Maintenance Planning and Scheduling is a key aspect of the Best Practices for Maintenance and Reliability. Jeff Shiver provides this Checklist so you can determine where you are with this functional area, and where you will want to improve. Questions on where to start? www.peopleandprocesses.com/mps.php

1. Maintenance Planning Checklist
Work Request/ Order Documentation
 Is the correct equipment number assigned?
 Is there enough information to understand the scope of work required?
 Are key words used such as Inspect, Replace, Rebuild, Calibrate, etc.?
 Does this Work Order duplicate another already in the system?
 Is the location of the work clearly identified?
 Is the Work Order coding such as Priority and Work Type appropriate?
Job Research
 Has this work been done before? If so, does a reusable job plan already exist?
 If no job plan exists, can parts of other job plans be applied to create a new one if needed?
 Is this job so frequent that Maintenance Engineering attention/ further analysis is warranted?
 Is a trip to the job site required to accurately plan materials, task steps and safety requirements?
 Will a picture or sketch help move the work execution along?
Job Planning
 Basic (utilizes a continuous improvement feedback loop to capture and improve job plan)
 If a comprehensive job plan is not required or timing prohibits development, have the
crafts, parts and consumables, and estimated times been determined for a minimum job
plan?
 If multiple crafts are required, have child Work Orders been established?
 If the parts are staged and kitted, is that location identified in the plan?
 Intermediate (Thorough planning or use of a continuous improvement feedback loop on
repetitive jobs to capture and improve task steps/ materials on each execution)
 Is a separate child Work Order/ notification in place as needed to clean/ empty the
equipment, purge, blind, isolate, remove insulation, etc. prior to commencing work
activities?
 Are the work tasks/ steps clearly described in the job plan?
 Are tolerances, clearances, wear measurements, torque, belt tension, and other
specifications defined?
 Are serialized replacement parts needed? If so, step to capture & validate serial #
removed/ installed is required.
 Are any special tools/fixtures/ equipment required to execute the job?
 Have the safety procedures and permits been noted on the plan?
People and Processes, Inc. PO Box 460 Yulee, FL 32041-0460 (800) 930-4276 (866) 637-9437 Fax
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2.  Are all environmental issues and permits properly addressed in the job plan?
 Is any special technical documentation such as manuals, pictures, or drawings required?
If so, have they been noted on the job plan?
 Is Engineering assistance required?
 Is housekeeping/ cleanup identified in the plan as a task step?
 Are rebuild-able parts identified and noted for return to the appropriate area on job
completion and a Work Order written to address the rebuild if a Maintenance function?
 Do any special contact personnel require notification before or on job completion?
 Have other craft planners, as required; been notified of upcoming work to leverage
downtime?
 Are there any special disposal requirements for removed equipment components?
 What level of testing (laboratory biological sampling/ operations) is required prior to
equipment return to service and who will be the contact?
 What level of performance testing is needed after work end?
 Are any special activities to be done on work completion prior to releasing the equipment
to ensure safe operation (vibration readings, NDT control, hydraulic test, sealing test,
etc.)?
Job Package
Includes the following from the Research and Job Planning activities:
 Job Plan
 Safety and Environmental Permit Forms (Completed if prior approval required)
 Complete Bill of Materials listing
 Pick list of necessary materials and consumables required for this work.
 Equipment history
 Technical specifications, manuals, pictures, and drawings as required
Check out our training and services at www.peopleandprocesses.com
People and Processes, Inc. PO Box 460 Yulee, FL 32041-0460 (800) 930-4276 (866) 637-9437 Fax
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