ICASAS420A
Provide first-level remote help-desk support

This unit describes the performance outcomes, skills and knowledge required to resolve first-level user support difficulties or change requests remotely.

Application

This unit applies to experienced technical support personnel, such as help-desk supervisors, IT support technicians, and user support specialists who provide remote help-desk support to clients.


Prerequisites

Not applicable.


Elements and Performance Criteria

1. Determine the user support issue

1.1 Determine the eligibility status of the individual experiencing the user support difficulty against organisational guidelines for user support services

1.2 Clarify the user support difficulty or change request with client, using active listening and questioning techniques where possible

1.3 Confirm the nature of the user support difficulty or change request with client, using technical language that is understandable by the client

2. Identify the hardware or software being used by the customer or client

2.1 Identify the software, hardware, network connection or , being used by the client

2.2 Identify the outcome the client is trying to achieve and the stage of the process they have reached, using active listening and questioning techniques

2.3 Step the client back to the beginning of the process using plain English

2.4 Walk the client through the process in a clear and logical manner

3. Confirm resolution of user support issue

3.1 Determine, describe and eliminate factors that may have created the user support issue or permit it to recur

3.2 Explain and guide the client through a complete recovery and resolution process for the issue or change request

3.3 Provide sufficient instruction to the client to enable effective handling and resolution of the issue, if it recurs

3.4 Offer next-level escalation or lodgement of change request, explaining cost involved, if user request not possible to resolve under current circumstances

3.5 Document changes where appropriate

4. Maintain communication link

4.1 Confirm resolution of difficulty with client according to client service policy

4.2 Confirm client satisfaction with the current service according to client service policy

4.3 Inform client of additional support or services available, according to the organisation's client service policy

4.4 Provide the client with additional information related to products and services offered by the organisation, as required by the organisation's sales promotion requirements

4.5 Complete the client contact records according to the client service requirements

Required Skills

Required skills

analytical skills to review client requirements and provide advice and support on findings

communication skills to:

convey and clarify complex information

discuss product and service matters with potential customers

investigate and assess client needs

provide one-to-one instruction to client

provide service related to communicating about using systems for recording and accessing information

literacy skills to:

document:

additional requirements

amount of technical support the client may require

solutions

support issues affecting the client

interpret user manuals, for the purpose of resolving client problems and guiding clients through manuals

develop reports

technical skills to write macros and templates.

Required knowledge

customer service policies

escalation procedures in a clearly defined range of contexts

OHS procedures related to the work environment and organisational requirements

user support policies of limited complexity related to known or commonly-used options.

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:

resolve first-level user support difficulties remotely

demonstrate customer-service skills

document problem resolution.

Context of and specific resources for assessment

Assessment must ensure access to:

customer-service policies

user support policies

escalation procedures

communications hardware

appropriate learning and assessment support when required

modified equipment for people with special needs.

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 observation of candidate providing advice and support to clients

evaluation of candidate’s resolved call documentation

verbal or written questioning to determine candidate’s knowledge of:

client support procedures

help or service desk operation.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, where appropriate.

Assessment processes and techniques must be culturally appropriate, and suitable to the communication skill level, language, literacy and numeracy capacity of the candidate and the work being performed.

Indigenous people and other people from a non-English speaking background may need additional support.

In cases where practical assessment is used it should be combined with targeted questioning to assess required knowledge.


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.

User support may include:

customer contact centre by phone

email

other real-time support structures

real-time website support.

Organisational guidelines may include:

communication methods

content of emails

dispute resolution

document procedures and templates

downloading information and accessing particular websites

financial control mechanisms

mobile equipment

opening mail with attachments

personal use of emails and internet access

virus risk.

Client may include:

employee

external organisation

individual

internal department.

Software may include:

commercial

customised

in-house

packaged.

Hardware may include:

modems or other connectivity devices, including digital subscriber line (DSL) modems

networks

personal computers

remote sites

servers

wireless connections

workstations.

Application may include:

data and voice integration

database programs

email programs

internet browsers

spreadsheets

system browsers

word-processing.


Sectors

Systems administration and support


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 but users should confirm requirements with the relevant federal, state or territory authority.