Assessor Resource

SITTTSL007
Process reservations

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the performance outcomes, skills and knowledge required to receive and process reservations for a tourism, travel, hospitality or events product or service offered for sale to agents or direct to the customer. It requires the ability to determine the availability of the product or service, offer alternatives, accurately record the reservation details and administer the reservation through to finalisation. This unit covers the required skills to manage reservations and not the related sales and computer skills that are found in other units.

The product can include any international or domestic product sold by any tourism, travel, hospitality, or event organisation. It applies to those operators who act as principal (the supplier) and who receive and process reservations for the supply of their product or service. This includes airlines, vehicle rental companies, hotels, motels, bed and breakfasts or other accommodation providers, tour operators of any type, outbound tour wholesalers, and attractions and theme parks.

The unit applies to those personnel who operate with some level of independence and under limited supervision. This includes reservations sales agents, reservations consultants, call centre consultants, booking officers, and business owner-operators.

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. Receive reservation request.

1.1.Determine availability of requested reservation and advise customer.

1.2.Offer alternatives for unavailable reservations, including waitlist options.

1.3.Answer enquiries regarding costs and other product features.

2. Record details of reservation.

2.1.Record customer details against reservation to allow correct interpretation by other operational personnel.

2.2.Enhance customer service and operational efficiency by using available customer profile or history.

2.3.Record any special requests.

2.4.Confirm all details with customer, and then confirm their understanding and agreement.

2.5.File reservation according to system and procedural requirements and provide customer with reference code.

2.6.Prepare and issue documents tailored to customer reservation.

3. Update reservations.

3.1.Retrieve reservation data.

3.2.Update financial status of reservation.

3.3.Accept, process and record any customer requests for amendments or cancellations.

3.4.Provide details of amendment or cancellation conditions and charges and confirm customer understanding and agreement.

4. Advise others of reservation details.

4.1.Communicate general and specific customer requirements and reservation details to appropriate departments and colleagues.

4.2.Compile and provide reservation statistics.

4.3.Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.

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

receive and process at least five different reservations, recording the following details:

names and numbers of customers

arrival and departure details, times and locations

payment arrangements

details of particular operational or service requirements specified

information for a style of customer, such as special interest groups or those with VIP status

loyalty programs

special needs

special requests, such as bedding, dietary requirements, and request for special services

issue the following documents tailored to each of the above customer reservations as applicable:

confirmation letter

credit note

information pack

invoice

receipt

service voucher

update financial status of above reservations, including as applicable:

checking and recording that the reservation has been:

deposited

fully paid

checking correct method of payment

generating and issuing invoices and credit notes for changed reservations

inputting method of payment

receiving, processing and recording payments

complete activities within commercial time constraints and deadlines determined by the customer or the organisation.

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

different sources of reservations, and the industry and organisational relationships that exist

different methods customers use to make reservations:

email

face to face

online

telephone

specific industry sector:

different types of reservations and operations systems used

customer information required to record details

information contained within customer profiles

information required by other departments to deliver products and services

reservation statistics and their uses

specific organisation:

features of products sold and specific costs

protocols and procedures relating to documentation to be provided to customers in relation to above reservations

formats and inclusions used in reservations documents, confirmation letters and invoices, and styles that cater for those with special needs.

Skills must be demonstrated in a tourism, travel, hospitality or events business operation or activity that receives and processes reservations. This can be:

an industry workplace

a simulated industry environment set up for the purposes of assessment.

Assessment must ensure access to:

a reservations system currently used by tourism, travel, hospitality or event industry operators to control the reservations function for the supply of their product or service

internet and email

printers

storage for computer data

telephone

generic computer software and applications:

computer operating system

databases

spreadsheets

word processing

current commercial reservations documentation, confirmation letters, invoices and credit notes

customers with whom the individual can interact; these can be:

customers in an industry workplace who are assisted by the individual during the assessment process; or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors; and:

have worked in industry for at least three years where they have applied the skills and knowledge of this unit of competency.


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. Receive reservation request.

1.1.Determine availability of requested reservation and advise customer.

1.2.Offer alternatives for unavailable reservations, including waitlist options.

1.3.Answer enquiries regarding costs and other product features.

2. Record details of reservation.

2.1.Record customer details against reservation to allow correct interpretation by other operational personnel.

2.2.Enhance customer service and operational efficiency by using available customer profile or history.

2.3.Record any special requests.

2.4.Confirm all details with customer, and then confirm their understanding and agreement.

2.5.File reservation according to system and procedural requirements and provide customer with reference code.

2.6.Prepare and issue documents tailored to customer reservation.

3. Update reservations.

3.1.Retrieve reservation data.

3.2.Update financial status of reservation.

3.3.Accept, process and record any customer requests for amendments or cancellations.

3.4.Provide details of amendment or cancellation conditions and charges and confirm customer understanding and agreement.

4. Advise others of reservation details.

4.1.Communicate general and specific customer requirements and reservation details to appropriate departments and colleagues.

4.2.Compile and provide reservation statistics.

4.3.Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.

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

receive and process at least five different reservations, recording the following details:

names and numbers of customers

arrival and departure details, times and locations

payment arrangements

details of particular operational or service requirements specified

information for a style of customer, such as special interest groups or those with VIP status

loyalty programs

special needs

special requests, such as bedding, dietary requirements, and request for special services

issue the following documents tailored to each of the above customer reservations as applicable:

confirmation letter

credit note

information pack

invoice

receipt

service voucher

update financial status of above reservations, including as applicable:

checking and recording that the reservation has been:

deposited

fully paid

checking correct method of payment

generating and issuing invoices and credit notes for changed reservations

inputting method of payment

receiving, processing and recording payments

complete activities within commercial time constraints and deadlines determined by the customer or the organisation.

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

different sources of reservations, and the industry and organisational relationships that exist

different methods customers use to make reservations:

email

face to face

online

telephone

specific industry sector:

different types of reservations and operations systems used

customer information required to record details

information contained within customer profiles

information required by other departments to deliver products and services

reservation statistics and their uses

specific organisation:

features of products sold and specific costs

protocols and procedures relating to documentation to be provided to customers in relation to above reservations

formats and inclusions used in reservations documents, confirmation letters and invoices, and styles that cater for those with special needs.

Skills must be demonstrated in a tourism, travel, hospitality or events business operation or activity that receives and processes reservations. This can be:

an industry workplace

a simulated industry environment set up for the purposes of assessment.

Assessment must ensure access to:

a reservations system currently used by tourism, travel, hospitality or event industry operators to control the reservations function for the supply of their product or service

internet and email

printers

storage for computer data

telephone

generic computer software and applications:

computer operating system

databases

spreadsheets

word processing

current commercial reservations documentation, confirmation letters, invoices and credit notes

customers with whom the individual can interact; these can be:

customers in an industry workplace who are assisted by the individual during the assessment process; or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors; and:

have worked in industry for at least three years where they have applied the skills and knowledge of this unit of competency.

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
Determine availability of requested reservation and advise customer. 
Offer alternatives for unavailable reservations, including waitlist options. 
Answer enquiries regarding costs and other product features. 
Record customer details against reservation to allow correct interpretation by other operational personnel. 
Enhance customer service and operational efficiency by using available customer profile or history. 
Record any special requests. 
Confirm all details with customer, and then confirm their understanding and agreement. 
File reservation according to system and procedural requirements and provide customer with reference code. 
Prepare and issue documents tailored to customer reservation. 
Retrieve reservation data. 
Update financial status of reservation. 
Accept, process and record any customer requests for amendments or cancellations. 
Provide details of amendment or cancellation conditions and charges and confirm customer understanding and agreement. 
Communicate general and specific customer requirements and reservation details to appropriate departments and colleagues. 
Compile and provide reservation statistics. 
Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste. 

Forms

Assessment Cover Sheet

SITTTSL007 - Process reservations
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

SITTTSL007 - Process reservations

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: