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 FNSPRT503A, 'Allocate, assess and supervise work within the personal trustee sector'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Allocate, assess and supervise work within the personal trustee sector' 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. Assess files and work | 1.1. Client file is assessed to determine its complexity and specific needs and criteria for allocation are considered 1.2. Prospective new business is assessed and either accepted or rejected based on organisational criteria and standards 1.3. The competency and workload of staff is considered, assessed and matched to appropriate work 1.4. Actions to be undertaken by relevant personnel are authorised |
2. Allocate files to relevant personnel | 2.1. File is allocated to and coordinated with appropriate staff based on organisational criteria and standards 2.2. Files are allocated equitably, and with due regard for level of competency and experience of relevant personnel 2.3. File management responsibilities are undertaken in a timely and professional manner |
3. Monitor work progress | 3.1. Progress of work is reviewed and checked according to legislative requirements for legal implications and complications 3.2. Adherence to the terms of matters is checked and the quality of prepared legal documents evaluated, and rulings given on doubtful clauses |
4. Supervise staff progress | 4.1. Progress on file management is regularly reviewed with relevant staff 4.2. Responses from staff to statistical information are sought and the information reviewed and reported 4.3. Advice, information and knowledge is provided promptly to relevant personnel 4.4. Problem files are monitored closely with relevant staff and any disputes and complications handled in a timely and professional manner and according to ethical guidelines |
5. Identify and manage files requiring specific needs | 5.1. More complex issues identified within a client file are analysed and considered 5.2. The appropriate process required for handling each matter is identified and explained to the client, or referred to an appropriate specialist 5.3. If appropriate and necessary, risk management and insurance planning issues and taxation and retirement planning requirements are recognised and dealt with |