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.
Elements Elements describe the essential outcomes. | Performance Criteria Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold and italicised text is used, further information is detailed in the range of conditions section. |
1. Maintain customer database | 1.1 Information relating to new customers is uploaded regularly to database according to workplace procedures 1.2 Information relating to existing customers is regularly updated to maintain relevance and currency of database 1.3 Information relating to customers and their sales and service history is accessed and analysed |
2. Determine customer value-adding opportunities | 2.1 Customer needs and value-adding opportunities are regularly monitored via information accessible on the company database and through informal channels 2.2 Current automotive products and services are assessed against customer needs 2.3 Trends in customer service needs and value-adding opportunities are documented and reported to supervisor |
3. Contribute to workplace business operations | 3.1 Customer service operations are reviewed with supervisor to check alignment with current customer service requirements 3.2 Recommendations for changes to customer service operations are made following consultation with supervisor |
This section specifies work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Bold italicised wording, if used in the performance criteria, is detailed below.
There is no Range of Conditions for this unit.
Before competency can be determined, individuals must demonstrate they can perform the following according to the standards defined in this unit’s elements, performance criteria and foundation skills:
update and maintain a customer database according to workplace procedures
provide a report that shows evidence of monitoring and reviewing information relating to customer needs and value-adding opportunities
provide evidence of conducting one of the following activities to address customer service standards and requirements:
staff or team meeting
staff or team training session
staff or team information session
staff or team member feedback or review.
Individuals must be able to demonstrate knowledge of:
procedures for using workplace databases, including:
accessing database and entering data
retrieving data
analysing data, including basic statistical processes, including mean, median and mode
presenting data, including tables and graphs
customer service principles and practices relevant to automotive workplaces, including:
recording customer requirements and enquiries
contact and follow-up procedures
feedback and complaints handling, including feedback surveys
techniques for value adding to customer services, including creating positive consumer experiences through customer-centred approaches
procedures for comparing actual customer service operations against expected operations.
Assessors must satisfy NVR/AQTF assessor requirements.
Competency is to be assessed in the workplace or a simulated environment that accurately reflects performance in a real workplace setting.
Assessment must include direct observation of tasks.
Where assessment of competency includes third-party evidence, individuals must provide evidence that links them to customer relationship building activities in an automotive workplace, e.g. customer feedback surveys.
Assessors must verify performance evidence through questioning on skills and knowledge to ensure correct interpretation and application.
The following resources should be made available:
automotive workplace or simulated workplace
office equipment, computer and database software
customer database containing customer information and data
workplace procedures relating to customer service and use of database.
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