Rectifying faults in lifts

URN: SEMEM347
Business Sectors (Suites): Engineering Maintenance Suite 3
Developed by: Enginuity
Approved on: 30 Mar 2021

Overview

This standard identifies the competences you need to rectify faults on traction and hydraulic lifts, in accordance with approved procedures. This will involve rectifying faults in cases of breakdowns, and will include faults in landing doors, lift doors, safety equipment, machine equipment, controller equipment, hydraulic equipment and ancillary equipment. Components to be replaced will include motors, pumps, switches, sensors, control boards, valves, brakes and `lifed' items, such as bulbs, grease and lubricants. You will also be expected to check the repaired lift and to confirm its correct function. You will be required to select the appropriate tools and equipment to use, based upon the operations to be performed, the equipment, and the faults to be rectified.

Your responsibilities will require you to comply with organisational policy and procedures for the fault rectification activities undertaken, and to report any problems with the repair activities, tools or equipment used that you cannot personally resolve, or that are outside your permitted authority, to the relevant people. You must ensure that all tools, equipment, and materials used in the fault rectifying activities are removed from the work area on completion of the activities, and that all necessary job/task documentation is completed accurately and legibly. You will be expected to work with minimal supervision, taking personal responsibility for your own actions, and for the quality and accuracy of the work that you carry out.

Your underpinning knowledge will provide a good understanding of your work, and will provide an informed approach to applying repair and rectification procedures on lift equipment. You will understand the operation of the lift equipment, and its application, and will know about the repair and rectification procedures, in adequate depth to provide a sound basis for carrying out the activities, correcting faults and ensuring that the repaired lift operates safely and correctly, to the required specification, and remains compliant with all standards and regulations.

You will understand the safety precautions required when carrying out the repair activities, especially those for isolating the equipment. You will be required to demonstrate safe working practices throughout, and will understand your responsibility for taking the necessary safeguards to protect yourself and others in the workplace.


Performance criteria

You must be able to:

  1. work safely at all times, complying with health and safety legislation and other relevant regulations, directives and guidelines
  2. follow the relevant maintenance schedules to carry out the required work
  3. carry out the maintenance activities within the limits of your personal authority
  4. rectify faults in the specified sequence and in an agreed timescale
  5. report any instances where the maintenance activities cannot be fully met or where there are identified defects outside the planned schedule
  6. complete and store all relevant maintenance documentation in accordance with organisational requirements
  7. dispose of waste materials in accordance with safe working practices and approved procedures and leave the work area in a safe condition

Knowledge and Understanding

You need to know and understand:

  1. the health and safety requirements of the area in which you are carrying out the fault rectification activities
  2. the specific safety precautions to be taken when carrying out the fault rectification on lift equipment
  3. the safe working practices for lifts (as described in BS7255)
  4. the isolation and lock-off procedures or permit-to-work procedure that applies
  5. the importance of wearing protective clothing and other appropriate safety equipment (PPE) during the fault rectification process; the type of equipment to be used, and where to obtain it
  6. hazards associated with carrying out fault rectification work on lifts (such as handling oils/greases, stored pressure/force, electrical contact, process controller interface, using faulty or damaged tools and equipment, using practices/procedures that do not follow laid-down procedures), and how to minimise them and reduce any risks
  7. what constitutes a hazardous voltage and how to recognise victims of electric shock
  8. how to reduce the risks of a phase to earth shock (such as insulated tools, rubber matting and isolating transformers)
  9. the correct procedures for the emergency release of passengers
  10. where to obtain, and how to interpret, drawings, circuit diagrams, specifications, manufacturers' manuals and other documents needed in the fault rectification process
  11. the principles of operation of the equipment being repaired
  12. the procedures for replacing or adjusting faulty equipment
  13. how to evaluate the various types of information available for fault diagnosis (such as user reports, monitoring equipment, sensory inputs, machinery history records, and operation of the lift)
  14. how to evaluate sensory information (sight, sound, smell, touch)
  15. the types of tools and equipment that can be used in fault rectification (such as mechanical measuring instruments, electrical measuring instruments)
  16. how to check that tools and equipment (such as mechanical measuring instruments, electrical measuring instruments) are calibrated or configured correctly for the intended use, and that they are free from damage and defects
  17. the correct and safe procedure to be adopted for the disposal of waste of all types of material
  18. how to relate previous reports/records of similar fault conditions
  19. how to prepare a report which complies with the organisational policy on fault rectification

  20. the extent of your own responsibility and to whom you should report if you have problems that you cannot resolve


Scope/range

  1. Carry out all of the following during the fault rectifying activity:

    1. verify that the fault exists
    2. plan the activities to cause minimal disruption to normal working
    3. obtain and use the correct issue of organisational and/or manufacturers' drawings and documentation
    4. adhere to procedures or systems in place for risk assessment, COSHH, personal protective equipment and other relevant safety regulations and procedures to realise a safe system of work
    5. ensure the safe isolation of equipment (such as mechanical, electricity, fluids)
    6. provide and maintain safe access and working arrangements for the area
    7. follow the approved maintenance schedule for rectifying faults in lifts
    8. carry out the activities using appropriate techniques and procedures
    9. return the lift to service on completion of the repair activities
    10. ensure that any potential defects are identified and reported for future action
    11. dispose of waste materials in accordance with safe working practices and approved procedures and leave the work area in a safe condition
  2. Rectify faults in all of the following lift equipment:

    1. landing doors    
    2. safety equipment          
    3. controller equipment      
    4. ancillary equipment
    5. lift doors             
    6. machine equipment      
    7. hydraulic equipment
  3. Repair and/or replace all of the following lift equipment components:

    1. motors               
    2. switches         
    3. lights               
    4. valves
    5. pumps            
    6. sensors            
    7. control boards    
    8. brakes
  4. Make adjustments to all of the following:

    1. tensions (such as ropes, belts, chains)       
    2. clearances    
    3. speed of operation
    4. switches (such as reed, micro, photo)   
    5. alignment
  5. Ensure that the maintained equipment meets all of the following:

    1. contractual drawing                                    
    2. customer standards
    3. British and/or European standards                      
    4. organisational procedures and schedules
    5. equipment manufacturer's operating range        
    6. legal requirements
  6. Complete and store all relevant maintenance documentation in accordance with organisational requirements, using one of the following:

    1. job cards
    2. servicing log or report
    3. permit to work/formal risk assessment and/or sign-on/off procedures
    4. organisational-specific documentation
    5. electronic records

Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary


Links To Other NOS


External Links


Version Number

3

Indicative Review Date

01 Mar 2024

Validity

Current

Status

Original

Originating Organisation

Enginuity

Original URN

SEMEM347

Relevant Occupations

Maintenance Engineer

SOC Code

5223

Keywords

Engineering; manufacturing; maintenance; lifts; faults; rectification; traction system; doors; safety system; mechanisms; control system