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 space requirements | 1.1 | Organisational medium-term and long-term storage needs are assessed to facilitate planning, in accordance with the enterprise business plan and legislative requirements |
1.2 | Product type, picking frequencies, value, fragility, weight, handling characteristics, quantity and holding periods are assessed to consider type and amount of storage |
1.3 | Facility is assessed to determine stock holding and handling requirements for each inventory item |
1.4 | Volume requirements are calculated to ensure ongoing stock holding needs are met |
1.5 | Total space requirement is calculated and used to formulate a space utilisation plan |
2 | Identify safety and security requirements | 2.1 | Assessment is made of risks to ensure maximum safety and security for personnel, stock and facilities |
2.2 | Storage handling security and incident/emergency procedures for each class or type of product are identified and documented |
2.3 | Fire prevention and firefighting systems are identified in accordance with building code regulations and storage material requirements |
2.4 | Evacuation plan is developed in accordance with the enterprise safety program |
3 | Develop and implement documentation system | 3.1 | System for recording and tracing stock location, receival, throughput and despatch is developed and implemented to enable reporting, quality assurance and financial requirements to be met |
3.2 | System for recording communication with carriers, customers and employees is developed and implemented to assess operational effectiveness and to provide data for system improvement |
4 | Design storage zones | 4.1 | Space requirements and equipment operation are accurately assessed to facilitate warehouse zone planning |
4.2 | Assessment is made of the facility to enable the most effective use of available space |
4.3 | Positioning of storage areas, bays, work stations and the like is undertaken in accordance with planning process data |
4.4 | Provision for maintenance and cleaning is catered for |
5 | Evaluate facility utilisation | 5.1 | Continual system of review is used involving regular checks to ensure storage areas and systems are functioning at optimum levels |
5.2 | Receiving and despatching systems are assessed to ensure they provide efficient operations |
5.3 | Storage and handling systems are assessed to ensure they provide ease of access and comply with ergonomic principles |
5.4 | Product handling and storage process are assessed to ensure minimisation of product damage, contamination and stock losses |
5.5 | Flexibility of facility layout to meet changing storage and handling requirements is maintained |
5.6 | Appropriate reporting systems are established and used to capture and maintain data to design improved facilities and systems |
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 hazards that may exist during work activities applying relevant legislation and workplace procedures communicating and working effectively with others when managing facility and inventory requirements developing and implementing contingency plans prioritising work and coordinating the work of others providing leadership to others when managing facilities and inventory requirements reading and interpreting plans, diagrams, regulations, codes of practice and other documentation relevant to managing facilities and inventory requirements reporting and/or rectifying identified problems promptly selecting and applying appropriate technology, information systems and procedures when managing facility and inventory 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 and include knowledge of: |
emergency procedures enterprise business policies and plans including procedures for facility operations operational warehouse systems, resources, management and workplace operating systems principles, purpose and location of controls, monitoring devices and systems procedures for managing and controlling hazardous situations when carrying out work activities, particularly those that relate to storing materials procedures for operating electronic communications equipment relevant sections of national and state/territory regulatory requirements and codes of practice, including applicable facility fire safety and building regulations requirements for completing relevant documentation selection and appropriate application of technology, information systems and procedures throughput and storage requirements for specific types of inventory. |
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 other 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