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.
ELEMENT | PERFORMANCE CRITERIA |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Analyse report requirements | 1.1 Identify organisation and task requirements prior to document design and research 1.2 Identify key aspects of relevant statutory and regulatory requirements relating to reporting 1.3 Identify and access relevant resources and research requirements |
2. Design report | 2.1 Design report structure and layout to suit purpose, audience and information requirements of task 2.2 Design report to enhance readability and appearance that meets organisational and task requirements for style and layout 2.3 Use complex software functions to enable efficient manipulation of information and other material, and ensure consistency of design and layout |
3. Research report content | 3.1 Conduct research to gain information for report content, including development of financial and statistical details as required 3.2 Develop report content in accordance with organisational and compliance requirements 3.3 Gather evidence to support recommendations, confirm with relevant personnel and include conclusions in report |
4. Produce report | 4.1 Write report using appropriate language and information to meet report objectives 4.2 Ensure report is coherent and logical, and base any recommendations or suggestions on documented analysis or research undertaken 4.3 Ensure software operations used in development of documents achieve required results 4.4 Use production techniques that take ergonomic practices, environmental sustainability and energy efficiency into consideration 4.5 Edit documents and print in accordance with organisational and task requirements 4.6 Name and store documents in accordance with organisational requirements and exit application without information loss or damage 4.7 Prepare documents within designated timelines and organisational requirements for speed and accuracy |
Evidence of the ability to:
analyse report requirements and design a report
research report content requirements to produce a clear and accurate report
use advanced functions of word processing and/or desktop publishing software applicable to superannuation reports
apply ergonomic and sustainability principles in the workplace.
Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.
To complete the unit requirements safely and effectively, the individual must:
describe the key aspects of legislation relevant to documentation within the superannuation industry
outline the impact of formatting and design on the presentation and readability of documents
describe the key features of organisational policy and procedures for written communications.
Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the superannuation field of work and include access to:
common office equipment, technology, software and consumables
organisational financial records
organisational policy and procedures.
Assessors must satisfy NVR/AQTF assessor requirements.