Predictive Maintenance (PdM) Checklist

Maximize uptime & minimize costly breakdowns! Download our free Predictive Maintenance (PdM) Checklist for Manufacturing. Streamline your maintenance program, reduce downtime, and optimize equipment performance with this essential guide.

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Asset Identification & Prioritization

1 of 8

Ensuring accurate asset identification, classification, and prioritization based on criticality and risk.

Asset ID

Asset Name/Description

Asset Category

Criticality Score (1-5, 1=Lowest, 5=Highest)

Justification for Criticality Score

Maintenance Strategy (Initial)

Date of Last Inspection/Assessment

Estimated Replacement Cost

Associated Hazards (if any)

Data Acquisition & Integration

2 of 8

Collecting relevant data from various sources (sensors, CMMS, historical records) and integrating it for analysis.

Data Sources Identified?

Which data sources are currently integrated?

Number of connected sensors

Last Data Integration Validation Date

Data Integration Challenges

Data Flow Diagram

Data Transmission Protocol

Data Security Measures in Place

Condition Monitoring Techniques

3 of 8

Implementation and verification of appropriate condition monitoring techniques (vibration analysis, thermography, oil analysis, ultrasonic testing, etc.).

Selected Condition Monitoring Techniques

Vibration Analysis - Frequency Range (Hz)

Thermography - Camera Resolution (MP)

Oil Analysis - Sample Volume (mL)

Last Oil Analysis Date

Time of Ultrasonic Measurement

Notes on Condition Monitoring Results

Upload Thermography Image

Data Analysis & Modeling

4 of 8

Analyzing collected data to identify trends, anomalies, and predict potential failures. Includes model validation and refinement.

Vibration Analysis - RMS Amplitude (mm/s)

Oil Analysis - Viscosity Index

Thermography - Max Surface Temperature (°C)

Anomaly Detected (Vibration)?

Description of Observed Anomalies

Date of Anomaly Detection

Model Performance Confidence Level

Remaining Useful Life (RUL) Estimate (Units of Operation)

Upload Spectral Analysis Graph (Vibration)

Maintenance Planning & Scheduling

5 of 8

Developing and executing maintenance plans based on predictive insights, optimizing maintenance intervals and resource allocation.

Predicted Remaining Useful Life (RUL) - Component X (in days)

Scheduled Maintenance Start Date - Component Y

Estimated Maintenance Duration - Component Z

Maintenance Type (Based on PdM Prediction)

Detailed Maintenance Procedure Notes

Required Skills/Personnel

Supporting Documents (e.g., parts list, diagrams)

Work Order Priority (Based on PdM)

Reporting & Communication

6 of 8

Establishing clear reporting channels to communicate predictive maintenance findings to relevant stakeholders and track program effectiveness.

Number of PdM Reports Generated Per Month

Report Distribution Method

Date of Last Report Review with Stakeholders

Summary of Stakeholder Feedback on Last Report

Which stakeholders receive the PdM Reports?

Communication Frequency for Critical Findings

Example of a Typical PdM Report

Program Review & Continuous Improvement

7 of 8

Regularly reviewing the PdM program's performance, identifying areas for improvement, and adapting strategies based on evolving needs.

Number of Assets Covered by PdM

Number of Predicted Failures Avoided (estimated)

Overall PdM Program Cost Savings (estimated)

Summary of PdM Program Performance Trends (past review period)

Areas for Improvement Identified

Action Items & Assigned Owners (for addressing identified areas for improvement)

Date of Next Program Review

Overall PdM Program Effectiveness (Rating Scale)

Recommendations for future PdM expansion or refinement

Safety & Compliance

8 of 8

Ensuring all PdM activities adhere to safety regulations, environmental standards, and relevant compliance requirements.

Safety Training Completion (PdM Personnel)

Permit to Work Compliance Score (Scale 1-10)

PPE Usage Verification (Routine Inspection)

Last Safety Audit Date

Record of Near Misses/Safety Incidents related to PdM activities

Compliance with Environmental Regulations (e.g., waste disposal)

Documentation of Hazardous Material Handling Procedures (if applicable)

Name of designated Safety Officer for PdM

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