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 FNSILF301A, 'Process and issue a life insurance policy'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Process and issue a life insurance policy' 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 |
1. Check proposal against validation criteria | 1.1. Proposal is thoroughly matched against the relevant validation criteria according to organisation procedures 1.2. Further requirements are determined and addressed according to organisation procedures and within authorities |
2. Obtain additional specialist information | 2.1. Appropriate sources of further information are identified to enable the efficient collection of further data 2.2. Confidentiality of the parties involved from which further information is obtained is protected 2.3. All further information to satisfy outstanding validation criteria is obtained within specified timeframes |
3. Assign validity to proposal | 3.1. Proposal is reviewed to ensure it meets validation criteria and is within authorities' responsibility 3.2. Proposals for clients with adverse experience or which fall outside validation criteria are referred to underwriter as appropriate and according to organisation procedures 3.3. Proposal is actioned according to underwriter instructions and organisation procedures 3.4. Decisions are promptly communicated to all relevant parties |
4. Update appropriate register | 4.1. Proposals and supporting documentation are collected and collated according to organisation procedures 4.2. Proposal information is accurately cross checked to verify input data 4.3. Proposal information is clearly and accurately recorded on register following organisation procedures and within legislative requirements 4.4. Policy information is sent to relevant parties within timeframes to comply with legislation and organisation communication procedures |
5. Prepare policy documentation | 5.1. All relevant information is collated to prepare policy documents without errors or omissions 5.2. Policy documents are assembled to ensure the terms and conditions reflect the accepted proposal 5.3. Documentation that meets all legislative and organisation standards and procedures is authorised 5.4. Completed policy records are filed in accordance with organisation procedures |
6. Issue and dispatch policy documentation | 6.1. Data on insurance proposals is accurately captured without omissions and within organisation timelines 6.2. Policy documentation is completed and reviewed to ensure it complies with legislative requirements 6.3. Dispatch method is selected in line with organisation procedures and documentation is dispatched promptly and in a manner that will protect the confidentiality of affected parties 6.4. Intermediaries are notified on date of dispatch to ensure quality customer relations are maintained 6.5. Policy documentation is accurately filed in accordance with organisation procedures 6.6. Cancellations of policies occurring within cooling-off period are processed in accordance with client instructions |