What condition would trigger bearing inspection instead of the calendar?

Vibration velocity above the machine's baseline by 20% or above the ISO 20816 zone boundary, or bearing housing temperature above baseline by 10 C

What reading proves bearing inspection was done?

Vibration velocity (mm/s RMS) and bearing temperature per bearing. Observed by: Wireless vibration and temperature sensor, or a handheld analyser on a route.

What evidence does bearing inspection produce for an ISO 55001 or ISO 45001 audit?

Vibration trend per bearing with the baseline and alarm thresholds recorded, and the work order raised when the alarm fired

Every task type · Mechanical

Bearing inspection

Q: Can bearing inspection move from a fixed interval to a condition-based check?

Convertible: a monitored condition can replace the fixed interval. A bearing does not fail on a calendar. It fails on a curve that starts weeks before, and the curve is measurable. The monthly look is replaced by a reading with a threshold.

A bearing does not fail on a calendar. It fails on a curve that starts weeks before, and the curve is measurable. The monthly look is replaced by a reading with a threshold.

convertible

a monitored condition can replace the fixed interval

Wireless vibration and temperature sensor, or a handheld analyser on a route

how the condition is observed

Mechanical

asset class

Condition that replaces the interval: Vibration velocity above the machine's baseline by 20% or above the ISO 20816 zone boundary, or bearing housing temperature above baseline by 10 C
Reading that proves it: Vibration velocity (mm/s RMS) and bearing temperature per bearing
Evidence an auditor accepts: Vibration trend per bearing with the baseline and alarm thresholds recorded, and the work order raised when the alarm fired
First move: Take a baseline reading on every bearing on the list while it is healthy; without a baseline there is nothing to compare against.

What it is evidence for

Clause references from a human-verified corpus licensed to Maintenance Log Converter. A clause marked reference is named, not reproduced.

Calendar tasks a monitored condition could replace ISO 55001:2014 9.1 · ISO 55001:2014 8.1 · ISO 55001:2014 6.2.2 · ISO 55001:2014 8.2 · ISO 55001:2014 10.3 · ISO 45001:2018 8.1.3

ISO 55001:2014 9.1 Monitoring, measurement, analysis and evaluation

The organization determines what needs to be monitored and measured, the methods for monitoring, measurement, analysis and evaluation to ensure valid results, when monitoring and measuring is performed, and when results are analysed and evaluated. It evaluates and reports on asset performance, asset management performa...

Evidence an auditor accepts: Performance measurement framework covering asset, asset management and system performance; Condition, reliability and cost data with defined collection methods; Periodic performance reports (financial and non-financial)

ISO 55001:2014 8.1 Operational planning and control

The organization plans, implements and controls the processes needed to meet requirements and to implement the actions determined in planning, including the actions to address risks and opportunities and the asset management plans. It establishes criteria for the processes, implements control in accordance with the cri...

Evidence an auditor accepts: Procedures and work instructions for life-cycle activities (acquire, operate, maintain, renew, dispose); Process criteria and performance measures; Work records demonstrating activities carried out as planned

ISO 55001:2014 6.2.2 Planning to achieve asset management objectives

The organization integrates the planning to achieve asset management objectives with other organizational planning, including financial, human resources and other support functions. It establishes, documents and maintains asset management plans that define the decision-making method and criteria, the processes and meth...

Evidence an auditor accepts: Asset management plans per asset class or system with activities, resources, owners and dates; Documented decision-making method and criteria for prioritising activities; Life-cycle cost or whole-of-life models supporting the plans

ISO 55001:2014 8.2 Management of change

Risks associated with any planned change, permanent or temporary, that can have an impact on achieving the asset management objectives are assessed before the change is implemented, and the organization ensures such risks are managed in accordance with 6.1 and 6.2.2. The organization controls planned changes and review...

Evidence an auditor accepts: Change management procedure covering assets, processes, organization and suppliers; Change risk assessments prior to implementation; Post-implementation reviews of unintended consequences

ISO 55001:2014 10.3 Continual improvement

The organization continually improves the suitability, adequacy and effectiveness of its asset management and its asset management system.

Evidence an auditor accepts: Improvement register with sources (audits, reviews, performance analysis, incidents); Evidence of improvements implemented and their measured effect; Trend of performance measures over time

ISO 45001:2018 8.1.3 Management of change

The organization establishes processes for the implementation and control of planned temporary and permanent changes that impact OH&S performance, including new products, services and processes or changes to existing ones (workplace locations and surroundings, work organization, working conditions, equipment, workforce...

Evidence an auditor accepts: Management of change procedure covering all listed change types; Change risk assessments before implementation; Records of unintended changes reviewed and mitigated

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Lubrication and greasing · Vibration analysis or check