What Is a Statutory Maintenance Schedule?

A service visit, a safety check and a formal examination are different activities. One entry marked “annual maintenance” cannot explain which of these has been completed. The schedule needs the actual task and its required evidence.

HSE's work equipment inspection guidance explains that inspection needs and intervals depend on the equipment and risk. Not every item needs a formal inspection. Tasks required under other specific regimes need their own applicable basis.

Include the asset reference and location, task description, source of the requirement, timing basis, next due date and responsible person. Add the competence required, access arrangements, previous completion evidence and any outstanding findings.

Where timing is determined by a competent person's examination scheme or assessment, retain that document and its version. Where a deadline is prescribed, preserve the deadline in the schedule. Do not replace the underlying requirement with the contractor's next available appointment.

Group compatible work to reduce disruption, while retaining separate task records. A combined visit must still show each inspection or maintenance activity completed, who carried it out and the evidence produced.

Prepare access, shutdowns and permits before the visit. If a task is missed, record the reason and escalate the outstanding requirement. Moving the calendar entry does not demonstrate completion or resolve the effect of the delay.

A report can identify remedial work even when the inspection itself is complete. Link each finding to its action, priority, authoriser and completion evidence. Keep the original report available so later decisions can be traced to the actual finding.

Record operating restrictions and communicate them to the people using the equipment. An administrative status must reflect the technical position, including equipment that remains out of use.

Review the schedule when equipment is installed, removed or modified, when use changes, and when new findings affect the maintenance arrangements. Update the asset record and the task together. This prevents retired items remaining on the programme and new equipment being omitted.

No. A maintenance programme combines applicable legal duties, manufacturer requirements, risk-based work and client priorities. Record the basis for each task.

Only the work identified in the document is evidenced. Match each record to the specific task and asset it covers.

Name the person responsible for maintaining the schedule and progressing actions. Appointing a contractor does not by itself transfer the client's statutory responsibilities.

Explore Statutory Maintenance, read how maintenance frequencies are determined and how follow-on work is managed, or discuss your maintenance requirements.