To save as PDF: use your browser's PrintSave as PDF. This form prints as A4.

HVAC Filter Replacement Checklist

Step-by-step procedure for air handling unit filter changes

Company Logo
FORM HF-001
Unit Details

Mark P (Pass), F (Fail), or N/A for each item. Complete all steps in sequence. Record any issues in the Notes column.

# Inspection / Action Item P F N/A Notes
Pre-Replacement Checks
1Confirm correct replacement filter type and quantity on hand
2Record pre-change differential pressure reading (Pa)
3Isolate/switch off AHU fan before opening access
4Apply lock-out/tag-out procedure
5Don appropriate PPE (gloves, mask, eye protection)
Filter Removal
6Open access panel and inspect filter housing condition
7Remove dirty filters carefully to avoid contamination
8Inspect filter frame and sealing gaskets for damage
9Clean filter tracks and housing of debris
10Bag used filters for disposal (note condition)
New Filter Installation
11Verify new filter size matches housing dimensions
12Check airflow direction arrow on filter matches system
13Install filters firmly, no gaps or bypass
14Seal all filter edges to housing (no air leakage)
15Secure access panel and latches
System Test
16Remove lock-out/tag-out and restart unit
17Record post-change differential pressure reading (Pa)
18Confirm fan running normally, no unusual noise
19Check supply air temperature and flow rate normal
Documentation
20Record filter change date on unit service label
21Update maintenance management system
22Note next scheduled replacement date
23Dispose of used filters per waste management plan
24Report any housing damage or abnormal filter loading

Declaration

I confirm that filters have been replaced in accordance with manufacturer specifications and site procedures. All isolation and lock-out procedures were followed. The system has been tested and returned to normal operation.

Technician
Signature
Printed Name
Date
Facilities Manager
Signature
Printed Name
Date