Maintenance & Reliability · PM Log

Total Productive Maintenance TPM Operator Autonomous Care Checklist

Daily operator-led autonomous maintenance procedure for production equipment — covering LOTO isolation, cleaning, detailed inspection, critical parameter measurement, lubrication, function verification, and documentation escalation.

Estimated Time
30 min
Difficulty
Intermediate
Regulation
CSA Z432 / ISO 14224
Version
1.0
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Purpose

This procedure defines the standard work sequence for production operators to perform daily autonomous care on their assigned machinery. By systematically cleaning, inspecting, lubricating, and documenting machine condition, the operator becomes the first line of defence against degradation, defect generation, and unplanned downtime. The goal is zero breakdowns, zero defects, and zero safety incidents through operator ownership of basic machine health.

Scope

Applies to all production equipment within manufacturing cells designated for TPM Level 1 (Autonomous Maintenance) — including CNC lathes, milling centres, presses, injection moulding machines, conveyors, and robotic workcells. Excludes utility systems (compressors, chillers) and equipment under active corrective maintenance. Operators who have completed the TPM Awareness and LOTO training modules are authorised to perform this checklist. A signed-off daily log is required before production release.

Safety Precautions
  • LOTOZero-energy isolation is mandatory before any cleaning, inspection, or lubrication task that requires entering the machine envelope. Follow plant-specific lockout/tagout procedure — personal padlock, group hasp, and verification of energy isolation.
  • PPEWear ANSI Z87.1-rated safety glasses with side shields, cut-resistant gloves (ANSI A5 or higher), steel-toed boots, and hearing protection if ambient noise exceeds 85 dBA. Remove all jewellery and secure loose clothing.
  • HOTBearing housings, spindle drives, and hydraulic systems may reach surface temperatures exceeding 60 °C. Use the infrared thermometer to verify surface temperature before contact. Allow one minute of cool-down if reading exceeds 50 °C.
  • CHEMOnly use approved degreasers and lubricants with an available Safety Data Sheet (SDS). Do not mix cleaning agents. Wear nitrile gloves when handling solvents. Ensure adequate ventilation in the work area.
  • PINCHKeep hands clear of all pinch points — ball screw covers, belt tensioners, chain drives, and clamp mechanisms. Use the 3-in-1 inspection gauge to probe seals and drains; never use fingers for blind probing.
Required Tools & Materials
  • 3-in-1 inspection gauge (feeler, hook, mirror) — part no. INS-100
  • Approved industrial degreaser (SDS on file) and lint-free cellulose wipes
  • Calibrated grease gun with machine-specific NLGI #2 or #1 grease
  • Digital torque wrench (range 5–200 N·m, calibrated within 12 months)
  • Tachometer / strobe light for rotational speed verification
  • Infrared thermometer (contact or non-contact, ±1.5 °C accuracy)
  • Refractometer for coolant concentration check
  • Operator autonomous care checklist (paper or digital CMMS form)
  • Lockout/tagout kit (personal padlock, group hasp, danger tag, lockout station key)
  • PPE as listed in Safety Precautions above

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Procedure: Step-by-Step
1 Lockout / Tagout (LOTO) isolation — Shut down the machine at the main disconnect. Apply personal padlock and group hasp. Verify zero energy state by attempting a normal start from the operator panel. Tag the isolation point with operator name, date, and reason code.
2 Rough cleaning and debris removal — Remove loose chips, swarf, dust, and process debris from all accessible surfaces using approved brushes and wipes. Do not use compressed air unless a chip containment system is active. Focus on slideways, ball screws, cooling grilles, and electrical enclosure vents.
3 Detailed visual and tactile inspection — Using the 3-in-1 gauge, inspect all seals, wipers, and covers for cuts or hardening. Check fasteners for signs of loosening (witness marks misaligned). Probe drain holes and lubrication return lines for blockages. Document any fluid puddles, corrosion, or abnormal wear patterns on the checklist.
4 Critical parameter measurement — Measure and record: spindle or main drive vibration (mm/s or in/s RMS), bearing temperature via infrared thermometer (baseline ±5 °C), belt tension using the force-deflection method, and coolant concentration with a refractometer. Compare all values against the machine specification card affixed to the control panel.
5 Lubrication execution — Grease all zerk fittings per the machine lubrication chart using only the specified NLGI grade. Apply 3–5 pumps on high-frequency points, 1–2 pumps on low-frequency points. Wipe purge grease from relief valves. Top off oil bath reservoirs to the centre of the sight glass. Record the quantity and type of lubricant added.
6 Reassembly and function verification — Remove all cleaning tools and loose materials from the machine envelope. Close and latch all guards and interlocks. Remove LOTO device per the group lockout procedure. Power on and run through a dry cycle (no workpiece). Listen for abnormal noise, feel for excessive vibration, and verify all safety light curtains and e-stops are functional. Confirm that the machine returns to a ready state.
7 Documentation and escalation — Complete the autonomous care checklist: mark each task as pass/fail/not applicable. Note any abnormalities observed, measurements taken, and lubricant usage. If a condition exceeds the control limit (e.g., temperature delta >8 °C, vibration spike >1.5x baseline), escalate immediately to the maintenance planner via ServiceGrid or shift supervisor. File the checklist in the machine history binder.

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