Assessor Resource

SIFXADQ001
Control and order goods

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the performance outcomes, skills and knowledge required to receive and process goods, conduct a stock-take, re-order stock and dispatch outgoing goods. It applies to cemetery and crematorium staff and may involve either working autonomously or under supervision according to work health and safety, relevant legislation and workplace policies and procedures.

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

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Conduct stock-take.

1.1 Conduct stock-take and complete stock records.

1.2 Report and record discrepancies.

1.3 Identify minimum stock levels and order stock.

1.4 Complete relevant documentation.

1.5 Operate and maintain electronic recording equipment as required according to manufacturer guidelines.

2. Receive and process incoming goods.

2.1 Check incoming goods against purchase orders and identify variations.

2.2 Record variations in quality and quantity and follow up with relevant personnel.

2.3 Unpack incoming goods using correct manual handling techniques and equipment.

2.4 Remove and dispose of packaging materials in a safe and sustainable manner.

2.5 Store goods in appropriate area.

3. Return surplus goods to supplier.

3.1 Identify and label goods to be returned to supplier.

3.2 Complete accurate credit request documentation.

3.3 Store goods securely ready for dispatch.

3.4 Pack items and complete delivery documentation.

Evidence of the ability to:

conduct stock-take to ensure minimum stock levels are maintained according to business needs

receive and process incoming goods and dispatch outgoing goods according to workplace policies and procedures

use stock control documentation to accurately record all stock movements

use safe manual handling techniques when handling stock.

Evidence of performance on two or more stock control and orders is required to demonstrate consistency of performance and ability to respond to different situations.

Demonstrated knowledge of:

goods relating to the funeral services industry, including:

coffins or caskets

coffin or casket accessories

urns or vases

headstones or grave markers

mortuary tools, equipment and materials

gravedigging or grounds maintenance tools, equipment and materials

stationery

promotional materials

first aid equipment and materials

purpose and basic principles of stock control systems that includes process for inventory control

workplace policies and procedures in relation to receiving and dispatching goods, and dealing with variations of orders against goods received

relevant federal, state or territory, and local government legislation and regulations that impact on stock control process

techniques for safe manual handling of stock

documentation and equipment use for stock control processes

environmentally sound disposal methods for all types of waste, including packaging materials.

Skills must be demonstrated in the workplace or in a simulated environment that is as industry realistic as possible. In a simulated environment, it is essential that assessment is conducted:

using suitable facilities, equipment and resources, including:

a facility where funeral goods can be received, unpacked and dispatched

funeral services goods

equipment and technology currently used in industry, including a trolley jack

documentation, including stock records, stock requisition forms and delivery documentation

under industry conditions where there is:

integration of tasks with possible interruptions to work typical of the job role

speed and timing requirements that reflect commercial operating conditions

interaction with relevant personnel

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

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

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Conduct stock-take.

1.1 Conduct stock-take and complete stock records.

1.2 Report and record discrepancies.

1.3 Identify minimum stock levels and order stock.

1.4 Complete relevant documentation.

1.5 Operate and maintain electronic recording equipment as required according to manufacturer guidelines.

2. Receive and process incoming goods.

2.1 Check incoming goods against purchase orders and identify variations.

2.2 Record variations in quality and quantity and follow up with relevant personnel.

2.3 Unpack incoming goods using correct manual handling techniques and equipment.

2.4 Remove and dispose of packaging materials in a safe and sustainable manner.

2.5 Store goods in appropriate area.

3. Return surplus goods to supplier.

3.1 Identify and label goods to be returned to supplier.

3.2 Complete accurate credit request documentation.

3.3 Store goods securely ready for dispatch.

3.4 Pack items and complete delivery documentation.

Evidence of the ability to:

conduct stock-take to ensure minimum stock levels are maintained according to business needs

receive and process incoming goods and dispatch outgoing goods according to workplace policies and procedures

use stock control documentation to accurately record all stock movements

use safe manual handling techniques when handling stock.

Evidence of performance on two or more stock control and orders is required to demonstrate consistency of performance and ability to respond to different situations.

Demonstrated knowledge of:

goods relating to the funeral services industry, including:

coffins or caskets

coffin or casket accessories

urns or vases

headstones or grave markers

mortuary tools, equipment and materials

gravedigging or grounds maintenance tools, equipment and materials

stationery

promotional materials

first aid equipment and materials

purpose and basic principles of stock control systems that includes process for inventory control

workplace policies and procedures in relation to receiving and dispatching goods, and dealing with variations of orders against goods received

relevant federal, state or territory, and local government legislation and regulations that impact on stock control process

techniques for safe manual handling of stock

documentation and equipment use for stock control processes

environmentally sound disposal methods for all types of waste, including packaging materials.

Skills must be demonstrated in the workplace or in a simulated environment that is as industry realistic as possible. In a simulated environment, it is essential that assessment is conducted:

using suitable facilities, equipment and resources, including:

a facility where funeral goods can be received, unpacked and dispatched

funeral services goods

equipment and technology currently used in industry, including a trolley jack

documentation, including stock records, stock requisition forms and delivery documentation

under industry conditions where there is:

integration of tasks with possible interruptions to work typical of the job role

speed and timing requirements that reflect commercial operating conditions

interaction with relevant personnel

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.
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
Conduct stock-take and complete stock records. 
Report and record discrepancies. 
Identify minimum stock levels and order stock. 
Complete relevant documentation. 
Operate and maintain electronic recording equipment as required according to manufacturer guidelines. 
Check incoming goods against purchase orders and identify variations. 
Record variations in quality and quantity and follow up with relevant personnel. 
Unpack incoming goods using correct manual handling techniques and equipment. 
Remove and dispose of packaging materials in a safe and sustainable manner. 
Store goods in appropriate area. 
Identify and label goods to be returned to supplier. 
Complete accurate credit request documentation. 
Store goods securely ready for dispatch. 
Pack items and complete delivery documentation. 
Conduct stock-take and complete stock records. 
Report and record discrepancies. 
Identify minimum stock levels and order stock. 
Complete relevant documentation. 
Operate and maintain electronic recording equipment as required according to manufacturer guidelines. 
Check incoming goods against purchase orders and identify variations. 
Record variations in quality and quantity and follow up with relevant personnel. 
Unpack incoming goods using correct manual handling techniques and equipment. 
Remove and dispose of packaging materials in a safe and sustainable manner. 
Store goods in appropriate area. 
Identify and label goods to be returned to supplier. 
Complete accurate credit request documentation. 
Store goods securely ready for dispatch. 
Pack items and complete delivery documentation. 

Forms

Assessment Cover Sheet

SIFXADQ001 - Control and order goods
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

SIFXADQ001 - Control and order goods

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: