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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...

    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...

    Regulatory references
    3 CFR refs
    Sections
    7 sections
    Review cadence
    annual review
  • ForkliftRev 1

    Electric Pallet Jack Operation

    Safe operation of Class III electric walkie and rider pallet jacks, covering operator positioning and the tiller...

    Regulatory references
    7 CFR refs
    Sections
    10 sections
    Review cadence
    annual review
  • ForkliftRev 1

    Forklift Load Handling and High Stacking

    Safe load handling and high-bay stacking with powered industrial trucks...

    Regulatory references
    7 CFR refs
    Sections
    9 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...

    Regulatory references
    Best practice
    Sections
    9 sections
    Review cadence
    annual review

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