AD 1. SKILLS: Task, training and competencies
To ensure the success of the program, it is critical that lubrication personnel and program management personnel have the knowledge, skills, training and qualifications to meet the requirements of the lubrication management program. This item specifies the skills required based on the program’s core requirements.
Those responsible for the management, supervision and/or implementation of the lubrication program must have the required knowledge, professional skills and qualifications. These required competencies can be obtained through training, courses and certification. The organization is required to ensure that personnel attend the appropriate training in order to perform their tasks effectively.
AD 2. MACHINE: Lubrication of machinery and readiness for status monitoring
This item analyzes the decision-making process and parameters used to select appropriate lubricants to match equipment design and operating conditions, as well as ways to monitor lubricant status.
Lubricating machinery is a more advanced process than is commonly thought. It requires deep knowledge of machine design and operating conditions. Even minor changes, such as modifications to lubricant viscosity or additives, can mean that the lubrication process needs to be adjusted. It is therefore important to monitor these changes, especially if the condition of a machine deteriorates, which can lead to serious economic consequences or affect its reliability.
This chapter also focuses on optimizing lubricant selection and the lubricant’s lifespan. The balance between reliability and cost that must be carefully calibrated. Monitoring the condition of used lubricants provides valuable diagnostic information to determine whether a lubricant meets minimum performance and economic requirements. In addition, the lubricant acts as a medium for information about the condition of the machine, carrying particles associated with wear or foreign material. Measuring and monitoring such particles is a key practice in estimating a machine’s current and future reliability.
AD 3. LUBRICANTS: Design and selection of the system of lubricants
This item refers to grease application systems, their operational design, ergonomics, standardization of components / systems, and failure rates in cases of system failure and loss of grease. Apart from supply systems, this item also specifies requirements to be considered when selecting lubricant suppliers.
A lubricant is an essential part of a machine, and choosing the right lubricant supplier can be crucial to effective lubrication and machine reliability. The proper selection of lubricants therefore becomes a strategic factor for achieving the goals of efficient and reliable machinery lubrication. Decisions on the construction and selection of lubrication systems must take into account not only technical issues, but also employee safety, customer expectations, environmental protection and regulatory compliance. This item of the plan is designed to support the overall lubrication management plan, in line with its objectives.

AD 4. LUBRICATION: Scheduled and corrective maintenance tasks
This item examines the requirements for safe work practices and all the necessary elements of developing and planning lubrication orders and repair work.
In a lubrication management plan, the item on scheduled and corrective maintenance is critical to maintaining machine reliability and efficiency. Scheduled maintenance tasks are performed regularly or at specified intervals, covering both preventive, ongoing and periodic activities. Corrective maintenance tasks, on the other hand, are carried out when problems and conditions arise that do not occur regularly within a certain period of time. Both types of tasks require identical steps, conditions, and tools, and are of the same duration, but the main difference lies in the way they are planned.
For example, oil changes may be scheduled regularly, but in the case of corrective maintenance, the decision to change the lubricant may be based on deterioration of the lubricant. Then, corrective maintenance is performed only if it is determined that the condition of the lubricant needs to be restored by replacing it.
AD 5. TOOLS: Lubrication support equipment and tools
This item relates to infrastructure (oil conditioning rooms / lubricant and equipment storage facilities) and the necessary tools and equipment required to effectively transfer lubricants to the machine with minimal contamination.
This item focuses on the appropriate equipment and tools needed to effectively manage machine lubrication. It includes a variety of tools, devices and equipment that are not only an integral part of the lubrication management plan, but must also comply with it. It is the organization’s responsibility to ensure that these items are maintained in good condition, which includes regular maintenance, calibration, upgrading or replacement.
AD 6. INSPECTION: Inspection of machinery and lubricants
Effective control depends on optimal observation of machine and lubricant condition. This item details the type of inspections to be carried out and provides a step-by-step plan for creating an inspection-based program.
Inspection plays a key role in providing immediate feedback on the current state of machinery, enabling rapid recognition of possible changes in operating conditions. The data collected during the inspection, in both the scheduled inspection and other scheduled inspections, is analyzed and linked to condition monitoring data. These data streams include a variety of information such as the results of lubricant analysis, vibrations, and ultrasounds, as well as operational parameters obtained from sensors such as temperature, flow rate or pressure. The inspection is intended not only to ensure that components and machinery are properly lubricated, but also to increase knowledge and awareness within the organization regarding the proper condition of the lubricated components.
The acquisition of operating parameter data is a type of predictive inspection aimed at analysis and evaluation, which can reveal potential defects that require corrective maintenance. If defects are detected, corrective actions can be implemented in conjunction with other proactive tasks, aiming to effectively eliminate the problem. Inspections play an important role in supporting root cause analysis (RCA) related to the symptoms of a machine or machine component failure, and the identification of a potential loss of lubricant suitability or lubrication system failure. Through systematic inspections, it is possible to react quickly to changes in the condition of machinery and effectively manage the lubrication program.
AD 7. LUBRICANT ANALYSIS: Status monitoring and lubrication analysis
Item 7 focuses on the minimum requirements needed to implement a lubricant analysis program.
Chapter 7 of the Lubrication Program Management Plan focuses on a key condition monitoring technique – lubricant analysis. Lubricant analysis is the primary monitoring method in the lubricant management plan, providing important research data and information related to the condition of the lubricant or the machine.
The purpose of this analysis is to ensure that machine components are properly lubricated, and the information gathered helps to understand the current state of lubricated components and machinery. The use of standardized testing methods and practices is crucial, as documents developed in accordance with standards contain information that allows the precision of testing data to be established. This precision includes aspects of repeatability and reproducibility of test results.
AD 8. TROUBLESHOOTING: Defect/failure resolution and root cause analysis
When problems and failures occur, managing, documenting and understanding that failure can prevent it from happening again, thus increasing reliability.
This chapter focuses on effective handling of defects and failures, as well as the root cause analysis to effectively counter recurring problems. This item, consistent with the lubricant management plan, requires the implementation, documentation and maintenance of processes and procedures for dealing with lubricant and lubrication-related failures, incidents, potential failures or non-conformities. Preventing repeated failures requires a deep analysis of the root causes and other factors that lead to failures.
Understanding these causes enables effective development of corrective actions, eliminating the problem at its source. It is important to avoid resolving individual failures merely superficially, which can result in the problem being transferred to other components and systems within the facility, increasing the risk of further failures.
AD 9. WASTE: Management and handling of waste lubricants
If waste management is to be effective, clear processes and procedures must be implemented for the effective disposal of waste lubricants. This chapter defines the handling and management of waste lubricants, and defines and identifies what constitutes waste in the plant environment.
The organization must manage lubricants and consumables with an emphasis on minimizing waste generation. In addition, the plan calls for the development of effective documents and procedures related to the transportation, disposal and regeneration of lubricants, lubrication systems and consumables to meet lubrication management requirements.
The introduction of inspection and analysis plans is key to meeting both regulatory and environmental standards, including detailed technical instructions to meet lubricant management objectives, as well as safety data sheet (SDS) information on all lubricants and materials used. Effective waste lubricant procedures are key to sustainable and efficient lubricant management within an organization.
AD 10. ENERGY: Energy savings and environmental impact
Effective lubrication practices reduce carbon emissions. This chapter describes the areas to be focused on when performing maintenance to get the best results in this area.
As part of the lubricant management plan, an important element is the focus on energy savings and minimal environmental impact. For example, the right choice of lubricant can significantly reduce energy consumption while extending machine life and reducing friction. Both the reduction in wear and tear and the reduction in friction have a positive effect on overall energy savings and have a positive impact on the environment. Optimal use of lubricants leads to a reduction in emissions, which helps to reduce negative environmental impacts such as nitrogen oxide and sulfur dioxide emissions.
Effective lubrication and efficient energy management go hand in hand, contributing to both economic operation of machinery and environmental protection.
AD 11. RECOVERY: Oil regeneration and system decontamination
This item specifies how lubricants can be recovered for further use.
The lubrication program management plan must include an element of oil regeneration and system decontamination. The organization must establish, implement, and maintain documented processes and/or procedures that underpin oil regeneration and system decontamination as part of the lubricant management plan.
AD 12. MANAGEMENT: Program management and indicators
The final chapter examines how management structure, authorizations and accountability affect the implementation and maintenance of effectiveness in the execution of a lubrication program. The item also refers to documentation, data and reporting indicators required for effective program management.
An organization wishing to implement ICML standards must develop indicators to monitor the effectiveness of all twelve items of the lubrication program.