ChecklistGuro Equipment Health Index (EHI) Review Checklist
Maximize uptime & minimize costly breakdowns! Download our free Equipment Health Index (EHI) Review Checklist for manufacturing facilities. Ensure peak performance, predict failures, and optimize maintenance - a vital tool for any manufacturing operation.
This Template was installed 3 times.
Overall Performance & Trending
Evaluates overall EHI score trends and identifies areas requiring immediate attention. Focuses on broader performance indicators.
Current EHI Score
Previous EHI Score (for comparison)
Percentage Change in EHI Score
Summary of Key Trends Observed in EHI Data
Overall Assessment of Equipment Health (Based on EHI)
Areas of Greatest Concern (Based on EHI)
Date of Last EHI Review
Recommendations for Further Investigation or Action
Vibration Analysis
Assesses vibration data to detect imbalances, misalignment, bearing faults, and other mechanical issues. Focuses on critical rotating equipment.
Overall Vibration Severity Score (RMS)
Axial Vibration (mm/s)
Radial Vibration (mm/s)
Tangential Vibration (mm/s)
Phase Analysis (if applicable)
Description of Observed Vibration Patterns
Vibration Spectrum Graph
Impulse Characteristics (if present)
Date of Last Vibration Analysis
Oil Analysis
Reviews oil samples for wear debris, contaminants, and lubricant degradation to predict failures and optimize maintenance schedules. Applies to lubricated equipment.
Viscosity (cSt @ 40°C)
Total Base Number (TBN) (mg KOH/g)
Acid Number (AN) (mg KOH/g)
Water Content (%)
Wear Metal Concentration - Iron (ppm)
Wear Metal Concentration - Copper (ppm)
Particle Contamination (ISO Code)
Observations/Comments on Oil Condition
Oil Sample Date
Oil Analysis Report
Thermography (Infrared Scanning)
Evaluates thermal images to identify hotspots indicative of electrical, mechanical, or process inefficiencies.
Maximum Hotspot Temperature (Surface °C)
Ambient Temperature (°C)
Emissivity Value Used
Description of Hotspot Anomalies Observed (if any)
Areas Inspected (Select all that apply)
Overall Thermal Image Quality
Date of Thermography Scan
Time of Thermography Scan
Attach Thermography Image(s)
Ultrasonic Testing
Reviews ultrasonic data to detect leaks, corrosion, bearing faults, and other anomalies in equipment components.
Bearing Outer Race Defect Amplitude (dB)
Bearing Inner Race Defect Amplitude (dB)
Bearing Ball/Roller Defect Amplitude (dB)
Gear Mesh Frequency Amplitude (dB)
Description of Detected Anomalies (if any)
Leak Detection Status
Ultrasonic Sound Waveforms/Spectrum
Date of Ultrasonic Testing
Time of Ultrasonic Testing
Process Parameter Monitoring
Analyzes process data (e.g., pressure, temperature, flow) to identify deviations from normal operating conditions that impact equipment health.
Production Rate (Units/Hour)
Operating Pressure (PSI)
Operating Temperature (Degrees Celsius)
Power Consumption (kW)
Cycle Time (Normal Range)
Observed Process Anomalies/Deviations
Date of Last Process Parameter Calibration
Process Parameter Stability
Actions Taken Regarding Process Parameter Deviations
Data Integrity and Reliability
Verifies the accuracy and completeness of data collected for EHI calculations and ensures data sources are reliable.
Data Source Accuracy Score (1-10)
Data Source Verification Method
Last Data Source Validation Date
Description of Data Validation Procedures
Data Transmission Method
Data Loss Rate (%)
Notes on data inconsistencies or anomalies detected
Calibration Status of Sensors
Alarm Management & Response
Reviews alarm thresholds, response procedures, and documentation to ensure timely and appropriate action is taken when equipment issues are detected.
Number of Unacknowledged Alarms
Alarm Response Protocol Followed?
Brief Description of Alarm Response Actions Taken
Date of Last Alarm Response Training
Average Time to Acknowledge an Alarm
Root Cause Analysis Performed for Recurring Alarms?
Summary of Findings from Root Cause Analysis (if applicable)
Attach screenshot of recent alarm log (if applicable)
Maintenance History Review
Examines past maintenance records to identify recurring problems, assess the effectiveness of repairs, and optimize maintenance strategies.
Number of Preventative Maintenance (PM) Tasks Completed on Time
Summary of Recurring Failure Modes
Date of Last Major Overhaul
Mean Time Between Failures (MTBF) – Current Value
Number of Unexpected Breakdowns in the Past 12 Months
Detailed Description of Most Recent Significant Repair
Root Cause Analysis (RCA) Documentation Available?
Upload Maintenance Records/Logs (Optional)
Corrective Action Effectiveness
Evaluates the impact of corrective actions taken on equipment health and EHI scores, to improve future maintenance activities.
Pre-Corrective Action EHI Score
Post-Corrective Action EHI Score
Corrective Action Category
Description of Corrective Action Taken
Root Cause Identified (Initial Assessment)
Root Cause Verification Method
Description of Actual Root Cause (If Different)
Was the Corrective Action Effective?
Explanation for Effectiveness Rating (If Partially or No)
Date of Follow-Up Review
Frequently Asked Questions
Can I customize this template after installing it?
Absolutely. Once installed, you can add, remove, or reorder tasks, add custom fields, and adjust deadlines to fit your specific workflow.
Can I add images or photos to these checklist items?
Yes. Our platform allows you to attach photos, signatures, and notes to any checklist item for better verification and proof of completion.
Can I create a custom checklist from scratch instead of using a template?
Yes. You can use our "Create your own checklist" feature to build a unique workflow tailored exactly to your operational requirements.
Can I add dependencies between tasks?
Yes, you can set up conditional logic and dependencies to ensure your team follows the correct sequence of operations.
Can I assign specific checklist items to different team members?
Yes. You can assign individual tasks to specific employees, ensuring clear accountability across your entire team.
Can I use these checklists on mobile devices in the field?
Yes. Our platform is fully responsive, allowing your team to complete, update, and upload photos to checklists directly from any smartphone or tablet.
How do I notify my manager when a checklist is completed?
You can set up automated notifications (via email, push notification, or in-app alerts) to trigger whenever a checklist is finished or if an item fails inspection.
Can multiple people work on the same checklist simultaneously?
Yes, the platform supports real-time updates, allowing multiple users to contribute to a single live checklist.
Where is the data from completed checklists stored?
All completed checklists are stored securely in your Work OS dashboard, creating a permanent, searchable audit trail of your operations.
Can I generate reports based on my checklist results?
Yes. You can track completion rates, identify recurring issues, and monitor team performance through our integrated reporting and analytics tools.
How can I use these checklists for compliance or auditing purposes?
Because our checklists capture timestamps, photos, and digital signatures, they serve as a robust digital paper trail for regulatory compliance and internal audits.
Can I export my completed checklist data for use in other tools?
Yes. You can export your data in various formats (CSV, Excel, etc.) to integrate your operational insights with your other business software.
Comments
There are no comments yet. Be the first to add one!
Manufacturing Management Solution Demo
Stop chasing paperwork and wrestling with disconnected systems! Our solution brings clarity and control to your production process. From standard operating procedures (SOPs) and equipment maintenance to quality control and inventory tracking, we simplify every step.
Related Checklist Templates
GMP (Good Manufacturing Practices) Facility & Hygiene Standard Checklist
SBI (Standard Business Instructions) Operational SOP Compliance Checklist
UVV (Unfallverhütungsvorschrift) Machinery Safety & Inspection Checklist
VDA 6.5 Product Audit & Quality Verification Checklist
Six Sigma DMAIC Project Management & Methodology Checklist
HACCP (Hazard Analysis and Critical Control Points) Food Safety Implementation Checklist
Automotive SPICE (ASPICE) Process Assessment & Software Quality Checklist
IATF 16949 Quality Management System (QMS) Compliance Audit Checklist
Need help with
Manufacturing?
Have a question? We're here to help. Please submit your inquiry, and we'll respond promptly.