Preventive Maintenance
Prevent failures before they impact production
Recurring PM work orders that keep assets ready.Automate preventive maintenance with structured PM plans and recurring work orders that keep critical maintenance on schedule and your assets ready for production
CNC Lathe Lubrication
CNC Lathe Lubrication
Checklist Creation
Digitize Your Paper Checklists with MachDatum
One photo of a paper checklist becomes a digital one.Upload your existing paper checklist. MachDatum AI turns it into a digital checklist, ready to review and add to your plan.
The usual way–Paper checklist, filled in by hand
CNC LATHE LUBRICATION CHECKLIST
Between MIN – MAX✓✓✓
Good / Fair / PoorGGF
Done✓✓✓
Re-tighten if leaking✓✗✓
Mark: ✓ = OK ✗ = Not OK G / F / P = Good / Fair / Poor
Supervisor sign: R.K.Date: 02/09
With MachDatum AI–A digital checklist from one photo
Explore MachDatum AIEdit Preventive Maintenance Plan
Update the preventive maintenance plan details.
Title
Asset
Schedule
Checklists
No checklist on this plan yet.
I'm your Checklist Digitalization Assistant
Upload photos of the sheet, or the PDF it came in, and I'll read every row, work out how each one should be answered, and build a draft checklist for you to review.
CNC LATHE LUBRICATION CHECKLIST
Between MIN – MAX✓✓✓
Good / Fair / PoorGGF
Done✓✓✓
Re-tighten if leaking✓✗✓
Mark: ✓ = OK ✗ = Not OK G / F / P = Good / Fair / Poor
Supervisor sign: R.K.Date: 02/09
Images or PDF · up to 10 pages · 20 MB each
CNC LATHE LUBRICATION CHECKLIST
Between MIN – MAX✓✓✓
Good / Fair / PoorGGF
Done✓✓✓
Re-tighten if leaking✓✗✓
Mark: ✓ = OK ✗ = Not OK G / F / P = Good / Fair / Poor
Supervisor sign: R.K.Date: 02/09
What the AI is doing
Reading the rowsCNC LATHE LUBRICATION CHECKLIST
Between MIN – MAX✓✓✓
Good / Fair / PoorGGF
Done✓✓✓
Re-tighten if leaking✓✗✓
Mark: ✓ = OK ✗ = Not OK G / F / P = Good / Fair / Poor
Supervisor sign: R.K.Date: 02/09
CNC LATHE LUBRICATION CHECKLIST
Between MIN – MAX✓✓✓
Good / Fair / PoorGGF
Done✓✓✓
Re-tighten if leaking✓✗✓
Mark: ✓ = OK ✗ = Not OK G / F / P = Good / Fair / Poor
Supervisor sign: R.K.Date: 02/09
Edit Preventive Maintenance Plan
Update the preventive maintenance plan details.
Title
Asset
Checklists
PM Calendar & List
Know what's due, what's next, and what's overdue
Every PM plan by calendar or list, overdue first.See every PM plan two ways — a full calendar for the month ahead, or a sortable list for digging into specifics — with overdue work always called out first.
Air Compressor Filter Check — AC-07
ScheduledHydraulic Press Monthly PM — HP-04
ScheduledCNC Lathe Lubrication — CL-12B
ScheduledHydraulic Press Monthly PM — HP-04
ScheduledQuarterly PM — Conveyor Belt CB-03
ScheduledAir Compressor Filter Check — AC-07
ScheduledCNC Lathe Lubrication — CL-12B
ScheduledCNC Lathe Lubrication — CL-12B
Air Compressor Filter Check — AC-07
Core capabilities
Everything you need to keep maintenance on schedule
From plan to recurring work order, every step covered.From planning to recurring work orders, streamline every step of preventive maintenance and keep your assets ready for what's next
Structured PM Plans
Build smarter maintenance plans with AI-assisted scheduling
Just describe when the work should recur and AI turns it into a working schedule — or set the cadence yourself. Either way, MachDatum keeps it on track from there.
- ✓AI turns plain English into a schedule
- ✓Fixed intervals — daily, weekly, monthly, or yearly
- ✓Set when it's due, relative to the trigger
Add Preventive Maintenance Plan
Define the work, the asset, and how often it repeats.
Schedule 1
Describe it insteadPattern
Automated Work Orders
Automatically turn planned maintenance into work orders
When a plan comes due, MachDatum raises the work order itself — checklist, asset, and assignee already attached. Nothing sits in a queue waiting to be created.
- ✓Raised the moment a plan comes due — no manual step
- ✓Checklist, asset, and priority carried over automatically
- ✓Auto-assigned based on the plan's default owner
CNC Lathe Lubrication
CL-12B — CNC Lathe · Monthly
CNC Lathe Lubrication
WO-1042 · raised from this PM schedule
PM Types & Workflows
Build workflows around every type of maintenance
Give each PM type its own workflow, requirements, approvals, and reporting rules — while keeping active maintenance running smoothly as workflows evolve.
- ✓Its own states, transitions, and approval rules
- ✓Required fields and screens can differ by type or state
- ✓Choose whether it counts toward MTTR / MTBF
Status
Transitions
Create
Start Work
Approve & Close
Cancel
Add Preventive Maintenance Plan
Create a new preventive maintenance plan.
Preventive Maintenance Type *
CNC Lathe Lubrication — CL-12B
WO-052OverdueStatus
Build a PM plan in five steps
Set it up once; every detail flows into the work order.Set it up once. Every detail flows seamlessly into the work order — from planning to completion.
Pick the asset & PM type
Choose the asset and PM type. Key details are added automatically.
Set the schedule
Set the frequency and preview upcoming due dates.
Attach the checklist
Reuse a checklist or create a new one for every work order.
Assign the team & details
Set the assignee, priority, title, and duration once.
Track the outcome
Monitor work orders, compliance, and asset performance.
MachDatum Mobile
Every PM, right in your pocket
Due PMs, workflow and checklists on iOS and Android.PM work orders on iOS and Android. See what’s due, move each job through its workflow, and close out the checklist — without leaving the shop floor.
Explore MachDatum MobileSee what’s due, anywhere
Every PM work order in the Work Orders tab — filter by type, priority or status, with the asset and due date on each card. Overdue ones show in red.
Move it through the workflow
Tap the next state on the work order and confirm it. The start time and technician are recorded as the job moves to In Progress.
Close out the checklist
Record Pass, Fail or Flag, enter readings, add photos and notes on the work order. Progress updates as each task is captured.
The overview
See your maintenance performance at a glance
Compliance, planned vs reactive and problem assets, in one view.Stay ahead with a clear view of PM compliance, planned vs. reactive work, and the assets that need attention — all in one powerful overview.
Preventive Maintenance
Compliance, upcoming schedules, and asset-wise PM activity.
Keep it moving
Keep every plan on track, from scheduling to completion
Alerts, reports and parts, all in one place.Stay informed, prevent delays, access clear reports, and keep every part accounted for — all in one place.
One maintenance plan.
Three perspectives
One plan, a view for managers, planners and technicians.Managers, planners, and technicians all work off the same PM plan — each one opens straight to the view built for what they actually need to do.
Frequently asked questions
The spreadsheet gets replaced by a plan per asset that carries its own schedule, checklist, and due date — no more remembering to check a tab or re-type the same job every month. Work orders raise themselves when a plan comes due instead of someone creating them by hand.
A few minutes, not a project. Pick the asset, set the schedule — describe it in plain English and AI turns it into a recurrence rule, or set the pattern yourself — attach a checklist, and assign the team. Every detail carries through to every work order the plan raises after that.
Bring them in as-is. A plan can reuse checklists you already have, build new ones inline, or mix both. Each dispatch freezes a versioned snapshot, so editing a checklist later never rewrites what a technician already signed off on.
Managers open the Overview tab for compliance and which assets are falling behind. Planners work the calendar and list to build and adjust plans. Technicians land straight on their own queue of what's due today — same plan, three different jobs.
Get started
Stop missing PMs. See the plan run in MachDatum CMMS
In 30 minutes we set up a PM plan for one of your own assets, from schedule and checklist to the work order your technician closes out. No obligation.






