Summary
In short
- An alignment and balance record is a record used in KnowMaintain that records shaft alignment or rotor balancing work, with before and after readings. It is built against ISO 55001 cl.8.1 and forms part of the Reliability and Predictive Maintenance programme.
- Completed after any coupling or rotor work. Carried out by a trained technician.
- The template holds 45 fields across 5 sections.
- Scoring is within tolerance, where high is good.
- ISO 55001 is asset management systems. The international standard for getting value from physical assets across their whole life. Underpins the maintenance templates.
- It connects to the rest of the library: links Vibration, Work orders.
What it is
What it is
What is an alignment and balance record?
An alignment and balance record is a record used in KnowMaintain that records shaft alignment or rotor balancing work, with before and after readings. It is built against ISO 55001 cl.8.1 and forms part of the Reliability and Predictive Maintenance programme.
When is an alignment and balance record completed?
An alignment and balance record is completed at the moment the event happens, rather than reconstructed afterwards. Completed after any coupling or rotor work.
When to use it
When to use it, and when not to
This record is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this record covers has occurred, or is about to
- The workspace is being set up, or the register needs an entry added or retired
- You are running the Reliability and Predictive Maintenance programme and this is one of its steps
- A linked record needs this one to exist: links vibration, work orders
Not for
- Motor Current Signature Analysis, which analyses motor current to find rotor bar, air gap and load faults without stopping the machine.
- Lubrication Route Record, which records the lubrication round, with what was applied where, how much, and any condition observed.
- Condition Monitoring Route Plan, which sets which assets are monitored, by which technique, at what interval and against which alarm limits.
- Anything outside KnowMaintain, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 55001Asset management systems
The international standard for getting value from physical assets across their whole life. Underpins the maintenance templates.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the alignment and balance record template based on?+
It is built against ISO 55001 cl.8.1. ISO 55001 is asset management systems. The international standard for getting value from physical assets across their whole life. Underpins the maintenance templates. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the alignment and balance record contain?+
There are 5 sections: header, before, after, balancing, result. Together they hold 45 fields, 31 of which are required.
How many alignment and balance record records should we have?+
This is a singleton. One record per workspace, set up once and maintained, rather than one per event. Other templates refer back to it.
Which programme does the alignment and balance record belong to?+
It is part of Reliability and Predictive Maintenance. Intervals set by failure behaviour rather than by the calendar.
How is an alignment and balance record scored?+
Scoring is within tolerance. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the alignment and balance record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the alignment and balance record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowMaintain — asset maintenance. Work orders, planned maintenance, calibration, reliability and shutdowns.
Meet KnowMaintain→Sources
Sources
- ISO 55001 — Asset management systems
- ISO — International Organization for Standardization