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Forklift inspections — technical supervision, daily checks and documentation

A forklift is powered industrial equipment under technical supervision — it needs a valid authorisation for operation, periodic examinations and a verified technical condition. In parallel, the operator is obliged to perform a daily check before starting work. Forklift accidents are among the most severe events in warehouses and production halls.

This guide explains what technical supervision requires, what the operator should check before every shift, how to read the capacity plate and how to keep a register that links examinations, repairs and defect reports.

  • Forklift inspections
  • Technical supervision
  • Pre-shift check
  • Capacity plate
  • Operator licence

Published: 2026-10-26 · Updated: 2026-11-01 · 9 min read · Varilo deployment team

Forklift inspection — helmeted worker checking the capacity plate on the mast of a forklift with a green inspection tag in a warehouse aisle — VIMS EHS illustration
Forklift inspection — helmeted worker checking the capacity plate on the mast of a forklift with a green inspection tag in a warehouse aisle — VIMS illustration

1. Technical supervision — what is required

Short answer: most powered industrial trucks fall under technical supervision. Operation requires registering the equipment, completing examinations (initial, periodic, and where needed ad hoc and post-accident) and holding a valid authorisation for operation. Examinations are performed by an authorised body — not the site's own workshop.

The employer must also provide operation and maintenance by qualified persons, keep an operation log (or equivalent documentation) and follow the manufacturer's instructions. The periodic examination date follows from the authorisation — track it like an insurance expiry, because a forklift without a valid decision may not work.

2. The capacity plate — more than one number

Short answer: the forklift's capacity plate shows the nominal capacity at a defined load centre distance and lift height. Capacity drops when the load is longer, lifted higher or when an attachment is fitted (rotator, clamp) — every attachment changes the characteristics and should have its own updated plate.

Overloading a forklift risks not just a snapped chain but loss of stability and a tip-over — the most dangerous forklift accident type. The operator must know which truck they drive and its limits, and the plate must be legible. If it is illegible or does not match the fitted attachment, the truck needs verification before returning to work.

Forklift capacity plate with nominal capacity, load centre distance, lift height and supervision examination date next to a sample pre-shift checklist — VIMS EHS illustration
Capacity plate elements and a sample scope of the operator's daily check (illustrative image).

3. The pre-shift check — operator checklist

Short answer: before starting work the operator checks forks and mast (cracks, wear, chains), tyres, service and parking brakes, reverse signal and lights, fluid levels or battery state, leaks under the truck, and the seat belt and headrest. The check takes a few minutes and should be documented — simplest as a ticked checklist.

A defect affecting safety (brakes, running gear, mast) means withdrawing the truck until repaired — not 'finishing the shift first'. Defect reports should land in one place, not on a slip for the shift leader, because only then can a defect be linked to its repair and the truck's return to service verified.

4. Who may drive a forklift — licences and training

Short answer: a forklift may be driven by an operator with a valid licence for the relevant truck category, issued by an authorised examining body, and in some cases a site-trained person for low-capacity trucks. A car driving licence does not entitle anyone to drive a forklift.

The employer should additionally train operators in the site's own conditions: traffic organisation, pedestrian zones, work near racking, battery charging or LPG refuelling. Licence validity must be tracked just like safety training — an expired operator licence means nobody may formally drive that truck.

5. Forklift register in VIMS — examinations, checks and defects in one place

In the Registers and inspections module every truck has a card with serial number, type, capacity, examination dates and the next examination deadline. The daily pre-shift check is a phone checklist — the operator ticks points at the truck and the record lands on the equipment card.

A defect from the check can automatically become a report in the Hazard reports module with an assigned owner and repair status, and the Training and qualifications module tracks operator licence validity — you see who may drive which truck. During walkthroughs the Inspections module additionally verifies traffic organisation and zone signage. VIMS organises the register and deadlines — examinations are done by authorised bodies and driving by licensed operators.

6. Glossary: technical supervision examinations, maintainer and operator, licence categories, fork wear

UDT examinations of lift trucks in Poland are: the acceptance examination before a decision permitting operation, periodic examinations at intervals set by the regulation on technical supervision for the applicable form of supervision (full, limited, simplified), ad hoc examinations (e.g. after an accident, modification or on request) and post-failure examinations. Intervals depend on the truck type — check them in the decision and the inspection logbook.

A certified maintainer holds a qualification certificate for truck maintenance, performs periodic maintenance at intervals set by the regulations and the manufacturer, and records it in the maintenance log. A certified operator drives the truck; the most common Polish categories are II WJO (lift trucks excluding specialised ones) and I WJO (all, including specialised trucks such as telescopic or with an elevating operator position). Replacing LPG cylinders requires a separate certificate.

The pre-shift check is the operator's duty — it does not replace maintenance or UDT examinations. Fork wear is assessed under ISO 5057: forks are withdrawn when blade thickness has worn by 10% of the original, when cracks or deformation appear, or when the height difference between fork tips exceeds the permitted value. The capacity plate and load chart define capacity for a specific mast and attachment configuration.

Site traffic management covers transport routes, pedestrian crossings, mirrors, speed limits and battery charging areas — it is worth showing on the site safety map. Forklift impacts are the most common cause of racking damage — see pallet racking inspections.

Levels of forklift control

A scheme combining the operator's daily check with supervised examinations.

Control levelWhoWhenDocumentation
Pre-shift checkforklift operatorbefore every start of workticked checklist
Periodic maintenanceservice / qualified personsper manufacturer's schedule, e.g. monthlyentry in the operation log
Supervised examinationauthorised inspection bodyper the supervision form and authorisationexamination protocol + authorisation decision

Key takeaways

  • A forklift without a valid authorisation may not operate — track the examination date like an insurance expiry.
  • Plate capacity depends on load centre, lift height and attachments — it is not one fixed number.
  • The operator's daily pre-shift check should be documented, and a safety defect means withdrawing the truck.
  • A car licence does not cover forklifts — track operator licence validity like safety training.

Frequently asked questions

How often does a forklift undergo examinations?

Periodic examination frequency depends on the supervision form and equipment type — it follows from the authorisation decision. Daily operator checks and periodic maintenance per the manufacturer's instructions come on top.

Is a driving licence enough to drive a forklift?

No. A category B licence does not cover forklifts — a licence for the relevant industrial truck category issued by an authorised body is required.

What does the operator check before starting work?

Forks and mast, tyres, brakes, reverse signal and lights, fluid or battery levels, leaks and the seat belt. The check should be documented.

Is forklift capacity fixed?

No. Capacity drops with a greater load centre distance, higher lift and fitted attachments — every configuration should have its own plate.

What to do when a check reveals a brake defect?

Withdraw the truck from service immediately until repaired and re-checked. Driving with faulty brakes is both a violation and a direct hazard.

What fork wear takes a truck out of service?

Under ISO 5057, forks are withdrawn when blade thickness has worn by 10% of the original, and also when there are cracks, deformation or an excessive height difference between the fork tips.

What is the difference between a certified maintainer and an operator?

The operator drives the truck and carries out the pre-shift check. The maintainer holds a separate certificate, performs periodic maintenance and records it in the maintenance log.

Which licence is needed to drive a forklift in Poland?

Usually category II WJO for standard lift trucks or I WJO for specialised trucks such as telescopic handlers. Replacing LPG cylinders requires a separate certificate.

Examinations, checklists and licences in one register

See how VIMS links forklift cards, daily operator checks, defect reports and licence validity.