Elevator · Free Checklist

Elevator Maintenance Checklist (MCP-Aligned)

ASME A17.1/CSA B44 — the safety code adopted in most US and Canadian jurisdictions — commonly requires every elevator to be maintained under a documented Maintenance Control Program (MCP), with written task records for each visit kept on site with the unit. This checklist walks the unit the way a mechanic does: machine room and drive, suspension and governor, hoistway and car top, pit, doors and interlocks, car operation, and the periodic-test references that close the file. Print it and clip it to the MCP binder, or run it in Forz as a recurring inspection that records Pass, Fail, or Bypass per device with photos, captures the mechanic's signature on the mobile app, and auto-schedules the next monthly, quarterly, or annual visit from the device's inspection frequency.

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Elevator · Checklist

Company: ______________

Date: ______________

Technician: ______________

Unit & Visit Record

Building or site name and full address ______________
Unit ID, car number, and state or AHJ serial/registration number ______________
Equipment type — geared traction, gearless traction, machine-room-less, holed or holeless hydraulic, or roped hydraulic ______________
Original manufacturer, controller make/model, and rated load and speed ______________
Date and time on site; arrival reading on hour/run meters if equipped ______________
Mechanic name and license, mechanic certification, or QEI number ______________
Maintenance interval per the unit MCP — monthly, quarterly, semi-annual, or as scheduled ______________
MCP binder present on site, current edition, and matched to this serial number ______________
Code data plate present and legible; A17.1/B44 edition noted ______________

Machine Room / Machinery Space

Access door self-closing, self-locking, and restricted to elevator personnel ______________
Room clean and clear — no storage of non-elevator materials or flammables ______________
Ambient temperature and ventilation within the manufacturer's stated limits ______________
Room lighting and switched GFCI receptacle operate ______________
Mainline disconnect labeled, lockable, accessible, and correctly sized/fused ______________
Fire-extinguisher present, charged, and current on inspection tag ______________
Drive machine — no abnormal noise, vibration, bearing heat, or oil weep ______________
Worm/gear oil level at sight glass; hydraulic reservoir level and condition checked; fluid added recorded ______________
Motor and generator/drive — windings clean, connections tight, cooling fans clear ______________
Wiring diagrams present and legible; machine-room stop switch functions ______________

Brake, Controller & Drive

Brake lining thickness within wear limit; no glazing, cracking, or oil contamination ______________
Brake linkage, pins, and springs free; air gap and stroke set to spec ______________
Brake picks and sets cleanly and holds rated load without drift ______________
Controller contactors and relays — contacts clean, no pitting, burning, or odor ______________
Fuses correct rating; no jumpered or defeated safety circuits ______________
Resistors, reactors, and drive heatsinks clean and clear of dust ______________
Solid-state drive fault log reviewed; capacitor/cooling-fan condition checked ______________
Selector, encoder, or tape-head reading accurately; couplings secure ______________
Battery-lowering / emergency power circuit and battery condition checked ______________
Ground connections and bonding verified tight ______________

Suspension, Traction & Governor

Suspension ropes or belts — broken wires, crown/valley wear, and diameter reduction measured against criteria ______________
Rope lubrication, tension equalized across ropes, and hitch/shackle springs sound ______________
Traction sheave groove profile checked for wear; no rope crossover or excessive throw-off ______________
Deflector, secondary, and overhead sheaves — bearings quiet, guards in place ______________
Compensation ropes/chains and tie-downs checked for wear and proper hang ______________
Governor rope free, lubricated, and tension sheave riding correctly in pit ______________
Governor — jaws, flyweights, and pivots free; seals intact on adjustment means ______________
Governor overspeed and tripping switches operate; reset device functions per MCP ______________
Hydraulic jack, packing, and fittings checked for leaks; scavenger pump operates ______________

Hoistway & Car Top

Car-top inspection station — stop switch, run/enable, and constant-pressure controls function ______________
Car-top light, GFCI receptacle, and railing/standing surface secure where required ______________
Hoistway clean and dry — rails, brackets, and sills free of dirt and excess oil ______________
Guide rails plumb; roller guides or slide-guide shoe gibs within wear limits and lubricated ______________
Rail lubricators filled and feeding; no rail rust or scoring ______________
Traveling cable free of chafing, kinks, and snags; properly looped and clamped ______________
Leveling, slowdown, and directional limit switches and cams secure and operating ______________
Normal and final terminal stopping devices checked along travel ______________
Counterweight frame, filler weights, tie rods, and guides secure and within run-by ______________
Crosshead data plate present and legible; overhead clearance unobstructed ______________

Pit & Buffers

Pit stop switch and pit light operate; GFCI receptacle works ______________
Pit ladder secure, accessible, and extending to the required height ______________
Pit clean and dry — water, oil, or debris noted, cause traced, and removed ______________
Sump pump and float switch tested where installed; no oil discharged to drain ______________
Spring buffers secure and plumb; oil-buffer oil level at sight glass and plunger free ______________
Buffer-support and car/counterweight run-by and bottom clearances verified ______________
Car and counterweight safety jaws clean, free, and set to rail; linkage and rollers lubricated ______________
Governor tension sheave assembly, switch, and guard secure ______________
Refuge space, toe guard, and lower hoistway access switches checked ______________

Doors, Interlocks & Car Operation

Hoistway door interlocks engage and lock; car will not move with any door unlocked ______________
Restrictor / unlocking-zone device prevents car-door opening outside the landing zone ______________
Door hangers, tracks, gibs, rollers, and up-thrust eccentrics checked full travel ______________
Door closers, spirator/closer springs, and relating cables/tapes operate ______________
Door operator lubricated; close force at or below limit and close speed/kinetic energy normal ______________
Reopening device (light curtain or safety edge) stops and reopens closing doors ______________
Car and hall buttons, lanterns, position indicators, and gongs function ______________
Car lighting, emergency light, and alarm bell operate; fan/ventilation works ______________
Two-way emergency communication tested both directions; location ID and help-arriving signal verified ______________
Floor-leveling accuracy and re-leveling checked at landings served; ride quality noted ______________
Firefighters' Emergency Operation Phase I recall and Phase II in-car operation tested per schedule ______________
Emergency exit panel and car-top exit secured; load weighing/dispatch features checked ______________

Periodic Testing & Sign-Off

Category 1 (annual) test due/last date noted — no-load safety, governor, terminal devices, buffers, FEO ______________
Category 5 (5-year) test due/last date noted — full-load/static, governor trip speed, safety, relief valve ______________
Relief-valve setting and pressure-vessel data recorded for hydraulic units (per AHJ) ______________
Routine tasks performed this visit recorded with date and mechanic ______________
Tests, adjustments, repairs, and replacements recorded with date and reason ______________
Callbacks/entrapments since last visit and corrective action recorded ______________
Parts replaced and materials/lubricants used listed ______________
Deficiencies, code violations, and follow-up items noted; owner/manager notified in writing ______________
Operating certificate current and posted per AHJ; MCP records on site and within retention period ______________
Mechanic signature, license/cert number, and date ______________
Owner/manager or witnessing QEI signature and date ______________

Technician signature

Customer / owner signature

ASME A17.1/CSA B44 editions and locally adopted amendments vary by jurisdiction — your authority having jurisdiction (AHJ), the adopted code edition, and the manufacturer's written procedures govern the scope, intervals, tasks, and record-retention for your Maintenance Control Program; on-site retention of five years is commonly cited but verify locally. Category 1 and Category 5 tests must be performed by qualified elevator personnel and, where required, witnessed by a Qualified Elevator Inspector. This template is a starting point, not the standard, and does not replace inspection or testing by qualified personnel — verify scope and frequencies with your AHJ and the adopted edition.

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