Template

Air Handling Unit Inspection Checklist M Q 6M A

by Central LEAP Admin, from the Community

Use this air handling unit inspection checklist to schedule and document monthly, quarterly, six monthly, and annual tasks. Steps cover fans and motors, belts, bearings, lubrication, condensate trays and drains, coils, temperatures, ductwork, dampers, outdoor air intakes, and variable frequency inverters. Record readings, note corrosion and leaks, clean and repair components, and capture actions or recommendations. Includes declaration for electrical work compliance.

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

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

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
Monthly AHU and FCU Servicing Checklist
Conduct a monthly inspection and maintenance of Air Handling Units and Fan Coil Units with this practical checklist. Tasks include cleaning coils, filters, drain pans and pipes; checking insulation, ductwork, dampers and valves; verifying blower condition and lubrication; inspecting motors, VSDs, pulleys and belts; tightening electrical connections; monitoring amperage and frequency; confirming thermostat and safety cutouts; and ensuring room safety and housekeeping. Use it to document findings, note defects and keep HVAC assets efficient, reliable and compliant.
by Jeffrey Ng, from the Community
Downloads: 20+
Get
Template
PPM Air Conditioning Maintenance Checklist
This planned preventive maintenance checklist is designed for servicing air conditioning units in facilities. It captures site and asset details, serial numbers, gas type, and refrigerant charge. Tasks include checking and cleaning filters, inspecting fan motors and bearings, assessing compressor noise and vibration, confirming refrigeration charge, checking for gas or oil leaks, and ensuring guards and inspection plates are secure. It guides cleaning of evaporators, coils, drains, drip trays, and pumps, verifies condensate drains are clear, and inspects electrical conduits and control panels for damage or overheating. The checklist records temperature set points, ambient and internal temperatures, humidity, and tests maximum cooling and heating. It includes before and after condition records and prompts reporting of defects and recommendations, with an engineer sign off.
by Jon Warren, from the Community
Downloads: 60+
Get
Template
Quarterly Ventilation Plant AHU Inspection
Use this quarterly inspection checklist to assess the condition and performance of ventilation plant air handling units. It guides teams through general safety and access checks, running checks, and isolated shutdown checks. Verify intake and discharge dampers, lighting, fan drives, coil placement, energy recovery systems, condensate drains and traps, humidifiers, filter fitment and differential pressures, duct test points, lagging, labeling, pipework condition, and drip trays. Record alignment and tension of belts, cleanliness of coils and matrices, and signs of water ponding. Capture readings, comments, photos, and corrective actions, then restart the unit and confirm automatic changeover operation.
by josh rist, from the Community
Downloads: 0
Get
Template
AHU Servicing Checklist
This AHU servicing checklist guides technicians through a complete inspection of air handling units. Verify motor electrics, operation, vibration, and mounting. Check pulley alignment, belts, fan housing, scroll, and shaft integrity. Inspect door and panel security, record manometer readings, and top up fluid if needed. Assess filter condition and plan replacements, review AHU controls and inverters, and clean cooling fan filters. Test frost stats, modulating dampers, guide vane actuators, and examine heating and cooling coils. Clean the unit, look for corrosion, and ensure condensate drains are clear with no carry-over. Lubricate dampers and guide vanes as required, exercise valves and reset to original positions, and confirm air tightness. Capture before and after photos and record further notes and a service summary.
by Liam Williams, from the Community
Downloads: 0
Get

Monthly AHU and FCU Servicing Checklist

Conduct a monthly inspection and maintenance of Air Handling Units and Fan Coil Units with this practical checklist. Tasks include cleaning coils, filters, drain pans and pipes; checking insulation, ductwork, dampers and valves; verifying blower condition and lubrication; inspecting motors, VSDs, pulleys and belts; tightening electrical connections; monitoring amperage and frequency; confirming thermostat and safety cutouts; and ensuring room safety and housekeeping. Use it to document findings, note defects and keep HVAC assets efficient, reliable and compliant.

by Jeffrey Ng, from the Community

20+

Get

Template

PPM Air Conditioning Maintenance Checklist

This planned preventive maintenance checklist is designed for servicing air conditioning units in facilities. It captures site and asset details, serial numbers, gas type, and refrigerant charge. Tasks include checking and cleaning filters, inspecting fan motors and bearings, assessing compressor noise and vibration, confirming refrigeration charge, checking for gas or oil leaks, and ensuring guards and inspection plates are secure. It guides cleaning of evaporators, coils, drains, drip trays, and pumps, verifies condensate drains are clear, and inspects electrical conduits and control panels for damage or overheating. The checklist records temperature set points, ambient and internal temperatures, humidity, and tests maximum cooling and heating. It includes before and after condition records and prompts reporting of defects and recommendations, with an engineer sign off.

by Jon Warren, from the Community

60+

Get

Template

Quarterly Ventilation Plant AHU Inspection

Use this quarterly inspection checklist to assess the condition and performance of ventilation plant air handling units. It guides teams through general safety and access checks, running checks, and isolated shutdown checks. Verify intake and discharge dampers, lighting, fan drives, coil placement, energy recovery systems, condensate drains and traps, humidifiers, filter fitment and differential pressures, duct test points, lagging, labeling, pipework condition, and drip trays. Record alignment and tension of belts, cleanliness of coils and matrices, and signs of water ponding. Capture readings, comments, photos, and corrective actions, then restart the unit and confirm automatic changeover operation.

by josh rist, from the Community

Get

Template

AHU Servicing Checklist

This AHU servicing checklist guides technicians through a complete inspection of air handling units. Verify motor electrics, operation, vibration, and mounting. Check pulley alignment, belts, fan housing, scroll, and shaft integrity. Inspect door and panel security, record manometer readings, and top up fluid if needed. Assess filter condition and plan replacements, review AHU controls and inverters, and clean cooling fan filters. Test frost stats, modulating dampers, guide vane actuators, and examine heating and cooling coils. Clean the unit, look for corrosion, and ensure condensate drains are clear with no carry-over. Lubricate dampers and guide vanes as required, exercise valves and reset to original positions, and confirm air tightness. Capture before and after photos and record further notes and a service summary.

by Liam Williams, from the Community

Get

Air Handling Unit Inspection Checklist M Q 6M A

About author

You might also like

Monthly AHU and FCU Servicing Checklist

PPM Air Conditioning Maintenance Checklist

Quarterly Ventilation Plant AHU Inspection

AHU Servicing Checklist

You might also like

Monthly AHU and FCU Servicing Checklist

PPM Air Conditioning Maintenance Checklist

Quarterly Ventilation Plant AHU Inspection

AHU Servicing Checklist