Title Page

  • Site conducted

  • Conducted on

  • Prepared by

  • Location

  • Work Order Number

Untitled Page

(T)ools, (S)afety Equipment and (M)aterials

  • Mechanic's tool set

  • Megger

  • Clamp-on amp meter

  • Cleaning materials and equipment

  • Oiler

  • Lubricants

  • Coil cleaner

  • Fin comb

  • Vacuum

  • Ladder

  • Filter replacement

  • Biocide strips

Safety Guidelines

  • Follow site safety rules for lockout and tagout

  • Schedule outage with operating staff

  • Be very careful when climbing access ladders

  • Perform proper lockout/tagout steps of site safety rules

  • Don't leave fingerprints on ceiling tiles

  • Thoroughly clean working spaces

  • Review and follow the manufacturer's O and M instructions

  • Report any problems you find

  • Record the results in the maintenance log

Maintenance Procedures


  • Casing:

  • Cover all exposed surfaces below the evaporator

  • Carefully remove access panels, covers, or ceiling tiles to gain access to the equipment

  • Casing:

  • Clean the exterior and interior of the unit casing

  • Remove rust and corrosion. Apply corrosion protection

  • Carefully inspect all fasteners to ensure integrity and replace any which have rusted. All replacement components, parts, and materials should be of rust resistant manufacture

  • Check belts and alignment, if applicable

  • Inspect air side and condensate removal components:

  • Inspect and clean coils by vacuuming or brushing. Use coil cleaner if excessively dirty

  • Use fin comb to straighten coil fins where necessary

  • Inspect and clean washable filters if dirty. Recharge wire mesh filters with oil when applicable

  • Inspect and replace disposable filters if dirty

  • Drain and clean condensate pan. Check condensate lines for free flow

  • Replace biocide strips

  • Fix damaged or missing insulation on the cooling lines using "Armaflex" and/or no-drip tape

  • Clean strainers

  • Check controls, trap, freeze-stat, and control-stat for proper operation

  • Service condensate pumps if equipped

  • Clean and test motors and fans:

  • Check ventilation ports for soil accumulation, clean if necessary

  • Clean exterior of motor surfaces of soil accumulation

  • Clean fan blades and check for damage

  • Check belts and alignment, if applicable

  • Lubricate motor bearings where required. Check manufacturer's information for requirements

  • Check motor windings for accumulation of soil. Vacuum if required

  • Check hold down bolts and grounding straps for tightness

  • Check electrical connections for tightness

  • Meggar motors 5 horsepower or greater

  • Return to service and perform an operational test

  • Test in heating and cooling modes

  • Check unit sensors and calibrate if required. Record calibration values

  • Check unit for noise, vibration or condensate leakage

  • Check for refrigeration leaks. Submit a work order to repair any leaks found

  • Measure running current for all motors 5 horsepower or greater

  • Clean area around equipment

Maintenance Hours

  • Time spent on work order?

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