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Explore our collection of 38 free preventive maintenance checklists

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Otis elevator maintenance checklist

Otis elevator maintenance checklist

Stay on top of elevator safety and performance with this checklist. It covers critical inspection points, from car interiors to machine room components.

Use this template
or download pdf
Otis elevator maintenance checklist

Stay on top of elevator safety and performance with this checklist. It covers critical inspection points, from car interiors to machine room components.

Use this template
or download pdf

About the Otis elevator maintenance checklist

This Otis elevator maintenance checklist helps you standardize routine inspections, making sure every component from the car interior to the pit gets the attention it needs. You’ll be able to streamline your process, reduce errors, and keep elevators in good condition. It’s designed to support teams in the field with easy-to-follow steps, covering key areas like emergency systems and hoistway components.

A step-by-step guide to using the Otis elevator maintenance checklist

Here’s how to make the most of the template:

  1. Customize the checklist to fit your equipment. Start by tailoring the template in the Lumiform app. Add specific elevator IDs, locations, or additional checks based on the models you manage. This helps your team focus on the right components without missing critical details.
  2. Assign the checklist to maintenance staff. Once customized, assign the checklist to the responsible technician. With mobile access, they can complete inspections directly on-site, even in areas with limited connectivity.
  3. Conduct thorough inspections on-site. Technicians follow the checklist step-by-step, inspecting everything from car interiors to hoistway components. They can upload photos, add notes, and even mark urgent issues for follow-up—all in real time.
  4. Track maintenance tasks and actions. If there are issues, create action tasks directly within the app to address them. Assign these tasks to the right team members and set deadlines, so nothing falls through the cracks.
  5. Review and analyze inspection data. Once you’ve completed inspections, managers can review the data, track recurring issues, and analyze trends. This helps you plan proactive maintenance, reduce downtime, and improve elevator safety over time.

Why you should use an Otis elevator maintenance checklist

Using the Otis elevator maintenance checklist helps you move beyond basic inspections and into a more organized, reliable maintenance process. It provides an organized approach that reduces the risk of overlooking critical components like hoist ropes or door operations.

With a standardized checklist, you can easily track inspection history, identify recurring issues, and spot trends that might signal bigger problems. This not only improves safety but also helps extend the lifespan of your equipment. Plus, having digital records makes audits and compliance checks faster and less stressful.

Most importantly, the checklist keeps your maintenance team aligned. Everyone knows exactly what to inspect, how to document it, and what actions to take if issues arise—making your workflow more efficient and your elevators more reliable.

Download your Otis elevator maintenance checklist today

Keeping up with elevator maintenance is easier with this checklist. It gives you a clear, systematic way to document inspections, track issues, and stay on top of critical maintenance tasks. From car interiors to machine rooms, you can cover every key detail to keep your elevator running safely and efficiently.

Related categories

  • Operational excellence templates
  • Facility management templates
  • Maintenance templates
Preview of the template
Page 1
General Information
Elevator ID
Building Name
geolocation!!!
Date
Car Interior
Check car lighting
Inspect car walls, floor and ceiling for damage
Ensure car doors operate smoothly
Check emergency stop switch
Verify emergency phone/intercom operation
Machine Room
Check motor/generator operation
Inspect electrical connections
Check brake operation
Inspect controller/selector
Verify emergency stop switch
Hoistway
Inspect car and counterweight guide rails
Check car and counterweight roller guides
Inspect car and counterweight buffers
Check hoistway switches and limits
Verify hoistway doors operation
Pit
Inspect pit ladders and lighting
Check car and counterweight buffers
Verify pit stop switch operation
Inspect hoist ropes and sheaves
Check governor rope and sheaves
Notes
Provide any additional notes or comments

More templates like this

Bucket elevator maintenance checklist
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This elevator maintenance checklist form is used for scheduled elevator maintenance inspections.
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Use this template to clearly describe the specifications and ride quality of the elevator before commissioning.
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Monthly elevator maintenance checklist
Stay on top of elevator performance with this checklist. It covers important areas like car operations and safety systems so you can conduct organized, consistent inspections.
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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Equipment maintenance: A detailed guide to longevity and optimal performanceBuilding maintenance: A comprehensive guide (with case studies & free examples)Maintenance: Game-changing strategies to boost ROI now
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Template collections

See comprehensive collections of best practice templates related to this topic.

10 free equipment preventive maintenance checklists14 free building maintenance checklist templatesFree 39 preventive maintenance checklist templates for every industry
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Equipment maintenance software Maintenance softwareElevator Management App
See all use cases

Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

4 types of predictive maintenance for your business6 main types of maintenance6 benefits of maintenanceMaintenance: best practices and benefits

Frequently asked questions

Who is qualified to perform maintenance on elevators?

Only certified elevator technicians with specialized training should perform maintenance. These professionals are familiar with the specific elevator model’s components, safety protocols, and diagnostic tools. They’re typically licensed and hold certifications. Unqualified personnel should never attempt elevator repairs, as it poses serious safety risks.

What are common issues found during elevator maintenance?

Technicians often encounter issues like worn-out hoist ropes, malfunctioning door operators, faulty brake systems, and electrical problems in the control panel. Other common problems include misaligned guide rails, degraded buffers, and issues with emergency communication systems. Regular maintenance helps catch these early, preventing costly repairs or unexpected downtime.

How do I spot early signs of elevator malfunction?

Look out for unusual noises like grinding, squeaking, or rattling during operation. Slower-than-usual response times, uneven leveling with floors, jerky movements, or frequent breakdowns can also signal issues. Flickering lights in the car or delayed door operations are red flags too.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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