Elements and Performance Criteria

Enterprise may vary in size, type and location, in the range of work activities conducted, hours of operation and in the number and type of staff
Applications may include, but not limited to the involvement in the preparation of budgets, calculations involving invoices or order forms, sales calculations, calculation of costs, enterprise financial duties, calculation or estimation of quantities, materials, equipment settings or time requirements, wages and leave entitlement

Legislative requirements include State/Territory legislation related to OH&S and award provisions
Enterprise policies and procedures are followed regarding privacy and confidentiality

Manufacturer/component supplier specifications, enterprise operating procedures, customer requirements and industry/ workplace codes of practice
Numerical information may also be sourced from enterprise-specific documents, invoices, statements, stock records, job cards, repair quotations, personal records, time sheets, computer records, equipment or material supply quotations and supplier invoices or statements

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:

collecting and organising numerical information
interpreting numerical information and presenting results in accordance with workplace requirements
applying numerical information to perform workplace tasks
communicating effectively with others involved in or affected by the work

Underpinning knowledge
Basic knowledge of legislation and statutory requirements, including OH&S
Basic knowledge of enterprise policies and procedures in relation to the collection, storage and application of numerical information
Basic mathematical concepts
Calculations including addition, multiplication, subtraction, division and percentages
Calculations involving whole numbers and fractions

Specific key competencies, underpinning and employability skills required to achieve the performance criteria
These include a number of processes learned throughout work and life, which are required in most jobs. Some of these are covered by the national key competencies, although others may be added. The details below highlight how these competencies are applied in the attainment of this unit.

Application of the key competencies in this unit are to satisfy the nominated level in which:

Level 1 - relates to working effectively within set conditions and processes;
Level 2 - relates to management or facilitation of conditions or processes; and
Level 3 - relates to design, development and evaluation of conditions or process.
How will the candidate apply the following key competency in this unit? The candidate will need to:

Collect, analyse and organise information
Collect, organise and understand information related to collating figures, calculation and analysis
(Level 1)

Communicate ideas and information
Communicate ideas and information to use calculations in reports, emails and memos
(Level 1)

Plan and organise activities
Plan and organise activities using numbers/calculations in plans/budgets
(Level 1)

Work with others and in a team
Work with others and in a team by presentations involving team members
(Level 1)

Use mathematical ideas and techniques
Numerical skills in the selection and application of mathematical processes, including at a minimum; addition, subtraction, multiplication and division
(Level 1)

Solve problems
Establish diagnostic processes which use numbers/calculations/ estimations when preparing budgets
(Level 1)

Use technology
Technical skills in the use of calculators or computers
(Level 1)

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 context as the means by which the candidate achieves industry competencies

Method of assessment
It is preferable that assessment reflects a process rather than an event and occurs over a period of time to cover the varying circumstances. Evidence of performance may be provided by customers, team leaders/members or other persons, subject to agreed authentication arrangements

Specific resource requirements for this unit

The following should be made available:

a workplace or simulated workplace
documentation, such as enterprise or sample documents, invoices, statements, stock records, job cards, repair quotations, personnel records, time sheets and supply quotations
equipment for calculations, such as calculators or computers
a qualified workplace assessor