Maintenance Planning Checklist

Below is a simple yet, under utilized tool for ensuring consistent results when creating and developing job plans based on Work Orders within your CMMS.


Maintenance Planning Checklist Work Request/ Order Documentation
- Is the correct equipment number assigned?
- Is there enough information to understand the scope of work required?
- Are key words used such as Inspect, Replace, Rebuild, Calibrate, etc.?
- Does this Work Order duplicate another already in the system?
- Is the location of the work clearly identified?
- Is the Work Order coding such as Priority and Work Type appropriate?

Job Research
- Has this work been done before? If so, does a reusable job plan already exist?
- If no job plan exists, can parts of other job plans be applied to create a new one if needed?
- Is this job so frequent that a reusable job plan is warranted?
- Is a trip to the job site required to accurately plan materials, task steps and safety requirements?
- Will a picture or sketch help move the work execution along?

Job Planning
Basic (utilizes a continuous improvement feedback loop to capture and improve job plan)

- If a comprehensive job plan is not required or timing prohibits development, have the crafts, parts and consumables, and estimated times been determined for a minimum job plan?
- If multiple crafts are required, have child Work Orders been established?
- If the parts are staged and kitted, is that location identified in the plan?

Intermediate (Thorough planning or use of a continuous improvement feedback loop on repetitive jobs to capture and improve task steps/ materials on each execution)

- Is a separate child Work Order in place as needed to clean/ empty the equipment, purge, blind, isolate, remove insulation, etc. prior to commencing work activities?
- Are the work tasks/ steps clearly described in the job plan?
- Are specifications defined?
- Are all environmental issues and permits properly addressed in the job plan?
- Are any special tools/fixtures/ equipment required to execute the job?
- Have the safety procedures and permits been noted on the plan?
- Is any special technical documentation such as manuals, pictures, or drawings required? If so, have they been noted on the job plan?
- Is Engineering assistance required?
- Is housekeeping/ cleanup identified in the plan as a task step?
- Do any special contact personnel require notification before or on job completion?
- Have other craft planners, as required; been notified of upcoming work to leverage downtime?
- Are there any special disposal requirements for removed equipment components?
- Are any special activities to be done on work completion prior to releasing the equipment to ensure safe operation (NDT, Hydrotesting etc.)?

Job Package
- Job Plan
- Safety and Environmental Forms (Completed if prior approval required)
- Complete Bill of Materials listing
- Pick list of necessary materials and consumables required for this work
- Technical specifications, manuals, pictures, and drawings as required