Perform a simple, spot-check vibration analysis to detect misalignment or bearing issues.
=(TODAY()-C2)/(D2*30) Format as percentage.
Monthly tasks require basic tools and brief periods of data collection to assess system stability.
: Use Excel's conditional formatting feature to automatically highlight a cell (e.g., making it turn red) if a temperature or vibration reading exceeds a threshold you define. This makes it impossible to overlook a critical alarm. pump preventive maintenance checklist excel hot
Task Category,Task Description,Recommended Frequency (Hot Systems),Critical Notes Pre-Maintenance Safety,Perform LOTO & wait for cool-down,Every Maintenance Event,DANGER: High temp/pressure isolation is critical. Visual & Sound Inspection,Check for abnormal noise, vibration, leaks,Every Shift,“Screeching”=bearing issue; “Chatter”=cavitation. Temperature Check,Check pump casing, motor, and bearing temps,Every Shift,Use an IR thermometer; log readings to detect trends. Lubrication System,Check oil level/quality in bearing housings,Daily,Heat degrades oil faster; shorten change intervals. Cooling System,Check cooling water flow/return lines,Daily,Ensure flow is adequate; warm return line confirms flow. Seals (Mechanical/Packing),Inspect for leaks or steam,Every Shift,Packing may require slight leakage for cooling/lubrication. Temperatures & Pressures,Log suction/discharge pressures & temps,Every Shift,Sudden changes can indicate wear, cavitation, or system issues. Coupling Alignment,Check alignment when pump is hot,After reaching operating temp,Heat expansion can change alignment; re-check after first run. Standby Pump Exercise,Start & run standby pump on load,Weekly (Hot Standby),Prevents seizing; ensures immediate availability when needed. Standby Pump Warmth,Ensure standby pump stays hot,As required (for "Hot Standby"),Use a bypass or small flow to keep at system temp. Bearing Lubrication,Check or replace bearing grease,Monthly,Frequent checks as heat can cause grease separation. Electrical System,Inspect terminals, breakers, grounding,Monthly,Heat accelerates insulation breakdown; look for signs of thermal damage. Baseplate & Foundations,Check for cracking, settling, or corrosion,Quarterly,Settling leads to misalignment. Major Inspection,Dismantle for internal inspection of wear rings, impeller, etc.,Annually or per manufacturer,Includes detailed service per manufacturer's guidelines.
Inspect pump casing, pipe connections, and mechanical seals for leaks.
Apply grease or change oil according to manufacturer specs. Perform a simple, spot-check vibration analysis to detect
Weekly maintenance focuses on tracking trends in mechanical health and ensuring support systems are functional. 1. Temperature Monitoring
Annual maintenance involves isolating the pump, draining the fluid, and performing internal evaluations.
Non-intrusive checks performed while the pump is off or running. check for unusual noises or vibrations
Visual inspection for leaks or damage; check for unusual noises or vibrations; monitor temperature and flow rates.
Monthly tasks involve hands-on assessments, system cleaning, and physical verification of mechanical structural integrity. 1. Vibration Analysis (Baseline Tracking)
| Date | Pump ID | Cold Alignment (mils) | Hot Alignment (mils) | Thermal Growth (mils) | Vibration Velocity (in/s) | Info | | :--- | :--- | :--- | :--- | :--- | :--- | :--- | | 6/1/2025 | P-101 | 2.0 | 5.5 | 3.5 (FAIL) | 0.45 | Re-shimmed | | 7/1/2025 | P-101 | 2.0 (Cold offset) | 2.1 (Running hot) | 0.1 (PASS) | 0.22 | Good |
Components can expand, causing misalignment or binding.
: Visual inspection for leaks, unusual sounds, and verification that motor temperatures are within normal ranges.