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 main lift components 
SAQA US ID UNIT STANDARD TITLE
243768  Install main lift components 
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  15 
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 the main components of a lift safely, efficiently and to specification. Learners credited with this unit standard are able to:
  • Interpret installation instructions and plan and prepare for the activities.
  • Prepare equipment and worksite for installation.
  • Install lift components.
  • Inspect, adjust and secure components.
  • Record information related to installation and report and discuss issues 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, concepts and issues relevant to main lift components and their installation.

    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 hand and power tools and measuring equipment.
  • Apply and maintain all aspects of safety.
  • Use and care for lifting tackle.
  • Prepare materials, tools and components for mechanical assembly.
  • Interpret engineering and layout sketches and drawings.
  • Erect and use scaffolding and 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:
  • Main components include but are not limited to guide rails, brackets, landing doors, pit equipment, car sling, car body, counterweight frame and blocks, door operator, hoisting machine, controller and governor.
  • 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.
  • Tools and equipment include but are not limited to electrical hand winches/hoists, hand tools, power tools and measuring tools.
  • Fastenings include but are not limited to bolting, expansion bolting, grouting and chemical bolting.
  • Scaffolding equipment includes but is not limited to pre-fabricated scaffolding, tube and cripler scaffolds.
  • Hazards associated with the process include working at height and close to open shafts.
  • All activities are performed under the supervision 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 
    Interpret installation instructions and plan and prepare for the activities. 

    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 
    Appropriate components, materials and tools are selected. 

    ASSESSMENT CRITERION 3 
    Work activities are planned and verified with competent person. 

    ASSESSMENT CRITERION 4 
    Planned work activities are communicated clearly to team members. 
    ASSESSMENT CRITERION RANGE 
    Work plan will include sequencing, time estimates, storage of materials on site, personnel required to complete the job.
     

    ASSESSMENT CRITERION 5 
    Protective safety equipment is selected and checked to meet the requirements of the activities. 
    ASSESSMENT CRITERION RANGE 
    Requirements will include statutory requirements.
     

    ASSESSMENT CRITERION 6 
    Hazards and potential risks for each task are identified, documented and reported. 

    SPECIFIC OUTCOME 2 
    Prepare equipment and worksite for installation. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Authorisation to proceed with installation is confirmed. 

    ASSESSMENT CRITERION 2 
    Work area is inspected and prepared according to statutory requirements and worksite procedures. 

    ASSESSMENT CRITERION 3 
    Safety of working area is ensured according to statutory requirements. 
    ASSESSMENT CRITERION RANGE 
    Ensuring the safety of working area will include but is not limited to clearing of leftover building material, cleaning the worksite and appropriate prevention of public access to the worksite.
     

    ASSESSMENT CRITERION 4 
    Corrective actions to eliminate hazardous conditions are taken according to worksite procedures. 

    ASSESSMENT CRITERION 5 
    Equipment and components are stored and protected on the site in accordance with worksite procedures. 

    SPECIFIC OUTCOME 3 
    Install lift components. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Alignment and marking out is in reference to engineering and layout drawings. 

    ASSESSMENT CRITERION 2 
    Correct position of template is verified. 

    ASSESSMENT CRITERION 3 
    Components and surfaces are correctly prepared for installation. 
    ASSESSMENT CRITERION RANGE 
    Component and surface preparation will include but is not limited to de-burring, oiling or greasing, coating, painting.
     

    ASSESSMENT CRITERION 4 
    Correct procedures are followed to position and align components within specification tolerances. 
    ASSESSMENT CRITERION RANGE 
    A variety of positioning and aligning procedures will be required to meet the requirements of the range of components.
     

    ASSESSMENT CRITERION 5 
    Alignment of components is checked for compliance with drawings and running clearances. 

    ASSESSMENT CRITERION 6 
    Consequences of misalignment are discussed and explained. 

    SPECIFIC OUTCOME 4 
    Inspect, adjust and secure components. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Correct inspection procedures are followed. 

    ASSESSMENT CRITERION 2 
    Insulation procedures are followed where applicable. 

    ASSESSMENT CRITERION 3 
    Operation of components is manually checked for safety and functionality. 

    ASSESSMENT CRITERION 4 
    Component is re-adjusted where necessary and irregularities are responded to appropriately. 

    ASSESSMENT CRITERION 5 
    Components are secured in final position in accordance with manufacturer's specifications, worksite procedures and statutory requirements. 

    ASSESSMENT CRITERION 6 
    Performance contributes to the achievement of team objectives. 

    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 
    Information related to installation is recorded in accordance with correct 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:
  • 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 to contribute to effective 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 lift maintenance and 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 & functions of:
  • Terminology associated with installation of components.
  • Templates, guides.
  • Plumb lines, plumb weights.
  • Components, fasteners, parts, fixings.

    Purpose of:
  • Templates, guides.
  • Plumb lines, plumb weights.
  • Components, fasteners.
  • Regulations.
  • Procedures.
  • 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:
  • Lifting equipment, materials.
  • Solvents, lubricants.
  • Fastening methods.
  • 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.
  • Material defects and corrective action to be taken.

    Processes and events:
  • Rigging.
  • Positioning, aligning and installing equipment and components.

    Causes and effects, implications of:
  • Consequences of poor communication about installation process.
  • Consequences of not preventing public access to the worksite.
  • Possible consequences of not using appropriate rigging procedures.
  • Possible consequences of not installing components correctly.
  • Consequences of not adhering to manufacturer's specifications and statutory requirements.
  • Implications of not returning work area to a safe condition.

    Procedures and techniques:
  • Alignment.
  • Marking out and measuring.
  • Fastening.
  • Worksite procedures.

    Sensory cues:
  • Sensory cues related to the installation process.

    Regulations, legislation, agreements, policies, standards:
  • Builders regulations.
  • Health and safety regulations applicable to the industry.
  • Company standards.

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

    Relationships, systems:
  • The importance of following procedures and adhering to standards and specifications when installing components 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 defects and problems and take corrective action. 

  • UNIT STANDARD CCFO WORKING 
    Work effectively with others.
  • Work with colleagues to install lift components. 

  • UNIT STANDARD CCFO ORGANISING 
    Organise and manage myself and my activities.
  • Organise equipment, tools and materials to install lift components.
  • Determine a sequence of operation for installation activities and work systematically in accordance with relevant procedures. 

  • UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information.
  • Gather information related to the installation of lift components and interpret and apply information to ensure correct installation. 

  • UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively.
  • With colleagues, the public and the customer in the process of installing lift components. 

  • UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically.
  • Use science and technology in the process of installing lift components. 

  • UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems.
  • Explain the importance of following procedures and adhering to standards and specifications when installing components 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 


    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. 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.