18957 version 2
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Review and manage documentation in a road transport operation
Level
4
Credits
4
Purpose
This unit standard is for people in supervisory or management positions in
the road transport industry. It is applicable to both goods and passenger
services.
People credited with this unit standard are able to: describe record and
document keeping requirements of a road transport operation; describe
procedures to record the progress, and problems in progress, of a transport
consignment; review organisational procedures to manage staff worksheets
and/or timesheets, and driver logbooks; and review organisational
procedures for recording complaints and incident reports in a road transport
operation.
Subfield
Commercial Road Transport
Domain
Road Transport Management
Status
Registered
Status date
25 June 2007
Date version published
25 June 2007
Planned review date
31 December 2012
Entry information
Open.
Accreditation
Evaluation of documentation and visit by NZQA and
industry.
Standard setting body (SSB)
NZ Motor Industry Training Organisation (Incorporated)
Accreditation and Moderation Action Plan (AMAP) reference
0092
This AMAP can be accessed at http://www.nzqa.govt.nz/framework/search/index.do.
Special notes
1
Legal requirements to be complied with include:
Employment Relations Act 2000;
Land Transport Act 1998;
Privacy Act 1993.
 New Zealand Qualifications Authority 2016
18957 version 2
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2
Any new, amended, or replacement Acts, regulations, Rules, standards, codes of
practice, or Land Transport New Zealand requirements or conditions affecting this
unit standard will take precedence for assessment purposes, pending review of this
unit standard.
3
Definitions
organisational requirements include any legal requirements, standards, codes of
practice, organisational and/or site requirements, industry best practices, and
manufacturers’ instructions. These must be available to candidates, providers, and
assessors;
incidents in this unit standard includes crashes, and actions or events that could have
had grave consequences.
4
A road transport operation may form part of an organisation’s activities or it may
constitute a complete organisation.
5
Management of documentation relating to vehicles is included in Unit 18960, Manage
vehicles in the road transport and logistics industry.
Elements and performance criteria
Element 1
Describe record and document keeping requirements of a road transport operation.
Performance criteria
1.1
Records and documents that must be maintained in compliance with the law are
described in terms of the periods for which they must be held.
Range
financial, personnel records, training records, road transport
documents.
1.2
The description includes systems for maintaining paper and electronic records
in terms of confidentiality of data, security of systems, and back-up of electronic
records.
1.3
The description identifies systems for filing historical records to meet
organisational requirements.
1.4
The description outlines processes for recording invoices and financial
transactions.
 New Zealand Qualifications Authority 2016
18957 version 2
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Element 2
Describe procedures to record the progress, and problems in progress, of a transport
consignment.
Performance criteria
2.1
The description includes the processes for recording the receipt of the order, the
allocation of task to vehicle and driver, collection and/or receipt of load, proof of
delivery, and the management of any problems and/or complaints.
2.2
The description includes the processes for managing problems in, and/or
complaints about, the progress of a transport consignment.
Element 3
Review organisational procedures to manage staff worksheets and/or timesheets, and
driver logbooks.
Performance criteria
3.1
Organisational procedures for the storage of worksheets and/or timesheets, and
driving hour and logbook records are reviewed for compliance with legal
requirements and any remedial action is identified.
Element 4
Review organisational procedures for recording complaints and incident reports in a road
transport operation.
Performance criteria
4.1
Organisational procedures for recording complaints are reviewed for compliance
with organisational requirements and any remedial action is identified.
4.2
Organisational procedures for recording incidents are reviewed for fitness for
purpose and for compliance with organisational and legal requirements and any
remedial action is identified.
Please note
Providers must be accredited by NZQA, or an inter-institutional body with delegated
authority for quality assurance, before they can report credits from assessment against
unit standards or deliver courses of study leading to that assessment.
Industry Training Organisations must be accredited by NZQA before they can register
credits from assessment against unit standards.
Accredited providers and Industry Training Organisations assessing against unit standards
must engage with the moderation system that applies to those standards.
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Accreditation requirements and an outline of the moderation system that applies to this
standard are outlined in the Accreditation and Moderation Action Plan (AMAP). The
AMAP also includes useful information about special requirements for organisations
wishing to develop education and training programmes, such as minimum qualifications for
tutors and assessors, and special resource requirements.
Comments on this unit standard
Please contact NZ Motor Industry Training Organisation (Incorporated) info@mito.org.nz if
you wish to suggest changes to the content of this unit standard.
 New Zealand Qualifications Authority 2016