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Evidence Guide: TLIA3023 - Coordinate stocktakes

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

 

TLIA3023 - Coordinate stocktakes

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

Plan stocktake

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Goods to be counted and appropriate inventory systems are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Required resources including equipment, record keeping systems and personnel are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Team members are instructed and assisted

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Team members are allocated to particular tasks and zones and given clear directions for work requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stocktake sequence and operations are planned in a time effective manner

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Coordinate stocktake

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stocktaking and cyclical counts are coordinated in accordance with workplace policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Inventory data is interpreted

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Inventory data is confirmed to match stock

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stock levels are accurately counted and documented

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify stock discrepancies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Discrepancies in type, number and quality of stock are accurately recorded and documented

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Possible reasons for discrepancies are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Products stored in inappropriate storage locations are relocated and stock records are adjusted in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Adjust documentation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Inventory data is reconciled to match warehouse stock in accordance with regulations, workplace practices, policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Information is reconciled with audit requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Workplace documentation is completed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

Elements describe the essential outcomes.

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

1

Plan stocktake

1.1

Goods to be counted and appropriate inventory systems are identified

1.2

Required resources including equipment, record keeping systems and personnel are identified

1.3

Team members are instructed and assisted

1.4

Team members are allocated to particular tasks and zones and given clear directions for work requirements

1.5

Stocktake sequence and operations are planned in a time effective manner

2

Coordinate stocktake

2.1

Stocktaking and cyclical counts are coordinated in accordance with workplace policies and procedures

2.2

Inventory data is interpreted

2.3

Inventory data is confirmed to match stock

2.4

Stock levels are accurately counted and documented

3

Identify stock discrepancies

3.1

Discrepancies in type, number and quality of stock are accurately recorded and documented

3.2

Possible reasons for discrepancies are identified

3.3

Products stored in inappropriate storage locations are relocated and stock records are adjusted in accordance with workplace procedures

4

Adjust documentation

4.1

Inventory data is reconciled to match warehouse stock in accordance with regulations, workplace practices, policies and procedures

4.2

Information is reconciled with audit requirements

4.3

Workplace documentation is completed

Required Skills and Knowledge

Elements describe the essential outcomes.

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

1

Plan stocktake

1.1

Goods to be counted and appropriate inventory systems are identified

1.2

Required resources including equipment, record keeping systems and personnel are identified

1.3

Team members are instructed and assisted

1.4

Team members are allocated to particular tasks and zones and given clear directions for work requirements

1.5

Stocktake sequence and operations are planned in a time effective manner

2

Coordinate stocktake

2.1

Stocktaking and cyclical counts are coordinated in accordance with workplace policies and procedures

2.2

Inventory data is interpreted

2.3

Inventory data is confirmed to match stock

2.4

Stock levels are accurately counted and documented

3

Identify stock discrepancies

3.1

Discrepancies in type, number and quality of stock are accurately recorded and documented

3.2

Possible reasons for discrepancies are identified

3.3

Products stored in inappropriate storage locations are relocated and stock records are adjusted in accordance with workplace procedures

4

Adjust documentation

4.1

Inventory data is reconciled to match warehouse stock in accordance with regulations, workplace practices, policies and procedures

4.2

Information is reconciled with audit requirements

4.3

Workplace documentation is completed

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

applying relevant legislation and workplace procedures

communicating and working effectively with others

modifying activities depending on operational contingencies, risk situations and environments

monitoring work activities in terms of planned schedule

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

reading and interpreting relevant instructions, procedures and labels

selecting and using relevant communications, computing and office equipment

selecting and using required personal protective equipment conforming to industry and work health and safety (WHS)/occupational health and safety (OHS) standards.

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:

Australian codes and regulations relevant to coordinating stocktakes

computer records and documentation requirements for coordinating stocktakes

housekeeping standards and procedures

operational work systems, equipment, management and site operating systems for conducting stocktakes

principles and functions of stocktakes

problems that may occur when coordinating a stocktake and appropriate action that can be taken

relevant WHS/OHS and environmental protection procedures and guidelines

site layout

workplace procedures and policies for coordinating stocktakes

workplace processes for records management and producing stocktake 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.