Unit of competency Outline

Date retreived
23/07/2026 1:09 AM AWST

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Perform office procedures

Perform office procedures

Unit of competency
National Code
SITXADM001A
State Code
S6484
TGA Status
Deleted
DTWD Status
Deleted
Current Release Number
1.00
Current Release Date
01/01/2011
View on TGA
State Implementation and Classification
Approved Date
24/05/2012
Field of Education
080901 - Secretarial And Clerical Studies
Original Release Date
24/05/2012
Nominal Hours
20
Description
This unit describes the performance outcomes, skills and knowledge required to complete a range of routine office procedures and activities, including writing simple correspondence. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.It does not cover specific financial skills which are found in other units such as SITXFIN001A Process financial transactions. Development of more complex documents and correspondence is covered in SITXADM003A Write business documents.
Notes
Elements and Performance Criteria
1 Process office documents.
  • 1.1 Process office documents according to organisation procedures and within designated timelines.
  • 1.2 Use office equipment safely and correctly to process documents.
  • 1.3 Identify, rectify or report office equipment malfunctions promptly and according to organisation procedures.
2 Draft written communication.
  • 2.1 Select appropriate format and style for correspondence according to purpose, audience and situation.
  • 2.2 Draft documents according to organisation formats and protocols.
  • 2.3 Use clear and concise language appropriate to purpose, audience and situation.
  • 2.4 Use correct spelling, punctuation and grammar to ensure understanding by receiver.
  • 2.5 Check information for accuracy prior to sending.
3 Maintain document systems.
  • 3.1 File or store documents according to organisation security procedures.
  • 3.2 Modify and update reference and index systems according to organisation procedures.
RANGE STATEMENT
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 in the performance criteria is detailed below.

Office documents to be processed may include:
guest mail
customer records
incoming and outgoing correspondence
files
letters
facsimiles
memos
reports
menus
banquet orders
financial records
invoices
receipts.


Office equipment may include:
photocopiers
facsimiles
computers
paging equipment
calculators
audio-transcribing machines
telephone answering machines.


Processing of documents may include:
recording sent or received documents
filing, including electronic filing
mailing, including bulk mailing
photocopying
faxing
emailing
collating
binding.


Correspondence to be drafted must include a selection from each of the following:
letters
emails
faxes
memos.
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
ability to draft multiple pieces of clear, concise and correct written communication, with different purposes, appropriate to the audience and situation
ability to process a range of office documentation accurately and undertake a range of office tasks using different equipment ideally across a complete shift or operating period to address a range of office tasks
completion of office administrative activities within typical workplace time constraints.


Context of and specific resources for assessment
Assessment must ensure:
demonstration of skills within a fully equipped office environment using appropriate computers, printers and other office equipment such as facsimile machines, photocopiers and software programs currently used in the tourism and hospitality industries to assist with administrative functions.


Methods of assessment
A range of assessment methods should be used to assess the practical skills and knowledge required to perform office procedures. The following examples are appropriate for this unit:
review of documents processed or produced by the candidate
project to develop a portfolio of documentation or correspondence associated with a particular job, event or project
questions to evaluate selection of appropriate type and format of correspondence for particular audiences, purposes and situations
observation of candidate's safe and correct usage of office equipment
review of portfolios of evidence and third-party workplace reports of on-the-job performance by the candidate.
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
SITXCOM004A Communicate on the telephone
BSBCMN205B Use business technology.


Assessing employability skills
Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.
Employability skills embedded in this unit should be assessed holistically with other relevant units that make up the skill set or qualification and in the context of the job role.
Replaces
State Code National Code Title Type
E1987 THHGGA02B Perform office procedures Unit of competency