Assessor Resource

PMC563081C
Carry out stock control

Assessment tool

Version 1.0
Issue Date: April 2024


In a typical scenario, a senior operator, or supervisor in a large plant looks after the monitoring and reordering of stock. This is likely to be as part of their broader role and may be done by an individual working alone or as part of a work team. Stock levels may be monitored visually (e.g. stock on a shelf/on the floor) or may be via a computer which is updated as stock is used, or other means. Stock may be in a store, warehouse or locally in the plant.

This unit of competency covers monitoring and reordering of stock to effectively control the purchase of stock for production. It involves maintaining stock levels, reporting stock variations, liaising with suppliers and facilitating stock control changes.

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

The unit will be assessed in as holistic a manner as is practical and may be integrated with the assessment of other relevant units of competency.

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

It is essential that the system be understood and that the importance of inventory management in relation to effective production planning is known. Competence must be demonstrated in the ability to recognise and analyse potential situations requiring action and then in implementing appropriate corrective action.

Consistent performance should be demonstrated. In particular look to see that:

stock levels are accurate, discrepancies are acted upon and stock levels are maintained

variations to quality and quantity of delivered goods are rectified

alternative suppliers can be sourced on request

stock is on hand to ensure efficient production.

Context of and specific resources for assessment

Assessment will require access to an operating plant over an extended period of time, or a suitable method of gathering evidence of operating ability over a range of situations.

Assessment will occur over a range of situations which will include disruptions to normal, smooth operation.

Simulation or case studies/scenarios may be required to allow for timely assessment of parts of this unit of competency. Simulation should be based on the actual plant and will include 'walk-throughs' of the relevant competency components. A bank of scenarios/case studies/what ifs and questions will be required to probe the reasoning behind observable actions.

Method of assessment

In all plants it may be appropriate to assess this unit concurrently with relevant teamwork and communication units.

Individual enterprises may choose to add prerequisites and co-requisites relevant to their processes.

Guidance information for assessment

Assessment processes and techniques must be culturally appropriate and appropriate to the language and literacy capacity of the candidate and the work being performed.

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

Required skills include:

maintaining accurate stock levels

acting upon discrepancies

ensuring stock availability for meeting production needs

implementing enterprise's standard procedures and work instructions and relevant regulatory requirements within an appropriate timeframe and in a manner relevant to a smooth work flow and production requirements

reading and numeracy to interpret workplace documents and technical information

Required knowledge

Required knowledge includes:

production requirements and stock availability

effective inventory management techniques to meet production requirements

accuracy of inventory

supplier contractual requirements

stock control techniques

stock optimum levels and relationship with cost

relevant enterprise information systems in the reordering and monitoring of stock control

methods of rectification for variations to quality and quantity of delivered goods

method for sourcing alternative suppliers

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.

Procedures

All operations are performed in accordance with standard procedures and work instructions

Equipment and unit operations

This unit of competency includes all such items of equipment and unit operations which form part of the stock control system. These may include:

enterprise inventory system, which may be paper or computer based

scanners

enterprise inventory practices and procedures

production planning and scheduling

Typical problems

Typical problems may include:

stock discrepancies between inventory system and actual stock on hand

deviations from supplier contracts/performance agreements

stock control and production planning discrepancies

stock quality and/or quantity does not meet production standards

Occupational health and safety (OHS)

The identification and control of hazards and the application of OHS are to be in accordance with current, applicable legislation and regulations, and company procedures

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
Monitor stock levels and maintain them at optimum levels 
Adjust stock reorder levels as required in response to customer demand 
Report to suppliers variations to quality and quantity of delivered goods 
Identify alternative suppliers which meet required quality and safety standards and utilise them when required 
Reorder stock in compliance with procedures 
Maintain accurate records of the storage and the movement of stock 
Identify, and act upon, stock discrepancies 
Ensure minimum inconvenience to customers resulting from stock movements 
Coordinate stocktaking and cyclical counts as required 
Interpret inventory data and confirm it matches stock 
Reconcile inventory data with actual stock on hand 
Report stock variations or shortages 
Identify missing or damaged stock and report as required by procedures 
Identify hazards in the work area 
Assess the risks arising from those hazards 
Implement measures to control those risks in line with procedures and duty of care 
Identify possible problems in stock levels, storage, quantity and quality if stock, timeliness of supplies and production issues 
Determine problems needing action 
Determine possible fault causes 
Rectify problem using appropriate solution within area of responsibility 
Follow through items initiated until final resolution has occurred 
Report problems outside area of responsibility to designated person 

Forms

Assessment Cover Sheet

PMC563081C - Carry out stock control
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

PMC563081C - Carry out stock control

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: