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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Manage inventory 
SAQA US ID UNIT STANDARD TITLE
9897  Manage inventory 
ORIGINATOR
SGB Food 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 06 - Manufacturing, Engineering and Technology Manufacturing and Assembly 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 5  Level TBA: Pre-2009 was L5  3 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 		 2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
Managing inventory to meet production requirements. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
This unit standard has been designed as part of a progression. It is one of a series of unit standards for activities below, at and above this level. The credits assigned to it are based on the assumption that I am learning what is needed for this unit standard as part of my learning for a range of related unit standards at this level or below it.

If I have experience in these related activities but do not have credits for them, I can obtain credits by being assessed through a process that recognises prior learning.

If I do not have such experience of related activities, then my learning time will be increased. I can choose to be assessed and obtain credits against those other unit standards as I make progress towards the outcomes of this unit standard. 

Specific Outcomes and Assessment Criteria: 

SPECIFIC OUTCOME 1 
Develop plan for location of materials during production process. 
OUTCOME NOTES 
  • Allow for sufficient rotation of raw materials and stock to minimise old and outdated inventory
  • Determine requirements for efficient and cost effective movement of materials across the floor 
    		•
    OUTCOME RANGE 
    Materials include raw materials and finished product 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Plan for materials management available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 2 
    2. Materials accessible to workstations. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 3 
    3. Cycle counts for raw and finished goods meet required standards. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 4 
    4. Production efficiencies are maintained. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 5 
    5. Material damage is minimal. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 6 
    6. Inventory levels are maintained to minimise inventory value. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 7 
    7. Inventory of raw materials and finished product are maintained to meet customer demands. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 8 
    8. Material movement and inventory count reports are available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    SPECIFIC OUTCOME 2 
    Station materials for production flow. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Plan for materials management available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 2 
    2. Materials accessible to workstations. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 3 
    3. Cycle counts for raw and finished goods meet required standards. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 4 
    4. Production efficiencies are maintained. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 5 
    5. Material damage is minimal. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 6 
    6. Inventory levels are maintained to minimise inventory value. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 7 
    7. Inventory of raw materials and finished product are maintained to meet customer demands. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 8 
    8. Material movement and inventory count reports are available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    SPECIFIC OUTCOME 3 
    Document materials movement and inventory count. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Plan for materials management available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 2 
    2. Materials accessible to workstations. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 3 
    3. Cycle counts for raw and finished goods meet required standards. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 4 
    4. Production efficiencies are maintained. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 5 
    5. Material damage is minimal. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 6 
    6. Inventory levels are maintained to minimise inventory value. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 7 
    7. Inventory of raw materials and finished product are maintained to meet customer demands. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 8 
    8. Material movement and inventory count reports are available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    SPECIFIC OUTCOME 4 
    Establish lot sizes and reorder points. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Plan for materials management available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 2 
    2. Materials accessible to workstations. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 3 
    3. Cycle counts for raw and finished goods meet required standards. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 4 
    4. Production efficiencies are maintained. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 5 
    5. Material damage is minimal. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 6 
    6. Inventory levels are maintained to minimise inventory value. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 7 
    7. Inventory of raw materials and finished product are maintained to meet customer demands. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 8 
    8. Material movement and inventory count reports are available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    SPECIFIC OUTCOME 5 
    Conduct on-site inventory. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Plan for materials management available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 2 
    2. Materials accessible to workstations. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 3 
    3. Cycle counts for raw and finished goods meet required standards. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 4 
    4. Production efficiencies are maintained. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 5 
    5. Material damage is minimal. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 6 
    6. Inventory levels are maintained to minimise inventory value. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 7 
    7. Inventory of raw materials and finished product are maintained to meet customer demands. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 8 
    8. Material movement and inventory count reports are available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    SPECIFIC OUTCOME 6 
    Change logistics and update inventory to respond to production and engineering changes. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Plan for materials management available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 2 
    2. Materials accessible to workstations. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 3 
    3. Cycle counts for raw and finished goods meet required standards. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 4 
    4. Production efficiencies are maintained. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 5 
    5. Material damage is minimal. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 6 
    6. Inventory levels are maintained to minimise inventory value. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 7 
    7. Inventory of raw materials and finished product are maintained to meet customer demands. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 

    ASSESSMENT CRITERION 8 
    8. Material movement and inventory count reports are available. 
    ASSESSMENT CRITERION NOTES 
    Indicators:

    1. Inventory taken within required timeframe with minimum interference with production.
    2. Orders from production are filled in a timely way.
    3. Order lead-time requirements are reasonable.
    4. Reports are distributed in a timely fashion to correct parties.
    5. Work is undertaken in a safe manner.
    6. Production floor and storage locations are tidy and uncluttered.

    Understanding confirmed:

    1. Discuss and explain how to balance lead time and cycle time issues with inventory management.
    2. Discuss how changes in the manufacturing process will affect the inventory system.
    3. Explain the impact of failure to establish inventory levels and re-order points on materials availability. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    My assessment will be governed by the policies and guidelines of the MERSETA Education and Training Quality Assurer who has jurisdiction over this field of learning. My assessor will (at the very least) be accredited and have a technical qualification in this learning area.

    I can be assessed in the language of my choice although if I have to report incidents or conditions to someone else, I will be assessed on my ability to report in the language commonly used in my working environment.

    I will be assessed in the workplace but I can submit documents, projects, test results and assignments that were not produced in the workplace.

    I can be assessed against this unit standard to obtain credits or as part of an integrated assessment for a qualification. 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    Names & functions of:
  • Products
  • Inventory in stock

    Attributes, descriptions, characteristics & properties:
  • Inventory in stock
  • Inventory methods
  • Production floor plan
  • Production flow
  • Basic manufacturing process to recognise how changes will affect inventory system
  • Material process steps to make finished product
  • Documentation

    Purpose of:
  • Managing inventory
  • Cycle counts
  • Documentation

    Processes, events, causes and effects, implications:
  • Implications of failure to maintain inventory levels and re-order points on materials availability for production

    Procedures and techniques:
  • Planning techniques, e.g. Kanban
  • Security procedures for inventory control
  • Special handling requirements and procedures for high value parts
  • Verification procedures
  • Inventory reporting procedures
  • Procedures for material storage and movement to improve material data accuracy
  • Stock rotation procedures

    Regulations, legislation, agreements, policies, standards
  • Applicable safety regulations
  • Policies for ordering and reordering of materials
  • Quality standards and specifications

    Theory: rules, principles, laws
  • Mathematical and statistical principles as they relate to inventory control

    Relationships, systems:
  • Impact of poorly managed inventory on production costs
  • Relationship between inventory levels and production costs 
    		•


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems:
  • Identify opportunities for improvement in managing inventory 
    		•

    UNIT STANDARD CCFO WORKING 
    Work effectively with others:
  • Interact with production personnel to determine effectiveness of material flow 
    		•

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage myself and my activities:
  • Develop and implement plans for inventory management
  • Work methodically and systematically 
    		•

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information:
  • Collect and analyse data and make decisions based on the analysis 
    		•

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively:
  • Explain and discuss activities
  • Explain and discuss performance 
    		•

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically:
  • Use data representation and manipulation (statistics)
  • Use a methodical scientific approach 
    		•

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems:
  • Identify and allow for the effects of change on the inventory
  • Balance improvements in inventory control across the needs of production and the customer 
    		•

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  21007   National Certificate: Automotive component manufacturing and assembly  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2008-11-01  Was MERSETA until Last Date for Achievement 
    Core  71969   National Certificate: Automotive Components: Manufacturing and Assembly  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2015-06-30  MERSETA 
    Core  20891   National Certificate: Plastics Manufacturing  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Registered"     		 2005-04-13  Was MERSETA until Last Date for Achievement 
    Core  49448   National Certificate: Plastics Manufacturing  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  MERSETA 
    Core  61729   National Diploma: Policing  Level 6  NQF Level 06  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  SAS SETA 
    Elective  58779   Further Education and Training Certificate: Production Technology  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  MERSETA 
    Elective  36153   National Certificate: Polymer Composite Fabrication  Level 4  Level TBA: Pre-2009 was L4  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  MERSETA 
    Elective  59201   National Certificate: Generic Management  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  As per Learning Programmes recorded against this Qual 
    Elective  49743   National Certificate: Manufacturing Management  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  FOODBEV 
    Elective  57122   National Certificate: Printing and Manufacture of Packaging  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2015-06-30  FPMSETA 
    Elective  58183   National Diploma: Forensic Pathology Support  Level 5  NQF Level 05  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  SAS SETA 
    Elective  48765   National Diploma: Maintenance of High-speed Production Processes (Fast-moving Consumer Goods)  Level 5  NQF Level 05  Passed the End Date -
    Status was "Reregistered"     		 2015-06-30  FOODBEV 
    Elective  48967   National Certificate: Business Advising Operations  Level 6  Level TBA: Pre-2009 was L6  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  SERVICES 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 


    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.