Electric Counterbalance Forklift Pre-Shift Inspection Procedure

Step-by-step safety and compliance guide for electric forklifts in warehouses and distribution centers.

Key Pre-Shift Testing Procedures

Follow these specific procedures when conducting pre-shift inspection of your electric counterbalance forklift. These steps ensure all critical safety and operational functions are properly tested.

Brake Testing Procedure

  • Start in a clear, open area with no obstructions
  • Test service brakes by moving forward at moderate speed and stopping
  • Verify stopping distance is reasonable and forklift stops in straight line
  • Test parking brake by engaging on slight incline if possible
  • Verify emergency brake function if equipped
  • Check for brake pedal free play and firmness

Hydraulic System Testing

  • Raise forks unloaded to full height gradually
  • Hold at maximum height for 30 seconds to check for drift
  • Lower forks slowly to floor level
  • Test tilt function fully forward and backward
  • Test side-shift (if equipped) in both directions
  • Check for unusual noises or jerky movements

Steering System Check

  • Turn steering wheel fully in both directions while stationary
  • Check for excessive play in steering wheel (not more than 1-2 inches)
  • Drive forward slowly while turning to verify responsive steering
  • Test steering in reverse direction
  • Listen for unusual noises during steering
  • Check steering effort is not excessively heavy or light

Safety Systems Verification

  • Test horn to ensure clearly audible
  • Check seat switch by attempting to operate while standing
  • Verify deadman brake functionality
  • Test all lights and warning devices
  • Verify backup alarm sounds when reverse selected
  • Test emergency power disconnect function

Critical Safety Protocols

If your electric counterbalance forklift fails any part of the pre-shift inspection, follow these critical safety protocols to ensure workplace safety and proper maintenance.

Safety-Critical Defects Protocol

  • Immediately tag forklift as "OUT OF SERVICE"
  • Remove key and secure in designated location
  • Inform supervisor immediately of safety-critical issues
  • Document defects in detail on inspection form
  • Place forklift in designated repair area if possible
  • Ensure forklift cannot be used until repaired and certified

Non-Critical Defects Protocol

  • Document all non-critical defects on inspection form
  • Report defects to maintenance department
  • Determine if forklift is safe for continued operation
  • Apply "CAUTION" tag if appropriate
  • Schedule repairs at earliest convenience
  • Follow up to ensure repairs are completed

Battery Safety Issues

  • For battery leaks, follow facility spill response procedure
  • Disconnect battery if safe to do so
  • Report battery issues to specialized technicians
  • Do not attempt to jump-start forklift
  • Keep sparks, flames away from battery compartment
  • Document battery issues and maintenance history

Shift Handover Protocol

  • Verbally communicate any defects to next operator
  • Ensure inspection documentation is complete and accessible
  • Leave equipment in safe condition (forks down, key removed)
  • Return key to designated key control system if applicable
  • Verify battery charge level is suitable for next shift
  • Confirm status of any maintenance requests