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.
Daily
| Task | Required | Photo required |
|---|---|---|
| Before work | ||
| Lock out and tag out: shut down, isolate, lock or tag, release stored energy, and verify isolation. | Required | No photo required |
| Confirm the guards on belts and pulleys are in place. | Required | No photo required |
| Inspect | ||
| Check that the equipment runs and its safety systems are in place. | Required | No photo required |
| Listen and feel for unusual noise or vibration. | Required | No photo required |
| Check for oil, water, or air leaks. Photograph any leak, for the repair order. | Required | No photo required |
| Close-out | ||
| Refit the guards, remove the locks, run the equipment, and check it. | Required | No photo required |
| Record the maintenance and the parts replaced. | Required | No photo required |
Weekly
| Task | Required | Photo required |
|---|---|---|
| Before work | ||
| Lock out and tag out: shut down, isolate, lock or tag, release stored energy, and verify isolation. | Required | No photo required |
| Confirm the guards on belts and pulleys are in place. | Required | No photo required |
| Inspect | ||
| Check motor temperature or vibration against its baseline. | Required | Photo required |
| Close-out | ||
| Refit the guards, remove the locks, run the equipment, and check it. | Required | No photo required |
| Record the maintenance and the parts replaced. | Required | No photo required |
Monthly
| Task | Required | Photo required |
|---|---|---|
| Before work | ||
| Lock out and tag out: shut down, isolate, lock or tag, release stored energy, and verify isolation. | Required | No photo required |
| Confirm the guards on belts and pulleys are in place. | Required | No photo required |
| Drive | ||
| Check belt tension and alignment. | Required | Photo required |
| Inspect belts, pulleys, and couplings, and keep them in good working condition. | Required | No photo required |
| Lubrication | ||
| Lubricate bearings to the manufacturer's recommendation. | Required | No photo required |
| Mounting | ||
| Check and secure the mountings. | Required | No photo required |
| Electrical | ||
| Check that terminal connections are tight. | Required | No photo required |
| Cleaning | ||
| Remove dust and dirt so the motor can cool. | Not required | No photo required |
| Close-out | ||
| Refit the guards, remove the locks, run the equipment, and check it. | Required | No photo required |
| Record the maintenance and the parts replaced. | Required | No photo required |
Annual
| Task | Required | Photo required |
|---|---|---|
| Before work | ||
| Lock out and tag out: shut down, isolate, lock or tag, release stored energy, and verify isolation. | Required | No photo required |
| Confirm the guards on belts and pulleys are in place. | Required | No photo required |
| Wear | ||
| Inspect bearings and drive belts for wear. Adjust or replace them. | Required | No photo required |
| Electrical | ||
| Check that the three-phase supply is balanced and the voltage is within the motor's rating. | Not required | Photo required |
| Close-out | ||
| Refit the guards, remove the locks, run the equipment, and check it. | Required | No photo required |
| Record the maintenance and the parts replaced. | Required | No photo required |
This checklist covers rotating equipment, such as motors, belts, pumps, and fans, in one set of tasks grouped by how often each is due. Where the equipment’s maker’s manual gives a different interval or value, follow the manual.
For how to write a checklist for equipment that has no manual, read How to write PM checklists for hundreds of machines with no manuals.
Sources
- US Department of Energy, Federal Energy Management Program, O&M Best Practices: A Guide to Achieving Operational Efficiency
- Compressed Air & Gas Institute, Reciprocating Air Compressor Maintenance
- National Board of Boiler and Pressure Vessel Inspectors, Suggested Maintenance Log Program
- US Occupational Safety and Health Administration, 29 CFR 1910.147, lockout/tagout
- US Occupational Safety and Health Administration, 29 CFR 1910.219, mechanical power transmission apparatus
Import it into FixAhead
Upload this file in FixAhead's maintenance procedure import, as a signed-in owner or manager. Each frequency loads as its own procedure, with its sections, tasks, and each task's Required and Photo required marks. If your account already has a procedure with the same name, this one is skipped and the existing one stays as it is.
Maintenance procedures are on the Pro plan, as pricing shows.