Preventive Maintenance Checklist Form Template
Streamline your maintenance processes with this useful checklist template
Struggling to keep your equipment running smoothly? Our preventive maintenance checklist template is designed for maintenance managers and technicians who want to ensure optimal performance and reduce downtime. With this easy-to-use template, you can systematically track maintenance tasks, improve equipment longevity, and enhance compliance with safety standards, while saving time and effort in your maintenance routines. Get started with the live template to see how it fits your needs.
When to use this form
Use this form when you need consistent, routine upkeep across assets like HVAC units, conveyors, forklifts, or lab equipment. It helps facility managers, maintenance techs, and operations leads run scheduled inspections, capture readings, and document fixes before small issues become downtime. Put it to work for daily walkarounds, monthly lubrication, quarterly safety checks, or pre-season tune-ups. IT teams can adapt the structure with the Computer maintenance checklist form, while grounds crews can pair it with the Lawn mower inspection checklist form to cover specialized checks. You get standardized records, clear accountability, and a history you can audit to plan parts, labor, and future work orders.
Must Ask Preventive Maintenance Checklist Questions
- What asset or system are you servicing (ID, model, and location)?
Clear identification links findings to a specific asset and prevents mix-ups. It also improves traceability for audits and future work orders.
- What is the scheduled interval and the date/time work was performed?
This confirms you met the plan and highlights overdue tasks before they cause downtime. It also sets the next due date to keep cycles on track.
- Which checks and measurements did you complete, and what were the results?
Detailing steps and readings proves the scope was covered and gives a baseline for trends. You can reference the Equipment checklist form to standardize parts, tools, and components to inspect.
- What issues did you find, and what corrective actions did you take?
This connects symptoms to fixes, so others can repeat or improve the repair. It also records parts used and follow-up tasks to reduce rework.
- Is the asset safe to return to service, and who approved it?
An explicit go/no-go decision prevents unsafe restarts. Naming the approver creates accountability and meets safety and compliance expectations.
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