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Run: Switchgear Mechanical Operation Check

Use this switchgear mechanical operation check template to record no-load open/close counts, verify interlocks and indicators, and document defects before en...

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Inspection Details

Record switchgear lineup, feeder, cubicle, breaker, or switch mechanism identification.
Document when the no-load mechanical operation check was performed.
Record the inspector and confirm they are a qualified person or competent person as applicable.
Record the applicable procedure, commissioning plan, maintenance work order, or test record.
Confirm the equipment was isolated, verified de-energized, and the work area was controlled before testing.

Safety and Pre-Check Conditions

Confirm lockout-tagout controls were applied and verified before mechanical operation testing.
Select the PPE used for the inspection and test.
Confirm required working space, access, and egress around electrical equipment are unobstructed.
Confirm the switchgear compartment and surrounding area are clear before operating mechanisms.
Confirm current drawings, wiring diagrams, and the single-line diagram are available for reference.

Mechanical Operation Test

Record the number of no-load open operations performed on this mechanism.
Record the number of no-load close operations performed on this mechanism.
Verify the mechanism opens fully without binding, hesitation, abnormal noise, or incomplete travel.
Verify the mechanism closes fully without binding, hesitation, abnormal noise, or incomplete travel.
Confirm the operating handle, charging mechanism, spring mechanism, or drive linkage functions as intended.

Interlocks, Indicators, and Position Verification

Verify interlocks function correctly and prevent unsafe or incorrect switching sequences.
Confirm open/closed or racked-in/racked-out indicators match the actual mechanism position.
Verify labels, flags, lamps, or mechanical indicators are visible and correspond to the correct state.
Inspect for worn linkages, loose fasteners, cracked parts, or other mechanical deficiencies.

Deficiencies, Corrective Actions, and Sign-Off

Record any observed deficiency, non-conformance, or critical item failure.
Confirm whether corrective action and retesting are required before energization.
Inspector signs to confirm the mechanical operation check is complete and accurate.
Supervisor or authorized reviewer signs off on acceptance or required follow-up.

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