F-509

Powered Industrial Equipment Procedure

Section F — Facilities Revision 2 11 pages

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1.0 Purpose 
 
 The purpose of this procedure is to provide safe practices and guidelines for the operation,
 maintenance, and inspection of all (PIE) Powered Industrial Equipment (Forklifts, Reach
 
 Trucks, Scissor Lifts, Electric Pallet Jacks, Turret, Cherry Pickers). 
 
 2.0 Scope 
 
 This procedure applies to all employees who operate or intend to operate (PIE) Powered
 
 Industrial Equipment. Contractors or outside personnel shall ensure their employees operate the
 equipment in compliance with safe work practices and standards, are properly trained and
 
 certified, and follow the guidelines prescribed in this procedure. Contractors failing to adhere
 
 to applicable safe work practices and standards will be asked to terminate their work until their
 program is brought into compliance. 
 
 3.0 Responsibility 
 
 3.1 Safety Director 
 
 3.1.1 Establish, maintain, and update the Program. 
 
 3.1.2 Coordinate and conduct all Power Industrial Equipment training and
 
 re/certification. 
 
 3.1.3 Maintain training documentation. 
 
 3.2 Facilities Management 
 
 3.2.1 Service and/or repair equipment in a timely manner. 
 
 
 

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 3.2.2 Contact outside vendor for repair as needed. 
 
3.2.3 Ensure equipment is not put back in service until necessary repairs have been

 made and is in safe operating condition. 
 
 Maintain maintenance records for each forklift. Records shall be kept for the life
3.2.4 of the equipment.

 Bua Managers and Supervisors 
 
 Ensure all PIE operators in the department follow all rules and procedures
3.3.1 prescribed in this procedure.

 Do not allow anyone to operate the equipment without completing training
3.3.2 administered by Ion Labs Inc.’s Safety Director or Safety Coordinator.

 Submit Work/Repair Request to Warehouse Manager or Facilities Management
3.3.3 for servicing and repair.

 Do not allow anyone to operate malfunctioned equipment. If there is a condition
3.3.4 affecting the equipment’s safety or operation do the following:

 3.3.4.1 Immediately notify the Warehouse Manager and Facility Manager.
 
 3.3.4.2 Ensure lock out tag is placed on the equipment’s steering wheel and
 remove the key. Give key to Warehouse Manager to ensure equipment
 
 remains inoperable. 
 
 Report all forklift incidents/accidents to Safety Director or Safety Coordinator
3.3.5 immediately.

 Ion Labs Inc. Certified Powered Industrial Equipment Operators 
3.4 
 

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 Powered Industrial Equipment Procedure 
 
 3.4.1] Do not operate the forklift without completing the Ion Labs Inc.’s Power
 Equipment Operators course. 
 
 3.4.2 Perform pre-operation inspection and fill out the inspection checklist F-509 F-1
 prior to operation and turn in Daily Pre-Shift Inspection checklist to designated
 
 location. 
 
 3.4.3 Place a lock out tag on forklift’s steering wheel if there is any condition
 affecting the safety or operation of the equipment and per SOP G-105
 
 Lockout/Tagout Devices. 
 
 3.4.4 Do not operate equipment or remove lock out tag until the safety concern has
 
 been corrected. 
 
 3.4.5 Report any deficiencies or issues with the equipment immediately to the
 
 appropriate personnel for repair/servicing. Do not tamper with the equipment or
 make any modification to the equipment. 
 
 3.4.6 Do not use malfunctioning equipment. 
 
 3.4.7 Maintain good housekeeping and do not abuse the equipment. 
 
 Operators are prohibited from wearing earplugs, earbuds, or hearing devices not
3.4.8 prescribed by a doctor.

 3.4.9 Do not speed and always use blind spot safety mirrors when turning corners.
 
3.4.10 Always use vehicle safety equipment (e.g. horn, lights, back-up indicator) well

 in advance of pedestrians and blind spot corners. 
 
 3.4.11 Check battery water levels. 
 
 3.4.12 Follow all rules and procedures pertaining to this procedure.
 
 Report all forklift incidents/accidents to their Supervisor immediately.
3.4.13 
 

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 3.4.13.1 Failure to report an accident, malfunctioning equipment, property
 damage or a near miss will result in discipline up to termination and at
 
 the sole discretion of the CEO. 
 
 3.5 Document Control 
 
 3.5.1 Maintain forklift daily pre-shift inspection checklists. Checklists should be
 maintained per SOP C-502 Record Storage, Retention, and Destruction.
 
 4.0 Definitions 
 
 4.1. PEE — Powered Industrial Equipment; commonly called forklifts or lift trucks, are used
 in many industries, primarily to move materials. They can be used to move, raise,
 
 lower, or remove large objects or a number of smaller objects on pallets or in boxes,
 crates, or other containers (Forklift, Reach truck, Electric Pallet Jack, Scissor lift,
 
 Cherry Picker, Turret) 
 
 4.2 PQV-—Process Quality Verification 
 
 5.0 References 
 
 a1 C-502, SOP, Record Storage, Retention, and Destruction 
 
 5.2 G-105, SOP, Lockout/Tagout Procedure 
 
 5.3 A-106, SOP, Documentation Guidelines for cGMP Records 
 
 5.4 F-509-F1, Form, Forklift Pre-Shift Inspection Checklist 
 
 6.0 Training 
 
 6.1 Employees must satisfactorily complete training and be certified by the Safety Director
 or Safety Coordinator before being authorized to operate any PIE. 
 
 6.1.1. Employees who received PIE operator training through a prior employer must
 
 
 

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 complete internal training prior to operating any PIE. 
 
 6.1.2 Employees who were trained or certified on a different type of forklift than the
 
 type they are assigned to use are required to complete training on the “new”
 equipment. The training only needs to include the practical and operator’s
 
 performance evaluation, unless the Safety Director determines that the lecture
 
 portion also needs to be included. 
 
 6.1.3. Operator training, evaluation, and certification shall be conducted by designated
 
 personnel who have the knowledge, training and experience to train PIE
 operators and evaluate their proficiency. This requirement can be met by
 
 attending a forklift train-the-trainer course. 
 
 6.2 Training will be provided by the Warehouse Manager, Safety Director, or Safety
 
 Coordinator. A department can request training for an employee by contacting the
 
 Warehouse Manager. 
 
 Initial and refresher training will be provided and determined by the Safety Director.
6.3 Training will consist of classroom lecture, demonstrations by the trainer, trainee hands-

 on equipment operation or practices, and trainer evaluation of the trainee’s
 
 performance. Upon successful completion of training, employees will be certified by
 the trainer and be issued a certification card. 
 
 Certification cards issued by the Safety Director must be carried with the operator
6.4 whenever operating any PIE.

 6.5 The Safety Director will update the certification records. 
 
 6.6 Operators must be recertified at least once every three years. 
 
 7.0 Procedure 
 
 tal Pre-Operation Inspection 
 
 
 

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 Powered Industrial Equipment Procedure 
 7.1.1 The Operator shall inspect PIE and complete form F-509-F1 Forklift Pre-Shift
 Inspection Checklist prior to operating equipment. The checklist shall be turned
 
 into designated location. 
 
 7.2 Inspection Checklist 
 
 7.2.1 All PIEs are to be inspected at the start of each shift. Using form F-509-F1
 Forklift Daily Pre-Shift Inspection Checklist, indicate the Model being inspected
 
 and inspect the following areas: 
 
 Palak Forks, Backrest, and Carriage 
 
 W2A2 Mast, Chain, and Hydraulic Lines 
 
 1213 Tires, Wheels, and Bearings 
 
 7.2.1.4 Overhead Guard 
 
 Tbelad Leaks Under Forklift 
 
 7.21.6 Horn and/or Backup Alarm 
 
 Peeled Lights 
 
 7.2.1.8 Gauges and Instruments 
 
 T2019 All Brakes 
 
 7.2.1,10 Hydraulic Controls: Lift, Tilt, and Side Shift 
 
 Fadl A] Steering 
 
 T2dl2 Battery Water Level 
 
 7.21.13 Battery Connections (corrosion) 
 
 7.21.14 Seat Belts (Sit-Down Unit Only) 
 
 
 

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 7.2.1.15 Initials and Date of Employee performing the Inspection
 
 7.2.1.16 Harness Inspection (Scissor and Cherry Picker only) 
 
 7.2.2 Attention shall be given to proper functioning of the tires, horn, lights, controls,
 brakes, steering mechanism, cooling system, and the lift system.
 
 7.2.3 Any safety defects shall be noted on the inspection checklist and immediately
 reported for repair. Place lock-out tag on the forklift’s steering wheel AND
 
 REMOVE KEY. Give defective PIE ignition key to the Warehouse Manager.
 
 The tag shall not be removed and the equipment shall not be placed back in
 service until the safety issue has been corrected. 
 
 7.2.4 Inspection checklists shall be maintained per SOP C-502 Record Storage,
 Retention, and Destruction. 
 
 7.3. Carrying Loads 
 
 7.3.1 Do not exceed the equipment’s rated load capacity. 
 
 7.3.2 Loads should be safely arranged, stable, and centered. Forks should be spread as
 wide apart as possible and locked in place. Loads of excessive width, length or
 
 height shall be balanced, braced, and secured as to prevent tipping/falling.
 
 7.3.3. When carrying a load downgrade travel with the load trailing, and the load first
 
 when traveling upgrade. Tilt forks slightly upward. 
 
 7.4 Operating Procedures 
 
 7.4.1. Only authorized and currently certified personnel may operate the PIE.
 
 7.4.2 Before operating forklift, inspect the equipment thoroughly using the Forklift
 
 Pre-Operation Inspection checklist. 
 
 7.4.3 Operator must wear seatbelt at all times. 
 
 
 

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 7.4.4 Passengers are not permitted to ride in or on PIE. 
 
 7.4.5 Lounging, meddling, or horseplay on or around the forklift is not permitted.
 
 7.4.6 Do not allow anyone to stand or walk on/underneath the forks.
 
 7.4.7 Do not elevate anyone with the forklift. 
 
 7.4.8 Do not drive up to anyone standing in front of a fixed object such that the person
 could be caught between the equipment and object. 
 
 7.4.9 Keep all parts of body within the confine of the equipment. 
 
 7.4.10 The overhead guard and load backrest must be in place for protection against
 
 falling objects. 
 
 7.4.11 Operate the forklift with care and only for the purpose intended. Before starting
 
 or backing, look and be sure others are clear. 
 
 7412 Do not operate the equipment on floors or surfaces that will not safely support
 
 the weight of the equipment. 
 
 7.4.13 Never operate the forklift without being in the driver’s seat.
 
 7.4.14 When leaving the equipment unattended, fully lower the forks/load, engage
 parking brake, turn off engine, and remove the key. 
 
 7.415 When parking on an incline, the wheels must be blocked/chocked. Do not block
 
 walkway, roadway, or emergency access area. 
 
 7.5 Traveling 
 
 ES When traveling with or without a load, the forks shall be retracted back and
 raised as high as necessary to clear the road surface, but no higher than 6 inches
 
 from the ground. 
 
 
 

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 Tose Do not speed and yield to pedestrians at all times. 
 
 7.5.3 Adjust speed according to conditions of the road. Keep the forklift under control
 
 at all times to safely stop in an emergency. 
 
 7.5.4 Look in the direction of travel and keep a clear view of the path of travel.
 
 Taso Avoid running over loose objects in the roadway. 
 
 Lab Maintain a safe distance, approximately three truck lengths, from the vehicle
 
 ahead. 
 
 Toor Sound the horn when approaching workers, intersecting, aisles, blind corners, or
 
 swinging doors. 
 
 7.5.8 Slow down and sound horn at cross aisles and other locations where vision is
 obstructed. If load being carried obstructs forward view, the driver shall travel
 
 with the load trailing. 
 
 tao Do not pass another vehicle traveling in the same direction particularly at
 
 intersections, blind spots, or other dangerous locations. 
 
 7.5.10 Avoid quick starts and sudden stops and turns. 
 
 7.5.11 Never turn sideways on an incline. This can cause the equipment to tip over.
 
 8.0 Maintenance 
 
 8.1 Repair should only be made by authorized personnel. 
 
 8.2 If there is a condition affecting the safety or operation of the vehicle, the operator shall
 place an out of service or “do not operate” tag on the forklift’s steering wheel to warn
 
 other personnel from operating the equipment. The tag shall not be removed and the
 equipment shall not be put back in service until the repair has been made.
 
 
 

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 8.3. Work Request will be submitted with Facilities Management for servicing or repair.
 Facilities Management will contact an outside vendor to complete the repair, if needed.
 
 8.4 Unless power is necessary for testing and repair, power sources shall be disconnected
 and stored energy shall be discharged before working on the primary electrical system.
 
 8.5 All replacement parts shall be equivalent in safety to the originals.
 
 8.6 The equipment shall not be altered or modified, unless approved by the manufacturer.
 
 8.7. Repairs to the fuel and ignition system which involve fire hazards shall only be done in
 
 locations safe for such repairs. 
 
 8.8 Employees shall not work or walk underneath elevated portion of the equipment.
 
 9.0 Documentation 
 
 9.1 A PQV check must be performed for each completed forklift pre-shift inspection
 
 checklist page as outlined in SOP A-106 Documentation Guidelines for cGMP Records.
 
 9.2 Documents will be maintained following SOP C-502 Record Storage, Retention, and
 
 Destruction. 
 
 10.0 Revision History 

| Rev | Date | Description of Changes | CCR # | By |
|-----|----------|------------------------|-------|----|
| 0 | 05/11/20 | New N/A K. Patton | - | - |
| 1 | 03/07/22 | Updated header, responsibilities. CC- | 22-0092 | J. Murphy |
| 2 | 06/12/23 | Updated format and logo. Added section for documentation CC- requirements. Updated responsibilities section. | 23-0283 | K. Buns |

 
 

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