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Lifts Part 4: Operational Management [PDF 707Kb]

1. Scottish He Memor P ecnnical meu 2024 C management Lifts Disclaimer The contents of this document are provided by way of guidance only Any party making any use thereof or placing any reliance thereon shall do so only upon exercise of that party s own judgement as to the adequacy of the contents in the particular circumstances of its use and application No warranty is given as to the accuracy of the contents and the Property and Environment Forum Executive which produced this document on behalf of NHSScotland Property and Environment Forum will have no responsibility for any errors in or omissions therefrom The production of this document was jointly funded by the Scottish Executive Health Department and the NHSScotland Property and Environment Forum NHSScotland P amp EFEx June 2001 Contents LE Scope 1 1 General 1 4 User conditions 2 Management responsibilities 2 2 Statutory requirements 2 3 Functional guidance 2 5 Safety applications 3 Functional overview 3 1 Types of lift 3 8 Categories of lift 4 Testing and inspecting criteria 5 Electrical and mechanical afe rk 6 Lift examination re Maintenance 7 1 General fe Types of eN oce gontract 8 Routine ntenance 9 E procedures 9 1 Genal 9 5 Breaktown hand winding 9 6 Release of instantaneous safety gear 9 13 Release of progressive safety gear 9 20 Safety precautions 10 Maintenance information 10 1 Inspection and servicing
2. Remove covers an evn interi of boxes Replace any f correct voltage a und in illuminated push buttons with lamps of Position Check that alindicators are working properly Remove covers and clean interior of boxes Replace faulty lamps with ones of correct voltage and watt rating Version 2 0 June 2001 Page 35 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum SHTM 2024 Pt 4 Lifts 11 Care of decorative finishes Stainless steel General Stainless steel is used for various items of decor on lift installations because of its strength durability and lasting appearance Despite the general ease of maintenance however some simple precautions should be taken to preserve its appearance over the years The actual environment in which it is used will determine how frequently attention is required It is important to ensure th e visible surfaces are open to the oxygen in the air This can only b d if the stainless steel is kept clean and free from grime and other Plain stainless steel All cleaning should be carried out e using a soft clean cloth irection of the original polish lines Patterned stainless st brush to ensure that dirt is removed from less steel lt may be necessansto as the low areas of Se arm water and mild soap or mild liquid detergent rinse wipe dry Resistance to finger marking can be improved and a mo
3. are complied Version 2 0 June 2001 Page 12 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 6 1 6 2 6 3 6 4 6 5 6 6 SHTM 2024 Pt 4 Lifts 6 Lift examination Guidance on lift examination was first offered by HM Factory Inspectorate HMFI in Technical Data Note TDN No 51 This later became Health and Safety Executive Note PM 7 TDN 51 was drafted as a result of HMFI investigations into lift accidents and failures which indicated that certain important components of lifts were not receiving the attention they merited when a thorough examination was carried out Accordingly this note draws attention to certain key lift components which by nature of their construction and accessibility may not be exposed for the periodic examination and also gives recommendations on the testing of the safety gear and an examination of the suspension ystem The guidance is intended to remind persons responsible for makgvig asangements for thorough examinations and competent persansWliftg who carry out these examinations of the need to pay particular dentigo taguch components a PM7 recommends maximum of certain key components It should be struction of most lifts may require that To ensure the continued safe intervals between the ex F this note should not be regarded as exhaustive h need to be covered by a thorough examination nor is Wh
4. i the opportunity to obtain fully comprehensive maintenance of the lift s for a fixed annual premium which may be index linked thereby allowing for budgeted maintenance and a reasonably high performance to be achieved throughout the life of the lift NOTE Short term contracts may allow the contractor to neglect proper maintenance during early years leaving defective equipment for Successive contractors li the benefits which may be derived from placing the contract with the maintenance contractor for a reasonably lang period ideally the life of the lift say 15 years This would encggrage the lift contractor to commence with a high standard of ce that will not cause him trouble in later years ii N increased product familiarity t lift contractor is engaged for maintenance costs of the 4 cost of the building eduGed training needs if the The ongoing onsidered an operational iv a balanced cost of m ver the life of the lift whilst the N appear high for activity by the lift contractor will us justifying the expense omprehensive contract offered by a lift examination before engagement and where 1g by agreement maintenance contracts may be considered where a equires a type of maintenance agreement that is neither omprehensive The cost implications should be considered particular site service nor Each lift maintenance contractor will have his own proforma
5. 10 101 Positron indicators Page 3 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum SHTM 2024 Pt 4 Lifts Care of decorative finishes page 36 Stainless steel 11 1 General 11 3 Plain stainless steel 11 4 Patterned stainless steel 11 5 Normal cleaning 11 7 Heavier grime and grease 11 10 Cellulose and laminate finishes 11 11 Aluminium finishes 11 11 Fluted aluminium 11 12 Plain aluminium satin finish 11 13 Real bronze finishes 12 Designated staff functions page 39 13 Definitions page 41 References page 50 Version 2 0 June 2001 Page 4 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 1 1 1 2 1 3 1 4 1 5 1 6 1 7 1 8 SHTM 2024 Pt 4 Lifts 1 Scope General Healthcare premises are dependent upon lifts to provide an efficient fast and comfortable vertical transportation service for the movement of patients Staff visitors medical equipment and ancillary services items NOTE Throughout this document healthcare premises have also been referred to as hospitals All lifts are subject to strict statutory regulations which cover operational safety to ensure that passengers can be fully comdent that the lift service is safe to use NOTE Lifts in healthcare premises provide at sss service that may not always be fully appreciated by the use Memorandum does not cover
6. NHS Trust on behalf of NHSScotland Property and Environment Forum 10 64 10 65 10 66 10 67 10 68 10 69 10 70 10 71 10 72 SHTM 2024 Pt 4 Lifts For spring buffers the following checks are recommended a springs are not distorted b coils are free from obstructions c if the buffer is of the spring return type depress as far as possible and check that the buffer returns the spring to its normal position For oil buffers the oil level should be checked and topped up if necessary Check operation of the switch Governor tension frames and pulleys The following checks are recommended the tension frame is not touching the lift pit flo all bearings and pivot points on the tensio oil as required check rope stretch Qa 9 5 wp and ensure that the check that the slack rope switch f ions weights move freely e check security of attachment the lift car e ernor rope to the safety gear on Travelling cables Position car above low landin served to allow access to bottom of car from pit Render car ino e perating the emergency pit switch to the off position Ensure the ing doors remain in the open position and that the entrance is adequately protected From the pit carry out an inspection of the under car anchor point to ensure that the cable is secure and that there is no sign of deterioration or chafing of cable From the top of the car inspect the lift well an
7. lifts NHS Estates HBN 40 Common activity spaces Volume 4 HMSO Circulation areas and Volume 5 Scottish Appendix Health and Safety Executive publications Health and Safety Executive 1982 Lifts thorough examination and testing Safety at lift landings 1981 Lifting Plant and Equipment Records of Issued in Test and Examination etc Regulations pads of 1992 Record of thorough examinatiomo 10 lifting plant equipment Form F2530 Miscellaneous References CIBSE Commissioning code Series A Air distrib CIBSE 1971 Chartered Institute of i CIBSE Version 2 0 June 2001 Page 55 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum
8. portion of fl passengers may enter Lay the twistin form a rope Lay Lan di as the dire O tion of the lay of the wires in the strand is the same e lay of the strands in the rope Lay left thevstrands of a rope are spun in a anticlockwise direction Lay ordinary the direction of the lay of the wires in the strand is opposite to the direction of the lay of the strands in the rope Lay right the strands of a rope are spun in a clockwise direction Levelling an operation which improves the accuracy of stopping at a landing and which ensures that the car platform is level with the floor Lift bed passenger lifts for the conveyance of patients being moved on beds or trolleys in hospitals clinics nursing homes etc Lift electric a power lift which uses an electrical drive machine to provide energy for the movement of the car Version 2 0 June 2001 Page 46 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 13 87 13 88 13 89 13 90 13 91 13 92 13 93 13 94 13 95 13 96 13 97 13 98 13 99 13 100 13 101 13 102 SHTM 2024 Pt 4 Lifts Lift fireman s a lift which may or may not be supplied with additional fire resistant protection designated to have controls that enable it to be used under the direct control of the fire fighting services for emergency purposes Lift goods a lift primarily used to transport f
9. 001 Page 32 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum SHTM 2024 Pt 4 Lifts Inspection of safety gear NOTE If the safety gear has been fully tested and certified before handover then a fully loaded speed test is only required after a major overhaul involving a change of rated load or rated speed or the disturbance of the car sling and or safety gear assembly In the absence of a type test certification a fully loaded lift car test should have been demonstrated by the manufacturer at the commissioning stage 10 81 For progressive wedge clamp safety gear the following is recommended position the car so that the safety gear can be examined from the pit b render the car inoperative by operating the emergency pit switch to the off position sh are clear of the c check that in their normal position the saf guides are well lubricated d check the link rods and ensure that all m tl ing e reset safety gear for normal ope 10 82 he safety gear can be examined from the pit erative by operating the emergency pit switch to the Inspect tite safety gear which is on the underside of the car and ensure that theres adequate clearance between the roller and guide d check operating levers and ensure that moving parts are well lubricated NOTE It is recommended that all types of safety gear be inspected ona monthly basis Do
10. 18 13 19 13 20 13 21 13 22 13 23 13 24 13 25 SHTM 2024 Pt 4 Lifts Low voltage LV the existence of a potential difference rms value for a c not exceeding 1000 volts a c or 1500 volts d c between circuit conductors or 600 volts a c or 900 volts d c between circuit conductors and earth Access doors means of access to equipment areas and other spaces pertaining to a lift installation such as machine rooms overhead machine Spaces etc and with access usually restricted to authorised persons Alarm system an emergency system installed on all lifts which comprises a bell a push button installed in the car and an uninterruptible source of power usually a battery Algorithm a set of rules to which a system often a control system must conform Annunciator a signalling device which provides passengers with information regarding lift car position etc by mews of indicator lamps or audible announcements Armature the rotor or moving part of a direci gurr C machine Automatic control a generic term power amplifying negative feedb any error activated ed loop control system Brake an electromechanical is held in compression b isting of a spring assembly which ising of an electromagnet and which act with the brake drum or disc thus event of the car exceeding its rated ntrol system demand to hold the car hve of absorbing the kinetic energy of motion of a unterweight w
11. 7 10 28 10 29 10 30 10 31 10 32 10 33 SHTM 2024 Pt 4 Lifts To operate the lift from the car top control unit the emergency stop button should be placed in the run position Press the down or the up button together with the common button if fitted the lift will move in the respective direction providing that pressure is maintained on the button s Once the appropriate position in the lift well has been reached the emergency stop button should be placed in the off position When the inspection repair has been completed the lift car top should be positioned at a suitable landing entrance so that the lock mechanisms can be reached easily The emergency stop button should be operated to the off position and the landing doors opened NOTE Care should be taken to ensure that the landing door s remains open The test normal switch should then be operategfio t the emergency stop button operated to the rain normal position and VeTtION ara NOTE Leave the car top and ensure t he K nding doors are closed correctly Test operation of the lift to engure aal Service Inspections in the nachine rsom Lifting machine Check level an ition of the oil in gearbox and note the following ath the wormwheel the oil need only cover the worm is above the wormwheel the oil level should be approxim tely 100 mm above the bottom of the wormwheel c if topping up is required only the re
12. SHTM 2024 Pt 4 Lifts 9 Emergency procedures General The emergency procedures for the safe hand winding of electric traction lifts and hand lowering of hydraulic lifts should be displayed prominently in the lift machine room and be contained within the lift service manual several staff members should be trained in emergency hand winding procedures and at least two or more such personnel should be available on the same shift to perform this function if the need should arise Staff should be trained and designated in such an mergency to release trapped passengers competent person lifts or a contractor isolate the incoming electrical supply a b reassure passengers and instruct them to remain still calm and quiet C d first person fit the emergency winding wheel if not integral with the brake and hold the wheel firmly e second person release the brake with the tool provided Do not wedge off f third person posted on landing to ensure passengers do not attempt to get out of the car whilst hand winding is in progress g co ordinate work together brake off when winding Brake on before grip on winding wheel is released relaxed Move the car down up to the nearest landing h make sure the brake is holding firmly on before opening the doors i take winding wheel off shaft if removable type Version 2 0 June 2001 Page 18 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Pro
13. aintained The purpose of thorough examination and testing is to ascertain whether the lift installation may continue to remain safely in service Version 2 0 June 2001 Page 11 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 5 1 5 2 5 3 5 4 9 9 5 6 SHTM 2024 Pt 4 Lifts 5 Electrical and mechanical safety at work Electrical supplies to a lift installation will be only classified as low voltage LV The application of electrical safety is subject to the requirements of the Electricity at Work Regulations 1989 NOTE Refer to SHTM 2020 Mechanical safety procedures are not detailed in any of the above stated documents but recognition of the need for safe working practices is essential Only competent persons lifts should be allowe of any lift equipment or within the lift well work on or in the vicinity When any work is required to be undertaken petent persons in the vicinity of the lift equipment for ex ell or machine room the work must be carried out under t n of a competent person lifts who will be responsible for that the lift equipment is safe Additional safety precautions ken to prevent unsafe lift car movement when working i it on the brake on top of the lift car or on the hydraulic oil me When working on ditan g ensure that the recommendations of PM 26 yy gt ludes the provision of a landing entrance barrier
14. and lubricate to comply with manufacturer s specification Traction 10 37 With the lift car empty and at one limit of travel mark a chalk line across the Suspension ropes and sheaves Move the lift car to the other limit and back again and check the marks If the indication is that no suspension rope has slipped by more than 10 mm the traction may be considered satisfactory 10 38 lf all suspension ropes have slipped by the same amount the rope tension equaliser may be considered effective Version 2 0 June 2001 Page 24 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum SHTM 2024 Pt 4 Lifts NOTE The amount of wear which has taken place on the grooves should be checked Wear of grooves 10 39 Visually check the condition of grooves to ensure that ropes are correctly seated NOTE Normally ropes do not run in the bottom of the grooves This would cause loss of grip traction and slipping ropes would polish the bottom of the grooves Vee sheave 10 40 Examine the vee sheave and shaft for cracks or security of the key age and check on the Fixing bolts 10 41 Make a general check that fixing bol t and properly locked NOTE Particular attention should bjpaiG amp o the bolts holding the winding machine to the bed plate and ve b oh ate to the floor Inspection of controll 10 42 A thorough exami n e arious controller components should be carried ou
15. aulic jack Version 2 0 June 2001 Page 43 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 13 40 13 41 13 42 13 43 13 44 13 45 13 46 13 47 13 48 13 49 13 50 13 51 13 52 13 53 13 54 SHTM 2024 Pt 4 Lifts Device levelling a mechanism which will move a lift car when it is in the levelling zone at a reduced speed towards a landing and stop it there Device signalling an annunciator light indicator bell buzzer etc which provides information to passengers about car direction car position car arrival call acceptance etc Diversity factor a factor which may be applied to reduce the sizing of services for example electric power cables on the basis of a mathematical probability that not all connected equipment will require serving at the same time Door the portions of the car or landing entrance which control the safe access to and from the moving car Drive direct a drive where the driving part is dir driven part either with or without intermediate g tly connected to the e car and the m so that as one set of inds on assembly which closes openings normally it from the car the lift enclosure Error an could resul should be c is not fatal to the operation of a lift system but which egradation malfunction interruption or failure and which ected as soon as possible Failure an event which
16. centrifugal a mechanical device which utilises the effects of centrifugal forces operating on weights rotating in a horizontal or vertical plane to provide a movement which can in turn be used to operate a control device Governor overspeed a governor used to e urrence of a predetermined speed e ave which is semi circular ately equal to the diameter of the Groove U profile a groove cut int in shape and of a radius which is suspension rope r rive sheave which is a modified V he shape of a U Groove undercut a gr groove having the lowe Groove V profil e into a drive sheave in the shape of a V number of cars placed physically together using system and under the control of a supervisory control Guide rail the travel of et of vertical machined surfaces installed in the lift to guide ift car or counterweight Guide shoes devices used to guide the movement of doors cars and counterweights along their associated guide rails Hand winding the action of using a manual lowering device to permit the emergency lowering raising of a lift Harmonic currents alternating currents at multiples of the mains frequency which flow when a non linear load is connected to the supply Hydraulic power unit part of the lift drive system and comprising pump pump motor control valves and fluid storage tank Indicator car position an indicator adjacent to or above a car o
17. ces SHTM 2025 P amp EFEx SHTM 2045 P amp EFEx SHPN 1 Health service building in Scotland HMSO SHPN 2 SHTN 1 Post commissioning documentation for HMSO health buildings in Scotland Ventilation in healthcare premises Acoustics Hospital briefing and operational policy HMSO SHTN 4 General Purposes Estates and Functions EEF Model Safety Permit to Work Systems NHS in Scotland PROCODE Version 1 1 NHS in Scotland Firecode Aa a SHTM 81 Fire precautions in new hospitals SHTM 82 SHTM 83 P amp EFEX P amp EFEX Alarm and detection systems Fire safety in healthcare pre general fire precautions Fire safety in NHS r properties SHTM 84 P amp EFEx SHTM 85 SHTM 86 SHTM 87 P amp EFEX P amp EFEX P amp EFEX SFPN 3 SFPN 4 SFPN 5 SFPN 6 SFPN 7 SFPN 10 son prevention and control in NHS salthcare premises Fire precautions in patient hotels Laboratories on hospital premises UK Health Technical Guidance EH 40 MES MES C42A HSE Occupational Exposure limits Model Engineering Specifications Electric traction lifts Version 2 0 June 2001 P amp EFEXx P amp EFEx P amp EFEX P amp EFEX P amp EFEX P amp EFEXx HSE NHS As Estates required NHS Estates Page 54 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum SHTM 2024 Pt 4 Lifts ID MES C42B Electrical vol 1 Hydraulic lifts NHS Estates MES C42C Service
18. ch persons in a building move around the building in both horizontal and vertical modes Counterweight a component which is employed to ensure traction between the drive sheave and the suspension ropes and which comprises a set of weights to balance the weight of the car and a proportion of the load in the car often taken as 50 of the contract load Counterweight car a counterweight whic on a winding drum installation and which is a weight d in the pit to prevent persons way space Counterweight frame designe overspeed or f d the counterweight in the event of an slackening of the suspension ropes Contract designer a ted speed of the lift that has been specified by the with the manufacturer Control direvtional collective where landing calls are registered on a set of up and down landing call push buttons the landing and car calls being registered in any order but answered strictly in floor sequence in the direction of travel taking account of the direction of travel of the registered landing calls Control group collective a simple form of group control system where two duplex or three triplex cars are interconnected and collectively controlled but providing a means of allocation of the best placed car to each landing call Control non collective the simplest form of control whereby a car will only answer a landing call if it is available Cylinder the outermost lining of a hydr
19. chor point and remainder of cable Version 2 0 June 2001 Page 31 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 10 73 10 74 10 75 10 76 10 77 10 78 10 79 10 80 SHTM 2024 Pt 4 Lifts Landing door locks lt is recommended that the fitting at every landing is tested to ensure that doors are mechanically locked and the following should be carried out NOTE It is recommended that the landing and car door locks are inspected on a monthly basis check security of fixings b check correct operation in relation to door travel in accordance with manufacturer s specifications check contacts and electrical terminations lubricate moving parts and service contacts if necessary e check operation of emergency door release wigere fitted Car door interlock The following checks are recommended check security of fixings or travel in accordance with b check correct operation in relatitg to manufacturer s specificati c check contacts and moving parts and ci ntacts l pri Check rope anchorages on both the lift car and counterweight for movement and alignment Check the condition of the multiplying pulleys and bearings Lubricate if necessary Check the security of the governor rope anchorage and the tensioning of the governor rope and safety line Ensure that all components are clean and free from rust Version 2 0 June 2
20. commended type of oil should be used d gearbox oil should be changed at intervals as recommended by the lift manufacturer Examine the gearbox and oil seals for leaks Tighten glands as necessary and clean up any surplus oil Run the machine repeatedly in both directions observing the operation of the motor and check for a excessive movement in the bearings b excessive backlash in the gears Version 2 0 June 2001 Page 23 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum SHTM 2024 Pt 4 Lifts NOTE These may be indicated by over heating leakage or abnormal bearing noise sou NATIOy 3s c A K gt T S M e 5 TENER Z ee 2 Z PC Z 9 4h S ce ANo rig gt A S A oi O g anv Drive motor 10 34 The following is recommended check motor terminals ensure that the windings are free from dust and foreign matter check and lubricate bearings where necessary a9 5 p ensure that coupling bolts and shaft keys are secure NOTE For detailed guidance on the maintenance of electrical systems refer to SHTM 2007 The manufacturer s literature relatigg to the installed aft inspections or quirements 10 35 10 36 c check brake ear and lubricate all pins as required examine 1 Surface and check for proud rivets specificatipns e at the specified maintenance interval remove the solenoid brake plunger check for wear and clean
21. ct of employment or apprenticeship b provides training under the schemes to which the Health and Safety Training for Employment Regulations 1990 SI 1380 1990 apply Authorising engineer high voltage a chartered electrical engineer with appropriate experience and possessing the necessary degree of independence from local management who is appointed in writing by management to implement as appropriate administer and monitor the safety arrangements for the high voltage electrical supply and distribution systems of that organisation to ensure compliance with the Electricity at Work Regulations 1989 and to assess the suitability and appointment of Version 2 0 June 2001 Page 39 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 12 9 12 10 12 11 SHTM 2024 Pt 4 Lifts candidates in writing to be authorised persons see SHTM 2021 Electrical safety code for high voltage systems Authorising engineer low voltage a chartered engineer or incorporated electrical engineer with appropriate experience and possessing the necessary degree of independence from local management who is appointed in writing by management to advise on and monitor the safety arrangements for the low voltage electrical supply and distribution systems of that organisation to ensure compliance with the Electricity at Work Regulations 1989 and to assess the suitability and appointment of candidates in wr
22. ctrical energy into mechanical energy Noise acoustic noise which is transmitted through air and which may be generated by parts of a lift installation such as the machine car movement Version 2 0 June 2001 Page 47 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 13 103 13 104 13 105 13 106 13 107 13 108 13 109 13 110 13 111 13 112 13 113 13 114 13 115 13 116 SHTM 2024 Pt 4 Lifts ropes and chains in the well and transmitted via parts of the structure to remote parts of a building Operator door a power operated device which opens and closes the car doors Panel vision a small window located in lift doors fitted with safety glass which permits passengers to see when a car has reached a landing Parking action of moving a lift car to a specified floor or leaving it at its current floor whenever the car has no further calls landing or car assigned to it for service Platform car load bearing floor of the car enclosure Push button an insulated button which operates electrical contacts when pushed electrical energy by means of an electr the pump Rope compens counterbalance and down the we pe used to counterbalance or partially of the suspension ropes as the lift car moves up Rope saf O gear attached between the governor rope and the safety Safe edge a mechanically actuated door re ope
23. e that the fi understood drill procedures are known and Avoid we loo with movi or unbuttoned clothing which may become entangled General appiaisal The first duty of a service person on a routine visit is to make a general appraisal of the condition of the lift This involves a making a full ascent and descent to assess the quality of the ride at all points b making a second full journey stopping at every floor to check operation of car and landing doors and or gates and also floor levelling c inthe case of an automatic lift making a call from each floor at intermediate floors the car should be called when it is both above and below the floor in question Check operation of indicator system at each floor During routine visits both the general condition of the installation and the particular condition of units and components should be assessed Version 2 0 June 2001 Page 21 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 10 19 10 20 10 21 10 22 10 23 10 24 10 25 SHTM 2024 Pt 4 Lifts NOTE Assessing possible failures and taking preventative steps may also be carried out at this stage 408 NATIOy s c A at gt T S M e 5 bt 2 z FR Z z PCY Z 9 rh Ms Ss A TES o ANo rig gt O O or anv Repair and or replacement needs may be identified If so they should be reported and the client s instructions obtained be
24. eir use In healthcare premises they fall into one of the following categories a passenger lifts intended to carry standing and wheelchair seated b passengers Typical carrying capacity varies from 600 to 1000 kg bed passenger lifts generally constructed to similar standards as passenger lifts but have a car of larger dimensions This permits the carrying of a passenger patient on a bed orf lley together with the necessary staff and equipment Typical caging gapacity varies from 1600 to 2500 kg goods lifts typically carry up to 5 tonnes to carry passengers should confor governing the use of passenger O s that are also used pects to the regulations ed to carry passengers They ched externally normally by a call ch or access door and are generally service lifts service lifts are n are arranged to be calle d point adjacent to eac used for small load Version 2 0 June 2001 Page 10 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 4 1 4 2 4 3 4 4 4 9 4 6 SHTM 2024 Pt 4 Lifts 4 Testing and inspection criteria Lifts in healthcare premises are subject to a statutory regime of inspection Management should ensure that their operational procedures include the nomination of individuals to keep lifts in the required safe condition and to arrange for the mandatory inspections to be carried out at the prescribed int
25. emises Other functional guidance in terms of standards and codes of practice should also be noted Statutory requirements Safety regulations are as laid down in the a z m Offices Shops and Railway Premises Hoists 1968 Health and Safety at Work etc Act 1974 Electricity at Work Regulations 1989 Fire Precautions Act 1971 as agen of Places of Sport Act 1987 Factories Act 1961 as amende nd Regulations 1990 as amended d Lifts Regulations he Fire Safety and Safety ipment Regulations 1998 nd Management Regulations 1994 Repo Regula as Diseases and Dangerous Occurrences RIDDOR Electromagnetic Compatibility Regulations 1992 as amended Supply of Machinery Safety Regulations 1992 Functional guidance Guidance is as laid down in 0229 5 wp British Standards and Codes of Practice Health and Safety Executive Guidance NHS Model Engineering Specifications Health Building Notes Scottish Hospital Technical Notes Scottish Technical Memoranda NHS in Scotland Firecode NHS Estates Version 2 0 June 2001 Page 6 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 2 4 2 5 2 6 2 2 8 2 9 2 10 SHTM 2024 Pt 4 Lifts g Scottish Hospital Planning Notes h The Technical Standards for compliance with the Building Standard Scotland Regulation 1998 For further detai
26. enance of lifts Management the owner occupier employer general manager chief executive or other person who is accountable for the premises and is responsible for issuing or implementing a general policy statement under the Health and Safety at Work etc HSW Act 1974 Designated person electrical an individual who has overall authority and responsibility for the premises containing the electrical supply and distribution system within the premises and has a uty under the HSW Act 1974 to prepare and issue a general policy stategrienton health and safety at work including the organisation and arran for carrying out that policy This person should not be the authori s been nominated by t to a satisfactory standard eeping and emergency Designated person lifts an indivi management to ensure that lift opera including mandatory examinations procedures Duty holder a person impose a duty in conne tion wits Electricity at Work Regulations 1989 ty Competent per fts son with adequate training both theoretical f experience of the equipment lift installation under examination to eagle a true assessment of its continued safe operation to supported within an appropriate organisation NOTE This efinition of competent person lifts is synonymous with the definition of avythorised person as defined in BS 7255 2001 Employer any person or body who a employs one or more individuals under a contra
27. ere PM7 q otes the maximum intervals between thorough examinations for example five years ten years these are intended as guidance for a lift in average use Some hospital lifts may be subject to such intensive use that they incur the same number of trips in five years that a typical office lift achieves in ten years lt is the responsibility of the management to ensure that the lift is inspected and tested at intervals suitable for the intensity of use Version 2 0 June 2001 Page 13 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 7 1 7 2 7 3 7 4 7 9 SHTM 2024 Pt 4 Lifts 7 Maintenance General It is not sufficient to carry out maintenance only in response to a breakdown To fulfill statutory requirements lifts must be serviced regularly A planned preventative maintenance programme should be put in place to reflect the requirements of the particular site lt is usual for lifts to be maintained by a specialist lift contractor rather than by the hospital estates engineering staff Few hospital sites are large enough to require a dedicated in house lift maintegance staff ire is often more more than one maintenance person will be re inwenance contractor economical to employ the services o Types of maintenance Maintenance contracts ry usage however the twf maint a service contgact thi ally provides for a fixed number of site vis
28. ervals Every power driven lift should be thoroughly examined at least once every six months see paragraph 2 5 Lift examination should be supervised and performed only by an appointed competent person lifts It is therefore of the utmost importance that safety requirements are borne in mind at all times and that only approved and regulated procegures are applied 1989 Compliance is access to circuits in lift cars ised access Similarly lift be kept locked and the code for low voltage systems obtained by ensuring that only authorised p electrical equipment and supplies Electrical should be securely enclosed to prev motor rooms and hydraulic machi procedures of SHTM 2020 Electri strictly applied Healthcare premises ar Safety at Work etc Act 974 T alth and Safety guidance note PM 7 recommends that the i tandards contained in the Factories Act d Railway Premises Hoists and Lifts iad in other work places which includes healthcare F2530 pr these Acts 4 has to be completed for any lift installations to which Insurance coNpanies will only provide cover for lifts if the legal inspection requirements have been met It is customary for their inspectors to carry out the statutory examination of lifts which they insure It should be noted that insurance inspection reports refer to the condition of the lift at the time of inspection Local management is responsible for ensuring that a satisfactory standard is m
29. es closed when the car is away from floor level except while working at a particular entrance Version 2 0 June 2001 Page 20 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 10 10 10 11 10 12 10 13 10 14 10 15 10 16 10 17 10 18 SHTM 2024 Pt 4 Lifts Take full safety precautions while riding the car top and using the car top control unit These precautions must be followed a ensure that there is a firm place on which to stand which is well lit and free from oil and grease b keep a firm hand hold on the crosshead or other parts of the car when it is moving Avoid using moving Suspension ropes as a hand hold as they can be dangerous restrict travel to the down direction whenever possible test the emergency stop switch on the car top control before commencing any work e be aware of all obstructions and moving parts within the lift well that is guide brackets and counterweight f after the car has moved ensure that the emer ency stop button is in the off position See procedure for operation of gar top control unit Do not use naked flame in the lift well Do not leave tools or components ly ndvshe floor as they could create a hazard Take care to avoid leaving patches e or oil throughout the building Observe all rules of safe the client s safety rules U r the building or area and comply with Ensur
30. fore the work is started Such work may not be urgent for example where the strands of a suspension rope are noticeably worn replacement within a given period of time may be recommended Use of car top control unit This unit is incorporated for the use and safety of qualified service engineers whilst inspecting repairing the lift installation The unit normally incorporates the following functions light fitting standard 3 pin plug fused at 5 amp test normal switch up button down button NN common button g door open close switg h ch red ar Oo 209 5 emergency stop s ntrol unit it is necessary to open a landing 99 lift car so that the car top can be reached in a safe man n be opened by using the specified emergency lock ich is normally kept within the machine room The emergency uld be switched to the off position as soon as access is gained to the lift car top NOTE Care should be taken that the landing door s remain open until the emergency button is in the off position The test normal switch should then be operated to the test position The landing doors can now be closed To check the correct operation of the emergency stop button press the down button together with the common button if fitted The lift should not move Version 2 0 June 2001 Page 22 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 10 26 10 2
31. ges Act Health and Safety at Work Registered Establis The Water S SI 2179 amp 187 SI 1460 Fag for Supply Regulations JAIP2 SI 3140 onstruction Design and Management Regulations SI 437 Control of Substances Hazardous to Health Regulations COSHH SI 635 Electricity at Work Regulations SI 1057 Electricity Supply Regulations as amended SI 2372 Electromagnetic Compatibility Regulations as amended SI 2451 Gas Safety Installation and Use Regulations Version 2 0 June 2001 Page 50 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum SHTM 2024 Pt 4 Lifts SI 917 Health amp Safety First Aid Regulations SI 682 Health amp Safety Information for Employees Regulations SI 2792 Health and Safety Display Screen Equipment Regulations SI 341 Health and Safety Safety Signs and Signals Regulations SI 1380 Health and Safety Training for Employment Regulations SI 2307 Lifting Operations and Lifting Equipment Regulations LOLER SI 3242 Management of Health and Safety at Work Regulations SI 2793 Manual Handling Operations Regulatig SI 1790 Noise at Work Regulations SI 849 Office Shops and Railway Pre Hoists and Lifts Regulation SI 3139 Personal Protective Equip Directive ime as SI 2966 SI 2306 SI 3163 SI 3073 SI 2063 he Supply of Machinery Safety endment Regulations The Technica
32. hen they have passed a normal limit of iding a resilient stop and comprising a means of braking using fluids or springs or similar means Buffer car a final emergency device to bring a lift car to rest by absorbing the energy of motion should the car pass the normal downward limit of travel Buffer counterweight a final emergency device to bring a counterweight to rest by absorbing the energy of motion should the counterweight pass the normal downward limit of travel Buffer stroke the distance that a buffer can be compressed Call a demand for service by a passenger which is entered into a lift supervisory control system by the passenger pressing either a landing or car call push button Version 2 0 June 2001 Page 42 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 13 26 13 27 13 28 13 29 13 30 13 31 13 32 13 33 13 34 13 35 13 36 13 37 13 38 13 39 SHTM 2024 Pt 4 Lifts Call back a service visit at the request of a lift operator made by a lift maintenance technician which is not scheduled and which arises because the lift has gone out of service owing to a fault condition Call push button a push button situated either in a car or on a landing by which passengers may indicate their travelling intention Car the load carrying unit comprising enclosure car frame platform and door s Circulation the process by whi
33. ifts Specification for the testing and examination of lifts and service lifts Electric lifts Commissioning tests for new lifts Part 10 2 1 Lifts and service lifts Specification for the testing and examination of lifts and service lifts Hydraulic lifts Commissioning tests for new lifts Part 11 Recommendation for the installation of new and the lt modernisation of electric lifts in existing buildings Part 12 Recommendation te installation of new and modernisation of h existing buildings BS 5810 BSI ildi Standards BS 7255 i BSI i Standards BS EN 81 1 i BSI Standards BS EN 81 2 Sa es for the construction and BSI stallation of lifts Hydraulic lifts Standards BS EN ISO ality management and quality BSI 9000 assurance standards Standards SHTM 2005 Building management systems P amp EFEx SHTM 2007 Electrical services supply and distribution P amp EFEx SHTM 2011 Emergency electrical services P amp EFEx SHTM 2014 Abatement of electrical interference P amp EFEx SHTM 2020 Electrical safety code for low voltage P amp EFEx systems Escode LV SHTM 2021 Electrical safety code for high voltage P amp EFEx systems Escode HV Version 2 0 June 2001 Page 53 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum SHTM 2024 Pt 4 Lifts ID SHTM 2023 Access and accommodation for P amp EFEx engineering servi
34. is free to operate before the jaws grip the governor rope e clean and lubricate moving parts as necessary check the switch and service the contacts if required g reset electrical and mechanical trios ready for normal operation h ensure that the safety cover is replaced Diverting pulleys NOTE These pulleys are used to divert ropes for example from sheave over diverting pulley to counterweight they are simple idlers Version 2 0 June 2001 Page 27 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 10 55 10 56 10 57 10 58 SHTM 2024 Pt 4 Lifts A guidance procedure to test the operation of these pulleys is as follows check pulley is secure on shaft examine pulley for cracks and damage check fixing bolts tighten if necessary a9 5 lubricate bearings if necessary Lift well equipment Terminal switches NOTE These switches stop the lift car at the top and bottom positions of its travel Guidance to service these switches is as follow isolate electrical supply check security of the switch box m pinting remove the cover inspect the switch for i mechanical wear ii Condition of consacts an minations oe n opoo e inspect the roller f lubricate th d arm pivot g clean and avius cormeaetts as necessary h clean ne box i replace cover Limit switch NOTE The limit switches are two final switche
35. iting to be authorised persons see SHTM 2020 Electrical safety code for low voltage systems Authorised person electrical an individual possessing adequate technical knowledge and having received appropriate training appointed in writing by the authorising engineer to be responsibie for the practical implementation and operation of management fety policy and procedures on defined electrical systems see H Lr 2021 and SHTM 2020 al Vaho in the opinion of an ical k dge and experience to efined electrical systems see Competent person electrical an authorised person has sufficient tec prevent danger while carrying out SHTM 2021 and SHTM 2020 k Version 2 0 June 2001 Page 40 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 13 1 13 2 13 3 13 4 13 5 13 6 13 7 13 8 13 9 13 10 13 11 13 12 SHTM 2024 Pt 4 Lifts 13 Definitions Department an abbreviation of the generic term UK Health Departments Scottish Executive Health Department Lift an appliance for transporting persons or goods between two or more levels by means of a guided car moving in a substantially vertical direction and travelling in the same path in both upward and downward directions BS Traction lift a lift whose lifting ropes are driven by friction in the grooves of the driving sheave of the machine BS Hydraulic lif
36. its to carry o song inspection lubrication and minor adjustments only Swindertaken at an agreed rate for materials and labour organisations may prefer this type of contract it is a cheaper option than a fully comprehensive ere can be disadvantages in the long term for example rding to the type of building and lift es of contract are as follows i there WS often no budget provision for non essential repairs However as the lift equipment ages unattended non essential repairs soon become essential This inevitably leads to poor performance accelerated deterioration of the equipment an increased number of failures and ultimately increased costs ii service contracts on old lifts should be managed carefully to ensure that any repair work recommended by contractors is properly investigated so that only genuine repairs are undertaken Potential failures should be assessed and budgeted for NOTE This type of contract is sometimes commonly referred to as an oil and grease maintenance Version 2 0 June 2001 Page 14 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum SHTM 2024 Pt 4 Lifts b fully comprehensive maintenance contract this type of contract guarantees regular maintenance of the lift installation It usually includes all costs associated with replacement parts labour attending to call outs and the required statutory tests etc Advantages include
37. l Standards for Compliance with the Building Standards Scotland Regulations SI 3004 Workplace Health Safety and Welfare Regulations Version 2 0 June 2001 Page 51 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum SHTM 2024 Pt 4 Lifts ID British Standards BS 4737 Intruder alarm systems BSI Part 1 Specification for installed Standards systems with local audible and or remote signalling BS 5588 Fire precautions in the design BSI construction and use of buildings Standards Part 5 Code of practice for fire fighting stairs and lifts Part 8 Code of practice for means of escape for disabled people Part 11 Fire Precautions in design construction and use of buildings BS 5655 Lifts and service lifts Part 1 Safety rules for the construction and installation of electric lifts Part 2 Safety rules for construction and in hydraulic lifts t 7 Specification for manual X ol devices indicators and D additonal fittings implementing ISO 4790 5 Part 8 Specification for eyebolts for lift Suspension Part 9 Specification for guide rails Version 2 0 June 2001 Page 52 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum SHTM 2024 Pt 4 Lifts ID Part 10 Specification for testing and inspection of electric and hydraulic lifts Part 10 1 1 Lifts and service l
38. ls please refer to the references section The Offices Shops and Railway Premises Hoists and Lifts Regulations 1968 require that a lift will function without injury or danger to the general public and passengers Safety applications The Factories Act 1961 and the Offices Shops and Railway Premises Hoists and Lifts Regulations 1968 require that every power driven lift should be of good mechanical construction soundgmaterial adequate strength properly maintained and thoroughly e by a competent person lifts at least once in a period of six nd that a report of the result of every such examination should be e prescribed form F2530 previously F54 see paragraph 4 4 d dated by the person carrying out the examination NOTE Competent person lifts r er to napter 12 Designated staff functions The report should be r least two years after th ined ate of Rept readily available for inspection for at e lift examination The legal respo with the manag installed 7 for ensuring that lifts are properly maintained rests we healthcare premises in which the lifts are At present e there is no legal requirement for new lifts to be tested before being Vaken into service it is strongly recommended that all lifts should be examined and tested in accordance with BS 5655 Part 1 1986 by a competent person lifts Reference should also be made to BS EN 81 1 1998 Fire regulations require tha
39. maintenance proposals which will all invariably contain subtle differences and qualifications Whatever type of contract is employed the management should consider the standard of maintenance undertaken to verify compliance with contract requirements NOTE Reference should be made to the guidance contained in PROCODE Version 2 0 June 2001 Page 15 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 8 1 8 2 8 3 8 4 8 5 8 6 SHTM 2024 Pt 4 Lifts 8 Routine maintenance Routine maintenance can be divided into three main categories a systematic examination adjustment and small component replacement b periodic lubrication c reporting unsafe conditions and major repair requirements In practice this means that whilst the person responsible for maintenance should visit the unit at least once a month a thorough inspection of the whole installation will not necessarily be carried out every time A systematic approach is more practical with the number and frequency of maintenance checks to be adjusted to suit the use and conditii of the lift system Maintenance is not just a function of the ap contractor but should also be undertaken to ee by appointed hospital estate maintenance staff A member of the hospital maintenace Waff should carry out regular checks in between the visits of the lift mainte yan ontractor Typical examples of these check
40. ning device mounted on the leading edge of a car door which on colliding with a passenger or other object causes the car and landing doors to re open Safety car mechanical device attached to the car frame to stop and hold the car should any of three conditions occur free fall predetermined overspeed or rope slackening Safety gear a mechanical device for stopping and maintaining stationary on the guides the lift car or counterweight in case of overspeeding in the downwards direction or breaking of the suspension Safety gear instantaneous a form of safety gear which applies a rapidly increasing pressure on the guide rails during the stopping period Version 2 0 June 2001 Page 48 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 13 117 13 118 13 119 13 120 13 121 13 122 13 123 13 124 13 125 13 126 13 127 13 128 13 129 13 130 13 131 13 132 SHTM 2024 Pt 4 Lifts Safety gear progressive a form of safety gear which applies a limited pressure on the guide rails during the stopping period Sheave a wheel having a groove or grooves in its circumference in order to receive a rope or ropes a pulley Sheave guard a protective guard around a rope carrying sheave Sheave drive a wheel the rim of which is grooved to receive the suspension ropes and which allows the motion of the driving machine to be transmitted to the rope
41. or operators 10 83 The following checks are recommended a take the car to each floor and check the full door operation b check that the landing doors will cease closing when obstructed c check the security of all door operator components and the alignment of the door coupler or skate Version 2 0 June 2001 Page 33 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 10 84 10 85 10 86 10 87 10 88 10 89 10 90 SHTM 2024 Pt 4 Lifts NOTE Where photo electric or other passenger proximity protection is fitted check that the car doors open when the light beam Is interrupted or when the entrance is obstructed d lubricate all moving parts as required by the manufacturer s specifications and service electrical contacts if necessary e check condition of door gear motor and drive Mechanical door protection device safety edge The following checks are recommended all cables and pivots are free b when the safety edge is operated the door reopens c after operation and removal of obstruction t the door closes normally Safety edge re sets and Lift car operating panel The following checks are recommen or a check that all position indicator rrectly b where a communication d check that it functions correctly ace any faulty lamps ensuring that the z correct voltage and watt rating doors open when the door open button i
42. osters Paternosters are Ithcar environment manual lifts hoists escalator considered too hazardou User consider f lift design in terms of being user friendly need llay anxieties and fears of users The psycholog be perceived as dangerous by persons of a nervous disposition M several different ways but mainly from the notion of being isolated in a Sealed box inside a vertical well which extends from the lowest ground floor level to the top floor of the building A common claustrophobic fear is that of being trapped between floors without the means to communicate with persons outside to give warning of the predicament or to receive reassurance that assistance is at hand Physiological constraints affect the rates of acceleration and deceleration which the human body can comfortably withstand and in healthcare premises the selection of operational lift soeed is important to minimise any adverse effects on patients Psychological appreciations are more subtle and can be influenced by the lift finishes decor apparent reliability frequency and transit time of the service Version 2 0 June 2001 Page 5 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 2 1 2 2 2 3 2 SHTM 2024 Pt 4 Lifts Management responsibilities It is incumbent on management to ensure that their lift installations comply with all the statutory regulations applicable to lifts on their pr
43. perty and Environment Forum 9 6 9 7 9 8 9 9 9 10 9 11 9 12 9 13 9 14 9 15 9 17 9 18 9 19 9 20 9 21 9 22 9 23 SHTM 2024 Pt 4 Lifts j lift to remain out of service until fault has been corrected Release of instantaneous safety gear Passengers should be reassured that the breakdown is being attended to Allow passengers to leave if the car has reasonable access to a landing Establish the reason for operation of the safety gear Take the necessary action to correct the fault Reset the safety gear by hand winding the lift up Allow the passengers to leave if still on board Examine the guides and maintain if necessary Test the lift prior to putting it back into service Release of progressive safety gear Passengers should be reassured thatge b wn is being attended to Allow passengers to leave if the caQdas easonable access to a landing Establish the reason for the o e safety gear Take the necessary conective act Release the safe thus releasing g back the operating rope onto the drum he next convenient floor to release passengers if still on board Test the lift or to putting it back into service Safety precautions Care should be taken to avoid trapping hands when closing or opening a hand operated gate The safety edge of a power operated door should not be pushed in an effort to re open it when it is closing No attempt should be made
44. procedures 10 1 Precautions procedures to be taken by contract maintenance staff 10 17 General appraisal 10 20 Use of car top control unit 10 31 Inspections in the machine room 10 31 Lifting machine 10 34 Drive motor Version 2 0 June 2001 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum SHTM 2024 Pt 4 Lifts page 5 page 6 page 9 page 11 page 12 page 13 page 14 page 16 page 18 page 20 Page 2 of 55 10 56 10 75 10 91 Version 2 0 June 2001 10 35 10 37 10 39 10 40 10 41 10 42 10 43 10 44 10 47 10 48 10 49 10 50 10 52 10 54 10 59 Lift well equipment 10 56 10 57 10 58 10 59 10 60 10 61 10 62 10 63 10 67 10 88 SHTM 2024 Pt 4 Lifts Brakes Traction Wear of grooves Vee sheave Fixing bolts Inspection of controller Switches Overheating and deterioration of terminations and insulation Fuses Thermal overloads Resistors and capacitors Transformers Rectifiers Overspeed governor and switch Diverting pulleys Terminal switches Limit switches Proximity switches Tape heads Rope chains and t Compensating C s of Mains rope tions and tensioning Inspection of safety gear Door operators Mechanical door protection device safety edge Lift car operating panel Emergency arrangements Light fittings Landing entrances 10 91 10 98 General Push buttons
45. r landing entrance which is illuminated to indicate the position of the lift car in the well Version 2 0 June 2001 Page 45 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 13 71 13 72 13 73 13 74 13 75 13 76 13 77 13 78 13 79 13 80 13 81 13 82 13 83 13 84 13 85 13 86 SHTM 2024 Pt 4 Lifts Indicator landing direction an indicator adjacent to or above a car entrance which is illuminated whenever that car is to stop at that landing and which indicates the intended direction of travel for the car Indicator lift in use an indicator adjacent to or contained within a landing call push button which is illuminated whenever the lift is busy serving a demand usually fitted on installations controlled by a very simple supervisory control system Interference electrical unwanted signals transmitted via the electrical supplies or as electromagnetic radiation which can interact with properly generated signal sequences to produce incorrect or hazardous operation of equipment Interval the average time between successive car arrivals at the main terminal or other defined floor with no specified level of car loading or traffic condition Jack the piston plunger and cylinder of a Jaws parts of overspeed safety gear case of an overspeed governor and the governor rope in the hined surfaces of the guide Landing a
46. r movements between landing levels in the event of a he bottom of the lift well is cushioned by a buffer recoil mech top is protected for the safety of maintenance pers nd second overtravel limit switches to give uired in high rise buildings Passenger lifts can 1 passengers 1 6 tonnes at speeds of 0 5 to 3 5 metres per ond 100 to 700 ft min depending on travel and duty Hydraulic lifts Hydraulic lifts are suitable for applications in low rise buildings usually up to a maximum of four floors They utilise less plantroom space and in general the overall capital cost is lower than the traction lift The hydraulic lift is powered by oil operated ram s For the direct acting type the rams are located below or to the side of the lift car and for the indirect action type it is usual to have a driving mechanism with a side jack arrangement The extended vertical length of the ram is physically limited and this in turn limits its suitability for low rise buildings Version 2 0 June 2001 Page 9 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 3 3 8 SHTM 2024 Pt 4 Lifts Hydraulic lifts generally operate at a slower speed in the raise direction than for lowering Lowering is by gravity and is speed controlled by restrictors in the hydraulic oil return path from the ram s to the hydraulic pump reservoir tank Categories of lift Lifts are categorised according to th
47. re even sheen obtained if the complete stainless area is wiped over with a soft cloth moistened with a few drops of an approved polishing oil Allow to dry and buff with a clean cloth to the point that only a bright wax like coating remains Heavier grime and grease lf normal cleaning fails to remove some deposits then it may be necessary to apply a stronger cleaning powder on a damp cloth to remove them by gently rubbing in the direction of the original polish lines Heavy deposits of oil or grease can be removed with a soft cloth dampened with white spirit Wash down afterwards as for normal cleaning and oil if necessary Version 2 0 June 2001 Page 36 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 11 10 11 11 11 12 SHTM 2024 Pt 4 Lifts To summarise It is recommended to wash regularly remove grime and grease always clean in direction of polishing lines a2 9 5 p rinse after cleaning and wipe dry and not to e use steel wool or metal scrapers f allow dirt to accumulate g use harsh untested cleaners NOTE Damaged stainless steel can often be restored by expert metal finishers their advice should be sought if necessa Cellulose and laminate finishes These finishes are used for various ims r To assist in maintaining their appearances they should be regularly with warm water and roughly and dried off Wipe over with a soft clo
48. reight and goods where only the operator and persons necessary to load and unload the freight are permitted to travel Lift hydraulic a power lift which uses a liquid under pressure to provide the energy for the movement of the car Lift passenger a lift primarily used to carry passengers Lift Service a lift that is not designed to carry passengers and is generally used for small loads It is called and despatched externally normally by a call point adjacent to each level hatch or access door ere the motor Is ave drum or shaft with or Machine direct drive an electric drivi directly connected mechanically to t Machine electric drive a an electric motor Machine geared tract 9n driv for energy transmi a traction drive machine utilising a gear Machine gea intermediate gea drive a traction drive machine with no Machine by hydraulic drive a driving machine where the energy is supplied id applied by means of a moving ram in a cylinder Machine indirect drive an electric driving machine where the motor is connected indirectly by means of belts chains etc to the sheave shaft or gearing Machine room a room or space in which the machine s and associated equipment are located Machine traction a direct drive machine where the motion of the car is obtained through friction between the suspension ropes and the driving sheave Motor a device which can convert ele
49. results in a lift system becoming unserviceable Floor car the under surface of the interior of a lift car on which passengers stand Floor main the main or principal floor of a building Floor parking a floor at which a lift car is parked when it has completed serving its car calls and the supervisory control system does not reallocate it to serve further landing calls Front the front of a lift car is the side in which the entrance is situated or in the case of multiple entrances the side containing the entrance nearest to the car operating panel Version 2 0 June 2001 Page 44 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 13 55 13 56 13 57 13 58 13 59 13 60 13 61 13 62 13 63 13 64 13 65 13 66 13 67 13 68 13 69 13 70 SHTM 2024 Pt 4 Lifts Gear wheels working one upon another by means of teeth or otherwise for transmitting or changing motion and power Gear helical gear wheels twisted obliquely to the gear wheel running on parallel axes with the teeth axles Gear worm a gear used to connect non parallel non intersecting shafts with the teeth of the intersecting wheels cut on an angle Governor strictly a mechanical device which is a closed loop error activated means of automatically controlling the speed of a machine but in the lift context it is used to detect an overspeed situation Governor
50. rminations b check for Wear deformation and corrosion NOTE Rope terminations or anchorages should be fitted in accordance with each manufacturer s instructions At every thorough inspection they should be closely examined for signs of deterioration and or wear The fitment of detachable terminations such as wedge sockets and grips should be checked for security and it should be noted that broken wires can develop at these terminations or anchorages c if tension equalisers are not fitted suspension ropes should be checked to ensure that the load is being properly distributed NOTE A method of checking rope tension is to pull horizontally on each rope for a fixed distance with a spring balance If tensions are equal similar spring balance readings will be obtained for each rope deflection Version 2 0 June 2001 Page 29 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum SHTM 2024 Pt 4 Lifts d adjust at screwed anchorage as necessary e where tension equalisers are fitted they should be inspected and the pivots lubricated f ensure that the equalising mechanisms is not at the limit of the movement NOTE Ropes are lubricated internally during manufacture and this is usually sufficient to prevent corrosion The presence of the correct degree of lubrication can best be judged by a slightly oily deposit on the traction sheave grooves If the machine is opera
51. s at the top and bottom to control lift over travel conditions Guidance for inspection and service is similar to that for terminal switches Proximity switches inductor type This type of switch is used to initiate various functions such as slowing down levelling or stopping the lift car They can also operate door zone and opening gear Check alignment and security of vanes NOTE The inductor switches are normally fitted on top of the lift car and are operated by steel vanes within the lift shaft Version 2 0 June 2001 Page 28 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 10 59 10 60 10 61 SHTM 2024 Pt 4 Lifts Tape heads The tape head is normally fitted to the top of the lift car and is operated by magnets attached to a steel tape running the full height of the lift shaft The following are recommended a check security of tape head and carry out a visual inspection b check tape head guides for wear Rope chains and tapes A visual examination for rope wear is recommended for all Suspension ropes along the full length which passes over the sheave in a complete journey of the car Check for broken strands deformation of rope oT fp corrosion security of anchorage mber of pulley bends made by ing It will be appreciated that no life of a suspension rope but particular Compensatin terminations a check af lt horages te
52. s by friction Sling a device for lifting bulky or heavy articles Solid state electronic circuits making use of semiconductors Stroke oil buffer the distance the buffer pisto plunger moves Switch car a switch mounted starting and stopping of the car Switch final limit an e the event that the car tr landing used to stop a lift automatically in termined distance past the terminal ich when operated brings the designated fire fighting service Travel the v xtical distance a lift can move measured between the bottom terminal floor and the top terminal floor of a building zone Ventilation car means of removal of heat generated inside the car by natural or mechanical means via suitable vents placed in the car enclosure Viscosity the specific resistance of a fluid to flow Well the space bounded by the bottom of the pit the walls and the roof in which the car and counterweight travel Version 2 0 June 2001 Page 49 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum SHTM 2024 Pt 4 Lifts References NOTE Where there is a requirement to address a listed reference care should be taken to ensure that all amendments following the date of issue are included Acts and Regulations The Building Scotland Act Clean Air Act Disabled Persons Act Electricity Act Factories Act Fire Precautions Act Fire Safety and Safety of Pla
53. s depressed Check that the car emergency flaps or access panels can be opened or removed Ensure that associated electrical interlocks prevent the car from being moved lf emergency lighting is fitted check that it operates when the normal supply is switched off Light fittings Check that all lamps are in working order Clean the diffuser with a clean damp cloth Check the security of the diffuser frame Version 2 0 June 2001 Page 34 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 10 91 10 92 10 93 10 94 10 95 10 96 10 97 10 98 10 99 10 100 10 101 10 102 10 103 SHTM 2024 Pt 4 Lifts Landing entrances General Check that the floor in the immediate vicinity of the landing door is in a clean and safe condition Check doors gates and architraves for mechanical damage Ensure that there is nothing which can catch a passenger s clothing and that the clearance between the doors or gates and the architraves is to manufacturer s specification Clean the top and bottom tracks Lubricate as necessary Check the setting of the eccentric retaining rollers where fitted on the top of door hangers Check the adjustment of the linkage betwee o ated door panels Check the security of the door bottom shoe fi is Check that the apron attached to car condition and firmly fixed Push buttons Check the correct opera on of allSaish buttons
54. s include testing alarm bells checking intercams r teleph Dnes inated aoao w D gt 7 gt testin n of car door safety devices Further dyna nic checks are recommended such as checking smoothness of starting and stopping of the lift car listening for any squeaks or scraping sounds checking for any judder as doors operate ensuring that the lift levels are within the normal tolerances 029 5 p checking that indicators are showing the correct displays If any faulty item is identified which may affect safety the staff member should take all necessary precautions and remove the lift from service Version 2 0 June 2001 Page 16 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 8 SHTM 2024 Pt 4 Lifts NOTE Staff members should not attempt to make any repairs to a lift which is maintained under a fully comprehensive contract as this may invalidate any warranties that the contract offers The lift maintenance contractor should be called out Staff members should also be trained in methods of emergency hand winding of traction lifts and emergency hand lowering of hydraulic lifts They should also be trained in the release of trapped passengers Version 2 0 June 2001 Page 17 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 9 1 9 2 9 3 9 4 9 5
55. t Switches 10 43 The follow recummended check cofmacts for signs of wear and pitting b check mechanical action and ensure that faces make maximum contact c clean adjust or replace in accordance with manufacturer s specifications d check security of electrical terminations Overheating and deterioration of terminations and insulation 10 44 The wiring and components should be checked for signs of overheating such as a deformation of components b discoloration c charring of cables Version 2 0 June 2001 Page 25 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 10 45 10 46 10 47 10 48 10 49 SHTM 2024 Pt 4 Lifts d flaking or blistered paint e acrid smell All terminations should be checked for deterioration due to loose nuts or screws which can cause local hotspots and oxidisation The wiring insulation resistance should be checked and results tabulated for reference purposes NOTE For details of measuring insulation resistance of wiring circuits refer to SHTM 2007 Fuses Fuses should be maintained as follows a switch off and isolate electrical supply b remove fuse carrier c check rating A guidance ocedure to test the operation of these devices is as follows NOTE These devices are used to protect certain ancillary motors for example door operators set thermal overload at minimum curren
56. t b stall the motor and check that the overload trips within specified time c check that tripping does not occur when the lift is moved between two floors all the way at low speed Resistors and capacitors These components should be checked visually for physical damage and any signs of overheating Version 2 0 June 2001 Page 26 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 10 50 10 51 10 52 10 53 10 54 SHTM 2024 Pt 4 Lifts Transformers Transformers should be checked for physical damage and signs of overheating Any ducts passing vertically through the windings and any spaces between the windings and the core should be checked for clogging NOTE As and when necessary a power blower can be used to clear the ducts and spaces Rectifiers Rectifiers should be checked for physical damage and signs of overheating The voltage should be checked for compliance wit manufacturer s specifications NOTE As and when necessary a power blo ker TT sed to clear spaces between cooling fins nA Overspeed governor and switc NOTE It is recommended tha he overspeed governor and switch are inspected on a monthly k A guidance proce t itest the operation of this device is as follows a switch off e electrical supply b check goeratiNamechanism for free movement c check the safety rope and lubricate sheave bearings d check tht the switch
57. t a lift in which the lifting power is grived from an electrically driven pump transmitting hydraulic fluid to a aging directly or indirectly on the car BS System a system in which all the ele eqtipment is or may be electrically connected to a common stQmrce trical energy including such source and such equipment Injury death or personal inju ele trical or mechanical failures C part of the essential services electrical it they can be supplied separately from the remainder Danger a risk of injury Essential circuits Supply so arra a Essential service electrical supply the supply from an engine driven a c emergency generator which is arranged to come into operation in the event of a failure of the normal supply and provide sufficient electrical energy to ensure that all basic functions of the healthcare premises are maintained in service Electrical equipment includes anything used intended to be used or installed for use to generate provide transmit transform conduct distribute control measure or use electrical energy High voltage HV the existence of a potential difference rms value for a c normally exceeding 1000 volts a c between circuit conductors or 600 volts between circuit conductors and earth Version 2 0 June 2001 Page 41 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 13 13 13 14 13 15 13 16 13 17 13
58. t certain lift controls can be operated by the fire brigade so that firemen can take immediate control of the lift for safety and fire fighting purposes At least one bed lift in an acute hospital should be connected to the emergency electrical supply system in line with the guidance contained in SHTM 2011 Emergency electrical services Version 2 0 June 2001 Page 7 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum SHTM 2024 Pt 4 Lifts 2 11 All passenger and bed passenger lifts should be fitted with an emergency intercommunication point Version 2 0 June 2001 Page 8 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 3 1 3 2 3 3 3 4 3 9 3 6 SHTM 2024 Pt 4 Lifts 3 Functional overview Types of lift There are two main types of lift installed in healthcare premises these are a traction lifts b hydraulic lifts Consideration should be given to the running maintenance costs incurred over the life span of the lift installation when comparisons are made between traction and hydraulic lifts Traction lifts ilevvigs They are rope motor through a tically up and down a lift floor The lift car s weight is the lift well driven where the drive is by an electric gearbox This type has a lift car whi well between the lowest ground fl ve Magnetic brake systems e lift ca
59. th and polish wi ed polish White spirit may be used to remove grime e Aluminium fi rm water and mild soap or liquid detergent rinse f Wipe over with a soft cloth moistened with a few drops of an a 9proved polishing oil Allow to dry and buff with a clean cloth until only a bright thin wax like coating remains Plain aluminium satin finish As this finish is already treated with a permanent protective transparent lacquer a regular wipe with a damp soft cloth and a final light rub over with a dry soft cloth is all that should be necessary Version 2 0 June 2001 Page 37 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum SHTM 2024 Pt 4 Lifts Real bronze finishes 11 13 Real bronze is used for various constructional and decorative trims and carries a natural satin or toned satin finish As the surface of bronze work is protected by a permanent protective transparent lacquer a regular wipe with a damp soft cloth followed by a final light rub with a dry soft cloth is all that should be necessary Version 2 0 June 2001 Page 38 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 12 1 12 2 12 3 12 4 12 5 12 6 12 7 12 8 SHTM 2024 Pt 4 Lifts 12 Designated staff functions Only trained authorised and competent persons lifts should be appointed by management to control the operation and maint
60. ting in a contaminated or hot environment the original lubrication may prove inadequate and it may be necessary to very lightly dress the rope with a non acid lubricant to inhibit corrosion or to offset drainage Excessive lubrication should be avoided as this may encourage slip between the ropes and the traction sheave Guides and guide shoes NOTE This is best done from the top of the EQ JF 10 62 The following checks are recommen gd check the condition of the car aS covterweight guides b check the security of the d clips at all joints c inspect upper guidegnoes fr from the lift pit an check the top of car and lower guide shoes i security iii agi ii amou ings where fitted iv con inings where fitted NOTE Most Guide shoes have a renewable liner gib To renew a liner the guide shoe should be removed from the lift car or counterweight When refitting the shoe care should be taken to restore the original alignment of the lift car or the counterweight to guides d if lubricators are fitted on top of the car the reservoir should be topped up with the correct grade of lubricant NOTE On certain installations a dry guide is fitted In such circumstances a PTFE compound is brushed on at suitable long intervals Car counterweight buffers 10 63 Check that all fixings are square and secure Version 2 0 June 2001 Page 30 of 55 Borders General Hospital
61. to enter a lift whilst the doors are closing lt is essential that warning notices and guards are not ignored or removed when a lift is taken out of service Version 2 0 June 2001 Page 19 of 55 Borders General Hospital NHS Trust on behalf of NHSScotland Property and Environment Forum 10 1 10 2 10 3 10 4 10 5 10 6 10 7 10 8 10 9 SHTM 2024 Pt 4 Lifts 10 Maintenance information The following is a guide to the type of maintenance work that is required to be undertaken as part of any maintenance contract However it should not be regarded as comprehensive data on which to draft a maintenance contract Inspection and servicing procedures Precautions procedures to be taken by contract maintenance staff Report arrival to the responsible person as designated by the hospital management NOTE The term service person denotes a jont ict mffintenance Staff member a S Before putting a lift out of service ar notic s should be placed at each landing entrance Beware of i9 points such as those between ropes and sheaves when inspecting rotating equipment Ensure that guards are correctly replaced on completion of work Exercise great care when working on or near live electrical equipment Ensure that the machine room doors are closed and locked when the room is not occupied Keep the machine room and pit clear of rags waste or discarded materials Keep the landing doors or gat

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