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: 

Maintain filters and strainers 
SAQA US ID UNIT STANDARD TITLE
253430  Maintain filters and strainers 
ORIGINATOR
SGB Generic Manufacturing, Engineering, Technology 
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  4 
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 
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 at NQF Level 3 and related qualifications.

Qualifying learners are able to:
  • Identify and discuss range of filters and strainers and their applications.
  • Plan and prepare for filters and strainers maintenance.
  • Maintain, repair, remove, replace and set up filters and strainers.
  • Maintain and care for tools and equipment.

    Competency in this unit standard can be achieved within the, Marine, Power Generation, Metal and Steel Production, Processing Industries, Aeronautics, Environmental and other applications. 
    		•

    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 use and select engineering hand tools, assemble mechanical components and maintain static seals. 

    UNIT STANDARD RANGE 
    The ranges as indicated under the specific outcomes determine the scope and level of this unit standard. However for the purpose of assessment, filters and strainers include but are not limited to:
  • Oil filters and strainers.
  • Air filters and strainers.
  • Filters and strainers for alternate liquids; in Space, Marine, Power Generation, Metal and Steel Production, Processing Industries, Environmental and other applications.

    Types of filters include but are not limited to basket and duplex-types.

    Types of strainers include but are not limited to basket, duplex, Y-, conical and self-cleaning strainers.

    Environment contexts include but are not limited to:
  • Manufacturing and Engineering (Metals, Plastics, Tyre and Rubber, Electrical Power Generation, Automotive Manufacturing).
  • Chemical and Petrochemical (process industries, refineries.
  • Mining.
  • Transport (Maritime, Road, Rail and Aviation).
  • Civil Engineering and Construction.
  • Food and Beverages.
  • Other engineering-related industry sectors.

    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 in a workshop, plant or underground environment with varying levels of light, space and safety risks.
  • Work is generally, but not exclusively, carried out in a team environment. 
    		•

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Identify and discuss the applications of filters and strainers. 
    OUTCOME NOTES 
    This outcome covers the knowledge required in order to:
  • Identify classifications and types of filters and strainers.
  • Applications.
  • Distinct features and characteristics of various types.
  • Maintenance procedures. 
    		•

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The classifications and types of filters and strainers are identified and discussed. 

    ASSESSMENT CRITERION 2 
    The applications and the distinct features and characteristics of various types of filters and strainers are explained. 

    ASSESSMENT CRITERION 3 
    Discuss and explain incidents and problems related to the maintenance of filters and strainers. 

    ASSESSMENT CRITERION 4 
    Maintenance procedures are discussed and explained in terms of worksite practice and manufacturers' specifications. 
    ASSESSMENT CRITERION RANGE 
    Procedures include removal, replacement, routine servicing, strip and assembly, overhauling, fault finding.
     

    ASSESSMENT CRITERION 5 
    The terminology used when explaining and discussing filters and strainers, is in keeping with manufacturer and worksite norms and standards. 
    ASSESSMENT CRITERION NOTES 
    Understanding confirmed:

    Respond to `what if` and `why` questions covering:
  • Filters and strainers, their characteristics and working principles.
  • The maintenance process - sequence, procedures and techniques.
  • Tools and equipment used.
  • Quality awareness: implications of filter and/or strainer maintenance that do not comply with operational requirements.
  • Applicable maintenance and troubleshooting procedures.
  • Safety.
  • Reporting and documentation requirements.
  • Discuss the implications of not adhering to the sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task. 
    		•

    SPECIFIC OUTCOME 2 
    Plan and prepare for filter and/or strainer maintenance. 
    OUTCOME RANGE 
    Planning and preparation includes reading and understanding task instructions engineering drawings 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 
    The filter and/or strainer/s are inspected and assessed for its work requirements in terms of maintenance, repair and/or removal. 

    ASSESSMENT CRITERION 2 
    The planning and preparation for maintenance repair and/or removal of the filter and/or strainer/s is explained, in accordance with work instructions. 

    ASSESSMENT CRITERION 3 
    Site and equipment are prepared for the maintenance of filters and strainers. 

    ASSESSMENT CRITERION 4 
    Maintenance equipment and resources are correct for the task, available on site by the agreed time, and checked for serviceability in accordance with regulatory and worksite practices. 
    ASSESSMENT CRITERION RANGE 
    Resources include personnel requirements, tools, equipment, vehicle/s for transport and mechanical handling, support materials, applicable documentation and personal protective equipment.
     

    ASSESSMENT CRITERION 5 
    Where required, handling space is cleared, potential obstructions are removed and personnel are notified, prior to the maintenance, repair and/or removal task. 

    ASSESSMENT CRITERION 6 
    Pre-operational checks are carried out on removal and securing equipment, in accordance with work instructions. 
    ASSESSMENT CRITERION NOTES 
    Indicators:
  • System is confirmed to be isolated.
  • Filters and strainers are handled and transported according to specifications.
  • Filter and/or strainer is inspected and non-conformances identified.
  • Filter and/or strainer maintenance requirements are determined. 
    		•

    SPECIFIC OUTCOME 3 
    Maintain filter and/or strainer. 
    OUTCOME RANGE 
  • Maintenance includes identifying non-conforming components, removal, repair and installation of components and parts and confirming filtration and straining effectiveness.
  • Problems include non-conforming components, wear and damage, broken seals.
  • Operational requirements include meeting flow control criteria (functionality and flow-rate).
  • Checking for compliance may include removal, repair/replace and commissioning. 
    		•

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The filter and/or strainer is maintained and repaired in compliance with operational requirements. 

    ASSESSMENT CRITERION 2 
    Faults are identified and corrective action is taken according to standard operating procedures. 

    ASSESSMENT CRITERION 3 
    All work is performed safely with due care for self, fellow workers, machines, equipment, materials and environment. 

    ASSESSMENT CRITERION 4 
    The filters and strainers are tested for functionality in terms of operational requirements and in accordance with quality assurance procedures. 

    ASSESSMENT CRITERION 5 
    The filter and/or strainer operational condition is confirmed, recorded and reported after the maintenance and repair process, according to work-site practice and/or manufacturer's specifications. 

    ASSESSMENT CRITERION 6 
    Work area is restored to a safe and serviceable condition. 
    ASSESSMENT CRITERION NOTES 
    Indicators:
  • System is confirmed to be isolated.
  • Filters and strainers are handled and transported according to specifications.
  • Filter and strainer are inspected and non-conformances identified.
  • Filter and/or strainer maintenance requirements are determined.
  • Filter and/or strainer maintenance consumables, parts and/or components are selected, lapped and sealed, fitted and adjusted to meet operational requirements.
  • Maintained filters and strainer are checked for conformance with manufacturer specifications.
  • Filter and/or strainer records are completed and processed.
  • Work is carried out in a safe manner in accordance with schedules and manufacturer specifications.
  • Maintenance process cycle time meets workplace requirements. 
    		•

    SPECIFIC OUTCOME 4 
    Care for and store system maintenance tools. 
    OUTCOME RANGE 
    Tools and equipment include absorbent material, hand tools and cleaning equipment, fluids, lifting equipment and tackle. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The proper care and storage procedures for tools and equipment in accordance with work site practices and specifications are explained. 

    ASSESSMENT CRITERION 2 
    Work area is restored to a safe and serviceable condition. 

    ASSESSMENT CRITERION 3 
    Tools, equipment, lifting equipment and tackle is stored in accordance with manufacturer's specification and requirements. 

    ASSESSMENT CRITERION 4 
    Malfunctioning tools and equipment is reported and the necessary arrangements for the repair thereof is made according to accepted worksite practice. 
    ASSESSMENT CRITERION RANGE 
  • Non-conforming consumables, damaged or sub-standard components and equipment are identified and appropriate corrective action taken.
  • A clean and tidy work environment is maintained.
  • No delays are caused as a result of poor planning for filter and/or strainer maintenance and identifying problems.
  • Applicable health, safety and environmental procedures are adhered to.
     
    		•


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • The assessment will be governed by the policies and guidelines of the relevant ETQA which 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:
  • Types of filters and strainers and components.
  • Tools and equipment used in the filter and/or strainer maintenance process.
  • Flow processes and testing procedures.

    Attributes, descriptions, characteristics & properties:
  • Typical filter and/or strainer faults and defects.
  • End users of filters and strainers.
  • Filter and/or strainer equipment and components.
  • Characteristics of different types of filters and strainers.

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

    Purpose of:
  • Preparing site and equipment for maintenance process.
  • Maintaining filters and strainers.
  • Quality checks and procedures.
  • Reporting problems.
  • Identification of wear patterns on components.
  • Sealing and/or locking on completion.

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

    Procedures and techniques:
  • Ensuring system is safe.
  • Identifying component defects.
  • Maintaining filter and/or strainer 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 filters and strainers, e.g. torque, pressure.
  • Applicable mathematical concepts.

    Relationships, systems:
  • The relationship of filter and/or strainer maintenance to the production process. 
    		•

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    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 filter and/or strainer. 
    		•

    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 filter and/or strainer 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 filter and/or strainer maintenance process. 
    		•

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

    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 
    Recognition of Prior Learning:

    Credits may be obtained by applying to an accredited/approved training provider/institution in order to have prior learning recognised in lieu of past work experience. Past experience must relate to the specific outcomes contained within this unit standard. The ensuing assessment of candidates seeking recognition of prior learning should not be so onerous as to deter them from doing so.

    Notes to Assessors:

    Assessors should keep the following general principles in mind when designing and conducting assessments against this unit standard:
  • Focus the assessment activities on gathering evidence in terms of the main outcome expressed in the title to ensure assessment is integrated rather than fragmented. Remember, we want to declare the person competent in terms of the title. Where assessments at title level are unmanageable, then focus assessment around each specific outcome, or groups of specific outcomes.
  • Make sure evidence is gathered across the entire range, wherever it applies. Assessment activities should be as close to the real performance as possible, and where simulations or role-plays are used, there should be supporting evidence to show the candidate is able to perform in the real situation.
  • Do not focus the assessment activities on each assessment criterion. Rather make sure the assessment activities focus on outcomes and are sufficient to enable evidence to be gathered around all the assessment criteria.
  • The assessment criteria provide the specifications against which assessment judgements should be made. In most cases, knowledge can be inferred from the quality of the performances, but in other cases, knowledge and understanding will have to be tested through questioning techniques. Where this is required, there will be assessment criteria to specify the standard required.
  • The task of the assessor is to gather sufficient evidence, of the prescribed type and quality, as specified in this unit standard, that the candidate can achieve the outcomes again and again and again. This means assessors will have to judge how many repeat performances are required before they believe the performance is reproducible.
  • All assessments should be conducted in line with the following well documented principles of assessment: appropriateness, fairness, manageability, integration into work or learning, validity, directness, authenticity, sufficiency, openness and consistency. 
    		•

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  59669   National Certificate: Mechanical Engineering: Fitting  Level 3  NQF Level 03  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  As per Learning Programmes recorded against this Qual 
    Elective  59750   National Certificate: Mechanical Engineering: Pipe-Fitting  Level 3  NQF Level 03  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  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.
     
    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.