Assessor Resource

BSBINM202A
Handle mail

Assessment tool

Version 1.0
Issue Date: April 2024


This unit applies to individuals who perform a range of routine tasks in the workplace, using a limited range of practical skills and fundamental knowledge of mail handling in a defined context, under direct supervision or with limited individual responsibility.

This unit describes the performance outcomes, skills and knowledge required to receive and distribute incoming mail, and to collect and despatch outgoing mail.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Employability Skills

This unit contains employability skills.




Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

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 following is essential:

working with a variety of incoming and outgoing mail

applying carriers' and organisational requirements (e.g. postal and courier)

knowledge of relevant legislation.

Context of and specific resources for assessment

Assessment must ensure:

access to an actual workplace or simulated environment

access to office equipment and resources

examples of correspondence and parcels for sorting and despatch.

Method of assessment

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

direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate

review of incoming and outgoing mail registers

analysis of responses to case studies and scenarios

demonstration of techniques

oral or written questioning to assess knowledge of procedural requirements for receiving/despatching and prioritising correspondence.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

general administration units

other information management units.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

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.

Required skills

communication skills to receive instructions of several steps to complete task, to give information to others, and to consult with or question supervisor and peers to clarify information

literacy skills to keep records, to check accuracy of written material and to follow policies and procedures

numeracy skills to check weights and addresses; and to sort, collate and estimate time for mail despatches and bulk mail outs

problem-solving skills to choose appropriate method for urgent delivery

technology skills to use electronic mail.

Required knowledge

Australian geography and postal codes

key provisions of relevant legislation from all forms of government that may affect aspects of business operations, such as:

anti-discrimination legislation

ethical principles

codes of practice

privacy laws

occupational health and safety (OHS)

organisational policies and procedures specific to handling electronic mailprocedural requirements for receiving/despatching and prioritising correspondence

range of mail services available.

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Incoming mail may include:

confidential/personal

electronic (e.g. faxes, emails to central address)

external

internal

journals/magazines

letters

paper-based

urgent

other forms of correspondence

Checking mail may include:

enclosures

mail marked confidential, urgent or personal

mail sent express post or registered

mail that has been damaged

mail that looks suspicious

Registering mail may include:

assigning file number

addressee

condition of mail item (e.g. damaged, no return address)

contents e.g. cheque

date received

sender

subject

Distributing urgent and confidential mail may include:

immediate, hand delivery, express post, registered

separating and prioritising urgent mail

Sorting mail may include:

adding a circulation slip

separating by order of importance for each individual

separating internal (organisational) mail and external mail

separating junk mail

separating urgent mail to be distributed first

sorting by departments

sorting by location

sorting by seniority of personnel

sorting invoices, cheques and accounts

Nominated person/location may include:

administrative support person

department

individual addressee

Damaged, suspicious or missing items may include:

mail exposed to weather (e.g. water damage from rain)

mail roughly handled (e.g. broken contents, torn address labels)

mail that looks like it has been interfered with (re-sealed mail)

mail that looks unusual

mail that makes noises

mail that smells strange

pilfered mail (contents may be missing, parcels slit open)

Appropriate action in relation to damaged, missing or suspicious items may include:

immediately calling supervisor or security staff

contacting sender to ensure everything sent was received

filling out forms for sender's insurance company

negotiating replacement of missing or damaged items with sender

not touching or moving suspicious mail

Correctly preparing items for despatch may include:

checking enclosures

checking letter and envelope are addressed to same person

checking the address is not obscured

checking letter has been signed

checking return address is included

checking address details and layout are correct

determining most appropriate carrier

ensuring correct requirements for chosen carrier are being followed

preparing bulk mail outs

Recording outgoing mail may include:

electronic (specialist software, database, spreadsheet systems)

paper-based (mail book, form, file)

Processing mail for despatch may include:

calculating and paying for postage

DX mail

registering mail

Processing in accordance with organisational requirements may include:

addressee/organisation

appropriate carrier (courier, normal mail, express post)

date of despatch

receipts attached where appropriate

reference number

sender

sender's department

Delivery options may include:

courier

express mail

overnight bag

Best option may include:

cost

delivery location

nature of contents (bulky, fragile, confidential)

quantity of delivery items

time constraints

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

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Ensure that incoming mail is checked and registered in accordance with organisational policies and procedures 
Identify titles and locations of company personnel and departments 
Identify and distribute urgent and confidential mail in accordance with organisational requirements 
Sort and despatch mail to nominated person/location in accordance with organisational requirements 
Record and/or report damaged, suspicious or missing items and take appropriate action in accordance with organisational policies and procedures 
Collect, check and sort outgoing mail to ensure all items are correctly prepared for despatch in accordance with organisational policies and procedures 
Record and process outgoing mail for despatch in accordance with organisational requirements 
Despatch mail to meet designated time lines 
Evaluate delivery options and select best option 
Prepare items for urgent delivery in accordance with organisational requirements and carrier specifications 
Organise lodgement or pick up of emergency deliveries and follow-up if necessary 

Forms

Assessment Cover Sheet

BSBINM202A - Handle mail
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

BSBINM202A - Handle mail

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: