Table of contents
Task D-11 Handles parts and materials
Task descriptor
Parts technicians must ensure the effective placement of parts and products in the warehouse for ease of retrieval, increased sales and quick service.
D-11.01 Maintains storage design layout
D-11.01 Maintains storage design layout
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-11.01.01P |
label locations |
locations are labelled according to company policies and procedures |
| D-11.01.02P |
identify location and placement for new parts |
location and placement for new parts are identified according to factors |
| D-11.01.03P |
maintain designated space for incoming inventory |
designated space for incoming inventory is maintained according to time of delivery and size of shipment |
| D-11.01.04P |
adjust placement of existing parts |
placement of existing parts is adjusted according to factors |
| D-11.01.05P |
maintain loading dock space |
loading dock space is maintained for shipping and receiving |
| D-11.01.06P |
maintain unobstructed pathways |
unobstructed pathways are maintained to prevent injuries and for ease of access |
| D-11.01.07P |
utilize space to maximum potential |
space is utilized for maximum potential |
Range of variables
- factors include: size, weight, environment, time sensitive goods, dangerous goods, ease of access, volume of sales, season, time, temperature, light
- maximum potential of space includes: stacking, using hooks rather than laying items flat, mezzanine, carousels
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-11.01.01L |
demonstrate knowledge of storage design layouts |
identify types of warehouse layouts, and describe their characteristics and applications |
| define terminology associated with warehouse layouts and their components |
| identify hazards, and describe safe work practices associated with storage design layout |
| interpret codes and regulations pertaining to storage design layouts and warehouse equipment |
| explain dimensions of parts and materials |
| explain space requirements for warehouse equipment |
| D-11.01.02L |
demonstrate knowledge of procedures to maintain storage design layout |
describe procedures to maintain storage design layout |
Range of variables
- codes and regulations include: WHMIS, OH&S
D-11.02 Handles sensitive products
D-11.02 Handles sensitive products
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-11.02.01P |
identify sensitive products |
sensitive products are identified |
| D-11.02.02P |
place and secure sensitive products in designated locations |
sensitive products are placed and secured in designated locations |
| D-11.02.03P |
identify codes and regulations pertaining to handing sensitive products |
codes and regulations pertaining to handing sensitive products are identified |
| D-11.02.04P |
wear PPE |
PPE is worn according to product being handled |
| D-11.02.05P |
use specialized tools and equipment for handling sensitive products |
specialized tools and equipment are used for handling sensitive products |
| D-11.02.06P |
package sensitive products |
sensitive products are packaged according to company policies and procedures and jurisdictional regulations |
Range of variables
- sensitive products include: chemicals, electronics, hazardous and dangerous goods, paint, batteries, perishables, mercury
- designated locations include: locked cabinet, fireproof cabinet, catch basin, temperature appropriate environment, dangerous goods secured zone, drums
- codes and regulations include: WHMIS, OH&S
- specialized tools and equipment include: battery transportation clamps, carts, pouring stations for paints, spill kits, acid containers
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-11.02.01L |
demonstrate knowledge of handling, storing and disposing of sensitive products |
identify types of sensitive products, and describe their characteristics and applications |
| define terminology associated with sensitive products |
| identify hazards and describe safe work practices associated with sensitive products |
| describe PPE used when handling sensitive products |
| interpret codes and regulations for handling, storing and disposing of sensitive products |
| identify designated locations, and describe their characteristics and applications |
| identify specialized tools and equipment used for handling sensitive products |
| D-11.02.02L |
demonstrate knowledge of procedures to handle, store, package and dispose of sensitive products |
describe procedures to handle store, and dispose of sensitive products |
| describe procedures to use specialized tools and equipment for handling sensitive products |
| describe procedures to package sensitive products |
Range of variables
- sensitive products include: chemicals, electronics, hazardous and dangerous goods, paint, batteries, perishables, mercury
- codes and regulations include: WHMIS, OH&S
- designated locations include: locked cabinet, fireproof cabinet, catch basin, temperature appropriate environment, dangerous goods secured zone, drums
- specialized tools and equipment include: battery transportation clamps, carts, pouring stations for paints, spill kits, acid containers
D-11.03 Rotates inventory
D-11.03 Rotates inventory
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-11.03.01P |
rotate inventory according to first in/first out (FIFO) and last in/first out (LIFO) principles, date code, expiry date, product packaging and obsolescence |
inventory is rotated according to FIFO and LIFO principles, date code, expiry date, product packaging and obsolescence |
| D-11.03.02P |
maintain quality of product |
quality of product is maintained by following storage requirements |
Range of variables
- storage requirements include: avoiding weight compression, preventing weathering, avoiding tipping, storage site inspections, lighting, removing perishables
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-11.03.01L |
demonstrate knowledge of inventory rotation |
describe purposes for inventory rotation |
| define terminology associated with inventory rotation |
| identify hazards and describe safe work practices associated with inventory rotation |
| interpret codes and regulations pertaining to inventory rotation |
| describe storage requirements |
| D-11.03.02L |
demonstrate knowledge of procedures to rotate inventory |
describe procedures to rotate inventory |
| describe procedures for FIFO and LIFO inventory rotation |
Range of variables
- codes and regulations include: WHMIS, OH&S
- storage requirements include: avoiding weight compression, preventing weathering, avoiding tipping, storage site inspections, lighting, removing perishables
D-11.04 Places inventory in designated location
D-11.04 Places inventory in designated location
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-11.04.01P |
verify destination of parts |
destination of parts is verified by cross‑referencing part information to location |
| D-11.04.02P |
identify location of overstock |
location of overstock is identified according to factors |
| D-11.04.03P |
identify and correct errors in parts location |
errors in parts location are identified and corrected |
| D-11.04.04P |
place and display inventory |
inventory is placed and displayed with part number easily viewed |
Range of variables
- factors include: size, weight, environment, time sensitive goods, dangerous goods, ease of access, volume of sales, season, temperature, lighting
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-11.04.01L |
demonstrate knowledge of inventory placement |
identify types of warehouse layouts, and describe their characteristics and applications |
| define terminology associated with inventory placement |
| identify hazards, and describe safe work practices associated with inventory placement |
| interpret codes and regulations pertaining to inventory systems |
| explain inventory placement systems |
| explain considerations for storage of materials |
| identify benefits of appropriate storage methods |
| D-11.04.02L |
demonstrate knowledge of procedures to place inventory |
describe procedures to place and display inventory |
| describe procedures to confirm placement of inventory and to rectify errors in placement |
| describe procedures to create new location for inventory |
Range of variables
- codes and regulations include: WHMIS, OH&S
- inventory placement systems include: alphanumeric, numeric
Task D-12 Performs inventory control
Task descriptor
Proper inventory control is important for parts technicians to perform their job efficiently on a day-to-day basis.
D-12.01 Manages core and warranty inventory
D-12.01 Manages core and warranty inventory
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-12.01.01P |
determine if part is eligible for returns |
return eligibility is determined based on factors according to company policies and procedures |
| D-12.01.02P |
confirm warranty coverage |
coverage details and procedures to exercise warranty are confirmed |
| D-12.01.03P |
assess core eligibility |
core eligibility is assessed by performing visual inspection of core |
| D-12.01.04P |
temporarily tag and store core and warranty returns |
core and warranty returns are temporarily tagged and stored in designated area |
| D-12.01.05P |
prepare core and warranty returns |
core and warranty returns are prepared in order to obtain full account credit |
| D-12.01.06P |
prepare and submit core return and warranty documentation |
core return and warranty documentation is prepared and submitted to supplier within time limits |
| D-12.01.07P |
track status and reconcile credits for core and warranty returns |
status of credit for core and warranty returns is tracked, and credits reconciled according to company policies and procedures |
| D-12.01.08P |
inform customer of requirements for warranty |
customer is informed at time of purchase of requirements for warranty to remain valid |
| D-12.01.09P |
record part information for warranty |
information is recorded at time of purchase or installation to track part for warranty |
Range of variables
- factors include: condition, packaging, obsolescence, date of purchase
- prepare includes: draining oil, labelling, assure original packaging with legible part number affixed, strapping, securing, specific shipping methods determined by suppliers
- requirements for warranty include: completing and sending in warranty claim to manufacturer, confirm product is in rebuildable condition
- information includes: serial numbers, casting numbers, customer names, VIN, original part numbers
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-12.01.01L |
demonstrate knowledge of core and warranty inventory |
identify and describe core and warranty inventory |
| describe core and warranty coverage details |
| define terminology associated with core and warranty inventory |
| identify hazards, and describe safe work practices associated with core and warranty inventory |
| interpret codes and regulations pertaining to core and warranty inventory |
| D-12.01.02L |
demonstrate knowledge of procedures to manage core and warranty inventory |
describe procedures to manage core and warranty inventory |
| describe procedures to determine core returns and warranty eligibility |
| describe procedures to prepare, store, record and submit core and warranty returns |
| describe procedures to reconcile credits for core and warranty returns |
Range of variables
- codes and regulations include: WHMIS, OH&S, TDG
- prepare includes: draining oil, labelling, assure original packaging with legible part number affixed, strapping, securing, specific shipping methods determined by suppliers
D-12.02 Handles parts inventory recalls
D-12.02 Handles parts inventory recalls
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-12.02.01P |
determine recall information and procedures |
recall information and procedures are determined by adhering to notifications and product updates from manufacturers or suppliers according to company policies and procedures |
| D-12.02.02P |
retrieve parts and package for return or disposal |
parts and packages are retrieved for return or disposal by adhering to notifications and product updates from manufacturers or suppliers according to company policies and procedures |
| D-12.02.03P |
submit documentation to manufacturer |
documentation is submitted to manufacturer |
| D-12.02.04P |
adjust inventory |
inventory is adjusted according to company policies and procedures |
Range of variables
- information includes: part numbers, serial numbers, manufacturing date, customer information, VIN, invoice or work order numbers
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-12.02.01L |
demonstrate knowledge of parts inventory recalls |
identify elements of parts inventory recalls, and describe their characteristics and applications |
| define terminology associated with parts inventory recalls |
| interpret codes and regulations pertaining to parts inventory recalls |
| interpret notification instructions and information |
| D-12.02.02L |
demonstrate knowledge of procedures to handle parts inventory recalls |
describe procedures to handle parts inventory recalls |
| describe procedures to complete and submit documentation to manufacturer |
| describe procedures to adjust inventory |
Range of variables
- codes and regulations include: WHMIS, OH&S, TDG
- information includes: part numbers, serial numbers, manufacturing date, customer information, VIN, invoice or work order numbers
D-12.03 Maintains inventory levels
D-12.03 Maintains inventory levels
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-12.03.01P |
identify and report low inventory, overstock and obsolete parts and products |
low inventory, overstock and obsolete parts and products are identified and reported |
| D-12.03.02P |
adjust inventory levels |
inventory levels are adjusted based on seasonal requirements, phase-in and phase-out requirements and fast-moving inventory according to company policies and procedures |
| D-12.03.03P |
implement measures to reduce overstock and obsolete parts and products |
measures are implemented to reduce overstock and obsolete parts and products |
| D-12.03.04P |
identify and report discrepancies in inventory |
discrepancies in inventory between what is recorded and what is physically in inventory are identified and reported through visual inspection, by reviewing inventory reports or through periodic inventory checks |
| D-12.03.05P |
adjust inventory levels to meet demand |
inventory levels are adjusted to meet demand according to lost sale reports, sales history, minimum/maximum reports |
Range of variables
- measures include: disposing of product, return to manufacturer, massive clearance sales, internal use, surplus (sell it externally)
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-12.03.01L |
demonstrate knowledge of maintaining inventory levels |
describe inventory level maintenance |
| define terminology associated with inventory level maintenance |
| interpret codes and regulations pertaining to inventory level maintenance |
| identify and describe seasonal requirements, phase-in and phase-out requirements and fast-moving inventory |
| identify measures to reduce overstock and obsolete parts and products |
| D-12.03.02L |
demonstrate knowledge of procedures to maintain inventory levels |
describe procedures to maintain inventory levels |
| describe procedures to recognize and report discrepancies through visual inspections, inventory reports review or periodic inventory checks |
| describe procedures to adjust inventory levels |
Range of variables
- codes and regulations include: WHMIS, OH&S
- measures include: disposing of product, return to manufacturer, massive clearance sales, internal use, surplus (sell it externally)
D-12.04 Participates in periodic physical inventory control
D-12.04 Participates in periodic physical inventory control
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-12.04.01P |
prepare facility and required documentation |
facility and required documentation are prepared in advance of inventory |
| D-12.04.02P |
identify unmarked parts and assign part number |
unmarked parts are identified and assigned a part number |
| D-12.04.03P |
create zero cost and no-location reports and adjust |
zero-cost and no-location reports are created and adjusted |
| D-12.04.04P |
conduct physical count of inventory |
physical count of inventory is conducted |
| D-12.04.05P |
identify variances |
variances are identified by comparing actual inventory to count sheets |
| D-12.04.06P |
conduct recount on variances |
recount on variances is conducted |
| D-12.04.07P |
maintain physical inventory for internal customers |
physical inventory is maintained for internal customers according to company policies and procedures |
| D-12.04.08P |
identify and rectify parts in incorrect bin location |
parts in incorrect bin location are identified and rectified |
| D-12.04.09P |
advise appropriate personnel of inventory discrepancies |
appropriate personnel are advised when inventory discrepancies are discovered |
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-12.04.01L |
demonstrate knowledge of physical inventory control |
identify elements of physical inventory control, and describe their characteristics and applications |
| define terminology associated with physical inventory control |
| interpret codes and regulations pertaining to physical inventory control |
| describe required documentation |
| describe count sheets |
| explain variances |
| identify appropriate personnel to advise when inventory discrepancies are discovered |
| D-12.04.02L |
demonstrate knowledge of procedures to prepare for and conduct physical inventory control |
describe procedures to prepare facility and documentation for physical inventory control |
| describe procedures to conduct physical inventory |
| describe procedures to identify unmarked parts and assign part numbers |
| describe procedures to rectify parts in incorrect bin locations |
Range of variables
- codes and regulations include: WHMIS, OH&S, generally accepted accounting principles (GAAP)
Task D-13 Performs shipping and receiving duties
Task descriptor
Parts technicians must be able to perform shipping and receiving of product in a safe and efficient manner.
D-13.01 Verifies estimated time of arrival (ETA)
D-13.01 Verifies estimated time of arrival (ETA)
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-13.01.01P |
confirm ETA |
ETA is confirmed by tracking open POs and backorders |
| D-13.01.02P |
track or expedite shipment |
shipment is tracked or expedited by contacting supplier to verify that shipment has been made and to obtain waybill numbers |
| D-13.01.03P |
inform appropriate party of status of shipment |
appropriate party is informed of status of shipment |
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-13.01.01L |
demonstrate knowledge of verifying ETA, and its applications |
explain ETA, and describe its applications |
| define terminology associated with ETA |
| identify and describe POs, backorders and waybill numbers |
| D-13.01.02L |
demonstrate knowledge of procedures to verify ETA |
describe procedures to verify ETA |
D-13.02 Receives incoming shipment
D-13.02 Receives incoming shipment
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-13.02.01P |
confirm shipment origin and quantity |
shipment origin and quantity is confirmed |
| D-13.02.02P |
inspect for and record damage to packaging |
damage to packaging is inspected for and recorded on shipping documents |
| D-13.02.03P |
refuse and report damaged product |
damaged product is refused and reported according to company policies and procedures |
| D-13.02.04P |
unload and unpack shipment |
shipment is unloaded and unpacked |
| D-13.02.05P |
verify shipping information with product delivered |
shipping information is verified with product delivered |
| D-13.02.06P |
record discrepancies in shipping documents |
discrepancies in shipping documents are recorded |
| D-13.02.07P |
enter received parts into inventory system |
received parts are entered into inventory system |
| D-13.02.08P |
label part numbers |
part numbers are labelled to distinguish parts and products including supersessions according to company policies and procedures |
| D-13.02.09P |
identify backorders on packing list for follow-up |
backorders on packing list are identified for follow-up |
| D-13.02.10P |
inspect and validate transport security seals |
transport security seals are inspected and validated |
| D-13.02.11P |
prioritize receipt of incoming shipments |
receipt of incoming shipments are prioritized according to factors |
Range of variables
- shipping information includes: waybills, bill of lading, packing slips
- factors include: time constraints, space limitations, emergency orders, dangerous goods, FIFO principle
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-13.02.01L |
demonstrate knowledge of receiving incoming shipments |
identify elements of receiving incoming shipments, and describe their characteristics and applications |
| define terminology associated with incoming shipments |
| describe shipping information |
| identify and describe discrepancies |
| D-13.02.02L |
demonstrate knowledge of procedures to receive incoming shipments |
describe procedures to receive incoming shipments |
| describe procedures to inspect for and handle damaged parts and products |
| describe procedures to add received parts and products to inventory system |
Range of variables
- shipping information includes: waybills, bill of lading, packing slips
D-13.03 Resolves order discrepancies
D-13.03 Resolves order discrepancies
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-13.03.01P |
contact supplier for short shipments |
supplier is contacted regarding short shipments according to timelines |
| D-13.03.02P |
arrange for missing product to be reordered or reconciled |
missing product is reordered or reconciled according to company policies and procedures |
| D-13.03.03P |
report order discrepancy |
order discrepancy is reported to management |
| D-13.03.04P |
obtain return goods/material authorization (RGA/RMA) number |
return RGA/RMA number is obtained from supplier and attached to shipment to be returned |
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-13.03.01L |
demonstrate knowledge of order discrepancy resolution |
identify elements of incoming shipments and describe their characteristics |
| define terminology associated with incoming shipments |
| identify RGA/RMA number |
| describe shipping information |
| identify and describe discrepancies |
| D-13.03.02L |
demonstrate knowledge of procedures to resolve order discrepancies |
describe procedures to resolve order discrepancies |
| describe procedures to report order discrepancies |
Range of variables
- shipping information includes: waybills, packing slips, bill of lading
D-13.04 Prepares for shipment
D-13.04 Prepares for shipment
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| D-13.04.01P |
verify invoice or packing slip items for shipping |
invoice or packing slip items are verified for shipping |
| D-13.04.02P |
package and label parts and products |
parts and products are packaged and labelled for safe and damage-free transport according to jurisdictional regulations and receivers’ guidelines |
| D-13.04.03P |
complete shipping documentation |
shipping documentation is completed by recording weight and dimensions of package for calculations of freight charges |
| D-13.04.04P |
arrange pick-up and delivery |
pick-up and delivery is arranged by communicating with freight company |
| D-13.04.05P |
identify and label dangerous goods |
dangerous goods are identified and labelled according to codes and regulations, and company policies and procedures |
| D-13.04.06P |
load shipment |
shipment is loaded |
Range of variables
- codes and regulations include: WHMIS, OH&S, TDG
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| D-13.04.01L |
demonstrate knowledge of preparing for a shipment |
define terminology associated with preparing for shipments |
| identify shipping information and documentation |
| identify codes and regulations pertaining to packaging and labelling parts and products |
| D-13.04.02L |
demonstrate knowledge of procedures to prepare for a shipment |
describe procedures to prepare for shipments |
| describe procedures to load shipments |
Range of variables
- shipping information includes: waybills, packing slips, bill of lading, customs documentation
- codes and regulations include: WHMIS, OH&S, TDG