You probably know the feeling—your maintenance team spends its entire day running from one fire to the next with no time for preventive maintenance. With so much on your to-do list, it’s hard to even schedule for tomorrow, never mind putting in the time to create a preventive maintenance plan. These five preventive maintenance templates can help.
These templates give you a framework for assessing risk, planning for it, and creating maintenance schedules that’ll help reduce reactive maintenance and downtime. And you can do all that without creating documents from scratch.
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Preventive maintenance checklist template (opens in new tab)
Maintenance schedule template (opens in new tab)
Failure mode and effects analysis (FMEA) template (opens in new tab)
Facility shutdown checklist template (opens in new tab)
Facility startup checklist template (opens in new tab)
A template for building a preventive maintenance checklist so technicians understand exactly what to do and how to do it when they arrive at an asset for an inspection.
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Use this template to plan preventive maintenance, schedule technicians, prioritize all your work, and keep track of backlog. This weekly maintenance schedule template will help you identify problems in your processes and ensure work doesn’t fall through the cracks.
Map failure modes for critical equipment so you can create better SOPs, maintenance schedules, maintenance checklists, and emergency procedures.
This maintenance checklist outlines every maintenance task needed to maintain and protect your assets in preparation for a short or long-term facility shutdown.
A checklist of every maintenance task needed to get your assets back up and running after a short or long-term facility shutdown.
It’s hard to manage preventive maintenance with paper, whiteboards and Excel. In fact, maintenance teams that use these methods can spend up to 15% of their shifts reading notes, writing work orders, and figuring out what work to do and when. CMMS software wipes away a lot of these headaches. It does this by helping you plan, track, and optimize preventive maintenance tasks and regular inspections in one place with a few clicks. There are a few key benefits that come with these capabilities:
A CMMS allows you to trigger planned maintenance according to time, usage, meter readings, or asset condition. Once triggered, technicians are notified without having to step foot in an office. Not only can routine maintenance tasks be done quickly, but they can be done only when needed. No troubleshooting with parts or doing the same task two days in a row if it’s not necessary.
Automatically track parts, manage suppliers and vendors, optimize inventory levels and make sure you always have the right part on hand when it’s needed.
Having one central system (instead of a combo of paper work orders, Excel sheets, and work boards) means everyone uses the same procedures and follows the same best practices.
Access important information like procedures, error logs, manuals, permits, licenses, photos, images, diagrams, and schematics within asset records. This speeds up troubleshooting and work order processing times.
Without a CMMS, a good portion of an asset’s history is stored in the memory of a technician. A CMMS allows each asset to have its own unique record that details its maintenance schedule, repairs completed, parts used, and more, which can be accessed quickly and easily for regular inspections or in the event of equipment failure.
Because a CMMS tracks parts, labor, service history, and other miscellaneous expenses, it’s easy to run costing reports to see where budget was spent and make educated decisions about whether a piece of equipment should be repaired or replaced.
Data available on your dashboard and in reports generated allows you to analyze asset failures, downtime, resource utilization, and spending patterns in the CMMS. This gives you greater visibility and the ability to implement changes to add value or reduce risk.
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