In smaller training and/or assessment organisations, this unit will typically be used by trainers, facilitators, assessors, and training and assessment consultants. In larger training and/or assessment organisations, this unit will typically be used by personnel where this function is a major part of their work.
Elements and Performance Criteria
1. Provide initial and ongoing information and advice on training and assessment services
1.1. Provide potential learners with relevant information about the range of training and assessment services provided by the training and/or assessment organisation
1.2. Explain specific program content and assessment requirements to learners in a clear and concise manner
1.3. Confirm training schedule with relevant personnel and disseminate to learners
1.4. Access, provide and explain relevant organisational policies and procedures relating to training and/or assessment services to learners according to organisational and legal requirements
2. Complete training and assessment records
2.1. Collect, verify and record personal learner information on learner records management system
2.2. Collect, verify and record details of the specific learning strategy and learning program on the learner records management system
2.3. Confirm and record relevant additional requirements
2.4. Confirm and record learner progress and assessment outcomes in a timely manner
2.5. Organise certification processes according to national reporting requirements, where appropriate
2.6. Address custody and management requirements of training and/or assessment information and records
3. Complete reporting requirements
3.1. Complete and forward final results to appropriate personnel for signature, using systems to support reporting
3.2. Finalise, check and provide data for national reporting purposes to appropriate personnel for signature
3.3. Identify, document and address issues and irregularities in recording and reporting activities in a timely and effective manner
3.4. Refer issues and irregularities outside area of responsibility or expertise to appropriate personnel for resolution, if relevant
3.5. Finalise certification arrangements, send to learners and store copies according to organisational and legal requirements, where appropriate
language and literacy skills to:
elicit appropriate and critical information from learners in order to complete recording requirements
prepare national and state or territory reporting information
liaise with personnel, including managers and supervisors, from the training and/or assessment organisation
liaise with appropriate external authorities
analyse a wide range of documents
self-management and organisational skills relating to planning, and meeting deadlines and organisational and regulatory requirements
organisational policies and procedures relating to records and reporting procedures, and disseminating information to learners
established training and assessment information systems
training and assessment services provided by the organisation
requirements for collecting, recording and reporting vocational education and training information
Australian Quality Training Framework and AVETMISS requirements, covering:
relevant policy, legislation, codes of practice and national standards, including commonwealth and state or territory legislation, for example:
copyright and privacy laws in terms of electronic technology
security of information
recording information and confidentiality requirements
OHS responsibilities associated with maintaining training and/or assessment information requirements
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
Assessment must address the scope of this unit and reflect all components of the unit. A range of appropriate assessment methods and evidence-gathering techniques must be used to determine competency. A judgement of competency should only be made when the assessor is confident that the required outcomes of the unit have been achieved and that consistent performance has been demonstrated.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
provide initial and ongoing advice on training and/or assessment services, programs and specific information requirements to a range of learners
manage records relating to a range of learners
organise certification processes for a range of learners
complete AVETMISS and in-house reporting documentation for a learning program, covering a range of learners.
Context of and specific resources for assessment
Evidence must be gathered in the workplace wherever possible. Where no workplace is available, a simulated workplace must be provided.
Assessment must ensure access to:
range of electronic equipment and/or resources for recording and reporting requirements
supervisors or appropriate personnel.
Method of assessment
Guidance information for assessment
For further information about assessment of this and other TAE units, refer to relevant implementation guidance published on the IBSA website (www.ibsa.org.au).
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.
Training schedule may include:
program start dates and end dates
what areas training will address
dates and times when training is scheduled
venue where training will take place
trainers, facilitators and assessors responsible for delivery and assessment.
Relevant personnel may include:
trainers, facilitators and assessors
supervisors and managers
personnel responsible for analysing statistics and data to ensure the training and/or assessment organisation complies with relevant standards across all operations and training and/or assessment activities
users of training information, such as finance personnel, human resource personnel, and employers
union and employee representatives.
Organisational and legal requirements may include:
registration requirements, as defined in the AQTF Standards for Registered Training Organisations
state or territory legislation and regulations governing registration and accreditation
requirements of endorsed training packages
requirements set by commonwealth and state or territory legislation relating to:
workplace and industrial relations
Records management system provides:
administrative tool to manage learner progress from enrolment to completion.
Details of specific learning strategy and learning program may include:
training and/or assessment organisation details and training and assessment location
program of training, unit of competency or module
learner information, such as enrolment form details
enrolment, including start date, end date and outcome/results
internal or local learning program coding.
Additional requirements may include:
fees to be paid
legal and contractual agreements
training contract information.
Certification processes may include:
using correct certification form
entering critical details, for example:
name of learner
name of learning program successfully completed
processes relating to qualification, Statement of Attainment or internal organisational award, such as:
dating and signing
forwarding to learner
sending copy to relevant authority
storing copy according to organisational and legal requirements.
Custody and management requirements may include:
secure physical and electronic storage of training and assessment records and information
authorised access to training and assessment records and information
secure disposal or return of training and assessment records and information.
Systems to support reporting may include:
electronic student management system that complies with Student Statistical Collection Guidelines
internal organisational recording and reporting systems
arrangements for issuing qualifications or Statements of Attainment
arrangements for recognising and recording current competencies
record-keeping policies and procedures.
Issues and irregularities may include:
inaccuracies or inconsistencies
lost information and records
not meeting timelines for reporting
Training advisory services
This unit contains employability skills.