Checklist template

Elevator and escalator service check

A ready-to-use checklist with 118 items in 6 sections, covering Cab condition, Operation, Emergency phone, Machine room, Escalators, Service records. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 118 Items
  • 96 Yes / No checks
  • 6 Scored ratings
  • 126 Points

Use this template How audits work

1. Cab condition 19 items

  1. Number or location of the elevator checked Short text
  2. All cab lights are working Yes / No 1 pt
  3. Cab wall panels are free of gouges and loose trim Yes / No 1 pt
  4. Cab handrails are tightly attached Yes / No 1 pt
  5. The cab floor covering is free of tears, lifted edges and loose tiles Yes / No 1 pt
  6. The car door sill grooves are free of debris Yes / No 1 pt
  7. Hall door sill grooves are free of debris at each landing checked Yes / No 1 pt
  8. Every button on the car operating panel is present, with none cracked or stuck Yes / No 1 pt
  9. Braille and raised markings beside the car buttons are intact Yes / No 1 pt
  10. The position indicator in the cab shows the correct floor Yes / No 1 pt
  11. The capacity plate is posted and legible Yes / No 1 pt
  12. A current operating permit is posted or available as required by local regulation Yes / No 1 pt
  13. Expiry date on the operating permit Date
  14. The cab ventilation fan runs Yes / No 1 pt
  15. Hall call buttons light when pressed at each landing checked Yes / No 1 pt
  16. Hall doors and frames are free of dents that affect closing Yes / No 1 pt
  17. A sign telling passengers to use the stairs in a fire is posted at each hall station Yes / No 1 pt
  18. No stock or carts are stored in the cab or in front of the hall doors Yes / No 1 pt
  19. Cab condition Rating
    • Clean, undamaged and fully working 5 pts
    • Cosmetic wear only 4 pts
    • Damaged finishes or failed lights or buttons 2 pts
    • Trip edge, exposed wiring or no working light in the cab 1 pt

2. Operation 19 items

  1. The car stops within 1/2 in (13 mm) of floor level at each landing checked Yes / No 1 pt
  2. Largest leveling difference observed (in or mm) Number
  3. Doors open fully without hesitation Yes / No 1 pt
  4. Doors close smoothly without slamming or scraping Yes / No 1 pt
  5. Doors reopen when the door edge or light curtain is interrupted Yes / No 1 pt
  6. Doors stay open long enough for a person using a wheelchair or a cart to enter Yes / No 1 pt
  7. The ride is smooth, with no jerk at starting or stopping Yes / No 1 pt
  8. There is no scraping, squealing or knocking during travel Yes / No 1 pt
  9. The car answers every floor button registered Yes / No 1 pt
  10. A hall call placed at the top landing brings a car without the button being pressed a second time Yes / No 1 pt
  11. The alarm bell sounds when the alarm button is pressed Yes / No 1 pt
  12. The fire recall key switch at the main landing is intact and labeled Yes / No 1 pt
  13. The fire service key is kept at the location required by local regulation Yes / No 1 pt
  14. Fire recall operation is tested and logged as required by local regulation Yes / No 1 pt
  15. Hall doors cannot be opened by hand when the car is not at the landing Yes / No 1 pt
  16. Freight elevator gates and their interlocks work, where fitted Yes / No 1 pt
  17. Number of elevators out of service at the time of the check Number
  18. Out-of-service elevators are signed at every landing Yes / No 1 pt
  19. Elevator operation Rating
    • Smooth, level and quiet 5 pts
    • Minor noise or door hesitation 3 pts
    • Mis-leveling, door faults or unit out of service 1 pt

3. Emergency phone 18 items

  1. An emergency phone or call button is present and identified in the cab Yes / No 1 pt
  2. A test call from the cab reached a live person Yes / No 1 pt
  3. Seconds from pressing the call button to an answer Number
  4. The person answering identified the building and the elevator without being told Yes / No 1 pt
  5. Speech was clear in both directions Yes / No 1 pt
  6. The call-acknowledged light in the cab came on during the test call Yes / No 1 pt
  7. Instructions beside the phone are legible and include raised characters Yes / No 1 pt
  8. The emergency phone is tested and logged on the schedule set by company policy Yes / No 1 pt
  9. Date of the last logged emergency phone test Date
  10. The monitoring company's call list for the site names current contacts Yes / No 1 pt
  11. Staff on duty can describe the trapped-passenger procedure: stay in contact, call the contractor, never force the doors Yes / No 1 pt
  12. The trapped-passenger procedure is posted at the manager's office or security desk Yes / No 1 pt
  13. The elevator contractor's 24-hour emergency number is posted at the main landing or the machine room Yes / No 1 pt
  14. The building address and the elevator number are posted inside the cab Yes / No 1 pt
  15. The alarm bell can be heard at the main landing with the doors closed Yes / No 1 pt
  16. Each entrapment in the last 12 months is logged with its duration and the response time Yes / No 1 pt
  17. Number of entrapments in the last 12 months Number
  18. Emergency communication from the cab Rating
    • Answered promptly with location identified 5 pts
    • Answered, but slow or location unknown 3 pts
    • No answer or phone not working 1 pt

4. Machine room 19 items

  1. The machine room door is locked Yes / No 1 pt
  2. The machine room key is held by authorized persons only Yes / No 1 pt
  3. The room holds no storage unrelated to the elevator Yes / No 1 pt
  4. The floor is free of oil Yes / No 1 pt
  5. The hydraulic pump unit and its piping show no oil leaks Yes / No 1 pt
  6. The oil level in the hydraulic tank is within the marks on the sight gauge, where visible Yes / No 1 pt
  7. Machine room temperature (°F or °C) Number
  8. The room temperature is within the range posted by the equipment manufacturer Yes / No 1 pt
  9. The room's ventilation or cooling unit is running Yes / No 1 pt
  10. The main disconnect is labeled with the elevator number Yes / No 1 pt
  11. The space in front of the disconnect is clear Yes / No 1 pt
  12. A fire extinguisher rated for electrical fires is mounted in or just outside the room Yes / No 1 pt
  13. Controller cabinet doors are closed Yes / No 1 pt
  14. The controller display shows no fault code Yes / No 1 pt
  15. The maintenance log is kept in the room Yes / No 1 pt
  16. No water leaks or drips onto the equipment Yes / No 1 pt
  17. Guards over sheaves, ropes and other moving parts are in place Yes / No 1 pt
  18. The contractor's last service ticket reports the pit as dry and free of trash Yes / No 1 pt
  19. Machine room Rating
    • Locked, clean, cool and dry 5 pts
    • Minor housekeeping issues 3 pts
    • Storage, leaks, heat or unsecured door 1 pt

5. Escalators 22 items

  1. Number of escalators and moving walks at the site Number
  2. The steps were watched through one full revolution at the start-up check before public use Yes / No 1 pt
  3. Each escalator runs in its posted direction Yes / No 1 pt
  4. Steps are free of cracks and broken cleats Yes / No 1 pt
  5. Yellow demarcation lines on the step edges are visible Yes / No 1 pt
  6. Every comb plate tooth is present at the upper landing Yes / No 1 pt
  7. Every comb plate tooth is present at the lower landing Yes / No 1 pt
  8. Handrails move at the same speed as the steps Yes / No 1 pt
  9. Handrails are free of cuts, nicks and sticky residue Yes / No 1 pt
  10. Handrail entry guards at the newels are in place Yes / No 1 pt
  11. Skirt panels are smooth, with no snag points Yes / No 1 pt
  12. Skirt deflector brushes are intact along their full length Yes / No 1 pt
  13. Steps run without rubbing against the skirt panels Yes / No 1 pt
  14. Balustrade glass and trim are free of cracks and loose pieces Yes / No 1 pt
  15. Landing plates sit flush and do not rock Yes / No 1 pt
  16. Emergency stop buttons at the top and bottom are labeled and unobstructed Yes / No 1 pt
  17. The emergency stop test is done and logged on the schedule set by company policy Yes / No 1 pt
  18. Safety signs (hold the handrail, no strollers) are posted at both landings Yes / No 1 pt
  19. Landings are kept clear of displays, queue lines and loose mats Yes / No 1 pt
  20. The escalator runs without clicking, grinding or step vibration Yes / No 1 pt
  21. Barricades are set at both ends when a unit is stopped for service or cleaning Yes / No 1 pt
  22. Escalator condition Rating
    • Running smoothly with all safety devices intact 5 pts
    • Minor cosmetic defects 3 pts
    • Damaged step, comb or handrail, or unit stopped 1 pt

6. Service records 21 items

  1. The contractor's maintenance visits took place at the frequency in the contract Yes / No 1 pt
  2. Date of the last maintenance visit Date
  3. A service ticket for each visit names the unit and the work done Yes / No 1 pt
  4. The technician signed the on-site maintenance log at the last visit Yes / No 1 pt
  5. Each callback is logged with its cause and the arrival time Yes / No 1 pt
  6. Number of callbacks in the last 90 days Number
  7. The contractor arrived within the contract response time for the last callback Yes / No 1 pt
  8. Repeat faults on the same unit were escalated to the contractor's account manager Yes / No 1 pt
  9. The periodic inspection by the authority or a third-party inspector is current as required by local regulation Yes / No 1 pt
  10. Date of the last periodic inspection Date
  11. Deficiencies from the last periodic inspection were corrected by their due date Yes / No 1 pt
  12. Periodic safety tests are tagged or recorded as required by local regulation Yes / No 1 pt
  13. Daily start-up checks for the escalators are recorded Yes / No 1 pt
  14. Days out of service across all units in the last 90 days Number
  15. Repair quotes from the contractor have been reviewed and answered Yes / No 1 pt
  16. A copy of the maintenance contract showing the covered parts is on file Yes / No 1 pt
  17. The elevator contractor's certificate of insurance on file is current Yes / No 1 pt
  18. Name of the elevator contractor Short text
  19. Name of the site manager Short text
  20. Overall reliability and service of the vertical transportation Rating
    • Reliable, with service on schedule 5 pts
    • Some callbacks or late visits 3 pts
    • Frequent outages or missed service 1 pt
  21. Defects found and service requests to raise Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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