Step 10 - Lubrication Knowledge Framework

From selection to sustainability.
A structured roadmap for Lubrication Excellence

This framework guides your team through every stage of the lubricant lifecycle - selection, storage, application, monitoring, and improvement - supported with documentation, training, technology, and continuous refinement.

1. Select – Choose the right lubricant and hardware

Begin with proper product selection. Match lubricant types to operating conditions - temperature, load, speed - and consider environmental impact, usability, and performance. Select seal types, breathers, and filtration that align with longevity and contamination control goals. Collaborate with trusted suppliers to ensure consistency and technical expertise.

2. Receive & store – Ensure clean and controlled lubricant reception

Establish procedures for receiving and inspecting new lubricants. Document batch numbers, verify purity, and store in sealed, labelled containers with proper spill-protection trays. Store by category to prevent cross-use and contamination.

3. Apply – Execute lubrication with precision and safety

Develop clear SOPs for lubricant application. Specify correct volumes and intervals per equipment. Use tools like LubePM-style digital routes or route scheduling systems to ensure consistent and accurate application. Integrate colour-coding and checklist controls.

4. Control contamination – Maintain oil cleanliness

Include contamination removal strategies: filtration, breathers, spill control, and storage housekeeping. Monitor oil cleanliness using ISO 4406 particle counts and perform root-cause analysis when deviations occur.

5. Monitor condition – Use analysis and inspections

Implement scheduled oil analysis (viscosity, particle count, wear metals, TAN/TBN, water) to determine oil and machine condition. Use data to drive decision-making and predict maintenance needs.

6. Disposal or reuse – Minimise waste and environmental impact

Follow environmentally responsible procedures for draining, recycling, or disposing of spent lubricants. Aim to extend oil life through filtration or additive supplementation, rather than premature change.

7. Document & standardise – Make knowledge institutional

Capture all workflows in SOPs, visual job aids, checklists, and route maps. Maintain a central knowledge base—digital or paper—and embed documentation in daily practices.

8. Train & certify – Build team competency

Provide foundational training on lubricant science and correct techniques. Offer advanced certification for lubrication technicians (MLT, MLA). Reinforce skills with practical ‘brain and train’ sessions and refresher courses.

9. Use lubrication management software – Digitalise knowledge and workflow

Adopt platforms like LubePM or Redlist to schedule tasks, track lubricant use, assign procedures, and log performance metrics. Integrate with CMMS/EAM for seamless data flow. This centralises learning, audit trails, and traceability.

10. Audit & improve – Close the loop with continuous improvement

Define KPIs - such as compliance rate, lubricant consumption, contamination levels, training completion, and uptime. Regularly audit programme performance, analyse root causes, and refine processes.