Formats and tools
- Unit Description
- Reconstruct the unit from the xml and display it as an HTML page.
- Assessment Tool
- an assessor resource that builds a framework for writing an assessment tool
- Assessment Template
- generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
- Assessment Matrix
- a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
- Wiki Markup
- mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
- Evidence Guide
- create an evidence guide for workplace assessment and RPL applicants
- Competency Mapping Template
- Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
- Observation Checklist
- create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)
- Self Assessment Survey
- A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
- Moodle Outcomes
- Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
- Registered Training Organisations
- Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver FNSACC302A, 'Administer subsidiary accounts and ledgers'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Administer subsidiary accounts and ledgers' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)
Elements and Performance Criteria
ELEMENT | PERFORMANCE CRITERIA |
1. Review accounts receivable process | 1.1. Receipts entered into accounts receivable system are checked for accuracy, consistency and thoroughness 1.2. Incorrect entries are identified and accurately recorded according to type and source of receipt 1.3. Discrepancies between monies owed and monies paid are identified and investigated according to organisation policy, procedures and guidelines 1.4. Receipts entered into accounts receivable system are amended according to established procedures |
2. Identify bad and doubtful debts | 2.1. Debtors ledger is regularly reviewed in accordance with organisation policy and guidelines to identify outstanding monies an further information, if required, sought from relevant sources 2.2. Bad or doubtful debt status is verified through liaison with debtors 2.3. Reporting procedures and appropriate documentation for bad and doubtful debts is completed in accordance with organisation policy and guidelines |
3. Review compliance with terms and conditions and plan recovery action | 3.1. Clients in default of trading terms are correctly identified according to organisation operating procedures and contacted promptly and courteously to make satisfactory arrangements to pay monies outstanding 3.2. Monies owing that constitute breaches of organisation credit policy are actioned in accordance with organisation policy and procedures 3.3. Previous activities and communication with clients are thoroughly reviewed to establish adequacy of follow-up procedures, and whether all usual organisation recovery avenues have been exhausted 3.4. Plans to pursue debt recovery or to initiate legal action are developed with measures to collect monies completed in accordance with organisation policy, guidelines and timelines |
4. Prepare reports and file documentation | 4.1. Reports are prepared which document accounts receivable, debt recovery type, cause and recovery plan and distributed to supervisors, managers and other relevant parties 4.2. Documentation is filed promptly in accordance with organisation policy and procedures |
5. Distribute creditors invoices for authorisation | 5.1. Invoice discrepancies are identified, investigated and rectified and invoices encoded and recorded correctly 5.2. Authorisation for payment is requested from appropriate personnel |
6. Remit payments to creditors | 6.1. Cheque requisition is correctly drawn up and authorised and the correct general ledger to be drawn against identified 6.2. Correct account is debited in a timely manner and in accordance with legislative and compliance requirements 6.3. Creditors payments are prepared in an accurate manner |
7. Prepare accounts paid report and reconcile balances outstanding | 7.1. Data is collected and entered onto spreadsheet giving details of creditors and amounts paid and a report prepared for ratification by appropriate management 7.2. Statements of outstanding balances are sought from suppliers where required and balances outstanding are reconciled to invoices received |