Assessor Resource

SIRXCCS202
Interact with customers

Assessment tool

Version 1.0
Issue Date: April 2024


This unit applies to frontline service personnel.

This unit describes the performance outcomes, skills and knowledge required to deliver service to customers. It involves being able to communicate effectively with customers, respond to their complaints, receive and process sales orders, and identify special customer requirements.

The unit covers the consistent application of store policies and industry codes of practice to provide a quality service environment by treating customers and team members in a courteous and professional manner through all stages of the service and sales procedure, and to identify and resolve customer complaints.

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

This unit contains employability skills.



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:

accesses, records and processes sales orders accurately and responsibly, according to store policy and procedures

identifies the nature of customer complaints, resolves complaints and provides service to customers according to store policies

collaboratively works within a team to meet customers’ needs

applies store policy and procedures and industry codes of practice in regard to customer service

provides a quality service environment by treating customers and team members in a courteous and professional manner through all stages of the service and sales procedure

uses effective questioning, active listening and observation skills to identify special customer requirements.

Context of and specific resources for assessment

Assessment must ensure access to:

a real or simulated retail work environment

relevant documentation, such as:

sales order forms

complaint and return forms

stock, inventory and price lists

store policy and procedures manuals

a range of customers with different requirements

point-of-sale equipment and materials

a communication system or a range of communication equipment.

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:

observation of performance in the workplace

role play

customer feedback

answers to questions about specific skills and knowledge

review of portfolios of evidence and third-party workplace reports of on-the-job performance.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

SIRXCCS201 Apply point-of-sale handling procedures

SIRXFIN201 Balance and secure point-of-sale terminal

SIRXINV001A Perform stock control procedures

SIRXRSK201 Minimise loss.

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.

Required skills

communication and interpersonal skills to:

build rapport and understanding

clarify and feed back information

deal with difficult customers

listen to customers’ needs

negotiate with and persuade customers to buy

promote products and services

respond to complaints effectively and politely

literacy and numeracy skills to:

calculate costs and discounts

document sales, stock and delivery information

follow procedures for recording customer orders that are placed in person, by telephone or by electronic means

handle legal tender

take messages in person or by telephone

write records of complaints

weigh and measure goods

observation and analysis skills to anticipate customer behaviour

self-management skills to follow set routines and procedures

Required knowledge

add-on selling concepts

conflict-resolution strategies

functions and procedures for operating the store telephone system and other communication equipment, and the relevant numbers

greeting and farewelling techniques

location of store departments

merchandise and service range of store departments

non-verbal cues indicating customer behaviour

questioning and active listening techniques

relevant legislation and statutory requirements, including work health and safety (WHS)

store policy and procedures in regard to:

customer service

dealing with customer complaints

allocated duties and responsibilities

customer returns and refunds

lay-by, gift voucher and rain-check procedures

strategies for handling difficult or abusive customers

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 individual, accessibility of the item, and local industry and regional contexts) may also be included.

Communication techniques may include:

face-to-face or telephone contact with customers

nonverbal communication

speaking clearly and concisely

using appropriate language

using open and inclusive language.

Customers may include:

customers with routine or special requests

internal and external contacts

new or repeat contacts

people from a range of social, cultural and ethnic backgrounds

people with varying physical and mental abilities.

Store policy may relate to:

cash handling

customer service

dealing with customer complaints

processing sales orders.

Customer needs may include:

information regarding store facilities and services

location of specific items within the store

product information

returns or refunds.

Legislative requirements may include:

liquor licensing regulations

lottery legislation

sale of second-hand goods

sale of X and R-rated products

tobacco laws

Trade Practices Act

trading hours

transport, storage and handling of goods.

Service may include:

all store activities

internal and external customers

follow-up in event of delays in service provision.

Complaints may relate to:

prices

products

service.

Follow-up action may require:

communication with:

customers

staff

supervisors and management

suppliers

recommendations to supervisor regarding policy and procedure development or alteration.

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
 
 
Record customer details and information where necessary. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Forms

Assessment Cover Sheet

SIRXCCS202 - Interact with customers
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

SIRXCCS202 - Interact with customers

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: