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Equipment preventive maintenance checklist

Equipment preventive maintenance checklist

The equipment preventive maintenance checklist is essential for ensuring machinery operates at peak performance.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
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Equipment preventive maintenance checklist

The equipment preventive maintenance checklist is essential for ensuring machinery operates at peak performance.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Use this equipment preventive maintenance checklist to establish a proactive maintenance routine that catches issues so they don’t become major problems. The template guides your inspection process with clear yes/no/N/A options for checking fluid levels, identifying leaks, inspecting belts and hoses, and verifying electrical connections. When properly implemented, this approach dramatically reduces unexpected equipment failures and production disruptions.

As stated by the US Environmental Protection Agency, preventive maintenance delivers an impressive 4:1 return on investment, with each dollar spent saving $4 in future repair costs. This checklist serves as a starting line of defense against costly downtime, helping you maintain operational reliability and extend the life of your valuable equipment.

Related categories

  • Operational excellence templates
  • General templates
  • Manufacturing templates
  • Maintenance templates
Preview of the template
Equipment Inspection
Check fluid levels
Inspect for leaks
Check belts and hoses for wear
Inspect electrical connections
Check for unusual noises or vibrations
Inspect safety guards and shields
Maintenance Tasks
Lubricate moving parts
Change filters
Clean equipment surfaces
Tighten loose fasteners
Test safety devices
Additional Notes
Describe any issues found
List parts that require replacement
Recommended corrective actions

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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.

Preventive maintenance: Your comprehensive guide to equipment maintenanceEquipment maintenance: A detailed guide to longevity and optimal performancePredictive maintenance: Enhancing equipment reliability
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Template collections

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Free 39 preventive maintenance checklist templates for every industry10 free equipment preventive maintenance checklists9 free equipment inspection checklists for efficient maintenance
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Use cases

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

Preventive maintenance softwareEquipment maintenance software Maintenance softwareSafety management 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 main types of maintenanceHow to implement operational excellenceMaintenance: best practices and benefits

Frequently asked questions

How can I customize this equipment preventive maintenance checklist for my specific machinery?

Start by reviewing manufacturer maintenance recommendations for each piece of equipment. Add equipment-specific inspection points, adjust maintenance task frequencies based on operating conditions, and include reference values for acceptable ranges. Consider including equipment photos or diagrams. Feel free to rearrange sections as well based on your team’s inspection flow.

How do I prioritize items on the equipment preventive maintenance checklist

Focus first on safety-critical components that could cause injury if they fail. Next, prioritize items affecting production capability or product quality. Consider the consequence and likelihood of failure for each component. Items with both high failure probability and severe consequences deserve top priority, while those with lower impact can be addressed with less frequency.

How can I ensure my team consistently uses the equipment preventive maintenance checklist?

Integrate the checklist into standard operating procedures and make completion mandatory before closing maintenance work orders. Provide proper training on inspection techniques and the importance of thorough documentation. Through Lumiform, you can make the checklist easily accessible in digital or physical form near equipment. Regularly review completed checklists with the team and recognize thorough inspection work to reinforce its value.


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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