Production, Planning, and Expediting Clerk

Urban Institute

National (OA)

National Occupational Frameworks

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Individual state requirements may vary. Please contact your local apprenticeship office to ensure this version is suitable to your state’s requirements.

Work Process Schedule

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On the Job Training

Anonymous

Skills

Job Function 1: Collaborates and communicates with internal and external personnel

Confers with establishment personnel, vendors, or customers to coordinate production or shipping activities and to resolve complaints or eliminate delays
Confers with department supervisors or other personnel to assess progress, and discuss and implement needed changes in labor or production scheduling
Contacts suppliers to verify shipment details
Collaborates with the procurement team to ensure all necessary materials are obtained
Communicates accurate and complete information to coworkers and managers
Abides by principles of inclusion and equity in oversight responsibilities and in communication with team members and superiors
Demonstrates strong organizational skills to keep production on track
Ensures methods of communication are accessible and effective to reach all people

Job Function 2: Collect and analyze data

Plans production commitments or timetables for business units, specific programs, or jobs, using sales forecasts
Calculates required amounts of labor, materials, manufacturing costs, or wages, using pricing schedules
Collects and records production data such as volume produced, consumption of raw materials, or quality control measures in Enterprise Resource Planning (ERP) system
Analyzes production data and demand forecast to optimize production resources and planning
Identifies trends related to demand and responds to emerging trends with solutions
Helps build and implement internal quality assurance procedures to ensure proper inspections
Uses the business’ preferred software to manage data collection and analysis
Uses basic computer tools, such as Word or Excel, to collect and distribute data
Assesses employee availability on assignments and alerts employees of changing responsibilities
Utilizes artificial intelligence technology to analyze vast amounts of data in real time to monitor capacity changes, resource allocation, and material availability
Creates predictive analytics using artificial intelligence to forecast demand, optimize inventory levels, and predict lead times

Job Function 3: Creates and distributes production schedules

Distributes production schedules and work orders to appropriate departments
Identifies staff capacity shortfalls and creates production schedules to accommodate supply and demand
Collaborates with management or other personnel to revise production schedules when necessary due to manufacturing changes or challenges, design changes, labor or material shortages, backlogs, or other interruptions
Arranges for delivery, assembly, or distribution of supplies or parts
Determines personnel and material requirements by reviewing production documents (i.e., production schedules, work orders, staffing schedules)
Uses scheduling or project management software, such as ERP, when needed
Abides by labeling and regulatory requirements (e.g., in the food industry, pharmaceuticals, and advanced manufacturing)
Demonstrates basic understanding of lean manufacturing, production, and logistics
Utilizes artificial intelligence software to calculate production plans to optimize resource efficiency and production speed

Job Function 4: Maintains operational records

Uses the company’s preferred database software to maintain operational records
Examines documents, materials, or products and monitor work processes to assess completeness, accuracy, and conformance to standards and specifications
Compiles and prepares documentation related to production sequences, inventory, transportation, personnel schedules, and purchase, maintenance, and repair orders
Maintains operational files, such as bills of lading and cost reports
Provides documentation and information to account for delays, difficulties, or changes to cost estimates
Orders materials, supplies, and equipment needed
Processes received orders
Provides feedback on software updates to keep up with industry trends
Utilizes artificial intelligence to create and maintain Standard Operating Procedures (SOPs)

Job Function 5: Prepare informational or reference materials to be distributed both internally and externally

Assists in preparing product construction directions, location and information on required tools, materials, equipment, numbers of workers needed, and cost projections
Compiles information, such as production rates and progress, materials inventories, materials used, and customer information, so that status reports can be completed
Monitors inventory and notifies manager about upcoming orders and current stock
Identifies and resolves inventory discrepancies
Trains staff in inventory management, including standard operating procedures, equipment job aids, documentation, and production orders
Delivers operational trainings on production equipment, if required
Communicates with vendors and coordinates orders of supplies, if needed

Related Instruction Outline

Production, Planning, and Expediting Clerk

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