Produce reports for superannuation

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 FNSSUP515, 'Produce reports for superannuation'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Produce reports for superannuation' 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. Analyse report requirements

1.1 Identify organisational and report objectives, purpose, audience and task requirements prior to document design and information gathering

1.2 Identify statutory and regulatory requirements relating to reporting

1.3 Identify and access relevant resources and research requirements

2. Design report

2.1 Model report structure and layout to suit purpose, audience and information requirements of task and confirm design meets organisational style and format

2.2 Use software for report design and to manipulate information and other material

2.3 Ensure software operations used in document development achieve required results

3. Gather and develop content and evidence

3.1 Gather general, financial and statistical content required for report

3.2 Develop report content according to organisational and compliance requirements

3.3 Gather evidence that supports report recommendations

3.4 Communicate and confirm evidence to required stakeholders and include conclusions in report

4. Prepare and produce report

4.1 Prepare draft report

4.2 Seek advice from relevant stakeholders on draft report

4.3 Make required changes to report based on advice and finalise

4.4 Produce report using required technologies according to organisational and task requirements

4.5 Name and store report and supporting documents according to organisational policies and procedures