Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

FNSRTS307A Mapping and Delivery Guide
Maintain Automatic Teller Machine (ATM) services

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency FNSRTS307A - Maintain Automatic Teller Machine (ATM) services
Description This unit describes the performance outcomes, skills and knowledge required to stock, regularly service, maintain security and balance takings for ATMs.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application This unit may apply to job roles within branches and other service outlets of a financial institution utilising ATM services.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Restock and service ATM machines
  • ATMs are restocked and serviced in accordance with correct procedure and key information displayed at machine is verified to ensure it is current and legible
  • Action cards are handled according to organisation's policies and procedure
  • ATM machines are cleaned and checked to ensure they are functioning correctly with any faults and malfunctions identified and corrective action initiated to resolve faults in a timely manner
       
Element: Replenish and balance cash in ATM
  • Cash in ATM is checked to ensure it complies with organisation policies and procedures for cash levels
  • Cash is counted and entered on cash recording documentation with cash balance records in machines verified for accuracy and made available to authorised personnel
  • Deposits made through ATMs are processed or actioned in accordance with organisation's policies and procedures
  • Discrepancies between machine tape records and cash are actioned, or referred to authorised personnel in accordance with organisation's policies and procedures
       
Element: Maintain security of ATM cash
  • ATM cartridges are replenished in a secure area and confidentiality of access to machine cash is maintained
  • Restocking and servicing of ATM is timed to comply with security guidelines
  • Alteration of access to a machine is recorded in the correct format and authorised personnel notified
       


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, 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 ability to:

precisely check cash balances

efficiently and effectively complete all ATM operations

apply all security guidelines relating to use of ATMs.

Context of and specific resources for assessment

Assessment must ensure:

competency is demonstrated in the context of the financial services work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment

access to and the use of a range of common office equipment, technology, software and consumables

access to ATM equipment and consumables.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:

evaluating an integrated activity which combines the elements of competency for the unit or a cluster of related units of competency

verbal or written questioning on underpinning knowledge and skills

accessing and validating third party reports.

Guidance information for assessment

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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.

Required skills

communication skills to:

determine and confirm work requirements, using questioning and active listening as required

report and take instructions from authorised personnel

liaise with others, share information, listen and understand

use language and concepts appropriate to cultural differences

numeracy and IT skills to:

balance cash and calculate cash and non-cash transaction totals

access and use computer-based databases and systems

problem solving skills to address ATM servicing and security issues

literacy skills to read documents and complete forms and records accurately

organisational skills, including the ability to plan and sequence work

teamwork skills to work cooperatively with others

self-management skills for complying with organisational procedures and requirements

Required knowledge

industry codes of practice including:

Consumer Credit Code

Privacy Act

Credit Act

policies and procedures in regard to electronic banking and security

security checking procedures

procedures for ATM:

restocking

fault diagnosis and checking

security

record checking and record keeping

the operation and maintenance of equipment which may include:

security equipment

transaction terminals

numerical display boards

calculators

scanners

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.

Restocking ATMs includes:

machine stationery

identifying customer reports or complaints of errors and machine faults.

Key information displayed on ATM machines may include:

cards accepted

contact numbers

hours of operation

instructions.

Action cards may include:

damaged

expired

stolen cards.

Organisation's policies and procedures may be in regard to:

administrative and clerical systems

product/account and service range

range of responsibility

size, type and location of branch

types of equipment used.

Corrective action may include:

displaying notice of fault and delay

machine fault:

diagnosing

correcting

testing

recommissioning

referring of problems to other personnel.

Authorised personnel may include:

employees

relevant accounting personnel

supervisors and managers.

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
ATMs are restocked and serviced in accordance with correct procedure and key information displayed at machine is verified to ensure it is current and legible 
Action cards are handled according to organisation's policies and procedure 
ATM machines are cleaned and checked to ensure they are functioning correctly with any faults and malfunctions identified and corrective action initiated to resolve faults in a timely manner 
Cash in ATM is checked to ensure it complies with organisation policies and procedures for cash levels 
Cash is counted and entered on cash recording documentation with cash balance records in machines verified for accuracy and made available to authorised personnel 
Deposits made through ATMs are processed or actioned in accordance with organisation's policies and procedures 
Discrepancies between machine tape records and cash are actioned, or referred to authorised personnel in accordance with organisation's policies and procedures 
ATM cartridges are replenished in a secure area and confidentiality of access to machine cash is maintained 
Restocking and servicing of ATM is timed to comply with security guidelines 
Alteration of access to a machine is recorded in the correct format and authorised personnel notified 

Forms

Assessment Cover Sheet

FNSRTS307A - Maintain Automatic Teller Machine (ATM) services
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

FNSRTS307A - Maintain Automatic Teller Machine (ATM) services

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: