Application
This unit applies in customer contact environments where use of multiple information systems is required to resolve customer enquiries or complaints.
This work is undertaken with some supervision and guidance.
Prerequisites
Not applicable.
Elements and Performance Criteria
1. Access a range of information systems | 1.1 Efficiently log on to information systems 1.2 Navigate screens efficiently to locate displays and information relevant to role 1.3 Use a database management system (DBMS) to control data access, enforce data integrity, manage concurrency, and access information 1.4 Manage use of information systems efficiently according to organisational requirements |
2. Process customer information using multiple information systems | 2.1 Analyse customer enquiry to identify information needs 2.2 Identify information systems required to satisfy information needs 2.3 Use information systems according to organisational processes to complete customer enquiry or transaction 2.4 Record customer information in information systems to complete customer enquiry or transaction 2.5 Use the shortest reasonable pathways to navigate between and within information systems 2.6 Maintain contact and communication with the customer while operating information systems 2.7 Verify information with customer to complete transaction |
3. Identify and rectify information system and processing errors | 3.1 Identify errors in information system, relevant to role 3.2 Analyse errors for their impact on information system and customers 3.3 Identify source of errors, where possible 3.4 Consult with stakeholders to identify actions to rectify errors 3.5 Arrange rectification and confirm that amendments are accurate 3.6 Inform customers of errors and take necessary action 3.7 Identify information system faults and notify relevant personnel according to policy 3.8 Recommend procedural change according to policy |
Required Skills
Required skills
analytical skills to research, identify and use information effectively
communication skills to maintain effective customer contact while using information systems
interpersonal skills to establish rapport and build relationships with customers
literacy skills to read, interpret and record information
numeracy skills to read, validate and calculate data and information
problem
self
comply with policies and procedures
seek learning and development opportunities
technology skills to use organisational information systems.
Required knowledge
computer and system troubleshooting principles
enterprise business systems and operating platforms relevant to role
enterprise policies, procedures and guidelines regarding the use and security of information systems
social networking websites, including Facebook and Myspace
escalation process for reporting information technology issues.
Evidence Required
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: apply checks to ensure data is captured and errors are rectified according to established procedures demonstrate knowledge of enterprise policies, procedures and guidelines regarding the use and security of information systems navigate systems to locate required information. |
Context of and specific resources for assessment | Assessment must ensure access to: relevant standards and guidelines for use of systems workplace information and data quality assurance and system user error reports troubleshooting reports and escalation reports work environment to observe operation of systems. |
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: direct questioning combined with review of portfolios of evidence and third-party workplace reports of on direct observation of use of systems review of data entry feedback from quality assurance program review of performance management reports oral and/or written questioning to assess knowledge of systems and organisational security and operational requirements. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended. |
Range Statement
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.
Log on | complying with information technology security protocols logging into telephone system opening most frequently used applications turning on computer equipment username and passwords to access information systems. |
Information systems | billing systems databases internet intranet telephone systems. |
Manage use of information systems may include use of: | bookmarks decision support system office automation system transaction processing systems. |
Customer | colleague internal or external customer of the organisation user, purchaser or beneficiary of a service, product or process. |
Information | details required from core business systems or other sources in order to complete a transaction or process specific details requested by a customer or others. |
Errors | corrupt data data in incorrect fields inaccurate data untimely entry of data. |
Stakeholders | information technology department or help desk marketing department owners of database or system team leader or manager training department. |
Sectors
Stakeholder relations – customer service
Employability Skills
This unit contains employability skills.
Licensing Information
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.