Assessor Resource

TLIP4038
Monitor a supply chain operation

Assessment tool

Version 1.0
Issue Date: April 2024


This unit involves the skills and knowledge required to monitor the functions of an established supply chain in accordance with relevant organisational policy and procedures in various contexts in the transport and logistics industry.

It includes applying knowledge of the relevant principles to the relationships and functions within a supply chain. It also involves responsibility for monitoring the supply chain, contributing to sales forecasting and making recommendations to improve supply chain effectiveness.

Individuals work independently or as part of a team under direct and/or indirect supervision, use discretion and judgement, and take responsibility for the quality of their outputs.

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

Determine supply chain functions

1.1

Supply chain operations functions and objectives are confirmed

1.2

Methodology for measuring supply chain functions is ascertained

1.3

Scope of management responsibilities and processes within the supply chain are defined

1.4

Relationship between suppliers, the supply chain and customers is identified

1.5

Own level of responsibility and authority within supply chain operations is determined, in accordance with organisational policies and procedures

2

Monitor the supply chain

2.1

Communication with partners and suppliers is monitored in accordance with supply chain operations and organisational processes

2.2

Demand at each level of the supply chain operations is identified, within own scope of responsibility

2.3

Sales and payments are tracked in accordance with supply chain operations, relevant legislation and organisational policies and procedures

2.4

Inconsistencies or discrepancies are reported in accordance with organisational policies and procedures

3

Monitor security of the supply chain

3.1

Potential threats to the supply chain are analysed

3.2

Security issues and remedies are identified as they apply to the supply chain

3.3

Supply chain implementation is monitored and security issues are addressed as required in accordance with organisational policies and procedures

4

Contribute to sale forecasting in relation to warehousing, distributions and supply chain operations

4.1

Sales forecasting and control processes are determined

4.2

Relationship and impact between customer, the market and sales forecast is analysed

4.3

Process of sales forecasting and its impact on the supply chain, warehousing and distribution, is evaluated

4.4

Financial implications of effective sales forecasting is determined

4.5

Sales forecast is performed to identify the impact on the supply chain, and warehousing and distribution operation

5

Make recommendations to improve supply chain effectiveness

5.1

Impact of management tools and reporting lines in relation to supply chain process is analysed

5.2

Quality measures are applied to supply chain operations

5.3

Recommendations are made regarding potential improvements to supply chain operations in accordance with organisational policies and procedures

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:

adapting own competence in response to any changes in activities

communicating effectively with others

completing relevant documentation

identifying and correctly using relevant equipment

interpreting and applying relevant regulations and instructions

modifying activities depending on workplace contingencies, situations and environments

monitoring and anticipating operational problems, hazards and risks, and taking appropriate action

monitoring sales and payments

monitoring work activities in terms of planned schedule

reading and interpreting relevant work requirements, policies, procedures and other information

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

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:

organisational policies and procedures, including those pertaining to supply chain operations compliance monitoring

organisational quality system, to enable effective analysis of the supply chain operations

relevant work health and safety (WHS)/occupational health and safety (OHS) and environmental procedures and guidelines

relevant sections of national and state/territory legislation, regulatory requirements, and codes of practice and/or guidelines as they relate to the level and type of supply chain operations

software systems commonly used in the transport and logistics industry, to enable the operation of efficient and accurate supply chain processes.

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

Determine supply chain functions

1.1

Supply chain operations functions and objectives are confirmed

1.2

Methodology for measuring supply chain functions is ascertained

1.3

Scope of management responsibilities and processes within the supply chain are defined

1.4

Relationship between suppliers, the supply chain and customers is identified

1.5

Own level of responsibility and authority within supply chain operations is determined, in accordance with organisational policies and procedures

2

Monitor the supply chain

2.1

Communication with partners and suppliers is monitored in accordance with supply chain operations and organisational processes

2.2

Demand at each level of the supply chain operations is identified, within own scope of responsibility

2.3

Sales and payments are tracked in accordance with supply chain operations, relevant legislation and organisational policies and procedures

2.4

Inconsistencies or discrepancies are reported in accordance with organisational policies and procedures

3

Monitor security of the supply chain

3.1

Potential threats to the supply chain are analysed

3.2

Security issues and remedies are identified as they apply to the supply chain

3.3

Supply chain implementation is monitored and security issues are addressed as required in accordance with organisational policies and procedures

4

Contribute to sale forecasting in relation to warehousing, distributions and supply chain operations

4.1

Sales forecasting and control processes are determined

4.2

Relationship and impact between customer, the market and sales forecast is analysed

4.3

Process of sales forecasting and its impact on the supply chain, warehousing and distribution, is evaluated

4.4

Financial implications of effective sales forecasting is determined

4.5

Sales forecast is performed to identify the impact on the supply chain, and warehousing and distribution operation

5

Make recommendations to improve supply chain effectiveness

5.1

Impact of management tools and reporting lines in relation to supply chain process is analysed

5.2

Quality measures are applied to supply chain operations

5.3

Recommendations are made regarding potential improvements to supply chain operations in accordance with organisational policies and procedures

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:

adapting own competence in response to any changes in activities

communicating effectively with others

completing relevant documentation

identifying and correctly using relevant equipment

interpreting and applying relevant regulations and instructions

modifying activities depending on workplace contingencies, situations and environments

monitoring and anticipating operational problems, hazards and risks, and taking appropriate action

monitoring sales and payments

monitoring work activities in terms of planned schedule

reading and interpreting relevant work requirements, policies, procedures and other information

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

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:

organisational policies and procedures, including those pertaining to supply chain operations compliance monitoring

organisational quality system, to enable effective analysis of the supply chain operations

relevant work health and safety (WHS)/occupational health and safety (OHS) and environmental procedures and guidelines

relevant sections of national and state/territory legislation, regulatory requirements, and codes of practice and/or guidelines as they relate to the level and type of supply chain operations

software systems commonly used in the transport and logistics industry, to enable the operation of efficient and accurate supply chain processes.

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
Supply chain operations functions and objectives are confirmed 
Methodology for measuring supply chain functions is ascertained 
Scope of management responsibilities and processes within the supply chain are defined 
Relationship between suppliers, the supply chain and customers is identified 
Own level of responsibility and authority within supply chain operations is determined, in accordance with organisational policies and procedures 
Communication with partners and suppliers is monitored in accordance with supply chain operations and organisational processes 
Demand at each level of the supply chain operations is identified, within own scope of responsibility 
Sales and payments are tracked in accordance with supply chain operations, relevant legislation and organisational policies and procedures 
Inconsistencies or discrepancies are reported in accordance with organisational policies and procedures 
Potential threats to the supply chain are analysed 
Security issues and remedies are identified as they apply to the supply chain 
Supply chain implementation is monitored and security issues are addressed as required in accordance with organisational policies and procedures 
Sales forecasting and control processes are determined 
Relationship and impact between customer, the market and sales forecast is analysed 
Process of sales forecasting and its impact on the supply chain, warehousing and distribution, is evaluated 
Financial implications of effective sales forecasting is determined 
Sales forecast is performed to identify the impact on the supply chain, and warehousing and distribution operation 
Impact of management tools and reporting lines in relation to supply chain process is analysed 
Quality measures are applied to supply chain operations 
Recommendations are made regarding potential improvements to supply chain operations in accordance with organisational policies and procedures 

Forms

Assessment Cover Sheet

TLIP4038 - Monitor a supply chain operation
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

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Assessor name:

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Date:

Assessment Record Sheet

TLIP4038 - Monitor a supply chain operation

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:

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