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 THAT HAS PASSED THE END DATE: 

Diagnose and respond to lift system faults 
SAQA US ID UNIT STANDARD TITLE
243759  Diagnose and respond to lift system faults 
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  16 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "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 diagnose and respond to faults in lift systems. Learners credited with this unit standard are able to:
  • Gather information about the problem.
  • Identify the fault, determine the cause/s and take appropriate corrective action.
  • Test and monitor the operation of the lift and return it to service.
  • Record and report information related to diagnosing and responding to faults.

    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 diagnosing and responding to faults and their application in practice.

    The skills, knowledge and values reflected in this unit standard form part of the Exit Level Outcomes required for the Further Education and Training Certificate: Lift Installation and Maintenance. 
    		•

    LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    The following competencies are assumed:
  • Communication and Literacy, NQF Level 3.
  • Mathematical Literacy, NQF Level 3.

    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 hand and power tools and measuring equipment.
  • Apply and maintain electrical safety.
  • Prepare materials, tools and components for tracing of faults.
  • Identify and interpret electrical drawings.

    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:
  • Responding to faults includes reporting if out of scope of own authority, repairing, replacing, referring.
  • Statutory requirements include but are not limited to OHS Act, relevant SANS specifications and local authority requirements.
  • Quality assurance includes manufacturer's technical information and safety, health and environmental procedures.
  • Equipment includes but is not limited to equipment that may be needed for maintenance, production line machinery maintenance, electrical installation and switches.
  • Control systems for the lift Industry are limited to relay logic circuits.
  • Complex group control systems for the lift industry include but are not limited to relay logic/electronic discrete circuits, multi-function circuitry, group dispatching controllers.
  • Recording completed work includes but is not limited to record book and job cards.
  • Materials include but are not limited to electronic components, electrical/mechanical components.
  • Tools include but are not limited to diagnostic tools, hand tools, power tools and specialised electronic safety equipment.
  • Hazards associated with the process include working close to moving equipment, open shafts, and working in confined spaces and at heights.
  • All activities are performed under the supervision of a competent person. 
    		•

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Confirm reported fault with the customer or relevant authority and gather information. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Relevant parties are informed of arrival on site and the reported fault is confirmed in accordance with worksite procedures. 

    ASSESSMENT CRITERION 2 
    Relevant documentation is consulted to ascertain normal performance and functioning of the equipment. 
    ASSESSMENT CRITERION RANGE 
    Relevant documentation includes operating instructions, manufacturer's specifications, commissioning data, etc.
     

    ASSESSMENT CRITERION 3 
    The record book is consulted to obtain history of lift. 

    ASSESSMENT CRITERION 4 
    The senses are used to determine the physical condition of the lift and to identify anomalies. 

    ASSESSMENT CRITERION 5 
    Equipment is tested and monitored for compliance with manufacturer's specifications and normal operation. 

    ASSESSMENT CRITERION 6 
    Results of inspections are referenced against manufacturer's specifications and deviations and anomalies are identified. 

    SPECIFIC OUTCOME 2 
    Plan and prepare work team and work site. 
    OUTCOME RANGE 
    Preparing work site will include isolating the faulty system by using the correct lock out procedures. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Sequence of operations is determined and work schedule is communicated to relevant parties. 
    ASSESSMENT CRITERION RANGE 
    Communication includes resolving issues of co-ordination with affected parties.
     

    ASSESSMENT CRITERION 2 
    Appropriate resources are identified and selected and are available at the worksite. 
    ASSESSMENT CRITERION RANGE 
  • Resources include personnel, materials, tools and equipment.
  • Selection includes checking that tools and equipment meet the requirements of the work activity.
     
    		•

    ASSESSMENT CRITERION 3 
    Work area is prepared according to statutory requirements and worksite procedures. 
    ASSESSMENT CRITERION RANGE 
    Preparation of worksite includes appropriate prevention of public access to the worksite to achieve and maintain public safety; identification and elimination of hazardous conditions.
     

    ASSESSMENT CRITERION 4 
    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, positioning and securing lift, ensuring safe access to work area, adhering to safety standards and procedures.
     

    ASSESSMENT CRITERION 5 
    Correct procedures are followed to isolate the faulty system. 

    SPECIFIC OUTCOME 3 
    Identify fault and determine the cause. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Appropriate fault finding and diagnostic techniques are selected and applied and relevant readings are obtained. 
    ASSESSMENT CRITERION RANGE 
    Techniques include the use of diagnostic tools and/or electrical measuring instruments.
     

    ASSESSMENT CRITERION 2 
    Readings are interpreted with reference to manufacturer's specifications and variances are identified and recorded accurately. 

    ASSESSMENT CRITERION 3 
    All available evidence is considered and a process of elimination is applied systematically to identify faults. 

    ASSESSMENT CRITERION 4 
    Faults are identified and their root causes are determined. 
    ASSESSMENT CRITERION RANGE 
    This will include any other problem identified that might not be the direct cause of the malfunctioning but has the potential to cause stoppages in the future.
     

    ASSESSMENT CRITERION 5 
    Conclusions about root causes are explained and justified appropriately. 

    SPECIFIC OUTCOME 4 
    Take corrective action. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The faulty sub-system is isolated, where required. 
    ASSESSMENT CRITERION RANGE 
    The activity will include isolating the faulty sub-system by using the correct lock out procedures.
     

    ASSESSMENT CRITERION 2 
    Relevant information is interpreted to determine the correct course of action to be taken. 

    ASSESSMENT CRITERION 3 
    The selected course of action is justified appropriately. 
    ASSESSMENT CRITERION RANGE 
    The learner is required to show that he/she has considered a number of possible courses of action and is able to justify the chosen approach.
     

    ASSESSMENT CRITERION 4 
    Faults outside of the learner's area of authority are reported to the correct authority. 

    ASSESSMENT CRITERION 5 
    Where the fault is within the learner's scope of authority, appropriate action is taken to rectify the defect. 
    ASSESSMENT CRITERION RANGE 
    Rectifying the defect will include repairing or replacing components or referring the problem appropriately.
     

    SPECIFIC OUTCOME 5 
    Test and monitor operation of lift and return lift to service. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Equipment is switched back on in accordance with laid down procedures and statutory requirements. 

    ASSESSMENT CRITERION 2 
    Equipment is tested and monitored for correct operation and compliance with manufacturer's specifications and statutory requirements. 

    ASSESSMENT CRITERION 3 
    The operation of all safety requirements is checked and tested in accordance with statutory requirements. 

    ASSESSMENT CRITERION 4 
    Work area is cleared, secured and restored to a safe and serviceable condition. 
    ASSESSMENT CRITERION RANGE 
    Restoring to a safe and serviceable condition includes cleaning, checking and storing tools and equipment; disposing of waste in an environmentally friendly manner.
     

    SPECIFIC OUTCOME 6 
    Record and report findings and outcomes. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Findings and outcomes are recorded and reported in accordance with statutory requirements and company procedures. 
    ASSESSMENT CRITERION RANGE 
    Reporting includes informing relevant response centre.
     

    ASSESSMENT CRITERION 2 
    Relevant parties are informed of work outcomes in accordance with worksite procedures and statutory requirements. 

    ASSESSMENT CRITERION 3 
    Possible faults and their root causes are described and explained with reference to the learner's experience. 

    ASSESSMENT CRITERION 4 
    Completion of diagnostic and response tasks is reported to competent person and issues are resolved. 


    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 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 n 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 diagnosing and repairing faults.
  • Tools, techniques, materials, equipment and components.

    Purpose of:
  • Applying elimination method to fault finding.
  • Collecting and analysing information.
  • Use and application of personal protective equipment.
  • Selection of specific tools and testing equipment.
  • Inspecting and preparing work area.
  • Documentation and communication.

    Attributes, descriptions, characteristics and properties:
  • Working principles of relevant machinery and equipment.
  • Acceptable variance against manufacturer's specifications.
  • Hazards associated with the process.
  • Occupational safety, health and environmental requirements.
  • Quality assurance requirements.
  • Documentation and reporting requirements.
  • Methods followed to ensure safety of the working area.
  • Methods of diagnosing, testing and repairing faults.
  • Typical faults and corrective actions to be taken.

    Processes and events:
  • Diagnosing faults and determining correct response.

    Causes and effects, implications of:
  • Implications of not following procedures.
  • Consequences of poor communication.
  • Consequences of not liaising with appropriate parties or obtaining authorisation.
  • Consequences of not preventing public access to the worksite.

    Procedures and techniques:
  • Testing and diagnostic procedures.
  • Elimination procedures.
  • Procedures for repairing or replacing components and referring problems.
  • Safety procedures.

    Sensory cues:
  • Sensory cues associated with machinery and equipment faults.
  • Sensory cues associated with normal performance.

    Regulations, legislation, agreements, policies, standards:
  • Relevant sections of the Occupational Health and Safety Act.
  • Company standards.
  • Occupational safety, health and environmental requirements.
  • Quality assurance requirements and procedures.

    Theory: rules, principles, laws:
  • Principles of equipment operation.
  • Principles of problem solving.

    Relationships, systems:
  • The interaction of the various systems of the lift and their roles in ensuring safe and efficient performance.
  • The application of a variety of information gathering, testing and diagnostic methods to collect information for identifying faults and determining their causes. 
    		•

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems.
  • Apply a range of testing and diagnostic techniques to identify faults and use a process of elimination to determine causes and appropriate corrective actions. 
    		•

    UNIT STANDARD CCFO WORKING 
    Work effectively with others.
  • Interact with customers and team members to diagnose and rectify problems. 
    		•

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage myself and my activities.
  • Work systematically to collect information, reference this against specifications and apply a process of elimination to diagnose faults and determine their causes. 
    		•

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information.
  • Collect, analyse and evaluate information from a range of sources to diagnose faults. 
    		•

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively.
  • Communicate with customers and team members.
  • Record and report information related to diagnosing and responding to faults. 
    		•

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically.
  • Use testing, monitoring and diagnostic tools.
  • Use tools, materials and equipment to resolve problems related to the malfunctioning of the lift systems. 
    		•

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems.
  • Explain the interaction of the various systems of the lift and describe their roles in ensuring safe and efficient performance.
  • Describe how a variety of information gathering, testing and diagnostic methods are applied to collect information for identifying faults and determining their causes. 
    		•

    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  58275   Further Education and Training Certificate: Lift Installation and Maintenance  Level 4  NQF Level 04  Passed the End Date -
    Status was "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.
     
    NONE 


    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.