Elements and Performance Criteria

customers
staff and staff property
visitors, sales representatives, contractors
stock
records
cash and cash movement
equipment
premises
opening and closing of premises
theft
armed robbery
events likely to endanger customers or staff.

security
stocktaking
cash handling
non-cash transactions.

small work teams
store team
full-time, part-time, casual or contract staff
people with varying degrees of language and literacy
people from a range of cultural, social and ethnic backgrounds
people with a range of responsibilities and job descriptions.

EFTPOS and credit cards
cheques
gift vouchers
customer refunds.

Techniques used to
mentoring and coaching
on-the-job or off-the-job training
posters and pamphlets
simulated events.

buying
ordering patterns
planning
budgeting

stocktaking and cyclical counts
monitoring stock levels
minimisation of out-of-date stock
quality control
minimising theft.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

develops and implements security procedures to facilitate the detection and prevention of theft
develops and implements procedures to ensure safety and security of internal and external clients in the event of robbery

calculates, analyses and reports on the cost and potential impact of identified loss and dissipation on:

buying
ordering patterns
planning
budgeting

develops and implements procedures for:

opening and closing premises
cash security
non-cash transactions
stock control to minimise loss and dissipation.

Context of and specific resources for assessment

Assessment must ensure access to:

a real or simulated work environment

relevant documentation, such as:

store policy and procedures on security
store policy and procedures on cash handling and non-cash transactions
store policy and procedures on stock control, including buying, ordering, planning and budgeting
relevant legislation and statutory requirements
industry codes of practice
OHS legislation and codes of practice
a team
a range of security equipment.

Methods of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

observation of performance in the workplace
a role play
case studies
third-party reports from a supervisor
written or verbal questioning to assess knowledge and understanding
review of portfolios of evidence and third-party workplace reports of on-the-job performance.
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

Assessing employability skills
Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.
Employability skills embedded in this unit should be assessed holistically in the context of the job role and with other relevant units that make up the skill set or qualification.