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Perform HVAC Preventive Maintenance Inspection using eAuditor

An HVAC Preventive Maintenance (PM) Inspection is a scheduled procedure designed to keep heating, ventilation, and air conditioning (HVAC) systems running efficiently and reliably. The goal is to identify potential issues early, improve system performance, extend the lifespan of the equipment, and prevent costly repairs or system failures.

Performing an HVAC Preventive Maintenance Inspection using eAuditor ensures efficient system operation, prevents breakdowns, and extends equipment lifespan. Here’s how you can conduct an HVAC PM inspection using eAuditor:

Steps to Perform HVAC Preventive Maintenance Inspection Using eAuditor

1. Set Up or Download an HVAC Preventive Maintenance Checklist

• Use eAuditor’s pre-built HVAC PM checklist or create a custom one based on the specific needs of your HVAC system.
• The checklist should cover essential areas such as filter inspections, coil cleaning, refrigerant levels, ductwork, and system performance.

2. Inspect and Replace Air Filters

• Check the air filters for dirt, dust, or clogs. Clogged filters reduce airflow and system efficiency.

• Use eAuditor’s photo feature to document the condition of filters.

• Replace or clean filters as needed and record actions taken.

3. Clean Coils

• Inspect and clean evaporator and condenser coils to ensure proper heat exchange. Dirty coils can affect system performance.
• Use the eAuditor checklist to confirm that the cleaning process was completed and document any issues or maintenance performed.

4. Check Refrigerant Levels

• Inspect refrigerant levels to ensure they are within the recommended range.

• If refrigerant is low, check for leaks and recharge the system.

• Record refrigerant levels and note any issues discovered.

5. Inspect Ductwork

• Check ductwork for leaks, cracks, or damage. Leaky ducts can lead to energy loss and poor system efficiency.

• Seal any leaks and document repairs in eAuditor.

6. Test and Calibrate Thermostat

• Test thermostat functionality and ensure it is accurately reading temperatures.

• Calibrate or replace the thermostat as needed.

• Record the results of the thermostat test and any actions taken.

7. Inspect Blower and Fans

• Check blower belts, motors, and fans for signs of wear, excessive noise, or damage.

• Lubricate moving parts if necessary and replace any worn components.

• Record blower conditions and document any maintenance tasks completed.

8. Check Drainage System

• Inspect drain lines for blockages and ensure condensate is draining properly.
• Clear any clogs or debris to prevent water damage and mold growth.

• Record drainage system status and any repairs made.

9. Test System Controls

• Test system startup sequence and safety controls to ensure proper operation.

• Check all operational modes (heating and cooling) to ensure the system is working efficiently.

• Document system control tests and any required adjustments.

10. Inspect Insulation

• Check the insulation on refrigerant lines to ensure it is intact and effective.

• Repair or replace damaged insulation to maintain system efficiency.

• Record the condition of the insulation in the inspection report.

11. General Cleaning and Maintenance

• Clean all components of the HVAC system, including ducts, filters, coils, fans, and vents.
• Remove dirt, dust, and debris to ensure optimal airflow and performance.
• Document the cleaning process and any issues discovered.

12. Generate and Share the Inspection Report

• Once the inspection is completed, generate a report in eAuditor detailing all findings, actions taken, and any issues that need further attention.
• Use eAuditor’s share function to send the report to relevant stakeholders (e.g., maintenance supervisors, and managers).

13. Schedule Future Inspections

• Use eAuditor’s scheduling feature to set up regular HVAC preventive maintenance inspections to ensure ongoing performance and system longevity.
• Track unresolved issues or parts that need replacement before the next inspection.

By using eAuditor for HVAC Preventive Maintenance Inspections, you can efficiently manage inspections, document findings, and ensure optimal performance of HVAC systems. Regular maintenance helps prevent breakdowns, ensures energy efficiency, and extends the lifespan of the equipment.

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