Application
This unit describes the skills and knowledge required to manage appointments and diaries for personnel within an organisation, using manual and electronic diaries, schedules and other appointment systems.
It applies to individuals employed in a range of work environments who provide administrative support to teams and individuals.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
Elements and Performance Criteria
ELEMENT | PERFORMANCE CRITERIA |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1 Establish schedule requirements | 1.1 Identify organisational requirements and protocols for diaries and staff planning tools 1.2 Identify organisational procedures for different types of appointments 1.3 Determine personal requirements for diary and schedule items for individual personnel 1.4 Establish appointment priorities and clarify in discussion with individual personnel |
2 Manage schedules | 2.1 Identify recurring appointments and deadlines, and schedule these in accordance with individual and organisational requirements 2.2 Establish availability of attendees, and schedule new appointments in accordance with required timelines and diary commitments 2.3 Negotiate alternative arrangements and confirm when established appointments are changed 2.4 Record appointments and manage schedules in accordance with organisational policy and procedures |
Foundation Skills
This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.
Skill | Performance Criteria | Description |
Reading | 1.1-1.3, 2.1, 2.2, 2.4 | Interprets textual information from a range of sources and identifies relevant information |
Writing | 2.1-2.4 | Uses clear and succinct language to complete and update workplace documentation |
Oral Communication | 1.1, 1.3, 1.4, 2.3 | Participates effectively in spoken interactions using listening and questioning techniques to confirm and clarify understanding |
Numeracy | 2.1, 2.2 | Makes time estimations and checks logistics when scheduling appointments |
Navigate the world of work | 1.1, 1.2, 2.1, 2.4 | Recognises and responds to explicit and implicit organisational procedures and protocols |
Interact with others | 1.3, 1.4, 2.3 | Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role Collaborates and negotiates with others to achieve agreeable outcomes |
Get the work done | 1.1, 1.3, 1.4, 2.1, 2.2, 2.4 | Plans a range of routine tasks accepting goals and aiming to achieve them according to predetermined deadlines Follows routine procedures for using digital technology to enter, store and retrieve information directly relevant to role Takes responsibility for routine low-impact decisions within familiar situations |
Sectors
Administration – General Administration