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: 

Demonstrate knowledge of lubrication 
SAQA US ID UNIT STANDARD TITLE
243769  Demonstrate knowledge of lubrication 
ORIGINATOR
SGB Generic Manufacturing, Engineering, Technology 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 06 - Manufacturing, Engineering and Technology Fabrication and Extraction 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 2  NQF Level 02 
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 is intended to promote general knowledge of lubrication in order to ensure knowledgeable and informed workers.

People credited with this unit standard are able to:
  • Demonstrate knowledge of lubrication.
  • Lubricate machines and equipment.
  • Demonstrate knowledge of the importance of the correct handling and storage of lubricants.

    The skills, knowledge and understanding demonstrated within this unit standard are essential for social and economic transformation and contribute to the upliftment and economic growth of the South African economy. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that learners are already competent in:
  • Numeracy and literacy skills at NQF Level 1.
  • Use relevant hand tools.
  • Lubrication requirements. 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Demonstrate knowledge of lubrication. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The explanation of the purpose of lubrication is in accordance with specified requirements. 
    ASSESSMENT CRITERION RANGE 
    Explanation must include:
  • To reduce friction.
  • To reduce wear.
  • To dampen shock.
  • To cool moving elements.
  • To prevent corrosion.
     

  • ASSESSMENT CRITERION 2 
    The explanation of the characteristics of lubricants is in accordance with specified requirements. 
    ASSESSMENT CRITERION RANGE 
    Characteristics must include:
  • Lubricate at high and low temperatures (viscosity).
  • Leaves no carbon deposits.
  • Deposits no wax at low temperatures.
  • Contains no corrosive acid.
  • Be stable in the presence of oxygen.
  • Contains no moisture.
     

  • ASSESSMENT CRITERION 3 
    The explanation of the importance of identification of lubricant types is in accordance with specified requirements. 

    ASSESSMENT CRITERION 4 
    The explanation of the importance of using the recommended lubricant for different components is in accordance with specified requirements. 

    ASSESSMENT CRITERION 5 
    The explanation of the importance of lubrication frequency is explained with reference to specified requirements. 

    SPECIFIC OUTCOME 2 
    Lubricate machines and equipment. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The required personal protective equipment is selected, examined and used in a manner that protects the individual in accordance with specified requirements. 

    ASSESSMENT CRITERION 2 
    Tools, material and equipment required are selected and examined in accordance with specified requirements. 

    ASSESSMENT CRITERION 3 
    Lockout procedures are applied in accordance with specified requirements. 

    ASSESSMENT CRITERION 4 
    The identification of various lubrication methods is in accordance with specified requirements. 
    ASSESSMENT CRITERION RANGE 
    Lubrication methods must include:
  • Manual (grease gun, oil can).
  • Gravity (drip feed lubricator).
  • Natural (Splash, bath, ring).
  • Pressure (oil and grease pumps).
     

  • ASSESSMENT CRITERION 5 
    The ability to lubricate equipment or components is demonstrated in terms of specified requirements. 
    ASSESSMENT CRITERION RANGE 
    Must include:
  • Packing bearings.
  • Use of manual greasing equipment.
  • Filling of manual and automatic lubrication equipment.
     

  • ASSESSMENT CRITERION 6 
    The importance of absolute cleanliness when working with lubricants is explained in terms of specified requirements. 

    SPECIFIC OUTCOME 3 
    Demonstrate knowledge of the importance of the correct handling and storage of lubricants. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The required personal protective equipment is selected, examined and used in a manner that protects the individual in accordance with specified requirements. 

    ASSESSMENT CRITERION 2 
    The explanation of the requirements in terms of fire extinguishing equipment is in accordance with specified requirements. 

    ASSESSMENT CRITERION 3 
    The explanation of the importance of not contaminating lubricants is in accordance with specified requirements. 
    ASSESSMENT CRITERION RANGE 
    Contamination must include:
  • Water.
  • Other lubricant types.
  • Dirt.
  • Dilutants.
     

  • ASSESSMENT CRITERION 4 
    Spillage incidents are treated in accordance with specified requirements. 

    ASSESSMENT CRITERION 5 
    Decanting oil from drums is done in accordance with specified requirements. 

    ASSESSMENT CRITERION 6 
    Reclaimed lubricant is dealt with in accordance with specified requirements. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Anyone assessing a learner or moderating the assessment of a learner against this unit standard must be registered as an assessor with the relevant Education, Training, Quality, Assurance (ETQA) Body, or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Any institution offering learning that will enable the achievement of this unit standard must be accredited as a provider with the relevant Education, Training, Quality, Assurance (ETQA) Body, or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Assessment and. moderation of assessment will be overseen by the relevant Education, Training, Quality, Assurance (ETQA) Body, or with an ETQA that has a Memorandum of Understanding with the relevant ETQA, according to the ETQA's policies and guidelines for assessment and moderation.
  • Moderation must include both internal and. external moderation of assessments, unless ETQA policies specify otherwise.
  • Anyone wishing to be assessed against this unit standard may apply to be assessed by any assessment agency, assessor or provider institution that is accredited by the relevant ETQA. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    The candidate will acquire the following knowledge in obtaining this unit standard:

    Knowledge and understanding of:
  • Applying lubricants.
  • Characteristics of lubricants.
  • Identification of lubricant types.
  • Recommended lubricant for different components.
  • Frequency of lubrication.

    Lubricate machines and equipment:
  • Personal protective equipment.
  • Tools and equipment.
  • Lockout procedures.
  • Lubrication methods.
  • Lubricating equipment.
  • Cleanliness.

    Importance of the correct handling and storage:
  • Personal protective equipment.
  • Fire extinguishers.
  • Contamination.
  • Spillage incidents.
  • Decanting oil.
  • Reclaimed lubricant. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as members of a team, group, organisation or community.
  • The ability and willingness of the candidate to accept and interpret work instructions correctly. 

  • UNIT STANDARD CCFO ORGANISING 
    Organise and manage themselves and their activities responsibly and effectively.
  • The ability of the candidate to indicate what methods, tools and personal protective equipment is required and communicate to fellow workers his/her intentions and assistance required. 

  • UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information.
  • The ability of the candidate to reconcile the information from visual and physical examinations and constantly evaluate the changing situation. 

  • UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems by recognising that problem-solving contexts do not exist in isolation.
  • The ability of the candidate to identify and refer anomalous behaviour to a specialist confirms understanding that a specific observation, inference, action or decision can have a devastating effect. 

  • 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 
    Terminology:

    Specified requirements.

    Specified requirements include legal and site-specific requirements and are contained in one or more of the following documents:

    Legal:
  • Relevant Acts, e.g. Occupational Health and Safety Act; Mine Health & Safety Act, 1996 (Act 29/1996).
  • Mandatory Codes of Practice.
  • SANS and other relevant standards.
  • Chief Inspector of Mines' Directives/Instructions.
  • Guidelines issued by the Chief Inspector of Mines.

    Site-specific:
  • Hazard Identification and Risk Assessments (HIRA).
  • Occupational Health and Safety Risk Management Programme.
  • Managerial Instructions.
  • Standard Procedures.
  • List of Recorded OH&S Risks.
  • Working Guides.
  • Equipment and Materials Specifications.

    Notes to assessors:

    Assessors should keep the following 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 assessment at title level is 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, direct, authentic, sufficient, systematic, open and consistent.

    Motivation:

    Even though there are less than four specific outcomes in this unit standard it represents a whole competency. It is not merely a description of tasks, jobs or procedures but it focuses on outcomes of activity. It also has a broad application across a range of contexts as stipulated in the unit standard.

    In addition this unit standard is considered as a milestone of learning in the sector. It is worth recognizing in its own right, as it is attributable to and achievable by an individual.

    This unit standard is fit-for-purpose for the sector and the specific outcomes jointly meet all the competence requirements of the title of the standard.

    In addition the unit standard has been integrated to avoid artificial distinctions between activities/processes.

    Unit standard justification:

    Level:

    Attribute; Level; Justification:
  • Skills; level 2; The skills required have some variety but are still fairly simple.
  • Procedures; level 2; Although the procedure is known and familiar (as level 1) it is not as repetitive.
  • Context; level 2; Although the process could occur in different contexts, the contexts are repeatedly applicable and known to the candidate.
  • Knowledge; level 2; The knowledge required is merely related to the operation and no theory needs to be applied.
  • Information processing; level 2; Information is readily available but some processing is required.
  • Problem Solving; level 2; Apply given solution to known/familiar problems.
  • Orientation of activities; level 2; Follows instructions.
  • Application of responsibility; level 2; Candidate's output is quality controlled.
  • Orientation of scope of responsibility; level 2; Some responsibility towards quantity and quality, i.e. responsible for quantity and quality of item of competence and not the overall output. Sometimes responsible for guidance of others.

    Average level: 2.
    Actual level assigned: 2.

    Credits:

    Total hours required by the learner to achieve the required outcome:

    Activity:
  • Classroom Teaching: 12 hours.
  • On-The-Job Training: 12 hours.
  • Mentoring required: 0 hours.
  • Other (Specify) Research: 0 hours.
  • Total: 24 hours.

    Credits achieved:24/10 = 2.4.
    Credits assigned: 2. 

  • QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  78523   National Certificate: Automotive Repair and Maintenance  Level 2  NQF Level 02  Reregistered  2021-06-30  As per Learning Programmes recorded against this Qual 
    Elective  58269   National Certificate: Electro-Mechanics  Level 2  NQF Level 02  Reregistered  2021-06-30  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.
     
    1. Barloworld South Africa (Pty) Ltd T/A Barloworld-Equipment (ISANDO) (T 
    2. Bell Equipment Company SA (Pty) Ltd (ALTON) (TP) 
    3. Blue Horison Properties 53 (Pty) Ltd T/A Durnacol Skills Innovation Hu 
    4. BMW SA (Pty) Ltd (ROSSLYN) (TP) 
    5. Boland Public FET College - Worcester Campus 
    6. Buscor 
    7. Coastal Kzn F.E.T. College - Swinton Road Campus 
    8. DON-DER TRUCK REPAIRS TRUST 
    9. Eastcape Midlands Public FET College - Uitenhage (High Street)Campus 
    10. Eastcape Training Centre 
    11. Ekurhuleni West Public FET College - Germiston Campus 
    12. Enstra Learning and Development Centre (Pty) Ltd (SPRINGS) (TP) 
    13. False Bay Public FET College - Westlake Campus 
    14. Imperial Technical Training Academy (GERMISTON) (TP) 
    15. Imperial Technical Training Academy (WADEVILLE) (TP) 
    16. Industry Training & Consulting cc (PRETORIA) (TP) 
    17. JMC TECHNICAL TRAINING (Bloemfontein)(TP) 
    18. KwaZulu Automotive Training Services cc (KZN) (DURBAN) (TP) 
    19. McCarthy Academy Cape Town (BLACKHEATH) (TP) 
    20. McCarthy Automotive Artisan Academy (MIDRAND) (TP) 
    21. McCarthy Automotive Artisans Academy (PINETOWN) (TP) 
    22. Mopani South East FET College - Phalaborwa Campus 
    23. Nissan SA (Pty) Ltd (ROSSLYN) (TP) 
    24. PUTCO Pty Ltd 
    25. Qualitas Training cc (SELBY) (TP) 
    26. SG Coal (Pty) Ltd (TP) 
    27. Shukela Training Centre 
    28. St Anthony's Education Centre (BOKSBURG) (TP) 
    29. The Automobile Association of South Africa NPC T/A The AA Technical College(MIDRAND) (TP) 
    30. The Automobile Association of South Africa T/A AA Training Academy (MO 
    31. Toyota Academy Toyota SA Motors (Pty) Ltd (SANDTON) (TP) 
    32. Umfolozi FET College - Mandeni Campus 
    33. Umgungundlovu FET College - Plessislaer Campus 
    34. Volkswagen of South Africa (Pty) Ltd (CENTURION) (TP) 
    35. Volkswagen of South Africa (Pty) Ltd - Technical Learning Academy (UIT 
    36. Wavelength T.T.I 



    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.