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:
use questioning and active listening to gather and check information
liaise and share information with others
communicate appropriately with people from diverse backgrounds
numeracy skills to:
interpret numeric data and relevant statistics and from this perform calculations related to achieving required outcomes
IT skills to:
use computer applications (word processing, spreadsheet, database, specific purpose computer systems)
access and update records electronically
reading skills to:
read and understand relevant procedures
read and interpret applications and supporting documentation
writing skills to:
accurately record information
prepare reports
organisational skills to efficiently plan and sequence work
problem solving skills to address inaccuracies and omissions in data
analytical skills to effectively analyse information and data.
Required knowledge
principles of costing
organisational operating procedures
common routines for recording and storing data
principles of internal control (including statutory reporting)
methods of data protection including back ups and security
principles and practices of budgetary control (e.g. double entry bookkeeping and accrual accounting)
financial legislation (e.g. taxable transactions, reporting requirements)
ethical considerations for the handling of financial reconstruction (e.g. conflict of interests, confidentiality, disclosure requirements).
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.
Data may include: | inventory, materials and finished product records consumables records records of purchases and associated costs labour utilisation records materials used payroll records manufacturing and general overhead costs service charge out rates |
Costs assignments may include: | direct and indirect costs labour, materials and overheads manufacturing costs service costs |
Budgets may include: | materials usage labour usage manufacturing overhead costing budgets |
Reports may include: | variance analysis reports job and service profitability reports performance reports |
Report formats may include: | job cost records service cost analysis |
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