Assessor Resource

TLIA3023
Coordinate stocktakes

Assessment tool

Version 1.0
Issue Date: March 2024


This unit involves the skills and knowledge required to coordinate stocktakes in accordance with relevant regulations and workplace requirements within the transport and logistics industry.

It includes planning and coordinating stocktake activities, identifying stock discrepancies and adjusting documentation.

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 describe the essential outcomes.

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

1

Plan stocktake

1.1

Goods to be counted and appropriate inventory systems are identified

1.2

Required resources including equipment, record keeping systems and personnel are identified

1.3

Team members are instructed and assisted

1.4

Team members are allocated to particular tasks and zones and given clear directions for work requirements

1.5

Stocktake sequence and operations are planned in a time effective manner

2

Coordinate stocktake

2.1

Stocktaking and cyclical counts are coordinated in accordance with workplace policies and procedures

2.2

Inventory data is interpreted

2.3

Inventory data is confirmed to match stock

2.4

Stock levels are accurately counted and documented

3

Identify stock discrepancies

3.1

Discrepancies in type, number and quality of stock are accurately recorded and documented

3.2

Possible reasons for discrepancies are identified

3.3

Products stored in inappropriate storage locations are relocated and stock records are adjusted in accordance with workplace procedures

4

Adjust documentation

4.1

Inventory data is reconciled to match warehouse stock in accordance with regulations, workplace practices, policies and procedures

4.2

Information is reconciled with audit requirements

4.3

Workplace documentation is completed

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 precautions and required action to minimise, control or eliminate identified hazards

applying relevant legislation and workplace procedures

communicating and working effectively with others

modifying activities depending on operational contingencies, risk situations and environments

monitoring work activities in terms of planned schedule

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

reading and interpreting relevant instructions, procedures and labels

selecting and using relevant communications, computing and office equipment

selecting and using required personal protective equipment conforming to industry and work health and safety (WHS)/occupational health and safety (OHS) standards.

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:

Australian codes and regulations relevant to coordinating stocktakes

computer records and documentation requirements for coordinating stocktakes

housekeeping standards and procedures

operational work systems, equipment, management and site operating systems for conducting stocktakes

principles and functions of stocktakes

problems that may occur when coordinating a stocktake and appropriate action that can be taken

relevant WHS/OHS and environmental protection procedures and guidelines

site layout

workplace procedures and policies for coordinating stocktakes

workplace processes for records management and producing stocktake 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

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

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


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

Plan stocktake

1.1

Goods to be counted and appropriate inventory systems are identified

1.2

Required resources including equipment, record keeping systems and personnel are identified

1.3

Team members are instructed and assisted

1.4

Team members are allocated to particular tasks and zones and given clear directions for work requirements

1.5

Stocktake sequence and operations are planned in a time effective manner

2

Coordinate stocktake

2.1

Stocktaking and cyclical counts are coordinated in accordance with workplace policies and procedures

2.2

Inventory data is interpreted

2.3

Inventory data is confirmed to match stock

2.4

Stock levels are accurately counted and documented

3

Identify stock discrepancies

3.1

Discrepancies in type, number and quality of stock are accurately recorded and documented

3.2

Possible reasons for discrepancies are identified

3.3

Products stored in inappropriate storage locations are relocated and stock records are adjusted in accordance with workplace procedures

4

Adjust documentation

4.1

Inventory data is reconciled to match warehouse stock in accordance with regulations, workplace practices, policies and procedures

4.2

Information is reconciled with audit requirements

4.3

Workplace documentation is completed

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 precautions and required action to minimise, control or eliminate identified hazards

applying relevant legislation and workplace procedures

communicating and working effectively with others

modifying activities depending on operational contingencies, risk situations and environments

monitoring work activities in terms of planned schedule

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

reading and interpreting relevant instructions, procedures and labels

selecting and using relevant communications, computing and office equipment

selecting and using required personal protective equipment conforming to industry and work health and safety (WHS)/occupational health and safety (OHS) standards.

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:

Australian codes and regulations relevant to coordinating stocktakes

computer records and documentation requirements for coordinating stocktakes

housekeeping standards and procedures

operational work systems, equipment, management and site operating systems for conducting stocktakes

principles and functions of stocktakes

problems that may occur when coordinating a stocktake and appropriate action that can be taken

relevant WHS/OHS and environmental protection procedures and guidelines

site layout

workplace procedures and policies for coordinating stocktakes

workplace processes for records management and producing stocktake 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

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

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

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
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Forms

Assessment Cover Sheet

TLIA3023 - Coordinate stocktakes
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

TLIA3023 - Coordinate stocktakes

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: