Carrying out a range of moving, packaging and stock-taking roles and duties in a warehouse environment.
This occupation is found in the Logistics, Retail, Manufacturing, Automotive, Construction, Chemicals and Pharmaceuticals Sectors. It will also be found in all services within the MOD. Warehouse Operatives may work in a number of different industries and in a range of buildings from 5,000 to 1,000,000 square feet. These buildings may be temperature or humidity controlled and equipped with racking or other storage systems along with automatic or robotic handling equipment. Some operations may involve large areas of outside storage. Most warehouses will have different types of Mechanical Handling Equipment to move products into and out of the warehouse and internally into and out of specific storage locations. Most warehouses are likely to have a computerised Warehouse Management System to manage the movements into and out of the warehouse, to maintain stock records and to process customer orders. On board or hand held scanners, linked to the system, may be used to identify products and locations. Warehouses in the Logistics Sector may be dedicated to one customer or may serve a number of different customers possibly from different Sectors. Retailers will have dedicated National or Regional Distribution Centres to serve their outlets. Manufacturers may have warehouses to store both raw materials and finished goods. Automotive manufacturers may have inbound warehouses to store components required for assembly and Aftermarket warehouses to store spare and replacement parts. Organisations may also have warehouses dedicated to the return and subsequent management of products.
The broad purpose of the occupation is to handle goods safely in and out of the storage facility. This will involve the unloading of goods from lorries, trains, ships or planes, the identification and checking of the product and then putting it away in a storage location. Operatives will pick products from storage locations to satisfy customer orders. Some products may require repackaging prior to assembly for despatch. All orders will be checked and loaded on to the relevant form of transport allocated for delivery. Warehouse Operatives will typically work in large buildings and often have a shift working pattern in order to provide a twenty four hour operation. A driving licence is not an absolute necessity but may be preferable for access to Distribution Centres, located on out of town Industrial Estates where public transport may not be available for shift start and finish times.
In their daily work, an employee in this occupation interacts with team Leaders and Warehouse Supervisors, Stock Control Administrators, Incoming Delivery Drivers, Outgoing Delivery Drivers, Customers making collections, Data Management Assistants, Sales and Marketing representatives, Planners and Project Managers, Buyers and Procurement Managers. A Warehouse Operative will be supervised by a Team Leader, Warehouse Supervisor or Shift Manager.
An employee in this occupation will be responsible for the safe handling of goods and the accuracy of putting stock away in the correct locations and the accuracy of picking products in accordance with the orders received. This may include the packing of goods and ensuring product is not damaged. In a small operation they may be responsible for the whole process of incoming goods, storage and outgoing orders. They may be required to operate different forms of mechanical handling equipment such as fork lift trucks, cranes, pallet trucks and reach trucks. They should operate all equipment in a safe manner and be aware of any specific regulations which may apply to the products handled.
This is a summary of the key things that you – the apprentice and your employer need to know about your end-point assessment (EPA). You and your employer should read the EPA plan for the full details. It has information on assessment method requirements, roles and responsibilities, and re-sits and re-takes.
An EPA is an assessment at the end of your apprenticeship. It will assess you against the knowledge, skills, and behaviours (KSBs) in the occupational standard. Your training will cover the KSBs. The EPA is your opportunity to show an independent assessor how well you can carry out the occupation you have been trained for.
Your employer will choose an end-point assessment organisation (EPAO) to deliver the EPA. Your employer and training provider should tell you what to expect and how to prepare for your EPA.
The length of the training for this apprenticeship is typically 12 months. The EPA period is typically 3 months.
The overall grades available for this apprenticeship are:
When you pass the EPA, you will be awarded your apprenticeship certificate.
The EPA gateway is when the EPAO checks and confirms that you have met any requirements required before you start the EPA. You will only enter the gateway when your employer says you are ready.
The gateway requirements for your EPA are:
Interview underpinned by a portfolio of evidence
You will have an interview with an independent assessor. It will last at least 60 minutes. They will ask you at least 8 questions. The questions will be about certain aspects of your occupation. You need to compile a portfolio of evidence before the EPA gateway. You can use it to help answer the questions.
Observation with questions
You will be observed by an independent assessor completing your work. It will last at least 1 hours. They will ask you at least 3 questions.
The EPAO will confirm where and when each assessment method will take place.
You should speak to your employer if you have a query that relates to your job.
You should speak to your training provider if you have any questions about your training or EPA before it starts.
You should receive detailed information and support from the EPAO before the EPA starts. You should speak to them if you have any questions about your EPA once it has started.
If you have a disability, a physical or mental health condition or other special considerations, you may be able to have a reasonable adjustment that takes this into account. You should speak to your employer, training provider and EPAO and ask them what support you can get. The EPAO will decide if an adjustment is appropriate.
This occupation is found in the Logistics, Retail, Manufacturing, Automotive, Construction, Chemicals and Pharmaceuticals Sectors. It will also be found in all services within the MOD. Warehouse Operatives may work in a number of different industries and in a range of buildings from 5,000 to 1,000,000 square feet. These buildings may be temperature or humidity controlled and equipped with racking or other storage systems along with automatic or robotic handling equipment. Some operations may involve large areas of outside storage. Most warehouses will have different types of Mechanical Handling Equipment to move products into and out of the warehouse and internally into and out of specific storage locations. Most warehouses are likely to have a computerised Warehouse Management System to manage the movements into and out of the warehouse, to maintain stock records and to process customer orders. On board or hand held scanners, linked to the system, may be used to identify products and locations. Warehouses in the Logistics Sector may be dedicated to one customer or may serve a number of different customers possibly from different Sectors. Retailers will have dedicated National or Regional Distribution Centres to serve their outlets. Manufacturers may have warehouses to store both raw materials and finished goods. Automotive manufacturers may have inbound warehouses to store components required for assembly and Aftermarket warehouses to store spare and replacement parts. Organisations may also have warehouses dedicated to the return and subsequent management of products.
The broad purpose of the occupation is to handle goods safely in and out of the storage facility. This will involve the unloading of goods from lorries, trains, ships or planes, the identification and checking of the product and then putting it away in a storage location. Operatives will pick products from storage locations to satisfy customer orders. Some products may require repackaging prior to assembly for despatch. All orders will be checked and loaded on to the relevant form of transport allocated for delivery. Warehouse Operatives will typically work in large buildings and often have a shift working pattern in order to provide a twenty four hour operation. A driving licence is not an absolute necessity but may be preferable for access to Distribution Centres, located on out of town Industrial Estates where public transport may not be available for shift start and finish times.
In their daily work, an employee in this occupation interacts with team Leaders and Warehouse Supervisors, Stock Control Administrators, Incoming Delivery Drivers, Outgoing Delivery Drivers, Customers making collections, Data Management Assistants, Sales and Marketing representatives, Planners and Project Managers, Buyers and Procurement Managers. A Warehouse Operative will be supervised by a Team Leader, Warehouse Supervisor or Shift Manager.
An employee in this occupation will be responsible for the safe handling of goods and the accuracy of putting stock away in the correct locations and the accuracy of picking products in accordance with the orders received. This may include the packing of goods and ensuring product is not damaged. In a small operation they may be responsible for the whole process of incoming goods, storage and outgoing orders. They may be required to operate different forms of mechanical handling equipment such as fork lift trucks, cranes, pallet trucks and reach trucks. They should operate all equipment in a safe manner and be aware of any specific regulations which may apply to the products handled.
| Duty | KSBs |
|---|---|
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Duty 1 Maintain a safe working environment, ensuring that any hazards are controlled or removed in line with organisational procedures. |
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Duty 2 Ensure that on arrival, all goods received are inspected for damage, and in terms of accuracy, including quantity, they match documents or technology relevant to the organisation, with any discrepancies raised with line manager in line with organisational procedures. |
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Duty 3 Move and store goods safely, securely and efficiently to the designated location, utilising mechanical handling equipment, (MHE) and personal protective equipment (PPE) in line with organisational procedures when required. When using any MHE, ensure that safety checks are conducted before use to ensure that it is fit for purpose. |
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Duty 4 Support line manager in ensuring that goods storage arrangements enable the most efficient means of retrieval and movement. |
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Duty 5 Ensure that prior to despatch all goods are inspected for damage, and in terms of accuracy they meet requirements, with any discrepancies raised with line manager. |
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Duty 6 Support delivery operatives in the safe and efficient loading and unloading of goods, including the safe and secure assembling and disassembling of loads. |
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Duty 7 Ensure that goods are handled and stored in compliance with the relevant safety and regulatory standards (for example, food, medicines, hazardous materials) with any discrepancies raised with line manager. |
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Duty 8 Record relevant information on organisational warehouse management system in a timely manner. |
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Duty 9 Select goods from locations throughout the storage facility to meet warehouse order requirements in line with picking schedule. |
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Duty 10 Replenishing picking location quantities by moving goods from stock locations in a safe manner. |
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Duty 11 Support in scheduled and unscheduled stock taking and counting activities, raising any discrepancies with line manager. |
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Duty 12 Participate in briefing and handover sessions to support achievement of organisational performance targets. |
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Duty 13 Ensure that the reduction, re-use, return and recycle principles of packaging are applied in relation to both goods being prepared for despatch and goods received in line with organisational procedures. |
K1: Methods to ensure safe working, for example, risk assessments, PPE, COSHH and safe systems of work.
Back to Duty
K2: Tools, equipment, machinery and delivery systems used for the handling of products, for example manual pallet trolley, battery powered pallet trolley, forklift truck, reach truck, bridge cranes, jib cranes, vacuum and suction lifters, magnetic lifters.
Back to Duty
K3: Health and safety regulations relevant to the role, organisation and the operative's responsibilities.
Back to Duty
K4: Product handling and storage contractual requirements.
Back to Duty
K5: Loading procedures for products including transport weight limits and loading distribution principles.
Back to Duty
K6: Organisational procedures for the receipt of products.
Back to Duty
K7: Organisational procedures for the storage and picking of products.
Back to Duty
K8: Organisational procedures for the dispatching of products.
Back to Duty
K9: Organisational procedures for the decanting, packing of products.
Back to Duty
K10: Operational activities and their sequencing for the return of products.
Back to Duty
K11: The principles and requirements of quality control and stock rotation.
Back to Duty
K12: Reporting and escalation procedures within limits of own job role and responsibilities.
Back to Duty
K13: Impact of the sector on the environment. Efficient use of resources. Recycling, reuse and safe disposal of waste.
Back to Duty
K14: Handover procedures.
Back to Duty
K15: Materials and resources used in a warehouse. Stock and resource management processes.
Back to Duty
K16: Information technology and digital: management information systems, digital toolsets, General data protection regulation (GDPR). Cyber security.
Back to Duty
K17: Written communication techniques, plain English principles, including Industry terminology.
Back to Duty
K18: Verbal communication techniques, giving and receiving information, matching style to audience, barriers to communication.
Back to Duty
K19: Principles of equity, diversity, and inclusion in the workplace and the impact on their work.
Back to Duty
K20: Location of operational information needed to undertake contractual requirements, electronic or paper based.
Back to Duty
S1: Conduct risk assessments within the working environment.
Back to Duty
S2: Apply safe working practices in line with associated health and safety legislation and company policy.
Back to Duty
S3: Receive products in line with organisational procedures.
Back to Duty
S4: Store and pick products in line with organisational procedures.
Back to Duty
S5: Dispatch products in line with organisational procedures.
Back to Duty
S6: Decant, pack products in line with organisational procedures.
Back to Duty
S7: Communicate with others verbally, for example internal and external customers, colleagues, and managers.
Back to Duty
S8: Communicate in writing with others, for example internal and external customers, colleagues and managers.
Back to Duty
S9: Load and unload products, considering the product that is to be moved and its current and planned destination.
Back to Duty
S10: Use tools and equipment to aid in product handling.
Back to Duty
S11: Use information technology and digital systems. Comply with GDPR and cyber security.
Back to Duty
S12: Locate and use operational information, electronic or paper based, required to fulfil contractual requirements.
Back to Duty
S13: Select, prepare, and use packaging materials that reduce waste and mitigate environmental impacts.
Back to Duty
S14: support under instruction scheduled and unscheduled stock taking activities relevant to the organisation and product.
Back to Duty
S15: Identify and escalate problems beyond own responsibility.
Back to Duty
S16: Follow procedures in line with environmental and sustainability regulations, standards, and guidance. Segregate resources for reuse, recycling and disposal.
Back to Duty
S17: Follow equity, diversity and inclusion rules.
Back to Duty
S18: Carry out and record learning and development activities.
Back to Duty
S19: Conducts handover activities.
Back to Duty
B1: Commitment to workplace health, safety, and wellbeing.
Back to Duty
B2: Support an inclusive workplace for example, respectful of different views.
Back to Duty
B3: Seek learning and development opportunities.
Back to Duty
B4: Consider the impact on the environment when using resources and carrying out work.
Back to Duty
B5: Take ownership of given work.
Back to Duty
V1.1
This document explains the requirements for end-point assessment (EPA) for the supply chain warehouse operative apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.
Supply chain warehouse operative apprentices, their employers and training providers should read this document.
A full-time supply chain warehouse operative apprentice typically spends 12 months on-programme (this means in training before the gateway). The apprentice must spend at least 12 months on-programme and complete the required amount of off-the-job training in line with the apprenticeship funding rules.
The apprentice must complete their training and meet the gateway requirements before starting their EPA. The EPA will assess occupational competence.
An approved EPAO must conduct the EPA for this apprenticeship. Employers must select an approved EPAO from the register of end-point assessment organisations (RoEPAO).
This EPA has 2 assessment methods.
The grades available for each assessment method are below.
Assessment method 1 - interview with portfolio of evidence:
Assessment method 2 - observation with questions:
The result from each assessment method is combined to decide the overall apprenticeship grade. The following grades are available for the apprenticeship:
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On-programme - typically 12 months
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The apprentice must:
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End-point assessment gateway
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The apprentice’s employer must be content that the apprentice has attained sufficient KSBs to complete the apprenticeship. The apprentice must:
For the interview with portfolio of evidence, the apprentice must submit a portfolio of evidence.
The apprentice must submit the gateway evidence to their EPAO, including any organisation specific policies and procedures requested by the EPAO. |
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End-point assessment - typically 3 months
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The grades available for each assessment method are below
Interview with portfolio of evidence:
Observation with questions:
Overall EPA and apprenticeship can be graded:
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Re-sits and re-takes
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The EPA is taken in the EPA period. The EPA period starts when the EPAO confirms the gateway requirements have been met and is typically 3 months.
The EPAO should confirm the gateway requirements have been met and start the EPA as quickly as possible.
The apprentice’s employer must be content that the apprentice has attained sufficient KSBs to complete the apprenticeship. The employer may take advice from the apprentice's training provider, but the employer must make the decision. The apprentice will then enter the gateway.
The apprentice must meet the gateway requirements before starting their EPA.
They must:
Portfolio of evidence requirements:
The apprentice must compile a portfolio of evidence during the on-programme period of the apprenticeship. It should only contain evidence related to the KSBs that will be assessed by this assessment method. It will typically contain 8 discrete pieces of evidence. Evidence must be mapped against the KSBs. Evidence may be used to demonstrate more than one KSB; a qualitative as opposed to quantitative approach is suggested.
Evidence sources may include:
This is not a definitive list; other evidence sources can be included.
The portfolio of evidence should not include reflective accounts or any methods of self-assessment. Any employer contributions should focus on direct observation of performance (for example, witness statements) rather than opinions. The evidence provided should be valid and attributable to the apprentice; the portfolio of evidence should contain a statement from the employer and apprentice confirming this.
The EPAO should not assess the portfolio of evidence directly as it underpins the interview. The independent assessor should review the portfolio of evidence to prepare questions for the interview. They are not required to provide feedback after this review.
The apprentice must submit the gateway evidence to their EPAO, including any organisation specific policies and procedures requested by the EPAO.
The assessment methods can be delivered in any order.
The result of one assessment method does not need to be known before starting the next.
In the interview, an independent assessor asks the apprentice questions. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.
The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence.
This assessment method is being used because:
It allows for the assessment of KSBs that may not naturally occur during the observation with questions as described in the document.
It allows for the testing of responses when there may be a range of potential answers.
It is cost-effective, as whilst seeking assurance of competence across a range of KSBs, it does not require the independent assessor to directly observe all of them thus reducing their time cost as well as the cost of materials.
The interview must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.
An independent assessor must conduct and assess the interview.
The EPAO must give an apprentice 2 weeks' notice of the interview.
The independent assessor must have at least 2 weeks to review the supporting documentation.
The apprentice must have access to their portfolio of evidence during the interview.
The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence however, the portfolio of evidence is not directly assessed.
The interview must last for 60 minutes. The independent assessor can increase the time of the interview by up to 10%. This time is to allow the apprentice to respond to a question if necessary.
The independent assessor must ask at least 8 questions. The independent assessor must use the questions from the EPAO’s question bank or create their own questions in line with the EPAO’s training. Follow-up questions are allowed where clarification is required.
The independent assessor must make the grading decision.
The independent assessor must keep accurate records of the assessment. They must record:
The interview must take place in a suitable venue selected by the EPAO for example, the EPAO’s or employer’s premises.
The interview can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.
The interview should take place in a quiet room, free from distractions and influence.
The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO should maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.
The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.
The EPAO must ensure that the apprentice has a different set of questions in the case of re-sits or re-takes.
The EPAO must produce the following materials to support the interview with portfolio of evidence:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.
In the observation with questions, an independent assessor observes the apprentice in their workplace and asks questions. The apprentice completes their day-to-day duties under normal working conditions. Simulation is not allowed. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.
This assessment method is being used because:
It makes use of facilities that are already familiar to the apprentice or closely relate to their natural working environment. This allows apprentices to perform at their best.
It allows for consistency of activities to be completed and efficiency in scheduling.
A practical assessment has been selected as this enables all apprentices to have the same opportunity to demonstrate their ability against the KSBs.
The observation with questions must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.
An independent assessor must conduct and assess the observation with questions.
The independent assessor must only observe one apprentice at a time to ensure quality and rigour. They must be as unobtrusive as possible.
The EPAO must give the apprentice 2 weeks' notice of the observation with questions.
The observation must take 75 minutes.
The independent assessor can increase the time of the observation with questions by up to 10%. This time is to allow the apprentice to complete a task or respond to a question if necessary.
The observation may be split into discrete sections held on the same working day.
The EPAO must manage invigilation of the apprentice during the assessment, to maintain security of the EPA, in line with their malpractice policy. This includes breaks and moving between locations.
The independent assessor must explain to the apprentice the format and timescales of the observation with questions before it starts. This does not count towards the assessment time.
The independent assessor should observe the following during the observation:
Regardless of specific operational activities (e.g. goods inward, dispatch, returns etc.) there will always be a need to undertake the following activities that must be included in the observation:
These activities provide the apprentice with the opportunity to demonstrate the KSBs mapped to this assessment method.
The independent assessor must ask questions. Questioning can occur both during and after the observation.
The purpose of the questioning is to assess the level of competence against the grading descriptors.
The time for questioning is included in the overall assessment time. The independent assessor must ask at least 3 questions. To remain as unobtrusive as possible, the independent assessor should ask questions during natural stops between tasks and after completion of work rather than disrupting the apprentice’s flow. The independent assessor must use the questions from the EPAO’s question bank or create their own questions in line with the EPAO’s training. Follow-up questions are allowed where clarification is required.
The independent assessor must ask questions about KSBs that were not observed to gather assessment evidence. These questions are in addition to the above set number of questions for the observation with questions and should be kept to a minimum.
The independent assessor must make the grading decision. The independent assessor must assess the observation and responses to questions holistically when deciding the grade.
The independent assessor must keep accurate records of the assessment. They must record:
The observation with questions must take place in the apprentice’s normal place of work for example, their employer’s premises or a customer’s premises. Equipment and resources needed for the observation must be provided by the employer and be in good and safe working condition.
Questioning that occurs after the observation should take place in a quiet room, free from distractions and influence.
The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO should maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.
The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.
The EPAO must produce the following materials to support the observation with questions:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.
Fail - does not meet pass criteria
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Theme
KSBs
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Pass
Apprentices must demonstrate all of the pass descriptors
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Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
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Work organisation
K6 K7 K8 K9 K10 S3 S4 S5 S6 |
Describes how they have received, stored, picked, dispatched, decanted and packed products, in line with organisational procedures. (K6, K7, K8, K9, S3, S4, S5, S6) Describes the operational activities they undertake to return products. (K10)
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N/A |
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Communication
K17 S8 |
Describes how they communicate with others using written techniques, in a way that is suitable for the context and supports task completion. (K17, S8)) |
N/A |
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Information technology and digital
K16 S11 |
Describes how they have used information technology and digital systems to support their work and meet organisational objectives, whilst complying with GDPR and cyber security regulations. (K16, S11) |
Outlines the benefits to the business of ensuring GDPR and cyber security regulations and policies are followed. (K16, S11)
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Environment and sustainability
K13 S13 S16 B4 |
Describes how they have selected, prepared and used packaging materials in order to reduce waste and mitigate potential environmental impact. (K13, S13, S16 B4) |
Explains how they have balanced operational requirements with environmental impact when selecting, preparing and using packaging materials. (K13, S13) |
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Stock control
K11 K12 K15 S14 S15 |
Describes how they have supported scheduled and unscheduled stock taking activities, in line with resource management processes and operational requirements, in order to ensure quality control requirements are met. (K11, K15, S14)
Describes how they have identified a problem and applied company reporting and escalation procedures within the limits of their own role and responsibilities. (K12, S15) |
Considers the impact on scheduled and unscheduled stock taking activities when the principles of quality control and stock rotation are not applied. (K11, K15, S14) Considers the operational impact of not reporting problems. (K12, S15) |
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Equity and diversity
K19 S17 B2 |
Describes how they follow and support equity, diversity and inclusion in their work in line with rules. (K19, S17, B2)
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Explains the benefits of supporting a diverse and inclusive culture for the business. (K19, S17)
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Continuing professional development (CPD)
S18 B3 |
Explains how they have sought, carried out and recorded learning and development activities in order to ensure compliance with operational requirements and stay up to date with occupational change. (S18, B3)
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N/A |
Fail - does not meet pass criteria
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Theme
KSBs
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Pass
Apprentices must demonstrate all of the pass descriptors
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Health and safety
K1 K3 S1 S2 B1 |
Conducts risk assessments within the working environment, adhering to PPE and COSHH requirements where required and safe systems of work. (K1, S1)
Demonstrates commitment to workplace health, safety and wellbeing by applying safe working practices in line with their role, the organisation’s policy and associated health and safety legislation. (K3, S2, B1)
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Communication
K18 S7 |
Communicates with others using verbal or written techniques, in a way that is suitable for the context and supports task completion. (K18, S7) |
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Task organisation
K2 K4 K5 S9 S10 |
Loads and unloads products in line with their location, destination and requirements including weight limits and loading distribution. (K5, S9) Uses tools and equipment to aid in product handling in line with operating instructions or manufacturers’ guidelines to meet contractual requirements. (K2, K4, S10) |
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Documentation
K20 S12 B5 |
Locates and uses operational information required to fulfil contractual requirements, taking ownership of and acting in response to the requirements (K20, S12, B5)
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Teamwork
K14 S19 |
Conducts handover activities in line with organisational procedures (K14, S19) |
Performance in the EPA determines the overall grade of:
An independent assessor must individually grade the interview with portfolio of evidence and observation with questions in line with this EPA plan.
The EPAO must combine the individual assessment method grades to determine the overall EPA grade.
If the apprentice fails one assessment method or more, they will be awarded an overall fail.
To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods. To achieve an overall distinction the apprentice must achieve a distinction in the interview and a pass in the observation.
Grades from individual assessment methods must be combined in the following way to determine the grade of the EPA overall.
| Interview with portfolio of evidence | Observation with questions | Overall Grading |
|---|---|---|
| Fail | Fail | Fail |
| Pass | Fail | Fail |
| Fail | Pass | Fail |
| Distinction | Fail | Fail |
| Pass | Pass | Pass |
| Distinction | Pass | Distinction |
If the apprentice fails one assessment method or more, they can take a re-sit or a re-take at their employer’s discretion. The apprentice’s employer needs to agree that a re-sit or re-take is appropriate. A re-sit does not need further learning, whereas a re-take does. The apprentice should have a supportive action plan to prepare for a re-sit or a re-take.
The employer and the EPAO should agree the timescale for a re-sit or re-take. A re-sit is typically taken within 2 months of the EPA outcome notification. The timescale for a re-take is dependent on how much re-training is required and is typically taken within 4 months of the EPA outcome notification.
Failed assessment methods must be re-sat or re-taken within a 6-month period from the EPA outcome notification, otherwise the entire EPA will need to be re-sat or re-taken in full.
Re-sits and re-takes are not offered to an apprentice wishing to move from pass to a higher grade.
The apprentice will get a maximum EPA grade of pass for a re-sit or re-take, unless the EPAO determines there are exceptional circumstances.
| Roles | Responsibilities |
|---|---|
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Apprentice |
As a minimum, the apprentice should:
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Employer |
As a minimum, the apprentice's employer must:
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EPAO |
As a minimum, the EPAO must:
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Independent assessor |
As a minimum, an independent assessor must:
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Training provider |
As a minimum, the training provider must:
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The EPAO must have reasonable adjustments arrangements for the EPA.
This should include:
Adjustments must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.
Internal quality assurance refers to the strategies, policies and procedures that an EPAO must have in place to ensure valid, consistent and reliable EPA decisions.
EPAOs for this EPA must adhere to the requirements within the roles and responsibilities table.
They must also appoint independent assessors who:
Experience of the application of mechanical handling equipment (MHE) within the warehouse operations environment.
Affordability of the EPA will be aided by using at least some of the following:
This apprenticeship is not aligned to professional recognition.
| Knowledge | Assessment methods |
|---|---|
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K1
Methods to ensure safe working, for example, risk assessments, PPE, COSHH and safe systems of work. Back to Grading |
Observation with questions |
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K2
Tools, equipment, machinery and delivery systems used for the handling of products, for example manual pallet trolley, battery powered pallet trolley, forklift truck, reach truck, bridge cranes, jib cranes, vacuum and suction lifters, magnetic lifters. Back to Grading |
Observation with questions |
|
K3
Health and safety regulations relevant to the role, organisation and the operative's responsibilities. Back to Grading |
Observation with questions |
|
K4
Product handling and storage contractual requirements. Back to Grading |
Observation with questions |
|
K5
Loading procedures for products including transport weight limits and loading distribution principles. Back to Grading |
Observation with questions |
|
K6
Organisational procedures for the receipt of products. Back to Grading |
Interview with portfolio of evidence |
|
K7
Organisational procedures for the storage and picking of products. Back to Grading |
Interview with portfolio of evidence |
|
K8
Organisational procedures for the dispatching of products. Back to Grading |
Interview with portfolio of evidence |
|
K9
Organisational procedures for the decanting, packing of products. Back to Grading |
Interview with portfolio of evidence |
|
K10
Operational activities and their sequencing for the return of products. Back to Grading |
Interview with portfolio of evidence |
|
K11
The principles and requirements of quality control and stock rotation. Back to Grading |
Interview with portfolio of evidence |
|
K12
Reporting and escalation procedures within limits of own job role and responsibilities. Back to Grading |
Interview with portfolio of evidence |
|
K13
Impact of the sector on the environment. Efficient use of resources. Recycling, reuse and safe disposal of waste. Back to Grading |
Interview with portfolio of evidence |
|
K14
Handover procedures. Back to Grading |
Observation with questions |
|
K15
Materials and resources used in a warehouse. Stock and resource management processes. Back to Grading |
Interview with portfolio of evidence |
|
K16
Information technology and digital: management information systems, digital toolsets, General data protection regulation (GDPR). Cyber security. Back to Grading |
Interview with portfolio of evidence |
|
K17
Written communication techniques, plain English principles, including Industry terminology. Back to Grading |
Interview with portfolio of evidence |
|
K18
Verbal communication techniques, giving and receiving information, matching style to audience, barriers to communication. Back to Grading |
Observation with questions |
|
K19
Principles of equity, diversity, and inclusion in the workplace and the impact on their work. Back to Grading |
Interview with portfolio of evidence |
|
K20
Location of operational information needed to undertake contractual requirements, electronic or paper based. Back to Grading |
Observation with questions |
| Skill | Assessment methods |
|---|---|
|
S1
Conduct risk assessments within the working environment. Back to Grading |
Observation with questions |
|
S2
Apply safe working practices in line with associated health and safety legislation and company policy. Back to Grading |
Observation with questions |
|
S3
Receive products in line with organisational procedures. Back to Grading |
Interview with portfolio of evidence |
|
S4
Store and pick products in line with organisational procedures. Back to Grading |
Interview with portfolio of evidence |
|
S5
Dispatch products in line with organisational procedures. Back to Grading |
Interview with portfolio of evidence |
|
S6
Decant, pack products in line with organisational procedures. Back to Grading |
Interview with portfolio of evidence |
|
S7
Communicate with others verbally, for example internal and external customers, colleagues, and managers. Back to Grading |
Observation with questions |
|
S8
Communicate in writing with others, for example internal and external customers, colleagues and managers. Back to Grading |
Interview with portfolio of evidence |
|
S9
Load and unload products, considering the product that is to be moved and its current and planned destination. Back to Grading |
Observation with questions |
|
S10
Use tools and equipment to aid in product handling. Back to Grading |
Observation with questions |
|
S11
Use information technology and digital systems. Comply with GDPR and cyber security. Back to Grading |
Interview with portfolio of evidence |
|
S12
Locate and use operational information, electronic or paper based, required to fulfil contractual requirements. Back to Grading |
Observation with questions |
|
S13
Select, prepare, and use packaging materials that reduce waste and mitigate environmental impacts. Back to Grading |
Interview with portfolio of evidence |
|
S14
Support under instruction scheduled and unscheduled stock taking activities relevant to the organisation and product. Back to Grading |
Interview with portfolio of evidence |
|
S15
Identify and escalate problems beyond own responsibility. Back to Grading |
Interview with portfolio of evidence |
|
S16
Follow procedures in line with environmental and sustainability regulations, standards, and guidance. Segregate resources for reuse, recycling and disposal. Back to Grading |
Interview with portfolio of evidence |
|
S17
Follow equity, diversity and inclusion rules. Back to Grading |
Interview with portfolio of evidence |
|
S18
Carry out and record learning and development activities. Back to Grading |
Interview with portfolio of evidence |
|
S19
Conducts handover activities. Back to Grading |
Observation with questions |
| Behaviour | Assessment methods |
|---|---|
|
B1
Commitment to workplace health, safety, and wellbeing. Back to Grading |
Observation with questions |
|
B2
Support an inclusive workplace for example, respectful of different views. Back to Grading |
Interview with portfolio of evidence |
|
B3
Seek learning and development opportunities. Back to Grading |
Interview with portfolio of evidence |
|
B4
Consider the impact on the environment when using resources and carrying out work. Back to Grading |
Interview with portfolio of evidence |
|
B5
Take ownership of given work. Back to Grading |
Observation with questions |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Work organisation
K6 K7 K8 K9 K10 S3 S4 S5 S6 |
Organisational procedures for the receipt of products. (K6) Organisational procedures for the storage and picking of products. (K7) Organisational procedures for the dispatching of products. (K8) Organisational procedures for the decanting, packing of products. (K9) Operational activities and their sequencing for the return of products. (K10) |
Receive products in line with organisational procedures. (S3) Store and pick products in line with organisational procedures. (S4) Dispatch products in line with organisational procedures. (S5) Decant, pack products in line with organisational procedures. (S6) |
None |
|
Communication
K17 S8 |
Written communication techniques, plain English principles, including Industry terminology. (K17) |
Communicate in writing with others, for example internal and external customers, colleagues and managers. (S8) |
None |
|
Information technology and digital
K16 S11 |
Information technology and digital: management information systems, digital toolsets, General data protection regulation (GDPR). Cyber security. (K16) |
Use information technology and digital systems. Comply with GDPR and cyber security. (S11) |
None |
|
Environment and sustainability
K13 S13 S16 B4 |
Impact of the sector on the environment. Efficient use of resources. Recycling, reuse and safe disposal of waste. (K13) |
Select, prepare, and use packaging materials that reduce waste and mitigate environmental impacts. (S13) Follow procedures in line with environmental and sustainability regulations, standards, and guidance. Segregate resources for reuse, recycling and disposal. (S16) |
Consider the impact on the environment when using resources and carrying out work. (B4) |
|
Stock control
K11 K12 K15 S14 S15 |
The principles and requirements of quality control and stock rotation. (K11) Reporting and escalation procedures within limits of own job role and responsibilities. (K12) Materials and resources used in a warehouse. Stock and resource management processes. (K15) |
support under instruction scheduled and unscheduled stock taking activities relevant to the organisation and product. (S14) Identify and escalate problems beyond own responsibility. (S15) |
None |
|
Equity and diversity
K19 S17 B2 |
Principles of equity, diversity, and inclusion in the workplace and the impact on their work. (K19) |
Follow equity, diversity and inclusion rules. (S17) |
Support an inclusive workplace for example, respectful of different views. (B2) |
|
Continuing professional development (CPD)
S18 B3 |
None |
Carry out and record learning and development activities. (S18) |
Seek learning and development opportunities. (B3) |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Health and safety
K1 K3 S1 S2 B1 |
Methods to ensure safe working, for example, risk assessments, PPE, COSHH and safe systems of work. (K1) Health and safety regulations relevant to the role, organisation and the operative's responsibilities. (K3) |
Conduct risk assessments within the working environment. (S1) Apply safe working practices in line with associated health and safety legislation and company policy. (S2) |
Commitment to workplace health, safety, and wellbeing. (B1) |
|
Communication
K18 S7 |
Verbal communication techniques, giving and receiving information, matching style to audience, barriers to communication. (K18) |
Communicate with others verbally, for example internal and external customers, colleagues, and managers. (S7) |
None |
|
Task organisation
K2 K4 K5 S9 S10 |
Tools, equipment, machinery and delivery systems used for the handling of products, for example manual pallet trolley, battery powered pallet trolley, forklift truck, reach truck, bridge cranes, jib cranes, vacuum and suction lifters, magnetic lifters. (K2) Product handling and storage contractual requirements. (K4) Loading procedures for products including transport weight limits and loading distribution principles. (K5) |
Load and unload products, considering the product that is to be moved and its current and planned destination. (S9) Use tools and equipment to aid in product handling. (S10) |
None |
|
Documentation
K20 S12 B5 |
Location of operational information needed to undertake contractual requirements, electronic or paper based. (K20) |
Locate and use operational information, electronic or paper based, required to fulfil contractual requirements. (S12) |
Take ownership of given work. (B5) |
|
Teamwork
K14 S19 |
Handover procedures. (K14) |
Conducts handover activities. (S19) |
None |
Contact us about this apprenticeship
| Version | Change detail | Earliest start date | Latest start date | Latest end date |
|---|---|---|---|---|
| 1.1 | Occupational standard, end-point assessment plan and funding band revised | 27/10/2023 | Not set | Not set |
| 1.0 | Approved for delivery. The funding band for this standard has been reviewed and remains at £3000 (Dec-2018). | 24/06/2016 | 26/10/2023 | Not set |
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