This unit involves the skills and knowledge required to coordinate pooled equipment.

It includes implementing pooled equipment workplace policies and procedures when coordinating receival, despatch, issue and dehire. It also includes coordinating pooled equipment stocktake and completing pooled equipment records and data entry.

Work is performed with limited supervision within a team environment.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Implement pooled equipment workplace procedures

1.1

Pooled equipment is identified and monitored in accordance with workplace procedures

1.2

Hazards are identified, risks assessed and control measures implemented

1.3

Movement of pooled equipment is undertaken in accordance with safe work practices

1.4

Transport activities are monitored to ensure safe work practices

2

Coordinate receive, despatch, issue and dehire ofpooled equipment

2.1

Receival, despatch, issue and dehire pooled equipment, including exchange on and exchange off is coordinated in accordance with workplace procedures

2.2

Pooled equipment documentation is checked for quantity, type, date, receiver and order reference accuracy and any discrepancies reported as a non-conformance in accordance with workplace procedures

2.3

Effective communication is undertaken with relevant persons

3

Coordinate pooled equipment stocktake

3.1

Pooled equipment to be counted and appropriate inventory systems are identified

3.2

Required resources, including equipment and record keeping systems are identified

3.3

Allocated tasks, zones and work requirements are identified

3.4

Sequencing of work activities is planned in a time effective manner

3.5

Pooled equipment stocktake or cyclical counts are undertaken in accordance with workplace policies and procedures

3.6

Pooled equipment inventory data is interpreted

3.7

Pooled equipment inventory data is confirmed to match stock

3.8

Pooled equipment stock levels are accurately counted and documented

3.9

Stocktake is scheduled in accordance with workplace procedure and equipment requirements

4

Complete pooled equipment records and data entry

4.1

Pooled equipment records are updated in accordance with workplace procedure

4.2

Document flow is maintained to ensure accuracy

4.3

Record management storage and retrieval systems are maintained

4.4

Optimum inventory is maintained

4.5

Non-conformance reports are actioned in accordance with workplace procedures

4.6

Unprocessed transactions are followed up, negotiated and resolved with relevant parties

4.7

Invoice reconciliation is completed accurately and within required timeframes

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 pooled equipment policies, procedures and terms of conditions

applying precautions and required action to minimise, control or eliminate identified hazards

applying security procedures for pooled equipment

communicating effectively in accordance with workplace procedures

completing and checking documentation for correct quantity, type, date, receiver and order reference

completing relevant documentation

identifying and counting pooled equipment, including pallet docket, consignment note or manifest

maintaining marketplace rules or trading terms for pooled equipment transfer requirements

modifying activities depending on operational contingencies, risk situations and environments

monitoring unprocessed transactions and undertaking appropriate actions in accordance with workplace procedures

moving pooled equipment in accordance with safe work practice and workplace procedures

operating pooled equipment inventory system and control system

planning effective movement of pooled equipment, including opportunities to add value

reconciling pooled equipment transactions using supplied record

reporting pooled equipment key performance indicators (KPIs), including physical count, on hire balance and variances

transferring pooled equipment in accordance with workplace procedures, including equipment exchange, IOU, rejected stock and equipment

undertaking contingency procedures for missing records or damaged equipment

undertaking pooled equipment inspection

undertaking pooled equipment stocktake in accordance with workplace procedures

undertaking quarantine of damaged pooled equipment

undertaking receival, despatch, issue and dehire pooled equipment, including exchange on and exchange off

updating records, including data entry or manual records, using relevant infotechnology.

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:

booking processes

claims management

delegation of authority workplace policies and procedures

marketplace rules or trading terms for pooled equipment transfer requirements

pooled equipment management system

pooled equipment terms, including exchange, issue, dehire, IOU, transfer off, in transit days, transfer on, Pallet Transfer Authority, delay days, missing docket forms and non-conformance

rejection processes and procedures

required records

workplace inventory management system

workplace policies and procedures, including terms of conditions for pooled equipment.

Assessors must hold credentials specified within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must satisfy the Principles of Assessment and Rules of Evidence and all regulatory requirements included within 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 must include:

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

relevant and appropriate materials, tools, equipment and personal protective equipment (PPE) currently used in industry

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

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Supply chain sector.

B ‒ Equipment Checking and Maintenance