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Facilities Management

Generator Inspection Form

A generator inspection form for standby and emergency generators: the enclosure, fuel, oil, coolant and exhaust, starting batteries and charger, controls, a run test with load, voltage, frequency and temperature readings, the automatic transfer switch, annual service items, and a close-out that confirms the set was left in AUTO.

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Fill this in and download the finished PDF. Your answers stay on this device as you type. We ask for an email address once, at the download.

This form checks the generator on its own. Walking the rest of the building's plant and fabric on a preventive round? That has its own page: Building maintenance checklist

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1

Generator and Visit Details

Which set, what it backs up, and what kind of visit this is.

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Changes which fuel checks appear below.

A quarterly or annual service adds the deeper service items near the end.

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2

Enclosure and Surroundings

Before you open a panel: the room or housing the set lives in.

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A set on AUTO can start without warning while someone has their hands in it.

3

Fuel System

Enough fuel, clean fuel, and nothing leaking.

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Your plan sets the figure. Many sites hold enough for a day or more at full load.

4

Oil, Coolant, Air and Exhaust

The engine at rest — levels, belts, hoses and the way out for the exhaust.

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A refractometer or test strips. N/A on a weekly look-over if it is tested at service.

Residue means the set is being run too lightly. Note it and plan a run on real load or a load bank.

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5

Starting Batteries and Charger

The most common reason a standby set fails to start.

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Flooded batteries only. N/A for sealed batteries.

Many maintainers replace starting batteries every three to four years, however well they test.

6

Controls and Alarms

What the controller says before anything is started.

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If not, find out who left it otherwise and why — and write it down.

7

Run Test

Started, loaded, measured, and stopped the way it would be for real.

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Answer No and this whole section folds away. It is not counted in the score.

8

Automatic Transfer Switch

The switch that moves the building onto the generator and back.

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Answer No and this whole section folds away. It is not counted in the score.

9

Left Ready and Sign-Off

The state you left it in — the last thing that matters.

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The commonest fault after a test is a generator left in OFF or MANUAL. Look before you leave.

Corrective actions

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A generator inspection form is the record that a standby generator was looked at, run and left ready — so that when the power fails it starts, takes the load and keeps it. This one covers the weekly look-over, the monthly run under load and the deeper annual service in one form, with the readings that show a set is healthy written down rather than ticked. Fill it in here and download the report as a PDF, or use it on your phone beside the set: speak while you walk, and the document writes itself.

Why standby generators fail on the day

A standby set spends almost its whole life sitting still, which is exactly what it is worst at. Starting batteries run down or age out, diesel picks up water and grows sludge, coolant heaters fail and the engine sits cold, and a set that is only ever started for five minutes off load slowly coats its exhaust with unburned fuel.

Most of those failures give warning to anyone who looks. That is what a routine inspection is: someone checking the things that quietly fail, writing down what they found, and making sure the set is back in AUTO before they leave.

Weekly, monthly, annual

Choose the type of visit at the top and the form adjusts. A weekly check is a look-over without necessarily running the set: fuel, fluids, leaks, battery and charger, and the controller showing no alarms. A monthly visit adds a run under load and, where there is one, a transfer-switch test. A quarterly or annual service adds the deeper items — proving the shutdown safeties, the alternator, connections and mounts — that the maker's schedule calls for.

For emergency power systems in the US, NFPA 110 sets the maintenance and testing regime and many authorities adopt it, often through the fire or health code. It asks for weekly inspection and a monthly exercise under load. Check the edition your authority has adopted and the maker's manual, and use this form to record what you did.

Run it under real load

A diesel engine run lightly never gets hot enough to burn all its fuel. The unburned fuel and soot collect in the exhaust as a black, oily residue — wet stacking — and over time it costs power and reliability. Running on building load through the transfer switch, or on a load bank, is the cure.

NFPA 110 asks for monthly runs of at least 30 minutes at no less than 30 percent of the nameplate rating, or at a load that brings the exhaust up to the maker's recommended temperature, with a load-bank test when that cannot be met. Record the load you actually carried so the pattern is visible over a year.

Readings worth writing down

A tick that says "run test OK" tells the next technician nothing. The numbers do. Battery voltage at rest, start time, load in kilowatts or as a share of the rating, volts and amps on each phase, frequency, oil pressure and coolant temperature, and the run-hours meter before and after. Compared month to month, they show a weakening battery or a cooling problem well before a failed start.

Common questions

How often should a standby generator be inspected?

Commonly a weekly visual inspection, a monthly run under load, and a full service once or twice a year to the maker's schedule. Emergency systems that serve life-safety loads often have these intervals set by the code your authority has adopted, such as NFPA 110 in the US.

How long should a generator run during a monthly test?

Under NFPA 110, at least 30 minutes under load — typically no less than 30 percent of the nameplate rating, or enough to reach the maker's recommended exhaust temperature. A short run with no load does little except use fuel and contribute to wet stacking.

What is wet stacking?

Unburned fuel and soot collecting in the exhaust of a diesel engine that is run too lightly. You see it as black, oily residue at exhaust joints or the outlet. Regular runs under real load, and a load bank when the building load is too low, prevent it.

Do I need a load bank?

Only when the building cannot give the set enough load during its monthly runs. Many sites hire one for the annual test anyway, because it lets the set run at a higher, steady load without disturbing the building.

Does this form work for natural gas and propane generators?

Yes. Pick the fuel in the details and the diesel-only checks — water in the fuel, fuel quality, the day tank — are hidden and kept out of the score, while a gas supply check appears instead.

Does this replace the maker's service schedule?

No. The maker's manual decides service intervals, oil and coolant specifications and test procedures. This form records that the inspection and service were done and what was found.