PSG_LB-96368-333101000-PM-04

SAQA 96369 Practical Module 4

or Learner Mentor Supervisor

ure) (Signature) (Signature) (Signature)

entative action Competent Not Yet Competent
(C) (NYC)

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SAQA 96369 Practical Module 4

Practical Skill 4.5 | Record and action in accordance with
client instruction [PM-04-PS05]

Scope of Practical Skill:

Given shipping instructions, applicable legislation, standard operating procedures,
confirmed shipping quotations/estimates, proforma/commercial/tax invoices, packing lists,
international commercial terms notes, process flows, transaction documents, etc., you as
the learner will be required to engage in and complete the following practical activities:

No. Description Code

1 Evaluate audit process and report PA0501

2 Record all actions including findings, prevention and corrections PA0502
and actions in accordance with client mandate

Instructions to the Facilitator(s) and Assessor(s) for each of the tasks for each of the
activities and outcomes:

1. Prior to assessment – the learner should be provided with or granted access to work
instructions, checklists, work areas, case studies, activity documents, equipment,
templates, health and safety guidelines, control mechanisms, standard operating
procedures, and any other necessary items to utilise on the completion of the
relevant activities and to subsequently package and present same as evidence to
their assessor.

2. During the pre-assessment interview/exercise, the assessor must ask the learner to
clarify their understanding of the tasks by answering any additional questions which
may be necessary.

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SAQA 96368 Practical Module 4

Instructions to the Learner:

1. Read ALL specific guidelines that are outlines included for each of the learning
activities and outcomes.

By conducting the activities that cover the scope of practical skills outlined above, you will
be demonstrating your ‘Applied Knowledge’ of the following:

Applied Knowledge

No. Description Code

1 Risk management, assessment, applications, and contingency AK0501
planning approaches

2 Incoterms and guidelines AK0502

3 Sourcing and applications of rates within the international AK0503
logistics environment

4 Financial Sector Conduct Authority (FSCA)Rules AK0504

5 Applicable regulations and legislations AK0505

6 Interpretation of geographic elements (to map trade routes) AK0506

7 Problem solving techniques and applications AK0507

Furthermore, you will be assessed against the following criteria:

Internal Assessment Criteria or Learning Outcomes

No. Description IAC

1 Audit reports meet the existing industry standards IAC0501

2 Recommendations/ actions enables easy processing of refunds IAC0502
and appeals

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SAQA 96368 Practical Module 4

Prior to recording and action in accordance with client instructions, it is imperative and
proper to ensure that certain pre-requisite information is at hand or received from the
customer/client (importer/exporter). This information will enable you to follow due
processes and procedures which will ensure successful compliance to all relevant
regulations and requirements pertaining to the movement of the goods.

Some of the standard documentation required is as follows (where applicable):

Type of Document Check
1. Confirmation to proceed with shipment.
(Email from authorised person or accepted quotation/estimate)

2. Shipping Instructions or Shipper’s Letter of Instructions (Authenticated:
confirmed, stamped, counter-signed)

3. Pro-forma / Commercial Invoice (ensure that relevant Incoterms are
specified correctly on the invoice or contract of sale if obtainable)

4. Packing list (packing specifications)

5. Certificate of Origin

6. Transport Document (example: Bill of Lading, Air Waybill, Inland Bill of
Lading or Consignment Note)

7. Insurance certificate, confirmation, or policy schedule if applicable or
required.

8. Any applicable supporting or pertinent document(s) that may be required
for customs clearance and/or any other government interrelated
department, or financial institution related compliances e.g.,

a. Product literature, blueprints, specifications, brochures
b. Standards certificates e.g., from NRCS and SABS.
c. Inspection/Quality Certificate
d. Agricultural, environmental, health certificates or permits.
e. Shipper’s declaration for dangerous goods
f. Documentary credits (e.g., Letter of Credit)
g. Other.

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Practical Activity 4.5 – PS05

Completion Instructions
Perform each of the below tasks as explained to you by your facilitator/s
you have failed to complete the task before submission, state ‘No’.
No. Task
1 Evaluate audit process and report.
2 Record all actions including findings, prevention and corrections a

client mandate.

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SAQA 96369 Practical Module 4

/supervisor/mentor. When each task when completed, state ‘Yes’ or if
Completed Completion Date
(Yes/No)

and actions in accordance with

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Activity Log / Record for Practical Activity 4.5

Herewith below is a table on which you must record your completion of
competencies.

You will be required to sign this document as a declaration attesting to t
mentor and supervisor will also be required to sign this document to like
activities/tasks.

No. Competency Evidence St
1 Evaluate audit process and report.
Reference/Location

2 Record all actions including findings,
prevention and corrections and
actions in accordance with client
mandate.

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SAQA 96368 Practical Module 4

f the relevant activities/tasks and evidence against your practical

the fact that you have completed the required activities/tasks. Your
ewise co-declare that you have indeed completed the required

tart Date End Date Learner Mentor Supervisor

(Signature) (Signature) (Signature)

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Assessment Feedback for Practical Activity 4.5

Total Activity Total Percentage of Assesso
Competencies Competencies Competencies (Signatu
Completed Completed
2

Internal Assessment Criteria
Assessor Feedback:

IAC0501 Audit reports meet the existing industry standard

IAC0502 Recommendations/ actions enables easy process
Date appeals

Assessor Name

Assessor Number

Assessor Signature

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SAQA 96369 Practical Module 4

or Learner Mentor Supervisor

ure) (Signature) (Signature) (Signature)

ds Competent Not Yet Competent
sing of refunds and (C) (NYC)

Competent Not Yet Competent
(C) (NYC)

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SAQA 96369 Practical Module 4

MODULE 4 EVIDENCE

Insert:
Evidence for Module 4

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SAQA 96369 Practical Module 4

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