Custom Courses Engineering & Technical Maintenance

Preventive Maintenance for HVAC Systems Training

SAQA US AATICD-0257 | NQF 5 | Credits 10 | Duration 5 Days
From $1,242 per delegate

Description

This course equips maintenance technicians and facilities managers with the knowledge and skills to perform preventive maintenance on HVAC systems. It covers key procedures, diagnostic techniques, and safety practices to ensure system reliability, energy efficiency, and compliance with South African standards.

Learning Outcomes

  • Apply systematic preventive maintenance procedures to HVAC components including compressors, coils, fans, and filters.
  • Analyze system performance data to identify potential faults and optimize energy efficiency.
  • Evaluate the condition of HVAC systems using diagnostic tools and inspection checklists.
  • Implement safety protocols and environmental regulations during maintenance operations.
  • Demonstrate proper documentation and reporting of maintenance activities and findings.
  • Design a preventive maintenance schedule tailored to specific HVAC equipment and usage patterns.

Target Audience

This course is designed for HVAC technicians, maintenance personnel, and facilities managers responsible for the upkeep of heating, ventilation, and air conditioning systems in commercial and industrial settings.

Prerequisites

None — open enrollment.

Course Outline

Day 1: Fundamentals of HVAC Systems and Preventive Maintenance

Objectives:
• Understand the basic principles of HVAC systems and their components.
• Identify the importance of preventive maintenance in HVAC.
• Learn safety protocols and tools used in HVAC maintenance.
• Recognize common HVAC system types and configurations.

Topics:
• Overview of HVAC systems: heating, ventilation, air conditioning.
• Key components: compressors, condensers, evaporators, fans, filters, ducts.
• Principles of heat transfer and refrigeration cycle.
• Importance of preventive maintenance: energy efficiency, equipment lifespan, indoor air quality.
• Safety procedures: lockout/tagout, PPE, handling refrigerants.
• Maintenance tools and instruments: multimeters, gauges, thermometers.
• Introduction to maintenance schedules and checklists.
• Common HVAC system types: split systems, packaged units, heat pumps.

Day 2: Inspection and Troubleshooting Techniques

Objectives:
• Perform systematic inspections of HVAC components.
• Diagnose common faults using troubleshooting methods.
• Use diagnostic tools to measure system performance.
• Interpret readings to identify maintenance needs.

Topics:
• Visual inspection procedures for outdoor and indoor units.
• Checking electrical connections and components.
• Measuring voltage, current, and resistance.
• Refrigerant pressure and temperature checks.
• Airflow measurement and duct inspection.
• Common faults: refrigerant leaks, compressor issues, fan motor failures.
• Troubleshooting flowcharts and decision-making.
• Documentation of findings and reporting.

Day 3: Preventive Maintenance Procedures for Key Components

Objectives:
• Execute preventive maintenance tasks for compressors and condensers.
• Perform maintenance on evaporators and air handlers.
• Clean and replace filters, belts, and bearings.
• Lubricate moving parts and check refrigerant levels.

Topics:
• Compressor maintenance: oil checks, vibration analysis, electrical testing.
• Condenser coil cleaning and fin straightening.
• Evaporator coil inspection and cleaning.
• Air handler maintenance: belt tension, pulley alignment, bearing lubrication.
• Filter replacement schedules and types.
• Refrigerant charge verification and adjustment.
• Drain line cleaning and condensate management.
• Lubrication procedures for fans and motors.

Day 4: Electrical and Control Systems Maintenance

Objectives:
• Understand HVAC electrical circuits and control systems.
• Inspect and test thermostats, contactors, and relays.
• Calibrate sensors and controllers.
• Perform safety checks on wiring and grounding.

Topics:
• HVAC electrical components: transformers, capacitors, relays, contactors.
• Reading wiring diagrams and schematics.
• Testing and replacing capacitors and contactors.
• Thermostat calibration and programming.
• Sensor types: temperature, pressure, humidity.
• Control system basics: DDC, PLC, and smart controls.
• Electrical safety: grounding, insulation resistance testing.
• Troubleshooting control failures.

Day 5: Advanced Maintenance, Documentation, and Practical Integration

Objectives:
• Apply advanced maintenance techniques for complex systems.
• Develop and implement preventive maintenance plans.
• Complete maintenance documentation and reports.
• Integrate practical skills in a simulated environment.

Topics:
• Advanced diagnostics: vibration analysis, thermography.
• Maintenance planning: scheduling, resource allocation.
• Computerized maintenance management systems (CMMS).
• Regulatory compliance: SAQA standards, environmental regulations.
• Energy efficiency optimization through maintenance.
• Case studies of maintenance failures and solutions.
• Review of key concepts and assessment.
• Practical integration: hands-on maintenance of a complete system.

Practicals

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

Hands-on practical sessions allow learners to apply preventive maintenance procedures on actual HVAC equipment under supervision. These sessions reinforce theoretical knowledge and develop competence in inspection, troubleshooting, and maintenance tasks essential for workplace readiness.

Practical Activities
  • HVAC System Inspection and Safety — Learners perform a full visual inspection of an HVAC system, identify components, and apply safety procedures including lockout/tagout. (4h)
  • Electrical Testing and Troubleshooting — Learners use multimeters to measure voltage, current, and resistance on HVAC electrical components, and diagnose common faults. (4h)
  • Refrigerant System Maintenance — Learners check refrigerant pressures, temperatures, and charge; perform leak detection and proper refrigerant handling. (4h)
  • Mechanical Component Maintenance — Learners clean condenser and evaporator coils, replace filters, lubricate bearings, and adjust belt tension. (4h)
  • Comprehensive Preventive Maintenance Simulation — Learners perform a complete preventive maintenance routine on a simulated HVAC system, including documentation and reporting. (4h)

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 35% 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 07 Sep 2026 Fri 11 Sep 2026 Virtual Spring 2026 $1,242 Register
Mon 21 Sep 2026 Fri 25 Sep 2026 Virtual Spring 2026 $1,242 Register
Mon 05 Oct 2026 Fri 09 Oct 2026 Virtual Spring 2026 $1,242 Register
Mon 07 Dec 2026 Fri 11 Dec 2026 Virtual Summer 2026 $1,242 Register
Mon 04 Jan 2027 Fri 08 Jan 2027 Virtual Summer 2026 $1,242 Register
Mon 01 Feb 2027 Fri 05 Feb 2027 Virtual Summer 2026 $1,242 Register
Mon 01 Mar 2027 Fri 05 Mar 2027 Virtual Autumn 2027 $1,242 Register
Mon 07 Jun 2027 Fri 11 Jun 2027 Virtual Winter 2027 $1,242 Register
Mon 21 Jun 2027 Fri 25 Jun 2027 Virtual Winter 2027 $1,242 Register
Mon 05 Jul 2027 Fri 09 Jul 2027 Virtual Winter 2027 $1,242 Register
Mon 06 Sep 2027 Fri 10 Sep 2027 Virtual Spring 2027 $1,242 Register
Mon 20 Sep 2027 Fri 24 Sep 2027 Virtual Spring 2027 $1,242 Register
Mon 04 Oct 2027 Fri 08 Oct 2027 Virtual Spring 2027 $1,242 Register
Mon 06 Dec 2027 Fri 10 Dec 2027 Virtual Summer 2027 $1,242 Register
Mon 20 Dec 2027 Fri 24 Dec 2027 Virtual Summer 2027 $1,242 Register
Mon 03 Jan 2028 Fri 07 Jan 2028 Virtual Summer 2027 $1,242 Register
On-Campus training — face-to-face sessions at our training venues across Africa and beyond.
Showing all 424 sessions across 26 venues
Start End Venue Season Price Action
Mon 10 Aug 2026 Fri 14 Aug 2026 Durban, South Africa Winter 2026 $2,916 Register
Mon 10 Aug 2026 Fri 14 Aug 2026 Abu Dhabi, UAE Winter 2026 $5,238 Register
Mon 17 Aug 2026 Fri 21 Aug 2026 Harare, Zimbabwe Winter 2026 $3,078 Register
Mon 17 Aug 2026 Fri 21 Aug 2026 Shenzhen, China Winter 2026 $7,398 Register
Mon 24 Aug 2026 Fri 28 Aug 2026 Bangkok, Thailand Winter 2026 $6,318 Register
In-House training — we bring the trainer to your organisation, tailored to your team.
Start End Delivery Season Price Action
Mon 14 Sep 2026 Fri 18 Sep 2026 Your Premises Spring 2026 $1,615 Register
Mon 28 Sep 2026 Fri 02 Oct 2026 Your Premises Spring 2026 $1,615 Register
Mon 12 Oct 2026 Fri 16 Oct 2026 Your Premises Spring 2026 $1,615 Register
Mon 14 Dec 2026 Fri 18 Dec 2026 Your Premises Summer 2026 $1,615 Register
Mon 11 Jan 2027 Fri 15 Jan 2027 Your Premises Summer 2026 $1,615 Register
Mon 08 Feb 2027 Fri 12 Feb 2027 Your Premises Summer 2026 $1,615 Register
Mon 08 Mar 2027 Fri 12 Mar 2027 Your Premises Autumn 2027 $1,615 Register
Mon 14 Jun 2027 Fri 18 Jun 2027 Your Premises Winter 2027 $1,615 Register
Mon 28 Jun 2027 Fri 02 Jul 2027 Your Premises Winter 2027 $1,615 Register
Mon 12 Jul 2027 Fri 16 Jul 2027 Your Premises Winter 2027 $1,615 Register
Mon 13 Sep 2027 Fri 17 Sep 2027 Your Premises Spring 2027 $1,615 Register
Mon 27 Sep 2027 Fri 01 Oct 2027 Your Premises Spring 2027 $1,615 Register
Mon 11 Oct 2027 Fri 15 Oct 2027 Your Premises Spring 2027 $1,615 Register
Mon 13 Dec 2027 Fri 17 Dec 2027 Your Premises Summer 2027 $1,615 Register
Mon 27 Dec 2027 Fri 31 Dec 2027 Your Premises Summer 2027 $1,615 Register
Mon 10 Jan 2028 Fri 14 Jan 2028 Your Premises Summer 2027 $1,615 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 35% off
100 40% off

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

View Sessions & Register Get A Quote Download Course Brochure
Have an account?

Sign in to track your applications and manage your cart.

Related Courses

Other Custom Courses courses at NQF level 5 learners on this page also viewed.

Browse the full Custom Courses category for custom courses training programmes.
GET A QUOTE / APPLY COURSE CATALOGUE