Knowella

Attachment Use Authorisation

An attachment use authorisation ties one operator to one attachment on one specific truck, at a stated derated capacity. Its recurring failure is not the paperwork but the arithmetic behind it: fitting a clamp or rotator changes rated capacity and shifts the load centre, and almost nobody recalculates the figure or replaces the plate before the truck goes back into service.

KnowFleetRecordFLT-03445 fields across 5 sectionsFull researchSee the form

Reviewed by Siddarth SinghCSPLast reviewed 16 August 2026

Basis
ISO 45001 cl.7.2
Workspace
KnowFleet
Form type
Record
Trigger
New attachment fitted, or a new operator assigned to an existing one
Signed by
Engineering, then a second, safety-lead signature

The short version

  • Fitting an attachment changes rated capacity and load centre. The authorisation exists to force that recalculation; without it, the original data plate stays on the truck describing a configuration that no longer applies.
  • Compatibility comes before competence. An operator can be perfectly trained on an attachment the manufacturer never approved for that specific truck, and the authorisation is invalid regardless of the training record.
  • Authorisation is per operator, per attachment, per truck — not a general licence. A worker authorised on a clamp for one reach truck is not automatically authorised on the same clamp fitted to a different model.
  • ISO 45001 cl.7.2 requires competence to be determined and evidenced for the specific work, and a general forklift licence does not evidence competence on an attachment with different handling characteristics.
  • The plate is the weak point. Engineering can calculate a derated capacity correctly and the truck can still run for months with the original, unrevised capacity plate because nobody physically changed it.

What this is

What is an attachment use authorisation?

What is an attachment use authorisation?

It is a record that a named operator may use a named attachment on a named truck, at a capacity that has been recalculated for the combination rather than assumed from the base machine. It exists because a truck's rated capacity is only valid for the configuration it was tested in.

Why is authorisation attachment-specific rather than truck-specific?

Because the attachment, not the truck, is what changes the physics. A rotator or a clamp adds weight forward of the mast and moves the load centre, so the same truck can be safe with one attachment and overloaded with another at an identical indicated load.

Who signs it off?

Engineering signs to confirm the attachment is manufacturer-approved for the truck and the derated capacity has been calculated and plated. A second signature, typically the safety lead, confirms the operator's competence and the control arrangements around fitting and storage.

Scope

When is an attachment use authorisation required?

This authorisation covers one thing: whether a specific attachment may be used on a specific truck by a specific operator. It is not a general equipment licence and it is not an ongoing behavioural check.

Use this template when

  • An attachment is being fitted to a truck for the first time, or fitted to an additional truck
  • A new operator needs authorising on an attachment that is already approved for that truck
  • An attachment's approval is being reviewed after a manufacturer bulletin, incident or interval
  • The asset register or competency matrix needs an authorisation entry added or retired
  • A linked record depends on this one existing, such as the equipment authorisation or asset register

Do not use it for

  • Powered Truck Daily Check, which checks the base truck before each shift and does not address attachment compatibility or derated capacity
  • Mobile Plant Defect Report, which reports a defect found at any time and is not the route for approving an attachment
  • Mobile Plant Operator Observation, which is a periodic behavioural check of an already-authorised operator, not the initial or renewed approval itself
  • Forklift Operator Training (TRN-044) or the equivalent machine training, which certifies base competence and is a precondition for this authorisation, not a substitute for it
  • General equipment authorisation, which covers the truck alone and does not carry over to an attachment with different rated capacity or handling

Compliance mapping

Which ISO 45001 cl.7.2 requirements does this satisfy?

Nothing prescribes an 'attachment authorisation' by name. The obligation is assembled from a manufacturer-approval requirement for modifications and a competence requirement for the specific task, and the record exists to evidence both together.

ClauseRequirementWhere it lands
OSHA 29 CFR 1910.178(a)(2)Attachments affecting capacity and safe operation must not be added without written approval from the truck manufacturerCompatibility
OSHA 29 CFR 1910.178(a)(5)Where an attachment is fitted, the truck must be identified and marked with the approximate combined capacity at maximum elevation, load laterally centredCompatibility
ISO 45001 cl.7.2Competence for the specific work is determined, and evidenced, on the basis of appropriate education, training or experienceCompetence
ISO 45001 cl.7.1Resources needed to establish, implement and maintain the management system, including verification of equipment capability, are determined and providedHeader
ISO 45001 cl.8.1.1Operational controls are established, implemented and maintained as planned, including controls over equipment configuration changesControl
ISO 45001 cl.7.5.3Documented information is controlled so the current authorisation status is available where it is neededOutcome
ISO 45001 cl.9.1.1Monitoring of what is to be measured, including reassessment intervals for equipment and competenceOutcome

What it does not cover

  • Powered Truck Daily Check, which is the pre-shift check on the base truck and does not confirm an attachment is approved or correctly plated.
  • Mobile Plant Defect Report, which captures a defect found on any equipment at any time, not the deliberate approval decision this record makes.
  • Mobile Plant Operator Observation, which is the periodic, unannounced behavioural check of an operator already authorised, not the authorisation itself.
  • Forklift Operator Training and the other machine-specific training records, which certify base competence on the truck and are a precondition here, not the attachment approval.
  • A general equipment or licence authorisation, which covers the base machine and does not extend to a fitted attachment with a different rated capacity.

Global

Attachment Use Authorisation requirements by country

The core obligation — no unapproved modification, and demonstrated competence for the actual configuration in use — is consistent across regimes. What differs is how explicitly the attachment scenario is named.

United States

OSHA 29 CFR 1910.178(a)(2) and (a)(5)

Modifications and additions affecting capacity require written manufacturer approval, and the truck must be marked with the resulting combined capacity.

An attachment fitted without that written approval is a citable modification regardless of how competent the operator is, because the standard addresses the equipment change directly.

United Kingdom

PUWER 1998 reg.4 and LOLER 1998 reg.4 (where the attachment lifts a load)

Work equipment must be suitable for the purpose and condition of use; lifting attachments carry an additional suitability duty under LOLER.

A clamp or rotator that becomes a lifting accessory brings LOLER's thorough-examination regime into play, which most sites do not anticipate.

International

ISO 45001 cl.7.2 and cl.8.1.1

Competence for the specific task must be determined and evidenced, and operational controls over equipment configuration must be maintained as planned.

Certification auditors will ask for the attachment-specific competence record separately from the base truck's, and a combined general licence will not answer the question.

How to complete it

How to complete an attachment use authorisation, step by step

The form prompts for a yes or no against compatibility, competence and control. What decides whether the authorisation is defensible is the reasoning behind those answers.

Get the derated figure from a calculation, not a guess

Base capacity minus an estimate for the attachment is not a derated capacity; it is a number that looks like one. The figure needs to come from the manufacturer's approval data for that attachment on that specific truck model and mast, and the calculation should be attached to the record, not just its result.

Treat the plate as unfinished until it is physically changed

An authorisation with 'derated plate fitted' marked No still permits use of a truck carrying the wrong capacity information. Do not sign off authorised-to-use until the plate matches the record, because the operator reads the plate, not the file.

Authorise the combination, not the operator or the attachment alone

An operator trained on a rotator fitted to one reach truck is not thereby competent on the same rotator on a different model with different mast geometry and hydraulic flow. Familiarisation and practical assessment need recording against the specific truck named, and a transfer to another truck is a new authorisation.

Set the review trigger around the attachment, not the calendar

A reassessment date catches drift over time, but what actually invalidates an authorisation is a change: a different mast, a hydraulic modification, a manufacturer bulletin, or the attachment moving to another truck. Name those triggers so the authorisation becomes due when the equipment changes, not only when the date arrives.

What auditors find

Most common attachment use authorisation findings

Attachment authorisations tend to exist on paper. The findings concern whether the compatibility arithmetic behind them was actually done, and whether the truck reflects it.

FindingClauseWhat fixes it
Attachment fitted without written manufacturer approval for that truck model.OSHA 29 CFR 1910.178(a)(2)Obtain and file the manufacturer's written approval before the attachment is authorised for use.
Derated capacity calculated but the truck's data plate was never replaced.OSHA 29 CFR 1910.178(a)(5)Hold the authorisation open until the plate is physically fitted and photographed as evidence.
Operator authorised on the attachment generally, with no record against the specific truck it is fitted to.ISO 45001 cl.7.2Record familiarisation and practical assessment against the named truck-attachment combination, not the attachment alone.
Attachment not entered on the asset register, so it is untracked once removed from the truck.ISO 45001 cl.8.1.1Register the attachment as an asset with its own inspection regime, independent of the truck it happens to be fitted to.
Removal and refitting of the attachment is uncontrolled, letting it return to service unchecked.ISO 45001 cl.8.1.1Name who may fit or remove the attachment and check the authorisation before return to service.
Authorisation status is not reflected in the site's competency or attachments matrix.ISO 45001 cl.7.5.3Update the matrix at the point authorisation is granted, not as a separate administrative step afterwards.

Case in point

Case in point: the rotator that was never re-plated

A recycling site fitted a bale-clamp rotator to a reach truck to speed up baled-material handling. Engineering calculated the derated capacity correctly, approved the manufacturer compatibility, and trained two operators on the combination. The paperwork was complete and signed. The physical plate on the truck, however, still read the original unattached rating, because the fitter who installed the rotator was not the person responsible for ordering a replacement plate, and nobody's role explicitly covered it.

Four months later a third operator, not one of the two authorised, used the truck with the rotator during a shift-cover gap, working to the plate rather than a training record he had never seen, and tipped a load exceeding the true derated capacity by a wide margin. The authorisation had correctly identified the risk and calculated the number; it simply had no mechanism forcing the truck to agree with the paper record, and no control preventing an unauthorised operator from using it meanwhile.

The template

The template, field by field

The form exactly as it installs. Every field, option, score and conditional rule is editable, and the links to other templates come with it.

45fields
5 sections
Reference
FLT-034
Archetype
Record
Record ID
AUA-2026-000
Scoring
Authorisations current
Direction
High is good
Singleton
Yes
Basis
ISO 45001 cl.7.2
Links
Links Equipment authorisation, Asset register
Tags
Fleet, Attachments
Sections
5
Fields
45
Follow up fields
3
Repeating sections
0
Links out
3
Field typesOwn ID, generated on saveCase thread and parentPick list from a registryLinked to another templateFollow up, dashed outlineScored

Header

13 fields
Text

Authorisation ID*

Generated on save

Auto sequence. Format AUA-2026-000.

The record's own ID. Other templates point at this value.

Single Choice

Status*

Scored

Drives who this goes to next.

  • Planned2 pts
  • In progress2 pts
  • Complete3 pts
  • Deferred0 pts
  • Open0 pts
  • Closed3 pts
  • Overdue0 pts
Date & Time

Date and Time*

Users

Completed By*

Pick List

Site*

From FDN-001 Site NameFilter: Status is Active
Text

Site ID*

Linked

Format SITE-000.

Links to FDN-001 Site ID

Single Choice

Truck*

From FDN-002 Asset Name
Text

Attachment Description*

Single Choice

Attachment Type*

ClampRotatorFork positionerPush pullJibDrum handler
Users

Operator*

Single Choice

Base Truck Capacity Known*

Scored
  • Yes3 pts
  • No0 pts
Single Choice

Derated Capacity Calculated*

Scored
  • Yes3 pts
  • No0 pts
Info

Attachments Change The Capacity Plate

Fitting a clamp or a rotator reduces rated capacity and shifts the centre of gravity. Almost nobody recalculates, and the plate on the truck stays as it was.

Compatibility

6 fields
Single Choice

Attachment Approved By Truck Manufacturer*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Hydraulic Capacity Adequate*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Mounting Correct And Secure*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Derated Plate Fitted To The Truck*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Load Centre Change Understood*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Stability Verified*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator

Competence

6 fields
Single Choice

Operator Trained On This Attachment*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Familiarisation Recorded*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Practical Assessment Completed*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Limits Explained To The Operator*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Attachment Specific Hazards Explained*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Refresher Interval Set*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts

Control

6 fields
Single Choice

Attachment On The Asset Register*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Inspection Regime Defined*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Only Authorised Operators Use It*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Removal And Fitting Controlled*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Storage When Not Fitted Defined*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts
Single Choice

Authorisation Recorded In Matrix*

Scored
  • Yes3 pts
  • Partly1 pt
  • No0 pts

Outcome

14 fields
Single Choice

Authorised To Use*

Scored
  • Yes3 pts
  • With restrictions1 pt
  • No0 pts
Text

Restrictions

Optional
Date & Time

Valid Until*

Single Choice

Matrix Updated*

Scored
  • Yes3 pts
  • No0 pts
Single Choice

Derated Plate Verified*

Scored
  • Yes3 pts
  • No0 pts
Date & Time

Reassessment Due*

Single Choice

Action Required*

Scored

Raise the action record, then enter its reference here.

  • No2 pts
  • Yes0 pts
Single Choice

Priority

OptionalScoredShows if Action Required equals Yes
  • High0 pts
  • Medium1 pt
  • Low3 pts
Text

CAPA ID

OptionalLinkedShows if Action Required equals Yes

Format CAPA-2026-00000.

Links to FDN-014 CAPA ID

Users

Action Owner

OptionalShows if Action Required equals Yes
Users

Engineering*

Signature

Signature*

Users

Safety Lead*

Signature

Second Signature*

FLT-034 · record IDs look like AUA-2026-000 · Links Equipment authorisation, Asset register

Open in Knowella

Run it with agents

From a document you fill in to a programme that runs itself

The authorisation itself is a snapshot. What actually fails is the truck drifting out of step with it: the plate that never got changed, the attachment that moved to another machine, the operator who covered a shift without the record being checked.

KnowFleet

Holds the attachment authorisation against the asset register and the truck it names, and flags when an attachment appears on a truck the record does not cover.

KnowTrain

Links the authorisation to the specific familiarisation and practical assessment it depends on, so a competence gap shows up before the truck is used, not after.

Ella
Ella

Watches for attachments moved between trucks or manufacturer bulletins affecting an approved combination, and raises the reassessment rather than waiting for the stated date.

This template lives in KnowFleet — fleet and transport. Drivers, vehicles, hours, cargo securement and operator licence compliance.

Meet KnowFleet→

Glossary

Attachment Use Authorisation definitions and key terms

Rated capacity
The maximum load a truck may lift, as tested and certified for a specific configuration, load centre and mast height.
Derated capacity
The reduced capacity that applies once an attachment is fitted, calculated from the attachment's own weight and how far it moves the load centre.
Load centre
The horizontal distance from the face of the forks to the centre of gravity of the load; attachments typically increase it, which reduces safe capacity.
Capacity plate
The data plate fixed to the truck stating rated or derated capacity for the configuration currently fitted; it must match the equipment as it actually stands.
Familiarisation
Supervised, hands-on operation of the specific attachment on the specific truck, distinct from classroom or general equipment training.

FAQ

Frequently asked questions about attachment use authorisation

Does every attachment need its own authorisation?+

Yes, if it changes rated capacity, load centre or handling characteristics, which almost all forks-mounted attachments do. A change of attachment is a change of equipment configuration, not a cosmetic difference, and the authorisation follows the combination rather than the truck.

Can one authorisation cover an operator across several trucks?+

No. Mast geometry, hydraulic flow and control layout differ between models even when the attachment is identical, and familiarisation on one truck does not transfer. Each truck-attachment-operator combination needs its own record.

Who is responsible for the capacity plate, engineering or the workshop?+

Engineering is responsible for the calculation; whoever fits the attachment is responsible for the plate matching it before the truck returns to service. Splitting the two without naming an owner for the second half is the most common way the plate goes unreplaced.

What triggers a reassessment of an existing authorisation?+

A manufacturer bulletin affecting the attachment, a modification to the truck's mast or hydraulics, the attachment moving to a different truck, or an incident involving the combination. A stated interval is a backstop for changes nobody flagged, not the primary trigger.

Is training on the attachment enough on its own?+

No. Training evidences operator competence but says nothing about manufacturer approval for that truck or whether the derated capacity has been calculated and plated. All three have to be true together.

What happens if an attachment is temporarily removed?+

The truck reverts to its base rated capacity, and the original plate applies again, provided it was retained rather than overwritten. Storage and control of the attachment when it is off the truck should be defined so nobody refits it without checking the authorisation is still current.

Keep going

Related templates and programmes

Industries this is written for

Siddarth Singh

Written and reviewed by

Siddarth Singh

Founder & Chief Executive Officer, Knowella

Certified Safety Professional and industrial and systems engineer with more than a decade inside food supply chain, freight and manufacturing operations. This page was written against the current text of the standards it cites, not against secondary summaries of them.

  • Certified Safety Professional (CSP), Board of Certified Safety Professionals
  • MBA, University of Chicago Booth School of Business
  • MS and BS, The Ohio State University, Industrial and Systems Engineering
  • Six Sigma Black Belt
Verify with BCSP →

Sources and last review. Reviewed 16 August 2026 against:

  • OSHA 29 CFR 1910.178(a) — Powered industrial trucks, general requirements
  • ISO 45001:2018 clauses 7.1, 7.2, 8.1.1, 9.1.1 and 7.5.3
  • PUWER 1998 regulation 4 and LOLER 1998 regulation 4 (UK)
  • ANSI/ITSDF B56.1 — Safety standard for low lift and high lift trucks

This page is general guidance, not legal advice. Confirm requirements with your jurisdiction’s regulator.

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