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5 elevator maintenance checklists for better safety

5 elevator maintenance checklists for better safety

Hero author imageBy Ima Ocon
•
February 7th, 2025
•
4 min read
Hero image

Table of contents

  • Essential elevator maintenance checklists
    • 1. Elevator maintenance checklist
    • 2. Monthly elevator maintenance checklist
    • 3. Bucket elevator maintenance checklist
    • 4. Otis elevator maintenance checklist
    • 5. Elevator preventive maintenance checklist
  • How to create an elevator maintenance checklist template in Lumiform

Regular, thorough maintenance is a key part of keeping elevators running safely, with minimum downtime. With an elevator maintenance checklist, you’ll find it easier to stay on top of routine inspections and keep up a consistent schedule. You’ll also have a detailed record of tasks accomplished, which helps with regulatory compliance.

The elevator maintenance checklists below are effective tools for having an organized process, allowing you to troubleshoot and address problems promptly.

Essential elevator maintenance checklists

Use these checklists as digital forms with advanced collaboration features or download them as PDFs:

  1. Elevator maintenance checklist

    Elevator maintenance checklist
    Use this templateSee details
    Staying on top of elevator maintenance is key to preventing unexpected breakdowns and ensuring passenger safety. This checklist covers essential tasks, from inspecting door operations and emergency alarms to checking cables, brakes, and lubrication points. With its clear, step-by-step format, you’ll be able to record completed tasks and spot potential issues early. You can customize the checklist by adding specific inspection points based on your elevator model or building requirements, such as specialized equipment checks or local safety regulations.
    Use this templateSee details
  2. Monthly elevator maintenance checklist

    Monthly elevator maintenance checklist
    Use this templateSee details
    For elevators that see heavy daily use, monthly maintenance is critical to catch minor issues before they become major problems. This checklist focuses on recurring tasks like checking motor performance, cleaning key components, testing emergency systems, and verifying proper leveling. It’s structured to help maintenance teams work efficiently without missing a step. You can tweak it by including equipment-specific checks and prioritizing tasks based on wear patterns.
    Use this templateSee details
  3. Bucket elevator maintenance checklist

    Bucket elevator maintenance checklist
    Use this templateSee details
    Bucket elevators handle heavy loads in tough environments, making routine maintenance essential for safety and efficiency. This checklist is designed to guide you through key inspections, from checking belt tension and alignment to examining buckets, pulleys, and discharge points. It helps you stay organized and spot wear and tear before it leads to downtime. Customize it to fit your specific system by adding details like lubrication schedules or safety mechanism tests.
    Use this templateSee details
  4. Otis elevator maintenance checklist

    Otis elevator maintenance checklist
    Use this templateSee details
    Maintaining Otis elevators requires attention to both general safety checks and brand-specific components. This checklist is tailored to cover critical areas like door operation systems, brake functions, controller diagnostics, and emergency communication devices. It’s designed to help technicians perform thorough inspections while ensuring compliance with Otis maintenance protocols. You can modify the checklist by adding safety requirements specific to your company.
    Use this templateSee details
  5. Elevator preventive maintenance checklist

    Elevator preventive maintenance checklist
    Use this templateSee details
    Preventive maintenance goes beyond fixing problems—it’s about stopping problems before they start. This checklist helps you create a proactive maintenance routine, from inspecting safety devices to monitoring control systems. Its organized structure ensures you can be thorough with details during regular service checks. To make it even more effective, customize the checklist to reflect your elevator types, usage levels, and compliance requirements.
    Use this templateSee details

How to create an elevator maintenance checklist template in Lumiform

You can use Lumiform to create a checklist that fits your team’s workflow exactly. Start by using one of the customizable templates above as your foundation, or create a new one using the AI form builder. You can then add or remove inspection points, adjust task sequences, and include multiple input types like checkboxes, text fields, and even photo uploads.

For day-to-day use, the checklist works seamlessly on the mobile app, so technicians can complete inspections directly onsite without missing details. You can also assign tasks when issues are flagged, making follow-ups fast and organized.After inspections, Lumiform helps you analyze data and generate reports, giving you clear insights into recurring problems and maintenance trends so you can improve long-term elevator performance.


Frequently asked questions

What are the most common elevator maintenance mistakes to avoid?

One of the biggest mistakes is neglecting regular maintenance schedules, which can lead to unnoticed wear and tear. Relying only on reactive repairs instead of proactive checks often results in costly breakdowns. Another common issue is improper record-keeping—without detailed logs, it’s hard to track recurring problems.

What are the signs that an elevator needs immediate maintenance?

If an elevator shows sudden jerky movements, unusual noises like grinding or squeaking, or inconsistent floor leveling, it needs urgent attention. Delayed door responses, unexpected stops between floors, or flickering lights can also indicate electrical or mechanical issues. Strong burning smells or overheating are red flags that signal potential fire hazards.

Who is responsible for elevator preventive maintenance in a building?

Building owners are typically responsible for arranging elevator preventive maintenance, but the task often gets delegated to property managers or facility maintenance teams. They coordinate with certified elevator technicians to schedule inspections, manage repairs, and maintain proper documentation.

Author
Ima Ocon
Ima is a writer and editor who specializes in technology, with experience crafting content for companies like Canva and FluentU. She's passionate about startups, remote work, and language learning, as well as the applications of AI in marketing. Currently, she is based in Asia, and she previously studied in Taiwan and Singapore.
Lumiform offers innovative software to streamline frontline workflows. With over 12,000 ready-to-use templates or custom digital forms, organizations can increase efficiency and automate key business processes. The platform is particularly user-friendly, offering advanced reporting capabilities and powerful logic functions that enable automated solutions for standardized workflows. Discover the transformative potential of Lumiform to optimize your frontline workflows. Learn more about the product

Related categories

  • Operational excellence
  • Facility management
  • Maintenance

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