ELEMENT S 

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.