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Indoor Air Quality Checklist

An indoor air quality checklist template about the air people are actually breathing rather than the plant that moves it. It is built to be used in the areas the complaints came from, at the time of day they happen, with the building occupied and busy, because carbon dioxide measured at eight in the morning in an empty meeting room is a number with no meaning attached to it.

  • Occupancy at the time recorded against normal occupancy
  • Complaints mapped by location and time before measuring
  • Twelve parameters, each against a stated guideline
  • The share of complaints explained by a measured cause
indoor-air-quality-checklist.xlsx

Indoor Air Quality Checklist

Measured where it is felt

Per reading
Location, time, guideline
Per complaint
Where, when, how many
Reported
Complaints explained, as a share
Asked first
Were the dampers closed down
#COMPLAINTS AND WHAT THEY SUGGESTWHEREWHENHOW MANY
1Stuffiness or drowsiness
2Headaches
3Dry eyes, nose or throat
plus odors, too hot, too cold, drafts, dust, respiratory irritation and noise from the ventilation, then twelve measured parameters each against a guideline, ten checks on fresh air supply, ten on sources inside the building, ten on moisture and mold, and nine on the ventilation system only as it affects the air.

The document you will get. Download for the full, editable file.

Who this indoor air quality checklist is for

One floor, four people, and the only one whose opinion settles it is the one who complained.

  • Whoever carries out the survey

    A sequence that starts with the complaints rather than the instruments, so the readings get taken in the rooms and at the hours that will mean something.

  • The occupants who complained

    That somebody measured where they sit, when it is bad, and told them what was found. Unexplained air quality problems generate more complaints than the air itself does.

  • The facilities manager

    Fresh air supply and what changed recently. Most sudden runs of complaints follow a refit, a new machine, a cleaning product or a damper somebody adjusted.

  • Whoever carries the duty of care

    Moisture and mold, and the share of complaints that remain unexplained after a full survey. The second number is the one that decides whether to go back.

Where air quality gets surveyed

The structure suits any occupied commercial building. What changes is how many people are affected and how quickly it becomes formal. If you run one of these, the sector page goes further than the template does.

What an indoor air quality survey should measure

An indoor air quality survey measures the air people are breathing in an occupied building. It maps the complaints by location and time first, then measures twelve parameters against guidelines in those places at those hours, checks fresh air supply, internal sources, moisture and mold, and reports the share of complaints that a measured cause actually explains.

A. Complaints first, then instruments

FieldWhat goes in itWhy it earns its place
Survey detailsAreas, occupancy at the time against normal occupancy, times, and external conditionsBoth occupancy figures, because a reading taken at thirty percent occupancy tells you very little about a floor that is normally full, and the reader cannot discount it otherwise.
Instruments and calibration datesOn the face of the documentThe same discipline as any measured survey. A reading without a calibrated instrument behind it is not evidence of anything a complainant can be told.
Complaints receivedTen types, each with location, when it happens, how many people and a likely causeMapped before measuring. A pattern by location and time of day is what tells you where to put the instruments, and a survey that ignores it measures the wrong room.
MeasurementsTwelve parameters, each with location, time, reading, guideline and whether it was withinCarbon dioxide, temperature, humidity, air speed, particulates, volatile compounds, formaldehyde, carbon monoxide, fresh air rate per person, air changes and differential pressure.
Carbon dioxideRecorded with the time and the occupancy beside itNot itself the problem at normal office levels, but the cheapest proxy for whether enough fresh air is reaching people, and it correlates with almost every complaint on the list.
Fresh air supplyTen checks, including whether rate is adequate for current rather than design occupancyBuildings change use. A floor ventilated for forty people and now holding seventy is compliant against its design and short of air in practice.
Outside air dampersOpen and modulating, or closed down to save energyThe strongest single line in the document. Reducing fresh air is the quickest way to cut a heating bill and the quickest way to produce every symptom in the complaints table.
Sources inside the buildingTen checks from printers and cleaning chemicals to recent refurbishmentPaired with the question of what changed recently, because a sudden run of complaints almost always follows something somebody did.
Moisture, mold and fabricTen checks covering growth, musty odors, leaks, condensation and wet furnishingsMold is a moisture problem wearing a biology costume. Treating the growth without finding the water means it returns in the same place, usually within a season.
The ventilation systemNine checks, limited to what affects the airFilter grade and bypass, coil and tray cleanliness, cross-contamination in heat recovery, and extract ducted outside. The condition of the plant is a different survey.
Complaints explainedCounted, and reported as a shareThe number that makes this honest. A survey that finds everything within guideline while people are still complaining has measured the wrong place or the wrong time.
Communicated to occupantsWhether, how and whenOn the sign-off deliberately. Unexplained air quality problems generate more complaints than the air itself does, and telling people what was found is part of the remedy.

The order of this document is its argument: complaints first, instruments second. An air quality survey carried out the other way round is a measurement exercise looking for somewhere to happen, and it reliably produces a clean sheet. The surveyor arrives in the morning because that is when access is easy, measures in a meeting room because it is empty and convenient, finds carbon dioxide and everything else comfortably within guideline, and reports that the air is fine. Every one of those readings is accurate and the report is worthless, because the complaints came from an open plan floor at half past two with the floor full, and nothing was measured there at that time. Mapping the complaints first fixes this almost entirely: a pattern by location and by hour tells you which rooms matter and when to be in them, and it frequently diagnoses the problem before an instrument is switched on. Afternoons on one floor only, worsening through the week, is a ventilation rate problem. Everywhere at once, starting three weeks ago, is something that changed. One corner, all day, is a source. The second thing worth copying is the field that asks whether the outside air dampers have been closed down, which gets its own line because it is both the commonest cause and the most understandable one. Fresh air is expensive to heat and to cool, closing the dampers reduces that cost immediately and visibly, and the consequences appear weeks later as tiredness, headaches and stuffiness that nobody connects back to an energy-saving measure taken in a plant room by somebody who no longer works here.

B. What it looks like filled in

One open plan floor at eighty percent occupancy, surveyed at half past two because that is when the complaints happen.

LineValue
Area, occupancyLevel 2 open plan, 80 percent of normal
Carbon dioxide at 14:301,240 ppm, against a guideline below 1,000
Parameters within guideline9 of 12, so 75 percent
Complaints logged, explained8 logged, 6 explained, so 75 percent
Likely causeInsufficient fresh air
Action, priorityReopen the outside air damper, High, immediate

At 1,240 parts per million the reading is not dangerous and it is not the point; it is the cheapest available evidence that not enough fresh air is reaching the people on that floor. Carbon dioxide at normal office levels harms nobody directly. What it does is track almost perfectly with ventilation rate per person, which means a reading well above guideline on an occupied floor is a measurement of under-ventilation that can be taken in ten minutes with one instrument, and under-ventilation is what produces the stuffiness, drowsiness and headaches that six of the eight complaints described. That is why the likely cause and the action both point at a damper rather than at a filter or a diagnosis. The second number is the one that stops this being a clean sheet. Nine of twelve parameters within guideline reads well, and six of eight complaints explained says something much more useful: two complaints still describe a problem that nothing measured accounts for. That is not a failure of the survey so much as its most honest output, because it says where to go back and what to look for, whereas a report claiming everything is fine while people continue to complain generates more complaints rather than fewer. The condition of the plant moving this air is a separate survey with separate instruments, the ventilation inspection checklist, and the two read best together.

Download the indoor air quality checklist

Word for the version a surveyor completes on the floor, Excel for the one that counts parameters against their guidelines and works out the share of complaints explained, with a Survey Log that tracks carbon dioxide and complaint counts together across visits, and PDF for the report that goes back to the occupants. Free, and yours to rebrand.

Get the template

How do you carry out an indoor air quality survey?

Map the complaints, then measure where and when they happen. Six steps.

  1. Map the complaints before measuring anything

    By location, by time of day and by how many people. The pattern tells you which rooms matter and when to be in them, and often diagnoses it before an instrument is switched on.

  2. Survey when the building is busy

    At the hour the complaints happen, with occupancy recorded against normal occupancy. A quiet morning in an empty room produces accurate readings and a worthless report.

  3. Lead with carbon dioxide

    It harms nobody at office levels and it tracks ventilation rate per person almost perfectly, which makes it the cheapest evidence of under-ventilation you can gather.

  4. Check whether the outside air dampers were closed down

    Before looking for anything more exotic. It is the commonest cause, it saves money visibly, and its symptoms appear weeks later with nothing obviously connecting them.

  5. Ask what changed, and look for moisture

    A sudden run of complaints follows a refit, a machine, a cleaning product or an adjustment. And find the water before treating any mold, or it comes back in the same place.

  6. Report what you could not explain, and tell the occupants

    The share of complaints a measured cause accounts for, then what was found and what is being done. Silence produces more complaints than the air does.

A survey that finds nothing while people still complain is not a clean sheet. See how Atom AI assistants hold readings, complaints and the actions that closed them against the space.
See Atom AI assistants

Surveying the air versus inspecting the system

Two surveys of the same building, on the same day, that answer different questions and need different instruments. Each one misses what the other finds.

AspectThe air quality surveyThe ventilation inspection
What it measuresWhat people are breathingWhat the system delivers
Where it happensIn the occupied spaceAt the plant and in the ceiling
When it has to happenBusy, at the worst hourWhenever there is access
What starts itComplaintsA schedule
Its headline numberComplaints explainedAirflow compliance
What it cannot seeA fouled coil or a loose damperThat anybody is uncomfortable

These two surveys are complementary to the point that either one alone is quite likely to mislead you. An air quality survey finds that a floor is under-ventilated at two in the afternoon and cannot tell you why: the fresh air rate is low, and that could be a damper, a fouled coil, a leaking duct, a filter at the end of its life, a terminal somebody closed or a system that was never balanced after a refit. It measures the symptom accurately and stops there. A ventilation inspection finds the mechanical cause precisely, terminal by terminal and damper by damper, and has nothing whatever to say about whether the people on that floor are comfortable, because it is carried out in plant rooms and ceiling voids, usually when the building is empty and access is easy. Run on their own, the first produces a finding nobody can act on and the second produces a maintenance report nobody reads. Run together, the air survey says which floor and which hour, the ventilation inspection says which terminal and by how much, and the action that follows is specific. This page deliberately limits its ventilation section to the nine things that affect the air directly, filter grade and bypass, coil and tray cleanliness, heat recovery cross-contamination and extract ducted outside, and leaves the condition of the plant to the ventilation inspection checklist and the servicing of it to the HVAC maintenance checklist.

When the template starts to feel limiting

The file holds one survey well. Four things get difficult the moment the problem is not a single visit.

  • A survey is one afternoon

    Air quality varies by hour, by day and by season, and a spot reading describes the moment it was taken rather than the condition people are living with.

  • Complaints live in a different system

    They arrive at a helpdesk and the survey maps them by hand, which means the mapping is only as current as the morning somebody did it.

  • Nothing watches the damper afterwards

    The action is to reopen it. Nothing notices when it is closed again next winter by somebody with an energy target.

  • Unexplained complaints have nowhere to go

    The share you could not account for is the most useful line in the report and the one least likely to be carried into the next visit.

What running this in Facilio looks like

The survey does not change. What changes is that the readings and the complaints stop living in different places.

  • Ops Performance Intelligence

    Readings become a pattern by hour

    Carbon dioxide against occupancy across days and seasons, rather than one afternoon's figure that somebody has to defend.

  • Work Order Intelligence

    A finding becomes a dated action

    Reopening a damper is a job with an owner and a target, not a recommendation sitting in a report that the next energy review will quietly reverse.

  • Audit Report Intelligence

    Complaints and readings sit together

    The share of complaints explained by a measured cause is produced rather than assembled, and the unexplained ones carry into the next survey.

  • Asset Intelligence

    Moisture findings attach to the place

    A mold finding is held against the space with the leak that caused it, so the next occurrence is a recurrence rather than a new discovery.

Hallucination-free by design. Atom AI answers from the records in your tenant rather than generating plausible text, so an empty field reads as empty rather than filled in for you.

Frequently asked questions

What is an indoor air quality checklist?

It is a survey of the air people are breathing in an occupied building. This one maps complaints by location and time, measures twelve parameters against guidelines, and checks fresh air supply, internal sources, moisture and mold.

It is about the air rather than the plant. The condition of the units, ducts and dampers is a separate inspection with separate instruments.

When should an air quality survey be carried out?

When the building is occupied and busy, in the areas the complaints came from, at the time of day they happen. The template asks for occupancy at the time against normal occupancy for exactly that reason.

Carbon dioxide at eight in the morning in an empty meeting room is a number with no meaning. Every reading will be within guideline and the report will be worthless.

What should be measured?

Carbon dioxide, temperature, relative humidity, air speed, particulates at both sizes, total volatile organic compounds, formaldehyde and carbon monoxide.

Then fresh air rate per person, air changes per hour and differential pressure. Twelve parameters, each recorded with its location, the time and the guideline it is being read against.

Why lead with carbon dioxide?

Because at normal office levels it harms nobody directly, and it tracks ventilation rate per person almost perfectly. That makes it the cheapest available evidence of whether enough fresh air is reaching people.

It also correlates with almost every complaint in the table: stuffiness, drowsiness and headaches are what under-ventilation produces.

What is the commonest cause of poor indoor air quality?

Outside air dampers closed down. Fresh air is expensive to heat and cool, closing them reduces that cost immediately, and the consequences appear weeks later.

Nobody connects the symptoms back to an energy-saving adjustment made in a plant room, which is why the template gives it a line of its own rather than burying it in a general ventilation check.

How should mold be dealt with?

By finding the water first. Mold is a moisture problem wearing a biology costume, and treating the growth without finding the source means it returns, usually in the same place and usually within a season.

The template asks about leaks, condensation, past water damage, standing water in trays and furnishings that have been wet, alongside the growth itself.

What if everything is within guideline and people still complain?

Then the wrong place or the wrong time was measured, and saying so is far more useful than issuing a clean sheet.

That is why the template reports the share of complaints a measured cause actually explains. Six of eight explained is a good survey with two things left to find; eight of eight unexplained is a survey that needs repeating differently.

Should the findings be shared with occupants?

Yes, and the sign-off asks whether they were, how and when. Unexplained air quality problems generate more complaints than the air itself does.

People who have been told what was measured, what was found and what is being done about it stop reporting the same thing, which is both a courtesy and a practical reduction in helpdesk volume.

In one paragraph

An indoor air quality survey works when the complaints are mapped before anything is measured, because the pattern by location and hour is what tells you where to put the instruments. Survey while the building is busy and record the occupancy, lead with carbon dioxide as the cheapest evidence of under-ventilation, check whether the outside air dampers have been closed down before looking for anything more exotic, find the water before treating any mold, and report the share of complaints that a measured cause actually explains.

Measure where it is felt, when it is felt

Map the complaints first, survey the building busy, check the dampers before the exotic causes, and say plainly what you could not explain. Once the survey is one afternoon a year, or nothing notices the damper being closed again next winter, the paper version has reached its limit.

Indoor Air Quality Checklist Word · Excel · PDF