Equipment Health Index (EHI) Review Checklist
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This Template was installed 5 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
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