Preventive Maintenance Checklist: GENERATOR, EMERGENCY (CATERPILLAR) - Monthly

• Site conducted

• Conducted on

  Date

• Prepared by

• Location

• Work Order Number

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

• Mechanics/Electricians tool set

  Yes

  No

  N/A

• Cleaning materials

  Yes

  No

  N/A

• Battery tester and distilled water

  Yes

  No

  N/A

• Replacement zincs

  Yes

  No

  N/A

• Ladder

  Yes

  No

  N/A

Safety Guidelines

• Schedule equipment downtime with operating personnel

  Yes

  No

  N/A

• De-energize, tag, and lock out circuits and machinery. Disable automatic starting circuits. DANGER -CHECK THAT CIRCUITS ARE DEAD BEFORE STARTING WORK.

  Yes

  No

  N/A

• Have approved type fire extinguishers readily available

  Yes

  No

  N/A

• Allow no open flame or smoking in area

  Yes

  No

  N/A

• Use safety type fuel cans only

  Yes

  No

  N/A

• Use extreme caution when removing the radiator pressure relief cap. Steam may spray outward under high pressure

  Yes

  No

  N/A

• Follow site safety procedures and your supervisor instructions

  Yes

  No

  N/A

• Record and report equipment damage or deficiencies

  Yes

  No

  N/A

• Record all test results in the component maintenance log

  Yes

  No

  N/A

• Obtain and review manufacturer maintenance instructions

  Yes

  No

  N/A

• Tests to conform with manufacturer test procedures and values

  Yes

  No

  N/A

• Use proper personnel protective equipment when handling hazardous materials, fuels, and lubricants

  Yes

  No

  N/A

• Complete RCM procedures CM-0002 (Qualitative Infrared Thermography) and CM-0003 (Insulation test, Motor).

  Yes

  No

  N/A

Maintenance Procedures

• Perform a walk around inspection

  Yes

  No

  N/A

• Inspect and wipe down the generator

  Yes

  No

  N/A

• Check electrical connections for evidence of looseness or overheating

  Yes

  No

  N/A

• Check engine oil level

  Yes

  No

  N/A

• Check coolant level

  Yes

  No

  N/A

• Check radiator hoses for wear and cracks. Plan for replacement if necessary

  Yes

  No

  N/A

• Check the jacket water heater for proper operation

  Yes

  No

  N/A

• Inspect zinc rods. Change if necessary

  Yes

  No

  N/A

• Engine Air Precleaner – Clean

  Yes

  No

  N/A

• Engine Air Cleaner Service Indicator – Inspect

  Yes

  No

  N/A

• Check fuel level

  Yes

  No

  N/A

• Drain water and sediment from the day tank. Clean fuel strainer

  Yes

  No

  N/A

• Check space heater

  Yes

  No

  N/A

• Perform a one hour system operational test under full load conditions

  Yes

  No

  N/A

• Operation for indication of defects of possible malfunctions

  Yes

  No

  N/A

• Inspect the annuanciator panel for proper operation

  Yes

  No

  N/A

• After unit has operated for 50 minutes, log the operation to show at least the following information: engine and generator speed in R.P.M., voltage, amperes, frequency, power factor, enginetemperatures, engine oil pressure, hour meter readings.

  Yes

  No

  N/A

• Inspect safety devices

  Yes

  No

  N/A

• Test safety shut-off controls

  Yes

  No

  N/A

• Measure and record stator winding temperature

  Yes

  No

  N/A

• Measure and record bearing temperature

  Yes

  No

  N/A

• Check charging system for proper operation

  Yes

  No

  N/A

• Check battery electrolyte level

  Yes

  No

  N/A

• Determine specific gravity of starting batteries. Add distilled water if necessary. Clean terminals. Set charge rate after generator has been operated

  Yes

  No

  N/A

• Note any exhaust, oil, coolant, or fuel leakage. Plan for correction

  Yes

  No

  N/A

• Cool down and stop the unit

  Yes

  No

  N/A

• Note condition indicators for air and fuel filters. Clean or change filters if installed gages or operating conditions show necessity

  Yes

  No

  N/A

• Drain the exhaust condensate trap

  Yes

  No

  N/A

• Return the unit to service

  Yes

  No

  N/A

Maintenance hours

• How much time was spent on this work order?