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: 

Prepare and install templates and plumblines 
SAQA US ID UNIT STANDARD TITLE
243758  Prepare and install templates and plumblines 
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  10 
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 prepare and install templates and plumblines for the installation of lifts. Learners credited with this unit standard are able to:
  • Determine requirements, prepare for work activities and inspect and prepare the work area.
  • Construct the templates.
  • Position, adjust and secure the templates and plumblines.
  • Complete end-of-work activities and record and report information related to the installation.

    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 templates and plumblines 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.
  • Use and care for lifting tackle.
  • Prepare materials, tools and components for mechanical assembly.
  • Identify and 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:
  • 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.
  • Fasteners include but are not limited to bolting, expansion bolting, grouting and chemical bolting.
  • Tools and equipment include but are not limited to measuring equipment, rules, guide gauges, straight edges and relevant hand and power tools.
  • Materials include but are not limited to template wood, piano wire, chalk lines, shims/packing.
  • Hazards associated with the process include open shafts, confined places and heights.
  • All activities are performed under the supervision of a competent person. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Inspect and prepare work area. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Authorisation to proceed with installation is confirmed. 

    ASSESSMENT CRITERION 2 
    Safety of working area is ensured according to statutory requirements. 

    ASSESSMENT CRITERION 3 
    Work area is inspected and prepared according to statutory requirements and worksite procedures. 
    ASSESSMENT CRITERION RANGE 
    Preparing work area includes ensuring lift shaft, machine room and pit are cleared of debris.
     

    ASSESSMENT CRITERION 4 
    Hazards and potential risks for each task are identified, documented and reported and corrective action to eliminate or control hazardous conditions is taken according to worksite procedures. 

    SPECIFIC OUTCOME 2 
    Complete end-of-work activities. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Work activities are completed in accordance with statutory requirements and company procedures. 
    ASSESSMENT CRITERION RANGE 
    Completing work activities includes but is not limited to cleaning, checking and storing tools and equipment, disposing of waste in an environmentally friendly manner and cleaning of work area.
     

    ASSESSMENT CRITERION 2 
    All relevant information is recorded according to statutory requirements and company procedures. 

    ASSESSMENT CRITERION 3 
    Documentation is completed accurately, comprehensively and within accepted timeframes. 

    ASSESSMENT CRITERION 4 
    Documentation and drawings are handled and processed in accordance with company procedures. 

    ASSESSMENT CRITERION 5 
    All reporting requirements are met. 

    SPECIFIC OUTCOME 3 
    Position, adjust and secure templates and plumblines. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Plumb chart/A-F chart is prepared correctly in accordance with layout drawing and company specifications. 

    ASSESSMENT CRITERION 2 
    Top and bottom templates are positioned accurately in accordance with A-F chart/plumb chart and correctly secured. 

    ASSESSMENT CRITERION 3 
    Plumblines are correctly positioned and secured. 

    ASSESSMENT CRITERION 4 
    Correct sequence and methods of installation are applied to position, adjust and secure templates and plumblines. 

    ASSESSMENT CRITERION 5 
    Installation is completed within appropriate timeframe. 

    ASSESSMENT CRITERION 6 
    Principles, concepts and issues related to the process of installing templates and plumblines are described and explained. 
    ASSESSMENT CRITERION RANGE 
    Principles, concepts and issues include:
  • Factors to consider when selecting material for constructing the templates.
  • Appropriate building and fastening methods for template construction.
  • Preparation of the A-F chart/plumb chart and its role in the installation process.
  • The importance of the final positioning of the templates.
  • Methods and techniques for measuring and marking out.
  • Methods and techniques for positioning and aligning templates.
  • Methods and techniques for attaching, fitting and securing plumblines.
  • Problems and difficulties encountered and how these can be resolved or overcome.
     

  • SPECIFIC OUTCOME 4 
    Determine requirements from work instructions and layout drawing and prepare for work activities. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The sequence of operation is determined according to worksite procedures. 

    ASSESSMENT CRITERION 2 
    Work instructions and layout drawings are interpreted correctly. 
    ASSESSMENT CRITERION RANGE 
    Interpretation of work instructions will include the understanding and application of procedures and statutory regulations relevant to the installation process.
     

    ASSESSMENT CRITERION 3 
    Layouts are identified, interpreted and confirmed by conducting a worksite inspection. 

    ASSESSMENT CRITERION 4 
    Work schedule is discussed with team members and own role and roles of others are clarified. 

    ASSESSMENT CRITERION 5 
    Appropriate personal protective equipment is selected in accordance with statutory and worksite requirements. 

    SPECIFIC OUTCOME 5 
    Construct the templates. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Templates are designed in accordance with layout drawings and work instructions. 

    ASSESSMENT CRITERION 2 
    The correct tools are selected for constructing the templates and are handled and used correctly. 

    ASSESSMENT CRITERION 3 
    Appropriate materials and fastening methods are used in the construction of the templates. 

    ASSESSMENT CRITERION 4 
    Construction of templates is accurate and conforms to layout drawing. 


    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 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:
  • Tools, equipment, materials, templates, plumblines.

    Purpose of:
  • Templates and plumblines in the installation of lifts.
  • Tools, equipment, materials.
  • A-F chart/plumbchart.

    Attributes, descriptions, characteristics and properties:
  • Characteristics of materials and fasteners used in the making of templates.
  • Layout drawings.
  • A-F Charts/plumbcharts.
  • Hazards associated with the process.
  • Occupational safety, health and environmental requirements for the activity.
  • Quality assurance requirements.
  • Documentation and reporting requirements.
  • Methods followed to ensure safety of the working area.
  • Manufacturer's specifications.

    Processes and events:
  • Preparing the A-Fchart/plumbchart.
  • Constructing the templates.
  • Positioning, aligning, adjusting and securing templates and plumblines.

    Causes and effects, implications of:
  • Effects of using inappropriate material for template construction.
  • Effects of using incorrect methods to construct and fasten template.
  • Implications of not positioning templates accurately.

    Procedures and techniques:
  • Installation procedures.
  • Techniques for positioning, aligning and adjusting templates and plumblines.
  • Using visual inspection and measurements to verify clearances.
  • Measuring and marking out.

    Sensory cues:
  • Visual cues associated with correct and incorrect positioning and alignment of templates and plumblines.

    Regulations, legislation, agreements, policies, standards:
  • Company standards.
  • Applicable statutory requirements.
  • Occupational safety health and environmental requirements for activity.
  • Quality assurance requirements and procedures.

    Theory: rules, principles, laws:
  • Working principles of lifts.
  • Relevant sections of manufacturer's technical information and manufacturer's specification for commissioning of lift equipment.
  • Teamwork and communication principles.
  • Rules and theory related to the making and securing of templates and plumblines.
  • Teamwork and communication principles.

    Relationships, systems:
  • The role of templates and plumblines in the installation of lifts.
  • The importance of planning for effective workflow, work processes and meeting deadlines. 

  • 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 and solve problems related to the construction and installation of templates and plumblines. 

  • UNIT STANDARD CCFO WORKING 
    Work effectively with others.
  • Work effectively with team members to install templates and plumblines. 

  • UNIT STANDARD CCFO ORGANISING 
    Organise and manage myself and my activities.
  • Determine requirements, plan the sequence of operation according to work instructions and site inspection and carry out activities as planned. 

  • UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information.
  • Collect, analyse, organise and apply information related to the construction and installation of templates and plumblines. 

  • UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively.
  • Communicate effectively with team members to position and align templates and plumblines.
  • Record and report information related to the installation of templates and plumblines. 

  • UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically.
  • Use tools and materials to construct templates.
  • Use plumblines and technical measuring instruments to determine positioning of components. 

  • UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems.
  • Explain the role of templates in lift installation.
  • Explain the importance of positioning the templates correctly. 

  • 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  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.