Maintenance templates

These maintenance templates are your guide to bringing maintenance best practices onto the shop floor. It includes everything from work order checklists to asset management policies, and beyond so you can create, plan, and optimize faster.

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CMMS evaluation template graphic

Template

CMMS evaluation template

A template for organizing and scoring CMMS features so you can evaluate maintenance software quickly and find the best CMMS for your company’s needs.

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Asset management template graphic

Template

Asset management template

A template for creating an asset management policy for your company with sample text to help guide decisions on asset design, purchasing, maintenance, and more.

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Maintenance metrics template graphic

Template

Maintenance metrics template

A template for calculating the most common maintenance metrics, including mean time to repair, overall equipment efficiency, and more.

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Equipment maintenance template graphic

Template

Equipment maintenance log template

A template for tracking inspections and repairs on equipment so you can create asset histories, build schedules, standardize data collection, and more.

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Maintenance strategy graphic

Template

Maintenance strategy template

A template for establishing goals, KPIs, and metrics for your maintenance team that will help you prove the impact and ROI of maintenance.

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Asset criticality analysis template

Template

Asset criticality analysis template

Calculate the criticality of your assets so you can build better maintenance schedules, prioritize PMs, sort backlog, purchase parts, and more.

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Maintenance work order template

Template

Maintenance work order template

Use this maintenance work order template to create standardized work orders so you can prioritize, schedule, complete, and analyze tasks quickly and easily.

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Template for preventive maintenance checklist

Template

Template for preventive maintenance checklist

A template for building a preventive maintenance checklist or preventive maintenance tasklist so work can get done faster, safer, and with fewer errors.

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Backlog prioritization template

Template

Backlog prioritization template

Get a framework to help you prioritize deferred maintenance so you know where to spend your team's time, money, and resources.

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Facility shutdown checklist for maintenance

Checklist

Facility shutdown checklist for maintenance

A maintenance checklist for a long or short-term shut down of a facility so you can protect assets and adjust preventive maintenance schedules.

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Facility startup checklist for maintenance

Checklist

Facility startup checklist for maintenance

A checklist to help the maintenance team start up a facility after a short or long-term shutdown.

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CMMS implementation checklist

Checklist

CMMS implementation checklist

Get these guidelines for implementating a CMMS, including pre and post-implementation checklists.

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MRO inventory checklist

Framework

MRO inventory checklist

A checklist of activities that will help you purchase, organize, and track parts and supplies so you can cut inventory costs and boost work efficiency.

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Parts kitting template

Template

Parts kitting template

A template for building inventory kits for critical assets so you can accurately track parts usage for PMs and respond to emergencies quicker.

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Cycle count template

Template

Cycle count template

Conduct inventory cycle counts quicker, easier, and with more accuracy using this inventory cycle count template.

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Maintenance budget template

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Maintenance budget template

Design a maintenance budget from scratch and track all your costs with this maintenance budget template.

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Asset hierarchy template

Template

Asset hierarchy template

Build an asset hierarchy for one or multiple sites with this asset organizer template so you can easily plan routine maintenance and larger capital projects.

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Maintenance schedule template

Template

Maintenance schedule template

Use this maintenance schedule template to plan preventive maintenance, keep track of backlog, flag problems in your processes, and more.

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Maintenance project pitch deck template

Presentation template

Maintenance project pitch deck template

This presentation template helps you to build a case for your next big maintenance project so you can secure budget and buy-in.

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Root cause analysis template

Template

Root cause analysis template

Conduct a root cause analysis to find out why equipment broke and how to prevent it in the future with this root cause analysis template.

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Failure mode and effects analysis template

Template

Failure mode and effects analysis template

This failure mode and effects analysis template helps you map failure modes for critical equipment so you can create better SOPs, maintenance schedules, and emergency procedures.

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