![]() These unplanned training needs must also be managed, as they can disrupt normal flow of business operations. In such cases, management shouldn’t wait for the recertification and give the employee a refresher training course right away. An example of this is when a team member experiences a near miss incident due to lack of familiarity with certain forklift functions. There are times when a team member’s forklift recertification is not yet due but training must be performed. Such a report can be generated easily and sent out using Safesite. The easiest way to achieve this is by sending out a weekly “upcoming training report” to management members. This allows everyone to plan for any workload adjustments and coverage while the team member attends training. To ensure everyone is on the same page, floor and/or field management personnel should be notified that upcoming recertification training schedules are due. The proposed schedule should be communicated with the forklift operator in advance, as well as to immediate supervisors. Preferably, the training will be done on days with minimal workload. This will give enough cushion in case the training needs to be re-scheduled. Schedule the TrainingĪfter you’re alerted that a driver’s recertification is due, nail down your training schedule for that employee and any other drivers who are up within a similar time frame.Ĭhoose a training date that is not too near the certification expiration date. Training Coordination and CommunicationĪpart from using a training matrix or training tracking software, it’s also important to coordinate and communicate with your team about recertification training. Set up an alert for when your coworker’s forklift certification is about to expire. Here’s a resource on how to manage forklift certifications using Safesite. You can set the notification to appear a week or two in advance to make sure you have time to make early arrangements. Checking a spreadsheet for upcoming certifications is going to be low on your list of priorities.Ī training tracking software like Safesite will send you notifications each time a worker’s recertification is due in a few days. Let’s face it, there are so many things that you could be dealing with on a daily basis. Training tracking software is the ideal choice for the modern business owner or manager. If you want to automate your administrative tasks and reduce the possibility of missing recertification dates, try a training tracking or safety management software. Automation allows you to work smarter, not harder. Leveraging safety management software like Safesite is a better option for employers tracking more than a few operators. While this solution is a bit labor-intensive, it’s cost-effective and works well for a small number of employees. To mitigate the risk of missing a deadline, some managers set up a calendar with alerts and/or check the training matrix on a regular basis. The drawback though, with training matrixes is that they don’t automatically alert you when an operator’s certification is up for renewal. ![]() Forklift Training Matrix – Google Sheet.Here is a free forklift training matrix for you to adapt for your needs: (Note which workers can also train others). Ideally, it should list all your forklift operators’ names, dates of certification, the date the next training is due, and, if applicable, skill levels. A training matrix is a simple spreadsheet or chart that tracks training and skill levels within a company. This is the go-to solution for a lot of businesses. Here’s an overview of both examples along with a quick way to get started. There are two widely used methods for tracking forklift operator training: an Excel spreadsheet-based training matrix and safety management software. Forklift safety training for pedestrians is equally important. Operators must be certified by their employer at least once every three years.
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