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Elements and Performance Criteria

  1. Identify space requirements
  2. Organisational medium-term and long-term storage needs are assessed to facilitate planning, in accordance with the enterprise business plan and legislative requirements
  3. Product type, picking frequencies, value, fragility, weight, handling characteristics, quantity and holding periods are assessed to consider type and amount of storage
  4. Facility is assessed to determine stock holding and handling requirements for each inventory item
  5. Volume requirements are calculated to ensure ongoing stock holding needs are met
  6. Total space requirement is calculated and used to formulate a space utilisation plan
  7. Identify safety and security requirements
  8. Assessment is made of risks to ensure maximum safety and security for personnel, stock and facilities
  9. Storage handling security and incident/emergency procedures for each class or type of product are identified and documented
  10. Fire prevention and firefighting systems are identified in accordance with building code regulations and storage material requirements
  11. Evacuation plan is developed in accordance with the enterprise safety program
  12. Develop and implement documentation system
  13. 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
  14. System for recording communication with carriers, customers and employees is developed and implemented to assess operational effectiveness and to provide data for system improvement
  15. Design storage zones
  16. Space requirements and equipment operation are accurately assessed to facilitate warehouse zone planning
  17. Assessment is made of the facility to enable the most effective use of available space
  18. Positioning of storage areas, bays, work stations and the like is undertaken in accordance with planning process data
  19. Provision for maintenance and cleaning is catered for
  20. Evaluate facility utilisation
  21. Continual system of review is used involving regular checks to ensure storage areas and systems are functioning at optimum levels
  22. Receiving and despatching systems are assessed to ensure they provide efficient operations
  23. Storage and handling systems are assessed to ensure they provide ease of access and comply with ergonomic principles
  24. Product handling and storage process are assessed to ensure minimisation of product damage, contamination and stock losses
  25. Flexibility of facility layout to meet changing storage and handling requirements is maintained
  26. Appropriate reporting systems are established and used to capture and maintain data to design improved facilities and systems

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 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.


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:

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.