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Elements and Performance Criteria

1. Implement pooled equipment workplace procedures
   • Pooled equipment is identified and monitored in accordance with workplace procedures
2. Hazards are identified, risks assessed and control measures implemented
3. Movement of pooled equipment is undertaken in accordance with safe work practices
4. Transport activities are monitored to ensure safe work practices
5. Coordinate receive, despatch, issue and dehire ofpooled equipment
   • Receival, despatch, issue and dehire pooled equipment, including exchange on and exchange off is coordinated in accordance with workplace procedures
6. Pooled equipment documentation is checked for quantity, type, date, receiver and order reference accuracy and any discrepancies reported as a non-conformance in accordance with workplace procedures
7. Effective communication is undertaken with relevant persons
8. Coordinate pooled equipment stocktake
   • Pooled equipment to be counted and appropriate inventory systems are identified
9. Required resources, including equipment and record keeping systems are identified
10. Allocated tasks, zones and work requirements are identified
11. Sequencing of work activities is planned in a time effective manner
12. Pooled equipment stocktake or cyclical counts are undertaken in accordance with workplace policies and procedures
13. Pooled equipment inventory data is interpreted
14. Pooled equipment inventory data is confirmed to match stock
15. Pooled equipment stock levels are accurately counted and documented
16. Stocktake is scheduled in accordance with workplace procedure and equipment requirements
17. Complete pooled equipment records and data entry
    • Pooled equipment records are updated in accordance with workplace procedure
18. Document flow is maintained to ensure accuracy
19. Record management storage and retrieval systems are maintained
20. Optimum inventory is maintained
21. Non-conformance reports are actioned in accordance with workplace procedures
22. Unprocessed transactions are followed up, negotiated and resolved with relevant parties
23. Invoice reconciliation is completed accurately and within required timeframes

Range Statement

Range is restricted to essential operating conditions and any other variables essential to the work environment.

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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 pooled equipment policies, procedures and terms of conditions applying precautions and required action to minimise, control or eliminate identified hazards applying security procedures for pooled equipment communicating effectively in accordance with workplace procedures completing and checking documentation for correct quantity, type, date, receiver and order reference completing relevant documentation identifying and counting pooled equipment, including pallet docket, consignment note or manifest maintaining marketplace rules or trading terms for pooled equipment transfer requirements modifying activities depending on operational contingencies, risk situations and environments monitoring unprocessed transactions and undertaking appropriate actions in accordance with workplace procedures moving pooled equipment in accordance with safe work practice and workplace procedures operating pooled equipment inventory system and control system planning effective movement of pooled equipment, including opportunities to add value reconciling pooled equipment transactions using supplied record reporting pooled equipment key performance indicators (KPIs), including physical count, on hire balance and variances transferring pooled equipment in accordance with workplace procedures, including equipment exchange, IOU, rejected stock and equipment undertaking contingency procedures for missing records or damaged equipment undertaking pooled equipment inspection undertaking pooled equipment stocktake in accordance with workplace procedures undertaking quarantine of damaged pooled equipment undertaking receival, despatch, issue and dehire pooled equipment, including exchange on and exchange off updating records, including data entry or manual records, using relevant infotechnology.

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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: booking processes claims management delegation of authority workplace policies and procedures marketplace rules or trading terms for pooled equipment transfer requirements pooled equipment management system pooled equipment terms, including exchange, issue, dehire, IOU, transfer off, in transit days, transfer on, Pallet Transfer Authority, delay days, missing docket forms and non-conformance rejection processes and procedures required records workplace inventory management system workplace policies and procedures, including terms of conditions for pooled equipment.

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