The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!
From the Wiki University
What evidence can you provide to prove your understanding of each of the following citeria?
Assess files and work
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Client file is assessed to determine its complexity and specific needs and criteria for allocation are considered Completed |
Evidence:
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Prospective new business is assessed and either accepted or rejected based on organisational criteria and standards Completed |
Evidence:
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The competency and workload of staff is considered, assessed and matched to appropriate work Completed |
Evidence:
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Actions to be undertaken by relevant personnel are authorised Completed |
Evidence:
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Allocate files to relevant personnel
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File is allocated to and coordinated with appropriate staff based on organisational criteria and standards Completed |
Evidence:
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Files are allocated equitably, and with due regard for level of competency and experience of relevant personnel Completed |
Evidence:
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File management responsibilities are undertaken in a timely and professional manner Completed |
Evidence:
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Monitor work progress
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Progress of work is reviewed and checked according to legislative requirements for legal implications and complications Completed |
Evidence:
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Adherence to the terms of matters is checked and the quality of prepared legal documents evaluated, and rulings given on doubtful clauses Completed |
Evidence:
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Supervise staff progress
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Progress on file management is regularly reviewed with relevant staff Completed |
Evidence:
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Responses from staff to statistical information are sought and the information reviewed and reported Completed |
Evidence:
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Advice, information and knowledge is provided promptly to relevant personnel Completed |
Evidence:
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Problem files are monitored closely with relevant staff and any disputes and complications handled in a timely and professional manner and according to ethical guidelines Completed |
Evidence:
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Identify and manage files requiring specific needs
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More complex issues identified within a client file are analysed and considered Completed |
Evidence:
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The appropriate process required for handling each matter is identified and explained to the client, or referred to an appropriate specialist Completed |
Evidence:
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If appropriate and necessary, risk management and insurance planning issues and taxation and retirement planning requirements are recognised and dealt with Completed |
Evidence:
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