Maintenance Checklists and Downloadable Templates
Download ten editable CSV planning records without a signup. Open them in Excel or your preferred spreadsheet tool and adapt them to your plant.
These are administrative starting points. They do not replace OEM instructions, engineering review, permits or site-approved safety procedures. Have the responsible qualified person approve each template before use.
Daily PM Inspection Record
Record planned checks, findings and follow-up ownership. Use asset-specific OEM and site-approved procedures.
Included fields: Asset ID, Location, Approved procedure reference, Planned date, Assigned person, Observation, Follow-up work order, Owner, Due date, Review status.
Download CSV templateLOTO Planning and Verification Record
Administrative record for qualified personnel using an approved energy-control procedure. This is not an isolation procedure or authorization to work.
Included fields: Work order, Asset ID, Approved energy-control procedure reference, Authorized person, Permit reference, Verification record reference, Handover record, Return-to-service approval reference, Reviewer.
Download CSV templateElectrical Inspection Planning Record
Document scheduled inspection scope and approved report references. Qualified personnel must determine safe methods, access and acceptance criteria.
Included fields: Asset ID, Location, Approved inspection scope reference, Qualified inspector, Scheduled date, Report reference, Finding classification, Follow-up action owner, Target date, Review status.
Download CSV templateCondition Monitoring Route Record
Track measurement locations and report references without prescribing equipment-specific thresholds.
Included fields: Route ID, Asset ID, Measurement point, Approved method reference, Instrument ID, Date, Reading and unit, Approved criterion reference, Finding, Follow-up work order.
Download CSV templateCompressed Air Audit Log
Log audit observations, repair ownership and verification references. Use the site-approved procedure for assessment and repair.
Included fields: Location, Equipment ID, Observation reference, Estimated loss method, Finding, Repair work order, Owner, Target date, Verification reference, Status.
Download CSV templatePlant Shutdown Preparation Register
Coordinate scope, resources, materials, dependencies and approvals ahead of a planned shutdown.
Included fields: Task ID, Asset ID, Scope, Predecessor task, Responsible owner, Planned duration, Material readiness, Permit reference, Contractor, Acceptance criterion, Approval status.
Download CSV templateCritical Spare Parts Planning Worksheet
Record part identity, asset links, risk evidence, sourcing assumptions, physical balance, and the approved response for each candidate spare.
Included fields: Part ID, Part description, Manufacturer, Manufacturer part number, Specification or revision, Linked asset IDs, Failure scenario, Stockout consequence and method, Demand period and source, Historical demand, Supplier and quote date, Quoted lead time and source, Repair or exchange option, Approved alternative and evidence, Storage and shelf-life requirements, Physical on-hand quantity and count date, Reserved quantity and open orders, Proposed response, Reorder settings and assumptions, Decision owner and approval, Next review date.
Download CSV templateMaintenance Backlog Review Worksheet
Review work status, consequence, planning gaps, crew hours, material and access readiness, decision ownership, and the next review date.
Included fields: Work order ID, Reported date, Asset ID and location, Defect or work scope, Failure or consequence evidence, Approved site risk method and rationale, Work status, Priority decision owner, Reason for target date, Planning gap or next action, Required trade or skill, Estimated labor hours, Materials and verification status, Tools and access window, Dependencies and operating constraints, Required site-approved safety or permit references, Ready-to-schedule review date, Schedule decision and deferral reason, Assigned owner, Next review date, Completion evidence reference.
Download CSV templateWeekly Maintenance Planning and Scheduling Worksheet
Prepare a weekly work list with trade capacity, job readiness, operating windows, schedule decisions, execution hours, and deferral reasons.
Included fields: Schedule week start, Work order ID, Asset ID and location, Approved work scope, Priority and approved rationale, Work status and readiness decision, Assigned craft or skill, Assigned crew or contractor, Estimated craft hours, Net available craft hours for window, Planned day or access window, Operations release confirmation reference, Materials status and staging reference, Tools or specialist support, Predecessor or dependency work order, Site-approved permit or isolation references, Schedule decision and approver, Break-in or deferral reason, Actual craft hours, Completion or follow-up evidence, Next review date.
Download CSV templateMaintenance KPI Definition Worksheet
Define a maintenance measure's decision, formula, population, period, exclusions, source records, owner, and review rules before reporting it.
Included fields: KPI name, Decision or process question, Metric definition version, Reporting period, Asset or work population, Numerator definition, Denominator definition, Calculation and unit, Included statuses or event types, Exclusions and treatment, Source system and fields, Sample records checked, Data-quality limitations, Accountable owner, Review cadence, Interpretation and follow-up action, Locally approved target and rationale, Approver, Effective date, Next definition review date.
Download CSV templateTo plan a complete rollout, read the asset register preparation guide or PM setup guide.