Asset maintenance templates

Guesswork, gut feelings, and hunches aren’t the best way to plan maintenance. But without formal processes for documenting work, scheduling maintenance, and using data to improve it, those best guesses are all you’ll left with.

These seven free asset maintenance templates give you a framework so you’re not left relying on the knowledge of a technician who suddenly leaves or OEM guidelines that don’t apply to your plant. They’ll help you track and report on all of your equipment and maintenance so you can extend asset life, reduce reactive maintenance, and help your company boost throughput.

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How to use each asset maintenance template

Asset management policy template

This template helps you create an asset management policy with a framework and examples. Set guidelines for your whole company around equipment design, purchasing, asset maintenance, and more.

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Asset management policy template
Asset criticality template

Asset criticality template

Calculate the criticality of your assets based on several factors so you can build better maintenance schedules, prioritize preventive maintenance, design maintenance checklists, sort backlog, and purchase parts.

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Asset hierarchy template

Build an asset hierarchy for one or multiple sites or large capital projects using this asset organizer.

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Asset hierarchy template
Failure mode and effects analysis (FMEA) template

Failure mode and effects analysis (FMEA) template

Map failure modes for critical equipment so you can create better SOPs, maintenance schedules, and emergency procedures for fixed assets.

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Equipment maintenance log template

Track equipment inspections and repairs so you can create asset histories, build schedules, standardize data collection, and much more.

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Equipment maintenance log template
Root cause analysis template

Root cause analysis template

Use this template for your root cause analysis to figure out why an asset broke down and how to use proactive maintenance to prevent it from happening in the future.

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Maintenance budget template

Design a maintenance budget from scratch and track all your asset maintenance costs using this template.

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Maintenance budget template

How to use CMMS software for asset maintenance management

From getting maintenance requests in the hallway to scrambling to find repair records every time an auditor shows up, the life of a maintenance manager can be one headache after another. Most days, you just want to forget about all those roadblocks and just plan a solid maintenance plan. Luckily, CMMS software can help. It helps you by:

Improving asset organization

Everything you need to know about your assets and heavy equipment, such as barcodes, parts, and work orders, can be found all in one place and is easily accessed with just a click of a button.

Streamlining asset tracking

Facility managers can easily track equipment usage by setting up triggers that send work order notifications based on meter readings. You can create your own asset tracking fields and collect the information you need and want from your equipment.

Evaluating asset performance

Real-time data provides better insight into the performance and health of critical equipment. Customizable preventive maintenance dashboards give an overview of your equipment, including downtime status, maintenance metrics, and more.

Ensuring regulatory compliance

Create maintenance checklists for audits and quickly produce detailed documentation on work performed on each asset, along with accompanying pictures, documents, links, and other multimedia.

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