Template

Transformer Maintenance Form

by James Markwell, from the Community

Use this transformer maintenance form to guide thorough inspection and servicing of power transformers. Sections cover main tank and radiator condition, pipework and valves, oil leaks, bushings and cable boxes, high voltage and earthing connections, surge arresters, pressure relief device wiring, and circuit labels. Functional tests include Buchholz alarm and trip thresholds, tapchanger operation and contacts, breathers and conservator sight glasses, oil level alarms, oil and winding temperature instruments, pumps and fans, and trip signals to circuit breakers. It also includes checks for neutral earthing resistor units, marshalling kiosks, heaters, vents, door seals, and contactors, with space to record readings and corrective actions.

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Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

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
Circuit Breaker Maintenance Form
This circuit breaker maintenance form helps technicians and inspectors record critical checks for power distribution equipment. Use it to capture mechanism checks and timing tests, inspect gauges and pressure switches, reset counters, and review the control cubicle, door seals, and hardware. Document SF6 gas analysis including dew point, acidity, air content, purity, and pressure, or record oil levels and moisture for oil filled units. Check interlocks, housings, ductor test results, cable end boxes, CT condition and insulation resistance, terminations and earthing, and bushing condition and torque. Suitable for scheduled maintenance of HV circuit breakers in substations and industrial facilities.
by James Markwell, from the Community
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HV Transformer Oil Inspection Checklist
This annual preventive maintenance template guides visual inspection and testing of high-voltage transformers with oil insulation. It captures site and asset particulars, manufacturer and serial details, thermographic survey findings, visual checks for overheating, corrosion, loose connections, damaged insulators and bushings, tap changer condition, cooling system operation, and warning signage. It includes oil sampling and testing, oil level verification, thermometer and indicator checks, pressure relief and sudden pressure relay checks, seal integrity, and cleanliness before-and-after photos. Technicians can rate condition, document defects, select standardized repair codes, estimate budgets, and set rectification timelines to maintain safe, reliable power distribution.
by Patrick Vandeleur, from the Community
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High Voltage Transformer Inspection Checklist V2
This high voltage transformer inspection checklist helps utilities and electrical maintenance teams assess transformer condition and site safety. It covers access, enclosure integrity, fencing, signage, housekeeping, and base condition; checks for partial discharge and thermal anomalies; records oil level, leaks, and temperature; verifies silica gel condition; captures earth bank test results; and documents LV frame details including isolation method and securing. The template prompts comprehensive photo evidence of the transformer nameplate, interior and exterior condition, and surrounding area to support compliance and maintenance planning.
by Albert Rodrigues, from the Community
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Cast Resin Transformer Maintenance Checklist
This cast resin transformer maintenance checklist helps technicians document key asset details and complete essential inspections for safe, reliable operation. Record transformer designation, manufacturer, serial number, date of manufacture, voltage, rating, and vector group. Verify operation of interlocks; inspect and secure the outer housing; confirm proper earthing; clear vents; and check the condition and torque of HV and LV terminations and cables. Assess windings, resin, core, internal earthing, and tap connections, and remove dust and debris. Review protection settings including current alarm and trip, and test temperature alarm and trip. Conclude by confirming all tools and equipment are removed from the work area.
by James Markwell, from the Community
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Transformer Maintenance Form

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