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

SISXIND202A Mapping and Delivery Guide
Process entry transactions

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency SISXIND202A - Process entry transactions
Description This unit describes the performance outcomes, skills and knowledge required to process entry transactions in relation to a range of services provided in a range of facilities.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application This unit applies to those who work in customer contact roles, such as activity assistants or customer-service assistants in locations such as community recreation centres or facilities, indoor recreation facilities, and leisure and aquatic centres.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites Nil
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: Prepare to process entry transactions.
  • Receive and check cash float according to organisational policies and procedures.
  • Complete documentation on cash float where required according to organisational policies and procedures.
  • Open point of sale terminal according to organisational policies and procedures.
       
Element: Process entry transactions.
  • Process entry transactions in a timely manner according to organisational policies and procedures.
  • Process cash and non-cash transactions according to organisational policies and procedures.
  • State price or total and amount received to client.
  • Respond to queries about transactions according to organisational policies and procedures.
  • Refer transactions outside area of responsibility to other personnel according to organisational policies and procedures.
  • Complete records for transaction errors according to organisational policies and procedures.
       
Element: Access and use point of sale equipment.
  • Operate point of sale equipment according to organisational policies and procedures.
  • Maintain supply of change in point of sale terminal according to organisational policies and procedures.
  • Enter information into point of sale equipment according to organisational policies and procedures.
  • Clear point of sale terminal and transfer tender according to organisational policies and procedures.
  • Close point of sale terminal according to organisational policies and procedures.
       


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 following is essential:

works within own area of responsibility to process client entry transactions in a professional and timely manner according to organisational policies and procedures

applies security procedures to the conduct of all entry transactions and refers transactions outside area of responsibility to supervisor.

Context of and specific resources for assessment

Assessment must ensure processing of multiple entry transactions to demonstrate competency and consistency of performance.

Assessment must also ensure access to:

a range of real or simulated client entry transaction requests

organisational policies and procedures for the processing of entry transactions

point of sale equipment and cash float

appropriate forms for the documentation of transaction details as requested.

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:

observation of conducting multiple entry transactions of different types relevant to the current or intended work environment of the candidate

oral and or written questioning to assess knowledge of the organisation's policies and procedures for processing entry transactions

third-party reports from a supervisor detailing appropriate work performed by the candidate.

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

SISXCCS201A Provide customer service.

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

technology skills to operate point of sale equipment

numeracy skills to check float, calculate transactions and maintain adequate supply of change

literacy skills to complete required documentation in relation to transaction

communication skills to respond to client transaction requirements and queries

self-management skills to:

work within organisational policies and procedures

refer transactions outside area of responsibility to supervisor

apply secure cash and non-cash handling skills and procedures.

Required knowledge

organisational policies and procedures to enable effective and secure processing of entry transactions

services provided by the facility and related transaction types to enable recognition and efficient processing of cash and non-cash transactions

functions and features of point of sale equipment to enable safe and efficient operation.

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.

Organisational policies and procedures may include:

point of sale procedures

security of funds

sales transactions

cash and non-cash handling procedures

documentation and record-keeping.

Entry transactions may include:

cash

credit cards

cheques

EFTPOS

deposits

refunds

advance payments

vouchers

memberships.

Client may include:

new or repeat

internal or external

clients with routine or special requests.

Point of sale equipment may include:

cash register

cash drawer

customer displays

EFTPOS terminal

scanner.

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
Receive and check cash float according to organisational policies and procedures. 
Complete documentation on cash float where required according to organisational policies and procedures. 
Open point of sale terminal according to organisational policies and procedures. 
Process entry transactions in a timely manner according to organisational policies and procedures. 
Process cash and non-cash transactions according to organisational policies and procedures. 
State price or total and amount received to client. 
Respond to queries about transactions according to organisational policies and procedures. 
Refer transactions outside area of responsibility to other personnel according to organisational policies and procedures. 
Complete records for transaction errors according to organisational policies and procedures. 
Operate point of sale equipment according to organisational policies and procedures. 
Maintain supply of change in point of sale terminal according to organisational policies and procedures. 
Enter information into point of sale equipment according to organisational policies and procedures. 
Clear point of sale terminal and transfer tender according to organisational policies and procedures. 
Close point of sale terminal according to organisational policies and procedures. 

Forms

Assessment Cover Sheet

SISXIND202A - Process entry transactions
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

SISXIND202A - Process entry transactions

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: