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)

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.

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
Confirm client requirements for products or services and record any special requests or special needs.
Determine availability of requested product or service and advise customer, offering alternatives for unavailable products or services.
Provide all details to customer, and then confirm their understanding and agreement, responding to any customer questions.
Provide details of amendment or cancellation conditions and charges and confirm customer understanding and agreement.
Record customer details against booking and use available customer profile or history if available.
Identify details of all supplier products and services required by customer.
Select suppliers to meet customer requirements and maximise the profitability of the sale.
Request products and services from suppliers according to organisational policies and procedures.
Provide full details of required booking to ensure customer receives correct product or service.
Request return confirmation of booking from supplier.
File records of all bookings, including requests and confirmations, according to system and procedural requirements.
Monitor files to ensure all confirmations are received and follow up outstanding confirmations.
Note and schedule future action to be taken for bookings.
Make and record necessary amendments or adjustments to bookings.
Interpret existing booking data to identify all customer details.
Identify and interpret details of specific products and services confirmed to customer and check prices quoted.
Check payment status of customer files and take required action.
Check for and report any discrepancies in costs.
Action supplier payments as required, within designated deadlines.
Check all documentation for accuracy prior to issue and amend as necessary.
Prepare and issue documentation within designated timeframes.
File copies of documents according to organisational procedures.
Process required refunds or additional payments according to product or service conditions.
Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.

Assessment Cover Sheet

SITXCCS018 - Make bookings and process documentation

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

SITXCCS018 - Make bookings and process documentation

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: