Courses || Globsyn Business School Online
Globsyn Business School

Documentation Assistant

Course Fees: ₹ 14000.00

Course Fee: $ 200.00

Documentation Assistant (DA) is a course for developing the 4 key competencies required in the Logistics Sector or Industry – Understanding how to prepare for processing documents; Performing documentation of inbound and outbound consignments; Completing post documentation activities and Maintaining health, and Maintaining safety and security standards during documentation. The learners will be able to understand work schedule from the Transport Manager; details of the destination, route, weight of the load, type of truck, etc.; prioritize among consignments; ensure that the computer and the software are working well without any issues. It is also a guide to prepare all kinds of documents required for inbound and outbound consignments, in form of Lorry Receipt (LR) or Goods Consignment (GC) Note after receiving the customer order as per company policy. DAs can be able to combine different loads onto a truck for transshipment based on common destination and the truck's maximum load capacity, verify the documents, truck's destination and loaded goods before despatch. On arrival, DA can also check that the truck has been unloaded properly and goods are in good condition, else if required receive forms for damage claim, replacement of goods, etc. from the receiving assistant, verify and send them to the concerned person/company for processing. The DAs can learn how to handle any kind of situation arising from misplaced documents, and can guide the drivers’ enroute with their problems, and also understand how to comply with safety regulations, in case of fire, chemical or bio hazards, recognise and report unsafe practices, and protocols to deploy emergency action in any accident or breach of safety.

Documentation Assistant (DA) is a course for developing the 4 key competencies required in the Logistics Sector or Industry – Understanding how to prepare for processing documents; Performing documentation of inbound and outbound consignments; Completing post documentation activities and Maintaining health, and Maintaining safety and security standards during documentation. The learners will be able to understand work schedule from the Transport Manager; details of the destination, route, weight of the load, type of truck, etc.; prioritize among consignments; ensure that the computer and the software are working well without any issues. It is also a guide to prepare all kinds of documents required for inbound and outbound consignments, in form of Lorry Receipt (LR) or Goods Consignment (GC) Note after receiving the customer order as per company policy. DAs can be able to combine different loads onto a truck for transshipment based on common destination and the truck's maximum load capacity, verify the documents, truck's destination and loaded goods before despatch. On arrival, DA can also check that the truck has been unloaded properly and goods are in good condition, else if required receive forms for damage claim, replacement of goods, etc. from the receiving assistant, verify and send them to the concerned person/company for processing. The DAs can learn how to handle any kind of situation arising from misplaced documents, and can guide the drivers’ enroute with their problems, and also understand how to comply with safety regulations, in case of fire, chemical or bio hazards, recognise and report unsafe practices, and protocols to deploy emergency action in any accident or breach of safety.

Course Fees: ₹ 14000.00

Course Fee: $ 200.00

Enrol Now

Course Benefits

 

After successful completion of the course Documentation Assistant (Logistics), you will be able to:

  • Prepare consignment processing documents with the destination details, route, weight of the load, type of truck etc.
  • Operate computer and prepare lorry receipts or goods consignment documents as per company policy.
  • Check the permits to ensure that they are up-to-date.
  • Brief the truck driver on the end customer, destination, proposed route, transport regulations, formalities at check posts.
  • Prepare an arrival report based on the agreement sheet.
  • Fill out transit insurance forms and any octroi/tax permits for each truck.
  • Explain to the driver how to handle any situation; escalate to transport coordinator or transport manager if necessary.
  • Identify reasons for occurrence of incident or accident.
  • Visually inspect the activity area and equipment for appropriate and safe condition.

Course Content

Session 1:

Highlights

  • The session gives an overview of the Logistics Industry
  • It describes logistics procedures – both for inbound and outbound consignments.

Benefits

  • Students get to know various types of land transportation models.
  • It gives a list of major Third Party Logistics Service Providers in India

Session 2:

Highlights

  • The session presents a complete list of documents required for different mode of transportation
  • It also gives details of statutory compliance required for different Road Transportation modes.

Benefits

  • Learners can understand the Job role and the complete work area and key responsibilities of a documentation assistant
  • They also learn why the various documents are important for road transportation.

Session 3:

Highlights

  • The session describes different types of vehicle sources with their individual usability, load carrying capacity and limitations.
  • It presents various types of workplace hazards like Physical, Ergonomic, Bio and chemical.

Benefits

  • Learners can understand how to get the daily work schedule from the transport & warehouse manager
  • They can know how to deal with different kinds of workplace hazards.

Session 4:

Highlights

  • This session is on Basic English Grammar and sentence making.
  • All 8 parts of speech are explained in details with a special focus on Prepositions.

Benefits

  • Different sentences are given as examples to illustrate usage of all parts of speech.
  • Learners also learn how to deal with customers in different situations.

Session 1:

Highlights

  • This session gives a basic understanding of computers and its components
  • It guides through the Windows Operating System, as it is the commonly used OS across industries.

Benefits

  • Learners can check and ensure that the computer and the software are working well without any issues.
  • The learners will be able to use the windows search feature to retrieve any kind of documents related to a particular consignment.

Session 2:

Highlights

  • This session gives the Working knowledge of Ms-Word
  • It explains how to create and save word document files

Benefits

  • Learners know the various formatting methods using headings, fonts tables etc.
  • They also understand how to insert pictures and charts for preparing a consignment report.

Session 3:

Highlights

  • This session deals with the popular spread sheet program Microsoft Excel.
  • It describes how to do enter data and format them using various available tools.

Benefits

  • Learners discover different types of charts to be formed from MS excel data
  • They find out how to choose chart style and layout in MS Excel.

Session 4:

Highlights

  • The session guides learners on the checklist for loading arrangements.
  • Different types of payment methods are explained

Benefits

  • Students learn how to obtain rates for the customers
  • The session prepares the students for creating eLR in the computer software system.

Session 5:

Highlights

  • Based on the information contained in the LR, learners can update details regarding the load and the destination into the computer.
  • It gives a detailed understanding of the road permits.

Benefits

  • Learners also know about all the documents required for transportation.
  • They know to combine different loads onto a truck for transhipment based on common destination and the truck's maximum load capacity.

Session 6:

Highlights

  • This session helps to prepare an agreement sheet to be given at the destination along with the consignment.
  • It helps to fill out transit insurance forms and any octroi/tax permits for each truck.

Benefits

  • Learners can check the permits to ensure that they are current and that the truck could travel through the route to its destination.
  • They also can verify that all the required forms have been filled out and tick off the documents as per the outbound documentation checklist.

Session 7:

Highlights

  • The session gives details on how and why to get the truck driver's signature on a form (and all other forms as required), confirming that the goods, cash for the journey and all the documents needed for the journey have been received.
  • It also explains how to receive accounts of the journey from the driver and prepare the cost sheets

Benefits

  • Learners learn how to receive the signed agreement sheet for the inbound consignment from the receiving assistant.
  • They can prepare an arrival report based on the agreement sheet.
  • They can prepare/update inward MIS with vehicle reporting & unloading time, Invoice no, Truck no, material description, quantity in invoice, quantity received, shortage/damage if any, claim status, permit details, time taken for unloading.

Session 1:

Highlights

  • The session explains vendor bill processing, problems en route, understand the problem and explain to the driver how to handle the situation.
  • It clarifies when to talk to the concerned authorities and resolve the issues.
  • It also let one know when to escalate issues to transport coordinator or transport manager

Benefits

  • Learners learn to attend to calls from the driver if there are any documentation related issues at check posts or with police.
  • They also learn to receive damage claim forms, forms for replacement of goods, etc. from the receiving assistant, verify and send them to the concerned person/company for processing

Session 1:

Highlights

  • The session gives details on how to handle Hazard Prone Materials.
  • It also explains how to pack and transport the Bio Hazard prone materials and various types of Bio Hazard containers.

Benefits

  • Learners learn to comply with safety regulations and procedures in case of fire hazards, bio-hazards, etc.
  • They also learn why to use safety equipment including protective gear, helmets etc. when checking inbound/outbound consignments

Session 2:

Highlights

  • The session explains how to follow organization procedures with respect to documentation, recognize and report unsafe conditions and practices.
  • In case of signs of any emergency situation or accident or breach of safety, it also tells to immediately follow organizational protocol for deploying action.

Benefits

  • Learners understand handling, storing & transportation of hazardous goods.
  • They understand storage & transportation norms for different goods in LTL/part load consignments.
  • Learners also understand stacking norms, understand stacking/handling instructions mentioned on carton.

Session 3:

Highlights

  • The session helps to identify reasons for occurrence of hazardous incident
  • It also explains how to visually inspect the activity area and equipment for appropriate and safe condition

Benefits

  • Learners can understand reasons behind accidents and immediately take the necessary actions.
  • They can report any deviations from standard protocol along with reasons (if any)

Session 1:

Highlights

  • The session focuses on the listing of open questions that have been prepared to cover up back to back all the sessions under this course. 
  • Model answers for the questions are prepared accordingly based on the issues covered by the sessions of this course.
  • The model answers to the questions prepared under this session for assessing participants’ understanding of the concepts discussed in the course and their application. 

Benefits

  • Since the list of questions is prepared to cover the entire course modules, the answers to the questions provided by the students show their ability to understand the concepts discussed, and their applications in an effective manner. 
  • The model answers acting as benchmarks that empower the students to evaluate his/her own performance and clarity of understanding. 
  • The model answer enables the student to reduce the knowledge gap involved and thereby enhances the level of understanding.

Course Fees: ₹ 14000.00

Course Fee: $ 200.00

Enrol Now