PM AUDIT/REVIEW PROCEDURE

Process Overview/Background A salaried individual is assigned the responsibility to randomly select a PM or work order that has been executed in the current or previous week. Visit the site with the craftsman who executed the PM, observe the quality of PM execution and criteria, and solicit craftsman feedback. Goals 1. Ensure the PM task is clearly written it answers the following: a. What is to be done? b. How is it to be done? c. What are the acceptable standards, conditions or limits? d. What should be done if the standards, limits, or conditions are out of specification? e. Are there safety concerns? 2. Ensure the PM task is understood by the maintenance technician or operator 3. Ensure the PM is performed to the stated criteria 4. Identify any obstacles or barriers to execution of the PM 5. Ensure craftsmen feedback is acted upon Process 1. Create a weekly PM that initiates the weekly PM audit (ensure a supervisor is responsible for the PM task) and the following steps: These steps could appear as the tasks on the PM audit work order generated each week or month a. Randomly select a PM or work order that has been executed in the current or previous week. b. Schedule time with the craftsman who performed the PM work order to visit the job site. Ensure equipment location description was clear c. Evaluate two tasks from the PM work order for quality of execution Was it clear to the craftsman What is to be done? Ensure all Bill of Material requirements are correct Were all required parts kitted prior to work execution? Did the craftsman understand How is it to be done? Was the task complete to an acceptable level? Did the craftsman understand what to do if the deterioration was found? Are there safety concerns and a clear understanding of lockout/tagout procedures?

[B-2 PM Audit Procedure rev1 3a.doc]

Copyright 2009 Marshall Institute Inc.

d. Discuss with craftsman obstacles on these or any other tasks on the PM work order. Note any obstacles to PM execution discussed: ____________________________________________________ ____________________________________________________ ____________________________________________________ e. Discuss with craftsman any missing or non-value added PMs encountered during the execution Note any changes to the PM discussed: ____________________________________________________ ____________________________________________________ ____________________________________________________ f. Discuss with production (operator or supervisor), their overall satisfaction with the PM execution Did we start up on time? Were all materials cleaned up after work execution? Did we introduce additional maintenance related issues? Did we properly notify production of the work completion? Rank production satisfaction on a scale from 1 to 5: i. Ranking for Overall PM Execution: ____ ii. If you rank under a 3, discuss with maintenance ways to improve g. Follow up with any required PM changes in the work order system.

[B-2 PM Audit Procedure rev1 3a.doc]

Copyright 2009 Marshall Institute Inc.