Equipment Maintenance Checklist

Open the scheduled PM work order in Fiix, eMaint, Limble, or whatever CMMS you run. Confirm asset ID, last PM date, and any open work requests against this asset so you address known issues in the same window.

Confirm with the production supervisor and shift lead before energy isolation. Deferred PMs that collide with hot work orders are the most common reason PMs slip — and a skipped PM is how a $300 bearing turns into a four-day breakdown.

Follow the equipment-specific LOTO procedure: identify all energy sources (electrical, pneumatic, hydraulic, stored mechanical), isolate, lock, tag, and verify zero energy state by attempted start. Each authorized employee applies their own lock.

Check the JSA for this PM: safety glasses, cut-resistant gloves, hearing protection, and any task-specific PPE (face shield for lubricant work, FR clothing for electrical inspection). Pull calibrated tools from the crib and verify calibration stickers are current.

Look for cracked guards, leaking seals, frayed belts, loose fasteners, oil weeping at gearboxes, and corrosion on frame or fixturing. Photograph anything abnormal — visual evidence drives the disposition call later.

Inspect for chafed insulation, loose terminations, signs of arcing, and panel heat marks. Verify cabinet door seals and that conduit fittings are intact. NFPA 70E governs anything that requires energized work — do not open energized panels without a permit.

Measure gearbox oil, hydraulic reservoir, way lube, and coolant against the OEM manual ranges. Sample oil for color, smell, and metal content if the asset is on a condition-monitoring program.

Take readings at bearings, motors, and gearboxes per the route. Compare against baseline trend in the CMMS — a 3-5x baseline rise on a bearing is your early warning before MTBF degrades.

Roll up the inspection findings into one disposition. "Action required" triggers a corrective work order in the next section; "Pass" continues straight to routine PM tasks.

Capture the failure mode, criticality, and parts needed. Link the corrective WO to this PM in the CMMS so the trend is visible against MTBF for this asset.

Apply a red "Do Not Operate" tag and notify production scheduling so the asset is removed from the run schedule. Maintenance lead approves return-to-service after repair and re-inspection.

Remove chips, coolant residue, and dust from the work envelope, way covers, and chip pan. Clean machines reveal leaks and cracks that dirty machines hide.

Use the lubricant grade specified in the OEM manual — substituting greases or oils is a common cause of premature bearing failure. Hit every grease zerk on the lube map; do not over-grease sealed bearings.

Hydraulic, coolant, air, and lube filters per the PM bill of materials. Capture used oil and filters into the proper waste stream — RCRA generator status depends on accurate accumulation tracking.

Per OSHA 1910.212, guards must prevent contact with the point of operation. Verify interlock switches stop the machine when guards are open — bypassed interlocks are a Top-10 OSHA violation.

Function-test every E-stop on the asset and any presence-sensing devices. Confirm stop time meets the safety distance calculation for the light curtain.

If new lubricants or solvents were introduced since the last PM, verify the SDS is in the binder and operators have HazCom training on the new chemical. Missed SDS updates after a chemical change are a common audit finding.

Each authorized employee removes their own lock. Verify all guards are reinstalled and the work area is clear before restoring energy.

Cycle the machine through a full motion sequence. If the asset produces parts, run a first piece and have quality verify a key dimension before releasing back to production. PM-induced setup drift is a known cause of post-PM scrap.

Capture labor hours, parts consumed, downtime minutes, and notes. These actuals feed MTBF, MTTR, and PM-compliance metrics on the maintenance scorecard.

Brief the production supervisor and incoming shift lead on what was done, anything to watch, and any open follow-up work orders. Note the next scheduled PM date.