TLIA2307C
Coordinate stocktakes

This unit involves the skills and knowledge required to coordinate stocktakes in accordance with workplace requirements including planning stocktakes, coordinating stocktake activities, identifying stock discrepancies, and adjusting documentation in accordance with workplace procedures and relevant regulatory requirements.

Application

Work must be carried out in compliance with the relevant regulations and workplace requirements when coordinating stocktakes.

Work is performed under some supervision generally within a team environment. It involves the application of product knowledge and an understanding of relevant workplace procedures and regulatory requirements when coordinating stocktakes as part of work activities in the warehousing, distribution and/or storage industries.


Prerequisites

Not applicable.


Elements and Performance Criteria

Elements and Performance Criteria

Element

Performance Criteria

1

Plan stocktake

1.1

Goods to be counted and appropriate inventory systems are identified

1.2

Required resources including equipment, record keeping systems and personnel are identified

1.3

Members of the team are instructed and assisted

1.4

Team members are allocated to particular tasks and zones and given clear directions for work requirements

1.5

Sequence and operations of the stocktake are planned in a time effective manner

2

Coordinate stocktake

2.1

Stocktaking and cyclical counts are coordinated in accordance with workplace policies and procedures

2.2

Inventory data is interpreted

2.3

Inventory data is confirmed to match stock

2.4

Stock levels are accurately counted and documented

3

Identify stock discrepancies

3.1

Discrepancies in type, number and quality of stock are accurately recorded and documented

3.2

Possible reasons for discrepancies are identified

3.3

Products stored in inappropriate storage locations are relocated and stock records are adjusted in accordance with workplace procedures

4

Adjust documentation

4.1

Inventory data is reconciled to match warehouse stock in accordance with regulations, workplace practices, policies and procedures

4.2

Information is reconciled with audit requirements

4.3

Workplace documentation is completed

Required Skills

REQUIRED KNOWLEDGE AND SKILLS

This describes the essential knowledge and skills and their level required for this unit.

Required knowledge:

Australian codes and regulations relevant to the coordination of stocktakes

Relevant OH&S and environmental protection procedures and guidelines

Workplace procedures and policies for the coordination of stocktakes

Focus of operation of work systems, equipment, management and site operating systems for the conduct of stocktakes

Workplace processes for records management and the production of stocktake reports

Principles and functions of stocktakes

Problems that may occur when coordinating a stocktake and appropriate action that can be taken

Computer records and documentation requirements for the coordination of stocktakes

Housekeeping standards procedures required in the workplace

Site layout

Required skills:

Communicate effectively with others when coordinating stocktakes

Read and comprehend simple statements in English

Read and interpret instructions, procedures and labels relevant to the coordination of stocktakes

Complete documentation related to the coordination of stocktakes

Work collaboratively with others when coordinating stocktakes

Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others

Promptly report and/or rectify any identified problems that may occur when coordinating stocktakes in accordance with regulatory requirements and workplace procedures

Apply precautions and required action to minimise, control or eliminate hazards that may exist during work activities

Monitor work activities in terms of planned schedule

Modify activities depending on differing operational contingencies, risk situations and environments

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

Operate and adapt to differences in stock and equipment in accordance with standard operating procedures

Select and use required personal protective equipment conforming to industry and OH&S standards

Select and use relevant communications, computing and office equipment when coordinating stocktakes

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:

the underpinning knowledge and skills

relevant legislation and workplace procedures

other relevant aspects of the range statement

Context of and specific resources for assessment

Performance is demonstrated consistently over a period of time and in a suitable range of contexts

Resources for assessment include:

a range of relevant exercises, case studies and other simulated practical and knowledge assessment, and/or

access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments, access is required to:

relevant and appropriate materials and/or equipment, and/or

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

Method of assessment

Assessment of this unit must be undertaken by a registered training organisation

As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests

Practical assessment must occur:

through appropriately simulated activities at the registered training organisation, and/or

in an appropriate range of situations in the workplace


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.

Work may be conducted:

in a range of work environments

by day or night

Customers may be:

internal or external

Workplaces may comprise:

large, medium or small worksites

Work may be conducted in:

restricted spaces

exposed conditions

controlled or open environments

Equipment used in stocktaking may include:

calculators

scanners

hand-held computers

Inventory systems may be:

automated

manual

paper-based

computerised

microfiche

Categories or groups of products/stock may include:

small parts

perishable goods

overseas export

dangerous goods

refrigerated products

temperature controlled stock

fragile goods

The characteristics of products/stock may include:

small parts

toxicity

flammability

form

weight

size

state

perishability

fragility

security risk

Labelling systems may include:

batch code

bar code

identification numbering systems

serial numbers

symbols for safe handling

ADG and HAZCHEM Codes

Hazards in the work area may include:

chemicals

dangerous or hazardous substances

movements of equipment, goods and materials

oil or water on floor

a fire or explosion

damaged packaging or pallets

debris on floor

faulty racking

poorly stacked pallets

faulty equipment

Communication in the work area may include:

phone

electronic data interchange (EDI)

fax

email

internet

RF systems

oral, aural or signed communications

Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:

company procedures

enterprise procedures

organisational procedures

established procedures

Personal protective equipment may include:

gloves

safety headwear and footwear

safety glasses

two-way radios

high visibility clothing

Consultative processes may involve:

other employees and supervisors

suppliers, customers and clients

relevant authorities and institutions

management and union representatives

industrial relations and OH&S specialists

other maintenance, professional or technical staff

Information/documents may include:

goods identification numbers and codes

manifests, picking slips, merchandise transfers, stock requisitions and bar codes

codes of practice and regulations relevant to the identification, handling and stacking of goods

Australian and international regulations and codes of practice for the handling, stacking and transport of dangerous goods and hazardous substances

operations manuals, job specifications and induction documentation

manufacturers specifications for equipment

workplace procedures and policies

supplier and/or client instructions

dangerous goods declarations and material safety data sheets (where applicable)

award, enterprise bargaining agreement, other industrial arrangements

relevant Australian standards and certification requirements

quality assurance procedures

emergency procedures

Applicable regulations and legislation may include:

relevant codes and regulations for the packaging of goods

Australian and international regulations and codes of practice for the handling and transport of dangerous goods and hazardous substances, including:

Australian and International Dangerous Goods Codes

Australian and International Explosives Codes

licence, patent or copyright arrangements

water and road use and licence arrangements

export/import/quarantine/bond requirements

relevant state/territory OH&S and environmental protection legislation

workplace relations regulations

workers compensation regulations


Sectors

Not applicable.


Employability Skills

The required outcomes described in this unit of competency contain applicable facets of Employability Skills. The Employability Skills Summary of the qualification in which this competency is packaged will assist in identifying employability skill requirements.


Licensing Information

Not applicable.