- BSBCMM301A - Process customer complaints
Assessor Resource
BSBCMM301A
Process customer complaints
Assessment tool
Version 1.0
Issue Date: May 2024
This unit applies to individuals who are skilled operators and apply a broad range of competencies in various customer service contexts. They may exercise discretion and judgement using appropriate knowledge of products, customer service systems and organisational policies to provide technical advice and support to a team.
This unit describes the performance outcomes, skills and knowledge required to handle formal and informal negative feedback and complaints from customers.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
Employability Skills
This unit contains employability skills.
Evidence Required
List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package. | |
Overview of assessment | |
Critical aspects for assessment and evidence required to demonstrate competency in this unit | Evidence of the following is essential: applying judgement in the application of industry and/or organisational procedures working with customer complaints knowledge of organisational procedures and standards for processing complaints. |
Context of and specific resources for assessment | Assessment must ensure: access to an actual workplace or simulated environment access to office equipment and resources examples of customer complaints examples of documents relating to customer complaints policies and procedures. |
Method of assessment | A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate analysis of responses to case studies and scenarios demonstration of techniques observation of presentations oral or written questioning to assess knowledge of individual's role in processing customer complaints review of documentation outlining necessary reports relating to customer complaints review of complaints/disputes register. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example: customer service units other general administration units. |
Submission Requirements
List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here
Assessment task 1: [title] Due date:
(add new lines for each of the assessment tasks)
Assessment Tasks
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.
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Required skills |
analytical skills to identify trends and positions of products and services communication skills to interpret customer complaints, and to monitor and advise on customer service strategies and resolutions culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities literacy skills to read and understand a variety of texts; to prepare general information and papers according to target audience; and to edit and proofread texts to ensure clarity of meaning and accuracy of grammar and punctuation problem-solving skills to deal with customer enquiries or complaints, to apply organisational procedures to a range of situations and to exercise judgement in this application. |
Required knowledge |
key provisions of relevant legislation from all forms of government that may affect aspects of business operations, such as: anti-discrimination legislation ethical principles codes of practice privacy laws occupational health and safety (OHS) importance of good communication skills and the individual's role in processing customer complaints organisational procedures and standards for processing complaints and recommending appropriate action. |
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included. | |
Customers may include: | customers with routine or specific requests internal or external customers people from a range of social, cultural or ethnic backgrounds people who may be unwell, drug affected or emotionally distressed people with varying physical and mental abilities regular and new customers |
Complaints may include: | different types of severity, formality and sources scenarios where external bodies such as police are required straightforward customer dissatisfaction level of documentation required |
Effective communication may include: | giving customers full attention maintaining eye contact (for face-to-face interactions), except where eye contact may be culturally inappropriate speaking clearly and concisely using appropriate language and tone of voice using clear written information/communication using non-verbal communication e.g. body language, personal presentation (for face-to-face interactions) |
Documenting reports relating to customer complaints may include: | completed forms and written reports using audio-visual tapes using computer-based systems |
Referrals may include: | external bodies e.g. Ombudsman, Independent Commission Against Corruption (ICAC), police relevant superiors in the organisational hierarchy |
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
Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice | Yes | No | Comments/feedback |
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Process customer complaints using effective communication in accordance with organisational procedures established under organisational policies, legislation or codes of practice | |||
Obtain, document and review necessary reports relating to customer complaints | |||
Make decisions about customer complaints, taking into account applicable legislation, organisational policies and codes | |||
Negotiate resolution of the complaint and obtain agreement where possible | |||
Maintain a register of complaints/disputes | |||
Inform customer of the outcome of the investigation | |||
Identify complaints that require referral to other personnel or external bodies | |||
Make referrals to appropriate personnel for follow-up in accordance with individual level of responsibility | |||
Forward all documents and investigation reports | |||
Follow-up appropriate personnel to gain prompt decisions | |||
Identify implications of issues for customer and organisation | |||
Analyse, explain and negotiate appropriate options for resolution with customer | |||
Propose viable options in accordance with appropriate legislative requirements and enterprise policies | |||
Ensure matters for which a solution cannot be negotiated are referred to appropriate personnel |
Forms
Assessment Cover Sheet
BSBCMM301A - Process customer complaints
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Assessment Record Sheet
BSBCMM301A - Process customer complaints
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Assessment task 1: [title] Result: Competent Not yet competent
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