Unit of competency Outline

Date retreived
23/07/2026 4:55 AM AWST

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Organise business travel

Organise business travel

Unit of competency
National Code
BSBADM406B
State Code
D0548
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
10/03/2009
View on TGA
State Implementation and Classification
Approved Date
09/07/2014
Field of Education
080901 - Secretarial And Clerical Studies
Original Release Date
09/07/2014
Nominal Hours
20
Description
This unit describes the performance outcomes, skills and knowledge required to organise domestic and overseas business travel, including developing associated itineraries, booking travel and accommodation, preparing travel related documentation and making travel arrangements.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1. Organise business itinerary for domestic and overseas travel
  • 1.1. Confirm purpose and requirements of domestic and overseas travel including planned itinerary, budget, meeting requirements and traveller preferences
  • 1.2. Identify points of contact and names of contact persons, and make and confirm arrangements for meetings in accordance with planned itinerary
  • 1.3. Prepare daily itineraries with appointments, arrival and departure times, accommodation and other itinerary details in accordance with travel purpose
  • 1.4. Source, prepare and provide documents and support material for meetings within designated time lines
  • 1.5. Prepare itinerary in accordance with meeting requirements and traveller's occupational health and safety (OHS) requirements
  • 1.6. Provide itinerary and meeting documents to the traveller within designated time lines
2. Make travel arrangements
  • 2.1. Make bookings in accordance with organisational policies and procedures for business travel
  • 2.2. Identify and arrange travel documents in accordance with itinerary and individual requirements
  • 2.3. Confirm and check travel arrangements and despatch confirmation documents to the traveller within designated time lines
  • 2.4. Negotiate and confirm alternative arrangements in response to changed requirements
  • 2.5. Record travel details and itinerary in accordance with organisational requirements
  • 2.6. Negotiate and confirm communication arrangements in accordance with organisational requirements
3. Arrange credit facilities
  • 3.1. Check and confirm methods of payment
  • 3.2. Make credit arrangements in accordance with organisational policy and 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, 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.
Purpose and requirements may include considering:
available accommodation
budget
class of accommodation
class of travel
connections and transfers
mode of travel
time differences
time management
transport timetables
Other itinerary details may include:
arrangements for meals
contact names and numbers of all personnel involved
required documentation for each appointment
suggested leisure activities
transport arrangements
local money details and accessibility of banks and automatic teller machines (ATMs) where applicable
Material for meetings may include:
business proposals
catalogues
contracts
electronic presentations
information technology (e.g. laptop, computer software)
meeting papers
office supplies
overhead transparencies
presentation kits
prior work completed for the client
product prototypes or samples
product samples
promotional brochures
reports
telecommunications equipment (e.g. mobile phone, teleconferencing equipment)
tenders
Traveller's occupational health and safety (OHS) requirements may include:
leisure time
limit on total amount of travel per day
limit on total appointments in any one day
lunch breaks
rest periods
time between appointments
time for connections and transfers
travelling time to reach venues
Bookings may include:
online
telephone
travel agent
Travel documents may include:
accommodation confirmation email, facsimile or letter
business schedule and contact details
electronic or printed airline itinerary
e-ticket and/or paper ticket
health or medical-related documentation
insurance details and contacts
list of contacts including overseas if applicable
maps
meeting agenda and other documents
passport
timetable/s
travel itinerary
travel vouchers and accommodation guides
visa/s
Recording travel details may include:
individual travel file for each key aspect of the trip
making electronic copies of critical travel documents such as passport details page, airline tickets, itinerary
separate file for each business trip
using a diary
using a prepared checklist
using the organisation's standard checklist
Communication arrangements may include:
email and facsimile access
mobile access
points of contact
Methods of payment may include:
accounts established with the organisation
company credit cards
purchase order
special arrangement made between the organisation and individual suppliers
providing the traveller with a cash advance
reimbursing traveller for payments made on presentation of receipts
Credit arrangements may include:
cab charges
currency
debit or credit cards
electronic funds transfer
petty cash
travellers cheques
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:
organising business-related travel for others, including scheduling and developing itineraries and travel-related documents
efficiently booking and organising travel within budgets and time constraints to meet traveller and organisation needs.
Context of and specific resources for assessment
Assessment must ensure:
access to:
office equipment including telecommunications equipment
travel-related reference material, such as accommodation and transport suppliers
appointment books, scheduling software, diaries and other recording and scheduling systems
preferred suppliers, contact details, websites
maps.
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
demonstration of techniques.
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.
Replaces
State Code National Code Title Type
C3673 BSBADM406A Organise business travel Unit of competency
Replaced By
State Code National Code Title Type
AUK13 BSBADM406 Organise business travel Unit of competency