A preventive maintenance plan starts with clear records and responsibilities. This guide covers organization and follow-up; technical procedures and intervals must follow manufacturer instructions and facility policy.
1. Review your equipment register
Identify equipment, locations and unique identifiers. Resolve duplicate records and distinguish equipment that is no longer in service.
2. Define schedules and their sources
Consult manufacturer instructions, facility procedures and relevant contracts. Record the basis for each schedule and review changes.
3. Assign responsibilities
Identify who performs and reviews each task. Coordinate equipment availability with its department and give each task a clear due date and status.
4. Document work and exceptions
Record completed work, findings and observations. Document deferrals or access issues instead of marking unperformed inspections complete.
5. Review progress
Monitor due, overdue and completed work and discuss delays. A maintenance platform helps bring schedules and records together.
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Review the platform and discuss how it fits your maintenance workflow.