Assessor Resource

TLIA3016
Use inventory systems to organise stock control

Assessment tool

Version 1.0
Issue Date: April 2024


This unit involves the skills and knowledge required to use inventory systems to organise stock control in accordance with relevant regulations and workplace requirements, as part of work activities in the transport and logistics industry.

It includes identifying inventory and stock control systems in use in the workplace, using re-order procedures to maintain stock levels, organising cyclical stock counts and reporting discrepancies or variances.

Work is performed under some supervision generally within a team environment.

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

Identify inventory and stock control systems in use in the workplace

1.1

Workplace inventory and stock control equipment, software and systems are identified

1.2

Reasons for common database approach to inventory records and documentation in the warehouse are explained

1.3

Procedures for identifying and reporting discrepancies or variances are identified

2

Use re-order procedures to maintain stock levels

2.1

Stock level maintenance checking is conducted

2.2

Stock is re-ordered to meet stock level maintenance requirements in accordance with workplace policies and procedures

2.3

Data is accurately entered and extracted from the inventory/records system using appropriate workplace procedures

3

Organise cyclical stock counts and report discrepancies or variances

3.1

Process for cyclical stock count is planned and work is allocated to team members

3.2

Clear directions on tasks to be performed are given

3.3

Stocktake activities are conducted in accordance with workplace procedures

3.4

Types and causes of record discrepancies are identified

3.5

Procedures for noting and correcting minor discrepancies are used

3.6

Major discrepancies are reported in accordance with workplace procedures

3.7

Workplace documentation is completed

4

Produce reports on record keeping and inventory functions

4.1

Types of reports to be produced from inventory records systems are identified

4.2

Reports are produced in accordance with workplace procedures and relevant regulatory requirements

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

applying relevant legislation and workplace procedures

communicating effectively with others

modifying activities depending on operational contingencies, risk situations and environments

operating and adapting to differences in equipment in accordance with standard operating procedures

reading, interpreting and following relevant instructions, procedures, information and signs

reporting and/or rectifying identified problems, faults or malfunctions promptly, in accordance with workplace procedures

selecting and using relevant communications, computing and office equipment

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

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

applications of different types of inventory systems and stock management approaches

Australian codes and regulations relevant for organising stock control

computer records and documentation requirements for stock control, including forms, checklists and inventory reports

housekeeping standards and procedures

operational inventory systems, equipment, management and site operating systems for controlling stock

principles of operation and functions of inventory systems

workplace procedures and policies for using inventory systems to organise stock control

workplace processes for records management and producing inventory reports.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

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.

Resources for assessment include:

a range of relevant exercises, case studies and/or simulations

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

relevant materials, tools, equipment and personal protective equipment currently used in industry.

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

Identify inventory and stock control systems in use in the workplace

1.1

Workplace inventory and stock control equipment, software and systems are identified

1.2

Reasons for common database approach to inventory records and documentation in the warehouse are explained

1.3

Procedures for identifying and reporting discrepancies or variances are identified

2

Use re-order procedures to maintain stock levels

2.1

Stock level maintenance checking is conducted

2.2

Stock is re-ordered to meet stock level maintenance requirements in accordance with workplace policies and procedures

2.3

Data is accurately entered and extracted from the inventory/records system using appropriate workplace procedures

3

Organise cyclical stock counts and report discrepancies or variances

3.1

Process for cyclical stock count is planned and work is allocated to team members

3.2

Clear directions on tasks to be performed are given

3.3

Stocktake activities are conducted in accordance with workplace procedures

3.4

Types and causes of record discrepancies are identified

3.5

Procedures for noting and correcting minor discrepancies are used

3.6

Major discrepancies are reported in accordance with workplace procedures

3.7

Workplace documentation is completed

4

Produce reports on record keeping and inventory functions

4.1

Types of reports to be produced from inventory records systems are identified

4.2

Reports are produced in accordance with workplace procedures and relevant regulatory requirements

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

applying relevant legislation and workplace procedures

communicating effectively with others

modifying activities depending on operational contingencies, risk situations and environments

operating and adapting to differences in equipment in accordance with standard operating procedures

reading, interpreting and following relevant instructions, procedures, information and signs

reporting and/or rectifying identified problems, faults or malfunctions promptly, in accordance with workplace procedures

selecting and using relevant communications, computing and office equipment

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

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

applications of different types of inventory systems and stock management approaches

Australian codes and regulations relevant for organising stock control

computer records and documentation requirements for stock control, including forms, checklists and inventory reports

housekeeping standards and procedures

operational inventory systems, equipment, management and site operating systems for controlling stock

principles of operation and functions of inventory systems

workplace procedures and policies for using inventory systems to organise stock control

workplace processes for records management and producing inventory reports.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

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.

Resources for assessment include:

a range of relevant exercises, case studies and/or simulations

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

relevant materials, tools, equipment and personal protective equipment currently used in industry.

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
Workplace inventory and stock control equipment, software and systems are identified 
Reasons for common database approach to inventory records and documentation in the warehouse are explained 
Procedures for identifying and reporting discrepancies or variances are identified 
Stock level maintenance checking is conducted 
Stock is re-ordered to meet stock level maintenance requirements in accordance with workplace policies and procedures 
Data is accurately entered and extracted from the inventory/records system using appropriate workplace procedures 
Process for cyclical stock count is planned and work is allocated to team members 
Clear directions on tasks to be performed are given 
Stocktake activities are conducted in accordance with workplace procedures 
Types and causes of record discrepancies are identified 
Procedures for noting and correcting minor discrepancies are used 
Major discrepancies are reported in accordance with workplace procedures 
Workplace documentation is completed 
Types of reports to be produced from inventory records systems are identified 
Reports are produced in accordance with workplace procedures and relevant regulatory requirements 

Forms

Assessment Cover Sheet

TLIA3016 - Use inventory systems to organise 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:

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Date:

Assessment Record Sheet

TLIA3016 - Use inventory systems to organise 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: