Knowella

Reefer Unit Check

The unit that starts, reaches setpoint and holds it in the yard is not the same unit that survives six hours on the road. Most excursions trace back to something this check is built to catch before departure: a marginal fuel level, an unlocked setpoint a driver nudges up, or a condenser nobody cleaned since the last trip. Skip the check and the failure shows up as a written-off load, not a form field.

KnowFleetInspectionFLT-004Pinned in navigation51 fields across 4 sectionsFull researchSee the form

Reviewed by Siddarth SinghCSPLast reviewed 16 August 2026

Basis
FSMA Sanitary Transportation rule
Workspace
KnowFleet
Form type
Inspection
Completed by
Driver, before loading
Run
Before every temperature controlled load

The short version

  • This is a pre-load pass/fail check, not the maintenance record — service history sits in FLT-047, not here.
  • Fuel level, setpoint lock and refrigerant charge are scored separately because each one fails silently until the load is already at risk.
  • A suspected refrigerant leak or an unlocked setpoint should stop the load, not just get logged for the next service interval.
  • The template holds 51 fields across four sections, and links the asset register to Cold Chain records downstream.

What this is

What is a reefer unit check?

What is a reefer unit check?

It is a pre-load inspection of a trailer or truck refrigeration unit covering starting and running, fuel adequacy, temperature control and alarm history. It is completed by the driver before a temperature controlled load goes on, not after a problem is already visible on a monitor.

How does it differ from the Refrigeration Unit Service Record (FLT-047)?

This check is an operational pass/fail done by the driver before loading. FLT-047 is the maintenance record for scheduled servicing, parts and technician sign-off. A unit can pass this check and still be due for its next FLT-047 service.

Why does fuel level get its own scored field?

A reefer engine that runs out of diesel mid-route stops cooling entirely, with no alarm distinguishing it from a mechanical failure until the load is already warm. It is one of the few failure modes this check can eliminate outright rather than just flag.

Scope

When is a reefer unit check required?

This check confirms the unit is fit to run a specific load, right now. It is not the maintenance file, the trip's temperature log, or the leak investigation — those live in the templates it links to.

Use this template when

  • A temperature controlled load is about to go on the trailer or truck
  • The unit has been idle, off power, or unused since its last check
  • A driver or dispatcher needs a documented go/no-go before departure
  • The reefer has just come back from service and needs a functional re-check
  • An operator licence or customer audit asks for evidence the unit was verified before loading

Do not use it for

  • Refrigeration Unit Service Record, which the scheduled maintenance and repair history for the unit itself.
  • Driver Vehicle Inspection Report, which the pre-trip and post-trip inspection of the tractor or rigid vehicle.
  • Trailer Inspection, which checks trailer coupling, brakes, lights, tyres, doors and structure.
  • Annual Vehicle Inspection, which the yearly statutory inspection of the vehicle.
  • Anything outside KnowFleet, which belongs in the workspace that owns that process

Compliance mapping

Which FSMA Sanitary Transportation rule requirements does this satisfy?

The Sanitary Transportation rule does not name a 'reefer check' by that phrase, but it does require the equipment and procedures behind one. The clause map below shows which requirement each section of this template is standing in for.

ClauseRequirementWhere it lands
21 CFR 1.908(a)(1)Vehicles and transportation equipment kept in adequate sanitary condition to prevent food from becoming unsafeUnit operation
21 CFR 1.908(b)(1)Equipment capable of maintaining the temperature required for the food being carriedUnit operation
21 CFR 1.908(b)(2)Vehicles and equipment precooled where the shipment requires itResult
21 CFR 1.908(b)(3)Temperature controls verified as functioning before and during transportControl and monitoring
21 CFR 1.908(b)(4)Written procedures for monitoring and recording temperature during transportHeader
21 CFR 1.908(c)Investigation and corrective action where temperature control equipment is found to be non-functioningResult
21 CFR 1.912Records kept in a manner that permits an inspection to verify complianceHeader

What it does not cover

  • Setpoint Locked Or Controlled, which recorded as Open with no note on who has access to change it mid-route.
  • Fuel Level Adequate For Trip, which marked Marginal against a trip length nobody checked against range.
  • Any Refrigerant Leak Suspected, which answered Yes with no Leak Record ID entered against it.
  • Temperature Sensors Calibrated, which marked Overdue and left with no corrective note or replacement plan.
  • Unit Fit For Loading, which marked After Repair with no record of what the repair addressed or who verified it.

Global

Reefer Unit Check requirements by country

Cold chain trucking crosses borders more often than most fleet operations, and the instrument behind this check changes with the lane, not just the operator's home country.

United States

FSMA Sanitary Transportation of Human and Animal Food rule, 21 CFR Part 1 Subpart O

Shippers, carriers and receivers share responsibility for vehicle and equipment adequacy; the carrier's pre-load check is the documented evidence a carrier actually did its part.

A failed or skipped check on a load that later excursions is the first document an FDA or customer investigation asks for.

Canada

Safe Food for Canadians Regulations, transportation requirements

Broadly parallel to the US rule — equipment must be capable of maintaining required conditions and be verified before use.

Cross-border reefer runs need this check on both legs; a US-only paper trail does not satisfy a CFIA request on a Canadian-registered load.

European Union

ATP Agreement (temperature-controlled carriage of perishable foodstuffs) and Regulation (EC) 852/2004

Equipment must carry a valid ATP certification and be shown to be functioning correctly for the class of transport it is rated for.

A unit check here is the operational counterpart to the ATP plate — the plate says the unit can do the job, this check says it did on the day.

How to complete it

How to complete a reefer unit check, step by step

The fields are simple to fill in. The judgement is in deciding what counts as good enough to load against.

What 'adequate' fuel actually means

Adequate is relative to trip length and ambient temperature, not a fixed fraction of the tank. A driver marking Adequate on a short urban run and a driver marking it on a twelve-hour interstate leg are answering different questions with the same word — the completing driver needs the trip context in front of them, not just the gauge.

Whether 'locked' setpoint controls actually hold

Locked or password controlled only satisfies the intent of the field if the password is not shared or written on the dash. A unit answered Locked that any driver can still override defeats the reason the field exists — this is a control to verify, not just a switch position to read.

When a suspected leak should stop the load, not just get logged

A refrigerant leak suspicion tied to a unit that is also failing to reach setpoint or showing intermittent defrost is a different risk than an isolated smell with normal performance otherwise. The template records both facts separately; the completing person has to decide whether they add up to a no-load call.

What counts as pre-cool 'achieved' versus 'marginal'

A unit that reaches setpoint in the yard air but has not held it for the settle time a chilled load needs is not really precooled — it is just cold at the moment of loading. Marginal exists precisely for that gap, and it should be used rather than rounded up to Yes to keep the load moving.

What auditors find

Most common reefer unit check findings

The findings this check produces recur across fleets running temperature controlled freight. Six of the most common are below.

FindingClauseWhat fixes it
Setpoint left unlocked with no password control21 CFR 1.908(b)(3)Lock the controller or apply password control as standard fit, and treat an open setpoint as a fail rather than a note.
Unit passed on start-up with fuel level not checked against trip distance21 CFR 1.908(a)(1)Require trip distance or estimated hours before the fuel field can be answered, so 'adequate' has a basis.
Refrigerant leak suspected but no leak record raised21 CFR 1.908(c)Make the Leak Record ID field mandatory, not just conditionally shown, whenever a leak is suspected.
Temperature sensor calibration overdue at time of check21 CFR 1.908(b)(3)Block the check from closing as Pass while calibration status reads Overdue; route to Action Required instead.
Data logger intermittent and previous trip data not downloaded21 CFR 1.912Treat a failed download as a gap in the record, not a minor note — download before the next trip overwrites the buffer.
Unit marked fit for loading 'after repair' with no verification step recorded21 CFR 1.908(c)Require a second signature or a linked work order reference before After Repair can be selected as the fit-for-loading answer.

Case in point

Case in point: the fuel gauge that read half full

A reefer trailer was checked at 6am, started cleanly, reached setpoint in four minutes, and was marked fit for loading. Fuel was read as Adequate off a gauge showing roughly half a tank, against a planned nine-hour run. The unit ran out of diesel at hour seven, sixty miles from the delivery point, on a load of chilled dairy.

Nothing on the check was falsified. The gauge reading was accurate and the unit genuinely started and ran. The gap was that 'adequate' was judged against the tank, not the trip — the same answer would have been correct for a two-hour local delivery and wrong for the run actually planned. The fix was procedural, not technical: require the planned trip length on the check before the fuel field can be answered.

The template

The template, field by field

The form exactly as it installs. Every field, option, score and conditional rule is editable, and the links to other templates come with it.

51fields
4 sections
Reference
FLT-004
Archetype
Inspection
Record ID
INSP-2026-000
Scoring
Pass or fail
Direction
High is good
Singleton
No
Basis
FSMA Sanitary Transportation rule
Links
Links Asset; feeds Cold Chain
Tags
Fleet, Cold chain
Sections
4
Fields
51
Follow up fields
4
Repeating sections
0
Links out
5
Field typesOwn ID, generated on saveCase thread and parentPick list from a registryLinked to another templateFollow up, dashed outlineScored

Header

13 fields
Text

Check ID*

Generated on save

Auto sequence. Format REF-2026-000.

The record's own ID. Other templates point at this value.

Single Choice

Status*

Scored

Drives who this goes to next.

  • Planned2 pts
  • In progress2 pts
  • Complete3 pts
  • Deferred0 pts
  • Open0 pts
  • Closed3 pts
  • Overdue0 pts
Date & Time

Date and Time*

Users

Completed By*

Pick List

Site*

From FDN-001 Site NameFilter: Status is Active
Text

Site ID*

Linked

Format SITE-000.

Links to FDN-001 Site ID

Pick List

Vehicle*

From FDN-002 Asset NameFilter: Type is vehicle, Status is Active
Text

Asset ID*

Linked

Format AST-0000.

Links to FDN-002 Asset ID

Text

Unit Number

Optional

The number painted on the door, which is what drivers actually use.

Info

The Unit Runs The Whole Load

A reefer failure on a full trailer of chilled product is a five figure loss before anybody notices. Check it before loading, not after the alarm.

Text

Unit Make And Model

Optional
Single Choice

Check Type*

RoutinePre-usePeriodicTargeted
Numeric Answer

Running Hours

Optional

Unit operation

12 fields
Single Choice

Unit Starts And Runs*

Scored
  • Yes3 pts
  • Difficult start1 pt
  • No0 pts
Single Choice

Fuel Level Adequate For Trip*

Scored

A reefer running out of fuel mid trip is the most common and most avoidable excursion cause.

  • Full3 pts
  • Adequate2 pts
  • Marginal0 pts
Single Choice

Oil And Coolant Levels*

Scored
  • Correct3 pts
  • Topped up2 pts
  • Low0 pts
Single Choice

Belts And Hoses Condition*

Scored
  • Good3 pts
  • Worn1 pt
  • Defective0 pts
Single Choice

Condenser And Evaporator Clean*

Scored
  • Clean3 pts
  • Some debris1 pt
  • Blocked0 pts
Single Choice

Airflow Unobstructed*

Scored
  • Yes3 pts
  • Partly1 pt
  • Blocked0 pts
Single Choice

Refrigerant Charge Adequate*

Scored
  • Yes3 pts
  • Low0 pts
Single Choice

Any Refrigerant Leak Suspected*

Scored
  • No3 pts
  • Yes0 pts
Text

Leak Record ID

OptionalLinkedShows if Any Refrigerant Leak Suspected equals Yes

Links to ENV-024 Record ID

Single Choice

Defrost Cycle Functions*

Scored
  • Yes3 pts
  • Intermittent1 pt
  • No0 pts
Single Choice

Unit Reaches Setpoint*

Scored
  • Yes3 pts
  • Slowly1 pt
  • No0 pts
Single Choice

Pull Down Time Acceptable*

Scored
  • Yes3 pts
  • Slow1 pt
  • No0 pts

Control and monitoring

9 fields
Single Choice

Setpoint Correct For Product*

Scored
  • Yes3 pts
  • Adjusted2 pts
  • No0 pts
Numeric Answer

Setpoint Value*

Single Choice

Setpoint Locked Or Controlled*

Scored

Drivers adjusting setpoints to save fuel is a known cause of excursions.

  • Locked3 pts
  • Password controlled3 pts
  • Open0 pts
Single Choice

Temperature Sensors Calibrated*

Scored
  • Yes3 pts
  • Overdue0 pts
Text

Calibration ID

OptionalLinked

Links to MNT-060 Calibration ID

Single Choice

Data Logger Functioning*

Scored
  • Yes3 pts
  • Intermittent1 pt
  • No0 pts
Single Choice

Alarm Function Tested*

Scored
  • Yes3 pts
  • No0 pts
Single Choice

Remote Monitoring Connected

OptionalScored
  • Yes3 pts
  • No1 pt
Single Choice

Previous Trip Data Downloaded*

Scored
  • Yes3 pts
  • No0 pts

Result

17 fields
Numeric Answer

Items Assessed*

Excludes anything marked N/A.

Numeric Answer

Items Failed*

Numeric Answer

Score Percent*

Scored

Calculated on submission. High is good. N/A items leave the denominator.

Single Choice

Result Band*

Scored
  • Pass3 pts
  • Caution1 pt
  • Fail0 pts
Numeric Answer

Completeness Percent*

How much of the template was actually answered. A high score on a half completed form is not a high score.

Single Choice

Unit Fit For Loading*

Scored
  • Yes3 pts
  • After repair1 pt
  • No0 pts
Single Choice

Pre-Cool Required Before Loading*

YesAlready at temperature
Single Choice

Pre-Cool Temperature Achieved

OptionalScored
  • Yes3 pts
  • Marginal1 pt
  • No0 pts
Single Choice

Action Required*

Scored

Raise the action record, then enter its reference here.

  • No2 pts
  • Yes0 pts
Single Choice

Priority

OptionalScoredShows if Action Required equals Yes
  • High0 pts
  • Medium1 pt
  • Low3 pts
Text

CAPA ID

OptionalLinkedShows if Action Required equals Yes

Format CAPA-2026-00000.

Links to FDN-014 CAPA ID

Users

Action Owner

OptionalShows if Action Required equals Yes
Date & Time

Next Due*

Users

Driver*

Signature

Signature*

Users

Transport Supervisor*

Signature

Second Signature*

FLT-004 · record IDs look like INSP-2026-000 · Links Asset; feeds Cold Chain

Open in Knowella

Run it with agents

From a document you fill in to a programme that runs itself

The check itself takes minutes. Making sure it happens before every load, and that a fail actually stops the load rather than just getting logged, is where fleets lose the thread.

KnowFleet

Holds the reefer unit check against the asset register, blocks a load from being dispatched against a unit with an open fail, and keeps the check linked forward to Cold Chain.

KnowMaintain

Takes a fail or a CAPA raised on this check straight into a work order, and feeds calibration and service due dates back so the check itself flags them before they lapse.

KnowEnviro

Watches for the pattern this check is meant to prevent — repeated marginal fuel or unlocked setpoint answers on the same unit — and surfaces it before an excursion, not after.

Ella
Ella

Coordinates the crew across these workspaces, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.

This template lives in KnowFleet — fleet and transport. Drivers, vehicles, hours, cargo securement and operator licence compliance.

Meet KnowFleet→

Glossary

Reefer Unit Check definitions and key terms

Reefer
A refrigerated trailer or truck body with its own independent cooling unit, as distinct from an ambient trailer.
Setpoint
The target temperature the reefer controller is instructed to hold for the product being carried.
Pull-down time
How long the unit takes to bring the trailer from ambient temperature down to setpoint.
Precooling
Running the unit to bring the trailer to setpoint before the load goes in, so the product itself does not have to absorb that cooling load.
Excursion
A period where the carried product's temperature moves outside the range required for that product, whether or not an alarm fired.

FAQ

Frequently asked questions about reefer unit check

Who normally completes a reefer unit check?+

The driver, immediately before loading. It is written to be completed in the yard in a few minutes, not by a technician after the fact.

Does passing this check mean the unit needs no service?+

No. It confirms the unit is fit for this specific load today. Scheduled servicing, parts replacement and technician-level work sit in the Refrigeration Unit Service Record, FLT-047.

What happens if the unit fails the check?+

The template routes to Action Required and a CAPA reference. Depending on severity, that can mean holding the load, swapping trailers, or scheduling repair before the trip departs.

Why is fuel level scored separately from the unit starting?+

A unit can start, run and reach setpoint perfectly on a nearly empty tank. Fuel adequacy is the field that actually predicts whether it will still be cooling at the far end of the trip.

Does a suspected refrigerant leak automatically fail the check?+

It should be treated as a stop condition pending investigation, not logged and ignored. The template links it to a record ID specifically so the leak gets tracked to resolution rather than re-answered Yes on every subsequent check.

How does this check connect to Cold Chain records?+

It feeds Cold Chain downstream — the unit's fitness for loading, setpoint and monitoring status at departure are the baseline that any later temperature excursion record gets compared against.

Keep going

Related templates and programmes

Siddarth Singh

Written and reviewed by

Siddarth Singh

Founder & Chief Executive Officer, Knowella

Certified Safety Professional and industrial and systems engineer with more than a decade inside food supply chain, freight and manufacturing operations. This page was written against the current text of the standards it cites, not against secondary summaries of them.

  • Certified Safety Professional (CSP), Board of Certified Safety Professionals
  • MBA, University of Chicago Booth School of Business
  • MS and BS, The Ohio State University, Industrial and Systems Engineering
  • Six Sigma Black Belt
Verify with BCSP →

Sources and last review. Reviewed 16 August 2026 against:

  • FSMA Sanitary Transportation of Human and Animal Food rule — 21 CFR Part 1, Subpart O
  • 21 CFR 1.908 — Requirements for vehicles and transportation equipment
  • 21 CFR 1.912 — Records requirements
  • ATP Agreement — Carriage of Perishable Foodstuffs

This page is general guidance, not legal advice. Confirm requirements with your jurisdiction’s regulator.

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