SEMMPA39 Perform stocktaking operations for metal products

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1 Overview This unit is about performing stocktaking operations for the control of metal products. This involves ensuring 1. you carry out comparisons of actual stock with documented information 2. you identify suitable customers for in-stock materials 3. you maintain contact with the commercial department to ensure maximisation of stock usage You may find this unit a suitable choice if you are working in metal processing situations dealing with metal stock control and customer orders. This unit contains two elements 1. control and evaluate stock 2. transfer stock National Standards of Performance have been set for each element. These describe the competence that you must demonstrate to meet the expectations of employment. They provide targets for learning and development and for the assessment of your competence. In addition, a specification has been produced of the knowledge and understanding that you would need to be able to perform to the national standards. This specification has been produced at unit level, but is also referred to within those elements to which each aspect is most relevant. Evidence Requirements have been set for the achievement of these standards in the context of a National Vocational Qualification (NVQ) and a Scottish Vocational Qualification (SVQ). Details of these requirements and examples of evidence that might be suitable are given in relation to each element. Where the Evidence Requirement asks for evidence against a number of items from a list, only that number of items need be addressed. There is no need to gather additional evidence in relation to all items on the list for a candidate to be assessed as competent. Assessment Principles arising naturally from work activities are the expected methods of gathering performance evidence. In general, and certainly in relation to routine events and occurrences, it is a requirement that performance evidence be gained from normal work activities undertaken in commercially active production environments. Evidence from activities and locations away from the workplace should not be considered to be relevant or acceptable, except in relation to rare or dangerous occurrences such as those associated with the following: 1. health, safety and environment issues SEMMPA39 1

2 2. emergency scenarios 3. rare occurrences at work In these cases the use of high quality, realistic simulation that imposes pressures, which are consistent with the workplace practices, may be used. The use of simulations in relation to routine events and occurrences is not generally acceptable and would need to be justified. Questioning by oral or written means must be undertaken against the knowledge and understanding specifications given. Where a component of knowledge and understanding occurs across more than one element, there is no need to assess it independently in relation to each element. The use of questioning to probe candidate competence in relation to rare or dangerous occurrences should be undertaken only when the use of realistic simulations to address the same competence cannot practically be applied. In all cases, simulation accompanied by oral questioning should be preferred to questioning alone. SEMMPA39 2

3 Performance criteria Control and evaluate stock You must be able to: P1 P2 P3 P4 P5 P6 keep records of physical stock that are complete and accurate ensure documented information is complete, accurate and up-to-date compare actual stock results with documented information investigate discrepancies between physical stock and documented information and take the appropriate action identify recommendations for improvement and communicate them to the appropriate people accurately record all relevant information in a suitable format and make it available to the appropriate people at the required time Transfer stock You must be able to: P7 correctly and accurately register incoming stock P8 compare stock to outstanding customer balances and the forward order book to find suitable outlets P9 notify the commercial department of stock still unallocated so they may resell it P10 correctly identify reallocated stock to meet customer specification P11 specify the correct stock to meet customer orders P12 correctly and accurately record outgoing stock SEMMPA39 3

4 Knowledge and understanding You need to know and understand: AR1: Work resources K1 what resources are used in processing operations K2 how to identify what resources will be needed for a given activity K3 what procedures exist for getting resources and why are these needed K4 what are the responsibilities of the individual operator for taking care of the resources allocated to him or her K5 who to turn to for help with resource problems C1: Effective communications at work K6 why effective communication is important K7 what methods of communication are used in your workplace K8 when to be concise and when to give more details to help make sure that you are understood EW1 : Working together in a team: K9 how to communicate effectively with other team members K10 why it is important for team members to support each other effectively K11 what sort of information is needed by each team member for their role K12 how decisions are made K13 how to give clear instructions M1: Process materials: K14 what types of materials are used in your process K15 what happens to materials as they are processed K16 why material has to be prepared OC1: Organisational context: K17 what working practices and authorisations apply K18 what lines of communication and procedures should be followed in a given situation K19 why it is important to work within the rules' of the organisation PS1: Problem-solving: K20 why it is logical to first investigate the most likely causes of a problem, before looking any further K21 why it is important to gather sufficient information about a problem before drawing conclusions R1: Record-keeping: K22 what sorts of records are kept and how to complete them K23 where records are stored and who has access to them SEMMPA39 4

5 R2: Using computers to record data K24 how to enter and amend data in a software record system K25 how to navigate the record system using relevant control systems K26 how records are saved SC1: Stock Control: K27 why stock control procedures are used K28 what responsibilities do operators have for stock control SC2: Receipt and storage of goods K29 procedures relating to the receipt of goods and materials K30 good housekeeping practices and the consequences of not carrying them out K31 what handling equipment is used K32 what actions to take to remedy defects; what makes actions justifiable and who to report to K33 communications structures and procedures within the organisation K34 the importance of effective communication and the implications of not communicating effectively K35 why accurate and complete documentation is important and the possible consequences of incorrect completion K36 legal and local regulations affecting security, safety and the delivery of goods and materials and how to apply them SC3: Confirming order requirements K37 the costs associated with not fulfilling orders accurately and on time K38 timescales required for the assembly of orders K39 use of the inventory system to locate items in stock and check availability SC4: Preparing orders K40 what the requirements for orders are K41 the consequences of not fulfilling orders accurately and on time K42 potential substitutes for items not in stock, and the right of the customer to accept or reject substitutes K43 the importance of assembling stable and secure loads SEMMPA39 5

6 Additional Information Scope/range related to knowledge and understanding Control and evaluate stock 1. M1: Process materials: 2. OC1: Organisational context: 3. R1: Record-keeping: 4. R2: Using computers to record data 5. SC1: Stock Control: 6. SC2: Receipt and storage of goods Transfer stock 7. AR1: Work resources 8. C1: Effective communications at work 9. EW1: Working together in a team: 10. M1: Process materials: 11. OC1: Organisational context: 12. PS1: Problem-solving: 13. R1: Record-keeping: 14. R2: Using computers to record data 15. SC1: Stock Control: 16. SC3: Confirming order requirements 17. SC4: Preparing orders SEMMPA39 6

7 Developed by SEMTA Version number 1 Date approved January 2004 Indicative review date Validity Status Originating organisation Original URN Relevant occupations Suite Key words January 2006 Current Original SEMTA MPA39 Engineering and manufacturing technologies; manufacturing technologies; production managers; skilled trades occupations; metal forming, welding and related trade; process operatives; plant and machine operatives Metal processing and allied operations inventory, control, evaluate, transfer, usage SEMMPA39 7