EQUIPMENT HEALTH INDEX (EHI) REVIEW CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)


--- OVERALL PERFORMANCE & TRENDING ---
[ ] Current EHI Score
[ ] Previous EHI Score (for comparison)
[ ] Percentage Change in EHI Score
[ ] Summary of Key Trends Observed in EHI Data
[ ] Overall Assessment of Equipment Health (Based on EHI) (Excellent, Good, Fair, Poor)
[ ] Areas of Greatest Concern (Based on EHI) (Mechanical Systems, Electrical Systems, Process Control, Lubrication, Hydraulics)
[ ] Date of Last EHI Review
[ ] Recommendations for Further Investigation or Action

--- VIBRATION ANALYSIS ---
[ ] Overall Vibration Severity Score (RMS)
[ ] Axial Vibration (mm/s)
[ ] Radial Vibration (mm/s)
[ ] Tangential Vibration (mm/s)
[ ] Phase Analysis (if applicable) (Normal, Phase Shift Detected, Unstable Phase, Not Applicable)
[ ] Description of Observed Vibration Patterns
[ ] Vibration Spectrum Graph
[ ] Impulse Characteristics (if present) (None, Low, Moderate, High)
[ ] Date of Last Vibration Analysis

--- OIL ANALYSIS ---
[ ] Viscosity (cSt @ 40°C)
[ ] Total Base Number (TBN) (mg KOH/g)
[ ] Acid Number (AN) (mg KOH/g)
[ ] Water Content (%)
[ ] Wear Metal Concentration - Iron (ppm)
[ ] Wear Metal Concentration - Copper (ppm)
[ ] Particle Contamination (ISO Code) (ISO 00, ISO 03, ISO 06, ISO 09, ISO 12, ISO 14, ISO 16, ISO 18, ISO 21, ISO 24)
[ ] Observations/Comments on Oil Condition
[ ] Oil Sample Date
[ ] Oil Analysis Report

--- THERMOGRAPHY (INFRARED SCANNING) ---
[ ] Maximum Hotspot Temperature (Surface °C)
[ ] Ambient Temperature (°C)
[ ] Emissivity Value Used
[ ] Description of Hotspot Anomalies Observed (if any)
[ ] Areas Inspected (Select all that apply) (Electrical Panels, Motors & Drives, Pumps, Gearboxes, Process Piping, HVAC Systems, Other (Specify in long text))
[ ] Overall Thermal Image Quality (Excellent, Good, Fair, Poor)
[ ] Date of Thermography Scan
[ ] Time of Thermography Scan
[ ] Attach Thermography Image(s)

--- ULTRASONIC TESTING ---
[ ] Bearing Outer Race Defect Amplitude (dB)
[ ] Bearing Inner Race Defect Amplitude (dB)
[ ] Bearing Ball/Roller Defect Amplitude (dB)
[ ] Gear Mesh Frequency Amplitude (dB)
[ ] Description of Detected Anomalies (if any)
[ ] Leak Detection Status (No Leaks Detected, Minor Leak Detected, Significant Leak Detected, Leak Location Unknown)
[ ] Ultrasonic Sound Waveforms/Spectrum
[ ] Date of Ultrasonic Testing
[ ] Time of Ultrasonic Testing

--- PROCESS PARAMETER MONITORING ---
[ ] Production Rate (Units/Hour)
[ ] Operating Pressure (PSI)
[ ] Operating Temperature (Degrees Celsius)
[ ] Power Consumption (kW)
[ ] Cycle Time (Normal Range) (Within Specification, Slightly Outside, Significantly Outside)
[ ] Observed Process Anomalies/Deviations
[ ] Date of Last Process Parameter Calibration
[ ] Process Parameter Stability (Stable, Slightly Fluctuating, Highly Fluctuating)
[ ] Actions Taken Regarding Process Parameter Deviations

--- DATA INTEGRITY AND RELIABILITY ---
[ ] Data Source Accuracy Score (1-10)
[ ] Data Source Verification Method (Manual Review, Automated Validation, Calibration Records, Third-Party Audit)
[ ] Last Data Source Validation Date
[ ] Description of Data Validation Procedures
[ ] Data Transmission Method (Direct Connection, Wireless, Networked, Manual Entry)
[ ] Data Loss Rate (%)
[ ] Notes on data inconsistencies or anomalies detected
[ ] Calibration Status of Sensors (Within Calibration Period, Calibration Needed, Calibration Overdue)

--- ALARM MANAGEMENT & RESPONSE ---
[ ] Number of Unacknowledged Alarms
[ ] Alarm Response Protocol Followed? (Yes, No, N/A)
[ ] Brief Description of Alarm Response Actions Taken
[ ] Date of Last Alarm Response Training
[ ] Average Time to Acknowledge an Alarm
[ ] Root Cause Analysis Performed for Recurring Alarms? (Yes, No, N/A)
[ ] Summary of Findings from Root Cause Analysis (if applicable)
[ ] Attach screenshot of recent alarm log (if applicable)

--- MAINTENANCE HISTORY REVIEW ---
[ ] Number of Preventative Maintenance (PM) Tasks Completed on Time
[ ] Summary of Recurring Failure Modes
[ ] Date of Last Major Overhaul
[ ] Mean Time Between Failures (MTBF) – Current Value
[ ] Number of Unexpected Breakdowns in the Past 12 Months
[ ] Detailed Description of Most Recent Significant Repair
[ ] Root Cause Analysis (RCA) Documentation Available? (Yes, No, Partially Available)
[ ] Upload Maintenance Records/Logs (Optional)

--- CORRECTIVE ACTION EFFECTIVENESS ---
[ ] Pre-Corrective Action EHI Score
[ ] Post-Corrective Action EHI Score
[ ] Corrective Action Category (Mechanical, Electrical, Process, Lubrication, Software/Control System)
[ ] Description of Corrective Action Taken
[ ] Root Cause Identified (Initial Assessment) (Wear, Misalignment, Contamination, Design Flaw, Operator Error, Other)
[ ] Root Cause Verification Method (Visual Inspection, Vibration Analysis, Oil Analysis, Thermography, Ultrasonic Testing)
[ ] Description of Actual Root Cause (If Different)
[ ] Was the Corrective Action Effective? (Yes, No, Partially)
[ ] Explanation for Effectiveness Rating (If Partially or No)
[ ] Date of Follow-Up Review

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