TLIR4008A
Implement and supervise stocktaking procedures

This unit involves the skills and knowledge required to implement and monitor stocktaking procedures. It includes maintaining stock records; implementing stocktaking and stock rotation; and identifying stock losses. Licensing, legislative, regulatory or certification requirements are applicable to this unit.

Application

Work may be undertaken in various contexts within the transport and logistics industry.

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.


Prerequisites

Not Applicable


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

1Maintain 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 line with organisation's policy

2Implement stocktaking and stock rotation processes

2.1 Policies and procedures in regard to 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

3Identify 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 reasons 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

Required Skills

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

Relevant OH&S and environmental procedures and regulations

Safe handling of specific dangerous goods (as relevant for enterprise)

Stock control

Stock replenishment/reorder procedures

Procedures fo identifying and recording discrepancies/damage

Procedures for operating electronic communications equipment

Requirements for completing relevant documentation

Required skills:

Communicate effectively with others when supervising a team of people involved in stocktaking

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

Complete documentation related to work activities including stocktake documentation

Work collaboratively with others

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

Promptly report and/or rectify any identified problems, faults or malfunctions in accordance with regulatory requirements and workplace procedures

Implement contingency plans for unplanned events

Monitor work activities in terms of planned schedule

Operate equipment in accordance with standard operating procedures

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/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


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.

Categories or groups of products or stock may include:

small parts

perishable goods

goods for overseas export

dangerous goods

temperature controlled stock

fragile goods

Communication in the work area may include:

phone

electronic data interchange (EDI)

fax

email

internet

RF systems

oral, aural or signed communications

Documentation and records may include:

policy and procedures for receipt and despatch of goods

procedures for stocktake

manufacturers specifications and/or supplier handling and storage advice

material safety data sheets

industry codes of practice

legislation and statutory requirements

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

relevant OH&S and environmental protection regulations

quality assurance procedures

dangerous goods declarations and material safety data sheets, where applicable

Applicable legislation and regulations may include:

relevant regulations, codes and safeworking systems for the use and checking of stock

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

relevant state/territory OH&S and environmental protection legislation

workplace relations regulations

safe disposal of out-of-date stocks


Sectors

Not Applicable


Employability Skills

This unit contains employability skills.


Licensing Information

Refer to Unit Descriptor