Free electric motor quarterly service procedure
Free electric motor quarterly service checklist (PDF-ready). Bearing temps, vibration, running amps, lubrication, coupling and VFD checks. Download free.
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Updated 26 Oct 2026
Electric Motor Quarterly Service Procedure
Quarterly service - AC induction motor (industrial)
Bearings
Electrical
Cooling
Mechanical
VFD / Controls (if fitted)
Data Recording
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Short answer
An electric motor quarterly service procedure records condition checks on an industrial AC induction motor: bearing temperatures, vibration velocity, three-phase running current, terminal box, cooling, mounting bolts, lubrication, alignment and cable glands. Electricians or technicians complete it every three months as common practice. Regulation 213 of the model WHS Regulations requires plant maintenance following the manufacturer's recommendations.
Checked against Model WHS Regulations as at 5 December 2025 (cited within as the Work Health and Safety Regulations 2011) on by the MapTrack templates team. How we check templates
Key takeaways
- The MapTrack electric motor quarterly service procedure contains 16 checks across 6 sections. Sections covered: Bearings, Electrical, Cooling, Mechanical, VFD / Controls (if fitted), Data Recording.
- Quarterly is a common interval, not a legal one; regulation 213 follows the motor manufacturer's recommendations.
- ISO 20816-3:2022 replaced ISO 10816-3:2009; use it for specified machines above 15 kW at 120 to 30,000 r/min, outside its exclusions such as some pump sets.
- Model WHS regulation 147 requires the PCBU to manage electrical risks at the workplace.
- Record readings each quarter so rising bearing temperature or vibration shows up as a trend before failure.
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What is an electric motor quarterly service procedure?
A quarterly service is the baseline tier of scheduled preventive maintenance for an industrial AC induction motor. It is performed every three months and focuses on condition monitoring and lubrication. The procedure covers bearing temperature measurement, vibration velocity measurement at both bearings, running current measurement across all three phases, terminal box inspection, cooling system check, frame and mounting bolt inspection, bearing lubrication with the correct grease type and quantity, motor alignment and coupling inspection, VFD or soft starter check (if fitted) and cable gland inspection. All readings are recorded to build a trend history that helps predict failures before they occur. The quarterly service is typically performed by an electrician or maintenance technician with the motor running under normal load.
Bearing failure is the leading cause of electric motor breakdown in industrial applications, and it is almost always preventable through correct lubrication and early detection of developing faults via vibration and temperature monitoring. The quarterly service establishes the routine data collection rhythm that makes predictive maintenance possible. Under the WHS Regulations 2011, the PCBU must ensure that electrical equipment is maintained in a safe condition, and AS/NZS 3760 requires periodic in-service inspection and testing. A documented quarterly service history with trended condition data demonstrates compliance during WHS audits and insurer reviews. It also provides the baseline readings against which the annual service diagnostic tests (insulation resistance, FFT vibration analysis, thermal imaging) are compared, making the annual service far more informative when it builds on consistent quarterly data.
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Benefits of using this electric motor quarterly service procedure
- Early fault detection: trending bearing temperature and vibration data over multiple quarterly services reveals developing faults weeks or months before failure.
- Extended bearing life: correct lubrication at the right intervals prevents premature bearing failure, which accounts for the majority of electric motor breakdowns.
- Reduced unplanned downtime: catching electrical imbalance, loose connections or cooling problems early avoids sudden motor failure during production.
- Energy efficiency: motors with correct alignment, clean cooling and balanced electrical supply run more efficiently, reducing energy costs.
- Compliance: documented service records demonstrate that critical equipment is maintained to WHS and insurance standards.
- Lower replacement costs: a well-maintained motor can last 20 years or more. Neglected motors may fail in 3-5 years.
Benefits of digitising forms in MapTrack
When you digitise electric motor service procedures in MapTrack, you get:
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- Download any completed form as a PDF, with failed answers listed at the top.
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- Build conditional logic (show or hide questions based on answers).
- Take pictures or attach photos. Not possible with a paper-based form.
- Electronic signatures.
- Edit forms later without reprinting.
- Set who can view, fill in or edit forms with user roles.
- Upload a paper form (PDF, Word, Excel or a photo) and MapTrack's AI builds a digital version for you to check.
- Raise a work order from a submitted form with an automation you set up.
- Track service intervals by hours, kilometres or calendar date in one place.
- Attach supplier invoices and parts receipts to each maintenance record.
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What to include in an electric motor quarterly service procedure
This electric motor quarterly service procedure covers 6 key areas:
- Bearings: check bearing temperature (drive end and non-drive end), measure vibration velocity (mm/s, both bearings), lubricate bearings with specified grease type and quantity.
- Electrical: measure running amps (all 3 phases, check balance), inspect terminal box for tight connections and heat discolouration, inspect cable entries and glands.
- Cooling: check cooling fan operation and airflow, clear any obstructions.
- Mechanical: inspect frame and mounting bolts, check motor alignment to driven equipment, inspect coupling condition.
- VFD / Controls: check VFD or soft starter (if fitted) including fault log, cooling fan and capacitors.
- Data recording: record all measurements for trend comparison against previous services.
How to use this electric motor quarterly service procedure
- Confirm the motor is running under normal load. Record equipment details and nameplate data at the top of the service procedure form.: Note the motor rated kW, voltage, full load amps, speed (RPM) and frame size from the nameplate. Record the driven equipment details and current operating load percentage.
- Measure bearing temperatures at both drive end and non-drive end using an IR thermometer. Record readings and compare to previous values.: Normal bearing operating temperature is typically 40 to 70 degrees Celsius above ambient. Flag any bearing exceeding 90 degrees Celsius or showing a temperature rise greater than 10 degrees above the previous quarterly reading.
- Measure vibration velocity (mm/s) at both bearings. Record readings for trend analysis. Flag any readings above baseline.: Take readings in horizontal, vertical and axial directions at each bearing. Use ISO 20816 (formerly ISO 10816) velocity alarm levels for the motor class. A sudden increase of more than 50% over the previous reading warrants investigation.
- Measure running amps on all three phases using a clamp meter. Check phase balance (imbalance should not exceed 3-5%).: Record amps on L1, L2 and L3. Calculate percentage imbalance as the maximum deviation from average divided by average, multiplied by 100. Imbalance above 5% indicates a supply issue or internal fault requiring investigation.
- Inspect the terminal box: check that all connections are tight and look for heat discolouration. Inspect cable entries and glands.: Look for darkened or melted insulation around terminals, which indicates overheating from loose connections. Ensure cable glands are tight and provide adequate strain relief. Check that the terminal box cover seal is intact to prevent moisture ingress.
- Check cooling fan operation and airflow. Clear any obstructions from the fan guard and motor fins.: Verify the fan is spinning freely and producing adequate airflow. Remove dust, debris or fibrous material from fin surfaces and the fan guard using compressed air. Blocked cooling fins are a common cause of motor overheating.
- Inspect frame and mounting bolts for tightness and cracks. Check motor alignment to driven equipment and inspect coupling condition.: Check all hold-down bolts with a spanner. Look for cracks around the mounting feet. Use a straight edge or laser alignment tool to verify motor-to-driven-equipment alignment. Inspect the coupling for wear, cracking or misalignment indicators.
- Isolate the motor and lubricate bearings with the correct grease type and quantity per manufacturer specification.: Follow your site LOTO procedure before opening grease points. Use the exact grease type specified, typically EP2 lithium complex or polyurea grease. Apply the specified quantity per bearing using a calibrated grease gun. Over-greasing causes heat buildup and premature bearing failure.
- If a VFD or soft starter is fitted, check the fault log, cooling fan and capacitors.: Download or review the VFD fault history for recurring alarms. Inspect the VFD cooling fan for operation and clean the heat sink fins. Visually inspect DC bus capacitors for swelling, discolouration or leaking electrolyte, which indicates end of life.
- Record all data for trend comparison. Set the next service due date and sign off.: Enter all readings into the motor maintenance log or CMMS for trend analysis. Compare current quarter data against the previous three quarters to identify any deteriorating trends. Set the next quarterly service date 3 months forward.
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Get the free templateEnter your email above to download the full electric motor quarterly service procedure as a PDF.Back to download formHow often should you complete this service procedure?
A quarterly service should be performed every three months, or more frequently for critical motors in continuous operation. Between quarterly services, operators should monitor for abnormal noise, vibration or heat during daily rounds. Critical motors driving essential processes may benefit from online condition monitoring systems that provide continuous vibration and temperature data. Motors operating in harsh environments such as dusty, wet or high-temperature conditions may warrant monthly bearing temperature and vibration checks to catch developing faults between the standard quarterly intervals. Seasonal factors can also influence scheduling; motors exposed to wide temperature swings may need bearing grease top-ups more often in summer when ambient heat accelerates lubricant degradation. In MapTrack, set up calendar-based schedules for each motor with automatic reminders when the quarterly service is approaching, ensuring consistent coverage across your entire motor fleet.
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Frequently asked questions
Applicable regulatory standards
This template is a starting point. Check the current requirements that apply to your equipment, work and location. The template alone does not establish compliance.
| Standard | Edition | Clauses this template relies on | Source |
|---|---|---|---|
| Model Work Health and Safety RegulationsPlant maintained by a competent person per the manufacturer, and electrical risks at the workplace managed. | Model WHS Regulations as at 5 December 2025 (cited within as the Work Health and Safety Regulations 2011) |
| Safe Work Australia (drafted by the Parliamentary Counsel's Committee) |
| Mechanical vibration - Measurement and evaluation of machine vibration - Part 3: Industrial machinery with a power rating above 15 kW and operating speeds between 120 r/min and 30 000 r/minVibration evaluation for specified machines above 15 kW at 120 to 30,000 r/min, with exclusions; it replaced ISO 10816-3, which the page cites. | ISO 20816-3:2022 (Edition 1) | Whole instrument | International Organization for Standardization (ISO)Sold by the publisher |
| Model Work Health and Safety Act (Model Work Health and Safety Bill)Plant must be without risks to health and safety, so far as reasonably practicable. | Model WHS Bill as at 5 December 2025 (includes the Model WHS Legislation Amendment (Incident Notification) 2025) |
| Safe Work Australia (drafted by the Parliamentary Counsel's Committee) |
Model Work Health and Safety Regulations
Edition: Model WHS Regulations as at 5 December 2025 (cited within as the Work Health and Safety Regulations 2011)
Plant maintained by a competent person per the manufacturer, and electrical risks at the workplace managed.
- reg 213: Plant must be maintained, inspected and, if necessary, tested by a competent person, following manufacturer or competent person recommendations; annual inspection applies only if neither is practicable.
- reg 147: A PCBU must manage electrical risks at the workplace in line with Part 3.1.
Safe Work Australia (drafted by the Parliamentary Counsel's Committee)
Mechanical vibration - Measurement and evaluation of machine vibration - Part 3: Industrial machinery with a power rating above 15 kW and operating speeds between 120 r/min and 30 000 r/min
Edition: ISO 20816-3:2022 (Edition 1)
Vibration evaluation for specified machines above 15 kW at 120 to 30,000 r/min, with exclusions; it replaced ISO 10816-3, which the page cites.
International Organization for Standardization (ISO)Sold by the publisher
Model Work Health and Safety Act (Model Work Health and Safety Bill)
Edition: Model WHS Bill as at 5 December 2025 (includes the Model WHS Legislation Amendment (Incident Notification) 2025)
Plant must be without risks to health and safety, so far as reasonably practicable.
- s 21: The person managing or controlling fixtures, fittings or plant at a workplace must ensure, so far as reasonably practicable, they are without risks to health and safety.
Safe Work Australia (drafted by the Parliamentary Counsel's Committee)
Each source was read at its publisher and the page checked on 26 October 2026. The publisher's current text is the authority.
Electric motor quarterly service procedure preview
The numbers behind this electric motor quarterly service procedure
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<p style="font-size:12px;font-weight:700;letter-spacing:0.05em;text-transform:uppercase;color:#071D49;margin:0;">Free template</p>
<p style="font-size:18px;font-weight:700;color:#071D49;margin:6px 0 0;">Electric motor quarterly service procedure</p>
<ul style="margin:12px 0 0;padding-left:18px;color:#374151;font-size:14px;line-height:1.6;">
<li style="margin:4px 0;">Bearings: check bearing temperature (drive end and non-drive end), measure vibration velocity (mm/s, both bearings), lubricate bearings with specified grease type and quantity.</li>
<li style="margin:4px 0;">Electrical: measure running amps (all 3 phases, check balance), inspect terminal box for tight connections and heat discolouration, inspect cable entries and glands.</li>
<li style="margin:4px 0;">Cooling: check cooling fan operation and airflow, clear any obstructions.</li>
<li style="margin:4px 0;">Mechanical: inspect frame and mounting bolts, check motor alignment to driven equipment, inspect coupling condition.</li>
<li style="margin:4px 0;">VFD / Controls: check VFD or soft starter (if fitted) including fault log, cooling fan and capacitors.</li>
<li style="margin:4px 0;">Data recording: record all measurements for trend comparison against previous services.</li>
</ul>
<p style="font-size:13px;color:#6B7280;margin:14px 0 0;padding-top:12px;border-top:1px solid #E5E7EB;">Free <a href="https://www.maptrack.com/templates/electric-motor-quarterly-service" style="color:#071D49;font-weight:600;text-decoration:none;">Electric motor quarterly service procedure</a> by MapTrack</p>
</div>Free to reuse, including commercially. This template is published under a Creative Commons Attribution 4.0 licence. Copy it, adapt it, put it on your own site or in your own docs. All we ask is that you credit MapTrack with a link back to this page. The snippet above already includes that credit, so if you use it as-is you’re covered.
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Writing about this topic? You’re welcome to quote this checklist. Here’s the wording to use so your readers can find the original.
The MapTrack electric motor quarterly service procedure contains 16 checks across 6 sections.
- Short attribution
- MapTrack Electric motor quarterly service procedure, https://www.maptrack.com/templates/electric-motor-quarterly-service
- Reference list
- MapTrack. (2026). Electric motor quarterly service procedure [Checklist template]. Retrieved from https://www.maptrack.com/templates/electric-motor-quarterly-service
Free to reuse with credit under a Creative Commons Attribution 4.0 licence. If you’d rather link straight to it, the page is https://www.maptrack.com/templates/electric-motor-quarterly-service.
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