Equipment maintenance SOP

Equipment fails twice: suddenly, when it stops, and quietly, when nobody has been keeping a record and the history is lost. This template gives you a maintenance schedule that runs on a calendar instead of on memory, with each check assigned to a role and a date. It is written for small operations that cannot afford a full maintenance team but still depend on machines. The worked example follows a monthly check on a coffee machine. List the equipment, the check, the interval, and who does it. A machine with a maintenance record is worth more and fails less, because small problems get caught while they are still small.

DocumentSOP-005
RevisionRev 1.0
Last reviewed2026-08-14
Ownerfreebizdocs.com

A controlled schedule for routine equipment checks and servicing, so maintenance happens on a calendar rather than after a breakdown.

Copy it, or print it and save as PDF.
SOP-005  ·  Rev 1.0
[EQUIPMENT MAINTENANCE SOP]

Equipment fails twice: suddenly, when it stops, and quietly, when nobody has been keeping a record and the history is lost. This template gives you a maintenance schedule that runs on a calendar instead of on memory, with each check assigned to a role and a date. It is written for small operations that cannot afford a full maintenance team but still depend on machines. The worked example follows a monthly check on a coffee machine. List the equipment, the check, the interval, and who does it. A machine with a maintenance record is worth more and fails less, because small problems get caught while they are still small.

1.  PURPOSE
    > Note — One sentence on why this procedure exists.
    [PURPOSE]

2.  SCOPE
    > Note — Which equipment this covers.
    [EQUIPMENT]

3.  SCHEDULE
    > Note — Each item, the check, how often, and who does it.
    [SCHEDULE]

4.  DAILY CHECK
    > Note — The quick check done at the start of each working day.
    [DAILY]

5.  PERIODIC CHECK
    > Note — The deeper check done on the calendar interval.
    [PERIODIC]

6.  FAULTS AND FAILURES
    > Note — What to do when a check fails or equipment breaks.
    [FAULT]

7.  RECORDS
    > Note — Where maintenance history is kept.
    [LOG]

Free to use in your own documents, including commercially.
1

Purpose

Note — One sentence on why this procedure exists.
Change bar — replace this

[PURPOSE]

Note — The outcome this maintenance procedure guarantees.
2

Scope

Note — Which equipment this covers.
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[EQUIPMENT]

Note — The equipment covered by this schedule.
3

Schedule

Note — Each item, the check, how often, and who does it.
Change bar — replace this

[SCHEDULE]

Note — The list of equipment, checks, intervals and assigned roles.
4

Daily check

Note — The quick check done at the start of each working day.
Change bar — replace this

[DAILY]

Note — The daily check steps, in order.
5

Periodic check

Note — The deeper check done on the calendar interval.
Change bar — replace this

[PERIODIC]

Note — The periodic check steps, in order.
6

Faults and failures

Note — What to do when a check fails or equipment breaks.
Change bar — replace this

[FAULT]

Note — Who to report a fault to and what to record.
7

Records

Note — Where maintenance history is kept.
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[LOG]

Note — Where the maintenance log is kept and what each entry records.

Worked example

1

Purpose

Note — One sentence on why this procedure exists.
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To keep the kitchen equipment running on a fixed schedule, catching small problems before they become breakdowns and keeping a usable history.

2

Scope

Note — Which equipment this covers.
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The coffee machine, the fridge, and the dish washer in the High Street shop.

3

Schedule

Note — Each item, the check, how often, and who does it.
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Coffee machine — descale, monthly, shift lead. Fridge — temperature check, daily, opening person. Dish washer — filter clean, weekly, closing person.

4

Daily check

Note — The quick check done at the start of each working day.
Change bar — replace this

Check the fridge temperature reads below the safe level, confirm the coffee machine powers on, and listen for anything unusual on the dish washer.

5

Periodic check

Note — The deeper check done on the calendar interval.
Change bar — replace this

Run the descale cycle on the coffee machine, clean the dish washer filter, and check the fridge seal closes fully.

6

Faults and failures

Note — What to do when a check fails or equipment breaks.
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If any check fails, stop using the item, put a note on it, and tell the owner the same day. Record what was found.

7

Records

Note — Where maintenance history is kept.
Change bar — replace this

A paper log kept by the fridge records each check, its date, and anything found. The owner reviews it weekly.

Copy it, or print it and save as PDF.

These documents are starting structures for you to build on, not professional or legal advice. Anything that will have legal or contractual effect, or that varies by jurisdiction, should be reviewed by someone qualified in the relevant place.

Why this process gets written down

This procedure is written because the task is repeated, it matters when it goes wrong, and it should not depend on one person's memory. The worked example above shows the same structure filled in for a real case, so you can see what a complete version looks like before you write your own.

Related variants are listed in the document's control area and on the SOP template page.

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