Appendix F – Task Profile Chart - Partsperson

Block A – Common Occupational Skills

1. Performs safety-related functions.

• 1.01 Maintains safe work environment.
• 1.02 Uses personal protective equipment (PPE) and safety equipment.

2. Uses tools and equipment.

• 2.01 Uses catalogues and price lists.
• 2.02 Uses hand tools.
• 2.03 Operates power tools.
• 2.04 Operates warehouse tools and equipment.
• 2.05 Uses measuring and testing tools and equipment.
• 2.06 Operates business machines.
• 2.07 Uses computers and digital devices.

3. Organizes work.

• 3.01 Uses work related documents.
• 3.02 Prioritizes tasks.

4. Communicates with others.

• 4.01 Communicates in person.
• 4.02 Communicates in writing and through illustrations.
• 4.03 Communicates by telephone.

Block B – Customer Service

5. Provides services to retail customers.

• 5.01. Identifies retail customers’ needs.
• 5.02 Provides technical information to retail customers.

6. Provides services to wholesale customers.

• 6.01 Identifies wholesale customers’ needs.
• 6.02. Provides training opportunities and technical information to wholesale customers.

7. Provides services to internal customers.

• 7.01 Identifies internal customers’ needs.
• 7.02 Maintains inventory and records for internal customers.

8. Provides general customer service and support.

• 8.01 Prepares customer quotes.
• 8.02 Provides no-fee value-added services and information.
• 8.03 Records customer information.
• 8.04 Implements product improvement programs (PIP).

Block C – Parts Acquisition

9. Identifies parts.

• 9.01 Identifies parts function.
• 9.02 Identifies parts application..
• 9.03 Identifies parts number.

10. Sources parts.

• 10.01 Searches inventory for parts
• 10.02 Identifies suppliers.
• 10.03 Purchases parts.
• 10.04 Arranges shipment of special orders.

Block D – Warehousing And Inventory

11. Handles parts and materials.

• 11.01 Maintains storage design layout.
• 11.02 Handles sensitive products.
• 11.03 Rotates stock.
• 11.04 Places inventory in designated location.

12. Performs Inventory control.

• 12.01 Manages core and warranty inventory.
• 12.02 Handles recalls.
• 12.03 Maintains stock levels.
• 12.04 Participates in periodic physical inventory count.

13. Performs shipping and receiving duties.

• 13.01 Verifies incoming shipment.
• 13.02 Verifies estimated time of arrival (ETA).
• 13.03 Resolves order discrepancies.
• 13.04 Prepares for shipment.

Block E – Business Practices

14. Promotes products and services.

• 14.01 Displays products and literature.
• 14.02 Recommends products to customer.
• 14.03 Recommends services to customer.

15. Implements pricing formula.

• 15.01 Calculates additional costs.
• 15.02 Overrides price.

16. Processes financial transactions.

• 16.01 Generates invoices.
• 16.02 Accepts payments
• 16.03 Processes customer returns.
• 16.04 Processes day end reports.