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Free checklist

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Stop scheduling PM work that isn't ready.

A free, printable PM work order planning checklist for maintenance planners in oil & gas and petrochemical plants. Mechanical and I&E.

What's inside

  • Work order readiness: scope, labor, sequencing, attachments, walkdowns
  • Materials: components, stock checks, kitting and staging
  • Permits and isolation: LOTO, gas testing, SIS bypass authorization, electrical work classification
  • Scheduling readiness: equipment release, multi-craft coordination, due dates and tolerances
  • Task list and maintenance plan basics: packages, counters, call horizons, with related transactions and sources
  • Mechanical specifics: rotating and static equipment
  • I&E specifics: calibration, SIS proof tests, control valves, MCCs, relays, motors, UPS
  • Close-out: confirmations, readings, findings and task list feedback

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Built from scratch with generic plant examples. Independent, not affiliated with SAP SE.

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