Plan and prepare
- List the buildings, systems and equipment that need maintenance.
- Set the inspection frequency for each asset.Follow manufacturer intervals and your organization's procedures.
- Gather manuals, service histories and asset records.
- Confirm spare parts, consumables and tools are in stock.
- Assign tasks to qualified staff or contractors.
- Review safety requirements and permits before starting.
Safety and lockout
- Wear the required personal protective equipment.
- Isolate energy sources and apply lockout/tagout before work.
- Verify equipment is fully de-energized before servicing.
- Check emergency stops, guards and interlocks operate correctly.
- Test fire alarms, extinguishers and emergency lighting.
- Confirm first aid kits and spill kits are stocked and accessible.
Equipment and machinery
- Inspect machines for wear, damage, leaks and corrosion.
- Check belts, chains, bearings and moving parts for wear.
- Lubricate components per the manufacturer's schedule.
- Clean filters, vents and cooling systems.
- Check fluid levels and top up or replace as needed.
- Test equipment under normal operating conditions.
- Calibrate instruments and gauges where required.
Building and grounds
- Inspect roofs, walls, doors and windows for damage.
- Check floors, stairs and walkways for trip and slip hazards.
- Test lighting and replace failed lamps.
- Inspect plumbing for leaks and check water systems.
- Check HVAC operation and replace air filters.
- Keep entrances, exits and grounds clear and well maintained.
Electrical and utilities
- Inspect electrical panels, cables and outlets for damage.
- Check for overheating, loose connections or burning smells.
- Test backup generators and uninterruptible power supplies.
- Verify metering and monitoring systems are working.
- Inspect compressed air, gas and water utilities for leaks.
- Confirm only qualified electricians work on live systems.
Records and follow-up
- Record each task, the date and who completed it.
- Log any faults, readings and parts replaced.
- Raise work orders for repairs that cannot be done immediately.
- Track recurring issues to plan replacements or upgrades.
- Update service histories and asset records.
- Review the maintenance schedule and adjust intervals as needed.
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