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To order additional copies please contact: Government Publications Services PO Box 9452 Stn Prov Govt Victoria, BC V8W 9V7 Phone: 250 387-6409 or Toll Free: 1 800 663-6105 Fax: 250 387-1120 www.publications.gov.bc.ca
Copyright © 2009 Industry Training Authority This publication may not be reproduced in any form without permission by the
Industry Training Authority Contact Director, Government Publications Services, Queen’s Printer at 250 356-6876
LOGISTICS & DISTRIBUTION 2
PROGRAM OUTLINE
2009
Developed By Industry Training Authority
Province of British Columbia
Logistics and Distribution 2 Industry Training Authority i 11/14
TABLE OF CONTENTS FOREWORD ................................................................................................................................. II ACKNOWLEDGEMENTS ............................................................................................................ II SECTION 1 PROFILE CHARTS ................................................................................................. 1
Competency Descriptions ....................................................................................................... 4 SECTION 2 LOGISTICS & DISTRIBUTION 2 PROGRAM OUTLINE ........................................ 5
Suggested Schedule Of Time Allotments For Logistics And Distribution 2 ............................. 6 Program Outline For Logistics & Distribution 2 ...................................................................... 8
SECTION 3 TRAINING PROVIDER STANDARDS .................................................................. 33
Instructor Requirements ........................................................................................................ 34 Facility Requirements ............................................................................................................ 35 Equipment List ...................................................................................................................... 36
Logistics and Distribution 2 Industry Training Authority ii 11/14
FOREWORD This Program Outline is issued by the Automotive Training Standards Organization for use in apprenticeship training classes sponsored by the Automotive Training Standards Organization. Indentured apprentices will be directed to the Apprenticeship Training classes in accordance with the General Regulations made pursuant to the “Industry Training and Apprenticeship Act” of British Columbia. It is intended as a guide for instructors of apprenticeship. Practical instruction by demonstration and student participation should be integrated with classroom sessions. Safe working practices, even though not always specified in each operation or topic, are an implied part of the program and should be stressed throughout the apprenticeship. It is the responsibility of employers to ensure safety training for the apprentices working on their worksites. The “Content” portion of each competency is there as a guide only, and is not intended to be exhaustive. A competency profile chart has been placed in the program outline and at the end of the program outline is a list of requirements necessary to offer the training. The Program Outline was prepared with the advice and assistance of representatives of management and labour and in cooperation with the Automotive Training Standards Organization.
SAFETY ADVISORY Be advised that references to the WorkSafe BC safety regulations contained within these materials do not/may not reflect the most recent Occupational Health and Safety Regulation (the current Standards and Regulation in BC can be obtained on the following website: http://www.worksafebc.com. Please note that it is always the responsibility of any person using these materials to inform him/herself about the Occupational Health and Safety Regulation pertaining to his/her work.
Logistics and Distribution 2 Industry Training Authority iii 11/14
ACKNOWLEDGEMENTS The Program Outline was prepared with the advice and direction of an industry steering committee convened initially by the. Steering Committee: Alison Csanyi – CMH&DS Harjeet Kaur – Container World Jim Perkins – GVRD, Fleet Management Coleen Battel – E.V. Logistics
Logistics and Distribution 2 Industry Training Authority 2 11/14
Occupation Analysis Chart – Logistics & Distribution 2
TRANSPORTATION AND TRAFFIC
LINE A
Analyze modes of transportation
A1
Discuss terms, costing and documentation for various modes of transportation
A2
Describe traffic management
A3
Describe the import/ export process
A4
INTERMEDIATE MATERIALS HANDLING OPERATIONS AND PROCEDURES
LINE B
Describe receiving and returns procedures
B1
Describe stock and storage procedures
B2
Describe order processing
B3
Describe packaging product for transportation
B4
Describe maintaining accurate inventory
B5
Describe supplier returned shipping precautions
B6
MATERIALS IDENTIFICATION
LINE C
Describe material identification Systems
C1
Describe physical material identification tools and procedures
C2
Describe electronic material identification
C3
Describe material identification records
C4
CUSTOMER SERVICE
LINE D
Describe internal and external customer service
D1
Analyze customer satisfaction
D2
Analyze customer service goals
D3
Define difficult customer situations and techniques
D4
Describe written communication skills
D5
WAREHOUSE BUSINESS OPERATIONS MEASUREMENTS
LINE E
Define warehouse costs
E1
Logistics and Distribution 2 Industry Training Authority 3 11/14
COMMUNICATION & PROFESSIONALISM
LINE F
Describe effective oral communication
F1
Utilize effective written communication
F2
Logistics and Distribution 2 Industry Training Authority 4 11/14
COMPETENCY DESCRIPTIONS
CERTIFICATION FLOWCHART
Parts and Warehousing 1 Certificate of Qualification 1680 Hours on the Job Work Experience 90 Hours In-School Technical Training
OWO1, CCS1, WSS1, BMHOP1, MHPE1, ITW1
Parts Person (Parts Person 3) Certificate of Qualification
with Interprovincial Red Seal 1680 Hours (5040 Accumulated) on the Job Work Experience
90 Hours In-School Technical Training P-ICP3, P-M3, P-CCC3, P-IPBM3, P-FM3
Logistics & Distribution 3 Certificate of Qualification
1680 Hours (5040 Accumulated) on the Job Work Experience 90 Hours In-School Technical Training
W-FWBM3, W-FPP3, W-FICP3, W-FQM3, W-FWSS3
Parts Person 2 Certificate of Qualification 1680 Hours (3360 Accumulated) on the Job Work Experience
90 Hours In-School Technical Training P-PI2, P-SSR2, P-C2, P-CP2, P-SRC2
Logistics & Distribution 2 Certificate of Qualification 1680 Hours (3360 Accumulated) on the Job Work Experience
90 Hours In-School Technical Training W-TT2, W-IMHOP2, W-MI2, W-CS2, W-WBOM2
Parts Person 2 Parts Identification (P-PI2) Standard Stock Recognition (P-SSR2) Catalogues (P-C2) Communication and Professionalism (P-CP2)
Sales Representatives' Characteristics (P-SRC2)
Logistics & Distribution Person 2 Transportation and Traffic (W-TT2) Intermediate Materials Handling Ops & Procedures
(W-IMHOP2) Materials Identification (W-MI2)
Customer Service (W-CS2)
Warehouse Business Operations Measurements (W-WBOM2)
Parts and Warehousing 1 Overview of Warehouse Operations (OWO1) Communications and Comprehension Skills (CCS1) Warehouse Safety Skills (WSS1) Basic Materials Handling Operations and Procedures (BMHOP1)
Materials Handling and Packaging Equipment (MHPE1) Information Technology in Warehousing (ITW1)
Parts Person (Parts Person 3) Inventory Control Procedures (P-ICP3) Merchandising (P-M3) Communications and Customer Care (P-CCC3) Introduction to Parts Business Management (P-IPBM3)
Financial Management (P-FM3)
Logistics & Distribution Person 3 Fundamentals of Warehouse Business Management
(W-FWBM3) Fundamentals of Purchasing Procedures (W-FPP3) Fundamentals of Inventory Control Procedures
(W-FICP3) Fundamentals of Quality Management (W-FQM3)
Fundamentals of Workplace Supervisory Skills (W-FWSS3)
Logistics and Distribution 2 Industry Training Authority 5 11/14
SECTION 2
LOGISTICS & DISTRIBUTION 2 PROGRAM OUTLINE
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SUGGESTED SCHEDULE OF TIME ALLOTMENTS FOR LOGISTICS AND DISTRIBUTION 2
Logistics and Distribution 2 Theory Practical Page
Line A Transportation and Traffic 12% of Time
A1 Analyze modes of transportation 20 20 9 A2 Discuss terms, costing and documentation for various modes of
transportation 50 45 10
A3 Describe traffic management 15 15 12 A4 Describe the import/export process 15 20 13
Line B Intermediate Materials Handling Operations and Procedures
26% of Time
B1 Describe receiving and returns procedures 20 10 14 B2 Describe stock and storage procedures 10 20 15 B3 Describe order processing 20 20 16 B4 Describe packaging product for transportation 20 10 17 B5 Describe maintaining accurate inventory 20 30 19 B6 Describe supplier returned shipping precautions 10 10 20
Line C Materials Identification 22% of Time
C1 Describe materials identification systems 25 20 21 C2 Describe physical material identification tools and procedures 25 30 22 C3 Describe electronic material identification 25 30 23 C4 Describe material identification records 25 20 24
Line D Customer Service 22% of Time
D1 Describe internal and external customer service 20 20 25 D2 Analyze customer satisfaction 15 15 26 D3 Analyze customer service goals 15 15 27 D4 Define difficult customer situations and techniques 25 25 28 D5 Describe written communication skills 25 25 29
Line E Warehouse Business Operations Measurements 8% of Time
E1 Define warehouse costs 100 100 30
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Logistics and Distribution 2 Theory Practical Page
Line F Communication and Professionalism 10% of Time
F1 Describe effective oral communication 50 40 31 F2 Utilize effective written communication 50 60 32
Logistics and Distribution 2 Industry Training Authority 8 11/14
PROGRAM OUTLINE FOR
LOGISTICS & DISTRIBUTION 2
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LINE A: TRANSPORTATION AND TRAFFIC Competency: A1 Analyze modes of transportation. Learning Objectives: 1. The Learner will be able to analyze modes of transportation. LEARNING TASKS CONTENT 1. Review common modes of transportation used to
transport goods/products/materials. Rail Marine Road Air Pipeline Intermodal Private fleet Bus Other
2. Compare the advantages and disadvantages of the
various modes of transportation. Cost Geographical limitations Physical characteristics of
materials Packaging specifications and
requirements Routing options Hazardous materials Customers requirements Other
Achievement Criteria: Given a written and/or a practical assessment on modes of transportation the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 10 11/14
LINE A: TRANSPORTATION AND TRAFFIC Competency: A2 Discuss terms, costing and documentation for various modes of
transportation. Learning Objectives: 1. The Learner will be able to define various transportation terms. 2. The Learner will be able to define the cost structures of the various modes of transportation. LEARNING TASKS CONTENT 1. Define transportation terms.
Less than truck load Truck load Containers Rail Courier Customs brokers Freight consolidation Demurrage Storage Pool car Freight
2. Describe the costs involved with various forms of
transportation. Rail Marine Road Air Pipeline Intermodal Private fleet Bus Other Less than truck load Truck load Containers Rail Courier Demurrage Storage
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Learning Tasks continued CONTENT 3. Describe the required documentation for the various
modes of transportation. Waybill (pro bill) Bill of lading Customs documentation Contracted rates Claims Transportation of Dangerous
Goods Other
Achievement Criteria: Given a written and/or a practical assessment on terms, costing and documentation for various modes of transportation the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 12 11/14
LINE A: TRANSPORTATION AND TRAFFIC Competency: A3 Describe traffic management. Learning Objectives: 1. The Learner will be able to describe the function of the traffic department in a transportation
operation. 2. The Learner will be able to identify the advantages of good transportation management. LEARNING TASKS CONTENT 1. Describe the functions of the traffic department in a
transportation operation. Equipment selection Commodity and freight scheduling Transportation mode selection Freight rate negotiation and audit Claims prevention Special services
- expediting - tracing
Other 2. Identify the advantages of good transportation
management. Economic Quality Damage control Reduction of transit time Other
Achievement Criteria: Given a written and/or a practical assessment on traffic management the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 13 11/14
LINE A: TRANSPORTATION AND TRAFFIC Competency: A4 Describe the import/export process. Learning Objectives: 1. The Learner will be able to define basic import/export transportation/traffic terminology. 2. The Learner will be able to describe documentation and practices with regard to
import/export. LEARNING TASKS CONTENT 1. Describe basic import/export traffic/transportation
terminology. Bonded
- warehouse - designated area
Certificate of inspection Certificate of origin CIF FAS Letter of Credit Pro Forma Manifest Warfage
2. Describe the goals and basic structure of customs
regulations and conditions affecting the import/export process.
Country of origin NAFTA Tariffs/duty Permits Coding system Other
3. Describe types of documents and common practices,
and identify the proper use of the documents and practices.
Coding Valuation EDI (Electronic Data Interchange) Customs brokers Other
Achievement Criteria: Given a written and/or a practical assessment on the import/export process the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 14 11/14
LINE B: INTERMEDIATE MATERIALS HANDLING OPERATIONS & PROCEDURES
Competency: B1 Describe receiving and returns procedures. Learning Objectives: 1. The Learner will be able to define the relationship of receiving to other operations. 2. The Learner will be able to describe the correct policies and procedures regarding the
handling of goods returned by customers. LEARNING TASKS CONTENT 1. Describe the relationship of receiving to other
operations. Purchasing Accounts payable Customer service Inventory control Loss and damage claims Other
2. Describe the appropriate policy and procedures on
goods returned by customers. Corporate policies and procedures Other established procedures Inventory accounting adjustments General ledger adjustments
Achievement Criteria: Given a written and/or a practical assessment on receiving and returns procedures the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 15 11/14
LINE B: INTERMEDIATE MATERIALS HANDLING OPERATIONS & PROCEDURES
Competency: B2 Describe stock and storage procedures. Learning Objectives: 1. The Learner will be able to describe the importance of stocking and storing procedures. LEARNING TASKS CONTENT 1. Describe the importance of stocking and storage
procedures from various aspects. Costs Effective use of space Special products characteristics Other
Achievement Criteria: Given a written and/or a practical assessment on stock and storage procedures the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 16 11/14
LINE B: INTERMEDIATE MATERIALS HANDLING OPERATIONS & PROCEDURES
Competency: B3 Describe order processing. Learning Objectives: 1. The Learner will be able to describe the importance of order processing. LEARNING TASKS CONTENT 1. Describe the order cycle. Definition
Economic impact 2. Describe correct order staging and stock selection. Definitions
Purpose of correct order staging and stock selection
Destination Commodity groups Location sequence Order date
3. Describe product allocation, reservation and back
orders. Definitions Effect on inventory control Effect on customer service
Achievement Criteria: Given a written and/or a practical assessment on order processing the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 17 11/14
LINE B: INTERMEDIATE MATERIALS HANDLING OPERATIONS & PROCEDURES
Competency: B4 Describe packaging product for transportation. Learning Objectives: 1. The Learner will be able to describe various packaging and packing materials and choose
the appropriate materials with respect to cost effectiveness and protection of product. LEARNING TASKS CONTENT 1. Describe packaging and packing materials,
comparing various materials with respect to cost effectiveness and protection of product.
Packages - crates - cartons - sleeves - other
Fastening materials - strapping - taping - shrink wrapping - other
Filler materials - foam - bubble pack - air packs - shredded paper - other
Product characteristics considerations- weight - shape - special handling - other
Damage prevention materials - silica gel - volatile corrosion inhibitors - barrier materials - cushioning
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Learning Tasks continued 2. Describe containment methods and their
advantages. Shipping costs Loss and damage Sea vans Cartons Shrink wrap Pallets
Achievement Criteria: Given a written and/or a practical assessment on packaging product for transportation the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 19 11/14
LINE B: INTERMEDIATE MATERIALS HANDLING OPERATIONS & PROCEDURES
Competency: B5 Describe maintaining accurate inventory. Learning Objectives: 1. The Learner will be able to describe accurate inventory maintenance procedures. LEARNING TASKS CONTENT 1. Describe procedures that ensure the accuracy of
stock control records. Cycle counts Annual physical counts Periodic Perpetual
2. Describe the procedure for the preparation of stock
counts. Documentation Transactions cut offs
3. Describe the management of surplus, slow moving
and obsolete stock. Definitions Corporate policies and procedures
4. Describe effective control of inventory transactions
under specific conditions. Cycle/physical counts Inventory adjustments Count finalization Ongoing accuracy
Achievement Criteria: Given a written and/or a practical assessment on maintaining accurate inventory the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 20 11/14
LINE B: INTERMEDIATE MATERIALS HANDLING OPERATIONS & PROCEDURES
Competency: B6 Describe supplier returned shipping precautions. Learning Objectives: 1. The Learner will be able to describe supplier returned shipping precautions. LEARNING TASKS CONTENT 1. Describe shipment precautions for supplier returned
product. Cost of potential loss and damage Insurance and liability Corporate policies and procedures Inventory accounting adjustments General ledger adjustments Other
2. Describe supplier returned shipping documentation. Bills of lading
Waybill Hazardous goods manifest Contracts/agreements
Achievement Criteria: Given a written and/or a practical assessment on supplier returned shipping precautions the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 21 11/14
LINE C: MATERIALS IDENTIFICATION Competency: C1 Describe material identification systems. Learning Objectives: 1. The Learner will be able to describe material identification systems. 2. The Learner will be able to define the advantages and disadvantages of each system in
relation to specific warehouse operations. LEARNING TASKS CONTENT 1. Describe identification systems. 2. Define the advantages/disadvantages of each system.
Definitions Physical Electronic Backup systems Federal stock number National stock number Random numbers Sequential numbers
Achievement Criteria: Given a written and/or a practical assessment on material identification systems the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 22 11/14
LINE C: MATERIALS IDENTIFICATION Competency: C2 Describe physical material identification tools and procedures. Learning Objectives: 1. The Learner will be able to describe physical methods and tools for material identification. 2. The Learner will be able to describe the advantages and disadvantages of various methods
and tools for physical material identification. LEARNING TASKS CONTENT 1. Describe physical methods and tools for physical
material identification. Labels Nameplates Engraving Stencils Marking pens Tags Other
2. Describe advantages and disadvantages of the
various physical methods and tools for material identification.
Type of storage Quantity of material Storage environment Durability of identification MSDS and WHMIS guidelines
Achievement Criteria: Given a written and/or a practical assessment on physical material identification tools and procedures the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 23 11/14
LINE C: MATERIALS IDENTIFICATION Competency: C3 Describe electronic material identification. Learning Objectives: 1. The Learner will be able to describe electronic methods and tools for material identification. 2. The Learner will be able to describe the advantages and disadvantages of various methods
and tools for electronic material identification. LEARNING TASKS CONTENT 1. Introduce electronic methods and tools for physical
material identification. Bar code technology Scanner technology Computer identification systems Microchip technology Other
2. Describe advantages and disadvantages of the
various physical methods and tools for material identification.
Type of storage Quantity of material Storage environment Durability of identification
Achievement Criteria: Given a written and/or a practical assessment on electronic material identification the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 24 11/14
LINE C: MATERIALS IDENTIFICATION Competency: C4 Describe material identification records. Learning Objectives: 1. The Learner will be able to identify the various systems used for material identification
records. LEARNING TASKS CONTENT 1. Describe material identification recording systems. Cataloguing
Microfiche/microfilm Computer files Capital equipment tracking systems Other
2. Describe the advantages and limitations of the
various recording systems. Cost Capacity Timelines Revision capabilities
Achievement Criteria: Given a written and/or a practical assessment on material identification records the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 25 11/14
LINE D: CUSTOMER SERVICE Competency: D1 Describe internal and external customer service. Learning Objectives: 1. The Learner will be able to define internal and external customers. LEARNING TASKS CONTENT 1. Identify types of internal customers. Management
Accounting Sales Marketing Production operations Other branches User departments - internal
stakeholders 2. Identify types of external customers. Retail customers
Wholesale customers Government agencies
- customs Transportation companies Suppliers
3. Compare internal and external customer needs and expectations.
Parts ETA Communication Rush orders Back orders Competitive pricing Accuracy In stock Shipping preference Hold orders
Achievement Criteria: Given a written and/or a practical assessment on internal and external customers the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 26 11/14
LINE D: CUSTOMER SERVICE Competency: D2 Analyze customer satisfaction. Learning Objectives: 1. The Learner will be able to describe the relationship of good customer service to other
factors. LEARNING TASKS CONTENT 1. Describe the relationship of good customer service
to other factors. Marketing strategies Company policies and goals
2. Explain the importance of creating loyal customers. Financial
Continuity Advertising
3. Identify methods of measuring customer service.
Qualitative and quantitative Industry specific measurements Inventory measurements Backorder rate Fill rate Stock outs Returns Accuracy Throughput measurements Customer surveys and evaluations Turnover Benchmarking
Achievement Criteria: Given a written and/or a practical assessment on customer satisfaction the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 27 11/14
LINE D: CUSTOMER SERVICE Competency: D3 Analyze customer service goals. Learning Objectives: 1. The Learner will be able to identify specific goals of customer service. 2. The Learner will be able to describe different approaches used to implement good customer
service. LEARNING TASKS CONTENT 1. Identify specific goals of customer service. Customer retention
Customer satisfaction Customer increase Reduced damage Improved teamwork
2. Discuss various techniques used to implement good customer service.
First Impressions Friendly Knowledgeable Courteous Prompt service Professional Constant contact Cost effective Follow up survey Under promise-over deliver
Achievement Criteria: Given a written and/or a practical assessment on customer service goals the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 28 11/14
LINE D: CUSTOMER SERVICE Competency: D4 Define difficult customer situations and techniques. Learning Objectives: 1. The Learner will be able to identify different types of difficult behaviour in customers and
select techniques for dealing with the various situations. 2. The Learner will be able to describe appropriate and effective action in dealing with
customer complaints. LEARNING TASKS CONTENT 1. Describe difficult types of behaviour in customers. Angry customers
Impatient customers Indecisive customers Other behaviours
2. Describe techniques for dealing with identified
difficult types of behaviour and with customer complaints.
Collecting facts - active listening - encouraging customer to provide details
Empathy Impartiality Verifying facts Ascertain customer expectations Firmness and respect Arguing with a customer Providing an agreeable solution Corporate policies and procedures
- reporting complaint - avoiding repetition
Achievement Criteria: Given a written and/or a practical assessment on difficult customer, situations and techniques the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 29 11/14
LINE D: CUSTOMER SERVICE Competency: D5 Describe written communication skills. Learning Objectives: 1. The Learner will be able to define the importance of good written communications skills. 2. The Learner will be able to identify when and why a specific form of written communication
is used. LEARNING TASKS CONTENT 1. Describe the importance of good written
communication skills. Clarity/efficiency Customer impression Effectiveness
2. Analyze when and why a specific form of written
communication is used. Letters Memos Reports Email Pre-printed documents
- claims - surveys - other
3. Introduce pre-printed documents. Pre-printed documents
- forms - claims - surveys - other
4. Describe the various mediums and when they are
used. Postal service Computer (email) Fax Courier Hand delivery
Achievement Criteria: Given a written and/or a practical assessment on written communication skills the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 30 11/14
LINE E: WAREHOUSE BUSINESS OPERATIONS MEASUREMENTS Competency: E1 Define warehouse costs. Learning Objectives: 1. The Learner will be able to define the financial implications of a warehouse. 2. The Learner will be able to describe common financial measurements used to evaluate
warehousing business operations. 3. The Learner will be able to define effective audit trails. LEARNING TASKS CONTENT 1. Describe the various financial implications of a
warehouse. Operation costs Human resource allocation
- labour costs Opportunity costs Inventory costs Shrinkage Expenses Depreciation Capital costs Asset recovery
- salvage Financing costs Other
2. Describe common financial measurements used to
evaluate warehousing business operations. Cost/benefit analysis Depreciation calculations Return on investment calculations Other
3. Describe effective audit trails. Purchase orders
Invoices Payments
Achievement Criteria: Given a written and/or a practical assessment on warehouse costs warehouse costs the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 31 11/14
LINE F: COMMUNICATION & PROFESSIONALISM Competency: F1 Describe effective oral communication. Learning Objectives: 1. The Learner will have the ability to describe effective oral communication. LEARNING TASKS CONTENT 1. Describe effective oral communication skills. Structured
- vocabulary, words - sentences - clarity - repeat for verification - summarize - layman’s terms
Non-structured
- Noise
- Grunts, sighs
- Affirmations
- Profanity
Achievement Criteria: Given a written and/or a practical assessment on effective oral communication the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 32 11/14
LINE F: COMMUNICATION & PROFESSIONALISM Competency: F2 Utilize effective written communication. Learning Objectives: 1. The Learner will have the ability to utilize effective written communication. LEARNING TASKS CONTENT 1. Review common methods of sending and receiving written communication.
Internal mail External mail Faxes Email Other
2. Review when and why various methods of written communication are used.
Internal mail External mail Faxes Other
3. Describe basic written communication rules. Date
Signature (if required) Organized information Spelling Grammar Punctuation Paragraph structure Clarity Conciseness Proof read before sending
Achievement Criteria: Given a written and/or a practical assessment on effective written communication the Learner will be able to demonstrate knowledge of the trade by achieving 70% or better based on a summative total of Instructor assessments.
Logistics and Distribution 2 Industry Training Authority 33 11/14
SECTION 3
TRAINING PROVIDER STANDARDS
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INSTRUCTOR REQUIREMENTS
Trade Qualification Industrial Warehousing with a Trades Qualification endorsement
Work Experience Must have a minimum of 5 years experience as a journeyperson Must have diverse industry experience including that which would cover all the
competencies in this level
Training Qualifications Instructors Certificate (minimum 30hr course) Instructors must have or be registered in an Instructor’s Diploma Program, to be
completed within a five year period. Or, hold a Bachelors or Masters degree in Education.
Logistics and Distribution 2 Industry Training Authority 35 11/14
FACILITY REQUIREMENTS
CLASSROOM AREA
Comfortable seating and tables suitable for training, teaching, lecturing Compliance with all local and national fire code and occupational safety
requirements Lighting controls to allow easy visibility of projection screen while also allowing
students to take notes Windows must have shades or blinds to adjust sunlight Heating / Air conditioning for comfort all year round In-room temperature regulation to ensure comfortable room temperature In-room ventilation sufficient to control training room temperature Acoustics in the room must allow audibility of the instructor White marking board with pens and eraser (optional: flipchart in similar size) Projection screen or projection area at front of classroom Overhead projector and/or multi-media projector
SHOP AREA (fixed properties)
Suitable demonstration area Lighting appropriate for good vision in ambient light Compliance with all local and national fire code and occupational safety
requirements Must meet Municipal and Provincial bylaws in regards to waste water management
and environmental laws Adequate counter to student ratio Adequate computer to student ratio
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EQUIPMENT LIST
Classroom
Updated computers Various recent industry catalogues Measuring tools Microfiche reader (for reference only) In-class parts counter or equivalent Power point equipment Static displays Various example parts Phones and office equipment