- CULLB206C - Assist with circulation services
Assessor Resource
CULLB206C
Assist with circulation services
Assessment tool
Version 1.0
Issue Date: April 2024
This unit applies to people working in a frontline information services role such as a public or corporate library. Work is carried out under supervision within established policies and procedures.
This unit describes the performance outcomes, skills and knowledge required to process loan transactions and assist customers with circulation/lending enquiries.
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)
Prerequisites
Nil
Employability Skills
The required outcomes described in this unit of competency contain applicable facets of Employability Skills. The Employability Skills Summary for the qualification in which this unit of competency is packaged, will assist in identifying Employability Skills requirements.
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. | |
Critical aspects for assessment and evidence required to demonstrate competency in this unit | Evidence of the following is essential: knowledge of loan processing and other circulation services procedures ability to process loans within required time constraints and in accordance with procedures courteous customer communication. |
Context of and specific resources for assessment | Assessment must ensure: use of current industry systems and equipment for loan processing interaction with others to reflect the customer service skills in this unit access to relevant policies and procedures manuals and loan processing systems. |
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 direct observation of the candidate processing loan transactions and answering customer enquiries oral or written questioning to assess knowledge of circulation procedures. |
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example: CUECOR03B Provide quality service to customers. | |
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.
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Required skills |
communication skills to provide effective customer service literacy skills to use loan processing and other circulation systems basic numeracy skills to handle cash transactions. |
Required knowledge |
features of circulation systems and technology in different industry contexts relevant policies, rules and regulations in relation to lending, interlibrary loans, handling money and security, and customer relations principles underpinning the operation of manual and automated circulation systems, including self-charging systems. |
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. | |
Circulation/lending systems may be: | automated manual |
Customer inquiries may be: | face-to-face by phone by email by fax |
Lending policies and procedures may relate to: | loan periods and their provisions overdue items damaged or missing items customer access effects on customer access of particular behaviour financial matters |
Checking and processing of material may relate to: | checking for damage, missing pages/pieces or need for repair processing dispatch collection for reservations removal from access |
Financial transactions will relate to lending activities such as: | fines reservation charges |
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 |
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Forms
Assessment Cover Sheet
CULLB206C - Assist with circulation services
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
CULLB206C - Assist with circulation services
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: