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Evidence Guide: TLIA5807A - 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

 

TLIA5807A - Manage facility and inventory requirements

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

Identify space requirements

  1. The medium-term and long-term storage needs of the organisation are assessed to facilitate planning in accordance with the business plan of the enterprise and legislative requirements
  2. Product type, picking frequencies, value, fragility, weight, handling characteristics, quantity and holding periods are assessed to consider type and amount of storage
  3. Facility is assessed to determine the stock holding and handling requirements for each inventory item
  4. Volume requirements are calculated to ensure that ongoing stock holding needs are met
  5. The total space requirement is calculated and used to formulate plan for space utilisation
The medium-term and long-term storage needs of the organisation are assessed to facilitate planning in accordance with the business plan of the enterprise 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 the stock holding and handling requirements for each inventory item

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

The total space requirement is calculated and used to formulate plan for space utilisation

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify safety and security requirements

  1. An assessment is made of risks to ensure maximum safety and security for personnel, stock and facilities
  2. Storage handling security and incident/emergency procedures for each class or type of product are identified and documented
  3. Fire prevention and firefighting systems are identified in accordance with building code regulations and storage material requirements
  4. An evacuation plan is developed in accordance with the safety program of the enterprise
An 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:

 

 

 

 

 

 

 

An evacuation plan is developed in accordance with the safety program of the enterprise

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop documentation system

  1. A 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
  2. A system for recording communication with carriers, customers and employees is developed and implemented to assess operational effectiveness and to provide data for system improvement
A 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:

 

 

 

 

 

 

 

A 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

  1. Space requirements and equipment operation are accurately assessed to facilitate the planning of warehouse zones
  2. An assessment is made of the facility to enable the most effective use of available space
  3. Positioning of storage areas, bays, work stations and the like is undertaken in accordance with data obtained from the planning process
  4. Provision for maintenance and cleaning is catered for
Space requirements and equipment operation are accurately assessed to facilitate the planning of warehouse zones

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

An 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 data obtained from the planning process

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Provision for maintenance and cleaning is catered for

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Evaluate facility utilisation

  1. A continual system of review is used involving regular checks to ensure storage areas and systems are functioning at optimum levels
  2. Receiving and despatch systems provide efficient operations
  3. Storage and handling systems provide ease of access and comply with ergonomic principles
  4. Product handling and storage minimises product damage, contamination and stock losses
  5. Facility layout remains sufficiently flexible to meet changing storage and handling requirements
  6. Appropriate reporting systems are established and used to maintain data for the design of improved facilities and systems
A 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 despatch systems provide efficient operations

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Storage and handling systems provide ease of access and comply with ergonomic principles

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Product handling and storage minimises product damage, contamination and stock losses

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Facility layout remains sufficiently flexible to meet changing storage and handling requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Appropriate reporting systems are established and used to maintain data for the design of improved facilities and systems

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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 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/or equipment, and/or

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 appropriately simulated activities at the registered training organisation, and/or

in an appropriate range of situations in the workplace

Required Skills and Knowledge

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, including knowledge of fire safety and building regulations applicable to the facility

Relevant OH&S and environmental procedures and regulations

Focus of operation of warehouse systems, resources, management and workplace operating systems

Enterprise business policies and plans including procedures for operations of the facility

Throughput and storage requirements for specific types of inventory

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

Selection and appropriate application of technology, information systems and procedures

Procedures for operating electronic communications equipment

Requirements for completing relevant documentation

Procedures for managing and controlling hazardous situations when carrying out work activities, particularly those that relate to the storage of materials

Procedures to be followed in the event of an emergency

Required skills:

Communicate effectively with others when managing facility and inventory requirements

Read and interpret plans, diagrams, regulations, codes of practice and other documentation relevant to the management of facilities and inventory requirements

Provide leadership to others when managing facilities and inventory requirements

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

Promptly report and or rectify any identified problems that may arise during the planning and management of facilities and inventory requirements

Develop and implement contingency plans for unplanned events which may arise during the management of facilities and inventory requirements

Prioritise work and coordinate the work of others

Apply precautions and required action to minimise, control or eliminate hazards that may exist during work activities

Select and apply appropriate technology, information systems and procedures when managing facility and inventory requirements

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.

The workplace environment may involve:

twenty four hour operation

single and multi site location

large, medium and small companies

Depending on the organisation concerned, workplace procedures may be called:

standard operating procedures (SOPs)

company procedures

enterprise procedures

organisational procedures

established procedures

Communication in the work area may include:

phone

electronic data interchange (EDI)

fax

email

internet

RF systems

oral, aural or signed communications

Consultative processes may involve:

other employees and supervisors

relevant authorities and institutions

management and union representatives

industrial relations and OH&S specialists

customers and suppliers

other professional or technical staff, contractors and maintenance personnel

Documentation and records may include:

regulations and codes of practice relevant to the functions of a storage facility, including the ADG code, fire safety and firefighting regulations, building code regulations, storage and handling procedures, and security procedures relevant to the specific facility

relevant OH&S and environmental protection regulations

quality assurance procedures

emergency procedures, particularly in relation to fire and evacuation

operations manuals, job specifications and induction documentation

relevant Australian Standards and certification requirements

Applicable legislation and regulations may include:

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

building codes, fire safety and firefighting codes and regulations