Objective:
By the end of this module, a trainee will be able to:
Understand the operator’s role in preventive and corrective maintenance.
Perform routine equipment inspections and basic care.
Coordinate effectively with the maintenance team for repairs and preventive tasks.
Maintain accurate logs and records of equipment condition.
Promote equipment reliability and safety.
Definition:
Preventive Maintenance = planned activities to keep equipment in optimal condition and prevent failures.
Corrective Maintenance = reactive repair after equipment malfunctions or breakdown.
Operator Care = daily attention to equipment for smooth operation, including lubrication, monitoring, and minor adjustments.
Importance:
Reduces unexpected downtime and process interruptions.
Extends equipment life and reliability.
Enhances safety by preventing equipment-related hazards.
Operator Role:
Conduct routine inspections and rounds.
Detect early signs of wear, leaks, vibration, or abnormal noise.
Coordinate with maintenance for repairs and preventive activities.
Analogy:
Maintenance = “regular health checkup and exercise for the plant’s equipment.”
Daily Inspections
Check pumps, compressors, motors, valves, heat exchangers, and safety devices
Monitoring
Observe vibration, temperature, pressure, flow, and level trends
Lubrication
Apply lubricants to rotating equipment as per schedule
Minor Adjustments
Tighten loose fittings, adjust alignment, clean strainers
Reporting
Notify maintenance team of abnormal conditions, leaks, or wear
Documentation
Record inspections, maintenance performed, and observed anomalies
Operator Tips:
Always follow SOPs and safety guidelines during inspections.
Use PPE and lockout/tagout when handling equipment.
Be proactive—early detection prevents major failures.
Key Points:
Scheduled Checks – pumps, compressors, valves, motors.
Calibration & Testing – instruments and sensors checked periodically.
Cleaning – strainers, filters, heat exchanger tubes.
Lubrication & Oil Change – for rotating equipment.
Alignment & Adjustment – check belts, shafts, couplings, and seals.
Operator Role:
Ensure maintenance schedules are visible and followed.
Perform routine cleaning, lubrication, and minor adjustments.
Communicate any potential issues detected during operation.
Analogy:
Preventive maintenance = “changing oil and checking tires regularly to prevent car breakdown.”
Best Practices:
Clear Communication: report issues promptly and clearly.
Documentation: provide observations, readings, and trends.
Scheduling: coordinate shutdowns or minor repairs to minimize production impact.
Follow-up: confirm that corrective actions were performed correctly.
Safety First: ensure lockout/tagout and isolation procedures are applied.
Operator Tips:
Use standardized forms or digital logs for reporting.
Participate in pre-maintenance briefings for critical equipment.
Track equipment history to anticipate future maintenance needs.
Pumps
Check seals, vibration, lubrication, suction
Schedule: Daily/weekly
Compressors
Oil level, cooling, vibration, pressure
Schedule: Daily/weekly
Heat Exchangers
Check for fouling, leaks
Schedule: Weekly/monthly
Valves
Operate to prevent sticking, check packing
Schedule: Weekly/monthly
Motors
Temperature, vibration, noise
Schedule: Daily/weekly
Strainers & Filters
Clean or replace
Schedule: Weekly/monthly
Operator Tips:
Visual and sensory checks are important: listen, feel, smell for abnormalities.
Always follow plant SOPs and OEM recommendations.
Document each inspection for reference.
Pump vibration
Misalignment, cavitation
Notify maintenance, check suction, reduce load if needed
Excessive heat
Bearing or motor overheating
Stop equipment if unsafe, notify maintenance
Leak
Seal, gasket, flange failure
Isolate equipment, report immediately
Flow drop
Blocked strainer or valve
Inspect strainer, check valve position, notify maintenance
Noise
Mechanical wear, loose bolts
Investigate safely, report to maintenance
Operator Tips:
Early detection prevents unplanned shutdowns.
Compare readings to baseline normal operation.
Document all abnormalities clearly.
What are the main responsibilities of an operator in maintenance coordination?
Name three preventive maintenance activities operators can perform.
How should operators report equipment abnormalities?
Why is lubrication and equipment inspection important?
Give an analogy for operator involvement in maintenance.
What should an operator do if a pump shows abnormal vibration?
Videos:
Daily inspection rounds demonstration
Lubrication and minor adjustments for pumps and compressors
Coordination with maintenance team on equipment issues
Diagrams / Infographics:
Equipment care checklist
Lubrication points on pumps and compressors
Maintenance workflow diagram
PDF Downloads:
Daily/weekly inspection checklist template
Maintenance request form
Equipment condition logbook template
Interactive:
Embedded quizzes
Scenario exercises: detect equipment abnormalities and take proper operator action
Operators play a critical role in preventive maintenance and equipment care.
Routine inspections, lubrication, and minor adjustments prevent breakdowns and improve reliability.
Clear communication and documentation ensure maintenance efficiency and accountability.
Early detection of abnormal conditions reduces unplanned downtime and enhances safety.
Collaboration between operations and maintenance teams is essential for sustained plant performance.