Assessor Resource

BSBMED304B
Assist in controlling stocks and supplies

Assessment tool

Version 1.0
Issue Date: April 2024


This unit applies to individuals who provide assistance in controlling required levels of stocks and supplies in a medical administration context or work area. The person offers assistance under supervision and all work is undertaken in accordance within legislative requirements, Australian and industry standards and codes of practice, and in line with organisational policies, procedures and specific requirements.

This unit describes the performance outcomes, skills and knowledge required to provide assistance in stock control processes within a medical environment. This involves assisting in maintaining stock levels, storing stock, stocktaking and disposing of out of date stock.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Employability Skills

This unit contains employability skills.



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 skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

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

Evidence of the following is essential:

documenting three activities relating to maintenance and ordering of stock and supplies, which may include:

stocktaking reports

communicating with suppliers to address shortfalls in orders

stock rotation

disposal of out-of-date stock

knowledge of relevant legislation from all levels of government.

Context of and specific resources for assessment

Assessment must ensure:

access to an actual workplace or simulated environment

access to office equipment and resources

access to workplace records and processes for stock control

access to security arrangements for stock and supplies.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate

review of stock orders

analysis of responses to case studies and scenarios

demonstration of techniques

observation of presentations

oral or written questioning to assess knowledge of relevant legislation

observation of performance in role plays

assessment of stored stock and store stocktaking documentation.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

other general administration or medical services administration units.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, 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 skills

numerical skills to assess stock levels and assess deliveries for completion

problem solving skills to analyse storage and disposal requirements of stock.

Required knowledge

occupational health and safety (OHS), for example:

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

manual handling

relevant legislation from all levels of government that affects business operations, codes of practice and national standards, such as:

anti-discrimination legislation

ethical principles

privacy law

Freedom of Information Act

safe disposal of out-of-date stock

recording of stock usage of prescribed substances and dangerous goods, where relevant

enterprise policies and procedures for stock control including record keeping requirements for:

stock levels

stocktaking

disposal of out-of-date stock.

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Stock control processes may include:

cycles for stocktaking and stock rotation

levels of stock and supplies to be held on premises

security arrangements for stock and supplies

specialised storage conditions for stock and supplies

Actions may include:

contacting the supplier

reporting to supervisor to take action

Specialised storage may include:

refrigeration or keeping in a cool environment

security and special handling for dangerous goods

transferring to specialised containers for storage

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
Determine own role in stock control processes by consulting with manager or supervisor 
Access documented procedures for stock control and read for understanding 
Seek clarification with relevant personnel of unclear or ambiguous procedures 
Monitor stock levels against required levels 
Order stock in a timely manner or in accordance with ordering cycles, to ensure continuity of supplies 
Identify potential shortfalls in stock levels and take action to ensure stock is replenished in a timely manner 
Check orders against enterprise documentation and take appropriate actions where any shortfall is identified 
Complete and store documentation for maintenance of stock levels 
Unpack stock and check against order for condition and currency 
Identify damaged or missing stock and take action to replace it 
Store stock according to established storage systems 
Identify and store stock requiring specialised storage 
Rotate stock to minimise stock reaching expiry or use-by-date 
Provide assistance in stocktaking to identify, count, move and locate items 
Complete and store stocktaking documentation 
Assist with other stocktaking actions as directed 
Dispose of stock marked for disposal according to legislation and other industry specific or manufacturer requirements and under direction of supervisor 
Complete and store required documentation of disposal of out-of-date stock 

Forms

Assessment Cover Sheet

BSBMED304B - Assist in controlling stocks and supplies
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

BSBMED304B - Assist in controlling stocks and supplies

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: