Required skills

welldeveloped communication skills to

determine and confirm information using questioning and active listening as required

liaise with others share information listen and understand

use language and concepts appropriate to cultural differences

numeracy and IT skills to

use computer applications word processing spreadsheet database specific purpose computer systems to assist in achieving required outcomes

efficiently operate organisation information management systems

access and update records electronically

use internet information

highlydeveloped literacy skills to read and interpret documentation from a variety of sources and record and consolidate relevant related information

research and analysis skills for accessing and interpreting relevant information

effective interpersonal skills

organisation skills including the ability to plan and sequence work

research and analysis skills

Required knowledge

industry and organisation systems and processes for policy registration

legislation organisation and industry codes of practice relating to confidentiality and privacy

sources of information on organisation and business activities

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 ability to

interpret and comply with industry and organisation obligations and objectives including relevant legislative requirements

deal with questions relating to procedures of the business and policy registration issues that arise for clients

effectively research business and industry data and information

maintain accurate data on organisation information systems

Context of and specific resources for assessment

Assessment must ensure

competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment

access to and the use of a range of common office equipment technology software and consumables

access to organisation records

access to organisation policies and procedures

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge The following examples in combination are appropriate for this unit

evaluating an integrated activity which combines the elements of competency for the unit or a cluster of related units of competency

observing processes and procedures in workplaces

verbal or written questioning on underpinning knowledge and skills

evaluating samples of work

accessing and validating third party reports

Guidance information for assessment

Organisation operating procedures may include:

Customer information may include:

Appropriate action may include:

Sources of further information may include:

Industry classification may include: