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.
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions. |
1. | Collate information required for processing client documentation. | 1.1. | Client contact details are confirmed. |
1.2. | Details of products and services supplied to client are confirmed and prices quoted are verified. |
1.3. | Time spent in providing service to client is recorded. |
| 1.4. | Guarantees or warranty arrangements for products and services are confirmed. |
| 1.5. | Payment status is checked. |
| 1.6. | Discrepancies in costs quoted to client and actual cost of products and services are checked and required follow-up is undertaken to collect shortfall. |
2. | Process documentation. | 2.1. | Documentation containing complete details of product or service provided is prepared. |
2.2. | Cost of providing product or service is calculated and price is recorded in client documentation, if required. |
2.3. | Documentation is checked for accuracy and amended as necessary prior to providing to client. |
| | 2.4. | Documentation is provided and explained to client, including advice on follow-up service if required. |
| | 2.5. | Privacy and confidentiality of client information and documentation are observed. |
3. | Finalise documentation process. | 3.1. | Client queries or complaints are dealt with. |
3.2. | Payments are collected from client and receipt is issued, as required. |
A person demonstrating competency in this unit must satisfy the requirements of the elements, performance criteria, foundation skills and range of conditions of this unit.
The person must also complete two different types of client documentation relating to swimming pool or spa servicing for two different clients.
For each of the above different types of client documentation, the person must:
collate information required for completing the client documentation
calculate the costs of providing products and/or services in order to complete the documentation
process documentation according to enterprise requirements
check documentation for accuracy
use electronic means of completing, transmitting and filing client documentation to reduce waste
present and explain documentation to client
respond to client queries or complaints with regard to documentation
file client documentation.
A person demonstrating competency in this unit must demonstrate knowledge of:
commonwealth, state or territory legislation, and local government regulations, Australian standards, and codes of practice impacting on client documentation relating to:
confidentiality
consumer protection
privacy
work health and safety (WHS)
client documentation:
variety of client documentation and standard forms used in the swimming pool and spa servicing industry
consequences of providing incomplete or inaccurate client documentation
details required for completing client documentation
importance of accuracy in completing client documentation
procedures for explaining documentation to client
customer service principles
procedures for processing different methods of payment
operation and maintenance of equipment required for electronic processing of client documentation:
calculator
EFTPOS / credit card machine
electronic tablet
laptop computer
scanner.
The following must be present and available to learners during assessment activities:
equipment:
business technology required for preparing and processing client documentation
materials:
standard format or template for client documentation specified in the range of conditions
specification for product or service provided to client
fee schedule for swimming pool and spa products and services.
Assessment activities are performed on an individual basis under general supervision.
Assessor requirements
As a minimum, assessors must satisfy the assessor requirements in the Standards for Registered Training Organisations (RTOs) current at the time of assessment.