Lubrication Self Assessment Tool

LUBRICATION SELF-ASSESSMENT TOOL ||||||||||

The Lubrication Self-Assessment will provide a snapshot overview of your lubrication program. The Lubrication Assessment asks several questions that will
guide you through the assessment process. Each section has a definition associated with the questions. Simply place the cursor over each topic category and
the topic definition will appear. When you are ready, move the cursor over the raw score column adjacent to the category. Five choices for each topic will
appear. Select your choice and type the corresponding number (1-5) into the Raw Score column. Your assessment score will appear in the Assessment Score
column. Repeat this process until you have answered all of the questions. Your overall Lubrication Program Assessment Score will be calculated automatically.

Question Raw Score (1-5) Assessment Score (0-100%)

Program Management Scoring Criteria
Does my lubrication program define the roles and responsibilities of program management to include the
establishment, awareness, acceptance, and commitment to maintaining the lubrication program as well 0
as defining management’s responsibilities?

From a management perspective, is the overall health of the lubrication program defined by comparing
0
the current standards and protocols in place to best practices?.

Have I consolidate lubricant tpes, grades and suppliers? 0

Do I include lubriction standards as part of my purchasing requirements for new assets 0

0%
Main Storeroom and Procurement Scoring Criteria
Do I have an approved lubricants listing and a defined lubrication selection authorization process
0
developed?

Are my vendor selection criteria identified? 0

Do I have a defined lubrication receipt sampling process and acceptance criteria? 0

Do I calculate lubrication volume used compared to lubrication volume stored to determine minimum and
0
maximum stocking requirements?
Satellite Storage and Controls Scoring Criteria
Do my satellite storage and control procedures define requirements for storage, handling, shelf life
0
considerations and filtering of lubricants?

Do I have a lubrication recording and tracking system? 0

Do I filter new lubricants received prior to use? 0

Do I have procedures for tagging and labeling of lubricants? 0

Do I have lubrication spill controls in place? 0

Do I have segregation requirements for food grade and non-food grade lubrication storage? 0

Do I have a process in place for lubrication stock rotation? 0

Have I defined partially used lubrication storage requirements? 0

Do I have satellite storage room/locker cleanliness requirements procedures in place? 0

0%
Application Scoring Criteria

Have I identified all of my assets that require lubrication and do they reside in my CMMS(EAM)? 0

Do my Preventive Maintenance Procedures (Job Plans) clearly identify the Application Methods,
0
Dosages and Frequencies?

Have I conducted Engineering calculations to determine lubricant dosages for each asset? 0

Are all sumps and application points clearly labeled with the lubricant required? 0

Do I have a Predictive Maintenance Program (Tribology) in place? 0

Do I have metrics in place that audit the application of lubricants ? 0

Are all of my grease guns properly labeled and volume tested? 0

Have I defined the requirements for Contractors conducting Lubrication activities? 0

Do I have a defined process for adding new assets to the lubrication program? 0
0%
Disposal Requirements Scoring Criteria

Do my disposal procedures define the process for disposing of used and contaminated lubricants? 0

Do my disposal procedures identify the process for disposal of materials used to remove excess
0
lubricants or to clean lubricant spills?
Do I have designated lubricant waste receptacles for empty, expired, contaminated, or damaged lubricant
0
containers and aerosol spray containers?

Do my disposal requirements identify a list of lubricants and their individual disposal requirements? 0
0%
Training and Skill Levels Scoring Criteria
Does my lubrication training program clearly define the levels of expertise required and the qualifications
0
to reach each certification?

Does my lubrication training program teach personnel proper lubrication handling procedures? 0
0%
Sampling and Analysis Scoring Criteria

Do my sampling and analysis procedures ensure consistent scheduling and sampling of lubricants? 0

Do my policies for condition monitoring of critical assets require the documentation and record retention
0
of lab results?
Are my lubrication analysis reports reviewed, and work orders generated when out-of-specification
0
readings occur?

Do I routinely inspect my lubricant filters during change out? 0

Do I have clear and bright sampling technique procedures that conduct a visual assessment of oil to
0
identify water and suspended solids ? 0%
Lubrication Self-Assessment Result 0%

The overall Lubrication Self-Assessment score reflects the current condition of your maintenance program. Match the color of your result to the descriptions
below.
Red (0-20%:) Your lubrication program is not effective. You are inducing failure, causing damage to your assets.
Pink (21-40%): Your equipment is running to failure. Asset breakdown is imminent. Your lubrication program is in critical need of improvement.
Yellow (41-60%): Conducting minimal lubrication and tribology tasks, but not creating a significant amount of value.
Blue (61-80%): You are performing some lubrication preventive maintenance tasks and some tribology. There is more you could do to improve your
lubrication program.
Green (81-100%): Congratulations, you have an effective program in place!
For more information about how to set up an effective Lubrication Program, email info@LCE.com PHONE: 843.744.7110WEBSITE: www.LCE.com