PM planOfficial FreeMaint

Belt conveyor quarterly preventive maintenance plan

Quarterly plan for a belt conveyor: belt and splice, idlers, pulleys and lagging, cleaners and skirting, take-up, drive, guards and a test of every pull-cord and emergency stop; pulley bearings greased each quarter, gearbox oil changed once a year.

11 tasksConveyorsVersion 1Updated

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What’s inside

Schedule

Every 3 months

  • Fixed calendar: the next date does not move with the completion date.
  • Work order window: 7 days
Estimated duration: 3 hPriority: Medium

Imported inactive and without equipment: assign it to your assets, set its start date (the first due date), check the intervals against the manufacturer’s manual, then switch it on.

Tasks at each service

  1. Observe the conveyor running, from a safe position

    Walk the conveyor while it runs empty then loaded, outside the guards: belt tracking at the head, tail and along the run, spillage, carry-back on the return belt, and the noise of idlers and pulley bearings.

    Inspection20 min

    Risks: Never reach past a guard or touch a moving belt; stay away from the head, tail and take-up nip points.

  2. Inspect the belt and the splice

    Conveyor stopped and locked out, check the top and bottom covers, the edges for fraying, and the splice or mechanical fasteners for cracks, lifting and missing fasteners.

    Inspection20 min

    Risks: Isolate and lock out the drive, and release the take-up tension where work requires it, before any contact with the belt.

  3. Inspect the idlers and the return rollers

    Look for seized, worn, noisy or missing rollers and bent frames. A seized roller wears through quickly and can start a fire: replace it.

    Inspection30 min

  4. Inspect the pulleys and their lagging

    Check the drive, tail and bend pulleys for lagging wear and detachment, material build-up, and their bearing housings for cracks and loose bolts.

    Inspection15 min

  5. Adjust or replace the belt cleaners and the skirting

    Adjust the scraper blades to the belt, replace worn blades, and set the skirting rubbers so they seal without pressing hard on the belt.

    Action20 min

  6. Check the belt tension and the take-up travel

    Check that the take-up still has travel left in both directions and the belt does not slip on the drive pulley at start-up; shorten the belt if the take-up is at the end of its travel.

    Verification10 min

  7. Grease the pulley bearings

    Grease each pulley bearing with the grease type and quantity given by the manufacturer; never over-grease.

    Action15 min

    Tools: Grease gun

  8. Inspect the drive

    Check the gearbox oil level and leaks, the coupling or drive chain, the motor and gearbox mounting bolts, and the torque arm where fitted.

    Inspection15 min

  9. Change the gearbox oil

    Once a year, or at the interval given by the gearbox manufacturer for the oil used. Drain warm, inspect the drained oil for metal particles, and refill with the grade and quantity on the nameplate.

    Action45 minonce every 4 services

  10. Check that every guard is in place before restarting

    Check the guards at the head, tail, take-up and bend pulleys and along the drive, then remove the locks.

    Verification10 min

  11. Test every stop device along the conveyor and record the findings

    Pull each pull-cord switch along the full length and press each emergency stop button: the conveyor must stop and stay stopped until reset. Test the belt misalignment switches and the zero-speed switch where fitted. Record the findings and the parts replaced in the work order.

    Verification30 min

Parts (indicative)

  • Bearing grease cartridge × 1
  • Spare carrying idlers, size of the conveyor × 2

Tools (indicative)

  • Grease gun
  • Infrared thermometer — To find hot idlers and bearings
  • Personal lock and tag

Indicative list: on import it is written into the plan’s description, to link to your own inventory.

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Licence

Official FreeMaint template, free to use and adapt inside your FreeMaint workspace. An adaptation may be shared in the library under CC BY 4.0; its page then credits this template.

Templates are general guidance. They do not replace the manufacturer’s instructions, your site procedures or applicable regulations.

Equipment: Conveyors

Industries: Manufacturing, Food and beverage, Energy and utilities, Retail

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