Assessor Resource

MSS404060
Facilitate the use of planning software systems in a work area or team

Assessment tool

Version 1.0
Issue Date: May 2024


This unit of competency covers the skills and knowledge required to facilitate the use of planning software in an organisation in an individual’s work area or team. These systems are known by various generic names, such as Enterprise Resource Planning (ERP), Materials Resource Planning (MRPII, MRP III etc.) or by proprietary names.

This unit applies to an individual who will access the planning software system for their own work, but will also need to provide support and organise skill development programs for their team or work group members. The individual will typically be a technical expert, team leader or be in a role where they have sufficient technical understanding of processes in their own work and that of others to be able to facilitate the use of the planning software system. The planning software system will be used routinely in the work of the team or work group.

This unit primarily requires the application of skills associated with using communication technology and supporting team use of planning software. Problem solving, initiative and enterprise, and planning and organisational skills are required to ensure that planning software is used efficiently. This requires aspects of learning and self-management to ensure own performance and that of the team.

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

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


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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Identify scope of planning software

1.1

Identify categories of information held by planning software.

1.2

Identify information categories relevant to team and area processes.

1.3

Identify range of information able to be provided to planning software by team or work group.

1.4

Identify range of information able to be provided to team or work group by planning software.

2

Communicate using the planning software system

2.1

Send and receive information using planning software.

2.2

Send and receive messages using planning software.

3

Make decisions using planning software

3.1

Interrogate the planning software system to find required current, historical or predicted information.

3.2

Take actions appropriate to the information in accordance with procedures.

4

Monitor the use of planning software

4.1

Routinely monitor planning software information.

4.2

Review performance and use of planning software with team.

5

Support others to use planning software

5.1

Regularly communicate with team or other work group members, both using planning software and face to face.

5.2

Identify improvements required.

5.3

Take action to implement improvements in accordance with procedures.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy the requirements of the elements and performance criteria and include the ability, to facilitate and/or provide support on three (3) or more occasions, to:

identify team or work group area information requirements and relate to planning software categories

lead and motivate others in using planning software

ensure information sent to planning software is accurate and appropriate

obtain regular and one-off information from planning software

make decisions using planning software generated information.

Must provide evidence that demonstrates knowledge relevant to their job role sufficient to fulfil their job role independently, including:

hierarchy of planning software system and operation

information available from/through the planning software system

query facilities and information analysis capabilities offered by planning software

support/training/skill development mechanisms available for access by team members.

The unit should be assessed holistically and the judgement of competence shall be based on a holistic assessment of the evidence.

The collection of performance evidence:

should occur over a range of situations which include typical disruptions to normal, smooth operation of the workplace

will typically include a supervisor/third-party report focussing on consistent performance and problem recognition and solving. A supervisor/third-party report must be prepared by someone who has a direct, relevant, current relationship with the person being assessed and who is in a position to form a judgement on workplace performance relevant to the unit of competency

must include facilitating and/or support for teams or work groups using planning software systems in own workplace

will typically include the use of appropriate tools, equipment and safety gear requiring demonstration of preparation, operation, completion and responding to problems.

Assessment should occur in operational workplace situations.

Knowledge evidence may be collected concurrently with performance evidence (provided a record is kept) or through an independent process such as workbooks, written assessments or interviews (provided a record is kept).

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Conditions for assessment must include access to all tools, equipment, materials and documentation required, including relevant workplace procedures, product and manufacturing specifications associated with this unit.

Foundation skills are integral to competent performance of the unit and should not be assessed separately.

Assessors must satisfy the assessor competency requirements that are in place at the time of the assessment as set by the VET regulator.

The assessor must demonstrate both technical competency and currency.

Technical competence can be demonstrated through:

relevant VET or other qualification/Statement of Attainment AND/OR

relevant workplace experience

Currency can be demonstrated through:

performing the competency being assessed as part of current employment OR

having consulted with an organisation providing relevant environmental monitoring, management or technology services about performing the competency being assessed within the last twelve months.

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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Identify scope of planning software

1.1

Identify categories of information held by planning software.

1.2

Identify information categories relevant to team and area processes.

1.3

Identify range of information able to be provided to planning software by team or work group.

1.4

Identify range of information able to be provided to team or work group by planning software.

2

Communicate using the planning software system

2.1

Send and receive information using planning software.

2.2

Send and receive messages using planning software.

3

Make decisions using planning software

3.1

Interrogate the planning software system to find required current, historical or predicted information.

3.2

Take actions appropriate to the information in accordance with procedures.

4

Monitor the use of planning software

4.1

Routinely monitor planning software information.

4.2

Review performance and use of planning software with team.

5

Support others to use planning software

5.1

Regularly communicate with team or other work group members, both using planning software and face to face.

5.2

Identify improvements required.

5.3

Take action to implement improvements in accordance with procedures.

This field allows for different work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included.

Competitive systems and practices include one or more of:

lean operations

agile operations

preventative and predictive maintenance approaches

statistical process control systems, including six sigma and three sigma

Just in Time (JIT), kanban and other pull-related operations control systems

supply, value, and demand chain monitoring and analysis

5S

continuous improvement (kaizen)

breakthrough improvement (kaizen blitz)

cause/effect diagrams

overall equipment effectiveness (OEE)

takt time

process mapping

problem solving

run charts

standard procedures

current reality tree.

Planning software integrates a range of business information including one or more of:

sales/order taking

finance/accounting

logistics

maintenance

human resources

production.

Information and message categories include one or more of:

orders

production/operations processes

scheduling (e.g. daily/weekly)

finance and accounting

human resources (e.g. rosters, reserves, training completed and scheduled)

quality requirements

customers

suppliers.

Stages where value stream actions occur include one or more of:

sales outlet/representative

information gathering, data analysis and research

product design

raw material sourcing

intermediate processing

final assembler/collation/preparation

support services (e.g. accounting, finance and legal)

storage and delivery to customer

after market support.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy the requirements of the elements and performance criteria and include the ability, to facilitate and/or provide support on three (3) or more occasions, to:

identify team or work group area information requirements and relate to planning software categories

lead and motivate others in using planning software

ensure information sent to planning software is accurate and appropriate

obtain regular and one-off information from planning software

make decisions using planning software generated information.

Must provide evidence that demonstrates knowledge relevant to their job role sufficient to fulfil their job role independently, including:

hierarchy of planning software system and operation

information available from/through the planning software system

query facilities and information analysis capabilities offered by planning software

support/training/skill development mechanisms available for access by team members.

The unit should be assessed holistically and the judgement of competence shall be based on a holistic assessment of the evidence.

The collection of performance evidence:

should occur over a range of situations which include typical disruptions to normal, smooth operation of the workplace

will typically include a supervisor/third-party report focussing on consistent performance and problem recognition and solving. A supervisor/third-party report must be prepared by someone who has a direct, relevant, current relationship with the person being assessed and who is in a position to form a judgement on workplace performance relevant to the unit of competency

must include facilitating and/or support for teams or work groups using planning software systems in own workplace

will typically include the use of appropriate tools, equipment and safety gear requiring demonstration of preparation, operation, completion and responding to problems.

Assessment should occur in operational workplace situations.

Knowledge evidence may be collected concurrently with performance evidence (provided a record is kept) or through an independent process such as workbooks, written assessments or interviews (provided a record is kept).

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Conditions for assessment must include access to all tools, equipment, materials and documentation required, including relevant workplace procedures, product and manufacturing specifications associated with this unit.

Foundation skills are integral to competent performance of the unit and should not be assessed separately.

Assessors must satisfy the assessor competency requirements that are in place at the time of the assessment as set by the VET regulator.

The assessor must demonstrate both technical competency and currency.

Technical competence can be demonstrated through:

relevant VET or other qualification/Statement of Attainment AND/OR

relevant workplace experience

Currency can be demonstrated through:

performing the competency being assessed as part of current employment OR

having consulted with an organisation providing relevant environmental monitoring, management or technology services about performing the competency being assessed within the last twelve months.
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
Identify categories of information held by planning software. 
Identify information categories relevant to team and area processes. 
Identify range of information able to be provided to planning software by team or work group. 
Identify range of information able to be provided to team or work group by planning software. 
Send and receive information using planning software. 
Send and receive messages using planning software. 
Interrogate the planning software system to find required current, historical or predicted information. 
Take actions appropriate to the information in accordance with procedures. 
Routinely monitor planning software information. 
Review performance and use of planning software with team. 
Regularly communicate with team or other work group members, both using planning software and face to face. 
Identify improvements required. 
Take action to implement improvements in accordance with procedures. 

Forms

Assessment Cover Sheet

MSS404060 - Facilitate the use of planning software systems in a work area or team
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

MSS404060 - Facilitate the use of planning software systems in a work area or team

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: