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Mechanical System Overview Checklist

by Kevin Murray, from the Community

Use this mechanical system overview checklist to assess HVAC and building services in retail stores. Document store specifics, door operation, AC performance, overdoor air curtains and fan coils, shop floor and warehouse heaters, AHU, chiller, boilers, and water heaters. Record model and serials, filter sizes, pipework, controls, leaks, maintenance history, and photos. Rate condition, note defects, and propose scope of works.

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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.

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Equipment Inspection Audit for Stores (A1 Rev 2)
This checklist helps facilities teams assess the condition of store HVAC and safety systems, including AHUs, boilers, overdoor heaters, and ANSUL fire suppression. Record equipment details, power and gas status, safety devices, filters, belts, ductwork, heat exchangers, airflow and temperatures, and thermostat operation. Use RAG ratings to highlight risks, add photos and notes, and document maintenance recommendations. Capture observations across plant rooms and distribution pipework to plan repairs and ensure safe, efficient operation across retail properties.
by Ricardo Hudson, from the Community
Downloads: 20+
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Template
Carbon Zero Project Validation
Use this project validation checklist to support carbon zero building upgrades by removing gas and transitioning to electric mechanical and electrical solutions. The survey captures current air conditioning, ventilation, heating, overdoor heaters, electric panel heaters, and building controls. It documents power distribution, fire alarm protection levels, and hot water generation. It records utility mains for electricity, gas, and water, notes building constraints, access, and fabric defects, and highlights risks such as utility works, crane lifts, and asbestos. Finish with clear mechanical, electrical, fire alarm, and hot water recommendations.
by Michael Clarkson, from the Community
Downloads: 10+
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Template
New Site Checklist
Streamline new site commissioning with this checklist covering HVAC, boilers, water heaters, air conditioning, fire alarms and extinguishers, emergency lighting, distribution boards, doors and shutters, racking, lifts and staircases, and general, warehouse and yard lighting. Capture make, model, serials and locations, add photos, confirm certificates and logbooks, and note next test due dates. Use it to build an asset register and set planned preventive maintenance schedules.
by Kathryn Proudlock, from the Community
Downloads: 0
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Template
Annual HFC Coldroom Planned Preventive Maintenance
Use this annual planned preventive maintenance checklist to assess HFC coldrooms and freezer rooms. Inspect control panel isolators, electrical components for overheating, contactors, and tighten terminals. Test defrost and trace heaters, verify evaporator fan operation and direction, and check coils for ice buildup before cleaning fins and fan guards. Review door and floor conditions, sealing and hinge/runner operation, door trims and threshold heaters, underfloor heating, and confirm energy doors and curtains are in place. Support safe, efficient refrigeration performance and record findings for compliance.
by Liam Dean, from the Community
Downloads: 0
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Equipment Inspection Audit for Stores (A1 Rev 2)

This checklist helps facilities teams assess the condition of store HVAC and safety systems, including AHUs, boilers, overdoor heaters, and ANSUL fire suppression. Record equipment details, power and gas status, safety devices, filters, belts, ductwork, heat exchangers, airflow and temperatures, and thermostat operation. Use RAG ratings to highlight risks, add photos and notes, and document maintenance recommendations. Capture observations across plant rooms and distribution pipework to plan repairs and ensure safe, efficient operation across retail properties.

by Ricardo Hudson, from the Community

20+

Get

Template

Carbon Zero Project Validation

Use this project validation checklist to support carbon zero building upgrades by removing gas and transitioning to electric mechanical and electrical solutions. The survey captures current air conditioning, ventilation, heating, overdoor heaters, electric panel heaters, and building controls. It documents power distribution, fire alarm protection levels, and hot water generation. It records utility mains for electricity, gas, and water, notes building constraints, access, and fabric defects, and highlights risks such as utility works, crane lifts, and asbestos. Finish with clear mechanical, electrical, fire alarm, and hot water recommendations.

by Michael Clarkson, from the Community

10+

Get

Template

New Site Checklist

Streamline new site commissioning with this checklist covering HVAC, boilers, water heaters, air conditioning, fire alarms and extinguishers, emergency lighting, distribution boards, doors and shutters, racking, lifts and staircases, and general, warehouse and yard lighting. Capture make, model, serials and locations, add photos, confirm certificates and logbooks, and note next test due dates. Use it to build an asset register and set planned preventive maintenance schedules.

by Kathryn Proudlock, from the Community

Get

Template

Annual HFC Coldroom Planned Preventive Maintenance

Use this annual planned preventive maintenance checklist to assess HFC coldrooms and freezer rooms. Inspect control panel isolators, electrical components for overheating, contactors, and tighten terminals. Test defrost and trace heaters, verify evaporator fan operation and direction, and check coils for ice buildup before cleaning fins and fan guards. Review door and floor conditions, sealing and hinge/runner operation, door trims and threshold heaters, underfloor heating, and confirm energy doors and curtains are in place. Support safe, efficient refrigeration performance and record findings for compliance.

by Liam Dean, from the Community

Get

Mechanical System Overview Checklist

About author

You might also like

Equipment Inspection Audit for Stores (A1 Rev 2)

Carbon Zero Project Validation

New Site Checklist

Annual HFC Coldroom Planned Preventive Maintenance

You might also like

Equipment Inspection Audit for Stores (A1 Rev 2)

Carbon Zero Project Validation

New Site Checklist

Annual HFC Coldroom Planned Preventive Maintenance