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Escalator annual maintenance checklist

The annual escalator 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 ASME A17.1 safety code for elevators and escalators, 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

Taking the unit out of service

  • Owner told the escalator will be out of service

    Owner and building staff told when the unit stops and for how long, with the alternate route signed so riders are not left looking for a way between floors.

    No photo
  • Both landings closed off before any plate is lifted

    Full barricades and out-of-service signs at the top and bottom set before the mechanic lifts a landing plate or removes a step, kept in place until the unit is released.

02

Safety devices exercised by the contractor

  • Step, skirt and comb safety devices observed during the contractor's test

    Skirt-obstruction, missing-step, comb-impact and handrail-entry devices exercised by the contractor and seen stopping the unit, results noted against what the contractor records.

  • Broken-step-chain and speed governor checks observed

    Contractor's checks of the step chain and overspeed governor witnessed, the unit seen shutting down on the intended fault rather than assumed.

  • Step-to-skirt clearance measured along both sides

    Mechanic's gauge run down both skirts with the unit stopped, clearance within the manufacturer's range at every point, a measured value beyond the quarterly look.

  • Handrail and step speeds measured by the mechanic

    Each handrail's speed read against the step speed on the mechanic's tachometer, within the manufacturer's tolerance and recorded, not judged by eye as on the quarterly round.

  • Brake stopping distance measured and compared with last year

    Mechanic's measured stop from rated speed with the steps empty, within the manufacturer's range and set against last year's recorded distance.

    No photo
03

Pit and machine space

  • Mechanic's lock and tag observed before the machine space is entered

    Lock and tag on the main disconnect and every other source feeding the drive and controller, hung by the mechanic under the site's procedure and verified dead before hands go in.

  • Pit and truss interior housekeeping observed

    Pit and step-band area free of accumulated lint, debris and lost items, no oil pooling under the drive, access panels refitted after the contractor's work.

  • Machine space, drive and lighting observed

    Drive machine and controller free of leaks or scorching, machine-space lighting and the stop switch functional, nothing stored in the space.

  • Drive train and step rollers observed from the machine space

    Drive chain or gear train lubricated per the manufacturer with no dry or stretched links reported, step rollers seen through the opening with no flat spots or cracked tires.

  • Controller seen with no jumper or bypass left before release

    Mechanic shows every jumper, bypass switch and test link removed or back to normal at the controller, and the safety circuit closed, before the unit is released.

    No photo
  • Plates refitted and the unit run before the barricades come down

    Landing plates flush and fastened, combs meshing, locks removed by the mechanic who hung them, unit run empty in both directions before riders are let back on.

04

Documentation

  • Contractor findings and open items recorded on the building side

    Any deficiency the contractor calls out logged with a photo and a date on the site record so it can be tracked to closure separate from the contractor's report.

  • Elevator inspector's periodic test and report on file

    Date the elevator inspector witnessed the periodic test and the inspector's report kept on file, with the renewed certificate from the AHJ replacing the posted copy.

    No photo

What usually sends this back

The failures are almost always the evidence, not the work

  • The contractor's test happens but nothing on the building side records which safety devices were exercised, so the site has no dated photo when the AHJ asks.
  • Lint, wrappers and lost items built up in the pit and around the machine drive photographed as 'housekeeping' when it's a genuine fire and jam risk under the steps.
  • A skirt-obstruction or missing-step device the contractor flags left unrecorded on the building's side, so the follow-up never gets tracked to closure.

Verified against

Common questions

6 answers

What does this escalator annual checklist cover?
15 items across 4 sections, covering taking the unit out of service, safety devices exercised by the contractor, pit and machine space, documentation. 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 facilities lead walking the annual service alongside the licensed elevator contractor and recording observations, while the contractor performs the code-required tests and adjustments.
When in the schedule should this walk happen?
Once a year, timed to the elevator contractor's scheduled service so the pit and machine space are open and the safety devices are exercised while the unit is under their control.
Why do these items ask for a photo?
11 of the 15 items call for photo evidence, 13 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 escalator annual inspection?
The contractor's test happens but nothing on the building side records which safety devices were exercised, so the site has no dated photo when the AHJ asks. Lint, wrappers and lost items built up in the pit and around the machine drive photographed as 'housekeeping' when it's a genuine fire and jam risk under the steps. A skirt-obstruction or missing-step device the contractor flags left unrecorded on the building's side, so the follow-up never gets tracked to closure.
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 13 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.