NTISthis.com

Evidence Guide: TLIA3038A - Control and order stock

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

TLIA3038A - Control and order stock

What evidence can you provide to prove your understanding of each of the following citeria?

Maintain stock levels and records

  1. Stock levels are monitored and maintained at levels prescribed by workplace specifications
  2. Stock security systems are monitored and adjusted as required
  3. Stock re-order cycles are maintained, monitored and adjusted as required
  4. Colleagues are informed of their individual responsibilities in regard to recording of stock
  5. Stock storage and movement records are maintained in accordance with workplace procedures
  6. Stock performance is monitored and fast/slow moving items are identified and reported in accordance with workplace procedures
Stock levels are monitored and maintained at levels prescribed by workplace specifications

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stock security systems are monitored and adjusted as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stock re-order cycles are maintained, monitored and adjusted as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Colleagues are informed of their individual responsibilities in regard to recording of stock

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stock storage and movement records are maintained in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stock performance is monitored and fast/slow moving items are identified and reported in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organise and administer stocktakes

  1. Stocktakes are organised at the appropriate time and responsibilities allocated to staff
  2. Accurate reports on stocktake data are produced within designated timelines
Stocktakes are organised at the appropriate time and responsibilities allocated to staff

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Accurate reports on stocktake data are produced within designated timelines

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify stock losses

  1. Losses are accurately identified, recorded and assessed against potential loss as forecast on a regular basis
  2. Identified losses are reported in accordance with workplace procedures
  3. Avoidable losses are identified and reasons are established, and appropriate solutions are recommended and implemented to prevent future avoidable losses
Losses are accurately identified, recorded and assessed against potential loss as forecast on a regular basis

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identified losses are reported in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Avoidable losses are identified and reasons are established, and appropriate solutions are recommended and implemented to prevent future avoidable losses

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Process stock orders

  1. Orders for stock are accurately processed in accordance with workplace procedures
  2. Stock ordering and recording systems are accurately maintained
  3. Purchase and supply agreements are correctly used and appropriate details recorded
  4. Negotiated purchase and supply agreements are recorded accurately and filed for retrieval
Orders for stock are accurately processed in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stock ordering and recording systems are accurately maintained

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Purchase and supply agreements are correctly used and appropriate details recorded

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Negotiated purchase and supply agreements are recorded accurately and filed for retrieval

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Follow up orders

  1. Delivery process is monitored to meet agreed deadlines
  2. Appropriate liaison is undertaken with colleagues and suppliers to ensure continuity of supply
  3. Routine supply problems are followed up or referred to the appropriate person in accordance with workplace policy
  4. Stock is distributed in accordance with agreed allocations
Delivery process is monitored to meet agreed deadlines

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Appropriate liaison is undertaken with colleagues and suppliers to ensure continuity of supply

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Routine supply problems are followed up or referred to the appropriate person in accordance with workplace policy

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stock is distributed in accordance with agreed allocations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete documentation

  1. All required records and documentation are completed in accordance with workplace procedures
All required records and documentation are completed in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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

Required Skills and Knowledge

REQUIRED KNOWLEDGE AND SKILLS

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

Required knowledge:

Relevant codes of practice and legislative requirements (for example dangerous goods regulations, health and hygiene regulations, etc.)

Relevant OH&S and environmental procedures and regulations

Principles of stock control

Procedures for the ordering of stock

Stock control documentation and systems used in workplace stores

Interpretation of workplace specifications and orders for supplies

Stock security systems

Protocols and procedures for liaising with supplier representatives, drivers and colleagues using appropriate technology

Systems for the completion of relevant records and documentation

Problems that may occur when controlling and ordering stock and appropriate action that can be taken to resolve the problems

Contacts and sources of information and documentation needed when controlling and ordering stock

Site layout

The purpose and procedures for the use of relevant personal protective equipment

Customer service policies and procedures

Required skills:

Communicate effectively with others when controlling and ordering stock

Read and interpret instructions, procedures and labels relevant to the controlling and ordering of stock

Complete documentation related to the controlling and ordering of stock

Work collaboratively with others when controlling and ordering stock

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

Promptly report and/or rectify any identified problems that may occur when controlling and ordering stock in accordance with regulatory requirements and workplace procedures

Monitor work activities in terms of planned schedule

Modify activities depending on differing operational contingencies, risk situations and environments

Work systematically with required attention to detail without injury to self or others, or damage to goods or equipment

Adapt to differences in stock and systems in accordance with standard operating procedures

Select and use required personal protective equipment conforming to industry and OH&S standards

Select and use relevant communication and computing equipment when controlling and ordering stock

Range Statement

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

This unit may apply to:

any workplace store in an enterprise/organisation in a transport, distribution, production, hospitality, retail or other relevant industry sector (excluding work areas and organisations involving major and/or dedicated warehousing)

Suppliers may be:

internal or external

Requirements for work may include:

workplace protocols and procedures

communications equipment

workplace operations manuals

relevant regulations, authorities and permits

hours of operation

relevant record keeping requirements

workplace quality and customer service standards

Stock control and record systems may be:

manual

computerised

Stock may include but is not limited to:

production materials

packaging materials

equipment and tools

office and stationery supplies

forms, brochures and documents

vouchers and tickets

merchandise for sale

linen

food and beverage supplies

Consultative processes may involve:

suppliers, representatives and drivers

relevant authorities

other employees and supervisors

management

other professional or technical staff

Communications systems may involve:

telephone

fax

email

electronic data transfer of information

mail

Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:

company procedures

enterprise procedures

organisational procedures

established procedures

Personal protective equipment may include but is not limited to:

gloves

safety headwear and footwear

safety glasses

two-way radios

high visibility clothing

Documentation/records may include:

workplace protocols and procedures

workplace specifications for the stock concerned

relevant regulations

supplier instructions

operations manuals

documentation including order forms, standard letters, etc.

induction documentation

delivery options

relevant Australian and international standards, criteria and certification requirements

communications technology equipment, oral, aural or signed communications

quality assurance procedures

emergency procedures

relevant competency standards and training materials

Applicable procedures and codes may include:

relevant regulations and codes of practice for receipt and storage of stock concerned

Australian and international regulations and codes of practice for the handling and transport of dangerous goods and hazardous substances, including:

Australian and International Dangerous Goods Codes

Australian and International Explosives Codes

Australian and international standards and certification requirements

relevant state/territory OH&S legislation

relevant state/territory environmental protection legislation