Maintenance checklists are essential documents for teams, especially in the industrial field. They can be used either as a guide for the technicians who carry out the interventions, or as a means of collecting useful information for the managers for the analysis, or as an organizational tool for the safety and efficiency of the maintenance.
In the Mobility Work CMMS, a maintenance checklist can be associated to a particular task or to all the tasks of the same maintenance plan. The technicians have an easy and immediate access to these lists, directly from any connected device (computer, tablet or smartphone).
Here are some tips on how to develop your checklists to improve your maintenance processes, ensure the safety of your teams and guarantee the quality of their interventions.
Digitize your maintenance checklists
Digitizing documentation has a number of advantages in terms of accessibility, reliability and security. The writing and use of checklists in digital format can facilitate the feedback of information.
While following the steps of the checklist to do his work, the maintenance technician can record in his CMMS tool important information such as observations, levels, etc. The feedback of his information to the managers is thus more reliable and faster, and they thus have a decision-making tool, whether it is a question of considering the replacement of a means of production or of making changes to the maintenance procedure itself if it is judged inadequate.
The use of digital media for maintenance checklists also avoids the disadvantages of paper documentation, such as the difficulty of updating, the risk of loss or destruction and the inconvenience for the technician.
A maintenance checklist in the CMMS
Taking users into account
When writing a maintenance checklist, one must always keep in mind the needs of the users. This implies not only a knowledge of the business and the equipment concerned, but also a direct feedback to the personnel who will perform the maintenance interventions. Only then will the checklist meet their needs, both in terms of content and form.
Write simple and effective maintenance checklists
For a checklist to be an effective reference document for the user, it must be both clear and free of superfluous content. By including only the instructions that the service technician needs to carry out his tasks, it is easier for him to understand and thus prevents misinterpretation and handling errors.
The rule is simple: concise and relevant sentences to best guide the employee, especially if he is a newcomer.
