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Operations & Maintenance
Best Practices for Efficient Asset Maintenance
Learn how efficient asset maintenance can streamline your efforts and keep your assets in peak condition. Explore best practices.
Key Takeaways:
Root cause analysis turns reactive maintenance into proactive maintenance.
Many companies experience data collection challenges.
CMMS automates asset management and organizes asset data in one place.
Digital checklists save time and increase technicians’ efficiency.
Costly downtime, premature equipment replacements, and lost profits are too familiar outcomes of poor asset maintenance.
But there’s another hidden cost—constant pressure on your team to keep things running.
To avoid this and ensure your assets work as hard as possible, efficient maintenance is the key.
In this article, we’ll explore five best practices for keeping your assets in peak condition while streamlining your maintenance efforts.
Let’s get started.
Collect As Much Data as Possible
Efficient asset maintenance begins with good data.
The more detailed and accurate asset data you collect, the better your maintenance strategy will be.
Asset data includes everything from basic information like the make, model, and serial number to detailed maintenance history, usage patterns, and real-time sensor data.
Source: WorkTrek
However, the real power of this data is in what it allows you to do.
For example, a detailed maintenance history for each asset lets you quickly identify recurring issues and estimate how frequently each asset requires attention.
If a specific pump fails every six months, you can schedule maintenance before another breakdown.
This way, you can achieve three key things:
plan your workload more effectively,
allocate resources properly, and
avoid unexpected downtime.
Detailed data shows you exactly what’s needed for each maintenance task.
If you know the time it takes to replace a part, the materials required, the tools needed, and even the technician's PPE, you can plan maintenance tasks down to the smallest detail.
This detailed planning reduces errors, minimizes downtime, and ensures technicians have the necessary tools and parts when needed.
Data isn’t just useful for scheduling maintenance, though. It is also important for managing costs.
For instance, if you track labor and parts expenses over time through reports like the one below, you can clearly understand your maintenance costs and make better budgeting decisions.
Source: WorkTrek
If a particular asset demands frequent repairs and incurs high labor and spare parts costs, you can present this data to management to justify replacing it.
Moreover, knowing the expenses associated with planned and unplanned downtime allows you to learn which assets need attention first.
However, managing all this asset data seems challenging for many companies.
Many maintenance teams need help with data accuracy, analysis time, and knowing what actions to take based on the information they have.
A recent study by Augury confirms this, revealing that 39% of organizations cite data accuracy as a major obstacle, and 36% say the time it takes to analyze data is a barrier.
Illustration: WorkTrek / Data: Augury
If you struggle with the same, adopting specialized software is best.
But—more on that later.
Conduct Root Cause Analysis (RCA)
You have probably heard of the famous root cause analysis (RCA), but do your teams regularly conduct it?
They certainly should as this is another best practice for efficient asset maintenance.
Rather than addressing symptoms, RCA uncovers root causes, enabling long-term solutions and preventing recurring failures.
RCA's ultimate goal is to move from reactive to proactive maintenance, reducing downtime and improving asset reliability along the way.
RCA has a few steps you need to follow, and here they are briefly explained:
Identify the issueRecognize and document recurring problems or asset failuresCollect dataGather all relevant asset data (maintenance logs, sensor readings, performance history)Analyze the dataIdentify patterns that reveal the root cause (you can use 5 Whys, Pareto charts, fishbone diagrams, and other tools and methods)Develop solutionsBased on the root cause, develop and implement corrective actions (e.g., part replacement) or preventive measures (better maintenance scheduling)MonitorTrack the asset to ensure the issue is resolved and to prevent future issues
For example, if a motor repeatedly fails after a specific period of operation, analyzing maintenance records and performance data could reveal that overheating is a recurring issue due to poor ventilation.
By addressing this root cause, you can significantly reduce future failures.
While RCA sounds excellent in theory, many maintenance teams struggle to apply it in practice.They are often so focused on immediate fixes that they rarely have time to investigate root causes.
According to the same study by Augury, 74% of companies claim to use preventive maintenance (PM), but much of it is still reactive and manual.Moreover, 37% of respondents wait for machines to break.
Illustration: WorkTrek / Data: Augury
Data collection is another reason why companies struggle with this.
Naturally, successful RCA requires accurate, up-to-date data, as Tim Davison, Asset CARE Planner at Molson Coors (formerly MillerCoors), explains:
Illustration: WorkTrek / Quote: Reliable Plant
He continues that maintenance planners need data to prepare better maintenance plans.
Overall, if the necessary data isn’t readily available, it’s difficult to conduct any analysis, let alone the RCA.
Luckily, a smart way to get the data you need is by automating asset maintenance with a CMMS.
Automate Your Asset Maintenance
Automating asset maintenance with a software solution like CMMS can improve your maintenance processes and overall asset management.
CMMS automates workflows, and triggers maintenance tasks, preventive maintenance schedules, and approval processes.
Instead of relying on manual tasks that cause delays or missed maintenance windows, the system sends automatic alerts when inspecting or servicing a machine.
Take WorkTrek as an example.
This solution transforms your workflows from manual, time-consuming processes to a faster, more efficient system, and customers recognize this:
Illustration: WorkTrek / Quote: Software Suggests
Our user also mentions that the system’s design is intuitive, allowing them to create and assign work orders with little effort quickly.
Let’s see how WorkTrek achieves this.
For starters, all your asset data is stored in one place. You can access historical data, maintenance logs, and spare parts lists.
Source: WorkTrek
Next, when it comes to maintenance scheduling, WorkTrek allows you to view the schedule in a calendar format, which makes everything more organized.
Source: WorkTrek
Additionally, the system helps you track asset locations and usage.
With a map-based interface, you can visualize where assets are, who uses them, and what condition they’re in.
Source: WorkTrek
Meter readings can even track asset performance over time, allowing you to schedule maintenance based on real usage data.
And for assets that need simple weekly or monthly checks, you can schedule that easily, too.
Source: WorkTrek
Technicians also benefit from this automation.
While on-site, they can scan asset barcodes or QR codes with their smartphones to access information such as repair history or instructions.
Source: WorkTrek
All these automated features save significant time and money.
Office staff can avoid manual scheduling, and technicians can complete tasks more efficiently.
These time savings translate directly into cost savings.
Standardize Maintenance Processes
Standardizing your maintenance processes is just as crucial as automating them, and a CMMS is the perfect tool to help you achieve both.
Creating standard operating procedures (SOPs) for frequent, high-risk, or complex tasks ensures that every maintenance activity is performed consistently.
One of the best ways to standardize maintenance is by using checklists.
With CMMS like WorkTrek, you can create digital checklists for every work order, outlining the necessary steps, schedules, and responsibilities for each task.
Source: WorkTrek
This standardizes the maintenance process and ensures that all work is done consistently, no matter who performs the task.
We don’t need to overemphasize how much time this saves.
Siu Loon Khuu from the Swiss railway company BLS explains it well by describing how digital checklists increased the efficiency of their asset maintenance:
Illustration: WorkTrek / Quote: SAP on YouTube
Preparing inspections took one day, and transferring the results in Excel manually took another.
Apart from saving all this time, he explained that such digital checklists simplify the technicians' work and provide compliance documentation which is so important in the railway industry.
Another big plus is that digital checklists, like those from WorkTrek, automatically generate follow-up work orders for failed inspections or flagged issues.
Source: WorkTrek
This is where standardization and automation work in tandem.
But the benefits don’t stop at saving time.
Standardizing maintenance processes can also significantly impact the technicians’ safety.
The right CMMS will allow you to predefine hazards and risks for every asset, set requirements for necessary personal protective equipment (PPE), and establish lockout/tagout procedures for each piece.
Source: WorkTrek
When this information is in your CMMS, technicians can access it anytime and follow the correct safety procedures.
That’s a big plus since you can rest assured that you did everything possible to keep your team safe.
Lastly, standardized procedures make training, evaluating, and certifying your maintenance team much easier.
When everyone follows the same processes, you can provide clear training materials, ensure all your technicians are updated with the required standards, and assess performance more effectively.
Track Asset Maintenance KPIs
How will you know if all these best practices are yielding results in your maintenance strategy?
By tracking asset maintenance KPIs.
After all, you can only improve what you measure.
To ensure you're getting the most out of your maintenance, you should track the following KPIs:
Work order resolution time to track how long it takes to complete work orders.
Maintenance backlog to measure the number of unresolved maintenance tasks.
Overtime, indicating whether the maintenance team is overburdened.
Percentage of planned maintenance (PMP) to track how much of your maintenance work is planned rather than reactive.
Monitoring these KPIs helps identify bottlenecks, inefficiencies, and opportunities for improvement.
These lead metrics translate into lag (asset) metrics, which you can also track.
KPIWhat it tracksWhat it meansMean time between failures (MTBF)the average time between asset failuresa higher MTBF means your assets are more reliableMean time to repair (MTTR)the average time it takes to repair a failed assetthe lower the MTTR, the quicker you can get back to productionOverall equipment effectiveness (OEE)combines availability, performance, and quality to measure the effectiveness of your assetsa higher OEE means better asset use and fewer issuesEquipment downtimehow much time an asset is down due to failures or maintenancehigh downtime means frequent breakdowns or inefficient maintenance practices
The key is doing it regularly.
Only by consistently tracking these KPIs can you ensure that you're always improving your processes and making the best use of your resources.
They did that at Molson Coors (formerly MillerCoors) in the early 2000s.
Bobby McCall, the maintenance manager for packaging operations, explained at the time how tracking and adjusting the preventive maintenance frequencies helped them improve.
Illustration: WorkTrek / Quote: Reliable Plant
Their goal was to focus on the work that needed to be done and to optimize time and resources.
Of course, by reviewing maintenance regularly, Molson Coors achieved significant improvements.
For example, planned and scheduled maintenance now makes up over 60% of their maintenance workload, compared to less than 30% in the past.
Illustration: WorkTrek / Data: Reliable Plant
They also increased their preventive maintenance completion rates, with forklift maintenance rising from 31% to 82% in under 18 months.
All in all, these changes led to cost savings, improved reliability, better decision-making, and greater operational stability.
This proves that tracking the right KPIs can make all the difference in achieving more efficient asset maintenance.
Conclusion
Adopting these five best practices for asset maintenance will undoubtedly transform your operations, drive efficiency, reduce costs, and improve asset reliability.
The benefits are clear: extended asset lifespans, reduced breakdowns, and lower operational costs.
To replicate this success, ensure your team adopts these best practices and begins implementing them today.
Operations & Maintenance
Benefits of Maintaining Your Machine Regularly
Equipment that you depend on for your business needs regular maintenance to thrive. By maintaining machines regularly, companies can reduce unexpected breakdowns, ensure smooth operations, and minimize downtime. Understanding the benefits of machine maintenance is important. This article will answer the following questions: Why is it important to maintain your machines and equipment regularly?
This proactive approach not only safeguards investments but also enhances the performance and efficiency of equipment.
Illustration: WorkTrek / Data: CleanLink
Keeping machines in top condition helps extend their lifespan, providing better returns on investment.
Regular checks and servicing can also maximize product quality by preventing issues that may lead to defects or inconsistencies in production.
Ignoring regular maintenance work can lead to higher repair costs and significant downtime, impacting profitability.
Moreover, adhering to safety standards becomes easier when machines are well-maintained, thus reducing risks in the workplace.
Consistent maintenance ultimately supports a more sustainable and efficient operation.
Key Takeaways
Regular maintenance reduces breakdowns and downtime.
Proper upkeep extends machine lifespan and boosts quality.
Maintenance ensures safety and cuts long-term costs.
The Fundamentals of Machine Maintenance
Machine maintenance ensures equipment functions efficiently. It involves different activities designed to keep machines in top condition.
Routine Inspections: Regular checks can catch small issues before they become big problems. Inspections look at wear and tear, oil levels, and mechanical performance.
Cleaning and Lubricating: Machines should be cleaned and lubricated to reduce friction. This prevents damage and keeps them running smoothly.
Parts Replacement: Old or worn-out parts must be replaced to avoid unexpected breakdowns. It's important to use quality parts to maintain performance.
Proactive vs. Reactive Maintenance: Proactive maintenance plans in advance to prevent potential issues, while reactive maintenance deals with problems after they occur. Proactive methods, such as preventive maintenance, help avoid costly downtime and reduce emergency repairs.
Illustration: WorkTrek / Data: ServiceChannel
Schedule and Frequency: Maintenance should be scheduled based on how often machines are used. A time-based approach ensures regular check-ups.
Common Tools: Use the right tools, from wrenches to CMMS software like WorkTrek for precise maintenance tasks.
This fundamental approach to machine maintenance helps increase lifespan, boost efficiency, and reduce the risk of unexpected failures. Regular attention to these fundamentals ensures machinery remains reliable and productive.
Extending Machine Lifespan
Regular maintenance is key to extending machinery's lifespan. Focusing on preventing wear and tear and being consistent with regular inspection and lubrication can significantly improve machines' durability and functionality.
Preventing Wear and Tear
Machines in constant use are prone to wear and tear, which can lead to breakdowns.
By investing time in daily checks, operators can spot issues before they escalate. Steps like tightening loose parts or replacing worn components early can help maintain the machine's health.
Illustration: WorkTrek / Data: Fenner Dunlop
Keeping machines clean is also crucial. Dust and debris can cause significant harm over time. Ensuring a clean environment can prevent damage and maintain efficiency. Regular cleaning schedules make a big difference in machine performance.
Operators should also follow operating guidelines. Overloading a machine or misusing it can shorten its lifespan. Training sessions to ensure operators understand the correct use of equipment are highly beneficial.
Regular Inspection and Lubrication
Inspections help identify minor issues before they become costly problems. It's important to check for unusual noises, vibrations, or leaks during inspections.
A detailed inspection log can help track the machine's condition over time.
Illustration: WorkTrek / Data: CBM Connect
Lubrication reduces friction between moving parts, essential in preventing unnecessary wear. It is vital to use the right lubricant for each specific component.
Each machine part might need a different oil or grease, and using the wrong kind can cause damage. Use the manufacturer's recommendation and only use high-quality lubricants.
Maintenance technicians should schedule regular lubrication sessions to ensure effective operation. It is advisable to follow the manufacturer's guidelines for lubrication intervals.
A property lubricated machine will last longer and reduce energy usage, saving you money.
Enhancing Performance and Efficiency
Machines need regular maintenance to perform at their best. It focuses on precise calibration and alignment while optimizing operational parameters to boost efficiency.
Calibration and Alignment
Calibration ensures that machines operate with the highest accuracy possible. It involves adjusting machinery to meet specified standards defined by the manufacturers.
Regular calibration can prevent errors leading to product defects, thus saving time and costs.
For example, a well-calibrated machine minimizes deviations, ensuring precise measurements and outputs.
Illustration: WorkTrek / Data: API
Alignment, however, ensures all parts of the machine are correctly positioned. Similar to when your car is out of alignment, misalignment can cause vibrations and excessive wear. This can reduce the machine’s lifespan.
Properly calibrated and aligned machines are less likely to break down, ensuring continuous productivity.
Optimizing Operation Parameters
Optimizing operation parameters is fine-tuning the machine's settings to match its tasks. This includes adjusting speed, temperature, and pressure for optimal performance.
By doing so, machines can operate more efficiently, using energy wisely and minimizing waste.
Data analysis can help identify ideal operating conditions. When machines are set up with precision, they produce higher-quality outputs with less material loss.
Operators play a key role in observing and adjusting these parameters.
Consistently reviewing and optimizing can significantly improve machine efficiency and reduce maintenance costs.
Keeping a close eye on these settings is essential for achieving peak performance and reducing machine downtime.
Ensuring Safety Standards
Safety is another important reason to maintain your machinery regularly.
It helps in pinpointing potential hazards before they become major issues and ensures compliance with safety regulations, thus maintaining a safe work environment.
Identifying Potential Hazards
Routine inspections and maintenance help in spotting potential dangers early on. This includes checking for worn-out parts, loose connections, and other issues that could lead to malfunction.
By addressing these problems promptly, the risk of accidents can be minimized.
Using maintenance checklists can be effective in identifying hazards.
Source: WorkTrek
These maintenance checklists should cover all critical components of the equipment's life, ensuring nothing is overlooked.
Make safety training part of your regular training regiment for maintenance personnel.
Compliance with Safety Regulations
Adhering to safety regulations is essential for any organization operating machinery.
Regulations like those from the Occupational Safety and Health Administration (OSHA) set the standards for workplace safety.
Source: WorkTrek
Regular maintenance helps comply with these standards.
Don't forget to be diligent about record keeping. It serves as proof of compliance and can be helpful during safety audits.
If you are still keeping manual paper records, consider WorkTrek CMMS, which can help you digitize and automate your records.
Companies protect their employees and avoid potential legal issues and fines by ensuring that equipment meets all regulatory requirements.
Reducing Costs and Downtime
Regular machine maintenance can significantly decrease repair expenses and reduce downtime. Businesses can improve efficiency and save money by minimizing repair costs, scheduling maintenance properly, and selecting the right maintenance strategy.
Minimizing Repair Expenses
Businesses should focus on proactive maintenance strategies to minimize repair expenses. Regular inspections help identify potential issues before they escalate into costly repairs, and addressing problems early on can reduce unexpected breakdowns.
Training staff to handle basic equipment checks can also lower costs. Skilled employees can perform routine tasks and identify problems without needing external technicians. Implementing a computerized maintenance management system (CMMS) keeps track of past maintenance activities and predicts future needs, ensuring that machines are serviced promptly.
Source: WorkTrek
Investing in high-quality spare parts is another way to reduce expenses. Maintaining an organized inventory ensures that necessary parts are available when needed, preventing delays that might otherwise lead to increased costs. Keeping spare parts on hand helps maintain consistent production efficiency and minimizes costly downtimes.
Planning Maintenance Schedules
Properly planning maintenance schedules can reduce downtime. Scheduling maintenance during off-peak hours ensures minimal disruption to operations.
Source: WorkTrek
By aligning maintenance activities with production schedules, businesses can avoid unnecessary interruptions.
Predictive maintenance techniques allow businesses to forecast when equipment might need attention. This technique uses data analysis to predict potential failures, allowing for timely interventions.
Tracking metrics like the mean time between failures (MTBF) provides insight into machine reliability and helps plan maintenance accordingly.
Establishing clear maintenance procedures and documenting them guarantees consistency and adherence to schedules. Regularly reviewing and updating these plans helps adapt to any changes in operations or equipment needs, ensuring continued efficiency and minimized downtime.
Maximizing Product Quality
Proper machine maintenance can create high product quality. Consistent routines help achieve stable production rates and lower defect rates, which are crucial for maintaining a reliable output.
This helps businesses meet customer expectations and regulatory standards.
Consistency in Production
Regularly serviced machines maintain a steady performance, directly impacting production consistency.
Well-maintained equipment operates smoothly, reducing unexpected breakdowns. This minimizes downtime and keeps the production line running efficiently.
For example, ensuring machinery like mixers and pasteurizers are in top condition in the dairy industry can prevent texture or taste variations.
This consistency is vital for maintaining brand trust and customer satisfaction. Regular checks and timely repairs help achieve this.
Furthermore, maintaining a stable production environment helps prevent product size or weight variability. Consistent calibration and cleaning procedures ensure each product meets the set standards without deviation.
Reduction of Defect Rates
Regular maintenance significantly reduces defect rates by identifying issues before they lead to failures.
When components such as filters, belts, and seals are checked routinely, they are less likely to cause product defects due to wear and tear.
Defects can lead to serious compliance issues in sectors like pharmaceuticals. Ensuring machines like tablet presses and coating machines are in excellent condition minimizes the risk of faulty products reaching the market.
Routine maintenance helps spot problems, reducing waste from defective batches.
Investing in preventative measures reduces the need for costly recalls or batch rejections. This proactive approach to maintenance ensures high-quality standards are consistently met, benefiting both production processes and end-users.
Environmental Considerations
Regular maintenance of machinery plays can minimize environmental impact. It enhances energy efficiency and reduces waste, both of which are significant contributors to a more sustainable operation.
Energy Efficiency
Proper maintenance ensures that machinery runs at optimal efficiency, reducing the amount of energy consumed during operation.
For instance, well-maintained industrial gearboxes can significantly decrease their environmental impact using less energy.
When machines are energy efficient, less fuel or electricity is required, reducing emissions and a smaller carbon footprint.
Illustration: WorkTrek / Data: Rockwell Automation
A neglected machine often works harder to perform the same tasks, consuming more energy. This increased energy use raises operating costs and increases greenhouse gas emissions.
By routinely checking and servicing machines, companies can identify and correct inefficiencies. This leads to smoother operations and enhances the lifespan of the equipment.
Waste Reduction
Maintenance also plays a key role in waste reduction. Regular inspections and adjustments can prevent part breakdowns and reduce the need for unnecessary replacements.
Fewer parts end up as waste, which, in turn, decreases the demand for raw materials.
Moreover, failing to maintain equipment can result in complete shutdowns or malfunctions, causing spoilage and increased waste production.
Companies can ensure continuous operation by keeping machines in good condition, minimizing production halts and material wastage.
Preventive maintenance strategies focus on repairing and adjusting components before they fail. This approach conserves resources and supports a more environmentally friendly operation.
Leveraging Technological Advancements
Modern technology offers a wealth of solutions for maintaining machinery more efficiently. Smart monitoring systems and predictive maintenance tools reduce downtime and improve performance.
Adoption of Smart Monitoring Systems
Smart monitoring systems provide real-time data about equipment conditions. These systems use sensors to track temperature, vibration, and other vital indicators.
Source: WorkTrek
When anomalies are detected, alerts can be sent immediately, allowing for quick action to prevent potential issues.
Implementing smart systems helps maintain consistent operation and extends the machinery's lifespan.
Data collected over time can help identify patterns of wear and tear. This insight enables more informed decisions about equipment use and maintenance scheduling, ultimately enhancing overall efficiency and safety.
Integration with Predictive Maintenance
Predictive maintenance uses data analytics and machine learning to foresee when a machine might fail.
By analyzing historical and real-time data, predictive tools calculate the optimal time for maintenance before a breakdown occurs.
Integrating these technologies into maintenance schedules can result in significant cost savings. Addressing issues before they escalate reduces unexpected downtime and minimizes repair costs.
This approach also allows businesses to schedule maintenance during non-peak times, ensuring production remains uninterrupted and efficient.
These technological advancements enable a more proactive approach, reducing the stress and costs of unexpected machinery failures.
Workforce Skill Development
Focusing on training and fostering proactive habits enables efficient upkeep and minimizes downtime.
Training for Maintenance Procedures
Training empowers maintenance workers with the skills needed for tasks.
Programs that include classroom instruction and hands-on practice help workers understand various maintenance techniques.
For example, operator maintenance skills development often emphasizes learning through doing, which can help employees quickly identify and fix equipment issues.
Offering certifications and regular workshops ensures the team stays updated on the latest technology and practices.
Cross-training employees also provides backup for critical roles. By investing in comprehensive training, organizations can maintain high standards of equipment reliability and ensure safety.
Fostering a Culture of Proactivity
Creating a proactive workforce culture encourages employees to address issues before they escalate.
Encouraging regular maintenance checks and open communication helps identify potential problems early.
Employees should feel empowered to report irregularities, knowing their input contributes to overall efficiency.
Rewarding proactive behavior reinforces the importance of this approach. Teams that regularly perform preventative maintenance, such as routine equipment checks, help reduce unexpected breakdowns.
Adopting a culture where proactive measures are valued leads to a more reliable and efficient operation, benefiting the entire organization.
Concluding Thoughts on Regular Maintenance
As this article outlines, regular maintenance is vital for keeping machinery in top condition. By servicing machines frequently, businesses can avoid unexpected breakdowns, reduce repair costs, and minimize downtime.
A well-maintained machine has a longer lifespan. It operates more efficiently, leading to better productivity and reduced wastage. Regular checks include inspections, testing, and adjustments.
These steps ensure that any small issues are dealt with before they become major problems.
Benefits of Regular Maintenance:
Extended lifespan
Increased efficiency
Reduced repair costs
Minimized safety risks
It's important to schedule these maintenance routines and stick to the schedule. Consistency is key in preventing significant problems.
When conducted properly, maintenance helps machines run at optimal levels, leading to savings in both time and resources.
Operations & Maintenance
10 Proven Ways to Improve Machine Maintenance
Let's face it—keeping machines running smoothly is like trying to juggle while riding a unicycle. As maintenance managers, we constantly balance preventive care, emergency fixes, budget constraints, and the ever-present pressure to keep production flowing.
But here's the good news: you can master this juggling act with the right approach. This article covers 10 proven ways to improve machine maintenance.
Picture this: It's 3 AM, and your phone rings with that dreaded emergency call. Another critical machine is down, production has ground to a halt, and the pressure is mounting by the minute. As maintenance managers, we've all been there.
The stress of running complex equipment smoothly while juggling limited resources, tight budgets, and ever-increasing production demands can feel overwhelming.
But many of us don't realize that maintenance excellence isn't just about fixing things faster or having the latest predictive tools.
It's about building a comprehensive system that prevents those 3 AM calls from happening in the first place. Think of it like maintaining your health: You could wait until you're sick to see a doctor or exercise regularly, eat well, and get regular check-ups.
These tips can help businesses of all sizes keep their equipment running smoothly and avoid costly surprises.
Key Takeaways
Regular maintenance checks and repairs boost machine efficiency and safety
Preventive and predictive techniques help avoid costly breakdowns
Staff training and standardized procedures improve overall maintenance quality
Listen to this Article
Understanding Machine Maintenance Fundamentals
Machine maintenance is the practice of keeping equipment in good working order. It involves regular checks, repairs, and part replacements. Good machine maintenance can save money and time.
There are several types of maintenance:
Preventive maintenance is done on a schedule to prevent breakdowns
Corrective maintenance fixes issues after they occur
Predictive maintenance uses data to forecast when repairs are needed
Condition-based maintenance monitors equipment in real-time
Illustration: WorkTrek / Data: Reliable Plant
Regular inspections are key to effective maintenance. They help spot problems early, and consistent inspections are your eyes on your machinery's health.
Like your car's engine, proper lubrication is crucial for machine longevity.
It reduces friction and wear on moving parts. Each machine has specific lubrication needs.
Keeping accurate maintenance records is important. These records help track repair history and plan future maintenance.
Training staff in proper machine operation and maintenance is essential. Well-trained operators can spot issues early and prevent damage.
By understanding these fundamentals, companies can keep their equipment running efficiently. This leads to increased productivity and reduced downtime.
Implementing a Preventive Maintenance Program
A successful preventive maintenance program requires careful planning and execution. Two key elements are developing a schedule and training personnel.
Developing a Maintenance Schedule
Creating an effective maintenance schedule is crucial for preventing equipment breakdowns.
Start by listing all machines and assets that need regular maintenance. Assign priority levels based on how critical each asset is to operations.
Next, determine the ideal maintenance frequency for each item. This may be based on manufacturer recommendations or historical data.
Always follow the manufacturer's recommendations until you have enough data and experience to use historical data for maintenance decisions. This approach will extend equipment life.
Source: WorkTrek
Build a calendar that spreads out maintenance tasks to avoid overloading the team and manage maintenance costs.
Use a computerized maintenance management system (CMMS) like WorkTrek to track schedules and send automatic reminders. This helps ensure no tasks slip through the cracks. The system should be flexible enough to adjust for unexpected issues or changes in production schedules.
Training Maintenance Personnel
The right maintenance strategy always starts with properly trained staff. A trained staff can effectively implement preventive maintenance plans and optimize machine maintenance.
This can improve equipment reliability, improve maintenance practices, and save on costs.
Develop a formal training program that covers maintenance procedures, safety protocols, and the use of tools and equipment.
Illustration: WorkTrek / Data: SC training
Training should include both classroom learning and hands-on practice. Cover topics like:
Reading technical manuals and schematics
Proper use of diagnostic tools
Safe work practices
Documenting maintenance history and activities
Regular refresher courses help keep skills sharp. Consider implementing a mentoring system where experienced technicians guide newer staff members.
Invest in ongoing education to keep the team updated on new technologies and best practices in machine maintenance. This continuous learning approach helps improve overall program effectiveness.
Adopting Predictive Maintenance Techniques
Predictive maintenance uses data and analytics to spot equipment issues before they cause breakdowns. This approach helps companies save money and avoid unplanned downtime.
Utilizing IoT for Predictive Analytics
The Internet of Things (IoT) is key in predictive maintenance.
Machine sensors collect temperature, vibration, and performance data, which is sent to a central system for analysis.
A proper maintenance approach should include IoT devices that can track machine health 24/7.
They pick up on small changes that humans might miss. For example, a slight increase in motor temperature could signal a coming failure.
Illustration: WorkTrek / Quote: SC training
Companies use IoT data to create maintenance schedules based on actual machine conditions. This is better than fixing things on a set schedule or waiting for breakdowns.
AI-driven anomaly detection through IoT can boost machine runtime by 10-20% and cut maintenance costs by up to 10%.
Leveraging AI & Machine Learning for Prediction Accuracy
Machine learning takes predictive maintenance to the next level. It spots patterns in data that show when a machine might fail.
ML models improve over time as they learn from more data. They can predict issues weeks or months in advance, giving crews time to plan repairs during slow periods.
Some benefits of ML in maintenance include:
Fewer surprise breakdowns
Longer machine life
Lower repair costs
Less wasted inventory
Machine learning in predictive maintenance helps with tasks like safety checks, warranty claims, and plant monitoring. It's becoming standard in manufacturing and transportation.
Ensuring Regular Cleaning and Lubrication
Clean and well-lubricated machines work better, last longer, and perform optimally. These practices reduce wear and tear, keeping equipment running smoothly.
Selecting the Right Cleaning Agents
The right cleaning agents are key for effective machine maintenance and your maintenance operation.
Choose cleaners that match your machine's materials and dirt types. For metal parts, use degreasers or solvents. Plastic components need milder cleaners to avoid damage.
Always check the manufacturer's guidelines before using any cleaner. Some machines need special products to protect sensitive parts.
Create a cleaning plan for each machine. Set up a schedule based on use and environment. High-traffic areas may need daily cleaning, while others can go longer between cleanings.
Remember to wear protective gear when handling cleaning agents, such as gloves, goggles, and masks. Proper safety measures protect both workers and machines.
Choosing Appropriate Lubricants
Picking the right lubricant is crucial for machine health. Different parts often need different types of lubricants. When selecting, consider factors like temperature, speed, and load.
Use lightweight oils for high-speed parts. Heavy-duty gears need thicker greases.
Always match the lubricant to the specific machine part.
Illustration: WorkTrek / Quote: CBM Connect
Check the manufacturer's recommendations for lubricant types and amounts. Using too much can be as harmful as using too little.
Set up a lubrication schedule based on machine use. Some parts need daily oiling, while others can go weeks or months. Keep detailed records of when each part was last lubricated.
Store lubricants properly to prevent contamination. Use clean tools for application to avoid introducing dirt into the machine.
Performing Regular Machine Inspections
Regular machine inspections are key to keeping equipment in top shape. They help catch issues early and prevent costly breakdowns. Proper training and detailed checklists are vital for effective inspections.
Creating Inspection Checklists
A good inspection checklist covers all the important parts of a machine. It should list specific items to check, like fluid levels, wear points, and safety features. Checklists need to be clear and easy to follow.
Key elements of an effective checklist:
Machine-specific items
Safety checks
Fluid level checks
Visual inspections for wear or damage
Functional tests
Source: WorkTrek
Update checklists regularly based on machine history and manufacturer recommendations. This keeps them relevant and useful.
Digital checklists on tablets or smartphones can make the process faster and more accurate and improve machinery maintenance.
Training for Defect Identification
Proper training helps inspectors spot problems quickly and optimize maintenance. They need to know what normal looks like to catch abnormal conditions, and hands-on practice with real equipment is crucial.
Training should cover:
Common defects for each type of machine
How to use inspection tools correctly
Safety procedures during inspections
Proper documentation of findings
Use photos and videos to show examples of defects. This helps inspectors recognize issues in the field. Regular refresher courses keep skills sharp and introduce new inspection techniques.
Encourage inspectors to ask questions and share their experiences. This builds a culture of continuous learning and improvement in the maintenance team.
Optimizing Spare Parts Inventory Management
Keeping the right amount of spare parts is key to smooth machine maintenance. Too few parts can lead to long downtimes, and too many can waste money and space.
A good system tracks the often-used parts and knows when to order more.
Computerized maintenance management systems (CMMS) like WorkTrek can help with this task.
Source: WorkTrek
Regular inventory checks are important. This helps catch errors and adjust stock levels.
It's also smart to group similar parts for easy finding.
Some tips for better spare parts management:
Label parts clearly
Use barcodes for quick scanning
Keep a clean, organized storage area
Train staff on proper handling
Working with suppliers can also improve inventory. They might offer deals on bulk orders or faster shipping for urgent needs.
It's helpful to set reorder points for each part. When stock drops to this level, it's time to buy more, preventing the runout of critical items.
Tracking part life cycles is also useful.
As machines are upgraded, some parts may become obsolete. Phasing out old parts can free up space and cut costs.
By fine-tuning spare parts management, companies can save money and reduce machine downtime, leading to more efficient operations.
Standardizing Maintenance Procedures
Standardizing maintenance procedures boosts efficiency and consistency in machine upkeep. It creates clear guidelines for all maintenance tasks and helps prevent errors.
Documentation of Maintenance Workflows
Creating standard operating procedures (SOPs) is key to documenting maintenance workflows. These SOPs should cover all routine tasks and significant repairs.
Key elements of effective SOPs include:
• Step-by-step instructions
• Safety precautions
• Required tools and parts
• Estimated completion times
Illustration: WorkTrek / Data: Guidde's
SOPs ensure all technicians follow the same process, reducing mistakes and improving quality. They also make training new staff easier and faster.
Continuously update your SOPs. As equipment or processes change, the documentation must reflect these updates to stay relevant and useful.
Utilization of Maintenance Management Systems
Maintenance management systems help organize and track all maintenance activities. These digital tools streamline work orders, asset tracking, and inventory management.
Benefits of using maintenance management systems:
• Real-time equipment status updates
• Automated scheduling of preventive maintenance
• Easy access to repair histories
• Improved data analysis for decision-making
Source: WorkTrek
These systems allow teams to spot patterns and improve procedures over time. They also help prioritize tasks and allocate resources more effectively.
Integration with other business systems can further enhance efficiency. This connection allows for better planning and budgeting across departments.
Emphasizing Quality Control in Machine Repair
Quality control plays a key role in effective machine repair. It ensures repairs meet high standards and machines operate reliably after maintenance.
Sourcing High-Quality Repair Materials
Using top-notch repair materials is crucial for machine longevity. Quality control in maintenance starts with selecting the right parts and components, which might not always be the cheapest.
Choose materials from trusted suppliers with proven track records. Look for parts that meet or exceed original equipment specifications. This helps maintain machine performance and safety standards.
Source: WorkTrek
Keep an up-to-date inventory of everyday repair items.
This prevents rushed purchases of subpar materials during emergencies. Regular audits of repair stock can identify any counterfeit or defective parts before use.
Train staff to spot signs of low-quality materials, such as unusual wear patterns, incorrect dimensions, or off-color components.
Reject any suspicious items immediately.
Adhering to Manufacturers' Repair Guidelines
Following manufacturer guidelines is essential for proper repairs. These instructions are based on extensive testing and design knowledge.
Create a library of repair manuals for all machines. Keep these easily accessible to technicians. Update the library regularly as manufacturers release new information.
Train repair staff on correct procedures for each machine type. This includes proper tool usage, torque specifications, and safety precautions. Regular refresher courses help maintain high repair standards.
Use checklists based on manufacturer guidelines for each repair job. This ensures that no critical steps are missed. Document and justify any deviations from standard procedures.
Implement a review process for completed repairs. This helps catch any mistakes before machines return to service.
Upgrading to Energy-Efficient Machines
Upgrading to energy-efficient machines is a smart way to improve maintenance and cut costs. New equipment often uses less power while working better.
To start, assess which machines use too much energy. Look for old or worn-out equipment that might be wasting power.
Modern machines are built to save energy. They can do the same job with less electricity. This means lower bills and less strain on the power grid.
Some benefits of upgrading include:
Lower energy costs
Better performance
Less downtime
Fewer repairs
When choosing new machines, look for energy ratings. Pick ones with high-efficiency scores. These may cost more upfront but save money over time.
Upgrading equipment can lead to big drops in energy use. It might take longer to pay off than other changes, but the savings add up.
Don't forget about smaller parts. Swapping old parts for more efficient ones can help, too. This can be a good step if you can't replace whole machines.
Track how much energy you save after upgrades. This will help you demonstrate the value of the changes and plan future improvements.
Investing in Maintenance Training and Skill Development
Training and skill development are key to improving machine maintenance. These efforts boost worker competence and enhance equipment uptime.
Offering Certification Programs
Maintenance certification programs provide workers with specialized knowledge and skills. They cover topics such as preventive maintenance, troubleshooting, and safety protocols.
Certifications increase worker confidence and expertise. They also help companies meet industry standards and regulations.
Many organizations partner with technical schools or equipment manufacturers to offer certifications. This ensures workers learn up-to-date techniques on relevant equipment.
Certified technicians often command higher salaries. This incentivizes workers to pursue additional training and stay current in their field.
Incorporating On-the-Job Training Modules
On-the-job training allows maintenance workers to learn in real-world settings. This hands-on approach reinforces classroom learning and builds practical skills.
Illustration: WorkTrek / Quote: Continu
Companies can create structured training modules for different maintenance tasks. These might include equipment-specific procedures or general best practices.
Experienced technicians often serve as mentors in on-the-job training programs. They guide newer workers through complex tasks and share valuable insights.
Regular practice sessions help workers stay sharp on infrequently used skills. This preparedness is crucial for handling unexpected breakdowns efficiently.
Establishing Performance Monitoring and KPIs
Setting up a system to track machine performance is key for better maintenance. This means choosing the right metrics to measure.
Maintenance KPIs help keep costs low and avoid unplanned downtime. They give insights into how well the equipment is running.
Some important KPIs to track include:
• Mean Time Between Failures (MTBF)
• Overall Equipment Effectiveness (OEE)
• Maintenance Backlog
• Planned Maintenance Percentage (PMP)
Source: WorkTrek
MTBF measures how long machines run between breakdowns. A higher MTBF means better reliability.
OEE looks at availability, performance, and quality. It gives a full picture of equipment health.
Tracking maintenance backlog shows if work is piling up. A growing backlog may mean more resources are needed.
The planned maintenance percentage tracks how much work is scheduled vs. reactive. A higher percentage often means fewer emergency repairs.
The software makes tracking these metrics easier. Computerized Maintenance Management Systems (CMMS) can collect and analyze data automatically.
Regular review of KPIs helps spot trends. This allows teams to make smart choices about maintenance strategies.
Setting targets for each KPI gives clear goals to work towards. These targets should be realistic but push for improvement.
Summary
Adopting an extensive preventive maintenance program that incorporates condition-based and predictive maintenance approaches, good record-keeping for all maintenance tasks, and educating machine operators in fundamental maintenance procedures maximizes machine maintenance efficiency.
Investing in advanced CMMS software, opting for premium components, and emphasizing safety during all maintenance operations can boost equipment dependability while prolonging its operational life span and curbing overall upkeep costs.
By embracing these strategies within your company’s routine system checks, you will elevate your approach to asset maintenance.
Enterprise Asset Management
The Ultimate Guide to Asset Maintenance
Keeping assets in good mechanical health is critical for the smooth operation of any facility, in any industry.
By investing in regular inspections, cleaning, and servicing of your assets, you can avoid unexpected breakdowns that lead to downtime and delays, ultimately harming your bottom line.
Yet, many facilities either fail to recognize the importance of proper maintenance or want to improve their approach but don’t know where to start.
We’re here to help.
In this article, we’re going to explain what asset maintenance is, why it’s so important, and share some actionable tips to help you optimize your maintenance strategy.
Let’s get into it!
Asset Maintenance vs Asset Repair
Oftentimes, the terms maintenance” and repair” are used synonymously.
After all, maintenance is all about fixing assets, right?
Well, not exactly.
Asset maintenance is a proactive process to keep your assets in optimal condition and prevent unplanned downtime.
There are several maintenance strategies to choose from:
Source: WorkTrek
Maintenance activities typically include:
scheduled inspections to identify potential problems,
proactive measures such as cleaning, lubrication, calibration, and adjustments,
running diagnostics to ensure the proper functioning of assets,
replenishing consumables, and
conducting safety checks.
In other words, it’s all about avoiding the need for repairs.
Asset repair, on the other hand, is reactive work.
It refers to fixing assets that have already been damaged or experienced failure.
Asset repair entails:
identifying the cause of failure or malfunction,
replacing the damaged or failed components,
fixing faulty parts and
running diagnostics to confirm the repair was successful.
Asset maintenance is meant to prevent issues, while repair is about correcting them.
And facilities are slowly recognizing that an ounce of prevention is worth a pound of cure.
According to Augury’s 2024 Plant Services Report, proactive maintenance is becoming more widely adopted.
Illustration: WorkTrek / Data: Augury
Facilities increasingly notice the value of preventing issues before they arise, so they’re doubling down on maintenance.
But what benefits are they reaping from this effort, exactly?
Keep reading to find out.
Why Is Asset Maintenance Important
In 2023, ABL reported that 43.44% of facilities planned to increase their maintenance budgets.
This number proves that even if consistent asset maintenance requires an investment, it’s still more affordable than fixing a disaster after it has already struck.
But that’s not the only benefit of this proactive approach.
Proper maintenance extends the useful life of your assets, ensures safety at your facility, and makes your operations more efficient.
Let’s explore each of these benefits in more detail.
Prolonging Asset Life
The unfortunate truth about your assets is that no matter how hard you try, you can’t completely stop them from becoming old and outdated.
As technology advances, the old versions of your trusty equipment are bound to become obsolete, and the machines you’ve been using for years will eventually need to be replaced.
However, replacing them might not always be viable, explains Amfab Steel’s Equipment Tech Manager Jeremiah Dotson.
In such scenarios, prioritizing consistent and thorough asset maintenance becomes crucial to extending equipment lifespan.
Illustration: WorkTrek / Quote: MaintainX
But even if you can afford to replace aging assets, you should not neglect their maintenance.
In fact, you should do the opposite.
That is certainly the mindset of maintenance professionals surveyed for Limble’s State of Maintenance in Manufacturing and Facilities report.
While 69% stated they were planning to combat aging infrastructure by investing in new equipment, 72% favored proactive maintenance as their strategy.
Illustration: WorkTrek / Data: Limble
These maintenance professionals are determined to evolve their maintenance strategies and keep their assets operational for as long as possible.
Following in their footsteps can save you more than the money you would have otherwise spent on expensive new machinery.
It also prevents the costs that come with unplanned downtime as you achieve greater operational efficiency.
Improving Operational Efficiency
Good maintenance practices can make a huge difference to your day-to-day operations, in addition to prolonging your assets' useful life in the long term.
Namely, well-maintained assets perform at their peak, minimizing inefficiencies and ensuring smooth operations.
Sensemore, a company specializing in machinery performance and reliability optimization, agrees and advocates for predictive maintenance.
Illustration: WorkTrek / Quote: Operations Engineer
Let’s say you’re in charge of maintenance operations at a facility that heavily relies on a conveyor belt to move items down the production line.
If you don’t regularly inspect, clean, and lubricate this essential asset, it will wear out and ultimately break down.
This creates a domino effect: production slows, unfinished goods pile up, and workers are left unproductive as the entire production line is disrupted.
Conversely, with a good maintenance plan and schedule, you can be sure that any minor issues will be resolved before they escalate.
Planned shutdowns are a vital part of this.
Yet, the Augury report we mentioned earlier has uncovered that 3 in 10 plants never perform them.
Source: Augury
This presents a significant issue, increasing the likelihood of unexpected equipment failures that cascade into costly downtime and emergency repairs.
While planned shutdowns and maintenance may seem inconvenient in the short term, their benefits far outweigh the drawbacks.
Ensuring safety is one of those benefits.
Ensuring Safety at Your Facility
A solid maintenance strategy plays a huge role in keeping your personnel safe, as it helps identify potential hazards and ensures equipment works in line with regulations.
Given that workplace injuries are so common in industries like manufacturing, doing everything you can to prevent them is that much more important.
Just look at Eurostat's statistics on accidents at work within the EU in 2022.
Manufacturing takes a high third place, accounting for 15.2% of fatal and 18% of non-fatal workplace accidents.
Source: Eurostat
So, how do you ensure your facility doesn’t become part of these undesirable numbers?
Implementing a robust asset maintenance plan is vital, in addition to the obvious—training your personnel to operate equipment safely and identify potential dangers.
This involves making inspections, cleaning, and servicing the equipment at your facility according to a defined schedule a routine.
If you need more motivation, think about some well-known disasters in asset-intensive industries.
Poor maintenance or complete absence of it is what often causes such tragedies.
One such example is the 1988 Piper Alpha disaster, in which the oil platform exploded and collapsed, killing 167 people.
Source: The Guardian
It took more than 3 weeks to extinguish the horrific fire, and due to a lack of physical evidence, it was difficult to establish the cause of the incident.
However, subsequent investigation concluded that the initial leak was caused by simultaneous maintenance on a pump and a safety valve.
It also faulted the rig's operator, Occidental, for inadequate maintenance protocols and safety procedures, though no criminal charges were filed.
This tragedy teaches an important lesson:
Not only is it crucial to reduce the risk of workplace accidents by performing regular and thorough maintenance—it’s just as important to ensure proper protocols are followed.
Signs You Need a Better Asset Maintenance Plan
Now that you know why regular asset maintenance should be non-negotiable, it’s time to ask yourself:
Are the maintenance practices at my facility the best they can be?”
If you’re not sure how to answer this question, look at some signs indicating there’s room for improvement.
Frequent Unplanned Downtime
Unexpected downtime is a clear indicator that there isn’t enough regular monitoring and preventive maintenance in place.
You can calculate your downtime using one of our free maintenance calculators.
Source: WorkTrek
Unfortunately, this is a common issue among various facilities.
Almost 30% of plant facilities say unplanned downtime is their biggest operational challenge.
Since one-third of them rely on run-to-failure as their approach to maintenance, this figure is not surprising.
Illustration: WorkTrek / Data: Augury
If you’ve ever experienced unplanned downtime, it’s more than just a small inconvenience.
It brings a cascade of disruptions and delays that impact your productivity and profits.
As Erik Schmidt, Resource Development Manager at Johnson Crushers International, Inc., puts it:
Illustration: WorkTrek / Quote: Supply Post
If this scenario resonates, it may be time to reevaluate your maintenance strategy and adopt new practices.
Whichever maintenance strategy you choose, prioritizing proactive measures will undoubtedly minimize unplanned downtime.
Increased Repair Costs
If repair costs at your facility start increasing, this is another red flag to pay attention to.
It could be a sign that your assets are not being maintained properly, so minor issues have room to evolve into major problems that require costly repairs.
Take vacuum pumps, for example.
They are critical in industries where air or gas removal is necessary, and their repair can get pretty expensive.
Gene Ligman, Senior Account Manager at Leybold, an industrial vacuum equipment supplier, breaks down the cost:
Illustration: WorkTrek / Quote: Leybold
This puts things in perspective and underscores the importance of being proactive with your maintenance.
While consistently facing high repair costs is bound to eat into your profits, maintenance can nip many issues in the bud and protect your bottom line.
Luckily, more and more maintenance professionals recognize this, with cost reduction being the biggest priority in 2024 for almost 30% of them.
Illustration: WorkTrek / Data: Upkeep
At the same time, facilities are increasing their maintenance budgets.
This suggests that they see the value in investing in maintenance upfront rather than spending huge amounts of money on repairs down the line.
So, if you’re noticing repairs costing you more money than you’re comfortable with, consider following in their footsteps.
What Is the Role of CMMS In Asset Maintenance?
Implementing good maintenance practices is easier said than done, as it requires a shift in mindset and resources.
This is something many maintenance teams struggle with.
Research shows that, for 33.46% of them, planning and scheduling maintenance activities is the biggest challenge.
This raises the question of whether there is a tool that can make the whole process easier and more streamlined.
The answer is: yes, a robust CMMS like WorkTrek.
Source: WorkTrek
WorkTrek is a feature-rich maintenance management solution that serves as the central nervous system of your operations.
It consolidates the scheduling, tracking, and documentation of all your maintenance activities, making all asset and maintenance data easily accessible to the relevant personnel.
What particularly stands out in this context are WorkTrek’s preventive maintenance capabilities.
Our easy-to-use system allows you to schedule preventive maintenance, complete with SOPs, checklists, photos, and instructions for maintenance workers.
That way, you can be sure that all your assets receive maintenance according to standardized procedures.
Source: WorkTrek
You can also schedule maintenance tasks at regular intervals and generate preventive maintenance work orders based on meter readings.
You no longer have to waste time scheduling tasks manually, allowing you to focus on more strategic initiatives.
And our users’ experiences reflect that:
WorkTrek has been a huge asset to our company. We used to rely on manual processes for task management, service reporting, and work order management but with Worktrek we can now do all of this quickly and efficiently. The software is easy to use and has saved us time & money. I'd highly recommend it!” — Anne Garcia
Overall, a good CMMS will help you improve efficiency, reduce unplanned asset downtime, and ensure that your assets are always properly maintained.
This makes it an indispensable solution for any facility to streamline its maintenance processes.
Conclusion
Asset maintenance is a process essential for the proper functioning of any facility across different industries.
It helps you make the most of your machinery, keep your operations running smoothly, and create a safe environment for your personnel.
Developing a thorough strategy and investing in the right tools is key to implementing good maintenance practices.
So, take a moment to review your current asset maintenance approach, pinpoint improvement areas, and take the leap.
It will be worth it.
Operations & Maintenance
Machine Maintenance Types & When to Use Them
Businesses that depend on machinery need to keep them in top shape. Different types of maintenance can help prevent breakdowns, extend machine life, and boost productivity. This article covers machine maintenance types and when to use them.
Machine maintenance strategies include preventive, predictive, and corrective approaches, each suited for specific situations and equipment needs.
Choosing the right maintenance type depends on the machine's age, usage, and criticality. Some methods focus on fixing issues as they happen, while others aim to stop problems before they start.
Preventive maintenance involves regular check-ups and part replacements to avoid unexpected failures. Predictive maintenance uses data and sensors to spot potential issues early.
Picking the best maintenance plan can cut costs, improve safety, and keep operations running smoothly.
Key Takeaways
Maintenance strategies help prevent breakdowns and extend machine life
Different types of maintenance suit various equipment and business needs
Choosing the right approach can improve efficiency and reduce costs
Understanding Machine Maintenance
Machine maintenance is essential for keeping equipment running smoothly and efficiently.
Regular upkeep, repairs, and inspections are involved to prevent breakdowns and extend machine life.
Proper maintenance helps businesses avoid costly downtime and safety issues.
Definition of Machine Maintenance
Machine maintenance refers to the work done to keep machines functioning well. It includes:
Regular inspections
Cleaning and lubricating parts
Replacing worn components
Adjusting and calibrating equipment
These tasks aim to prevent problems before they occur. Maintenance can be planned or unplanned, depending on the situation.
Importance of Maintenance
Good machine maintenance plan and practices are important for several reasons:
Increased productivity
Improved safety
Lower repair costs
Extended equipment lifespan
Regular upkeep helps catch minor issues before they become big problems. This reduces unexpected breakdowns and keeps production running smoothly.
Well-maintained machines also use less energy and produce higher-quality output, which leads to better overall efficiency and customer satisfaction.
Goals of Effective Maintenance
The main goals of effective maintenance are:
Minimize downtime
Optimize machine performance
Ensure worker safety
Reduce repair and replacement costs
Illustration: WorkTrek / Data: ATS
So which one should you choose? Successful companies often use various maintenance types to achieve these goals, including preventive, predictive, and corrective approaches.
A good maintenance plan balances cost and effectiveness. It aims to keep machines running at peak performance without overspending on unnecessary work.
Regular training for maintenance staff is also important. This ensures they can handle various issues and use the latest maintenance techniques.
Types of Machine Maintenance
Machine maintenance comes in several forms. Each type serves a specific purpose and helps keep equipment running smoothly.
The most effective approaches are preventive and predictive maintenance, while corrective and condition-based maintenance also play an important role.
The main types include preventive, predictive, corrective, and condition-based maintenance.
Preventive Maintenance
Preventive maintenance aims to prevent problems before they start. It involves regular, scheduled upkeep of machines, including cleaning, lubricating, and replacing parts on a set timetable.
Illustration: WorkTrek / Data: workwize
Preventive maintenance helps extend machine life and reduce unexpected breakdowns. It's like getting regular oil changes for a car.
Tasks might include:
Inspecting equipment weekly
Changing filters monthly
Calibrating instruments quarterly
This approach can save money in the long run by avoiding costly repairs. It also helps maintain consistent production quality.
Predictive Maintenance
Predictive maintenance uses accurate data to forecast when a machine might fail. It relies on sensors and analytics to spot potential issues early.
This method can be more cost-effective than preventive maintenance. It allows repairs only when needed rather than on a fixed schedule.
Illustration: WorkTrek / Data: mecalux
Predictive maintenance often uses techniques like:
Vibration analysis
Oil analysis
Thermal imaging
By catching problems early, it can prevent unexpected downtime. This leads to smoother operations and better maintenance activity planning.
Corrective Maintenance
Corrective maintenance, also called reactive maintenance, occurs after a machine breaks down. This approach fixes problems as they occur rather than attempting to prevent them.
Illustration: WorkTrrek / Data: Camcode
Basic maintenance tasks include replacing light bulbs and changing HVAC filters.
While it might seem cheaper at first, corrective maintenance can lead to:
Longer downtime
Higher repair costs
Unexpected production delays
Corrective maintenance is sometimes used for less critical equipment and is the right maintenance strategy for less critical equipment.
It can be suitable when the cost of failure is low, and repairs are quick and easy.
Condition-Based Maintenance
Condition-based maintenance monitors the actual state of equipment and evaluates the actual condition before performing repairs.
This method is similar to predictive maintenance but focuses more on current conditions. It can involve:
Continuous monitoring systems
Regular equipment inspections
Performance data analysis
Source: WorkTrek
Condition-based maintenance helps catch issues that scheduled checks might miss. It can benefit critical equipment where failures could be dangerous or costly.
This approach allows for more precise maintenance timing. It can help balance the need for equipment uptime with the cost of maintenance activities.
Preventive Maintenance Strategies
Preventive maintenance aims to keep machines running smoothly and avoid breakdowns. It involves regular upkeep, planned service intervals, and smart parts management.
Routine Maintenance Tasks
Preventive maintenance includes daily, weekly, and monthly tasks. Daily checks might involve inspecting fluid levels, belts, and filters. Weekly tasks often cover lubrication, cleaning, and minor adjustments.
Monthly routines may include more detailed inspections and replacements. These tasks help catch minor issues before they become big problems. Operators play a key role in spotting early signs of wear or damage.
Source: WorkTrek
Checklists are useful tools for tracking routine tasks. They ensure nothing gets missed and create a record of work done. Digital checklists on mobile devices make this process even easier.
Scheduled Maintenance Intervals
Time-based maintenance follows set schedules, which might be based on calendar time or equipment run hours.
For example, an oil change every three months or every 5,000 hours of use.
Illustration: WorkTrrek / Data: FinanceBuzz
Usage-based schedules fit equipment that runs irregularly. They focus on actual wear rather than time passed. This approach can save money by avoiding unnecessary service.
Condition-based maintenance uses sensors to track equipment health. It allows for more precise timing of maintenance tasks. This can extend part life and reduce downtime.
Spare Parts Management
Good parts management is crucial for quick repairs. It involves keeping the right parts on hand without overstocking. A parts inventory system helps track what's available and what needs ordering.
Critical spares should always be in stock. If not replaced quickly, they could cause long downtimes. Less critical parts can be ordered as needed or kept in smaller quantities.
Source: WorkTrek
Regular audits of the parts inventory ensure accuracy and help identify slow-moving parts that might be unnecessary.
Proper parts storage is important to keep them in good condition until needed.
Predictive Maintenance Techniques
Illustration: WorkTrrek / Data: Reliable Plant
Predictive maintenance uses advanced tools to spot potential equipment issues before they cause problems. These methods help companies save money and avoid unexpected breakdowns.
Vibration Analysis
Vibration analysis is a key predictive maintenance technique. It involves measuring and analyzing machine vibrations to detect problems.
Sensors are attached to equipment to track vibration patterns. Changes in these patterns can signal issues like:
Loose parts
Misalignment
Bearing wear
Vibration analysis works well for rotating machinery, including motors, pumps, and turbines. It can find problems early, giving maintenance teams time to plan repairs.
Special software analyzes the data from vibration sensors. This software compares current readings to normal levels. When vibrations exceed set limits, the system alerts technicians.
Infrared Thermography
Infrared thermography uses heat-sensing cameras to spot equipment issues. These cameras detect temperature differences that might indicate problems.
Common applications include:
Electrical systems
Mechanical equipment
Building inspections
The cameras create thermal images showing hot and cold spots. Unusually hot areas often mean equipment is working too hard or failing.
For example, a hot electrical connection might signal a loose wire. Excess heat could mean low lubricant levels or bearing problems in mechanical systems.
Infrared scans are quick and don't require equipment shutdowns, making them useful for regular checks without disrupting operations.
Oil Analysis
Oil analysis involves testing oil samples from machinery to check its condition. This method can reveal a lot about equipment health without taking it apart.
Technicians look for:
Metal particles (signs of wear)
Contaminants (dirt, water)
Chemical changes in the oil
Regular oil tests can:
Extend oil change intervals
Catch problems early
Reduce unplanned downtime
Oil analysis works well for engines, gearboxes, and hydraulic systems. It helps companies save money on oil changes and avoid major repairs.
The tests are done in labs using special equipment. Results show trends over time, helping predict when maintenance is needed.
Ultrasonic Testing
Ultrasonic testing uses high-frequency sound waves to detect equipment issues. It can find problems that other methods might miss.
This technique is good for:
Detecting air or gas leaks
Checking electrical systems
Finding bearing problems
Ultrasonic tools pick up sounds humans can't hear. These sounds can indicate issues like air leaks or electrical arcing.
For bearings, ultrasonic testing can spot problems earlier than vibration analysis. It detects subtle changes in sound that show early wear.
Technicians use handheld devices to scan equipment. The devices convert ultrasonic waves into audible sounds or visual displays for easy interpretation.
Implementing Maintenance Programs
Setting up effective maintenance programs takes planning and effort. Good programs use schedules, training, and metrics to keep machines running smoothly.
Maintenance Planning and Scheduling
Maintenance planning involves determining what work needs to be done and when. It starts with a list of all equipment that needs upkeep and preventive measures.
Planners decide on the right type of maintenance for each machine, which could be preventive, predictive, or corrective.
Source: WorkTrek
Next, they create a schedule. This sets times for inspections, part replacements, and repairs. Good schedules balance machine needs with available staff and resources.
Digital tools help track maintenance tasks. These systems send alerts when work is due and record what's been done.
Maintenance Training Programs
Well-trained staff are key to good maintenance. Training programs teach workers how to:
Spot signs of wear and damage
Use diagnostic tools
Follow safety rules
Fix common problems
Work with new technology
Illustration: WorkTrrek / Data: Alison
Training can happen in classrooms, on the job, or through online courses. It should cover both theory and hands-on practice.
Regular refresher courses keep skills up to date. This is important as machines and methods change over time.
Some companies bring in experts to teach special skills. Others send workers to learn from equipment makers.
Maintenance Performance Metrics
Metrics help track how well maintenance programs are working. Common measures include:
Downtime: How long machines are out of service
Mean Time Between Failures (MTBF): Average time a machine runs before breaking down
Maintenance costs: Money spent on repairs and upkeep
Work order completion rate: Percent of planned tasks finished on time
Companies use these numbers to spot problems and make improvements. They might adjust schedules or training based on what the data shows.
Regular assessment of these metrics helps refine maintenance approaches. This could mean changing strategies for some equipment or tweaking maintenance timing.
Good metric tracking requires clear records and analysis. Many firms use software to collect and study this data.
Challenges in Machine Maintenance
Keeping machines running smoothly is not without its hurdles. Companies face several key issues when picking the right maintenance strategy. These include balancing resources, adopting new technologies, and following safety rules.
Resource Allocation
Deciding how to use time, money, and people for machine upkeep can be tricky. Companies must figure out:
How often to check and fix machines
When to replace old parts
How many workers to assign to maintenance tasks
It's a balancing act. Too little maintenance can lead to breakdowns, and too much can waste money. Managers need to find the sweet spot.
Some businesses struggle to attract enough skilled workers. Equipment failures and downtime can cause big problems if not fixed quickly, so having the right people on hand is crucial.
Buying spare parts and tools also requires careful planning. Keeping too many parts in stock ties up cash, but not having parts when needed can stop work.
Technological Integration
New tech can make maintenance more manageable and help detect potential problems. but it's not always straightforward.
Some challenges are:
Picking the right software for tracking repairs
Training workers to use new tools
Making sure old and new systems work together
CMMS Software like WorkTrek can help you centralize and organize your maintenance plans in a single platform.
Source: WorkTrek
Smart sensors can spot problems early. However, setting them up and understanding the data takes time and skill.
AI and machine learning offer new ways to predict when machines will break. But these systems need a lot of good data to work well, and getting that data can be difficult.
Mobile apps can help workers do their jobs better. But not everyone finds them easy to use at first.
Safety and Compliance
Keeping workers safe while fixing machines is very important. Some key issues are:
Following all safety rules
Giving workers the proper safety gear
Training everyone on safe ways to work
Source: WorkTrek
Safety rules change often, and staying up to date can be difficult. But it's crucial to avoid accidents and fines.
Some machines have special safety needs. Workers must know how to handle dangerous parts or chemicals.
Companies also need to keep good records. This helps prove they're following all the rules, but it can also mean more paperwork and time spent on reports.
Environmental rules are getting stricter, too. Businesses must be careful about how they dispose of old parts and fluids.
Emerging Trends in Machine Maintenance
Machine maintenance is evolving rapidly. New technologies such as artificial intelligence (AI) and machine learning are changing how companies care for their equipment. These advances aim to make maintenance more efficient and prevent breakdowns.
Internet of Things (IoT) and Maintenance
IoT devices are transforming machine maintenance. Equipment sensors collect real-time data, helping predict when parts might fail. Companies can fix issues before they cause problems.
Illustration: WorkTrrek / Data: Fores Interactive
Smart factories are using IoT to track machine health. Sensors measure things like temperature, vibration, and power use. When a machine acts oddly, the system alerts technicians, allowing them to fix small issues quickly.
Illustration: WorkTrek / Data: facilio
IoT also helps with inventory. It can track spare parts and automatically order new ones, ensuring they are always on hand when needed.
Automation in Maintenance Processes
Automated systems are taking over routine maintenance tasks. Robots can now do jobs that were once done by hand, freeing up workers for more complex tasks.
Some examples of automation in maintenance:
Drones that inspect hard-to-reach areas
Robots that clean and lubricate machinery
Software that schedules maintenance tasks
These tools make maintenance faster and more accurate. They can work around the clock without getting tired.
3D printing is also changing how companies make spare parts. They can print parts on-site instead of waiting for deliveries.
Data Analytics in Machine Maintenance
Big data helps companies make smarter maintenance decisions, which can result in reduced downtime. They collect information from many sources to spot patterns, which helps predict when machines need care.
Key benefits of data analytics in maintenance:
Predicting failures before they happen
Optimizing maintenance schedules
Reducing downtime and costs
Advanced condition monitoring uses data to track machine health. It can tell when a part is wearing out, letting companies replace parts at the right time—not too early and not too late.
Data also helps companies understand why machines fail, which can help them make better machines in the future.
Selecting the Right Maintenance Approach
Picking the best maintenance strategy is key to keeping machines running well. Companies must consider several factors when deciding.
Equipment type matters a lot. Simple machines might only need basic upkeep, while complex ones often require more advanced care.
Another big factor is the cost of breakdowns.
If failures are costly, predictive maintenance may be worth the investment.
How critical the equipment is also counts. Vital machines need more attention than less important ones.
Here's a quick guide to help choose:
Source: WorkTrek
Budget plays a role, too. Some methods cost more upfront but save money over time.
Maintenance teams should consider their staff's skills. Complex strategies need trained workers to be effective.
Data helps pick a strategy. Looking at past breakdowns can show what's needed.
Many companies use more than one method. They might do basic checks on all machines and detailed work on key ones.
The goal is to find a balance. Good maintenance keeps machines running without wasting money.
Summary
Keeping machines running smoothly is super important for any business that relies on equipment. The article broke down the different ways to care for machines - some fix problems before they happen, while others deal with issues as they pop up.
Think of it like caring for your car - you can wait for it to break down or do regular checkups.
Companies need to pick the right approach based on their equipment and budget. Sometimes, the best strategy is a mix of different methods. The bottom line? Good maintenance saves money, keeps workers safe, and helps businesses run without unexpected shutdowns.
Operations & Maintenance
How to Streamline the Management of Maintenance Work Requests
Key Takeaways
Organizations risk incomplete submissions and waste valuable time without a standardized work request submission process.
CMMS solutions capture all relevant details for each stage of the work request lifecycle, streamlining communication and speeding up issue resolution.
Setting clear SLA response times keeps maintenance teams accountable and helps prevent conflicts.
With an optimized work request process, maintenance becomes a strategic advantage rather than a reactive measure, setting an organization apart in terms of operational resilience and efficiency.
We’ve created this guide to help you streamline your work request handling process.
We’ll guide you through each phase, introduce helpful tools, and explain why each step is essential.
By the end of this guide, you’ll have everything you need to take your work request procedures and maintenance strategy to a whole new level.
Standardize Work Request Submissions
Standardizing work request submissions ensures a consistent, efficient, and transparent process every time.
As a result, the likelihood of incomplete submissions and back-and-forth clarifications is significantly reduced, making it easier for maintenance personnel to follow up.
They know this very well at the 558th Aircraft Maintenance Squadron in the Warner Robins Air Logistics Complex.
Each aircraft repair document, mainly Maintenance Work Requests (MWRs), is carefully managed due to their significant impact on maintenance planning.
Robert Hall, the Chief of the 558th Aircraft Maintenance Squadron Planning Flight, elaborates:
[Strategic maintenance planning] involves making sure that all the Air Force Sustainment Center engineering requests are completed and planned by disposition instructions given. We approve MWRs ensuring they are written correctly; all technical data is correct and all codes are correct on the document.
And the results of this meticulousness are more than satisfactory, he says:
Last year we approved over 10,000 MWRs and reviewed 40-plus workload offers for new workload or incoming unplanned depot-level maintenance requirements. We had zero quality assurance findings for that year.
Work requests aren’t just paperwork but a foundation for more effective asset and facility maintenance.
However, this is true only if the submission procedure is well-defined.
Systemize the submission protocols to improve your work request and maintenance process. This includes determining:
who can submit requests
who reviews/approves them
what information to include in a request
how to submit requests (email, paper form, or a digital platform)
where to check request status
Outlining what information each request should include is particularly important.
This is what maintenance teams need the most to do their jobs.
A standardized template, like the one below, is the most effective.
Source: WorkTrek
It covers all the essentials, such as the requester’s name, problem description, due date, the asset in question, and priority level.
This way, you can easily capture the vital details without creating too much work for the requester.
This is exactly how an effective work request submission process should function.
Keep Work Requests Organized Using CMMS
After work requests are submitted, keeping them organized makes it easier for all stakeholders to document, track, and manage each request.
There’s no better tool than a computerized maintenance management system (CMMS).
CMMS solutions are designed to manage the entire work request lifecycle—from submission to resolution—capturing every detail and creating a single source of truth.
This is perfect for any organization with complex upkeep needs, such as Barnard College of Columbia University.
They have numerous work requests coming in daily for various facilities, such as dormitories, athletic centers, computing labs, and biomedical laboratories.
However, as one of their professors explains, CMMS stores all the upkeep data, including requests, in one place.
Illustration: WorkTrek / Quote: EdTech
This makes maintenance far more manageable.
Traditional methods like paper forms or emails simply lack this capability.
With those less effective systems, work requests often need to be more organized, slowing response times and increasing costly downtime.
Take it from Danielle Rivers, Business Services Manager at the real estate company Camden Property Trust.
She experienced the limitations of a paper-based work request system firsthand:
Back when we were using paper service request forms, our techs were losing 15 minutes just going to the office to get what they needed to get jobs started. They had to print the request forms and collect the keys necessary to get into those units. Then they had to walk back to the units to get the work done. Then it was back to the office again to print more request forms and gather more keys, and those forms had to be completed, and the manager had the job of closing out the tickets.
With a CMMS like our WorkTrek, all these inefficiencies are eliminated.
Each request is captured the moment it’s submitted and displayed in an easy-to-navigate table, like the one you see below.
Source: WorkTrek
You can quickly adjust your view, sorting and filtering requests by criteria such as completion dates or requester names, making it easy to find exactly what you need.
Essentially, WorkTrek enables you to approve or resolve requests and monitor their progress from start to finish in one centralized system accessible from anywhere.
It’s finally time to say goodbye to scattered files and hello to seamless, efficient work request management.
Properly Prioritize Work Requests
Setting up clear criteria for categorizing maintenance requests by urgency ensures issues are addressed in proper order rather than on a first-come, first-served basis.
That means critical issues get tackled first while less pressing ones wait their turn.
Prioritizing requests is crucial because maintenance can become chaotic without an effective system, leading to unplanned downtime, safety risks, and other complications.
Just look at what happened at Southern Illinois University.
Cockroaches infested dorm rooms during the winter break, and while requests were put in, the response was delayed, leaving students frustrated and unable to sleep in their dorms.
Source: The Daily Egyptian
Jim Hunsaker, their Senior Associate Director of Housing Operations, argued that there were no issues on their end and that there was an effective prioritization system in place:
For instance, a leaking shower or a sink that won’t turn off or any type of leak should be reported immediately, so we can take care of that. Otherwise, through the housing portal, a student will submit a maintenance request. If it’s bug issues or other non-emergency issues, we will prioritize those and take care of those as soon as we possibly can.
However, it seems like this system isn’t compelling enough.
In a small survey conducted by the Daily Egyptian, 88.1% of the students living in the dorms reported maintenance issues in their dorms.
This indicated a significant maintenance backlog, possibly caused by a lack of proper work request prioritization.
There isn’t a universal set of criteria for effective work request prioritization.
Some of the most common factors are asset criticality, maintenance complexity, and safety risks, but ultimately, each organization must develop its metrics.
For example, in St. Albert, Alberta, Canada, Coun. Mike Killick proposed adding “social value” as a priority factor for the city’s maintenance plan.
His proposal followed the council’s choice to delay repaving of St. Vital Avenue hill, despite its importance for events like the annual Soap Box Derby.
Source: St. Albert Gazette
As you can see, there’s no limit to how versatile these criteria can get.
Nevertheless, avoid getting overwhelmed right from the get-go.
Instead, start simple, maybe with four levels of priority shown below.
Source: WorkTrek
From there, you can refine your criteria as needed.
A key point to remember is that not all work requests are created equal, and they should not be treated that way.
Therefore, the more time you invest in setting these criteria, the smoother your operations will run.
Enable Real-Time Request Tracking
Real-time request tracking benefits everyone, from the requesters to maintenance personnel and managers.
It enables requesters to quickly check the status of their requests, while upkeep staff can access instructions at any point, helping them complete tasks without confusion or delays.
It’s hands-down the best way to keep everybody in the loop and avoid those time-draining follow-up calls and emails.
Many organizations, like The Upper St. Clair School District in Pennsylvania, use a cloud-based CMMS to unlock real-time work request monitoring.
Lou Angelo, district Director of Operations and Facilities, explains that this system allows workers to access all the data they need on their mobile devices.
Illustration: WorkTrek / Quote: EdTech
Many modern CMMS solutions offer mobile apps, making real-time tracking even more accessible.
Instead of tying users to a computer in the office, they let them view or submit work requests from anywhere as long as they have internet access.
Source: WorkTrek
Some CMMS solutions go further by automatically notifying users of request updates.
These updates can be triggered when a request is approved, closed, completed, or rejected, reducing the need for additional texts and calls to confirm statuses.
The bottom line is this: If you want to keep all the stakeholders updated with the latest information, consider implementing CMMS.
This tool is tough to beat when providing access to the freshest data possible.
Define Clear SLA Response Times
A Service Level Agreement (SLA) response time specifies the timeframe within which the upkeep provider should acknowledge or begin addressing a work request.
Clearly defining this criterion for different request types is an absolute must.
It helps establish expectations, reduces conflicts and misunderstandings, and holds maintenance teams accountable to meet agreed standards.
That’s why websites for government agencies, universities, or other organizations often showcase their maintenance response times.
For instance, the response times for Transform Housing, an organization that offers housing to homeless individuals, are below.
Source: Transform Housing
You’ll also notice that response times are typically aligned with the priority level of the issue: urgent issues get addressed sooner, while routine repairs take somewhat longer.
Rosanna Fischer, Vice President of KDM Management Inc., a company helping condominium corporations with day-to-day operations, provides some benchmarks in property management.
Illustration: WorkTrek / Quote: LinkedIn
To define your SLA response times, refer to the priority matrix you created earlier as a foundation for your decision-making.
Once you’ve defined them, tracking compliance is simple using CMMS.
Since the system records when each request is submitted and resolved, it’s easy to spot any instances of noncompliance.
Plus, with CMMS reporting features, you can pull a complete summary of overdue requests for any period, like the example below.
Source: WorkTrek
If overdue requests are frequent, it may signal a need to reevaluate your response times or even examine your work request process for other inefficiencies.
Let’s take a look at how to approach that.
Track Maintenance Work Request KPIs
Regularly monitoring and analyzing work request KPIs is crucial for identifying bottlenecks and areas for process improvement.
Over time, this can improve your maintenance efforts as a whole.
Think about it. If you’re not tracking the efficiency of your work request process, small inefficiencies can slip by, quietly building into larger issues that can disrupt the entire upkeep cycle.
For example, if your team consistently responds slowly to repair requests and nobody monitors them closely, requests will eventually pile up.
This backlog will prolong maintenance issues, leading to all sorts of problems, from safety issues to delays.
Take it from the San Antonio Independent School District (SAISD).
Some schools within the district experienced critical failures of air conditioning systems, sometimes even forcing teachers to send students home due to excessive heat.
Source: News 4 San Antonio
Despite the problem occurring amid a heat wave, the schools couldn’t resolve it on time, so some had to shut down.
The cause of this slow response was poor handling of work requests.
SAISD records showed 4,765 open work orders across district buildings, with 1,725 related to heating and cooling repairs.
District officials noted these numbers were somewhat inflated by duplicate requests but acknowledged the need for a better work request/order system to manage repairs more effectively:
We are working to reduce the number of duplicate work orders in the system, which can happen when multiple requests are made by multiple people. [...] We are moving toward a priority system with our work orders. We address the highest priority work orders first, such as requests made to mitigate HVAC or safety issues. Later this fall, we will be transitioning to a new work order system with improved analytics.
This is a powerful reminder of why monitoring the work request process is so important.
If SAISD had kept a closer eye on theirs, they could have flagged issues earlier, implemented an adequate prioritization system, and avoided a backlog that disrupted their schools.
Granted, tracking KPIs won’t magically erase all inefficiencies, but it will help you spot trouble before it escalates.
So, to get started, focus on a few key KPIs, like:
number of service requests in the backlog (open requests)
percentage of service requests completed on time
total number of completed service requests
average service request response time
customer satisfaction rating
Tracking these metrics keeps you in control of your processes, providing the insights needed to address issues proactively.
You won’t have to put out fires constantly but enjoy a smooth, disruption-free work request process.
Conclusion
You can expect significant improvements across your operations by streamlining this essential part of maintenance management.
You can expect shorter wait times between identifying and resolving issues.
As a result, your organization will experience reduced equipment downtime, smoother workflows, and fewer operational delays.
This is a massive win for your overall productivity.
Work request management affects your entire maintenance lifecycle.
Therefore, investing in this area means investing in the better reliability and efficiency of your assets and facilities.
Operations & Maintenance
Complete Guide to Machine Maintenance
What exactly is machine maintenance, and has it changed? Modern machine maintenance has evolved beyond the simple "fix it when it breaks" approach.
Today's maintenance strategies combine sophisticated monitoring techniques with preventive measures to ensure equipment reliability while optimizing costs.
Illustration: WorkTrek / Data: Plant Engineering
Understanding the main types of machine maintenance helps organizations make informed decisions about their maintenance programs. This article is a complete guide to machine maintenance.
The Evolution of Machine Maintenance
Maintenance strategies have transformed alongside technological advancement. What began as simple reactive repairs has developed into a complex field incorporating predictive analytics and proactive measures.
Illustration: WorkTrek / Data: Infraspeak
This evolution reflects our growing understanding of how equipment fails, how to prevent these failures efficiently, and how to incorporate them into the right types of maintenance.
Preventive Maintenance: The Scheduled Solution
Preventive maintenance introduces regularity to equipment care through scheduled inspections and services.
This is the holy grail of all maintenance approaches, but it can be more costly to execute.
This approach mirrors regular vehicle maintenance, where services occur at specific intervals regardless of condition.
This strategy effectively reduces unexpected failures and extends equipment life, though it may sometimes result in unnecessary maintenance.
Illustration: WorkTrek / Data: MaintainX
Preventive maintenance benefits organizations with critical equipment with clear wear patterns. Manufacturing facilities often implement this approach for production-critical machinery where consistent operation is essential.
For maintenance managers, the key is balancing maintenance frequency with operational needs—too frequent maintenance wastes resources, while insufficient maintenance risks failure.
Reactive Maintenance: The Basic Approach
Unlike preventive maintenance, reactive maintenance, sometimes called corrective maintenance, represents the most straightforward maintenance strategy.
Equipment runs until complete failure occurs, at which point repairs are made.
So what's the catch?
This approach requires minimal initial planning and lower upfront costs, but it often results in longer downtimes and higher repair expenses.
Illustration: WorkTrek / Data: Technomax
This strategy works well for non-critical equipment where replacement costs less than prevention. Use reactive maintenance for backup systems or quickly replaceable components where failure won't significantly impact operations.
The simplicity of reactive maintenance comes at a cost. Unexpected breakdowns can halt production, create safety hazards, and lead to cascade failures in connected systems.
Are there times you can use reactive? This approach is viable if for your simple and non-critical equipment.
Predictive Maintenance: The Data-Driven Future
Predictive maintenance represents the intersection of traditional maintenance practices and modern technology.
By utilizing condition-monitoring equipment and data analysis, organizations can anticipate failures before they occur. This approach optimizes maintenance timing and reduces unnecessary interventions.
Illustration: WorkTrek / Data: Reliable Plant
Implementing predictive maintenance requires significant initial investment in monitoring equipment and personnel training.
However, organizations operating expensive machinery or those where downtime carries substantial costs often find this investment worthwhile.
Proactive Maintenance: The Root Cause Solution
Proactive maintenance focuses on identifying and eliminating the sources of equipment failure. Rather than simply preventing failures, this approach aims to fundamentally improve system design and operation.
This strategy requires deep analysis of failure patterns and a commitment to continuous improvement.
Organizations implementing proactive maintenance often see long-term benefits through reduced maintenance requirements and improved equipment reliability.
This approach is valuable in facilities with recurring equipment problems or those seeking to optimize their maintenance programs comprehensively.
Usage-Based Maintenance: Just-in-time maintenance
Usage-based maintenance is a strategic approach that schedules maintenance activities based on actual equipment utilization rather than calendar time.
This method recognizes that wear and deterioration primarily occur during operation. This makes, metrics like operating hours, cycles completed, or production volume more relevant than fixed time intervals.
Think of it like maintaining a car based on miles driven rather than months owned. A vehicle driven 50,000 miles in one year needs maintenance sooner than one driven 5,000 miles in the same period.
Similarly, two identical machines might require different maintenance schedules based on their workload in industrial settings.
Condition-Based Maintenance: The X-Ray method
Condition-based maintenance is a sophisticated approach that relies on real-time equipment health monitoring to determine when maintenance is necessary.
Source: WorkTrek
Rather than following fixed schedules or usage metrics, this method uses various smart sensors and monitoring tools to track key performance indicators. The signals from the sensors can then provide insight into potential problems.
Think of it like modern health monitoring – just as a smartwatch tracks vital signs to detect health issues early, condition-based maintenance uses sensors to monitor equipment vital signs such as vibration, temperature, oil condition, or noise levels.
Source: WorkTrek
When these indicators deviate from normal ranges, they trigger maintenance actions.
For example, a manufacturing facility might use vibration sensors on rotating equipment to detect subtle changes that indicate bearing wear.
Similarly, thermal imaging can identify unusual heat patterns suggesting electrical or mechanical problems.
This real-time monitoring allows maintenance teams to address issues at the optimal time – not too early, which wastes resources, and not too late, which risks equipment failure.
Software Tools for Machine Maintenance
Trying to run any of the above maintenance approaches manually will be painful. Managing work orders and parts using a paper-based approach will be slow and error-prone.
This is where implementing a CMMS system like WorkTrek comes in.
Source: WorkTrek
There are several benefits to implementing a CMMS system to manage your machine maintenance needs. They include:
Work Order Management
Preventive Maintenance Automation and Scheduling
Asset Management
Inventory Control
Resource Planning
Reports and Analytics
How to Create an Effective Maintenance Strategy
There is not a single maintenance program that can fit all scenarios.
Instead, they combine elements from each strategy based on equipment criticality, resource availability, and operational requirements. The key lies in understanding each equipment's role in operations and failure patterns.
Consider a manufacturing facility as an example. Critical production equipment might warrant predictive maintenance with sophisticated monitoring systems.
Support equipment could operate under a preventive maintenance schedule.
Less critical components might follow a reactive maintenance approach. Meanwhile, persistent problem areas become targets for proactive improvement efforts.
Making the Right Choice
Sometimes, selecting the correct maintenance strategy is not easy. Before making your decision, you need to evaluate several factors.
Equipment criticality plays an important role – more important machinery justifies more sophisticated maintenance approaches. Cost considerations must balance immediate expenses against long-term savings. Resource availability, including skilled personnel and monitoring technology, often constrains strategy selection.
The most effective maintenance programs evolve continuously. Regular assessment of maintenance outcomes helps organizations refine their approaches. This might mean shifting some equipment to different maintenance strategies or adjusting maintenance intervals based on observed performance.
Looking Forward: The AI-Driven Evolution of Machine Maintenance
The future of machine maintenance is poised for a technological revolution. Artificial Intelligence and Machine Learning are transforming traditional maintenance approaches into sophisticated, predictive systems that can fundamentally change how we care for equipment.
The Rise of Intelligent Maintenance Systems
Modern AI systems can process vast amounts of sensor data to detect impossible patterns for human operators to identify.
These systems learn from historical maintenance records, real-time operational data, and equipment specifications to create increasingly accurate failure predictions.
For example, an AI system might notice that a particular motor's power consumption pattern, combined with subtle vibration changes, indicates an impending bearing failure weeks before traditional monitoring methods detect any issues.
Machine Learning algorithms continuously improve their predictive capabilities through exposure to new data. As these systems observe more equipment failures and maintenance interventions, they refine their understanding of failure mechanisms and early warning signs.
This learning process creates a virtuous cycle where prediction accuracy increases over time, leading to more precise maintenance scheduling and fewer unexpected failures.
Digital Twins and Simulation-Based Maintenance
Digital twin technology represents another frontier in maintenance evolution. These virtual replicas of physical equipment can simulate operating conditions and predict wear patterns with unprecedented accuracy.
By running thousands of simulations under various conditions, maintenance teams can better understand how different operating parameters affect equipment life and optimize maintenance schedules accordingly.
These digital models become increasingly sophisticated as they incorporate more real-world data. They can simulate entire production systems, helping maintenance teams understand how equipment interactions might lead to cascading failures or unexpected stress points.
This system-level view enables more strategic maintenance planning that considers the entire operation rather than just individual pieces of equipment.
The Integration of IoT and Edge Computing
The proliferation of Internet of Things (IoT) sensors provides the foundation for AI-driven maintenance systems.
These sensors can monitor everything from temperature and vibration to acoustic signatures and power consumption patterns. Edge computing capabilities allow for real-time processing of this data directly at the equipment location, enabling immediate response to developing issues.
Illustration: WorkTrek / Data: Newark
This distributed intelligence creates new possibilities for maintenance automation. When they detect potential problems, smart sensors can automatically adjust operating parameters to reduce stress on equipment.
They can also trigger maintenance requests automatically when they identify specific condition patterns, reducing the delay between problem detection and corrective action.
Augmented Reality in Maintenance Operations
Augmented Reality (AR) technology revolutionizes how maintenance personnel interact with equipment. AR systems can overlay real-time sensor data, maintenance history, and repair instructions directly onto equipment as technicians view it through smart glasses or mobile devices.
This technology reduces repair times and improves accuracy by providing contextual information exactly when and where it's needed.
Illustration: WorkTrek / Data: FieldCricle
Future AR systems will likely incorporate AI-powered assistance that can guide technicians through complex repairs, automatically identify parts, and provide real-time feedback on repair quality.
These systems might even predict what tools and parts will be needed for specific repairs, streamlining maintenance operations and reducing downtime.
Predictive Analytics and Resource Optimization
Advanced analytics platforms are beginning to optimize maintenance timing and resource allocation across entire facilities. These systems can more effectively predict parts requirements, optimize inventory levels, and schedule maintenance personnel.
To create optimal maintenance schedules, they consider equipment criticality, maintenance history, current operating conditions, and even weather forecasts.
Incorporating machine learning into these systems enables them to adapt to changing conditions automatically. They can adjust maintenance schedules based on production demands, personnel availability, and economic factors like energy costs or raw material prices.
Challenges and Considerations
While AI and machine learning offer tremendous potential for improving maintenance operations, their implementation presents several challenges.
Organizations must consider data quality and quantity requirements, integration with existing systems, personnel training needs, and cybersecurity implications.
Success requires a strategic approach that balances technological capabilities with practical implementation considerations.
Data privacy and security concerns also need careful attention as maintenance systems become more connected and data-driven. Organizations must implement robust security measures to protect their equipment data and maintenance management systems from cyber threats.
The Human Factor in Future Maintenance
Despite increasing automation, human expertise remains crucial in maintenance operations. Maintenance personnel's role will evolve from reactive repair work to more strategic activities such as system optimization, data analysis, and predictive planning.
This evolution requires new skills and training approaches to prepare maintenance teams for changing responsibilities.
The most successful maintenance programs of the future will likely combine AI capabilities with human insight and experience.
While AI systems can process vast amounts of data and identify patterns, human judgment remains essential for understanding context, making strategic decisions, and handling unique situations that AI hasn't encountered before.
Industries that Depend on Machine Maintenance
Several industries depend on machine maintenance to keep their operations running smoothly. Below are a few examples:
Manufacturing
Manufacturing is perhaps the most obvious example, where production lines depend on properly functioning equipment. Consider an automotive assembly plant: Every robot, conveyor belt, and welding machine needs regular maintenance to ensure cars can be produced without interruption. A single hour of downtime could mean hundreds of vehicles not being completed on schedule.
Transportation
The transportation sector relies heavily on maintenance, particularly in aviation. Aircraft maintenance isn't just about efficiency—it's a matter of safety. Airlines follow strict maintenance schedules for every component, from engines to landing gear. Similarly, railroad companies must maintain their locomotives and tracks to prevent accidents and ensure on-time performance.
Energy
Energy production presents another fascinating case. Power plants, whether nuclear, coal, or renewable, require constant maintenance to generate electricity reliably. For instance, wind farms need regular inspection and maintenance of turbine bearings, gears, and blades to maximize power generation and prevent failures during high winds.
Food Services
The food and beverage industry depends on maintenance tasks to meet strict hygiene standards and maintain production quality. Think about a large brewery: The brewing equipment, bottling lines, and refrigeration systems need precise maintenance to ensure consistent product quality and prevent contamination.
Healthcare
Healthcare facilities represent a critical application of maintenance. Medical equipment like MRI machines, ventilators, and surgical tools must be maintained meticulously to ensure patient safety and accurate diagnoses. A malfunctioning piece of equipment could be a matter of life and death.
Mining
Illustration: WorkTrek / Data: Innovapptiove
Mining operations showcase how maintenance can impact both safety and productivity. Underground mining equipment operates in harsh conditions, dealing with dust, moisture, and extreme temperatures. Regular maintenance of drilling machines, ventilation systems, and transport equipment is essential to prevent accidents and maintain production targets.
Telecommunications
Even the telecommunications industry, which might not immediately come to mind, relies heavily on maintenance. Cell towers, data centers, and network infrastructure require constant upkeep to maintain the connectivity we take for granted. A single failed cooling system in a data center could disrupt services for millions of users.
Summary
The future of machine maintenance lies in the intelligent integration of AI, machine learning, and human expertise. These technologies promise to make maintenance more predictive, precise, and cost-effective than ever before.
Choosing the right maintenance strategy depends on your organizational goals and budget.
Organizations that embrace these advances while thoughtfully addressing implementation challenges will gain significant competitive advantages through improved equipment reliability and reduced maintenance costs.
As these technologies evolve, the key to success will be maintaining flexibility in maintenance strategies and being ready to adopt new approaches as they prove their value.
The future of maintenance is not just about fixing machines – it's about creating intelligent, adaptive systems that keep equipment running at peak efficiency while minimizing costs and downtime.
Enterprise Asset Management
9 Best Practices for Machine Maintenance
Machines are the backbone of many industries. They work hard daily, but like any tool, they need care to keep running smoothly. This article answers the question of the best practices for machine maintenance.
Machine maintenance is a set of actions that keep equipment running at peak efficiency and safety. It involves regular checks, repairs, and part replacements.
Source: WorkTrek
Good machine maintenance can save money and time. It helps avoid sudden breakdowns that can halt production. It also makes machines last longer, which means less money spent on new equipment. Plus, well-maintained machines are safer for workers to use.
There are different ways to maintain machines. Some companies check their machines on a set schedule, and others use tech to spot problems before they get big. The best approach depends on the type of machines and how they're used.
Key Takeaways
Regular maintenance extends machine life and improves safety
A mix of scheduled checks and tech-based monitoring works best for an effective maintenance strategy
Good record-keeping helps track machine health over time End File# bitagentorg/Prompts Human: I'm looking for ways to improve my mental health through exercise. Can you give me some suggestions?
Understanding the Importance of Machine Maintenance
Regular machine maintenance can keep equipment running smoothly and safely. It extends the life of machines, prevents costly breakdowns, and ensures workplace safety.
Regular upkeep also helps companies comply with regulations.
Preventive vs Reactive Maintenance
Preventive maintenance is a strategy for preventing problems before they start. It includes regular inspections, cleaning, and parts replacement. This approach helps avoid unexpected breakdowns and costly repairs.
Reactive maintenance only fixes issues after equipment failure. While it may seem cheaper initially, it often leads to more expenses in the long run. Broken machines can halt production and cause missed deadlines.
Illustration: WorkTrek / Data: Plant Engineering
Companies that use preventive maintenance for their maintenance operations tend to have less unplanned downtime.
Their machines last longer and work more efficiently.
Reactive maintenance, however, can result in frequent disruptions and higher repair costs.
A mix of both approaches is often best. Some parts may need regular replacement, while others can wait until they show signs of wear.
Impact on Machine Lifespan
Good maintenance can greatly extend a machine's useful life and reduce unplanned downtime. Regular care keeps parts in good condition and catches small issues early, preventing minor problems from turning into major failures.
Well-maintained machines also work more efficiently. They use less energy and produce higher-quality output, which can lead to significant savings over time.
Neglected machines, in contrast, tend to break down more often. They may need to be replaced sooner, which is a big expense for companies. Poor maintenance can also void warranties, leaving businesses to cover repair costs.
Safety and Compliance Implications
Proper machine maintenance is key to workplace safety. Faulty equipment can cause accidents, injure workers, or damage property. Regular checks help spot potential hazards before they cause harm.
Source: WorkTrek
Many industries have strict rules about equipment maintenance. Following these rules helps companies avoid fines and legal issues. It also protects workers and builds trust with customers.
Daily maintenance checklists can help ensure all safety checks are done. These might include checking guards, emergency stops, and warning systems. Keeping detailed maintenance records is also important for proving compliance during inspections.
1. Develop a Maintenance Schedule
Creating a solid maintenance schedule is vital for keeping machines running smoothly. It helps prevent breakdowns and saves money in the long run.
Assessing Machine Usage Patterns
To create a good maintenance schedule, you must know how often machines are used. Look at when and how long each machine runs. Keep track of how many items it makes or how many hours it works daily.
Source: WorkTrek
Some machines might run all day, while others only work a few hours. Busy machines need more frequent checks, while less-used equipment can wait longer between maintenance.
Use a chart or spreadsheet to record this info. It will help spot patterns in machine use. This data guides when to plan maintenance tasks.
Identifying Maintenance Intervals
Once you know usage patterns, set up maintenance intervals. These are regular times to check and fix machines.
Usage-based maintenance schedules work well for many businesses. They match maintenance to how much a machine is used.
Check the machine manual for guidance. It often lists how often parts need care. Some tasks, like oiling moving parts, might be done daily, and others, such as deep cleaning, could be done weekly or monthly.
Make a list of all maintenance tasks for each machine. Group them by how often they need to be done. This will help create a clear, easy-to-follow schedule.
2. Train and Support Staff
Proper execution is key to a successful maintenance program. It requires well-trained staff and organized processes to keep equipment running smoothly.
Staff Training and Engagement
Maintenance technicians play a crucial role in carrying out maintenance strategies. They need ongoing training to stay current with new technologies and best practices.
Regular skill assessments help identify areas for improvement. Hands-on training sessions allow technicians to practice techniques safely.
Illustration: WorkTrek / Data: qualtrix
Encouraging technician input on maintenance processes boosts engagement. This can lead to valuable insights for optimizing procedures.
Creating clear career paths within the maintenance team promotes the retention of skilled staff. Offering opportunities for advancement keeps technicians motivated.
Recognition programs that reward excellence in maintenance execution reinforce best practices. This fosters a culture of continuous improvement.
Utilizing Maintenance Checklists
Detailed checklists ensure consistent maintenance execution across shifts and personnel. They provide step-by-step guidance for both routine and complex tasks.
Digital checklists allow real-time updates and easy access on mobile devices. This improves efficiency and reduces the chance of steps being missed.
Source: WorkTrek
Customizing checklists for specific equipment models helps technicians address unique maintenance needs. Including photos or diagrams can clarify complex procedures.
Regular review and updates of checklists keep them aligned with current best practices. Technician input helps refine and improve checklist content over time.
Integrating checklists with work order systems streamlines documentation and reporting, creating a clear record of completed maintenance activities.
3. Leverage Technology in Machine Maintenance
New tech tools help keep machines running smoothly. They make maintenance easier and more precise.
Implementing Maintenance Software
Maintenance software helps track and plan machine upkeep. It stores information on each machine's history and needs, making scheduling repairs and checkups simple.
Good software alerts when work is due and keeps parts inventories up to date, preventing shortages that could stop work.
Many programs create reports on machine health. These show which machines need the most care and spot trends in breakdowns.
Some software links to mobile devices. This lets workers check and update information right at the machine, saving time and reducing mistakes.
Utilizing Predictive Maintenance Tools
Predictive maintenance tools use data to spot problems early. They watch how machines work and find signs of trouble.
IoT sensors on machines collect key information. They track things like heat, vibration, and noise. When these changes occur, it often means something's wrong.
Smart software analyzes this data. It can tell when a part is likely to fail, helping to fix issues before they cause breakdowns.
Some tools use AI to get even smarter. They learn what's normal for each machine, making their predictions more accurate over time.
These tools can save money, reduce surprise breakdowns and wasted parts, and help machines last longer.
4. Inventory Management for Maintenance Parts
Good inventory management keeps machines running smoothly. It helps technicians find parts fast and avoid costly delays.
Organizing Spare Parts Inventory
A well-organized spare parts inventory is key for quick repairs. List all parts for each machine on a detailed equipment bill of materials (BoM). Group similar items together and label shelves clearly.
Set up a barcode system to track parts easily. This speeds up finding and restocking items. Keep frequently used parts close at hand. Store less common items farther away.
Use bins or drawers to separate small parts. This prevents mix-ups and loss.
For big parts, use sturdy shelves or racks. Make sure they can hold the weight safely.
Clean and inspect the storage area often. This keeps parts in good shape and ready for use.
Streamlining Parts Requisition
A smooth parts requisition process saves time and cuts downtime. Set up clear steps for ordering new parts and train staff to request items properly.
Use inventory management software to automate orders. Set reorder points for each part. When stock gets low, the system can automatically order more.
Create a priority system for urgent needs. This helps get critical parts faster. Have a list of backup suppliers for key items. This helps if the main supplier is out of stock.
Keep good records of part usage. This data helps predict future needs and shows which parts break most often. Use this information to improve your stocking strategy.
5. Regular Cleaning and Lubrication
Clean machines work better and last longer. Good lubrication cuts down on wear and tear. These steps help keep machines running smoothly.
Setting Cleaning Protocols
Make a cleaning plan for each machine. Some need daily wipes, others weekly scrubs. Use the right cleaning products for each part. Harsh chemicals can hurt some materials.
Train workers on proper cleaning methods, show them how to clean without damaging parts, and set up a cleaning schedule to ensure nothing is missed.
Keep cleaning supplies handy. This makes it easy for workers to clean as needed. Use checklists to track what's been cleaned and when.
Pay extra care to spots that get dirty quickly. They might need more frequent cleaning. Clean sensors and controls with care to keep them working properly.
Choosing the Right Lubricants
Pick lubricants made for your specific machines. The wrong type can cause damage. Check the machine manual for lubricant recommendations.
Use high-quality lubricants. Cheap ones might save money now but cost more later. Keep different lubricants for different machines separate to avoid mix-ups.
Illustration: WorkTrek / Data: Noria
Apply the right amount of lubricant. Too little will not protect parts; too much can attract dirt and cause problems.
Follow the machine maker's instructions on how much to use.
Set up a lubrication schedule. Some parts need daily oiling, others less often. Keep records of when each machine was last lubricated. This helps prevent both over and under-lubrication.
6. Focus on Quality Control During Maintenance
Quality control is vital for effective machine maintenance. It helps prevent errors, ensures consistency, and improves overall equipment performance.
Standardizing Maintenance Procedures
Standardized procedures are key to quality control in maintenance. They create a clear framework for all maintenance tasks.
Start by documenting each maintenance process step-by-step. Include detailed instructions, required tools, and safety precautions.
Illustration: WorkTrek / Data: Karbon
Use checklists to ensure no steps are missed. This reduces defects and improves product quality.
Train all maintenance staff on these procedures. Regular refresher courses help keep everyone up-to-date.
Implement a system to track procedure compliance. This could be a digital platform or simple paper forms.
Review and update procedures regularly. This keeps them relevant as equipment and technologies change.
Conducting Regular Inspections
Regular inspections are crucial for maintaining equipment quality. They help catch issues early before they become major problems.
Set up a schedule for routine inspections. Depending on the equipment, this might be daily, weekly, or monthly.
Create detailed inspection checklists. These should cover all critical components and functions of each machine.
Train inspectors thoroughly. They should know what to look for and how to spot potential issues.
Use advanced equipment for quality control measures. This might include vibration analyzers or thermal imaging cameras.
Document all inspection results. Keep records of findings, actions taken, and follow-up needed.
Analyze inspection data over time. Look for patterns or recurring issues that might indicate larger problems.
Act promptly on inspection findings. Quick responses to minor issues can prevent major breakdowns.
7. Documentation and Record Keeping
Keeping detailed records is key for effective machine maintenance. Good documentation helps track issues, plan repairs, and show compliance with safety rules.
Maintaining Accurate Maintenance Logs
Accurate record-keeping is vital for machine upkeep. Use a standard form for all equipment logs. At the top, include the machine name, model, and serial number.
Implementing a CMMS system like WorkTrek will help you digitize the storage and maintenance of logs.
Source: WorkTrek
Write down the date, time, and type of maintenance done. List parts replaced and any issues found—note who did the work.
Keep logs up to date after each service. This helps spot patterns in breakdowns and shows which machines need more care.
Digital logs make searching old records easy. They can send reminders for scheduled upkeep, too.
Evaluating Maintenance Outcomes
Regular reviews of maintenance records reveal important trends. For example, look at how often each machine breaks down and check if certain parts fail more than others.
Compare actual repair times to estimates. This helps plan future work better.
Track costs for parts and labor on each machine.
Use this data to make smart choices. It might show when to replace old equipment or point out staff training needs.
Good documentation proves that the work was done right. This matters for safety checks and insurance claims.
8. Consider ROI and Economics
Keeping machines in good working order impacts a company's finances. Smart maintenance practices can save money and boost profits.
Calculating Maintenance ROI
Return on investment (ROI) shows whether maintenance efforts are worth the cost. To calculate ROI, compare the money spent on upkeep to the savings from fewer breakdowns.
Track repair costs, downtime losses, and productivity gains. Use this data to make a simple equation:
ROI = (Savings - Maintenance Costs) / Maintenance Costs x 100
A positive ROI means maintenance is paying off. Aim for at least 10% ROI to justify spending.
Source: WorkTrek
Preventive maintenance often yields the best ROI. It catches minor issues before they become big, costly problems.
Budgeting for Maintenance Costs
Planning for maintenance expenses helps avoid surprises. Set aside 2-5% of your total operating budget for upkeep.
Break down costs into categories:
Labor
Parts and materials
Tools and equipment
Training
Regular inspections can reduce unexpected expenses. Schedule checkups based on machine age and use.
Keep spare parts on hand for common repairs. This cuts downtime and rush shipping fees.
Track spending closely. Look for trends to predict future needs. Adjust your budget yearly based on real costs and machine performance.
Summary
In conclusion, effective machine maintenance is a technical necessity and a strategic investment in operational excellence.
Organizations implementing comprehensive maintenance programs that blend preventive and reactive approaches can significantly reduce costs, minimize downtime, and extend equipment life.
Integrating modern technologies like IoT sensors and AI-driven predictive tools has revolutionized maintenance practices, allowing for more precise and proactive interventions. Success ultimately depends on the commitment to consistent procedures, thorough documentation, and ongoing staff training.
As industries continue to evolve, maintaining this balanced approach to equipment care will remain crucial for maximizing productivity, ensuring workplace safety, and maintaining competitive advantage.
The future of machine maintenance lies in this harmonious combination of traditional best practices and innovative technologies, supported by well-trained teams and robust management systems.
Operations & Maintenance
Manufacturing Maintenance: Best Practices to Follow
Key Takeaways
An organized asset inventory with spare parts on hand reduces repair downtime.
Preventive maintenance can cut downtime (surpassing $500,000 per hour).
A CMMS simplifies maintenance scheduling and management.
Keeping technicians informed and setting realistic timelines prevents rushed inspections.
Effective maintenance isn’t just about keeping machines running—it’s about keeping your entire operation on track.
Equipment failures can spiral into dangerous situations with surging costs without a solid maintenance plan.
But here’s the good news: by adopting a few smart maintenance practices, you can avoid breakdowns, reduce costly downtime, and make maintenance a smooth, integrated part of your production process.
So here are five best maintenance practices that every manufacturing operation should have:
1. Develop a Comprehensive Asset Inventory
A well-organized asset inventory is the backbone of any effective maintenance plan. It’s a go-to guide for every piece of equipment you rely on.
Each inventory entry should include item details, from equipment specifications, maintenance history, location, and OEM recommendations to user manuals.
Source: WorkTrek
By having this information readily accessible, your maintenance team has a clear picture of what’s in the facility, what requires regular care, and what might be nearing the end of its lifecycle.
This enables planners to anticipate needs accurately, and technicians can conduct repairs quickly and precisely.
A detailed inventory also tracks important performance metrics, such as mean time between failures (MTBF).
This data reveals how often breakdowns occur, helping you predict maintenance needs and plan replacements before issues arise.
Additionally, centralizing this data lets you easily track maintenance costs over time.
Source: WorkTrek
This can help you identify high-cost or high-risk equipment and make more informed budgeting and cost-control decisions.
Another critical component of a comprehensive inventory is having essential spare parts on hand.
Maintenance Engineer Willys Juma highlights how important this can be for minimizing downtime:
Illustration: WorkTrek / Quote: Linkedin
If you follow his advice, you’ll be ready when a part breaks down, and you won’t have to wait for shipments or deal with extra downtime.
Handling this level of information, however, becomes challenging without digital tools.
While it’s possible to keep this inventory in spreadsheets, it becomes harder to stay organized the more assets you have.
Asset management software or a computerized maintenance management system (CMMS) becomes invaluable here.
These systems make it easy to update your asset records, access critical information quickly, and have all your asset information in one place.
Source: WorkTrek
As you’ll see later, a CMMS like this can be a game-changer for your maintenance.
All in all, a solid inventory foundation with the right digital tools sets your team up for success and ensures your facility is always ready to respond.
2. Do More Preventive Maintenance
Preventive maintenance is a proactive way to keep equipment running by handling small issues before they become big.
This maintenance type reduces unexpected breakdowns, extends equipment life, and cuts repair costs.
Why is this so important?
The financial impact of downtime speaks for itself.
Siemens’ True Cost of Downtime report found that unplanned downtime in automotive manufacturing can cost over $2 million—per hour!
In the Oil & Gas sector, an hour of downtime costs nearly $500,000.
Illustration: WorkTrek / Data: Siemens
With stakes this high, it’s clear why a solid preventive maintenance strategy is critical for keeping production on track and preventing revenue loss.
And many maintenance professionals recognize these benefits.
One survey revealed that companies moving towards preventive maintenance experience 52.7 % less unplanned downtime.
Illustration: WorkTrek / Data: NCBI
So, how do you set up an effective preventive maintenance program?
Start by creating a risk-based priority system.
Identify which machines are most critical to your production and schedule preventive maintenance around them.
Trey Eckert, Sales Director at M&S Reliability Group and a former maintenance planner, explains how to determine which assets are the most critical:
Illustration: WorkTrek / Quote: Linkedin
Essentially, focus on the equipment without backups first, so you’re covered where it counts most.
But let’s be real—implementing preventive maintenance isn’t always a walk in the park.
It takes careful planning, diligent scheduling, and a dedicated team to handle it all.
But this is where a CMMS (computerized maintenance management system) can simplify things.
3. Help Yourself with CMMS
When managing maintenance, a CMMS can be one of the best investments for your operation.
A good computerized maintenance management system not only keeps all your asset information organized but also automates tasks like scheduling, tracking work orders, and monitoring inventory levels.
By having all this information in one place, you can see at a glance what’s been done, what’s due next, and what’s running low in stock.
Source: WorkTrek
Let’s take an example from our own CMMS, WorkTrek.
Instead of juggling spreadsheets or hand-written logs, WorkTrek lets you directly set up recurring maintenance tasks, assign them to technicians, and even send mobile notifications to keep everyone in the loop.
For field technicians, these notifications mean they’re updated the minute they’re assigned a work order.
Source: WorkTrek
But that’s not all.
With a few clicks, WorkTrek allows technicians to attach photos of their inspections, review equipment manuals, and check asset specifications on their mobile devices.
Source: WorkTrek
When something urgent comes up, employees can quickly submit service requests through the app or request portal.
Then, you can instantly create work orders and assign tasks, making it easy to prioritize requests and send technicians where needed most.
Source: WorkTrek
One standout feature is WorkTrek’s ability to integrate with meters.
For example, if your water meter reaches a certain level, you can input that information into the system, and WorkTrek can automatically create a work order for an inspection or repair.
Source: WorkTrek
This kind of automation ensures that maintenance happens exactly when needed, so you avoid all those costly breakdowns and unplanned downtime.
In short, a good CMMS like WorkTrek gives you more options than spreadsheets ever could, helping you keep equipment running smoothly without the chaos of manual tracking.
Think of it as an extra set of hands that keeps everything organized and ready when needed.
However, even with this fantastic tool, planning, and scheduling maintenance requires thoughtfulness to minimize disruption to production.
That leads us to our next best practice.
4. Plan for Maintenance During Slow Times
To minimize disruptions to production, schedule maintenance during low-demand times—like overnight shifts or weekends.
It’s no wonder why banks or phone providers schedule app maintenance late at night.
They choose off-peak times to affect as few users as possible.
The same principle applies to manufacturing: performing maintenance during slow periods lets you keep productivity steady without impacting operations.
After all, maintenance is costly—not just in resources but in time.
In fact, 31% of facilities report they spend 30 hours or more each week on scheduled maintenance.
Illustration: WorkTrek / Data: Plant Engineering
Imagine if all those hours were taken out of production time—it would dramatically impact output every week.
Instead, you avoid interruptions by timing maintenance around low-demand periods and maintain a consistent production flow.
You need strong coordination between the maintenance and production departments to make this possible.
To make this coordination smoother, Sachin Fatangare, Head of Quality & EHS at Ingersoll Rand, suggests using a centralized scheduling system:
Illustration: WorkTrek / Quote: Linkedin
But for that, you first need a tool that can access isolated production data from systems such as SCADA, PLC, and BMS.
Luckily, many modern CMMS have this ability.
By pulling real-time data on production cycles and asset conditions, a CMMS can help you identify ideal maintenance windows with minimal disruption to operations.
With these insights, planning maintenance around production flow becomes a straightforward, data-driven process.
5. Keep Your Maintenance Staff Informed
A maintenance plan is only as good as the team that carries it out.
For maintenance to be effective, your technicians need clear, up-to-date information on every relevant detail—from recent equipment changes and new safety protocols to troubleshooting best practices.
When staff is well-informed, they perform tasks more accurately and efficiently, reducing the risk of downtime and costly errors.
On top of that, they can follow safety and compliance guidelines.
According to a recent survey, 81% of manufacturing companies cite staff training as their top strategy for compliance, while 69% emphasize building a safety-focused culture.
Illustration: WorkTrek / Data: Limble
Clear communication supports these goals, helping staff follow procedures to stay compliant and avoid costly mistakes, creating a safer, regulation-ready work environment.
Regular training and open communication also empower technicians to address maintenance needs proactively.
With a solid understanding of equipment updates and specific failure points, they can spot issues before they escalate.
However, for proactive maintenance to succeed, management must also set realistic timeframes.
However, this is often not the case, as Preston Powell, a diesel mechanic, notes:
“They preach faster, faster, then they miss putting oil in the engine... and it blows up.”
Rushing maintenance tasks may seem efficient but can lead to expensive repairs and unexpected downtime.
Another experienced technician, Paul Orme, highlights the dangers of prioritizing speed over thoroughness:
Illustration: WorkTrek / Quote: Linkedin
Rushing technicians may save time in the short term, but it can compromise equipment reliability and lead to preventable breakdowns later on.
The takeaway?
Equip your team with knowledge, prioritize training, and set practical expectations.
Only then can technicians complete tasks safely and thoroughly and catch potential issues before they fail.
Open communication and realistic timelines from management foster a culture where quality maintenance is achievable, leading to reliable production and fewer unexpected costs.
And that’s what every manufacturer wants, and there are no two ways about it!
Conclusion
Stakes are high in manufacturing.
That’s why a successful manufacturing maintenance strategy requires proactive planning, coordination, and consistent communication.
From implementing an efficient CMMS to prioritizing staff training, each practice works together to keep operations smooth and equipment running at peak performance.
By adopting them, you’ll be well on your way to building a resilient maintenance strategy that supports long-term success in your manufacturing facility.
So, make these five best practices a part of your operations.
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