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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Maintain gearboxes 
SAQA US ID UNIT STANDARD TITLE
13325  Maintain gearboxes 
ORIGINATOR
SGB Manufacturing and Assembly Processes 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 06 - Manufacturing, Engineering and Technology Manufacturing and Assembly 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04  10 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
Learners in the field of engineering require the skills, values and knowledge reflected in this unit standard.

The learning outcomes in this unit standard also contribute to the exit level outcomes required for the National Certificate in Mechanical Engineering Fitting (NQF level 4) and related qualifications.

Qualifying learners are able to inspect gearboxes, determine faults, assess requirements for repair, and remove, replace and set up parts and components. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
This unit standard has been designed as part of a progression. It is one of a series of unit standards for machine and equipment maintenance in the engineering area.

The credits allocated to this unit standard assume that a learner has already learned to
  • Maintain static and dynamic seals, lubrication systems, indirect and direct drives and bearings 

  • UNIT STANDARD RANGE 
    The ranges as indicated under the specific outcomes determine the scope and level of this unit standard.

    The learner should be able to work autonomously with minimal supervision and according to worksite and manufacturer specifications and occupational safety, health and environmental legislation.

    Work is generally, but not exclusively, carried out in a team environment. 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Plan and prepare for gearbox maintenance. 
    OUTCOME RANGE 
    Planning and preparation includes reading and understanding drawings, task instructions and breakdown scheduling, identification of the equipment to be maintained, obtaining maintenance schedules and manufacturer specifications for specific equipment to be maintained 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Site and equipment are prepared for gearbox maintenance. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 2 
    2. Gearbox is maintained and restored to a safe and serviceable condition. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 3 
    3. Problems are identified and corrective action taken. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 4 
    4. Gearbox is checked for compliance with operational requirements. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 5 
    5. Gearbox condition is recorded and reported. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • SPECIFIC OUTCOME 2 
    Prepare site and equipment. 
    OUTCOME RANGE 
  • Preparation includes ensuring system is safe .
  • Making gearbox safe includes isolation and applying protective equipment.
  • Isolation includes electrical and mechanical energy. 

  • ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Site and equipment are prepared for gearbox maintenance. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 2 
    2. Gearbox is maintained and restored to a safe and serviceable condition. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 3 
    3. Problems are identified and corrective action taken. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 4 
    4. Gearbox is checked for compliance with operational requirements. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 5 
    5. Gearbox condition is recorded and reported. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • SPECIFIC OUTCOME 3 
    Inspect and assess gearbox maintenance requirements. 
    OUTCOME RANGE 
  • Gearboxes include single and multi stage reduction gearboxes.
  • Checks include visual and using tools and instruments.
  • Inspection includes determining backlash, float and tooth contact area (where applicable). 

  • ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Site and equipment are prepared for gearbox maintenance. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 2 
    2. Gearbox is maintained and restored to a safe and serviceable condition. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 3 
    3. Problems are identified and corrective action taken. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 4 
    4. Gearbox is checked for compliance with operational requirements. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 5 
    5. Gearbox condition is recorded and reported. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • SPECIFIC OUTCOME 4 
    Maintain gearbox. 
    OUTCOME NOTES 
    Identify problems and take corrective action 
    OUTCOME RANGE 
  • Maintenance includes visual inspections, identifying non-conforming components, removal, repair and installation of components and parts and confirming lubricant levels.
  • Gearbox characteristics include usage and operating range / temperature, control of friction and interaction of moving surfaces.
  • Problems include non-conforming components, leaks, wear and damage vibration, temperature, excessive noise, excessive backlash, meshing and undue movement of components. 

  • ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Site and equipment are prepared for gearbox maintenance. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 2 
    2. Gearbox is maintained and restored to a safe and serviceable condition. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 3 
    3. Problems are identified and corrective action taken. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 4 
    4. Gearbox is checked for compliance with operational requirements. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 5 
    5. Gearbox condition is recorded and reported. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • SPECIFIC OUTCOME 5 
    Check gearbox for compliance with operational requirements. 
    OUTCOME RANGE 
    Operational requirements include correct force and torque used and speed reduction / increase 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Site and equipment are prepared for gearbox maintenance. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 2 
    2. Gearbox is maintained and restored to a safe and serviceable condition. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 3 
    3. Problems are identified and corrective action taken. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 4 
    4. Gearbox is checked for compliance with operational requirements. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 5 
    5. Gearbox condition is recorded and reported. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • SPECIFIC OUTCOME 6 
    Care for and store system maintenance tools and equipment. 
    OUTCOME RANGE 
    Tools and equipment include absorbent material, hand tools and cleaning equipment and fluids 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Site and equipment are prepared for gearbox maintenance. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 2 
    2. Gearbox is maintained and restored to a safe and serviceable condition. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 3 
    3. Problems are identified and corrective action taken. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 4 
    4. Gearbox is checked for compliance with operational requirements. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 5 
    5. Gearbox condition is recorded and reported. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • SPECIFIC OUTCOME 7 
    Record information on work done. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Site and equipment are prepared for gearbox maintenance. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 2 
    2. Gearbox is maintained and restored to a safe and serviceable condition. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 3 
    3. Problems are identified and corrective action taken. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 4 
    4. Gearbox is checked for compliance with operational requirements. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 5 
    5. Gearbox condition is recorded and reported. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • SPECIFIC OUTCOME 8 
    Discuss and explain incidents and problems related to gearbox maintenance. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Site and equipment are prepared for gearbox maintenance. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 2 
    2. Gearbox is maintained and restored to a safe and serviceable condition. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 3 
    3. Problems are identified and corrective action taken. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 4 
    4. Gearbox is checked for compliance with operational requirements. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 5 
    5. Gearbox condition is recorded and reported. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • SPECIFIC OUTCOME 9 
    Work safely with due care for self, fellow workers, machines, equipment, materials and environment. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Site and equipment are prepared for gearbox maintenance. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 2 
    2. Gearbox is maintained and restored to a safe and serviceable condition. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 3 
    3. Problems are identified and corrective action taken. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 4 
    4. Gearbox is checked for compliance with operational requirements. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 

  • ASSESSMENT CRITERION 5 
    5. Gearbox condition is recorded and reported. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. System is confirmed to be isolated
    2. System maintenance consumables, parts and / or components are selected, fitted and adjusted to meet operational requirements
    3. Maintained gearbox is checked for conformance with manufacturer specifications
    4. Non-conforming consumables, damaged or sub-standard components and equipment are timeously identified and appropriate corrective action taken
    5. Gearbox records are completed and processed
    6. Work is carried out in a safe manner in accordance with schedules and manufacturer specifications
    7. Maintenance process cycle time meets workplace requirements
    8. A clean and tidy work environment is maintained
    9. No delays are caused as a result of poor planning for gearbox maintenance and identifying problems
    10. Applicable health, safety and environmental procedures are adhered to

    Understanding confirmed:

    Respond to 'what if' and 'why' questions covering:
  • Gearboxes, their characteristics and working principles
  • The maintenance process - sequence, procedures and techniques
  • Tools and equipment used
  • Quality awareness: implications of gearbox maintenance that do not comply with operational requirements
  • Applicable gearbox maintenance theory
  • Safety
  • Reporting and documentation requirements

    Discuss the implications of not adhering to sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 


  • UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    The assessment will be governed by the policies and guidelines of the MERSETA Education and Training Quality Assuror who has jurisdiction over this field of learning. The assessor will (at the very least) be accredited and have a technical qualification in this learning area.

    The learner can be assessed in the language of his/her choice although s/he has to report incidents or conditions to someone else. The learner will be assessed on his/her ability to report in the language commonly used in his/her working environment.

    The learner will be assessed in the workplace but s/he can submit documents, projects, test results and assignments that were not produced in the workplace.

    The learner can be assessed against this unit standard to obtain credits or as part of an integrated assessment for a qualification. 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    Names & functions of:
  • Gearbox and components
  • Tools and equipment used in the gearbox maintenance process
  • Quality terminology and concepts
  • Defects on equipment and components

    Attributes, descriptions, characteristics & properties:
  • Typical gearbox faults and defects
  • Gearbox applications
  • Characteristics of different types of gearboxes

    Sensory cues:
  • Sensory cues (what I see, hear, smell, feel) utilised for identifying gearbox related defects and non-conformances and the causes thereof

    Purpose of:
  • Preparing site and equipment for maintenance process
  • Maintaining gearboxes
  • Quality checks and procedures
  • Reporting problems
  • Identification of wear patterns on components
  • Measuring backlash and tooth contact areas

    Processes, events, causes and effects, implications:
  • Implications of non-conformance
  • Causes of and implications of poor tooth mesh
  • Causes and responses to common problems
  • Maintenance sequence and process
  • Implications and consequences of situations such as, e.g. using damaged or faulty tools equipment, delaying reports about problems in work area

    Procedures and techniques:
  • Ensuring system is safe
  • Identifying component defects
  • Maintaining gearbox components
  • Preparing consumables, replacement components / parts for maintenance
  • Quality checks and procedures
  • Reporting procedures

    Regulations, legislation, agreements, policies, standards:
  • Applicable safety, health and environmental protection legislation and standards
  • Applicable company policies and procedures

    Theory: rules, principles, laws:
  • Applicable mechanical theory relating to the maintenance of gearboxes, e.g. polymers (insulation), gear drives and lubrication, torque, backlash and float
  • Applicable mathematical concepts, e.g. friction coefficient, ratios in reduction / increase of revolutions

    Relationships, systems:
  • The relationship of the gearbox maintenance process to the production process 


  • Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems:
  • Recognise and respond to non-conforming components / parts 

  • UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team:
  • Interact with colleagues and team members in order to maintain gearbox 

  • UNIT STANDARD CCFO ORGANISING 
    Organise and manage my activities and myself:
  • According to procedures, following regular, consistent methodical work patterns
  • Manage resources and my time 

  • UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information:
  • Collect sensory and numeric information from the gearbox maintenance process
  • Classify the information and identify deviations from the norm 

  • UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively:
  • Record outputs and incidents 

  • UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically:
  • Understand and explain mechanical theory relevant to the gearbox maintenance process 

  • UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems:
  • Understand and explain the purpose of gearbox maintenance to the production process
  • Justify my actions as appropriate 

  • REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  58275   Further Education and Training Certificate: Lift Installation and Maintenance  Level 4  NQF Level 04  Reregistered  2023-06-30  MERSETA 
    Core  49646   Further Education and Training Certificate: Manufacturing Technical Maintenance  Level 4  NQF Level 04  Reregistered  2023-06-30  AgriSETA 
    Core  23275   National Certificate: Mechanical Engineering: Fitting  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered" 
    2008-06-25  MERSETA 
    Core  23256   National Certificate: Mechanical Engineering: Fitting and Machining  Level 4  Level TBA: Pre-2009 was L4  Passed the End Date -
    Status was "Reregistered" 
    2008-10-22  Was MERSETA until Last Date for Achievement 
    Elective  59669   National Certificate: Mechanical Engineering: Fitting  Level 3  NQF Level 03  Reregistered  2021-06-30  As per Learning Programmes recorded against this Qual 
    Elective  58270   Further Education and Training Certificate: Electro-Mechanics  Level 4  NQF Level 04  Reregistered  2021-06-30  As per Learning Programmes recorded against this Qual 
    Elective  59709   Further Education and Training Certificate: Mechanical Engineering: Fitting  Level 4  NQF Level 04  Reregistered  2021-06-30  As per Learning Programmes recorded against this Qual 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. Black Eagle Training (PIETERMARITZBURG) (TP) 
    2. Blue Horison Properties 53 (Pty) Ltd T/A Durnacol Skills Innovation Hu 
    3. Coastal Kzn F.E.T. College - Swinton Road Campus 
    4. Customised Training Specialists Trust T/A CTS (PINETOWN) (TP) 
    5. Eastcape Midlands Public FET College - Uitenhage (High Street)Campus 
    6. Eastcape Training Centre 
    7. Enstra Learning and Development Centre (Pty) Ltd (SPRINGS) (TP) 
    8. False Bay Public FET College - Westlake Campus 
    9. Gijima AST Holdings (Pty) Ltd T/A Fundi Training Centre (BENONI) (TP) 
    10. Gijima Holdings (Pty) Ltd T/A Industrial Skills Development - Middelb 
    11. Ikhaya Fundisa Technical Academy 
    12. ITHEMBA INSTITUTE OF TECHNOLOGY 
    13. Izizwe Training Centre (Pty) Ltd T/A Simtech Training (NORTHDENE) (TP) 
    14. Lesedi Skills Academy (TP) 
    15. Majuba FET College - Newcastle Technology Centre 
    16. MSC Artisan Academy (Pty) Ltd T/A Master Artisan Academy SA (EAST LOND 
    17. Mthetana Trading & Construction T/A Multi Skill Training Centre (DURBA 
    18. Northlink College - Wingfield Campus 
    19. Nqoba Lift Consultants T/A Nqoba Training (ORMONDE) (TP) 
    20. OTIS (PTY) LTD (Wadeville)(TP) 
    21. PHATSIMA ENGINEERING TRAINING & DEVELOPMENT CC (Potchefstroom)(TP) 
    22. Scaw Metals Group (Pty) Ltd T/A Scaw Metals (DINWIDDIE) (TP) 
    23. SEDIBENG TRAINING CENTRE 
    24. Shine The Way 281 cc T/A Industrial Training Centre (NEW GERMANY) (TP) 
    25. Shukela Training Centre 
    26. Tekmation (Pty) Ltd T/A Tekmation Training Institute (DURBAN) (TP) 
    27. THE SAJ COMPETENCY TRAINING INSTITUTE CC 
    28. Toyota Academy Toyota SA Motors (Pty) Ltd (ISIPINGO) (TP) 
    29. Umfolozi FET College 
    30. Umfolozi FET College - Mandeni Campus 
    31. Volkswagen of South Africa (Pty) Ltd - Technical Learning Academy (UIT 
    32. World Focus 382 cc T/A Richards Bay Technical Training & Assessment Centre (ZCBF) (RICHARDS BAY) (TP) 



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