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: 

Monitor bearing performance and conduct routine bearing maintenance 
SAQA US ID UNIT STANDARD TITLE
243780  Monitor bearing performance and conduct routine bearing maintenance 
ORIGINATOR
SGB Generic Manufacturing, Engineering, Technology 
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 2  NQF Level 02 
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 is for learners within the electrical, mechanical or related fields who are responsible for monitoring bearing performance and conducting routine bearing maintenance.

Learners credited with this unit standard are able to:
  • Demonstrate basic understanding of bearings.
  • Monitor bearing performance.
  • Conduct basic bearing maintenance (lubrication).
  • Comply with Occupational Health, safety and environmental requirements.
  • Report on bearing condition, performance and non-compliances. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that learners are already competent in:
  • Basic Hand Tools and Techniques at NQF Level 2.
  • Occupational Health and Safety at NQF Level 2. 

  • UNIT STANDARD RANGE 
    Bearings refer to different types of bearings of various sizes:
  • Roller bearings.
  • Ball bearings.
  • Sliding bearings (Bushes).
  • Thrust bearings. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Demonstrate a basic understanding of bearings in terms of engineering principles and manufacturers' specifications. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Names and functions of bearing types and assemblies are explained. 

    ASSESSMENT CRITERION 2 
    Attributes and characteristics of each type of bearing and assembly are explained. 

    ASSESSMENT CRITERION 3 
    Parts and components are correctly identified and the implications for incorrect identification are explained. 

    ASSESSMENT CRITERION 4 
    Typical bearing defects are described and their impact on plant, machinery, equipment and the process/production explained. 

    ASSESSMENT CRITERION 5 
    Terms and definitions used are consistent with generally accepted bearing terminology. 

    SPECIFIC OUTCOME 2 
    Monitor bearing performance in accordance with maintenance requirements and manufacturers specifications. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Typical bearing non-conformances are described in terms of manufacturers specifications. 

    ASSESSMENT CRITERION 2 
    Significant hazards and risks are identified and dealt with in accordance with specified requirements. 

    ASSESSMENT CRITERION 3 
    Bearing performance is monitored both on a systematic and ad hoc basis. 

    ASSESSMENT CRITERION 4 
    Sensory perceptions include hearing, sight, smell and feel are applied to pick up bearing defects and/or
    non-conformances. 

    ASSESSMENT CRITERION 5 
    Defects are recorded, reported and/or dealt with in accordance with specified requirements. 

    SPECIFIC OUTCOME 3 
    Conduct basic bearing maintenance (lubrication) in accordance with maintenance requirements and manufacturers specifications. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The need to lubricate bearings, as well as the impacts of over- or under lubrication, is explained. 

    ASSESSMENT CRITERION 2 
    The importance and impact of using the specified lubricant is explained in terms of bearing performance and life. 

    ASSESSMENT CRITERION 3 
    The workplace (site) is prepared to ensure that effective lubrication can take place. 

    ASSESSMENT CRITERION 4 
    The required type of lubricant is prepared for application as per specified requirements. 

    ASSESSMENT CRITERION 5 
    The bearing is lubricated in accordance with specified requirements. 

    ASSESSMENT CRITERION 6 
    PPE selected, checked and worn in accordance with specified requirements. 

    SPECIFIC OUTCOME 4 
    Complete the monitoring and lubrication process. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    A quality check is conducted and anomalies are dealt with in accordance with specified requirements. 

    ASSESSMENT CRITERION 2 
    Tools and equipment are cleaned, checked and stored in accordance with specified requirements. 

    ASSESSMENT CRITERION 3 
    Waste materials are handled and dealt with in accordance with environmental principles and specified requirements. 

    ASSESSMENT CRITERION 4 
    Anomalies are recorded and dealt with in accordance with environmental principles and specified requirements. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Anyone assessing a learner or moderating the assessment of a learner against this unit standard must be registered as an assessor with the relevant Education,
    Training, Quality, Assurance (ETQA) Body, or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Any institution offering learning that will enable the achievement of this unit standard must be accredited as a provider with the relevant Education, Training, Quality, Assurance (ETQA) Body, or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Assessment and moderation of assessment will be overseen by the relevant Education, Training, Quality, Assurance (ETQA) Body, or with an ETQA that has a Memorandum of Understanding with the relevant ETQA, according to the ETQA's policies and guidelines for assessment and moderation.
  • Moderation must include both internal and external moderation of assessments, unless ETQA policies specify otherwise.
  • Anyone wishing to be assessed against this unit standard may apply to be assessed by any assessment agency, assessor or provider institution that is accredited by the relevant ETQA. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    The following embedded knowledge will be assessed in an integrated way in the context of the unit standard.

    Names & functions of:
  • Bearings.
  • Assemblies.
  • Personal protective equipment.

    Attributes, descriptions, characteristics & properties:
  • Types of bearings.
  • Common defects.
  • Hazards.
  • Lubricants.

    Sensory cues:
  • Smell.
  • Sight.
  • Hearing.
  • Feeling.

    Purpose of:
  • Bearings on equipment and machinery.
  • Lubrication.
  • Quality checks.

    Processes, events, causes and effects, implications:
  • Causes of hazards and responses to them.
  • Causes of defects and responses to them.
  • Basic lubrication processes.
  • Implications of not preparing site and bearing before lubrication.

    Procedures and techniques:
  • For monitoring bearing performance.
  • Procedures for lubrication.
  • Safety procedures.
  • Quality procedures.
  • Recording and reporting procedures.
  • Maintenance procedures.

    Regulations, legislation, agreements, policies, standards:
  • Applicable safety, health and environmental protection legislation and standards.

    > Theory: rules, principles, laws applicable to properties of bearings and lubricants.
    > Relationships, systems.
  • Relationship between types of bearing, application and lubrication requirements. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as members of a team, group, organisation or community.
  • The ability of the learner to interact with other parties in the maintenance chain in order to ensure that plant and equipment are functioning effectively organise and manage themselves and their activities responsibly and effectively. 

  • 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.
  • The learner understands the impact of his/her participation in the context of the interaction and interdependence between the operations/production and engineering functions. 

  • 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 
    Terminology:

    Specified requirements:

    Specified requirements include legal and site-specific requirements and are contained in one or more of the following documents:

    Legal:
  • Relevant Acts e.g. Mine Health and Safety Act, Occupational Health and Safety Act.
  • Mandatory Codes of Practice.
  • SANS and other relevant standards.

    Site specific:
  • Hazard Identification and Risk Assessments (HIRA).
  • Occupational Health and Safety Risk Management Programme.
  • Managerial Instructions.
  • Standard Procedures.
  • List of Recorded OH&S Risks.
  • Working Guides.
  • Equipment and Materials Specifications.

    Unit standard justification:

    Level:
  • Attribute: Skills.
  • Level: 2.
  • Justification: Moderate in range.
  • Attribute: Procedures.
  • Level: 2.
  • Justification: Established and familiar.
  • Attribute: Context.
  • Level: 2.
  • Justification: Routine and familiar.
  • Attribute: Knowledge.
  • Level: 2.
  • Justification: Basic operational.
  • Attribute: Information processing.
  • Level: 2.
  • Justification: Basic processing of readily available information.
  • Attribute: Problem Solving.
  • Level: 2.
  • Justification: Known solutions to familiar problems.
  • Attribute: Orientation of activities.
  • Level: 2.
  • Justification: Directed.
  • Attribute: Application of responsibility.
  • Level: 3.
  • Justification: Under general supervision and quality checking.
  • Attribute: Orientation of scope of responsibility.
  • Level: 3.
  • Justification: Significant responsibility for quantity and quality of output and possible responsibility for the output of others.

    Average Level: 20/9 = 2.22.
    Actual Level Assigned: 2.

    Credits:

    Total hours required by the learner to achieve the required outcome:
  • Activity: Classroom Teaching.
  • Hours: 18.
  • Activity: On-The-Job Training.
  • Hours: 30.
  • Activity: Mentoring required.
  • Hours: 30.
  • Activity: Other (Specify).
  • Hours: 0.
  • Activity: Total.
  • Hours: 78.

    Credits Achieved: 20/10 = 2.0.
    Credits Assigned: 8. 

  • QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  58269   National Certificate: Electro-Mechanics  Level 2  NQF Level 02  Reregistered  2023-06-30  As per Learning Programmes recorded against this Qual 


    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. Coastal Kzn F.E.T. College - Swinton Road Campus 
    2. Enstra Learning and Development Centre (Pty) Ltd (SPRINGS) (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.