Preventive Maintenance Checklist: AIR CONDITIONING, WINDOW UNIT - Annual

• Site conducted

• Conducted on

  Date

• Prepared by

• Location

• Work Order Number

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

• Mechanic's tool set

  Yes

  No

  N/A

• Refrigerant leak detector

  Yes

  No

  N/A

• Cleaning tools and materials, vacuum cleaner

  Yes

  No

  N/A

• Lubricants

  Yes

  No

  N/A

• Fin comb

  Yes

  No

  N/A

• Approved refrigerant

  Yes

  No

  N/A

• Ladder

  Yes

  No

  N/A

• Personal protection equipment for handling refrigerants

  Yes

  No

  N/A

Safety Guidelines

• Schedule work with operating personnel

  Yes

  No

  N/A

• Follow site safety rules for lockout and tagout

  Yes

  No

  N/A

• Be very careful when climbing roof access ladders

  Yes

  No

  N/A

• Review and follow the manufacturer's instructions

  Yes

  No

  N/A

• Submit a work order if refrigerants need to be added

  Yes

  No

  N/A

• Report any problems you find

  Yes

  No

  N/A

• Record the results in the maintenance log

  Yes

  No

  N/A

Maintenance Procedures

• Inspect fins. Straighten with a fin comb as required

  Yes

  No

  N/A

• Remove dirt or rust from all interior parts. Repaint as necessary

  Yes

  No

  N/A

• Inspect and adjust fresh air damper

  Yes

  No

  N/A

• Clean or change filter

  Yes

  No

  N/A

• Grease motor and fan bearings, if applicable

  Yes

  No

  N/A

• Inspect gaskets. Look for leaks between unit and window. Caulk as necessary

  Yes

  No

  N/A

• Check for refrigerant leaks. Submit a work order to correct any leaks

  Yes

  No

  N/A

• Start the unit and observe operation

  Yes

  No

  N/A

• Check temperature differential between air entering the evaporator and leaving the evaporator

  Yes

  No

  N/A

• Check frame of unit with ohmmeter for proper electric ground

  Yes

  No

  N/A

• Replace covers, clean air filter and front filter grill

  Yes

  No

  N/A

• Clean up the work area

  Yes

  No

  N/A

Maintenance Hours

• Time spent on work order?