Maintenance task checklists
Checklists that record what was measured, not just that someone ticked a box.
MaintenanceIQ maintenance task checklists are reusable templates with typed checks: tick boxes, text or numbers, sliders, ranges, photos and files, attached to PMs and work orders. They help your technician capture the right reading at the machine and give your quality head a frozen record of exactly what was found.
The problem
A ticked box proves very little
Picture the paper checklist on a clipboard by the compressor. Every line is ticked. The oil level line is ticked. But what was the level? Was the belt tension inside its range or just checked? Was there a crack in the guard that someone noticed and did not write down?
Your quality head has to defend those sheets in an audit. Your reliability engineer wants the readings to spot a trend. Neither can do much with a column of ticks, and neither can be sure the sheet was not tidied up after the fact.
A good checklist asks for the right kind of answer to each check, captures it at the machine and then stays exactly as it was filled in.
Maintenance task checklists that ask the right question
Each task on a MaintenanceIQ checklist has a type. A safety guard check is a tick box. An oil temperature is a number. A belt tension sits on a slider or within a range. A worn part is a photo taken with the phone camera. A vendor service report is a file upload.
Your technician opens the job in the installable mobile app, often by scanning the machine's QR label, and works down the list at the machine.
- Checkbox for simple confirmations
- Text or number for readings and notes
- Slider and range for values with limits
- Photo with camera capture, and file upload
Build once, use everywhere
One template feeds every job that needs it, so the same check is done the same way across shifts and sites.
On every PM instance
Each preventive maintenance schedule carries a checklist, and every PM it spawns gets its own copy to fill in.
How: Templates fanned out to PM instances.
Learn moreOn work orders
Corrective, inspection and emergency jobs can carry the steps your team must follow.
How: Task checklists attached to work orders.
Learn moreFrozen on completion
Once the run is completed, the values captured are the values kept. Nobody tidies the sheet later.
How: Completed checklist runs are frozen, and every write is in the audit log.
Photos from the floor
Your technician shows the condition of the part instead of describing it.
How: Photo tasks with camera capture in the installable mobile app.
Learn moreReady for the auditor
Your quality head pulls the checklist history instead of a box of paper.
How: The Checklist Records section of the compliance evidence pack, with who, when and status on every row.
Learn moreStarter packs for food plants
Food plants start from curated sanitation, pre-op, changeover and PM checklists rather than a blank page.
How: One-click food template packs on the Food Production plan.
Learn moreA daily conveyor inspection
Worked example (illustrative)
Your maintenance lead builds a daily inspection template for the CV-03 conveyor (illustrative machine) with six tasks. It is attached to a daily PM, so every day's instance gets a fresh copy.
This morning the technician records a belt tension of 52 on a range of 40 to 60, a motor temperature of 71 degrees against a limit of 75, and a photo of a frayed belt edge.
| Task | Type | Recorded today |
|---|---|---|
| Guards in place | Checkbox | Done |
| Belt tension | Range, 40 to 60 | 52, inside range |
| Motor temperature (degrees C) | Number | 71, which is 4 below the limit of 75 |
| Belt edge condition | Photo | 1 photo, fraying on the left edge |
| Noise level | Slider, 1 to 5 | 2 |
| Notes | Text | Belt edge to be checked again tomorrow |
When the run is completed it freezes. Tomorrow's instance asks the same six questions, so a week of runs shows whether the temperature is creeping toward its limit and whether the belt edge got worse.
Checklists across the plant, not only maintenance
The same typed checklist is what makes other modules work. Food plants use it for sanitation and allergen changeovers. Plants with the EHS module licensed run safety inspections from inspection checklist templates.
If a reading belongs on a trend with limits and alerts, such as a vibration or bearing temperature you want to watch every hour, record it as a condition monitoring parameter instead. Checklists capture what was found on a job. Condition monitoring watches a value over time.
Frequently asked questions
What kinds of checklist tasks are supported?
Checkbox, text or number, slider, range, photo with camera capture, and file upload. Templates are reusable and fanned out to the PMs and work orders that need them.
Can a checklist be edited after the job is closed?
No. Completed checklist runs are frozen, so the values captured are the values kept, and every write is in the audit log.
Can my technician add a photo to a checklist?
Yes. A photo task opens the camera on the phone or tablet in the installable mobile app, and the picture is stored on the checklist run.
Do checklists appear in audit evidence?
Yes. The compliance evidence pack has a Checklist Records section with who, when and status on every row.