---
title: "Preventive Maintenance Checklist: Daily to Annual Checks — FixAhead"
description: "Free preventive maintenance checklist for motors, pumps, belts, and drives, with daily, weekly, monthly, and annual checks. Download it as a CSV."
---

1. [Templates](/templates/)

# Preventive maintenance checklist

A preventive maintenance checklist for rotating equipment, such as motors, pumps, belts, and drives, grouped by how often each check is due.

[Download CSV](/templates/preventive-maintenance-checklist/preventive-maintenance-checklist.csv)

- Or [start on the free plan](https://app.fixahead.com/signup), no card.

- A signed-in owner or manager uploads this file in FixAhead, and it loads as one procedure per frequency.

## Daily

| Task | Required | Photo required |
| --- | --- | --- |
| Before work | | |
| Lock out and tag out: shut down, isolate, lock or tag, release stored energy, and verify isolation. | Yes | |
| Confirm the guards on belts and pulleys are in place. | Yes | |
| Inspect | | |
| Check that the equipment runs and its safety systems are in place. | Yes | |
| Listen and feel for unusual noise or vibration. | Yes | |
| Check for oil, water, or air leaks. Photograph any leak, for the repair order. | Yes | |
| Close-out | | |
| Refit the guards, remove the locks, run the equipment, and check it. | Yes | |
| Record the maintenance and the parts replaced. | Yes | |

## Weekly

| Task | Required | Photo required |
| --- | --- | --- |
| Before work | | |
| Lock out and tag out: shut down, isolate, lock or tag, release stored energy, and verify isolation. | Yes | |
| Confirm the guards on belts and pulleys are in place. | Yes | |
| Inspect | | |
| Check motor temperature or vibration against its baseline. | Yes | Yes |
| Close-out | | |
| Refit the guards, remove the locks, run the equipment, and check it. | Yes | |
| Record the maintenance and the parts replaced. | Yes | |

## Monthly

| Task | Required | Photo required |
| --- | --- | --- |
| Before work | | |
| Lock out and tag out: shut down, isolate, lock or tag, release stored energy, and verify isolation. | Yes | |
| Confirm the guards on belts and pulleys are in place. | Yes | |
| Drive | | |
| Check belt tension and alignment. | Yes | Yes |
| Inspect belts, pulleys, and couplings, and keep them in good working condition. | Yes | |
| Lubrication | | |
| Lubricate bearings to the manufacturer's recommendation. | Yes | |
| Mounting | | |
| Check and secure the mountings. | Yes | |
| Electrical | | |
| Check that terminal connections are tight. | Yes | |
| Cleaning | | |
| Remove dust and dirt so the motor can cool. |  | |
| Close-out | | |
| Refit the guards, remove the locks, run the equipment, and check it. | Yes | |
| Record the maintenance and the parts replaced. | Yes | |

## Annual

| Task | Required | Photo required |
| --- | --- | --- |
| Before work | | |
| Lock out and tag out: shut down, isolate, lock or tag, release stored energy, and verify isolation. | Yes | |
| Confirm the guards on belts and pulleys are in place. | Yes | |
| Wear | | |
| Inspect bearings and drive belts for wear. Adjust or replace them. | Yes | |
| Electrical | | |
| Check that the three-phase supply is balanced and the voltage is within the motor's rating. |  | Yes |
| Close-out | | |
| Refit the guards, remove the locks, run the equipment, and check it. | Yes | |
| Record the maintenance and the parts replaced. | Yes | |

Where the equipment's maker's manual gives a different interval or value, follow the manual.

For equipment with no manual, read [How to write PM checklists with no manuals](/blog/how-to-write-pm-checklists-without-manuals/).