Preventative Maintenance


Provides a formal place to define the preventative maintenance (PM) portion of the controls and communicate the requirements to the maintenance/facilities function.

Answers the questions:
  • What equipment requires preventative maintenance and what triggers it?
  • What actions should be carried out when a PM trigger goes off?
When to Use Purpose
End of project Document details of preventative maintenance requirements and schedules.
Post-project Provides the auditing function with defined requirements.


No data requirements exist because you only use this tool to collect and organize data.


  1. Determine which equipment (if any) would benefit from preventative maintenance (PM).
  2. Determine what should trigger the PM (cycle count, elapsed time, or key parameter value).
  3. Document the PM requirements and obtain approval/agreement from the maintenance/facilities function.
  4. Record a link to the actual maintenance/facilities reference document that establishes the PM.


You should include maintenance/facilities personnel as team members from the start of the project.

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