Shiftmate
Equipment maintenance and calibration tracking Excel
Keep track of equipment's maintenance interval, last and next maintenance dates, cost and risk of delay.
Prepared by:Shiftmate Product and Operations Team · Son kontrol:
Actual file previews
The images below are the actual data entry and executive summary pages of the workbook to be downloaded.
Step by step usage
Prepare the file according to your business
Enter the equipment code, location, maintenance or calibration type, period, last operation date, next date, service provider, cost, and document reference.
Run formulas and checks
The next date is calculated by adding the defined period to the last transaction date. Open records past the check date are marked as overdue.
Turn results into action
Review the indicators on the summary page. Mark critical equipment with severity rating. Keep the document or service report reference. Match maintenance time to shift schedule.
What does this Excel file solve?
Keep track of equipment's maintenance interval, last and next maintenance dates, cost and risk of delay. Enter the equipment code, location, maintenance or calibration type, period, last operation date, next date, service provider, cost, and document reference.
What's inside the file?
Equipment inventory, Maintenance period, Next maintenance date, Delay warning. The file contains sample rows, canned formulas, data validation fields, risk colorings, and executive summary.
Calculation and control logic
The next date is calculated by adding the defined period to the last transaction date. Open records past the check date are marked as overdue.
Worked example: Monthly maintenance calendar
24 equipment. 5 transactions in the next 30 days. 2 overdue registrations. Result: Delayed thermometer calibration and hood maintenance stand out; Service appointments and off-shift time are scheduled.
Decisions that can be taken as a result of this
Mark critical equipment with severity rating. Keep the document or service report reference. Match maintenance time to shift schedule
Common usage mistakes
Keeping maintenance and malfunction records in the same status. Changing the period manually regardless of the last transaction date. Save the calibration result as done only
Limits and proper use
The calendar does not replace the manufacturer's instructions or authorized service requirements. Determine periods and tolerances specific to the equipment.
Compatibility and quality control
All 67 workbooks underwent formula error scanning, recalculation checking, and page-by-page visual inspection. Standard .xlsx file; Does not contain macros or external links. Formulas and data validation fields run inside the file. It is recommended that you keep the original file and work on a separate copy for your business.
Transitioning from Excel to automation
Use the file to solve restaurant operation needs immediately. When registration and approval traffic grows, move the same process to the Shiftmate workspace.
Relevant official and technical resources
Frequently asked questions
Should maintenance and calibration be the same record?
It may depend on the same equipment, but the purpose, period and evidence are different; Keep transaction type separate.
Will the planned maintenance date change after a malfunction?
If the work performed actually meets the scope of planned maintenance, update it with the decision of the authorized person; Do not reset automatically.