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Evidence Guide: SIRWSLS001 - Process product and service data

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

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!

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SIRWSLS001 - Process product and service data

What evidence can you provide to prove your understanding of each of the following citeria?

Follow data processing procedures.

  1. Source and report product and service data using features of business technology and systems.
  2. Store, retrieve and relay data according to business technology and information management systems.
  3. Process product and service data according to organisational policies and procedures for confidentiality, security and systems access.
Source and report product and service data using features of business technology and systems.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Store, retrieve and relay data according to business technology and information management systems.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Process product and service data according to organisational policies and procedures for confidentiality, security and systems access.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor customer sales.

  1. Monitor product mix for each customer and identify potential add-on sales.
  2. Access and interpret customer sales figures and identify success of current sales and supply targets.
  3. Obtain and enter information affecting future forecasts into database in an accurate and timely manner.
  4. Use organisational technologies to gather data from the field to expedite sales and provide real time feedback to customers.
Monitor product mix for each customer and identify potential add-on sales.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Access and interpret customer sales figures and identify success of current sales and supply targets.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain and enter information affecting future forecasts into database in an accurate and timely manner.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use organisational technologies to gather data from the field to expedite sales and provide real time feedback to customers.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain product database.

  1. Maintain accurate and current details of products and services in product database.
  2. Collect and correctly process latest data.
  3. Follow security procedures for access to database.
  4. Build and maintain data records.
  5. Identify and resolve data discrepancies and refer complex issues to relevant personnel.
  6. Collect product or service information for reporting purposes, using appropriate technology.
  7. Generate accurate and complete reports in line with business requirements.
Maintain accurate and current details of products and services in product database.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Collect and correctly process latest data.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Follow security procedures for access to database.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Build and maintain data records.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and resolve data discrepancies and refer complex issues to relevant personnel.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Collect product or service information for reporting purposes, using appropriate technology.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Generate accurate and complete reports in line with business requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine customer needs from data.

  1. Establish volume of products purchased by individual customers and use data to anticipate future requirements and preferences.
  2. Provide timely and accurate reports to customers that can enhance decision-making on provision of products and services.
Establish volume of products purchased by individual customers and use data to anticipate future requirements and preferences.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide timely and accurate reports to customers that can enhance decision-making on provision of products and services.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Follow data processing procedures.

1.1.Source and report product and service data using features of business technology and systems.

1.2.Store, retrieve and relay data according to business technology and information management systems.

1.3.Process product and service data according to organisational policies and procedures for confidentiality, security and systems access.

2. Monitor customer sales.

2.1.Monitor product mix for each customer and identify potential add-on sales.

2.2.Access and interpret customer sales figures and identify success of current sales and supply targets.

2.3.Obtain and enter information affecting future forecasts into database in an accurate and timely manner.

2.4.Use organisational technologies to gather data from the field to expedite sales and provide real time feedback to customers.

3. Maintain product database.

3.1.Maintain accurate and current details of products and services in product database.

3.2.Collect and correctly process latest data.

3.3.Follow security procedures for access to database.

3.4.Build and maintain data records.

3.5.Identify and resolve data discrepancies and refer complex issues to relevant personnel.

3.6.Collect product or service information for reporting purposes, using appropriate technology.

3.7.Generate accurate and complete reports in line with business requirements.

4. Determine customer needs from data.

4.1.Establish volume of products purchased by individual customers and use data to anticipate future requirements and preferences.

4.2.Provide timely and accurate reports to customers that can enhance decision-making on provision of products and services.

Required Skills and Knowledge

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Follow data processing procedures.

1.1.Source and report product and service data using features of business technology and systems.

1.2.Store, retrieve and relay data according to business technology and information management systems.

1.3.Process product and service data according to organisational policies and procedures for confidentiality, security and systems access.

2. Monitor customer sales.

2.1.Monitor product mix for each customer and identify potential add-on sales.

2.2.Access and interpret customer sales figures and identify success of current sales and supply targets.

2.3.Obtain and enter information affecting future forecasts into database in an accurate and timely manner.

2.4.Use organisational technologies to gather data from the field to expedite sales and provide real time feedback to customers.

3. Maintain product database.

3.1.Maintain accurate and current details of products and services in product database.

3.2.Collect and correctly process latest data.

3.3.Follow security procedures for access to database.

3.4.Build and maintain data records.

3.5.Identify and resolve data discrepancies and refer complex issues to relevant personnel.

3.6.Collect product or service information for reporting purposes, using appropriate technology.

3.7.Generate accurate and complete reports in line with business requirements.

4. Determine customer needs from data.

4.1.Establish volume of products purchased by individual customers and use data to anticipate future requirements and preferences.

4.2.Provide timely and accurate reports to customers that can enhance decision-making on provision of products and services.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

use business technology and systems according to organisational policies and procedures to:

establish and report on the sales activity and potential future needs of three different business customers

accurately update three different types of information in the business system or product database

generate three different types of reports from the business system.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

organisational policies and procedures for:

data processing – input and retrieval

data security, storage and privacy

databased maintenance

sales monitoring

system reporting

evaluation of product and service performance

reporting mechanisms

supply and distribution of products or services

use and maintenance of customer and sales data

work health and safety (WHS) requirements for use of office equipment

different types of product and service data

different types of customers, and product and services offered

factors determining customer preferences

purpose, range and use of sales system reports.