Template

Grade 2 Refrigeration Engineer Assessment

by Jason Romer, from the Community

20+

Use this Grade 2 Refrigeration Engineer Assessment to evaluate candidates on FGAS and CO2 knowledge, compressor diagnostics, and commissioning best practices. Sections cover resistance and contactor tests, pump down and oil differential procedures, compressor commissioning, oil system basics, and cabinet controls. Assess familiarity with Carel, RDM, and RCS controllers, network addressing/TP-Link, Danfoss 255 navigation, and lowering receiver pressure via 326. Confirm understanding of pressure strength and leak tests, vacuum levels (micron/torr), drier changes, overload and fuse ratings, scroll rotation, commissioning settings, and operational checks.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Refrigeration Engineer Grade 1 Assessment
This Grade 1 assessment template evaluates essential refrigeration engineering competencies. It covers testing compressor windings and pump-down, checking pressure differential across liquid drier cores and replacing them, setting compressor pressure switches using nitrogen, verifying oil differential operation and reporting oil pressure, diagnosing floodback causes, adding oil and explaining the oil system including reservoir differential valves and oil separators, performing electronic leak testing, measuring voltage and amps on live compressors and fan motors, and explaining off-cycle, electric, and hot gas defrost methods. Use it to standardize technician evaluations and document competency sign-offs.
by David Smith, from the Community
Downloads: 20+
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Template
Refrigeration Commissioning Form
This refrigeration commissioning form helps technicians document and verify system startup and compliance. Record site, job, date, asset, and engineer details, then complete condenser unit checks, compressor electrical settings and running amps, phase and voltage tests, oil level and return, fan operation, and safety controls. Validate evaporator fans, defrost circuits, MCBs, contactors, and heater supply phases with measured amps and totals. Confirm correct drain installation and heater tape. Inspect pipework strength, leak, and vacuum tests; ensure lagging and secure routing. Specify refrigerant type, charge status, sightglass condition, and superheat limits, and confirm F-Gas labeling. Add notes and attach photos for a complete commissioning record.
by Matthew Gough, from the Community
Downloads: 0
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Template
Compressor Analysis Report
Use this compressor analysis report template to document system details and diagnostics for refrigeration and HVAC compressors. Record refrigerant and oil types, model and serial numbers, and pre run checks including wiring, contactors, oil strainer and filter, drier cores, gaskets, pressure and vacuum tests, compressor mounting, rotation, and safety controls. Capture run current, pressure switch settings, oil level, amps, and suction and discharge pressures. Assess electrical faults such as winding damage, phase issues, overload, unbalanced voltage, locked rotor, and voltage surge. Assess mechanical issues including liquid flood back, liquid compression, contamination, moisture and copper plating, high temperature carbonization, and particulate matter. Add photos, summarize findings, and provide clear recommendations.
by Chris Clancy, from the Community
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AC Commissioning Report Template
Use this AC commissioning report template to document key HVAC system commissioning details. Record condenser manufacturer, model, power and location; perform and log refrigeration circuit strength, leak and vacuum tests; capture refrigerant type and charge; add fan coil units with model and serial numbers; measure ambient, supply and return temperatures in cooling and heating; and complete engineer and client sign-off.
by Jaswant Dhaliwal, from the Community
Downloads: 300+
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Grade 2 Refrigeration Engineer Assessment

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