How to do Preventive Maintenance?

Manutenção Preventiva

The prevention and correction of possible failures in equipment avoid unnecessary damages and risks of interruption of operations. For this reason, we explain in this article what it is and how to do Preventive Maintenance.

Planning is the biggest advantage of Preventive Maintenance, as companies realize a substantial improvement in business operations. Examples include increasing productivity, reducing parts and transportation costs, and reducing lost time in emergency response and failures resolution. On the other hand, corrective and unplanned interventions, although necessary, may have several (direct or indirect) associated costs that can be avoided.

Planning repairs and monitoring equipment is often the most appropriate way to prevent disruption of activities and, ultimately, customer discomfort or dissatisfaction. This is an effective method for companies to control and ensure the full operation of their equipment without the need to shut them down or even lose them due to lack of proper maintenance.

How to do Preventive Maintenance?

1. Choose the right people

Before starting the Preventive Maintenance plan, it is important to ensure the inclusion of the right people in the process. Qualified technicians, capable of solving any problems that will appear over time, should be the ones to carry out the periodic monitoring. Communication and feedback among the team are also important points.

2. Create work plans

The work team should define the equipment in which it makes sense to apply Preventive Maintenance, namely those that have a critical function in the business and whose costs involved in an eventual repair are considered far superior to the regular inspections and preventive techniques.

This inventory of assets and creation of work plans may be supported by maintenance management software such as Infraspeak and should include information such as equipment model, serial number, basic specifications and capabilities, category, among others. Assets can also be categorized, for example, by location, type of equipment, supplier and technician.

3. Define goals

The information collected on the assets will be the basis for tracking costs and determining if/when equipment needs to be repaired or replaced. It is therefore advisable to point out the current condition of the equipment and classify its level of priority in relation to the general status of the operations.

Preventive Maintenance requires definition of goals and KPI’s about the work plans, which must be consulted and analyzed. The manager must also follow the occurrences, the percentage of compliance and their status and easily access the next scheduled work.

It should be noted that preventive interventions should always be planned, that is, all stages of implementation must be well defined, taking into account aspects such as materials, labor required and even the hiring of specialized external services. In this way, no unforeseen events can occur in Preventive Maintenance. These will always be categorized as corrective actions.

4. Organize operations

Preventive interventions require many documents, such as spreadsheets, equipment lists, implementation reports, readings and measurements, among others. To simplify the work, these documents can be generated with the support of maintenance management software.

In Preventive Maintenance, the steps of the intervention must always be carried out according to a schedule and/or with indexes of operation of the asset. The review period, for example, will be based on historical or manufacturer recommendations.

In addition to systematic equipment reviews, Preventive Maintenance includes periodic lubrications, inspection plans, calibration plans, among other points that will depend on the type and status of the asset.

5. Track in real-time

In order to carry out Preventive Maintenance, detailed plans must be created by intervention, which automatically defines its estimated duration. In addition, the manager must track their execution in real time to be aware of the availability of technicians and to better manage the team and the proper interventions.


Preventive Maintenance allows regular monitoring of the condition of the equipment and when and what to repair or replace. Costs are always closely monitored for a greater use of the investment and a detailed management of the operations.

Check also our article on how to prepare a Preventive Maintenance Plan (PMP).

2018-04-04T16:48:52+00:00 By |Preventive Maintenance|