Craftsman Forklift Operator study materials
Craftsman Forklift Operator study resources

Craftsman Forklift Operator key terms

Craftsman Forklift Operator · Get comfortable with the vocabulary.

Stability triangle

An imaginary triangle formed by the forklift's two front wheels and the pivot point of the steer axle. The combined center of gravity must stay inside it, or the truck tips over.

Related: Combined center of gravity, Load center, Counterweight
Load center

The horizontal distance from the vertical face of the forks to the center of gravity of the load. Rated capacity assumes a standard load center, usually 24 inches (600 mm).

Related: Rated capacity, Load moment, Stability triangle
Rated capacity

The maximum load weight a forklift is designed to handle at a specified load center and lift height, shown on the data plate. Exceeding it causes instability and tip-over.

Related: Data plate, Load center, Derating
Data plate

A permanent manufacturer's label on the forklift listing model, serial number, rated capacity, load center, and attachment information. It must be legible and match the truck's configuration.

Related: Rated capacity, Attachments, Derating
Load moment

The turning effect of a load, calculated as weight multiplied by distance from the fulcrum. A heavier load or one carried farther out increases load moment and reduces safe capacity.

Related: Load center, Rated capacity, Stability triangle
Combined center of gravity

The single point representing the average position of the truck's weight and the load's weight together. It shifts when loads are lifted, tilted, or carried off-center.

Related: Stability triangle, Load moment, Tip-over
Counterweight

Heavy metal mass built into the rear of a counterbalanced forklift. It offsets the forward tipping force of a load on the forks and is essential to stability.

Related: Stability triangle, Counterbalanced forklift, Load moment
Derating

Reducing a forklift's rated capacity because of an attachment, non-standard load center, high lift, or special configuration. A new capacity plate must reflect the reduced rating.

Related: Attachments, Rated capacity, Data plate
Attachments

Devices such as clamps, rotators, or extenders fitted to the carriage instead of standard forks. They change capacity, dimensions, and handling behavior and require updated ratings.

Related: Derating, Carriage, Data plate
Carriage

The moving frame on the mast that holds the forks or attachment and slides up and down. Inspect it for cracks, bent bars, and worn rollers during pre-operation checks.

Related: Mast, Forks, Attachments
Mast

The vertical assembly of rails and hydraulic cylinders that raises and lowers the carriage. Check chains, hoses, and rails for damage and ensure chains are evenly tensioned.

Related: Carriage, Free lift, Hydraulic system
Free lift

The height the forks can rise before the mast's inner section begins to extend. Low free lift matters when entering trailers or areas with limited overhead clearance.

Related: Mast, Overhead guard, Load backrest
Overhead guard

A protective roof structure over the operator compartment that shields against falling objects. It must be in place and undamaged whenever the forklift is operated.

Related: Load backrest, Operator restraint, Free lift
Load backrest

An extension above the carriage that prevents the load from shifting backward toward the mast and operator. It should be tall enough for the loads being handled.

Related: Carriage, Overhead guard, Load stability
Operator restraint

A seat belt or similar device that keeps the operator inside the protective compartment during a tip-over. Wearing it is required and prevents being crushed by the guard.

Related: Tip-over, Overhead guard, Seat switch
Seat switch

A sensor in the operator seat that detects whether someone is properly seated. It may disable travel or hydraulics when the operator leaves the seat.

Related: Operator restraint, Deadman control, Pre-operation inspection
Tip-over

A loss of stability in which the forklift falls sideways or forward. Staying restrained in the seat and leaning away from the fall direction reduces injury risk.

Related: Stability triangle, Operator restraint, Load moment
Pre-operation inspection

A documented check of the forklift before each shift covering tires, fluids, forks, mast, brakes, lights, horn, and safety devices. Defects must be reported and the truck taken out of service until repaired.

Related: Defect tag, Walk-around inspection, Seat switch
Defect tag

A marker attached to a forklift found unsafe during inspection to show it must not be used. Only authorized maintenance staff remove it after repairs are completed.

Related: Pre-operation inspection, Lockout/tagout, Out of service
Walk-around inspection

The physical circuit an operator makes around the forklift during pre-operation checks, examining tires, hoses, chains, and body damage from all sides before mounting.

Related: Pre-operation inspection, Fluid levels, Defect tag
Lockout/tagout

A procedure that isolates energy sources and applies locks and tags before maintenance, preventing accidental startup or release of stored energy such as raised forks or pressurized hydraulics.

Related: Defect tag, Hydraulic system, Energy isolation
Energy isolation

Disconnecting and securing all power sources, including batteries, propane valves, and hydraulic pressure, before servicing equipment. It protects workers from unexpected movement or release.

Related: Lockout/tagout, Hydraulic system, Battery charging
Hydraulic system

The pump, cylinders, hoses, and fluid that lift the mast and tilt the carriage. Leaks, damaged hoses, or low fluid cause loss of control and must be corrected before use.

Related: Mast, Fluid levels, Lockout/tagout
Fluid levels

The quantities of engine oil, coolant, hydraulic fluid, and fuel or battery electrolyte checked during inspection. Low or contaminated fluids signal leaks or needed maintenance.

Related: Walk-around inspection, Hydraulic system, Battery charging
Battery charging

Recharging an electric forklift's battery in a ventilated area, following procedures to avoid hydrogen ignition, acid burns, and electrical shock. Charging areas need eyewash and no open flames.

Related: Energy isolation, Fluid levels, Ventilation
Ventilation

Air movement that removes harmful gases. It is required when charging batteries, which release hydrogen, and when running internal combustion forklifts indoors to prevent carbon monoxide buildup.

Related: Battery charging, Carbon monoxide, Propane cylinder
Propane cylinder

A pressurized fuel container for LP-gas forklifts. It must be secured in the bracket, with the valve closed when parked, and changed only by trained personnel in a safe area.

Related: Ventilation, Refueling, Energy isolation
Refueling

Adding diesel, gasoline, or propane to a forklift using safe procedures: engine off, no smoking or open flames, spill control, and bonding where required. Spills are cleaned immediately.

Related: Propane cylinder, Ventilation, Fire extinguisher
Carbon monoxide

A colorless, odorless gas produced by internal combustion engines. It causes headaches and collapse, so engine-powered forklifts must not run in enclosed spaces without adequate ventilation.

Related: Ventilation, Hazard identification, Refueling
Pedestrian

Any person on foot in the work area, including workers, visitors, and customers. Operators must yield to pedestrians, maintain eye contact, and stop when they are near the travel path.

Related: Right of way, Blind spot, Spotter
Blind spot

An area the operator cannot see directly, especially behind the forklift and around tall loads. Operators should use mirrors, slow down, and sound the horn before reversing.

Related: Pedestrian, Spotter, Rear-view mirror
Spotter

A trained person who guides the operator through blind or congested areas using agreed hand signals. The operator stops if the spotter is out of view.

Related: Blind spot, Hand signals, Pedestrian
Hand signals

Prearranged gestures used between operators and spotters or signalers. They must be clear, agreed before the move, and never ambiguous; the operator follows only one signaler.

Related: Spotter, Right of way, Traffic management plan
Right of way

The rule that determines who moves first at intersections, doorways, and aisles. Forklifts generally yield to pedestrians and emergency vehicles, and follow posted site traffic rules.

Related: Traffic management plan, Pedestrian, Speed limit
Traffic management plan

A site layout that separates forklift routes from pedestrian walkways using marked lanes, barriers, crossings, and signage. It reduces collisions and keeps movement predictable.

Related: Right of way, Speed limit, Pedestrian
Speed limit

The maximum permitted travel speed, set by site rules or signage. Operators must slow for corners, wet floors, blind intersections, and areas where pedestrians are present.

Related: Traffic management plan, Right of way, Smooth braking
Smooth braking

Applying brakes gradually and early to avoid sudden stops that shift loads, cause tip-over, or spill cargo. It is especially important with tall or unstable loads.

Related: Speed limit, Load stability, Tip-over
Load stability

The condition of a load that is balanced, secured, and properly positioned on the forks. Unstable loads can shift, fall, or tip the forklift during travel or lifting.

Related: Load backrest, Smooth braking, Load center
Travel position

The safe posture for moving with a load: forks low, usually 4 to 6 inches above the floor, mast tilted back slightly, and load close to the truck. It lowers the center of gravity.

Related: Combined center of gravity, Load stability, Ramp travel
Ramp travel

Moving on an incline with the load uphill and the forks pointed up the slope. It prevents the load from sliding off and keeps the forklift's center of gravity lower.

Related: Travel position, Load stability, Tip-over
Dock plate

A portable steel ramp placed between a truck trailer and a loading dock. It must be secured and rated for the load, and operators should confirm it is properly seated before crossing.

Related: Trailer restraint, Trailer entry, Load stability
Trailer restraint

A device that locks a trailer to the dock to prevent it from moving away during loading. Operators verify engagement before entering and use wheel chocks where required.

Related: Dock plate, Trailer entry, Hazard identification
Trailer entry

Entering a truck trailer to load or unload. Operators check the floor for weakness, confirm the trailer is restrained, ensure adequate lighting, and watch overhead clearance.

Related: Trailer restraint, Dock plate, Free lift
Hazard identification

Recognizing conditions that could cause harm, such as spills, poor lighting, obstructions, damaged racking, or blind corners. Workers report and control hazards before proceeding.

Related: Near miss, Incident report, Carbon monoxide
Near miss

An event that could have caused injury or damage but did not. Near misses are reported so root causes can be corrected before a serious accident occurs.

Related: Incident report, Hazard identification, Root cause
Incident report

A written record of an accident, injury, or near miss describing what happened, when, who was involved, and contributing conditions. It supports investigation and prevention.

Related: Near miss, Root cause, Hazard identification
Root cause

The underlying reason an incident occurred, such as a missing guard, inadequate training, or poor layout, rather than the immediate action. Correcting it prevents recurrence.

Related: Incident report, Near miss, Hazard identification
Fire extinguisher

A portable device for fighting small fires, rated by class. Operators should know its location and the PASS technique: pull, aim, squeeze, sweep.

Related: Refueling, Battery charging, Emergency stop
Emergency stop

A control or action that immediately halts the forklift or its functions in danger. Operators must know its location and use it without hesitation.

Related: Fire extinguisher, Hazard identification, Deadman control
Deadman control

A control that stops movement or hydraulic action when the operator releases it. It prevents runaway travel if the operator becomes incapacitated or leaves the seat.

Related: Seat switch, Emergency stop, Operator restraint
Counterbalanced forklift

The most common forklift design, using rear counterweight to balance a front load. It is suited to many tasks but has a larger turning radius than reach trucks.

Related: Counterweight, Reach truck, Stability triangle
Reach truck

A narrow-aisle forklift whose forks extend forward on a moving carriage to reach racking. Operators must account for the changing load center as the reach extends.

Related: Counterbalanced forklift, Load center, Derating
Out of service

The status of a forklift that is unsafe or defective and must not be operated. It is tagged, parked safely, and reported so repairs can be made before return to use.

Related: Defect tag, Pre-operation inspection, Lockout/tagout
Rear-view mirror

A mirror mounted to improve visibility behind the forklift, especially when reversing. Mirrors supplement, but do not replace, turning the head and checking blind spots.

Related: Blind spot, Pedestrian, Spotter
Forks

The load-bearing tines that slide under a pallet or load. Inspect them for cracks, bends, and wear at the heel, and ensure they are locked in the carriage.

Related: Carriage, Load stability, Load backrest