A maintenance worker using eMaint as a preventive maintenance schedule tool.

If you’re looking for a more reliable and proactive maintenance strategy, it’s time to implement a preventive maintenance schedule. While scheduling maintenance can be cumbersome to manage on paper, a Computerized Maintenance Management System, or CMMS, can save you time and reduce your maintenance costs. 

What is a Preventive Maintenance Schedule?

A preventive maintenance schedule is a detailed plan that outlines when specific maintenance tasks should be performed on equipment or systems to prevent breakdowns and extend their lifespan.

Unlike reactive maintenance, where repairs are made after equipment fails, a preventive maintenance schedule ensures that routine inspections, servicing, and repairs are carried out at regular intervals. This schedule may be based on time (such as weekly or monthly) or usage metrics (such as operating hours or production cycles).

The purpose of a preventive maintenance schedule is to reduce unexpected equipment downtime, improve operational efficiency, and lower long-term maintenance costs. By performing regular upkeep, facilities can identify and address potential issues before they escalate into costly failures.

Additionally, a well-planned schedule helps optimize resource allocation, ensuring that maintenance personnel, tools, and replacement parts are available when needed.

In industries where machinery reliability is crucial, such as manufacturing, healthcare, or transportation, implementing an effective preventive maintenance schedule is essential for maintaining operational continuity. Ultimately, a preventive maintenance schedule is a proactive approach that keeps equipment in optimal condition while preventing unexpected disruptions that can affect productivity.

Why are Preventive Maintenance Schedules Important?

Preventive maintenance schedules are essential for maintaining the health and longevity of equipment and ensuring smooth operations. A well-organized schedule ensures that equipment is serviced before problems arise, reducing the risk of unexpected failures and costly downtime.

By performing maintenance tasks regularly, you can catch minor issues before they turn into significant, costly repairs. Additionally, preventive maintenance schedules contribute to better resource management, allowing companies to allocate time, manpower, and spare parts more efficiently.

Regularly scheduled maintenance also extends the life of equipment, helping companies avoid expensive replacements. When equipment is running at peak efficiency, it uses less energy, which leads to reduced operational costs.

Moreover, preventive maintenance schedules improve safety in the workplace by ensuring that all machinery and systems are functioning correctly, thereby minimizing the risk of accidents. This is particularly important in industries such as manufacturing, healthcare, and transportation, where equipment failure can pose significant safety risks.

Overall, a preventive maintenance schedule helps streamline maintenance processes, ensuring timely interventions, cost savings, and the continuous smooth operation of critical systems.

Preventive Maintenance Plan vs. Preventive Maintenance Schedule

While the terms “preventive maintenance plan” and “preventive maintenance schedule” are often used interchangeably, they refer to distinct aspects of a maintenance strategy.

A preventive maintenance plan outlines the overarching strategy for maintaining equipment, focusing on what tasks need to be done, who will do them, and what resources are required. It includes documentation on maintenance procedures, safety protocols, and expected outcomes, ensuring that maintenance efforts are aligned with operational goals.

On the other hand, a preventive maintenance schedule is the timeline that dictates when these maintenance tasks will be carried out. It details the frequency and timing of each task, ensuring that maintenance is performed before equipment breakdowns occur. The schedule helps to organize activities and distribute workload evenly across the maintenance team.

While the plan is more strategic, the schedule is operational and ensures the day-to-day execution of the plan.

Both are essential for an effective preventive maintenance system. However, without a solid schedule, even the most comprehensive maintenance plan can fail to deliver results, as missed or delayed tasks can lead to equipment failures and inefficiencies.

eBook download image

The Difference Between Fixed and Floating Preventive Maintenance Schedules

PM schedules are separated into fixed or floating types.

A fixed preventive maintenance schedule follows a strict routine, where maintenance tasks are performed at regular intervals, regardless of whether previous tasks have been completed. For example, if you inspect meter gauges every other Tuesday, this would be considered a fixed schedule. This type of schedule is predictable but may lead to overlapping tasks if prior maintenance isn’t completed on time.

In contrast, a floating preventive maintenance schedule is based on the asset’s usage and past maintenance history. Tasks are scheduled only after the completion of previous work orders. This means that if one maintenance task is delayed, future tasks are postponed until the earlier one is closed. While this method provides more flexibility, it also requires careful monitoring and tracking to ensure nothing falls through the cracks.

Preventive Maintenance Schedule Examples

A team that is required to routinely check an HVAC system and electric generators, for example, could schedule it for maintenance after every 100-200 hours of operation. Completing preventive maintenance on time will ensure your assets do not experience unexpected failures that would affect your production timelines.

Keeping rotatable parts lubricated is another example of a critical preventive maintenance activity. To prevent premature failures from wear and tear, implement a fixed schedule for part lubrication that aligns with the manufacturer’s instructions.

Types of Preventive Maintenance Schedules

There are several types of preventive maintenance schedules, each designed to meet specific operational needs.

  • Time-Based Schedule: This type is the most common and involves performing maintenance tasks at predetermined intervals. For example, servicing machinery every three months or replacing filters after a certain number of operating hours. Time-based schedules are ideal for equipment that operates continuously or in high-demand environments.
  • Usage-Based Schedule: In a usage-based schedule, maintenance is triggered by the actual usage of equipment. For instance, a vehicle might undergo maintenance after every 10,000 miles driven. This type of schedule is ideal for equipment where wear and tear depend on use rather than time.
  • Predictive Maintenance Schedule: Predictive maintenance relies on condition-monitoring technologies to assess the real-time state of equipment. Maintenance tasks are only performed when specific indicators, such as vibration levels or temperature thresholds, signal that maintenance is necessary. This is an efficient approach for minimizing unnecessary maintenance while preventing unexpected failures.
  • Seasonal Maintenance Schedule: For equipment that is only used during specific times of the year, a seasonal maintenance schedule is ideal. For example, HVAC systems might require maintenance before the start of summer or winter to ensure optimal performance during peak use.

5 Steps to Making a Preventive Maintenance Schedule with a CMMS

Keep in mind that many preventative maintenance activities can be streamlined and automated with the help of CMMS software. A CMMS gives you the power to plan, schedule, assign, and update work orders, and to include procedures, spare parts, key documents, and more.

The following are 5 fundamental steps for establishing your preventive maintenance schedules with a CMMS.

1. Sort Critical Assets by Priority

Create a list of the most vital assets and delegate workflows to them. Which items have the highest repair costs? Are there any failure modes that can be averted with PM? To spot overdue tasks, you can calculate the scheduled maintenance critical percent.

2. Gather Historical Insights on Your Assets

Be sure to record data on your work orders and unplanned downtime for each machine. Estimate how long you spent on preventive maintenance to troubleshoot common issues. How fast is the rate of depreciation on these assets? A CMMS can help you automate your record-keeping and make it easier to visualize and analyze historical trends for each of your assets. CMMS software is also ideal for identifying and analyzing your critical assets with an Asset Criticality Assessment (ACA).

3. Align Your Maintenance Schedules with the Equipment Manufacturer’s Recommendations

The best source of information is the OEM guidebook that comes with installed equipment. It should tell you the recommended schedules and how to put on spare parts. Ask your technicians and engineers about the frequency of breakdowns.

4. Design a Preventive Maintenance Schedule Template

Combine your information sources and itemize them by maintenance tasks and how often to perform them. A schedule form should include fields for the description, condition, useful life, and date checked. Here again, a CMMS can make your life much easier.

5. Verify and Adjust for Continuous Improvement

Using a CMMS is instrumental in tracking your maintenance progress and optimizing those workflows in future runs. This is where you make corrections to remove activities that don’t contribute to criticality. In the reports, identify any key points and use trends to your advantage.

Why a Preventive Maintenance Plan Fails

Even with the best intentions, preventive maintenance plans can fail for a variety of reasons. One of the most common issues is lack of clear communication. If the maintenance team is not fully aware of what tasks need to be done, or when they need to be performed, critical steps can be overlooked. This often leads to equipment breakdowns or delays in maintenance. Another frequent issue is inconsistent execution. Without proper tracking or scheduling tools, tasks may be skipped, rescheduled indefinitely, or not performed at the correct intervals.

Insufficient resources is another factor. If there aren’t enough skilled personnel, parts, or tools to perform the necessary maintenance, tasks will be delayed or not completed properly. Additionally, poor planning can cause the maintenance plan to fail. If the preventive maintenance plan doesn’t take into account equipment priorities or realistic timelines, the maintenance team might focus on less critical tasks while ignoring urgent ones. Resistance to change can also be an obstacle, particularly in organizations where maintenance practices are deeply ingrained. Employees may revert to reactive maintenance, only addressing problems after they occur. Overcoming these challenges requires thoughtful planning, resource allocation, and consistent communication to ensure that the maintenance plan is executed as intended.

3 Strategies for Successful Preventive Maintenance Scheduling

To ensure a successful preventive maintenance scheduling process, several strategies can be implemented to improve efficiency and consistency.

  1. Utilize a Preventive Maintenance Scheduler: Using a computerized maintenance management system (CMMS) or dedicated preventive maintenance scheduler is one of the most effective ways to manage tasks. These tools can automatically schedule tasks, send reminders, and track completed activities, ensuring nothing falls through the cracks.
  2. Prioritize Critical Assets: Not all equipment has the same level of importance. Prioritize equipment based on its critical role in operations. For instance, machines that directly impact production lines should be scheduled for frequent and thorough maintenance, while non-essential equipment can have less frequent checks.
  3. Continuously Review and Make Adjustments: Maintenance schedules are not set in stone. Regularly review the effectiveness of your schedule by analyzing failure rates, repair times, and costs. If certain equipment is breaking down more often despite regular maintenance, it may be necessary to adjust the frequency or intensity of your tasks. Flexibility and continuous improvement are key to long-term success.

By following these strategies, businesses can maximize equipment uptime, reduce unexpected failures, and optimize the efficiency of their preventive maintenance schedules.