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Lubrication schedule template
A lubrication schedule lists every lubrication point on a machine with the lubricant, the method, the amount and how often, and who does it, so each point gets the right lubricant in the right amount at the right time. Too little lubrication wears bearings, chains and slides; too much or the wrong kind causes failures too. In autonomous maintenance, the simpler points go to operators as part of their clean, inspect, lubricate and retighten routine, and the rest stay with maintenance. Page 1 of this template has a row per lube point with lubricant, method, amount, frequency, operator or maintenance, time, last done and next due. Page 2 is a month of sign-offs per point and a log of abnormalities found. The Excel version works out the next due date from the last done date and the frequency, flags overdue points, works out the minutes per week for operators and for maintenance, and has a record sheet.
Free to use: print it, copy it and edit it for your team. Enter your name and work email once to download.
Fields for machine, asset number and area, keys for frequency and who does it, and a table of lube points with lubricant, method, amount, frequency, who, time, last done, next due and notes.Lube pointsLubricant, method and amountFrequencyOperator or maintenanceNext due datesMinutes per weekMonthly record and abnormalities
When to use it
When to use a lubrication schedule
- For every machine with grease points, oil levels, chains, slides or gearboxes.
- When handing basic lubrication to operators as part of autonomous maintenance.
- After a bearing, chain or gearbox failure traced to lubrication.
- When lubricants are mixed up, or nobody is sure which points were done.
How to fill it in
- 1
Find every point
Walk the machine with the maker's manual and number each lube point on the machine and in a photo.
- 2
Write the standard
For each point: lubricant type and grade, method, amount (shots, ml, fill to level) and frequency, from the manual.
- 3
Split the work
Give operators the points they can reach safely with the machine in a safe state; keep the rest with maintenance. Check the minutes per week fit the time available.
- 4
Color-code
Match the color on each point to its lubricant and grease gun, so the wrong lubricant cannot go in.
- 5
Sign off each point
Initial the day each point is done, and update the last done date. Anything abnormal gets a tag.
- 6
Review
Look at overdue points and abnormalities each week. Points that are always dry or always leaking need a fix, not more grease.
A filled-in example
Illustrative, not a benchmarkAn example: a packaging machine with 14 lube points (illustrative).
Who does the example machine's 14 lube points
- Operators: 8 points
- Maintenance: 6 points
- Operatorsabout 20 min a week
- Maintenance (averaged over the year)about 25 min a week
8 of the 14 points go to operators, about 20 minutes a week; 6 go to maintenance, about 25 minutes a week averaged over the year.
- 8 points to operators: 6 grease nipples weekly (2 shots each), a chain oiled daily, a gearbox sight glass checked weekly.
- 6 points to maintenance: two gearbox oil changes yearly, the two main bearings and the sealing jaw guide rails greased monthly, the vacuum pump oil quarterly.
- Operator time: about 20 minutes a week. Maintenance: about 25 minutes a week averaged over the year.
- In the first month, two grease nipples were found blocked and one chain dry on a Monday after a long weekend.
The blocked nipples were replaced, the chain oiler moved to the start-of-shift check, and no point was overdue for the rest of the quarter.
Common mistakes
More grease is better
A bearing packed too full runs hot. Put the amount on the standard and train it.
Mixed lubricants
The wrong grease in a point can fail it. Color-code points, lubricants and guns.
Points nobody can reach
A point that needs guards off will be skipped. Move it with a remote line, or keep it with maintenance.
Ticks with no look
Lubrication is also inspection: a leak, a dry chain or a blocked fitting is a finding, not a tick.
Download the template
Free to use: print it, copy it and edit it for your team. Enter your name and work email once to download.
Run this template in LeanSuite
In LeanSuite each machine's clean, inspect, lubricate and retighten routine is a checklist on the operator's Daily Standard Work, assigned to a person, a role or the machine with a repeat rule, and missed checks show in red.
See it in a 45-minute demoIn the lean glossary
Guides
- CILR: Clean Inspect Lubricate Retighten in Manufacturing
- Autonomous Maintenance: The Seven-Step Process
- Autonomous maintenance examples: tags, fixes and visual controls by step
- Autonomous Maintenance: Empowering Operators for Equipment Excellence
- Paper Equipment Care Checklists Kill Reliability Programs
Put it on the wall
FAQ
Lubrication schedule template: common questions
Every lube point on the machine, with the lubricant type and grade, the method, the amount, the frequency, who does it, and the last done and next due dates.
As the maker's manual says for each point, adjusted for how hard the machine runs and its environment. Heat, dust and washdown usually mean shorter intervals.
The simpler points, yes: it is part of autonomous maintenance. Train them on the standard, color-code the points, and keep points that need guards off or special skills with maintenance.
Time per point multiplied by how many times a week it is done: 7 divided by the interval in days, with a month counted as 365.25 divided by 12 days, and every shift counted as daily times your shifts per day.
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- I-MR chart template (individuals and moving range)Up to 100 single readings with moving ranges, limits from a baseline, five run-rule flags, both charts, a second phase and a reaction log.
- Kaizen event preparation checklistEverything that has to be ready before a kaizen event and done after it: 44 items with owners and due dates from 6 weeks before day 1 to 30 days after, five go or no-go gates and a day-by-day agenda.
- Attribute control chart template (p, np, c and u charts)p, np, c and u charts in one workbook: a chart selector, a sample size check, limits for each subgroup, signal flags and four worked examples.
- Tier 2 meeting agenda and escalation sheetA 15-minute tier 2 agenda in ten timed blocks, fixed roles and rules, escalation triggers with time limits, and a log that ages every escalation and sends the answer back down.
- HACCP plan template: hazard analysis and CCP worksheetThe Codex 12 steps in one workbook: team and product, process steps checked on site, hazard analysis with the CCP decision tree, the CCP table with completeness checks, an allergen matrix and a verification schedule.
- Forklift operator training and evaluation recordPer-operator training and evaluation record, a register with three-year due dates and refresher triggers, and a weighted practical evaluation scoresheet.
- REBA worksheet (Rapid Entire Body Assessment)Score up to six postures with REBA: body-part drop-downs, Tables A, B and C as lookups, final score and action level, and a before and after comparison.
- Mock recall template: traceability exercise worksheetTrace a finished lot back to every input lot and forward to every first customer, reconcile the quantities against a tolerance and time it against your target.
- ISO 9001 internal audit checklist (production area)46 audit questions for the production floor in 11 processes, each with its ISO 9001:2015 clause, what evidence to look for and the sample to take, plus five defined grades, a findings log, a finding report and a summary by clause.
- ISO 45001 internal audit checklist44 audit questions for the plant floor in 16 safety topics, each with its ISO 45001:2018 clause, the evidence to look for and the sample to take, plus 12 worker interview prompts, a findings log and a summary by clause.
- Plan for every part (PFEP) templateOne row per part: supplier, pack, container, usage, lead time and locations, with ABC classes, market and line kanban counts and a lineside space check.
- Food plant GMP inspection checklist (21 CFR 117 subpart B)55 checks in the order of 21 CFR 117 subpart B, each citing its paragraph and saying what to look at, with a grade, finding, owner and due date; results by section and grade, a walk route and a bakery example.
- Master sanitation schedule with pre-op verificationA master list of cleaning tasks by area and equipment with frequency, chemical, lockout, who and next due date, a weekly on-time count, and the pre-operational verification log with a release step.
- Changeover matrix templateA from-to matrix of changeover minutes with the clean each transition needs (allergen, colour, format), and a weekly planner that totals the order and suggests a shorter one.
- Measurement uncertainty budget templateA GUM uncertainty budget: Type A and B rows, divisors by distribution, sensitivity coefficients, uc, νeff, k from the t-table, U, TUR and a guard band check.
- Video time study filming checklistA pre-shoot checklist and shot log for filming a time study on video: camera, light, people, settings, power and review.
- Reorder point and safety stock sheet (many parts)Safety stock, reorder point, order quantity and an order list for up to 500 parts, worked out from each part's own demand and lead time history.
- OSHA compliance calendar (general industry)37 recurring federal OSHA duties with the paragraph, interval, owner, next due date and an overdue flag, plus a 12-month view and counts by owner.
- TRIR and DART rate trackerMonthly hours, OSHA 300 case counts and near misses in; rolling 12-month TRIR and DART rate, a case budget against your target and a trend chart out.
- Energy use and EnPI trackerMonthly electricity, gas and fuel in one unit, a 12-month regression baseline, expected against actual energy for each month, an EnPI ratio, the running saving and the tests that say whether the model can be trusted.
- FIFO lane sizing sheetThe maximum for a FIFO lane from the stop it must cover, in whole containers, with length, refill and wait checks for up to eight lanes.
- Pugh matrix templateCompare up to 8 concepts with a datum as better, same or worse on up to 12 criteria, flag must-haves, and carry the strongest into a second round.
- Machine guarding inspection sheetA machine register with due dates and a status per machine, 21 checks tied to OSHA 1910.212, .219 and .147, a guard opening check against Table O-10, and an action log.
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A shift handover sheet, a red tag log, a changeover checklist for one machine: if your team uses it on the floor, ask.