Summary
In short
- A quarterly pm checklist is a checklist used in KnowMaintain that covers quarterly preventive tasks that usually need the asset stopped. It is built against ISO 55001 cl.8.2 and forms part of the Planned Maintenance programme.
- Run quarterly, coordinated with production. Completed by the technician.
- The template holds 50 fields across 6 sections, with findings repeating for each entry.
- Scoring is complete with knockout items, 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 Asset, PM Plan.
What it is
What it is
What is a quarterly pm checklist?
A quarterly pm checklist is a checklist used in KnowMaintain that covers quarterly preventive tasks that usually need the asset stopped. It is built against ISO 55001 cl.8.2 and forms part of the Planned Maintenance programme.
When is a quarterly pm checklist completed?
A quarterly pm checklist is completed at the point in the process the check protects, every time that process runs. Run quarterly, coordinated with production.
When to use it
When to use it, and when not to
This checklist 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 checklist covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form PM-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 asset, pm plan
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 quarterly pm checklist template based on?+
It is built against ISO 55001 cl.8.2. 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 quarterly pm checklist contain?+
There are 6 sections: header, strip down checks, instrumentation, restoration, findings, result. Together they hold 50 fields, 36 of which are required.
How often is a quarterly pm checklist raised?+
A new record is raised at the point in the process the check protects, every time that process runs. Each one is given an ID in the form PM-2026-000, so it can be traced and referenced from other records.
Which programme does the quarterly pm checklist belong to?+
It is part of Planned Maintenance. Planned work completed on time, with backlog age visible rather than aggregated away.
How is a quarterly pm checklist scored?+
Scoring is complete with knockout items. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the quarterly pm checklist 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 quarterly pm checklist 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