The purpose of Preventive Maintenance is to maintain the high availability of technical systems, for example production equipment & assets, in the long term. This systematic servicing of equipment to reduce the possibility of failure and downtime. It improves upon your ROI and helps in maximum productivity in turn delivering business growth. The system allow the setting up of these maintenance activities with:-

  • regular inspections of equipment due to legal requirements, quality insurance or technical requirements
  • periodic maintenance of technical objects

This can be used to:-

  • store activities to be performed, in the form of maintenance task lists
  • define the extent of preventive maintenance and inspection work to be performed
  • define the frequency of these recurring activities with time-based and/or counter-based criteria


Click on the headings in blue shown below to get the details for each Preventive Maintenance topics.

3.1 Task List

Maintenance Task Lists describe the sequence of individual maintenance activities which must be executed in a repair or maintenance job.

Task lists can be specific to a Piece of Equipment, to a Functional Location,  or can be generic (General Task List).

Task list are useful for repetitive jobs, they allow to easily create the work order used to carry out each individual repair/job. They are mostly used in planned maintenance, but can also be used in regular (unplanned) maintenance.

3.2 Maintenance Strategy, Item & Plan

Strategy - It defines the criteria/rules for the sequence of planned maintenance work. It contains general scheduling information, and can therefore be assigned to as many maintenance task lists (PM task lists) and maintenance plans as required. A maintenance strategy contains maintenance packages in which the following information is defined:

    • The cycle in which the individual work should be performed. For instance, every 100 operating hours, every three months, etc.)
    • Extra data which could affect scheduling

Item - A maintenance item describes which tasks should take place regularly at a technical object or a group of technical objects. Of course, you can assign as many maintenance items as you want to a maintenance plan. But it will always automatically contains at least one item.

Plan - Maintenance plans describe the dates and scope of the tasks. You can create maintenance plans for the technical objects in your company, thereby ensuring that your technical objects function optimally. You will create a maintenance plan for both functional locations and equipment.


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