DOSH Forklift Operator study materials
DOSH Forklift Operator study resources

DOSH Forklift Operator cheat sheet

DOSH Forklift Operator · Keep the key ideas within reach.

Quick reference

Legislation, Regulations and Operator Responsibilities

  • DOSH (Department of Occupational Safety and Health) administers the Occupational Safety and Health Act 1994 (Act 514) in Malaysia; forklift operation falls under its general duties and the Factories and Machinery Act 1967 (FMA) for lifting machinery.

  • Section 15 OSHA 1994: employer must ensure safety of employees at work so far as practicable; Section 24: employee must take reasonable care of self and others and cooperate with safety measures.

  • Under FMA 1967 and its regulations, powered industrial trucks used for lifting are classed as lifting machinery requiring a certificate of fitness and periodic inspection by a DOSH-registered competent person.

  • Operators must hold a valid competency certificate/authorisation issued by the employer or a recognised training provider; operating without authorisation is a breach of employer and employee duties.

  • Employees have the right to refuse unsafe work and to be informed of hazards; retaliation for raising safety concerns is prohibited under OSHA 1994.

  • Section 21 OSHA 1994 requires employers to notify DOSH of accidents, dangerous occurrences, occupational poisoning and diseases; failure to report is an offence.

  • Penalties under OSHA 1994 include fines and imprisonment; general duty breaches can attract fines up to RM50,000 or imprisonment up to 2 years, or both (verify current figures against the Act).

  • Records of operator training, authorisation and inspection must be kept and made available to DOSH inspectors on request; obstruction of an inspector is an offence.

Quick reference

Forklift Types, Components and Stability Principles

  • Counterbalance forklifts use a heavy rear counterweight to offset the load moment; the load plus fork carriage acts as a lever about the front axle, so stability depends on the combined centre of gravity staying within the stability triangle.

  • The stability triangle is formed by the centre of the steer axle and the two front wheels; the combined centre of gravity (truck + load) must project inside this triangle for the truck to remain stable.

  • Longitudinal stability is limited by the load moment about the front axle versus the counterweight moment; lateral stability is limited by the wheelbase width and the height of the combined centre of gravity.

  • Rated capacity is specified at a stated load centre (commonly 600 mm or 24 in) and a stated lift height; capacity decreases as load centre distance or lift height increases.

  • Mast types: simplex (2-stage, limited free lift), duplex (2-stage with free lift), triplex (3-stage, high lift with free lift) and quad (4-stage); free lift allows lifting without exceeding overall collapsed height.

  • Key components: mast, carriage, forks, lift chains, hydraulic cylinders, overhead guard (FOPS), backrest extension, counterweight, steer axle, drive axle, and the data plate/load chart.

  • Attachments (side shift, rotator, clamp, extension forks) change the load centre and add weight, reducing rated capacity; the truck must be derated per the attachment manufacturer's plate.

  • Electric, LPG, diesel and petrol trucks differ in power source, ventilation needs and refuelling/recharging hazards; reach trucks and order pickers have different stability envelopes from counterbalance trucks.

Quick reference

Pre-Operation Inspection and Maintenance Checks

  • Pre-shift inspection covers: tyres and wheels, forks and fork heels for cracks/wear, mast and chains (tension, lubrication, elongation), hydraulic hoses and cylinders for leaks, overhead guard and backrest, seat and seat belt, horn, lights, brakes, steering, and parking brake.

  • Fluid checks: engine oil, coolant, hydraulic oil, fuel level, battery electrolyte (for lead-acid), and transmission fluid where applicable; top up only to specified levels and use the correct grade.

  • Fork heel wear limit: heel thickness must not be reduced by more than 10% of original thickness; forks with cracks, bends or excessive wear must be taken out of service.

  • Lift chain inspection: check for equal tension, twisted or damaged links, corrosion, and elongation beyond manufacturer's limit; chains must be lubricated per schedule and never adjusted by unqualified persons.

  • Functional tests before use: horn, lights, backup alarm, brakes (service and parking), steering, tilt and lift functions, and the deadman/seat switch; any defect must be reported and the truck tagged out.

  • Defects must be recorded in the maintenance log and reported to a supervisor; a truck with a safety-related defect must be locked out/tagged out and not operated until repaired.

  • Planned maintenance intervals follow the manufacturer's schedule (typically 250, 500, 1000 hour services); statutory lifting machinery inspections are separate and performed by a competent person.

  • Daily checks are recorded on a checklist signed by the operator; records support incident investigation and demonstrate due diligence under OSHA 1994.

Quick reference

Load Assessment, Handling and Load Charts

  • Load moment = load weight × load centre distance from the front face of the forks; the counterweight moment must exceed the load moment for stability.

  • Rated capacity applies at the stated load centre (commonly 600 mm) and stated lift height; if the actual load centre is greater, use the derating chart to find the reduced capacity.

  • Load centre is measured horizontally from the vertical face of the forks to the centre of gravity of the load; a load whose centre is further out reduces safe capacity.

  • To calculate capacity at a non-standard load centre: capacity at new centre = (rated capacity × rated load centre) ÷ new load centre, within the manufacturer's chart limits.

  • Never exceed the data plate capacity; attachments, pallets and off-centre loads count toward the total load, and the load must be stable and secured.

  • Load chart/data plate shows capacity at various load centres and lift heights; always read the plate on the specific truck, not a sister truck, because configurations differ.

  • Loads must be carried low (forks about 100–150 mm above ground) with mast tilted back; never travel with a raised load or with a load that obstructs forward view.

  • Check overhead clearance, door heights and floor load limits; distribute loads evenly on both forks and avoid lifting a load with only one fork or with the tips.

Quick reference

Safe Operating Procedures and Manoeuvring

  • Before moving: fasten seat belt, ensure load is secure and tilted back, forks lowered, horn tested, and mirrors/visibility checked; look in the direction of travel.

  • Travel in reverse when the load obstructs forward view, except when climbing a ramp; when climbing a ramp with a load, travel forks uphill (forward); when descending with a load, travel in reverse (forks uphill).

  • Speed limits: keep to site speed limits (commonly 10 km/h or less in warehouses, lower in pedestrian areas); reduce speed on turns, wet floors, ramps and blind corners.

  • Turning: slow down before the turn, keep the load low, and avoid sharp turns at speed because centrifugal force shifts the combined centre of gravity outward and can cause a lateral tip-over.

  • Ramps and slopes: never turn on a ramp, never park on a ramp, and keep the load on the uphill side; maximum gradient is specified by the manufacturer (often around 10%).

  • Docking and loading: approach trailers slowly, ensure the trailer is chocked or restrained, use dock locks or wheel chocks, and check trailer floor capacity before entering.

  • Never allow anyone to stand or walk under raised forks or a raised load; never use forks as a work platform unless a properly designed and secured safety cage is used.

  • Parking: park in a designated area, lower forks to the floor, tilt mast forward slightly, set parking brake, neutralise controls, remove key, and chock wheels on a slope.

Quick reference

Pedestrian Safety, Traffic Management and Site Hazards

  • Pedestrians have right of way in designated walkways; operators must sound the horn at blind corners, doorways and intersections and make eye contact before proceeding.

  • Pedestrian exclusion zones should be marked around operating areas; minimum separation is site-specific but a common rule is a 3 m exclusion radius from a moving truck.

  • Traffic management plans define one-way aisles, speed limits, pedestrian crossings, mirrors at blind corners, and designated parking and charging areas.

  • Never carry passengers on a forklift unless a designed passenger seat is fitted; never lift a person on the forks without a secured, rated safety cage and a risk assessment.

  • Site hazards include overhead power lines (maintain safe clearance, typically several metres), poor lighting, wet or oily floors, blind corners, racking damage, floor load limits and dock edges.

  • Racking and storage: check racking for damage, never climb racking, keep loads within racking capacity, and report damaged beams or uprights immediately.

  • Use mirrors, convex mirrors and proximity warning systems where fitted; high-visibility clothing is required for operators and pedestrians in shared areas.

  • Housekeeping: keep aisles clear, remove spills immediately, store loads squarely, and never block fire exits, extinguishers or emergency routes.

Quick reference

Refuelling, Recharging and Hazardous Conditions

  • LPG (LPG forklifts): refuel only in designated well-ventilated areas, no smoking or open flame, shut off engine, wear PPE (gloves and face shield), check for leaks with soap solution, and change cylinders with the valve closed.

  • Diesel/petrol: refuel with the engine off, no smoking, bond and earth containers where required, clean up spills, and keep a suitable fire extinguisher nearby.

  • Lead-acid battery charging: charge in a well-ventilated area because charging releases hydrogen gas (explosive at about 4% concentration in air); no smoking, sparks or open flame.

  • Battery handling: wear acid-resistant gloves, apron and face shield; eyewash and spill neutraliser must be available; add water only after charging and only to the specified level.

  • Battery charging: keep the charger off until the battery connector is plugged in, keep vent caps in place, and do not overcharge; disconnect the charger before unplugging the battery.

  • Never operate a forklift in a confined space or an area with flammable vapours unless it is rated for that atmosphere; LPG and diesel engines produce carbon monoxide, a colourless, odourless toxic gas.

  • Hazardous conditions: reduce speed on wet, icy or oily floors; avoid puddles with electric trucks; stop operation in high winds, poor visibility or lightning if site rules require.

  • Fire safety: know the location of extinguishers and exits; for a battery fire use a CO2 or dry powder extinguisher, not water on live electrical equipment.

Quick reference

Incident Response, Emergency Procedures and Accident Reporting

  • In an emergency: stop the truck safely, lower the load, apply the parking brake, switch off, and evacuate via the designated route to the assembly point; do not re-enter until declared safe.

  • Tip-over response: stay in the seat with the seat belt fastened, brace feet, hold the wheel, and lean away from the direction of the fall; do not jump, because the overhead guard can crush a person who jumps.

  • Fire response: raise the alarm, evacuate, and only attempt to fight a small fire if trained and it is safe to do so; use the correct extinguisher class (CO2/dry powder for electrical and flammable liquid fires).

  • Injury response: do not move a seriously injured person unless there is immediate danger; call for first aid and emergency services, and secure the scene.

  • Report all incidents, near misses and property damage to the supervisor immediately, no matter how minor; a near-miss report is a leading indicator that prevents recurrence.

  • Under OSHA 1994, the employer must notify DOSH of accidents causing death, serious injury or dangerous occurrence; keep the scene undisturbed until authorised, except to save life or prevent further harm.

  • Investigation: preserve evidence, take photographs, interview witnesses, and record the sequence of events; findings feed corrective actions and review of procedures.

  • Post-incident: the truck involved must be inspected and repaired before returning to service; operator retraining and refresher training may be required after an incident.

Quick reference

Load Assessment, Handling and Load Charts

  • Load moment = load weight × load centre distance from the front face of the forks; the counterweight moment must exceed the load moment for stability.

  • Rated capacity applies at the stated load centre (commonly 600 mm) and stated lift height; if the actual load centre is greater, use the derating chart to find the reduced capacity.

  • Load centre is measured horizontally from the vertical face of the forks to the centre of gravity of the load; a load whose centre is further out reduces safe capacity.

  • To calculate capacity at a non-standard load centre: capacity at new centre = (rated capacity × rated load centre) ÷ new load centre, within the manufacturer's chart limits.

  • Never exceed the data plate capacity; attachments, pallets and off-centre loads count toward the total load, and the load must be stable and secured.

  • Load chart/data plate shows capacity at various load centres and lift heights; always read the plate on the specific truck, not a sister truck, because configurations differ.

  • Loads must be carried low (forks about 100–150 mm above ground) with mast tilted back; never travel with a raised load or with a load that obstructs forward view.

  • Check overhead clearance, door heights and floor load limits; distribute loads evenly on both forks and avoid lifting a load with only one fork or with the tips.

Quick reference

Safe Operating Procedures and Manoeuvring

  • Before moving: fasten seat belt, ensure load is secure and tilted back, forks lowered, horn tested, and mirrors/visibility checked; look in the direction of travel.

  • Travel in reverse when the load obstructs forward view, except when climbing a ramp; when climbing a ramp with a load, travel forks uphill (forward); when descending with a load, travel in reverse (forks uphill).

  • Speed limits: keep to site speed limits (commonly 10 km/h or less in warehouses, lower in pedestrian areas); reduce speed on turns, wet floors, ramps and blind corners.

  • Turning: slow down before the turn, keep the load low, and avoid sharp turns at speed because centrifugal force shifts the combined centre of gravity outward and can cause a lateral tip-over.

  • Ramps and slopes: never turn on a ramp, never park on a ramp, and keep the load on the uphill side; maximum gradient is specified by the manufacturer (often around 10%).

  • Docking and loading: approach trailers slowly, ensure the trailer is chocked or restrained, use dock locks or wheel chocks, and check trailer floor capacity before entering.

  • Never allow anyone to stand or walk under raised forks or a raised load; never use forks as a work platform unless a properly designed and secured safety cage is used.

  • Parking: park in a designated area, lower forks to the floor, tilt mast forward slightly, set parking brake, neutralise controls, remove key, and chock wheels on a slope.

Quick reference

Pedestrian Safety, Traffic Management and Site Hazards

  • Pedestrians have right of way in designated walkways; operators must sound the horn at blind corners, doorways and intersections and make eye contact before proceeding.

  • Pedestrian exclusion zones should be marked around operating areas; minimum separation is site-specific but a common rule is a 3 m exclusion radius from a moving truck.

  • Traffic management plans define one-way aisles, speed limits, pedestrian crossings, mirrors at blind corners, and designated parking and charging areas.

  • Never carry passengers on a forklift unless a designed passenger seat is fitted; never lift a person on the forks without a secured, rated safety cage and a risk assessment.

  • Site hazards include overhead power lines (maintain safe clearance, typically several metres), poor lighting, wet or oily floors, blind corners, racking damage, floor load limits and dock edges.

  • Racking and storage: check racking for damage, never climb racking, keep loads within racking capacity, and report damaged beams or uprights immediately.

  • Use mirrors, convex mirrors and proximity warning systems where fitted; high-visibility clothing is required for operators and pedestrians in shared areas.

  • Housekeeping: keep aisles clear, remove spills immediately, store loads squarely, and never block fire exits, extinguishers or emergency routes.

Quick reference

Refuelling, Recharging and Hazardous Conditions

  • LPG (LPG forklifts): refuel only in designated well-ventilated areas, no smoking or open flame, shut off engine, wear PPE (gloves and face shield), check for leaks with soap solution, and change cylinders with the valve closed.

  • Diesel/petrol: refuel with the engine off, no smoking, bond and earth containers where required, clean up spills, and keep a suitable fire extinguisher nearby.

  • Lead-acid battery charging: charge in a well-ventilated area because charging releases hydrogen gas (explosive at about 4% concentration in air); no smoking, sparks or open flame.

  • Battery handling: wear acid-resistant gloves, apron and face shield; eyewash and spill neutraliser must be available; add water only after charging and only to the specified level.

  • Battery charging: keep the charger off until the battery connector is plugged in, keep vent caps in place, and do not overcharge; disconnect the charger before unplugging the battery.

  • Never operate a forklift in a confined space or an area with flammable vapours unless it is rated for that atmosphere; LPG and diesel engines produce carbon monoxide, a colourless, odourless toxic gas.

  • Hazardous conditions: reduce speed on wet, icy or oily floors; avoid puddles with electric trucks; stop operation in high winds, poor visibility or lightning if site rules require.

  • Fire safety: know the location of extinguishers and exits; for a battery fire use a CO2 or dry powder extinguisher, not water on live electrical equipment.

Quick reference

Incident Response, Emergency Procedures and Accident Reporting

  • In an emergency: stop the truck safely, lower the load, apply the parking brake, switch off, and evacuate via the designated route to the assembly point; do not re-enter until declared safe.

  • Tip-over response: stay in the seat with the seat belt fastened, brace feet, hold the wheel, and lean away from the direction of the fall; do not jump, because the overhead guard can crush a person who jumps.

  • Fire response: raise the alarm, evacuate, and only attempt to fight a small fire if trained and it is safe to do so; use the correct extinguisher class (CO2/dry powder for electrical and flammable liquid fires).

  • Injury response: do not move a seriously injured person unless there is immediate danger; call for first aid and emergency services, and secure the scene.

  • Report all incidents, near misses and property damage to the supervisor immediately, no matter how minor; a near-miss report is a leading indicator that prevents recurrence.

  • Under OSHA 1994, the employer must notify DOSH of accidents causing death, serious injury or dangerous occurrence; keep the scene undisturbed until authorised, except to save life or prevent further harm.

  • Investigation: preserve evidence, take photographs, interview witnesses, and record the sequence of events; findings feed corrective actions and review of procedures.

  • Post-incident: the truck involved must be inspected and repaired before returning to service; operator retraining and refresher training may be required after an incident.

Quick reference

Legislation, Regulations and Operator Responsibilities

  • DOSH (Department of Occupational Safety and Health) administers the Occupational Safety and Health Act 1994 (Act 514) in Malaysia; forklift operation falls under its general duties and the Factories and Machinery Act 1967 (FMA) for lifting machinery.

  • Section 15 OSHA 1994: employer must ensure safety of employees at work so far as practicable; Section 24: employee must take reasonable care of self and others and cooperate with safety measures.

  • Under FMA 1967 and its regulations, powered industrial trucks used for lifting are classed as lifting machinery requiring a certificate of fitness and periodic inspection by a DOSH-registered competent person.

  • Operators must hold a valid competency certificate/authorisation issued by the employer or a recognised training provider; operating without authorisation is a breach of employer and employee duties.

  • Employees have the right to refuse unsafe work and to be informed of hazards; retaliation for raising safety concerns is prohibited under OSHA 1994.

  • Section 21 OSHA 1994 requires employers to notify DOSH of accidents, dangerous occurrences, occupational poisoning and diseases; failure to report is an offence.

  • Penalties under OSHA 1994 include fines and imprisonment; general duty breaches can attract fines up to RM50,000 or imprisonment up to 2 years, or both (verify current figures against the Act).

  • Records of operator training, authorisation and inspection must be kept and made available to DOSH inspectors on request; obstruction of an inspector is an offence.

Quick reference

Forklift Types, Components and Stability Principles

  • Counterbalance forklifts use a heavy rear counterweight to offset the load moment; the load plus fork carriage acts as a lever about the front axle, so stability depends on the combined centre of gravity staying within the stability triangle.

  • The stability triangle is formed by the centre of the steer axle and the two front wheels; the combined centre of gravity (truck + load) must project inside this triangle for the truck to remain stable.

  • Longitudinal stability is limited by the load moment about the front axle versus the counterweight moment; lateral stability is limited by the wheelbase width and the height of the combined centre of gravity.

  • Rated capacity is specified at a stated load centre (commonly 600 mm or 24 in) and a stated lift height; capacity decreases as load centre distance or lift height increases.

  • Mast types: simplex (2-stage, limited free lift), duplex (2-stage with free lift), triplex (3-stage, high lift with free lift) and quad (4-stage); free lift allows lifting without exceeding overall collapsed height.

  • Key components: mast, carriage, forks, lift chains, hydraulic cylinders, overhead guard (FOPS), backrest extension, counterweight, steer axle, drive axle, and the data plate/load chart.

  • Attachments (side shift, rotator, clamp, extension forks) change the load centre and add weight, reducing rated capacity; the truck must be derated per the attachment manufacturer's plate.

  • Electric, LPG, diesel and petrol trucks differ in power source, ventilation needs and refuelling/recharging hazards; reach trucks and order pickers have different stability envelopes from counterbalance trucks.

Quick reference

Pre-Operation Inspection and Maintenance Checks

  • Pre-shift inspection covers: tyres and wheels, forks and fork heels for cracks/wear, mast and chains (tension, lubrication, elongation), hydraulic hoses and cylinders for leaks, overhead guard and backrest, seat and seat belt, horn, lights, brakes, steering, and parking brake.

  • Fluid checks: engine oil, coolant, hydraulic oil, fuel level, battery electrolyte (for lead-acid), and transmission fluid where applicable; top up only to specified levels and use the correct grade.

  • Fork heel wear limit: heel thickness must not be reduced by more than 10% of original thickness; forks with cracks, bends or excessive wear must be taken out of service.

  • Lift chain inspection: check for equal tension, twisted or damaged links, corrosion, and elongation beyond manufacturer's limit; chains must be lubricated per schedule and never adjusted by unqualified persons.

  • Functional tests before use: horn, lights, backup alarm, brakes (service and parking), steering, tilt and lift functions, and the deadman/seat switch; any defect must be reported and the truck tagged out.

  • Defects must be recorded in the maintenance log and reported to a supervisor; a truck with a safety-related defect must be locked out/tagged out and not operated until repaired.

  • Planned maintenance intervals follow the manufacturer's schedule (typically 250, 500, 1000 hour services); statutory lifting machinery inspections are separate and performed by a competent person.

  • Daily checks are recorded on a checklist signed by the operator; records support incident investigation and demonstrate due diligence under OSHA 1994.

Quick reference

Load Assessment, Handling and Load Charts

  • Load moment = load weight × load centre distance from the front face of the forks; the counterweight moment must exceed the load moment for stability.

  • Rated capacity applies at the stated load centre (commonly 600 mm) and stated lift height; if the actual load centre is greater, use the derating chart to find the reduced capacity.

  • Load centre is measured horizontally from the vertical face of the forks to the centre of gravity of the load; a load whose centre is further out reduces safe capacity.

  • To calculate capacity at a non-standard load centre: capacity at new centre = (rated capacity × rated load centre) ÷ new load centre, within the manufacturer's chart limits.

  • Never exceed the data plate capacity; attachments, pallets and off-centre loads count toward the total load, and the load must be stable and secured.

  • Load chart/data plate shows capacity at various load centres and lift heights; always read the plate on the specific truck, not a sister truck, because configurations differ.

  • Loads must be carried low (forks about 100–150 mm above ground) with mast tilted back; never travel with a raised load or with a load that obstructs forward view.

  • Check overhead clearance, door heights and floor load limits; distribute loads evenly on both forks and avoid lifting a load with only one fork or with the tips.

Quick reference

Safe Operating Procedures and Manoeuvring

  • Before moving: fasten seat belt, ensure load is secure and tilted back, forks lowered, horn tested, and mirrors/visibility checked; look in the direction of travel.

  • Travel in reverse when the load obstructs forward view, except when climbing a ramp; when climbing a ramp with a load, travel forks uphill (forward); when descending with a load, travel in reverse (forks uphill).

  • Speed limits: keep to site speed limits (commonly 10 km/h or less in warehouses, lower in pedestrian areas); reduce speed on turns, wet floors, ramps and blind corners.

  • Turning: slow down before the turn, keep the load low, and avoid sharp turns at speed because centrifugal force shifts the combined centre of gravity outward and can cause a lateral tip-over.

  • Ramps and slopes: never turn on a ramp, never park on a ramp, and keep the load on the uphill side; maximum gradient is specified by the manufacturer (often around 10%).

  • Docking and loading: approach trailers slowly, ensure the trailer is chocked or restrained, use dock locks or wheel chocks, and check trailer floor capacity before entering.

  • Never allow anyone to stand or walk under raised forks or a raised load; never use forks as a work platform unless a properly designed and secured safety cage is used.

  • Parking: park in a designated area, lower forks to the floor, tilt mast forward slightly, set parking brake, neutralise controls, remove key, and chock wheels on a slope.

Quick reference

Pedestrian Safety, Traffic Management and Site Hazards

  • Pedestrians have right of way in designated walkways; operators must sound the horn at blind corners, doorways and intersections and make eye contact before proceeding.

  • Pedestrian exclusion zones should be marked around operating areas; minimum separation is site-specific but a common rule is a 3 m exclusion radius from a moving truck.

  • Traffic management plans define one-way aisles, speed limits, pedestrian crossings, mirrors at blind corners, and designated parking and charging areas.

  • Never carry passengers on a forklift unless a designed passenger seat is fitted; never lift a person on the forks without a secured, rated safety cage and a risk assessment.

  • Site hazards include overhead power lines (maintain safe clearance, typically several metres), poor lighting, wet or oily floors, blind corners, racking damage, floor load limits and dock edges.

  • Racking and storage: check racking for damage, never climb racking, keep loads within racking capacity, and report damaged beams or uprights immediately.

  • Use mirrors, convex mirrors and proximity warning systems where fitted; high-visibility clothing is required for operators and pedestrians in shared areas.

  • Housekeeping: keep aisles clear, remove spills immediately, store loads squarely, and never block fire exits, extinguishers or emergency routes.

Quick reference

Refuelling, Recharging and Hazardous Conditions

  • LPG (LPG forklifts): refuel only in designated well-ventilated areas, no smoking or open flame, shut off engine, wear PPE (gloves and face shield), check for leaks with soap solution, and change cylinders with the valve closed.

  • Diesel/petrol: refuel with the engine off, no smoking, bond and earth containers where required, clean up spills, and keep a suitable fire extinguisher nearby.

  • Lead-acid battery charging: charge in a well-ventilated area because charging releases hydrogen gas (explosive at about 4% concentration in air); no smoking, sparks or open flame.

  • Battery handling: wear acid-resistant gloves, apron and face shield; eyewash and spill neutraliser must be available; add water only after charging and only to the specified level.

  • Battery charging: keep the charger off until the battery connector is plugged in, keep vent caps in place, and do not overcharge; disconnect the charger before unplugging the battery.

  • Never operate a forklift in a confined space or an area with flammable vapours unless it is rated for that atmosphere; LPG and diesel engines produce carbon monoxide, a colourless, odourless toxic gas.

  • Hazardous conditions: reduce speed on wet, icy or oily floors; avoid puddles with electric trucks; stop operation in high winds, poor visibility or lightning if site rules require.

  • Fire safety: know the location of extinguishers and exits; for a battery fire use a CO2 or dry powder extinguisher, not water on live electrical equipment.

Quick reference

Incident Response, Emergency Procedures and Accident Reporting

  • In an emergency: stop the truck safely, lower the load, apply the parking brake, switch off, and evacuate via the designated route to the assembly point; do not re-enter until declared safe.

  • Tip-over response: stay in the seat with the seat belt fastened, brace feet, hold the wheel, and lean away from the direction of the fall; do not jump, because the overhead guard can crush a person who jumps.

  • Fire response: raise the alarm, evacuate, and only attempt to fight a small fire if trained and it is safe to do so; use the correct extinguisher class (CO2/dry powder for electrical and flammable liquid fires).

  • Injury response: do not move a seriously injured person unless there is immediate danger; call for first aid and emergency services, and secure the scene.

  • Report all incidents, near misses and property damage to the supervisor immediately, no matter how minor; a near-miss report is a leading indicator that prevents recurrence.

  • Under OSHA 1994, the employer must notify DOSH of accidents causing death, serious injury or dangerous occurrence; keep the scene undisturbed until authorised, except to save life or prevent further harm.

  • Investigation: preserve evidence, take photographs, interview witnesses, and record the sequence of events; findings feed corrective actions and review of procedures.

  • Post-incident: the truck involved must be inspected and repaired before returning to service; operator retraining and refresher training may be required after an incident.

Quick reference

Legislation, Regulations and Operator Responsibilities

  • DOSH (Department of Occupational Safety and Health) administers the Occupational Safety and Health Act 1994 (Act 514) in Malaysia; forklift operation falls under its general duties and the Factories and Machinery Act 1967 (FMA) for lifting machinery.

  • Section 15 OSHA 1994: employer must ensure safety of employees at work so far as practicable; Section 24: employee must take reasonable care of self and others and cooperate with safety measures.

  • Under FMA 1967 and its regulations, powered industrial trucks used for lifting are classed as lifting machinery requiring a certificate of fitness and periodic inspection by a DOSH-registered competent person.

  • Operators must hold a valid competency certificate/authorisation issued by the employer or a recognised training provider; operating without authorisation is a breach of employer and employee duties.

  • Employees have the right to refuse unsafe work and to be informed of hazards; retaliation for raising safety concerns is prohibited under OSHA 1994.

  • Section 21 OSHA 1994 requires employers to notify DOSH of accidents, dangerous occurrences, occupational poisoning and diseases; failure to report is an offence.

  • Penalties under OSHA 1994 include fines and imprisonment; general duty breaches can attract fines up to RM50,000 or imprisonment up to 2 years, or both (verify current figures against the Act).

  • Records of operator training, authorisation and inspection must be kept and made available to DOSH inspectors on request; obstruction of an inspector is an offence.

Quick reference

Forklift Types, Components and Stability Principles

  • Counterbalance forklifts use a heavy rear counterweight to offset the load moment; the load plus fork carriage acts as a lever about the front axle, so stability depends on the combined centre of gravity staying within the stability triangle.

  • The stability triangle is formed by the centre of the steer axle and the two front wheels; the combined centre of gravity (truck + load) must project inside this triangle for the truck to remain stable.

  • Longitudinal stability is limited by the load moment about the front axle versus the counterweight moment; lateral stability is limited by the wheelbase width and the height of the combined centre of gravity.

  • Rated capacity is specified at a stated load centre (commonly 600 mm or 24 in) and a stated lift height; capacity decreases as load centre distance or lift height increases.

  • Mast types: simplex (2-stage, limited free lift), duplex (2-stage with free lift), triplex (3-stage, high lift with free lift) and quad (4-stage); free lift allows lifting without exceeding overall collapsed height.

  • Key components: mast, carriage, forks, lift chains, hydraulic cylinders, overhead guard (FOPS), backrest extension, counterweight, steer axle, drive axle, and the data plate/load chart.

  • Attachments (side shift, rotator, clamp, extension forks) change the load centre and add weight, reducing rated capacity; the truck must be derated per the attachment manufacturer's plate.

  • Electric, LPG, diesel and petrol trucks differ in power source, ventilation needs and refuelling/recharging hazards; reach trucks and order pickers have different stability envelopes from counterbalance trucks.

Quick reference

Pre-Operation Inspection and Maintenance Checks

  • Pre-shift inspection covers: tyres and wheels, forks and fork heels for cracks/wear, mast and chains (tension, lubrication, elongation), hydraulic hoses and cylinders for leaks, overhead guard and backrest, seat and seat belt, horn, lights, brakes, steering, and parking brake.

  • Fluid checks: engine oil, coolant, hydraulic oil, fuel level, battery electrolyte (for lead-acid), and transmission fluid where applicable; top up only to specified levels and use the correct grade.

  • Fork heel wear limit: heel thickness must not be reduced by more than 10% of original thickness; forks with cracks, bends or excessive wear must be taken out of service.

  • Lift chain inspection: check for equal tension, twisted or damaged links, corrosion, and elongation beyond manufacturer's limit; chains must be lubricated per schedule and never adjusted by unqualified persons.

  • Functional tests before use: horn, lights, backup alarm, brakes (service and parking), steering, tilt and lift functions, and the deadman/seat switch; any defect must be reported and the truck tagged out.

  • Defects must be recorded in the maintenance log and reported to a supervisor; a truck with a safety-related defect must be locked out/tagged out and not operated until repaired.

  • Planned maintenance intervals follow the manufacturer's schedule (typically 250, 500, 1000 hour services); statutory lifting machinery inspections are separate and performed by a competent person.

  • Daily checks are recorded on a checklist signed by the operator; records support incident investigation and demonstrate due diligence under OSHA 1994.

Quick reference

Load Assessment, Handling and Load Charts

  • Load moment = load weight × load centre distance from the front face of the forks; the counterweight moment must exceed the load moment for stability.

  • Rated capacity applies at the stated load centre (commonly 600 mm) and stated lift height; if the actual load centre is greater, use the derating chart to find the reduced capacity.

  • Load centre is measured horizontally from the vertical face of the forks to the centre of gravity of the load; a load whose centre is further out reduces safe capacity.

  • To calculate capacity at a non-standard load centre: capacity at new centre = (rated capacity × rated load centre) ÷ new load centre, within the manufacturer's chart limits.

  • Never exceed the data plate capacity; attachments, pallets and off-centre loads count toward the total load, and the load must be stable and secured.

  • Load chart/data plate shows capacity at various load centres and lift heights; always read the plate on the specific truck, not a sister truck, because configurations differ.

  • Loads must be carried low (forks about 100–150 mm above ground) with mast tilted back; never travel with a raised load or with a load that obstructs forward view.

  • Check overhead clearance, door heights and floor load limits; distribute loads evenly on both forks and avoid lifting a load with only one fork or with the tips.

Quick reference

Safe Operating Procedures and Manoeuvring

  • Before moving: fasten seat belt, ensure load is secure and tilted back, forks lowered, horn tested, and mirrors/visibility checked; look in the direction of travel.

  • Travel in reverse when the load obstructs forward view, except when climbing a ramp; when climbing a ramp with a load, travel forks uphill (forward); when descending with a load, travel in reverse (forks uphill).

  • Speed limits: keep to site speed limits (commonly 10 km/h or less in warehouses, lower in pedestrian areas); reduce speed on turns, wet floors, ramps and blind corners.

  • Turning: slow down before the turn, keep the load low, and avoid sharp turns at speed because centrifugal force shifts the combined centre of gravity outward and can cause a lateral tip-over.

  • Ramps and slopes: never turn on a ramp, never park on a ramp, and keep the load on the uphill side; maximum gradient is specified by the manufacturer (often around 10%).

  • Docking and loading: approach trailers slowly, ensure the trailer is chocked or restrained, use dock locks or wheel chocks, and check trailer floor capacity before entering.

  • Never allow anyone to stand or walk under raised forks or a raised load; never use forks as a work platform unless a properly designed and secured safety cage is used.

  • Parking: park in a designated area, lower forks to the floor, tilt mast forward slightly, set parking brake, neutralise controls, remove key, and chock wheels on a slope.

Quick reference

Pedestrian Safety, Traffic Management and Site Hazards

  • Pedestrians have right of way in designated walkways; operators must sound the horn at blind corners, doorways and intersections and make eye contact before proceeding.

  • Pedestrian exclusion zones should be marked around operating areas; minimum separation is site-specific but a common rule is a 3 m exclusion radius from a moving truck.

  • Traffic management plans define one-way aisles, speed limits, pedestrian crossings, mirrors at blind corners, and designated parking and charging areas.

  • Never carry passengers on a forklift unless a designed passenger seat is fitted; never lift a person on the forks without a secured, rated safety cage and a risk assessment.

  • Site hazards include overhead power lines (maintain safe clearance, typically several metres), poor lighting, wet or oily floors, blind corners, racking damage, floor load limits and dock edges.

  • Racking and storage: check racking for damage, never climb racking, keep loads within racking capacity, and report damaged beams or uprights immediately.

  • Use mirrors, convex mirrors and proximity warning systems where fitted; high-visibility clothing is required for operators and pedestrians in shared areas.

  • Housekeeping: keep aisles clear, remove spills immediately, store loads squarely, and never block fire exits, extinguishers or emergency routes.

Quick reference

Refuelling, Recharging and Hazardous Conditions

  • LPG (LPG forklifts): refuel only in designated well-ventilated areas, no smoking or open flame, shut off engine, wear PPE (gloves and face shield), check for leaks with soap solution, and change cylinders with the valve closed.

  • Diesel/petrol: refuel with the engine off, no smoking, bond and earth containers where required, clean up spills, and keep a suitable fire extinguisher nearby.

  • Lead-acid battery charging: charge in a well-ventilated area because charging releases hydrogen gas (explosive at about 4% concentration in air); no smoking, sparks or open flame.

  • Battery handling: wear acid-resistant gloves, apron and face shield; eyewash and spill neutraliser must be available; add water only after charging and only to the specified level.

  • Battery charging: keep the charger off until the battery connector is plugged in, keep vent caps in place, and do not overcharge; disconnect the charger before unplugging the battery.

  • Never operate a forklift in a confined space or an area with flammable vapours unless it is rated for that atmosphere; LPG and diesel engines produce carbon monoxide, a colourless, odourless toxic gas.

  • Hazardous conditions: reduce speed on wet, icy or oily floors; avoid puddles with electric trucks; stop operation in high winds, poor visibility or lightning if site rules require.

  • Fire safety: know the location of extinguishers and exits; for a battery fire use a CO2 or dry powder extinguisher, not water on live electrical equipment.

Quick reference

Incident Response, Emergency Procedures and Accident Reporting

  • In an emergency: stop the truck safely, lower the load, apply the parking brake, switch off, and evacuate via the designated route to the assembly point; do not re-enter until declared safe.

  • Tip-over response: stay in the seat with the seat belt fastened, brace feet, hold the wheel, and lean away from the direction of the fall; do not jump, because the overhead guard can crush a person who jumps.

  • Fire response: raise the alarm, evacuate, and only attempt to fight a small fire if trained and it is safe to do so; use the correct extinguisher class (CO2/dry powder for electrical and flammable liquid fires).

  • Injury response: do not move a seriously injured person unless there is immediate danger; call for first aid and emergency services, and secure the scene.

  • Report all incidents, near misses and property damage to the supervisor immediately, no matter how minor; a near-miss report is a leading indicator that prevents recurrence.

  • Under OSHA 1994, the employer must notify DOSH of accidents causing death, serious injury or dangerous occurrence; keep the scene undisturbed until authorised, except to save life or prevent further harm.

  • Investigation: preserve evidence, take photographs, interview witnesses, and record the sequence of events; findings feed corrective actions and review of procedures.

  • Post-incident: the truck involved must be inspected and repaired before returning to service; operator retraining and refresher training may be required after an incident.

Quick reference

Legislation, Regulations and Operator Responsibilities

  • DOSH (Department of Occupational Safety and Health) administers the Occupational Safety and Health Act 1994 (Act 514) in Malaysia; forklift operation falls under its general duties and the Factories and Machinery Act 1967 (FMA) for lifting machinery.

  • Section 15 OSHA 1994: employer must ensure safety of employees at work so far as practicable; Section 24: employee must take reasonable care of self and others and cooperate with safety measures.

  • Under FMA 1967 and its regulations, powered industrial trucks used for lifting are classed as lifting machinery requiring a certificate of fitness and periodic inspection by a DOSH-registered competent person.

  • Operators must hold a valid competency certificate/authorisation issued by the employer or a recognised training provider; operating without authorisation is a breach of employer and employee duties.

  • Employees have the right to refuse unsafe work and to be informed of hazards; retaliation for raising safety concerns is prohibited under OSHA 1994.

  • Section 21 OSHA 1994 requires employers to notify DOSH of accidents, dangerous occurrences, occupational poisoning and diseases; failure to report is an offence.

  • Penalties under OSHA 1994 include fines and imprisonment; general duty breaches can attract fines up to RM50,000 or imprisonment up to 2 years, or both (verify current figures against the Act).

  • Records of operator training, authorisation and inspection must be kept and made available to DOSH inspectors on request; obstruction of an inspector is an offence.

Quick reference

Forklift Types, Components and Stability Principles

  • Counterbalance forklifts use a heavy rear counterweight to offset the load moment; the load plus fork carriage acts as a lever about the front axle, so stability depends on the combined centre of gravity staying within the stability triangle.

  • The stability triangle is formed by the centre of the steer axle and the two front wheels; the combined centre of gravity (truck + load) must project inside this triangle for the truck to remain stable.

  • Longitudinal stability is limited by the load moment about the front axle versus the counterweight moment; lateral stability is limited by the wheelbase width and the height of the combined centre of gravity.

  • Rated capacity is specified at a stated load centre (commonly 600 mm or 24 in) and a stated lift height; capacity decreases as load centre distance or lift height increases.

  • Mast types: simplex (2-stage, limited free lift), duplex (2-stage with free lift), triplex (3-stage, high lift with free lift) and quad (4-stage); free lift allows lifting without exceeding overall collapsed height.

  • Key components: mast, carriage, forks, lift chains, hydraulic cylinders, overhead guard (FOPS), backrest extension, counterweight, steer axle, drive axle, and the data plate/load chart.

  • Attachments (side shift, rotator, clamp, extension forks) change the load centre and add weight, reducing rated capacity; the truck must be derated per the attachment manufacturer's plate.

  • Electric, LPG, diesel and petrol trucks differ in power source, ventilation needs and refuelling/recharging hazards; reach trucks and order pickers have different stability envelopes from counterbalance trucks.

Quick reference

Pre-Operation Inspection and Maintenance Checks

  • Pre-shift inspection covers: tyres and wheels, forks and fork heels for cracks/wear, mast and chains (tension, lubrication, elongation), hydraulic hoses and cylinders for leaks, overhead guard and backrest, seat and seat belt, horn, lights, brakes, steering, and parking brake.

  • Fluid checks: engine oil, coolant, hydraulic oil, fuel level, battery electrolyte (for lead-acid), and transmission fluid where applicable; top up only to specified levels and use the correct grade.

  • Fork heel wear limit: heel thickness must not be reduced by more than 10% of original thickness; forks with cracks, bends or excessive wear must be taken out of service.

  • Lift chain inspection: check for equal tension, twisted or damaged links, corrosion, and elongation beyond manufacturer's limit; chains must be lubricated per schedule and never adjusted by unqualified persons.

  • Functional tests before use: horn, lights, backup alarm, brakes (service and parking), steering, tilt and lift functions, and the deadman/seat switch; any defect must be reported and the truck tagged out.

  • Defects must be recorded in the maintenance log and reported to a supervisor; a truck with a safety-related defect must be locked out/tagged out and not operated until repaired.

  • Planned maintenance intervals follow the manufacturer's schedule (typically 250, 500, 1000 hour services); statutory lifting machinery inspections are separate and performed by a competent person.

  • Daily checks are recorded on a checklist signed by the operator; records support incident investigation and demonstrate due diligence under OSHA 1994.

Quick reference

Load Assessment, Handling and Load Charts

  • Load moment = load weight × load centre distance from the front face of the forks; the counterweight moment must exceed the load moment for stability.

  • Rated capacity applies at the stated load centre (commonly 600 mm) and stated lift height; if the actual load centre is greater, use the derating chart to find the reduced capacity.

  • Load centre is measured horizontally from the vertical face of the forks to the centre of gravity of the load; a load whose centre is further out reduces safe capacity.

  • To calculate capacity at a non-standard load centre: capacity at new centre = (rated capacity × rated load centre) ÷ new load centre, within the manufacturer's chart limits.

  • Never exceed the data plate capacity; attachments, pallets and off-centre loads count toward the total load, and the load must be stable and secured.

  • Load chart/data plate shows capacity at various load centres and lift heights; always read the plate on the specific truck, not a sister truck, because configurations differ.

  • Loads must be carried low (forks about 100–150 mm above ground) with mast tilted back; never travel with a raised load or with a load that obstructs forward view.

  • Check overhead clearance, door heights and floor load limits; distribute loads evenly on both forks and avoid lifting a load with only one fork or with the tips.

Quick reference

Safe Operating Procedures and Manoeuvring

  • Before moving: fasten seat belt, ensure load is secure and tilted back, forks lowered, horn tested, and mirrors/visibility checked; look in the direction of travel.

  • Travel in reverse when the load obstructs forward view, except when climbing a ramp; when climbing a ramp with a load, travel forks uphill (forward); when descending with a load, travel in reverse (forks uphill).

  • Speed limits: keep to site speed limits (commonly 10 km/h or less in warehouses, lower in pedestrian areas); reduce speed on turns, wet floors, ramps and blind corners.

  • Turning: slow down before the turn, keep the load low, and avoid sharp turns at speed because centrifugal force shifts the combined centre of gravity outward and can cause a lateral tip-over.

  • Ramps and slopes: never turn on a ramp, never park on a ramp, and keep the load on the uphill side; maximum gradient is specified by the manufacturer (often around 10%).

  • Docking and loading: approach trailers slowly, ensure the trailer is chocked or restrained, use dock locks or wheel chocks, and check trailer floor capacity before entering.

  • Never allow anyone to stand or walk under raised forks or a raised load; never use forks as a work platform unless a properly designed and secured safety cage is used.

  • Parking: park in a designated area, lower forks to the floor, tilt mast forward slightly, set parking brake, neutralise controls, remove key, and chock wheels on a slope.

Quick reference

Pedestrian Safety, Traffic Management and Site Hazards

  • Pedestrians have right of way in designated walkways; operators must sound the horn at blind corners, doorways and intersections and make eye contact before proceeding.

  • Pedestrian exclusion zones should be marked around operating areas; minimum separation is site-specific but a common rule is a 3 m exclusion radius from a moving truck.

  • Traffic management plans define one-way aisles, speed limits, pedestrian crossings, mirrors at blind corners, and designated parking and charging areas.

  • Never carry passengers on a forklift unless a designed passenger seat is fitted; never lift a person on the forks without a secured, rated safety cage and a risk assessment.

  • Site hazards include overhead power lines (maintain safe clearance, typically several metres), poor lighting, wet or oily floors, blind corners, racking damage, floor load limits and dock edges.

  • Racking and storage: check racking for damage, never climb racking, keep loads within racking capacity, and report damaged beams or uprights immediately.

  • Use mirrors, convex mirrors and proximity warning systems where fitted; high-visibility clothing is required for operators and pedestrians in shared areas.

  • Housekeeping: keep aisles clear, remove spills immediately, store loads squarely, and never block fire exits, extinguishers or emergency routes.

Quick reference

Refuelling, Recharging and Hazardous Conditions

  • LPG (LPG forklifts): refuel only in designated well-ventilated areas, no smoking or open flame, shut off engine, wear PPE (gloves and face shield), check for leaks with soap solution, and change cylinders with the valve closed.

  • Diesel/petrol: refuel with the engine off, no smoking, bond and earth containers where required, clean up spills, and keep a suitable fire extinguisher nearby.

  • Lead-acid battery charging: charge in a well-ventilated area because charging releases hydrogen gas (explosive at about 4% concentration in air); no smoking, sparks or open flame.

  • Battery handling: wear acid-resistant gloves, apron and face shield; eyewash and spill neutraliser must be available; add water only after charging and only to the specified level.

  • Battery charging: keep the charger off until the battery connector is plugged in, keep vent caps in place, and do not overcharge; disconnect the charger before unplugging the battery.

  • Never operate a forklift in a confined space or an area with flammable vapours unless it is rated for that atmosphere; LPG and diesel engines produce carbon monoxide, a colourless, odourless toxic gas.

  • Hazardous conditions: reduce speed on wet, icy or oily floors; avoid puddles with electric trucks; stop operation in high winds, poor visibility or lightning if site rules require.

  • Fire safety: know the location of extinguishers and exits; for a battery fire use a CO2 or dry powder extinguisher, not water on live electrical equipment.

Quick reference

Incident Response, Emergency Procedures and Accident Reporting

  • In an emergency: stop the truck safely, lower the load, apply the parking brake, switch off, and evacuate via the designated route to the assembly point; do not re-enter until declared safe.

  • Tip-over response: stay in the seat with the seat belt fastened, brace feet, hold the wheel, and lean away from the direction of the fall; do not jump, because the overhead guard can crush a person who jumps.

  • Fire response: raise the alarm, evacuate, and only attempt to fight a small fire if trained and it is safe to do so; use the correct extinguisher class (CO2/dry powder for electrical and flammable liquid fires).

  • Injury response: do not move a seriously injured person unless there is immediate danger; call for first aid and emergency services, and secure the scene.

  • Report all incidents, near misses and property damage to the supervisor immediately, no matter how minor; a near-miss report is a leading indicator that prevents recurrence.

  • Under OSHA 1994, the employer must notify DOSH of accidents causing death, serious injury or dangerous occurrence; keep the scene undisturbed until authorised, except to save life or prevent further harm.

  • Investigation: preserve evidence, take photographs, interview witnesses, and record the sequence of events; findings feed corrective actions and review of procedures.

  • Post-incident: the truck involved must be inspected and repaired before returning to service; operator retraining and refresher training may be required after an incident.