Carrying out servicing of service lift equipment
Overview
This standard identifies the competences you need to carry out servicing activities of service lifts, in accordance with approved procedures. This will involve inspection and adjustment, dismantling, removing and replacing faulty components, in line with company procedures, on a range of service lifts such as traction, hydraulic, and direct drive. You will be expected to apply a range of dismantling and assembling methods and techniques, such as proof marking to aid re-assembly, setting, aligning and adjusting components, and to carry out the relevant checks before starting up the service lift.
Your responsibilities will require you to comply with organisational policy and procedures for the servicing activities undertaken, and to report any problems with these activities, or the tools and equipment used, that you cannot personally resolve or are outside your permitted authority, to the relevant people. You must ensure that all tools, equipment and materials used in the servicing 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 to instructions, alone or in conjunction with others, taking personal responsibility for your own actions, and for the quality and accuracy of the work that you carry out.
Your underpinning knowledge will be sufficient to provide a sound basis for your work, and will enable you to adopt an informed approach to applying servicing procedures to service lifts. You will have an understanding of dismantling and reassembly methods and procedures, and their application. You will know how the equipment functions and the purpose of individual components, in adequate depth to provide a sound basis for carrying out any inspection, repair or adjustment. In addition, you will have sufficient knowledge of these components to ensure that they are fit for purpose and meet the specifications, thus providing a sound basis for carrying out reassembly.
You will understand the safety precautions required when carrying out the servicing activities, especially those for isolating the equipment. You will also understand your responsibilities for safety, and the importance of taking the necessary safeguards to protect yourself and others in the workplace.
Performance criteria
You must be able to:
- work safely at all times, complying with health and safety and other relevant regulations, directives and guidelines
- follow the relevant maintenance schedules to carry out the required work
- carry out the maintenance activities within the limits of your personal authority
- carry out the maintenance activities in the specified sequence and in an agreed timescale
- report any instances where the maintenance activities cannot be fully met or where there are identified defects outside the planned schedule
- complete relevant maintenance records accurately and pass them on to the appropriate person
- dispose of waste materials in accordance with safe working practices and approved procedures
Knowledge and Understanding
You need to know and understand:
- the health and safety requirements of the area in which the servicing activity is to take place, and the responsibility these requirements place on you
- the isolation and lock-off procedure or permit-to-work procedure that applies
- the specific health and safety precautions to be applied during the servicing procedure, and their effects on others
- the safe working practices for lifts (as described in BS7255)
- the hazards associated with carrying out the servicing of service lifts (handling oils, greases, stored pressure/force, misuse of tools, using damaged or badly maintained tools and equipment, not following laid-down servicing procedures), and how to minimise them
- the importance of wearing protective clothing and other appropriate safety equipment (PPE) during the servicing process
- what constitutes a hazardous voltage and how to recognise victims of electric shock
- how to reduce the risks of a phase to earth shock (such as insulated tools, rubber mating and isolating transformers)
- how to obtain and interpret information from job instructions and other documents needed in the servicing process (such as drawings, specifications, manufacturers' manuals, servicing schedules)
- the inspection and safety checks that are applied, and the importance of following them exactly during servicing operations
- methods of checking that components are fit for purpose, and how to identify defects and wear characteristics
- the basic principles of how the equipment functions, its operating sequence, the working purpose of individual units/components and how they interact
- the different drive systems, their operation, and associated components
- the uses of mechanical and electrical measuring devices
- how to make adjustments to components/assemblies to ensure that they function correctly (setting working clearance, setting travel, running and sliding conditions)
- the importance of making checks before running the equipment under power
- how to check that tools and equipment are free from damage or defects, are in a safe and usable condition, and are configured correctly for the intended purpose
- the importance of servicing documentation and/or reports following the servicing activity, and how to generate them
- the equipment operating and control procedures to be applied during the servicing activity
- the problems that can occur when carrying out servicing of service lifts, and what to do if they occur
- the organisational procedure(s) to be adopted for the safe disposal of waste of all types of materials
the extent of your own authority and to whom you should report if you have a problem that you cannot resolve
Scope/range
Scope Performance
Carry out all of the following during the servicing activity:
- undertake the servicing activities to cause minimal disruption to the customer
- obtain and use the correct issue of drawings, job instructions and procedures
- adhere to procedures or systems in place for risk assessment, COSHH, personal protective equipment and other relevant safety regulations
- ensure the safe isolation of equipment (such as mechanical, electricity)
- ensure safe access and working arrangements for the servicing area
- follow the approved service lift servicing schedule
- reinstate and return the service lift to service on completion of activities
- ensure that any potential defects are identified and reported for further action
- dispose of waste materials in accordance with safe working practices and approved procedures
- leave the work area in a safe and tidy condition
Carry out servicing activities on one of the following types of service lift:
- hydraulic
- direct drive
- traction
Check twelve of the following for operational safety, security and condition, in line with manufacturers' specifications:
- overspeed governor
- motor/gearbox
- slack chain devices
- brake system
- anti-creep system
- safety gear
- floor selection system
- door locking mechanism
- door gear
- hydraulic rams
- safety locks/interlocks
- switches (such as pressure and limit)
- shutter suspension system
- valve block
- lift run-bys/overtravels
- residual current devices (RCD)
Check ten of the following for damage, wear, security and condition, in line with manufacturers' specifications:
- diverters
- traction sheave
- controllers
- retiring ramps
- car doors
- push buttons/indicators
- lift structure
- cabling (such as shaft and trailing)
- balance weight and rope attachments
- guide shoes/rollers
- lifting ropes
- equalising devices
- chains and sprockets
- warning notices
- hydraulic hoses
- car interior
- guides/racks and fixings
- rack and pinion drive
Carry out all of the following servicing techniques:
- visual examination of the complete system
- dismantling equipment to the appropriate level
- proof marking/labelling of components
- checking components for serviceability
- setting, aligning and adjusting components
- electrical continuity
- make sensory checks (sight, sound, smell, touch)
- tightening fastenings to the required torque
- making 'off-load' checks before starting up
- removing excess dirt and grime
- replenishing oils and/or greases
- functionally testing the completed system
Carry out the servicing operations, in accordance with all of the following standards, as appropriate to the equipment being serviced:
- organisational guidelines and codes of practice
- equipment manufacturer's operating range
- BS, ISO and/or BSEN standards
- customer requirements
Complete one of the following servicing records, and pass it to the appropriate person:
- job cards
- company report
- service log and action report
company-specific documentation