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Evidence Guide: TLIA3038 - Control and order stock

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

 

TLIA3038 - Control and order stock

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

Maintain stock levels and records

  1. Stock levels are monitored and maintained at levels prescribed by workplace specifications
  2. Stock security systems are monitored and adjusted as required
  3. Stock re-order cycles are maintained, monitored and adjusted as required
  4. Colleagues are informed about their individual responsibilities for recording stock
  5. Stock storage and movement records are maintained in accordance with workplace procedures
  6. Stock performance is monitored and fast/slow moving items are identified and reported in accordance with workplace procedures
Stock levels are monitored and maintained at levels prescribed by workplace specifications

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stock security systems are monitored and adjusted as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stock re-order cycles are maintained, monitored and adjusted as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Colleagues are informed about their individual responsibilities for recording stock

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stock storage and movement records are maintained in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stock performance is monitored and fast/slow moving items are identified and reported in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organise and administer stocktakes

  1. Stocktakes are organised at the appropriate time and responsibilities are allocated to staff
  2. Accurate reports on stocktake data are produced within designated timelines
Stocktakes are organised at the appropriate time and responsibilities are allocated to staff

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Accurate reports on stocktake data are produced within designated timelines

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify stock losses

  1. Losses are accurately identified, recorded and assessed against potential loss as forecast, on a regular basis
  2. Identified losses are reported in accordance with workplace procedures
  3. Avoidable losses are identified, reasons are established, and appropriate solutions are recommended and implemented to prevent future avoidable losses
Losses are accurately identified, recorded and assessed against potential loss as forecast, on a regular basis

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identified losses are reported in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Avoidable losses are identified, reasons are established, and appropriate solutions are recommended and implemented to prevent future avoidable losses

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Process stock orders

  1. Orders for stock are accurately processed in accordance with workplace procedures
  2. Stock ordering and recording systems are accurately maintained
  3. Purchase and supply agreements are correctly used and appropriate details are recorded
  4. Negotiated purchase and supply agreements are recorded accurately and filed for retrieval
Orders for stock are accurately processed in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stock ordering and recording systems are accurately maintained

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Purchase and supply agreements are correctly used and appropriate details are recorded

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Negotiated purchase and supply agreements are recorded accurately and filed for retrieval

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Follow up orders

  1. Delivery process is monitored to meet agreed deadlines
  2. Appropriate liaison is undertaken with colleagues and suppliers to ensure continuity of supply
  3. Routine supply problems are followed up or referred to the appropriate person in accordance with workplace policy
  4. Stock is distributed in accordance with agreed allocations
Delivery process is monitored to meet agreed deadlines

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Appropriate liaison is undertaken with colleagues and suppliers to ensure continuity of supply

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Routine supply problems are followed up or referred to the appropriate person in accordance with workplace policy

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Stock is distributed in accordance with agreed allocations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete documentation

  1. Required records and documentation are confirmed
  2. Required records and documentation are completed clearly and proofread
  3. Required records and documentation are processed in accordance with workplace procedures
Required records and documentation are confirmed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Required records and documentation are completed clearly and proofread

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Required records and documentation are processed in accordance with workplace procedures

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

Maintain stock levels and records

1.1

Stock levels are monitored and maintained at levels prescribed by workplace specifications

1.2

Stock security systems are monitored and adjusted as required

1.3

Stock re-order cycles are maintained, monitored and adjusted as required

1.4

Colleagues are informed about their individual responsibilities for recording stock

1.5

Stock storage and movement records are maintained in accordance with workplace procedures

1.6

Stock performance is monitored and fast/slow moving items are identified and reported in accordance with workplace procedures

2

Organise and administer stocktakes

2.1

Stocktakes are organised at the appropriate time and responsibilities are allocated to staff

2.2

Accurate reports on stocktake data are produced within designated timelines

3

Identify stock losses

3.1

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

3.2

Identified losses are reported in accordance with workplace procedures

3.3

Avoidable losses are identified, reasons are established, and appropriate solutions are recommended and implemented to prevent future avoidable losses

4

Process stock orders

4.1

Orders for stock are accurately processed in accordance with workplace procedures

4.2

Stock ordering and recording systems are accurately maintained

4.3

Purchase and supply agreements are correctly used and appropriate details are recorded

4.4

Negotiated purchase and supply agreements are recorded accurately and filed for retrieval

5

Follow up orders

5.1

Delivery process is monitored to meet agreed deadlines

5.2

Appropriate liaison is undertaken with colleagues and suppliers to ensure continuity of supply

5.3

Routine supply problems are followed up or referred to the appropriate person in accordance with workplace policy

5.4

Stock is distributed in accordance with agreed allocations

6

Complete documentation

6.1

Required records and documentation are confirmed

6.2

Required records and documentation are completed clearly and proofread

6.3

Required records and documentation are processed in accordance with workplace procedures

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

Maintain stock levels and records

1.1

Stock levels are monitored and maintained at levels prescribed by workplace specifications

1.2

Stock security systems are monitored and adjusted as required

1.3

Stock re-order cycles are maintained, monitored and adjusted as required

1.4

Colleagues are informed about their individual responsibilities for recording stock

1.5

Stock storage and movement records are maintained in accordance with workplace procedures

1.6

Stock performance is monitored and fast/slow moving items are identified and reported in accordance with workplace procedures

2

Organise and administer stocktakes

2.1

Stocktakes are organised at the appropriate time and responsibilities are allocated to staff

2.2

Accurate reports on stocktake data are produced within designated timelines

3

Identify stock losses

3.1

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

3.2

Identified losses are reported in accordance with workplace procedures

3.3

Avoidable losses are identified, reasons are established, and appropriate solutions are recommended and implemented to prevent future avoidable losses

4

Process stock orders

4.1

Orders for stock are accurately processed in accordance with workplace procedures

4.2

Stock ordering and recording systems are accurately maintained

4.3

Purchase and supply agreements are correctly used and appropriate details are recorded

4.4

Negotiated purchase and supply agreements are recorded accurately and filed for retrieval

5

Follow up orders

5.1

Delivery process is monitored to meet agreed deadlines

5.2

Appropriate liaison is undertaken with colleagues and suppliers to ensure continuity of supply

5.3

Routine supply problems are followed up or referred to the appropriate person in accordance with workplace policy

5.4

Stock is distributed in accordance with agreed allocations

6

Complete documentation

6.1

Required records and documentation are confirmed

6.2

Required records and documentation are completed clearly and proofread

6.3

Required records and documentation are processed in accordance with workplace procedures

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:

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

applying relevant legislation and workplace procedures

communicating and working effectively with others

monitoring stock levels

reading and interpreting relevant instructions, procedures and labels

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

selecting and using relevant communications and computing 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:

contacts and sources of information and documentation needed when controlling and ordering stock

customer service policies and procedures

how to interpret workplace specifications and orders for supplies

principles of stock control

problems that may occur and appropriate action that can be taken to resolve these problems

procedures for ordering stock

protocols and procedures for liaising with supplier representatives, drivers and colleagues using appropriate technology

relevant codes of practice and legislative requirements (for example dangerous goods regulations, health and hygiene regulations)

site layout

stock control documentation and systems used in workplace stores

stock security systems

systems for completing relevant records and documentation.

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.