Assessor Resource

TLIL1007C
Assess and confirm customer transport requirements

Assessment tool

Version 1.0
Issue Date: April 2024


Work involves discretion and judgement for self and others in assessing and confirming customer freight transport requirements. It is performed under minimum supervision with general guidance on progress and outcomes of work.

A range of opportunities may be used to develop the workplace and to support the development of work systems and innovative strategies to deal with contingencies and to encourage the achievement of the organisations goals and key performance objectives.

Work involves responsibility for the assessing and confirming customer freight transport requirements and the provision of leadership of others either individually or in teams.

This unit involves the skills and knowledge required to assess and confirm customer freight transport requirements, including assessing the goods/stock to be transported, determining the transit needs and any special requirements, confirming requirements with the customer and completing all required documentation.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

Not applicable.

Employability Skills

The required outcomes described in this unit of competency contain applicable facets of Employability Skills. The Employability Skills Summary of the qualification in which this competency is packaged will assist in identifying employability skill requirements.



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 knowledge and skills, the range statement and the assessment guidelines for this Training Package.

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

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:

the underpinning knowledge and skills

relevant legislation and workplace procedures

other relevant aspects of the range statement

Context of and specific resources for assessment

Performance is demonstrated consistently over a period of time and in a suitable range of contexts

Resources for assessment include:

a range of relevant exercises, case studies and other simulated practical and knowledge assessment, and/or

access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments, access is required to:

relevant and appropriate materials and/or equipment, and/or

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

Method of assessment

Assessment of this unit must be undertaken by a registered training organisation

As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests

Practical assessment must occur:

through appropriately simulated activities at the registered training organisation, and/or

in an appropriate range of situations in the workplace

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 KNOWLEDGE AND SKILLS

This describes the essential knowledge and skills and their level required for this unit.

Required knowledge:

Relevant and regulatory and code requirements including mass and load regulations

Relevant OH&S and environmental protection policies and procedures

Workplace protocols and procedures for the assessing and confirming customer transport requirements

Strategies to implement continuous improvement processes

Focus of operation of customer service and quotation/specification systems and resources

Typical problems that can occur when assessing and confirming customer transport requirements and related appropriate action that can be taken

Required skills:

Communicate effectively with others when assessing and confirming customer transport requirements

Negotiate with others when assessing and confirming customer transport requirements

Read and interpret instructions, procedures, information and signs relevant to the assessment and confirmation of customer transport requirements

Interpret and follow operational instructions and prioritise work

Complete documentation related to the assessment and confirmation of customer transport requirements

Select and appropriately apply technology, information systems and procedures to complete workplace tasks

Work collaboratively with others when assessing and confirming customer transport requirements

Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others

Promptly report and/or rectify any identified problems that may arise when assessing and confirming customer transport requirements in accordance with regulatory requirements and workplace procedures

Plan work activities, including predicting consequences and identifying improvements

Monitor work activities in terms of planned schedule

Modify activities depending on differing operational contingencies, risk situations and environments

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

Operate and adapt to differences in equipment in accordance with standard operating procedures

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance.

The workplace environment may involve twenty-four hour operation and may include:

single and multi-site locations

large, medium and small companies

Services, products, risks, work systems and requirements may:

potentially vary across different sections of the workplace

Operations involve:

internal and external customer contact and coordination

Consignments may be:

single and multi-site locations

palletised

containerised

packaged or loose

in gas, liquid or solid form

Special freight transport requirements may involve:

single and multi-site locations

temperature controlled stock

live stock

dangerous goods

hazardous substances

specific security arrangements

oversized/overmassed loads

Decision to provide service to customer is:

undertaken within scope of authority

Decisions should reflect:

the scope of the organisation to undertake the task

and/or to outsource some or all of the task

Key characteristics of the goods/stock to be transported may include the:

type of goods to be transported

load characteristics including perishability, spoilage, fragility, compatibility

packing and stowing requirements for load

aggregate size and capacity of load to be transported

Consultative processes may involve:

existing and potential customers/clients

other employees and supervisors

suppliers

manufacturers

relevant authorities

management

union representatives

OH&S specialists

other maintenance, professional or technical staff

Communications systems may involve:

face-to-face conversation

telephone

fax

email

electronic data transfer of information (EDI)

mail

Depending on the type of organisation concerned and the local terminology used, workplace plans/procedures may include:

company plans/procedures

enterprise plans/procedures

organisational plans/procedures

established plans/procedures

Information/documentation may include:

workplace procedures and policies

customer service standards and procedures

supplier and/or client instructions

workplace products and services information

quality assurance standards and procedures

regulations and policies relating to minimising risks to the environment and ensuring compliance with OH&S requirements

manufacturers/suppliers specifications, advice, recommended procedures, policies and instructions

Dangerous Goods Codes and related regulations and documentation including material safety data sheets

relevant agreements, codes of practice including the national standards for services and operations

reports of accidents and incidents

workplace guidelines on appropriate workplace language and communication strategies and interpretation of relevant information

legislation, regulations and related documentation relevant to workplace operations

Applicable regulations and legislation may include:

relevant regulations, standards and codes of practice

trading regulations relevant to business operations

relevant Australian and state/territory OH&S legislation

environmental protection regulations

hazardous substances and dangerous goods codes

relevant Australian standards and certification requirements

licence, patent or copyright arrangements

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
Customer service parameters are followed in accordance with workplace procedures 
In consultation with customer key characteristics of the goods/stock to be transported are determined 
Regulatory and/or specific requirements for load shipment are identified 
Specific load handling characteristics/requirements are identified 
Task requirements are matched to workplace capability and operational focus 
Applicable transportation modes are matched for customers geographic location, load packaging characteristics, quantity of goods to be transported and any special requirements 
Required pick-up and destination point(s) are identified and assessed for safe access and operation 
Specified transit times and routes are identified and agreed with customer 
Transportation mode(s) are determined with customer with regard to load characteristics, transit requirements and cost-effectiveness 
Risk assessment of transport service is undertaken in accordance with workplace policy and procedures 
Decisions for proceeding with task are undertaken or referred in accordance with workplace procedures and within scope of authority 
Parameters of service requirements for the workplace and customer are documented 
Quotations for services/specifications are itemised and documented 
Legislative, insurance or specific conditions for load transport are recorded 

Forms

Assessment Cover Sheet

TLIL1007C - Assess and confirm customer transport requirements
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

TLIL1007C - Assess and confirm customer transport requirements

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: