Summary
In short
- A pm optimization review is a review used in KnowMaintain that reviews whether preventive tasks are set at the right frequency, using actual failure and finding data. It is built against SAE JA1011 and forms part of the Reliability and Predictive Maintenance programme.
- Run yearly. Carried out by reliability with the planner.
- The template holds 43 fields across 4 sections, with task review repeating for each entry.
- Scoring is task value rating, where high is good.
- SAE JA1011 is reliability centred maintenance criteria. What a process must do to be called RCM rather than a maintenance review.
- It connects to the rest of the library: links PM Plan, Failure records.
What it is
What it is
What is a pm optimization review?
A pm optimization review is a review used in KnowMaintain that reviews whether preventive tasks are set at the right frequency, using actual failure and finding data. It is built against SAE JA1011 and forms part of the Reliability and Predictive Maintenance programme.
When is a pm optimization review completed?
A pm optimization review is completed at the review interval, and after any trigger event. Run yearly.
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 PMO-2026-000
- 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 pm plan, failure records
Not for
- Equipment FMEA, which works through how an asset could fail, what the effect would be and how likely it is to be detected.
- Reliability Centred Maintenance Study, which decides the right maintenance strategy for each failure mode, from run to failure through to condition monitoring.
- MTBF Review, which reviews mean time between failures for an asset or asset class over a period.
- Anything outside KnowMaintain, which belongs in the workspace that owns that process
Standards
What it is built against
SAE JA1011Reliability centred maintenance criteria
What a process must do to be called RCM rather than a maintenance review.
SAESociety of Automotive Engineers
Engineering standards for vehicles and mobile equipment.
FAQ
Frequently asked questions
What is the pm optimization review template based on?+
It is built against SAE JA1011. SAE JA1011 is reliability centred maintenance criteria. What a process must do to be called RCM rather than a maintenance review. SAE is society of Automotive Engineers. Engineering standards for vehicles and mobile equipment.
What sections does the pm optimization review contain?+
There are 4 sections: header, task review, related records, result. Together they hold 43 fields, 29 of which are required.
How often is a pm optimization 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 PMO-2026-000, so it can be traced and referenced from other records.
Which programme does the pm optimization review belong to?+
It is part of Reliability and Predictive Maintenance. Intervals set by failure behaviour rather than by the calendar.
How is a pm optimization review scored?+
Scoring is task value rating. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the pm optimization 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 optimization 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
- SAE JA1011 — Reliability centred maintenance criteria
- SAE — Society of Automotive Engineers