CR
Cedar Ridge Manufacturing
Environment · Health · Safety
CONFIDENTIAL · EHS RECORD
Workplace Incident Investigation Report

Forklift
Collision —
Bay 3.

Powered industrial truck contacted a pallet-rack upright during a reverse maneuver, resulting in a minor hand laceration to the operator and localized rack damage. Operations in Bay 3 were paused pending inspection.

OSHA Recordability / Severity Classification
Recordable — First Aid · Minor (S2)
Incident No.
CRM-2026-0147
Date / Time
May 14, 2026 · 14:08
Location
Bay 3 — Rack Aisle C
Investigator
Priya Nair, EHS Mgr
01
Executive Summary
For: Safety / EHS Manager
Action: Corrective-action planning

On May 14, 2026 at approximately 14:08, a sit-down counterbalance forklift operated by Marcus Hale contacted the second upright of pallet rack C-12 while reversing out of a staging position in Bay 3. The operator sustained a minor laceration to the left hand from a dislodged banding clip and received on-site first aid; he returned to modified duty the same shift with no lost time.

No structural failure of the rack occurred, but the upright was visibly deflected, so Bay 3 lane C was immediately barricaded and removed from service pending a load-rated inspection. The forklift was tagged out and inspected; no mechanical defect was found. Root-cause analysis identified an obstructed reversing sightline as the immediate cause, enabled by two organizational gaps: overflow pallets staged outside the marked footprint and a bypassed spotter requirement during a non-standard, mid-handoff task.

This report documents the sequence of events, the root-cause analysis, and the corrective-action plan now in progress. None of the findings indicate operator negligence; the controls that should have prevented a blind reversing move were absent at the moment of the task. The recommended engineering and administrative controls in Section 04 are designed to make a recurrence of this event mechanically improbable rather than dependent on individual vigilance.

Injuries
1
Minor · First aid only
Lost-Time Days
0
Modified duty same shift
Property Damage
$3.4k
Rack upright + clip
Lane Downtime
11h
Bay 3 — Aisle C
Immediate Cause

Forklift reversed without a confirmed clear path; the operator's rearward sightline was blocked by stacked Gaylord boxes staged outside the marked footprint, and no spotter was assigned for the task.

Snapshot — Factors at the Time of Contact

Factor
Finding
Operator
Marcus Hale — certified, 4 yrs experience, current evaluation
Equipment
Unit FL-07 — last PM 2026-04-30, no mechanical defects found
Task
Non-standard inbound staging during shift handoff, no spotter
Environment
Dry floor, normal lighting, congested aisle, blocked sightline
Witnesses
Three; dock-cam DC-3 and FL-07 telematics corroborate
Reportability & Notifications

Classified OSHA-recordable (first-aid, minor). Reported to the EHS manager at 14:30 and logged to the corporate incident system the same day. No regulatory notification thresholds were triggered; the event is retained for the OSHA 300 log and internal trend analysis.

CRM-2026-0147 · Forklift Collision — Bay 3
EHS Investigation · Page 2 of 5
02
Sequence of Events
Reconstructed from
dock cam + 3 witnesses

The following timeline was reconstructed from dock-camera DC-3 footage, the forklift's telematics log, and statements from three witnesses. Times are normalized to the facility clock, and each entry is corroborated by at least two independent sources.

13:52
Inbound trailer 4471 arrived at Dock 6; standard receiving began. Overflow pallets were temporarily staged in Aisle C outside the painted footprint to clear the dock apron.
14:05
Operator Hale was reassigned mid-task to relocate two pallets from Aisle C to the QA hold area — a non-standard staging move during shift handoff. No spotter was assigned.
14:08
Reversing out of the staging slot, the operator's rear sightline was blocked by the stacked Gaylord boxes. The counterweight contacted upright C-12 at an estimated 3.5 mph. A banding clip dislodged and struck the operator's left hand.
14:09
Operator set the brake, dismounted, and reported the contact to the line lead. Visible deflection of the upright was noted; the lane was verbally closed.
14:14
First aid administered at Station 2 for a superficial laceration. No further medical treatment required; operator declined transport.
14:30
EHS notified; Aisle C lane C barricaded and tagged out pending rack-integrity inspection. Scene photographs captured before any cleanup.
15:10
Forklift FL-07 tagged out and moved to the maintenance bay for inspection; telematics exported for the contact window.
16:45
Operator returned to modified duty same shift. Witness statements collected from the line lead and two receiving associates.
Time to First Aid
6m
Within target
Time to Report
22m
EHS notified
Scene Secured
14:30
Lane barricaded
Evidence Sources
5
Cam · log · 3 stmts
Contributing Conditions

Staging outside the marked footprint, a mid-task reassignment during handoff, and the absence of a spotter together removed every layer of protection against the blocked-sightline hazard. The emergency response itself was prompt and well-executed — first aid within six minutes and the scene secured within the half-hour — which limited the consequences and preserved the evidence used in this analysis.

Evidence Basis & Confidence

The reconstruction draws on continuous dock-camera DC-3 footage covering 13:50–14:12, the FL-07 telematics speed-and-steering log, and three independently taken witness statements that agree on the sequence and timing. The estimated 3.5 mph contact speed is derived from telematics and is consistent with the observed rack deflection. Confidence in this sequence is HIGH; no material conflicts between sources were found.

CRM-2026-0147 · Forklift Collision — Bay 3
EHS Investigation · Page 3 of 5
03
Root-Cause Analysis
Method: 5-Why +
contributing-factor weighting

A 5-Why analysis traced the contact from the proximate event to the underlying system gaps. Each contributing factor below is weighted by its assessed share of causation, informing where corrective action will have the greatest effect.

Weighting confirms that the proximate trigger — a blocked rear sightline — was itself enabled by two organizational gaps of nearly equal force: tolerated overflow staging and a bypassed spotter requirement. Eliminating either upstream gap would have broken the chain before the operator ever reversed blind.

Contributing-Factor Weighting

Blocked rear sightline
Primary
Staging outside footprint
High
No spotter assigned
High
Mid-task reassignment
Med
Handoff communication gap
Med

5-Why Chain

#
Question & Answer
1
Why did the contact occur? The reversing operator could not see upright C-12.
2
Why was the line of sight blocked? Gaylord boxes were stacked in the travel path.
3
Why were boxes staged there? Overflow was placed outside the marked footprint to clear the dock.
4
Why was overflow staging tolerated? No standing rule governs temporary staging during peak inbound.
5
Why was no spotter used? Reassignment mid-handoff bypassed the spotter requirement for blind moves.

Barrier Analysis — Which Defenses Failed

Barrier
Status
Why it failed / was absent
Marked travel-path
Defeated
Overflow stacked outside the footprint
Spotter for blind moves
Absent
Bypassed in mid-handoff reassignment
Staging-zone rule
Missing
No standing rule for peak-inbound overflow
Operator training
Held
Certified, current; not a causal factor
Root Cause Statement

The absence of an enforced temporary-staging standard, combined with a handoff process that allowed a blind reversing task to proceed without a spotter, permitted a foreseeable blocked-sightline hazard to result in contact and injury. Three of four protective barriers were defeated, absent, or never established; only operator competency held, and competency alone cannot substitute for a missing physical or procedural control.

CRM-2026-0147 · Forklift Collision — Bay 3
EHS Investigation · Page 4 of 5
04
Corrective Actions & Closure
Owner · Due date · Status
Verified by EHS
CA-1
Inspect and load-rate rack upright C-12; replace if deflection exceeds tolerance
Owner: Facilities — D. Cho · Due: 2026-05-16
Done
CA-2
Publish a temporary-staging standard with marked overflow zones and a no-stack travel-path rule
Owner: Ops — T. Vega · Due: 2026-05-28
In progress
CA-3
Reinforce mandatory spotter for all blind reversing moves; add to shift-handoff checklist
Owner: EHS — P. Nair · Due: 2026-05-30
In progress
CA-4
Refresher toolbox talk on pedestrian and blind-corner hazards for all Bay 3 operators
Owner: EHS — P. Nair · Due: 2026-06-06
Open

Corrective-Action Progress

CA-1 · Rack inspection
Done
CA-2 · Staging standard
65%
CA-3 · Spotter rule
55%
CA-4 · Toolbox talk
Open
Recommendations & Lessons Learned

Convex mirrors at Aisle C blind corners and a floor-marked overflow lane are recommended as engineering controls that outrank reliance on the spotter rule. The investigation reinforces that peak-inbound pressure must not be allowed to suspend established movement standards, and that temporary staging needs a governing rule rather than ad-hoc judgment under load.

Effectiveness Verification

Control
Verification method & target
Engineering
Mirror + floor-marking install audit · by 2026-06-20
Administrative
Spotter compliance spot-checks, 30 days · by 2026-07-06
Training
100% Bay 3 operator sign-off on toolbox talk
Recurrence
Zero blind-corner near-misses logged, 90-day review

Investigation Closure

Prepared by — EHS Manager
Priya Nair · May 18, 2026
Reviewed by — Plant Manager
Janelle Ruiz · May 19, 2026

Appendix: Dock-cam clip DC-3 (14:04–14:12), telematics export FL-07, three witness statements, and rack-inspection certificate are retained in EHS file CRM-2026-0147. This report is an internal safety record prepared for corrective-action purposes.

CRM-2026-0147 · Forklift Collision — Bay 3
EHS Investigation · Page 5 of 5