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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Planning and controlling in a manufacturing environment 
SAQA US ID UNIT STANDARD TITLE
377383  Planning and controlling in a manufacturing environment 
ORIGINATOR
SGB Manufacturing and Assembly Processes 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 06 - Manufacturing, Engineering and Technology Manufacturing and Assembly 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 
2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This unit standard is required by people working in the manufacturing environment and tasked to plan and control. The learner is introduced to planning horizons, short range planning, production strategies, alternative manufacturing strategies, production plans and the master production scheduling (MPS).

Learners credited with this unit standard are able to:
  • Explain manufacturing planning and control (MRPII).
  • Explain planning horizons for medium term planning.
  • Describe short range planning.
  • Analyse pure production strategies.
  • Discuss alternative manufacturing strategies.
  • Develop a production plan.
  • Discuss and develop a master production schedule (MPS).
  • Perform rough-cut capacity planning. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
  • Mathematical Literacy at NQF Level 2.
  • Communication at NQF Level 2. 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Explain manufacturing planning and control (MRPII). 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Each of the components of the long-range planning process is described according to their uses. 
    ASSESSMENT CRITERION RANGE 
    Planning includes but is not limited to MRPII hierarchy, business planning, product and sales planning and production planning.
     

    ASSESSMENT CRITERION 2 
    Production plan is described according to procedures. 
    ASSESSMENT CRITERION RANGE 
    Production planning includes but is not limited to outputs, customer service, target inventory, backlog, production rates, workforce required, budget plans and time bucket.
     

    ASSESSMENT CRITERION 3 
    "Pure" strategies are described according to procedures. 
    ASSESSMENT CRITERION RANGE 
    Pure Strategies include level production, chase production and subcontracting.
     

    ASSESSMENT CRITERION 4 
    Explain resource requirements planning. 
    ASSESSMENT CRITERION RANGE 
    Requirements include correct amount, correct resources and right time.
     

    SPECIFIC OUTCOME 2 
    Explain planning horizons for medium term planning. 
    OUTCOME RANGE 
    At least three horizons need to be discussed. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Master Production Schedule (MPS) is defined and explained in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 2 
    Demand management is described according to its uses. 

    ASSESSMENT CRITERION 3 
    Master Production Schedule is explained in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 4 
    Rough Cut Capacity Planning is explained in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 5 
    Material Requirements Planning is explained in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 6 
    Capacity Requirements Planning is explained in line with Operations Management Body of Knowledge (OMBOK). 

    SPECIFIC OUTCOME 3 
    Describe short range planning. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Final Assembly Schedule is explained in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 2 
    Input/Output Planning and Control is explained in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 3 
    Production Activity Control is explained in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 4 
    Purchase Planning and Control is explained in line with Operations Management Body of Knowledge (OMBOK). 

    SPECIFIC OUTCOME 4 
    Analyse manufacturing strategies. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Product positioning strategies are described according to their uses. 
    ASSESSMENT CRITERION RANGE 
    Strategies include engineer-to-order, make-to-order, assemble-to-order.
     

    ASSESSMENT CRITERION 2 
    Major determinants when choosing a strategy are discussed in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 3 
    The link(s) between process positioning strategies and product positioning strategies are discussed in line with Operations Management Body of Knowledge (OMBOK). 

    SPECIFIC OUTCOME 5 
    Discuss alternative manufacturing strategies. 
    OUTCOME RANGE 
    This applies to alternative plant layouts. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Group technology is described in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 2 
    Cellular manufacturing is discussed in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 3 
    Flexible Manufacturing Systems are described using examples. 

    ASSESSMENT CRITERION 4 
    Computer Integrated Manufacturing is explained with examples. 

    SPECIFIC OUTCOME 6 
    Develop a production plan. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Production planning for a make-to-stock is compared to a make-to-order manufacturing strategy according to procedures. 

    ASSESSMENT CRITERION 2 
    The purpose of a production plan is described in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 3 
    Basic characteristics of production planning are identified in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 4 
    A make-to-stock production plan is developed according to procedures. 

    ASSESSMENT CRITERION 5 
    A make-to-order production plan is developed according to procedures. 

    SPECIFIC OUTCOME 7 
    Discuss and develop a master production schedule (MPS). 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The purposes of master production schedules are described in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 2 
    Conflict within the MPS is explained in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 3 
    The role of the master scheduler is described according to procedures with examples of conflicts. 

    ASSESSMENT CRITERION 4 
    The concept of planning horizon is discussed in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 5 
    The role of time fences in master scheduling is described in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 6 
    Formats for a master production is discussed according to procedures. 

    SPECIFIC OUTCOME 8 
    Perform rough-cut capacity planning. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Rough-cut capacity planning is defined in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 2 
    The advantages of rough-cut capacity planning is explained in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 3 
    A master production plan is converted to a capacity plan according to procedures. 

    ASSESSMENT CRITERION 4 
    A load profile is generated according to procedures. 

    ASSESSMENT CRITERION 5 
    Bottom-up re-planning is described in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 6 
    Performance measures are developed according to procedures. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this unit standard must be accredited as a provider through the relevant ETQA.
  • Moderation of assessment will be overseen by the relevant ETQA according to the moderation guidelines and the agreed ETQA procedures. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • The role manufacturing planning and control plays.
  • Planning horizons for medium term planning.
  • Short range planning.
  • Pure production strategies.
  • Alternative manufacturing strategies.
  • Production plan.
  • Master scheduling (MPS) including time fences used in master scheduling.
  • Rough-cut capacity planning. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems and make decisions using critical and creative thinking when analysing production strategies and planning resource requirements. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as members of a team, group, organization or community to develop production strategies and generate a MPS. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage themselves and their activities responsibly and effectively to plan resource requirement, analyse production strategies and develop production plans.. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organize and critically evaluate information develop production plans. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  57712   Further Education and Training Certificate: Generic Management  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered" 
    2023-06-30  As per Learning Programmes recorded against this Qual 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.