Maintenance forms: the handful of maintenance form template sheets a small team needs, what each records, and how they fit together as one record

Updated

Maintenance forms multiply until nobody fills them, so this page lists the handful a small team actually needs and what each records. A maintenance form template is only worth printing if a specific person fills it at a specific moment and somebody reads it afterwards, and by that test most sites need four: the register, the work order, the checklist and the log. Each is described below with the moment it is filled, and the printable versions on this site are named where they exist.

The asset register form

Filled once per asset when it arrives, and updated when it moves or is scrapped. Asset number, name, make and model, serial, location, criticality, the strategy chosen, meter type if any, and the spares held. It is the form everything else refers to, and a site without it has work orders against things nobody can find. The maintenance log worksheet on this site has the register as its first columns.

The work order form

Filled per job, by the requester at the top, the technician in the middle and the supervisor at the close: asset, type, priority, times, findings, parts, hours, follow-up. It is the form the history is made of, and the maintenance work order template worksheet on this site prints it with the fields that matter. Every figure on a maintenance dashboard comes from this form filled honestly.

The checklist

Filled per preventive task, at the machine: each item a check or a measurement with a limit and a findings column. One per asset class per interval, attached to the work order. The forklift maintenance checklist worksheet on this site is the daily one for that class, and the preventive maintenance checklist template page explains how to write the rest.

The log, and how the four fit

The log is the monthly summary: one row per work order with the type, the asset, the due and done dates, the hours and the findings, from which the reactive share, compliance and the repeaters are read. On paper it is a spreadsheet the supervisor fills from the work orders; in a CMMS it is the work order list itself. Register, work order, checklist and log are the four records a CMMS holds, and a team that keeps them on paper has the programme without the software.

Questions people ask about maintenance forms

Do I need a separate request form?

Only if requesters are not the people who fill work orders. A request pad by the line feeding the supervisor's work order is the usual small-team shape.

What about a parts form or a purchase form?

Spares and purchasing are outside this hub's charter; the work order records parts used by number, and stores keeps its own record.

Should forms be on paper or a phone?

Paper works for a small team that files by asset and sums monthly. The phone adds the history at the machine and the reporting; the fields are the same.

Sources

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