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Elements and Performance Criteria

1. Plan stocktake
2. Goods to be counted and appropriate inventory systems are identified
3. Required resources including equipment, record keeping systems and personnel are identified
4. Team members are instructed and assisted
5. Team members are allocated to particular tasks and zones and given clear directions for work requirements
6. Stocktake sequence and operations are planned in a time effective manner
7. Coordinate stocktake
8. Stocktaking and cyclical counts are coordinated in accordance with workplace policies and procedures
9. Inventory data is interpreted
10. Inventory data is confirmed to match stock
11. Stock levels are accurately counted and documented
12. Identify stock discrepancies
13. Discrepancies in type, number and quality of stock are accurately recorded and documented
14. Possible reasons for discrepancies are identified
15. Products stored in inappropriate storage locations are relocated and stock records are adjusted in accordance with workplace procedures
16. Adjust documentation
17. Inventory data is reconciled to match warehouse stock in accordance with regulations, workplace practices, policies and procedures
18. Information is reconciled with audit requirements
19. Workplace documentation is completed

Range Statement

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.

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Performance Evidence

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.

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Knowledge Evidence

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.

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