PREVENTIVE MAINTENANCE PROCEDURE & CHECKLIST GENERATOR
Turn equipment knowledge into complete PM procedures technicians can execute.
The ShopDocs PM Generator combines asset information, schedules, LOTO, tools, parts, task photos, measurement limits, acceptance criteria, final verification, and completion records in one equipment-based builder.
YOUR COMPANYCONTROLLED DOCUMENT
PREVENTIVE MAINTENANCE
Monthly Mechanical PM
Document No.
SWI-001
Revision
00
Department
Maintenance
Effective Date
Current
1. PURPOSE
5. PROCEDURE
STEP 1 — LOCK OUT THE EQUIPMENT
WARNING / CRITICAL NOTE · Verify zero-energy state before work.
STEP 2 — COMPLETE THE TASK
WHAT IT CREATES
One builder. Multiple useful outputs.
OUTPUT
Engineering PM PDF
Controlled maintenance procedure for review and release.
OUTPUT
Technician PDF
Landscape task pages with readings, checkboxes, and signoff areas.
OUTPUT
Editable DOCX
A Microsoft Word version for company-specific changes.
OUTPUT
Completion Log CSV
A reusable recording sheet for PM history or CMMS entry.
FEATURES
More than a downloadable template.
The value is the guided system, reusable project source, and coordinated outputs—not a single static document.
Included workflow
- Daily, weekly, monthly, quarterly, lubrication, and annual examples
- Calendar, runtime-hour, cycle, and condition-based triggers
- Asset ID, criticality, manufacturer, model, and location fields
- PPE, hazards, LOTO, and energy-isolation sequences
- Tools, calibrated test equipment, parts, and lubricants
- Pass/fail, measurement, checkbox, initials, and text responses
- Acceptance criteria and action if failed or out of specification
- Final checks, return-to-service instructions, and completion history
Best fit
- Maintenance managers
- Reliability engineers
- Plant engineers
- Maintenance technicians
- Facilities and operations teams building a PM program
The generator does not replace OEM instructions, site safety procedures, electrical qualifications, lockout/tagout requirements, or engineering review.
LICENSE OPTIONS
Pay once for the scope you need.
INDIVIDUAL LICENSE
PM Generator
$69 one-time
One named user inside one organization.
- Internal commercial use
- Create unlimited documents
- May install on the named user’s work devices
- No sharing of the generator source
SINGLE-SITE LICENSE
PM Generator
$199 one-time
Unlimited internal users at one physical site.
- Unlimited internal users at the licensed site
- Create unlimited documents
- Share the generator internally at that site
- No multi-site or client use
Need both work instructions and PM procedures?
The bundle is the strongest value for a manufacturing site.