Safe operation and load handling

Safe operation is where training meets daily habits. This lesson covers the rules and techniques that keep a truck, its load and the people around it safe: starting and parking, travel speed and stopping distance, visibility, ramps and slopes, picking up and stacking loads, working with racking, and the practices that are never acceptable. Supervisors need to know these well enough to recognize good and bad operation at a glance.

Before moving

A safe trip starts before the truck moves. The operator should have completed the pre-use inspection, adjusted the seat and mirrors, fastened the seatbelt, checked that the path is clear, and confirmed the load weight and centre are within the truck's capacity. Mounting and dismounting should use three points of contact and the steps and grab handles provided. Jumping down from a truck is a common cause of ankle and knee injuries.

Travel

Travel rules exist to give the operator time to react and to keep the truck stable. Ontario's Regulation 851 and the other provincial regulations state general duties rather than specific speeds, so the details come from CSA B335, the manufacturer and the site's traffic rules. Good practice includes:

• Keep to the site's speed limits and slow down further for wet floors, congestion, poor lighting and blind spots.
• Keep a safe following distance from other trucks; about three truck lengths is a common rule.
• Slow down and sound the horn at cross aisles, doorways and other places where vision is obstructed.
• Look in the direction of travel and keep a clear view of the path. If the load blocks the forward view, travel in reverse or use a spotter.
• Travel with the forks or load low, just high enough to clear the floor, and tilted back.
• Keep arms, legs and head inside the operator's compartment.
• Never pass another truck at intersections, blind spots or other dangerous locations.
• Cross railway tracks diagonally where possible, and do not park close to tracks.

Stopping distance

A lift truck cannot stop instantly. The total stopping distance is the distance travelled during the operator's reaction time plus the braking distance. Braking distance grows with the square of speed and depends on the friction between the tires and the floor. Lift trucks also cannot brake as hard as a car without shifting or dropping the load, so the usable deceleration is modest.

The practical lesson is simple: at a blind corner, the operator must be going slowly enough to stop within the distance they can see. If an operator can see only 3 m around a rack end, the truck must be able to stop in less than 3 m, which in the example above means walking pace on a wet floor.

Visibility

Blind spots are built into a lift truck. The mast and its channels block parts of the forward view, the load can block it entirely, and the overhead guard posts and counterweight block views to the sides and rear. Mirrors, cameras and lights help, but the main tools are technique and layout: travelling in reverse with bulky loads, looking over the shoulder before reversing, stopping before entering a doorway, and designing routes without blind corners.

When an operator must travel forward with an obstructed view, for example up a ramp with a tall load, a trained spotter should guide them using agreed hand signals, staying in view of the operator and out of the truck's path.

Ramps and slopes

Slopes change the stability of a truck. On a slope, the load must always be on the uphill side so that gravity holds it against the backrest and the truck's weight stays over the drive wheels. This leads to a rule that looks odd at first: a loaded truck goes up a ramp forward and comes down in reverse, while an empty truck goes up in reverse and comes down forward, so the forks always point downhill when empty.

On slopes the operator should also tilt the load back, raise it only enough to clear the surface, travel slowly, never turn or travel across the slope, and never park on a slope unless the wheels are blocked. Before allowing trucks on any ramp, check the manufacturer's maximum gradeability and the ramp's surface condition.

Picking up and placing loads

Load handling is where most dropped loads and rack strikes happen. A standard sequence helps:

• Approach squarely and stop before the load with the forks level and at the right height.
• Set the fork spread for the pallet, as wide as practical for stability.
• Drive forward slowly until the load is against the backrest or fork face, never spearing the pallet at speed.
• Lift just enough to clear the surface, tilt back slightly, check behind and reverse out slowly.
• Lower the load to travel height before turning or travelling.
• To place, stop square to the location, raise the load with the mast vertical, move forward slowly, level the forks, lower the load, and back out with the forks clear before lowering them.

Loads should be stable and secure. Damaged pallets, leaning stacks, loose items and off-centre loads should be fixed before lifting. Long loads may need fork extensions approved by the manufacturer, and the extension changes the load centre and capacity. Never use the forks to push or pull loads unless the truck and attachment are designed for it.

Racking and stacking

Lift trucks and racking are closely linked. A truck that strikes an upright can weaken a rack that holds tonnes of product above people's heads. Storage racks should carry load capacity signs, be designed and installed to the CSA A344 series of rack standards or the manufacturer's specifications, and be inspected regularly for damage. Operators and supervisors should report every rack strike, and damaged uprights should be unloaded and repaired or replaced according to the rack manufacturer's or an engineer's instructions.

Block stacking on the floor also needs rules: maximum stack heights based on product strength and stability, clear aisles between stacks, and inspection for leaning stacks.

Parking and leaving the truck

When the operator leaves the truck, it must be secured so it cannot move and the forks cannot strike anyone. The operator should lower the forks fully to the floor, put the controls in neutral, set the parking brake and turn off the power, and remove the key if leaving the truck out of sight. Parking must not block exits, fire equipment, electrical panels or walkways. British Columbia's section 16.9 and Alberta's section 263 set out rules for unattended equipment.

Never acceptable

Some practices are prohibited everywhere and should lead to immediate correction:

• Allowing anyone to stand or walk under raised forks or a raised load.
• Carrying passengers, unless the truck has a seat designed for one and the rider is authorized.
• Lifting people on the forks or on a pallet; only an approved work platform may be used, as described in Lesson 10.
• Travelling with a raised load or with the mast tilted forward.
• Turning on a ramp or slope.
• Exceeding the truck's capacity or using unapproved counterweights.
• Horseplay, racing or stunt driving.
• Operating a truck while impaired by alcohol, cannabis, drugs or fatigue.

Floors, surfaces and lighting

The floor is part of the truck's braking and stability system. Wet or oily patches, ice near dock doors, dust on smooth concrete, potholes, expansion joints, drains and floor plates can all cause skids, lost loads or tip-overs. Small wheels on narrow aisle trucks and pallet trucks are especially sensitive to bumps and cracks. Supervisors should include floor condition in workplace inspections, clean spills promptly, mark and repair damage, and check that floors and mezzanines are rated for the truck's weight plus its load.

Lighting matters too. Operators need enough light to see loads, rack beams, floor markings and pedestrians, and dark trailers and the far ends of rack rows are common problem spots. Lights on the truck help, but area lighting that removes deep shadows and glare is the stronger control. Where trucks move between bright outdoor yards and darker buildings, operators need a moment to adjust, and a slower speed at the doorway allows for it.

Noise affects safety in both directions. Horns and alarms must be audible over background noise, but operators wearing hearing protection, headphones or earbuds may not hear a warning or a shouted instruction. Sites should set rules on personal audio devices in operating areas.