Elevator Maintenance Checklists

Ensure elevators are compliant and in good working condition with a mobile-ready elevator maintenance checklist app

Published January 22nd, 2021

What is Elevator Maintenance?

Elevator maintenance is performed by elevator service technicians to keep elevator systems safe and running. It is a systematic process of inspection which includes finding, diagnosing, and fixing problems before they cause machine breakdown, malfunction, or shutdown.

This article features:

Importance of Elevator Preventive Maintenance

Elevator preventive maintenance inspections are critical in ensuring compliance with building regulations and ensuring all equipment is in good working condition. Elevator malfunctions can inconvenience tenants, cause costly repairs and create safety hazards. Performing regular elevator maintenance inspections can mitigate these risks.

What is Elevator Maintenance Checklist?

An elevator maintenance checklist is a tool used by service technicians to ensure the safety of elevators before their operational use. It is used to record the inspection details including inside the car, top of the car, and machine room. It helps assess potential risks that could cause equipment defects and malfunctions.

Elevator Maintenance Requirements

The Occupational Health and Safety Administration (OSHA) and the American Society of Mechanical Engineers (ASME) work in conjunction to establish maintenance requirements for elevators. Below are the following requirements:

  • Elevators should be inspected on a periodic basis and preventive maintenance can be done monthly depending on the usage of the elevator.
  • The elevator mechanic is required to clean, lubricate, and adjust all the elevator components that control the mechanical operation and speed of the elevator. 
  • Execute electrical equipment tests including electrical wiring, control boxes, electrical circuits, and operating controls.
  • Check the elevator speed and ensure the emergency telephone is operational.
  • Ensure operating components are inspected and repaired immediately if a malfunction occurs. 
  • Maintenance of safety equipment including door operation, floor-to-floor travel, acceleration and deceleration of the elevator, emergency and safety equipment is a high priority to prevent any elevator incidents.

Key Steps When Performing Elevator Maintenance Inspections

Here are the three key steps when performing a scheduled elevator maintenance inspection:

  1. Communicate with tenants: Let tenants know that scheduled maintenance is occurring, use signs and notices. Avoid high foot traffic periods and always ensure alternative elevators or stairs are available. Include signage on all key floors that the elevator stops at.
  2. Perform the Inspection: Performing an elevator equipment audit helps determine the condition of equipment, the types of necessary repairs, and other services needed. Inspect below major parts to ensure elevator safety:
    • Inside the car: Check the condition of signs and operating device symbols, button functions, ventilation, lighting, car door force when opening and closing. Ensure emergency devices are available and in good working condition.
    • Top of the car: Examine if the travel cables and hoistways’ are operational and properly adjusted. Apply the appropriate lubrication for rails, governor ropes, suspension means, chains, etc.
    • Inspect machine room: It’s crucial to assess the conditions of equipment in the machine room. Supply the required lubrication to the suspension means, gears, bearings, and other mechanical equipment that needs lubricating.
  3. Prepare report: Complete a comprehensive report of the inspection including photos of any equipment defects and a description of any operational issues. Well-documented reports are required for regulatory compliance, fire safety requirements, and maintenance logs.

Technology to Streamline your Elevator Maintenance Inspections

Organizing and managing paper-based elevator maintenance reports are burdensome to elevator service technicians as they consume too much energy and time. Generate faster and more comprehensive elevator maintenance reports using a mobile app like iAuditor by SafetyCulture. Make elevator maintenance inspections easier with iAuditor with the following advantages:

  • Perform elevator maintenance inspections on your handheld device anytime, anywhere, even if you’re offline. All inspections will automatically sync to the cloud once you get connected to the internet.
  • Capture photo evidence of equipment defects and take detailed repair notes to clarify the elevator system damage.
  • Assign corrective actions according to the priority level to immediately mitigate the risks.
  • Generate elevator maintenance reports before leaving the building with a click of a button.
  • Share and access gathered data within your organization that is securely saved in a cloud.

To save you time we have created these best practice elevator maintenance checklists you can download and customize for free.

Published January 22nd, 2021

What is Elevator Maintenance?

Elevator maintenance is performed by elevator service technicians to keep elevator systems safe and running. It is a systematic process of inspection which includes finding, diagnosing, and fixing problems before they cause machine breakdown, malfunction, or shutdown.

Featured template

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This article features:

Importance of Elevator Preventive Maintenance

Elevator preventive maintenance inspections are critical in ensuring compliance with building regulations and ensuring all equipment is in good working condition. Elevator malfunctions can inconvenience tenants, cause costly repairs and create safety hazards. Performing regular elevator maintenance inspections can mitigate these risks.

What is Elevator Maintenance Checklist?

An elevator maintenance checklist is a tool used by service technicians to ensure the safety of elevators before their operational use. It is used to record the inspection details including inside the car, top of the car, and machine room. It helps assess potential risks that could cause equipment defects and malfunctions.

Elevator Maintenance Requirements

The Occupational Health and Safety Administration (OSHA) and the American Society of Mechanical Engineers (ASME) work in conjunction to establish maintenance requirements for elevators. Below are the following requirements:

  • Elevators should be inspected on a periodic basis and preventive maintenance can be done monthly depending on the usage of the elevator.
  • The elevator mechanic is required to clean, lubricate, and adjust all the elevator components that control the mechanical operation and speed of the elevator. 
  • Execute electrical equipment tests including electrical wiring, control boxes, electrical circuits, and operating controls.
  • Check the elevator speed and ensure the emergency telephone is operational.
  • Ensure operating components are inspected and repaired immediately if a malfunction occurs. 
  • Maintenance of safety equipment including door operation, floor-to-floor travel, acceleration and deceleration of the elevator, emergency and safety equipment is a high priority to prevent any elevator incidents.

Key Steps When Performing Elevator Maintenance Inspections

Here are the three key steps when performing a scheduled elevator maintenance inspection:

  1. Communicate with tenants: Let tenants know that scheduled maintenance is occurring, use signs and notices. Avoid high foot traffic periods and always ensure alternative elevators or stairs are available. Include signage on all key floors that the elevator stops at.
  2. Perform the Inspection: Performing an elevator equipment audit helps determine the condition of equipment, the types of necessary repairs, and other services needed. Inspect below major parts to ensure elevator safety:
    • Inside the car: Check the condition of signs and operating device symbols, button functions, ventilation, lighting, car door force when opening and closing. Ensure emergency devices are available and in good working condition.
    • Top of the car: Examine if the travel cables and hoistways’ are operational and properly adjusted. Apply the appropriate lubrication for rails, governor ropes, suspension means, chains, etc.
    • Inspect machine room: It’s crucial to assess the conditions of equipment in the machine room. Supply the required lubrication to the suspension means, gears, bearings, and other mechanical equipment that needs lubricating.
  3. Prepare report: Complete a comprehensive report of the inspection including photos of any equipment defects and a description of any operational issues. Well-documented reports are required for regulatory compliance, fire safety requirements, and maintenance logs.

Technology to Streamline your Elevator Maintenance Inspections

Organizing and managing paper-based elevator maintenance reports are burdensome to elevator service technicians as they consume too much energy and time. Generate faster and more comprehensive elevator maintenance reports using a mobile app like iAuditor by SafetyCulture. Make elevator maintenance inspections easier with iAuditor with the following advantages:

  • Perform elevator maintenance inspections on your handheld device anytime, anywhere, even if you’re offline. All inspections will automatically sync to the cloud once you get connected to the internet.
  • Capture photo evidence of equipment defects and take detailed repair notes to clarify the elevator system damage.
  • Assign corrective actions according to the priority level to immediately mitigate the risks.
  • Generate elevator maintenance reports before leaving the building with a click of a button.
  • Share and access gathered data within your organization that is securely saved in a cloud.

To save you time we have created these best practice elevator maintenance checklists you can download and customize for free.

Author

Jona Tarlengco

SafetyCulture staff writer

Jona has been part of SafetyCulture for more than 2 years contributing her experience in writing quality and well-researched content. She usually writes a topic about risks, safety, and quality.