Transformer maintenance checklist template

If you discover oil leaks, document their location and severity immediately. Small leaks should be monitored closely while scheduling repairs. For significant leaks, de-energize the transformer when safe to do so and consult a qualified electrical engineer. Never ignore leaks as they can lead to insulation breakdown and catastrophic failure.

Unsatisfactory oil test results require immediate attention. Low dielectric strength indicates contamination, high acidity suggests oil degradation, and elevated moisture content points to potential insulation breakdown. Compare results to baseline readings and manufacturer specifications. Consider consulting with an oil analysis laboratory for detailed recommendations on oil filtration or replacement.

Track results over time to establish performance trends. Declining insulation resistance values, increasing oil acidity, or rising operating temperatures often precede failures. By documenting these patterns using the checklist, you can schedule proactive maintenance during planned outages rather than experiencing unexpected failures during critical operations.

Always de-energize and lock out/tag out the transformer before internal inspections or maintenance. Verify absence of voltage, establish proper grounding, and wear appropriate PPE including arc flash protection when working near energized equipment. Never perform oil sampling or internal inspections on energized transformers, regardless of your experience level.