Equipment preventive maintenance checklist template


  • Maintenance templates
  • What Is Preventive Maintenance? The Beginner’s Guide to Running PMs
  • Heavy Equipment Preventive Maintenance Checklist Template
  • Maintenance Tips & Checklist
  • Preventive Maintenance Checklist: How eForms Increase Productivity And Improve Equipment Operation
  • 32+ Maintenance Checklist Templates
  • How To Prepare A Preventive Maintenance Checklist [Examples Included]
  • Maintenance templates

    Get Started Preventive maintenance is an undeniably critical competent to any maintenance strategy. Preventive maintenance is crucial to any business looking to reduce maintenance costs and the number of reactive maintenance issues.

    But … what exactly is preventive maintenance? What Is Preventive Maintenance? Preventive maintenance involves taking the necessary precautions and actions to prevent accidents or equipment failures from occurring before they happen. The goal of preventive maintenance is to prevent equipment failure before it occurs, and to reduce the risk of accidents.

    Ultimately, taking certain precautions to ensure minimal risk to your business means that you and your staff can focus on improving what already works, instead of having to repair what is broken. Any type of maintenance that is not reactive i.

    Taking regular preventive maintenance measures will ensure that you and your business are protected from substantial risks and accidents, keeping your business goals and safety goals intact. Here are some of the most common different types: Time-based maintenance It can be helpful to create a monthly or annual maintenance schedule that complies with manufacturer recommendations for inspecting and cleaning equipment to keep you on track.

    Even outside of these recommendations, you should keep in mind that the most essential equipment to your business should be checked regularly to ensure the best possible operations. Examples of calendar-based maintenance might include servicing your air conditioning a month or two out from summer, replenishing salt for soft water systems, and cleaning vents to comply with health standards at least twice per year.

    When creating a time-based preventive maintenance plan, or deciding what to add to it, consider the major utilities, equipment, tools, and technology that your business depends upon for success. These should be checked on a regular basis to ensure that your business continues to thrive.

    This is referred to as usage-based maintenance. Predictive maintenance Predictive maintenance relies on sensors to capture information about equipment i. Predictive maintenance entails monitoring the condition of essential machinery to track performance, and to detect possible defects that could result in a system crash.

    This type of preventive maintenance might be especially relevant for manufacturing, food production plants, power and energy industry where the information gleaned from predictive maintenance will allow for maintenance managers to predict when system downtimes may occur based on previous patterns, and to schedule maintenance tasks to reduce crashes on critical operational equipment.

    Prescriptive maintenance Similar to the patterns that predictive maintenance analyzes, prescriptive maintenance uses advanced analytics, machine learning, and artificial intelligence to generate predictions about maintenance, and also act on them. What does this mean? Basically, prescriptive maintenance makes recommendations to improve system operations, and also follows up on its own to produce a work order and oversee the entire process.

    Sound advanced? Preventive maintenance means less energy consumption for your assets and equipment due to high levels of operational efficiency, which will reduce your utility bills. These are only a few of the specific benefits that accompany regular preventive maintenance. Disadvantages of Preventive Maintenance You might be wondering, How could there possibly be a downside to staying prepared? Nevertheless, there are a few drawbacks to regular preventive maintenance that you may want to consider before going investing, including: Budget constraints and considerations, which may not be able to support all relevant preventive maintenance procedures and inspections that ideally need implementation; Time-consuming scheduling and inspections, which may not be feasible given the volume of customers, responsibilities, etc.

    Proper planning is crucial to implement an effective preventive maintenance program, which will ultimately take time. While all of these can wreak havoc on your business, you should be the most leery of overspending on preventive maintenance.

    Thus, there are a few markers you can use to determine whether a preventive action or measure is necessary. For one, how long has it been since a piece of equipment or technology has been tested, updated, or improved if new parts are applicable?

    If possible, always check the work history on the item in question before scheduling a maintenance activity, or keep a log of recent malfunctions and upgrades. In addition, be careful not to overdo it with simple preventive measures, such as over-salting parking lots in the winter, over-lubricating machinery, or over-scheduling the number of safety walks your employees must take, for example.

    Such actions will result in lost time, and in other cases, unintentional and preventable damage where there previously was none. Always carefully consider whether a preventive action really needs to be performed. Preventive maintenance is truly a matter of common sense, depending on factors like weather conditions, record, recommendations, and timing, among others. Only take preventive maintenance actions when the benefits of doing so will outweigh the risks and costs. Instead, the cost of preventive maintenance will boil down to labor costs for large facilities and staff , and ultimately to the number of machines and utilities you need improved or protected.

    Do what you can, where you can, to avoid future damages to your business caused by preventable accidents. This can be as simple and as budget-friendly as manually cleaning a ventilation system, increasing lubrication frequency on equipment, or spending one hour training staff to operate certain machinery safely and effectively.

    To determine how much of your budget should be allocated to preventive maintenance, you should: Add up the total cost of your reactive maintenance for the past year; Consider the value of all your equipment. Be sure to specify these goals in a spreadsheet so that your entire staff can be on the same page and support the goal in whatever way they can.

    Finally, if any of the preventive maintenance performed results in new processes or important information, train your staff to manage equipment and handle all machinery or technology effectively and safely. Taking the time to educate your staff will result in higher productivity and increased efficiency for your business.

    These three steps establish a baseline for your preventive maintenance program. Once some form of machine failure has already occurred, the action taken is no longer preventive, but reactive.

    Preventive maintenance software are great tools for efficiently creating and scheduling work orders digitally for preventive maintenance. Furthermore, many software providers are quite affordable, and keeps all your maintenance history in one place.

    Using preventive maintenance software will greatly benefit your business, as preventive maintenance programs will enable you to create and submit digital work order forms in one streamlined system, and allow you to modify completed or in-process repairs and maintenance.

    In addition, many of these programs removes most of the administrative tasks off technicians, so they can focus on inspecting and maintaining equipment.

    Preventive maintenance software will also allow technicians to easily access all of the preventive maintenance work orders they need to perform, and will send alerts and reminders about when the next inspection is due.

    A comprehensive checklist will help you remain on task, and will keep the preventive maintenance process streamlined. Rather than trying to retain a vague idea of what might need attention around your business, referencing a solid checklist will help you reach all of your preventive maintenance goals. To create an effective preventive maintenance checklist, start by listing all of the assets around your business that could benefit from regular inspection. Next, gather original equipment manufacturer OEM manuals—if not all, then at least all of the manuals you have on hand that pertain to your assets and equipment.

    Finally, review the history of your assets. Have certain pieces of machinery had breakdowns in the past? Restaurants, in particular, tend to operate using a lot of high-value equipment, such as walk-in refrigerators and freezers, expensive ovens, etc. Preventive maintenance can extend the life of top-dollar equipment, so the business can get the most bang for its buck. Manufacturing Industry The machines used in many factories and warehouses are usually very expensive, and often custom-made.

    If a single piece of equipment fails, this can lead to significant losses for the entire company. This makes preventive maintenance highly necessary and worthwhile for manufacturing businesses—the benefits of preventive maintenance are always worth the cost. Fleet Management Industry Fleet management entails the management of commercial motor vehicles, including cars, vans, trucks, forklifts, and more. Many businesses depend on such vehicles to move equipment, deliver goods, and execute their services.

    For these reasons, preventive maintenance is essential to this industry. Common preventive maintenance tasks include changing oil and filter, performing regular tune-ups, and lubricating chassis.

    Ensure your HVAC system is routinely inspected seasonally is a good rule of thumb to avoid costly repairs in the event of future damage. Inspect All Essential Business Vehicles Be sure to have essential business vehicles inspected as frequently, or as often as recommended by the manufacturer. Failure to perform routine maintenance could result in breakdowns, engine failure, and dangerous driving conditions. If possible, set up service reminders via an app, or check your mileage to stay on top of vehicle inspections.

    Water damage, for instance, can be detrimental to community living, but is easily preventable with routine inspections and maintenance. A few things around the property to check regularly include roofs and gutters, bathroom plumbing grout and caulking , appliances such as dishwashers and garbage disposals, and outdoor low spots i. Preventive maintenance can be as complicated, or as simple, as you make it.

    What Is Preventive Maintenance? The Beginner’s Guide to Running PMs

    Template Asset management template A template for creating an asset management policy for your company with sample text to help guide decisions on asset design, purchasing, maintenance, and more. Template Maintenance metrics template A template for calculating the most common maintenance metrics, including mean time to repair, overall equipment efficiency, and more. Template Equipment maintenance log template A template for tracking inspections and repairs on equipment so you can create asset histories, build schedules, standardize data collection, and more.

    Template Maintenance strategy template A template for establishing goals, KPIs, and metrics for your maintenance team that will help you prove the impact and ROI of maintenance. Template Asset criticality analysis template Calculate the criticality of your assets so you can build better maintenance schedules, prioritize PMs, sort backlog, purchase parts, and more.

    Template Maintenance work order template Use this maintenance work order template to create standardized work orders so you can prioritize, schedule, complete, and analyze tasks quickly and easily. Template Template for preventive maintenance checklist A template for building a preventive maintenance checklist or preventive maintenance tasklist so work can get done faster, safer, and with fewer errors.

    Template Backlog prioritization template Get a framework to help you prioritize deferred maintenance so you know where to spend your team's time, money, and resources. Checklist Facility shutdown checklist for maintenance A maintenance checklist for a long or short-term shut down of a facility so you can protect assets and adjust preventive maintenance schedules. Checklist Facility startup checklist for maintenance A checklist to help the maintenance team start up a facility after a short or long-term shutdown.

    Heavy Equipment Preventive Maintenance Checklist Template

    Switch from paper to digital checklists within a few minutes Checklists are key documents, but the choice of their format is just as important: maintenance checklist in digital format available directly in your CMMS software computerized maintenance management system have the advantage, unlike paper, of being accessible at any time and in any place, anywhere in the factory, which allows field technicians to be mobile, and therefore to check and validate tasks at the foot of the equipment in order to ensure optimal information restitution.

    Digitizing this feature has many advantages: documents are all gathered and accessible in the same place, which prevents the risk of loss or destruction and provides real-time feedback to other technicians and service managers. Adapt you checklists to your business field All industries have their own standards and regulations to ensure operator safety, optimal efficiency and good practices.

    The maintenance checklist available on Mobility Work CMMS mobile app help your company to ensure the clarity and efficiency of procedures, and are easily accessible to your employees who can edit and complete them.

    Mobility Work provides you with the possibility to easily customize your checklists according to your business field, for example: HVAC and refrigeration services: Automatically generate your preventive maintenance work orders with checklists and never miss a step.

    Facility Management : Document your service levels, ensure that the collected data is sent to the right place and execute your preventive maintenance plans. Did you know? You can consider this your average exterior and basic inspection to get an idea of the overall operating conditions. In this step, your checklist would include the following. Body: This is where you will be doing a visual inspection of the exterior body by walking around.

    Look for any obvious signs of damage, including dents, rust, scratches, chipped paint, and broken glass. Attachments: These are the small work tool attachments with the equipment. It can be a simple hammer and screwdriver or complicated tools. Attachments can also include things like fire extinguishers. Brakes: Your equipment needs to be in peak condition, and your brakes, parking brake, and other fittings play a crucial role in it. Check your brake line fluid levels, connections, brake pads, drums, discs, and shoes.

    Also, check whether any brake part needs lubricating. Electrical Lines: An electrician should conduct various tests to check the amperage and voltage of all electrical lines, while also examining the fuses and cables.

    The things mentioned above are the basic things you should start with. Hydraulic Oil: Inspect the hydraulic oil level and fill it if necessary. You should also check for hydraulic lines, hoses, and cylinders.

    Lubrication: Lubricating all moving parts, joints, and sleeves is essential as it ensures the smooth operation of your equipment and reduces friction. Check for wear and tear, damage, and any sort of corrosion. Check the fluid levels where necessary.

    Step Two — Check Primary Components The second step is where you check the primary components of your heavy equipment. These components are crucial to making use of the equipment. In this step, your checklist will include the following.

    Tires: Tire health is crucial and needs to be observed regularly; otherwise, they can become a large part of the operating costs. You should check the tread depth, PSI, and wear of the tires. Furthermore, check the balance, alignment, axles, driveshaft, valve stems, and lug nuts on the tires and rims.

    Check the cleats, idlers, treads, rollers, sprockets, shoes, and links. Check the condenser coil to determine if it needs cleaning. Check all wiring and connections to controls and electrical connections. Check blower belt wear, tension, and adjust.

    Maintenance Tips & Checklist

    Check voltage and amperage draw on all motors with a meter. Check the compressor contactor. Visually inspect compressor and check amp draw. Check start capacitor and potential relay.

    Check the pressure switch cut-out setting. Replace air filter or clean reusable type filter. The full steps can be found in these templates created by iAuditor. Below you can see an example of a report that follows this exact template.

    Preventive Maintenance Checklist: How eForms Increase Productivity And Improve Equipment Operation

    The checklist follows most of the guidelines we mentioned. Since the actions technicians need to take are not really dangerous, there is no need for specific safety instructions. Forklift maintenance checklist As with HVACs, the maintenance checklists you use will depend on the type of forklift you have.

    Look for visible damage. Check tire condition and pressure and adjust if necessary. Check the condition of the forks. Check if the inspection stickers and decals are in the right place and legible, and adjust if necessary.

    Check if safety devices i.

    32+ Maintenance Checklist Templates

    For more details, read our guide on forklift maintenance. This is how a checklist looks when you rely on pen and paper. You have to include the details like operator name, forklift number, forklift model, etc. Pass-or-fail checklist example The preventive maintenance checklists you can see above are your standard step-by-step maintenance checklists.

    However, there is one other type of checklist you can employ, and they are called pass-or-fail checklists. As their name suggests, pass-or-fail maintenance checklists serve to test the asset against predetermined criteria.

    How To Prepare A Preventive Maintenance Checklist [Examples Included]

    This depends on the workflow and best practices you established at your organization. What should happen is to create a work order WO to deal with the spotted problem.

    So, they generate a work order to deal with it as soon as possible and avoid machine downtime. The pass-or-fail test was one of the tasks on a bigger preventive maintenance checklist performed by a maintenance technician.


    Equipment preventive maintenance checklist template