A detailed Fan Coil Unit ANNUAL preventive maintenance checklists

1. Visual Inspection

2. Electrical Components

3. Air Filter Maintenance

  • Turn off the fan coil unit.
  • Locate and remove the air filter access panel.
  • Take out the air filters carefully.
  • Visually inspect for dirt, blockages, and wear.
  • Check for any signs of damage.
  • If reusable, clean filters with water and mild detergent.
  • Allow filters to dry completely before reinstalling.
  • If disposable, replace with new filters of the same size and type.
  • Follow manufacturer guidelines for cleaning or replacement.
  • Dispose of old or damaged filters properly.
  • Check the orientation of the filter for airflow direction.
  • Securely place filters back in the housing.
  • Close and latch the access panel.
  • Double-check that filters fit snugly without gaps.
  • Turn the fan coil unit back on and test operation.
  • Refer to the unit's manual for specifications.
  • Measure existing filters if specifications are unknown.
  • Ensure replacement filters match dimensions and type.
  • Use filters that comply with HVAC system requirements.
  • Document specifications for future reference.
  • Examine frames for cracks, bends, or deterioration.
  • Ensure frames are intact and can securely hold filters.
  • Replace damaged frames with compatible new ones.
  • Check for rust or corrosion in metal frames.
  • Keep a spare set of frames for emergencies.
  • Use an anemometer to measure airflow rates.
  • Record airflow measurements before changing filters.
  • Change filters as needed and measure airflow again.
  • Compare before and after results to evaluate performance.
  • Document findings in maintenance logs for future reference.
  • Record the date of filter maintenance in logs.
  • Specify the type and size of filters used.
  • Set a reminder for the next maintenance date.
  • Include any observations or issues encountered.
  • Ensure logs are easily accessible for future reference.
  • Check the area around the fan coil unit.
  • Look for dust buildup on nearby surfaces.
  • Clean areas to prevent dust from entering the system.
  • Consider implementing cleaning schedules for surrounding areas.
  • Encourage occupants to keep the vicinity clean.
  • Check the MERV rating on the filter packaging.
  • Ensure compliance with local building codes.
  • Select filters suitable for the specific application.
  • Document the MERV rating for maintenance records.
  • Consult with HVAC professionals if unsure.
  • Inspect the edges of the filter housing.
  • Look for gaps or cracks that may cause leaks.
  • Seal any leaks with appropriate materials.
  • Ensure filters fit snugly to minimize air bypass.
  • Conduct airflow tests to confirm integrity.
  • Provide informational materials on filter maintenance.
  • Hold meetings to discuss the importance of clean filters.
  • Encourage occupants to report any unusual air quality issues.
  • Create a communication channel for maintenance requests.
  • Promote awareness of the impact on comfort and health.
  • Assess usage patterns and environmental factors.
  • Use a calendar or maintenance software for reminders.
  • Schedule regular checks based on filter type.
  • Set alerts for upcoming maintenance deadlines.
  • Review and adjust schedules as necessary.
  • Research high-efficiency filter options available.
  • Evaluate cost versus performance benefits.
  • Consult with HVAC professionals for recommendations.
  • Ensure compatibility with the existing system.
  • Document any changes in filter types for records.

4. Coil Cleaning

  • Turn off power to the unit.
  • Remove any access panels to expose the coils.
  • Visually inspect coils for dust, dirt, or debris.
  • Use a flashlight if necessary to see hard-to-reach areas.
  • Select an appropriate coil cleaner as per manufacturer's instructions.
  • Dilute the cleaner with water as specified.
  • Spray the cleaner evenly on the coils.
  • Allow the cleaner to sit for the recommended time before rinsing.
  • Look for rust spots or flaking paint.
  • Inspect for any noticeable dents or bends.
  • Check for leaks in the coil connections.
  • Note any issues for further repair or replacement.
  • Turn off power to the unit.
  • Remove any access panels to expose the coils.
  • Visually inspect coils for dust, dirt, or debris.
  • Use a flashlight if necessary to see hard-to-reach areas.
  • Select an appropriate coil cleaner as per manufacturer's instructions.
  • Dilute the cleaner with water as specified.
  • Spray the cleaner evenly on the coils.
  • Allow the cleaner to sit for the recommended time before rinsing.
  • Look for rust spots or flaking paint.
  • Inspect for any noticeable dents or bends.
  • Check for leaks in the coil connections.
  • Note any issues for further repair or replacement.
  • Clear away any dust, leaves, or other materials.
  • Ensure no objects are blocking the airflow around the unit.
  • Check the surrounding area for cleanliness.
  • Use a vacuum or soft brush for thorough cleaning.
  • Gently brush the coils using a soft-bristled brush.
  • Use a vacuum attachment to remove loose dirt.
  • Avoid using harsh tools that can damage the coils.
  • Ensure all dislodged debris is removed.
  • Use a hose with a spray nozzle for rinsing.
  • Thoroughly rinse all surfaces of the coils.
  • Ensure no cleaner residue remains.
  • Check water drainage as you rinse.
  • Look closely at the fins for any irregularities.
  • Use a fin comb to gently straighten bent fins.
  • Ensure fins are evenly spaced for optimal airflow.
  • Replace fins if they are severely damaged.
  • Remove any debris from the drain pan.
  • Inspect for signs of rust or corrosion.
  • Clean the pan with a suitable cleaner.
  • Ensure the pan is securely fastened after cleaning.
  • Inspect each drainage hole for clogs.
  • Use a small brush or pipe cleaner to clear blockages.
  • Flush with water to confirm drainage.
  • Document any issues found during this check.
  • Select a corrosion-resistant coating as advised.
  • Follow manufacturer instructions for application.
  • Apply an even coat to the coil surfaces.
  • Allow the coating to dry completely before reassembly.
  • Record the date of service and observations.
  • Note any repairs needed or completed.
  • Keep a log of cleaning products used.
  • File the documentation in the maintenance records.

5. Fan and Motor Inspection

  • Examine blades for dust buildup and physical damage.
  • Use a soft cloth or brush to clean blades.
  • Check for bent or broken blades; repair or replace as needed.
  • Listen for abnormal sounds during operation.
  • Feel for unusual vibrations by touching the motor casing.
  • Investigate and address any identified issues.
  • Refer to the manufacturer's guidelines for lubrication frequency.
  • Use the recommended lubricant for motor bearings.
  • Apply lubricant sparingly to avoid excess buildup.
  • Examine blades for dust buildup and physical damage.
  • Use a soft cloth or brush to clean blades.
  • Check for bent or broken blades; repair or replace as needed.
  • Listen for abnormal sounds during operation.
  • Feel for unusual vibrations by touching the motor casing.
  • Investigate and address any identified issues.
  • Refer to the manufacturer's guidelines for lubrication frequency.
  • Use the recommended lubricant for motor bearings.
  • Apply lubricant sparingly to avoid excess buildup.
  • Inspect mounting brackets and screws for tightness.
  • Check for signs of wear on the motor casing.
  • Replace any worn or damaged components as necessary.
  • Check belt tension using a tension gauge or by hand.
  • Look for signs of wear, fraying, or cracks.
  • Adjust tension or replace the belt if necessary.
  • Use a straight edge or laser alignment tool.
  • Adjust the motor position as needed.
  • Confirm alignment by running the motor and observing operation.
  • Use a non-contact thermometer to measure temperature.
  • Compare readings to the manufacturer's specifications.
  • Take action if temperatures exceed normal limits.
  • Examine terminals and wiring for corrosion or damage.
  • Tighten any loose connections securely.
  • Replace corroded wires or terminals as required.
  • Use a multimeter to measure voltage and current.
  • Compare readings to the manufacturer's specifications.
  • Investigate discrepancies and rectify as necessary.
  • Disconnect power before cleaning.
  • Use a vacuum or cloth to remove dust from housing.
  • Ensure surrounding area is clear of obstructions.
  • Look for rust spots or corroded areas on metal components.
  • Use rust remover or protective coating as needed.
  • Replace severely corroded parts to maintain efficiency.
  • Check that all safety guards are intact and properly attached.
  • Ensure covers are securely fastened.
  • Replace any missing or damaged safety components.
  • Record findings on a maintenance log.
  • Note any repairs performed or needed.
  • Include photographs if necessary for documentation.

6. Drainage System

7. System Performance Testing

8. Documentation and Reporting

9. Review and Training

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