, and the name of the person who did the training or evaluation (29 CFR 1910.178(l)(6)).
It opens in Excel, Google Sheets or Numbers. The columns are:
| Column | What to put in it |
|---|---|
| Operator name | Full name as it appears on their ID |
| Truck type(s) | For example sit-down counterbalance, reach truck, pallet jack |
| Training date | When classroom and hands-on training finished |
| Trainer name | The person who gave the training |
| Evaluation date | When the operator was observed driving in your workplace |
| Evaluator name | The person who did the evaluation |
| Evaluation result | Pass, or what needs retraining |
| Next evaluation due | No more than three years after the evaluation date |
| Notes | Refresher training after incidents, new truck types and so on |
Tips for keeping it accurate
- Use one row per operator per truck type. It keeps the due dates honest when someone is cleared on more than one truck.
- Keep the signed evaluation sheet. The spreadsheet is your index, not your proof.
- Sort by "Next evaluation due" every month, or add a column with
=H2-TODAY()to see days left. - When an operator leaves, move the row to an "inactive" tab instead of deleting it.
Read more on tracking forklift certification expiration.
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