Planned maintenance visits: checklists, readings and findings

Skills you'll practise

• Explain the difference between planned (preventive) and corrective maintenance and why the manufacturer's schedule and the site checklist set the visit
• Record each reading with its value, unit, measurement point and instrument ID so later visits can compare
• Compare readings with the manufacturer's stated limits and with previous visits, and recognize a trend that needs follow-up while still inside the limit
• Classify a finding as OK, advisory, defect needing follow-up, or unsafe (make safe now), and record it
• Record a checklist item that couldn't be done with the reason and next step, instead of ticking it
• Raise follow-on work for defects through a separate work order and explain findings to the customer in plain language

Course outline

1. 1.Planned maintenance visits: checklists, readings and findingsVideo · 3 min
2. 2.What a planned maintenance visit is forLesson · 15 min
3. 3.Readings you can compareLesson · 17 min
4. 4.Classifying findings and raising follow-on workLesson · 16 min
5. 5.Planned maintenance visits: checklists, readings and findings: knowledge checkKnowledge check · 18 questions
6. 6.Planned maintenance visits: checklists, readings and findings: practical exerciseKnowledge check · 1 question
7. 7.The reading that crept upScenario
8. 8.Final exam11 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

• OSHA 29 CFR 1910.147: The control of hazardous energy (lockout/tagout) (US example)
• HSE: Maintenance of work equipment (UK example)
• Your organization's field service procedures, the manufacturer's instructions and the customer's site rules
• General customer service and field service practice (starter content; needs subject review)