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Evidence Guide: TLIA5058 - Manage facility and inventory requirements

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

 

TLIA5058 - Manage facility and inventory requirements

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

Identify space requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organisational medium-term and long-term storage needs are assessed to facilitate planning, in accordance with the enterprise business plan and legislative requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Product type, picking frequencies, value, fragility, weight, handling characteristics, quantity and holding periods are assessed to consider type and amount of storage

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Facility is assessed to determine stock holding and handling requirements for each inventory item

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Volume requirements are calculated to ensure ongoing stock holding needs are met

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Total space requirement is calculated and used to formulate a space utilisation plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify safety and security requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessment is made of risks to ensure maximum safety and security for personnel, stock and facilities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Storage handling security and incident/emergency procedures for each class or type of product are identified and documented

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Fire prevention and firefighting systems are identified in accordance with building code regulations and storage material requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evacuation plan is developed in accordance with the enterprise safety program

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and implement documentation system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

System for recording and tracing stock location, receival, throughput and despatch is developed and implemented to enable reporting, quality assurance and financial requirements to be met

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

System for recording communication with carriers, customers and employees is developed and implemented to assess operational effectiveness and to provide data for system improvement

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Design storage zones

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Space requirements and equipment operation are accurately assessed to facilitate warehouse zone planning

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessment is made of the facility to enable the most effective use of available space

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Positioning of storage areas, bays, work stations and the like is undertaken in accordance with planning process data

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provision for maintenance and cleaning is catered for

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate facility utilisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Continual system of review is used involving regular checks to ensure storage areas and systems are functioning at optimum levels

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Receiving and despatching systems are assessed to ensure they provide efficient operations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Storage and handling systems are assessed to ensure they provide ease of access and comply with ergonomic principles

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Product handling and storage process are assessed to ensure minimisation of product damage, contamination and stock losses

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Flexibility of facility layout to meet changing storage and handling requirements is maintained

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Appropriate reporting systems are established and used to capture and maintain data to design improved facilities and systems

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 space requirements

1.1

Organisational medium-term and long-term storage needs are assessed to facilitate planning, in accordance with the enterprise business plan and legislative requirements

1.2

Product type, picking frequencies, value, fragility, weight, handling characteristics, quantity and holding periods are assessed to consider type and amount of storage

1.3

Facility is assessed to determine stock holding and handling requirements for each inventory item

1.4

Volume requirements are calculated to ensure ongoing stock holding needs are met

1.5

Total space requirement is calculated and used to formulate a space utilisation plan

2

Identify safety and security requirements

2.1

Assessment is made of risks to ensure maximum safety and security for personnel, stock and facilities

2.2

Storage handling security and incident/emergency procedures for each class or type of product are identified and documented

2.3

Fire prevention and firefighting systems are identified in accordance with building code regulations and storage material requirements

2.4

Evacuation plan is developed in accordance with the enterprise safety program

3

Develop and implement documentation system

3.1

System for recording and tracing stock location, receival, throughput and despatch is developed and implemented to enable reporting, quality assurance and financial requirements to be met

3.2

System for recording communication with carriers, customers and employees is developed and implemented to assess operational effectiveness and to provide data for system improvement

4

Design storage zones

4.1

Space requirements and equipment operation are accurately assessed to facilitate warehouse zone planning

4.2

Assessment is made of the facility to enable the most effective use of available space

4.3

Positioning of storage areas, bays, work stations and the like is undertaken in accordance with planning process data

4.4

Provision for maintenance and cleaning is catered for

5

Evaluate facility utilisation

5.1

Continual system of review is used involving regular checks to ensure storage areas and systems are functioning at optimum levels

5.2

Receiving and despatching systems are assessed to ensure they provide efficient operations

5.3

Storage and handling systems are assessed to ensure they provide ease of access and comply with ergonomic principles

5.4

Product handling and storage process are assessed to ensure minimisation of product damage, contamination and stock losses

5.5

Flexibility of facility layout to meet changing storage and handling requirements is maintained

5.6

Appropriate reporting systems are established and used to capture and maintain data to design improved facilities and systems

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 space requirements

1.1

Organisational medium-term and long-term storage needs are assessed to facilitate planning, in accordance with the enterprise business plan and legislative requirements

1.2

Product type, picking frequencies, value, fragility, weight, handling characteristics, quantity and holding periods are assessed to consider type and amount of storage

1.3

Facility is assessed to determine stock holding and handling requirements for each inventory item

1.4

Volume requirements are calculated to ensure ongoing stock holding needs are met

1.5

Total space requirement is calculated and used to formulate a space utilisation plan

2

Identify safety and security requirements

2.1

Assessment is made of risks to ensure maximum safety and security for personnel, stock and facilities

2.2

Storage handling security and incident/emergency procedures for each class or type of product are identified and documented

2.3

Fire prevention and firefighting systems are identified in accordance with building code regulations and storage material requirements

2.4

Evacuation plan is developed in accordance with the enterprise safety program

3

Develop and implement documentation system

3.1

System for recording and tracing stock location, receival, throughput and despatch is developed and implemented to enable reporting, quality assurance and financial requirements to be met

3.2

System for recording communication with carriers, customers and employees is developed and implemented to assess operational effectiveness and to provide data for system improvement

4

Design storage zones

4.1

Space requirements and equipment operation are accurately assessed to facilitate warehouse zone planning

4.2

Assessment is made of the facility to enable the most effective use of available space

4.3

Positioning of storage areas, bays, work stations and the like is undertaken in accordance with planning process data

4.4

Provision for maintenance and cleaning is catered for

5

Evaluate facility utilisation

5.1

Continual system of review is used involving regular checks to ensure storage areas and systems are functioning at optimum levels

5.2

Receiving and despatching systems are assessed to ensure they provide efficient operations

5.3

Storage and handling systems are assessed to ensure they provide ease of access and comply with ergonomic principles

5.4

Product handling and storage process are assessed to ensure minimisation of product damage, contamination and stock losses

5.5

Flexibility of facility layout to meet changing storage and handling requirements is maintained

5.6

Appropriate reporting systems are established and used to capture and maintain data to design improved facilities and systems

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 hazards that may exist during work activities

applying relevant legislation and workplace procedures

communicating and working effectively with others when managing facility and inventory requirements

developing and implementing contingency plans

prioritising work and coordinating the work of others

providing leadership to others when managing facilities and inventory requirements

reading and interpreting plans, diagrams, regulations, codes of practice and other documentation relevant to managing facilities and inventory requirements

reporting and/or rectifying identified problems promptly

selecting and applying appropriate technology, information systems and procedures when managing facility and inventory 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 and include knowledge of:

emergency procedures

enterprise business policies and plans including procedures for facility operations

operational warehouse systems, resources, management and workplace operating systems

principles, purpose and location of controls, monitoring devices and systems

procedures for managing and controlling hazardous situations when carrying out work activities, particularly those that relate to storing materials

procedures for operating electronic communications equipment

relevant sections of national and state/territory regulatory requirements and codes of practice, including applicable facility fire safety and building regulations

requirements for completing relevant documentation

selection and appropriate application of technology, information systems and procedures

throughput and storage requirements for specific types of inventory.

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.