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Evidence Guide: TLIP2030 - Conduct courier/delivery cash 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

 

TLIP2030 - Conduct courier/delivery cash transactions

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

Establish price with customers

  1. Cost of delivery/operation is confirmed with customer
  2. Customer queries are answered courteously and accurately
  3. Pricing structure is explained in accordance with workplace guidelines as required
  4. Bill/invoice is presented to customer
Cost of delivery/operation is confirmed with customer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Customer queries are answered courteously and accurately

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Pricing structure is explained in accordance with workplace guidelines as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Bill/invoice is presented to customer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct cash transaction

  1. Cash received from customer is checked and securely stored
  2. Hazards are identified, risks are assessed and control measures are implemented
  3. Change is given in appropriate denomination coins/notes
  4. Rounding of price is undertaken in accordance with workplace policy
  5. Appropriate security measures are taken when carrying out cash transaction in accordance with workplace procedures
Cash received from customer is checked and securely stored

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Hazards are identified, risks are assessed and control measures are implemented

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Change is given in appropriate denomination coins/notes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Rounding of price is undertaken in accordance with workplace policy

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Appropriate security measures are taken when carrying out cash transaction in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record cash transaction details

  1. Invoice/bill is receipted and/or receipt is provided to customer in accordance with workplace policy
  2. Record of transaction is made and kept
  3. Records at base are updated on return, to reflect transactions
Invoice/bill is receipted and/or receipt is provided to customer in accordance with workplace policy

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record of transaction is made and kept

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Records at base are updated on return, to reflect transactions

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

Establish price with customers

1.1

Cost of delivery/operation is confirmed with customer

1.2

Customer queries are answered courteously and accurately

1.3

Pricing structure is explained in accordance with workplace guidelines as required

1.4

Bill/invoice is presented to customer

2

Conduct cash transaction

2.1

Cash received from customer is checked and securely stored

2.2

Hazards are identified, risks are assessed and control measures are implemented

2.3

Change is given in appropriate denomination coins/notes

2.4

Rounding of price is undertaken in accordance with workplace policy

2.5

Appropriate security measures are taken when carrying out cash transaction in accordance with workplace procedures

3

Record cash transaction details

3.1

Invoice/bill is receipted and/or receipt is provided to customer in accordance with workplace policy

3.2

Record of transaction is made and kept

3.3

Records at base are updated on return, to reflect transactions

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

Establish price with customers

1.1

Cost of delivery/operation is confirmed with customer

1.2

Customer queries are answered courteously and accurately

1.3

Pricing structure is explained in accordance with workplace guidelines as required

1.4

Bill/invoice is presented to customer

2

Conduct cash transaction

2.1

Cash received from customer is checked and securely stored

2.2

Hazards are identified, risks are assessed and control measures are implemented

2.3

Change is given in appropriate denomination coins/notes

2.4

Rounding of price is undertaken in accordance with workplace policy

2.5

Appropriate security measures are taken when carrying out cash transaction in accordance with workplace procedures

3

Record cash transaction details

3.1

Invoice/bill is receipted and/or receipt is provided to customer in accordance with workplace policy

3.2

Record of transaction is made and kept

3.3

Records at base are updated on return, to reflect transactions

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

adapting to differences in equipment in accordance with operating procedures

applying precautions and required action to minimise, control or eliminate identified hazards

applying relevant agreements, codes of practice, workplace procedures and other legislative requirements

communicating and working effectively with others

completing relevant documentation

identifying and correctly using equipment, processes and procedures

implementing contingency plans

modifying activities depending on operational contingencies, risk situations and environments

monitoring and prioritising work activities in terms of planned schedule

planning own work, predicting consequences and identifying improvements

reading, interpreting and following relevant instructions, procedures and information

reporting and/or rectifying identified problems promptly, in accordance with regulatory requirements and workplace procedures

working systematically with required attention to detail without injury to self or others, or damage to goods or equipment.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

contingency planning for managing and controlling security threats

implications of financial regulations and codes of practice

operational procedures for conducting cash transactions with customers in the courier industry

relevant state/territory regulations and requirements for conducting transactions within courier operations

relevant work health and safety (WHS)/occupational health and safety (OHS) procedures and guidelines

requirements of courier work systems/operations and relevant equipment

risks and hazards when carrying out cash transactions and related precautions to control security threats

typical problems that can occur when conducting courier and delivery cash transactions and appropriate action that can be taken to prevent or solve these problems.

Range Statement

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.