Establish and monitor production inventory requirements

This unit covers the competency to determine, specify and document the production materials and consumables required for the production of mass-produced and customised fittings, equipment and assemblies. This unit does not cover the management of the inventory.



Elements and Performance Criteria



1. Identify materials requirements

1.1. Drawings and specifications for materials are read and interpreted

1.2. Sources of product supply are identified

1.3. Normal quantity supply and matching storage facilities and equipment are identified

1.4. Material safety data sheets or other supplier safety information are read and any relevant engineering controls or personal protection equipment are identified, any additional resources required for safe workplace handling and storage of the materials are documented and reported

1.5. Procedures to deal with fire or explosion risk, spills or injury are identified and recorded

2. Monitor consumables and production materials

2.1. Consumables and production materials are checked for conformity to design specification and capacity to meet the requirements of the end product

2.2. Any non-conformity in materials is noted and possible causes investigated and documented, including any variations, which may need to be made to the production process or materials used

2.3. Materials and consumables are compared with competitive products, market information and recommendations are made on preferred options

2.4. Preparation procedures for consumables and production materials are identified and checked for required additives, consumables and other materials or equipment requirement

2.5. Materials ordering, storage, safe movement and waste disposal needs are identified

3. Document materials estimates

3.1. All procedures for the estimates process are checked for conformity with workplace procedures

3.2. Cost reports (including time, maintenance) are prepared

3.3. Estimates are authorised by appropriate personnel for implementation

3.4. Recommendations for variations to materials specifications are made to appropriate personnel

Required Skills

Required skills

research, collect, organise and understand information related to the production inventory, including the relevant technical, regulatory, environmental and safety requirements

communicate ideas and information to enable clarification of the inventory requirements and availability and the reporting of outcomes and proposals

plan and organise activities to avoid any back tracking, workflow interruptions or wastage

work with others and in a team by recognising dependencies and using cooperative approaches to optimise workflow and productivity

use mathematical ideas and techniques to correctly calculate inventory requirements, taking into account lead times, re-order triggers, impacts of turnover and supply margins

create and apply systematic problem solving techniques to anticipate interruptions to supply and to avoid surplus holdings and wastage

use the workplace technology, including calculators and measuring devices and computing/computer-aided systems

Required knowledge

company business policies and plans, including procedures for company products, market, work systems and equipment

authorised production processes and plans and related materials and consumables

materials and process characteristics and special requirements

commercial supply systems, including standard documentation support processes

cost-benefit analysis or equivalent techniques

Evidence Required

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Critical aspects of evidence

Locate, interpret and apply relevant information

Apply safety requirements throughout the work sequence, including the use of personal protective clothing and equipment

Identify process requirements in terms of materials and specialist equipment

Identify appropriate materials and consumables to match production and product quality standards

Identify commercially viable sources of materials and consumables

Calculate materials and other resource requirements and costs

Cost and document requirements

Identify the impact of decisions in terms of commercial, environmental and safety risks

Resource implications

Access to production plans, materials and consumables specifications, commercial supply system indices, directories and catalogues, financial resources and delegations, and appropriate software.

Method of assessment

Assessment methods must confirm consistency of performance over time and in a range of workplace relevant contexts.

Assessment should be by direct observation of tasks and questioning on underpinning knowledge.

Assessment should be conducted over time and may be in conjunction with assessment of other units of competency.

Context of assessment

Assessment may occur on the job or in a workplace simulated facility with relevant process equipment, materials, work instructions and deadlines.

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Unit scope

This unit covers the work involved in identifying and documenting appropriate amounts of materials and consumables to support production

Decisions are made within the context of application of process, materials knowledge and estimates and extensive knowledge of the required production output and product quality standards

The function is undertaken in accordance with established enterprise procedures, and practices may include requirements recommended by manufacturers

Unit context

OHS requirements include legislation, building codes, material safety management systems, hazardous substances and dangerous goods codes and safe operating procedures

Work is carried out in accordance with legislative obligations, environmental legislation, relevant health regulations, authorised handling procedures and organisation insurance requirements

Work requires individuals to demonstrate conceptual ability, discretion, judgement and problem solving skills

Workplace environment

Work may involve individual and team related activities and will normally relate to the standard forms of activity performed in the enterprise and industry

Work is performed with minimal supervision or direction

Customers or suppliers may be internal or external

Machines/equipment may include:

any machine typically used in the furnishing industry

microprocessor or computer-controlled machines

both production and facility equipment used in the enterprise

Materials may include but are not limited to:


metal alloys

cloth, glass

flooring materials

the full range of consumables required to directly support the production process

Personal protective equipment

Personal protective equipment is to include that prescribed under legislation, regulations and enterprise policies and practices

Information and procedures

Work procedures/instructions

Manufacturer specifications and instructions

Production process supply support information and specifications

Commercial supply system indices, catalogues and bulletins

Supplier evaluation histories

Budgetary/fiscal constraints

Legislation/regulation/national and industry codes and practices relevant to the product

Quality and Australian standards and procedures


Unit sector

Furnishing Technology

Employability Skills

This unit contains employability skills.

Licensing Information

Not applicable.