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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

  1. Establish contact with customers
  2. Identify customer needs
  3. Deliver service to customers
  4. Process customer feedback

Required Skills

Required skills

communication skills to convey meaning clearly concisely and coherently

culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities

literacy skills to communicate with customers and to develop required product knowledge

numeracy skills to interpret customer requirements and to meet customer needs

problemsolving skills to deal with customer enquiries or complaints

Required knowledge

key provisions of relevant legislation from all forms of government that may affect aspects of business operations such as

antidiscrimination legislation

ethical principles

codes of practice

privacy laws

occupational health and safety OHS

organisational policies and procedures relating to customer service and the customer service process

Evidence Required

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

Overview of assessment

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

Evidence of the following is essential

demonstrating all stages of customer service interactions

responding to customer feedback

demonstrating a range of interpersonal skills

knowledge of relevant legislation

Context of and specific resources for assessment

Assessment must ensure

access to an actual workplace or simulated environment

access to office equipment and resources

examples of customer complaints and policies relating to customer service

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

direct questioning combined with review of portfolios of evidence and third party workplace reports of onthejob performance by the candidate

analysis of responses to case studies and scenarios

demonstration of techniques

observation of presentations

oral or written questioning to assess knowledge of customer service and communication techniques

review of information provided to customers about problems and delays and customer followup

review of documentation recording feedback and communication between customers and the organisation

Guidance information for assessment

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

sales units

other customer service units


Range Statement

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

Customers may include:

contacts from other organisations

external customers

internal customers

members of the public

patients

service users

Organisational requirements may include:

access and equity principles and practice

anti-discrimination and related policy

following OHS procedures for dealing with customers

legal and organisational policies, guidelines and requirements

quality and continuous improvement processes and standards

quality assurance and/or procedures manual

Interpersonal skills may include:

listening actively to what the customer is communicating

providing an opportunity for the customer to confirm their request

questioning to clarify and confirm customer needs

seeking feedback from the customer to confirm understanding of needs

summarising and paraphrasing to check understanding of customer's message

using appropriate body language

Designated persons may include:

manager, supervisor or team leader

more experienced personnel with specific knowledge or information

staff from other work areas with particular product or service knowledge

Opportunities may include:

advice about warranties, guarantees or support services

packaging options

pricing options

procedures for delivery of goods or service

provision of product knowledge

systems for recording complaints

Customer feedback may be about:

damaged goods or delivery problems

delays

invoicing errors

quality of customer service

quality of service provision