Preventive Maintenance Explained: Everything You Need to Know

Preventive maintenance is a proactive strategy where scheduled upkeep is performed on physical assets. Its purpose is to mitigate the risks of equipment breakdowns and unscheduled downtime, which can prove costly for both maintenance teams and facility managers. By conducting these tasks while machinery is still operational, the potential for unexpected failures is minimized. This approach falls between reactive (run-to-failure) and predictive maintenance, relying on real-time data insights. Modern tools like a Computerized Maintenance Management System (CMMS) are often utilized to optimize planning, scheduling, and resource allocation, enhancing overall operational effectiveness.

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Why is planned maintenance important?

Technician viewing preventive maintenance tasks on tabletWhat’s the difference between PM and predictive maintenance?

Why do you need a PM schedule?

What are the 4 types of PM?

Examples of scheduled servicing

How does PM compare to reactive maintenance?

When is the ideal time to perform PM?

Advantages of proactive upkeep

Disadvantages and tradeoffs

Related solutions

Related articles, checklists, and directories

What customers are saying

Frequently Asked Questions (FAQs)

Why is preventive maintenance important?

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Preventive maintenance is important because it lays the foundation for successful facility management. It keeps equipment and assets running efficiently, maintains a high safety level for your employees, and helps you avoid large and costly repairs down the road. Overall, a properly functioning PM program ensures operational disruptions are kept to a minimum. Implementing predictive strategies boosts long-term equipment health.

What’s the difference between PM and predictive maintenance?

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PM is based on regular, scheduled service regardless of condition, while predictive maintenance relies on data analysis to forecast when work should occur based on real-time indicators. The choice between these approaches depends on factors such as equipment criticality, available resources, technological capabilities, and the desired balance between cost and reliability.

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Why do you need a PM schedule?

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A well-structured schedule helps you organize and prioritize maintenance tasks (like creating a work order) so technicians can sustain optimal operating conditions and extend asset life. Consistency ensures efficient and safe operation.

Given the intricacy of managing numerous pieces of equipment, maintaining a PM schedule can be challenging. To streamline this process, teams often rely on maintenance software to organize tasks efficiently.

What are the 4 types of preventive maintenance?

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There are 4 primary types: Calendar/Time-based, Usage-based, Meter-based, and Predictive Condition-Based triggers. An optimal PM strategy blends these approaches, systematically scheduled for all equipment to ward off unexpected failures. Manufacturers typically offer guidance on effective practices. With real-time data, your team can plan using the most pertinent approach. The ensuing examples illustrate each type.

Calendar/Time-Based: Fixed intervals for executing tasks (e.g., every 10 days, monthly, quarterly).

Usage-Based: Triggers when utilization hits a benchmark (kilometers, operating hours, cycles). For example, a vehicle might be serviced every 10,000 km.

Meter-Based: Actions are aligned to metrics such as engine hours, mileage, or production counts to match service with actual wear.

Predictive / Condition-Based: Continuous monitoring prompts work only when indicators show declining performance or imminent failure (e.g., vibration thresholds). Predictive maintenance extends this with advanced analytics to anticipate issues across complex systems.

Examples of scheduled servicing

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In industrial settings, maintaining peak productivity and avoiding costly breakdowns relies on meticulously scheduled routines.

The concept covers a broad spectrum of prescribed actions and duties. Every subsystem in a production environment needs periodic attention—often cleaning and lubrication. In some scenarios, more extensive measures are necessary, including refurbishment, repair, or component replacement.

On a broader scale, upkeep extends to the facility itself. This includes ensuring the optimal functioning of HVAC systems, validating electrical code compliance, and verifying proper operation of all essential lighting. Explore our CMMS training feedback from real clients who achieved faster ROI.

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How does preventive maintenance compare to reactive maintenance?

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The key distinction is timing. Reactive maintenance follows a “run-to-failure” approach, where equipment is addressed only after it breaks down. In contrast, PM anticipates potential failures and takes corrective measures before breakdowns occur.

Choosing between them isn’t trivial, primarily because emergency work often proves more costly. Think of car care: neglecting routine service can lead to a major breakdown requiring expensive repairs.

While implementing a program requires budgeting for regular service and often a CMMS, the investment typically pays off—unscheduled downtime can quickly halt production or revenue.

When is the ideal time to do preventive maintenance?

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Timing hinges on specific assets and operating context. Manufacturer guidelines help establish inspection intervals and service tasks, reducing the risk of reaching failure points. A structured PM schedule fosters proactive upkeep and reduces expensive emergency measures when issues arise.

Work orders and PM schedulingAdvantages of proactive upkeep

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Extends Asset Life

Systematically schedule inspections to ensure assets reach their full lifecycle potential and uphold warranties.

Reduces Maintenance

Efficiently manage both planned and unplanned work, spare parts inventory, and related costs.

Gain comprehensive operational insight, enabling substantial reductions in overall maintenance expenses.

Boosts Productivity

Streamline labor organization for heightened productivity.

Reduces Unplanned Downtime

Detect and address issues earlier in the asset lifecycle to keep operations continuous and minimize disruption.

Enhances Planned Tasks

A structured approach enables strategic scheduling that reduces costs and improves productivity.

Proactive planning prevents incipient failures, mitigating risks of degradation or catastrophic breakdowns.

Cost Reduction through Efficient Planning

Facility managers can curtail overhead tied to unplanned, reactive work.

Avoid the costs of lost production, rush shipping, and emergency response with a structured plan.

Emergency maintenance can be multiple times more expensive than planned work due to inefficiencies and production losses.

Streamlined Maintenance Efficiency

A well-planned program synchronizes shutdowns with production lulls.

Staging spare parts, supplies, and personnel shortens repair duration and lowers total cost.

Fewer breakdowns also amplify safety and reduce complex operational disruptions.

Disadvantages of preventive maintenance

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Potential for Over-Frequent Service

Without optimization, schedules can be too tight, disrupting operations with unnecessary work.

Challenges in Finding the Right Frequency

Dialing in the optimal cadence takes time and data, or you risk too much or too little service.

Use Condition Monitoring

Condition monitoring and analysis help refine frequency.

These tools reduce unnecessary intervals, though their costs should be considered.

Balancing Costs and Reliability

Reducing frequency can lower cost but may offset reliability gains; find the right balance for your assets.

Managing Complexity

Implementing monitoring introduces complexity that requires expertise and resources to execute effectively.

Preventive maintenance is the key to operational success,
shielding against disruptions, optimizing performance, and extending asset life.
Embrace its strategic power for enhanced efficiency and reliability ahead.

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Asset Management: Seamlessly oversee and optimize the lifecycle of your equipment and resources. Learn more about our Enterprise Asset Management solution.

Asset Mapping: Visualize and strategically plan the arrangement and utilization of assets for optimal efficiency. Learn more about our Asset Mapping solution.

Inventory Management: Precisely track and manage your stock of spare parts and supplies for uninterrupted operations. Learn more about our Inventory management solution.

Predictive Maintenance: Harness data-driven insights to foresee and prevent equipment failures, minimizing downtime. Learn more about our Predictive Maintenance solution.

Mobile Maintenance: Empower teams with on-the-go access to critical information and real-time updates for rapid response. Learn more about our Mobile Maintenance solution.

Preventive Maintenance: Proactively preserve equipment integrity and performance through scheduled tasks to ensure continuous operation. Explore PM software.

Related articles, checklists, and directories

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Mastering Maintenance Management

The Art of Maintenance Planning: Core Elements For Effective Equipment Management

The Guide To Mastering Maintenance Performance: Key Metrics and KPIs

Efficient Maintenance: Disaster Planning & CMMS Integration

Important Advantages Of CMMS For Maintenance Budgeting

Commercial HVAC Maintenance Tips & Checklist

Maintenance Terms and Definitions Glossary

Additional articles, checklists, and directories

What customers are saying

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Customer Case Studies

Customer Testimonials – Read More

CMMS customer success

Frequently Asked Questions (FAQs)

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What are the 4 types of preventive maintenance?

Calendar/Time-Based: fixed intervals (e.g., every 10 days, monthly, quarterly).
Usage-Based: triggered by utilization thresholds (km, hours, cycles).
Meter-Based: based on engine hours, mileage, or production counts.
Predictive / Condition-Based: monitoring indicators (e.g., vibration) prompt service before failure.

What does preventive maintenance include?

Planned tasks such as inspections, cleaning, lubrication, oil changes, adjustments, minor repairs, and parts replacement—scheduled to sustain reliability and minimize breakdowns. The goal is to extend asset lifespan, optimize performance, and avoid costly disruptions.

What is an example of preventive maintenance?

Examples include cleaning/lubrication, replacing worn parts, partial or complete overhauls, and ensuring production equipment and HVAC are inspected, cleaned, and updated. Review more examples.

What are the 7 elements of preventive maintenance?

Testing, servicing, calibration, inspection, adjustment, alignment, and installation.

What is the difference between predictive maintenance (PdM) and condition-based maintenance (CbM)?

PdM schedules future work based on sensor analytics and models; CbM triggers work the moment measured parameters exceed acceptable thresholds.

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