DOSH Forklift Operator cheat sheet
DOSH Forklift Operator · Keep the key ideas within reach.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.