A detailed Fan Coil Unit ANNUAL preventive maintenance checklists

1. Safety Precautions

2. Visual Inspection

  • Look for dents, scratches, or rust.
  • Check for peeling paint or surface degradation.
  • Ensure no sharp edges or protrusions are present.
  • Inspect for moisture or puddles near the base.
  • Look for signs of water stains on the surface.
  • Ensure the area is dry and free of leaks.
  • Confirm no obstructions are blocking airflow.
  • Measure clearance space around the unit.
  • Ensure vents are unobstructed and clean.
  • Look for dents, scratches, or rust.
  • Check for peeling paint or surface degradation.
  • Ensure no sharp edges or protrusions are present.
  • Inspect for moisture or puddles near the base.
  • Look for signs of water stains on the surface.
  • Ensure the area is dry and free of leaks.
  • Confirm no obstructions are blocking airflow.
  • Measure clearance space around the unit.
  • Ensure vents are unobstructed and clean.
  • Check for loose or missing screws.
  • Inspect panels for cracks or damage.
  • Ensure covers are properly aligned and sealed.
  • Look for tears or gaps in insulation.
  • Check for signs of mold or moisture.
  • Ensure insulation is securely attached.
  • Check for droppings or nests.
  • Remove any debris or obstructions.
  • Inspect for signs of chewing or damage.
  • Inspect fins for straightness and uniformity.
  • Clear any debris caught between fins.
  • Check for corrosion or discoloration.
  • Inspect the pan for clogs or blockages.
  • Ensure water drains freely without obstruction.
  • Clean any dirt or algae buildup.
  • Check for rust or wear on brackets.
  • Ensure all fasteners are tight and secure.
  • Look for signs of bending or weakness.
  • Inspect insulation on wires for damage.
  • Check all connections for security.
  • Ensure no exposed wiring is present.
  • Listen for rattling, grinding, or humming sounds.
  • Check for excessive vibration or movement.
  • Inspect for loose components causing noise.
  • Inspect labels for fading or damage.
  • Ensure all required safety information is present.
  • Clean any dirt or obstruction covering labels.
  • Check for cracks or discoloration on the panel.
  • Ensure buttons and switches are functional.
  • Look for signs of water damage or moisture.

3. Cleaning Procedures

  • Turn off power to the unit.
  • Remove the air filters from their slots.
  • Wash reusable filters with water and mild detergent.
  • Inspect disposable filters for damage; replace if necessary.
  • Reinstall clean or new filters securely.
  • Turn off power to the unit.
  • Use a soft brush or cloth to dust the fan blades.
  • Wipe down the housing with a damp cloth.
  • Ensure no dust remains to avoid imbalance.
  • Restore power once cleaning is complete.
  • Turn off power to the unit.
  • Gently brush the coil fins with a soft brush.
  • Use a fin comb to straighten any bent fins.
  • Avoid excessive force to prevent damage.
  • Ensure fins are clean for optimal airflow.
  • Locate the condensate drain line.
  • Use a wet/dry vacuum to remove debris.
  • Inspect the line for any blockages.
  • Flush with water to ensure proper drainage.
  • Check for leaks after cleaning.
  • Turn off power to the unit.
  • Inspect ducts for visible dust and debris.
  • Use a vacuum with a brush attachment to clean.
  • Ensure all duct connections are secure.
  • Restore power after inspection and cleaning.
  • Turn off power for safety.
  • Use a damp cloth to wipe the exterior surfaces.
  • Pay attention to corners and crevices.
  • Dry with a clean cloth to prevent moisture buildup.
  • Restore power after cleaning.
  • Locate the drain pan under the unit.
  • Use a mild detergent and warm water to clean.
  • Scrub with a soft brush to remove any buildup.
  • Rinse thoroughly and dry the pan.
  • Check for leaks or deterioration.
  • Turn off power to the unit.
  • Remove the blower motor cover if applicable.
  • Use a vacuum or brush to clean dust buildup.
  • Inspect for any signs of wear or damage.
  • Reassemble and restore power after cleaning.
  • Check insulation for tears or degradation.
  • Clean with a damp cloth if dirty.
  • Replace any damaged insulation to ensure efficiency.
  • Ensure all connections are secure.
  • Inspect for any refrigerant leaks.
  • Turn off power to the unit.
  • Use a vacuum with a brush attachment for cleaning.
  • Focus on corners and difficult-to-reach areas.
  • Ensure all dust and debris are removed.
  • Restore power after vacuuming.
  • Locate the temperature sensors within the unit.
  • Gently wipe sensors with a soft cloth.
  • Ensure no dust or obstructions cover the sensors.
  • Check for proper placement and alignment.
  • Replace any damaged sensors as needed.
  • Turn off power to the unit.
  • Remove grilles from the unit.
  • Clean with a damp cloth or mild detergent.
  • Check for any blockages in the grille openings.
  • Reinstall grilles securely before restoring power.
  • Turn off power for safety.
  • Remove access panels carefully.
  • Clean both sides of the panels with a damp cloth.
  • Inspect for any signs of damage or wear.
  • Reattach panels securely before restoring power.
  • Examine all components for rust or corrosion.
  • Check electrical connections for wear.
  • Look for any signs of leaks or damage.
  • Ensure all parts are secure and in good condition.
  • Document any findings for future reference.

4. Mechanical Components

  • Listen for unusual sounds during operation.
  • Check for vibrations that may indicate issues.
  • Inspect wiring for signs of damage or wear.
  • Ensure the motor is securely mounted.
  • Inspect belts for fraying or cracking.
  • Check pulleys for wear and alignment.
  • Test tension by pressing down on the belt.
  • Replace belts or pulleys that show significant wear.
  • Identify lubrication points as per manual.
  • Use appropriate lubricant for each part.
  • Avoid over-lubrication, which can attract dirt.
  • Wipe away excess lubricant after application.
  • Listen for unusual sounds during operation.
  • Check for vibrations that may indicate issues.
  • Inspect wiring for signs of damage or wear.
  • Ensure the motor is securely mounted.
  • Inspect belts for fraying or cracking.
  • Check pulleys for wear and alignment.
  • Test tension by pressing down on the belt.
  • Replace belts or pulleys that show significant wear.
  • Identify lubrication points as per manual.
  • Use appropriate lubricant for each part.
  • Avoid over-lubrication, which can attract dirt.
  • Wipe away excess lubricant after application.
  • Inspect blades for dents or bends.
  • Clean blades using a soft cloth or brush.
  • Check for any signs of rust or corrosion.
  • Replace blades if severely damaged.
  • Check mounting bolts for tightness.
  • Look for signs of vibration during operation.
  • Ensure housing is free from obstructions.
  • Inspect for any cracks or structural damage.
  • Look for visible leaks or stains.
  • Check for signs of rust or degradation.
  • Inspect connections for tightness.
  • Clean surfaces to enhance heat transfer.
  • Check that panels close tightly without gaps.
  • Inspect hinges and latches for functionality.
  • Look for signs of wear or damage.
  • Replace panels that are cracked or broken.
  • Inspect alignment visually and adjust if misaligned.
  • Use a level to ensure proper positioning.
  • Check mounting points for stability.
  • Tighten any loose bolts or screws.
  • Clear any debris blocking airflow.
  • Check coils for dirt buildup; clean if necessary.
  • Inspect for signs of corrosion.
  • Ensure fins are straight and undamaged.
  • Inspect brackets for rust or damage.
  • Ensure all bolts are secure.
  • Check for any signs of bending or wear.
  • Replace any damaged supports.
  • Operate the damper manually to check for smooth movement.
  • Inspect for any obstructions in the mechanism.
  • Check for proper sealing when closed.
  • Adjust settings if airflow is insufficient.
  • Remove the filter and check for dirt buildup.
  • Clean reusable filters with water or vacuum.
  • Replace disposable filters if heavily soiled.
  • Ensure filter fits correctly after installation.

5. Electrical Components

  • Examine terminals and connectors for corrosion or rust.
  • Use a wire brush or contact cleaner to remove corrosion.
  • Ensure all connections are tight and secure.
  • Inspect the thermostat for physical damage or wear.
  • Use a calibrated thermometer to compare readings.
  • Adjust the calibration settings if discrepancies are found.
  • Manually activate each safety switch to ensure proper function.
  • Verify that safety controls respond correctly to their respective triggers.
  • Document any malfunctioning switches for further investigation.
  • Look for exposed wires or damaged insulation.
  • Check for any loose connections at terminals.
  • Replace or repair any damaged wiring immediately.
  • Check all mounting brackets and screws for tightness.
  • Inspect for any signs of wear on mounting points.
  • Re-secure or replace components as necessary.
  • Use a multimeter to measure voltage at the motor terminals.
  • Record current draw with a clamp meter.
  • Compare readings with manufacturer specifications.
  • Disconnect power before cleaning contacts.
  • Use contact cleaner to remove oxidation and debris.
  • Ensure contacts are aligned and making proper contact when engaged.
  • Verify grounding connections are intact and corrosion-free.
  • Use a multimeter to test ground continuity.
  • Repair any faulty ground connections immediately.
  • Run the backup system to check functionality.
  • Test transfer switches to ensure seamless operation.
  • Inspect batteries for charge levels and replace if necessary.
  • Check for discoloration or burn marks on breakers/fuses.
  • Reset any tripped breakers and observe for re-tripping.
  • Replace any faulty breakers or blown fuses.
  • Compare existing schematics with the current setup.
  • Make notes of any changes and update documentation.
  • Ensure all personnel have access to updated schematics.
  • Inspect gaskets and seals for wear or damage.
  • Replace any compromised seals to maintain enclosure integrity.
  • Check for proper fit of covers and access panels.
  • Record all observations, including any faults found.
  • Note repairs performed and parts replaced.
  • Ensure documentation is easily accessible for future reference.

6. System Performance Check

  • Use an anemometer to measure airflow.
  • Compare measurements with manufacturer specifications.
  • Adjust fan speed if airflow is below specifications.
  • Record findings for future reference.
  • Use a digital thermometer to measure supply and return air temperatures.
  • Calculate the temperature differential.
  • Ensure it aligns with design specifications.
  • Note any discrepancies for further investigation.
  • Listen for unusual sounds during operation.
  • Check for vibrations by placing your hand on the unit.
  • Identify the source of any irregularities.
  • Document findings for maintenance follow-up.
  • Use an anemometer to measure airflow.
  • Compare measurements with manufacturer specifications.
  • Adjust fan speed if airflow is below specifications.
  • Record findings for future reference.
  • Use a digital thermometer to measure supply and return air temperatures.
  • Calculate the temperature differential.
  • Ensure it aligns with design specifications.
  • Note any discrepancies for further investigation.
  • Listen for unusual sounds during operation.
  • Check for vibrations by placing your hand on the unit.
  • Identify the source of any irregularities.
  • Document findings for maintenance follow-up.
  • Check thermostat settings for accuracy.
  • Use a calibration tool if needed.
  • Test system response to thermostat adjustments.
  • Adjust calibration if discrepancies are found.
  • Check each damper for open and close functionality.
  • Ensure dampers respond to control signals.
  • Look for obstructions or mechanical issues.
  • Document any maintenance needs.
  • Measure output temperatures for heating and cooling.
  • Compare results with design specifications.
  • Identify any performance issues.
  • Recommend corrective actions if necessary.
  • Check current fan speed settings.
  • Adjust settings based on airflow measurements.
  • Ensure fan operates smoothly without noise.
  • Document any adjustments made.
  • Adjust the thermostat and observe system response.
  • Time the duration for the system to react.
  • Ensure response time is within acceptable limits.
  • Record results and note any delays.
  • Use an energy meter to measure consumption.
  • Compare with expected energy usage.
  • Identify any patterns of inefficiency.
  • Recommend adjustments or upgrades based on findings.
  • Inspect refrigerant lines for visible leaks.
  • Use a gauge to check refrigerant levels.
  • Ensure levels are within manufacturer specifications.
  • Document any leaks for repair.
  • Check for any blockages in the condensate line.
  • Test pump operation by activating the system.
  • Ensure water is draining properly.
  • Document any issues found.
  • Test each safety control and limit switch.
  • Check for proper operation and reset function.
  • Replace faulty components as necessary.
  • Document findings for compliance.
  • Observe the cycle times over a period.
  • Ensure the unit cycles within manufacturer guidelines.
  • Identify causes of short cycling if present.
  • Document any irregular cycle patterns.
  • Inspect duct joints and seams for leaks.
  • Use smoke sticks or similar tools for detection.
  • Seal any identified leaks.
  • Document repairs made.
  • Record all performance-related observations.
  • Suggest specific corrective actions.
  • Prioritize issues based on impact.
  • Share findings with relevant personnel.

7. Drainage System

  • Use a flashlight to check for visible blockages.
  • Run water through the drain line to identify leaks.
  • Listen for unusual sounds indicating flow issues.
  • Remove any debris found in or around the line.
  • Remove debris and dirt from the drain pan.
  • Wipe down the pan with a disinfectant solution.
  • Check for standing water and address any drainage issues.
  • Inspect the pan for corrosion or damage.
  • Fill the drain pan with water to activate the float switch.
  • Observe if the switch properly activates the pump.
  • Ensure the switch returns to the off position after draining.
  • Replace the float switch if it fails to operate.
  • Check the pump for unusual noises during operation.
  • Inspect the power supply and connections for issues.
  • Look for leaks around the pump housing.
  • Test the pump output to ensure effective drainage.
  • Inspect all joints and connections visually.
  • Tighten any loose fittings with appropriate tools.
  • Apply sealant as necessary to prevent leaks.
  • Replace any damaged connectors or sections of the line.
  • Use a level to check the slope of the drain line.
  • Adjust the line if it is not sloped correctly.
  • Ensure no sections of the line are flat or inverted.
  • Document any adjustments made for future reference.
  • Use a mixture of water and vinegar or bleach to clean.
  • Scrub affected areas with a brush to remove growth.
  • Rinse thoroughly to remove cleaning solution residues.
  • Inspect for future growth and consider preventive treatments.
  • Check the height of the air gap above the flood level.
  • Ensure that there are no obstructions in the air gap.
  • Verify compliance with local plumbing codes.
  • Document any discrepancies for corrective action.
  • Visually inspect vents and intakes for blockages.
  • Remove any debris, leaves, or other obstructions.
  • Ensure adequate airflow around the drainage system.
  • Schedule regular inspections to maintain clearance.
  • Identify sections of insulation that are damaged or missing.
  • Remove old insulation and clean the pipe surface.
  • Install new insulation that meets required specifications.
  • Seal joints with tape to ensure a continuous barrier.
  • Record all findings in the maintenance log.
  • Note specific corrective actions needed for each issue.
  • Prioritize issues based on severity and urgency.
  • Schedule follow-up inspections or repairs as necessary.

8. Documentation

9. Final Checks

10. Review and Planning

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