Assessor Resource

SIRWSLS001
Process product and service data

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the performance outcomes, skills and knowledge required to use business technology to maintain and process business to business sales, customer service and related product data.

This unit applies to sales and administrative staff who work under supervision and within established administration policies and procedures.

No occupational licensing, certification or specific legislative requirements apply to this unit at the time of publication.

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



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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Follow data processing procedures.

1.1.Source and report product and service data using features of business technology and systems.

1.2.Store, retrieve and relay data according to business technology and information management systems.

1.3.Process product and service data according to organisational policies and procedures for confidentiality, security and systems access.

2. Monitor customer sales.

2.1.Monitor product mix for each customer and identify potential add-on sales.

2.2.Access and interpret customer sales figures and identify success of current sales and supply targets.

2.3.Obtain and enter information affecting future forecasts into database in an accurate and timely manner.

2.4.Use organisational technologies to gather data from the field to expedite sales and provide real time feedback to customers.

3. Maintain product database.

3.1.Maintain accurate and current details of products and services in product database.

3.2.Collect and correctly process latest data.

3.3.Follow security procedures for access to database.

3.4.Build and maintain data records.

3.5.Identify and resolve data discrepancies and refer complex issues to relevant personnel.

3.6.Collect product or service information for reporting purposes, using appropriate technology.

3.7.Generate accurate and complete reports in line with business requirements.

4. Determine customer needs from data.

4.1.Establish volume of products purchased by individual customers and use data to anticipate future requirements and preferences.

4.2.Provide timely and accurate reports to customers that can enhance decision-making on provision of products and services.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

use business technology and systems according to organisational policies and procedures to:

establish and report on the sales activity and potential future needs of three different business customers

accurately update three different types of information in the business system or product database

generate three different types of reports from the business system.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

organisational policies and procedures for:

data processing – input and retrieval

data security, storage and privacy

databased maintenance

sales monitoring

system reporting

evaluation of product and service performance

reporting mechanisms

supply and distribution of products or services

use and maintenance of customer and sales data

work health and safety (WHS) requirements for use of office equipment

different types of product and service data

different types of customers, and product and services offered

factors determining customer preferences

purpose, range and use of sales system reports.

Skills must be demonstrated in a wholesale environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

a computerised business sales system and associated documentation, product information and customer records

organisational policies and procedures for sales system administration.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.


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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Follow data processing procedures.

1.1.Source and report product and service data using features of business technology and systems.

1.2.Store, retrieve and relay data according to business technology and information management systems.

1.3.Process product and service data according to organisational policies and procedures for confidentiality, security and systems access.

2. Monitor customer sales.

2.1.Monitor product mix for each customer and identify potential add-on sales.

2.2.Access and interpret customer sales figures and identify success of current sales and supply targets.

2.3.Obtain and enter information affecting future forecasts into database in an accurate and timely manner.

2.4.Use organisational technologies to gather data from the field to expedite sales and provide real time feedback to customers.

3. Maintain product database.

3.1.Maintain accurate and current details of products and services in product database.

3.2.Collect and correctly process latest data.

3.3.Follow security procedures for access to database.

3.4.Build and maintain data records.

3.5.Identify and resolve data discrepancies and refer complex issues to relevant personnel.

3.6.Collect product or service information for reporting purposes, using appropriate technology.

3.7.Generate accurate and complete reports in line with business requirements.

4. Determine customer needs from data.

4.1.Establish volume of products purchased by individual customers and use data to anticipate future requirements and preferences.

4.2.Provide timely and accurate reports to customers that can enhance decision-making on provision of products and services.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

use business technology and systems according to organisational policies and procedures to:

establish and report on the sales activity and potential future needs of three different business customers

accurately update three different types of information in the business system or product database

generate three different types of reports from the business system.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

organisational policies and procedures for:

data processing – input and retrieval

data security, storage and privacy

databased maintenance

sales monitoring

system reporting

evaluation of product and service performance

reporting mechanisms

supply and distribution of products or services

use and maintenance of customer and sales data

work health and safety (WHS) requirements for use of office equipment

different types of product and service data

different types of customers, and product and services offered

factors determining customer preferences

purpose, range and use of sales system reports.

Skills must be demonstrated in a wholesale environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

a computerised business sales system and associated documentation, product information and customer records

organisational policies and procedures for sales system administration.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

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
Source and report product and service data using features of business technology and systems. 
Store, retrieve and relay data according to business technology and information management systems. 
Process product and service data according to organisational policies and procedures for confidentiality, security and systems access. 
Monitor product mix for each customer and identify potential add-on sales. 
Access and interpret customer sales figures and identify success of current sales and supply targets. 
Obtain and enter information affecting future forecasts into database in an accurate and timely manner. 
Use organisational technologies to gather data from the field to expedite sales and provide real time feedback to customers. 
Maintain accurate and current details of products and services in product database. 
Collect and correctly process latest data. 
Follow security procedures for access to database. 
Build and maintain data records. 
Identify and resolve data discrepancies and refer complex issues to relevant personnel. 
Collect product or service information for reporting purposes, using appropriate technology. 
Generate accurate and complete reports in line with business requirements. 
Establish volume of products purchased by individual customers and use data to anticipate future requirements and preferences. 
Provide timely and accurate reports to customers that can enhance decision-making on provision of products and services. 

Forms

Assessment Cover Sheet

SIRWSLS001 - Process product and service data
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

SIRWSLS001 - Process product and service data

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: