Production, Planning, and Expediting Clerk
Other Titles
Material Coordinator, Materials Planner, Planner, Production Assistant, Production Clerk, Production Controller, Production Planner, Production Scheduler, Scheduler
Coordinate and expedite the flow of work and materials within or between departments of an establishment according to production schedule. Duties include reviewing and distributing production, work, and shipment schedules; conferring with department supervisors to determine progress of work and completion dates; and compiling reports on progress of work, inventory levels, costs, and production problems.
Production, Planning or Expediting Clerks refer to such workers who are responsible for ensuring that the production or work orders of various departments conform to the designated schedule. In this role, they distribute the production schedule to various departments and review the progress on a regular basis to make sure the schedule is being followed. They also keep track of shipment schedules and other aspects of a company's operational planning. A part of their job is to arrange the supplies or any other materials required for production in a timely way. They also propose changes to the production process to improve the overall efficiency and output.
Distribute production schedules or work orders to departments.
Review documents, such as production schedules, work orders, or staffing tables, to determine personnel or materials requirements or material priorities.
Requisition and maintain inventories of materials or supplies necessary to meet production demands.
Arrange for delivery, assembly, or distribution of supplies or parts to expedite flow of materials and meet production schedules.
Confer with department supervisors or other personnel to assess progress and discuss needed changes.
Revise production schedules when required due to design changes, labor or material shortages, backlogs, or other interruptions, collaborating with management, marketing, sales, production, or engineering.
Confer with establishment personnel, vendors, or customers to coordinate production or shipping activities and to resolve complaints or eliminate delays.
Examine documents, materials, or products and monitor work processes to assess completeness, accuracy, and conformance to standards and specifications.
Record production data, including volume produced, consumption of raw materials, or quality control measures.
Calculate figures, such as required amounts of labor or materials, manufacturing costs, or wages, using pricing schedules, adding machines, calculators, or computers.
Compile information, such as production rates and progress, materials inventories, materials used, or customer information, so that status reports can be completed.
Compile and prepare documentation related to production sequences, transportation, personnel schedules, or purchase, maintenance, or repair orders.
Maintain files, such as maintenance records, bills of lading, or cost reports.
Contact suppliers to verify shipment details.
Plan production commitments or timetables for business units, specific programs, or jobs, using sales forecasts.
Establish and prepare product construction directions and locations and information on required tools, materials, equipment, numbers of workers needed, and cost projections.
Provide documentation and information to account for delays, difficulties, or changes to cost estimates.
Active Listening→ Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Reading Comprehension→ Understanding written sentences and paragraphs in work related documents.
Speaking→ Talking to others to convey information effectively.
Time Management→ Managing one's own time and the time of others.
Critical Thinking→ Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Monitoring→ Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
Writing→ Communicating effectively in writing as appropriate for the needs of the audience.
Coordination→ Adjusting actions in relation to others' actions.
Judgment and Decision Making→ Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Complex Problem Solving→ Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Getting Information→ Observing, receiving, and otherwise obtaining information from all relevant sources.
Communicating with Supervisors, Peers, or Subordinates→ Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
Interacting With Computers→ Using computers and computer systems (including hardware and software to program, write software, set up functions, enter data, or process information.
Making Decisions and Solving Problems→ Analyzing information and evaluating results to choose the best solution and solve problems.
Monitor Processes, Materials, or Surroundings→ Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.
Identifying Objects, Actions, and Events→ Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
Organizing, Planning, and Prioritizing Work→ Developing specific goals and plans to prioritize, organize, and accomplish your work.
Processing Information→ Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Scheduling Work and Activities→ Scheduling events, programs, and activities, as well as the work of others.
Analyzing Data or Information→ Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
Documenting/Recording Information→ Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
Judging the Qualities of Things, Services, or People→ Assessing the value, importance, or quality of things or people.
Estimating the Quantifiable Characteristics of Products, Events, or Information→ Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.
Inspecting Equipment, Structures, or Material→ Inspecting equipment, structures, or materials to identify the cause of errors or other problems or defects.
Thinking Creatively→ Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.
Establishing and Maintaining Interpersonal Relationships→ Developing constructive and cooperative working relationships with others, and maintaining them over time.
Updating and Using Relevant Knowledge→ Keeping up-to-date technically and applying new knowledge to your job.
Monitoring and Controlling Resources→ Monitoring and controlling resources and overseeing the spending of money.
Evaluating Information to Determine Compliance with Standards→ Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
Training and Teaching Others→ Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.
Performing Administrative Activities→ Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
Developing Objectives and Strategies→ Establishing long-range objectives and specifying the strategies and actions to achieve them.
Resolving Conflicts and Negotiating with Others→ Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
Coordinating the Work and Activities of Others→ Getting members of a group to work together to accomplish tasks.
Developing and Building Teams→ Encouraging and building mutual trust, respect, and cooperation among team members.
Interpreting the Meaning of Information for Others→ Translating or explaining what information means and how it can be used.
Guiding, Directing, and Motivating Subordinates→ Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.
Provide Consultation and Advice to Others→ Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.
Provide information to coworkers.
Read work orders to determine material or setup requirements.
Order materials, supplies, or equipment.
Coordinate operational activities.
Confer with coworkers to coordinate work activities.
Coordinate shipping activities with external parties.
Schedule operational activities.
Examine documents to verify adherence to requirements.
Inspect items for damage or defects.
Record production information.
Calculate costs of goods or services.
Compile data or documentation.
Record personnel information.
Maintain operational records.
Prepare informational or reference materials.
Oral Comprehension→ The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression→ The ability to communicate information and ideas in speaking so others will understand.
Written Comprehension→ The ability to read and understand information and ideas presented in writing.
Problem Sensitivity→ The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Near Vision→ The ability to see details at close range (within a few feet of the observer).
Written Expression→ The ability to communicate information and ideas in writing so others will understand.
Deductive Reasoning→ The ability to apply general rules to specific problems to produce answers that make sense.
Information Ordering→ The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g. , patterns of numbers, letters, words, pictures, mathematical operations).
Speech Recognition→ The ability to identify and understand the speech of another person.
Inductive Reasoning→ The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Speech Clarity→ The ability to speak clearly so others can understand you.
Category Flexibility→ The ability to generate or use different sets of rules for combining or grouping things in different ways.
Far Vision→ The ability to see details at a distance.
Production and Processing→ Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.
Administration and Management→ Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
Mathematics→ Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Language - Knowledge of the structure and content of the language - English, French, Swahili et cetera - including the meaning and spelling of words, rules of composition, and grammar.
Customer and Personal Service→ Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Clerical→ Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
Accounting software -- Fund accounting software; Intuit QuickBooks; Sage Peachtree Premium Accounting for Manufacturing
Analytical or scientific software -- Cost estimating software; Job costing software; Process planning software
Calendar and scheduling software -- Human resources software; Employee scheduling software
Database reporting software -- Data analytics and dashboard reporting software; SQL Server Reporting Services; SAP Crystal Reports; Inetsoft; SAP Crystal Reports
Database user interface and query software -- Data entry software; Structured query language SQL; FileMaker Pro; Microsoft Access; Sage 00 Construction and Real Estate
Desktop publishing software -- e.g., Adobe Systems Adobe InDesign; Adobe Systems Adobe FrameMaker; QuarkXPress; Microsoft Publisher; Scribus; Corel Ventura; MadCap Flare; MadCap Software MadCap Flare
Document management software -- e.g., Adobe Systems Adobe Acrobat; Papertrail; Document Warehouse; GreatSoft’s online document management software; EMC Documentum
Electronic mail software --e.g., IBM Notes; Microsoft Outlook
Enterprise resource planning ERP software -- e.g., Sage; Xero; Sapama; ebizframe; Odoo; Macro 2000; SYSPRO ERP; QuickEasy BOS; TrueERP; Microsoft Dynamics; Microsoft Dynamics ERP; Microsoft Dynamics GP; NetSuite ERP; Oracle Hyperion; SAP
Financial analysis software -- Cost estimation software; SWOT Analysis software
Graphics or photo imaging software -- e.g., Adobe Systems Adobe Creative Cloud ; Adobe Systems Adobe Illustrator; Adobe Systems Adobe Fireworks ; Adobe Systems Adobe Flash ; Adobe Systems Adobe Photoshop; Corel CorelDraw Graphics Suite; Corel Painter GNU Image Manipulation Program GIMP; Microsoft Visio; Trimble SketchUp Pro; SmugMug Flickr
Human resources software -- Personnel scheduling software; Human resource management software HRMS
Industrial control software
Inventory management software
Materials requirements planning logistics and supply chain software -- Bill of lading software; Bills of lading software; Production scheduling and planning software; Manufacturing process optimization MPO software
Medical software -- Medical procedure coding software; Medical condition coding software
Office suite software -- e.g., Corel WordPerfect Office; Microsoft Office; Google Workspace; Apache OpenOffice.org
Presentation software -- e.g., Google Slides; Apple iWork Keynote; Corel Presentations; Microsoft PowerPoint
Procurement software -- Purchasing software; Purchase order system
Project management software -- e.g., Confluence; Sapama Projects; Sciforma PPM solution; Xero Projects; Microsoft Project; Easy Projects; Microsoft SharePoint; Oracle Primavera Enterprise Project Portfolio Management
Spreadsheet software -- e.g., Corel Quattro Pro; Microsoft Excel; Google Sheets
Time accounting software — Workforce management software; Time and attendance management software
Word processing software -- e.g., Corel Wordperfect; Microsoft Word; Google Docs
Conventional→ Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
Enterprising→ Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
Attention to Detail→ Job requires being careful about detail and thorough in completing work tasks.
Dependability→ Job requires being reliable, responsible, and dependable, and fulfilling obligations.
Integrity→ Job requires being honest and ethical.
Cooperation→ Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
Stress Tolerance→ Job requires accepting criticism and dealing calmly and effectively with high stress situations.
Independence→ Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
Initiative→ Job requires a willingness to take on responsibilities and challenges.
Leadership→ Job requires a willingness to lead, take charge, and offer opinions and direction.
Persistence→ Job requires persistence in the face of obstacles.
Self Control→ Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
Adaptability/Flexibility→ Job requires being open to change (positive or negative) and to considerable variety in the workplace.
Analytical Thinking→ Job requires analyzing information and using logic to address work-related issues and problems.
Achievement/Effort→ Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
Concern for Others→ Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.
Social Orientation→ Job requires preferring to work with others rather than alone, and being personally connected with others on the job.
Innovation→ Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems.
Independence→ Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
Support→ Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
Working Conditions→ Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.