A detailed Fan Coil Unit DAILY preventive maintenance checklists

1. Visual Inspection

  • Look for visible leaks or water damage on the unit and surrounding areas.
  • Check for accumulation of dirt, dust, or debris on the surfaces of the unit.
  • Confirm that the fan coil unit is securely mounted to prevent vibrations.
  • Inspect for any signs of corrosion or deterioration on metal surfaces.
  • Examine insulation on refrigerant lines for wear, tears, or damage.
  • Listen for unusual sounds or vibrations during unit operation.
  • Inspect the condensate drain pan for standing water or blockages.
  • Ensure access panels and covers are sealed and secured properly.
  • Check for signs of pest infestation around or inside the unit.
  • Verify that all labels and identification tags are intact and easy to read.
  • Look for obstructions around the unit that could impede airflow.
  • Inspect the thermostat for proper alignment and ensure easy access.
  • Check for water pooling around the unit, indicating possible drainage issues.

2. Air Filter Maintenance

  • Visually check filters for dust accumulation.
  • Look for any signs of discoloration or damage.
  • Use a flashlight to illuminate hard-to-see areas.
  • Check filter surfaces for visible debris or blockages.
  • Remove filters according to the manufacturer's instructions.
  • Clean filters with a vacuum or wash with water if washable.
  • Replace with a new filter if heavily soiled or damaged.
  • Follow proper disposal methods for used filters.
  • Check that filters are oriented in the correct direction.
  • Ensure filters fit snugly in their frames without gaps.
  • Secure any latches or fasteners holding the filters in place.
  • Inspect for any obstruction that may prevent proper sealing.
  • Visually check filters for dust accumulation.
  • Look for any signs of discoloration or damage.
  • Use a flashlight to illuminate hard-to-see areas.
  • Check filter surfaces for visible debris or blockages.
  • Remove filters according to the manufacturer's instructions.
  • Clean filters with a vacuum or wash with water if washable.
  • Replace with a new filter if heavily soiled or damaged.
  • Follow proper disposal methods for used filters.
  • Check that filters are oriented in the correct direction.
  • Ensure filters fit snugly in their frames without gaps.
  • Secure any latches or fasteners holding the filters in place.
  • Inspect for any obstruction that may prevent proper sealing.
  • Refer to the unit's specifications for filter dimensions.
  • Confirm the filter type matches the manufacturer's recommendations.
  • Avoid using makeshift filters that do not meet standards.
  • Cross-check with existing filters to ensure consistency.
  • Examine frames for cracks, bends, or warping.
  • Ensure there are no gaps between the frame and the unit.
  • Replace damaged frames to maintain proper airflow.
  • Clean frames to remove any obstructions or debris.
  • Use an anemometer to measure airflow rates.
  • Record baseline measurements before filter changes.
  • Compare post-replacement measurements to confirm improvement.
  • Document findings for future reference and analysis.
  • Vacuum or sweep areas around the fan coil unit.
  • Wipe down surfaces with a damp cloth to remove dust.
  • Clear any obstructions that may block airflow.
  • Ensure proper drainage around the unit to avoid contamination.
  • Record filter inspection dates and findings.
  • Note actions taken, such as cleaning or replacements.
  • Include any observations about airflow or performance.
  • Ensure logs are accessible for future maintenance reviews.
  • Determine frequency of checks based on filter type.
  • Adjust schedules according to seasonal changes and usage.
  • Set reminders for upcoming maintenance tasks.
  • Consider using a calendar or software for tracking.
  • Conduct training sessions on air quality benefits.
  • Provide materials that explain filter function and upkeep.
  • Encourage staff to report any issues with airflow.
  • Promote awareness of how filters affect health and comfort.
  • Check inventory levels regularly to avoid shortages.
  • Order new filters in advance of expected needs.
  • Label storage areas for easy identification of filters.
  • Maintain a log of filter usage to predict future needs.
  • Install a pressure gauge on the filter housing.
  • Record pressure readings at regular intervals.
  • Analyze data to determine optimal filter replacement times.
  • Use readings to identify any airflow issues or blockages.

3. Drainage System Check

  • Visually examine the drain for any visible debris.
  • Use a flashlight to check hard-to-see areas.
  • If necessary, remove the drain cover for a thorough check.
  • Run the unit and observe water movement.
  • Listen for unusual sounds indicating blockages.
  • Check the outlet for consistent drainage.
  • Look for standing water near the unit.
  • Identify the source of any leaks or pooling.
  • Wipe up any excess water to prevent damage.
  • Visually examine the drain for any visible debris.
  • Use a flashlight to check hard-to-see areas.
  • If necessary, remove the drain cover for a thorough check.
  • Run the unit and observe water movement.
  • Listen for unusual sounds indicating blockages.
  • Check the outlet for consistent drainage.
  • Look for standing water near the unit.
  • Identify the source of any leaks or pooling.
  • Wipe up any excess water to prevent damage.
  • Remove any visible debris from the drain pan.
  • Wipe down the pan with a clean cloth.
  • Inspect for rust or corrosion in the pan.
  • Examine the entire length of the drain line.
  • Look for cracks, leaks, or corrosion.
  • Replace any damaged sections immediately.
  • Check the slope of the drain line visually.
  • Adjust the line if it appears flat or uphill.
  • Confirm that water flows freely toward the outlet.
  • Inspect all joints and connections for moisture.
  • Use a cloth to feel for dampness around connections.
  • Tighten any loose fittings as needed.
  • Activate the pump and listen for operation sounds.
  • Check that water is being expelled properly.
  • Ensure the pump shuts off when the pan is empty.
  • Check that insulation is intact without tears.
  • Look for areas where insulation may be missing.
  • Replace or repair insulation as necessary.
  • Locate the overflow safety switch near the drain pan.
  • Manually test the switch to ensure it activates.
  • Check wiring and connections for any issues.

4. Electrical Components Inspection

  • Look for frayed wires or loose terminals.
  • Check for discoloration or corrosion.
  • Ensure all connections are tight and secure.
  • Verify that the power source is stable.
  • Inspect the main electrical panel for any alerts.
  • Check for consistent voltage levels.
  • Operate each switch to confirm functionality.
  • Listen for clicks or noises that indicate operation.
  • Ensure that control settings respond as intended.
  • Check insulation integrity along the wiring.
  • Look for rust or green corrosion on terminals.
  • Ensure all connections are properly fastened.
  • Feel wires for excessive heat during operation.
  • Look for burnt or melted insulation.
  • Inspect surrounding components for discoloration.
  • Check that breakers are not tripped.
  • Inspect fuses for any visible damage.
  • Replace any faulty components promptly.
  • Use a multimeter to check voltage levels.
  • Monitor amperage under load conditions.
  • Compare readings with manufacturer specifications.
  • Listen for clicking sounds during operation.
  • Check for physical damage or discoloration.
  • Ensure contacts are clean and free from debris.
  • Inspect grounding wires for integrity.
  • Check connections to grounding rods or plates.
  • Measure resistance to ensure effective grounding.
  • Listen for buzzing, humming, or clicking sounds.
  • Identify the source of any irregular noises.
  • Document any findings for further inspection.
  • Test each interlock to ensure it operates.
  • Check for any visible damage to interlock mechanisms.
  • Ensure that all safety functions engage as required.
  • Ensure control panels are free from dust and debris.
  • Check that all labels are clear and legible.
  • Confirm that indicators are functioning correctly.
  • Inspect for any oil or fluid leaks.
  • Check for bulging or discoloration on capacitors.
  • Ensure all connections are tight and secure.
  • Run a test cycle to verify operation.
  • Check battery levels and charging systems.
  • Ensure backup systems engage as needed.
  • Record all findings in a maintenance log.
  • Highlight urgent issues for immediate attention.
  • Schedule follow-up inspections as necessary.

5. Fan and Coil Condition

  • Listen for any grinding, rattling, or squeaking sounds.
  • Feel for excessive vibrations by placing your hand on the motor.
  • Ensure the fan operates smoothly at all speed settings.
  • Document any irregularities for further inspection.
  • Visually check blades for dust accumulation and debris.
  • Use a soft brush or cloth to clean blades if necessary.
  • Ensure that no foreign objects are lodged between blades.
  • Confirm blades are securely attached and undamaged.
  • Inspect coils for dirt buildup or blockages.
  • Use a vacuum or coil cleaning solution for cleaning.
  • Check for any corrosion or signs of wear on coils.
  • Verify that airflow is not obstructed by any debris.
  • Listen for any grinding, rattling, or squeaking sounds.
  • Feel for excessive vibrations by placing your hand on the motor.
  • Ensure the fan operates smoothly at all speed settings.
  • Document any irregularities for further inspection.
  • Visually check blades for dust accumulation and debris.
  • Use a soft brush or cloth to clean blades if necessary.
  • Ensure that no foreign objects are lodged between blades.
  • Confirm blades are securely attached and undamaged.
  • Inspect coils for dirt buildup or blockages.
  • Use a vacuum or coil cleaning solution for cleaning.
  • Check for any corrosion or signs of wear on coils.
  • Verify that airflow is not obstructed by any debris.
  • Test each speed setting on the fan.
  • Ensure smooth transition between different speed settings.
  • Look for any error codes on the control display.
  • Confirm the fan responds appropriately to adjustments.
  • Examine fins for any signs of bending or corrosion.
  • Use a fin comb to straighten bent fins carefully.
  • Check for gaps between fins and ensure proper alignment.
  • Document any significant damage for replacement consideration.
  • Measure airflow using an anemometer at the coil exit.
  • Ensure that registers and diffusers are unobstructed.
  • Inspect ductwork for any signs of leaks or restrictions.
  • Confirm that the fan operates efficiently with proper airflow.
  • Use a thermometer to measure supply and return air temperatures.
  • Calculate the temperature difference to determine system performance.
  • Record results to compare with standard efficiency metrics.
  • Investigate any significant discrepancies for potential issues.
  • Check the drain pan surface for any discoloration.
  • Look for rust spots or holes that could lead to leaks.
  • Clean the drain pan to prevent any blockages.
  • Ensure the pan is properly sloped for efficient drainage.
  • Visually inspect the drain line for obstructions.
  • Use a wet/dry vacuum to clear any potential blockages.
  • Check for proper slope and alignment of the drain line.
  • Confirm that water flows freely from the drain pan.
  • Inspect all visible refrigerant lines for oil stains.
  • Use a leak detection solution to identify leaks.
  • Listen for hissing sounds that indicate refrigerant escape.
  • Document any leaks for immediate repair or replacement.
  • Check insulation for signs of wear or damage.
  • Ensure there are no gaps or areas with missing insulation.
  • Replace any compromised insulation to prevent energy loss.
  • Verify insulation is securely attached to lines.
  • Inspect all components for signs of deterioration.
  • Look for rust, corrosion, or any mechanical issues.
  • Assess if any parts require immediate replacement.
  • Document findings for future maintenance planning.
  • Refer to manufacturer guidelines for lubrication frequency.
  • Use appropriate lubricant specified in the manual.
  • Apply lubricant to bearings without overfilling.
  • Monitor for smooth operation post-lubrication.

6. Temperature and Pressure Measurements

  • Use accurate thermometers or temperature sensors.
  • Position sensors in the airstream for accurate readings.
  • Record temperatures in a log for monitoring trends.
  • Use a reliable pressure gauge.
  • Connect gauge to the service port.
  • Compare readings with manufacturer specifications.
  • Refer to the manufacturer's temperature range guidelines.
  • Adjust settings if temperatures are outside acceptable limits.
  • Log any adjustments made for future reference.
  • Use accurate thermometers or temperature sensors.
  • Position sensors in the airstream for accurate readings.
  • Record temperatures in a log for monitoring trends.
  • Use a reliable pressure gauge.
  • Connect gauge to the service port.
  • Compare readings with manufacturer specifications.
  • Refer to the manufacturer's temperature range guidelines.
  • Adjust settings if temperatures are outside acceptable limits.
  • Log any adjustments made for future reference.
  • Calculate the difference between supply and return temperatures.
  • Ensure the differential aligns with operational standards.
  • Investigate any significant deviations from expected values.
  • Use thermometers to measure inlet and outlet temperatures.
  • Ensure measurements are taken at consistent intervals.
  • Document temperatures for analysis and adjustments.
  • Monitor readings continuously during operation.
  • Identify any spikes or drops in temperature.
  • Investigate causes of fluctuations promptly.
  • Record outdoor and indoor ambient temperatures.
  • Assess how changes in ambient temperature impact performance.
  • Adjust unit settings based on ambient conditions.
  • Inspect sensors for physical damage.
  • Perform calibration checks according to manufacturer guidelines.
  • Replace faulty sensors as needed to ensure accuracy.
  • Keep a detailed log of any irregular readings.
  • Include dates, times, and specific conditions observed.
  • Review logs regularly to identify patterns.
  • Review manufacturer specifications for all relevant metrics.
  • Analyze collected data against these benchmarks.
  • Take corrective actions if measurements are outside standards.

7. Control System Functionality

  • Set thermostat to various temperatures.
  • Listen for click sound indicating activation.
  • Observe if the display responds correctly.
  • Check for any unusual behavior or error messages.
  • Adjust temperature settings up and down.
  • Monitor unit operation for response time.
  • Ensure the temperature changes occur as expected.
  • Check for any discrepancies in readings.
  • Review programmed schedules for accuracy.
  • Manually override settings to test operation.
  • Observe unit response to scheduled changes.
  • Confirm that timers reset correctly.
  • Inspect the control panel for visible alerts.
  • Refer to the manual for error code meanings.
  • Document any error codes found.
  • Reset the system if needed.
  • Use the remote/app to adjust settings.
  • Check response time to commands.
  • Verify all features function as intended.
  • Look for connectivity issues.
  • Switch between heating and cooling modes.
  • Listen for any unusual sounds during transition.
  • Monitor temperature stability post-transition.
  • Check for any error codes during the switch.
  • Check signal strength if wireless.
  • Observe response time to thermostat adjustments.
  • Look for any signs of miscommunication.
  • Ensure accurate temperature readings.
  • Test each safety interlock individually.
  • Confirm that interlocks prevent operation when triggered.
  • Inspect wiring for damage or wear.
  • Document any interlock issues.
  • Change fan speed settings through controls.
  • Listen for changes in fan operation.
  • Check airflow at different speed settings.
  • Ensure speed adjustments are smooth.
  • Manually adjust dampers or valves.
  • Observe for physical movement and response.
  • Check for any noise or resistance.
  • Document any control failures.
  • Inspect battery level indicators.
  • Replace batteries if low or dead.
  • Test functionality post-replacement.
  • Ensure correct battery type is used.
  • Check for available updates from the manufacturer.
  • Follow update procedures as outlined.
  • Document any changes made.
  • Reboot system after updates.
  • Record all findings in maintenance log.
  • Highlight urgent issues for immediate attention.
  • Schedule follow-up actions as needed.
  • Ensure documentation is clear and detailed.

8. Documentation and Reporting

9. Safety Checks

10. Follow-Up Actions

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