Issue cancellation advice

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 FNSISV305A, 'Issue cancellation advice'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Issue cancellation advice' 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. Identify policy for cancellation

1.1. Request to cancel a policy is received in appropriate format and verified with client or relevant personnel

1.2. Reason for cancellation is established and recorded according to the organisation's operating procedures

2. Process cancellation details

2.1. Details of the cancellation are entered into the organisation's database

2.2. Insured or relevant parties are contacted where necessary to obtain further details required to process the cancellation

3. Finalise refunds or payments owing

3.1. Refunds are calculated according to the organisation's policies and procedures and verified by relevant personnel

3.2. Authority to remit refund or amounts owing is obtained from relevant personnel

3.3. Payments are dispatched within the required timeframe

3.4. Documents are copied and filed for auditing purposes according to organisation operating procedures

4. Issue relevant documentation

4.1. Notices required by legislation and codes of practice are sent to insured parties within required timeframes and according to operating procedures

4.2. Where necessary, financiers are advised of cancellation of insurance


Qualifications and Skillsets

FNSISV305A appears in the following qualifications:

  • FNS30510 - Certificate III in General Insurance
  • FNS30511 - Certificate III in General Insurance