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Standard maintenance procedures: A standard maintenance procedure template, and SMP software that writes it from video

A standard maintenance procedure (SMP) is the step-by-step method for a maintenance job. Below is what the template should contain, and how LeanSuite drafts one from a filmed technician walkthrough: torque values, lockout points, tools and PPE, with a picture for every step.

The template

What a standard maintenance procedure template includes

Five parts, in the order a technician needs them at the machine. Use them as your template on paper, or let LeanSuite fill them in from a video.

  1. Part 1

    Header

    The asset, the task, how often it is done and how long it should take.

    In LeanSuite: Frequency and duration estimates come from the footage.

  2. Part 2

    Safety and lockout

    The PPE for the job and every lockout/tagout point, in order, before any step begins.

    In LeanSuite: LOTO checkpoints and PPE are written into the draft.

  3. Part 3

    Tools and parts

    Every tool, fastener and consumable the technician needs at the machine.

    In LeanSuite: A tools and parts BOM, pulled from what the video shows in use.

  4. Part 4

    Numbered steps

    One action per step with a picture, and the torque value on any step that needs one.

    In LeanSuite: Auto-numbered steps, a frame per step and torque values on the steps that use them.

  5. Part 5

    Approval and sign-off

    Who approved this revision, and which technicians have read and signed it.

    In LeanSuite: Revision control, e-signatures and per-person sign-off.

  6. Writing them by hand?

    Start from the free standard work sheet and add the lockout, tools and torque sections above.

    Standard work sheet template

SMP software

How LeanSuite writes the SMP from one filmed walkthrough

Film the senior technician once and the same footage drafts the procedure.

  1. Film the walkthrough

    Record one technician doing the job on a phone. Narrating while you film improves the result.

  2. Upload in Create with AI

    Choose the maintenance procedure and the AI drafts it with torque values, lockout points, tools and PPE.

  3. Edit and approve in Lean Creator

    Every generated document opens in Lean Creator: fix any line, swap a step's picture, then route it for e-signature.

  4. Publish and assign to the asset

    Assign it to the machine with a repeat rule; technicians open it in the app and sign off per person.

SMP steps with lockout, PPE and torque callouts and a senior tech's tips captured from the video

What you get back

  • Auto-numbered steps with a frame per step
  • Torque values on the steps that use them
  • LOTO checkpoints and PPE
  • Tools and parts BOM
  • Frequency and duration estimates
  • Revision control and e-signatures

SMPs, SOPs and AM

One procedure per job, on the asset it belongs to

SOPs cover how to run an operation; SMPs cover how to maintain the equipment; autonomous maintenance gives operators the daily checks in between. SOPs and SMPs share LeanSuite's document control, with owners, review dates, versions and read-and-sign.

SOPs from video

Purpose, scope, PPE, tools, warnings and numbered steps with a picture each.

AI SOP creation

SMPs from video

Lockout points, tools and parts, torque values and a frame per step.

AI SMP

Autonomous maintenance

Operators run the daily clean, inspect, lubricate and retighten checks, and tag what they find.

Autonomous maintenance

FAQs

Standard maintenance procedure questions, answered

  1. A standard maintenance procedure is a documented, step-by-step method for a specific maintenance task, such as replacing a bearing, done the same safe way every time. It lists the tools, parts, lockout points and PPE, the steps with their torque values, and the sign-off.

  2. Five parts: a header with the asset, frequency and duration; safety with PPE and lockout/tagout checkpoints; a tools and parts list; numbered steps with a picture each and torque values where needed; and approval and sign-off.

  3. Film one technician walkthrough on a phone and upload it in Create with AI. LeanSuite drafts the procedure with torque values, lockout points, tools and PPE, and a frame per step; you edit it in Lean Creator, approve it and publish.

  4. An SOP describes how to run an operation; an SMP describes how to maintain a piece of equipment, so it leads with lockout points, tools, parts and torque values. LeanSuite drafts both from the same kind of video.

  5. Yes. Every generated document opens in Lean Creator for editing and approval, and stays a private draft until you publish it.

  6. Yes. Assign a procedure or checklist to an asset with a repeat rule, so whoever maintains that machine sees it and the history stays with the asset.

  7. They open it in the LeanSuite app on a phone or tablet, and each printed step carries a QR code that plays its clip. Technicians sign off per person, so you can see who has read the current revision.

Ready to write SMPs from video?

Bring one repair video and see the draft procedure it produces, or run a 90-day pilot on your own equipment.