What condition would trigger air conditioning unit service (split, vrf, packaged) instead of the calendar?

Supply air temperature differential below the commissioned value by 3 C, compressor run time rising for the same load, filter differential high, or refrigerant leak detection

What evidence does air conditioning unit service (split, vrf, packaged) produce for an ISO 55001 or ISO 45001 audit?

Controller trend per unit against commissioning values and the service keyed to it

Every task type · HVAC

Air conditioning unit service (split, VRF, packaged)

Q: Can air conditioning unit service (split, vrf, packaged) move from a fixed interval to a condition-based check?

Partly: part of the task converts to a condition and part stays on the calendar. Performance converts to the controller trend; the refrigerant leak check on systems above the charge threshold is statutory and stays on its own line.

A unit that is losing capacity shows a smaller temperature split and longer run hours. The quarterly service is a technician reading what the controller already knows.

What does air conditioning unit service (split, VRF, packaged) involve?

Air conditioning unit service (split, VRF, packaged) checks: supply and return air temperature differential, compressor run hours, filter differential, controller fault codes. Observed by unit controller or BMS trend; differential pressure switch on the filter. Performance converts to the controller trend; the refrigerant leak check on systems above the charge threshold is statutory and stays on its own line.

partly

part of the task converts to a condition and part stays on the calendar

Unit controller or BMS trend; differential pressure switch on the filter

how the condition is observed

HVAC

asset class

Condition that replaces the interval: Supply air temperature differential below the commissioned value by 3 C, compressor run time rising for the same load, filter differential high, or refrigerant leak detection
Reading that proves it: Supply and return air temperature differential, compressor run hours, filter differential, controller fault codes
Why the interval stays: Performance converts to the controller trend; the refrigerant leak check on systems above the charge threshold is statutory and stays on its own line.
Evidence an auditor accepts: Controller trend per unit against commissioning values and the service keyed to it
First move: Record the commissioned temperature split on each unit; that is the reference the trend falls from.

What it is evidence for

Clause references from the published standards text. A clause marked reference is named, not reproduced.

Calendar tasks a monitored condition could replace ISO 55001:2014 9.1 · ISO 55001:2014 8.1 · ISO 55001:2014 6.2.2 · ISO 55001:2014 8.2 · ISO 55001:2014 10.3 · ISO 45001:2018 8.1.3

ISO 55001:2014 9.1 Monitoring, measurement, analysis and evaluation

The organization decides what is to be monitored and measured, which methods of monitoring, measurement, analysis and evaluation will give valid results, when monitoring and measuring take place, and when results are analysed and evaluated. It assesses and reports on how the assets perform, on how asset management perf...

Evidence an auditor accepts: Performance measurement framework covering asset, asset management and system performance; Condition, reliability and cost data with defined collection methods; Periodic performance reports (financial and non-financial)

ISO 55001:2014 8.1 Operational planning and control

The organization plans, carries out and controls the processes needed to satisfy requirements and to deliver three things: the asset management plans set out under 6.2, the actions on risks and opportunities decided under 6.1, and the preventive and corrective actions decided under clauses 10.1 and 10.2. It does so by ...

Evidence an auditor accepts: Procedures and work instructions for life-cycle activities (acquire, operate, maintain, renew, dispose); Process criteria and performance measures; Work records demonstrating activities carried out as planned

ISO 55001:2014 6.2.2 Planning to achieve asset management objectives

The organization joins up its planning for asset management objectives with the rest of its planning, including finance, human resources and other support functions. It sets up, documents and maintains asset management plans that state the method and criteria for making decisions, the processes and methods for managing...

Evidence an auditor accepts: Asset management plans per asset class or system with activities, resources, owners and dates; Documented decision-making method and criteria for prioritising activities; Life-cycle cost or whole-of-life models supporting the plans

ISO 55001:2014 8.2 Management of change

Before any planned change is made, whether temporary or permanent, that could affect whether the asset management objectives are met, its risks are assessed, and the organization makes sure those risks are handled as 6.1 and 6.2.2 require. It controls changes it has planned and reviews the consequences of changes that ...

Evidence an auditor accepts: Change management procedure covering assets, processes, organization and suppliers; Change risk assessments prior to implementation; Post-implementation reviews of unintended consequences

ISO 55001:2014 10.3 Continual improvement

The organization keeps making both its asset management and its system for it more suitable, more adequate and more effective.

Evidence an auditor accepts: Improvement register with sources (audits, reviews, performance analysis, incidents); Evidence of improvements implemented and their measured effect; Trend of performance measures over time

ISO 45001:2018 8.1.3 Management of change

The organization sets up processes to put in place, and keep under control, planned changes, temporary or permanent, that affect OH&S performance. These include: new products, services and processes, or alterations to existing ones (such as where workplaces are and what surrounds them, how work is organized, working co...

Evidence an auditor accepts: Management of change procedure covering all listed change types; Change risk assessments before implementation; Records of unintended changes reviewed and mitigated

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Paste your maintenance schedule or log and get this classification for every line at once, with the findings, the overdue items and the clauses the register is evidence for. First 15 items free, no account.

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