Elements and Performance Criteria

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, 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.
Organisational requirements may include:
availability of information
electronic linked diaries and schedules
linking personal and executive diaries
priority clients and personnel
protocols in contacting other personnel within and outside organisation
recording systems
Planning tools may include:
appointment book
appointment view and planner view in electronic scheduling systems
calendar
desk diary
electronic calendar or diary
in/out boards and whiteboards
manual planners
planning wall chart
Diary and schedule items may include:
conferences
deadlines
leave (for both immediate person and others whose absence affects the person)
meetings
recurring appointments
teleconferences
travel
Recurring appointments may include:
board meetings
committee meetings
staff meetings
Alternative arrangements may include:
cancelling pre-arranged appointments
inserting additional appointments after a schedule has been prepared
re-scheduling existing appointments
Appointments may be recorded in:
calendar
diary
electronic system
filing system
paper system
Organisational policy and procedures may include:
adequate time between appointments
leave
limit on total appointments in any one day
lunch breaks
OHS issues
stress minimisation
sufficient time to complete projects and to meet deadlines
time off in lieu

EVIDENCE GUIDE
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:
maintaining schedules which meet individual and organisational needs
prioritising and negotiating competing demands.
Context of and specific resources for assessment
Assessment must ensure:
access to an actual workplace or simulated environment
access to office equipment and resources
access to a range of diaries, planners and calendars to record and schedule appointments.
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
review of authenticated documents from the workplace or training environment
analysis of responses to case studies and scenarios
demonstration of techniques in a workplace or simulated environment
review of testimony from team members, colleagues, supervisors or managers.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
other general administration units.