Equipment Maintenance Checklist

Monthly preventive maintenance walk for a retail store covering HVAC, electrical, refrigeration, lighting, and life-safety equipment. Run by the store manager with the facilities or maintenance lead; escalate findings that exceed the on-site repair scope to the district facili...

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1

HVAC Systems

  1. Inspect and replace return-air filters
    • Pull each return-air filter, note the MERV rating, and replace if loaded or past the 90-day cycle. Loaded filters drive up energy cost and starve the coil — common cause of summer comfort complaints on the sales floor.

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  2. Check rooftop unit for refrigerant leaks
    • Inspect line sets, Schrader valves, and the evaporator coil for oily residue. Suction-line frost or warm supply air at the register diffuser are classic symptoms. EPA Section 608 requires a certified technician to repair or recover refrigerant — escalate, do not top off.

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  3. Calibrate the sales-floor thermostat
    • Verify setpoints match the corporate energy schedule (typically 72°F occupied, 78°F unoccupied cooling). Confirm the sensor is not mounted behind a fixture or near a register diffuser — common reason the floor feels off but the thermostat reads normal.

  4. Open a work order with the HVAC vendor
    • Submit a work order through ServiceChannel, Corrigo, or the facilities portal your chain uses. Include unit tag, photos, and the symptom — vague tickets ("AC not working") get triaged last.

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2

Electrical Systems

  1. Inspect and test circuit breakers
    • Open the panel and look for tripped breakers, scorch marks, or buzzing. Trip-test GFCI receptacles in restrooms, break room, and any wet-location stockroom outlets — required by NFPA 70B. Do not pull a panel cover unless you are qualified per NFPA 70E; otherwise photograph and escalate.

  2. Tighten visible electrical connections
    • Check accessible junction-box covers, outlet plates, and POS power strips. Discolored outlets, warm cover plates, or wiggling plugs indicate loose terminations — log these and route to a licensed electrician.

  3. Test emergency lighting and exit signs
    • Hold the test button on each exit sign and emergency egress fixture for 30 seconds — required monthly under NFPA 101. Annual 90-minute battery load test is logged separately. Photograph any fixture that fails to illuminate or drops out early.

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  4. Log failed emergency fixtures for replacement
    • Record fixture location, battery serial, and failure mode. AHJ inspectors check the NFPA 101 monthly log first — a missing entry is a faster citation than a failed fixture you've already documented for repair.

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3

Refrigeration Units

  1. Clean condenser coils on reach-in cases
    • Vacuum and brush condenser coils on every reach-in and walk-in condensing unit. Dust-clogged coils are the number-one cause of compressor failure and energy waste; budget 10 minutes per case.

  2. Inspect walk-in door gaskets and sweeps
    • Close the door on a dollar bill; if it pulls out with no resistance, the gasket is shot. Look for ice buildup at the hinge corner — a sign of warm-air infiltration that the compressor is fighting 24/7.

  3. Verify temperature logs against setpoint
    • Pull the last 30 days of temperature readings from the monitoring system (Cooper-Atkins, Therma, or built-in panel). Coolers should hold 33–38°F, freezers ≤ 0°F. Excursions over 4 hours require a product disposition decision per the food-safety SOP.

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  4. Document the temperature excursion and notify the food-safety lead
    • Capture the date, duration, peak temperature, and affected SKUs. Excursions on TCS (time/temperature control for safety) products may require disposal under the local health code; the food-safety lead authorizes destroy-out and credits.

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4

Lighting Systems

  1. Replace burnt-out lamps on the sales floor
    • Walk the floor with the lighting plan and replace any dark lamp at end-cap, focal wall, and fitting-room fixtures first — these drive conversion. Match color temperature (typically 3000K or 3500K per brand standard); a mixed-temp end-cap reads as "messy" to customers.

  2. Clean track-light and recessed fixture lenses
    • Dust on a lens drops output by 20–30%. Wipe lenses with a dry microfiber; never spray solvent directly on a hot LED fixture.

  3. Verify lighting-control schedule
    • Open the lighting-control panel (Lutron, Wattstopper, or local time clock) and confirm on/off times match current store hours. After daylight-saving changes the schedule is the single most common drift point — stores end up lit at 6 a.m. on a closed Sunday, burning labor-budget energy.

5

Life Safety Equipment

  1. Inspect and restock the first-aid kit
    • Confirm the kit meets ANSI/ISEA Z308.1 Class A contents. Check expiration on antiseptics and burn gel; replace anything used since the last walk. Required under OSHA 29 CFR 1910.151.

  2. Test fire alarms and sprinkler tamper switches
    • Coordinate with the monitoring company before testing — silent test or place the panel on test mode to avoid a false dispatch. NFPA 25 requires quarterly tamper-switch and water-flow tests; the annual full test is contracted separately.

  3. Verify fire extinguisher tags and gauges
    • Each extinguisher needs a current annual service tag (NFPA 10) and a needle in the green. Check that each is mounted on the bracket, fully visible, and not blocked by stock — blocked extinguishers are the most common AHJ citation in stockrooms.

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  4. Schedule the fire-protection vendor for recharge or replacement
    • Out-of-service extinguishers must be replaced with a loaner of equal class and rating per NFPA 10 — you cannot leave a bracket empty. Confirm the vendor's tech is certified by the state fire marshal's office.

  5. Sign off on the monthly maintenance walk
    • The store manager signs the completed walk. File the record for three years; AHJ inspectors and corporate facilities audits both ask for the trailing 12 months.

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Steps 20
Category Retail
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