Unit of competency Outline

Date retreived
22/07/2026 3:57 AM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Coordinate stocktakes

Coordinate stocktakes

Unit of competency
National Code
TLIA2307C
State Code
S5529
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
18/07/2008
State Implementation and Classification
Approved Date
28/02/2008
Field of Education
089901 - Purchasing, Warehousing And Distribution
Original Release Date
28/02/2008
Nominal Hours
20
Description
This unit involves the skills and knowledge required to coordinate stocktakes in accordance with workplace requirements including planning stocktakes, coordinating stocktake activities, identifying stock discrepancies, and adjusting documentation in accordance with workplace procedures and relevant regulatory requirements.
Notes
Elements and Performance Criteria
1 Plan stocktake
  • 1.1 Goods to be counted and appropriate inventory systems are identified
  • 1.2 Required resources including equipment, record keeping systems and personnel are identified
  • 1.3 Members of the team are instructed and assisted
  • 1.4 Team members are allocated to particular tasks and zones and given clear directions for work requirements
  • 1.5 Sequence and operations of the stocktake are planned in a time effective manner
2 Coordinate stocktake
  • 2.1 Stocktaking and cyclical counts are coordinated in accordance with workplace policies and procedures
  • 2.2 Inventory data is interpreted
  • 2.3 Inventory data is confirmed to match stock
  • 2.4 Stock levels are accurately counted and documented
3 Identify stock discrepancies
  • 3.1 Discrepancies in type, number and quality of stock are accurately recorded and documented
  • 3.2 Possible reasons for discrepancies are identified
  • 3.3 Products stored in inappropriate storage locations are relocated and stock records are adjusted in accordance with workplace procedures
4 Adjust documentation
  • 4.1 Inventory data is reconciled to match warehouse stock in accordance with regulations, workplace practices, policies and procedures
  • 4.2 Information is reconciled with audit requirements
  • 4.3 Workplace documentation is completed
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:
restricted spaces
exposed conditions
controlled or open environments
Equipment used in stocktaking may include:
calculators
scanners
hand-held computers
Inventory systems may be:
automated
manual
paper-based
computerised
microfiche
Categories or groups of products/stock may include:
small parts
perishable goods
overseas export
dangerous goods
refrigerated products
temperature controlled stock
fragile goods
The characteristics of products/stock may include:
small parts
toxicity
flammability
form
weight
size
state
perishability
fragility
security risk
Labelling systems may include:
batch code
bar code
identification numbering systems
serial numbers
symbols for safe handling
ADG and HAZCHEM Codes
Hazards in the work area may include:
chemicals
dangerous or hazardous substances
movements of equipment, goods and materials
oil or water on floor
a fire or explosion
damaged packaging or pallets
debris on floor
faulty racking
poorly stacked pallets
faulty equipment
Communication in the work area may include:
phone
electronic data interchange (EDI)
fax
email
internet
RF systems
oral, aural or signed communications
Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:
company procedures
enterprise procedures
organisational procedures
established procedures
Personal protective equipment may include:
gloves
safety headwear and footwear
safety glasses
two-way radios
high visibility clothing
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
Information/documents may include:
goods identification numbers and codes
manifests, picking slips, merchandise transfers, stock requisitions and bar codes
codes of practice and regulations relevant to the identification, handling and stacking of goods
Australian and international regulations and codes of practice for the handling, stacking 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:
relevant codes and regulations for the packaging of goods
Australian and international regulations and codes of practice for the handling and transport of dangerous goods and hazardous substances, including:
Australian and International Dangerous Goods Codes
Australian and International Explosives Codes

licence, patent or copyright arrangements
water and road use and licence arrangements
export/import/quarantine/bond requirements
relevant state/territory OH&S and environmental protection legislation
workplace relations regulations
workers compensation regulations
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
Replaces
State Code National Code Title Type
S2396 TDTA2397B Coordinate stocktakes Unit of competency
Replaced By
State Code National Code Title Type
D4911 TLIA3023A Coordinate stocktakes Unit of competency