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Active chilled beam quarterly maintenance checklist

A quarterly active chilled beam round is short on purpose: it catches the wear items that fail between annual services. This checklist is sized for a tech with a phone. Every item says what to look at and the photo that proves the round happened. Work is commonly verified against IMC (mechanical code), manufacturer's published instructions. Confirm the edition your authority having jurisdiction has adopted.

Items
4
Photos required
6

Who runs it

The HVAC or controls tech on the quarterly round, working from a lift or ceiling access.

When in the schedule

Every quarter, because beams run dewpoint-close by design and a little coil fouling or a failed valve is what turns a tuned unit into a dripping ceiling.

The checklist

Every item, and the photo that proves it

The photo count on each row is what RTI would require before the item can be submitted. Copy the list as is, or load it into RTI and let the gate enforce it.

01

Coil and water side

  • Coil clean and control valve stroking correctly

    Coil face and fins clean, no lint mat, control valve modulating and seating fully, no weeping at connections.

    2 photos
  • Supply water temperature held above room dewpoint

    Chilled-water supply reset above the space dewpoint, no condensation on the coil, casing or connecting pipe insulation.

    2 photos
02

Nozzles and primary air

  • Induction nozzles clear and primary air proven

    Nozzles free of dust and lint, primary air plenum pressurized and delivering conditioned, dehumidified air, no whistling or blockage.

    1 photo
03

Condensation and controls

  • No condensation and dewpoint/leak controls responding

    Beam, casing and ceiling dry, condensation or dewpoint sensor and any leak detector active, valve closing on a dewpoint alarm.

    1 photo

What usually sends this back

The failures are almost always the evidence, not the work

  • Chilled-water valve stuck open or supply temperature running below the room dewpoint, so the coil sweats and stains the ceiling.
  • Induction nozzles or the coil face fouled with lint and dust, cutting induced airflow and letting output collapse.
  • Primary (conditioned) air off, throttled or undehumidified, removing the drying air the beam relies on to stay above dewpoint.

Run it with the Photo Gate

A checklist nobody can submit half-finished

Load this list into RTI, stick a QR tag on the area it covers, and the submit button stays locked until every mandatory item is answered and the 6 required photos exist. Approved walks roll into a branded turnover package with a tamper-evident record behind every line.

Submission state

Mandatory items answered4 of 4
Photos attached3 of 6
Submit locked, 3 photos missing

The gate is enforced on the server, so it holds even if the phone is offline when the walk happens.

Verified against

Common questions

What does this active chilled beam quarterly checklist cover?
4 items across 3 sections, covering coil and water side, nozzles and primary air, condensation and controls. Each item spells out what the person walking the job is actually looking for, not just a box to tick.
Who should run this inspection?
The HVAC or controls tech on the quarterly round, working from a lift or ceiling access.
When in the schedule should this walk happen?
Every quarter, because beams run dewpoint-close by design and a little coil fouling or a failed valve is what turns a tuned unit into a dripping ceiling.
Why does every item ask for a photo?
6 of the 4 items call for photo evidence. A checklist answer without the photo is a claim; the photo is what makes the record worth something in a dispute and lets a reviewer approve work without re-walking the job.
What most often fails a active chilled beam quarterly inspection?
Chilled-water valve stuck open or supply temperature running below the room dewpoint, so the coil sweats and stains the ceiling. Induction nozzles or the coil face fouled with lint and dust, cutting induced airflow and letting output collapse. Primary (conditioned) air off, throttled or undehumidified, removing the drying air the beam relies on to stay above dewpoint.
Can I use this checklist in RTI?
Yes. Start a free RTI workspace, build this list as a checklist, and the Photo Gate holds the submit button until every mandatory item is answered and its photos are attached. Approved inspections roll into a branded turnover package with a tamper-evident audit trail.