Valve Exercising Checklist

Complete this checklist during routine valve exercising to ensure proper operation of water distribution valves and prevent stuck or inoperable valves.

  • Industry: Utilities
  • Frequency: Annual/Per schedule
  • Estimated Time: 30-45 minutes per valve
  • Role: Field Technician
  • Total Items: 32
  • Compliance: AWWA M44, State Water Regulations, Utility SOP

Pre-Exercise Inspection

Inspect valve and surrounding area before exercising.

  • Valve box located and accessible?
  • Valve box in good condition?
  • Debris cleared from valve box?
  • Standing water in box?
  • Operating nut accessible?
  • Photo before exercising

Valve Operation

Exercise the valve and record operation data.

  • Initial valve position
  • Turns to fully close
  • Turns to fully open
  • Direction of operation correct (CW to close)?
  • Valve operates smoothly?
  • No visible leaks around stem?
  • Excessive force required?

Valve Condition Assessment

Evaluate overall valve condition.

  • Stem/nut condition acceptable?
  • Packing/seal condition acceptable?
  • Corrosion level
  • Repairs needed?
  • Photo of valve condition

GIS & Documentation

Update records and GIS information.

  • GPS coordinates recorded/verified?
  • GIS system updated?
  • Asset tag/ID visible?
  • Turn count recorded in system?

Initial Setup & Documentation

Complete initial documentation and preparation

  • Inspector / Assessor Name
  • Date
  • Location / Area
  • Inspection Type
  • Previous findings reviewed?

Safety & Compliance Verification

Verify all safety requirements are met

  • All safety protocols being followed?
  • Emergency exits clear and accessible?
  • First aid supplies available and stocked?
  • All hazards identified and controlled?
  • Required PPE being worn correctly?

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