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Evidence Guide: TLIA3016 - Use inventory systems to organise stock control

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

TLIA3016 - Use inventory systems to organise stock control

What evidence can you provide to prove your understanding of each of the following citeria?

Identify inventory and stock control systems in use in the workplace

  1. Workplace inventory and stock control equipment, software and systems are identified
  2. Reasons for common database approach to inventory records and documentation in the warehouse are explained
  3. Procedures for identifying and reporting discrepancies or variances are identified
Workplace inventory and stock control equipment, software and systems are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Reasons for common database approach to inventory records and documentation in the warehouse are explained

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Procedures for identifying and reporting discrepancies or variances are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use re-order procedures to maintain stock levels

  1. Stock level maintenance checking is conducted
  2. Stock is re-ordered to meet stock level maintenance requirements in accordance with workplace policies and procedures
  3. Data is accurately entered and extracted from the inventory/records system using appropriate workplace procedures
Stock level maintenance checking is conducted

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stock is re-ordered to meet stock level maintenance requirements in accordance with workplace policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Data is accurately entered and extracted from the inventory/records system using appropriate workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organise cyclical stock counts and report discrepancies or variances

  1. Process for cyclical stock count is planned and work is allocated to team members
  2. Clear directions on tasks to be performed are given
  3. Stocktake activities are conducted in accordance with workplace procedures
  4. Types and causes of record discrepancies are identified
  5. Procedures for noting and correcting minor discrepancies are used
  6. Major discrepancies are reported in accordance with workplace procedures
  7. Workplace documentation is completed
Process for cyclical stock count is planned and work is allocated to team members

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clear directions on tasks to be performed are given

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stocktake activities are conducted in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Types and causes of record discrepancies are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Procedures for noting and correcting minor discrepancies are used

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Major discrepancies are reported in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Workplace documentation is completed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Produce reports on record keeping and inventory functions

  1. Types of reports to be produced from inventory records systems are identified
  2. Reports are produced in accordance with workplace procedures and relevant regulatory requirements
Types of reports to be produced from inventory records systems are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Reports are produced in accordance with workplace procedures and relevant regulatory requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Identify inventory and stock control systems in use in the workplace

1.1

Workplace inventory and stock control equipment, software and systems are identified

1.2

Reasons for common database approach to inventory records and documentation in the warehouse are explained

1.3

Procedures for identifying and reporting discrepancies or variances are identified

2

Use re-order procedures to maintain stock levels

2.1

Stock level maintenance checking is conducted

2.2

Stock is re-ordered to meet stock level maintenance requirements in accordance with workplace policies and procedures

2.3

Data is accurately entered and extracted from the inventory/records system using appropriate workplace procedures

3

Organise cyclical stock counts and report discrepancies or variances

3.1

Process for cyclical stock count is planned and work is allocated to team members

3.2

Clear directions on tasks to be performed are given

3.3

Stocktake activities are conducted in accordance with workplace procedures

3.4

Types and causes of record discrepancies are identified

3.5

Procedures for noting and correcting minor discrepancies are used

3.6

Major discrepancies are reported in accordance with workplace procedures

3.7

Workplace documentation is completed

4

Produce reports on record keeping and inventory functions

4.1

Types of reports to be produced from inventory records systems are identified

4.2

Reports are produced in accordance with workplace procedures and relevant regulatory requirements

Required Skills and Knowledge

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Identify inventory and stock control systems in use in the workplace

1.1

Workplace inventory and stock control equipment, software and systems are identified

1.2

Reasons for common database approach to inventory records and documentation in the warehouse are explained

1.3

Procedures for identifying and reporting discrepancies or variances are identified

2

Use re-order procedures to maintain stock levels

2.1

Stock level maintenance checking is conducted

2.2

Stock is re-ordered to meet stock level maintenance requirements in accordance with workplace policies and procedures

2.3

Data is accurately entered and extracted from the inventory/records system using appropriate workplace procedures

3

Organise cyclical stock counts and report discrepancies or variances

3.1

Process for cyclical stock count is planned and work is allocated to team members

3.2

Clear directions on tasks to be performed are given

3.3

Stocktake activities are conducted in accordance with workplace procedures

3.4

Types and causes of record discrepancies are identified

3.5

Procedures for noting and correcting minor discrepancies are used

3.6

Major discrepancies are reported in accordance with workplace procedures

3.7

Workplace documentation is completed

4

Produce reports on record keeping and inventory functions

4.1

Types of reports to be produced from inventory records systems are identified

4.2

Reports are produced in accordance with workplace procedures and relevant regulatory requirements

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

communicating effectively with others

modifying activities depending on operational contingencies, risk situations and environments

operating and adapting to differences in equipment in accordance with standard operating procedures

reading, interpreting and following relevant instructions, procedures, information and signs

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

selecting and using relevant communications, computing and office equipment

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

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:

applications of different types of inventory systems and stock management approaches

Australian codes and regulations relevant for organising stock control

computer records and documentation requirements for stock control, including forms, checklists and inventory reports

housekeeping standards and procedures

operational inventory systems, equipment, management and site operating systems for controlling stock

principles of operation and functions of inventory systems

workplace procedures and policies for using inventory systems to organise stock control

workplace processes for records management and producing inventory reports.

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.