Unit of competency Outline

Date retreived
22/07/2026 3:11 PM AWST

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Complete client documentation

Complete client documentation

Unit of competency
National Code
CPPCMN3005
State Code
AXG25
TGA Status
Current
DTWD Status
Approved
Current Release Number
1.00
Current Release Date
15/11/2018
View on TGA
State Implementation and Classification
Approved Date
07/01/2019
Field of Education
030905 - Building Services Engineering
Original Release Date
07/01/2019
Nominal Hours
10
Description
This unit of competency specifies the skills and knowledge required to complete client documentation in the property services industry. It includes gathering and verifying the information required to complete client documentation, and processing client documentation.The unit supports the work of those engaged in servicing in a range of property services contexts.No licensing, legislative, regulatory, or certification requirements apply to this unit of competency at the time of endorsement.
Notes
Elements and Performance Criteria
1. Collate information required for processing client documentation.
  • 1.1 Confirm client contact details.
  • 1.2 Confirm details of products and services supplied to client and verify quoted prices.
  • 1.3 Record time spent in providing service to client.
  • 1.4 Confirm guarantees or warranty arrangements for products and services.
  • 1.5 Check terms of client payment.
  • 1.6 Check discrepancies between costs quoted to client and actual cost of products and services, and undertake required follow-up to collect shortfall.
2. Process client documentation.
  • 2.1 Prepare documentation containing complete details of product or service provided.
  • 2.2 Calculate cost of providing product or service, and record price in client documentation.
  • 2.3 Check documentation for accuracy and amend as necessary prior to providing to client.
  • 2.4 Provide and explain documentation to client, including advice on follow-up service if required.
  • 2.5 Maintain privacy and confidentiality of client information and documentation.
3. Finalise client documentation process.
  • 3.1 Address client queries or complaints.
  • 3.2 Collect payments from client and issue receipts.
No information
No information
Replaces
State Code National Code Title Type
WE752 CPPCMN3005A Complete client documentation Unit of competency
State Code National Code Title Type
BEC4 CPP31218 Certificate III in Swimming Pool and Spa Service Qualification