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Evidence Guide: SITTTSL008B - Book and coordinate supplier services

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

 

SITTTSL008B - Book and coordinate supplier services

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

Administer customer file and identify booking requirements.

  1. Interpret existing or create new records of the customer's booking requirements.
  2. Prepare and issue documents and other materials to the customer.
  3. Update the financial status of the customer's records accurately and according to organisation procedures.
  4. Identify all supplier servicesto be booked according to customer's requirements and requests.
  5. Identify details of specific products and services which have been sold and confirmed to the customer.
  6. Where no specific product or service has been confirmed with the customer, select appropriate suppliers to ensure customer needs and prices quoted to the customer are met.
  7. Select suppliers according to predetermined organisation negotiated arrangements and maximising the profitability of the sale.
Interpret existing or create new records of the customer's booking requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and issue documents and other materials to the customer.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Update the financial status of the customer's records accurately and according to organisation procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify all supplier servicesto be booked according to customer's requirements and requests.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify details of specific products and services which have been sold and confirmed to the customer.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Where no specific product or service has been confirmed with the customer, select appropriate suppliers to ensure customer needs and prices quoted to the customer are met.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select suppliers according to predetermined organisation negotiated arrangements and maximising the profitability of the sale.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Request products and services.

  1. Request products and services from suppliers using the appropriate method and according to organisation procedures.
  2. Provide full details of the required booking to ensure the customer receives the correct product or service.
  3. Request return confirmationof all details of the booking from the supplier.
  4. Make requests for multiple services in the most practical sequence.
  5. Seek and request alternatives if requested bookings are not available and identify and action flow-on impacts, making adjustments to other bookings as required.
Request products and services from suppliers using the appropriate method and according to organisation procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide full details of the required booking to ensure the customer receives the correct product or service.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Request return confirmationof all details of the booking from the supplier.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make requests for multiple services in the most practical sequence.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek and request alternatives if requested bookings are not available and identify and action flow-on impacts, making adjustments to other bookings as required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record request and confirmation.

  1. Keep accurate records of all bookings made, including request and confirmation, and file according to organisation procedures.
  2. Monitor files to ensure that all confirmations have been received and follow up any outstanding confirmations.
  3. Note and schedule future action to be taken in relation to bookings according to system and organisation procedures.
Keep accurate records of all bookings made, including request and confirmation, and file according to organisation procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor files to ensure that all confirmations have been received and follow up any outstanding confirmations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Note and schedule future action to be taken in relation to bookings according to system and organisation procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Update and finalise bookings.

  1. Make any necessary amendments or adjustments to bookings and accurately record these according to organisation procedures.
  2. Action paymentrequired by the supplier at the appropriate time according to organisation procedures.
  3. Provide suppliers with any changes to the bookings according to agreed procedures and any contractual arrangements.
  4. Advise suppliers of final customer details and requirements according to the needs of particular bookings and organisation procedures.
Make any necessary amendments or adjustments to bookings and accurately record these according to organisation procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Action paymentrequired by the supplier at the appropriate time according to organisation procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide suppliers with any changes to the bookings according to agreed procedures and any contractual arrangements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Advise suppliers of final customer details and requirements according to the needs of particular bookings and organisation procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Minimise waste of printed materials.

  1. Minimise use of printed materials and maximise electronic transmission and filing of all customer, supplier booking, confirmation and finalisation documents to reduce waste and negative environmental impacts.
Minimise use of printed materials and maximise electronic transmission and filing of all customer, supplier booking, confirmation and finalisation documents to reduce waste and negative environmental impacts.

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, 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:

ability to interpret and confirm the customer's requirements

ability to coordinate the booking process effectively from initial request to finalisation of the booking

ability to keep accurate records of bookings made

ability to process multiple bookings in response to multiple customer requests covering a range of tourism products and services and ideally as a component of integrated work activity

knowledge of industry booking systems and procedures for a range of products and services

project or work activities that show the candidates' ability to book and coordinate supplier services within the context of the particular industry sector in which they are working or seeking work; for those undertaking generic pre-employment training, assessment must cover a range of industry contexts to allow for a broad range of vocational outcomes

completion of customer bookings within typical workplace time constraints and deadlines determined by the customer and organisation.

Context of and specific resources for assessment

Assessment must ensure:

demonstration of skills within a fully equipped industry-realistic office environment using appropriate computers, printers, information programs, publications and software programs currently used in the tourism industry to control the supplier booking function or demonstration within the applicable sales environment for the sector, e.g. a conference venue for the Events sector or touring environment for the Guiding and Tour Operations sectors

use of industry-current operational documentation, e.g. details of supplier contracts and customer files.

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:

evaluation of integrated activities completed by the candidate, including sourcing information on destinations, accessing product information, selling products, providing quotations and issuing documents

case studies to assess ability to complete the booking process for different tourism products, services and customers

evaluation of activities and relevant administrative documentation that shows the supplier booking processes undertaken by the candidate

written and oral questioning or interview to test knowledge of the principles underpinning booking procedures and the relationships between different sectors of the tourism industry

review of portfolios of evidence and third-party workplace reports of on-the-job performance by the candidate.

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

SITTTSL006B Prepare quotations

SITTTSL010B Control reservations or operations using a computerised system.

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 with other relevant units that make up the skill set or qualification and in the context of the job role.

Required Skills and Knowledge

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:

interpretation of any quotations and specific services previously supplied to customer

verbal and written use of the 24-hour clock

verbal and written use of industry product and booking jargon, and system and product codes

literacy skills to read and interpret booking documentation such as customer files, customer requests and complex product and costing information and to interpret supplier confirmations and any conditions specifically applicable to the reservation

writing skills to create bookings, update customer files and succinctly and clearly document complex customer requests to the supplier

numeracy skills to interpret quotations supplied to the customer and costs confirmed by the supplier, and to create and maintain financial documentation required to administer the bookings.

The following knowledge must be assessed as part of this unit:

in-depth product knowledge appropriate to the specific industry sector and product being booked for supply

booking systems and procedures appropriate to the specific industry sector

relationships between different sectors of the tourism industry that relate to making bookings with suppliers

negotiated costs, contractual arrangements and preferred supplier arrangements in place

working knowledge of the principles underpinning the particular booking administration system in use.

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.

Documents issued to customers may include:

paper-based or electronically transmitted materials

invoices

credit notes

receipts

confirmation letters

information packs.

Updating the financial status of the customer's records may include:

receiving, processing and recording payments

generating and issuing invoices and credit notes for changed arrangements

checking that the customer has fully paid.

Supplier services to be booked can cover a broad range of products and services within the tourism industry, including:

transportation

transfers

accommodation

airline flights

charter flights

entertainment

tours

cruises

entrance to attractions or sites

tour guiding services

activities

meals

functions

special items with customer's corporate branding

venue bookings

speaker services

audiovisual services

staging equipment

meeting or event equipment

special event consumable items

catering.

Service requests and return confirmations may be communicated via:

telephone

fax

email

internet and intranet

mail

centralised reservations system (CRS)

global distribution system (GDS).

Full details must include:

customer details

date, time and location of commencement and conclusion of service

any pre-negotiated costs and payment details

nature of service to be provided

special requests or requirements.

Bookings may be made for:

a single product or service

multiple products and services making up a complete itinerary

inclusive tours or optional tours

groups

individuals

one-off touring arrangements

series tours

incentive tours

meetings

conferences.

Return confirmation of details of the supply may include:

cost

payment method and deadline

special requests.

Necessary amendments or adjustments to bookings may include:

cancellation of booking

change of date or time

change of location of commencement and conclusion of service

reduction or increase in number of bookings held.

Actioning payments required by the supplier may involve:

requesting payment from the accounts department, e.g. cheque requisition or purchase order

self-administering the payment

issuing a miscellaneous charges order

sending payment by cheque or electronic transmission.

Final customer details may include:

final numbers for a group booking

arrival and departure times and flights (or any other form of transportation)

final name list

final rooming list

details of tour guides, tour managers and crew accompanying customers.