Unit of competency
Modification History
Release 1.
Supersedes and is equivalent to CPPCMN3005A.
Unit of competency upgraded to reflect Standards for Training Packages 2012.
This version first released with CPP Property Services Training Package Version 6.
Application
This unit of competency specifies the skills and knowledge required to complete client documentation in the property services industry.
It includes gathering and verifying the information required to complete client documentation, and processing client documentation.
The unit supports the work of those engaged in servicing in a range of property services contexts.
No licensing, legislative, regulatory, or certification requirements apply to this unit of competency at the time of endorsement.
Pre-requisite Unit
Nil
Competency Field
Unit Sector
Common
Elements and Performance Criteria
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Elements describe the essential outcomes. |
Performance criteria describe what needs to be done to demonstrate achievement of the element. |
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1. Collate information required for processing client documentation. |
1.1 Confirm client contact details. 1.2 Confirm details of products and services supplied to client and verify quoted prices. 1.3 Record time spent in providing service to client. 1.4 Confirm guarantees or warranty arrangements for products and services. 1.5 Check terms of client payment. 1.6 Check discrepancies between costs quoted to client and actual cost of products and services, and undertake required follow-up to collect shortfall. |
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2. Process client documentation. |
2.1 Prepare documentation containing complete details of product or service provided. 2.2 Calculate cost of providing product or service, and record price in client documentation. 2.3 Check documentation for accuracy and amend as necessary prior to providing to client. 2.4 Provide and explain documentation to client, including advice on follow-up service if required. 2.5 Maintain privacy and confidentiality of client information and documentation. |
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3. Finalise client documentation process. |
3.1 Address client queries or complaints. 3.2 Collect payments from client and issue receipts. |
Foundation Skills
This section describes the language, literacy, numeracy and employment skills essential to performance in this unit but not explicit in the performance criteria:
- reading skills to review and check:
- client details
- products and services documentation
- guarantees and warranties
- writing skills to prepare client documentation
- numeracy skills to use methods and tools to calculate and check price of products and services provided for clients.
Range of Conditions
Not applicable
Unit Mapping Information
Supersedes and is equivalent to CPPCMN3005A Complete client documentation.
Links
Companion volumes to this training package are available at the VETNet website - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6f3f9672-30e8-4835-b348-205dfcf13d9b
