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.
| Clause | Requirement | Where 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 manufacturer | Compatibility |
| 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 centred | Compatibility |
| ISO 45001 cl.7.2 | Competence for the specific work is determined, and evidenced, on the basis of appropriate education, training or experience | Competence |
| ISO 45001 cl.7.1 | Resources needed to establish, implement and maintain the management system, including verification of equipment capability, are determined and provided | Header |
| ISO 45001 cl.8.1.1 | Operational controls are established, implemented and maintained as planned, including controls over equipment configuration changes | Control |
| ISO 45001 cl.7.5.3 | Documented information is controlled so the current authorisation status is available where it is needed | Outcome |
| ISO 45001 cl.9.1.1 | Monitoring of what is to be measured, including reassessment intervals for equipment and competence | Outcome |
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.
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.
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.
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.
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.
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.
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.
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.
| Finding | Clause | What 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.7.2 | Record 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.8.1.1 | Register 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.8.1.1 | Name 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.7.5.3 | Update 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.
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
Header
13 fieldsAuthorisation ID*
Auto sequence. Format AUA-2026-000.
The record's own ID. Other templates point at this value.
Status*
Drives who this goes to next.
- Planned2 pts
- In progress2 pts
- Complete3 pts
- Deferred0 pts
- Open0 pts
- Closed3 pts
- Overdue0 pts
Date and Time*
Completed By*
Site*
Site ID*
Format SITE-000.
Links to FDN-001 Site ID
Truck*
Attachment Description*
Attachment Type*
Operator*
Base Truck Capacity Known*
- Yes3 pts
- No0 pts
Derated Capacity Calculated*
- Yes3 pts
- No0 pts
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 fieldsAttachment Approved By Truck Manufacturer*
- Yes3 pts
- Partly1 pt
- No0 pts
Hydraulic Capacity Adequate*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Mounting Correct And Secure*
- Yes3 pts
- Partly1 pt
- No0 pts
Derated Plate Fitted To The Truck*
- Yes3 pts
- Partly1 pt
- No0 pts
Load Centre Change Understood*
- Yes3 pts
- Partly1 pt
- No0 pts
Stability Verified*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Competence
6 fieldsOperator Trained On This Attachment*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Familiarisation Recorded*
- Yes3 pts
- Partly1 pt
- No0 pts
Practical Assessment Completed*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Limits Explained To The Operator*
- Yes3 pts
- Partly1 pt
- No0 pts
Attachment Specific Hazards Explained*
- Yes3 pts
- Partly1 pt
- No0 pts
Refresher Interval Set*
- Yes3 pts
- Partly1 pt
- No0 pts
Control
6 fieldsAttachment On The Asset Register*
- Yes3 pts
- Partly1 pt
- No0 pts
Inspection Regime Defined*
- Yes3 pts
- Partly1 pt
- No0 pts
Only Authorised Operators Use It*
- Yes3 pts
- Partly1 pt
- No0 pts
Removal And Fitting Controlled*
- Yes3 pts
- Partly1 pt
- No0 pts
Storage When Not Fitted Defined*
- Yes3 pts
- Partly1 pt
- No0 pts
Authorisation Recorded In Matrix*
- Yes3 pts
- Partly1 pt
- No0 pts
Outcome
14 fieldsAuthorised To Use*
- Yes3 pts
- With restrictions1 pt
- No0 pts
Restrictions
Valid Until*
Matrix Updated*
- Yes3 pts
- No0 pts
Derated Plate Verified*
- Yes3 pts
- No0 pts
Reassessment Due*
Action Required*
Raise the action record, then enter its reference here.
- No2 pts
- Yes0 pts
Priority
- High0 pts
- Medium1 pt
- Low3 pts
CAPA ID
Format CAPA-2026-00000.
Links to FDN-014 CAPA ID
Action Owner
Engineering*
Signature*
Safety Lead*
Second Signature*
FLT-034 · record IDs look like AUA-2026-000 · Links Equipment authorisation, Asset register
Open in KnowellaRun 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.
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.
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.

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
Programmes this belongs to
Used together in Equipment and Task Training
Mobile Plant Operator Observation
Observes an operator working, covering speed, load handling, horn use, pedestrian awareness and parking
Competency Matrix
Shows which skills and training each role requires and who currently holds them
Skills Assessment
Assesses whether a worker can actually perform a task to standard, by watching them do it
Forklift Operator Training
Covers forklift operation, stability, load handling, pedestrian awareness and pre-use checks
Reach Truck Training
Covers reach truck operation, high level stacking and stability at height
Pallet Jack Training
Covers safe use of manual and powered pallet jacks, including load control and pedestrian areas
More in Yard and Mobile Plant
Powered Truck Daily Check
Checks a forklift before each shift, covering forks, mast, hydraulics, brakes, horn, lights and data plate
Mobile Plant Defect Report
Reports a defect found on any mobile equipment at any time, not only at pre-use check
Forklift Battery and Charging Check
Checks charging area ventilation, electrolyte handling, connectors, eyewash and no ignition sources
Mobile Plant Operator Observation
Observes an operator working, covering speed, load handling, horn use, pedestrian awareness and parking
Pedestrian Detection System Check
Checks proximity warning, camera and detection systems fitted to mobile plant

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
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.