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.
Use in Manifestly