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Evidence Guide: SISXIND202A - Process entry transactions

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!

From the Wiki University

 

SISXIND202A - Process entry transactions

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

Prepare to process entry transactions.

  1. Receive and check cash float according to organisational policies and procedures.
  2. Complete documentation on cash float where required according to organisational policies and procedures.
  3. Open point of sale terminal according to organisational policies and procedures.
Receive and check cash float according to organisational policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete documentation on cash float where required according to organisational policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Open point of sale terminal according to organisational policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Process entry transactions.

  1. Process entry transactions in a timely manner according to organisational policies and procedures.
  2. Process cash and non-cash transactions according to organisational policies and procedures.
  3. State price or total and amount received to client.
  4. Respond to queries about transactions according to organisational policies and procedures.
  5. Refer transactions outside area of responsibility to other personnel according to organisational policies and procedures.
  6. Complete records for transaction errors according to organisational policies and procedures.
Process entry transactions in a timely manner according to organisational policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Process cash and non-cash transactions according to organisational policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

State price or total and amount received to client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Respond to queries about transactions according to organisational policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Refer transactions outside area of responsibility to other personnel according to organisational policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete records for transaction errors according to organisational policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Access and use point of sale equipment.

  1. Operate point of sale equipment according to organisational policies and procedures.
  2. Maintain supply of change in point of sale terminal according to organisational policies and procedures.
  3. Enter information into point of sale equipment according to organisational policies and procedures.
  4. Clear point of sale terminal and transfer tender according to organisational policies and procedures.
  5. Close point of sale terminal according to organisational policies and procedures.
Operate point of sale equipment according to organisational policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain supply of change in point of sale terminal according to organisational policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Enter information into point of sale equipment according to organisational policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clear point of sale terminal and transfer tender according to organisational policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Close point of sale terminal according to organisational policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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 following is essential:

works within own area of responsibility to process client entry transactions in a professional and timely manner according to organisational policies and procedures

applies security procedures to the conduct of all entry transactions and refers transactions outside area of responsibility to supervisor.

Context of and specific resources for assessment

Assessment must ensure processing of multiple entry transactions to demonstrate competency and consistency of performance.

Assessment must also ensure access to:

a range of real or simulated client entry transaction requests

organisational policies and procedures for the processing of entry transactions

point of sale equipment and cash float

appropriate forms for the documentation of transaction details as requested.

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:

observation of conducting multiple entry transactions of different types relevant to the current or intended work environment of the candidate

oral and or written questioning to assess knowledge of the organisation's policies and procedures for processing entry transactions

third-party reports from a supervisor detailing appropriate work performed by the candidate.

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

SISXCCS201A Provide customer service.

Required Skills and Knowledge

Required skills

technology skills to operate point of sale equipment

numeracy skills to check float, calculate transactions and maintain adequate supply of change

literacy skills to complete required documentation in relation to transaction

communication skills to respond to client transaction requirements and queries

self-management skills to:

work within organisational policies and procedures

refer transactions outside area of responsibility to supervisor

apply secure cash and non-cash handling skills and procedures.

Required knowledge

organisational policies and procedures to enable effective and secure processing of entry transactions

services provided by the facility and related transaction types to enable recognition and efficient processing of cash and non-cash transactions

functions and features of point of sale equipment to enable safe and efficient operation.

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.

Organisational policies and procedures may include:

point of sale procedures

security of funds

sales transactions

cash and non-cash handling procedures

documentation and record-keeping.

Entry transactions may include:

cash

credit cards

cheques

EFTPOS

deposits

refunds

advance payments

vouchers

memberships.

Client may include:

new or repeat

internal or external

clients with routine or special requests.

Point of sale equipment may include:

cash register

cash drawer

customer displays

EFTPOS terminal

scanner.