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The Complete Guide to Planned Preventative Maintenance (PPM) | EntireFM
Maintenance Strategy & Execution

The Complete Guide to Planned Preventative Maintenance (PPM)

A comprehensive engineering guide to planned preventative maintenance (PPM): asset registers, statutory intervals, SFG20 task schedules, and remedial workflows.

Read Time~8 mins
AuthorEntireFM Engineering
Peer ReviewAugust 2026
StandardSFG20 & CIBSE
  • ResponseOut-of-hours cover
  • ComplianceStatutory testing & records
  • EstatesCommercial & industrial
  • ScopeHard & soft services
Section 01

1. What is Planned Preventative Maintenance (PPM)?

Planned Preventative Maintenance (PPM) is the scheduled, proactive servicing of building assets, mechanical plant, and electrical distribution systems to prevent unexpected failure, preserve manufacturer warranties, and satisfy mandatory UK statutory testing duties.

Section 02

2. Categorising Maintenance: Statutory vs Standard vs Discretionary

PPM tasks must be strictly prioritised. Statutory tasks (e.g. annual Gas Safety CP12, 5-yearly EICR, monthly emergency lighting discharge) are legally mandated. Standard tasks (quarterly AHU filter replacement, annual chiller refrigeration service) preserve operating efficiency. Discretionary tasks provide aesthetic upkeep.

Section 03

3. Digital Evidence & Remedial Management

A PPM task is only complete when verified engineering evidence (such as refrigerant pressures, insulation resistance megger readings, and photos) is captured in the CAFM. Discovered defects must immediately spawn tracked remedial work orders with clear C1/C2 criticality classifications.

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Structured PPM scheduling, periodic engineering testing, statutory record keeping, and digital audit logs.

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