Equipment Maintenance Checklist
Preventive maintenance workflow for production equipment, run by the maintenance technician with quality and production sign-off. Covers LOTO, mechanical and electrical inspection, lubrication and wear-part replacement, and post-PM functional testing before release back to pro...
PM Setup and Lockout/Tagout
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Pull the PM work order from the CMMS
Open the scheduled PM in Fiix, eMaint, MaintainX, or your CMMS of record. Confirm asset tag, last PM date, and that no open corrective WO supersedes this one. Print the PM task list and any OEM service-manual pages referenced.
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Coordinate the downtime window with production
Confirm with the production supervisor that the asset can come down. Note any in-process work order that must finish before shutdown. Deferred PM requires plant manager sign-off — don't roll the window without it.
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Apply lockout/tagout per the machine-specific procedure
Follow the asset's LOTO procedure (29 CFR 1910.147) — electrical disconnect, pneumatic bleed-down, hydraulic relief, stored energy. Apply personal lock and tag. Verify zero energy state with a try-start before any guard comes off.
Collects list -
Stage tools, spares, and SDS for chemicals used
Pull belts, filters, bearings, and lubricants per the PM kit list. Confirm SDS is on hand for any solvent or lubricant used and that PPE matches the SDS hazard rating.
Mechanical and Electrical Inspection
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Inspect guards, interlocks, and e-stops
Verify fixed guards are present and fastened, interlocked guards trip the circuit when opened, and e-stops latch and require reset. Missing or bypassed guards are an OSHA 1910.212 citation and a stop-work condition.
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Inspect frame, fasteners, and weldments for wear
Look for cracks at weld toes, loose anchor bolts, elongated fastener holes, and oil weeping at gasket faces. Photograph anything questionable — borderline findings get reviewed against the OEM service limits, not eyeballed.
Collects file -
Check electrical terminations and grounding
Open the control panel with the disconnect locked out. Look for discoloration on lugs, loose terminal screws, chafed insulation, and a clean ground bond to the frame. Thermal imaging at the next powered run is the catch-all for what eyes miss.
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Log any defects requiring corrective action
Anything outside PM scope — a cracked weld, a failing motor, a bypassed interlock — gets a corrective WO opened in the CMMS, not a mental note. Tag the asset red if the defect makes it unsafe to release.
Collects list -
Open a corrective work order for the defect
Create the corrective WO in the CMMS with photos, defect description, and criticality. Notify the maintenance manager if the defect blocks PM completion or requires the asset to stay down past the agreed window.
Service and Wear-Part Replacement
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Replace filters per the OEM PM schedule
Hydraulic, pneumatic, coolant, and HVAC filters per interval. Capture the part number and lot consumed in the CMMS — saves the next tech 20 minutes hunting the spec.
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Inspect and replace belts at wear limit
Check for glazing, cracks across the back, missing teeth on timing belts, and proper tension. Use a tension gauge — finger-pluck calibration is how you eat a bearing six weeks later.
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Lubricate per the asset lube chart
Match grease and oil grade to the OEM lube chart — cross-mixing greases (lithium vs. polyurea) breaks down both. Wipe Zerks before greasing; over-greasing sealed bearings blows the seal.
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Service bearings and check for play
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Record fluids, filters, and parts consumed
Charge consumed parts to the WO so MTBF and PM cost-per-asset stay accurate. Trend data is only as good as the labor and parts logged against each WO.
Collects paragraph
Functional Test and Release
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Remove LOTO and restore energy
Walk the machine before re-energizing — tools clear, guards back on, panels closed. Remove personal locks last; the person who applied the lock is the person who removes it.
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Run the dry-cycle and check for abnormal noise
No-load cycle first. Listen for grinding, watch for vibration, scan motor housings with the IR gun. A bearing that survived the inspection but sings under no-load needs a corrective WO before production runs the asset.
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Verify safety circuits and e-stop function
Trip each e-stop and each guard interlock under power. Machine must drop to zero motion. Reset must require deliberate action, not just clearing the fault. Document any safety circuit that fails the check — do not release the asset.
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Run a first-piece check with production
Operator runs one part; quality measures critical dimensions per the control plan. PM that adjusts tooling height, belt tension, or coolant pressure can shift the process — FAI-style check confirms the asset still produces in-spec parts.
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Close the PM and release to production
Final sign-off captures the PM result, labor hours, and reviewer. Anything other than Pass requires a linked corrective WO before the asset is released.
Collects list Collects number Collects signature
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