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 FNSSUP401, 'Process complex superannuation benefit or insurance claim'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Process complex superannuation benefit or insurance claim' 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 |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Receive applications for benefit payment and/or insurance claims | 1.1 Identify benefit types to determine appropriate steps for processing benefit 1.2 Acknowledge and receipt applications for superannuation benefit payment and/or insurance claim received via post or electronic means 1.3 Document receipt according to organisational procedures 1.4 Check applications and/or claims and organisational documents to ensure information is complete and correct 1.5 Check applications for eligibility 1.6 Verify signature on application with original documents |
2. Identify and manage application and/or claim errors | 2.1 Identify errors and incomplete applications and/or claims 2.2 Action incomplete or incorrect applications and/or claims according to organisational requirements 2.3 Prepare applications and/or claims for processing when required information is obtained |
3. Assess and process applications for benefits and insurance claims | 3.1 Check applications against conditions identified in trust deed and organisational procedures 3.2 Source additional information as required from relevant personnel 3.3 Check trust deed for defined beneficiaries and communicate with possible beneficiaries as necessary 3.4 Calculate benefit to include additional fees, charges and/or other factors, using computer system 3.5 Check information, including taxation and calculation results for integrity 3.6 Issue rollover documentation to members, Australian Taxation Office (ATO) and rollover funds, as required 3.7 Process application in accordance with conditions identified in trust deed, relevant legislation and organisational procedures 3.8 Pay benefit following organisational procedures if there is no objection from possible beneficiaries |
4. Provide member communications | 4.1 Provide statements and claim correspondence according to organisational guidelines and compliance requirements 4.2 Document processes and outcomes of application and/or claim in member files 4.3 Provide instruction for complaints to members as required 4.4 Maintain positive relations with clients |