BSBITU305
Conduct online transactions


Application

This unit describes the skills and knowledge required to undertake a range of online transactions, including banking, and buying and selling products and services.

It applies to individuals who are skilled operators and apply a broad range of competencies in various work contexts. They may exercise discretion and judgement using appropriate theoretical knowledge of conducting online transactions to provide technical advice and support to a team.

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. Identify and investigate online service provider

1.1 Undertake online research to identify suppliers of required products/services

1.2 Assess service provider confidentiality, security and privacy facilities in accordance with individual and organisational requirements

1.3 Assess potential products/services for authenticity

2. Perform online transactions

2.1 Confirm organisational requirements for products/services to be obtained

2.2 Ensure authentication information is secured in accordance with organisational requirements

2.3 Use appropriate online functions to obtain required products/services

2.4 Report any difficulties in accessing or using online facilities to the service provider

2.5 Complete transaction and ensure products/services are received in accordance with terms of online transaction

3. Maintain records of online transactions

3.1 Maintain records of transactions in accordance with organisational policy, procedures and level of authority

3.2 Compare organisational records with online records and deal with irregularities according to organisational policy and procedures

4. Review online transactions

4.1 Review obtained products/services rendered to determine quality, timeliness and level of customer service in relation to advertised profile

4.2 Make recommendations regarding continued or future use of online service provider, as supported by transaction history

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

Learning

1.1

Accesses a range of online information and contextualises to transaction requirements.

Reading

1.1-1.3, 2.2, 2.5, 3.1, 3.2, 4.1

Recognises and interprets numerical information within online content and organisational requirements to establish and complete required tasks and determine quality of content

Writing

2.4, 3.1, 4.1, 4.2

Ensures specific and relevant language is used to communicate required information, and information is accurately maintained

Oral Communication

2.1, 2.4, 4.2

Articulates requirements clearly using listening and questioning techniques to clarify and confirm understanding and delivers specific and factual information appropriate to audience and environment

Navigate the world of work

1.2, 2.1, 2.2, 2.5, 3.1, 3.2,

Recognises and follows explicit and implicit protocols and meets expectations associated with own role

Interact with others

2.4

Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role

Get the work done

1.1-1.3, 2.3-2.5, 3.1, 3.2, 4.1, 4.2

Develops plans to manage relatively complex, non-routine tasks with an awareness of how they may contribute to longer-term operational and strategic goals

Recognises a range of familiar problems and seeks assistance from appropriate parties

Uses a range of online applications to access, filter and extract information and process transactions


Sectors

Information and Communications Technology – IT Use