Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.
Elements Elements describe the essential outcomes. | Performance Criteria Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold and italicised text is used, further information is detailed in the range of conditions section. |
1. Identify customer need or enquiry regarding product or service | 1.1 Customer is greeted according to workplace procedures and customer service standards 1.2 Customer requirement relating to specific product or service is identified and clarified 1.3 Referrals to appropriate personnel are provided where customer need or enquiry is outside scope of own responsibility or authority |
2. Provide information and advice to customer | 2.1 Information that addresses customer need or enquiry is provided in a timely, efficient and courteous manner to build a positive relationship and customer loyalty 2.2 Questions are asked to confirm that information satisfies customer need or enquiry 2.3 Outstanding customer requirements are identified and promptly addressed in a courteous and discreet manner, or are referred to appropriate personnel |
3. Finalise customer contact | 3.1 Customer feedback about product or service is sought and recorded as required according to workplace procedures 3.2 Required follow-up action is completed effectively according to workplace procedures and timeframes 3.3 Customer complaints or dissatisfaction are addressed or escalated to appropriate personnel as required 3.4 Interaction with customer is concluded in line with workplace procedures and customer service standards |
This section specifies work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Bold italicised wording, if used in the performance criteria, is detailed below.
Clarificationmust include: | open and closed questioning active listening. |
Information must include: | explaining features and benefits of workplace product or service using clear, jargon-free language discussing alternative product or service where appropriate recommending product or service suitable to customer requirements. |
Before competency can be determined, individuals must demonstrate they can perform the following according to the standards defined in this unit’s elements, performance criteria, range of conditions and foundation skills:
identify needs or enquiries of three different customers with different requirements, including one dissatisfied customer
provide advice or information on automotive products and services to above customers.
Individuals must be able to demonstrate knowledge of:
techniques for assisting customers, including:
effective questioning
active listening
building rapport
explaining clear options
making recommendations
finalising contact
customer service standards and practices relevant to automotive workplaces, including:
greeting and farewelling customers
recording customer requirements and enquiries
customer service delivery standards
contact and follow-up procedures
indicators of customer dissatisfaction, including verbal and non-verbal cues
techniques for resolving customer problems, including procedures for complaint escalation
key legal requirements relating to customer rights as a consumer, and business obligations under Australian Consumer Law (ACL)
procedures for making referrals relating to:
customer dissatisfaction
suppliers of other products and services
key features and benefits of workplace-specific products and services
techniques for undertaking basic calculations to provide information to customers relating to quantities, timeframes, and delivery of automotive products and services.
Assessors must satisfy NVR/AQTF assessor requirements.
Competency is to be assessed in the workplace or a simulated environment that accurately reflects performance in a real workplace setting.
Assessment must include direct observation of tasks.
Where assessment of competency includes third-party evidence, individuals must provide evidence that links them to having responded to customer needs and enquiries, e.g. complaints register.
Assessors must verify performance evidence through questioning on skills and knowledge to ensure correct interpretation and application.
The following must be made available:
automotive workplace or simulated workplace
three different customers with different requirements, including one dissatisfied customer.
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.
Observation Checklist