Preventive Maintenance Checklist

General preventive maintenance procedure applicable to facility equipment, covering inspection, lubrication, calibration, and documentation.

Steps

• Review the work order and equipment history
  The technician reviews the work order, equipment ID, last maintenance date, open defects, and any prior non-conformance notes before starting. Record the equipment tag, location, and scheduled maintenance interval in the maintenance log or CMMS.
• Verify the equipment is safe to service
  The technician verifies that the equipment is isolated, depressurized, de-energized, and secured according to site procedure. If the task requires entry into a hazardous area or exposure to energized components, the technician obtains the required permit-to-work and confirms authorization from the competent person.
• Inspect the equipment condition
  The technician inspects visible components for wear, leaks, corrosion, loose fasteners, abnormal vibration, unusual noise, damaged guards, and contamination. The technician checks indicator lights, gauges, belts, hoses, filters, and mounting points against the manufacturer specification and site tolerance limits. Record any deviation from normal condition as a defect or non-conformance.
• Lubricate the specified components
  The technician applies the correct lubricant type and quantity to the manufacturer-specified points only. The technician wipes away excess lubricant and confirms that no contamination enters bearings, seals, or adjacent surfaces. Do not over-lubricate or mix incompatible lubricants.
• Calibrate or verify instrument settings
  The technician verifies the calibration status of gauges, sensors, controls, and other measurable devices included in the maintenance scope. The technician compares readings against the approved reference standard and records the measured value, tolerance, and any deviation. If a reading is outside tolerance, the technician tags the item out of service and escalates for repair or formal calibration.
• Perform a functional check
  The technician restores the equipment to the approved test condition and performs a controlled functional check. The technician verifies that controls, alarms, interlocks, and safety devices operate as expected within the defined tolerance. If the equipment does not operate normally, stop the test and escalate the issue.
• Document the maintenance results
  The technician records the date, time, equipment ID, tasks completed, parts used, measurements taken, defects found, corrective actions, and any remaining open items. The technician attaches supporting evidence required by the site quality system, such as calibration records or defect notes. Ensure the record is complete, legible, and retained according to the document control procedure.
• Escalate unresolved defects
  The technician determines whether any defect, deviation, or non-conformance remains unresolved after maintenance.