Maintenance procedures and techniques

Maintenance procedures and techniques

Maintenance Schedule Creation

  • Identify the equipment and systems to be maintained, noting their service history and current condition.
  • Comprehend maintenance manuals and guidelines provided by manufacturers, as they often list suggested maintenance tasks and frequencies.
  • Establish a prediction of the lifespan of equipment based on its operating conditions and usage, to plan appropriate maintenance tasks.
  • Recognise the critical components that might lead to system failure if left unattended, and plan for their regular inspection and maintenance.
  • Comparing performance trends and historical data with similar equipment can help estimate the pattern of wear-and-tear to tailor a suitable maintenance routine.

Implementation of Maintenance Procedures

  • Always turn off the machine before starting the maintenance process to ensure safety. Disconnect it from the power source if necessary.
  • Clean the equipment thoroughly to remove grime, dust, or any build-ups. Dirt can impair a machine’s function and potentially cause more serious issues.
  • Conduct inspections visually or with equipment like probes or scanners to identify potential problems like rusting, loose parts, or leaks.
  • Regularly check the lubrication of machines to reduce friction and wear. Add or change oils or other lubricants as directed in the manufacturer’s guidance.
  • Replace components that are worn out or on the verge of failing. Early replacement can prevent more serious equipment breakdowns.

Documenting Maintenance Actions

  • All maintenance actions must be recorded systematically with dates, descriptions of tasks performed, and the condition of the equipment for future references.
  • Report noticed anomalies and their corresponding actions in maintenance logs to track the patterns of machine behaviour over time.
  • Store records of replaced parts including their model numbers, manufacturers, and dates of installation for extensive equipment history.
  • Submit detailed reports after each inspection or maintenance activity, sharing findings and recommendations with appropriate management or oversight bodies.
  • Evaluate effectiveness of maintenance procedures over time by comparing equipment performance before and after maintenance, and adjust practices as needed.


  • Always run a post-maintenance check to ensure the equipment is working properly and no further issues have been unintentionally induced during maintenance.
  • Train employees on appropriate post-maintenance clean-up procedures to ensure a safe and tidy work environment.
  • Ensure that all the safety guards and related protective components are re-installed and working properly, after the maintenance work is completed.
  • Review and analyse the maintenance results to determine if further action or modifications to the maintenance plan are necessary.
  • Revisit and revise the maintenance schedule if the condition of equipment severely deviates from the expected norm after a certain maintenance procedure.