Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 3.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify suitable suppliers online

1.1 Identify purpose for goods or services to be procured

1.2 Conduct research to identify potential suppliers of required goods/services by accessing a range of digital sources/marketplaces

1.3 Assess service provider confidentiality, security and privacy facilities in accordance with individual and organisational requirements

1.4 Assess potential products/services for authenticity

1.5 Select most appropriate supplier of goods/services, in accordance with organisational budget, policies, and procedures

2. Procure goods or services online

2.1 Engage with supplier in a professional and appropriate manner via the relevant online platform

2.2 Identify risks in the digital transfer of information and take steps to ensure that information is secured in accordance with organisational requirements

2.3 Place purchase order with the relevant supplier using appropriate online functions to obtain required goods/services

2.4 Report any difficulties in accessing or using online facilities to the supplier as required

2.5 Make payment or receive invoice to complete transaction in accordance with terms of online transaction and organisational policies and procedures

3. Maintain records of online transactions

3.1 Maintain banking and other records of transactions in accordance with organisational policy, procedures and level of authority

3.2 Compare organisational records with online records and deal with irregularities according to organisational policy and procedures

3.3 Review goods/services obtained, assessing quality, timeliness, and level of customer service

Skill 

Description 

Learning

• Accesses a range of online information and contextualises to transaction requirements

Reading

• Recognises and interprets numerical information within online content and organisational requirements to establish and complete required tasks and determine quality of content

Writing

• Ensures specific and relevant language is used to communicate required information, and information is accurately maintained

Oral Communication

• Articulates requirements clearly using listening and questioning techniques to clarify and confirm understanding
• Delivers specific and factual information appropriate to audience and environment

Navigate the world of work

• Recognises and follows explicit and implicit protocols and meets expectations associated with own role

Interact with others

• Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role

Get the work done

• Develops plans to manage relatively complex, non-routine tasks with an awareness of how they may contribute to longer-term operational and strategic goals
• Recognises a range of familiar problems and seeks assistance from appropriate parties
• Uses a range of online applications to access, filter and extract information and process transactions

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBITU315 Purchase goods and services online

BSBITU305 Conduct online transactions

Updates to unit title, application statement, elements, performance criteria and assessment requirements

Equivalent unit

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 3.0.