Safety
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Forklift Near Miss Accidents

Near misses are valuable learning opportunities that can help prevent future accidents. Discover how identifying the root cause of a near miss and implementing best practices can improve forklift safety in your workplace. Learn the importance of proper documentation and how refresher training can keep your team prepared for potential hazards.

Safety training class for a forklift operator being conducted by a trainer.

What Is A Forklift Near Miss?

A forklift near miss is defined as any unforeseen event that causes a disruption in the workflow; however, it does not cause any injuries or property damage.

During forklift safety training classes, ProLift trainers provide near-miss examples such as:

  • Forklift operator slams on brakes to avoid hitting a pedestrian or pallet racking
  • Forklift operator runs intersection, neglecting to stop and sound horn at stop sign
  • A forklift leak drips oil on the floor, causing a pedestrian to slip but not hit the floor

Forklift Refresher Training

OSHA states “Refresher training, including an evaluation of the effectiveness of that training, shall be conducted as required by paragraph (l)(4)(ii) to ensure that the operator has the knowledge and skills needed to operate the powered industrial truck safely.” Within this paragraph, OSHA further states reasons for conducting refresher training, including when “the operator has been involved in an accident or near-miss incident”.

Safety training class for a forklift operator being conducted by a trainer.

Safety Training Classes

Continue promoting safety at your facility with our comprehensive safety training classes. ProLift offers training for both operators and trainers. Contact our safety specialist to schedule your team.

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What Refresher Training Should Be Provided For A Forklift Near Miss?

  1. Meet with the operator and describe the near miss witnessed
  2. Ask the operator to list best practices related to the topic that led to the near miss incident and identify which specific practice was overlooked, nearly causing the accident
  3. Note this near miss will be considered the first safety infraction and the operator will receive a verbal warning only
  4. Document the verbal warning and refresher training by recording these specific items: instructor's name, student's name and date of training
  5. Record the topic of training and ensure that the documentation specifically identifies that the focus remains on the key safety issue or protocol being reviewed
  6. Perform an evaluation after refresher training, observing the operator while operating the forklift
  7. Document the evaluation, noting the forklift operator’s name and who conducted the evaluation

Not addressing near-miss occurrences can result in willful OSHA violations, product damage and employee injuries or fatalities. Improve your forklift training skills by attending ProLift’s train-the-trainer, offered at your facility or a ProLift location.

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