Elements and Performance Criteria

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.


delegations

authority levels

payment process

organisation accounting systems

timeframes

filing requirements

other relevant details


the authority limits and will vary from one organisation to another


raising a credit or a debit note


computerised, and data recording and updating may be electronic in the majority of cases.


coding according to organisation requirements (entering statistical data)


hard copies/paper or they may be electronic


filing of hardcopies or entry and storage in a computer system


legislation

regulations

organisation operating procedures

codes of practice, where applicable

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

To achieve competency in this unit, a person must be able to demonstrate:

attention to detail and accuracy and understanding of the relevant legislation and organisation policy

Evidence required for demonstration of consistent performance:
Competence in this unit must be assessed over a period of time in order to ensure consistency of performance over the Range Statement and contexts applicable to the work environment.

Delivery/assessment relationship to other units:
This unit can be assessed independently.

Method of assessment:
For valid and reliable assessment of this unit, evidence should be gathered through a range of methods to indicate consistent performance.
Assessment of this unit of competence will usually include observation of processes and procedures, oral and/or written questioning on underpinning knowledge and skills to ensure knowledge principles are both known and applied. Other methods such as case study and analysis, workplace records/documentation review, may be used as required

Context of assessment:
Assessment of performance requirements in this unit should be undertaken within the general insurance industry context and should cover aspects of personal/financial responsibility and accountability.
Aspects of competency, including the attainment of relevant knowledge and skills, may be assessed in a relevant workplace, a closely simulated work environment, or other appropriate means that clearly meet industry competency requirements.

Resources required for assessment:
Unless otherwise specified, there are no significant resource implications for assessment of this unit, apart from access to a relevant workplace or closely simulated office environment and the use of a range of office equipment, technology and consumables. These may include routine commercial computer hardware, software, telephones, facsimiles, and other relevant office equipment.