Custom Courses Engineering & Technical Maintenance

Preventive Maintenance for HVAC Systems Training

SAQA US AATICD-0257 | NQF 5 | Credits 10 | Duration 5 Days
From $913 per delegate

Description

This course equips learners with the knowledge and skills to perform preventive maintenance on HVAC systems, ensuring optimal performance, energy efficiency, and compliance with safety standards. Participants will understand key components, diagnostic techniques, and maintenance schedules to prolong equipment life and reduce breakdowns.

Learning Outcomes

  • Apply systematic inspection procedures to identify potential faults in HVAC components.
  • Analyze system performance data to determine maintenance priorities and schedules.
  • Evaluate the condition of filters, belts, coils, and refrigerant levels using appropriate tools.
  • Implement preventive maintenance tasks such as cleaning, lubrication, and component replacement.
  • Demonstrate compliance with health, safety, and environmental regulations during maintenance activities.
  • Document maintenance records and report findings to management for continuous improvement.

Target Audience

This course is designed for HVAC technicians, maintenance supervisors, and facilities managers seeking to enhance their preventive maintenance skills in commercial and industrial settings.

Prerequisites

None — open enrollment. However, basic understanding of HVAC systems is beneficial.

Course Outline

Day 1: Fundamentals of HVAC Systems and Safety

Objectives:
• Understand the basic principles of heating, ventilation, and air conditioning.
• Identify major components of HVAC systems and their functions.
• Apply workplace safety procedures and relevant regulations.
• Explain the importance of preventive maintenance in HVAC.

Topics:
• Overview of HVAC systems and their applications.
• Key components: compressors, condensers, evaporators, expansion valves, fans, filters.
• Refrigeration cycle and heat transfer principles.
• Safety standards (OHS Act, SANS 10147) and personal protective equipment.
• Introduction to preventive maintenance: benefits and schedules.

Day 2: Inspection and Cleaning Procedures

Objectives:
• Perform systematic visual inspections of HVAC equipment.
• Clean key components such as coils, filters, and drains.
• Identify signs of wear, corrosion, and contamination.
• Document inspection findings and maintenance actions.

Topics:
• Inspection checklists for air handlers, condensers, and evaporators.
• Cleaning methods for coils, filters, and condensate pans.
• Lubrication of moving parts and belt tension adjustment.
• Identifying refrigerant leaks and moisture indicators.
• Record-keeping and maintenance logs.

Day 3: Electrical and Control System Checks

Objectives:
• Safely isolate and test electrical components.
• Measure voltage, current, and resistance using multimeters.
• Check and calibrate thermostats and control sensors.
• Troubleshoot common electrical faults in HVAC systems.

Topics:
• Electrical safety and lockout/tagout procedures.
• Testing capacitors, contactors, relays, and motors.
• Understanding wiring diagrams and control circuits.
• Calibration of temperature and pressure sensors.
• Diagnosing control system errors and component failures.

Day 4: Refrigerant Management and System Performance

Objectives:
• Handle refrigerants according to environmental regulations.
• Measure and adjust refrigerant charge and pressures.
• Evaluate system performance using superheat and subcooling.
• Identify and rectify common performance issues.

Topics:
• Refrigerant types, properties, and environmental impact.
• Refrigerant recovery, recycling, and charging procedures.
• Using manifold gauges and thermometers.
• Calculating superheat and subcooling for optimal performance.
• Troubleshooting insufficient cooling/heating and short cycling.

Day 5: Scheduled Maintenance Planning and Practical Integration

Objectives:
• Develop a comprehensive preventive maintenance schedule.
• Integrate all maintenance tasks into a systematic plan.
• Perform a complete preventive maintenance routine on a simulated system.
• Evaluate maintenance outcomes and adjust procedures.

Topics:
• Creating maintenance schedules based on manufacturer guidelines.
• Prioritizing tasks and resource allocation.
• Documentation and reporting standards.
• Review of common failures and corrective actions.
• Final practical assessment: full maintenance cycle simulation.

Practicals

16 hours of practicals To be conducted online or on-campus or in-house
Overview

Hands-on practicals form an integral part of this course, allowing learners to apply theoretical knowledge to real HVAC equipment. Learners perform inspections, cleaning, electrical checks, refrigerant handling, and complete maintenance routines under supervision, building confidence and competence for the workplace.

Practical Activities
  • Safety and Component Identification — Learners identify major HVAC components on training rigs and practice safety protocols including lockout/tagout. (3h)
  • Inspection and Cleaning of Coils and Filters — Learners perform visual inspections and cleaning of evaporator and condenser coils, filters, and drains. (4h)
  • Electrical Testing and Control Calibration — Learners use multimeters to test electrical components and calibrate thermostats and pressure switches. (4h)
  • Refrigerant Charging and Performance Measurement — Learners connect manifold gauges, measure pressures and temperatures, and adjust refrigerant charge. (3h)
  • Comprehensive Preventive Maintenance Simulation — Learners perform a full preventive maintenance routine on a simulated HVAC system from start to finish. (2h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total
Component Out of Weight
Practical Assignments (rubric-scored) 100% 30%
Daily Average (multiple choice) 100% 20%
Final Test (multi-answer multiple choice) 100% 50%
Final Total 100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

Certificate of Completion

Awarded to delegates who achieve an overall mark of 50% or higher on the Final Total (Practicals 30% + Daily Average 20% + Final Test 50%).

How it works
  • Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
  • Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
  • You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
  • If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.
Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 40% off
100 40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.

Upcoming Training Sessions
Online training — attend live sessions from anywhere via our virtual classroom.
Start End Delivery Season Price Action
Mon 05 Oct 2026 Fri 09 Oct 2026 Virtual Spring 2026 $913 Register
Mon 07 Dec 2026 Fri 11 Dec 2026 Virtual Summer 2026 $913 Register
Mon 04 Jan 2027 Fri 08 Jan 2027 Virtual Summer 2026 $913 Register
Mon 01 Feb 2027 Fri 05 Feb 2027 Virtual Summer 2026 $913 Register
Mon 01 Mar 2027 Fri 05 Mar 2027 Virtual Autumn 2027 $913 Register
Mon 07 Jun 2027 Fri 11 Jun 2027 Virtual Winter 2027 $913 Register
Mon 21 Jun 2027 Fri 25 Jun 2027 Virtual Winter 2027 $913 Register
Mon 05 Jul 2027 Fri 09 Jul 2027 Virtual Winter 2027 $913 Register
Mon 06 Sep 2027 Fri 10 Sep 2027 Virtual Spring 2027 $913 Register
Mon 20 Sep 2027 Fri 24 Sep 2027 Virtual Spring 2027 $913 Register
Mon 04 Oct 2027 Fri 08 Oct 2027 Virtual Spring 2027 $913 Register
Mon 06 Dec 2027 Fri 10 Dec 2027 Virtual Summer 2027 $913 Register
Mon 20 Dec 2027 Fri 24 Dec 2027 Virtual Summer 2027 $913 Register
Mon 03 Jan 2028 Fri 07 Jan 2028 Virtual Summer 2027 $913 Register
On-Campus training — face-to-face sessions at our training venues across Africa and beyond.
Showing all 392 sessions across 26 venues
Start End Venue Season Price Action
Mon 05 Oct 2026 Fri 09 Oct 2026 Kigali, Rwanda Spring 2026 $3,343 Register
Mon 05 Oct 2026 Fri 09 Oct 2026 Bangkok, Thailand Spring 2026 $5,827 Register
Mon 05 Oct 2026 Fri 09 Oct 2026 Lusaka, Zambia Spring 2026 $2,587 Register
Mon 05 Oct 2026 Fri 09 Oct 2026 Windhoek, Namibia Spring 2026 $2,587 Register
Mon 05 Oct 2026 Fri 09 Oct 2026 Nairobi, Kenya Spring 2026 $3,343 Register
In-House training — we bring the trainer to your organisation, tailored to your team.
Start End Delivery Season Price Action
Mon 12 Oct 2026 Fri 16 Oct 2026 Your Premises Spring 2026 $1,188 Register
Mon 14 Dec 2026 Fri 18 Dec 2026 Your Premises Summer 2026 $1,188 Register
Mon 11 Jan 2027 Fri 15 Jan 2027 Your Premises Summer 2026 $1,188 Register
Mon 08 Feb 2027 Fri 12 Feb 2027 Your Premises Summer 2026 $1,188 Register
Mon 08 Mar 2027 Fri 12 Mar 2027 Your Premises Autumn 2027 $1,188 Register
Mon 14 Jun 2027 Fri 18 Jun 2027 Your Premises Winter 2027 $1,188 Register
Mon 28 Jun 2027 Fri 02 Jul 2027 Your Premises Winter 2027 $1,188 Register
Mon 12 Jul 2027 Fri 16 Jul 2027 Your Premises Winter 2027 $1,188 Register
Mon 13 Sep 2027 Fri 17 Sep 2027 Your Premises Spring 2027 $1,188 Register
Mon 27 Sep 2027 Fri 01 Oct 2027 Your Premises Spring 2027 $1,188 Register
Mon 11 Oct 2027 Fri 15 Oct 2027 Your Premises Spring 2027 $1,188 Register
Mon 13 Dec 2027 Fri 17 Dec 2027 Your Premises Summer 2027 $1,188 Register
Mon 27 Dec 2027 Fri 31 Dec 2027 Your Premises Summer 2027 $1,188 Register
Mon 10 Jan 2028 Fri 14 Jan 2028 Your Premises Summer 2027 $1,188 Register
Training Discounts
Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 40% off
100 40% off

3% off per 5 delegates, up to 40% for 100+

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