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Evidence Guide: SITXADM001A - Perform office procedures

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

 

SITXADM001A - Perform office procedures

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

Process office documents.

  1. Process office documents according to organisation procedures and within designated timelines.
  2. Use office equipment safely and correctly to process documents.
  3. Identify, rectify or report office equipment malfunctions promptly and according to organisation procedures.
Process office documents according to organisation procedures and within designated timelines.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use office equipment safely and correctly to process documents.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify, rectify or report office equipment malfunctions promptly and according to organisation procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Draft written communication.

  1. Select appropriate format and style for correspondence according to purpose, audience and situation.
  2. Draft documents according to organisation formats and protocols.
  3. Use clear and concise language appropriate to purpose, audience and situation.
  4. Use correct spelling, punctuation and grammar to ensure understanding by receiver.
  5. Check information for accuracy prior to sending.
Select appropriate format and style for correspondence according to purpose, audience and situation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Draft documents according to organisation formats and protocols.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use clear and concise language appropriate to purpose, audience and situation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use correct spelling, punctuation and grammar to ensure understanding by receiver.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check information for accuracy prior to sending.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain document systems.

  1. File or store documents according to organisation security procedures.
  2. Modify and update reference and index systems according to organisation procedures.
File or store documents according to organisation security procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Modify and update reference and index systems according to organisation 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, 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 draft multiple pieces of clear, concise and correct written communication, with different purposes, appropriate to the audience and situation

ability to process a range of office documentation accurately and undertake a range of office tasks using different equipment ideally across a complete shift or operating period to address a range of office tasks

completion of office administrative activities within typical workplace time constraints.

Context of and specific resources for assessment

Assessment must ensure:

demonstration of skills within a fully equipped office environment using appropriate computers, printers and other office equipment such as facsimile machines, photocopiers and software programs currently used in the tourism and hospitality industries to assist with administrative functions.

Methods of assessment

A range of assessment methods should be used to assess the practical skills and knowledge required to perform office procedures. The following examples are appropriate for this unit:

review of documents processed or produced by the candidate

project to develop a portfolio of documentation or correspondence associated with a particular job, event or project

questions to evaluate selection of appropriate type and format of correspondence for particular audiences, purposes and situations

observation of candidate's safe and correct usage of office equipment

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:

SITXCOM004A Communicate on the telephone

BSBCMN205B Use business technology.

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:

communication skills to convey meaning clearly and concisely

basic literacy and written communication skills to produce workplace documentation and correspondence

basic numeracy skills to do simple clerical tasks and count.

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

organisation practices and procedures for preparing and processing documents

layout, format and features of typical business documents and alternative formats for special needs groups, such as large print

features and usage of typical office equipment

safe work practices for using office equipment and any related chemicals.

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.

Office documents to be processed may include:

guest mail

customer records

incoming and outgoing correspondence

files

letters

facsimiles

memos

reports

menus

banquet orders

financial records

invoices

receipts.

Office equipment may include:

photocopiers

facsimiles

computers

paging equipment

calculators

audio-transcribing machines

telephone answering machines.

Processing of documents may include:

recording sent or received documents

filing, including electronic filing

mailing, including bulk mailing

photocopying

faxing

emailing

collating

binding.

Correspondence to be drafted must include a selection from each of the following:

letters

emails

faxes

memos.