Preventive maintenance planning


Preventive Maintenance Planning template was created to assist scheduling, performing and repairs in a maintenance process for a specific equipment or tool.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Device/tool
  2. Device/tool specifications
  3. Purchase date
  4. Equipment ID
  5. Serial number
  6. Category
  7. The location of the equipment
  8. Previous maintenance reports
  9. Tag the priority of this device/tool

Prepare maintenance plan

  1. Is it operating to manufacturers’ specifications?
  2. Is it a high priority asset?
  3. Maintenance plan
  4. Plan specifications

Schedule services

  1. Maintenance team
  2. Maintenance frequency
  3. Next maintenance date

Perform services

  1. Were any defects found?
    • Yes. Move the card to “Repair”.
    • No. Move the card to “Done”.
  2. Comments about the issue
  3. Maintenance report


  1. Repairing team
  2. Has the Issue been resolved?
    • Yes. Move the card to “Done”.
  3. Report about the repair


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