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Predictive maintenance checklist

Predictive maintenance checklist

Track equipment performance, identify early warning signs, and keep inspections consistent with this checklist tailored for professional teams across industries.

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  • Customize this template or build your own
  • Fill out templates via mobile app
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Predictive maintenance checklist

Track equipment performance, identify early warning signs, and keep inspections consistent with this checklist tailored for professional teams across industries.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

We created this predictive maintenance checklist to transform how you monitor and maintain critical equipment. This template establishes a systematic approach to condition-based maintenance, helping you detect potential failures before they impact operations. It guides your team through setting up sensor monitoring thresholds, data analysis procedures, and maintenance triggering events specific to your equipment.

When implemented on production machinery, for instance, you’ll move from calendar-based maintenance to intelligent, just-in-time interventions that reduce unnecessary parts replacements while preventing costly breakdowns. Studies show organizations adopting predictive maintenance typically reduce unplanned downtime by 50% while cutting maintenance costs by approximately 15-25%.

Related categories

  • Operational excellence templates
  • Facility management templates
  • Manufacturing templates
  • Maintenance templates
  • Risk assessment templates

Created by

Author Name Ima Ocon
Preview of the template
Entity
Page 1
Equipment Inspection
Is the equipment visually inspected for any signs of wear or damage?
Are all guards, shields and safety devices in place and functioning properly?
Are there any unusual noises, vibrations or smells coming from the equipment?
Is the equipment's surface temperature within normal operating range?
Lubrication
Is the correct type and amount of lubricant being used?
Is the lubrication schedule being followed?
Are there any signs of leakage or contamination in the lubrication system?
Electrical Systems
Are all electrical connections tight and free of corrosion?
Is the equipment's voltage, amperage and power factor within normal operating range?
Are all protective devices (fuses, circuit breakers, etc.) functioning properly?
Mechanical Systems
Are all mechanical fasteners (bolts, nuts, etc.) tight and secure?
Are all moving parts free of excessive wear or play?
Are all bearings, gears and other components operating smoothly and quietly?
Monitoring and Diagnostics
Are all monitoring and diagnostic devices (sensors, gauges, etc.) functioning properly?
Are the monitored parameters (temperature, pressure, vibration, etc.) within normal operating range?
Have any trends or anomalies been identified that require further investigation?
Maintenance Records
Are all maintenance activities, repairs and replacements properly documented?
Are the maintenance records regularly reviewed and analyzed for trends?
Are the maintenance schedules and procedures up-to-date and effective?

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Predictive maintenance: Enhancing equipment reliabilityEquipment maintenance: A detailed guide to longevity and optimal performanceMaintenance management: How to level up your processesMaintenance: Game-changing strategies to boost ROI now
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Template collections

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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Predictive maintenance softwareEquipment maintenance software Maintenance management softwareMaintenance plan software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

4 types of predictive maintenance for your business6 benefits of maintenanceHow to measure operational excellenceMaintenance: best practices and benefits

Frequently asked questions

What specific equipment parameters should my predictive maintenance checklist include?

Your checklist should include vibration analysis, thermal imaging, oil analysis, acoustic monitoring, and electrical testing parameters. Focus on measurements that best indicate your equipment’s health based on failure modes analysis. Customize thresholds for each parameter according to manufacturer specifications and your operating environment.

How often should I update my predictive maintenance checklist thresholds?

Update your thresholds whenever you notice false alarms, missed failures, or after significant equipment repairs. Review and refine at least quarterly based on collected data patterns. Equipment aging, operating condition changes, and seasonal variations all necessitate periodic threshold adjustments to maintain prediction accuracy.

How do I decide which equipment to monitor with predictive maintenance?

Start with high-value or critical equipment where failure would cause significant downtime or safety risks. Consider machines with a history of frequent issues or those that are expensive to repair. Systems with available performance data (like pumps, HVAC units, or motors) are ideal for predictive strategies.

Author
Ima Ocon
Ima is a writer and editor who specializes in technology, with experience crafting content for companies like Canva and FluentU. She's passionate about startups, remote work, and language learning, as well as the applications of AI in marketing. Currently, she is based in Asia, and she previously studied in Taiwan and Singapore.
This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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