SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Install escalators 
SAQA US ID UNIT STANDARD TITLE
243766  Install escalators 
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 3  NQF Level 03 
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 
This unit standard reflects the skills required to install escalators. Learners credited with this unit standard are able to:
  • Determine work requirements and plan and prepare for installation.
  • Prepare worksite for installation.
  • Position, align and secure escalator.
  • Complete installation activities.
  • Record and report information related to the installation process.

    Learners credited with this unit standard also know and understand:
  • Applicable safety requirements, worksite procedures and company standards and their application.
  • Principles and concepts relevant to escalators and their installation.

    This unit standard may be selected for the National Certificate in Lift Installation and Maintenance: NQF Level 3. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    The following competencies are assumed:
  • Communication and Literacy, NQF Level 2.
  • Mathematical Literacy, NQF Level 2.

    The credit allocation is based on the assumption that learners are already competent in the following outcomes in the context of the lift installation and maintenance
    industry:
  • Installing the main components of a lift.
  • Rigging.

    The allocation of credits also assumes that the learner will be following a learning programme which integrates the required unit standards. 

  • UNIT STANDARD RANGE 
    The following scope and context applies to the whole unit standard:
  • Statutory requirements include but are not limited to OHS Act, relevant SANS specifications and local authority requirements.
  • Work instructions are completed according to manufacturer's technical information, worksite procedures and layout drawings.
  • All references to 'escalator' include 'passenger conveyors and moving walkways'.
  • Escalators include but are not limited to single or multiple units and have tread ways consisting of belt or pallet/step type.
  • Equipment includes but is not limited to handrails, glass, tracks, steps, pallets, belts, chains, safety devices and associated drive equipment.
  • Tools and equipment include but are not limited to electrical hand winches/hoists, gantries, toe jacks, tank tracks, jacking bolts, engineer's levels, hand and power
    tools, measuring tools, electrical instruments, slings and chain blocks.
  • Fastenings include but are not limited to bolting, expansion bolting and chemical bolting.
  • Hazards associated with the process include working close to moving equipment, in open, unsecured spaces and at heights.
  • All work is performed under the guidance of a competent person.

    Further information on the scope and level of this unit standard is indicated by range statements related to the specific outcomes or assessment criteria. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Determine work requirements and plan and prepare installation. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Work instructions and layout drawings are interpreted correctly in accordance with worksite procedures, company standards and safety requirements. 
    ASSESSMENT CRITERION RANGE 
    Correct interpretation includes understanding of procedures and statutory regulations relevant to the installation process.
     

    ASSESSMENT CRITERION 2 
    Tools, equipment and materials are selected to meet the requirements of the activity. 

    ASSESSMENT CRITERION 3 
    Work activities are planned and verified with competent person and team members are briefed on their
    respective roles. 
    ASSESSMENT CRITERION RANGE 
    Planning includes sequencing activities in a logical order.
     

    ASSESSMENT CRITERION 4 
    Protective safety equipment and components are selected and checked to meet the requirements of the activities. 
    ASSESSMENT CRITERION RANGE 
    Requirements will include statutory requirements.
     

    ASSESSMENT CRITERION 5 
    Hazards and potential risks for each task are identified, documented and reported. 

    ASSESSMENT CRITERION 6 
    Planned sequence of operation meets all worksite requirements and any deviations are discussed with the competent person and rectified. 

    SPECIFIC OUTCOME 2 
    Prepare equipment and worksite for installation. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Authorisation to proceed with installation is confirmed. 

    ASSESSMENT CRITERION 2 
    Worksite is inspected and prepared according to statutory requirements and worksite procedures. 
    ASSESSMENT CRITERION RANGE 
    Preparation of worksite includes appropriate prevention of public access to the worksite, identification and elimination of hazardous conditions and associated risks, protection of adjacent surfaces from soiling and damage.
     

    ASSESSMENT CRITERION 3 
    Safety of work and working area is ensured according to statutory requirements. 
    ASSESSMENT CRITERION RANGE 
    Ensuring safety of working area includes correct use of personal protective equipment, appropriate storage and protection of equipment and components on the site, adherence to safety and good housekeeping standards and procedures.
     

    ASSESSMENT CRITERION 4 
    Rigging operations are planned and rigging equipment is prepared in accordance with procedures. 
    ASSESSMENT CRITERION RANGE 
    Preparing rigging equipment will include ensuring all statutory safety requirements are met.
     

    ASSESSMENT CRITERION 5 
    Necessary equipment is assembled at worksite and visually inspected to be in good working order. 

    SPECIFIC OUTCOME 3 
    Position, align and secure escalator. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Rigging is performed in accordance with worksite requirements and manufacturer's specifications. 

    ASSESSMENT CRITERION 2 
    Planned sequence of installation activities is adhered to. 

    ASSESSMENT CRITERION 3 
    Correct installation methodology and safety procedures are followed to position and align the escalator. 
    ASSESSMENT CRITERION RANGE 
    Where applicable, installation will include accurate alignment and joining of two separate units.
     

    ASSESSMENT CRITERION 4 
    The escalator is installed, positioned, aligned and secured within specified tolerances. 

    ASSESSMENT CRITERION 5 
    Positioning and alignment of escalator is checked for compliance with layout drawing and builder's datum lines. 

    ASSESSMENT CRITERION 6 
    Escalator is installed and secured in accordance with manufacturer's specifications, worksite procedures and statutory requirements. 

    SPECIFIC OUTCOME 4 
    Complete installation activities. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Permanent power supply is connected in accordance with worksite procedures and statutory requirements. 

    ASSESSMENT CRITERION 2 
    Installation is inspected for compliance with manufacturer's specifications and deviations are identified and corrected in accordance with relevant procedures. 

    ASSESSMENT CRITERION 3 
    Work area is cleared and restored to a safe condition. 

    ASSESSMENT CRITERION 4 
    Equipment, tools and protective materials are checked, cleaned and returned in accordance with company procedures. 

    ASSESSMENT CRITERION 5 
    Lubricants and waste materials are disposed of in accordance with environmental and safety procedures. 

    SPECIFIC OUTCOME 5 
    Record information related to installation and report and discuss issues related to the installation process. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Relevant parties are informed of work progress in accordance with correct procedures. 
    ASSESSMENT CRITERION RANGE 
    Informing relevant parties will include discussions with team members to report progress and resolve issues arising from the process.
     

    ASSESSMENT CRITERION 2 
    Documentation is completed in accordance with statutory requirements and company procedures. 

    ASSESSMENT CRITERION 3 
    Lessons learned while performing installation activities are discussed and explained. 

    ASSESSMENT CRITERION 4 
    Concepts and issues related to the installation process are described and explained. 
    ASSESSMENT CRITERION RANGE 
    Concepts and issues will include potential problems and appropriate preventive or corrective measures; possible consequences of not following procedures; the importance of planning and of meeting deadlines; the importance of effective communication with all affected parties; the need for effective communication and teamwork.
     


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Assessment will be governed by the policies and guidelines of a relevant Education and Training Quality Assurance body (ETQA), which has jurisdiction over this field of learning. The policies and procedures of the relevant ETQA will also determine:
    > How the assessment is moderated.
    > How a learner can appeal against the outcome of the assessment.
  • Any institution or company which offers learning to achieve the purpose of this unit standard must be accredited as a provider through the relevant ETQA.
  • The integrated assessment should be based on a summative assessment guide. The guide will specify how the assessor will assess different aspects of the performance and will include:
    > Evaluating evidence in a portfolio of evidence, particularly projects which integrate various aspects of the unit standard and which demonstrate the integration of knowledge, skills and values, and the development of the critical outcomes.
    > Observing and listening to the learner at work, both in primary activities as well as in other interactions, or in relevant simulations.
    > Asking questions and initiating short discussions to test understanding and to verify other evidence.
    > Looking at records and reports.
    > Formative assessment.
  • Assessment of competence for this unit standard is based on experience acquired by the learner in the workplace, within the particular escalator installation context. The assessment process should cover the explicit tasks required for the unit standard as well as the understanding of the underpinning concepts and principles.
  • The assessment process should also establish how the learning process has advanced the Critical Cross-field Outcomes.
  • Learners may choose in which language they want to be assessed. This should be established as part of a process of preparing the learner for assessment and familiarising the learner with the approach being taken.
  • Assessors should also evaluate evidence that the learner has been performing consistently over a period of time.
  • The assessment for this unit standard can be done in conjunction with the assessment of other unit standards related to a qualification, and in conjunction with the assessment for the qualification as a whole. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    The following items reflect the type of knowledge that the assessor will evaluate.

    Names and functions:
  • Terminology associated with escalators.
  • Tools, equipment, materials, components, fasteners, lubricants.

    Purpose of:
  • Communication with affected parties.
  • Use and application of personal protective equipment.
  • Securing the worksite to prevent public access.
  • Ensuring safe working conditions.
  • Documentation, reporting.

    Attributes, descriptions, characteristics and properties:
  • Hazards associated with the process.
  • Work specifications, layouts/drawings and procedures.
  • Effective teamwork and communication.
  • Quality assurance requirements.
  • Relevant manufacturer's technical information and specifications.
  • Methods followed to ensure safety of the working area.
  • Occupational safety, health and environmental requirements.
  • Quality assurance requirements.

    Processes and events:
  • Rigging and lifting escalators.
  • Positioning, aligning and installing escalators.

    Causes and effects, implications of:
  • Possible consequences of not following procedures or adhering to specifications.
  • Inadequate communication.

    Procedures and techniques:
  • Relevant rigging procedures.
  • Relevant alignment procedures.
  • Quality assurance procedures.
  • Worksite procedures.

    Sensory cues:
  • Sensory cues related to the installation process.
  • Sensory cues for identifying deviations.

    Regulations, legislation, agreements, policies, standards:
  • Applicable statutory requirements.
  • Company standards.
  • Manufacturer's specifications.
  • Occupational safety, health and environmental requirements.

    Theory: rules, principles, laws:
  • Working principles of escalators.
  • Manufacturer's technical information relevant to the process.
  • Principles of teamwork and communication.

    Relationships, systems:
  • The interaction of electrical, mechanical and safety systems in the operation of escalators. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems:
  • Identify deviations in alignment and take corrective action. 

  • UNIT STANDARD CCFO WORKING 
    Work effectively with others:
  • Co-ordinate activities with those of team members to position, align and secure escalators. 

  • UNIT STANDARD CCFO ORGANISING 
    Organise and manage myself and my activities:
  • Determine and adhere to a sequence of operation for installation activities.
  • Work systematically in accordance with relevant procedures. 

  • UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information:
  • Gather information during positioning and aligning activities and interpret and apply information to ensure alignment of installation. 

  • UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively:
  • Brief work team members on their respective roles.
  • Record and report information on installation. 

  • UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically:
  • Use measuring instruments to align escalators to builders' datum line.
  • Apply understanding of angles, weight distribution and lifting points to lift and align escalators. 

  • UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems:
  • Describe the role of safety devices in ensuring the safe and efficient operation of escalators. 

  • UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

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

    UNIT STANDARD NOTES 
    Supplementary information.

    Terms used in this qualification are defined as follows:
  • 'Escalator' means a power driven inclined stairway with moving steps and handrails intended for the transportation of persons from one level to another.
  • 'Passenger conveyors and moving walkways' refer to equipment which transports persons from one point to another either horizontally or at an inclined angle.
  • 'Competent person' means a person who has completed a learnership in the trade of lift mechanic or has completed an accepted associated trade training and who has had one year's post-qualification general practical experience on lifts. 

  • QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  58271   National Certificate: Lift Installation and Maintenance  Level 3  NQF Level 03  Reregistered  2023-06-30  MERSETA 


    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. Nqoba Lift Consultants T/A Nqoba Training (ORMONDE) (TP) 
    2. OTIS (PTY) LTD (Wadeville)(TP) 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.