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Elements and Performance Criteria

1. Assess goods/stock to be transported
2. Customer service parameters are followed in accordance with workplace procedures
3. In consultation with customer, key characteristics of goods/stock to be transported are determined
4. Regulatory and/or specific requirements for load shipment are identified
5. Specific load handling characteristics/requirements are identified
6. Task requirements are matched to workplace capability and operational focus
7. Determine transit requirements
8. Applicable transportation modes are matched to customer geographic location, load packaging characteristics, quantity of goods to be transported and specific requirements for goods
9. Required pick-up and destination point/s are identified and assessed for safe access and operation
10. Specified transit times and routes are identified and agreed with customer
11. Transportation mode/s are determined with customer about load characteristics, transit requirements and cost effectiveness
12. Risk assessment of transport service is undertaken in accordance with workplace policy and procedures
13. Complete documentation
14. Decisions for proceeding with task are undertaken or referred in accordance with workplace procedures and scope of authority
15. Parameters of service requirements for the workplace and customer are documented
16. Quotations for services/specifications are itemised and documented and processed in accordance with workplace procedures
17. Legislative, insurance or specific conditions for load transport are recorded and filed in accordance with workplace procedures

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 relevant legislation and workplace procedures communicating effectively with others when assessing and confirming customer transport requirements completing all workplace processes related to transporting goods/stock completing relevant documentation interpreting and following operational instructions and prioritising work monitoring work activities in terms of planned schedule negotiating with others when assessing and confirming customer transport requirements operating and adapting to differences in equipment in accordance with standard operating procedures planning work activities, including predicting consequences and identifying improvements reading and interpreting relevant instructions, procedures, information and signs selecting and appropriately applying technology, information systems and procedures to complete workplace tasks working collaboratively with others when assessing and confirming customer transport requirements working systematically with required attention to detail without injury to self or others, or damage to goods or equipment.

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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:

customer service and quotation/specification systems and resources relevant regulatory and code requirements including mass and load regulations relevant work health safety (WHS)/occupational health and safety (OHS) and environmental protection policies and procedures strategies to implement continuous improvement processes typical problems that can occur when assessing and confirming customer transport requirements, and related appropriate action that can be taken workplace protocols and procedures for assessing and confirming customer transport requirements.

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