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: 

Specify hydraulic filtration and fluid requirements 
SAQA US ID UNIT STANDARD TITLE
244703  Specify hydraulic filtration and fluid requirements 
ORIGINATOR
SGB Manufacturing and Assembly Processes 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 06 - Manufacturing, Engineering and Technology Engineering and Related Design 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04 
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 
The skills, values and knowledge reflected in this unit standard are required by people in the field of Fluid Power Engineering who are required to specify filtration requirements for a hydraulic system in order to maintain the manufacturer's specified oil cleanliness levels. The learning outcomes in this unit standard contribute to the exit level outcomes required for a NQF Level 4 Qualification.

Persons credited with this unit standard are able to:
  • Demonstrate understanding of oil cleanliness levels in a hydraulic system.
  • Explain the use of the different types of filters and clogging indicators.
  • Specify filters to be used in a hydraulic system.
  • Design Maintenance Specifications for Hydraulic filters. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    The credit calculation is based on the assumption that a person is already competent in terms of the following outcomes when starting to learn towards this unit standard:
  • Clean fluid power conveyance system at NQF Level 3.
  • Select fluid power seals at NQF Level 3.
  • Identify hose and fluid power connectors at NQF Level 2. 

  • UNIT STANDARD RANGE 
    This standard is limited to simple systems built using only the circuit diagram as a reference.

    Specific range statements are provided in the body of the unit standard where they apply to particular specific outcomes or assessment criteria. 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Demonstrate understanding of oil cleanliness levels in a hydraulic system. 
    OUTCOME RANGE 
    This encompasses the ISO, NAS and SAE standards. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The different cleanliness levels and standards are interpreted in relation to industry accepted standards. 

    ASSESSMENT CRITERION 2 
    Manufacturer cleanliness level specifications are explained in terms of categories of cleanliness. 

    ASSESSMENT CRITERION 3 
    The effects of contaminated oil in a hydraulic system are explained in relation to the impact on the system. 

    ASSESSMENT CRITERION 4 
    Different types of contaminant are identified and categorised in relation to their cause, consequences and prevention. 

    ASSESSMENT CRITERION 5 
    The use of a filter in a hydraulic system is explained in terms of the functions performed and benefits derived. 

    SPECIFIC OUTCOME 2 
    Explain the use of the different types of filters and clogging indicators. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The different types of filters that may be used in a hydraulic system are identified and explained in terms of their benefits and applications. 

    ASSESSMENT CRITERION 2 
    The different types of filter elements are explained in terms of their construction and material used. 

    ASSESSMENT CRITERION 3 
    The consequences of selecting an incorrect filtration system are explained in relation to the effect on the system. 

    ASSESSMENT CRITERION 4 
    The different types of clogging indicators are explained in terms of the information provided and actions required. 

    ASSESSMENT CRITERION 5 
    The positioning of filters in a hydraulic system is indicated so as to provide optimal filtration at least cost. 

    SPECIFIC OUTCOME 3 
    Specify filters to be used in a hydraulic system. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Absolute and Nominal filtration is described in accordance with industry standards. 

    ASSESSMENT CRITERION 2 
    The beta ratio concept is described in terms of its applicability to filtration. 

    ASSESSMENT CRITERION 3 
    Pressure drops through filters are calculated based on varying viscosity. 

    ASSESSMENT CRITERION 4 
    Dirt retention of a filter element is calculated from data given by the manufacturer. 

    ASSESSMENT CRITERION 5 
    Pressure drop and flow curves are explained in terms of the relationship between them. 

    ASSESSMENT CRITERION 6 
    The filter rating specified is appropriate for the given application. 

    ASSESSMENT CRITERION 7 
    Filters specified are appropriate in respect to different fluids. 

    SPECIFIC OUTCOME 4 
    Design Maintenance Specifications for Hydraulic filters. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The service interval of a hydraulic filter specified is appropriate to the operating conditions. 

    ASSESSMENT CRITERION 2 
    Oil replenishment and top up intervals are specified in accordance with the hydraulic system. 

    ASSESSMENT CRITERION 3 
    Methods specified for maintaining the effectiveness of hydraulic filters are appropriate to the type of filter and the operating conditions. 

    ASSESSMENT CRITERION 4 
    Work methods specified take account of all safety and legal aspects of the work function. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Anyone assessing a learner against this Unit Standard must be registered as an assessor with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this Unit Standard must be accredited as a provider through the relevant ETQA by SAQA.
  • Moderation of assessment will be overseen by the relevant ETQA according to the moderation guidelines and the agreed ETQA procedures. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    Essential embedded knowledge will be assessed through assessment of the specific outcomes in terms of the stipulated assessment criteria. Candidates are unlikely to achieve all the specific outcomes, to the standards described in the assessment criteria, without knowledge of the listed embedded knowledge. This means that for the most part, the possession or lack of the knowledge can be directly inferred from the quality of the candidate's performance. Where direct assessment of knowledge is required, assessment criteria have been included in the body of the unit standard.

    The following embedded knowledge is addressed in an integrated way in the unit standard:
  • Understand functioning of fluid power components.
  • Understand principles of fluid mechanics.
  • SHE requirements.
  • Understanding of the effect of filtration and contamination on system performance.
  • The ability to interpret filter selection data.
  • Understanding of filtration requirements. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems and make decisions using critical and creative thinking.
  • Note: The ability of the candidate to understand the importance of hydraulic filtration in a hydraulic system. 

  • UNIT STANDARD CCFO WORKING 
    Work effectively with others as members of a team, group, organisation or community.
  • Note: The ability of the candidate to work as a member of a team. 

  • UNIT STANDARD CCFO ORGANISING 
    Organise and manage themselves and their activities responsibly and effectively.
  • Note: The ability of the candidate to conduct their work in accordance with workplace requirements. 

  • UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information.
  • Note: The ability of the candidate to follow guidelines to select and to apply these in designing a hydraulic filtration system. 

  • UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively, using visual, mathematical and/or language skills in the modes of oral and/or written presentations.
  • Note: The ability of the candidate to communicate requirements. 

  • UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically showing responsibility towards the environment and health of others.
  • Note: The ability of the candidate to interpret fluid characteristics and particle size measurements. 

  • 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.
  • Note: The ability of the candidate to specify filters applicable to a given situation. 

  • 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 
    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. 

  • QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  58880   Further Education and Training Certificate: Fluid Power  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.
     
    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.