Preventive Maintenance
Scheduled maintenance and training-driven PM templates
Job plans linked to PM schedules
Attach standard procedures by trade when you create a PM in Demo Builder. Browse the full library on Job Plans.
Training PM templates
Auto-generate PM tasks for electrical safety refreshers, onboarding, and certification renewals. Create new plans in Demo Builder.
Annual Electrical Safety Refresher
Bi-annual NFPA 70E refresher training and certification renewal for all electrical workers
electrical safety · bi-annual- Complete Arc Flash Fundamentals module
- Pass PPE Selection quiz (80%+)
- Complete Electrical LOTO module
New Hire Maintenance Onboarding
14-day onboarding sequence for new maintenance technicians
onboarding · monthly- Complete plant orientation module
- Review new hire handbook
- Complete Blue MMS Fundamentals course
LOTO Skills Refresher
Annual lockout/tagout recertification for authorized employees
skills refresher · annual- Review plant LOTO procedures PDF
- Complete LOTO scenario quiz
- Demonstrate LOTO on designated equipment
Panel Inspection Certification Renewal
Renew qualified person status for main electrical panel work
certification renewal · bi-annual- Complete panel inspection video module
- Review updated panel inspection checklist
- Pass panel safety quiz
PM schedules
Chiller quarterly inspection
Full system check including refrigerant levels, condenser cleaning
Job plans
- Chiller Condenser Coil Cleaning · maintenance
Next due
Jul 28, 2026 — Overdue
Air handler filter change
Replace all filters with MERV-13 rated filters
Job plans
- Motor Starter / Contactor PM · electrical
Next due
Aug 25, 2026
Boiler annual inspection
State-required annual boiler safety inspection
Job plans
- Pressure Transmitter Calibration Check · instrumentation
- Main Panel LOTO & Visual Inspection · electrical
Next due
Nov 1, 2026
CNC lubrication check
Check and top off all lubrication points
Job plans
- Centrifugal Pump Lubrication & Seal Check · maintenance
Next due
Jul 28, 2026 — Overdue