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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
or download pdf
Equipment preventive maintenance checklist

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

Use this template
or download pdf

About the Equipment preventive maintenance checklist

Using an equipment preventive maintenance checklist template is crucial for ensuring the longevity and efficiency of your machinery. This template helps you systematically organize and track maintenance tasks, reducing the risk of unexpected breakdowns and costly repairs. By providing a structured approach, you can ensure that all critical components are regularly inspected and serviced.

A template serves you by standardizing maintenance procedures, enhancing consistency and reducing errors. It allows you to optimize workflows by clearly outlining tasks, making resource allocation more efficient. 

Additionally, using a checklist helps maintain compliance with industry standards, ensuring your equipment operates safely and effectively. By integrating this template into your routine, you can extend the lifespan of your equipment and improve overall operational efficiency.

Key elements of an equipment preventive maintenance checklist template

A well-structured equipment preventive maintenance checklist template is essential for effective management and documentation. Understanding its key elements can greatly enhance your maintenance process:

  • Equipment details: Start with essential information such as the equipment’s make, model, and serial number. This ensures accurate tracking and maintenance for each piece of machinery, preventing confusion and ensuring thorough inspections.
  • Maintenance schedule: Clearly define the intervals for routine checks. This helps you plan and execute maintenance activities consistently, preventing delays and ensuring timely servicing.
  • Task checklist: Include detailed tasks like lubrication, calibration, and safety checks. This ensures comprehensive maintenance and safeguards equipment reliability and performance.
  • Technician notes: Allow space for technicians to record observations and any issues encountered during inspections. This feedback is crucial for identifying patterns and optimizing future maintenance efforts.

When to use an equipment preventive maintenance template

An equipment preventive maintenance checklist template is most beneficial when you need to ensure consistent and thorough maintenance across your facility. Use it in environments with complex machinery to prevent unexpected breakdowns and maintain operational efficiency. 

In industries like manufacturing or healthcare, where strict compliance is required, the template helps you adhere to regulations by providing a clear inspection framework. It’s also valuable for managing multiple assets, ensuring no equipment is overlooked, and optimizing your maintenance strategy.

Download Lumiform’s equipment preventive maintenance template today

Prevent downtime and extend your equipment’s lifespan with this comprehensive template. Featuring pre-structured fields for inspections, maintenance tasks, and issue tracking, it keeps you organized and on-point. It’s also customizable to suit your needs, making it a reliable tool for tackling preventive maintenance with ease and confidence.

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 reliabilityElectrical maintenance: An expert's guide with relatable examples
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Template collections

See comprehensive collections of best practice templates related to this topic.

Free 39 preventive maintenance checklist templates for every industry10 free equipment preventive maintenance checklists9 free equipment inspection checklists for efficient maintenanceFree TPM checklists for effective 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

What is the difference between preventive and predictive maintenance?

Preventive maintenance focuses on regularly scheduled tasks to keep equipment in good working condition, such as inspections or part replacements based on time or usage. On the other hand, predictive maintenance uses real-time data from sensors and performance monitoring to anticipate when equipment will fail.

How can I create a maintenance schedule for multiple types of equipment?

To manage different equipment efficiently, group similar assets based on their maintenance needs, such as frequency or type of inspection. You can use Lumiform to create customized templates and set reminders for specific tasks. Keep your schedule flexible to adjust for high-priority or unexpected repairs.

What should I do if I discover an issue during a routine maintenance check?

When an issue is found, document it immediately, including details like the location, severity, and potential causes. Assess whether it requires urgent action or can be addressed during the next scheduled maintenance. Try to order replacement parts or schedule additional inspections promptly to minimize downtime.


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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