29 CFR (Code of Federal Regulations) Section 1910.178
-- says training is mandatory for employees operating "powered
industrial trucks", also known as "forklifts".
The Regulation says:
Subsection (l) Operator training.
(1) Safe operation.
(i) The employer shall ensure that each powered
industrial truck operator is competent to operate a powered industrial
truck safely, as demonstrated by the successful completion of the
training and evaluation specified in this paragraph (l).
(ii) Prior to permitting an employee to operate a
powered industrial truck (except for training purposes), the employer
shall ensure that each operator has successfully completed the
training required by this paragraph (l), except as permitted by
paragraph (l)(5).
(2) Training program implementation. (i) Trainees may
operate a powered industrial truck only:
(A) Under the direct supervision of persons who
have the knowledge, training, and experience to train operators and
evaluate their competence; and
(B) Where such operation does not endanger the
trainee or other employees.
(ii) Training shall consist of a combination of
formal instruction (e.g., lecture, discussion, interactive computer
learning, video tape, written material), practical training
(demonstrations performed by the trainer and practical exercises
performed by the trainee), and evaluation of the operator's
performance in the workplace.
(iii) All operator training and evaluation shall
be conducted by persons who have the knowledge, training, and
experience to train powered industrial truck operators and evaluate
their competence.
(3) Training program content. Powered industrial
truck operators shall receive initial training in the following topics,
except in topics which the employer can demonstrate are not applicable
to safe operation of the truck in the employer's workplace.
(A) Operating instructions, warnings, and
precautions for the types of truck the operator will be authorized
to operate;
(B) Differences between the truck and the
automobile;
(C) Truck controls and instrumentation: where
they are located, what they do, and how they work;
(D) Engine or motor operation;
(E) Steering and maneuvering;
(F) Visibility (including restrictions due to
loading);
(G) Fork and attachment adaptation, operation,
and use limitations;
(H) Vehicle capacity;
(I) Vehicle stability;
(J) Any vehicle inspection and maintenance that
the operator will be required to perform;
(K) Refueling and/or charging and recharging of
batteries;
(L) Operating limitations;
(M) Any other operating instructions, warnings,
or precautions listed in the operator's manual for the types of
vehicle that the employee is being trained to operate.
(ii) Workplace-related topics:
(A) Surface conditions where the vehicle will be
operated;
(B) Composition of loads to be carried and load
stability;
(C) Load manipulation, stacking, and unstacking;
(D) Pedestrian traffic in areas where the vehicle
will be operated;
(E) Narrow aisles and other restricted places
where the vehicle will be operated;
(F) Hazardous (classified) locations where the
vehicle will be operated;
(G) Ramps and other sloped surfaces that could
affect the vehicle's stability;
(H) Closed environments and other areas where
insufficient ventilation or poor vehicle maintenance could cause a
buildup of carbon monoxide or diesel exhaust;
(I) Other unique or potentially hazardous
environmental conditions in the workplace that could affect safe
operation.
(iii) The requirements of this section.
(4) Refresher training and evaluation. (i) Refresher
training, including an evaluation of the effectiveness of that training,
shall be conducted as required by paragraph (l)(4)(ii) to ensure that
the operator has the knowledge and skills needed to operate the powered
industrial truck safely.
(ii) Refresher training in relevant topics shall be
provided to the operator when:
(A) The operator has been observed to operate the
vehicle in an unsafe manner;
(B) The operator has been involved in an accident or near-miss
incident;
(C) The operator has received an evaluation that
reveals that the operator is not operating the truck safely;
(D) The operator is assigned to drive a different
type of truck; or
(E) A condition in the workplace changes in a
manner that could affect safe operation of the truck.
(iii) An evaluation of each powered industrial truck operator's
performance shall be conducted at least once every three years.