Unit of competency Outline

Date retreived
23/07/2026 5:39 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.

Organise and lead stocktakes

Organise and lead stocktakes

Unit of competency
National Code
MEM11017B
State Code
W5472
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
01/12/2005
State Implementation and Classification
Approved Date
18/06/2009
Field of Education
089901 - Purchasing, Warehousing And Distribution
Original Release Date
18/06/2009
Nominal Hours
36
Description
This unit covers planning a stocktake, briefing the participants, generating stocktake reports and adjusting inventory documentation.
Notes
Elements and Performance Criteria
1. Plan stocktake
  • 1.1. Inventory lists are prepared and distributed.
  • 1.2. Warehouse and/or production areas are allocated to each individual or team assisting in stocktake.
2. Brief participants in stocktake
  • 2.1. Clear directions and appropriate documentation and equipment are provided to each individual or team participating in stocktake.
3. Generate stocktake reports
  • 3.1. Written or computer reports are collected from individuals or teams on stock counts.
  • 3.2. Inventory data is confirmed to match stock levels.
  • 3.3. Stock discrepancy report is prepared and distributed according to standard operating procedure.
4. Adjust inventory documentation
  • 4.1. Inventory documentation is reconciled to match physical stock in accordance with regulatory and operating procedures.
  • 4.2. Stocktake information is reconciled with audit 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. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Directions
Oral or written instructions, methodology, how to report discrepancies or damaged stock, timelines
Equipment
Calculators, scanners and portable computers
Inventory documentation
Reports on actual stock, damaged stock, out of date stock and discrepancies
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
A person who demonstrates competency in this unit must be able to organise and lead a stocktake. Competency in this unit cannot be claimed until all prerequisites have been satisfied.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Assessors must be satisfied that the candidate can competently and consistently perform all elements of the unit as specified by the criteria, including required knowledge, and be capable of applying the competency in new and different situations and contexts.
Context of and specific resources for assessment
This unit may be assessed on the job, off the job or a combination of both on and off the job. Where assessment occurs off the job, that is the candidate is not in productive work, then an appropriate simulation must be used where the range of conditions reflects realistic workplace situations. The competencies covered by this unit would be demonstrated by an individual working alone or as part of a team. The assessment environment should not disadvantage the candidate.
This unit could be assessed in conjunction with any other units addressing the safety, quality, communication, materials handling, recording and reporting associated with organising and leading a stocktake or other units requiring the exercise of the skills and knowledge covered by this unit.
Method of assessment
Assessors should gather a range of evidence that is valid, sufficient, current and authentic. Evidence can be gathered through a variety of ways including direct observation, supervisor's reports, project work, samples and questioning. Questioning techniques should not require language, literacy and numeracy skills beyond those required in this unit of competency. The candidate must have access to all tools, equipment, materials and documentation required. The candidate must be permitted to refer to any relevant workplace procedures, product and manufacturing specifications, codes, standards, manuals and reference materials.
Guidance information for assessment
Replaces
State Code National Code Title Type
M0371 MEM11.17AA Organise and lead stocktakes Unit of competency
Replaced By
State Code National Code Title Type
OAV54 MEM11017 Organise and lead stocktakes Unit of competency