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Elements and Performance Criteria

  1. Identify computer technology and information systems managing electronic transactions.
  2. Set up and use computerised technology and systems for e-commerce transactions.
  3. Use technology to set up an electronic account for a customer.
  4. Establish business procedures for completing credit checks or updates.

Required Skills

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

interpersonal communication skills

use of computerised technology and systems to

set up and update a customer account

complete electronic transactions involving public and business customers

check business credit rating

manage accounts and update accounts in timely manner

literacy and numerical skills in regard to

reading and understanding business policy and procedures

generating reports

data entry

data analysis

effective and accurate writing and keyboarding skills

The following knowledge must be assessed as part of this unit

business policy and procedures

job roles and responsibilities

problemsolving techniques

business technology and operational requirements

manufacturer maintenance and use manuals and instructions for technology

types of data

data processing requirements

storage and security of data and hardware or records systems

electronic and manual systems used by the industry

understanding of electronic transactions and processes

relevant legal and legislative provisions

Evidence Required

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 TrainingPackage

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

Evidence of the following is essential

uses computers to access data relevant to a routine work task

uses computer applications to complete electronic transactions

contributes to business operational processes and task completion

contributes towards operational outcomes within a team setting

applies business policy and procedures for satisfactory completion of tasks requiring use of electronic or computer technology

completes accurate data entry and processing

uses and maintains computers according to business and manufacturer manuals and instructions

Context of and specific resources for assessment

Assessment must ensure access to

a real or simulated work environment

relevant computer applications and hardware

relevant documentation such as

business or enterprise policy and procedures

relevant legislation and industry codes of practice

information on

products and services

suppliers

business customers with a range of requirements

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

research report or case study

a role play

thirdparty reports from a supervisor

written or verbal questioning to assess knowledge and understanding

review of portfolios of evidence and thirdparty workplace reports of onthejob performance

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


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 in the performance criteria is detailed below.

Computerised technology may include:

personal computers or terminals (stand-alone or networked)

scanning equipment

bar coding equipment

point-of-sale terminals

hand-held equipment

software, including:

word processing

databases

spreadsheets

financial

inventory

electronic data interchange (EDI).

Systems may include:

electronic

manual.

e-commerce may include:

business to business

business to end-consumer (direct)

consumer to consumer.

Maintenance requirements may include:

cleaning

hardware or software upgrades

preventative maintenance

OHS requirements.

Reporting may be:

formal and informal

to individuals or groups

written, faxed, emailed or spoken.

Sources of information may include:

legislation and regulations

work procedures and internal manuals

company operating procedures and instructions

manufacturer specifications

supplier and customer instructions

manifests

codes of practice

quality assurance systems, procedures and policies

awards, workplace agreements, and other industrial arrangements

verbal communication, including face-to-face, telephone, internet and radio

written instructions and communication such as data exchange, letters and emails

safety instructions and workplace signage

electronic or hard copy

policy and protocols.

Basic transactions may include:

sales

quotations

returns

administration of accounts

electronic transactions, including:

electronic data interchange (EDI)

MIME

value added networks

payments received by:

cash

cheque

credit card

EFTPOS

cash on delivery (COD)

direct credit.

Transaction security may include:

principles of digital cryptography, steganography and public-key cryptosystems

cryptographic standards (e.g. government security policy, international standards)

digital signatures, digital escrow, certification

virus protection

secure communications

intrusion detection and countermeasures

copy and counterfeit detection

privacy and anonymity protocols.

Credit checks may be:

automated or manual

completed internally or by external agent.

Business policy and procedures in regard to:

acquisition and sale of products and services

reporting mechanisms

interaction with customers

information technology systems

processing e-commerce transactions.

Customer requests for further information may include:

quotations

price notification

product and service availability

logistics (e.g. time of delivery)

warranties

payment options.

Customer account file may include:

account holder details

mode of payment (preferences)

customer number

credit limits

contact details

supply details

product or service category

transaction history.

Electronic payments may include:

payment gateways

electronic presentment

clearance systems

dishonour systems

credit card transactions

electronic bill payment.

Payment for products and services may include:

electronic bills

letters of credit

point-of-sale transactions

mail order and telephone orders.