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Machine PM checklist

General Information

Record machine ID and location.

Note the date of the PM.

Document the technician’s name.

Safety Precautions

Ensure all safety gear is worn (gloves, goggles, etc.).

Lockout/tagout procedures are in place.

Confirm that the machine is powered down.

Visual Inspection

Check for any visible leaks (oil, coolant, etc.).

Inspect belts and hoses for wear and tear.

Look for loose or missing fasteners.

Electrical Components

Inspect wiring for damage or fraying.

Check connections for corrosion or looseness.

Test emergency stop switches.

Mechanical Components

Inspect bearings for wear; lubricate if necessary.

Check gears and pulleys for signs of wear.

Ensure alignment of moving parts.

Fluid Levels

Check oil levels and condition; change if necessary.

Inspect coolant levels; refill as needed.

Examine hydraulic fluid levels and quality.

Calibration and Adjustment

Cleaning

Clear any filters and vents.

Documentation and Reporting

Record all findings and actions taken.

Use a standardized form for consistency.
Include date and time of inspection.
Describe each finding clearly and concisely.
Document actions taken for each finding.
Sign off on the report for accountability.

Note any parts that need replacement.

List each part with its specific identification number.
Indicate the reason for replacement.
Provide estimated lead time for new parts.
Highlight urgency level for replacement.
Attach photos if necessary for clarity.

Final Checks

Reassemble any removed components securely.

Review and Feedback

Gather feedback from operators on machine performance.

Document any issues for review in the next PM cycle.

This checklist can be tailored to specific machines and organizational needs but provides a solid foundation for preventive maintenance practices in manufacturing settings.

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