Summary
In short
- A pm compliance review is a review used in KnowMaintain that reviews whether scheduled preventive work is actually being done on time. It is built against ISO 55001 cl.9.1 and forms part of the Planned Maintenance programme.
- Run monthly. Carried out by the maintenance planner.
- The template holds 40 fields across 5 sections.
- Scoring is compliance percent, 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 PM records.
What it is
What it is
What is a pm compliance review?
A pm compliance review is a review used in KnowMaintain that reviews whether scheduled preventive work is actually being done on time. It is built against ISO 55001 cl.9.1 and forms part of the Planned Maintenance programme.
When is a pm compliance review completed?
A pm compliance review is completed at the review interval, and after any trigger event. Run monthly.
When to use it
When to use it, and when not to
This review 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 review covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form PMC-2026-000
- You are running the Planned Maintenance programme and this is one of its steps
- A linked record needs this one to exist: links pm records
Not for
- Preventive Maintenance Plan, which sets out what preventive work each asset needs, how often and why.
- Daily PM Checklist, which covers daily checks such as lubrication points, fluid levels and visual condition.
- Weekly PM Checklist, which covers weekly preventive tasks including cleaning, belt and chain checks and minor adjustments.
- 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 pm compliance review template based on?+
It is built against ISO 55001 cl.9.1. 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 pm compliance review contain?+
There are 5 sections: header, compliance, why tasks were missed, related records, effectiveness. Together they hold 40 fields, 29 of which are required.
How often is a pm compliance review raised?+
A new record is raised at the review interval, and after any trigger event. Each one is given an ID in the form PMC-2026-000, so it can be traced and referenced from other records.
Which programme does the pm compliance review belong to?+
It is part of Planned Maintenance. Planned work completed on time, with backlog age visible rather than aggregated away.
How is a pm compliance review scored?+
Scoring is compliance percent. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the pm compliance review 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 pm compliance review 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