A sample built from fictional records: every company, unit and date below is made up. Your reports carry your own records. Back to Forklift Operators

Sample company (fictional) · Forklift OperatorsDraft generated Oct 31, 2026

Operator training and evaluation certification

Oct 1, 2026

Record

CompanySample company (fictional)
TradeForklift Operators
EvaluationOct 1, 2026

Employer

NameNorthgate Fabrication
Emailavery@example.com
Phone555-0110
Address120 Foundry Rd, Springfield

Operator

Operator nameAvery Lund
Employee IDEmployee ID 1
StatusAuthorized
Truck types authorizedSit-down counterbalanced, electric
Authorized sinceOct 11, 2026
Refresher due byMay 19, 2027

Training record

Training dateTrainingTrainerTruck type trained onFormal instructionPractical training: trainer demonstrations and trainee exercises
Oct 11, 2026InitialAvery LundSit-down counterbalanced, electricLectureYes
Sep 5, 2026InitialCasey BrandtOrder pickerLectureYes
Jun 27, 2026Added truck typeSam OkaforStand-up counterbalancedLectureNo
Mar 13, 2026RefresherCasey BrandtOrder pickerLectureNo
Sep 23, 2026InitialQuinn HalvorsenRough terrain forkliftLectureYes
Jun 9, 2026Added truck typeAvery LundSit-down counterbalanced, electricLectureNo
Feb 23, 2026RefresherSam OkaforStand-up counterbalancedLectureNo

Evaluation

Evaluation dateEvaluatorEvaluationTruck type evaluated onResultWhere evaluated
Oct 1, 2026Evaluator 1InitialSit-down counterbalanced, electricCompetentWhere evaluated 1
May 2, 2026Evaluator 13InitialOrder pickerCompetentWhere evaluated 13
Jul 11, 2026Evaluator 3After refresher trainingStand-up counterbalancedCompetentWhere evaluated 3
Apr 20, 2026Evaluator 5InitialOrder pickerCompetentWhere evaluated 5
Jan 28, 2026Evaluator 7After refresher trainingRough terrain forkliftCompetentWhere evaluated 7
Nov 7, 2025Evaluator 9InitialSit-down counterbalanced, electricCompetentWhere evaluated 9
Jul 23, 2026Evaluator 11After refresher trainingStand-up counterbalancedCompetentWhere evaluated 11
Feb 9, 2026Evaluator 15After refresher trainingRough terrain forkliftCompetentWhere evaluated 15

Refresher trigger

Date of the triggerTriggerStatusNew truck typeRefresher training dateRefresher trainer
Oct 11, 2026Observed operating unsafelyOpenSit-down counterbalanced, electricOct 11, 2026Avery Lund
Jun 27, 2026Evaluation showed unsafe operationOpenStand-up counterbalancedJun 27, 2026Sam Okafor

Next due

Operator evaluation
29 CFR 1910.178(l)(4)(iii) evaluation every three years (osha.gov) (https://www.osha.gov/laws-regs/regulations/standardnumber/1910/1910.178), checked 2026-10-28		May 19, 2027Set by rule

Signature

The signature drawn on the phone at the job prints here.