Completing a Preventative Maintenance Checklist

Completing a Preventative Maintenance Checklist

The ProFile system will automatically create new preventative maintenance checklists based on the templates in place at the plant. For more information about preventative maintenance checklists, please review the document "Preventative Maintenance Overview."

PM Checklists that are assigned to specific asset classes can be found on the PM Checklist Tab of any asset of that particular class.

To Complete a Preventative Maintenance Checklist

1. Click the "Assets" button on the left hand navigation bar.

2. Click the "Asset ID" you want to complete the PM checklist for.

3. Navigate to the "PM Checklists" tab.

4. Fill in any custom fields.

5. For each checkpoint on the preventative maintenance checklist, click "Yes," "No," or "N/A" depending on whether the checkpoint passed, failed, or isn't applicable. You can also leave a comment.

6. Optionally you can add additional comments, or upload file attachments.

7. Verify that the information on the form is correct and click the "E-Signature" checkbox to verify that the information entered on the form is correct.

8. Then click on "Submit" if you are done or "Save as Draft" if you want to submit the form at a later time.

Complete PM Checklist Instance Permissions

This chart illustrates the default role/permission configuration for the ProFile application. A green check means that the role is allowed to perform the action. A red circle means that the role cannot perform the action. Note that your experience may vary, as these roles are customizable. Please contact support if you have any specific questions.