Shell and Tube Heat Exchanger daily, weekly, Monthly preventive maintenance checklists

Daily Maintenance Checklist

  • Examine all joints and connections carefully.
  • Look for drops of fluid or wet spots.
  • Check for corrosion or buildup around the connections.
  • Document any findings for further investigation.
  • Review the current readings against normal operating ranges.
  • Look for sudden spikes or drops in readings.
  • Ensure gauges are calibrated and functioning correctly.
  • Report any discrepancies immediately.
  • Measure flow rates using the designated flow meter.
  • Compare measurements with operational specifications.
  • Adjust flow controls if necessary.
  • Record the flow rates for maintenance records.
  • Listen for any irregular sounds that differ from normal operation.
  • Monitor for vibrations using handheld devices if available.
  • Check the mounting and support structures for stability.
  • Document any unusual findings.
  • Use appropriate cleaning solutions for the exterior surfaces.
  • Remove any debris, dirt, or contaminants.
  • Inspect for signs of corrosion after cleaning.
  • Ensure surfaces are dry to prevent moisture retention.
  • Inspect insulation for any signs of wear or damage.
  • Look for gaps or areas where insulation is missing.
  • Ensure that lagging is securely fastened and intact.
  • Replace any damaged insulation as necessary.
  • Examine pipes for cracks, dents, or corrosion.
  • Check for proper alignment and support.
  • Look for signs of leakage or weeping.
  • Report and document any issues found.
  • Manually check the operation of each valve.
  • Ensure all valves are in the correct open or closed position.
  • Look for signs of leakage around valve seals.
  • Document any malfunctioning valves.
  • Review performance data against set benchmarks.
  • Identify any deviations from expected performance.
  • Analyze trends in performance over time.
  • Report any significant changes.
  • Remove strainers and filters as per the maintenance schedule.
  • Clean using appropriate methods to remove blockages.
  • Inspect for physical damage during cleaning.
  • Reinstall after ensuring they are clean and functional.
  • Test drain and vent valves manually for proper operation.
  • Inspect for signs of wear or leakage.
  • Ensure that valves are free from blockages.
  • Document any issues for maintenance follow-up.
  • Check that the control panel displays correct values.
  • Test alarm systems for proper functionality.
  • Review control system settings against operational parameters.
  • Log any discrepancies or malfunctions.
  • Examine entries for patterns or anomalies.
  • Look for notes on previous maintenance work.
  • Identify any recurring issues that need attention.
  • Report significant findings to management.
  • Inspect tube ends and accessible areas for buildup.
  • Use a flashlight for better visibility.
  • Document any fouling or scaling observed.
  • Schedule cleaning if necessary.
  • Use hygrometers and thermometers to measure conditions.
  • Note any extreme temperature or humidity levels.
  • Ensure ventilation systems are functioning properly.
  • Report any concerning conditions.
  • Check the accessibility of all safety equipment.
  • Test emergency shut-off systems for functionality.
  • Inspect signage and instructions for visibility.
  • Document the condition of safety equipment.

Weekly Maintenance Checklist

  • Analyze daily logs for unusual patterns.
  • Identify peaks or drops in performance metrics.
  • Document any anomalies and report to management.
  • Compare data with historical trends for context.
  • Remove strainers from their housing carefully.
  • Use a brush and compressed air to clean.
  • Inspect for any signs of wear or damage.
  • Reassemble and ensure they are securely fitted.
  • Visually inspect tube surfaces for deposits.
  • Use appropriate cleaning chemicals if necessary.
  • Consider mechanical cleaning for severe fouling.
  • Document the condition and any cleaning performed.
  • Verify sensor readings against standard references.
  • Adjust calibration settings as needed.
  • Record calibration data for future reference.
  • Replace faulty sensors promptly to ensure accuracy.
  • Check for cracks, tears, or hardening.
  • Remove old seals carefully to avoid damage.
  • Install new seals ensuring a proper fit.
  • Test for leaks after replacement.
  • Observe valve positions and actuator movements.
  • Look for signs of leakage or corrosion.
  • Test manual overrides to check functionality.
  • Lubricate moving parts if necessary.
  • Analyze daily logs for unusual patterns.
  • Identify peaks or drops in performance metrics.
  • Document any anomalies and report to management.
  • Compare data with historical trends for context.
  • Remove strainers from their housing carefully.
  • Use a brush and compressed air to clean.
  • Inspect for any signs of wear or damage.
  • Reassemble and ensure they are securely fitted.
  • Visually inspect tube surfaces for deposits.
  • Use appropriate cleaning chemicals if necessary.
  • Consider mechanical cleaning for severe fouling.
  • Document the condition and any cleaning performed.
  • Verify sensor readings against standard references.
  • Adjust calibration settings as needed.
  • Record calibration data for future reference.
  • Replace faulty sensors promptly to ensure accuracy.
  • Check for cracks, tears, or hardening.
  • Remove old seals carefully to avoid damage.
  • Install new seals ensuring a proper fit.
  • Test for leaks after replacement.
  • Observe valve positions and actuator movements.
  • Look for signs of leakage or corrosion.
  • Test manual overrides to check functionality.
  • Lubricate moving parts if necessary.

Monthly Maintenance Checklist

  • Examine the exterior and interior surfaces for rust, pitting, or cracks.
  • Check for signs of leakage or fluid accumulation around joints.
  • Inspect support structures and ensure they are secure.
  • Document any findings for future reference.
  • Isolate the heat exchanger from the system.
  • Fill the exchanger with water and pressurize to specified levels.
  • Monitor for pressure drop over a set period.
  • Inspect for leaks at all joints and seals.
  • Determine the suitable cleaning method (chemical or mechanical).
  • Use proper personal protective equipment (PPE) during cleaning.
  • Flush the tubes thoroughly to remove debris and deposits.
  • Ensure all cleaning materials are disposed of properly.
  • Check for signs of corrosion or erosion around the tube sheet area.
  • Verify that all tubes are securely attached to the tube sheets.
  • Conduct a leak test if necessary.
  • Document any defects or maintenance needs.
  • Ensure all maintenance activities are logged accurately.
  • Update records with any findings or repairs completed.
  • Verify compliance with industry standards and regulations.
  • Retain records for future audits or inspections.
  • Conduct safety training sessions focusing on heat exchanger hazards.
  • Review emergency response protocols with staff.
  • Ensure all personnel are familiar with PPE requirements.
  • Document attendance and training completion.
  • Use calibration tools to verify gauge readings.
  • Adjust gauges to match known standards if necessary.
  • Replace any faulty gauges immediately.
  • Document calibration results in maintenance logs.
  • Use a torque wrench to ensure proper tightness.
  • Check for signs of wear or damage on the bolts.
  • Replace any degraded bolts or gaskets.
  • Document the condition of all connections inspected.
  • Inspect insulation for cracks, tears, or moisture intrusion.
  • Assess thermal efficiency and effectiveness.
  • Replace damaged insulation with suitable material.
  • Document insulation condition and replacement actions.
  • Check for unusual noises or vibrations during operation.
  • Inspect for leaks or fluid accumulation around pumps and fans.
  • Ensure all electrical connections are secure.
  • Document any performance issues and maintenance required.
  • Look for corrosion, flaking paint, or mechanical damage.
  • Check for signs of overheating or thermal fatigue.
  • Clean surfaces as necessary to prevent further deterioration.
  • Record observations for future reference.
  • Manually operate each safety relief valve to ensure it functions.
  • Check for any obstructions that could prevent operation.
  • Record the operational status and any issues found.
  • Schedule repairs or replacements if valves do not operate correctly.
  • Identify gaskets that show signs of wear or leaks.
  • Remove old gaskets carefully to avoid damaging surfaces.
  • Install new gaskets according to manufacturer's specifications.
  • Document replacements in maintenance records.
  • Check fluid levels against required operating parameters.
  • Top off fluids with the appropriate type and grade.
  • Inspect for leaks or fluid loss during the assessment.
  • Record fluid levels before and after replenishment.
  • Inspect drainage paths for debris or obstructions.
  • Clear any blockages found during the inspection.
  • Test drainage flow to ensure proper functionality.
  • Document any maintenance performed on drainage systems.
  • Evaluate water quality tests against established benchmarks.
  • Review treatment chemical usage and effectiveness.
  • Adjust treatment protocols as necessary for optimal performance.
  • Document findings and recommendations for adjustments.
  • Use a vibration analyzer to assess equipment performance.
  • Identify any abnormal vibration patterns indicating problems.
  • Record vibration data for comparison against baseline metrics.
  • Schedule repairs for any equipment showing concerning vibrations.
  • Test each shutoff system to ensure operational readiness.
  • Inspect for any mechanical failures or obstructions.
  • Document the operational status and any required repairs.
  • Conduct training on emergency procedures for personnel.
  • Assess current plans against recent operational changes.
  • Incorporate feedback from personnel on potential improvements.
  • Ensure all emergency contacts and procedures are current.
  • Distribute updated plans to all relevant staff.
  • Maintain a detailed log of all findings during inspections.
  • Highlight urgent repairs or potential safety concerns.
  • Ensure documentation is clear and accessible.
  • Review logs regularly for trends or recurring issues.
  • Create a timeline for necessary follow-up actions.
  • Assign responsibilities for each follow-up task.
  • Document scheduled inspections or repairs in maintenance logs.
  • Communicate schedules to relevant personnel.

Related Checklists