Preventive Maintenance Checklist: FAN COIL UNIT, DIRECT DRIVE - Quarterly

• 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

• Cleaning materials and equipment

  Yes

  No

  N/A

• Oiler

  Yes

  No

  N/A

• Filter replacement

  Yes

  No

  N/A

• Vacuum

  Yes

  No

  N/A

• Ladder

  Yes

  No

  N/A

• Biocide strips

  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

• Check with operating or area personnel for deficiencies

  Yes

  No

  N/A

• Review and follow the manufacturer’s instructions

  Yes

  No

  N/A

• Follow safety and environmental procedures for handling refrigerants (DX units only)

  Yes

  No

  N/A

• Record results in the equipment history log

  Yes

  No

  N/A

• Cover all exposed surfaces before moving ceiling tiles

  Yes

  No

  N/A

• Protect ceiling tiles and grids from damage and dirt

  Yes

  No

  N/A

Maintenance Procedures

• Check unit for noise and vibration

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Inspect and replace disposable filters when dirty

  Yes

  No

  N/A

• Damp wipe exterior surfaces

  Yes

  No

  N/A

• Renew condensate pan biocide strips

  Yes

  No

  N/A

• Clean surrounding floor area, and remove any dirt and debris from work area

  Yes

  No

  N/A

Maintenance Hours

• Time spent on work order?