Forklift Daily Check + Defect Pack
WRITTEN BY A WORKING UK TRANSPORT & WAREHOUSE OPERATIONS MANAGER — built around the HSE L117 pre-shift check list, not guessed.
Every lift truck on your site needs a documented pre-shift check (PUWER 1998) and a Thorough Examination at least every 12 months (LOLER 1998). This pack covers both sides of that paperwork — the daily discipline AND the annual tracker most sites forget about until the insurance assessor asks.
WHAT YOU GET (instant download)
✅ Forklift Daily Check Sheet — one-page, 24-point pre-shift check built on the HSE L117 list: forks, chains, hydraulics, tyres, brakes, steering, restraint, warning devices. Covers electric, diesel and LPG trucks (just delete the rows that don't apply).
✅ Forklift Defect Report — defect details, out-of-service decision, rectification and sign-off on one sheet. A clean audit trail from report to back-in-service.
✅ Defect Register — a running log of every defect across your fleet.
✅ Thorough Examination Log — track every truck's LOLER TE due date (12-monthly, or 6-monthly if it lifts people), provider and certificate ref, so an expired TE never sneaks up on you.
✅ Fully editable Excel workbook (all four documents) + print-ready A4 PDFs of the check sheet and defect report.
WHY THIS PACK
• Item-for-item coverage of the HSE L117 pre-shift check list, plus practical extras (rating plate, seat restraint, LPG cylinder)
• Clear split between visual checks (before starting) and function checks (after starting)
• Out-of-service step keeps defective trucks parked — your PUWER duty in writing
• Add your company name/logo, remove fuel types you don't run, add site-specific items
• Print and go, or fill in digitally
WHO IT'S FOR
Warehouse managers, transport managers, site supervisors, owner-operators — anyone running counterbalance or reach trucks who wants inspection paperwork that stands up when the auditor, insurer or HSE inspector comes calling.
ALSO IN THE SHOP
• HGV & Van Walkaround + Defect Pack — daily walkaround checklists, driver defect report and defect register for your vehicle fleet
• O Licence Audit Prep Pack — the self-audit, evidence checklist and compliance calendar for when a DVSA visit is coming
• Browse everything: etsy.com/shop/TransportTemplates
Digital download — no physical item. Based on HSE guidance (L117) current at the date of listing; always verify against current guidance. General template, not legal advice.