Application
This unit requires sales and administrative staff to demonstrate the routine use of computerised systems and technology in dealing with electronic handling of transactions, accounts and other business procedures. | |
Prerequisites
Nil | |
Elements and Performance Criteria
ELEMENT | PERFORMANCE CRITERIA | ||
1 | Identify computer technology and information systems managing electronic transactions. | 1.1 | Identify types of computerised technology and systems used in business to business transactions. |
1.2 | Identify types of computerised technology and systems used in e-commerce transactions. | ||
1.3 | Confirm maintenance requirements for technology and systems. | ||
1.4 | Identify procedures for reporting and removing routine faults. | ||
1.5 | Confirm enterprise operating procedures and information for specific technology. | ||
1.6 | Confirm range of technology involved in business to business transactions. | ||
2 | Set up and use computerised technology and systems for e-commerce transactions. | 2.1 | Identify functions of systems and technology for specific enterprise transactions. |
2.2 | Determine functions of systems and technology for specific transactions and requirements for completing a range of basic transactions. | ||
2.3 | Apply transaction security. | ||
2.4 | Preserve security of access protocols and procedures. | ||
2.5 | Restrict access to network according to business requirements. | ||
2.6 | Confirm processes for using technology to complete credit checks and customer authentication requirements. | ||
2.7 | Retrieve, record or update data according to business policy and procedures. | ||
2.8 | Organise and issue invoices and statements according to business technology and procedures. | ||
2.9 | Process customer requests for further information in the most efficient and timely manner possible. | ||
2.10 | Store and back up transaction data according to business procedures. | ||
3 | Use technology to set up an electronic account for a customer. | 3.1 | Raise account application data and field. |
3.2 | Enter customer details. | ||
3.3 | Enter customer trading terms or credit details. | ||
3.4 | Submit account reports according to business procedures. | ||
3.5 | Identify options that may enhance customer requirements or business outcomes. | ||
3.6 | Investigate options for configuration of customer account with customer as required. | ||
3.7 | Attach previous files or transaction history to principal file. | ||
4 | Establish business procedures for completing credit checks or updates. | 4.1 | Establish credit checks or transaction report procedures for a specific business process. |
4.2 | Establish banking documentation and reporting procedures for a specific business. | ||
4.3 | Identify approvals or rejections of electronic payments by bank or financial institution procedures. | ||
4.4 | Determine resolution processes for incomplete credit details or unresolved transactions to ensure payment for products and services. |
Required Skills
This section describes the essential skills and knowledge and their level, required for this unit. |
The following skills must be assessed as part of this unit: interpersonal communication skills use of computerised technology and systems to: set up and update a customer account complete electronic transactions involving public and business customers check business credit rating manage accounts and update accounts in timely manner literacy and numerical skills in regard to: reading and understanding business policy and procedures generating reports data entry data analysis effective and accurate writing and keyboarding skills. |
The following knowledge must be assessed as part of this unit: business policy and procedures job roles and responsibilities problem-solving techniques business technology and operational requirements manufacturer maintenance and use manuals and instructions for technology types of data data processing requirements storage and security of data and hardware or records systems electronic and manual systems used by the industry understanding of electronic transactions and processes relevant legal and legislative provisions. |
Evidence Required
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package. | |
Critical aspects for assessment and evidence required to demonstrate competency in this unit | Evidence of the following is essential: uses computers to access data relevant to a routine work task uses computer applications to complete electronic transactions contributes to business operational processes and task completion contributes towards operational outcomes within a team setting applies business policy and procedures for satisfactory completion of tasks requiring use of electronic or computer technology completes accurate data entry and processing uses and maintains computers according to business and manufacturer manuals and instructions. |
Context of and specific resources for assessment | Assessment must ensure access to: a real or simulated work environment relevant computer applications and hardware relevant documentation, such as: business or enterprise policy and procedures relevant legislation and industry codes of practice information on: products and services suppliers business customers with a range of requirements. |
Methods of assessment | A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: observation of performance in the workplace research report or case study a role play third-party reports from a supervisor written or verbal questioning to assess knowledge and understanding review of portfolios of evidence and third-party workplace reports of on-the-job performance. Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended. |
Assessing employability skills | Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts. Employability skills embedded in this unit should be assessed holistically in the context of the job role and with other relevant units that make up the skill set or qualification. |
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 in the performance criteria is detailed below. | |
Computerised technology may include: | personal computers or terminals (stand-alone or networked) scanning equipment bar coding equipment point-of-sale terminals hand-held equipment software, including: word processing databases spreadsheets financial inventory electronic data interchange (EDI). |
Systems may include: | electronic manual. |
e-commerce may include: | business to business business to end-consumer (direct) consumer to consumer. |
Maintenance requirements may include: | cleaning hardware or software upgrades preventative maintenance OHS requirements. |
Reporting may be: | formal and informal to individuals or groups written, faxed, emailed or spoken. |
Sources of information may include: | legislation and regulations work procedures and internal manuals company operating procedures and instructions manufacturer specifications supplier and customer instructions manifests codes of practice quality assurance systems, procedures and policies awards, workplace agreements, and other industrial arrangements verbal communication, including face-to-face, telephone, internet and radio written instructions and communication such as data exchange, letters and emails safety instructions and workplace signage electronic or hard copy policy and protocols. |
Basic transactions may include: | sales quotations returns administration of accounts electronic transactions, including: electronic data interchange (EDI) MIME value added networks payments received by: cash cheque credit card EFTPOS cash on delivery (COD) direct credit. |
Transaction security may include: | principles of digital cryptography, steganography and public-key cryptosystems cryptographic standards (e.g. government security policy, international standards) digital signatures, digital escrow, certification virus protection secure communications intrusion detection and countermeasures copy and counterfeit detection privacy and anonymity protocols. |
Credit checks may be: | automated or manual completed internally or by external agent. |
Business policy and procedures in regard to: | acquisition and sale of products and services reporting mechanisms interaction with customers information technology systems processing e-commerce transactions. |
Customer requests for further information may include: | quotations price notification product and service availability logistics (e.g. time of delivery) warranties payment options. |
Customer account file may include: | account holder details mode of payment (preferences) customer number credit limits contact details supply details product or service category transaction history. |
Electronic payments may include: | payment gateways electronic presentment clearance systems dishonour systems credit card transactions electronic bill payment. |
Payment for products and services may include: | electronic bills letters of credit point-of-sale transactions mail order and telephone orders. |
Sectors
Sector | Cross-Sector |
Competency Field
Computer Operations and ICT Management | |
Employability Skills
The required outcomes described in this unit contain applicable facets of employability skills. The Employability Skills Summary of the qualification in which this unit is packaged will assist in identifying employability skills requirements. | |
Licensing Information
Not applicable.