Technical Service Manager Trip Report - 1.8

• Site conducted

  Select

• Role Number - Date (MMDDYY)

• Job Name

• Client

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel on Site

Reason for Site Visit

• Reason for this visit

• Brief Description on the equipments application on this job site

• Site photos

  Media

Equipment Information and Observations

• Add Equipment Information

Equipment

• Model Number (complete 16 - 18 alpha numeric including dash's)

• Serial Number (complete 10 alpha numeric)

• Photo of Name Plate

  Media

• Unit Designation on Site (AHU!, RTU3, .. )

• Software version

• Unit Run Hours

• Unit Starts

• Start up date

  Date

• Start up by CCS

• Warranty Information

• Labor Warranty

• How may years is the warranty?

• Compressor Warranty

• How may years is the warranty?

• Parts Warranty

• How may years is the warranty?

• Add a general observation about equipment and or Job site

Observation

• Observation

• Photos

  Media

Recommendations

• Suggestions to improve performance and reliability

• Action Items

Item

• Description

• Assigned To

• Follow up Date or Due By

  Date

• Critical Recomendations

• Application issue

• It needs to be pointed out that even though Carrier has made some recommendation to help improve the referenced equipment. This equipment is currently not installed per Carriers guidelines. Any suggestions made and the cost to correct application issues are not covered by warranty and are done at the expense of others.

• Application issues

• Maintenance Issue

• One or all of above reference equipment has shown signs of lack of or improper maintenance as listed in Carriers product literature. This could seriously impact the equipment performance and longevity. Please refer to your equipment installation and service literature. If you need further assistance you may also contact your local Carrier Service office about a maintenance program.

• Issue

• Issue Photo

  Media

• Air Handling Unit

• Damper linkage installed and free moving

• Shipping bolts removed from fan sled

• Are all Panels installed correctly

• Are Door Gaskets sealing

• Fan belts adjusted

• Blower Information matches blower tag

• Air Balance

• Return air pressure

• Return air wet bulb

• Return air dry bulb

• Return air CFM

• Return fan RPM

• Discharge air pressure

• Discharge air wet bulb

• Discharge air dry bulb

• Discharge air CFM

• Discharge fan RPM

• Roof Top Unit

• Control type” (ComfortLink - “C.TYP” or “CTRLTYPE” )

• Detail of any control wires attached to the unit (Discrete/Analog/CCN)

• Photo of control wires if possable

  Media

• System Mode? HVAC Mode? (ComfortLink units)

• Linkage? UPC installed?

• Alarms – Current & History (by alarm number; e.g. A152, T175); also, VFD alarms (if equipped & relevant)

• Detail of any forced points

• Compressor info

• Compressor possition (A1, A2..)

• Compressor model number

• Compressor serial number

• Air balance info

• Return air pressure

• Return air wet bulb

• Return air dry bulb

• Return air CFM

• Return fan RPM

• Discharge air pressure

• Discharge air wet bulb

• Discharge air dry bulb

• Discharge air CFM

• Discharge air RPM

• Chillers

• Is this unit hooked to a building management system using the CCN connection

• Alarms – Current & History (by alarm number; e.g. A152, T175); also, VFD alarms (if equipped & relevant)

• IVue Information

• IP Address

• Login Name

• Password

• Circuit A

• Compressor Information

Compressor A

• Hours

• Starts

• Model Number

• Serial Number

• Sight Glass Oil Level Percentage full

• Circuit B

• Compressor Information

Compressor B

• Hours

• Starts

• Model Number

• Serial Number

• Sight Glass Oil Level Percentage full

• Circuit C

• Compressor Information

Compressor C

• Hours

• Starts

• Model Number

• Serial Number

• Sight Glass Oil Level Pecentage

• Pump Package

• Pump Informaion

Pumps

• Model

• Serial

• Name Plate Volts

• Measured Voltage

• Name Plate Amps

• Measured Amps

• Resistance on each motor winding

• Feet of Head

• Strainer clear of materials

• Cooling fan intact and free moving

• Impeller aligned properly

• Air has been bled from pump housing

• Coil information

Coil information

• coil#

coil

• Luvata / Delphi number

• Photo of name plate and coil

  Media