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Summary Report for:
43-5061.00 - Production, Planning, and Expediting Clerks

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.

Sample of reported job titles: Master Scheduler, Material Coordinator, Materials Planner, Planner, Production Assistant, Production Clerk, Production Controller, Production Planner, Production Scheduler, Scheduler

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Tasks  |  Tools & Technology  |  Knowledge  |  Skills  |  Abilities  |  Work Activities  |  Detailed Work Activities  |  Work Context  |  Job Zone  |  Education  |  Credentials  |  Interests  |  Work Styles  |  Work Values  |  Related Occupations  |  Wages & Employment  |  Job Openings  |  Additional Information

Tasks

  • 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.

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Tools & Technology

Tools used in this occupation:

  • Desktop computers
  • Notebook computers
  • Personal computers
  • Scanners

Technology used in this occupation:

  • Accounting software — Fund accounting software Hot technology ; Intuit QuickBooks Hot technology ; Sage Peachtree Premium Accounting for Manufacturing
  • Analytical or scientific software — KAPES; Micro Estimating FabPlan; MTI Systems Costimator JS
  • Calendar and scheduling software — Workbrain Employee Scheduling
  • Data base reporting software — Inetsoft
  • Data base user interface and query software — FileMaker Pro Hot technology ; Microsoft Access Hot technology ; Sage 300 Construction and Real Estate; Structured query language SQL Hot technology
  • Desktop publishing software — Adobe Systems Adobe InDesign Hot technology
  • Document management software — Adobe Systems Adobe Acrobat Hot technology
  • Electronic mail software — IBM Notes Hot technology ; Microsoft Outlook Hot technology
  • Enterprise resource planning ERP software Hot technology — Oracle JD Edwards EnterpriseOne Hot technology ; QAD MFG/PRO; Sage MAS 90; SAP Hot technology (see all 14 examples)
  • Financial analysis software — Cost estimation software
  • Graphics or photo imaging software — Adobe Systems Adobe Illustrator Hot technology ; Adobe Systems Adobe Photoshop Hot technology
  • Human resources software — Maynard PlanStaff Manager (human resources feature); Questek Humanis
  • Industrial control software — Honeywell Wintress PACNet
  • Inventory management software — Accvision ABMIS; iCode Everest; Rytech Software Small Business Inventory Control
  • Materials requirements planning logistics and supply chain software — Bill of lading software; LSA Visual Easy Lean; Stratford Group INMASS/MRP; Waterloo Hydrogeologic TACTIC (see all 31 examples)
  • Medical software — Medical condition coding software Hot technology ; Medical procedure coding software Hot technology ; MEDITECH software Hot technology
  • Office suite software — Microsoft Office
  • Presentation software — Microsoft PowerPoint Hot technology
  • Procurement software — Aestiva Purchase Order
  • Project management software — Microsoft Project Hot technology ; Oracle Primavera Enterprise Project Portfolio Management Hot technology ; Oracle Primavera Systems
  • Spreadsheet software — Microsoft Excel Hot technology
  • Time accounting software — Work Technology WorkTech Time; Workbrain Time and Attendance
  • Word processing software — Microsoft Word

Hot technology Hot Technology — a technology requirement frequently included in employer job postings.

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Knowledge

  • 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.
  • English Language — Knowledge of the structure and content of the English language 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.

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Skills

  • 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.

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Abilities

  • 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.

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Work Activities

  • 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.

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Detailed Work Activities

  • 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.

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Work Context

  • Telephone — 91% responded “Every day.”
  • Contact With Others — 77% responded “Constant contact with others.”
  • Face-to-Face Discussions — 76% responded “Every day.”
  • Work With Work Group or Team — 79% responded “Extremely important.”
  • Electronic Mail — 78% responded “Every day.”
  • Time Pressure — 57% responded “Every day.”
  • Importance of Being Exact or Accurate — 56% responded “Extremely important.”
  • Freedom to Make Decisions — 51% responded “A lot of freedom.”
  • Frequency of Decision Making — 62% responded “Every day.”
  • Structured versus Unstructured Work — 45% responded “A lot of freedom.”
  • Indoors, Environmentally Controlled — 76% responded “Every day.”
  • Duration of Typical Work Week — 55% responded “More than 40 hours.”
  • Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets — 67% responded “Every day.”
  • Coordinate or Lead Others — 39% responded “Extremely important.”
  • Responsibility for Outcomes and Results — 39% responded “Very high responsibility.”
  • Impact of Decisions on Co-workers or Company Results — 47% responded “Important results.”
  • Importance of Repeating Same Tasks — 40% responded “Extremely important.”
  • Sounds, Noise Levels Are Distracting or Uncomfortable — 41% responded “Every day.”
  • Letters and Memos — 34% responded “Once a month or more but not every week.”
  • Frequency of Conflict Situations — 33% responded “Once a month or more but not every week.”
  • Exposed to Contaminants — 44% responded “Every day.”
  • Spend Time Sitting — 35% responded “Less than half the time.”
  • Responsible for Others' Health and Safety — 26% responded “Very high responsibility.”
  • Deal With Unpleasant or Angry People — 29% responded “Once a month or more but not every week.”
  • Level of Competition — 25% responded “Moderately competitive.”
  • Physical Proximity — 57% responded “Slightly close (e.g., shared office).”
  • Indoors, Not Environmentally Controlled — 39% responded “Every day.”
  • Pace Determined by Speed of Equipment — 25% responded “Important.”
  • Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls — 32% responded “Continually or almost continually.”

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Job Zone

Title Job Zone Three: Medium Preparation Needed
Education Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
Related Experience Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
Job Training Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
Job Zone Examples These occupations usually involve using communication and organizational skills to coordinate, supervise, manage, or train others to accomplish goals. Examples include food service managers, travel guides, electricians, agricultural technicians, barbers, nannies, and medical assistants.
SVP Range (6.0 to < 7.0)

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Education


Percentage of Respondents
Education Level Required
36   High school diploma or equivalent Help
25   Bachelor's degree
15   Post-secondary certificate Help

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Credentials

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Interests

Interest code: CE

  • 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.

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Work Styles

  • 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.

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Work Values

  • 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.

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Related Occupations

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Wages & Employment Trends

Median wages (2015) $22.19 hourly, $46,150 annual
State wages Local Salary Info
 
Employment (2014) 305,000 employees
Projected growth (2014-2024) Slower than average (2% to 4%) Slower than average (2% to 4%)
Projected job openings (2014-2024) 88,900
State trends Employment Trends
 
Top industries (2014)

Source: Bureau of Labor Statistics 2015 wage data external site and 2014-2024 employment projections external site. "Projected growth" represents the estimated change in total employment over the projections period (2014-2024). "Projected job openings" represent openings due to growth and replacement.

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Job Openings on the Web

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Sources of Additional Information

Disclaimer: Sources are listed to provide additional information on related jobs, specialties, and/or industries. Links to non-DOL Internet sites are provided for your convenience and do not constitute an endorsement.

  • Material recording clerks external site. Bureau of Labor Statistics, U.S. Department of Labor. Occupational Outlook Handbook, 2016-17 Edition.

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