Preventive Maintenance Checklist

aka Preventative Maintenance Checklist, Preventive Maintenance Schedule template, form, or plan

You will use Two Types of

Maintenance Schedule template

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template

How to use your

Preventive Maintenance template

Find and open your template

Save your working document

following the usual document storage and naming conventions established by your leaders

Open a Blank Sheet

Rename your new sheet.

If English is not your preferred language

Switch to your language, just like every Systems2win Excel template.

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Now your team is ready to start using your

Maintenance Schedule template

Create a separate workbook or worksheet for each Work Area

Either create a separate workbook for each Work Area

(by using your master template to create multiple workbooks)

or (within a single workbook), create a separate worksheet for each Work Area.

In the Excel ribbon bar, select Systems2win menu > Open a Blank Sheet

Personalize for tasks unique to that Work Area

If using an older version, you might need to use Styles to change cells between grey and clear:

Grey = 2winBackPattern
Clear = 2winBackClear

Perhaps personalize your drop down lists on the DV sheet.

Optionally edit the text boxes below the Daily, Weekly, and Monthly Tasks row on the 5S Sustainment Checklist to provide additional clarification — and/or to divide Tasks into sub-categories.

Snap to grid

You can optionally hide the entire row containing the text boxes (rather than deleting them)

If you want word wrap within a text box, you can increase row height

Learn more about how to personalize any Systems2win template.

Optionally save personalized templates for each Work Area

If you find yourself re-creating the same changes each month (or year)...

then you might (optionally) save personalized templates for each Work Area.

Do not overwrite the master template

because you (and others) need to keep a clean starting point for creating new templates for new Work Areas.

Instead, save your Work Area template somewhere else

Perhaps on your team's shared server folder.

Perhaps use your S2winSync folder

(that allows you to easily distribute your own personalized templates to widespread team members)

Each month, use your Preventive Maintenance Checklist for each Work Area

There are 2 optional ways to use your Preventative Maintenance Checklist:

1. In handwriting on printed paper, (initialing each task as completed)
2. On computer, (choosing from drop down list for each completed task)

Additional instructions for the 5S Sustainment Checklist

As you prepare a new 5S Sustainment Checklist for each Work Area each month,

you might choose to transcribe some tasks from the (long-term) TPM checklist to the (short-term) 5S Sustainment Checklist for that month.

Print your Preventive Maintenance form

Review as part of Leader Standard Work

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types

Two Types of

Preventive Maintenance Checklist

1) Preventive Maintenance Schedule template

Preventive Maintenance program template - TPM software for tasks with monthly, quarterly, or yearly cycle

5S

2) Preventive Maintenance form for 5S

One popular use of a maintenance checklist is to have the workers use it to maintain their own workspace on a routine schedule

as part of a 5S program (that is a cornerstone of any initiative for lean process improvement).

Sample Preventive Maintenance Checklist example - for tasks to be performed THIS month

5S Sustainment Checklist Excel template

Tip: If you want only 1 week per sheet (rather than a month per sheet),
then simply hide the rows you don't need, and perhaps change Print Settings to Landscape (instead of Portrait).

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approvals

TPM Checklist Approvals

Notice the section for Leader Reviews on both the Preventive Maintenance Checklist template and the 5S Sustainment Checklist template.

That is where your leaders periodically sign their initials on the printed form that is posted near the workspace — as a form of Visual Management — to let everyone know publicly that this is important, and that leaders really are keeping a close eye to make sure that it gets done, and done right.

Like every Systems2win template, you can easily personalize the form for your own leadership tiers and titles;

but notice that even the senior level VP or Director will occasionally put his or her initials on the form — whenever he or she happens to be passing through the area.

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benefits

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TPM

Preventative Maintenance Checklist

Importance for Total Productive Maintenance (TPM)

The two cornerstones

of a typical Preventative Maintenance program

will usually consist of:

1. A Preventive Maintenance schedule checklist

   for each work area

2. A system for measuring OEE Overall Equipment Effectiveness

OEE to improve Availability, Performance, and Quality generated from each piece or cluster of equipment

Either of these two popular TPM tools

are used more than all of the other less popular TPM tools put together.

Own yours now

and start maintaining your own equipment better — now