This unit applies to job roles involving reporting requirements for the superannuation sector.

ELEMENT

PERFORMANCE CRITERIA

1. Analyse report requirements

1.1. Organisation and task requirements are identified prior to document design and research

1.2. Scope of report and relevant audience is confirmed

1.3. Resources, software, ergonomic and research requirements are identified and accessed

2. Design report

2.1. Report structure and layout are designed to suit the purpose, audience and information requirements of the task

2.2. Report is designed to enhance readability and appearance and meet organisation and task requirements for style and layout

2.3. Complex software functions are used to enable efficient manipulation of information and other material and ensure consistency of design and layout

3. Research report content

3.1. Research is conducted to gain information for report content including development of financial and statistical details as required

3.2. Report content is developed in accordance with organisation and compliance requirements

3.3. Evidence is gathered to support recommendations and conclusions to be included in the report

4. Produce report

4.1. Report is written using appropriate language and contains information required to meet report objectives

4.2. The report is coherent and logical and any recommendations/suggestions made are based on documented analysis or research undertaken

4.3. Software operations used in development of documents achieve required results

4.4. Conservation techniques are engaged

4.5. Documents are edited and printed in accordance with organisation and task requirements

4.6. Documents are named and stored in accordance with organisation requirements and the application exited without information loss/damage

4.7. Documents are prepared within designated timelines and organisation requirements for speed and accuracy

Required skills

well-developed communication skills to:

liaise with others, share information, confirm work requirements, using questioning and active listening as required

use language and concepts appropriate to cultural differences

to follow complex oral instructions

relate to people from a range of social, cultural and ethnic backgrounds

data analysis and interpretation skills

numeracy and IT skills for:

making and checking financial calculations

accessing and using appropriate software such as word processors, desktop publishing, spreadsheets and databases

using internet information

interpersonal skills to relate effectively within a team environment

organisation skills, including the ability to plan and sequence work

highly developed literacy skills to read, write, edit and proofread documents to ensure clarity of meaning, accuracy and consistency of information proofreading and editing skills to ensure clarity of meaning

problem solving skills to use processes flexibly and interchangeably

learning skills to maintain knowledge of changes to products and relevant legislation

judgement skills for forming recommendations in operational situations

management skills for working effectively in a constantly changing environment

Required knowledge

legislation relevant to documentation within the superannuation industry

advanced functions of word processing and/or desktop publishing software applications

impact of formatting and design on the presentation and readability of documents

organisation policies and procedures for written communications

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:

analyse report requirements and design a report

research report content requirements to produce a clear and accurate report

apply ergonomic and conservation principles in the workplace.

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 financial records

access to organisation 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 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.

Software may include:

desktop publishing

word processing.

Ergonomic requirements may include:

avoiding radiation from computer screens

chair height, seat and back adjustment

document holder

footrest

keyboard and mouse position

lighting

noise minimisation

posture

screen position

work station height and layout.

Report structure and layout may include:

captions

concordance files

different odd and even pages

document protection

drawing

forms with fields

hyperlinks

linked and/or embedded objects

long documents

mail merge data documents

master documents

multiple headers and footers

multiple sections

multiple users

primary mail merge documents

sub-documents

templates

WordArt.

Organisation and task requirements may include:

author's instructions

company colour scheme

company logo

consistent corporate image

content restrictions

established guidelines and procedures for document production

house styles

log-on procedures

observing copyright legislation

organisation name, time, date, document title, filename, etc. in header/footer

password protection

standard formats

storage/location of data

templates

use of templates.

Style and layout may include:

boxes

colour

columns

drawing

graphics

headings

letter and memo conventions

page layout

photographs

typeface

white space.

Consistency of design and layout may include:

annotated references

borders

bullet/number lists

captions

consistency with other business documents

footnotes/endnotes

indentations

page numbers

spacings

typeface styles and point size.

Conservation techniques may include:

double-sided paper use

recycling used and shredded paper

reused paper for rough drafts (observing confidentiality requirements)

utilising power-save options for equipment.

Naming and storage of documents may include:

authorised access

file names according to organisation procedure (e.g. numbers rather than names)

file names which are easily identifiable in relation to the content

file/directory names which identify the operator, author, section, date, etc.

filing locations

organisation policy for backing up files

organisation policy for filing hard copies of documents

security

storage in folders/sub-folders

storage on various types of digital media.

Unit sector

Superannuation

This unit contains employability skills.