Work may be undertaken in various contexts within the transport and distribution industry but has particular application in a storage facility such as a warehouse.

The unit generally applies to those who provide leadership of others individually or in teams.

This unit is normally packaged at AQF IV or above.

ELEMENT

PERFORMANCE CRITERIA

1Plan and prepare safety stock levels

1.1 Determined optimum safety stock levels are maintained to ensure constant productivity

1.2 Purchase, receipt, storage and issue of stock is undertaken when required

1.3 Safety stock is valued using the nominated valuation method, if required

1.4 Safety stock rotation procedures are implemented

2Maintain safety stock levels

2.1 Records are checked against stock and continuously adjusted and updated when required

2.2 Safety stock levels are maintained according to organisation policy and procedures and safety stock plan

2.3 Records are stored for future access

2.4 Safety stock levels are reconciled with paperwork and any discrepancies are rectified or reported to nominated person/section within designated timelines

3Review safety stock system

3.1 Safety stock records are reviewed for discrepancies regarding target outcomes

3.2 Improvements of safety stock system reviewed with all variables affecting discrepancies identified

3.3 Required improvements are reported according to organisation's policy and procedures

REQUIRED KNOWLEDGE AND SKILLS

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

Required knowledge:

Relevant sections of national and state or territory regulatory requirements and codes of practice

Definitions of commonly used terminology such as lead time, lead time demand, forecast, demand history, order cycle

Procedures for operating electronic communications equipment

Requirements for completing relevant documentation including commonly used methods to estimate required safety stock levels

Code of practice for working collaboratively with others

Typical problems that can occur and related action that should be taken

Procedures for identifying any problems with the safety stock system in use

Principles, purpose and location of controls, monitoring devices, and systems

Steps involved in planning the work activities

Required skills:

Communicate effectively with others when completing work activities

Read and interpret instructions, procedures, information and signs relevant to work activities

Interpret and follow operational instructions and prioritise work

Complete documentation related to work activities

Operate electronic communication equipment to required protocol

Work collaboratively with others

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

Implement contingency plans for unplanned events

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

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

Monitor work activities in terms of planned schedule

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/or 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 equipment, and

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 activities in an appropriately simulated environment at the registered training organisation, and/or

in an appropriate range of situations in the workplace

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance.

Rectifying discrepancies may include:

updating records to show correct amount

adjusting financial accounting records

adjusting stock records

informing supervisor or appropriate person

Stock discrepancies may include:

theft or pilferage

breakage or other damage

deterioration of the product

error in recording

failure to check incoming stock against delivery docket

obsolescence resulting in stock having to be discarded

Depending on the organisation concerned, workplace procedures may be called:

standard operating procedures (SOPs)

company procedures

enterprise procedures

organisational procedures

established procedures

Communication in the work area may include:

phone

electronic data interchange (EDI)

fax

email

internet

RF systems

oral, aural or signed communications

Consultative processes may involve:

other employees and supervisors

suppliers of storage equipment

relevant authorities and institutions

management and union representatives

industrial relations and OH&S specialists

Documentation and records may include:

relevant regulations and codes of practice, including ADG code and safeworking and local authority regulations and procedures

relevant OH&S and environmental protection regulations

workplace policies and procedures related safety stock systems

quality assurance procedures

operations manuals, job specifications and induction documentation

manufacturers specifications for equipment

technical instructions

dangerous goods declarations and material safety data sheets, where applicable

stock records

relevant Australian Standards and certification requirements

Applicable legislation and regulations may include:

Australian and international regulations and codes of practice for the storage and or transport of dangerous goods and hazardous substances

relevant state/territory OH&S and environmental protection legislation

This unit contains employability skills.