This unit has application to insurance assessors and may be applied within organisations of various sizes and across a range of customer bases.

ELEMENT

PERFORMANCE CRITERIA

1. Inspect vehicle/ property to determine cause and extent of damage

1.1. Inspection is carried out according to industry and legislative requirements

1.2. Permission is obtained to partly dismantle the vehicle/ property to permit an accurate inspection of the damage, if required

1.3. Written damage inspection report is prepared with sufficient information to enable preparation of the repair quote including repair option

1.4. Damage inspection report identifies claimable damage and is appropriate to the type of damage sustained

1.5. All necessary evidence/material is collected to support inspection report

1.6. Inspection is completed without causing damage to any workplace property or vehicle/property

2. Determine preferred method/strategy for restoration/repair

2.1. Possible options for restoration/repair are evaluated

2.2. Repair methods that conform to the vehicle manufacturer/building regulations insurance organisation, enterprise and statutory guidelines are identified and recommended

2.3. Consideration is given to customer's wishes, cost, organisation policy and legislation

2.4. Best option is selected for implementation

3. Prepare scope of work

3.1. Claimable damage is identified

3.2. The need for specialist services is identified where required

3.3. Scope of work is prepared according to organisation policy and procedures, legislation and industry code of practice

Required skills

communication skills to:

determine and confirm information, using questioning and active listening as required

write communications and reports relevant to application

prepare technical documents

liaise with others, share information, listen and understand

use language and concepts appropriate to cultural differences

numeracy and IT skills to:

perform calculations related to achieving required outcomes

check accuracy of claims data

use computer applications (word processing, spreadsheet, database, specific purpose computer systems) to assist in achieving required outcomes

access and update records electronically

access web-based information services

literacy skills to read and interpret forms relating to insurance claims, technical and other related documents

research and analysis skills for accessing and interpreting relevant information

effective interpersonal skills

organisational skills, including the ability to plan and sequence work

Required knowledge

format and information needed to prepare scope of works

organisation policies and procedures

personal and equipment safety requirements

relevant industry standards, legislation and regulations

relevant technical knowledge on buildings or vehicles

report writing conventions

vehicle/property inspection procedures

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 relevant legislation and regulatory requirements

interpret and comply with relevant organisation policies and procedures and codes of practice

inspect vehicle/property to determine cause and extent of damage for preferred method of repair

determine preferred method/strategy for restoration/repair

prepare scope of work.

Context of and specific resources for assessment

Assessment must ensure:

competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment

access to and the use of a range of common office equipment, technology, software and consumables

access to organisation records

access to organisational policies and procedures.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:

evaluating an integrated activity, which combines the elements of competency for the unit, or a cluster of related units of competency

observing processes and procedures in workplaces

verbal or written questioning on underpinning knowledge and skills

evaluating samples of work

accessing and validating third party reports

setting and reviewing workplace projects and business simulations or scenarios.

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.

Industry and legislative requirements may include:

codes of practice

organisation policies and operating procedures

industry regulations

occupational health and safety (OHS) legislation

statutory legislation.

Specialist services may include:

building consultant

fire investigator/fire brigade

mechanical structural engineer

quantity surveyor

specialist home services such as swimming pool specialist, sprinkler system installer, alarm system installer, locksmith

specialist vehicle services such as brake, transmission, differential specialist

structural engineer.

Unit sector

Insurance general

This unit contains employability skills.