Preventive Maintenance

Prevent failures before they impact production

Automate preventive maintenance with structured PM plans and recurring work orders that keep critical maintenance on schedule and your assets ready for production

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Quarterly PM — Conveyor Belt CB-03Overdue
Hydraulic Press M…
Hydraulic Press Monthly PM — HP-04
CNC Lathe Lubrication
CNC Lathe Lubrication — CL-12B
Air Compressor Filter Check — AC-07
CNC Lathe Lubrication — CL-12B
Work Order CreatedAuto
CNC Lathe Lubrication
WO-1042 · raised from this PM schedule
Checklist12-step · attached
Assigned toSarah Mills
PriorityMedium

CNC Lathe Lubrication

CNC Lathe Lubrication

PendingScheduled
PMCNC Lathe Lubrication
AssetCL-12B — CNC Lathe CL-12B
LocationTurning Bay
PriorityMedium
Assigned toSarah Mills
ScheduledSep 09 2026
Reduce Unplanned Downtime
Catch failures before they happen with scheduled, automated maintenance.
Extend Asset Life
Consistent upkeep keeps equipment running longer, with fewer costly replacements.
Increase Operational Efficiency
Less firefighting, more planned work — teams spend time where it matters.

PM Calendar & List

Know what's due, what's next, and what's overdue

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.

September 2026
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Air Compressor Filter Check — AC-07
WO-048

Air Compressor Filter Check — AC-07

Scheduled
Low
PMAir Compressor Filter Check
TypePreventive Maintenance
AssetAC-07 — Air Compressor AC-07
LocationUtility Room
Assigned toCharlie D
Due DateSep 2, 2026
Hydraulic Press Monthly PM — HP-04
WO-050

Hydraulic Press Monthly PM — HP-04

Scheduled
High
PMHydraulic Press Monthly PM
TypePreventive Maintenance
AssetHP-04 — Hydraulic Press HP-04
LocationPress Bay
Assigned toAlex Chan
Due DateSep 6, 2026
CNC Lathe Lubrication — CL-12BOverdue
WO-054

CNC Lathe Lubrication — CL-12B

Scheduled
MediumOverdue
PMCNC Lathe Lubrication
TypePreventive Maintenance
AssetCL-12B — CNC Lathe CL-12B
LocationTurning Bay
Assigned toSarah Mills
Due DateSep 5, 2026
Hydraulic Press Monthly PM — HP-04
WO-057

Hydraulic Press Monthly PM — HP-04

Scheduled
High
PMHydraulic Press Monthly PM
TypePreventive Maintenance
AssetHP-04 — Hydraulic Press HP-04
LocationPress Bay
Assigned toAlex Chan
Due DateSep 12, 2026
Quarterly PM — Conveyor Belt CB-03Overdue
WO-059

Quarterly PM — Conveyor Belt CB-03

Scheduled
CriticalOverdue
PMQuarterly PM
TypePreventive Maintenance
AssetCB-03 — Conveyor Belt CB-03
LocationAssembly Line 1
Assigned toCharlie D
Due DateSep 14, 2026
Air Compressor Filter Check — AC-07
WO-061

Air Compressor Filter Check — AC-07

Scheduled
Low
PMAir Compressor Filter Check
TypePreventive Maintenance
AssetAC-07 — Air Compressor AC-07
LocationUtility Room
Assigned toCharlie D
Due DateSep 18, 2026
CNC Lathe Lubrication — CL-12B
WO-063

CNC Lathe Lubrication — CL-12B

Scheduled
Medium
PMCNC Lathe Lubrication
TypePreventive Maintenance
AssetCL-12B — CNC Lathe CL-12B
LocationTurning Bay
Assigned toSarah Mills
Due DateSep 21, 2026
CNC Lathe Lubrication — CL-12B
CNC Lathe Lubrication

CNC Lathe Lubrication — CL-12B

PendingScheduled
TypePreventive Maintenance
AssetCL-12B — CNC Lathe CL-12B
LocationTurning Bay
PriorityMedium
Assigned toSarah Mills
Scheduled DateSep 24, 2026
Air Compressor Filter Check — AC-07
Air Compressor Filter Check

Air Compressor Filter Check — AC-07

PendingScheduled
TypePreventive Maintenance
AssetAC-07 — Air Compressor AC-07
LocationUtility Room
PriorityLow
Assigned toCharlie D
Scheduled DateOct 1, 2026
From setting up a plan to closing the work order

Build a PM plan in five steps

Set it up once. Every detail flows seamlessly into the work order — from planning to completion.

01

Pick the asset & PM type

Choose the asset and PM type. Key details are added automatically.

02

Set the schedule

Set the frequency and preview upcoming due dates.

03

Attach the checklist

Reuse a checklist or create a new one for every work order.

04

Assign the team & details

Set the assignee, priority, title, and duration once.

05

Track the outcome

Monitor work orders, compliance, and asset performance.

Core capabilities

Everything you need to keep maintenance on schedule

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.

CNC Lathe Lubrication — CL-12B
CL-12B — CNC Lathe
CNC Lathe Lubrication — CL-12B
Medium

Schedule 1

Describe it instead
DailyWeeklyMonthlyYearly
1 month(s)
09:00

Pattern

On the first Wednesday of the month
CNC Lathe Lubrication Checklist5 steps
Schedule created — next due Oct 7, 2026, 9:00 AM

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
PM Schedule

CNC Lathe Lubrication

CL-12B — CNC Lathe · Monthly

Due today, 9:00 AMCreating work order…Converted to WO-1042
Work Order CreatedAuto

CNC Lathe Lubrication

WO-1042 · raised from this PM schedule

Checklist12-step · attached
Assigned toSarah Mills
PriorityMedium

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
Lubrication Round/v3
Published

Status

Transitions

SCHEDULEDInitial

Create

EntrySCHEDULED
IN PROGRESS

Start Work

SCHEDULEDIN PROGRESS
COMPLETEDFinal

Approve & Close

PENDING REVIEWCOMPLETED
CANCELLEDFinal

Cancel

SCHEDULEDCANCELLED

Add Preventive Maintenance Plan

Create a new preventive maintenance plan.

Preventive Maintenance Type *

Select a type

CNC Lathe Lubrication — CL-12B

WO-052Overdue

Status

Scheduled
In Progress
Completed
Cancelled
Pending Review
Verified

MachDatum Mobile

Every PM, right in your pocket

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.

See 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

Stay ahead with a clear view of PM compliance, planned vs. reactive work, and the assets that need attention — all in one powerful overview.

Live compliance trackingPlanned vs. reactive mixWorst-first asset ranking

Preventive Maintenance

Compliance, upcoming schedules, and asset-wise PM activity.

PM Compliance91%completed on or before the due date
PM Ratio82%share of total work orders
PM Overdue2work orders past due and incomplete
Active PM Plans9currently running plans
Asset Coverage9/11assets protected by PM plans
Compliance Breakdown
22TOTAL
On-time
1986%
Late
29%
Overdue
15%
Planned vs Reactive
61TOTAL
Planned
5082%
Reactive
1118%
PM Compliance TrendLast 6 months
Compliance %
0%33%67%100%AprMayJunJulAugSepMonth
Compliance by AssetWorst first
Hydraulic PressHP-04
64%
Conveyor BeltCB-03
78%
CNC LatheCL-12B
85%
Air CompressorAC-07
97%
Upcoming ScheduleNext 6 weeks
PM occurrences
024214121W39W40W41W42W43W44Week

Keep it moving

Keep every plan on track, from scheduling to completion.

Stay informed, prevent delays, access clear reports, and keep every part accounted for — all in one place.

Notifications on every step.

The right channel for the moment — a quiet email when a plan dispatches, WhatsApp when it lands on someone's plate.

Recent notificationsView all
PM plan dispatched
10:24 AM
Work order assigned
Yesterday
Progress update
Yesterday
Work order completed
2 days ago

Overdue jobs escalate automatically.

Set time thresholds per work order type. When a job isn't progressed in time, the right person gets pulled in without anyone having to chase.

Not assigned within2 hrs
Notify Plant Manager
Still open after8 hrs
Notify Department Head
Overdue by24 hrs
Notify MD + SMS alert

PDF summaries, on demand.

Configure templates once and export clear, professional PDF summaries in one click.

PDF
Export PDF
PM Summary · Q3 2026ISO 9001
Work OrderAssetStatus

Parts tracked against every job.

Log parts against work orders. Know what you're running low on before a breakdown forces the issue.

Parts usedQty left
Hydraulic seal kit
18 left
Spindle oil, 5L
6 left
Conveyor belt roller
1 left
Built for every role

One maintenance plan.
Three perspectives

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.

Maintenance Manager

Know where maintenance stands

Track PM compliance, overdue work, and asset-level performance from a clear overview.

Maintenance Planner

Keep every plan on track

Create PM plans, manage schedules, and adjust upcoming maintenance with ease.

Technician

Know what’s next. Get it done

See assigned PM work orders, upcoming tasks, and checklists in one focused workspace.

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.

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.