Assessor Resource

SISXCCS201A
Provide customer service

Assessment tool

Version 1.0
Issue Date: October 2023


This unit applies to all personnel working in a range of roles in sport, fitness and recreation environments who have customer-service roles. It applies to individuals working in gyms, aquatic centres, community centres or indoor activity centres, as well as to those working as instructors, trainers or guides and volunteers in indoor and outdoor settings with a range of client groups.

This unit describes the performance outcomes, skills and knowledge required to deliver quality customer service to customers. The unit focuses on the application of organisational policies and procedures to identify and effectively respond to customer needs and to promptly receive and respond to customer complaints.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Employability Skills

This unit contains employability skills.



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

receives and responds to client requests and complaints according to organisational requirements and develops a rapport with clients by using communication strategies in the provision of customer service

interacts with clients professionally and in a non-discriminatory manner to provide quality customer service and resolve complaints within an appropriate timeframe.

Context of and specific resources for assessment

Assessment must ensure receiving and responding to multiple client service requests and complaints of different types to demonstrate competency and consistency of performance.

Assessment must also ensure access to:

a range of real or simulated client requests and complaints

organisational policies and procedures for the delivery of customer service and the resolution of complaints

appropriate forms for the documentation of complaints and client service requests.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

observation of interacting with a range of clients, including responding to requests and complaints according to own level of responsibility

oral and or written questioning to assess knowledge of the organisation's procedures for delivering quality customer service and receiving and processing client complaints

third-party reports from a supervisor detailing appropriate work performed by the candidate.

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

Guidance information for assessment

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Required skills

communication skills to:

listen to and clarify client requests

receive, acknowledge and clarify client complaints

liaise with other staff members to refer and follow up complaints

communicate outcomes to clients

problem-solving skills to:

identify problems in responding to client requests and implement actions to promote client satisfaction

assess complaints, identify appropriate actions to resolve the complaints, and decide when to refer to a supervisor

self-management skills to recognise and act within level of own role and responsibilities when receiving client requests and dealing with complaints

language and literacy skills to complete documentation related to client requests and complaints.

Required knowledge

organisational policies and procedures to enable ethical and non-discriminatory treatment of client requests and resolution of complaints

conflict-resolution strategies to enable safe and satisfactory delivery of client service and resolution of complaints.

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Clients may include:

internal or external

customers with routine or special requests

regular and new

people from a range of social, cultural and ethnic backgrounds.

Organisational policies and procedures may include:

communication protocols

complaint procedures

consumer law

customer-service procedures

equal opportunity

occupational health and safety

organisational report forms

personal presentation

privacy

promotions

record-keeping procedures

referral of requests and complaints.

Complaints may include:

verbal or written

electronic or hard copy.

Clients with special needs may include:

children

elderly

disabled

mentally impaired.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify and respond to client needs and requests using appropriate communication techniques and according to organisational policies and procedures. 
Refer requests to supervisor as required according to organisational policies and procedures. 
Identify and anticipate possible problems and take action to minimise the effect on client satisfaction. 
Recognise and act on opportunities to deliver additional levels of service beyond the client's immediate request. 
Encourage repeat custom by promoting appropriate services and products according to organisational policies and procedures. 
Record client details and information as required according to organisational policies and procedures. 
Receive complaints from clients according to organisational policies and procedures. 
Establish nature of complaint and confirm with the client. 
Implement complaint-resolution procedures according to organisational policies and procedures. 
Refer unresolved complaints to supervisor according to organisational policies and procedures. 
Document complaints according to organisational policies and procedures. 
Identify clients with special needs or requests according to organisational policies and procedures. 
Service, refer or redirect client needs according to organisational policies and procedures. 
Document special client needs and requests according to organisational policies and procedures. 

Forms

Assessment Cover Sheet

SISXCCS201A - Provide customer service
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

SISXCCS201A - Provide customer service

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: