Free elevator annual service checklist
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A comprehensive annual service procedure for traction and hydraulic elevators (lifts). Includes all quarterly service items plus wire rope measurement, sheave groove inspection, machine brake assessment, hydraulic cylinder drift check, door operator service, electrical insulation and earth continuity tests, rated capacity and 110% overload load testing, speed testing, safety gear and governor testing, compensation inspection, clearance checks and a full compliance inspection per AS 1735. Includes parts list and technician sign-off. This page explains what the annual service involves, how to perform it, and offers a free PDF-ready form you can download straight away.
Last updated: 2026-03-26 · MapTrack
Commercial Director
How to use: Complete all quarterly service items first, then work through the additional annual items in this form. Tick Done as each task is completed. Record test results in notes. Update the compliance certificate and sign off.
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See the first part of the annual service procedure below. Enter your email above to download the full elevator annual service procedure (PDF-ready).
What is an elevator annual service?
An elevator annual service is a comprehensive preventive maintenance and compliance inspection performed once every 12 months. It includes all quarterly service items (doors, safety systems, guide rails, controller, pit) plus additional tasks that are only performed annually: full traction or hydraulic system inspection, door operator servicing, electrical insulation and earth continuity testing, load testing at rated capacity and 110% overload, speed testing in both directions, safety gear and overspeed governor testing, compensation inspection, car and counterweight clearance verification, and a compliance inspection per AS 1735. The annual service is the point at which the compliance certificate is renewed. It is performed by a licensed elevator technician and may require coordination with a third-party inspector or regulator.
Benefits of annual elevator servicing
- Compliance certification: the annual service is typically required for renewal of the compliance certificate under AS 1735. Without it, the elevator may be ordered out of service by the regulator.
- Safety assurance: load testing, safety gear testing and governor testing verify that the most critical safety systems are functioning to specification.
- Early detection of major wear: wire rope measurement, sheave groove inspection and brake lining assessment catch high-cost replacements before they become emergencies.
- Reduced long-term costs: replacing a door operator belt during a scheduled annual service is far cheaper than an emergency call-out for a stuck door.
- Insurance and liability: documented annual service records and a current compliance certificate protect building owners and facilities managers from liability.
- Asset longevity: a well-maintained elevator with complete annual service history will operate reliably for decades longer than a neglected one.
Benefits of digitising forms in MapTrack
When you move from paper or static PDFs to digital forms in MapTrack, you get:
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- Build conditional logic (show or hide questions based on answers).
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- Restrict permissions (who can view, complete or approve).
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Book a demo to see digital service procedures and compliance scheduling in MapTrack.
Additional annual service actions
In addition to all quarterly service items, the annual procedure adds 19 service actions across 9 system areas:
- Traction system (traction lifts): inspect wire ropes (measure diameter, count broken wires per lay), inspect sheave grooves for wear and cracks, inspect machine brake (reline if needed), check and change gearbox oil.
- Hydraulic system (hydraulic lifts): check cylinder for drift, check oil level and condition, inspect control valves and hoses.
- Door operator service: service motor, belt or chain, rollers, clutch and speed adjustment.
- Electrical tests: insulation resistance test on motor, earth continuity test.
- Load and speed tests: rated capacity load test, 110% overload test, speed test (up and down, compare to rated).
- Safety gear and governor: safety gear test (overspeed governor trip), governor test and reset.
- Compensation and clearances: inspect compensation (ropes, chain or tape), check car and counterweight clearances (pit and overhead).
- Compliance: compliance inspection per AS 1735, update compliance certificate.
Parts and consumables
Have the following parts and consumables ready in addition to all quarterly consumables:
- All quarterly consumables (guide rail lubricant, door track lubricant, hydraulic oil, gearbox oil)
- Brake linings (if relining is required)
- Door operator belt - 1
- Wire ropes (if replacing after measurement)
- Gearbox oil (for change if required)
- Compliance test equipment
Look up part numbers in the manufacturer's parts manual for your specific make and model before ordering.
How to perform an elevator annual service
- Notify building management and schedule the elevator out of service for the duration (4-8 hours). Post out-of-service signs on all landing doors.
- Complete all quarterly service items first (doors, safety systems, guide rails, controller, pit inspection). Use the quarterly service procedure as a checklist.
- Access the machine room. Inspect the traction system (wire ropes, sheave grooves, machine brake, gearbox oil) or the hydraulic system (cylinder drift, oil level, control valves, hoses) depending on elevator type.
- Service the door operator: check motor, belt or chain, rollers, clutch and speed adjustment. Replace the belt if worn.
- Perform electrical tests: insulation resistance on the motor and earth continuity. Record readings.
- Conduct load tests: rated capacity test and 110% overload test. Measure speed in both directions and compare to rated speed. Record all results.
- Test safety gear (overspeed governor trip) and reset the governor. Inspect compensation (ropes, chain or tape). Check car and counterweight clearances in the pit and overhead.
- Complete the compliance inspection per AS 1735. Update the compliance certificate. Record any defects, recommendations or parts replaced in the notes section.
- Return the elevator to normal service, remove out-of-service signs, set the next quarterly and annual service due dates and sign off.
In MapTrack, you can schedule quarterly and annual services, complete procedures on mobile, track compliance certificates and link every record to the elevator. Book a demo to see how.
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Back to download formElevator service interval hierarchy
Elevator maintenance follows a tiered schedule where the annual service includes all tasks from the quarterly service. This is called carry-forward or cumulative servicing.
Doors, safety systems, guide rails, controller, pit inspection, call-back data. Estimated 2-3 hours.
Annual - Comprehensive service (you are here)
All quarterly tasks plus traction/hydraulic system inspection, load and speed tests, safety gear and governor tests, electrical insulation tests, compliance inspection per AS 1735. Estimated 4-8 hours.
In MapTrack, you can configure quarterly and annual service schedules and receive automatic alerts when each interval is due.
Frequently asked questions
- What is included in an elevator annual service?
- An elevator annual service includes all quarterly service items (doors, safety systems, guide rails, controller, pit inspection) plus additional annual-only tasks. These include full traction system inspection (wire rope diameter measurement, sheave groove wear, machine brake condition, gearbox oil), hydraulic system inspection (cylinder drift, oil condition, control valves, hoses), door operator service (motor, belt, rollers, clutch, speed), electrical insulation and earth continuity tests, load testing (rated capacity and 110% overload), speed testing (up and down), safety gear and overspeed governor testing, compensation inspection, car and counterweight clearance checks, and a compliance inspection per AS 1735. It takes approximately 4 to 8 hours.
- What load testing is required for an annual elevator service?
- Annual elevator load testing typically includes a rated capacity test (the elevator is loaded to its full rated capacity and run through its full travel) and a 110% overload test (to verify the overload device triggers correctly). Speed is measured in both directions and compared to the rated speed. These tests verify that the traction system, brakes, safety gear and controller are all functioning within specification. Results are recorded and form part of the annual compliance documentation.
- What is AS 1735 and why does it matter for elevator maintenance?
- AS 1735 is the Australian Standard for Lifts, Escalators and Moving Walks. It sets requirements for design, installation, maintenance and inspection of elevators. Annual compliance inspections under AS 1735 verify that the elevator meets safety and performance standards. A compliance certificate is typically required by the building authority or regulator and must be renewed annually. Failure to maintain compliance can result in a shutdown notice from the regulator.
- Is the template free to use without MapTrack?
- Yes. Download and use the elevator annual service procedure for free. Open the file and use your browser's Print, then Save as PDF. No MapTrack account required. If you later want digital service procedures linked to each elevator with scheduling, compliance tracking and alerts, we would be happy to show you MapTrack.
Need digital elevator service procedures with compliance tracking?
Register every elevator in MapTrack. Set up quarterly and annual service schedules, complete procedures on mobile, track compliance certificates and get automatic alerts when the next service is due.