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Facilities preventive maintenance checklist

Facilities preventive maintenance checklist

Ensure your facilities are always ready for use with our preventive maintenance checklist. It provides a structured approach to maintaining various types of facilities.

Use this template
or download pdf
Facilities preventive maintenance checklist

Ensure your facilities are always ready for use with our preventive maintenance checklist. It provides a structured approach to maintaining various types of facilities.

Use this template
or download pdf

About the Facilities preventive maintenance checklist

A facilities preventive maintenance checklist template is essential for ensuring smooth operations and safety. By using this template, you can efficiently schedule and monitor maintenance activities, preventing unexpected failures and expensive repairs. Regular upkeep enhances the longevity and reliability of facility systems.

The checklist offers a structured approach to inspections, ensuring compliance with safety regulations and boosting overall efficiency. By incorporating this tool, you can better allocate resources, reduce downtime, and maintain a secure environment. This proactive strategy not only conserves time and money but also ensures effective facility management.

Key elements of a facilities preventive maintenance checklist template

A facilities preventive maintenance checklist template is essential for streamlined management. Here are the key components:

  • Facility details: Begin with the building’s name and location. This ensures precise tracking and customized maintenance for each facility, avoiding any mix-ups.
  • Inspection schedule: List regular checks for vital systems like HVAC, plumbing, and electrical. Consistent inspections catch issues early, ensuring safety and reliability.
  • Comprehensive task list: Include specific maintenance activities with clear guidelines. This clarity ensures thorough and consistent execution by your team.
  • Observation notes: Provide a section for documenting any findings or concerns. This feedback is crucial for spotting trends and planning future maintenance strategies.

How to use a facilities preventive maintenance checklist template

To effectively use a facilities preventive maintenance checklist template, start by customizing it to fit your facility’s specific needs. Add details like unique features and specific maintenance tasks to ensure the checklist is comprehensive and relevant.

Next, assign responsibilities by allocating specific tasks to team members. Clearly define roles to ensure accountability and streamline workflows, making sure all tasks are completed efficiently.

During inspections, have your staff use the template to guide their tasks. Ensure they follow each item, such as checking HVAC systems and plumbing, to maintain facility quality and safety.

Encourage your team to document any observations or issues in the notes section. This feedback is crucial for identifying recurring problems and planning future maintenance efforts.

Finally, regularly review and update the template based on feedback and performance data. This ensures the checklist remains effective and adapts to changing needs, enhancing maintenance efficiency and improving overall facility management.

Related categories

  • Operational excellence templates
  • Facility management templates
  • General templates
  • Maintenance templates
Preview of the template
HVAC Systems
Check HVAC unit operation
Inspect air filters
Inspect coils and fins
Check thermostat operation
Plumbing
Inspect water heater
Check for leaks
Inspect water pressure
Check sump pump operation
Safety Devices
Test fire alarm system
Inspect fire extinguishers
Check emergency lighting
Inspect first aid supplies

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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 maintenanceFacility management: Best practices for operational excellenceBuilding condition assessment (BCA): Your guide to proactive maintenanceBuilding maintenance: A comprehensive guide (with case studies & free 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 industryTop 3 must-use facility closure checklists14 free building maintenance checklist templates10 free equipment preventive maintenance checklists
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Use cases

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

Preventive maintenance softwareBuilding Management SoftwareBuilding security softwareApply Lumiform's workflow automation platform to all use cases
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Other resources

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

6 main types of maintenanceHow to implement operational excellenceHow to perform safety inspectionsMaintenance: best practices and benefits

Frequently asked questions

What tasks are typically included in a facilities preventive maintenance checklist?

Common tasks include inspecting HVAC systems, plumbing, electrical systems, and safety equipment. Regularly performing these tasks ensures facilities operate efficiently and safely, reducing the risk of unexpected failures and costly repairs, ultimately enhancing operational efficiency.

How often should facilities maintenance be performed?

Perform regular inspections and maintenance, typically quarterly or as needed. Regular maintenance helps you identify and address potential issues early, ensuring facilities remain safe and operational, ultimately preserving property value and extending their lifespan.

Why is preventive maintenance important for facilities?

A well-maintained checklist helps you systematically address potential issues, reducing the likelihood of unexpected failures. This proactive approach minimizes downtime, enhances safety, and maintains property value, leading to more efficient and cost-effective building management.

Can technology enhance facilities maintenance processes?

Yes, using maintenance management software can automate checklist scheduling, tracking, and reporting. This technology provides real-time insights, improves communication among maintenance teams, and ensures timely completion of tasks, enhancing overall maintenance efficiency and effectiveness.


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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