Elements and Performance Criteria
- Collate information required for processing client documentation.
- Client contact details are confirmed.
- Details of products and services supplied to client are confirmed and prices quoted are verified.
- Time spent in providing service to client is recorded.
- Guarantees or warranty arrangements for products and services are confirmed.
- Payment status is checked.
- Discrepancies in costs quoted to client and actual cost of products and services are checked and required follow-up is undertaken to collect shortfall.
- Process documentation.
- Documentation containing complete details of product or service provided is prepared.
- Cost of providing product or service is calculated and price is recorded in client documentation, if required.
- Documentation is checked for accuracy and amended as necessary prior to providing to client.
- Documentation is provided and explained to client, including advice on follow-up service if required.
- Privacy and confidentiality of client information and documentation are observed.
- Finalise documentation process.