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Forklift operator evaluation scheduler
29 CFR 1910.178(l)(4)(iii) requires an evaluation of each powered industrial truck operator's performance at least once every three years. That is the whole rule this tool applies: last evaluation date plus 36 months is the date the next one is due. Paste your roster below and it sorts by who runs out first. Nothing is uploaded and nothing is stored.
One per line: name, then the date of the last evaluation. Comma or tab separated. Dates can be 2024-03-09 or 3/9/2024.
Nothing here is uploaded or stored. Close the tab and it is gone.
Paste your operator list to see when each evaluation is due.
How it is calculated
Each line is read as a name and a date. The due date is the last evaluation date plus 36 months, with the day clamped to the end of the month where it has to be, so 29 February plus three years lands on 28 February rather than rolling into March.
An operator is overdue the day after the due date, not on it: the rule says at least once every three years, so the anniversary is the last day the evaluation can happen. Anything falling within 90 days is flagged as due soon, which is a scheduling convenience of ours, not a regulatory threshold.
The three-year interval is not typed here from memory. It comes from the forklift operator training and certification template in this library, whose data carries the interval and the clause together, and the schema refuses an interval whose citation is not one that template cites.
Three years is the outside limit, not the only trigger. 1910.178(l)(4)(ii) also requires refresher training when an operator is seen driving unsafely, is in an accident or near miss, evaluates poorly, is put on a different type of truck, or when workplace conditions change in a way that could affect safe operation. This tool tracks the clock only; it cannot see any of those.
Source: eCFR, 29 CFR 1910.178(l)(4), refresher training and evaluation. Read 29 August 2026. If OSHA changes the page, this one changes with it.
The certification record OSHA asks for under 1910.178(l)(6) has to name the operator, the training date, the evaluation date, and who did the training or evaluation. A due date list is not that record. This tool is a scheduling aid, not a training record and not legal advice.
Templates this leads into
A rate or a due date tells you where you stand. The written procedure is what closes it. These are the library entries this tool points at.
- ForkliftRev 1
Forklift Operator Training and Certification
Training and certification program for powered industrial truck operators, covering formal instruction, practical...
- Regulatory references
- 5 CFR refs
- Sections
- 8 sections
- Review cadence
- annual review
- ForkliftRev 1
Forklift Pre-Shift Inspection
Daily pre-shift examination of powered industrial trucks covering visual and operational checks, defect reporting, and...
- Regulatory references
- 3 CFR refs
- Sections
- 7 sections
- Review cadence
- annual review
- Management SystemsRev 1
Training Program and Skills Matrix
Facility training management system built around a skills matrix that maps every role to the SOPs and certifications it...
- Regulatory references
- Best practice
- Sections
- 9 sections
- Review cadence
- annual review
Browse the whole template library or start from Forklift.
Write the procedure behind the number
This tool is free and stays free. If you want the written SOPs to go with it, answer the facility questionnaire once and every template comes back with your equipment, your job titles, and your sign-off sheet attached.
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