Maintenance Compliance
Monitor preventive maintenance compliance with completion rate metrics, overdue plan detection, and execution trends. Essential for audits and continuous improvement.
Maintenance Compliance
The Compliance dashboard gives you a single view of how well your preventive maintenance program is being followed. It answers the question every plant manager and auditor asks: "Are we actually doing the planned maintenance on time?" — with numbers, trends, and per-asset breakdowns, not with gut feelings or spreadsheet estimates.
What is it for?
In most plants, maintenance plans exist on paper (or in the system) but execution compliance is never measured. Plans slip by days or weeks without anyone tracking it. The Compliance dashboard changes that by:
- Showing the overall compliance rate for any period (last week, month, quarter)
- Identifying which specific plans are overdue and by how many days
- Breaking down compliance by asset so you can see which equipment is being neglected
- Showing the trend of tasks created versus completed to detect growing backlogs
- Providing exportable evidence for ISO and regulatory audits
How does it work?
The compliance rate is calculated automatically from the task data:
Compliance rate = (Tasks completed on time ÷ Total tasks generated) × 100
The system evaluates every plan daily and flags those where the scheduled date has passed without execution. Plans on pause are excluded from the calculation.
How to use it?
Access the compliance dashboard
Go to Maintenance > Compliance in the sidebar.
Interpret the compliance rate
| Rate | What it means |
|---|---|
| 90–100% | Excellent — the maintenance program is consistently followed |
| 70–89% | Acceptable — there is room for improvement in execution |
| 50–69% | Poor — immediate attention required |
| Below 50% | Critical — the maintenance program is not being followed |
Identify overdue plans
The dashboard flags every plan by its current status:
| Status | What it means |
|---|---|
| On track | The plan was executed on its last scheduled date |
| Overdue | The scheduled date has passed without execution |
| Upcoming | The next execution is within the next 24 hours |
| Paused | The plan is temporarily paused and not evaluated |
Overdue plans represent maintenance that was not performed. Each day of delay increases the risk of unplanned failure and may affect regulatory compliance for certain equipment.
Review compliance by asset
The asset breakdown table shows each piece of equipment's maintenance record:
| Column | What it shows |
|---|---|
| Asset | Equipment name |
| Active plans | Number of enabled maintenance plans for that asset |
| Tasks generated | Total work orders created in the period |
| Completed | Tasks finished (status: done) |
| Rate | Completion percentage |
| Last maintenance | Date of the last completed maintenance task |
Assets with low completion rates and long gaps since their last maintenance are the ones that need immediate attention.
Analyze the daily trend
The trend chart shows two lines:
- Tasks created: new maintenance work orders generated per day
- Tasks completed: maintenance work orders finished per day
When both lines are close together, the team is keeping up. A growing gap between the two lines means work is accumulating faster than it is being completed — a signal to investigate capacity, staffing, or plan frequency.
Track average completion time
This metric shows how long, on average, a maintenance task takes from creation to completion:
| Time | Assessment |
|---|---|
| Under 4 hours | Excellent response |
| 4 to 24 hours | Within expectations |
| 1 to 3 days | Process review needed |
| Over 3 days | Immediate corrective action needed |
Filter the view
Use the available filters to focus the analysis:
- Period: last week, last month, last quarter, or custom range
- Asset: see the compliance record for one specific piece of equipment
- Department: see only the plans from a specific maintenance team
- Plan status: filter to show only overdue plans, or only upcoming ones
Export for audits
When an audit requires evidence of maintenance compliance:
- Apply the filters for the required period and scope.
- Click Export.
- Choose PDF (for presentation) or Excel (for detailed analysis).
The exported file includes the generation date, analyzed period, and applied filters.
Key benefits
- Real-time compliance rate without manual tracking or spreadsheets
- Automatic identification of overdue plans — nothing falls through the cracks
- Per-asset breakdown to find which equipment is being neglected
- Daily trend chart to detect backlog accumulation before it becomes critical
- Exportable compliance report for ISO 9001, ISO 55001, and regulatory audits
- Integration with escalation rules to automatically notify managers when plans become overdue
Common use cases
Scenario 1: Weekly compliance review Every Monday morning, the maintenance manager opens the Compliance dashboard for the previous week. They see a compliance rate of 78% — below the 85% target. The asset breakdown shows that pumps in Area B have 3 overdue plans. They call the area coordinator and find that two technicians were on sick leave last week. They reschedule the overdue plans for that week and adjust the workload distribution.
Scenario 2: ISO 9001 audit preparation The quality team has an ISO 9001 surveillance audit next month. The auditor will ask for evidence of preventive maintenance compliance for the past year. The compliance manager exports the quarterly compliance reports for Q1, Q2, and Q3, each with a PDF showing compliance rates by asset and department. The audit evidence is ready in under 10 minutes.
Scenario 3: Detect a growing backlog The trend chart for March shows that over the last 10 days, tasks created is running at 12 per day while tasks completed is running at 7 per day. The gap is growing. The maintenance manager investigates and discovers that a new production line added 5 additional maintenance plans in March but no extra technician was assigned. They request one additional headcount for the maintenance team.
Plan Execution
Execute maintenance plans manually or on demand, preview what a plan will generate before running it, and review the complete execution history.
AI Optimization
Generate maintenance plans with AI based on equipment data and manufacturer recommendations, optimize plan frequencies based on execution history, and adjust counter thresholds adaptively.