Assessor Resource

SIRXPRO008A
Access product and service performance data

Assessment tool

Version 1.0
Issue Date: March 2024


This unit involves the use of business technology and systems to check the trade history of a range of business products and services, compare and confirm product or service performance, and prepare information for reports on product or service performance according to business policy and procedures.

This unit describes the performance outcomes, skills and knowledge required to identify and apply strategies to effectively monitor and compare the performance of wholesale products and services against targets set out in sales, marketing or business plans.

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 contain applicable facets of employability skills. The Employability Skills Summary of the qualification in which this unit 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, the range statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

performs accurate product and service performance evaluations across a range of scenarios over time and reports on findings according to business policy and procedures

utilises business technology and systems to perform accurate data processing and access correct, up-to-date information according to data and systems security requirements

completes routine trade history checks for a range of customers, across a range of services and products to confirm product or service performance.

Context of and specific resources for assessment

Required resources include:

a sales-oriented work environment

relevant sources of product and service information

relevant documentation, such as:

policy and procedures manuals

sales reports

marketing guidelines

a range of products and services

relevant business technology and systems

a market.

Methods 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

third-party reports from a supervisor

review of portfolio of evidence

written or verbal questioning to assess knowledge and understanding.

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

Assessing employability skills

Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.

Employability skills embedded in this unit should be assessed holistically in the context of the job role and with other relevant units that make up the skill set or qualification.


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.

This section describes the essential skills and knowledge and their level, required for this unit.

The following skills must be assessed as part of this unit:

verbal and non-verbal interpersonal communication

literacy and numeracy skills in regard to:

reading and understanding a range of workplace documentation

accessing and interpreting product and service performance information

preparing information for reports

justifying pricing alterations

matching stock availability and demand

time management

collecting and organising information

analysing and evaluating information

using business technology and systems to:

access data on past, current and forecasted figures

review distribution accounts and prices

access data on performance comparisons or sales trends.

The following knowledge must be assessed as part of this unit:

factors that influence sales

types of data

data processing requirements

storage and security of data and hardware or records systems

electronic and manual systems used by the industry

completing routine comparative checks

checking and reporting performance

product and service types.

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 in the performance criteria is detailed below.

Data may be:

public

secure

electronic

hard copy

verbal

internal or external

annual reports

statistical reports.

Business technology and systems may include:

portable data entry

personal computers or terminals (stand-alone or networked)

printers

scanners

numerical keyboard equipment, including calculators

software, including:

word processing

databases

spreadsheets

financial

inventory

electronic data interchange (EDI)

point-of-sale terminals

information management systems

sales and distribution systems.

Information on product or service performance may include:

purchase requests and orders

tender submissions and proposals

invoices and payment requests

statements and petty cash vouchers

offer and contract documents

evaluation documentation

records of supplier performance

financial statements

records of conversation.

Competitor activity information may be collected by:

database or internet searches

modelling

telephone

facsimile

mail

face-to-face meetings.

Business policy and procedures may relate to:

supply and distribution of products and services

operating and maintaining business technology

reporting mechanisms

approval processes

use and maintenance of customer and sales data

data security and privacy

evaluation of product and service performance.

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
Access trade and supply data on specific products and services using business technology and systems. 
Access data on past, current and forecasted trend figures using business technology and systems. 
Review distribution accounts and prices. 
Interrogate existing business systems to compare product or service performance. 
Check trends in sales activities. 
Check information on factors that influence sales results. 
Determine alterations to wholesale stock, pricing and competitors' prices. 
Complete range checks for relevant product or services across brands, categories, and merchandise classifications. 
Determine availability of stock on hand to meet demand. 
Complete checks of competitor activity within product or service range. 
Examine impact of alterations in stock pricing and performance against current supply and distribution patterns. 
Prepare information for reports on product or service performance using business technology and systems. 
Confirm product or service performance according to business policy and procedures. 

Forms

Assessment Cover Sheet

SIRXPRO008A - Access product and service performance 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

SIRXPRO008A - Access product and service performance 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: