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Elements and Performance Criteria

  1. Identify and establish document purpose and information sources
  2. Purpose of task is identified and appropriate document template/s is accessed
  3. Manual and computerised sources of data are accessed in accordance with task requirements
  4. Existing files and data to be updated are identified
  5. Stored data regarding applicable regulations, client instructions, protocols and procedures are selected and combined correctly for the task
  6. Compile data files
  7. Files are created/updated according to required format and layout
  8. Data is accurately entered consistent with required purpose and in accordance with regulatory and workplace requirements
  9. All relevant documentation sections are checked for accuracy and completeness
  10. Discrepancies in documentation are identified and appropriate action is undertaken in accordance with workplace procedures
  11. Files created or updated are saved and stored in accordance with workplace and regulatory requirements
  12. Transmit documentation
  13. Document destination/s are correctly identified and selected
  14. Destinations are checked for readiness to receive transmission
  15. Security arrangements for data exchange are undertaken in accordance with workplace procedures
  16. Documents are transmitted, componentry is used in accordance with workplace procedures and all information is correctly downloaded
  17. Action is undertaken within scope of authority to rectify transmission faults
  18. Print out of documents is made and filed/stored/forwarded in accordance with workplace procedures
  19. Receive documentation
  20. Infotechnology devices are checked for readiness to receive downloaded documentation
  21. Received documentation is printed and/or checked for accuracy and legibility
  22. Print-out of documents is made and filed/stored/forwarded in accordance with workplace procedures

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:

adapting to differences in electronic data interchange (EDI) equipment in accordance with standard operating procedures

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 performing EDI to transmit shipping documentation

completing documentation related to work activities

identifying and using computer equipment, software, processes and procedures relevant to the job context

maintaining eye-hand coordination

modifying activities depending on operational contingencies, risk situations and environments

monitoring and prioritising work activities in terms of planned schedule

reading, interpreting and following instructions, procedures, information and manuals relevant to the use of EDI to transmit shipping documentation

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

using EDI to transmit shipping documentation to required protocol

working systematically with required attention to detail without injury to self or others, or damage to goods or equipment.


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:

equipment applications, capacities, configurations, safety hazards and control mechanisms

housekeeping standards and procedures

relevant agreements, codes of practice or other legislative requirements including local and international freight regulations

typical problems that can occur when performing EDI to transmit shipping documentation and related action that can be taken to prevent or solve these problems

workplace or site layout

workplace procedures for the transfer and storage of electronic data and the use of related computer equipment and application software.