ACC197 Vocational independence assessment recommendations

**Initial Occupational Assessment Report** **1. Date completed** "This report was completed on:" 20/10/2026 **2. Client details** "Client name:" John Smith "Claim number:" ACC000-TESTCLAIM-04 **3. Provider details** "Vendor name:" Metropolis Vocational Services "Provider name:" Clark Kent "Provider phone number:" 03 555 0301 "Provider email address:" clark.kent@metrovoc.co.nz **4. ACC details** "ACC recovery team member:" Jane Doe "ACC site:" Christchurch "Contact phone number:" 04 555 0123 "Email address:" jane.doe@acc.co.nz **5. Work experience** | Job | Duration | Employer name | Related training | | --- | --- | --- | --- | | Warehouse Team Leader | 2015–2026 | ABC Logistics Ltd | Forklift Operator's Certificate | | Delivery Driver | 2008–2015 | Speedy Deliveries Ltd | Class 2 heavy rigid driver training | "Time in the workforce:" 18 years "How many jobs has the client had:" 2 "Work experience comments:" The client has spent his entire working life in the logistics and transport sector, progressing from a delivery driving role into a warehouse team leader position with supervisory responsibilities. This provides a consistent base of physical, logistical, and people-management experience. **6. Education and training** Secondary qualifications | Qualification | Subject | Institution | Level reached and date achieved | | --- | --- | --- | --- | | NCEA Level 2 | General | Example High School | Level 2, 2007 | Tertiary qualifications | Qualification | Subject | Institution | Level reached and date achieved | | --- | --- | --- | --- | | Nil | | | | Other formal courses and training | Qualification | Subject | Institution | Level reached and date achieved | | --- | --- | --- | --- | | Forklift Operator's Certificate | Forklift operation | ABC Training Ltd | Achieved 2015 | Post-graduate studies | Qualification | Subject | Institution | Level reached and date achieved | | --- | --- | --- | --- | | None reported | | | | Incomplete formal qualifications "Assessor comments:" The client's forklift certification remains current and relevant to warehouse-based roles. His secondary school qualification is a standard entry-level credential and does not present any barriers or notable strengths for the work types considered below. "Is the client currently participating in any education or training?" No **7. Memberships and licences** Professional or trade association memberships Driving and other licences Full Class 1 car licence; Class 2 (heavy rigid) truck licence. Additional assessor comments about licences: Given the client's reported back injury, a medical review of his fitness to hold a Class 2 licence involving manual loading duties may be warranted before any return to driving-based work types is considered. **8. On-the-job or informal training** The client reported developing warehouse management system skills and forklift operation proficiency on the job over several years, along with informal training in rostering and team supervision once promoted to team leader. "Assessor comments:" These on-the-job skills remain current and directly relevant to logistics and supervisory work types, though the physical components (forklift operation, manual handling) may need to be reconsidered in light of the client's current injury-related restrictions. **9. Transferable skills** "Transferable skills and how these are demonstrated:" Through his warehouse team leader role, the client has demonstrated staff supervision and rostering, inventory and stock control, workplace health and safety compliance, and logistics coordination. Through his earlier delivery driving role, he has demonstrated route planning, time management, and direct customer interaction at delivery points. "Attributes and competencies that will advantage employability:" The client presents as reliable, punctual, and used to working within structured processes and safety procedures. His supervisory experience demonstrates an ability to communicate clearly with a team and manage competing priorities. "Comment on the client's transferable skills into alternative work types:" The client's supervisory, coordination, and customer-facing experience transfers well into less physically demanding roles such as logistics coordination, dispatch, customer service, and inventory control, all of which draw on skills he has already demonstrated without requiring the manual handling components of his previous roles. "Types of work the client is particularly interested in, including client comments:" The client stated he would like to stay within the logistics industry if possible, as it is what he knows, but is open to an office-based or customer-facing role that does not require heavy lifting. **10. Work type options** 1. "Work type:" Warehouse Team Leader ([Assessor to verify 6-digit ANZSCO/NOL code from Work Type Detail Sheet]) "Why do you consider this work type suitable for the client?" This closely matches the client's most recent role and existing skill set, including staff supervision, stock control, and safety compliance. "Comment on the client's pre-incapacity earnings and how these have been considered:" [Assessor to insert pre-incapacity earnings comparison from Tahatū Career Navigator] "Detail the key entry requirements for entering this type of work:" [Assessor to complete from Work Type Detail Sheet] "Does the client currently meet these entry requirements?" Yes "How the client meets or partially meets these requirements:" The client has direct recent experience in this exact role, including the forklift certification typically required. "Detail any required vocational upskilling, training, licensing or other needs:" None required, subject to medical clearance for manual handling duties. "Other beneficial assistance (where appropriate):" "Client comments:" The client stated he would be happy to return to this type of role if his physical restrictions allow it. 2. "Work type:" Logistics Coordinator ([Assessor to verify 6-digit ANZSCO/NOL code from Work Type Detail Sheet]) "Why do you consider this work type suitable for the client?" The client's experience coordinating deliveries, rostering staff, and managing stock directly supports an office-based coordination role with reduced physical demands. "Comment on the client's pre-incapacity earnings and how these have been considered:" [Assessor to insert pre-incapacity earnings comparison from Tahatū Career Navigator] "Detail the key entry requirements for entering this type of work:" [Assessor to complete from Work Type Detail Sheet] "Does the client currently meet these entry requirements?" Yes "How the client meets or partially meets these requirements:" The client's warehouse supervisory experience covers the core coordination and communication skills typically required. "Detail any required vocational upskilling, training, licensing or other needs:" Basic computer literacy training (spreadsheets, logistics software) is recommended, as the client reported limited recent computer use. "Other beneficial assistance (where appropriate):" "Client comments:" The client stated he liked the idea of "still being in logistics without the heavy lifting." 3. "Work type:" Customer Service Representative ([Assessor to verify 6-digit ANZSCO/NOL code from Work Type Detail Sheet]) "Why do you consider this work type suitable for the client?" The client's delivery driving role involved regular direct customer interaction, which transfers to a dedicated customer service role. "Comment on the client's pre-incapacity earnings and how these have been considered:" [Assessor to insert pre-incapacity earnings comparison from Tahatū Career Navigator] "Detail the key entry requirements for entering this type of work:" [Assessor to complete from Work Type Detail Sheet] "Does the client currently meet these entry requirements?" Yes "How the client meets or partially meets these requirements:" The client has demonstrated customer-facing communication skills through his delivery role, though formal customer service training would build on this. "Detail any required vocational upskilling, training, licensing or other needs:" A short customer service skills course is recommended. "Other beneficial assistance (where appropriate):" "Client comments:" The client stated he was "not sure about sitting on the phone all day" but was willing to consider it. 4. "Work type:" Dispatch Officer ([Assessor to verify 6-digit ANZSCO/NOL code from Work Type Detail Sheet]) "Why do you consider this work type suitable for the client?" The client's route planning and delivery scheduling experience aligns closely with dispatch coordination duties. "Comment on the client's pre-incapacity earnings and how these have been considered:" [Assessor to insert pre-incapacity earnings comparison from Tahatū Career Navigator] "Detail the key entry requirements for entering this type of work:" [Assessor to complete from Work Type Detail Sheet] "Does the client currently meet these entry requirements?" Yes "How the client meets or partially meets these requirements:" The client's hands-on delivery scheduling experience provides a strong practical basis for this role. "Detail any required vocational upskilling, training, licensing or other needs:" Basic computer literacy training, as above. "Other beneficial assistance (where appropriate):" "Client comments:" **5. "Work type:" Inventory Controller ([Assessor to verify 6-digit ANZSCO/NOL code from Work Type Detail Sheet])** "Why do you consider this work type suitable for the client?" The client's stock control experience as a warehouse team leader directly supports this role. "Comment on the client's pre-incapacity earnings and how these have been considered:" [Assessor to insert pre-incapacity earnings comparison from Tahatū Career Navigator] "Detail the key entry requirements for entering this type of work:" [Assessor to complete from Work Type Detail Sheet] "Does the client currently meet these entry requirements?" Yes "How the client meets or partially meets these requirements:" The client has hands-on stock control and inventory management experience from his most recent role. "Detail any required vocational upskilling, training, licensing or other needs:" Basic computer literacy training, as above. "Other beneficial assistance (where appropriate):" "Client comments:" **11. Summary of identified work types** Five work types have been identified, ranging from a direct return to the client's pre-injury role (Warehouse Team Leader) through to less physically demanding alternatives that draw on the same underlying skill set (Logistics Coordinator, Dispatch Officer, Inventory Controller) and a customer-facing option (Customer Service Representative). All options build on the client's existing logistics and supervisory experience. **12. Other general recommendations** The client reported limited recent computer use, which may be a barrier to office-based roles; basic computer literacy training is recommended. The client has not job-searched or interviewed for many years, so a refresher on job search and interview skills would also be beneficial. **13. Client comments** The client stated he would prefer to stay within the logistics industry where possible, is open to office-based or customer-facing alternatives if heavy lifting is not required, and expressed some hesitation about a fully phone-based customer service role. **14. Other relevant information or comments** **15. Declarations and signature** "I have explained and discussed the initial occupational assessment process and the role of the occupational assessor with this client." "I used the following sources to get information for the work type options section, select all that apply:" "[x] The Australia and New Zealand Standard Classification of Occupations" "[x] The Careers New Zealand website" "[x] Provider knowledge and research of the local job market" "[ ] Other relevant resources:" "Name:" Clark Kent "Signature:" "Date:" 20/10/2026 "In the collection, use, disclosure, and storage of information, ACC will at all times comply with the obligations of the Privacy Act 2020, the Health Information Privacy Code 2020 and the Official Information Act 1982." **Information gaps — assessor review required** 1. Section 10, all 5 work type blocks — ANZSCO/NOL codes are not yet verified against a Work Type Detail Sheet; none was available for this fictional case. 2. Section 10, all 5 work type blocks — pre-incapacity earnings comparisons are left as "[Assessor to insert ... from Tahatū Career Navigator]" placeholders, as no earnings documentation was available. 3. Section 10, all 5 work type blocks — entry requirements are left as "[Assessor to complete from Work Type Detail Sheet]" placeholders, as no Work Type Detail Sheets were available. 4. Section 10 — only 5 work types were identified; a typical Initial Occupational Assessment identifies 8–12. Assessor should consider whether further options exist. 5. Section 6 — "Incomplete formal qualifications" was left blank as none were discussed; confirm this is correct rather than an omission. 6. Section 7 — "Professional or trade association memberships" was left blank as none were discussed; confirm this is correct. 7. Section 10, work type 4 (Dispatch Officer) and work type 5 (Inventory Controller) — no client comments were captured for these two work types; assessor to follow up with the client if possible. **Items for Clinician Review** [ ] Section 5 – Work experience: employment dates were given only as years (2015–2026, 2008–2015) without specific months; confirm exact start/end dates if available. [ ] Section 7 – Driving and other licences: "Class 2 (heavy rigid)" was stated without further detail on any endorsements or restrictions; confirm the exact licence class and any conditions. [ ] Section 10 – Warehouse Team Leader work type: "subject to medical clearance for manual handling duties" is an inferred caveat based on the reported back injury rather than an explicit clinical restriction stated in the transcript; confirm with the treating clinician.