Equipment Maintenance Checklist

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.