1.

0 Introduction
Passenger and Goods Lifts are defined as lifting machines or appliances, which have a travelling
platform or car. The directional movement of which is restricted by guides, which are used for
transporting people or materials from one level to another. Refer to Figure 1

Figure 1 Elevator System Parts

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 Figure 2 Elevator Car Parts

2.0 Terms

Apron
smooth vertical part extending downwards from the sill of the landing or car entrance

Authorized Person
person with the permission of the natural or legal person who has the responsibility for the operation
and use
of the lift, to access restricted areas (machinery spaces, pulley rooms and lift well) for maintenance,
inspection
or rescue operations

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 Buffer
resilient stop at the end of travel, and comprising a means of braking using fluids or springs (or other
similar
means)

Car
part of the lift which carries the passengers and/or other loads

Counterweight
mass which ensures traction

Hydraulic Lift
lift in which the lifting power is derived from an electrically driven pump transmitting hydraulic fluid to a
jack, acting directly or indirectly on the car (multiple motors, pumps and/or jacks may be used)

Jack
combination of a cylinder and a ram forming a hydraulic actuating unit

Machine Room
fully enclosed machinery space with ceiling, walls, floor and access door(s) in which machinery as a
whole or
in parts is placed

Overspeed Governor
device which, when the lift attains a predetermined speed, causes the lift to stop, and if necessary
causes the safety gear to be applied

Pit
the part of the well situated below the lowest landing served by the car

Rated Load
load which is intended to be carried in normal operation, which may include handling devices

Safety Gear
mechanical device for stopping in the down direction, and maintaining stationary on the guide rails, the
lift car, counterweight or balancing weight in case of over speeding or breaking of the suspension

Traction Lift
lift whose lifting ropes are driven by friction in the grooves of the driving sheave of the machine

Well
space in which the car, the counterweight or the balancing weight travels. This space is usually
bounded by the bottom of the pit, the walls and the ceiling of the well

3.0 Scope of Work

A thorough examination of equipment shall be carried out as per BS EN 81-20:2014

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 4.0 Pre-Examination

Copies of the following shall be provided prior to inspection:

4.1 Previous test certificate;
4.2 Operation and technical manual;
4.3 Insulation test certificate;
4.4 Calibration certificate for the testing tools;
4.5 Method statement; and
4.6 Checklist

5.0 Site Risk Assessment

5.1 Before performing a test, barrication and signs must be posted informing the public that
the lifts are out of use and under inspection.

Thorough Examination

6.0 Machine Room

Note: Ensure that no unauthorized access can be made into the motor/machine room.
6.1 Check the machine room door lockable condition and warning signs.
6.2 Check the machine room light intensity, shall be 200 lux from the floor level.
6.3 Check the overhead lifting hook with SWL marking.
6.4 Check the operation and rescuing instruction.
6.5 Check the machine ceiling height (minimum 300 mm) and horizontal clear working area
(minimum 500x600 mm).
6.6 Check the machine room height (minimum 2.1 m)
6.7 Check the pulley room.

7.0 Electrical Test Method

7.1 Check the power supply

7.2 Check the grounding and insulation test (earth resistance maximum 0.5 ohm)
7.3 Check main switch power rating.

8.0 Main Switch

8.1 This main switch shall be capable of interrupting the highest current involved in normal
condition of use the lift.
8.2 Check the isolator locking condition. Note: This switch shall not cut the circuits feeding:
8.2.1 Car lighting or ventilation;
8.2.2 Socket outlet in the machine room, car roof and pulley room and in the lift pit;
8.2.3 Lighting of machine and pulley room;
8.2.4 Lighting of the lift well; and
8.2.5 Alarm device.

9.0 Electrical Safety Circuit

9.1 Failure analysis and electrical safety device.

9.1.1 Absence of voltage.
9.1.2 Voltage drop.
9.1.3 Insulation fault in relation to the metal work on the earth.
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 9.1.4 Loss continuity of a conductor.
9.1.5 Short circuit or open circuit, changes of value or function in an electrical component
such as for instance resistor, capacitor, transistor, lamp etc.
9.1.6 Non attraction on incomplete attractor of the moving armature of a contractor relay.
9.1.7 Non separation of the moving armature of a contractor or relay
9.1.8 Non opening of a contract.
9.1.9 Non closing of a contact.
9.1.10 Phase reversal.

10.0 Machine and OSG Details

10.1 Check the manufacturer and serial number.

10.2 Check the model and year.
10.3 Check the number and rope diameter.
10.4 Check the rated speed with tachometer.
10.5 Check the motor gear details.
10.6 Check the OSG details and seal

11.0 Rope and Sheave

11.1 Check the sheave groove condition.

11.2 Check the sheave guard and slack rope guard.
11.3 Check the rope termination. Some terminations shown below
11.3.1 Metal or resin filled socket;
11.3.2 Self-tightening wedge socket;
11.3.3 Heart shaped thimble with at least three suitable rope clips.
11.4 Check rope slippage for comparison. The gap between the marking on the rope and sheave
shall be less than 50mm

12.0 Over Speed Governor

The governor is a pulley that rotates when the elevator moves. When the governor spins too fast,
centrifugal force activates braking system. Refer to BS EN 81-20 (5.6.1)

12.1Test Method
12.1.1 Check the curve document to check equipment behavior.
Note: When the test is made with lower than rated speed, the manufacturer shall provide
curves to illustrate the behavior of the type tested progressive safety gear when dynamically
tested with the suspensions attached. (6.3.4 of BS EN 81-20)
12.1.2 Check rated speed and tripping speed (115% of rated speed).
12.1.3 Check the OSG rope.
12.1.4 Check the OSG electrical switches function
12.1.5 Activate the OSG at slow speed without load.
12.1.6 Check the safety gear electrical safety switch function.
12.1.7 Check the cabin inclination shall not exceed 5% of the normal position for
ensuring the both side safety gear function.
12.1.8 Check the OSG activation at rated load and rated speed.
12.1.9 Check the retardation of the safety gear (with in the limit 0.2gn to 1gn)

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 13.0 Traction Checking

13.1Car shall be maintain at floor level without slip when loaded 125% of SWL.
13.2 It shall be ensure that any emergency braking causes the car whether empty or with rated load
to decelerate with a value not exceeding the setting of the buffer,
Note: It shall not be possible to raise the empty car when the counter weight is resting on the buffer
and the lift machine is rotated in the upper direction.
14.0 Motor Run Time Limiter

14.1 Verify if motor run time limiter is available

14.2 Motor Run Time limiter will cause the traction machine to de-energize if:
 the machine does not rotate when a start is initiated;
 the car/counterweight is stopped in downwards movement by an obstacle which causes
the ropes to slip on the traction sheave

15.0 Braking Operation

15.1 Lift shall be provided with a braking system which operates automatically.
Check the brake separately shown below:
15.1.1 In the event of loss main supply.
15.1.2 In the event of loss the power supply to the control circuit.
Note: The brake shall be capable of stopping the machine when the car is travelling downward at
rated speed and with the rated load plus 25% in this condition retardation of the car shall not
exceed 0.2gn to 1gn.

16.0 Emergency Operation

16.1 Check the rescue instruction

16.2 If the manual effort required moving the car in the upward direction with its rated load does
not exceed 400N, the machine shall be provided with a Manual Means of Emergency
Operation allowing the car to be moved to a landing.
16.3 If the effort is greater than 400N a mean of Electrical Emergency Operation shall be provided
16.4 Rescue wheel shall be monitored with an electric safety switch
16.5 Check the floor marking on the main rope OSG switch

17.0 Car Interior

17.1 Check the car light (100 lux) on the control devices and at 1 m above the floor at any point
not less than 100 mm from any wall.
17.2 Check the emergency light, alarm and intercom device.
17.3 Check the car load plate.
17.4 Check the ventilation and hand rail.
17.5 Check the emergency door and trap door.
17.6 Check the photocell and door open button.
17.7 Check the car door force limiter
17.8 Check the leveling (±10 mm)
17.9 Check the gap between door panels when closed (6mm)

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 18.0 Car Top

18.1 Check the car door and door drive condition.

18.2 Check car door electrical safety.
Note:
it shall not be possible to start the lift nor keep it in motion if a car door (or any of the panels in the
case of a multi-panel door) is open.
Each car door shall be provided with an electric safety device for proving the closed position.

18.3 Check warning signs and balustrade height:

 at least 700mm for ≤0.5m horizontal distance to the well wall; and
 at least 1100mm for ≥0.5m horizontal distance to the well wall
18.4 Check the car top toe board (100 mm)
18.5 Check the equipments fixed on the car roof. They shall be at least 0.50 m in any vertical or
inclined direction within the projection of the car
18.6 Check the main rope OSG rope termination.
18.7 Check the guide rail rollers / shoes.
18.8 Check the car sill to wall clearance (150 mm)
18.9 Check landing door to car door clearance (120 mm)
18.10 Check the door and limit switches
18.11 Check the rope and OSG rope condition.
18.12 Check the landing door lock clearance (7 mm) and electrical safety switch.
18.13 Check the car to counter weight clearance (at least 50 mm)
18.14 Check the counter weight rope termination
18.15 Check the counter weight sheave guard and slack rope guard
18.16 Check the counter weight guide roller condition.

19.0 Pit
19.1 Check the pit stop switches, pit light, pit ladder/ access door.
Note: Pit shall be provided an access door where the pit depth exceeds 2.50 m
19.2 If there are several lifts, check the Pit Partition. Consideration:
This partition shall extend from within 0.30 m from the pit floor to a height of 2.50 m above
the floor of the lowest landing
Note: the free vertical distance between the highest parts fixed in the pit, for instance a
tensioning device for compensation ropes being in its highest position, jack supports, pipes
and other fittings, and the lowest parts of the car, shall be at least 0.30 m.
19.3 Check the Counterweight Screen Guard. Consideration:
This screen shall extend from the lowest point of the counterweight resting on its fully
compressed buffer(s) or balancing weight in its lowest position to a minimum height
of 2.0 m from the pit floor;
19.4 Check the anti-rebound device if speed exceeding 3.5 m/s
19.5 Check buffer condition, buffer stroke and buffer capacity

For Energy Accumulation Buffer, the total possible stroke of the buffers shall be at least equal to
twice the gravity stopping distance corresponding to 115 % of the rated speed (0.135 v²), the stroke
being expressed in meters. However, the stroke shall not be less than 65 mm.
For Energy Dissipation Buffer, the total possible stroke of the buffers shall be at least equal to the
gravity stopping distance corresponding to 115 % of the rated speed (0.0674 v²), the stroke being
expressed in meters. However, the stroke shall not be less than 0.42 m.

19.6 Check the, tension pulley and compensation pulley electric safety switches.
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 19.7 Check the car bottom guide shoes and travelling cable
19.8 Check the car and counter weight runby clearance

20.0 Load Test

The objective of testing a lift is to demonstrate that it is structurally sound and fit for the use for
which it was designed. Any disturbance, or repair to any load bearing part or replacement of the
suspension, over speed governor ropes shall require the lift to be subjected to a load test.

Prior to any load test of the lift, inspector shall undertake a thorough inspection of the lift. Refer
below for the Load Test procedure:
20.1 Place the rated load into the car and wait for 5 min.
20.2 If there is no slippage run the car all the floor and check the running clearance
20.3 Add 110% of rated load for overload checking and check the door closing
20.4 Check the proof load (traction) by 125% of rated load

21.0 Firemen Safety

21.1 Verify and Check the firemen safety switch
Note:
 The control circuits of lifts which may be used in the event of fire shall be designed and
manufactured so that lifts may be prevented from stopping at certain levels and allow for priority
control of the lift by rescue teams.
 When the firemen switch is activated, all elevators controlled by the switch return to evacuation
floor (Usually Ground floor).

22.0 Reporting

The written reports shall contain the following information as a minimum:

 Client details
 Date of Test and Examination
 Location where the test was carried out
 Validity of the Certificate
 Type of inspection
 Make and Model
 Operating Level
 Unique identification number
 Safe Working Load
 Proof Load applied
 Year of manufacture

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23.0 Acceptance / Rejection Criteria:
Elevator Rejection Criteria
Part Defects Reference / Note Not Accepted / Remarks
Manufacturer / ISO
Broken Wires
4344
Excessive Worn Wires
Excessive Corrosion
Type of defects Crimped or Bird Must have no sign
Wire Rope Cage
Kinked Must have no sign
Crashed Must have no sign
Diameter Reduction/ tolerance BS EN 12385-5
Wrong Terminations and installation

BS EN 81-20:2014
Not accessible or safe ladder /door entrance
Pit (Annex F)
Pit Condition

Spring Buffer Condition

m BS EN 81-20:2014
(for ≤ 1 ) Stroke/rated speed
s (refer to section 5.8)
Buffer
Hydraulic Buffer Condition
m BS EN 81-20:2014
(for ¿ 1 ) Stroke/rated speed (refer to section 5.8)
s

Safety Emergency
Inoperative
Devices Landing Device
Emergency
Rescue Inoperative
Manual
EmergencyInoperative BS EN 81-20:2014
Stop (refer to 5.2.1.5)
Switch&control
s

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 BS EN 81-20:2014
Safety GearInoperative
(refer to 5.6.2)

Elevator Rejection Criteria (cont…)

Part Defect Standard / Notes Not Accepted / Remarks
Undercut
A sheave corrugated by the Must have no corru-
Damaged groove
rope’s print / worn grooves Gated and worn groove
Sheave
Crack
Not fitted wires. Note: The wires must be properly
fitted to the groove

Loss in Main Power Supply

Inoperative Loss of power supply in control BS EN 81-20:2014
Brake
circuit (refer to 5.9.2.2)
Non-satisfactory Condition

Inoperative BS EN 81-20:2014
Governor
Non-Satisfactory Rope condition (refer to 5.6.2.2)

Non-satisfactory Condition
Counterweight
Presence of obstruction in Shaft

Car door
Inoperative
Re-opening
Sensors Overload Inoperative
Re-levelingInoperative
Limit Switches
Inoperative

Emergency BS EN 81-20:2014
Alarm And (refer to 5.12.3)
Others Inoperative
Intercom
System

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 24.0 Defective Equipment

If the test is not satisfactory, a responsible representative of the user shall be informed by means of
engineering report. If the test Engineer considers the defect is dangerous in nature, then
arrangements must be made by installing a warning sign “out of order” to ensure that the equipment is
not used until remedial work has been carried out.

25.0 Reference

This document is referenced with the standards shown:

 BS EN 81-20:2014;
 BS EN 12385-5; and
 BS ISO 4344

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