Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

TLIR4008A Mapping and Delivery Guide
Implement and supervise stocktaking procedures

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency TLIR4008A - Implement and supervise stocktaking procedures
Description This unit involves the skills and knowledge required to implement and monitor stocktaking procedures. It includes maintaining stock records; implementing stocktaking and stock rotation; and identifying stock losses. Licensing, legislative, regulatory or certification requirements are applicable to this unit.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application Work may be undertaken in various contexts within the transport and logistics industry.The unit generally applies to those who provide leadership of others individually or in teams.This unit is normally packaged at AQF IV or above.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites Not Applicable
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Maintain stock records
  • Stock levels and records are monitored and maintained at required levels
  • Stock reorder cycles are monitored, maintained and adjusted as required
  • Stock storage and movement records are maintained in line with organisation's policy
       
Element: Implement stocktaking and stock rotation processes
  • Policies and procedures in regard to stocktaking and cyclical counts are interpreted and explained to team members
  • Stocktaking tasks are allocated to individual team members
  • Team members are provided with clear directions for the performance of each task and supervised
  • Stocktaking and stock rotation procedures are implemented
       
Element: Identify stock losses
  • Losses are accurately identified, recorded and assessed against potential loss forecast on a regular basis
  • Avoidable losses are identified and reasons established
  • Possible solutions to avoidable losses are recommended and implemented
  • Accurate reports on stocktake data, including discrepancies are produced for management
       


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:

the underpinning knowledge and skills

relevant legislation and workplace procedures

other relevant aspects of the range statement

Context of and specific resources for assessment

Performance is demonstrated consistently over a period of time and in a suitable range of contexts

Resources for assessment include:

a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or

access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments, access is required to:

relevant and appropriate materials and equipment, and

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

Method of assessment

Assessment of this unit must be undertaken by a registered training organisation

As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests

Practical assessment must occur:

through activities in an appropriately simulated environment at the registered training organisation, and/or

in an appropriate range of situations in the workplace

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

REQUIRED KNOWLEDGE AND SKILLS

This describes the essential knowledge and skills and their level required for this unit.

Required knowledge:

Relevant sections of national and state or territory regulatory requirements and codes of practice

Relevant OH&S and environmental procedures and regulations

Safe handling of specific dangerous goods (as relevant for enterprise)

Stock control

Stock replenishment/reorder procedures

Procedures fo identifying and recording discrepancies/damage

Procedures for operating electronic communications equipment

Requirements for completing relevant documentation

Required skills:

Communicate effectively with others when supervising a team of people involved in stocktaking

Read and interpret instructions, procedures, information and signs relevant to work activities

Complete documentation related to work activities including stocktake documentation

Work collaboratively with others

Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others

Promptly report and/or rectify any identified problems, faults or malfunctions in accordance with regulatory requirements and workplace procedures

Implement contingency plans for unplanned events

Monitor work activities in terms of planned schedule

Operate equipment in accordance with standard operating procedures

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance.

Categories or groups of products or stock may include:

small parts

perishable goods

goods for overseas export

dangerous goods

temperature controlled stock

fragile goods

Communication in the work area may include:

phone

electronic data interchange (EDI)

fax

email

internet

RF systems

oral, aural or signed communications

Documentation and records may include:

policy and procedures for receipt and despatch of goods

procedures for stocktake

manufacturers specifications and/or supplier handling and storage advice

material safety data sheets

industry codes of practice

legislation and statutory requirements

regulations and codes of practice relevant to ADG code, including safeworking and local authority regulations and procedures

relevant OH&S and environmental protection regulations

quality assurance procedures

dangerous goods declarations and material safety data sheets, where applicable

Applicable legislation and regulations may include:

relevant regulations, codes and safeworking systems for the use and checking of stock

Australian and international regulations and codes of practice for the transport of dangerous goods and hazardous substances

relevant state/territory OH&S and environmental protection legislation

workplace relations regulations

safe disposal of out-of-date stocks

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Stock levels and records are monitored and maintained at required levels 
Stock reorder cycles are monitored, maintained and adjusted as required 
Stock storage and movement records are maintained in line with organisation's policy 
Policies and procedures in regard to stocktaking and cyclical counts are interpreted and explained to team members 
Stocktaking tasks are allocated to individual team members 
Team members are provided with clear directions for the performance of each task and supervised 
Stocktaking and stock rotation procedures are implemented 
Losses are accurately identified, recorded and assessed against potential loss forecast on a regular basis 
Avoidable losses are identified and reasons established 
Possible solutions to avoidable losses are recommended and implemented 
Accurate reports on stocktake data, including discrepancies are produced for management 

Forms

Assessment Cover Sheet

TLIR4008A - Implement and supervise stocktaking procedures
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

TLIR4008A - Implement and supervise stocktaking procedures

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: