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: 

Test and maintain motors and generators within the lift and escalator industry 
SAQA US ID UNIT STANDARD TITLE
243767  Test and maintain motors and generators within the lift and escalator industry 
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 keep AC motors and DC motors and generators in a serviceable condition by carrying out testing and maintenance work on them. The testing and maintenance activities are performed during the operation of the lift or escalator. Learners credited with this unit standard are able to:
  • Prepare to test and maintain motors and generators.
  • Locate faults on motors and generators.
  • Restore the installation to a safe working condition.
  • Complete the testing and maintenance tasks.

    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 testing and maintaining motors and generators 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:
  • Apply and maintain all aspects of safety.
  • Work with electrical and mechanical components.

    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:
  • The AC motors referred to in this unit standard include three-phase induction and single phase induction motors.
  • The DC motors and generators include series, shunt and compound motors and generators.
  • Maintenance of motors and generators will include the changing of bearings.
  • Statutory requirements include but are not limited to OHS Act, relevant SANS specifications and local authority requirements.
  • All activities are performed under the supervision of a competent person. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Prepare to test and maintain an AC motor and DC motors and generators. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Manufacturer's specifications and maintenance documentation is reviewed to determine the task to be carried out. 

    ASSESSMENT CRITERION 2 
    Resources are obtained and checked for serviceability in accordance with manufacturer's specifications. 
    ASSESSMENT CRITERION RANGE 
    Resources include documentation, tools, testing and measuring equipment, safety equipment and consumable materials.
     

    ASSESSMENT CRITERION 3 
    The work area is prepared for testing or maintenance and public safety is maintained. 
    ASSESSMENT CRITERION RANGE 
    Maintaining public safety includes tagging and locking out and installing warning signs in accordance with statutory and worksite requirements.
     

    ASSESSMENT CRITERION 4 
    Necessary tools and materials are assembled and are on hand to meet the requirements of the task. 

    SPECIFIC OUTCOME 2 
    Check for faults and locate defects. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Serviceability is determined in accordance with routine maintenance procedures, maintenance documentation and manufacturer's specifications. 
    ASSESSMENT CRITERION RANGE 
    Procedures include visual inspection, troubleshooting, assessment, testing.
     

    ASSESSMENT CRITERION 2 
    Testing procedures are appropriate for motors or generators and the testing equipment. 
    ASSESSMENT CRITERION RANGE 
    Appropriate inspection and testing includes but is not limited to operation, wiring, connections, terminals, fuses, switches, brushes, mounting bolts, commutator, lubrication, bearings, vibration, arcing, overheating.
     

    ASSESSMENT CRITERION 3 
    All faults and defects are identified. 

    ASSESSMENT CRITERION 4 
    Faults and defects are recorded in accordance with company procedures and statutory requirements. 

    ASSESSMENT CRITERION 5 
    Faults are identified and recorded according to company and statutory requirements. 

    SPECIFIC OUTCOME 3 
    Ensure the operation of the motor or generator is in accordance with the design specifications. 
    OUTCOME RANGE 
    Ensuring operation within its design specification will include the renewal of bearings. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Manufacturer's specification, company procedures and statutory requirements are consulted to determine the methods of rectifying defects. 

    ASSESSMENT CRITERION 2 
    Replacement parts are procured and verified as authentic and serviceable in accordance with manufacturer's specifications. 

    ASSESSMENT CRITERION 3 
    Defects are rectified in accordance with manufacturer's specifications, company procedures and statutory requirements. 
    ASSESSMENT CRITERION RANGE 
    Rectifying defects includes renewal of bearings; procedures include: repair, replacement, modification and adjustment.
     

    ASSESSMENT CRITERION 4 
    The installation is tested to verify serviceability in accordance with manufacturer's specifications and statutory requirements. 

    ASSESSMENT CRITERION 5 
    Correct procedures are followed to refer motors and generators for repair. 

    ASSESSMENT CRITERION 6 
    Routine maintenance is performed on motors and generators according to manufacturer's specifications and, where applicable, in accordance with statutory requirements. 

    SPECIFIC OUTCOME 4 
    Complete the repair and maintenance tasks. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The system and work area are left in a state which enables the next tasks to begin in accordance with company procedures. 

    ASSESSMENT CRITERION 2 
    Waste material is disposed of in accordance with company procedures and in an environmentally friendly manner. 

    ASSESSMENT CRITERION 3 
    Documentation is completed in accordance with company procedures. 
    ASSESSMENT CRITERION RANGE 
    Documentation will include: labels, work cards, log books.
     

    ASSESSMENT CRITERION 4 
    The operation of all safety requirements is checked and tested in accordance with statutory requirements. 

    ASSESSMENT CRITERION 5 
    The work area is restored to a safe and serviceable condition. 
    ASSESSMENT CRITERION RANGE 
    Restoring to a safe and serviceable condition refers to cleaning, checking and storing tools and equipment; disposing of waste in an environmentally friendly manner.
     

    ASSESSMENT CRITERION 6 
    Routine maintenance resources are checked for serviceability and stored in accordance with company procedures. 


    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 or escalator 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 and functions:
  • Terminology associated with AC motors and DC motors and generators.
  • Terminology associated with testing and maintenance of motors and generators.
  • Tools, techniques, materials, equipment and components.

    Purpose of:
  • Use and application of personal protective equipment.
  • Selection of specific tools and testing and maintenance equipment.
  • Inspecting, preparing and securing work area.
  • Inspecting and preparing the component.
  • Documentation and communication.

    Attributes, descriptions, characteristics and properties:
  • Working principles of AC motors and DC motors and generators.
  • 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.
  • Methods of inspecting and testing .
  • Typical faults and defects and corrective action to be taken.

    Processes and events:
  • Inspecting, testing and maintaining motors and generators.

    Causes and effects, implications of:
  • Implications of not following procedures.
  • Consequences of not performing testing and maintenance.
  • Causes of malfunctioning components and their effects on safety and operation.

    Procedures and techniques:
  • Inspection, testing and maintenance procedures.
  • Safety, reporting procedures.
  • Procedures for referring problems.
  • Procedures for referring motors and generators for repair.

    Sensory cues:
  • Sensory cues associated with normal and abnormal condition and performance.

    Regulations, legislation, agreements, policies, standards:
  • Relevant sections of the Occupational Health and Safety Act.
  • Company standards.
  • Applicable statutory requirements.
  • Occupational safety, health and environmental requirements for activity.
  • Quality assurance requirements and procedures.
  • Manufacturer's specifications.

    Theory: rules, principles, laws:
  • Operating principles of motors and generators.
  • Principles of testing, visual inspection and maintenance.

    Relationships, systems:
  • Causes of malfunctioning components and their effects on safety and effective operation.
  • The role of motors and generators in lift and escalator operation. 

  • 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 testing techniques and equipment to identify faults and defects and determine correct course of action. 

  • UNIT STANDARD CCFO WORKING 
    Work effectively with others:
  • Interact with team members and customer to ensure safe operation of motors and generators. 

  • UNIT STANDARD CCFO ORGANISING 
    Organise and manage myself and my activities:
  • Determine requirements and work sequence, obtain resources and perform testing and maintenance tasks. 

  • UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information:
  • Collect, analyse and evaluate information from documentation and testing equipment to determine serviceability of motors and generators. 

  • UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively:
  • Communicate with customers and team members.
  • Record and report information related to testing and maintaining motors and generators. 

  • UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically:
  • Select and use testing equipment correctly to identify faults and defects.
  • Select and use maintenance tools and equipment correctly to perform routine maintenance. 

  • UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems:
  • Causes of malfunctioning components and their effects for safety and effective operation.
  • The role of motors and generators in lift and escalator operation. 

  • 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 
    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'.
  • 'Escalator' means a power driven inclined stairway with moving steps and handrails intended for the transportation of persons from one level to another.
  • Where this qualification refers to 'escalator', this includes 'passenger conveyors and moving walkways', which refer to equipment which transports persons from one point to another either horizontally or at an inclined angle.
  • '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.