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 THAT HAS PASSED THE END DATE:

Maintain direct drives

SAQA US ID	UNIT STANDARD TITLE
13280	Maintain direct drives
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 3	NQF Level 03	6
REGISTRATION STATUS		REGISTRATION START DATE	REGISTRATION END DATE	SAQA DECISION NUMBER
Passed the End Date - Status was "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

Learners in the field of engineering require the skills, values and knowledge reflected in this unit standard.

The learning outcomes in this unit standard also contribute to the exit level outcomes required for the National Certificate in Engineering Fitting (NQF level 3) and related qualifications.

Qualifying learners can perform routine maintenance on direct drives to ensure operational integrity. This will include monitoring, repairing and alignment of direct drives. They will understand the importance of maintaining direct drives and how this is achieved.

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING

This unit standard has been designed as part of a progression. It is one of a series of unit standards for maintaining and caring for equipment in the engineering skills area.

The credits allocated to this unit standard assume that a learner has already learned to maintain indirect drives.

UNIT STANDARD RANGE

The ranges as indicated under the specific outcomes determine the scope and level of this unit standard.

All work is performed under supervision and according to worksite and manufacturer specifications and occupational safety, health and environmental legislation.

Specific Outcomes and Assessment Criteria:

SPECIFIC OUTCOME 1

Plan and prepare for direct drive maintenance.

OUTCOME RANGE

Plan and prepare includes reading and interpreting engineering drawings and task instructions.

Preparing includes ensuring system is safe.

Making system safe includes isolation and applying protective equipment.

Isolation includes electrical and mechanical.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Results achieved

1. System is made safe before starting intended task
2. Site and equipment are prepared for installation
3. Direct drive maintenance activities are carried out and drive is operational and meets specifications

Indicators:

1. Applicable direct drive is identified for shutting down and confirmed
2. Appropriate direct drive is isolated in accordance with worksite procedures
3. Provisions for working in a hazardous location are implemented to regulatory and worksite procedures
4. Working principles of components are accurately explained
5. Applicable consumables, lubricants and cleaning agents are acquired in the required quantities
6. Components requiring service are identified and removed without damage to the rest of the drive system
7. Removed components are serviced / lubricated using appropriate tools and equipment
8. Maintained components are replaced without damage to the component or drive system
9. Direct drive gap, axial and radial alignment is within manufacturer specified tolerance
10. Completion of maintenance / service is confirmed and verified
11. Visual direct drive inspection is carried out to manufacturer specifications
12. Protective guards and systems are in place and functional
13. Direct drive performance is confirmed to meet operational requirements
14. Maintenance is carried out in a safe manner in accordance with schedules and manufacturer specifications
15. No delays are caused as a result of poor planning for performing maintenance and identifying problems
16. Maintenance activities meet with customer requirements / specifications
17. Problems are timeously reported to appropriate personnel
18. Work environment is clean, tidy and safe
19. Direct drive and equipment condition report is accurate, clear and timeously processed
20. Applicable health, safety and environmental procedures are adhered to

Understanding confirmed:

Respond to 'what if' and 'why' questions related to:

Direct drives and their characteristics

Consumables, lubricants and cleaning agents

Consequences of not topping up low lubricant levels

Operational requirements of different drives

Tools and equipment used

Steps to take to limit waste

Checking the quality of work against the requirements of the job

Caring for and storing maintenance tools and equipment

Protective guards

Installation of taper-lock bushes

Importance of fits and tolerances

Explain and discuss the implications of not adhering to the sequence of activities and operations as described in the specific outcomes and making decisions inappropriate to the task.

SPECIFIC OUTCOME 2

Prepare site and equipment for direct drive maintenance.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Direct drives and their characteristics

Consumables, lubricants and cleaning agents

Consequences of not topping up low lubricant levels

Operational requirements of different drives

Tools and equipment used

Steps to take to limit waste

Checking the quality of work against the requirements of the job

Caring for and storing maintenance tools and equipment

Protective guards

Installation of taper-lock bushes

SPECIFIC OUTCOME 3

Maintain direct drive.

OUTCOME NOTES

Identify problems and take corrective action

OUTCOME RANGE

Maintain includes identifying, inspect, removing and replacing drive components, keys and locking devices.

Direct drives include couplings and fluid drive types.

Problems include noise, non-power transmission, vibration, low fluid levels, lubrication and excessive wear and damage.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Direct drives and their characteristics

Consumables, lubricants and cleaning agents

Consequences of not topping up low lubricant levels

Operational requirements of different drives

Tools and equipment used

Steps to take to limit waste

Checking the quality of work against the requirements of the job

Caring for and storing maintenance tools and equipment

Protective guards

Installation of taper-lock bushes

SPECIFIC OUTCOME 4

Align direct drives.

OUTCOME RANGE

Drive alignment tools include dial gauges / dial test indicators (DTI) and taper gauges.

Determine rock, shaft or coupling hub run-out, shim thickness and size meets specifications.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Direct drives and their characteristics

Consumables, lubricants and cleaning agents

Consequences of not topping up low lubricant levels

Operational requirements of different drives

Tools and equipment used

Steps to take to limit waste

Checking the quality of work against the requirements of the job

Caring for and storing maintenance tools and equipment

Protective guards

Installation of taper-lock bushes

SPECIFIC OUTCOME 5

Apply quality checks on completed work.

OUTCOME RANGE

Quality checks include inspection for leaks, lubricant and coolant levels.

Operational requirements include drive, no vibration and the fitting of safety guards.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Direct drives and their characteristics

Consumables, lubricants and cleaning agents

Consequences of not topping up low lubricant levels

Operational requirements of different drives

Tools and equipment used

Steps to take to limit waste

Checking the quality of work against the requirements of the job

Caring for and storing maintenance tools and equipment

Protective guards

Installation of taper-lock bushes

SPECIFIC OUTCOME 6

Conduct post-maintenance activities.

OUTCOME RANGE

Post maintenance activities include cleaning up, processing documentation and reporting maintenance activities to responsible persons.

Documentation includes inspection registers and maintenance schedules.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Direct drives and their characteristics

Consumables, lubricants and cleaning agents

Consequences of not topping up low lubricant levels

Operational requirements of different drives

Tools and equipment used

Steps to take to limit waste

Checking the quality of work against the requirements of the job

Caring for and storing maintenance tools and equipment

Protective guards

Installation of taper-lock bushes

SPECIFIC OUTCOME 7

Care for and store direct drive maintenance tools and equipment.

OUTCOME RANGE

Tools and equipment include absorbent material, hand tools and cleaning equipment and fluids.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Direct drives and their characteristics

Consumables, lubricants and cleaning agents

Consequences of not topping up low lubricant levels

Operational requirements of different drives

Tools and equipment used

Steps to take to limit waste

Checking the quality of work against the requirements of the job

Caring for and storing maintenance tools and equipment

Protective guards

Installation of taper-lock bushes

SPECIFIC OUTCOME 8

Report on system condition.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Direct drives and their characteristics

Consumables, lubricants and cleaning agents

Consequences of not topping up low lubricant levels

Operational requirements of different drives

Tools and equipment used

Steps to take to limit waste

Checking the quality of work against the requirements of the job

Caring for and storing maintenance tools and equipment

Protective guards

Installation of taper-lock bushes

SPECIFIC OUTCOME 9

Discuss and explain incidents and problems related to direct drive maintenance.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Direct drives and their characteristics

Consumables, lubricants and cleaning agents

Consequences of not topping up low lubricant levels

Operational requirements of different drives

Tools and equipment used

Steps to take to limit waste

Checking the quality of work against the requirements of the job

Caring for and storing maintenance tools and equipment

Protective guards

Installation of taper-lock bushes

SPECIFIC OUTCOME 10

Work safely with due care for self, fellow workers, equipment, materials and the environment.

OUTCOME RANGE

Hazardous areas include confined spaces, fluid handling, explosion hazards and revolving machinery

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Direct drives and their characteristics

Consumables, lubricants and cleaning agents

Consequences of not topping up low lubricant levels

Operational requirements of different drives

Tools and equipment used

Steps to take to limit waste

Checking the quality of work against the requirements of the job

Caring for and storing maintenance tools and equipment

Protective guards

Installation of taper-lock bushes

UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS

My assessment will be governed by the policies and guidelines of the MERSETA Education and Training Quality Assuror who has jurisdiction over this field of learning. My assessor will (at the very least) be accredited and have a technical qualification in this learning area.

I can be assessed in the language of my choice although if I have to report incidents or conditions to someone else, I will be assessed on my ability to report in the language commonly used in my working environment.

I will be assessed in the workplace but I can submit documents, projects, test results and assignments that were not produced in the workplace.

I can be assessed against this unit standard to obtain credits or as part of an integrated assessment for a qualification.

UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE

Names & functions of:

Consumables, lubricants, cleaning agents used

Types of couplings

Equipment on which maintenance is performed

Direct drives and drive assemblies

Tools and equipment used in direct drive maintenance process

Engineering drawings

Quality terminology and concepts

Attributes, descriptions, characteristics & properties:

Typical defects and their remedies

Properties of drive lubricants

Characteristics of drive types

Sensory cues:

Sensory cues (what I see, hear, smell, feel) utilised for identifying problems during direct drive maintenance

Purpose of:

Performing assembly maintenance

Following maintenance schedules

Direct drives

Fitting safety guards

Taperlocks and keys

Safety checks

Reporting non-conformances and problems

Processes, events, causes and effects, implications:

Implications of overlooking direct drive non-conformances

Acquiring required lubricants, consumables and cleaning agents

Performing direct drive maintenance

Incorrect fluid levels

Implications of applying heat to remove / replace direct drives

Implications of poor alignment results

Causes and responses to common problems

Replacement sequence and process

Implications and consequences of situations such as, e.g. poor quality, using damaged or faulty tools equipment, using poor quality, damaged or faulty equipment in the replacement process, delaying reports about problems in work area

Procedures and techniques:

Making direct drive safe

Checking that direct drive is safe

Maintaining components

Performing visual inspections

Performing routine maintenance

For minimising wastage

Identifying problems

Identify and select required components

Reporting on direct drive operation

Handling and storage of components

Removing and installing direct drives

Isolation technique and procedure

Posture during hand tool usage

Hand tool grip

Applying pressure

Communication procedures

Applicable recording and reporting procedures

Applicable safe working procedures

Applicable quality assurance procedures

Removing and replacing defective components

Direct drive fault finding

Recording and reporting procedures

Direct drive alignment procedures

Regulations, legislation, agreements, policies, standards:

Applicable safety, health and environmental protection legislation

Applicable company policies and procedures

Theory: rules, principles, laws:

Equipment maintenance fundamentals

Associated engineering principles

Applicable fits and tolerances

Applicable quality assurance fundamentals

Force and torque

Applying pressure

Component inspection and fault finding

Direct drive alignment and methods of alignment

Relationships, systems:

Relationship between the maintained direct drive and the production process

UNIT STANDARD DEVELOPMENTAL OUTCOME

N/A

UNIT STANDARD LINKAGES

N/A

Critical Cross-field Outcomes (CCFO):

UNIT STANDARD CCFO IDENTIFYING

Identify and solve problems:

Related to the maintenance of a direct drive

UNIT STANDARD CCFO WORKING

Work effectively with others as a member of a team:

Interact with colleagues and team members in order to acquire required consumables, lubricants and cleaning agents

UNIT STANDARD CCFO ORGANISING

Organise and manage my activities and myself:

Apply the correct procedures and techniques for performing direct drive maintenance

Manage resources and my time

UNIT STANDARD CCFO COLLECTING

Collect, analyse, organise and critically evaluate information:

Interpret information off job instructions to maintain correct direct drive

Make decisions based on that information

UNIT STANDARD CCFO COMMUNICATING

Communicate effectively:

Report condition of direct drive

UNIT STANDARD CCFO DEMONSTRATING

Demonstrate an understanding of the world as a set of related systems:

Understand and explain the purpose of direct drive maintenance to the production process

Justify my actions as appropriate

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

N/A

QUALIFICATIONS UTILISING THIS UNIT STANDARD:

	ID	QUALIFICATION TITLE	PRE-2009 NQF LEVEL	NQF LEVEL	STATUS	END DATE	PRIMARY OR DELEGATED QA FUNCTIONARY
Core	65129	National Certificate: Diesel Electric and Electric Fitting	Level 2	NQF Level 02	Passed the End Date - Status was "Reregistered"	2023-06-30	As per Learning Programmes recorded against this Qual
Core	66009	National Certificate: Diesel Electric and Electric Fitting	Level 3	NQF Level 03	Passed the End Date - Status was "Reregistered"	2023-06-30	As per Learning Programmes recorded against this Qual
Core	58288	National Certificate: Electro-Mechanics	Level 3	NQF Level 03	Passed the End Date - Status was "Reregistered"	2023-06-30	As per Learning Programmes recorded against this Qual
Core	59669	National Certificate: Mechanical Engineering: Fitting	Level 3	NQF Level 03	Passed the End Date - Status was "Reregistered"	2023-06-30	As per Learning Programmes recorded against this Qual
Core	23274	National Certificate: Mechanical Engineering: Fitting	Level 3	NQF Level 03	Passed the End Date - Status was "Reregistered"	2008-06-25	MERSETA
Core	23255	National Certificate: Mechanical Engineering: Fitting and Machining	Level 3	NQF Level 03	Passed the End Date - Status was "Reregistered"	2023-06-30	MERSETA
Core	48727	National Certificate: Sugar Manufacturing and Refining Technical Maintenance	Level 3	NQF Level 03	Passed the End Date - Status was "Reregistered"	2023-06-30	AgriSETA

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.	ADCORP TECHNICAL TRAINING (PTY) LTD
2.	ALLOYS HEAD OFFICE
3.	ANGLO PLATINUM - ENGINEERING SKILLS TRAINING CENTRE
4.	COLLIERY TRAINING COLLEGE (PTY) LTD
5.	FOSKOR (PTY) LTD
6.	HARMONY GOLD MINING CO LTD
7.	KUMBA IRON ORE (SISHEN)
8.	PALABORA COPPER (PTY) LTD
9.	SASOL GLOBAL LEARNING
10.	SIBANYE GOLD ACADEMY PROPRIETARY LIMITED