Governance & Policy Framework :

1. Verify existence of documented maintenance planning policies and procedures.

2. Confirm roles and responsibilities for planners and maintenance heads are defined.

3. Assess oversight mechanisms (e.g., reviews by engineering/operations).

Master Data Controls:

1. Review completeness and accuracy of master data (equipment, functional locations, BOMs).

2. Check for maker-checker controls in master data updates.

3. Verify validity of task lists and work centers assigned to mechanical assets.

Maintenance Planning Process:

1. Evaluate usage of maintenance strategies (e.g., time-based, usage-based).

2. Review process for creating and scheduling maintenance plans.

3. Confirm alignment of planned maintenance with equipment criticality.

4. Verify adherence to scheduled maintenance intervals.

Work Order Lifecycle:

1. Examine sample work orders for correct linkage to maintenance plans.

2. Check evidence of supervisor review and work completion confirmations.

3. Ensure material consumption and time confirmation are appropriately recorded.

4. Confirm proper closure of work orders with adequate documentation.

System Configuration & Access Controls:

1. Review SAP PM configuration relevant to planning and scheduling.

2. Validate role-based access controls for planners and technicians.

3. Check for automated alerts/escalations for overdue work orders.

Monitoring & Reporting:

1. Review use of maintenance KPIs (e.g., schedule compliance, backlog analysis).

2. Assess exception reports or dashboards used by maintenance planners.

Compliance & Risk Management

1. Check integration of safety checks in planning processes.

2. Verify documentation of risk assessment in scheduling critical maintenance.