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.
- Or start on the free plan, 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.