Preventative Maintenance

Use the Preventative Maintenance form to define and communicate the preventative maintenance plans.
The Preventative Maintenance form answers the following questions.
  • What equipment requires preventative maintenance and what are the triggers?
  • What actions are required when preventative maintenance is due?


Include maintenance and facilities personnel as team members from the start of the project.

  1. Determine which equipment would benefit from preventative maintenance.
  2. Determine when preventative maintenance is required based on cycle count, elapsed time, or parameter value.
  3. Document the preventative maintenance requirements and obtain agreement from the maintenance team.
  4. Record a link to the reference document that establishes the preventative maintenance.

For more information, go to Add and complete a form.