Planning and running maintenance rounds
A planned maintenance round covers many assets on one site in one visit. This course covers planning it (scope, tasks, downtime windows, access, permits, parts kits, competence and route), running it (reconciling the asset register, checking inspection status, tagging out what isn't safe) and keeping the records and intervals honest, using HSE's PUWER guidance as the UK example. Sites and data are fictional; your contracts, procedures and the manufacturer's instructions govern.
- Level
- Intermediate
- Length
- About 45 minutes
- Contents
- 3 lessons · 1 video · final exam
- Status
- Published · updated 3 Oct 2026
Skills you'll practise
- Plan a maintenance round: assets, tasks, downtime windows, access, permits, parts kit, competence and route
- Spot a gap in a round plan before the visit
- Reconcile the asset register with what is found on site and report every difference
- Check inspection status before using or handing back equipment, and tag out unsafe equipment
- Record completed, not-done and deferred items honestly, and explain how inspection intervals are set and reviewed
Course outline
- 1.Planning and running maintenance roundsVideo · 2 min
- 2.Planning the roundLesson · 15 min
- 3.On the round: register, status and safetyLesson · 15 min
- 4.Records, coverage and intervalsLesson · 15 min
- 5.Planning and running maintenance rounds: knowledge checkKnowledge check · 16 questions
- 6.Planning and running maintenance rounds: practical exerciseKnowledge check · 1 question
- 7.Final exam8 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.
- HSE: Maintenance of work equipment (PUWER) (UK example)
- HSE: Inspection of work equipment (PUWER regulation 6) (UK example)
- Your organization's field service procedures, the manufacturer's instructions and the customer's site rules (these govern)
See it with your own jobs and topics
Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.