SOP-MAINT-001: Preventive Maintenance Inspection

Document owner: Maintenance Lead
Effective date: [YYYY-MM-DD]
Review cycle: Every 90 days
Version: 1.0

1. Purpose

This SOP defines how maintenance staff inspect equipment, complete preventive tasks, document issues, and escalate repairs.

2. Scope

Applies to scheduled preventive maintenance for [equipment / facility area / asset class].

Does not apply to emergency repairs, warranty service, or work that requires a licensed outside contractor.

3. Roles and responsibilities

4. Prerequisites

• Scheduled work order
• Asset ID and maintenance history
• Required tools, parts, and safety equipment
• Lockout/tagout requirements, if applicable
• Inspection checklist or manufacturer guidance

5. Procedure

1. Open the assigned maintenance work order.
2. Confirm the asset ID, location, due date, and approved downtime window.
3. Review recent maintenance history and known issues.
4. Gather required tools, parts, PPE, and inspection checklist.
5. Make the equipment safe to inspect using approved safety controls.
6. Complete each inspection and preventive maintenance task in the checklist.
7. Record measurements, condition notes, parts replaced, and photos if needed.
8. Flag defects, abnormal wear, leaks, noises, or safety concerns.
9. Create follow-up work orders for issues that cannot be resolved during the inspection.
10. Return the asset to service only after completion checks pass.

6. Quality checks

• Work order and asset ID match
• Required safety controls were followed
• Checklist items are complete
• Measurements and observations are documented
• Follow-up issues have owners and priority
• Maintenance lead confirms completion

7. Exceptions and escalation

Escalate immediately if the asset is unsafe, a critical part is unavailable, downtime will exceed the approved window, or an issue could interrupt operations.

8. Revision history