Maintenance checklists: how to manage them?

Maintenance checklists are essential documents for teams, especially in industry. They can serve either as a guide for technicians who carry out interventions, or as a means of collecting information useful to managers for analysis, or as an organizational tool in the service of safety and maintenance efficiency.

In the Mobility Work CMMS, a maintenance checklist can be associated with a specific task or with all the tasks in the same maintenance plan. Technicians thus have easy and immediate access to these lists, directly from any connected device (computer, tablet or smartphone).

Below are some tips for developing your checklists and thus improving your maintenance processes, ensuring the safety of your teams and guaranteeing the quality of their interventions.

Digitize your maintenance checklists

Digitizing documentation has a number of benefits in terms of accessibility, reliability, and security. The writing and use of checklists in digital format make it possible in particular to: facilitate the feedback of information.

While following the steps of the checklist to do his work, the maintenance technician can thus record important information in his CMMS tool such as observations, levels, etc. The feedback of his information to the managers is thus more reliable and faster, and they thus have a decision support tool, whether it is considering the replacement of a means of production or making changes to the maintenance procedure itself if it is deemed inadequate.

The use of digital media for maintenance checklists also makes it possible to avoid the disadvantages associated with paper documentation, such as The difficulty of the update, the risk of loss or destruction, and the impractical nature of the technician.

A maintenance checklist in Mobility Work CMMS

Taking users into account

When writing a maintenance checklist, one should always keep in mind the needs of users. This development work involves not only knowledge of the profession and the equipment concerned, but also information taken directly from the personnel who will carry out maintenance interventions. Only in this way will the checklist meet their needs, both in terms of content and form.

Write simple and effective maintenance checklists

For a checklist to be an effective reference document for the user, it must be both clear and without superfluous content. By including only the instructions that the maintenance technician needs to perform his tasks, we facilitate the understanding and we thus prevent errors in interpretation and manipulation.

The rule is simple: concise and relevant sentences to best guide the employee, especially if he is a novice.