A detailed Fan Coil Unit QUARTERLY preventive maintenance checklists

1. Safety Precautions

2. Visual Inspection

  • Examine joints and connections for moisture.
  • Look for water stains or corrosion.
  • Inspect surrounding surfaces for signs of wetness.
  • Check under the unit for pooled water.
  • Look for cracks, dents, or rust on the casing.
  • Check insulation for tears or wear.
  • Ensure insulation is securely attached.
  • Assess for any signs of mold or mildew.
  • Inspect for any cracks or leaks in the pan.
  • Remove any debris or buildup.
  • Check for proper drainage flow.
  • Verify that the pan is sloped correctly.
  • Check that screws or fasteners are tight.
  • Inspect seals for wear or damage.
  • Ensure panels fit snugly without gaps.
  • Look for any signs of air leaks.
  • Examine joints and connections for moisture.
  • Look for water stains or corrosion.
  • Inspect surrounding surfaces for signs of wetness.
  • Check under the unit for pooled water.
  • Look for cracks, dents, or rust on the casing.
  • Check insulation for tears or wear.
  • Ensure insulation is securely attached.
  • Assess for any signs of mold or mildew.
  • Inspect for any cracks or leaks in the pan.
  • Remove any debris or buildup.
  • Check for proper drainage flow.
  • Verify that the pan is sloped correctly.
  • Check that screws or fasteners are tight.
  • Inspect seals for wear or damage.
  • Ensure panels fit snugly without gaps.
  • Look for any signs of air leaks.
  • Examine metal parts for rust or pitting.
  • Check connections and fittings for wear.
  • Assess any protective coatings for deterioration.
  • Look for discoloration or flaking paint.
  • Check for dents or structural deformities.
  • Look for loose or broken parts.
  • Assess wear on moving components.
  • Ensure all components are securely attached.
  • Use a level tool to assess alignment.
  • Inspect mounting brackets for secure attachment.
  • Check for any signs of shifting or movement.
  • Ensure the unit is stable and not wobbling.
  • Clear any items blocking airflow around the unit.
  • Check for dust or debris on intake vents.
  • Ensure there is adequate space for air circulation.
  • Look for vegetation or other barriers nearby.
  • Check for fading or damage on labels.
  • Ensure all information is visible and clear.
  • Verify that the identification plate is securely attached.
  • Look for any signs of tampering or removal.
  • Check for droppings or nesting materials.
  • Look for entry points around the unit.
  • Inspect for dead insects or pests in the area.
  • Ensure that pest control measures are in place.
  • Inspect wires for fraying or damage.
  • Check that connections are tight and secure.
  • Look for signs of corrosion on terminals.
  • Ensure that electrical components are clean.
  • Check for kinks or bends in the line.
  • Look for buildup of algae or debris.
  • Ensure that the line is securely attached.
  • Verify that water drains freely without obstruction.
  • Listen for rattling or grinding sounds.
  • Assess for excessive vibration while running.
  • Identify any irregular operational sounds.
  • Ensure that all components are functioning smoothly.

3. Air Filter Maintenance

  • Turn off the fan coil unit before accessing filters.
  • Remove filters carefully from their housing.
  • Inspect for visible dirt accumulation and physical damage.
  • Check for any irregular shapes or bends.
  • If reusable, clean filters with water and a mild detergent.
  • Rinse thoroughly and allow to dry completely.
  • If disposable, replace with new filters that meet specifications.
  • Ensure filters are compatible with the fan coil unit model.
  • Align filters correctly within their housing.
  • Ensure the airflow direction matches indicators on the filter.
  • Secure filters firmly to prevent leakage.
  • Check for any obstructions that may affect airflow.
  • Turn off the fan coil unit before accessing filters.
  • Remove filters carefully from their housing.
  • Inspect for visible dirt accumulation and physical damage.
  • Check for any irregular shapes or bends.
  • If reusable, clean filters with water and a mild detergent.
  • Rinse thoroughly and allow to dry completely.
  • If disposable, replace with new filters that meet specifications.
  • Ensure filters are compatible with the fan coil unit model.
  • Align filters correctly within their housing.
  • Ensure the airflow direction matches indicators on the filter.
  • Secure filters firmly to prevent leakage.
  • Check for any obstructions that may affect airflow.
  • Inspect housing for cracks or corrosion.
  • Ensure all mounting points are secure.
  • Look for gaps that could allow unfiltered air.
  • Report any issues to maintenance personnel immediately.
  • Refer to the equipment manual for specifications.
  • Measure existing filters to confirm dimensions.
  • Check filter type compatibility with the fan coil unit.
  • Order replacements that match specified requirements.
  • Hold filters up to light to check for holes.
  • Gently flex filter media to identify weak spots.
  • Replace filters showing any sign of damage.
  • Ensure integrity to maintain indoor air quality.
  • Use a vacuum or damp cloth to remove dust.
  • Pay special attention to corners and crevices.
  • Wipe down surfaces with a mild cleaning solution.
  • Ensure all debris is cleared before reinstalling filters.
  • Document filter condition before and after maintenance.
  • Include the date of service and technician's name.
  • Note any issues encountered during inspection.
  • Keep records accessible for future reference.
  • Provide training sessions on filter maintenance practices.
  • Distribute written materials outlining procedures.
  • Encourage questions to clarify any uncertainties.
  • Emphasize the impact of filters on system efficiency.
  • Allow filters to air dry in a well-ventilated area.
  • Avoid using heat sources that could damage filters.
  • Check for moisture before reinstallation.
  • Store filters in a clean, dry location if not in use.

4. Coil Cleaning

  • Visually assess coils for visible dirt, dust, or obstructions.
  • Use a flashlight to inspect hard-to-see areas.
  • Note any heavy buildup that may require special attention.
  • Gently brush away loose debris using a soft brush.
  • Apply coil cleaner solution according to manufacturer's instructions.
  • Avoid using harsh chemicals that could damage the coils.
  • Use a hose with low pressure to rinse the coils.
  • Ensure all cleaning agents are removed from the surface.
  • Check that water drains properly from the coils.
  • Inspect the surface for rust, pitting, or flaking.
  • Look for any holes or cracks that may affect performance.
  • Document any corrosion for further evaluation or repair.
  • Visually assess coils for visible dirt, dust, or obstructions.
  • Use a flashlight to inspect hard-to-see areas.
  • Note any heavy buildup that may require special attention.
  • Gently brush away loose debris using a soft brush.
  • Apply coil cleaner solution according to manufacturer's instructions.
  • Avoid using harsh chemicals that could damage the coils.
  • Use a hose with low pressure to rinse the coils.
  • Ensure all cleaning agents are removed from the surface.
  • Check that water drains properly from the coils.
  • Inspect the surface for rust, pitting, or flaking.
  • Look for any holes or cracks that may affect performance.
  • Document any corrosion for further evaluation or repair.
  • Examine fins for any bends or distortions.
  • Use a fin comb to straighten bent fins carefully.
  • Ensure fins are evenly spaced for optimal airflow.
  • Look for moisture or water stains around joints.
  • Check for any unusual sounds that might indicate a leak.
  • Seal any leaks found according to maintenance protocols.
  • Remove debris and clean drain pans thoroughly.
  • Check for blockages in the drain lines.
  • Ensure proper slope for effective drainage.
  • Use an anemometer to measure airflow rates.
  • Inspect for any obstructions that could hinder airflow.
  • Ensure fan operation is optimal to maintain airflow.
  • Consult manufacturer's guidelines for appropriate coatings.
  • Apply treatment evenly and allow to dry as instructed.
  • Recheck coils after application for any overspray or residue.
  • Note all observations and maintenance actions taken.
  • Record any repairs or parts replaced.
  • Update maintenance logs for tracking future work.

5. Fan and Motor Inspection

  • Remove any visible dirt or debris from the blades.
  • Check for cracks or chips on the blades.
  • Ensure blades are balanced and not bent.
  • Document any damage for further evaluation.
  • Refer to the manufacturer's lubrication schedule.
  • Use appropriate lubricant type and amount.
  • Apply lubricant to both bearings evenly.
  • Wipe off excess lubricant to prevent contamination.
  • Start the fan and observe its operation.
  • Listen for grinding, squealing, or rattling sounds.
  • Check for irregular vibration patterns.
  • Document any unusual findings for further inspection.
  • Inspect all mounting bolts for tightness.
  • Check for any visible wear on mounts.
  • Ensure the motor is stable during operation.
  • Replace or repair mounts if necessary.
  • Remove any visible dirt or debris from the blades.
  • Check for cracks or chips on the blades.
  • Ensure blades are balanced and not bent.
  • Document any damage for further evaluation.
  • Refer to the manufacturer's lubrication schedule.
  • Use appropriate lubricant type and amount.
  • Apply lubricant to both bearings evenly.
  • Wipe off excess lubricant to prevent contamination.
  • Start the fan and observe its operation.
  • Listen for grinding, squealing, or rattling sounds.
  • Check for irregular vibration patterns.
  • Document any unusual findings for further inspection.
  • Inspect all mounting bolts for tightness.
  • Check for any visible wear on mounts.
  • Ensure the motor is stable during operation.
  • Replace or repair mounts if necessary.
  • Use a clamp meter to measure current draw.
  • Compare readings to manufacturer specifications.
  • Document current draw for future reference.
  • Investigate any discrepancies in current draw.
  • Use a straight edge or alignment tool.
  • Adjust the motor position if misaligned.
  • Check alignment regularly to ensure longevity.
  • Document alignment status after adjustments.
  • Look for rust, cracks, or dents in the housing.
  • Check the integrity of seals and gaskets.
  • Clean the housing to prevent corrosion.
  • Report any significant damage for repair.
  • Turn off power before cleaning.
  • Use a vacuum or compressed air to remove debris.
  • Ensure all areas around the fan and motor are clear.
  • Dispose of debris properly to maintain a clean workspace.
  • Check current speed settings against operational needs.
  • Adjust settings if necessary for efficiency.
  • Document any changes made to speed settings.
  • Verify that adjustments meet system requirements.
  • Simulate overload conditions safely.
  • Monitor for automatic shutoff activation.
  • Reset the system after testing.
  • Document test results and any necessary follow-up actions.
  • Inspect all wiring for signs of wear or damage.
  • Tighten loose connections carefully.
  • Clean any corroded connections with appropriate cleaner.
  • Document the condition of wiring for future reference.
  • Check for wear, cracks, or fraying on the belt.
  • Ensure proper tension is maintained.
  • Replace the belt if it shows significant wear.
  • Document any maintenance performed on the belt.
  • Monitor fan operation during peak and low demand.
  • Adjust controls to optimize performance.
  • Document any adjustments made for future reference.
  • Review system demand regularly to ensure alignment.

6. Drainage System Check

  • Visually examine drain lines for any visible obstructions.
  • Look for signs of water accumulation around fittings.
  • Check for any discoloration indicating potential leaks.
  • Use a flashlight to inspect hard-to-see areas.
  • Use a hose or bucket to introduce water into the drain line.
  • Observe the water flow to ensure it exits freely.
  • Check for any unusual sounds indicating a blockage.
  • Repeat until water flows without obstruction.
  • Inspect the pan for water accumulation.
  • Ensure the drain outlet is clear and unobstructed.
  • Look for any signs of rust or deterioration.
  • Monitor the pan after flushing to confirm proper drainage.
  • Visually examine drain lines for any visible obstructions.
  • Look for signs of water accumulation around fittings.
  • Check for any discoloration indicating potential leaks.
  • Use a flashlight to inspect hard-to-see areas.
  • Use a hose or bucket to introduce water into the drain line.
  • Observe the water flow to ensure it exits freely.
  • Check for any unusual sounds indicating a blockage.
  • Repeat until water flows without obstruction.
  • Inspect the pan for water accumulation.
  • Ensure the drain outlet is clear and unobstructed.
  • Look for any signs of rust or deterioration.
  • Monitor the pan after flushing to confirm proper drainage.
  • Inspect the surface for rust spots or pitting.
  • Check for cracks or holes that could lead to leaks.
  • Feel for softness or weakness in the material.
  • Document any significant findings for future reference.
  • Check insulation material for integrity and coverage.
  • Look for any exposed sections that could cause condensation.
  • Ensure insulation is securely attached to the drain line.
  • Replace any damaged or missing insulation.
  • Use a level to check the slope of the drain line.
  • Adjust the line if it is not sloped towards the drain.
  • Verify that any bends do not create low points.
  • Confirm that gravity aids in proper drainage.
  • Look for loose or damaged fittings that could leak.
  • Tighten any loose connections as necessary.
  • Check for deterioration of seals or gaskets.
  • Replace worn components to ensure a secure fit.
  • Manually lift the float to check for activation.
  • Listen for the sound of the pump engaging.
  • Ensure the float returns to its original position.
  • Replace the float switch if it fails to activate.
  • Use a brush or cloth to remove any buildup.
  • Rinse the pan with clean water to eliminate residues.
  • Inspect for any signs of biological growth.
  • Dispose of debris in accordance with safety protocols.
  • Inspect the area for dark spots or unusual odors.
  • Use a moisture meter to check humidity levels.
  • Clean affected areas with appropriate mold removal solutions.
  • Consider implementing a dehumidification solution if necessary.
  • Record the date and time of the inspection.
  • Detail any issues found and actions taken.
  • Include photographs if necessary for clarity.
  • Ensure log entries are clear and concise for future reference.

7. Electrical Components Inspection

  • Use a torque wrench to check tightness.
  • Look for corrosion or discoloration.
  • Retighten any loose connections.
  • Document findings for future reference.
  • Look for exposed wire or insulation damage.
  • Replace any frayed wires immediately.
  • Use electrical tape for minor repairs.
  • Log any repairs needed.
  • Activate each switch manually.
  • Ensure switches engage and disengage smoothly.
  • Check for proper indicator lights.
  • Replace any malfunctioning switches.
  • Inspect gaskets and seals for integrity.
  • Look for any gaps or cracks.
  • Replace damaged seals promptly.
  • Confirm enclosure is free from moisture.
  • Use a torque wrench to check tightness.
  • Look for corrosion or discoloration.
  • Retighten any loose connections.
  • Document findings for future reference.
  • Look for exposed wire or insulation damage.
  • Replace any frayed wires immediately.
  • Use electrical tape for minor repairs.
  • Log any repairs needed.
  • Activate each switch manually.
  • Ensure switches engage and disengage smoothly.
  • Check for proper indicator lights.
  • Replace any malfunctioning switches.
  • Inspect gaskets and seals for integrity.
  • Look for any gaps or cracks.
  • Replace damaged seals promptly.
  • Confirm enclosure is free from moisture.
  • Use a torque wrench for proper tightness.
  • Check for any signs of wear or corrosion.
  • Retighten as necessary to prevent overheating.
  • Document any issues found.
  • Look for discoloration or burnt areas.
  • Check solder joints for cracks.
  • Replace any damaged circuit boards.
  • Ensure all components are securely mounted.
  • Use a multimeter to measure voltage.
  • Check current draw against manufacturer specs.
  • Document readings for future maintenance.
  • Investigate any abnormal readings.
  • Inspect grounding wires for integrity.
  • Ensure connections are tight and corrosion-free.
  • Use a multimeter to check ground continuity.
  • Address any grounding issues immediately.
  • Test operation of each relay and contactor.
  • Look for signs of pitting or overheating.
  • Replace any components that fail testing.
  • Document any findings.
  • Check programming settings for accuracy.
  • Run a test cycle to ensure correct operation.
  • Verify timer accuracy and response.
  • Document any adjustments made.
  • Check fuse ratings against specifications.
  • Test each fuse and breaker for functionality.
  • Replace any that are blown or faulty.
  • Document any replacements.
  • Inspect all terminals for rust or corrosion.
  • Cleaning terminals with a wire brush if needed.
  • Apply dielectric grease to prevent corrosion.
  • Log any repairs or replacements needed.
  • Look for frays, cuts, or exposed wiring.
  • Check for loose connections at both ends.
  • Replace any damaged sections immediately.
  • Document findings for future reference.

8. System Controls and Calibration

  • Set thermostat to desired temperature.
  • Wait for system response.
  • Compare actual temperature to setpoint.
  • Record discrepancies.
  • Adjust settings if necessary.
  • Use calibration tools as per manufacturer instructions.
  • Adjust sensor readings to match known standards.
  • Document calibration changes.
  • Check for any errors in control signals.
  • Repeat checks after adjustments.
  • Adjust thermostat settings by several degrees.
  • Observe system response time.
  • Check if temperature reaches new setpoint.
  • Monitor for any unusual operation.
  • Document findings.
  • Set thermostat to desired temperature.
  • Wait for system response.
  • Compare actual temperature to setpoint.
  • Record discrepancies.
  • Adjust settings if necessary.
  • Use calibration tools as per manufacturer instructions.
  • Adjust sensor readings to match known standards.
  • Document calibration changes.
  • Check for any errors in control signals.
  • Repeat checks after adjustments.
  • Adjust thermostat settings by several degrees.
  • Observe system response time.
  • Check if temperature reaches new setpoint.
  • Monitor for any unusual operation.
  • Document findings.
  • Inspect each zone damper for physical blockages.
  • Manually operate dampers to ensure full range of motion.
  • Listen for any unusual noises during operation.
  • Check actuator responsiveness to control signals.
  • Record any maintenance needs.
  • Check wiring and connections for damage.
  • Test signal strength and response time.
  • Verify that the thermostat displays correct system status.
  • Look for error messages.
  • Document any communication issues.
  • Review current settings against occupancy patterns.
  • Adjust heating/cooling setpoints for efficiency.
  • Ensure comfort levels are maintained.
  • Consider seasonal adjustments.
  • Document the new setpoints.
  • Check for available software updates.
  • Follow vendor instructions for updates.
  • Backup current system settings before updating.
  • Test system functionality post-update.
  • Record version changes.
  • Test all safety limit switches.
  • Trigger alarms to ensure they activate.
  • Check alarm indicators for visibility.
  • Review alarm history for any faults.
  • Document safety check results.
  • Switch the system to heating mode.
  • Monitor temperature rise and system performance.
  • Switch to cooling mode and observe temperature drop.
  • Check for any unusual noises or issues.
  • Document functional test results.
  • Check connectivity of remote monitoring devices.
  • Verify data accuracy against manual readings.
  • Test alerts and notifications.
  • Review system logs for errors.
  • Document operational status.

9. Documentation and Reporting

10. Final Checks and Clean-Up

Related Checklists