for how long should an employer keep the forklift training record As you already know OSHA routinely visits work premises and conducts an inspection to assure regulations and laws are strictly followed and businesses are compliant.

During the course of the inspection and assessment, the employer must show some kind of documentary evidence to prove their conformity with the current forklift training standards.

According to OSHA’s Powered Industrial Trucks, 29 CFR 1910.178(l)(6), “the employer shall certify that each forklift operator has been trained and evaluated as required by this paragraph (l). The certification shall include the name of the operator, the date of the training, the date of the evaluation, and the identity of the person(s) performing the training or evaluation."

To sum up what requirements you need to produce, you must retain on file the attendance training sheets with the name and signatures of the trainees, date of the training conducted, type/subject of forklift training course, name of the trainer with his signature affirming the training he performed, test papers answered during the classroom training, performance evaluation sheet rated by trainer during the practical demonstration and proofs of skill competency attained by the trainees (you can keep photocopies of the operator cards and training certificates issued to successful trainees).

For How Long Must I keep Forklift Operator Records?

For you to have evidence to show to OSHA, you must maintain a file of the operator training records. It doesn’t matter if you use computer-based recording or just a typical paper-based filing, what’s important is you have to be able to show confirmation of your training record when asked by OSHA inspector. The inspector wants to see if the training is up-to-date and refresher courses are given regularly.

counterbalance forkliftTraining record should be maintained every three years which is the recommended duration for you to supply refresher course to the workers. The record should also be retained whenever a new training or performance assessment is carried out.

It would be much more ideal if you must keep a file of each of your forklift operator as long as he is still employed with the company. It would also be helpful for you to maintain a record even if the worker is no longer connected just in case the worker is rehired by the company (in cases such as retrenchment and layoff, or if the person is temporary and seasonal, or re-supplied by job agency). Retain the documentation during the workers’ employment or at least a minimum of five (5) years.

This clears the fact that OSHA doesn’t have specific requirements for how long and for how many years should you retain forklift training records. It is just a good practice to maintain the file in case of an internal company audit as well.

Keeping a record can also help the training personnel to assess the issues that need to be addressed. This can also assist him to evaluate the progression of the trainees and monitor the things that need to be supplied.

Training must be kept so that operators can be given forklift refresher course which is at least once every three years.

What Would Be the Consequence If You Failed to Maintain Records?

It will sting you if you failed to maintain training records simply because you have no evidence to show to OSHA as your compliance, this could lead to penalty and fines. OSHA can impose tens to hundreds of thousands of dollars in fines, depending on the gravity of the violation.

In the occurence of serious accident in the workplace, the common assessment to be done by OSHA is to dig through your training file and conduct an interview of the workers involved. If OSHA established the cause of the accident and concluded it was the employer’s failure to supply necessary training, then be prepared to for pay fines.

Imposition of penalties for not training the operators is handled by OSHA and they can enforce fines as much as $200,000 depending on the seriousness and weightiness of the violation.

It is the employer’s liability to provide the forklift operator the required training prior to commencing work. If the operator is not trained to drive a certain type of truck, it is the employer’s duty to supply him the training needed for that kind of truck.

If the Forklift Training Is Conducted Outside the Company, Ask the Training Provider for the Copy of the Record

It is always essential to have a copy of the record whether the forklift training is performed on-site or outside the company premises. There could be an instance when you may have to hire a third party training provider/school to provide the training and send the operators to their facility to attend the training there. In such case, you can ask the training provider to furnish you a copy of the attendance sheet, operator card and certificate given to your forklift operators after completion.
OSHA needs a written record which includes the name of the operator, dates of the training and evaluation and the name of the trainer who performs the training and evaluation. When you ask the copy of the record from the training school, remember those details.


What to Do If for Some Reason Training Record Has Been Lost

If you lost your forklift safety training record, it is important to find out what your company's policy is for replacing that document. Some companies will allow for retaking of the training and will not allow operators without a valid training record to work.

If the training is supplied by a third-party training provider, the first thing you should do is contact the company that issued the certificate. You can ask for copies of the records they have in their file.

Training records are the most important part of a training program. They ensure that employees have the knowledge and skills they need to do their jobs safely. Training records should be stored in an organized fashion and easily retrievable.

Good Practices to Monitoring Training Records

Training records monitoring is an important part of the HR process. With it, employees can be confident that they are getting the necessary training to do their jobs well.

The following are some of the good practices for monitoring trainings:

  • Make sure that you have a detailed process for monitoring each training.
  • Trainings should be tracked in a system that is easy to use and accessible by all employees who need it.
  • Companies should have a policy on how often trainings need to be completed in order to stay current with company standards. This will ensure that everyone is getting the same level of training, no matter what their job title or level of experience.
  • Companies should have a policy for when trainings expire so that employees know when they need to take them again.
  • Employees should be notified when they are due for training so they don't forget
  • A notification to concerned department for when someone completes a training
  • Tracking of course completions by date, training instructor, type of training, third-party training provider’s name.
  • Make sure that everyone is aware of the importance of monitoring their own trainings.

Training are an essential part of work-life. They help employees to develop new skills and improve their existing skills.



The latest OSHA Standard CFR 1910.178 requires employers that employ forklift operators to provide the necessary and adequate training to their workers in the safe use this piece of heavy equipment.

By following the OSHA regulations, you will assure conformity with the law, and avoidance of hefty fines and penalty. You also create a safe working environment that boosts morale and confidence of the workers.

In order for you to have documentary evidence that supports your compliance to the regulations, always keep the record of the forklift training that you’ve supplied to your workers. This is mandatory!

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