Split Unit Quarterly, Semi annual, Annual preventive maintenance checklists

Quarterly Preventive Maintenance Checklist

  • Turn off the unit and remove filters.
  • Rinse filters with water to remove dust.
  • Inspect for damage; replace if necessary.
  • Allow filters to dry completely before reinstallation.
  • Reinstall filters securely before turning on the unit.
  • Attach pressure gauge to service port.
  • Compare readings with manufacturer specifications.
  • If low, follow safe procedures to add refrigerant.
  • Check for leaks in the system.
  • Document refrigerant levels for future reference.
  • Turn off power to the unit.
  • Use a soft brush or vacuum to remove dirt.
  • Apply coil cleaner as directed by the manufacturer.
  • Rinse coils thoroughly with water.
  • Ensure coils are dry before restoring power.
  • Turn off power to the unit.
  • Inspect all visible electrical connections.
  • Use a screwdriver to tighten loose connections.
  • Check for signs of corrosion or wear.
  • Restore power and test the system.
  • Set thermostat to a specific temperature.
  • Use a separate thermometer to verify accuracy.
  • Adjust thermostat if readings are incorrect.
  • Calibrate according to manufacturer instructions.
  • Document calibration adjustments made.
  • Turn on the unit and listen for irregular sounds.
  • Inspect for loose parts or mounting brackets.
  • Check for debris around moving parts.
  • Document any unusual findings for further investigation.
  • Schedule repairs if necessary.
  • Locate the condensate drain line.
  • Use a wet/dry vacuum to clear blockages.
  • Check for proper flow of condensate.
  • Inspect drain pan for rust or damage.
  • Replace any damaged components as needed.
  • Identify all moving parts requiring lubrication.
  • Use appropriate lubricant as specified.
  • Apply lubricant carefully to avoid excess.
  • Wipe off any excess lubricant to prevent buildup.
  • Document lubrication performed for maintenance records.
  • Examine the casing for dents or rust.
  • Check fan blades for damage or obstructions.
  • Inspect mounting brackets for stability.
  • Look for signs of wear on the compressor.
  • Document any issues for repair scheduling.
  • Use a level to check the unit's position.
  • Adjust feet or shims to ensure level placement.
  • Recheck level after adjustments are made.
  • Ensure stability to prevent operational issues.
  • Document any adjustments made.
  • Turn off power to the unit.
  • Remove access panels to reach blower assembly.
  • Use a brush to clean the blower wheel.
  • Inspect for wear or damage; replace if needed.
  • Reassemble and ensure all components are secure.
  • Examine insulation for cracks or tears.
  • Replace damaged insulation to prevent energy loss.
  • Ensure insulation is securely attached.
  • Check for moisture accumulation indicating leaks.
  • Document insulation condition and any replacements.
  • Switch unit to cooling mode and monitor performance.
  • Switch unit to heating mode and verify operation.
  • Check for consistent temperature output.
  • Listen for unusual sounds during both tests.
  • Document any irregularities or operational issues.
  • Inspect visible ductwork for gaps or damage.
  • Use a smoke pencil to detect leaks.
  • Check for obstructions within ducts.
  • Seal any identified leaks with appropriate materials.
  • Document findings and repairs made.
  • Locate the condensate line filter.
  • Remove and inspect for dirt or clogs.
  • Clean or replace filter as necessary.
  • Ensure proper fit upon reinstallation.
  • Document filter maintenance performed.
  • Record current energy consumption readings.
  • Compare with historical data for discrepancies.
  • Investigate any significant changes in consumption.
  • Document findings and consider maintenance if anomalies are present.
  • Schedule further analysis if needed.
  • Inspect the area around the unit for pests.
  • Look for nesting materials or droppings.
  • Seal any entry points to prevent intrusions.
  • Consider pest control measures if necessary.
  • Document findings and actions taken.
  • Remove any leaves, dirt, or debris near the unit.
  • Trim back vegetation to allow airflow.
  • Ensure at least 2 feet of clearance around the unit.
  • Inspect for any potential obstructions.
  • Document the condition of the area.
  • Inspect backup power supply for any visible issues.
  • Test the unit under backup power conditions.
  • Check battery levels and replace if low.
  • Document tests and any maintenance performed.
  • Ensure backup system meets operational standards.

Semi-Annual Preventive Maintenance Checklist

  • Review and complete all items listed in the Quarterly checklist.
  • Ensure documentation is updated with any changes.
  • Confirm all necessary tools and materials are available.
  • Turn off power to the unit.
  • Remove the blower assembly cover.
  • Use a soft brush or vacuum to remove dust and debris.
  • Inspect for any damage and replace parts if necessary.
  • Reassemble and restore power.
  • Turn off the unit and disconnect power.
  • Inspect belts for fraying, cracking, or stretching.
  • Replace worn belts with manufacturer-approved replacements.
  • Adjust tension according to specifications after installation.
  • Reconnect power and test operation.
  • Locate the condensate drain line.
  • Use a wet/dry vacuum to clear any blockages.
  • Flush the line with a mixture of vinegar and water.
  • Ensure proper drainage flow post-cleaning.
  • Inspect the drain pan for leaks or damage.
  • Examine insulation material for wear or damage.
  • Replace any damaged insulation to prevent energy loss.
  • Ensure all refrigerant lines are properly insulated.
  • Check for moisture, indicating potential leaks.
  • Secure insulation to prevent future damage.
  • Measure temperature differentials across the unit.
  • Evaluate energy consumption against expected parameters.
  • Identify any unusual operating conditions.
  • Document findings and make recommendations for improvements.
  • Schedule follow-up maintenance if issues are detected.
  • Inspect duct seams and connections for air leaks.
  • Use duct sealant or tape to seal any identified leaks.
  • Check for insulation on exposed ducts.
  • Ensure proper airflow through ducts.
  • Document any repairs made.
  • Test safety controls for proper functionality.
  • Simulate fault conditions to verify alarm responses.
  • Inspect wiring and connections for integrity.
  • Ensure all safety devices are calibrated correctly.
  • Document any issues and corrective actions taken.
  • Turn off power before inspection.
  • Check all electrical terminals for tightness.
  • Look for signs of corrosion or overheating.
  • Clean corroded connections and retighten as needed.
  • Restore power and test electrical components.
  • Use gauges to measure refrigerant levels.
  • Identify any leaks before recharging.
  • Recharge system with the specified refrigerant type.
  • Monitor levels after recharging to ensure stability.
  • Document refrigerant levels and any adjustments made.
  • Turn off the unit before accessing the filter.
  • Remove the air filter from its compartment.
  • Inspect for dirt and debris; clean or replace as necessary.
  • Reinstall the filter securely.
  • Document filter maintenance in the log.
  • Check for leaves, dirt, or obstructions around the unit.
  • Clear any debris from the unit's fins.
  • Ensure adequate airflow by maintaining a clear perimeter.
  • Inspect for signs of animal nesting.
  • Document any issues or necessary actions taken.
  • Adjust the thermostat to the desired temperature setting.
  • Monitor the unit's response time and temperature accuracy.
  • Calibrate if discrepancies are noted.
  • Check battery levels if applicable.
  • Document thermostat performance findings.
  • Turn on the system and measure airflow at vents.
  • Compare airflow against manufacturer specifications.
  • Adjust fan speed settings as required.
  • Inspect for any blockages that may impede airflow.
  • Document airflow measurements and adjustments.
  • Listen for abnormal sounds during operation.
  • Check for excessive vibrations indicating misalignment.
  • Inspect mounting for secure attachment.
  • Document any irregularities and plan for repairs.
  • Ensure adequate ventilation around the compressor.
  • Monitor the defrost cycle during operation.
  • Check for proper heating and timing of the cycle.
  • Inspect the defrost sensor for functionality.
  • Document any irregularities during the defrost process.
  • Schedule repairs if the cycle fails to operate.
  • Refer to the manufacturer’s specifications for lubrication points.
  • Use appropriate lubricant for each moving part.
  • Wipe excess lubricant to prevent accumulation of dirt.
  • Inspect for any signs of wear on moving components.
  • Document lubrication activities in maintenance logs.
  • Analyze the maintenance log for frequent problems.
  • Identify patterns that may indicate underlying issues.
  • Discuss findings with maintenance team for insights.
  • Plan proactive measures based on log review.
  • Document any recommendations for future maintenance.
  • Test each alarm for response to simulated conditions.
  • Check visual and audible alerts for effectiveness.
  • Inspect wiring and connections for integrity.
  • Replace any faulty alarms immediately.
  • Document alarm tests and any actions taken.

Annual Preventive Maintenance Checklist

  • Review the Semi-Annual checklist thoroughly.
  • Ensure all tasks have been completed.
  • Document any outstanding issues.
  • Verify the implementation of previous recommendations.
  • Measure the system's cooling and heating output.
  • Assess energy consumption against benchmarks.
  • Identify any discrepancies in performance.
  • Document findings for future reference.
  • Locate the air filter compartment.
  • Remove the old filter carefully.
  • Install a new filter following the airflow direction.
  • Dispose of the old filter responsibly.
  • Check for loose or corroded connections.
  • Test voltage and current levels with a multimeter.
  • Inspect wiring for wear or damage.
  • Ensure all components are securely mounted.
  • Turn off power to the compressor.
  • Remove debris and dust from the exterior.
  • Check oil levels and top up as needed.
  • Inspect for any signs of leaks or damage.
  • Verify thermostat settings against desired temperatures.
  • Test control functions for responsiveness.
  • Calibrate sensors for accurate readings.
  • Document any adjustments made.
  • Collect maintenance logs for the past year.
  • Analyze operational data for performance trends.
  • Identify patterns indicating potential issues.
  • Make recommendations for future maintenance.
  • Power down the unit before cleaning.
  • Use appropriate cleaning agents for different surfaces.
  • Pay special attention to hard-to-reach areas.
  • Ensure all components are free of dust and debris.
  • Access the coils safely.
  • Use a soft brush or vacuum to remove dirt.
  • Apply coil cleaner if necessary, following instructions.
  • Rinse thoroughly and allow to dry.
  • Inspect all visible connections for leaks.
  • Use a torque wrench to tighten connections.
  • Check piping for signs of wear or corrosion.
  • Ensure proper insulation is intact.
  • Adjust the thermostat to different settings.
  • Observe system response to changes.
  • Check sensor readings against actual temperatures.
  • Replace faulty components if necessary.
  • Inspect the area around the unit.
  • Remove leaves, debris, or any blockages.
  • Ensure a minimum clearance as per guidelines.
  • Document any hazards identified.
  • Check insulation for tears or wear.
  • Replace damaged insulation promptly.
  • Ensure insulation is moisture-resistant.
  • Secure insulation firmly around lines.
  • Inspect drain lines for blockages.
  • Clear any visible clogs using appropriate tools.
  • Test drainage by running the system briefly.
  • Ensure water flows freely and drains correctly.
  • Identify all moving parts requiring lubrication.
  • Use manufacturer-recommended lubricant.
  • Apply lubricant sparingly to avoid excess.
  • Check for smooth operation post-lubrication.
  • Inspect belts for cracks, fraying, or wear.
  • Check pulleys for alignment and damage.
  • Replace any worn components promptly.
  • Tighten belts according to manufacturer's specifications.
  • Check the pump for blockages or debris.
  • Test the pump operation by observing drainage.
  • Clean the pump and reservoir thoroughly.
  • Replace the pump if malfunctioning.
  • Test all safety controls according to the manual.
  • Ensure emergency shut-off operates smoothly.
  • Document any failures or required repairs.
  • Confirm all systems return to normal operation.
  • Use a decibel meter to measure sound levels.
  • Listen for abnormal noises during operation.
  • Document any irregular sounds for follow-up.
  • Investigate the source of any concerning noises.
  • Assess current maintenance frequency against usage.
  • Update schedule based on recent evaluations.
  • Communicate changes to relevant personnel.
  • Document the updated schedule accordingly.
  • Develop a training program covering key topics.
  • Schedule training sessions for all relevant staff.
  • Provide written materials for reference.
  • Encourage questions and discussions for clarity.

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