AHU daily, weekly, monthly, quarterly, semi annually. annual preventive maintenance checklists

Daily Preventive Maintenance Checklist

  • Use calibrated instruments to measure temperature and humidity.
  • Record values in the maintenance log for future reference.
  • Compare readings against manufacturer specifications.
  • Identify and report any deviations from normal operating ranges.
  • Check pressure gauges or indicators for airflow resistance.
  • Remove air filters and inspect for dirt and blockages.
  • Clean reusable filters as per manufacturer guidelines.
  • Replace filters that are beyond their useful life.
  • Check control panel indicators for normal operation lights.
  • Test manual override functions to ensure responsiveness.
  • Review system settings against operational parameters.
  • Document any anomalies and alert maintenance personnel.
  • Stand close to the unit and listen for irregular sounds.
  • Identify vibrations that may indicate mechanical issues.
  • Record any unusual findings in the maintenance log.
  • Report significant concerns to maintenance staff immediately.
  • Inspect all joints, seals, and connections for moisture.
  • Look for signs of oil or refrigerant leakage.
  • Use a flashlight to spot hard-to-see areas.
  • Document findings and arrange for repairs if necessary.
  • Inspect drains for clogs or obstructions.
  • Flush drains with water to ensure proper flow.
  • Check for water pooling around the unit.
  • Report any drainage issues for immediate remediation.
  • Check control panel indicators for normal operation lights.
  • Test manual override functions to ensure responsiveness.
  • Review system settings against operational parameters.
  • Document any anomalies and alert maintenance personnel.
  • Stand close to the unit and listen for irregular sounds.
  • Identify vibrations that may indicate mechanical issues.
  • Record any unusual findings in the maintenance log.
  • Report significant concerns to maintenance staff immediately.
  • Inspect all joints, seals, and connections for moisture.
  • Look for signs of oil or refrigerant leakage.
  • Use a flashlight to spot hard-to-see areas.
  • Document findings and arrange for repairs if necessary.
  • Inspect drains for clogs or obstructions.
  • Flush drains with water to ensure proper flow.
  • Check for water pooling around the unit.
  • Report any drainage issues for immediate remediation.
  • Use calibrated instruments to measure temperature and humidity.
  • Record values in the maintenance log for future reference.
  • Compare readings against manufacturer specifications.
  • Identify and report any deviations from normal operating ranges.
  • Check pressure gauges or indicators for airflow resistance.
  • Remove air filters and inspect for dirt and blockages.
  • Clean reusable filters as per manufacturer guidelines.
  • Replace filters that are beyond their useful life.

Weekly Preventive Maintenance Checklist

  • Visual check for cracks or fraying on belts.
  • Ensure pulleys are aligned and securely fastened.
  • Check tension using a tension gauge if available.
  • Replace any worn or damaged belts immediately.
  • Inspect all visible wiring for signs of wear.
  • Use a screwdriver to tighten loose connections.
  • Check for corrosion on terminals and clean if needed.
  • Ensure all connections are secure to prevent arcing.
  • Use a soft cloth and appropriate cleaner for surfaces.
  • Remove any debris or obstructions around the unit.
  • Ensure drain paths are clear of any blockages.
  • Check for signs of rust or deterioration.
  • Use calibration tools specific to each sensor.
  • Compare readings with manufacturer specifications.
  • Adjust settings to ensure accurate performance.
  • Document any changes made during calibration.
  • Check pressure relief valves for proper operation.
  • Test safety interlocks and emergency shut-off switches.
  • Inspect guards and shields for integrity.
  • Ensure all alarms are functional and audible.
  • Check for visible signs of wear or fraying.
  • Ensure pulleys are aligned properly.
  • Test tension and adjust if necessary.
  • Listen for any unusual sounds while operating.
  • Inspect all electrical connections for corrosion.
  • Use a torque wrench to ensure proper tightness.
  • Look for loose wires or damaged insulation.
  • Record any findings for future reference.
  • Remove dust and debris from the unit's surface.
  • Use a vacuum or soft brush for hard-to-reach areas.
  • Ensure that the area is free from obstructions.
  • Dispose of waste materials properly.
  • Check sensor readings against known standards.
  • Adjust calibration settings if discrepancies are found.
  • Test control responses to ensure accuracy.
  • Document calibration results for compliance.
  • Test all safety alarms and indicators.
  • Inspect emergency shut-off switches for functionality.
  • Ensure that safety guards are in place.
  • Record any malfunctions for immediate action.

Monthly Preventive Maintenance Checklist

  • Turn off power to the unit.
  • Remove any debris from the coils.
  • Use a soft brush or vacuum to clean coils.
  • Apply coil cleaner if necessary, following instructions.
  • Rinse coils with water and allow to dry.
  • Turn off and lock out power to the fan.
  • Remove any accumulated dust and debris from blades.
  • Inspect motor components for wear and damage.
  • Lubricate motor bearings if applicable.
  • Ensure blades are securely fastened.
  • Inspect insulation for tears, moisture, or mold.
  • Check for areas with loose or missing insulation.
  • Replace damaged insulation to maintain efficiency.
  • Seal any gaps with appropriate insulation tape.
  • Ensure insulation is securely fastened.
  • Check for standing water in the drain pan.
  • Clean any debris blocking the drain line.
  • Verify that the drain line is clear and flowing.
  • Inspect for rust or corrosion in the drain pan.
  • Ensure the drain pan is properly sloped.
  • Gather all relevant maintenance records.
  • Document any findings or corrective actions taken.
  • Update maintenance schedules as needed.
  • Ensure logs are easily accessible for future reference.
  • Verify compliance with regulatory requirements.
  • Turn off power to the unit.
  • Remove any debris from the coils.
  • Use a soft brush or vacuum to clean coils.
  • Apply coil cleaner if necessary, following instructions.
  • Rinse coils with water and allow to dry.
  • Turn off and lock out power to the fan.
  • Remove any accumulated dust and debris from blades.
  • Inspect motor components for wear and damage.
  • Lubricate motor bearings if applicable.
  • Ensure blades are securely fastened.
  • Inspect insulation for tears, moisture, or mold.
  • Check for areas with loose or missing insulation.
  • Replace damaged insulation to maintain efficiency.
  • Seal any gaps with appropriate insulation tape.
  • Ensure insulation is securely fastened.
  • Check for standing water in the drain pan.
  • Clean any debris blocking the drain line.
  • Verify that the drain line is clear and flowing.
  • Inspect for rust or corrosion in the drain pan.
  • Ensure the drain pan is properly sloped.
  • Gather all relevant maintenance records.
  • Document any findings or corrective actions taken.
  • Update maintenance schedules as needed.
  • Ensure logs are easily accessible for future reference.
  • Verify compliance with regulatory requirements.

Quarterly Preventive Maintenance Checklist

  • Turn off the AHU and ensure it is safely locked out.
  • Remove the access panel to the filter compartment.
  • Take out the old filters and inspect for damage.
  • If reusable, clean filters according to manufacturer instructions.
  • Install new filters or reinsert cleaned filters securely.
  • Replace access panel and restore power to the AHU.
  • Visually inspect all dampers for signs of damage or corrosion.
  • Check actuator operation by manually adjusting dampers.
  • Lubricate moving parts of actuators if necessary.
  • Ensure dampers open and close fully without obstruction.
  • Calibrate actuators for accurate position feedback.
  • Inspect the humidifier for scale buildup or damage.
  • Drain any standing water from the humidifier tank.
  • Clean components with appropriate cleaning solutions.
  • Test operation by running the humidifier and checking output.
  • Replace any worn or damaged parts as needed.
  • Perform a visual inspection of the AHU for rust or corrosion.
  • Check for any signs of leaks or gaps in the housing.
  • Ensure all bolts and fasteners are tight and secure.
  • Look for any structural damage that may affect performance.
  • Document any issues for repair or follow-up.
  • Gather energy consumption data from the last quarter.
  • Compare current consumption to previous periods.
  • Identify any anomalies or trends in energy usage.
  • Assess operational efficiency against manufacturer specifications.
  • Make recommendations for improving energy efficiency.
  • Turn off the AHU and ensure it is safely locked out.
  • Remove the access panel to the filter compartment.
  • Take out the old filters and inspect for damage.
  • If reusable, clean filters according to manufacturer instructions.
  • Install new filters or reinsert cleaned filters securely.
  • Replace access panel and restore power to the AHU.
  • Visually inspect all dampers for signs of damage or corrosion.
  • Check actuator operation by manually adjusting dampers.
  • Lubricate moving parts of actuators if necessary.
  • Ensure dampers open and close fully without obstruction.
  • Calibrate actuators for accurate position feedback.
  • Inspect the humidifier for scale buildup or damage.
  • Drain any standing water from the humidifier tank.
  • Clean components with appropriate cleaning solutions.
  • Test operation by running the humidifier and checking output.
  • Replace any worn or damaged parts as needed.
  • Perform a visual inspection of the AHU for rust or corrosion.
  • Check for any signs of leaks or gaps in the housing.
  • Ensure all bolts and fasteners are tight and secure.
  • Look for any structural damage that may affect performance.
  • Document any issues for repair or follow-up.
  • Gather energy consumption data from the last quarter.
  • Compare current consumption to previous periods.
  • Identify any anomalies or trends in energy usage.
  • Assess operational efficiency against manufacturer specifications.
  • Make recommendations for improving energy efficiency.

Semi-Annual Preventive Maintenance Checklist

  • Examine the AHU casing for any signs of damage or wear.
  • Check for loose or missing fasteners on all components.
  • Inspect insulation for any degradation or moisture accumulation.
  • Look for signs of corrosion or rust on metal parts.
  • Remove any debris or dirt from the heat exchanger.
  • Use appropriate cleaning solutions to clean the surfaces.
  • Check for signs of fouling or scaling on the heat exchanger.
  • Ensure all connections are secure after cleaning.
  • Measure refrigerant levels with a gauge.
  • Inspect all refrigerant lines for visible signs of leaks.
  • Use leak detection equipment if necessary.
  • Document any necessary adjustments or repairs.
  • Review control system settings and configurations.
  • Test sensors and controls for accuracy.
  • Adjust calibration settings as per manufacturer guidelines.
  • Document any changes made during evaluation.
  • Test the emergency shutoff switch for proper operation.
  • Verify that all safety alarms are functional.
  • Inspect the circuit for any signs of wear.
  • Check the response time of the shutoff systems.
  • Examine the AHU casing for any signs of damage or wear.
  • Check for loose or missing fasteners on all components.
  • Inspect insulation for any degradation or moisture accumulation.
  • Look for signs of corrosion or rust on metal parts.
  • Remove any debris or dirt from the heat exchanger.
  • Use appropriate cleaning solutions to clean the surfaces.
  • Check for signs of fouling or scaling on the heat exchanger.
  • Ensure all connections are secure after cleaning.
  • Measure refrigerant levels with a gauge.
  • Inspect all refrigerant lines for visible signs of leaks.
  • Use leak detection equipment if necessary.
  • Document any necessary adjustments or repairs.
  • Review control system settings and configurations.
  • Test sensors and controls for accuracy.
  • Adjust calibration settings as per manufacturer guidelines.
  • Document any changes made during evaluation.
  • Test the emergency shutoff switch for proper operation.
  • Verify that all safety alarms are functional.
  • Inspect the circuit for any signs of wear.
  • Check the response time of the shutoff systems.
  • Look for visible damage or corrosion in ducts.
  • Check for any signs of mold or dust buildup.
  • Seal any visible leaks with appropriate materials.
  • Ensure ducts are securely connected to all fittings.
  • Remove filters and inspect for dirt and damage.
  • Clean reusable filters according to manufacturer instructions.
  • Replace filters that are worn or excessively dirty.
  • Document filter changes in maintenance logs.
  • Refer to the manufacturer’s manual for lubrication points.
  • Use manufacturer-recommended lubricants for all parts.
  • Ensure excess lubricant is wiped away to prevent buildup.
  • Check for any unusual noise after lubrication.
  • Examine all electrical connections for signs of wear.
  • Use a torque wrench to tighten connections as needed.
  • Check for frayed or damaged wiring.
  • Document any repairs or adjustments made.
  • Manually operate dampers to check for smooth movement.
  • Inspect actuators for any signs of malfunction.
  • Ensure dampers open and close completely.
  • Document any issues for follow-up.
  • Inspect drain lines for blockages or buildup.
  • Flush the drains with water to ensure flow.
  • Clear any visible obstructions in the drain pan.
  • Document any maintenance performed on the drains.
  • Check insulation for tears, moisture, or mold.
  • Replace any damaged or missing insulation.
  • Ensure insulation is securely attached to all surfaces.
  • Document the condition of insulation in maintenance logs.
  • Check calibration of all gauges and meters.
  • Replace any faulty gauges as necessary.
  • Record readings for future reference.
  • Ensure accessibility for easy monitoring.
  • Measure airflow using an anemometer.
  • Check for unusual vibrations or sounds during operation.
  • Adjust fan speed settings if necessary.
  • Document airflow performance results.
  • Ensure all maintenance performed is logged accurately.
  • Update service records with any new findings.
  • Review past maintenance for patterns or recurring issues.
  • Maintain a digital backup of all records.
  • Listen for unusual sounds while the system is running.
  • Check for vibrations that could indicate misalignment.
  • Investigate any irregularities further if detected.
  • Document findings and plan for necessary actions.
  • Test the thermostat settings for accuracy.
  • Ensure communication between the thermostat and AHU is intact.
  • Replace batteries in wireless devices if applicable.
  • Document any adjustments made to settings.
  • Remove grilles and clean surfaces with a damp cloth.
  • Inspect for any blockages in the grilles.
  • Reattach grilles securely after cleaning.
  • Document the condition of grilles in maintenance records.
  • Clear any items or debris within a 3-foot radius.
  • Check for any vegetation or growth affecting airflow.
  • Ensure that air intakes and exhausts are unobstructed.
  • Document any issues with obstructions.
  • Consult the latest manufacturer's guidelines.
  • Adjust maintenance schedules based on updated practices.
  • Train staff on any new procedures or recommendations.
  • Document any changes made to maintenance practices.

Annual Preventive Maintenance Checklist

  • Gather baseline performance data.
  • Evaluate air flow rates and temperature differentials.
  • Analyze energy consumption against operational parameters.
  • Identify areas of inefficiency within the system.
  • Prepare a report summarizing findings and recommendations.
  • Identify components showing signs of wear.
  • Source replacement parts from approved suppliers.
  • Follow manufacturer's guidelines for installation.
  • Document all replacements in the maintenance log.
  • Dispose of old parts according to regulations.
  • Turn off power and ensure safety protocols.
  • Use appropriate cleaning agents for different materials.
  • Remove dust, debris, and contaminants from surfaces.
  • Inspect components for damage during cleaning.
  • Ensure all parts are dry before reassembly.
  • Collect energy usage data from the past year.
  • Use software tools to create performance graphs.
  • Identify patterns or anomalies in energy consumption.
  • Compile findings into a comprehensive report.
  • Share insights with relevant stakeholders.
  • Research current HVAC regulations applicable to the facility.
  • Cross-check AHU operations against compliance requirements.
  • Document any deviations and plan corrective actions.
  • Maintain records of compliance audits.
  • Schedule follow-up reviews to ensure ongoing compliance.
  • Identify areas for potential upgrades based on analysis.
  • Consult with engineers or specialists for recommendations.
  • Create a timeline and budget for upgrades.
  • Communicate plans to relevant teams.
  • Document all modifications in the maintenance log.
  • Check calibration settings against manufacturer specifications.
  • Test sensor readings against known standards.
  • Adjust calibration as necessary to ensure accuracy.
  • Document any changes made during inspection.
  • Schedule regular calibration checks in future maintenance.
  • Turn off power before inspecting connections.
  • Use appropriate tools to check for loose connections.
  • Tighten connections as needed to ensure security.
  • Inspect for signs of corrosion or damage.
  • Document findings and any repairs made.
  • Simulate emergency conditions to test systems.
  • Confirm that shut-off mechanisms engage properly.
  • Inspect control panels for clear labeling and accessibility.
  • Document test results and any necessary repairs.
  • Schedule regular testing intervals to ensure functionality.
  • Visually inspect insulation for tears or degradation.
  • Check for moisture accumulation or mold growth.
  • Replace damaged insulation with appropriate materials.
  • Ensure insulation is securely fastened.
  • Document findings and actions taken.
  • Remove any debris or buildup in the drain.
  • Flush the drain with water to ensure flow.
  • Inspect traps for integrity and replace if necessary.
  • Document the cleaning process and any issues found.
  • Schedule regular maintenance for condensate systems.
  • Gather all maintenance and inspection records.
  • Ensure entries are complete and accurate.
  • Update records to reflect recent maintenance activities.
  • Store logs in an accessible digital format.
  • Train staff on proper record-keeping procedures.
  • Measure levels of CO2, VOCs, and particulate matter.
  • Use appropriate equipment for air quality testing.
  • Compare results against health and safety standards.
  • Document findings and recommend actions if necessary.
  • Schedule follow-up assessments to monitor changes.
  • Remove dust and debris from fan blades.
  • Check for signs of wear or damage on assemblies.
  • Lubricate moving parts as specified by the manufacturer.
  • Test fan operation after cleaning.
  • Document maintenance performed on assemblies.
  • Check humidity levels against desired set points.
  • Test the operation of all control settings.
  • Inspect components for leaks or signs of wear.
  • Document performance results and any repairs needed.
  • Schedule regular testing to ensure proper operation.
  • Use a manometer to measure static pressure.
  • Check airflow rates at supply and return vents.
  • Identify any obstructions affecting airflow.
  • Document measurements and any corrective actions.
  • Schedule follow-up checks to maintain performance.
  • Inspect filters for dirt and damage.
  • Determine if filters meet required specifications.
  • Recommend replacements based on condition assessment.
  • Document filter condition and any actions taken.
  • Schedule regular filter checks and replacements.
  • Analyze current control settings against performance data.
  • Identify opportunities for energy savings.
  • Adjust control strategies accordingly and test outcomes.
  • Document changes made and their expected impact.
  • Review set points regularly for ongoing optimization.
  • Check for signs of rust, corrosion, or damage.
  • Inspect welds, bolts, and supports for stability.
  • Repair or replace compromised structural elements.
  • Document findings and actions taken.
  • Schedule regular inspections to maintain integrity.
  • Use gauges to measure refrigerant levels accurately.
  • Inspect lines for signs of wear or leaks.
  • Repair any leaks found and recharge refrigerant as needed.
  • Document refrigerant levels and repairs made.
  • Schedule regular leak checks to prevent issues.
  • Use vibration analysis tools to assess equipment.
  • Identify any unusual patterns indicating wear.
  • Compare results to baseline data for each component.
  • Document findings and schedule necessary repairs.
  • Train staff on recognizing vibration indicators.
  • Prepare training materials and documentation.
  • Schedule training sessions for relevant personnel.
  • Provide hands-on demonstrations of new features.
  • Gather feedback from staff on training effectiveness.
  • Document training completion for compliance records.

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