2.12     POWERED INDUSTRIAL TRUCK OPERATIONS PROGRAM

 

A powered industrial truck (PIT) operator has an important professional responsibility.  A PIT operator handles an expensive piece of equipment that is a vital part of the University’s material handling operation.  The operator also takes responsibility for expensive materials and the safety of people in the vicinity every time a load is moved.

 

OSHA regulations state:  “The employer shall ensure that each powered industrial truck operator is competent to operate a powered industrial truck safely…”  (29 CFR 1910.178) This program provides guidelines to outline the procedures for training and authorization to use powered industrial trucks.

 

A.        SCOPE

 

This program is applicable to all University employees whose duties require them to operate or maintain (including repair or daily routine maintenance, i.e., fluid levels, refueling, etc.) PITs, including those units powered by electrical motors or internal combustion engines.

 

B.        DEFINITIONS

 

Attachment - A device, other than conventional forks or load backrest extensions, mounted permanently or temporarily on the PIT for handling the load.

 

Counterbalanced Truck - A PIT equipped with load engaging means wherein all the load during normal transporting is outside the area formed by the wheel contacts.

 

Fork Height - The vertical distance from the floor to the load carrying surface of the forks with mast vertical.

 

Free Fork Height - The attainable fork height before the stated overall lowered height of the mast is exceeded by any standard part of the forks, mast or carriage assemblies, when loaded.

 

Powered Industrial Truck (PIT) - A wheeled vehicle, primarily intended for the movement of objects or materials and usually associated with manufacturing, processing or warehousing, but not including vehicles intended primarily for earthmoving or over-the-road hauling.

 

Lift - The vertical travel of the carriage with mast vertical.

 

Lift Speed - The average velocity in feet per minute when raising the load carriage throughout its operating range, specified as empty and/or loaded.

 

Load Center - The point at which the center of load (i.e., center of gravity) is placed ahead of the fork face or equivalent (attachment) with the load resting on the forks.

 

Maximum Fork Height - The fork height attainable with the mast at the fully elevated position.

 

Non-Telescoping Mast - A mast in which the support member or members providing the guideways for vertical movement of the fork carriage do not move vertically with respect to the PIT.

 

Overhead Guard - A framework fitted to a PIT over the head of a riding operator.

 

Rated Capacity - The maximum weight, expressed in pounds, at a given load center, that a PIT can safety transport and/or stack to a specified height when equipped with a standard mast, carriage and forks.  The rated capacity is based on the strength of the various PIT components and the amount of counterweight.

 

Stability - A PIT’s resistance to overturning.

 

Telescoping Mast - A multiple mast wherein one member is stationary and the other(s) movable vertically with respect to the stationary member and supporting the fork carriage in its vertical movement.  This mast permits maximum lifts substantially greater than the overall lowered height.

 

Tilt - The amount by which the mast structure, forks and carriage may be tipped beyond the vertical position, forward or backward.

 

Turning Radius (outside) - The radius of the arc (circle) described by the PIT when driving slowly empty or loaded with the steering mechanism at the maximum steering angle.

 

C.        REFERENCES

 

OSHA Regulations 29 CFR 1910.178

 

ANSI Standard B56.1 Safety Standards for Powered Industrial Trucks

 

D.        RESPONSIBILITIES

 

Supervisors:  Supervisors must ensure that PIT operators complete training as required in Section E of this program.  Supervisors are responsible for ensuring that potential operators successfully complete a medical evaluation from EOHS prior to operating a PIT and biennially thereafter.  After attendance and successful completion of the classroom portion of the PIT Training, supervisors will be responsible for ensuring that Trainees only operate PITs under their supervision or the direct oversight of a competent licensed PIT Operator. The PIT Trainee will operate under this close supervision until such time as the Supervisor submits a written statement to SRS acknowledging the Trainee’s competent skills have been thoroughly demonstrated.  Supervisors shall ensure that no modifications or additions which may affect the capacity and safe operation are made to the equipment without the manufacturer’s prior written approval.  If modifications are made, all capacity, operation and maintenance instruction plates, tags or decals shall be changed accordingly.

 

Employees:  Only trained, qualified and authorized personnel shall be permitted to operate a PIT.  Every employee assigned to operate a forklift truck will be required to successfully complete the University Training program outlined in Section E.  It is the operator’s responsibility to read and understand all operating instructions, warnings and precautions for the type of PIT being operated.  If this information is unclear contact the supervisor for clarification.  Each PIT shall be visually inspected by the operator at the beginning of each shift to ensure that the vehicle is safe to operate.  Each operator will routinely check his/her vehicle to ensure that it has adequate fuel, oil, hydraulic fluid, coolant and battery water.  Additions of oil and hydraulic fluid will be made only by authorized personnel, but operators are required to possess the knowledge and capabilities to add coolant, battery water and refuel the truck.  All irregularities in the operation of the forklift truck shall be immediately reported to the supervisor.  Adverse conditions affecting the safe operation of the truck shall render the vehicle unfit for service until such irregularities are corrected.  All other maintenance and repairs will be performed only by a qualified maintenance mechanic.

 

E.        TRAINING OF OPERATORS

 

All PIT operators, who will operate a PIT as part of their job requirements, will be required to successfully complete the Powered Industrial Truck Classroom Training Program prior to operating a PIT in the performance of their job functions.  The Powered Industrial Truck Classroom Training is coordinated by the Safety and Risk Services Department.  This program is designed to teach the safe techniques of operating a PIT.  Operators completing the Classroom training will then be classified as Trainees.  Trainees will then be allowed to operate PITs under the direct supervision of departmental personnel with knowledge, training and experience of PIT operations and where such operation does not endanger the trainee or other employees.  Upon successful completion of the on-the-job training program the department deems appropriate, the supervisor will provide written certification to the SRS Department that the operator is competent and fully qualified to operate the equipment.  SRS will then perform an onsite evaluation and, if appropriate, process the formal PIT Operator Permit.  All operators must re-qualify for their PIT Operator Permit as specified in Section F of this program.  Supervisors must ensure that PIT operators complete a medical evaluation in order to determine medical clearance to operate a PIT, on a biennial basis.

 

Operators that have previously received training in PIT operations that is appropriate to the PIT and working conditions to be encountered may be exempted from the on-the-job training program.  Operators must satisfy all other aspects of this training program.

 

F.         REFRESHER TRAINING

 

All PIT operators must complete refresher training and an evaluation of the effectiveness of that training to ensure that the operator has the knowledge and skills needed to operate the PIT safely whenever:

  • the operator has been observed operating a PIT in an unsafe manner;
  • the operator has been involved in an accident or near-miss incident;
  • the operator has received an evaluation that reveals that the operator is not operating the PIT safely;
  • the operator is assigned to drive a different type of truck;
  • a condition in the workplace changes in a manner that could affect the safe operation of the PIT; or
  • Three years have passed since the operator last completed a training session.

 

Refresher training consists of completion of the PIT Classroom training and an evaluation by the department supervisor of relevant topics as necessary.

 

G.        CARE AND USE

 

Turning a PIT will require more concentration than driving a car.  Most PITs steer from the rear.  The back end of the PIT swings wide and can injure co-workers or damage products or equipment if the operator is not careful.  A typical PIT has a high center of gravity and a short wheelbase.  A PIT has only three points of stability—two front wheels and the center of the rear axle.  An automobile has four points.

 

The vehicle’s counterweight is another key principle.  The counterweight is designed to stabilize the truck when a load is lifted.  This is referred to as longitudinal stability.  Here, the “see-saw” principle comes into play when a PIT carries its payload outside of its supporting base.  Therefore, all loads must be placed as close to the back of the mast as possible, not forward on the forks.  Even a light load could tip a PIT forward if it is placed near the front of the forks.

 

Stopping a PIT is not as easy as stopping a car.  A PIT has only two braking wheels and its brakes are much small than a car’s.  It is also important to note that a typical auto weighs 3,000 to 4,500 lbs.  An unloaded PIT can easily weigh twice as much—and with a capacity load, three times as much.  Consequently, a PIT cannot stop on a dime.  This is why so many pedestrians are struck by PITs.

 

PITs are powered by batteries, propane or diesel.  If you find a problem, never attempt to fix it yourself.  Report any problems to your supervisor and let a qualified mechanic correct the problem.

 

Always perform a pre-use inspection.  Inspect the mast for cracks, roller tracks and chains for lubrication (grease), for worn hydraulic lines, and hydraulic cylinders for leaks.  If using pneumatic tires, check for proper tire pressure.  Once the truck has been inspected for any visible damage, the PIT can be started.  Apply the foot brake, shift gears to neutral, turn the key, check all gauges and indicators, check controls, steering and brakes for smooth operation.  Start the truck.    Make sure that the area you operate in has adequate ventilation so you won’t be overcome by carbon monoxide poisoning.

 

Engage all loads squarely on the forks and center the weight of the load between the forks.  Only stable or safely arranged loads shall be handled.  Caution shall be exercised when handling off-center loads which cannot be centered.

 

When carrying pallets, the forks should be spaced as wide as possible and positioned evenly between the pallet stringers.  Do not bump or jar loads.  Drive the PIT forward under the load until the load touches the carriage.  Tilt the mast backwards slightly, then lift the load.  DO NOT lift the load higher than necessary for safe traveling.  There must always be sufficient headroom under overhead installations, lights, pipes, sprinkler systems, etc.

 

If the load obstructs your vision, operate the truck slowly backwards and look in the direction of travel.  Sound the horn at cross aisles and other locations where vision is obstructed.  If possible use spotters to assist in the movement of large loads.

 

During truck unloading, it is the PIT operator’s responsibility to ensure that the brakes of highway trucks (tractor trailers, semis and/or “bobtails”) are set and wheel chocks are placed under the rear wheels to prevent the truck from rolling while they are being boarded by PITs. The flooring of trucks, trailers, and railroad cars shall be checked for breaks and weakness before they are driven onto.

 

PITs shall not be driven up to anyone standing in front of a bench or other fixed object.

 

Carrying a passenger on a PIT truck is prohibited unless a passenger seat is installed on the vehicle.

 

All personnel are prohibited from extending their arms and legs between the uprights of the mast or outside the running lines of the truck.

 

When parking a PIT, or if a PIT is left unattended, i.e., the operator is 25 feet or more away from the vehicle or if the vehicle is out of his/her view, the forks shall be fully lowered, controls in neutral, brakes set and power shut off.  On inclines or uneven surfaces, wheel chocks will be used in addition to the forks being lowered to the ground to prevent movement by the PIT.

 

PITs shall not be used to elevate personnel unless a safety platform, that has been specifically designed and engineered for that purpose and specific PIT, is firmly secured to the lifting carriage and forks.  Such operations must be approved by SRS prior to the work. Additionally, means shall be provided whereby personnel on the platform can shut off power to the PIT.

 

A safe distance shall be maintained from the edge of ramps or platforms while on any elevated dock, platform, or freight car.  Trucks shall not be used for opening or closing freight doors.

 

Only approved trucks shall be used in hazardous locations.

 

Fire aisles, access to stairways, and fire and other emergency equipment shall be kept clear at all times.

 

When on grades, operators should travel in a straight line and avoid turning.

 

Under all travel conditions, the PIT shall be operated at a speed that will permit it to be brought to a stop in a safe manner.

 

Stunt driving and horseplay shall not be permitted.

 

The operator shall be required to slow down for wet and slippery surfaces.  Avoid driving on surfaces that won’t support the PIT, such as sand.

 

Dockboards or bridgeplates shall be properly secured before they are driven over.  They also shall be driven over slowly and carefully.  Dockboards or bridgeplates shall be kept dry and free of oil and grease and their rated capacity shall never be exceeded.

 

H.        BATTERY CHARGING AND FUELING

 

Smoking is prohibited during fueling or battery charging of a vehicle and within 25 feet of this type of operation.

 

Working around batteries can be dangerous due to the acid content and potentially explosive gases.  Do not smoke or let anyone else smoke in a battery charging area.  Never use an open flame to check the electrolyte level in batteries or the gasoline level in fuel tanks.

 

Fuel tanks shall not be filled or exchanged while the engine is running.  No PIT shall be operated with a recognized leak in the fuel system.

 

Spillage of oil or fuel shall be carefully washed away or completely evaporated and the fuel tank cap replaced before restarting the engine.

 

When checking fluid levels in batteries, personal protection (face and hand protection) must be worn and an eyewash station should be readily available.

 

In areas where electrolyte is added to batteries, an eyewash station must be readily accessible.