Respond to customer enquiries

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver FNSCUS301, 'Respond to customer enquiries'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Respond to customer enquiries' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Obtain details of customer and nature of enquiry

1.1 Clarify nature of enquiry and obtain all details

1.2 Identify and confirm whether enquiry is within scope of responsibility or authority area

1.3 Decide whether enquiry can be satisfied immediately or further investigation is needed, and inform customer

1.4 Provide a response in accordance with organisational procedures if enquiry can be answered directly

1.5 Provide explanation to customer if further investigation required and agree on timeframe for follow up

1.6 Obtain customer details

2. Research information relevant to enquiry

2.1 Identify sources of information so that appropriate response can be provided within authority levels

2.2 Obtain, organise and analyse information to provide an accurate and satisfactory response

3. Determine suitable response to enquiry

3.1 Prepare response in line with organisational procedures, guidelines and authorities, and within accepted timeframe

3.2 Provide a comprehensive, clear response, delivered in most appropriate form and within agreed timeframe

4. Communicate information to customer

4.1 Provide written or oral responses in clear, simple and easy to understand language

4.2 Treat customers courteously and encourage an ongoing relationship

4.3 Consider and take into account customers’ special needs

4.4 Attend promptly to any further queries from customers

4.5 Undertake checks and/or follow up to ensure that response satisfies customer needs

5. Update relevant records

5.1 Collect information on nature and frequency of enquiries for evaluation

5.2 Record details of enquiry as required by organisational procedures


Qualifications and Skillsets

FNSCUS301 appears in the following qualifications:

  • FNS41512 - Certificate IV in Life Insurance
  • FNS41515 - Certificate IV in Life Insurance