Maintenance Backlog Prioritizer (Worksheet)

{"Title":"Maintenance Backlog Prioritizer","IntroductionHtml":"

What this worksheet does

Use this interactive worksheet to score reactive maintenance items consistently so your backlog focuses on work that reduces safety risk and production loss. Each item is scored across six dimensions and combined into a weighted total. Save the submission so the team can review it during the weekly maintenance huddle.

How to score

Use the 0–5 scale (0 = none or negligible, 5 = severe or imminent) for each dimension. If you already estimate cost or downtime, convert them to the 0–5 scale using your plant's thresholds. Suggested examples:

• Downtime (hours): 0 = 0h, 1 = <1h, 2 = 1–4h, 3 = 4–8h, 4 = 8–24h, 5 = >24h
• Cost (estimated repair/parts): 0 = $0, 1 = <$250, 2 = $250–$1k, 3 = $1k–$5k, 4 = $5k–$20k, 5 = >$20k

Scoring formula (transparent)

Total Score = Safety * 5 + Production * 4 + Customer/Regulatory * 3 + Recurrence * 3 + Downtime * 2 + Cost * 1

Maximum possible score = 5*(5+4+3+3+2+1)=95. Use the priority bands below to help gate tasks into work packages.

Priority bands (recommended)

• Critical / Red: Total >= 70 — immediate action or emergency response
• High / Amber: 45–69 — schedule as top priority within the week
• Medium / Yellow: 25–44 — include in regular planning cycles
• Low / Green: <25 — monitor, bundle, or defer

Complete the fields below, calculate the Total Score using the formula, choose the Priority Band, and submit. The weekly-huddle gatekeeping checklist helps determine whether the item can be scheduled.

","SubmitLabel":"Save prioritization","SuccessMessage":"Prioritization saved. Use this record to feed your CMMS or bring it to the weekly huddle.","DataType":"MaintenanceBacklogPrioritizer.Response","SchemaVersion":"1.0","Fields":[{"Key":"WorkOrderID","FieldType":"text","Label":"Work order / reference ID","HelpText":"Enter the work order number or a short identifier.","Required":false},{"Key":"Equipment","FieldType":"text","Label":"Equipment / Asset","HelpText":"Machine or asset affected (e.g., Press #3).","Required":true},{"Key":"Location","FieldType":"text","Label":"Location / Cell","HelpText":"Plant, line, cell, or area.","Required":false},{"Key":"ReportedBy","FieldType":"text","Label":"Reported by","HelpText":"Name or role of person submitting.","Required":false},{"Key":"DateReported","FieldType":"text","Label":"Date reported","HelpText":"YYYY-MM-DD or your preferred date format.","Required":true},{"Key":"Description","FieldType":"textarea","Label":"Brief description of the failure or request","HelpText":"What happened? Where? Observable effects?","Required":true},{"Key":"SafetyRisk","FieldType":"scale","Label":"Safety risk (0–5)","HelpText":"0 = no safety impact, 5 = imminent hazard requiring immediate stop.","Required":true},{"Key":"ProductionRisk","FieldType":"scale","Label":"Production risk (0–5)","HelpText":"Impact to throughput or ability to meet customer demand.","Required":true},{"Key":"CustomerRegulatoryImpact","FieldType":"scale","Label":"Customer / regulatory impact (0–5)","HelpText":"Does this affect an important customer, order on-time delivery, or a regulatory requirement?","Required":true},{"Key":"RecurrenceLikelihood","FieldType":"scale","Label":"Recurrence likelihood (0–5)","HelpText":"How likely is this issue to reoccur if only a temporary fix is applied?","Required":true},{"Key":"DowntimeImpact","FieldType":"scale","Label":"Downtime impact (0–5)","HelpText":"Convert estimated downtime to the 0–5 scale using your thresholds (see guidance above).","Required":true},{"Key":"CostImpact","FieldType":"scale","Label":"Cost impact (0–5)","HelpText":"Estimate repair/parts/labor cost on the 0–5 conversion scale (see guidance above).","Required":true},{"Key":"TotalScore","FieldType":"number","Label":"Total score (use formula)","HelpText":"Calculate using: Safety*5 + Production*4 + Customer/Regulatory*3 + Recurrence*3 + Downtime*2 + Cost*1. Enter the numeric result.","Required":true},{"Key":"PriorityBand","FieldType":"select","Label":"Priority band (choose based on Total score)","HelpText":"Select the color band that matches the Total score and your local rules.","Required":true,"Options":[{"Value":"critical","Label":"Critical — Red (Immediate)"},{"Value":"high","Label":"High — Amber (Schedule this week)"},{"Value":"medium","Label":"Medium — Yellow (Plan normally)"},{"Value":"low","Label":"Low — Green (Monitor/Defer)"}]},{"Key":"Gate_Checklist","FieldType":"checkbox","Label":"Weekly-huddle gatekeeping checklist","HelpText":"Check items that apply before scheduling or rejecting the work.","Required":false,"Options":[{"Value":"safety_stop","Label":"Safety stop: requires immediate action or lockout/tagout"},{"Value":"customer_critical","Label":"Customer-critical: blocking an on-time delivery"},{"Value":"regulatory","Label":"Regulatory: non-compliance or legal risk"},{"Value":"recurring_failure","Label":"Recurring failure noted (needs root-cause investigation)"},{"Value":"temporary_containment_in_place","Label":"Temporary containment already in place"},{"Value":"spare_parts_ready","Label":"Spare parts & resources confirmed"}]},{"Key":"ReadyForScheduling","FieldType":"yesno","Label":"Ready for scheduling?","HelpText":"If 'No', choose a reason in the notes and escalate if critical.","Required":true},{"Key":"HuddleNotes","FieldType":"textarea","Label":"Weekly huddle notes / required actions","HelpText":"Root-cause next steps, temporary containment, required approvals, or special tooling.","Required":false}]}