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: 

Perform routine maintenance on lift equipment 
SAQA US ID UNIT STANDARD TITLE
243778  Perform routine maintenance on lift equipment 
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  18 
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 perform routine maintenance on lift equipment to ensure its safe and reliable operation. Learners credited with this unit standard are able to:
  • Determine maintenance requirements and plan maintenance activities.
  • Prepare site and equipment for maintenance.
  • Test safety devices.
  • Perform routine maintenance on lift components and machinery.
  • Record and report information related to routine maintenance.

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

    The skills, knowledge and values reflected in this unit standard form part of the Exit Level Outcomes required 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:
  • Select, use and care for basic hand tools, portable power tools and measuring equipment.
  • Apply and maintain all applicable safety practices.
  • Clean and lubricate lift equipment.

    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.
  • Maintenance is conducted in accordance with manufacturer's technical information, and safety, health and environmental procedures.
  • Recording completed work includes but is not limited to record book and job cards.
  • Materials include but are not limited to spare parts, specified lubricants, cleaning agents, rags and cloths.
  • Tools include but are not limited to hand tools and power tools.
  • Hazards associated with the process include working close to moving equipment, open shafts, and working in confined places 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 maintenance requirements and plan maintenance activities. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Relevant documentation is interpreted to plan maintenance activities. 

    ASSESSMENT CRITERION 2 
    Relevant inspection and maintenance tools that meet the requirements of the job are selected. 

    ASSESSMENT CRITERION 3 
    Activities are sequenced in a logical order. 

    ASSESSMENT CRITERION 4 
    Personal protective equipment that meets the requirements of the job is selected. 

    ASSESSMENT CRITERION 5 
    Planned maintenance activities are discussed with team members and own role and the roles of others are clarified. 

    ASSESSMENT CRITERION 6 
    Required consumables and spare parts are obtained. 
    ASSESSMENT CRITERION RANGE 
    Hazardous substances must be handled in accordance with company procedures.
     

    SPECIFIC OUTCOME 2 
    Prepare site and equipment for maintenance. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Contribute to shut down and lock out activities in accordance with procedures. 

    ASSESSMENT CRITERION 2 
    Public safety is achieved and maintained by appropriate prevention of public access to the work area. 

    ASSESSMENT CRITERION 3 
    Prevention of public access to the worksite (if applicable) is achieved by the use of safety barriers, sign boards or notices. 

    ASSESSMENT CRITERION 4 
    Relevant personnel are informed of the maintenance activities. 

    ASSESSMENT CRITERION 5 
    Items and guards are removed to create sufficient working space for required maintenance work to be carried out. 

    SPECIFIC OUTCOME 3 
    Test safety devices. 
    OUTCOME RANGE 
    Safety devices include but are not limited to stop switches, limits, locks, safety gear, inspection control buttons, main switch. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The operation of all safety devices is tested in accordance with statutory requirements. 

    ASSESSMENT CRITERION 2 
    Problems in operation are identified and appropriate action is taken. 

    ASSESSMENT CRITERION 3 
    Appropriate action includes immediate rectification if within learner's scope of authority and appropriate referral. 

    ASSESSMENT CRITERION 4 
    Test results are recorded and reported in accordance with statutory requirements. 

    SPECIFIC OUTCOME 4 
    Perform routine maintenance on lift components and machinery. 
    OUTCOME RANGE 
    Routine maintenance is performed according to manufacturer's specifications and, where applicable, in accordance with statutory requirements. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Manufacturer's instructions are correctly interpreted and followed to perform inspection and maintenance activities. 

    ASSESSMENT CRITERION 2 
    Correct routine maintenance methodology is applied. 
    ASSESSMENT CRITERION RANGE 
    Routine maintenance methodology includes ensuring that the installation is kept clean in all respects.
     

    ASSESSMENT CRITERION 3 
    The correct tool is selected for each specific activity and is handled and used correctly. 

    ASSESSMENT CRITERION 4 
    Lift components and machinery are inspected for correct functioning and adjustments are made where necessary. 
    ASSESSMENT CRITERION RANGE 
    Inspection of lift components and machinery includes but is not limited to compliance with manufacturer's maintenance specification.
     

    ASSESSMENT CRITERION 5 
    Defects are identified and appropriate corrective action is taken in accordance with manufacturer's specifications and company procedures. 
    ASSESSMENT CRITERION RANGE 
    Appropriate corrective action: minor components are replaced according to manufacturer's specifications; defects on major components are recorded and reported in accordance with company procedures.
     

    ASSESSMENT CRITERION 6 
    Functioning of lubrication systems is checked and corrective action is taken where necessary. 
    ASSESSMENT CRITERION RANGE 
    Evidence of understanding of a range of lubricant types and their purpose and methods of application will be required.
     

    ASSESSMENT CRITERION 7 
    All relevant statutory requirements are complied with. 

    SPECIFIC OUTCOME 5 
    Record, report and discuss issues related to routine maintenance. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    All applicable recording and reporting requirements are met. 

    ASSESSMENT CRITERION 2 
    Challenges encountered during the maintenance process are described and appropriate recommendations are formulated and discussed. 

    ASSESSMENT CRITERION 3 
    Routine maintenance concepts and issues are described and explained. 
    ASSESSMENT CRITERION RANGE 
    Concepts and issues will include:
  • Consequences of not maintaining equipment correctly.
  • Reasons for following maintenance methodology and safety procedures.
  • Reasons for carrying out statutory safety tests.
  • Types of defects that could occur in components and corrective action that could be taken.
  • Consequences of not adhering to manufacturer's specifications and statutory requirements.
  • The importance of effective communication and teamwork when performing maintenance activities.
     


  • 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 lift installation and maintenance 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 & functions:
  • Terminology associated with maintaining lift components and machinery.
  • Inspection and maintenance tools.
  • Lubricants.
  • Lubricating systems.

    Purpose of:
  • Routine maintenance.
  • Maintenance methodology.
  • 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.
  • 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.
  • Types of material defects and corrective action to be taken.
  • Methods of maintaining equipment.

    Processes and events:
  • Maintenance process.
  • Inspection and preparation of work area.
  • Carrying out statutory safety checks.

    Causes and effects, implications of:
  • Possible consequence of not maintaining equipment correctly.
  • Consequences of poor communication about maintenance schedule.
  • Possible consequences of not obtaining authorisation for routine maintenance.
  • Consequences of not preventing unauthorised access to the worksite.
  • Consequences of not adhering to manufacturer's specifications and statutory requirements.
  • Implications of not returning work area to a safe and serviceable condition.

    Procedures and techniques:
  • Routine maintenance procedures.
  • Procedures for replacing components.
  • Inspection procedures for different types of components and machinery being maintained.
  • Worksite procedures.
  • Safety procedures.
  • Waste disposal procedures.
  • Methods of lubrication.

    Sensory cues:
  • Sensory cues related to the maintenance process and the correct or incorrect operation of equipment.

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

    Theory: rules, principles, laws:
  • Working principles of relevant machinery.
  • Relevant sections of manufacturer's technical information and manufacturer's specification for maintenance and quality awareness requirements.
  • Teamwork and communication principles.

    Relationships, systems:
  • The role of routine maintenance in ensuring the safe working condition and effective operation of lift machinery and equipment. 

  • 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 defective components or problems in lift operation and take appropriate corrective action. 

  • UNIT STANDARD CCFO WORKING 
    Work effectively with others.
  • Interact with team members to perform routine maintenance activities. 

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

  • UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information.
  • Gather and evaluate information related to maintenance requirements and equipment operation. 

  • UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively.
  • Report any defects and completion of work activity. 

  • UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically.
  • Use hand and power tools, lubricants and cleaning equipment. 

  • UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems.
  • Describe the role of thorough routine maintenance in ensuring the on-going safe working condition and effective operation of lift machinery and equipment. 

  • 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:
  • 'Lift' means any permanent lifting installation used for the conveyance of persons, persons and goods or access goods only lifts by means of a conveyance or platform running on a fixed guide or guides and serving landings.
  • The term 'lift' as used in this qualification is interchangeable with the term 'elevator'.
  • '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
    Core  58271   National Certificate: Lift Installation and Maintenance  Level 3  NQF Level 03  Reregistered  2023-06-30  MERSETA 
    Elective  58275   Further Education and Training Certificate: Lift Installation and Maintenance  Level 4  NQF Level 04  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.