10 Essential Checklists and Other Forms for Your Logistics Organization
Logistics organizations rely heavily on checklists and other forms to ensure smooth and efficient operations. From tracking inventory to managing shipments, having the right forms in place can help prevent errors and improve productivity. In this post, we’ll explore 10 essential checklists and other forms that every logistics organization should have in their toolkit.
No. 10 Toolbox Talk. The Toolbox Talk form is used in documenting important safety training conducted at toolbox talks or safety meetings. Required safety training, points raised, and attendance is documented in the form. Once completed the meeting facilitator submits the form and it is communicated to those that require the completed form and also archived in the cloud-based software for future retrieval and compliance.
No. 9 Bus Monthly Inspection Checklist. The Bus Monthly Inspection Checklist is used to complete monthly bus inspections, document maintenance and report defects. Photos and comments can be added to the checklist for enhanced defect reporting. Once submitted, an auto–generated email is sent to stakeholders for action and the form is archived for compliance purposes.
No. 8 Facilities Maintenance Request. The Facilities Maintenance Request Form is used to request facility maintenance. Photos and comments can be added to the form for enhanced reporting. Once submitted, an auto–generated email communicates the maintenance request to stakeholders.
No. 7 Site Hazard Checklist. Use the Site Hazard checklist to standardise hazard inspections across facilities and find and communicate site hazard inspections. Photos and comments can be added to the checklist for enhanced reporting. Once submitted, an auto–generated email communicates the hazards to stakeholders.
No. 6 Safe Driving Plan. This form is used as a guide by heavy vehicle operators in planning a journey. This checklist is completed by the heavy vehicle operator and transport supervisor prior to the journey and then saved to a draft folder in the smart device app. After the journey has been completed, the form is accessed by the transport operator, signed to confirm the journey was undertaken as planned, then submitted to stakeholders and archived.
No. 5 Driver Maintenance Request. This form is used by the transport operator to request maintenance on prime movers, trailers, forklifts and other equipment associated with the Transport and Logistics sector. If maintenance is needed due to a defect, photos of the defect can be added for defect reporting. Then, when the form is submitted, an auto–generated email communicates the maintenance request and defect to stakeholders.
No. 4 Pallet Load Form. The Pallet Load Form is used to document freight loaded onto a vehicle, the name of the customer or freight owner, and the brand of the pallet the freight is loaded on. This form is designed to be completed by the Forklift Operator and then validated by the Truck Driver. When submitted, the form is time and geo stamped for validity.
No. 3 Motor Vehicle Accident Details Form. This form is used to collect important information about a motor vehicle accident. Add photos, the accident time and date, witness details, and other important information such as details of the other vehicle and driver so they are available to Insurers and for an accident investigation. When submitted, the form is time and geo stamped to add validity.
No. 2 Forklift Truck Pre-Operational Procedure. This checklist is used to find and communicate defects on Forklifts and to complete a ‘Fit for Work Declaration’. Select ‘Ok’ or ‘Not OK’ for line items, add photographs of defects and supply a signature for accountability. Where ‘Not OK’ is selected, a description field and photo upload section unlocks so further information can be provided. Then, when the form is submitted, an auto–generated email communicates the defect to stakeholders.
No. 1 Vehicle and Equipment Pre-Start Checklist. This checklist is used to identify and communicate defects on vehicles and equipment and to complete a ‘Fit for Work Declaration’. Select ‘Ok’ or ‘Not OK’ for pre-populated line items, add photographs of defects and supply a signature for accountability. Where ‘Not OK’ is selected, a description field and photo upload section unlocks so further information can be provided. Then, when the form is submitted, an auto–generated email communicates the defect to stakeholders.
Below is a list of forms that can be used to improve safety and compliance:
- Workplace Safety Checklist: This checklist covers general safety measures that should be in place in the workplace, such as proper equipment maintenance, emergency procedures, and hazard communication.
- Hazard Assessment Checklist: This form helps identify and assess potential hazards in the workplace and determine appropriate safety measures.
- OSHA Compliance Checklist: This checklist covers compliance with Occupational Safety and Health Administration (OSHA) regulations and standards, including record-keeping, safety training, and hazard communication.
- Fire Safety Inspection Checklist: This checklist helps ensure compliance with fire safety regulations and standards, such as the proper installation and maintenance of fire extinguishers, smoke detectors, and emergency lighting.
- First Aid Kit Inspection Checklist: This form helps ensure that first aid kits are properly stocked and maintained.
- PPE Assessment Checklist: This checklist helps assess the need for personal protective equipment (PPE) and ensure compliance with PPE regulations and standards.
- Chemical Inventory Checklist: This form helps ensure compliance with regulations regarding the storage and handling of hazardous chemicals.
By using the right forms and checklists, logistics organizations can improve efficiency, reduce errors, and ensure the safety of their employees. The 10 essential checklists and forms outlined in this post are a great place to start, but every organization’s needs are different. By assessing your organization’s specific needs and developing customized forms and checklists, you can ensure that your operations run smoothly and effectively.