Establishment_____________________ Task Group 9

Lifts and Hoists

Location_________________________ Checklist No1

System-Lifts and Hoists Tasks-044.1, 044.2

Frequency- (M)
Indicate S/NS Y/N as required
Record any defects here: -

Date-Week Comm. Week No. Date

(M) Electric and Hydraulic lifts: inspect, lubricate, check operation of controls and devices

Equipment left
Condition of
Task Task carried out in working Initials
equipment
order
Check and top up as required all gearboxes, lubricate all
appropriate bearings
Check brakes for correct action. Linings and drum free from oil
or grease. Inspect motor/generator/exciter commutators, slip-
rings and brush gear operating under working conditions and
while stationary.
Clean, inspect and adjust controller contacts, interlocks and
dashpots. Lubricate. Observe and adjust operation sequence
and timing of contactors.
Clean floor selector, check action and adjust. Lubricate drive
gear.
Check limit switches, direction switches and their operating
devices. Ensure rollers and spindles are free to rotate.
Lubricate.
Clean overspeed governor and lubricate
Clean guides and lubricate where applicable, and top up
counterweight guide shoe lubricators.
Clean down lift well as necessary. Clean pit. Inspect condition
of lift well enclosure. Check shaft lighting; replace faulty lamps
or fittings as necessary.
Inspect car exterior and clean top. Top up car guide shoe
lubricators. Inspect tensioning devices for correct adjustment.
Clean and inspect door operating gear and check for oil leaks
and lubricate. Check door locks for safe operation. Ensure
rollers and spindles are free to rotate. Lubricate.
Check that emergency door release key is readily available
Test operation of landing buttons, indicators and fire switch.
Check circuit breaker or main switch by a manual trip.
Check that car and landing doors operate freely and bottom
tracks are clear.
Travel the lift through the complete travel and observe for any
defects in car controls, car door switches, emergency stop
controls (and that lift is locked out of further use?), alarm bells
and emergency telephone. Note the smoothness of ride and
accuracy of floor levelling.
Inspect the interior of the lift car(s) for general condition.
Check for safe and correct operation of the lift car and landing
doors as follows
That the lift will not operate with any car or landing doors open.
That a landing door locks and remains locked at all times other
than when the car is at that landing.
That a power limiting device fitted to automatic doors operates
to retract the doors at a force not exceeding 150N when a door
is obstructed at the mid point of the door travel
Establishment_____________________ Task Group 9
Lifts and Hoists
Location_________________________ Checklist No2

System-Lifts and Hoists Tasks-045.1, 045.2

Frequency- (3M) (M)

Indicate S/NS Y/N as required
Record any defects here: -

Date-Week Comm. Week No. Date

(3M) Electric and Hydraulic lifts: inspect machinery, brakes, drums, governor, buffers, sills, etc
(M) Electric and Hydraulic lifts: inspect, lubricate, check operation of controls and devices
Equipment
Condition of
Task Task carried out left in working Initials
equipment
order
Lift machine gearing and bearings, checking that accessible keys
and fixing bolts are secure.
Extract dust from interiors of motors and generators. Inspect
bearings; ensure fixing bolts are secure
Brake coupling and linings for wear, checking that keys and fixing
bolts are secure. Check that brake release gear and hand-
winding wheel is readily available
Drums, sheaves and pulleys for visible cracks, check that keys
and fixing bolts are secure. Inspect bearings and sheave grooves
for excessive wear.
Condition of wire ropes; check that suspension ropes are evenly
tensioned
Guides for wear, check that fixings are secure.
Counterweight clearances for rope stretch. Inspect rope
equaliser. Ensure main tie bolts are secure. Inspect guide shoes
for wear and float. Ensure filler weights are properly positioned
and secure. Check safety gear for guide clearance and free
movement.
Overspeed governor for wear; check that keys and fixing bolts are
secure
Condition of landing and car sill nosings and check car clearance.
Inspect lock beaks; door rollers and spindles for wear. Inspect
door interconnecting wires or chains for wear, correct tension and
security of anchorage.
Ensure spring buffers are secure. Clean oil buffers and top up.
Check for oil leaks.
Ensure car frame bolts are secure. Check guide shoes for
minimum float. Ensure car body is secure in frame. Check
safety gear for guide clearance and free movement. Check
tension of safety rope. Inspect door-operating mechanism for .
wear and ensure driving sprockets, keys and fixing bolts are
secure. Ensure that the pick-up between car and landing doors
is correctly aligned
Open, clean and inspect car controls, floor switches and door
switches. Check action of emergency opening and moveable
floor.
Inspect floor selector bearings. Check connections and flexes.
Inspect driving rope, tape or chain for wear and correct tension.
Open, clean and inspect limit switches and switches. Inspect
fixed ramps and indicator plates
Open, clean and inspect landing button boxes and ensure that
they and any indicator boxes are securely fixed
Inspect and operate by hand, slack rope switch, safety gear
switch, broken tape or rope switch and overspeed governor
switch
Establishment_____________________ Task Group 9
Lifts and Hoists
Location_________________________ Checklist No3

System-Lifts and Hoists Tasks-046

Frequency- (6M) (3M) (M)

Indicate S/NS Y/N as required
Record any defects here: -

Date-Week Comm. Week No. Date

(6M) Electric and hydraulic lifts: clean, inspect car and landing doors and interlocks
(3M) Electric and Hydraulic lifts: inspect machinery, brakes, drums, governor, buffers, sills, etc
(M) Electric and Hydraulic lifts: inspect, lubricate, check operation of controls and devices
Equipment
Condition
Task carried left in
Task of Initials
out working
equipment
order
Open, inspect and clean the following items: -
(1) Landing button boxes. Check that any indicator
boxes are securely fixed
(2) Limit switches, direction switches, fixed ramps
and indicator plates.
(3) Landing door locks.

.
Establishment_____________________ Task Group 9
Lifts and Hoists
Location_________________________ Checklist No4

System-Lifts and Hoists Tasks-047

Frequency- (1Y) (6M) (3M) (M)

Indicate S/NS Y/N as required
Record any defects here: -

Date-Week Comm. Week No. Date

(1Y) Electric and hydraulic lifts: clean and re-lamp well/pit electrics
(6M) Electric and hydraulic lifts: clean, inspect car and landing doors and interlocks
(3M) Electric and Hydraulic lifts: inspect machinery, brakes, drums, governor, buffers, sills, etc
(M) Electric and Hydraulic lifts: inspect, lubricate, check operation of controls and devices
Equipment
Condition
Task carried left in
Task of Initials
out working
equipment
order
HYDRAULIC and ELECTRIC LIFTS
Check and clean shaft lighting, glasses and
diffusers. Replace any defective lamps.
Check and clear well of any rubbish etc
Verify electrical safety devices are in efficient
working order
Verify landing door locks in efficient mechanical
working order
Carry out Slow Speed test to ensure correct
operation
Test car overload detection device. Only required if
car floor area excessive in relation to load
HYDRAULIC LIFT
Test electrical anti creep for correct operation
Carry out Mechanical Examination of anti creep
system
Low pressure detection device. Examine test valve
and electric switch for correct operation
ELECTRICAL LIFT .
Carry out Thorough examination of suspension
ropes & chains.
Brake Condition. Determine adequate traction and
correct function
Brake Dynamic. Expose non visible gripping
components for examination
Establishment_____________________ Task Group 9
Lifts and Hoists
Location_________________________ Checklist No5

System-Lifts and Hoists Tasks-DHE-048.1, DHE048.2

Frequency- (3/4Y) (1Y) (6M) (3M) (M)

Indicate S/NS Y/N as required
Record any defects here: -

Date-Week Comm. Week No. Date

(3/4Y) Electric lifts: renew gearbox oils, test safety gear and governors. Hydraulic lifts: test safety gear; inspect ram
head bolts
(1Y) Electric and hydraulic lifts: clean and re-lamp well/pit electrics
(6M) Electric and hydraulic lifts: clean, inspect car and landing doors and interlocks
(3M) Electric and Hydraulic lifts: inspect machinery, brakes, drums, governor, buffers, sills, etc
(M) Electric and Hydraulic lifts: inspect, lubricate, check operation of controls and devices
Equipment
Condition
Task carried left in
Task of Initials
out working
equipment
order
ELECTRIC LIFTS
Drain gearbox(es), flush out and refill with clean
fresh gear oil
Inspect and operate by hand, slack rope switch,
safety gear switch, broken tape or rope switch and
overspeed governor switch.
Test Safety Gear. Engage by hand and lower car or
counterweight until it is freely supported
Test Overspeed Governor. Operate the lift and note
the percentage of normal running speed achieved
immediately before the governor operates

HYDRAULIC LIFTS
Inspect Ram Head bolts for any deterioration, and
tightness.
Inspect and operate by hand, slack rope switch,
safety gear switch, broken tape or rope switch and
overspeed governor switch
Test Safety Gear. Engage by hand and lower car or
counterweight until it is freely supported
Test Overspeed Governor. Operate the lift and note
the percentage of normal running speed achieved
immediately before the governor operates.
Hydraulic Systems. Pressurise system to 200% for
5 minutes
Hydraulic Rupture/Restrictor valves. Overspeed lift
to test rupture valve
Hydraulic Cylinders Pressurise cylinder to 200% of
load for 15 minutes Risk Assessment
 LIFTS & HOISTS
MANAGEMENT OF PLANNED MAINTENANCE TASK INSTRUCTIONS

LIFTS AND HOISTS

TASKS 44.1, 44.2, 45.1, 45.2, 46, 47, 48.1, 48.2,48.3

1. HEALTH & SAFETY

1.1 Comply with any warning notices or site restrictions identified within the site safety plan held by the
responsible person, and with any other specific or temporary hazards identified during site
induction/at time of visit.
1.2 Relevant PPE shall be used as indicated by the relevant risk assessment
1.3 Be aware of the hazards associated with lift machinery, e.g. moving parts. Under no circumstances
must any attempt be made to carry out any work other than that specified within this instruction,
without first obtaining a valid standing instruction or permit to work from the responsible person.
1.3 Any action taken which could result in lift doors opening whilst the car is not within the landing zone
must be supervised by one person who will remain present at all times until work is completed and
normal lift service resumed.
1.4 Remove any waste materials from the lift room on completion of work as waste generally, and oily
rags in particular can pose a serious fire hazard
1.5 A specific risk assessment, to satisfy The Management of Health & Safety at Work Regulations
1999, must be carried out. Due consideration to this and any other statutory regulations e.g.
COSHH 1999, Manual Handling Reg's 1992. Etc. must be made prior to carrying out any task
detailed below. Risk assessments are to be carried out by the operatives employer
1.6 Where required under safe working procedures, a permit to work shall be obtained from the
responsible person before any work is commenced. For other, limited tasks suitable care shall be
taken to ensure proper electrical isolation of plant before removing covers etc. or before working on
normally moving parts

2. GENERAL REQUIREMENTS
2.1 Liase with the building manager/customer representative before starting work and on completion of
the work.
2.2 This task is to be undertaken only by suitably and properly trained staff
2.3 To ensure that the systems being controlled are operating within stated parameters
2.4 All measuring equipment shall have a current certificate of calibration: Certificate No shall be written
on PPM work sheet.
2.5 STATUTORY INSPECTION
a) Statutory inspections of, lifts and lifting appliances will be carried out by others but the Sub-
Contractor shall provide the whole of the labour, tools, equipment, safety precautions, etc.,
required in attending upon and for preparing for these inspections.
b) The Sub-Contractor shall provide the assistance necessary to ensure that by the due date for
inspection that they are prepared adequately for the relevant examination by the Competent
Person.
c) The Sub-Contractor shall also provide attendance, assistance and facilities at the examination,
including drilling plates, lifting, supplying fluid for hydraulic testing and providing 25-volt hand
lamps or battery-operated torches.
d) Details of the requirement and date for each inspection will be made available to the Sub-
Contractor on a programme provided by the responsible person.
e) The Sub-Contractor shall be responsible for carrying out any repair or remedial work
recommended by the Competent Person only when instructed to do so by the Responsible
Persons.
f) The Guidelines on the thorough examination and testing of lifts appended at Pages 11-12 are
included in the task instructions. The 10 yearly tasks identified there are to be carried out should
they fall due during the contract period.
2.6 Wherever possible the operating and maintenance instructions provided by the machine
manufacturer shall be followed. Where there is a difference between these instructions and those
of the manufacturer, the manufacturers guidance shall take precedence.
2.7 Record all inspection findings. All items requiring repair shall be listed on the PPM work docket, any
repairs carried out under the Contract Lump Sum shall be indicated as complete, any other items in
this category requiring shut downs or spares shall be carried out following agreed procedures. Any
deviation from accepted operation or any defects considered to present a safety hazard shall be
reported to the responsible person, who will advise the client as required.
2.8 Checklist 1 relates to tasks 044.1 & 044.2
2.9 Checklist 2 relates to tasks 045.1 & 045.2
2.10 Checklist 3 relates to task 046
TASK GROUP 9
Page 1 of 14
 LIFTS & HOISTS
MANAGEMENT OF PLANNED MAINTENANCE TASK INSTRUCTIONS

2.11 Checklist 4 relates to task 047

2.12 Checklist 5 relates to tasks 048.1 & 048.2
2.13 The attached Checklist is to be included on the Work Docket issued to the craftsman. A copy of the
Task Instructions are to be available to the craftsman for information
2.14 The Sub-Contractor shall supply and use only lubricants specified by the lift maker (or an equivalent
approved substitute product). Ensure adequate lubrication but avoid excessive application, which
can be spread to contaminate other parts of the mechanism. Wipe away any excess lubricant.
Report excessive lubricant requirements/leaks to responsible person.
2.15 The attached task instructions highlight the basic elements that should be carried out as a minimum
requirement. The sub-contractor may adopt these instructions or submit there their own method
statements for approval. The task instructions provided are generic in form and will require
modifying to suit specific equipment/systems being maintained. It should be noted that the full
requirements of the relevant reference documents must be complied with; the list provided here is
not exhaustive. Lead reference documents
BS 5655-10.1:1995 & BS 5655-10.2:1995 Lifts and Service Lifts. Specification for the testing and
inspection of electric and hydraulic lifts.
Lifting Operations and Lifting Equipment Regulations 1998
ACOP Safe use of lifting equipment. Lifting Operations and Lifting Equipment Regulations 1998
CP 407: 1972 Electric, Hydraulic and Hand powered Lifts
BS EN 13015: 2001 Maintenance for lifts and escalators. Rules for maintenance instructions
00/715390 DC Code of Practice for installation, maintenance, examination and safe use of vehicle lifts
HSE Guidance Note PM26: 1981 Safety at lift landings
PSA MEEG Vol. 5 Sections 14.010, 14.102, 14.103, 14.112:1984-92.

Task Numbers AD-PPM-044-049 are to be shown on all work dockets as appropriate

*Mandatory Frequencies to individually assessed per site, approved through Authorising

Engineers * Table below guideline only.

Task No Task Lead Ref. Status Frequency Remarks

44.1 Electric lifts: inspect, lubricate, check BS5655 Mandatory MONTHLY Specialist Inspection/Work
operation of controls and devices (M)
Provide attendance on Competent Person, when
required including preparation of equipment.

44.2 Hydraulic lifts: inspect, lubricate, BS5655 Mandatory MONTHLY Specialist Inspection/Work
check operation of controls and (M)
Provide attendance on Competent Person, when
devices
required including preparation of equipment.

45.1 Electric lifts: inspect machinery, BS5655 Mandatory 3 MONTHLY Ditto, Include brake gear, gearbox, bearings, ropes,
brakes, drums, governor, buffers, (3M) guides, pulleys, etc
sills, etc
Provide attendance on Competent Person, when
required including preparation of equipment.

45.2 Hydraulic lifts: inspect machinery, BS5655 Mandatory 3 MONTHLY As task 45.1
pipes, brakes, rams, buffers, sills, (3M)
etc Provide attendance on Competent Person, when
required including preparation of equipment.

46 Electric and hydraulic lifts: clean, Statutory 6 MONTHLY Thorough examination to comply with LOLER
inspect car and landing doors and (6M)
interlocks Provide attendance on Competent Person, when
required including preparation of equipment.

47 Electric and hydraulic lifts: clean and BS5655 Mandatory ANNUALLY Specialist Inspection/Work
re-lamp well/pit electrics (A)
Provide attendance on Competent Person, when
required including preparation of equipment.

48.1 Electric lifts: renew gearbox oils, test BS5655 Mandatory 3-4 YEARLY Specialist Inspection/Work
safety gear and governors
Provide attendance on Competent Person, when
required including preparation of equipment.

48.2 Hydraulic lifts: test safety gear; BS5655 Mandatory 3-4 YEARLY Specialist Inspection/Work
inspect ram head bolts
Provide attendance on Competent Person, when
required including preparation of equipment.

TASK GROUP 9
Page 2 of 14
 LIFTS & HOISTS
MANAGEMENT OF PLANNED MAINTENANCE TASK INSTRUCTIONS

Task No Task Lead Ref. Status Frequency Remarks

48.3 Electric lifts:- Carry out internal Safed Mandatory 10YEARLY Specialist Inspection/Work
examination of gearbox renew wire LG1
Provide attendance on Competent Person, when
ropes as required. BS7255:2
required including preparation of equipment.
001 Cop
for Safe
working
on lifts

49 Arrange competent persons LOLER Statutory 6Monthly (6M) Independent inspection .LOLER Regs 1998,
inspection 1988 BS5655 PM5 BS 7255:2001 COP for safe working
on lifts.

TASK GROUP 9
Page 3 of 14
 LIFTS & HOISTS
MANAGEMENT OF PLANNED MAINTENANCE TASK INSTRUCTIONS

ELECTRIC LIFTS
TASK 044.1 - (M) INSPECT, LUBRICATE, CHECK OPERATION OF CONTROLS & DEVICES

PROCEDURES

1 Check and top up as required all lift machine gearbox(es) and lubricate all appropriate bearings e.g.
lift motor, motor generator set bearing bearings of drums, sheaves and pulleys etc.

2 Check brakes for correct mechanical action. Ensure linings and drum are free from oil or grease.
Inspect motor/generator/exciter commutators, slip-rings and brush gear operating under working
conditions and while stationary.

3 Clean, inspect and adjust controller contacts, interlocks and dashpots. Lubricate. Observe and
adjust operation sequence and timing of contactors.
Clean floor selector, check action and adjust. Lubricate drive gear.
Check limit switches, direction switches and their operating devices. Ensure rollers and spindles
are free to rotate. Lubricate.

4 Clean overspeed governor and lubricate.

5 Clean guides and lubricate where applicable, and top up counterweight guide shoe lubricators.
Clean down lift well as necessary. Clean pit. Inspect condition of lift well enclosure. Check shaft
lighting; replace faulty lamps or fittings as necessary.

6 Inspect car exterior and clean top. Top up car guide shoe lubricators. Inspect tensioning devices
for correct adjustment. Clean and inspect door operating gear and check for oil leaks and lubricate.
Check door locks for safe operation. Ensure rollers and spindles are free to rotate. Lubricate.
Check that emergency door release key is readily available.

7 Test operation of landing buttons, indicators and fire switch.

8 Check circuit breaker or main switch by a manual trip.

9 Check that car and landing doors operate freely and bottom tracks are clear.
Travel the lift through the complete travel and observe for any defects in car controls, car door
switches, emergency stop controls (and that lift is locked out of further use?), alarm bells and
emergency telephone. Note the smoothness of ride and accuracy of floor levelling.
Inspect the interior of the lift car(s) for general condition.

10 Check for safe and correct operation of the lift car and landing doors as follows:
(a) That the lift will not operate with any car or landing doors open.
(b) That a landing door locks and remains locked at all times other than when the car is at that
landing.
(c) That a power limiting device fitted to automatic doors operates to retract the doors at a force not
exceeding 150N when a door is obstructed at the mid point of the door travel.

TASK GROUP 9
Page 4 of 14
 LIFTS & HOISTS
MANAGEMENT OF PLANNED MAINTENANCE TASK INSTRUCTIONS

HYDRAULIC LIFTS
TASK 044.2 (M) INSPECT, LUBRICATE, CHECK OPERATION OF CONTROLS & DEVICES

PROCEDURES

1 Inspect ram and cylinder, adjust gland, check control, pilot and levelling valves and adjust.
Lubricate all appropriate bearings e.g. bearings of sheaves and pulleys etc.

2 Inspect control rope and chain, rope gripper and terminal stops.

3 Clean, inspect and adjust controller contacts, interlocks and dashpots. Lubricate. Observe and
adjust operation sequence and timing of contactors.
Clean floor selector, check action and adjust. Lubricate drive gear.
Check limit switches, direction switches and their operating devices. Ensure rollers and spindles
are free to rotate. Lubricate.

4 Clean guides and lubricate where applicable, and top up counterweight guide shoe lubricators.
Clean down lift well as necessary. Clean pit. Inspect condition of lift well enclosure. Check shaft
lighting; replace faulty lamps or fittings as necessary.

5 Inspect car exterior and clean top. Top up car guide shoe lubricators. Inspect tensioning devices
for correct adjustment. Clean and inspect door operating gear and check for oil leaks and lubricate.
Check door locks for safe operation. Ensure rollers and spindles are free to rotate. Lubricate.
Check that emergency door release key is readily available.

6 Test operation of landing buttons, indicators and fire switch.

7 Check circuit breaker or main switch by a manual trip.

8 Check that car and landing doors operate freely and bottom tracks are clear.
Travel the lift through the complete travel and observe for any defects in car controls, car door
switches, emergency stop controls (and that lift is locked out of further use?), alarm bells and
emergency telephone. Note the smoothness of ride, accuracy of floor levelling. Inspect the interior
of the lift car(s) for general condition.

9 Check for safe and correct operation of the lift car and landing doors as follows:

(a) That the lift will not operate with any car or landing doors open.

(b) That a landing door locks and remains locked at all times other than when the car is at that
landing.

(c) That a power-limiting device fitted to automatic doors operates to retract the doors at a force not
exceeding 150N when a door is obstructed.

TASK GROUP 9
Page 5 of 14
 LIFTS & HOISTS
MANAGEMENT OF PLANNED MAINTENANCE TASK INSTRUCTIONS

ELECTRIC LIFTS
TASK 045.1 (3M) INSPECT MACHINERY, BRAKES, DRUMS, GOVERNER BUFFERS, CILLS etc.

PROCEDURES

1 Carry out all works listed in task description sheet 044.1

2 Inspect the following parts as applicable:

(a) Lift machine gearing and bearings, checking that accessible keys and fixing bolts are secure.

(b) Extract dust from interiors of motors and generators. Inspect bearings; ensure fixing bolts are
secure.

(c) Brake coupling and linings for wear, checking that keys and fixing bolts are secure. Check that
brake release gear and hand-winding wheel is readily available.

(d) Drums, sheaves and pulleys for visible cracks, check that keys and fixing bolts are secure.
Inspect bearings and sheave grooves for excessive wear.

(e) Condition of wire ropes; check that suspension ropes are evenly tensioned.

(f) Guides for wear, check that fixings are secure.

(g) Counterweight clearances for rope stretch. Inspect rope equaliser. Ensure main tie bolts are
secure. Inspect guide shoes for wear and float. Ensure filler weights are properly positioned
and secure. Check safety gear for guide clearance and free movement.

(h) Overspeed governor for wear; check that keys and fixing bolts are secure.

(i) Condition of landing and car sill nosings and check car clearance. Inspect lock beaks, door
rollers and spindles for wear. Inspect door interconnecting wires or chains for wear, correct
tension and security of anchorage.

(j) Ensure spring buffers are secure. Clean oil buffers and top up. Check for oil leaks.

(k) Ensure car frame bolts are secure. Check guide shoes for minimum float. Ensure car body is
secure in frame. Check safety gear for guide clearance and free movement. Check tension of
safety rope. Inspect door-operating mechanism for wear and ensure driving sprockets, keys and
fixing bolts are secure. Ensure that the pick-up between car and landing doors is correctly
aligned.

(l) Open, clean and inspect car controls, floor switches and door switches. Check action of
emergency opening and moveable floor.

(m) Inspect floor selector bearings. Check connections and flexes. Inspect driving rope, tape or
chain for wear and correct tension.

(n) Open, clean and inspect limit switches and switches. Inspect fixed ramps and indicator plates

(o) Open, clean and inspect landing button boxes and ensure that they and any indicator boxes are
securely fixed

(p) Inspect and operate by hand, slack rope switch, safety gear switch, broken tape or rope switch
and overspeed governor switch

TASK GROUP 9
Page 6 of 14
 LIFTS & HOISTS
MANAGEMENT OF PLANNED MAINTENANCE TASK INSTRUCTIONS

HYDRAULIC LIFTS
TASK 045.2 (3M) INSPECT MACHINERY, PIPES, BRAKES, RAMS, BUFFERS SILLS ETC.

PROCEDURES

1 Carry out all works listed in task description sheet 044.2

2 Inspect the following parts as applicable:

(a) Lift machine gearing and bearings. Check that accessible keys and fixing bolts are secure.

(b) Drums, sheaves and pulleys for visible cracks, check that keys and fixing bolts are secure.
Inspect bearings and sheave grooves for excessive wear.

(c) Condition of wire ropes. Check that suspension ropes are evenly tensioned.

(d) Guides for wear, check that fixings are secure.

(e) Counterweight clearances for rope stretch. Inspect rope equaliser. Ensure main tie bolts are
secure. Inspect guide shoes for wear and float. Ensure filler weights are properly positioned
and secure. Check safety gear for guide clearance and free movement.

(f) Overspeed governor for wear; check that keys and fixing bolts are secure.

(g) Condition of landing and car sill nosings and check car clearance. Inspect lock beaks, door
rollers and spindles for wear. Inspect door-interconnecting wires or chains for wear, correct
tension and security of anchorage. Inspect Jigger counterweight assembly for visible signs of
corrosion. Ensure fixings are secure. Check guide shoes for wear and float.

(h) Ensure spring buffers are secure. Clean oil buffers and top up. Check for oil leaks.

(i) Check pipework, joints, bolts and fixings. Check that they are visibly sound and free from
corrosion and leaks. Check stop valve, including main valve in street. Check exhaust pipe for
blockage. Inspect oil reservoir and pump.

(j) Open, clean and inspect control valve, pilot and levelling valves. Check overrun and cut-off
devices. Check overload relief valve.

(k) Pump motor both when operating and stationary.

(l) Check condition of landing and car sill nosings and check car clearances. Inspect lock beaks,
door rollers and spindles for wear.

(m) Check car frame bolts are secure and that the car body is secure in the frame. Check guide
shoes for wear and float. Ensure car body is secure in frame. Check safety gear for running
clearances and free movement. Check tension of safety rope.

(n) Open, clean and inspect car controls, door switches and levelling switches. Check operation of
emergency opening.

(o) Inspect door-operating mechanism for wear and ensure driving sprockets, keys and fixing bolts
are secure. Ensure that the pick-up between car and landing doors is correctly aligned.

(p) Inspect floor selector bearings. Check connections and flexes. Inspect driving rope, tape or
chain for wear and correct tension.

TASK GROUP 9
Page 7 of 14
 LIFTS & HOISTS
MANAGEMENT OF PLANNED MAINTENANCE TASK INSTRUCTIONS

ELECTRIC AND HYDRAULIC LIFTS

TASK 046 (6M) CLEAN, INSPECT CAR AND LANDING DOORS AND INTERLOCKS.

PROCEDURES
Door locks are to be examined internally at least once every six months (except if fitted with transparent
covers, permitting observation of working parts and no defects are apparent). The opening up and internal
examinations are to be carried out in sequence and spread evenly over the period.

1 Carry out all works listed in task description sheets 044 and 045

2 Open, inspect and clean the following items:

(a) Landing door locks.

(b) Limit switches, direction switches, fixed ramps and indicator plates.

(c) Landing button boxes. Check that any indicator boxes are securely fixed.

TASK GROUP 9
Page 8 of 14
 LIFTS & HOISTS
MANAGEMENT OF PLANNED MAINTENANCE TASK INSTRUCTIONS

ELECTRIC AND HYDRAULIC LIFTS

TASK 047 (1Y) CLEAN AND RELAMP WELL/PIT ELECTRICS.

PROCEDURES

GENERAL
1. Carry out all works listed in task description sheets 044, 045 and 046
2. Check and clean shaft lighting, glasses and diffusers. Replace any defective lamps.
3. Check and clear well of any rubbish etc.

HYDRAULIC LIFTS
1. Verify electrical safety devices are in efficient working order
2. Verify landing door locks in efficient mechanical working order
3. Carry out Slow Speed test to ensure correct operation
4. Test car overload detection device. Only required if car floor area excessive in relation to load
5. Test electrical anti creep for correct operation
6. Carry out Mechanical Examination of anti creep system
7. Low pressure detection device. Examine test valve and electric switch for correct operation

ELECTRICAL LIFTS
1. Verify electrical safety devices are in efficient working order
2. Verify landing door locks in efficient mechanical working order
3. Carry out Slow Speed test to ensure correct operation
4. Carry out Thorough examination of suspension ropes & chains.
5. Test Car overload detection device. Only required if car floor area excessive in relation to load
6. Brake Condition. Determine adequate traction and correct function
7. Brake Dynamic. Expose non visible gripping components for examination

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ELECTRIC LIFTS
TASK 048.1 (3-4Y) RENEW GEAR BOX OILS, TEST SAFETY GEAR AND GOVERNORS

3. PROCEDURES

1. Drain gearbox(es), flush out and refill with clean fresh gear oil.
2. Inspect and operate by hand, slack rope switch, safety gear switch, broken tape or rope switch and
overspeed governor switch.
3. Test Safety Gear
Engage by hand and lower car or counterweight until it is freely supported. . Examine and test to ensure
correct electrical and mechanical operation. Also carry out at Governor or Rope renewal
4. Reduced Speed
Examine and test to ensure correct electrical and mechanical operation. Also carry out at Governor or
Rope renewal
5. Test Overspeed Governor-if fitted
Operate the lift and note the percentage of normal running speed achieved immediately before the
governor operates. Examine and test to ensure correct electrical and mechanical operation. Also carry
out at Governor or Rope renewal

HYDRAULIC LIFTS
TASK 048.2 (3-4Y) TEST SAFETY GEAR; INSPECT RAM HEAD BOLTS

PROCEDURES

1. Inspect Ram Head bolts for any deterioration, and tightness.

2. Inspect and operate by hand, slack rope switch, safety gear switch, broken tape or rope switch and
overspeed governor switch.
3. Test Safety Gear
Engage by hand and lower car or counterweight until it is freely supported. Examine and test to ensure
correct electrical and mechanical operation. Also carry out at Governor or Rope renewal
4. Test Overspeed Governor
Operate the lift and note the percentage of normal running speed achieved immediately before the
governor operates. Examine and test to ensure correct electrical and mechanical operation. Also carry
out at Governor or Rope renewal
5. Hydraulic Systems. Pressurise system to 200% for 5 minutes
6. Hydraulic Rupture/Restrictor valves. Overspeed lift to test rupture valve
7. Hydraulic Cylinders Pressurise cylinder to 200% of load for 15 minutes Risk Assessment

Electric Lifts
TASK 048.3 (10Y) Carry out internal examination of gearbox renew wire ropes as required

Specialist inspection/test provide attendance on CP. when required including preparation of

equipment.

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TASK 049 (6M) ARRANGE COMPETENT PERSONS INSPECTION

Procedures:

1.0 Purpose

1.1 To define a uniform procedure for the statutory inspection of Lifts and Hoists by a
Competent Person and reporting requirements.

2.0 Scope

2.1 All RFCA Sites where maintenance tasks is required to be carried out.

3.0 References

3.1 Lifting Operations and Lifting Equipment Regulations (LOLER) 1998; ACoP L113.

3.2 Provision and Use of Work Equipment Regulations (PUWER) 1998.

3.3 Safety Assessment Federation (SAFED).

4.0 Health and Safety

4.1 Client notification. Safety signs signifying Lift under Inspection and barriers placed to prevent
unauthorised access. Attendance of second person during inspection.

5.0 Responsibilities

5.1 A visual inspection of the plant and equipment by Competent Person (CP), in accordance with
and at a frequency defined by LOLER and SAFED. During the inspection the CP will satisfy
himself that the systems affecting the safe operation of the plant are correct and comply with
the reference documents stated above.

5.2 The maintenance of the plant and equipment will be reflected in the context of the CPs report
and will also allow the Senior Technician to assess whether the plant is being maintained
correctly and efficiently.

5.3 The Area Professional Advisor will determine the correct frequency of examination under the
LOLER Regulations.

6.0 Operation

6.1 The Supply Chain Partners will comply with the baseline inspection programme and will
submit a schedule of inspections to the Facility Manager in sufficient time to allow efficient
planning of the maintenance programme. An agreed schedule will then be passed to the
CP. The CP must be kept fully informed and given sufficient notice of any subsequent
changes to the schedule.
6.2 Competent Person (CP) to contact Professional Advisor team, to ensure access to
equipment is convenient to end user. Area Professional Advisor (APA) to speak to relevant
AP, if required, to allow stripping of plant as required by CP.

6.3 Permit to work to be raised as required.

6.4 The inspection is generally visual. However, on occasions, as the Regulations state,
certain items of plant will be made accessible for test and evaluation.

6.5 The CP will carry out his duties in accordance with good engineering principles
adhering to the references stated above.

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6.6 In the event of a defect/failure affecting the safe operation of the plant, appropriate
remedial action must be implemented by the Prime Contractor as soon as practically
possible and documented accordingly.

6.7 Where the defect/failure is detected during normal working hours the CP must, before
leaving site, report to the Area Professional Advisor who in turn will inform and advise the
Client of the remedial actions required. In the event of a defect/failure arising whilst the
CP is carrying out an inspection with the Contractors labour force out of normal working
hours, the reporting initiative/actions are implemented by the Prime Contractors labour
force.

6.8 Effective communication between the CP and the Area Professional Advisor offices in all
circumstances and especially with reference to that as mentioned in 6.6 is essential.

6.9 The CP should report to the Senior Technician on arrival to the site and where possible at
the end of his inspections to enable a short debrief on the state of the plant.

7.0 Records

The CP will utilise an approved e-reporting system where possible.

7.1 The minimum information to be recorded on the Certificate of Examination, is:-

Establishments address.

Identification/Description of Plant and Equipment.

Location of Plant and Equipment.

Date of Inspection.

Nature/Frequency of Inspections (LOLER)

Current status of Plant and Equipment (Observations/Defects and Remedial works).

Inspectors Name, Signature (may be authenticated electronic signature), Company Details.

Date of next inspection.

Findings from the reports will be advised to the Facilities Manager and Senior Technician.

8.0 Attachments

N/A.

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GUIDELINES ON THE THOROUGH EXAMINATION AND TESTING OF LIFTS.

ELECTRIC AND HYDRAULIC LIFTS - EXAMINATION TESTS (H/1 H/5 AND H/10)

The Provision and Use of Works Equipment Regulations 1998 (PUWER) and Lifting Operations and Lifting
Equipment Regulations 1998 (LOLER) provide guidelines which aim to achieve consistency of examination
and testing, agreed methods of reporting and cyclical periods for the examination and test. The HSE PM7
has been withdrawn through the introduction of EEC Directives and replaced by an Approved Code of
Practice published by the Safety Assessment Federation Ltd (SAFED). Their guidelines on lift maintenance
LG1 (yearly), LG5 (5 yearly) and LG10 (10 yearly) H = Hydraulic and E = Electric Lifts, should be applied to
meet this current practice.

The following tables detail the checks to be applied at Yearly (Task 47), 5 yearly (Task 48.1 &
48.2) and 10 yearly (every other task 48.1 & 48.2)

Hydraulic Lifts
PM 7 LG LG
Examination/Test Description Frequency
Equivalent Type/Period Clause
To ensure an earth fault will not
N/A H10 3.3.1 Earth Continuity 10 Yearly
create an unsafe condition
Verify electrical safety devices are in
N/A H1 3.3.2 Electrical Safety Devices Yearly
efficient working order
Verify landing door locks in efficient
PM7a H1 3.3.4 Landing Door Interlocks Yearly
mechanical working order
Suitable non-destructive testing or
PM7b H10 3.3.5b Shafts & Plain Bearing examination of areas subject to high 10 Yearly
stress and load.
Suitable non-destructive testing or
PM7b H10 3.3.5c Roller & Needle Bearings examination of areas subject to high 10 Yearly
stress and load.
Suitable non-destructive testing or
PM7b H10 3.3.5d Sheaves examination of areas subject to high 10 Yearly
stress and load.
Overspeed Governor If
fitted 5 Yearly or subject
Examined and tested to ensure
to repairs or
PM7c H5 3.3.6a correct electrical and mechanical
Calibration governor rope
operation
renewal
Actuation
5 Yearly or subject
Safety Gear If fitted Examined and tested to ensure
to repairs or
PM7d H5 correct electrical and mechanical
governor rope
Reduced Speed operation
renewal
3.3.6b
10 Yearly or
Examined and tested to ensure
subject to repairs
N/A H10 Rated Speed or 1.6m/s correct electrical and mechanical
or governor rope
operation
renewal
Energy Dissipating Buffers If not fitted with switch
H1 Slow Speed test to ensure correct
N/A 3.3.6d Slow Speed Yearly
operation
H10 Rated Speed or 1.6m/s Rated Speed or 1.6m/s test 10 Yearly
Thorough examination of suspension
PM7e H1 3.3.7 Ropes & Chains Yearly
ropes & chains.
Car overload detection Only required if car floor area
PM7f H1 3.3.8 Yearly
device excessive in relation to load
Pressurise system to 200% for 5
N/A H5 3.3.9 Hydraulic Systems 5 Yearly
minutes
Hydraulic
N/A H5 3.3.10 Overspeed lift to test rupture valve 5 Yearly
Rupture/Restrictor valves
Pressurise cylinder to 200% of load
N/A H5 3.3.11 Hydraulic Cylinders 5 Yearly
for 15 minutes Risk Assessment
Test electrical anti creep for correct
N/A H1 3.3.12a Anti creep system Yearly
operation
H1 Mechanical Examination Yearly
N/A 3.3.12b Anti Creep Device
H10 Mechanical Test 10 Yearly
Low Pressure Detection Examine test valve and electric switch
N/A H1 3.3.13 Yearly
Device for correct operation

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Electric Lifts
PM 7 LG LG
Examination/Test Description Frequency
Equivalent Type/Period Clause
To ensure an earth fault will not
N/A E10 3.3.1 Earth Continuity 10 Yearly
create an unsafe condition
Verify electrical safety devices are in
N/A E1 3.3.2 Electrical Safety Devices Yearly
efficient working order
Only necessary where a terminal
Terminal Speed Reduction speed reduction system is used in
N/A E10 3.3.3
Systems conjunction with reduced stroke 10 Yearly
buffering.
Verify landing door locks in efficient
PM7a E1 3.3.4 Landing Door Interlocks Yearly
mechanical working order
Suitable non-destructive testing or
Pm7b E10 3.3.5a Geared Machines examination of areas subject to high 10 Yearly
stress and load.
Suitable non-destructive testing or
PM7b E10 3.3.5b Shafts & Plain Bearing examination of areas subject to high 10 Yearly
stress and load.
Suitable non-destructive testing or
PM7b E10 3.3.5c Roller & Needle Bearings examination of areas subject to high 10 Yearly
stress and load.
Suitable non-destructive testing or
PM7b E10 3.3.5d Sheaves examination of areas subject to high 10 Yearly
stress and load.
Shoes and Brakes are secure and not
N/A E10 3.3.5e Gearless Machines 10 Yearly
excessively warn
Overspeed Governor If
fitted 5 Yearly or subject
Examined and tested to ensure
to repairs or
PM7c E5 3.3.6a correct electrical and mechanical
Calibration governor rope
operation
renewal
Actuation
5 Yearly or subject
Safety Gear If fitted Examined and tested to ensure
to repairs or
PM7d E5 correct electrical and mechanical
governor rope
Reduced Speed operation
renewal
3.3.6b
10 Yearly or
Examined and tested to ensure
subject to repairs
N/A E10 Rated Speed or 1.6m/s correct electrical and mechanical
or governor rope
operation
renewal
Examined and tested to ensure
Overspeeding ascending
N/A E10 3.3.6c correct electrical and mechanical 10 Yearly
car
operation
Energy Dissipating Buffers If not fitted with switch
E1 Slow Speed test to ensure correct
N/A 3.3.6d Slow Speed Yearly
operation
E10 Rated Speed or 1.6m/s Rated Speed or 1.6m/s test 10 Yearly
Thorough examination of suspension
PM7e E1 3.3.7 Ropes & Chains Yearly
ropes & chains.
Car overload detection Only required if car floor area
PM7f E1 3.3.8 Yearly
device excessive in relation to load
Traction Brake Levelling
Determine adequate traction and
E1 Brake Condition Yearly
correct function
N/A 3.3.14
Expose non visible gripping
E1 Brake Dynamic Yearly
components for examination
E10 Levelling Test load and levelling accuracy 10 Yearly

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