SITXINV008-Assessment Task 1

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a V SITXINV008 Control stock LEARNER ASSESSMENT

2 SITXINV008 - Control stock (Release 1) Learner Assessment Pack Produced 12 May 2023 Learner Assessment Pack Assessment Delivery

SITXINV008 - Control stock (Release no1) Learner Assessment Pack Produced 12 May 2023 3 Candidate Information This Learner Assessment Pack is designed for you to complete the assessment for SITXINV008 - Control Stock (Release 1) It may refer to your own workplace/organisation, or to a simulated business provided by your assessor. The assessment tasks include Knowledge Assessment where you need to demonstrate your knowledge and understanding of the unit, and the Practical Assessment, where you need to demonstrate your skills required in the unit. It is recommended that you complete the Practical Assessments in your own workplace/organisation. If you don’t have access to a real workplace, you can complete the assessment in a simulated environment where resources and conditions similar to a workplace must be accessed. Ensure to discuss this with your assessor prior to commencing with the assessment. Each Learner Assessment Pack is made up of four parts: Assessment Delivery Candidate Information Steps for Candidate Assessment Agreement Assessment Tasks Assessment Tasks, including: ▪ Knowledge Assessment ▪ Practical Assessment Assessment Workbook Checklist Assessment Workbook Checklist Recording Record of Assessment

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4 SITXINV008 - Control stock (Release 1) Learner Assessment Pack Produced 12 May 2023 Before you commence your assessment, ensure that you have a good knowledge of the subject, have thoroughly read your Learner Resource, and clearly understand the assessment requirements and the expectations of the industry to which the assessment is related. Assessments are designed to be completed using your industry/organisation, but your Registered Training Organisation (RTO) may assist you by contextualising the unit to be completed in a simulated workplace environment. You will be required to demonstrate knowledge and skills which must be observed directly by your assessor. Where the observation task may be difficult for the assessor to directly observed, a video recording of the practical observation task must be submitted as supplementary evidence. Verification from at least one third-party signatory, and preferably two or more witnesses is required to confirm your demonstration of these practical knowledge and skills. These witnesses would usually be your current or recent supervisors, or your assessor. The practical assessment tasks may be completed using your own workplace, a simulated environment, or a mix of both, as instructed by your assessor. To contextualise this assessment to your industry/organisation, you may be asked by your assessor to provide additional information based on your industry/organisation. Instructions are given for each task. If you have questions, or unclear how to proceed, consult with your assessor. Records of all aspects of the assessment must be kept in your Learner Assessment Pack The record of assessment is a legal document and must be signed, dated, and a copy stored as required by your Registered Training Organisation (RTO).

SITXINV008 - Control stock (Release no1) Learner Assessment Pack Produced 12 May 2023 5 Steps for Candidates Your Learner Assessment Pack: 1. Upon receiving your Learner Assessment Pack, discuss with your assessor the expectations and requirements of this assessment. You may also need to supply contact details of one or two work referees who can confirm your skills in the industry. Discuss with your assessor if you intend to undertake the practical assessment tasks based on your employing organisation, in a simulated business, or in a mix of both. 2. Your Learner Assessment Pack is where you will get the task information. Complete each task as instructed using either your own workplace, or using a simulated business, as discussed with your assessor. 3. After you complete your assessment, gather and submit your evidence documents as detailed in the task(s) in the timeframe agreed with your assessor. Your assessor will advise you if there are any further steps for you to take to satisfactorily complete this assessment.

6 SITXINV008 - Control stock (Release 1) Learner Assessment Pack Produced 12 May 2023 Reasonable Adjustment Adapted Reasonable Adjustment in teaching, learning and assessment for candidates with a disability - November 2010 - Prepared by - Queensland VET Development Centre Reasonable adjustment in VET is the term applied to modifying the learning environment or making changes to the training delivered to assist a candidate with a disability. A reasonable adjustment can be as simple as changing classrooms to be closer to amenities or installing a particular type of software on a computer for a person with vision impairment. Why make a reasonable adjustment? We make reasonable adjustments in VET to make sure that candidates with a disability have: ▪ The same learning opportunities as candidates without a disability, and ▪ The same opportunity to perform and complete assessments as those without a disability. Reasonable adjustment applied to participation in teaching, learning and assessment activities can include: ▪ Customising resources and assessment activities within the training package or accredited course ▪ Modifying the presentation medium ▪ Candidate support ▪ Use of assistive/adaptive technologies ▪ Making information accessible both before enrolment and during the course ▪ Monitoring the adjustments to ensure candidates needs continue to be met Assistive/Adaptive Technologies Assistive/Adaptive technology means ‘software or hardware that has been specifically designed to assist people with disabilities in carrying out daily activities’ (World Wide Web Consortium - W3C). It includes screen readers, magnifiers, voice recognition software, alternative keyboards, devices for grasping, visual alert systems, digital note-takers. IMPORTANT: Reasonable adjustment made for collecting candidate assessment evidence must not impact on the standard expected by the workplace, as expressed by the relevant unit(s) of competency. For example, if the assessment were gathering evidence of the candidate ’s competency in writing, allowing the candidate to complete the assessment verbally would not be a valid assessment method. The method of assessment used by any reasonable adjustment must still meet the competency requirements.

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SITXINV008 - Control stock (Release no1) Learner Assessment Pack Produced 12 May 2023 7 Resources Required for Assessment To complete the Practical Assessment tasks, you will require access to: ▪ Computer with internet and email access, and a working web browser ▪ Installed software: Word, Adobe Acrobat Reader, stock control software systems. ▪ A workplace, or a simulated workplace environment that will allow you access to: o Relevant equipment • Computers and printers • Electronic equipment used for stock control • Diverse and comprehensive range of industry-relevant stock items that are monitored and maintained o Workplace documentation, including: • Current commercial stock control procedures • Documentation for the ordering, monitoring and maintenance of stock, such as: - Supplier purchasing agreements - Purchase orders - Invoices o Workplace templates, including or similar to the following: • Stock Control Inventory template • Stocktake Report template o People, including: • At least one volunteer to act as Julieann, your supervisor in Case Study Assessment Task 1 • At least two suppliers to consult with in Workplace Assessment Task 1 • At least two staff to consult with in Workplace Assessment Task 1 • At least two staff to monitor with in Workplace Assessment Task 2 o Diverse and comprehensive range of industry-relevant stock items that are monitored and maintained o Opportunity to use stock control systems to: • Order stock • Monitor the movement of stock

8 SITXINV008 - Control stock (Release 1) Learner Assessment Pack Produced 12 May 2023 Assessment Agreement Instructions: Discuss and accomplish this section with your assessor before commencing then sign the confirmation at the end of this Agreement. Please tick at least one of the following for each section: ✓ Delivery Method Classroom ☐ Small Group ☐ One-on-One ☐ Online ☐ Other (please describe) ☐ Assessment Pathway (for Practical Assessment) Candidate ’s Organisation (Pre -assessment meeting conducted) ☐ Simulated Workplace Environment (Contextualised by RTO) ☐

SITXINV008 - Control stock (Release no1) Learner Assessment Pack Produced 12 May 2023 9 Assessment Conditions Skills must be demonstrated in an operational business environment where stock levels are monitored and maintained. This can be: An industry workplace; or ☐ An industry-realistic simulated environment ☐ Assessment must ensure access to: Computers, printers and stock control software systems ☐ Electronic equipment used for stock control ☐ Diverse and comprehensive range of industry-relevant stock items that are monitored and maintained ☐ Current commercial stock control procedures and documentation for the ordering, monitoring and maintenance of stock. ☐ Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors. I confirm that the activities and assessment completed for this unit are my own work, and comply with all relevant copyright and plagiarism rules. I understand that if there are any issues found in the authenticity of any piece of my assessment, I may be orally re-assessed OR asked to complete further assessment tasks. Candidate ’s name Candidate ’s signature Date Assessor’s name Assessor’s signature Date End of Assessment Agreement

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10 SITXINV008 - Control stock (Release 1) Learner Assessment Pack Produced 12 May 2023 Learner Assessment Pack Assessment Task 1

SITXINV008 - Control stock (Release no1) Learner Assessment Pack Produced 12 May 2023 11 Tasks Candidates are required to complete all tasks as instructed. Consider the evidence as required by tasks and use accordingly to contextualise and meet the needs of the industry, their organisation, and each candidate. Contextualisation of Assessments by RTOs Contextualisation is the process of modifying assessment tools to make learning more meaningful for candidates and their employers. Precision RTO Resources recommends that your RTO contextualise the assessment tools to suit particular industry requirements and specific organisational requirements before using them. Contextualisation must retain the integrity of the assessment and the outcome of the unit of competency.

12 SITXINV008 - Control stock (Release 1) Learner Assessment Pack Produced 12 May 2023 Assessment Task 1 Knowledge Assessment Preliminary Task Questions 4, 5, 6, 7 and 8 of this Knowledge Assessment require you to refer to your own workplace, its industry, and your work role. For your assessor’s reference, identify the information required in the spaces below. When answering Questions 4, 5, 6, 7 and 8 you must refer to the information you provided below. Workplace/organisation name: Industry: Your work role:

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SITXINV008 - Control stock (Release no1) Learner Assessment Pack Produced 12 May 2023 13 Question 1: Complete the table below on principles of stock control. a. In your own words, briefly explain the reason for using each principle listed below in controlling stock. Your response must be in 30 words or more. b. In your own words, briefly explain how each principle is applied in a workplace to control stock levels. Your response must be in 30 words or more Principles of Stock Control Reason for Using Principle in Controlling Stock How Principle is Used in Controlling Stock Levels i. Rotation ii. Replenishment

14 SITXINV008 - Control stock (Release 1) Learner Assessment Pack Produced 12 May 2023 Principles of Stock Control Reason for Using Principle in Stock Control How Principle is Used in Controlling Stock Levels iii. Product Life Cycle iv. Maximising use of all Stock v. Checking for Slow Moving Items vi. Segregation of non-food items from food items vii. Prevention of Cross- contamination

SITXINV008 - Control stock (Release no1) Learner Assessment Pack Produced 12 May 2023 15 Question 2: Complete the table below on stock control systems. a. In your own words, briefly describe the purpose of each stock control system listed below. Your response must be in 30 words or more b. Identify at least two features of each system listed. c. In your own words, briefly explain the function of each feature in controlling stock levels. Your response must be in 30 words or more Stock control systems are digitals solutions used to manage the entry and exit of stocks in the organisation. This includes the stock control systems used to manage the stocks used in a restaurant’s kitchen. Stock Control Systems Purpose of Stock Control System Features of Stock Control System Function of Feature in Controlling Stock Levels. i. Integrated Point-of- Sale System i. ii. ii. Ledger System i. ii.

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16 SITXINV008 - Control stock (Release 1) Learner Assessment Pack Produced 12 May 2023 Question 3: Access your organisational policies and procedures on stock control. Complete the table below on procedures for controlling stock levels. a. In your own words, briefly describe how each procedure controls stock levels. Your response must be in 30 words or more b. Outline the guidelines to be followed for each stock control procedure. c. Identify at least one document to be used for each stock control procedure. d. Identify at least one relevant report to be used for each stock control procedure Stock Control Procedures How Procedure Controls Stock Levels Guideline for Stock Control Procedure Document Used for Stock Control Procedure Report for Stock Control Procedure i. Ordering ii. Levels iii. Loss

SITXINV008 - Control stock (Release no1) Learner Assessment Pack Produced 12 May 2023 17 Stock Control Procedures How Procedure Controls Stock Levels Guideline for Stock Control Procedure Document Used for Stock Control Procedure Report for Stock Control Procedure iv. Performance v. Monitoring of Quality vi. Receipt vii. Reorder cycles viii. Rotation

18 SITXINV008 - Control stock (Release 1) Learner Assessment Pack Produced 12 May 2023 Stock Control Procedures How Procedure Controls Stock Levels Guideline for Stock Control Procedure Document Used for Stock Control Procedure Report for Stock Control Procedure ix. Security x. Stocktakes xi. Valuation xii. Wastage

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SITXINV008 - Control stock (Release no1) Learner Assessment Pack Produced 12 May 2023 19 Question 4: Complete the table below on stock control equipment for your specific industry sector. a. Identify at least three types of equipment used to control stock levels b. In your own words, briefly describe the purpose of each equipment type Your response must be in 30 words or more. c. Identify at least two features for each type of stock control equipment d. In your own words, briefly describe the function of each feature identified for stock control equipment. Your response must be in 30 words or more. Types of Stock Control Equipment Purpose of Stock Control Equipment Features of Type of Stock Control Equipment Function of Feature 1. i. ii.

20 SITXINV008 - Control stock (Release 1) Learner Assessment Pack Produced 12 May 2023 Types of Stock Control Equipment Purpose of Stock Control Equipment Features of Type of Stock Control Equipment Function of Feature 2. i. ii. 3. i. ii.

SITXINV008 - Control stock (Release no1) Learner Assessment Pack Produced 12 May 2023 21 Question 5: Complete the table below on stock security systems for your specific industry sector. a. Identify at least two examples of stock security systems used to protect stock. b. In your own words, briefly describe how each system identified is used to protect stock. Your response must be in 30 words or more. Stock Security Systems How System is Used to Protect Stock i. ii.

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22 SITXINV008 - Control stock (Release 1) Learner Assessment Pack Produced 12 May 2023 Question 6: Complete the table below on storing stock for your specific industry sector. a. Identify at least three types of stock storage. b. In your own words, briefly describe each storage type identified. Your response must be in 30 words or more. c. Identify at least two kinds of stock stored in each storage type identified. d. In your own words, briefly explain the reason for storing each kind of stock to the stock storage identified. Your response must be in 30 words or more. Types of Stock Storage Description of Storage Type Kinds of Stock Stored in Storage Type Reason For Storing Stock in Storage Type 1. i. ii.

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SITXINV008 - Control stock (Release no1) Learner Assessment Pack Produced 12 May 2023 23 Types of Stock Storage Description of Storage Type Kinds of Stock Stored in Storage Type Reason For Storing Stock in Storage Type 2. i. ii. 3. i. ii.

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24 SITXINV008 - Control Stock (Release 1) Learner Assessment Pack Produced 12 May 2023 Question 7: Complete the table below on methods to monitor stock levels for your specific industry sector. a. In your own words, briefly describe the method on keeping track of each stock level listed below. Your response must be 30 words or more. b. In your own words, briefly describe the instances when this method is preferred to be used to keep track of stock levels. Your response must be 30 words or more Stock Levels Method Used to Keep Track of Stock Levels When Method is Preferred is to be Used i. Re-Order level ii. Minimum Level iii. Maximum Level iv. Average Stock Levels v. Danger Stock levels

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SITXINV008 - Control stock (Release 1) Learner Assessment Pack Produced 12 May 2023 25 Question 8: Complete the table below on methods to maintain stock levels for your specific industry sector. a. In your own words, briefly describe the method on maintaining stock levels listed below. Your response must be 30 words or more. b. In your own words, briefly describe the instances when this method is preferred to be used to keep track of stock levels. Your response must be 30 words or more. Stock Levels Method Used to Maintain Stock Levels When Method is Preferred to be Used i. Re-Order level ii. Minimum Level iii. Maximum Level iv. Average Stock Levels v. Danger Stock levels

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SITXINV008-Assessment Task 1

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