ELEMENT

PERFORMANCE CRITERIA

1. Collect and organise numerical information

1.1. Procedures for collecting and organising numerical information are established

1.2. Numerical information is collected

1.3. Numerical information provided from other sources is monitored, checked for accuracy and corrected

1.4. Numerical information from different sources is compared

2. Interpret and present numerical and related information

2.1. Procedures are established for the interpretation of numerical information

2.2. Numerical information is identified, interpreted and manipulated

2.3. Numerical information is checked for accuracy

2.4. Numerical and related information is presented

2.5. Evidence for interpretation of results is presented

3. Apply numerical and related information

3.1. Quantities/resources required in the workplace are estimated

3.2. The time required to complete the task is estimated

3.3. Settings for equipment and machinery are estimated and adjusted

Required skills

collect, organise and understand information related to collating figures, calculation and analysis

communicate ideas and information to use calculations in reports, emails and memos

plan and organise activities using numbers/calculations in plans/budgets

work with others and in a team by presentations involving team members

numerical skills in the selection and application of mathematical processes, including at a minimum; addition, subtraction, multiplication and division

establish diagnostic processes which use numbers/calculations/ estimations when preparing budgets

technical skills in the use of calculators or computers

Required knowledge

basic knowledge of legislation and statutory requirements, including OHS

basic knowledge of enterprise policies and procedures in relation to the collection, storage and application of numerical information

basic mathematical concepts

calculations including addition, multiplication, subtraction, division and percentages

calculations involving whole numbers and fractions

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

Context of and specific resources for assessment

This unit may be assessed in conjunction with other units that form part of the job role or function

Elements of competence contain both knowledge and practical components. Knowledge components may be assessed off the job. Practical components should be assessed on the job or in a simulated work environment

Evidence is best gathered using the products, processes and procedures of the individual workplace context as the means by which the candidate achieves industry competencies

The following should be made available:

a workplace or simulated workplace

documentation, such as enterprise or sample documents, invoices, statements, stock records, job cards, repair quotations, personnel records, time sheets and supply quotations

equipment for calculations, such as calculators or computers

a qualified workplace assessor

Method of assessment

It is preferable that assessment reflects a process rather than an event and occurs over a period of time to cover the varying circumstances. Evidence of performance may be provided by customers, team leaders/members or other persons, subject to agreed authentication arrangements.

Guidance information for assessment

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.

Business types

Enterprise may vary in size, type and location, in the range of work activities conducted, hours of operation and in the number and type of staff

Applications

Applications may include, but not limited to:

the involvement in the preparation of budgets, calculations involving invoices or order forms, sales calculations, calculation of costs, enterprise financial duties, calculation or estimation of quantities, materials, equipment settings or time requirements, wages and leave entitlement

Legislative requirements

Legislative requirements include:

state/territory legislation related to OHS and award provisions

Policies and procedures

Enterprise policies and procedures are followed regarding privacy and confidentiality

Information/documents

Information/documents may include:

manufacturer/component supplier specifications, enterprise operating procedures, customer requirements and industry/workplace codes of practice

numerical information may also be sourced from enterprise-specific documents, invoices, statements, stock records, job cards, repair quotations, personal records, time sheets, computer records, equipment or material supply quotations and supplier invoices or statements

Unit sector

Common

This unit contains employability skills.