Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

TLIA3038 Mapping and Delivery Guide
Control and order stock

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency TLIA3038 - Control and order stock
Description
Employability Skills
Learning Outcomes and Application This unit involves the skills and knowledge required to control and order stock for a workplace store in accordance with relevant codes of practice, regulations and workplace procedures. It specifically covers maintaining stock levels and records, organising and administering stocktakes, identifying stock losses, processing stock orders and following up orders. Work is performed under general supervision, with some accountability and responsibility for self and others in achieving prescribed outcomes. No licensing, legislative or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment include:

a range of relevant exercises, case studies and/or simulations

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

relevant materials, tools, equipment and personal protective equipment currently used in industry.
Prerequisites/co-requisites
Competency Field A – Handling Cargo/Stock
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Maintain stock levels and records
  • Stock levels are monitored and maintained at levels prescribed by workplace specifications
  • Stock security systems are monitored and adjusted as required
  • Stock re-order cycles are maintained, monitored and adjusted as required
  • Colleagues are informed about their individual responsibilities for recording stock
  • Stock storage and movement records are maintained in accordance with workplace procedures
  • Stock performance is monitored and fast/slow moving items are identified and reported in accordance with workplace procedures
       
Element: Organise and administer stocktakes
  • Stocktakes are organised at the appropriate time and responsibilities are allocated to staff
  • Accurate reports on stocktake data are produced within designated timelines
       
Element: Identify stock losses
  • Losses are accurately identified, recorded and assessed against potential loss as forecast, on a regular basis
  • Identified losses are reported in accordance with workplace procedures
  • Avoidable losses are identified, reasons are established, and appropriate solutions are recommended and implemented to prevent future avoidable losses
       
Element: Process stock orders
  • Orders for stock are accurately processed in accordance with workplace procedures
  • Stock ordering and recording systems are accurately maintained
  • Purchase and supply agreements are correctly used and appropriate details are recorded
  • Negotiated purchase and supply agreements are recorded accurately and filed for retrieval
       
Element: Follow up orders
  • Delivery process is monitored to meet agreed deadlines
  • Appropriate liaison is undertaken with colleagues and suppliers to ensure continuity of supply
  • Routine supply problems are followed up or referred to the appropriate person in accordance with workplace policy
  • Stock is distributed in accordance with agreed allocations
       
Element: Complete documentation
  • Required records and documentation are confirmed
  • Required records and documentation are completed clearly and proofread
  • Required records and documentation are processed in accordance with workplace procedures
       


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Maintain stock levels and records

1.1

Stock levels are monitored and maintained at levels prescribed by workplace specifications

1.2

Stock security systems are monitored and adjusted as required

1.3

Stock re-order cycles are maintained, monitored and adjusted as required

1.4

Colleagues are informed about their individual responsibilities for recording stock

1.5

Stock storage and movement records are maintained in accordance with workplace procedures

1.6

Stock performance is monitored and fast/slow moving items are identified and reported in accordance with workplace procedures

2

Organise and administer stocktakes

2.1

Stocktakes are organised at the appropriate time and responsibilities are allocated to staff

2.2

Accurate reports on stocktake data are produced within designated timelines

3

Identify stock losses

3.1

Losses are accurately identified, recorded and assessed against potential loss as forecast, on a regular basis

3.2

Identified losses are reported in accordance with workplace procedures

3.3

Avoidable losses are identified, reasons are established, and appropriate solutions are recommended and implemented to prevent future avoidable losses

4

Process stock orders

4.1

Orders for stock are accurately processed in accordance with workplace procedures

4.2

Stock ordering and recording systems are accurately maintained

4.3

Purchase and supply agreements are correctly used and appropriate details are recorded

4.4

Negotiated purchase and supply agreements are recorded accurately and filed for retrieval

5

Follow up orders

5.1

Delivery process is monitored to meet agreed deadlines

5.2

Appropriate liaison is undertaken with colleagues and suppliers to ensure continuity of supply

5.3

Routine supply problems are followed up or referred to the appropriate person in accordance with workplace policy

5.4

Stock is distributed in accordance with agreed allocations

6

Complete documentation

6.1

Required records and documentation are confirmed

6.2

Required records and documentation are completed clearly and proofread

6.3

Required records and documentation are processed in accordance with workplace procedures

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 stock and systems in accordance with standard operating procedures

applying relevant legislation and workplace procedures

communicating and working effectively with others

monitoring stock levels

reading and interpreting relevant instructions, procedures and labels

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

selecting and using relevant communications and computing equipment.

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:

contacts and sources of information and documentation needed when controlling and ordering stock

customer service policies and procedures

how to interpret workplace specifications and orders for supplies

principles of stock control

problems that may occur and appropriate action that can be taken to resolve these problems

procedures for ordering stock

protocols and procedures for liaising with supplier representatives, drivers and colleagues using appropriate technology

relevant codes of practice and legislative requirements (for example dangerous goods regulations, health and hygiene regulations)

site layout

stock control documentation and systems used in workplace stores

stock security systems

systems for completing relevant records and documentation.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Maintain stock levels and records

1.1

Stock levels are monitored and maintained at levels prescribed by workplace specifications

1.2

Stock security systems are monitored and adjusted as required

1.3

Stock re-order cycles are maintained, monitored and adjusted as required

1.4

Colleagues are informed about their individual responsibilities for recording stock

1.5

Stock storage and movement records are maintained in accordance with workplace procedures

1.6

Stock performance is monitored and fast/slow moving items are identified and reported in accordance with workplace procedures

2

Organise and administer stocktakes

2.1

Stocktakes are organised at the appropriate time and responsibilities are allocated to staff

2.2

Accurate reports on stocktake data are produced within designated timelines

3

Identify stock losses

3.1

Losses are accurately identified, recorded and assessed against potential loss as forecast, on a regular basis

3.2

Identified losses are reported in accordance with workplace procedures

3.3

Avoidable losses are identified, reasons are established, and appropriate solutions are recommended and implemented to prevent future avoidable losses

4

Process stock orders

4.1

Orders for stock are accurately processed in accordance with workplace procedures

4.2

Stock ordering and recording systems are accurately maintained

4.3

Purchase and supply agreements are correctly used and appropriate details are recorded

4.4

Negotiated purchase and supply agreements are recorded accurately and filed for retrieval

5

Follow up orders

5.1

Delivery process is monitored to meet agreed deadlines

5.2

Appropriate liaison is undertaken with colleagues and suppliers to ensure continuity of supply

5.3

Routine supply problems are followed up or referred to the appropriate person in accordance with workplace policy

5.4

Stock is distributed in accordance with agreed allocations

6

Complete documentation

6.1

Required records and documentation are confirmed

6.2

Required records and documentation are completed clearly and proofread

6.3

Required records and documentation are processed in accordance with workplace procedures

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.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Stock levels are monitored and maintained at levels prescribed by workplace specifications 
Stock security systems are monitored and adjusted as required 
Stock re-order cycles are maintained, monitored and adjusted as required 
Colleagues are informed about their individual responsibilities for recording stock 
Stock storage and movement records are maintained in accordance with workplace procedures 
Stock performance is monitored and fast/slow moving items are identified and reported in accordance with workplace procedures 
Stocktakes are organised at the appropriate time and responsibilities are allocated to staff 
Accurate reports on stocktake data are produced within designated timelines 
Losses are accurately identified, recorded and assessed against potential loss as forecast, on a regular basis 
Identified losses are reported in accordance with workplace procedures 
Avoidable losses are identified, reasons are established, and appropriate solutions are recommended and implemented to prevent future avoidable losses 
Orders for stock are accurately processed in accordance with workplace procedures 
Stock ordering and recording systems are accurately maintained 
Purchase and supply agreements are correctly used and appropriate details are recorded 
Negotiated purchase and supply agreements are recorded accurately and filed for retrieval 
Delivery process is monitored to meet agreed deadlines 
Appropriate liaison is undertaken with colleagues and suppliers to ensure continuity of supply 
Routine supply problems are followed up or referred to the appropriate person in accordance with workplace policy 
Stock is distributed in accordance with agreed allocations 
Required records and documentation are confirmed 
Required records and documentation are completed clearly and proofread 
Required records and documentation are processed in accordance with workplace procedures 

Forms

Assessment Cover Sheet

TLIA3038 - Control and order stock
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

TLIA3038 - Control and order stock

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: