The Recovery Assessment Worksheet consolidates electrical and mechanical findings into a single, defensible recovery-level determination — the point where inspection and testing results become an actual engineering decision.
Purpose
Individual test results (an IR/PI trend, a bearing inspection finding) don't by themselves tell you which of the four recovery levels applies. This worksheet exists to combine them systematically, following the same 4-level framework established in the flagship Handbook article.
When to Use
After the Inspection Checklist and Megger Test Record (or equivalent mechanical testing) are both complete
Before communicating a repair/rewind/replace recommendation to a client or asset owner
Classification
Engineering Discipline
Mechanical, Electrical
Machine Types
Motor, Generator, Pump
Industries
All — general-purpose
Required Inputs
Completed Electric Motor Inspection Checklist
Completed Megger Test Record (IR/PI trend)
Mechanical/vibration findings, where applicable
The machine's original rated values (IEC 60034 / NEMA MG-1)
Expected Outputs
A recommended recovery level (1-4) with the supporting evidence stated explicitly — the input needed for a cost estimate via the Recovery Scope Estimator.
The Worksheet
Recovery Assessment Worksheet
Evidence
Finding
Points Toward
IR/PI trend
Bearing / mechanical condition
Frame / core condition
Contamination extent
Indicated Recovery Level →
[Level 1–4, or Replace]
Procedure
Transfer the IR/PI trend conclusion from the Megger Test Record.
Transfer mechanical/bearing findings from the Inspection Checklist.
Assess frame and core condition (visual/structural).
Cross-reference all findings against the 4-level framework: Level 1 (clean/dry/retest), Level 2 (component replacement), Level 3 (rewind), Level 4 (replace).
State the indicated level with the evidence that supports it — never the level alone without its basis.
Acceptance Criteria
RecommendationA completed worksheet is acceptance-ready when every row has a finding (not left blank) and the indicated level is traceable to specific evidence above it — not asserted independently of the table.
Engineering Notes
Note
Electrical and mechanical evidence can point to different levels — when they conflict, the higher (more conservative) level generally governs, since either failure mode alone is sufficient to compromise the machine.
Typical Mistakes
Common Mistake
Determining the recovery level before all inputs are complete, then working backward to justify it — the worksheet should be filled top-to-bottom, not conclusion-first.
