When you need it
Use when selecting or revising the maintenance approach for an asset function. Apply after changing duty, repeated failures, new monitoring capability or evidence that the current tasks do not address the actual mechanism.
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Asset Maintenance Strategy Review
Select a justified maintenance approach for each asset function and failure mechanism using available evidence.
How to use this templateThis Word template contains prepared headings, tables, project fields and completion notes. Add your information, review the completed document and remove the notes before issue.
The form prepares a separate brief; it does not fill the Word or Excel file.
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Learning
How to use this template
What it helps you decide
The review connects maintenance effort to credible failure mechanisms and consequences. It helps choose a practical approach instead of extending generic service schedules to assets with different duties or constraints.
How to complete it
- Define Asset / failure mode and Evidence basis from manufacturer guidance, history and operating conditions. Identify the required function and consequence before choosing tasks.
- Compare Strategy options and Technical rationale, including preventive, condition-based or corrective approaches where relevant. Test whether available competence, access and data support each option.
- Record Implementation constraint, Approved task link and Effectiveness measure. Set Review triggers from actual performance evidence without inventing frequencies or promising failure elimination.
Who prepares and reviews it
A maintenance or reliability engineer prepares it with operators and manufacturer information holders. Competent specialists review technical rationale; the asset owner approves strategy, with hazardous work authorization remaining in the separate operational process.
A mistake to avoid
Selecting a maintenance frequency because it is common elsewhere can waste effort while leaving the asset's actual failure mechanism and operating conditions unaddressed.
Illustrative example
Illustrative example: a ventilation fan repeatedly fails between scheduled services because debris accumulates under particular operating conditions. The review examines the mechanism and available monitoring evidence. The owner evaluates a revised maintenance or design response instead of simply shortening every service interval without understanding the cause.
Document contents
- Document control and decision owner
- Evidence, scope and applicability
- Function and failure basis
- Strategy alternatives
- Practical implementation
- Performance review
- Open points, competent review and decision
- Project records
- Preparation, review and approval
Required inputs
- Project / asset identity, assessment date, scope and authorized decision owner
- Verified source documents with exact revision and record locators
- Asset functions and criticality assessment
- Manufacturer maintenance instructions
- Failure history and operating environment
- Resource, access and monitoring capability
Practical tools.
Professional judgment.
Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.
Prepare project brief