Unit of competency details

Unit Descriptor 

This unit involves the skills and knowledge required to prepare workplace documents and forms in accordance with workplace requirements and any applicable regulations/codes including planning and preparing a simple workplace document such as a letter or report, and gathering relevant information enabling the completion of a workplace form. Licensing, legislative, regulatory or certification requirements are applicable to this unit.

Application of the Unit 

Work must be carried out in accordance with the workplace requirements concerning the preparation of workplace documents/forms.

Work is performed under some supervision generally within a team environment. It involves the application of workplace procedures and the basic principles of report writing to the preparation of workplace documents/forms as part of work activities in the transport, stevedoring, warehousing, distribution and/or storage industries.

Employability Skills 

This unit contains employability skills.

Elements describe the essential outcomes of a unit of competency.

Performance criteria describe the required performance needed to demonstrate achievement of the element. Assessment of performance is to be consistent with the evidence guide.

ELEMENT 

PERFORMANCE CRITERIA 

1 Plan workplace document 

1.1 Purpose and audience for the document are identified

1.2 Appropriate format for the document is established to meet workplace requirements

1.3 Relevant information is identified and selected for inclusion in the document

2 Prepare workplace document 

2.1 A draft of the document is prepared in accordance with workplace procedures and conventions for sentence construction, grammar, spelling, style, punctuation and vocabulary that are appropriate for the reader(s)

2.2 Document is edited and presented in a final version appropriate to the task

3 Complete workplace forms 

3.1 Work related form(s) is interpreted to identify information required for its completion

3.2 Required information for completion of form is gathered from relevant sources in accordance with workplace procedures

3.3 Form(s) is completed in accordance with workplace policy and procedures and any applicable regulations and codes

REQUIRED KNOWLEDGE AND SKILLS 

This describes the essential knowledge and skills and their level required for this unit.

Required knowledge :

• Australian and international codes and regulations relevant to the documents and/or forms being prepared

• Relevant OH&S and environmental protection procedures and guidelines

• Workplace procedures and policies for the completion of documents/forms

• Problems that may occur when preparing and completing workplace documents and forms and appropriate action that can be taken to resolve the problems

• Equipment and materials required for the completion of documents and forms and instructions and precautions for their use

• Conventions for sentence construction, grammar, spelling, style and punctuation

• Format and layout of various documents and forms used in workplace activities

Required skills :

• Communicate effectively with others when preparing and completing workplace documents and forms

• Read, write and comprehend simple statements in English

• Read and interpret instructions, procedures, information and labels relevant to the preparation and completion of workplace documents and forms

• Interpret and follow operational instructions and prioritise work

• Complete documentation related to work activities

• Work collaboratively with others when preparing and completing workplace documents and forms

• 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 when preparing and completing workplace documents and forms in accordance with applicable regulatory requirements and workplace procedures

• Monitor work activities in terms of planned schedule

• Modify activities depending on differing operational contingencies, risk situations and environments

• Apply fatigue management knowledge and techniques

• Work systematically with required attention to detail

• Operate and adapt to differences in equipment in accordance with standard operating procedures

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/or 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 equipment, and
• 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 activities in an appropriately simulated environment at the registered training organisation, and/or
• in an appropriate range of situations in the workplace

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.

Work may be conducted:

• in a range of work environments
• by day or night

Customers may be:

• internal or external

Workplaces may comprise:

• large, medium or small worksites

Work may be conducted in:

• limited or restricted spaces
• exposed conditions
• controlled or open environments

Documents and forms may include:

• routine written reports on workplace activities, incidents, meeting outcomes, etc. It may also include the gathering of relevant information and the subsequent completion of the various forms and records falling within the occupational responsibility of the person concerned

Communication in the work area may include:

• written, oral, aural or signed communications
• phone
• electronic data interchange (EDI)
• fax
• email
• internet
• radio

Hazards in the work area may include:

• exposure to chemicals
• exposure to dangerous or hazardous substances
• movements of equipment, goods, materials and vehicular traffic

Consultative processes may involve:

• other employees and supervisors
• suppliers, customers and clients
• relevant authorities and institutions
• management and union representatives
• industrial relations and OH&S specialists
• other maintenance, professional or technical staff

Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:

• company procedures
• enterprise procedures
• organisational procedures
• established procedures

Information/documents may include:

• goods identification numbers and codes
• manifests, picking slips, merchandise transfers, stock requisitions and bar codes
• Australian and international codes of practice and regulations relevant to workplace activities
• Australian and international regulations and codes of practice for the handling and transport of dangerous goods and hazardous substances
• operations manuals, job specifications and induction documentation
• manufacturers specifications for equipment
• workplace procedures and policies
• supplier and/or client instructions
• dangerous goods declarations and material safety data sheets (where applicable)
• award, enterprise bargaining agreement, other industrial arrangements
• relevant Australian standards and certification requirements
• quality assurance procedures
• emergency procedures

Applicable regulations and legislation may include:

• codes and regulations relevant to workplace documents/forms being prepared
• Australian and international regulations and codes of practice for the handling and transport of dangerous goods and hazardous substances (where applicable)
• licence, patent or copyright arrangements
• water and road use and licence arrangements
• export/import/quarantine/bond requirements
• marine orders
• relevant state/territory OH&S and environmental protection legislation
• workplace relations regulations
• workers compensation regulations

Competency Field 

E - Communication and Calculation