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Air and dirt separator annual maintenance checklist

The annual air and dirt separator service is the deep pass: the measurements, cleanings and tests a quarterly round doesn't reach. This checklist keeps the full service on record with the photos that make it defensible later. Work is commonly verified against IMC (mechanical code), manufacturer's published instructions. Confirm the edition your authority having jurisdiction has adopted.

The checklist

Every item, and the photo evidence it needs

The photo count on each row is what RTI would require before the item can be submitted. Work the list here and watch the gate hold, or load it into RTI and let it enforce the real thing.

01

Notice and isolation

  • As-found readings taken with the loop still running

    Loop pressure at the nearest gauge, plus any pressure drop across the separator, read and photographed before isolation so post-service readings have a baseline.

  • Owner told the loop loses flow while the separator is out

    Owner and building operator told when the loop goes down or onto bypass, with pumps and the heating or cooling plant held off by their own procedures while the separator is open.

    No photo
  • Isolation valves closed and tagged and the body relieved

    Inlet and outlet valves closed and tagged under the site's procedure, the body drained through the blowdown until flow stops and let cool before any head bolt is loosened.

02

Internal element

  • Coalescing element cleaned or replaced

    Separator isolated and drained, the internal coalescing medium pulled and cleaned or replaced per the instructions, magnetite and sludge flushed from the body before it closes back up.

    No photo
  • Magnetic insert cleaned and its sleeve checked where fitted

    Magnet withdrawn and captured magnetite wiped into a bag, the sleeve checked for cracks that would let loop water reach the magnet, then reseated, a step past the quarterly pull.

    No photo
  • Shell interior inspected where the model has a removable head

    Where the model has a removable head, inside of the shell, the inlet and outlet nozzles and the dirt leg checked for erosion, scale and pitting, findings shared with the treatment contractor.

    No photo
  • Dirt leg flushed clear and blowdown valve serviced

    Dirt leg flushed with clean water until it runs clear, blowdown valve stroked fully and repacked or replaced if it weeps, so next quarter's blowdown isn't blocked.

03

Vent and connections

  • Air vent serviced and connections resealed

    Automatic air vent cleaned or rebuilt, float and seat seen releasing air and reseating dry, flange gaskets and threaded connections resealed with no weeping on refill.

  • Head bolts torqued where the model has a removable head

    Where the model has a removable head, its bolts or clamp tightened in a cross pattern to the manufacturer's value with a torque wrench, so the gasket seals evenly without crushing.

    No photo
04

Refill and pressure

  • System refilled, vented and pressure confirmed

    Loop refilled and vented at the high points, isolation valves returned fully open, system pressure back at its fill value with the make-up not running on.

  • Pressure drop compared with the as-found after cleaning

    Where gauged, pressure drop across the separator read at normal flow and set against the as-found and commissioning values, a drop still high after cleaning reported.

    No photo
  • Glycol mix restored and checked after the drain

    On a glycol loop, drained volume replaced with the specified mix and concentration read on a refractometer, drained glycol disposed of per site rules.

    No photo
05

Close-up and record

  • Insulation refitted over the head and dirt leg

    Insulation removed for the service refitted and sealed, going further than the quarterly look, with the vapor barrier closed on a chilled loop so the body won't sweat.

  • Tags cleared and annual separator findings filed

    Isolation tags removed by whoever hung them, owner told flow is restored, and element, magnetite and pressure findings filed and sent to the treatment contractor.

    No photo

What usually sends this back

The failures are almost always the evidence, not the work

  • Element left in place and only blown down, so a medium packed with magnetite and sludge keeps shedding dirt back into the loop.
  • Separator isolated for service and the isolation valves left throttled or the vent capped afterward, so air collects with nowhere to go.

Verified against

Common questions

6 answers

What does this air and dirt separator annual checklist cover?
14 items across 5 sections, covering notice and isolation, internal element, vent and connections, refill and pressure, and more. 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 hydronic service tech on the annual mechanical service, isolating the separator to clean the internal element and service the vent.
When in the schedule should this walk happen?
Once a year, paired with the rest of the loop service, the pass that opens the separator to clean the coalescing medium the quarterly blowdown can't fully clear.
Why do these items ask for a photo?
6 of the 14 items call for photo evidence, 6 photos in all. 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 an air and dirt separator annual inspection?
Element left in place and only blown down, so a medium packed with magnetite and sludge keeps shedding dirt back into the loop. Separator isolated for service and the isolation valves left throttled or the vent capped afterward, so air collects with nowhere to go.
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.

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.

See all 508 checklists · 6741 items and 5984 photo requirements in total.