Assessor Resource

TLIR4008
Implement and supervise stocktaking procedures

Assessment tool

Version 1.0
Issue Date: April 2024


This unit involves the skills and knowledge required to implement and supervise stocktaking procedures in various contexts within the transport and logistics industry.

It includes monitoring and maintaining stock records, implementing stocktaking and stock rotation processes, and identifying stock losses.

The unit generally applies to those who lead individuals or teams.

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

Maintain stock records

1.1

Stock levels and records are monitored and maintained at required levels

1.2

Stock reorder cycles are monitored, maintained and adjusted as required

1.3

Stock storage and movement records are maintained in accordance with organisational policy

2

Implement stocktaking and stock rotation processes

2.1

Relevant policies and procedures for stocktaking and cyclical counts are interpreted and explained to team members

2.2

Stocktaking tasks are allocated to individual team members

2.3

Team members are provided with clear directions for the performance of each task and supervised

2.4

Stocktaking and stock rotation procedures are implemented

3

Identify stock losses

3.1

Losses are accurately identified, recorded and assessed against potential loss forecast on a regular basis

3.2

Avoidable losses are identified and potential reasons are established

3.3

Possible solutions to avoidable losses are recommended and implemented

3.4

Accurate reports on stocktake data, including discrepancies, are produced for management

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 when undertaking stocktake

communicating and working effectively with others

completing relevant documentation

implementing contingency plans

monitoring work activities in terms of planned schedule

operating equipment in accordance with standard operating procedures

reading, interpreting and following relevant instructions, procedures and signs

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:

procedures for identifying and recording discrepancies and/or damage

procedures for operating electronic communications equipment

relevant sections of national, state/territory legislative and regulatory requirements, and codes of practice

requirements for completing relevant documentation

stock control

stock replenishment/reorder procedures.

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

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Maintain stock records

1.1

Stock levels and records are monitored and maintained at required levels

1.2

Stock reorder cycles are monitored, maintained and adjusted as required

1.3

Stock storage and movement records are maintained in accordance with organisational policy

2

Implement stocktaking and stock rotation processes

2.1

Relevant policies and procedures for stocktaking and cyclical counts are interpreted and explained to team members

2.2

Stocktaking tasks are allocated to individual team members

2.3

Team members are provided with clear directions for the performance of each task and supervised

2.4

Stocktaking and stock rotation procedures are implemented

3

Identify stock losses

3.1

Losses are accurately identified, recorded and assessed against potential loss forecast on a regular basis

3.2

Avoidable losses are identified and potential reasons are established

3.3

Possible solutions to avoidable losses are recommended and implemented

3.4

Accurate reports on stocktake data, including discrepancies, are produced for management

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 when undertaking stocktake

communicating and working effectively with others

completing relevant documentation

implementing contingency plans

monitoring work activities in terms of planned schedule

operating equipment in accordance with standard operating procedures

reading, interpreting and following relevant instructions, procedures and signs

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:

procedures for identifying and recording discrepancies and/or damage

procedures for operating electronic communications equipment

relevant sections of national, state/territory legislative and regulatory requirements, and codes of practice

requirements for completing relevant documentation

stock control

stock replenishment/reorder procedures.

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

TLIR4008 - Implement and supervise stocktaking procedures
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

TLIR4008 - Implement and supervise stocktaking procedures

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: