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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Establish schedule requirements
   • Identify organisational requirements and protocols for staff planning tools
   • Identify organisational procedures for different types of appointments
   • Establish schedule management requirements of relevant personnel
   • Identify task items for individuals according to requirements
   • Develop appointment schedule and priorities and clarify in discussion with individual personnel
   • Schedule recurring appointments and deadlines according to individual and organisational requirements
   • Schedule new appointments according to timelines and diary commitments
   • Negotiate alternative arrangements to established appointments and confirm changes
   • Record appointments and manage schedules according to organisational policy and procedures
2. Evaluate effectiveness of schedule
   • Seek feedback on schedule from organisational personnel
   • Assess effectiveness of schedule in meeting task requirements
   • Identify areas for improvement in appointment scheduling system

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage appointments and diaries for at least three personnel within an organisation

schedule at least five appointments according to requirements, availability of attendees, timelines and diary commitments.

In the course of the above, the candidate must:

record appointments according to organisational policy and procedures

assess the functionality of scheduling systems

develop and implement solutions to improve future scheduling engagements.

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Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational requirements for managing appointments for personnel in the organisation

range of appointment scheduling systems and their features that could be used when organising schedules.

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