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 FNSSUP401A, '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 |
1. Identify types of benefits and their processes | 1.1. Benefit types are identified 1.2. Potential errors in processing benefit types are identified |
2. Receive applications for benefit payment and/or insurance claims | 2.1. Applications for superannuation benefit payment and/or insurance claim are received via post or electronic means 2.2. Receipt is documented according to organisation procedures 2.3. Applications and/or claims and organisation documents are checked to ensure information is complete and correct 2.4. Applications are checked for eligibility 2.5. Signature on application is verified with original documents |
3. Identify and manage application and/or claim errors | 3.1. Errors and non-completions in applications and/or claims are identified 3.2. Incomplete or incorrect applications and/or claims are actioned according to organisation requirements 3.3. Applications and/or claims are prepared for processing when required information is obtained |
4. Assess and process applications for benefits | 4.1. Features and differences of payment types are identified 4.2. Applications are checked against conditions identified in trust deed rules 4.3. Additional information is sourced as required (e.g. from member, doctors, employers etc.) 4.4. Benefit is calculated to include additional fees, charges and/or other factors, using computer system 4.5. Special circumstances are managed according to organisation guidelines 4.6. Taxation issues are managed according to legislation 4.7. Pensions and annuities where relevant to the fund are processed according to organisation guidelines 4.8. Information and calculation results are checked for integrity 4.9. Eligible Termination Payments (ETP) and rollover documentation is issued to members, Australian Taxation Office (ATO) and rollover funds, as required 4.10. Application is processed in accordance with the conditions identified in the trust deed and organisation procedures. |
5. Process insurance claims | 5.1. Claim applications are checked against conditions identified in trust deed and in accordance with relevant group policies 5.2. Additional information is sourced as required (e.g. from member, doctors, employers, insurers, etc.) 5.3. Trust deed is checked for defined beneficiaries 5.4. Beneficiaries are communicated with as necessary 5.5. Benefit is calculated to include additional fees, charges, taxes and/or other factors 5.6. Results of calculation are checked 5.7. Claim is processed in accordance with the conditions identified in the trust deed, relevant legislation and organisation procedures |
6. Provide member communications | 6.1. Statements and claim correspondence are provided according to organisation guidelines and compliance requirements 6.2. Processes and outcomes of application/claim are documented in member files 6.3. Instruction for complaints is provided to members as required 6.4. Positive relations are maintained with clients |