Unit of competency Outline

Date retreived
22/07/2026 12:12 PM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Establish relations with customers

Establish relations with customers

Unit of competency
National Code
AURACA2001
State Code
WF003
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
17/01/2013
State Implementation and Classification
Approved Date
19/08/2014
Field of Education
080501 - Sales
Original Release Date
19/08/2014
Nominal Hours
20
Description
This unit of competency covers the skills and knowledge required to establish effective relations with customers. Licensing, legislative, regulatory or certification requirements may apply to this unit in some jurisdictions. Users are advised to check with the relevant regulatory authority.
Notes
Elements and Performance Criteria
1. Establish contact with customer
  • 1.1. A welcoming customer environment is maintained
  • 1.2. Customer is greeted warmly according to enterprise policies and procedures
  • 1.3. An effective service environment is created through verbal and non-verbal presentation according to enterprise policies and procedures
2. Clarify specific needs of a customer
  • 2.1. Customer needs are determined through questioning and active listening
  • 2.2. Customer needs are accurately assessed against the products/services of the enterprise
  • 2.3. Customer details are documented clearly and accurately in required format
3. Provide information and advice
  • 3.1. Features and benefits of products/services provided by the enterprise are described/recommended to meet customer needs
  • 3.2. Information to satisfy customer needs is provided
  • 3.3. Alternative sources of information/advice are discussed with the customer
  • 3.4. Alternatives are followed up
4. Follow up customer needs
  • 4.1. Further information is dispatched to customer
  • 4.2. Gaps in available information are identified and referred to relevant persons for action
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, 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.
Business types
Enterprise may vary in size, type and location, and in the range of merchandise and services provided and in delivery policies
Customers
Customers may be regular or new and may have routine or special requests. They may include persons from a range of social, cultural or ethnic backgrounds and have physical and intellectual abilities. Regardless, all customers are made feel welcome, valued and, at the end of the process, satisfied. Customer contact may be face-to-face, by telephone or electronic means or in writing
Customer service
Customer service may include:
all enterprise activities, internal and external customers and follow-up in event of delays in service provision
Customer needs
Customer needs may require information regarding:
products or services available, quality of products or services, complementary products or services, enterprise facilities and services, and the location of specific items
Staff
Staff may be full-time, part-time or casual and vary in terms of training, product knowledge and in staffing levels. Staff may be operating in routine or busy trading conditions
Information/documents
Information/documents may include:
enterprise policies and procedures relating to customer service, equipment and product manufacturer/component supplier specifications, enterprise operating procedures, industry/workplace codes of practice and customer requirements
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the 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
It is essential that competence is fully observed and there is ability to transfer competence to changing circumstances and to respond to unusual situations in the critical aspects of:
consistently applying enterprise policies and procedures and industry codes of practice in regard to customer service
providing a quality service environment by treating customers in a courteous and professional manner through all stages of the procedure
using effective questioning/active listening and observation skills to identify customer needs
communicating effectively with others involved in or affected by the work.
Context of and specific resources for assessment
This unit may be assessed in conjunction with other units that form part of the job role or function.
Elements of competence contain both knowledge and practical components. Knowledge components may be assessed off the job. Practical components should be assessed on the job or in a simulated work environment.
Evidence is best gathered using the products, processes and procedures of the individual workplace as the means by which the candidate achieves industry competencies.
The following should be made available:
a workplace or simulated workplace
documentation, such as enterprise policy and procedure manuals relating to customer service, enterprise telephone directory, legislation and codes of practice
a range of customers with different requirements (real or simulated)
a communication system or a range of communication equipment
enterprise products/services, features and benefits
a qualified workplace assessor.
Method of assessment
It is preferable that assessment reflects a process rather than an event and occurs over a period of time to cover varying circumstances. Evidence of performance may be provided by customers, team leaders/members or other persons, subject to agreed authentication arrangements.
Replaces
State Code National Code Title Type
W2829 AURC270421A Establish relations with customers Unit of competency
Replaced By
State Code National Code Title Type
AXE93 AURACA001 Respond to customer needs and enquiries in an automotive workplace Unit of competency
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