Unit of competency Outline

Date retreived
22/07/2026 7:57 PM AWST

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Develop and document case recommendations

Develop and document case recommendations

Unit of competency
National Code
FNSMCA401
State Code
AUS25
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
25/03/2015
View on TGA
State Implementation and Classification
Approved Date
16/09/2015
Field of Education
100705 - Written Communication
Original Release Date
16/09/2015
Nominal Hours
20
Description
This unit describes the skills and knowledge required to develop, compile and document recommendations from debt collection cases.It applies to individuals who are required to develop and document case recommendations as part of their role as a mercantile agent in debt management and collection.Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.
Notes
Elements and Performance Criteria
1. Assemble information
  • 1.1 Gather and review debt collection case information for relevance to format of report required by client
  • 1.2 Check debt collection case information for accuracy, relevance and compliance with legislative requirements
  • 1.3 Collate appropriate debt collection case information into logical and coherent outcome
2. Compile report and recommendations
  • 2.1 Determine recommendation for further action, or no action, based on outcome, taking into account requirements and expectations of client
  • 2.2 Produce report with recommendations in format instructed by client
3. Verify recommendations with client
  • 3.1 Present and discuss contents of report with client, clarifying any of client's queries and issues arising from report
  • 3.2 Finalise and provide report to client when recommendations are agreed on
No information
No information
Replaces
State Code National Code Title Type
D4259 FNSMCA401A Develop and document case recommendations Unit of competency
Replaced By
State Code National Code Title Type
OCZ39 FNSMCA411 Evaluate debt collection actions and develop recommendations Unit of competency
State Code National Code Title Type
AVY9 FNS30415 Certificate III in Mercantile Agents Qualification