TLIR4008
Implement and supervise stocktaking procedures


Application

This unit involves the skills and knowledge required to implement and supervise stocktaking procedures in various contexts within the transport and logistics industry.

It includes monitoring and maintaining stock records, implementing stocktaking and stock rotation processes, and identifying stock losses.

The unit generally applies to those who lead individuals or teams.

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


Elements and Performance Criteria

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Maintain stock records

1.1

Stock levels and records are monitored and maintained at required levels

1.2

Stock reorder cycles are monitored, maintained and adjusted as required

1.3

Stock storage and movement records are maintained in accordance with organisational policy

2

Implement stocktaking and stock rotation processes

2.1

Relevant policies and procedures for stocktaking and cyclical counts are interpreted and explained to team members

2.2

Stocktaking tasks are allocated to individual team members

2.3

Team members are provided with clear directions for the performance of each task and supervised

2.4

Stocktaking and stock rotation procedures are implemented

3

Identify stock losses

3.1

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

3.2

Avoidable losses are identified and potential reasons are established

3.3

Possible solutions to avoidable losses are recommended and implemented

3.4

Accurate reports on stocktake data, including discrepancies, are produced for management

Evidence of Performance

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 relevant legislation and workplace procedures when undertaking stocktake

communicating and working effectively with others

completing relevant documentation

implementing contingency plans

monitoring work activities in terms of planned schedule

operating equipment in accordance with standard operating procedures

reading, interpreting and following relevant instructions, procedures and signs

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


Evidence of Knowledge

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:

procedures for identifying and recording discrepancies and/or damage

procedures for operating electronic communications equipment

relevant sections of national, state/territory legislative and regulatory requirements, and codes of practice

requirements for completing relevant documentation

stock control

stock replenishment/reorder procedures.


Assessment Conditions

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

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

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


Foundation Skills

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


Range Statement

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.


Sectors

Not applicable.


Competency Field

R – Contract Procurement