WAREHOUSING SERVICES NC III – TESDA COURSE MODULE

TESDA TRAINING REGULATIONS FOR WAREHOUSING SERVICES NC III COURSE

The TESDA Course in WAREHOUSING SERVICES NC III consists of competencies needed to complete receipt and dispatch documentation, identify and inspect stored stocks, maintain transport / stock records, participate in stock inventory count and render excellent customer service. These documents must conform with workplace requirements in the logistics and transport industry to ensure customer satisfaction.

This Qualification is packaged from the competency map of the Transport and Logistics Sector.

A person who has achieved this qualification is competent to be:

• Supply Chain Specialist
• Logistics Admin. Officer
• Supply Chain Documentation Officer
• Warehouse Admin. Officer
• Warehouse Receipt Officer
• Warehouse Dispatch Officer
• Warehouse Processing Clerk
• Inventory Specialist

TRAINEE ENTRY REQUIREMENTS

Trainees or students who would like to enroll in this course should possess the following requirements:

• Must have completed the ten (10) years of basic education or Alternative Learning System (ALS) Certificate of Completion with Grade 10 equivalent holder
• Must possess good communication skills
• Must be computer literate

WAREHOUSING SERVICES NC III – COURSE QUALIFICATION

Course Title: WAREHOUSING SERVICES
Level: NC III
Nominal Training Duration :

Basic Competencies – 40 Hours
Common Competencies – 82 Hours
Core Competencies – 86 Hours

Total Duration: 208 Hours

SIL – 40 hours

This course is designed to enhance the knowledge, skills and attitude of trainees in WAREHOUSING SERVICES NC III in accordance with industry standards. This covers competencies that a person must achieve to complete receipt and dispatch documentation, identify and inspect stored stocks, maintain transport/stock records, participate in stock inventory count, and render excellent customer service.

* Values Integration:
At the end of the course, the trainee is expected to live by the following values:

1. Respect – being fair and tolerant to others
2. Honesty and Integrity – being reliable and trustworthy
3. Responsibility and Accountability – taking initiative and demonstrating ownership of assigned tasks
4. Perseverance – continued effort and determination despite obstacles

COMPETENCIES REQUIRED IN WAREHOUSING SERVICES NC III

To obtain this course, all units prescribed for this qualification must be achieved.

This units of competency comprising this qualification include the following:

UNIT CODE	CORE COMPETENCIES (86 Hours)
LOG432307	Complete receipt/dispatch documentation
LOG432308	Identify and inspect stored stocks
LOG432309	Maintain transport/stock records
LOG432310	Participate in stock inventory count
LOG432311	Render excellent customer service
UNIT CODE	COMMON COMPETENCIES (82 Hours)
LOG493201	Apply workplace procedures in warehousing operations
LOG493202	Perform industry calculations in warehousing operations
LOG493203	Ensure security of stocks and cargo
LOG493204	Provide efficient customer service
LOG493205	Contribute to quality systems
LOG493206	Comply with workplace procedures in handling stocks
LOG493207	Maintain warehouse records
UNIT CODE	BASIC COMPETENCIES (40 Hours)
400311319	Lead workplace communication
400311320	Lead small teams
400311321	Apply critical thinking and problem solving techniques in the workplace
400311322	Work in a diverse environment
400311323	Propose methods of applying learning and innovation in the organization
400311324	Use information systematically
400311325	Evaluate occupational safety and health work practices
400311326	Evaluate environmental work practices
400311327	Facilitate entrepreneurial skills for micro-small-medium enterprises (MSMES)

This section gives the details and contents of the units of competency required in WAREHOUSING SERVICES NC III. These units of competency are categorized into basic, common and core competencies.

CORE COMPETENCIES

Core competency units comprising the qualification in MASONRY NC III

UNIT OF COMPETENCY: COMPLETE RECEIPT/DISPATCH DOCUMENTATION
UNIT CODE : LOG432307

This unit involves the industry knowledge and technical skills required to complete receipt/dispatch documentation in accordance with workplace requirements and relevant government regulations within the transport and logistics industry.

It includes checking, processing and finalizing of receipt and dispatch documents.

1. Check receipt and dispatch documents
   • Stock receipt/dispatch documents are checked in compliance with workplace documentation requirements
   • Stock receipt/ dispatch documents are matched with delivery requirements
   • Stock Locator Systems are used to identify area for storage and retrieval of stocks
   • Returned stocks are processed according to protocol
2. Process receipt and dispatch documents
   • Delivery requirements are fulfilled
   • Labels are attached in accordance with workplace procedures
   • Appropriate documents are attached in accordance with government regulatory requirements
   • Stock movements are promptly recorded in the system
   • Special transportation requirements are instructed to appropriate personnel
3. Finalize documentation
   • Workplace documentation is completed in accordance with relevant government regulatory requirements
   • Documents are filed in accordance with workplace requirements
   • Documents are stored and retrieved in accordance with workplace policies

UNIT OF COMPETENCY: IDENTIFY AND INSPECT STORED STOCKS
UNIT CODE : LOG432308

This unit involves the industry knowledge, and technical skills required to identify and conduct visual inspection of stored stocks in accordance with workplace requirements and relevant regulations within the transport and logistics industries.

It includes identifying stocks in a section of a warehouse or other storage area, checking on quality, reporting on stocks status, as well as using inventory and labelling systems to identify and locate stocks.

1. Identify stocks in a section of a warehouse or other storage areas
   • Stocks are identified according to its classification, quality status, and storage and handling requirements
   • Stocks storage locations are assigned based on storage requirements, volume, movements, and available space
   • Warehouse stock locator system based on warehouse lay-out is adapted
   • Sufficient signages and stock visual cues are visible and legible
2. Inspect quality of stored stocks.
   • Random or regular inspection of stock based on workplace quality standards.
   • Inspection checklist is accomplished in accordance with workplace requirements
   • Damaged stocks or stocks for disposal are properly labeled and segregated
   • Timely and proper disposal of damaged /defective stocks is observed and implemented
3. Prepare applicable reports on stock status and movement
   • Quality status of stocks stored in the warehouse are reported to stakeholders based on workplace requirements
   • Stock movements are monitored and reported
   • Timely and proper documentation of damaged and disposed stocks is observed

UNIT OF COMPETENCY: MAINTAIN TRANSPORT /STOCK RECORDS
UNIT CODE : LOG432309

This unit involves the industry knowledge, technical skills required to maintain transport/stock records in accordance with workplace requirements and relevant regulations within the transport and logistics industry.

It includes processing transport/stock documentation, monitoring transport/stock movements and maintaining records.

1. Process transport / stock documentation
   • Transport /stock documents are identified in accordance with workplace documentation requirements.
   • Transport documents are processed according to transport type and mode, valuation and volume of stocks.
   • Stocks movements are documented in compliance with local and foreign government and regulatory requirements
   • Customs taxes and duties as well as other shipping charges are paid.
   • Internal and external stakeholders are given copies of the appropriate documents.
2. Monitor transport/stock movements
   • Transport movements /stocks are recorded, updated and monitored in accordance with workplace procedures and any regulatory requirements
   • Log cards on transport /stock with controlled systems are checked
   • Transport /stock issues encountered during in transit are promptly reported and acted upon
   • Return of stock receipt / dispatch documents are monitored and checked in accordance with workplace procedures.
3. Organize transport/stock records
   • Filing system is identified in accordance with workplace procedures
   • Document handling, storage, and retrieval is implemented based on document control policy
   • Document retention and disposal is based on workplace and government regulatory requirement

UNIT OF COMPETENCY: PARTICIPATE IN STOCK INVENTORY COUNT
UNIT CODE : LOG432310

This unit involves the skills and knowledge required to participate in stock inventory count in accordance with workplace requirements and relevant regulations within the transport and logistics industry.

It includes preparing and conducting stock inventory count, identifying and reconciling variances, and submitting inventory count reports.

1. Prepare for stock inventory count
   • Inventory count schedule and cutoffs are set
   • Inventory count teams are formed
   • Inventory tasks are performed
   • Inventory count resources are made available
2. Conduct inventory count and record results
   • Inventory counts are undertaken in accordance with workplace policies and procedures
   • Match count results between independent count teams
   • Re-count is conducted for stocks with mismatched counts
   • Inventory count results are recorded
3. Inventory variances are accounted and reconciled
   • Count results versus inventory system balances are compared and reconciled
   • Inventory adjustments for approval are summarized based on workplace policies.
   • Inventory adjustments are posted in the system.
   • Count results and new inventory stock balance are printed
   • Management report on count proceedings are prepared in accordance with workplace requirements
   • Inventory count documents are filed and stored in accordance with workplace and government regulatory requirements.

COMMON COMPETENCIES

UNIT OF COMPETENCY: APPLY WORKPLACE PROCEDURES IN WAREHOUSING OPERATIONS
UNIT CODE : LOG493201

This unit involves the skills and knowledge required to apply workplace procedures in warehousing operations. It includes identifying critical aspects of warehousing operations, performing workload, and applying ethical practices.

1. Identify critical aspects of the warehousing operations
   • The layout of the workplace, the flow of materials and goods/stocks (where relevant) and the workplace procedures in each work area are identified
   • Organizational structure and working relationship is identified
   • Individual responsibilities under employment contracts are adhered to.
   • Workplace hazards are identified and eliminated.
   • Appropriate personal protective equipment (PPE) are identified and used in accordance with safety regulations and workplace requirements.
   • Workplace emergency procedures are identified and followed in real and simulated emergency situation
2. Perform assigned workload
   • Priorities, schedules and deadlines are agreed with stakeholders
   • Work activities are planned and work progress is communicated
   • Work is completed in accordance with workplace procedures and standards.
   • Work improvement is discussed with appropriate personnel prior to implementation
3. Apply ethical practices
   • Relevant regulations and legislation are identified and complied
   • Code of ethics is observed
   • Deadlines and commitments are met
   • Required confidentiality is maintained
   • Workplace security policies are followed

UNIT OF COMPETENCY: PERFORM INDUSTRY CALCULATIONS IN WAREHOUSING OPERATIONS
UNIT CODE : LOG493202

This unit involves the skills and knowledge required to carry out basic routine workplace calculations. It specifically includes carrying out required mathematical operations; preparing basic estimates of mass, size and volume; and interpreting basic graphical representations of data.

1. Carry out calculations
   • Items are counted singly and in batches and sorted numerically, as required in workplace tasks
   • Calculations needed to complete work tasks are performed using the mathematical operations in accordance with workplace procedures.
   • Results of calculations are validated.
2. Prepare estimates
   • Materials and resources that require estimates are identified
   • Estimates on materials and resources are prepared in accordance with workplace requirements
   • Adjustment is made for any discrepancy between the estimates and actual materials and resources
3. Interpret graphical representations of data
   • Data are collated.
   • Data are translated into graphical representations
   • Graphical representations are interpreted in accordance with workplace requirements

UNIT OF COMPETENCY: ENSURE SECURITY OF STOCKS AND CARGO
UNIT CODE : LOG493203

This unit involves the skills and knowledge required to comply with the security procedures in the transport and logistics industry. It includes maintaining the security of stocks and cargo, identifying security threats and responding to a security threat.

1. Maintain security of stocks and cargo
   • Stocks and cargo are secured in accordance with workplace procedures
   • Security measures on stocks and cargo are maintained in accordance with workplace procedures
   • Signs of pilferage, theft and interference are reported in accordance with workplace procedures
   • Suspicious stocks and cargo are reported promptly to appropriate personnel
   • Any breach of security is reported promptly to appropriate personnel
2. Identify a security threat
   • Information on security threats is disseminated
   • Simulation of security threat is conducted
   • Actual security threat is identified
   • Security threat is assessed
3. Respond to a security threat
   • Response to an identified security threat is in accordance with workplace procedures
   • Security threats are handled within limits of responsibility using available
     communications systems in the workplace
   • Documentation of security threat is prepared

UNIT OF COMPETENCY: PROVIDE EFFICIENT CUSTOMER SERVICE
UNIT CODE : LOG493204

This unit involves the skills and knowledge required to provide efficient customer service. It includes defining customer service requirements, rendering customer service, and monitoring customer satisfaction.

1. Define customer service requirements
   • Products and services are understood
   • Customers are identified
   • Customer service requirements are determined
2. Render customer service
   • Workplace standards on customer service are disseminated
   • Customer inquiries and complaints are dealt with in accordance with workplace procedures
   • Customer service is delivered efficiently.
3. Monitor customer satisfaction
   • Customer feedback mechanism is in place
   • Customer satisfaction is monitored
   • Reports are analyzed for customer service improvement

UNIT OF COMPETENCY: CONTRIBUTE TO QUALITY SYSTEMS
UNIT CODE : LOG493205

This unit involves the skills and knowledge required to contribute to quality systems within the workplace. It includes applying quality concepts to work, evaluating proposed work process improvements and implementing work process improvements.

1. Apply quality concepts
   • Workplace quality concepts are identified
   • Responsibility for quality of work is assumed
   • Quality concepts are applied at work
2. Evaluate proposed work process improvements
   • Proposed work process improvements are drafted
   • Proposed process improvements are shortlisted
   • Probable work process improvements are evaluated
3. Implement work process improvements
   • Feasible work process improvements are selected
   • Work process improvement is implemented
   • Work process improvements are monitored

UNIT OF COMPETENCY: COMPLY WITH WORKPLACE PROCEDURES IN HANDLING STOCKS
UNIT CODE : LOG493206

This unit involves the skills and knowledge required to comply with workplace procedures in handling stocks. It includes categorizing stocks, identifying storage locations and handling stocks.

1. Categorize stocks
   • Warehouse personnel is required to attend product orientation
   • Stocks are grouped according to classification
   • Stock movements are considered in stocks classification
2. Identify storage locations
   • Stocks storage requirements are identified.
   • Stocks storage locations are assigned based on product storage requirements, volume, movements, and available space
   • Stock locator chart is designed for efficient stock movements
3. Follow stocks handling procedures
   • Orientation on stock handling procedures is undertaken
   • Stock handling procedures are observed
   • Stock handling procedures are updated as necessary

UNIT OF COMPETENCY: MAINTAIN WAREHOUSE RECORDS
UNIT CODE : LOG493207

This unit covers the knowledge, skills and attitudes and values needed to maintain warehouse records. This includes data recording, document control and preparing reports.

1. Record warehouse data
   • Sources of data are collected
   • Warehouse data are classified
   • Data are recorded either manually or electronically
   • Proof-reading is done to ensure data accuracy
2. Control document
   • Records are maintained based on workplace procedures
   • Access to documents is limited to authorized personnel
   • Records are disposed based on workplace procedures
3. Prepare reports
   • Relevant warehouse reports are identified
   • Warehouse reports are prepared based on workplace procedures
   • Reports are distributed to stakeholders

BASIC COMPETENCIES

LEAD WORKPLACE COMMUNICATION (400311319) – This unit covers the knowledge, skills and attitudes required to lead in the effective dissemination and discussion of ideas, information, and issues in the workplace. This includes preparation of written communication materials.

1. Communicate information about workplace processes
2. Lead workplace discussions
3. Identify and communicate issues arising in the workplace

LEAD SMALL TEAMS (400311320) – This unit covers the knowledge, skills and attitudes to lead small teams including setting, maintaining and monitoring team and individual performance standards.

1. Provide team leadership
2. Assign responsibilities
3. Set performance expectations for team members
4. Supervise team performance

APPLY CRITICAL THINKING AND PROBLE – SOLVING TECHNIQUES IN THE WORKPACE (400311321) – This unit covers the knowledge, skills and attitudes required to solve problems in the workplace including the application of problem solving techniques and to determine and resolve the root cause/s of specific problems in the workplace.

1. Examine specific workplace challenges
2. Analyze the causes of specific workplace challenges
3. Formulate resolutions to specific workplace challenges
4. Implement action plans and communicate results

WORK IN A DIVERSE ENVIRONMENT (400311322) – This unit covers the outcomes required to work effectively in a workplace characterized by diversity in terms of religions, beliefs, races, ethnicities and other differences.

1. Develop an individual’s cultural awareness and sensitivity
2. Work effectively in an environment that acknowledges and values cultural diversity
3. Identify common issues in a multicultural and diverse environment

PROPOSE METHODS OF APPLYING LEARNING AND INNOVATION IN THE ORGANIZATION (400311323) – This unit covers the knowledge, skills and attitudes required to assess general obstacles in the application of learning and innovation in the organization and to propose practical methods of such in addressing organizational challenges.

1. Assess work procedures, processes and systems in terms of innovative practices
2. Generate practical action plans for improving work procedures, processes
3. Evaluate the effectiveness of the proposed action plans

USE INFORMATION SYSTEMATICALLY (400311324) – This unit covers the knowledge, skills and attitudes required to use technical information systems, apply information technology (IT) systems and edit, format & check information.

1. Use technical information
2. Apply information technology (IT)
3. Edit, format and check information

EVALUATE OCCUPATIONAL SAFETY AND HEALTH WORK PRACTICES (400311325) – This unit covers the knowledge, skills and attitudes required to interpret Occupational Safety and Health practices, set OSH work targets, and evaluate effectiveness of Occupational Safety and Health work instructions

1. Identify OSH compliance requirements
2. Prepare OSH requirements for compliance
3. Perform tasks in accordance with relevant OSH policies and procedures

EVALUATE ENVIRONMENTAL WORK PRACTICES (400311326) – This unit covers the knowledge, skills and attitude to interpret environmental Issues, establish targets to evaluate environmental practices and evaluate effectiveness of environmental practices

1. Interpret environmental practices, policies and procedures
2. Establish targets to evaluate environmental practices
3. Evaluate effectiveness of environmental practices

FACILITATE ENTREPRENEURIAL SKILLS FOR MICRO-SMALL-MEDIUM ENTERPRISES (MSMEs) (400311327) – This unit covers the outcomes required to build, operate and grow a micro/small-scale enterprise.

1. Develop and maintain microsmall-medium enterprise (MSMEs) skills in the organization
2. Establish and maintain clientbase/market
3. Apply budgeting and financial management skills

GLOSSARY OF TERMS

• Air Waybill It it I –  It is a receipt issued by an international airline for goods and an evidence of the contract of carriage that allows it to be tracked. It is not a document of title to the goods hence it is a non-negotiable instrument
• Barcode – It is an optical machine-readable representation of data relating to the object to which it is attached. It is a small image of lines (bars) and spaces that is affixed to store items identification cards, and etc. to identify a particular product number, person, or location.
• Certificate of Compliance – A document certified by a competent authority that the supplied good or service meets the required specification.
• Certificate of Origin – It is an important international trade document attesting that goods in a particular export shipment are wholly obtained, produced, manufactured or processed in a particular country
• Consignee – Is the entity or person who is responsible for the receipt of a shipment. Generally, but not always, the consignee is the same as the receiver or the buyer.
• Delivery Waiver – A permission for claiming goods or merchandise in the absence of the consignee or the rightful person
• Demurrage – It refers to charges that shall be imposed when customers have exceeded the standard free time allowed for taking delivery of a shipment from the shipping or transporting company’s warehouse
• Ergonomics – It is the scientific discipline concerned with the understanding of interactions among humans and other elements of a system, and the profession that applies theory, principles, data and methods to design in order to optimize human well-being and overall system performance
• Forklift – It is a powered industrial truck (usually engine, hydraulics or electricity used to lift and move materials in short distances
• Inventory – The total amount of goods and/or materials contained in a warehouse, store or factory at any given time.
• Lay-out – It is the manner in which parts of the warehouse are arranged or laid-out
• Lift truck Vehicles – used to lift, move, stack, rack, or otherwise manipulate loads.
• Load – Describes the materials being handled by a piece of equipment.
• Load Leading – A condition of pallet truck operation where the forks with the load leading on travel and the steering wheels behind
• Loading Dock – Also called loading bay is an area of a warehouse building where goods vehicles (usually road or rail) are loaded and unloaded.
• Logistics Provider – A company that provides management over the flow of goods and materials between points of origin to end-use destination. The provider will often handle shipping, inventory, warehousing, packaging and security functions for shipments.
• Negotiation – Discussion aimed at reaching an agreement.
• Order – A request by one party to another to make, supply, deliver, transfer or receive
  goods and services.
• Order Fulfillment – Used to describe the act of distribution or the logistics function, however, in the
  broader sense it refers to the way firms respond to customer orders.
• Packing List –  It is a document that includes details about the contents of a package to allow
  transport agencies, government authorities and customers know the contents
• Pallet –  portable platform designed to allow a forklift or pallet jack to lift, move, and store various loads
• Pallet Loader – A warehousing or manufacturing equipment designed to lift and move load on a pallet
• Pallet Truck – It is an equipment used to lift and move pallets are either manually operated or powered by means of electricity and hydraulics
• Physical Inventory Count Window – Allows many different methods of creating count lists, verifying and updating inventory counts.
• Palletizing Scheme – Create a number of alternative palletization patterns or arrangement which ensures cargo stability, taking into account pallet and box volumes.
• Pick List – It is a document that is often used to pull particular items in specific quantities
  from an inventory
• Pre-Operational Checks – Visual and physical checks made before operating any pallet jacks/trucks to identify damage, prevent accidents and to ensure the forklift is safe to use
• Purchase Order – A document used to approve, track, and process purchased items
• Reconciliation – It is a process where a company balances its physical inventory with the figures in its accounting books.
• Shelf Life Short landed – A condition where the manifested schedule of delivery does not actually arrive on time.
• Stacking – An orderly pile of stocks/goods, especially one arranged in layers.
• Stock Locator System – A system with the capability of tracking supplies and inventory during transport and storage.
• Stock Take or Inventory Count – Is the physical verification of the quantities and condition of items held in an inventory or warehouse. This may be done to provide an audit of existing stock valuation. It is also the source of stock discrepancy information.
• Transport-Route planning – It is a process to plan for the most cost-effective route by minimizing the distance traveled and time taken in the delivery process
• Warehouse Facility –  A facility where raw materials and manufactured goods materials are stored before distribution.
• Work-in-Process –  Part of manufacturer’s inventory that has not yet been completed and transferred as finished goods inventory