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Evidence Guide: SITXCCS018 - Make bookings and process documentation

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

 

SITXCCS018 - Make bookings and process documentation

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

Confirm booking request.

  1. Confirm client requirements for products or services and record any special requests or special needs.
  2. Determine availability of requested product or service and advise customer, offering alternatives for unavailable products or services.
  3. Provide all details to customer, and then confirm their understanding and agreement, responding to any customer questions.
  4. Provide details of amendment or cancellation conditions and charges and confirm customer understanding and agreement.
Confirm client requirements for products or services and record any special requests or special needs.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine availability of requested product or service and advise customer, offering alternatives for unavailable products or services.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide all details to customer, and then confirm their understanding and agreement, responding to any customer questions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide details of amendment or cancellation conditions and charges and confirm customer understanding and agreement.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Administer customer file and identify booking requirements.

  1. Record customer details against booking and use available customer profile or history if available.
  2. Identify details of all supplier products and services required by customer.
  3. Select suppliers to meet customer requirements and maximise the profitability of the sale.
Record customer details against booking and use available customer profile or history if available.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify details of all supplier products and services required by customer.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select suppliers to meet customer requirements and maximise the profitability of the sale.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Request products and services.

  1. Request products and services from suppliers according to organisational policies and procedures.
  2. Provide full details of required booking to ensure customer receives correct product or service.
  3. Request return confirmation of booking from supplier.
  4. File records of all bookings, including requests and confirmations, according to system and procedural requirements.
Request products and services from suppliers according to organisational policies and procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Request return confirmation of booking from supplier.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

File records of all bookings, including requests and confirmations, according to system and procedural requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Update and finalise bookings.

  1. Monitor files to ensure all confirmations are received and follow up outstanding confirmations.
  2. Note and schedule future action to be taken for bookings.
  3. Make and record necessary amendments or adjustments to bookings.
Monitor files to ensure all confirmations are received and follow up outstanding confirmations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Note and schedule future action to be taken for bookings.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make and record necessary amendments or adjustments to bookings.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Process documentation.

  1. Interpret existing booking data to identify all customer details.
  2. Identify and interpret details of specific products and services confirmed to customer and check prices quoted.
  3. Check payment status of customer files and take required action.
  4. Check for and report any discrepancies in costs.
  5. Action supplier payments as required, within designated deadlines.
Interpret existing booking data to identify all customer details.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and interpret details of specific products and services confirmed to customer and check prices quoted.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check payment status of customer files and take required action.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check for and report any discrepancies in costs.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Action supplier payments as required, within designated deadlines.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Finalise and issue documentation.

  1. Check all documentation for accuracy prior to issue and amend as necessary.
  2. Prepare and issue documentation within designated timeframes.
  3. File copies of documents according to organisational procedures.
  4. Process required refunds or additional payments according to product or service conditions.
  5. Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.
Check all documentation for accuracy prior to issue and amend as necessary.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and issue documentation within designated timeframes.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

File copies of documents according to organisational procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Process required refunds or additional payments according to product or service conditions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Required Skills and Knowledge