Unit of competency Outline

Date retreived
21/07/2026 11:20 PM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Assist with circulation services

Assist with circulation services

Unit of competency
National Code
CULLB206C
State Code
D1781
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
05/04/2004
View on TGA
State Implementation and Classification
Approved Date
19/09/2008
Field of Education
091301 - Librarianship And Information Management
Original Release Date
19/09/2008
Nominal Hours
50
Description
This unit describes the performance outcomes, skills and knowledge required to process loan transactions and assist customers with circulation/lending enquiries. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1 Provide information to customers in relation to circulation/lending
  • 1.1 Provide current and accurate information to customers based on sound knowledge of circulation/lending systems in the relevant context
  • 1.2 Deal with customer inquiries promptly or refer to appropriate person/s
2 Process loan transactions
  • 2.1 Check and process customer registration details in accordance with organisational procedures
  • 2.2 Complete transactions in accordance with lending policies and procedures and customer service standards
  • 2.3 Deal with competing demands for service tactfully and helpfully
  • 2.4 Complete checking and processing of material in accordance with organisational requirements
3 Process financial transactions
  • 3.1 Handle financial transactions, including cash, in accordance with organisational procedures and within prescribed limits
  • 3.2 Handle credit card and electronic funds transfer transactions correctly and in accordance with the organisation's procedures
  • 3.3 Accurately balance income to receipts
  • 3.4 Accurately note irregularities and take appropriate action promptly
automated
manual

face-to-face
by phone
by email
by fax

loan periods and their provisions
overdue items
damaged or missing items
customer access
effects on customer access of particular behaviour
financial matters

checking for damage, missing pages/pieces or need for repair
processing
dispatch
collection for reservations
removal from access

fines
reservation charges

Critical aspects for assessment and evidence required to demonstrate competency

Evidence of the following is essential:

knowledge of loan processing and other circulation services procedures
ability to process loans within required time constraints and in accordance with procedures
courteous customer communication.

Context of and specific resources for assessment

Assessment must ensure:

use of current industry systems and equipment for loan processing
interaction with others to reflect the customer service skills in this unit
access to relevant policies and procedures manuals and loan processing systems.

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:

direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
direct observation of the candidate processing loan transactions and answering customer enquiries
oral or written questioning to assess knowledge of circulation procedures.

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

CUECOR03B Provide quality service to customers.

Replaces
State Code National Code Title Type
C7135 CULLB206B Assist with circulation services Unit of competency
C1472 CULLB203A Develop own information literacy skills Unit of competency
Replaced By
State Code National Code Title Type
D9426 CULINS201A Assist with circulation services Unit of competency