QP LSC Q1120 Consignment Booking Assistant
QP LSC Q1120 Consignment Booking Assistant
Contents
1. Introduction and Contacts..………..…………P.1
2. Qualifications Pack………………………...……..P.2
3. OS Units……………………..…………………..….…P.2
4. Glossary of Key Terms ………………………….P.3
5. Annexure:Nomenclature for QP & NOS..P.25
Credits (NSQF)
TBD Version number 1.0
Optional:
Not Applicable
Performance Criteria As described in the relevant OS units
2
Qualifications Pack For Consignment Booking Assistant
3
LSC/N1117 Prepare for Booking
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National Occupational
Standard
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Overview
4
LSC/N1117 Prepare for Booking
5
LSC/N1117 Prepare for Booking
KA7. Knowledge of Standard Operating Procedures (SOPs) and how to react in
emergencies.
KA8. Knowledge of procedure followed while booking trucks to pick up and
transport consignments.
KA9. Knowledge of transport companies the organization works with and their
processes
B. Technical
The user/individual on the job needs to know and understand:
Knowledge
KB1. Knowledge of processes involved in inbound and outbound transport.
KB2. Knowledge of details required while booking a customer order.
KB3. Knowledge of distances to different destination.
KB4. Knowledge of pricing strategies in the market.
KB5. Knowledge to use the computer for electronic documentation of information.
KB6. Types of workplace hazards that one can encounter on the job and safe
operating practices.
KB7. Knowledge of possible difficulties in booking customer orders.
KB8. Knowledge of possible common challenges and solutions for booking orders
(delays, low capacity utilization etc.)
Skills (S)
A. Core Skills/ Writing Skills
Generic Skills The user/ individual on the job needs to know and understand how to:
SA1. Note down details regarding the inspection of outbound customer
consignments.
SA2. Fill out forms, inspection checklists pertaining to the customer consignments.
SA3. Prepare detailed reports for management.
Reading Skills
The user/individual on the job needs to know and understand how to:
SA4. Read and follow instructions in the checklists, order lists etc.
SA5. Read and understand instructions from the SOP.
Oral Communication (Listening and Speaking skills)
The user/individual on the job needs to know and understand how to:
SA6. Communicate clearly with managers, peers and other staff at the hub/station
SA7. Regularly communicate with all employees to ensure activities are running
smoothly
SA8. Provide advice and guidance to peers and juniors
B. Professional Skills Decision Making
The user/individual on the job needs to know and understand how to:
SB1. Act objectively , rather than impulsively or emotionally when faced with
difficult/stressful or emotional situations
6
LSC/N1117 Prepare for Booking
SB2. Ability to make a judgment as to whether a customer order can be taken up or
needs to be dropped
Plan and Organize
The user/individual on the job needs to know and understand how to:
SB3. Adjust according to volume, capacity and manpower needs during peak and
non-peak hours
SB4. Prioritize and execute tasks within the scheduled time limits
SB5. Maintain schedules and punctuality.
SB6. Flexibility to re-assess schedule in case of delays/additional orders
Customer Centricity
The user/individual on the job needs to know and understand how to:
SB7. Understand the customer requirements and ensure that they are met
Problem Solving
The user/individual on the job needs to know and understand how to:
SB8. Identify trends/common causes for errors and suggest possible solutions to
the transport manager.
SB9. Handle day to day problems like delays, staffing shortage, etc
Analytical Skills
The user/individual on the job needs to know and understand how to:
SB10. Suggest methods to streamline booking of consignments
SB11. Ability to estimate the price to be billed to the customer for transporting the
consignment to a destination.
SB12. Ability to assess the type of truck required and whether FTL or LTL is to be
used
SB13. Ability to count numbers and perform basic mathematical operations
Critical Thinking Skills
The user/individual on the job needs to know and understand how to:
SB14. Ability to concentrate on task at hand and complete it without errors
7
LSC/N1117 Prepare for Booking
Back to QP
8
LSC/N1118 Perform Consignment Booking
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National Occupational
Standard
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Overview
This unit is about booking consignments.
9
LSC/N1118 Perform Consignment Booking
10
LSC/N1118 Perform Consignment Booking
PC14. Ensure papers like road permit are available and coordinate with the customer
and the transport companies to fix up a time to pick up the consignment.Go to
the client location at the agreed time, count and verify the consignment with
the booking invoice.
Coordinate PC15. If there are any discrepancies, have them resolved with the customer.
Consignment pick PC16. Fill out the Lorry Receipt (LR), hand over one copy to the customer, one copy
up and process to the truck driver and retain 3 copies for the department.
documents PC17. Depending on the mode of payment, add it to the account or receive the
agreed percentage of the cost as advance.
PC18. Visit other customers at the agreed times, check the goods and complete the
documentation.
11
LSC/N1118 Perform Consignment Booking
Skills (S)
A. Core Skills/ Writing Skills
Generic The user/ individual on the job needs to know and understand how to:
Skills
SA1. Note down details regarding the inspection of outbound customer
consignments.
SA2. Fill out forms, inspection checklists pertaining to the customer consignments.
SA3. Prepare detailed reports for management.
Reading Skills
The user/individual on the job needs to know and understand how to:
SA4. Read and follow instructions in the checklists, order lists etc.
SA5. Read and understand instructions from the SOP.
Oral Communication (Listening and Speaking skills)
The user/individual on the job needs to know and understand how to:
SA6. Communicate clearly with managers, peers and other staff at the hub/station
SA7. Regularly communicate with all employees to ensure activities are running
smoothly
SA8. Provide advice and guidance to peers and juniors
B. Professional Decision Making
Skills The user/individual on the job needs to know and understand how to:
SB1. Act objectively , rather than impulsively or emotionally when faced with
difficult/stressful or emotional situations
SB2. Ability to make a judgment as to whether a customer order can be taken up or
needs to be dropped
Plan and Organize
The user/individual on the job needs to know and understand how to:
SB3. Adjust according to volume, capacity and manpower needs during peak and
non-peak hours
SB4. Prioritize and execute tasks within the scheduled time limits
SB5. Maintain schedules and punctuality.
SB6. Flexibility to re-assess schedule in case of delays/additional orders
Customer Centricity
The user/individual on the job needs to know and understand how to:
SB7. Understand the customer requirements and ensure that they are met
Problem Solving
The user/individual on the job needs to know and understand how to:
SB8. Identify trends/common causes for errors and suggest possible solutions to the
transport manager.
12
LSC/N1118 Perform Consignment Booking
SB9. Handle day to day problems like delays, staffing shortage, etc
Analytical Skills
The user/individual on the job needs to know and understand how to:
SB10. Suggest methods to streamline booking of consignments
SB11. Ability to estimate the price to be billed to the customer for transporting the
consignment to a destination.
SB12. Ability to assess the type of truck required and whether FTL or LTL is to be used
SB13. Ability to count numbers and perform basic mathematical operations
Critical Thinking Skills
The user/individual on the job needs to know and understand how to:
SB14. Ability to concentrate on task at hand and complete it without errors
13
LSC/N1118 Perform Consignment Booking
14
Back to QP
LSC/N1119 Perform Post Booking Activities
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National Occupational
Standard
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Overview
15
LSC/N1119 Perform Post Booking Activities
PC6. Inform the transport manager about any delays in picking up of consignments,
missed pick ups by the transport providers or cancelled orders.
Report to PC7. Report any issues faced in negotiation with transport companies regarding
Management prices or any other issue while booking customer orders.
PC8. Prepare reports on the trend in market price of FTL, LTL, reasons for cancelling
or being unable to take up a customer order, etc.
PC9. Save all data, safely log off and switch off the computer.
PC10. Dispose any unnecessary documentation and forms.
PC11. Visually inspect the work area to ensure that it is clean.
Log off computer and PC12. Check to ensure that the computer is off and that the work area is ready for
clean up the next work day.
16
LSC/N1119 Perform Post Booking Activities
Knowledge and Understanding (K)
A. Organizational The user/individual on the job needs to know and understand:
Context KA1. Types of documentation in organization
(Knowledge of the KA2. Knowledge of organizational products and procedures
company / KA3. Procedures for accepting customer orders
organization and KA4. Risk and impact of not following defined procedures/work instructions
its processes) KA5. Knowledge of computer systems used for documentation of consignment
information.
KA6. Knowledge of all relevant safety and security procedures
KA7. Knowledge of Standard Operating Procedures (SOPs) and how to react in
emergencies.
KA8. Knowledge of procedure followed while booking trucks to pick up and
transport consignments.
KA9. Knowledge of transport companies the organization works with and their
processes
B. Technical
The user/individual on the job needs to know and understand:
Knowledge
KB1. Knowledge of processes involved in inbound and outbound transport.
KB2. Knowledge of details required while booking a customer order.
KB3. Knowledge of distances to different destination.
KB4. Knowledge of pricing strategies in the market.
KB5. Knowledge to use the computer for electronic documentation of information.
KB6. Types of workplace hazards that one can encounter on the job and safe
operating practices.
KB7. Knowledge of possible difficulties in booking customer orders.
KB8. Knowledge of possible common challenges and solutions for booking orders
(delays, low capacity utilization etc.)
Skills (S)
A. Core Skills/ Writing Skills
Generic Skills The user/ individual on the job needs to know and understand how to:
SA1. Note down details regarding the inspection of outbound customer
consignments.
SA2. Fill out forms, inspection checklists pertaining to the customer consignments.
SA3. Prepare detailed reports for management.
Reading Skills
The user/individual on the job needs to know and understand how to:
SA4. Read and follow instructions in the checklists, order lists etc.
SA5. Read and understand instructions from the SOP.
17
LSC/N1119 Perform Post Booking Activities
Oral Communication (Listening and Speaking skills)
The user/individual on the job needs to know and understand how to:
SA6. Communicate clearly with managers, peers and other staff at the hub/station
SA7. Regularly communicate with all employees to ensure activities are running
smoothly
SA8. Provide advice and guidance to peers and juniors
B. Professional Skills Decision Making
The user/individual on the job needs to know and understand how to:
SB1. Act objectively , rather than impulsively or emotionally when faced with
difficult/stressful or emotional situations
SB2. Ability to make a judgment as to whether a customer order can be taken up or
needs to be dropped
Plan and Organize
The user/individual on the job needs to know and understand how to:
SB3. Adjust according to volume, capacity and manpower needs during peak and
non-peak hours
SB4. Prioritize and execute tasks within the scheduled time limits
SB5. Maintain schedules and punctuality.
SB6. Flexibility to re-assess schedule in case of delays/additional orders
Customer Centricity
The user/individual on the job needs to know and understand how to:
SB7. Understand the customer requirements and ensure that they are met
Problem Solving
The user/individual on the job needs to know and understand how to:
SB8. Identify trends/common causes for errors and suggest possible solutions to
the transport manager.
SB9. Handle day to day problems like delays, staffing shortage, etc
Analytical Skills
The user/individual on the job needs to know and understand how to:
SB10. Suggest methods to streamline booking of consignments
SB11. Ability to estimate the price to be billed to the customer for transporting the
consignment to a destination.
SB12. Ability to assess the type of truck required and whether FTL or LTL is to be
used
SB13. Ability to count numbers and perform basic mathematical operations
Critical Thinking Skills
The user/individual on the job needs to know and understand how to:
SB14. Ability to concentrate on task at hand and complete it without errors
18
LSC/N1119 Perform Post Booking Activities
Consignment Booking
Occupation Next review date 02/08/2016
Assistant
Back to QP 19
LSC/N1128 Maintain Health, Safety and Security Measures while booking consignments
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National Occupational
Standard
----------------------------------------------------------------------------------------------------------------------------- ----------
Overview
This unit is about maintaining health and safety measures while booking
consignments
20
LSC/N1128 Maintain Health, Safety and Security Measures while booking consignments
Unit Code
LSC/N1128
National Occupational Standard
Unit Title
(Task) Maintain Health, Safety and Security Measures while booking consignments
Description This unit is about health and safety measures
21
LSC/N1128 Maintain Health, Safety and Security Measures while booking consignments
KA7. Knowledge of Standard Operating Procedures (SOPs) and how to react in
emergencies.
KA8. Knowledge of procedure followed while booking trucks to pick up and
transport consignments.
KA9. Knowledge of transport companies the organization works with and their
processes
B. Technical
The user/individual on the job needs to know and understand:
Knowledge
KB1. Knowledge of processes involved in inbound and outbound transport.
KB2. Knowledge of details required while booking a customer order.
KB3. Knowledge of distances to different destination.
KB4. Knowledge of pricing strategies in the market.
KB5. Knowledge to use the computer for electronic documentation of
information.
KB6. Types of workplace hazards that one can encounter on the job and safe
operating practices.
KB7. Knowledge of possible difficulties in booking customer orders.
KB8. Knowledge of possible common challenges and solutions for booking orders
(delays, low capacity utilization etc.)
Skills (S)
A. Core Skills/ Generic Writing Skills
Skills The user/ individual on the job needs to know and understand how to:
SA1. Note down details regarding the inspection of outbound customer
consignments.
SA2. Fill out forms, inspection checklists pertaining to the customer
consignments.
SA3. Prepare detailed reports for management.
Reading Skills
The user/individual on the job needs to know and understand how to:
SA4. Read and follow instructions in the checklists, order lists etc.
SA5. Read and understand instructions from the SOP.
Oral Communication (Listening and Speaking skills)
The user/individual on the job needs to know and understand how to:
SA6. Communicate clearly with managers, peers and other staff at the
hub/station
SA7. Regularly communicate with all employees to ensure activities are running
smoothly
SA8. Provide advice and guidance to peers and juniors
22
LSC/N1128 Maintain Health, Safety and Security Measures while booking consignments
B. Professional Skills Decision Making
The user/individual on the job needs to know and understand how to:
SB1. Act objectively , rather than impulsively or emotionally when faced with
difficult/stressful or emotional situations
SB2. Ability to make a judgment as to whether a customer order can be taken up
or needs to be dropped
Plan and Organize
The user/individual on the job needs to know and understand how to:
SB3. Adjust according to volume, capacity and manpower needs during peak and
non-peak hours
SB4. Prioritize and execute tasks within the scheduled time limits
SB5. Maintain schedules and punctuality.
SB6. Flexibility to re-assess schedule in case of delays/additional orders
Customer Centricity
The user/individual on the job needs to know and understand how to:
SB7. Understand the customer requirements and ensure that they are met
Problem Solving
The user/individual on the job needs to know and understand how to:
SB8. Identify trends/common causes for errors and suggest possible solutions to
the transport manager.
SB9. Handle day to day problems like delays, staffing shortage, etc
Analytical Skills
The user/individual on the job needs to know and understand how to:
SB10. Suggest methods to streamline booking of consignments
SB11. Ability to estimate the price to be billed to the customer for transporting the
consignment to a destination.
SB12. Ability to assess the type of truck required and whether FTL or LTL is to be
used
SB13. Ability to count numbers and perform basic mathematical operations
Critical Thinking Skills
The user/individual on the job needs to know and understand how to:
SB14. Ability to concentrate on task at hand and complete it without errors
23
LSC/N1128 Maintain Health, Safety and Security Measures while booking consignments
Consignment Booking
Occupation Next review date 25/08/2016
Assistant
Back to QP
24
Qualifications Pack for Consignment Booking Assistant
Annexure
Qualifications Pack
9 characters
[ABC]/ Q 0101
Occupational Standard
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Qualifications Pack For Consignment Booking Assistant
26
Qualifications Pack For Consignment Booking Assistant
CRITERIA FOR ASSESSMENT OF TRAINEES
Job Role: Consignment Booking Assistant
Qualification Pack: LSC/Q1120
Sector Skill Council: LSC
Marks Allocation
Assessment Assessment Criteria for outcomes Total Out of Theory Skills
outcomes Marks Practical
1. LSC/N1117 PC1. Obtain the work schedule, the list of clients 10 2 8
(Prepare for Booking) to be visited for the day and the sequence
from the transport manager.
PC2. Obtain the consignment details for each 15 3 12
client and the booking checklist from the
transport manager.
PC3. Find out if which are the first time clients 10 2 8
and the account balance, credit limit
details for long term clients.
PC4. Understand priorities or special conditions 10 2 8
(if any) among the consignments.
100
PC5. Switch on the computer and login using 15 3 12
company credentials.
PC6. Check and ensure that the computer and 10 2 8
the logistics software are working well
without any issues.
PC7. Ensure there is sufficient stationery like 10 2 8
paper, pens, lorry receipts (LR), etc.
PC8. Switch on printer, check ink levels in 10 2 8
cartridge, refill/change if required and
ensure that the printer is in working
condition.
27
Qualifications Pack For Consignment Booking Assistant
Marks Allocation
Assessment Assessment Criteria for outcomes Total Out of Theory Skills
outcomes Marks Practical
PC9. Have any issues/problems solved before 10 2 8
starting work.
Total 100 20 80
2.LSC/N1118 PC1. Receive customer orders through email or 8 2 6
(Perform through telephone calls.
Consignment
Booking)
PC2. Ask and input the details regarding the 4 1 3
goods in the consignment, payment
method, pick up address, destination and
date when the consignment must be
delivered,etc. in the system.
PC3. For new customers, create a new account 4 1 3
(if applicable) and for existing customers,
check details of their account before
accepting bookings.
PC4. Based on these details, determine the type 8 2 6
of truck needed and whether a Full Truck
Load (FTL) or Less than Truck Load (LTL) is
needed.
PC5. If FTL is to be used, find out the market 8 2 6
rates depending on the destination and
the load. 100
PC6. Select the most economical options and 4 1 3
contact the transport companies to check
if they have any truck available to meet
the requirement.
PC7. If trucks are available, hold a booking or 8 2 6
else contact the provider of the next most
economical option, check for availability
and hold a booking.
PC8. If LTL is to be used, find out the fixed 4 1 3
market rate depending on the destination
and the load.
PC9. Contact transport companies, check for 8 2 6
availability and hold a booking.
PC10. Add the company's mark up and provide 4 1 3
the quote to the customer.
PC11. Receive approval from the customer and 4 1 3
confirm the bookings.
PC12. Print booking invoices with consignment 4 1 3
details for each customer.
28
Qualifications Pack For Consignment Booking Assistant
Marks Allocation
Assessment Assessment Criteria for outcomes Total Out of Theory Skills
outcomes Marks Practical
PC13. Escalate to transport manager if there are 4 1 3
no available truck companies to meet the
customer deadlines.
PC14. If the order needs to be dropped, call up 4 1 3
the client at the earliest and explain
inability to carry out the order.
PC15. Coordinate with the customer and the 4 1 3
transport companies to fix up a time to
pick up the consignment.
PC16. Go to the client location at the agreed 4 1 3
time, count and verify the consignment
with the booking invoice.
PC17. If there are any discrepancies, have them 4 1 3
resolved with the customer.
PC18. Fill out the Lorry Receipt (LR), hand over 4 1 3
one copy to the customer, one copy to the
truck driver and retain 3 copies for the
department.
PC19. Depending on the mode of payment, add 4 1 3
it to the account or receive the agreed
percentage of the cost as advance.
PC20. Visit other customers at the agreed times, 4 1 3
check the goods and complete the
documentation.
Total 100 25 75
3. LSC/N1119 PC1. Return to office after visiting all the clients 12 2 10
(Perform Post and refresh the computer system.
Booking Activities)
29
Qualifications Pack For Consignment Booking Assistant
Marks Allocation
Assessment Assessment Criteria for outcomes Total Out of Theory Skills
outcomes Marks Practical
PC6. Inform the transport manager about any 12 2 10
delays in picking up of consignments,
missed pick ups by the transport providers
or cancelled orders.
PC7. Report any issues faced in negotiation 6 1 5
with transport companies regarding prices
or any other issue while booking customer
orders.
PC8. Prepare reports on the trend in market 8 3 5
price of FTL, LTL, reasons for cancelling or
being unable to take up a customer order,
etc.
PC9. Save all data, safely log off and switch off 6 1 5
the computer.
PC10. Dispose any unnecessary documentation 6 1 5
and forms.
PC11. Visually inspect the work area to ensure 6 1 5
that it is clean.
PC12. Check to ensure that the computer is off 6 1 5
and that the work area is ready for the
next work day.
Total 100 20 80
4. LSC/N1128 PC1. Comply with safety regulations and 100 10 3 7
(Maintain Health, procedures in case of fire hazards, bio-
Safety and Security hazards, etc.
Measures while
booking
consignments)
PC2. Wear all safety equipment including 10 3 7
protective gear, helmets etc. when
visiting customers and checking goods.
PC3. Follow organization procedures with 10 3 7
respect to documentation.
PC4. Recognize and report unsafe conditions 10 3 7
and practices.
PC5. Adhere to security regulations of the 10 3 7
company
PC6. In case of signs of any emergency 10 3 7
situation or accident or breach of safety
immediately follow organizational
protocol to deploy action
30
Qualifications Pack For Consignment Booking Assistant
Marks Allocation
Assessment Assessment Criteria for outcomes Total Out of Theory Skills
outcomes Marks Practical
PC7. Identify reasons for occurrence of 10 3 7
incident
PC8. Capture reasons and response/action 10 3 7
taken into incident report/note to
manager
PC9. Report any deviations from standard 10 3 7
protocol along with reasons (if any)
PC10. Visually inspect the activity area and 10 3 7
equipment for appropriate and safe
condition.
Total 100 30 70
Back to QP
31