Modification History
Not Applicable
Unit Descriptor
Unit descriptor |
This unit of competency specifies the outcomes required to respond effectively to client enquiries and complaints regarding company services. The worker needs to handle formal or informal enquiries, as well as negative feedback and complaints from clients, about products and services. The unit requires the worker to accept responsibility for processing client enquiries or complaints and communicating with clients to resolve issues. It also requires the worker to have research ability and administrative skills in order to satisfy complex client needs, and to be familiar with products and services that may vary widely. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement. |
Application of the Unit
Application of the unit |
The unit may be expected to apply to a worker who has significant contact with external clients. The worker could provide information on routine, well-defined services or products to clients, or deal with enquiries or complaints of a more complex nature. This unit of competency supports employees without managerial or supervisory responsibilities. Performance would usually be carried out under routine supervision, within company guidelines. |
Licensing/Regulatory Information
Refer to Unit Descriptor
Pre-Requisites
Prerequisite units |
Nil |
Employability Skills Information
Employability skills |
This unit contains employability skills. |
Elements and Performance Criteria Pre-Content
Elements describe the essential outcomes of a unit of competency. |
Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide. |
Elements and Performance Criteria
ELEMENT |
PERFORMANCE CRITERIA |
1 . Identify nature and type of enquiry or complaint . |
1.1 Client is addressed in a courteous and business-like manner according to company requirements . 1.2 Details of enquiry or complaint are confirmed through suitable communication with client according to company requirements. 1.3 Client needs and degree of urgency are established promptly according to company requirements. 1.4 Details of enquiry or complaint are recorded to ensure accurate records are maintained according to company and legislative requirements . 1.5 Impact of relevant legislative and company requirements for handling enquiries and complaints is identified. 1.6 Arrangements and follow-up are made for enquiries or complaints requiring additional research, according to company requirements. |
2 . Research information relevant to enquiry or complaint . |
2.1 Information relevant to client needs is identified from company and industry sources according to company requirements. 2.2 Records are reviewed to establish history of service according to company requirements. 2.3 Site is inspected, where appropriate with client, to consider enquiry or confirm existence of problem according to company requirements. 2.4 Probability of associated problems is assessed using available information according to company requirements. 2.5 Advice is sought from appropriate personnel where necessary on nature of problem and proposed solution according to company requirements. |
3 . Refer enquiries or complaints . |
3.1 Enquiries or complaints that require referral to other personnel or external bodies are identified according to legislative and company requirements. 3.2 Referrals to appropriate personnel are made for follow-up according to individual level of responsibility and company requirements. 3.3 Documents and investigation reports are forwarded to appropriate personnel according to company requirements. 3.4 Follow-up is made with appropriate personnel to gain prompt decisions according to company requirements. |
4 . Communicate with clients and /or their agents to resolve issue . |
4.1 Need for written, verbal or personal response is established according to nature of enquiry and company requirements. 4.2 Response to enquiry or complaint is prepared and communicated according to company requirements. |
5 . Satisfy complex client needs . |
5.1 Possibilities for meeting client needs are explained to client according to legislative and company requirements. 5.2 Clients are assisted to evaluate product and service options to satisfy their needs according to legislative and company requirements. 5.3 Preferred action is determined and prioritised according to legislative and company requirements. 5.4 Potential difficulties in client service delivery are identified and appropriate action is taken according to legislative and company requirements. |
6 . Update relevant files and records . |
6.1 Business documentation is completed according to company requirements. 6.2 Relevant staff members are promptly advised of work allocations according to company requirements. 6.3 Information on type and source of enquiries is collated to enable subsequent data analysis according to company requirements. |
7 . Update policy and procedures where required . |
7.1 Information on identified problem and solution is provided to management to assist in updating company policy and procedures according to company requirements. 7.2 Staff members are debriefed on the nature of problems and implemented solutions to reduce incidence of recurrence according to legislative and company requirements. |
Required Skills and Knowledge
REQUIRED SKILLS AND KNOWLEDGE |
This section describes the skills and knowledge required for this unit. |
Required skills |
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Required knowledge |
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Evidence Guide
EVIDENCE GUIDE |
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The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package. |
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Overview of assessment |
This unit of competency could be assessed by observing responses to a range of client enquiries and complaints. |
Critical aspects for assessment and evidence required to demonstrate competency in this unit |
A person who demonstrates competency in this unit must be able to provide evidence of the required skills and knowledge specified in this unit. In particular the person should demonstrate the ability to:
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Context of and specific resources for assessment |
Assessment of essential underpinning knowledge may be conducted in an off-site context. It is to comply with relevant regulatory or Australian standards' requirements. Resource implications for assessment include access to:
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Method of assessment |
Assessment methods must:
This unit could be assessed on its own or in combination with other units relevant to the job function. |
Guidance information for assessment |
Reasonable adjustments for people with disabilities must be made to assessment processes where required. This could include access to modified equipment and other physical resources, and the provision of appropriate assessment support. Assessment processes and techniques should as far as is practical take into account the language, literacy and numeracy capacity of the candidate in relation to the competency being assessed. |
Range Statement
RANGE STATEMENT |
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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, if used 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. |
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Clients may be internal and external and include: |
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Company requirements may include: |
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Complaints may range from: |
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Communication may include: |
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Client needs may relate to: |
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Legislative requirements may include: |
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Information may be: |
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Records may include: |
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Appropriate personnel may include: |
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Solutions may involve: |
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Responses may include: |
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Business documentation may include: |
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Unit Sector(s)
Unit sector |
Common |
Competency field
Competency field |