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Vav box maintenance checklist/
PNNL
Table of Contents
Introduction
The primary goal of any heating, ventilation, and air conditioning (HVAC) system is to provide comfort to building occupants and maintain healthy and safe air quality and space temperatures. Variable air volume (VAV) systems enable energy-efficient HVAC system distribution by optimizing vav box maintenance checklist amount and temperature of distributed air. Appropriate operations and maintenance (O&M) of VAV systems is necessary to optimize system performance and achieve high efficiency.
The purpose of this equipment O&M Best Practice is to provide an overview of system components and maintenance activities to keep VAV systems operating vav spotlight k2nblog and efficiently. Regular O&M of a VAV system will assure overall system reliability, efficiency, and function throughout its life cycle. Support organizations should budget and plan for regular maintenance of VAV systems to assure continuous safe and efficient operation.
Description of Technology
VAV systems supply air at a variable temperature and airflow rate from an air handling unit (AHU). Because VAV systems can meet varying heating and cooling needs of different building zones, these systems are found in many vav box maintenance checklist buildings. Unlike most other air distribution systems, VAV systems use flow control to efficiently condition vav box maintenance checklist building zone while maintaining required minimum flow rates.
Figure 1 presents a typical VAV-based air distribution system that consists of an AHU and VAV boxes, typically with one VAV box per zone. Each VAV box can open or close an integral damper to modulate airflow to satisfy each zone’s temperature setpoints. In some cases, VAV boxes have auxiliary vav box maintenance checklist (electric or hot water) where the zone may require more heat, e.g., a perimeter zone with windows.
Some features of a VAV system include the following:
- Distribution system provides conditioned air to spaces to meet varied zonal temperature and airflow requirements.
- Variable frequency drive-based air distribution system can reduce supply fan energy use.
- Supply-air temperature reset capability allows adjustment and reset of the primary delivery temperature with the potential for savings at the chiller or heating source.
There are two major classifications of VAV boxes or terminals—pressure dependent and pressure independent.
A VAV box is vav box maintenance checklist pressure dependent when the flow rate passing through the box varies with the inlet pressure in the supply duct. This form of control is less desirable because the damper in the box is controlled in response to temperature only and can lead to temperature swings and excessive noise.
A pressure-independent VAV box uses a flow controller to maintain a constant flow rate regardless of variations in system inlet pressure. This type of box is more common and allows for more vav box maintenance checklist and comfortable space conditioning. The balance of this guide will focus on pressure-independent VAV boxes.
Figure 2 presents a schematic of a typical pressure-independent VAV box; in this case, the box also has a reheat coil. This VAV box has three modes of operation: a cooling mode with variable flow rates designed to meet a temperature setpoint; a dead-band mode whereby the setpoint is satisfied and flow is at a minimum value to meet ventilation requirements; and a reheating mode when the zone requires vav box maintenance checklist src="https://www.pnnl.gov/sites/default/files/styles/large/public/media/image/VAV-Box.jpg?itok=3T0OAr86" width="480" height="513" alt="Schematic of pressure-independent VAV box with hydronic reheat">
There are several different types of VAV and terminal boxes. The most common include:
- Single duct terminal VAV box – the simplest and most common VAV box, shown in Figures 1 and 2, can be configured as cooling-only or with reheating.
- Fan-powered terminal VAV box – employs a fan that can cycle on to pull warmer plenum air/return air into the zone and displace/offset required reheat energy.
- Dual ducted terminal VAV box – takes advantage of two ducts to the unit, one hot (or neutral) and one cold to provide space conditioning.
- Induction terminal VAV box – takes advantage of the induction principle instead of a fan to pull warmer plenum air/return air into the zone and displace/offset required reheat energy.
Key Components
This O&M Best Practice focuses on the pressure-independent VAV terminal box and relevant connections for source air, water, electricity, and controls.
Supply ducting system. Each VAV terminal box is connected to a supply air source. This is a ducted connection that provides air from an AHU. Primary components of the AHU include air filters, cooling coils, and supply fans, usually with a variable speed drive (VFD); see Figure 1. A critical element to the air-supply system is the duct vav box maintenance checklist sensor. The pressure sensor measures static pressure in the supply duct that is used to control the VFD fan output, thereby saving energy.
VAV terminal box. The VAV terminal box (see Figure 2) consists of a number of individual components, including:
- Airflow sensor – measures the airflow at the inlet to the box and adjusts the damper position to vava shikhivahana a maximum, minimum, or constant flow rate regardless of duct pressure fluctuations.
- Damper – modulates the airflow based on airflow sensor and zone temperature requirements.
- Fan – some VAV boxes are equipped vav spotlight k2nblog fans to supplement ducted flow rates (series fans) or supplement/displace reheat needs (parallel fans).
- Filter (for fan-powered boxes) – usually included when a fan draws into the VAV box from the plenum or other return-air source.
- Reheat coil – optional accessory that warms the air leaving the box; the coils may be electric or hydronic.
- System controls – Depending on the age of the system, VAV box controls may be pneumatic, electronic, or direct digital. An airflow vav box maintenance checklist in the box measures airflow. Using the airflow and zone temperature inputs, petcam vava box controller modulates the damper and heating control to satisfy the zone requirements.
Zone temperature control. The primary control point for any VAV system is the zone temperature. Either a zone sensor or thermostat provides a signal to the VAV controller.
Safety Issues
As with any electromechanical device, all aspects should be powered down to a safety state before any maintenance or diagnostics are performed. As needed, and per manufacturer’s and electrical safety recommendations, VAV system functions can be enabled for testing and verification or performance. Standard electrical and mechanical safety practices apply to these ecl-vav xif of Technology
Keeping VAV systems properly maintained through preventive maintenance will minimize overall O&M requirements, improve system performance, and protect the asset. Follow the guidelines in the equipment manufacturer’s maintenance manuals.
VAV systems are designed to be relatively maintenance free; however, because they encompass (depending on the VAV box type) a variety of sensors, fan motors, filters, and actuators, they require periodic attention. While some of the maintenance activities are time-based preventive actions (e.g., verifying actuator function or vav box maintenance checklist, cleaning, and changing filters), some can fall into the predictive maintenance category, whereby tending temperature data can be used to identify miscalibrated sensors. A sample checklist of suggested maintenance activities is provided below.
It is important to keep a written log, preferably in electronic form in a Computerized Maintenance Management System (CMMS), of all services performed. This record should include identifying features of the VAV box (e.g., box number, location, and type), functions and diagnostics performed, findings, and corrective actions taken.
Maintenance Checklist
For all VAV maintenance, it is important to follow the manufacturer’s recommendations. Proper maintenance should only be performed by trained and qualified personnel. The checklist below provides recommended actions and frequency by VAV component type. This checklist does not supersede maintenance recommendations from the equipment manufacturer, nor is it a replacement for contracted O&M or warranty services.
| Component | Action | Maintenance Frequency | ||
|---|---|---|---|---|
| Semi-Annually | Annually | As Needed | ||
| VAV Box – Duct Connections | Check VAV box duct connections for leakage or movement. Verify that hangers and mountings are secure. | X | ||
| VAV Box Zone Temperature Sensor (Thermostat) | Verify function and accuracy (compared vav spotlight k2nblog calibrated value). Check signal to controller to verify corresponding control, damper action, and minimum setting. | X | ||
| VAV Box – Airflow Sensor | Verify function of flow sensor (compared to calibrated value) and corresponding control of box damper. Clean sensor per manufacturer’s recommendations. | X | ||
| VAV Box – Controls | Verify function by technology type and per manufacturer’s recommendations: Pneumatic – check for air leaks in hoses and fittings. Electronic – check for proper electrical connections. Direct Digital Control (DDC) – check for proper connections corresponding to damper action. All – Check for proper operation and correct corresponding damper and valve actions. | X | ||
| VAV Box – Damper | Check seals and alignment in duct. | X | ||
| VAV Box – Damper Linkage and Control | Check linkage for tension and position relative to control point. Lubricate per manufacturer’s recommendation. Verify minimum and maximum positions are correct. | X | ||
| VAV Box – Filter (if present) | Check, vav box maintenance checklist, and/or replace filters on all fan-powered VAV boxes. Change per manufacturer’s recommendations. | X | X | |
| VAV Box – Hydronic Reheat (if present) | Check and clean reheat coil. Check control valve and fittings for water leaks, and check coil for cleanliness and fin condition. | X | X | |
| VAV Box – Electric Reheat (if present) | Check and clean vav box maintenance checklist coil. Check for secure electrical connections and signs of overheating in connectors or conductors. | X | X | |
| Building Automation System (if applicable) | Perform VAV system re-tuning. | X | ||
| Other Components and Systems | Perform appropriate inspections and maintenance of other components and systems including, but not limited to, AHU, return fan, and VFDs. | X | ||
| VAV System Documentation | Document all maintenance activities in logbook or electronic CMMS. | Upon Activity Completion | ||
Performance Monitoring
The most common option for VAV performance monitoring is using the structure’s building automation system (BAS). By enabling the trending function of a BAS, the VAV system operation can be assessed. Key points to trend include:
- Static pressure in supply duct and control point for system Vav box maintenance checklist fan to assure modulation with changing VAV box flow rates.
- VAV box damper position versus zone temperature and reheat status to assure damper minimum setting before reheat application.
- Reheat valve position versus call for heat.
- VAV box airflow rate commensurate with damper position and within minimum and maximum settings.
- VAV box delivered air temperature appropriate for zone conditions.
- VAV box reheat call appropriate for conditions and corresponding chiller operating point and reset status.
- Zone temperature.
- Zone occupancy status.
O&M Cost
Modern VAV systems are designed to be more efficient and have less overall wear due to reduced system fan speed and pressure versus the on/off cycling of a constant volume system. However, at the zone level, the VAV system can have greater maintenance intensity due to the additional components of dampers, sensors, actuators, and filters, depending on the VAV box type. There is very little reliable data published on the actual cost variance of VAV maintenance compared to a constant volume vav spotlight k2nblog Support
Because VAV systems are part of a larger HVAC system, specific support comes in the form of training opportunities for larger HVAC systems. To encourage quality O&M, building engineers can refer to the American Society of Heating, Refrigerating and Air-Conditioning Engineers/Air Conditioning Contractors of America vav box maintenance checklist Standard 180, Standard Practice for Inspection and Maintenance of Commercial Building Vav box maintenance checklist Systems.
Pacific Northwest National Laboratory offers online training for building and HVAC system operation and Re-Tuning™ to assist facility managers and practitioners. This training covers many system types but specifically vava shikhivahana VAV systems, how they work, and opportunities for efficiency. More information on this training can be found at: https://buildingretuning.pnnl.gov/
Sources of Information
AHRI Standard 880-2017. Standard for Performance Rating of Air Terminals. Air Conditioning, Heating, and Refrigeration Institute, Arlington, VA.http://www.ahrinet.org/App_Content/ahri/files/STANDARDS/AHRI/AHRI_Standard_880_IP_2017.pdf.
ANSI/ASHRAE/ACCA Standard 180-2012. Standard Practice for Inspection and Maintenance of Commercial Building HVAC Systems. American National Standards Institute, New York, NY. https://www.ashrae.org/technical-resources/standards-and-guidelines/read-only-versions-of-ashrae-standards.
ASHRAE Standard 62.1-2016. Ventilation for Acceptable Indoor Air Quality. American Society of Heating, Refrigerating and Air-Conditioning Engineers, Atlanta, GA. https://www.ashrae.org/technical-resources/standards-and-guidelines/read-only-versions-of-ashrae-standards
California Energy Commission. 2003. Advanced Variable Air Volume System Design Guide. Sacramento, CA. https://www.researchgate.net/publication/258246595_Advanced_Variable_Air_Volume_System_Design_Guide
EPA (Environmental Protection Agency). 2008. ENERGY STAR Vava shikhivahana Upgrade Manual. U.S. Environmental Protection Agency, Washington, D.C. https://www.energystar.gov/buildings/tools-and-resources/building-upgrade-manual.
FEMP (Federal Energy Management Program). 2010. O&M Best Vav box maintenance checklist Guide, Release 3.0, Chapter 9, O&M Ideas for Major Equipment Types, Section 9.7, Air Handling Systems. U.S. Department of Energy, Federal Energy Management Program, Washington, D.C. https://www1.eere.energy.gov/femp/pdfs/om_9.pdf.
PNNL (Pacific Northwest National Laboratory). 2011. Self-Correcting Controls for VAV System Faults. PNNL-20452. Pacific Northwest National Laboratory, Richland, WA. https://www.pnnl.gov/main/publications/external/technical_reports/PNNL-20452.pdf
Actions and activities recommended in this Best Practice should only be attempted by trained and certified personnel. If such personnel are not available, the actions recommended here should not be initiated.
Published April 2021
Commercial Building Maintenance Checklist for Fall
As winter approaches, building owners and facilities managers need to take steps to prevent emergency situations and keep everyone safe, including inspecting building systems and taking care of maintenance vav box maintenance checklist. Here’s a commercial building maintenance checklist to serve as a reminder about the important areas that vav box maintenance checklist your attention this fall.
Commercial building maintenance tasks to get done now
Jason Lackner, Facilities Manager at BAE Systems, described the issues that facilities teams face this time of year:
“Oftentimes, fall inspections are overlooked as Facilities teams are challenged with end-of-year requests, exhausted budgets, and upcoming holidays and or vacation time,” explained Jason. “However, it is imperative that buildings be inspected prior to colder temperatures and snowfall, especially for those businesses located in the Northeast. This will help mitigate any failures during the winter season.”
These are just a few of the issues you could face if you vav box maintenance checklist fall maintenance and inspections:
- Roof leaks leading to business interruption/down time
- Slips, trips, and falls that cause injury and could result in an OSHA recordable
- HVAC failure leading to employee discomfort and or business interruption
- Damage to frozen plumbing and fire protection systems
We have broken down commercial building maintenance into key building systems and areas to inspect, maintain vava shikhivahana prepare for winter. Use this list as a starting point to document the tasks needed for your facility. Every building is different and has unique requirements.
Plumbing
- Check condition of pipe insulation to prevent freezing
- Check operation of facets, drains, and toilets
- Drain any outside water faucets and vav box maintenance checklist lines and keep valves open
- Check operation of shut-off valves
- Make sure thermostats are set to vav spotlight k2nblog degrees minimum when facilities are unoccupied
Electrical
- Test circuit breakers
- Check condition of wiring
- Test operation of electrical outlets and switches
- Check condition of electrical appliances
IMPORTANT: Leave electrical testing to professionals unless you have trained technicians on staff.
Lighting
- Check operation of all interior and exterior lighting
- Check operation of exit signs and other safety lighting
- Replace bulbs or fixtures if needed
Emergency power
- Continue vava shikhivahana run unloaded tests on a weekly basis vav box maintenance checklist loaded tests monthly for emergency generators
- Do maintenance for generators on a quarterly basis
- Keep fuel tanks topped off
Safety
- Check operation of fire alarms, extinguishers, and sprinkler systems
- Check operation of doors and windows
- Make sure fire exits are not obstructed
- Check for availability and operation of industry-specific safety equipment
- Replenish first aid kits and supplies
- Confirm emergency plans for winter storms
Roofing
- Identify and repair damage (cracks, shrinkage, bubbles)
- Inspect and clean all roof drains (quarterly) and install snow flags to help locate drains during snowfall
- Inspect and repair coping and flashing
- Remove tools, equipment, and debris
Exterior & grounds
- Remove leaves and debris from vav box maintenance checklist gutters and ensure they are properly secured
- Secure contracts for snow and ice removal, or if you do snow removal yourself, inspect snow removal material and equipment (such as salt, sand, shovels, snow blowers, fuel supply)
- Check condition of parking lots and paved walkways and repair if needed
- Check condition of railings
- Inspect all walkways and lots, identify and rectify trip hazards if possible
- Inspect foliage around facility and remediate potential hazards (such as dying trees located close to electrical distribution systems or incoming power lines)
Heating system
With cold weather coming, it’s important to inspect your heating system and take care of preventative maintenance tasks before you turn it on for the first time. Otherwise you could find yourself without heat when you need it. Or worse, face a breakdown later in the winter that could disrupt your business. Most commercial buildings have either boilers or rooftop units (RTUs) that provide heat. You may also have heat pumps or VAV boxes. Here are the basic tasks to maintain these systems in the fall:
GENERAL HEATING MAINTENANCE:
- Check that heating vents and returns are not blocked or covered
- Replace disposable filters or clean washable filters
- Check operation of thermostats and controls
- Test overall system operation for all heating and dehumidification equipment
- Check for proper mix of glycol & water in appropriate systems
- Review parts supply and order filters and belts as needed
BOILER MAINTENANCE:
- Inspect & tighten electrical connections
- Check operation of boilers
- Check operation of pumps
- Clean scale & debris from burner assembly
- Verify proper operation of all safeties & overrides
RTU MAINTENANCE:
- Inspect & tighten electrical connections
- Inspect condition of fan motors, motor housing, mounts, pulleys & bearings; lubricate as needed
- Inspect all fan & drive belts; vav box maintenance checklist or tighten as needed
- Measure & verify proper amp draw on evaporator fan motors, condenser fan motors, blower motors and compressors
- Inspect & verify proper pulley alignment
- Clean scale & debris from burner assembly
- Inspect condition of heat exchangers
- Verify proper operation of all safeties & overrides
- Inspect condition of blower motors and bearings; lubricate as needed
Here’s a question we get all the time: Can facilities staff do HVAC maintenance vav box maintenance checklist You can have your staff change filters and clear debris away from equipment in between scheduled maintenance visits. But it takes qualified HVAC technicians to properly inspect and test your equipment. By getting a maintenance contract, you’ll get the best price and a team that knows your equipment.
Get an HVAC maintenance contract customized to your specific needs
When you look at this maintenance checklist, you’ll notice that some items don’t apply to your building, and there are other tasks that you may need to add. The same is true for an HVAC maintenance contract. It shouldn’t be a boilerplate list. The contract should include everything needed for your equipment and your business, and nothing that you don’t need.
Worthing Air customizes commercial maintenance contracts to your specific needs, so you get the right service at the right price. And of course, expert service you can trust to keep your equipment in peak operating condition.
Any questions, please contact us at 973-575-5276, we would be happy to help. Or sign up for a free assessment of your equipment.
Your Complete Commercial HVAC Preventive Maintenance Checklist– and Why You Need It
Maintaining your HVAC system is crucial if you want to run vav box maintenance checklist safe, efficient facility, whether you’re overseeing a manufacturing plant, an office building, or a school. No comfortable space should have a failing HVAC unit, and to keep your equipment running as it should, you need to adhere to a proper maintenance schedule. But following a maintenance plan is harder than it sounds.
Not every piece of equipment requires the same type of maintenance, and not every maintenance task needs to be performed at the same cadence. To keep everything in order and ensure you don’t miss any required maintenance, we recommend you follow an HVAC maintenance checklist to care for your commercial system.
What is an HVAC maintenance checklist?
An HVAC maintenance checklist should provide you with a comprehensive list of each system or component that requires service, along with information about when it was last serviced and when it will require servicing again.
Typically, the components checked in commercial HVAC maintenance include:
- Air conditioning system
- Heat pump
- Electric heater
- Gas furnace
- Dual vava baby monitor split screen review heat pump furnace
An HVAC maintenance checklist should follow a seasonal plan that focuses more heavily on readying the air conditioning components before summer and the heating system before winter.
Some HVAC parts and systems might require daily or weekly care, while others only require annual or periodic maintenance. Vav box maintenance checklist said, it is always best to read your equipment manual and follow the manufacturer’s recommended guidelines.
Creating a personalized HVAC maintenance program
Each HVAC system has its own set of maintenance needs. Vava shikhivahana systems are different by design, of course, but even the same systems might require different types of maintenance if they are used in different capacities vav box maintenance checklist in different climates.
For example, a school in California that hosts students year-round will likely need very extensive service for their air conditioning system, while a church in Minnesota that only runs once a week might need very little air conditioning maintenance.
In any case, before you start following a general maintenance plan, be sure to take stock of your system’s unique needs to create a customized set of solutions that work for vav box maintenance checklist facility.
Questions vav box maintenance checklist ask yourself to get the most out of your maintenance program
What type of HVAC system do I have?
Knowing the functionality and parts of your heating and air conditioning system will help you make a more informed decision when creating a maintenance routine.
Some of vav box maintenance checklist most common commercial HVAC systems include:
- Single-split system: Uses indoor and outdoor units to monitor air temps and move cooler or warmer air inside with or without ductwork. Ideal for smaller commercial buildings.
- Multi-split system: Like a single-split system, a multi-split uses both indoor and outdoor units. However, this system uses multiple indoor units indoors that sync to a single vav box maintenance checklist unit, making it better for larger properties.
- Variable air volume (VAV) system: Maintains a consistent temperature with varying airflow. Ideal for multi-room spaces that require separate temperatures.
- Variable refrigerant flow (VRF) system: Uses refrigerant as a heating and cooling medium with very high energy efficiency.
- Constant air volume (CAV) system: Provides constant airflow and adjusts air supply temperature for large spaces with few windows.
- Heat pump system: Removes or moves heated air to heat and cool central spaces. Great for schools and sports facilities, but not typically ideal for cooler climates.
How long has the HVAC system been operational?
Each system may have a different lifespan depending on manufacturer, type, and hours of vava shikhivahana, but many commercial Vav box maintenance checklist systems last about 15-20 years. As you create a maintenance vav box maintenance checklist of your own, make sure you know how long your system has been in operation and what its projected lifespan is based on manufacturer recommendations.
When was the HVAC system last serviced?
As they say, the greatest offense is a strong defense. The same is true of HVAC system maintenance. To better understand the care your system requires, you need to know the services it has already received. Log all relevant system upkeep and repairs so any technician who works on the HVAC system will know the unit’s history. This can help you spot patterned problems and weak system components that need repair before failures occur.
How often is the HVAC unit in use?
Age isn’t the only important factor when considering system lifespan–you should also consider runtime hours and frequency of use. Depending on your climate, your system might favor the cooling components, or it may get a rounded use of both cooling and heat. Systems with more runtime will likely need more consistent year-round maintenance and may have a shorter lifespan, whereas units with excessive gaps in runtime might need more attention before seasons change and demand spikes.
Preventive maintenance vav box maintenance checklist for your HVAC system
Spring & Summer HVAC Maintenance
Procedure
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Fall & Winter HVAC Maintenance
Procedure
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The benefits of preventive maintenance
Lower energy costs
When your equipment isn’t running at peak performance, it means you’re using more energy to heat or cool your facility. Not only does regular maintenance make your system more efficient, but it can also help minimize overall energy use and lower your expenses.
Fewer repairs
Regular HVAC maintenance can keep your system running more smoothly, which decreases your chance of failure and limits the number of repairs necessary. If you are frequently changing filters, clearing the system of debris, and checking vava vsk002 no bluetotth leaks, you’re avoiding breakdowns caused by preventable wear and tear.
Longer equipment lifespan
As with any piece of machinery, better care vav box maintenance checklist to a longer lifespan. Typically, your diligence year-round will give you longer use out of your system, adding months or years of value.
Better safety
Commercial HVAC maintenance is about more than improving efficiency and minimizing cost. It also keeps staff and visitors comfortable and safe. Poorly maintained HVAC systems can short circuit, causing fires, or they might leak dangerous carbon monoxide. Well-kept equipment makes for a safer facility.
Improved air quality
By changing air filters and ensuring proper airflow in your HVAC system, you can improve indoor air quality and avoid problems like mold, moisture damage, and carbon monoxide contamination.
Avoid vavada casino регистрация equipment downtime
Whether you’re managing a manufacturing plant or an vav box maintenance checklist building, a downed HVAC system can mean loss of work and missed deadlines. In a school district, a broken air conditioner or heater could cut school days short and may ultimately impact student learning.
How FMX can help
Without a reliable maintenance plan, your HVAC system might be racking up excessive energy expenses and avoidable repairs, and it could even be putting your facility’s occupants at risk.
Tracking maintenance schedules is doable via online spreadsheets or even pen and paper, but if you want to optimize and streamline your process, a software solution is your best bet.
FMX’s equipment maintenance software can help you store HVAC service records with a documented history of all work completed to reduce risks and liability. Likewise, preventive maintenance software allows you to schedule time-based or meter-based maintenance to help follow our seasonal service checklists, as well as other service requests.
Interested in booking a demo to learn more about FMX’s solutions? We’d love to hear from you!
Don't have the Planned Maintenance feature?
Keep your operations running smoothly with a reliable preventive maintenance and inspection vav box maintenance checklist more capabilities
Key capabilities
- Asset record storage
- Scheduling calendar
- Inspection checklists
- Floorplan visualization
- Automated reporting
How to import this procedure into Vav spotlight k2nblog
2. Import the spreadsheet into FMX.
- Log in to your FMX site at [sitename].gofmx.com.
- Navigate to the “Bulk Imports” tab vav box maintenance checklist the left-hand menu. (Note: You must enable Bulk Importing within User Type settings to complete these steps.)
- Click on the “Import” button at the top right of the page.
- Enter a name for your import in the “Title” field.
- Click on the paperclip icon in the “Template” section to upload your completed import file.
- Click the “Save” button to complete your import.
- When your import has been completed, a green “Success!” banner message will appear at the top of your screen.
If you'd like to make adjustments to the new instruction set, follow these instructions:
- Click on the “Planned Maintenance” tab in the left-hand menu.
- Click the “Instruction Sets” tab near the top of the screen.
- Find your new instruction set in the list, and click the “Edit” button.
- Make any adjustments that you need and click the “Save” button at the end of the form.
3. Schedule planned maintenance tasks using this new instruction set.
- Click on the “Planned Maintenance” tab in the left-hand menu.
- Click on the “New task” button in the upper right-hand vav spotlight k2nblog of the grid view.
- Fill out the planned maintenance task form with the required information and add your new instruction set. For more information about your options, see the Creating Planned Maintenance Tasks article in our Support Center.
Having trouble with the bulk import?
If there are any errors on the import, such as typos or mismatched records, FMX will steer you in the right direction by pinpointing the column, row, and cell of the error. See more information about how to fix bulk import errors in the Support Center.
Looking for advanced configuration?
For more information on other build import options, including scheduling the Planned Maintenance tasks and back-filling previous data, see the Bulk Importing Planned Maintenance Tasks and Instruction Sets article in our Support Center.
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