ELEMENTS 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

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

1 

Identify inventory and stock control systems in use in the workplace 

1.1

Workplace inventory and stock control equipment, software and systems are identified

1.2

Reasons for common database approach to inventory records and documentation in the warehouse are explained

1.3

Procedures for identifying and reporting discrepancies or variances are identified

2 

Use re-order procedures to maintain stock levels 

2.1

Stock level maintenance checking is conducted

2.2

Stock is re-ordered to meet stock level maintenance requirements in accordance with workplace policies and procedures

2.3

Data is accurately entered and extracted from the inventory/records system using appropriate workplace procedures

3 

Organise cyclical stock counts and report discrepancies or variances 

3.1

Process for cyclical stock count is planned and work is allocated to team members

3.2

Clear directions on tasks to be performed are given

3.3

Stocktake activities are conducted in accordance with workplace procedures

3.4

Types and causes of record discrepancies are identified

3.5

Procedures for noting and correcting minor discrepancies are used

3.6

Major discrepancies are reported in accordance with workplace procedures

3.7

Workplace documentation is completed

4 

Produce reports on record keeping and inventory functions 

4.1

Types of reports to be produced from inventory records systems are identified

4.2

Reports are produced in accordance with workplace procedures and relevant regulatory 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 on at least one occasion and include:

• applying relevant legislation and workplace procedures
• communicating effectively with others
• modifying activities depending on operational contingencies, risk situations and environments
• operating and adapting to differences in equipment in accordance with standard operating procedures
• reading, interpreting and following relevant instructions, procedures, information and signs
• reporting and/or rectifying identified problems, faults or malfunctions promptly, in accordance with workplace procedures
• selecting and using relevant communications, computing and office equipment
• working systematically with required attention to detail without injury to self or others, or damage to goods or 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:

• applications of different types of inventory systems and stock management approaches
• Australian codes and regulations relevant for organising stock control
• computer records and documentation requirements for stock control, including forms, checklists and inventory reports
• housekeeping standards and procedures
• operational inventory systems, equipment, management and site operating systems for controlling stock
• principles of operation and functions of inventory systems
• workplace procedures and policies for using inventory systems to organise stock control
• workplace processes for records management and producing inventory reports.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

• Resources for assessment include:
• a range of relevant exercises, case studies and/or simulations
• applicable documentation including workplace procedures, regulations, codes of practice and operation manuals
• relevant materials, tools, equipment and personal protective equipment currently used in industry.