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Audit template in the LeanSuite app

Last reviewed

Maintenance workshop housekeeping audit checklist

A monthly audit of the maintenance workshop: tools, spare parts, the work area, and the safety kit and paperwork kept there. The 13 questions treat the shop like any other area under 5S, with complete shadow boards, bins labelled with a minimum and maximum, and nothing unidentified on the shelves. It pays off during a breakdown, when the right part and tool have to be found fast.

The maintenance supervisor or a 5S lead runs it, and it works best when the technicians score it with them. What a failed audit looks like: an empty outline on the shadow board where the torque wrench should hang, an unlabeled bearing in a bin of mixed parts, oils with no labels on an open shelf, and a lockout station short of locks because they are still on a machine from last week.

What it is for, as built: Monthly housekeeping and organisation audit of the maintenance workshop.

Use this template in LeanSuite

The full question list

The 13 questions in the audit

Every question is answered Yes, No or N/A. Each No is flagged and asks for a photo and a comment, so the finding arrives with its evidence.

Tools

  1. 1Shadow boards or tool storage are complete
  2. 2Calibrated tools are in date
  3. 3Damaged tools are removed or repaired

Parts and materials

  1. 4Spare parts bins are labelled with minimum and maximum
  2. 5There are no unidentified parts or materials
  3. 6Oils and chemicals are labelled and stored properly

Work area

  1. 7Benches and floors are clean and clear
  2. 8Waste is separated and bins are not overflowing
  3. 9Machine tools have their guards in place

Safety and records

  1. 10PPE is available and in good condition
  2. 11Lockout equipment is complete
  3. 12A first aid kit and fire extinguisher are in place
  4. 13Work order paperwork is filled in and filed

Worked example, illustrative

A filled-in example

One section as it might be filled in on the floor, with every other section of the audit answered Yes. The place and finding are made up to show how the audit reads and scores.

Result: pass, 92.3% against a pass mark of 80

  • 13 questions, all of them count.
  • 1 answered No, so 12 of 13 are Yes: 12 ÷ 13 = 92.3%.
  • 92.3% is at or above 80, so the audit passes. The No still needs its fix.

What happened next: Storekeeper identified and binned what could be matched and scrapped the rest, finished by the end of the week.

Scored here as one point per question with N/A left out. In the app each answer carries the points set on the template, so change them after you clone it if your plant weighs some checks more.

Maintenance Workshop Housekeeping Audit

Audit, monthly

Parts and materials

  1. Spare parts bins are labelled with minimum and maximumYes
  2. There are no unidentified parts or materialsNo

    Comment: Tray of mixed bearings and seals on the bottom shelf by the lathe, no part numbers, some out of their packets.

    Photo attached to the No

  3. Oils and chemicals are labelled and stored properlyYes
Drawn from this template's own questions, not a screenshot of the app. Illustrative answers.

When to use it

  • Once a month.
  • An auditor or leader answers each question from what they see, hear and read in the area.

How it is scored

The template is built with points per answer and a pass mark of 80. In this library every audit is set to pass at 80 and every inspection at 90. Each submitted audit shows its score and pass or fail, and every No is flagged with its photo and comment.

Change the points or the pass mark after you clone it. How rules and scoring work.

Read and print

More in maintenance and equipment

All maintenance and equipment templates

FAQ

Maintenance workshop housekeeping audit checklist: common questions

  1. Monthly, at a set time the technicians know about, so the score reflects normal working rather than a tidy-up. Walk it again after a big breakdown or a shutdown week, when parts and tools end up wherever they were dropped, when a new technician joins, and after any change to the shadow boards or bin locations.

  2. The maintenance supervisor or a 5S lead, with one or two technicians scoring alongside so the result is theirs too. They need to know the bin minimums and maximums, which tools are on the calibration list, and where the lockout station should stand. Findings go to the maintenance manager, who clears time and money for the fixes.

  3. A fail means the shop will slow down the next breakdown: a torque wrench missing or out of calibration, a bearing nobody can identify, a lockout station short of locks. Deal with safety items first, locks and guards the same day, then give each other No an owner and a date, posted where the team sees it. In this template every No is flagged and asks for a photo and a comment, and an audit that scores under its pass mark of 80 is a fail.

  4. Keep the date, who scored it, the score by section, a photo of each No, and the fix with its owner and completion date. Month on month the section scores show whether tools, parts or paperwork is the recurring weak spot, and photos of the same shadow board over the months show whether the shop holds its standard. In LeanSuite each submitted audit is stored with its score, its pass or fail, and the photo and comment on every No.

  5. 13 questions in 4 sections: tools, parts and materials, work area, and safety and records. Every question is answered Yes, No or N/A.

Use this template in LeanSuite

It is ready in the Template Marketplace inside Lean Creator as “Maintenance Workshop Housekeeping Audit”. Clone it into your plant, change any question, then schedule it to a person, role or asset with reminders. Auditors complete it on a phone or tablet, with photo evidence where required.

Not on LeanSuite yet? On a 90-day pilot our team sets up your account and digitizes the forms and checklists you use today, this one included.

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