Preventive Maintenance Checklist Template
A comprehensive preventive maintenance checklist template for industrial equipment. Covers daily, weekly, monthly, quarterly, and annual tasks — with sections for each equipment type.
How to Use This Template
This template provides a framework for building a preventive maintenance programme. Adapt it to your specific equipment, operating conditions, and manufacturer recommendations. Each task should have: a description, frequency, responsible person, estimated time, and a sign-off column.
Daily Checks (Operator)
☐ Visual inspection for leaks, unusual noise, vibration, or odour
☐ Check operating pressures and temperatures against normal range
☐ Check fluid levels (oil, water, hydraulic fluid)
☐ Check for abnormal readings on gauges and indicators
☐ Verify safety devices are functional (E-stops, guards, alarms)
☐ Record running hours and operating data in the log
☐ Check for any changes from previous day's readings
Weekly Tasks (Maintenance)
☐ Inspect and clean filters (air, oil, water)
☐ Check belt tension and condition (if applicable)
☐ Lubricate bearings per manufacturer's schedule
☐ Check and tighten electrical connections
☐ Inspect couplings and alignment
☐ Test safety interlocks and alarms
☐ Clean exterior surfaces and check for corrosion
☐ Inspect seals and gaskets for leaks
Monthly Tasks (Maintenance)
☐ Oil analysis (if applicable) — check for wear metals, water, viscosity
☐ Vibration measurement and trending (rotating equipment)
☐ Thermographic inspection of electrical connections
☐ Check and adjust calibration of instruments and sensors
☐ Inspect and clean heat exchangers (if accessible)
☐ Test backup/standby equipment
☐ Review operating data trends and identify deviations
☐ Check and replace consumables (filters, desiccant, etc.)
☐ Inspect foundation and mounting bolts
Quarterly Tasks (Maintenance)
☐ Change oil and oil filter (if not done annually)
☐ Replace air intake filter elements
☐ Inspect and clean internal components (where accessible)
☐ Check motor bearings and lubricate (if not sealed)
☐ Perform pump performance test (flow and pressure vs curve)
☐ Inspect and adjust valve packing and seals
☐ Test and calibrate pressure relief valves (if required)
☐ Review and update the maintenance log and trend data
Annual Overhaul (Qualified Technician)
☐ Full inspection — open all inspection covers, inspect internals
☐ Replace wearing parts (bearings, seals, gaskets, filters) per schedule
☐ Clean all heat transfer surfaces (tubes, coils, fins)
☐ Calibrate all instruments, sensors, and controllers
☐ Perform non-destructive testing (UT thickness, dye penetrant) as required
☐ Test safety devices (relief valves, interlocks, E-stops)
☐ Check and re-torque all flange bolts and foundation bolts
☐ Perform performance test and compare to design/baseline
☐ Update equipment records with work performed and parts replaced
☐ Review and update the PM schedule based on findings
Equipment-Specific Add-Ons
- Boilers: water treatment testing, tube cleaning, safety valve recertification, combustion analysis
- Pumps: mechanical seal inspection, impeller inspection, coupling alignment, NPSH verification
- Compressors: oil change, separator element, air intake filter, valve inspection (reciprocating)
- Cooling towers: Legionella testing, fill cleaning, drift eliminator inspection, water treatment
- Heat exchangers: tube cleaning, gasket replacement (plate), pressure test, U-value calculation
- Electrical: thermographic survey, insulation resistance test (megger), contactor inspection
Pro tip: PlantLogica digitises this checklist — tasks are scheduled automatically, assigned to technicians, and tracked to completion. The system captures readings (vibration, temperature, pressure) on a mobile device in the field, and uses AI to predict when equipment will fail — so you can fix it before it breaks.