OBO - Maintenance Management Audit Checklist

1. Do we have simple, clear-cut Work Order forms and work management and control procedures?

2. Are processed work requests classified as to maintenance, repair, alterations, or improvement?

3. Does the Work Request form have a "date wanted" space used of realistic dates and not for "at once", "as soon as possible", "rush", etc.

4. Is each Work Order cost estimated in terms of man-hours by craft, and materials required, for each Work Center's operations?

5. Are the materials, supplies, and parts required for the job listed, on a Bill of Materials, prior to starting work on each Work Order?

6. Are Critical Path Scheduling Techniques used for large Work Orders (those over 40 man-hours in duration) ?

7. Are Work Center scheduling procedures used by craft and trade Foremen to lay out an advance days work for each craftsman each day?

8. Are process charts maintained for large Work Orders during execution (those over 40 man-hours)?

9. Are Work Order completion dates promised and met?

10. Are equipment, systems, and machinery Preventive and Predictive Maintenance records maintained for all items?

11. Do Preventive and Predictive Maintenance records show original and upkeep items for each item of equipment, systems and machinery?

12. Are equipment, systems, and machinery maintenance and repair costs and data analyzed for the purpose of eliminating repetitive repairs?

13. Are equipment, systems, and machinery inspected at fixed intervals?

14. Is lubrication work laid out on a route basis?

Are oil changes "called out" systematically by the CMMS?

15. Is a Work Request initiated as soon as a repair is needed?

16. Is man-hour by craft backlog developed each week?

Is this data reviewed weekly for necessary corrective actions as required?

17. Can we predict, in advance, the need for manpower additions or cutbacks?

For overtime?

For outsourcing?

18. Is the required number of craft man-hours reserved and scheduled for routine inspection tours?

19. Is the Storeroom's Work Order Materials Staging Area managed by an Inventory Control System as a module in the CMMS?

20. Have the Storeroom's Work Order Materials stock items been reviewed, during the last six months, and obsolete items been disposed of?

21. Have the various Work Centers' materials "Gold Piles" been reviewed during the past six months, and actions taken update the items, including disposing of obsolete items?

Has a Storeroom Stock catalogue been published showing an up-to-date inventory listing? Is it updated monthly?

22. Are the maintenance facilities, tools, and equipment food enough to do a first-class maintenance job?

23. Is time lost by craftsmen having to walk to and from Storeroom's to obtain required materials?

24. Do maintenance managers and supervisors meet at least once a week to discuss plans, progress, and problems?

25. Do maintenance supervisors report to the Work Control Manager actual conditions found in buildings, during maintenance work performance, that differ from conductions described on building plans? This information and data are required to aid the Facility Design Manager to keep "as-built drawings" up-to-date.

26. Do weekly Work Order reports compare actual work performance with planned work performance based on engineers performance standards?