Business and Administration
QCF units of assessment Level 2
Draft 08 3rd September 2013
Prepared for Skills CFA by Denise Clarke Ltd
©2012 Skills CFA
Contents
No.
Detail
B&A 13
Produce business documents
B&A 14
Collate and report information
B&A 15
Maintain and operate information storage and retrieval systems
B&A 16
Use a diary system
B&A 17
Take minutes of meetings
B&A 18
Handle mail
B&A 19
Provide reception services
B&A 20
Prepare text using touch typing
B&A 21
Prepare text from shorthand
B&A 22
Prepare text from recorded audio instruction
B&A 23
Understanding the use of research in business
B&A 24
Archive information
B&A 25
Use and maintain office equipment and supplies
B&A 26
Contribute to the organisation of an event
B&A 27
Organise business travel and/or accommodation
B&A 28
Provide administrative support for meetings
B&A 29
Administer human resource records
B&A 30
Administer the recruitment and selection process
B&A 31
Administer parking dispensations
B&A 32
Finance for administrators
B&A 33
Communication in a business environment
B&A 34
Buddy a colleague to develop their skills
B&A 35
Competence-based synoptic unit
©2012 Skills CFA
Page
Report - 03.12 • Page 2
Version Control
Date
15/07/13
22/07/13
01/08/13
27/08/13
20/08/13
29/08/13
29/08/13
03/09/13
©2012 Skills CFA
Version
0.1
0.2
0.3
0.4
0.5
0.6
0.7
2.0
Purpose / changes
1st draft
Review of 1st draft
2nd draft
Employer feedback
AOs’ comments
AO feedback
Accepted track
changes
EV comments
Author
Denise Clarke
Anthea Hollist
Denise Clarke
Denise Clarke
Anthea Hollist
Denise Clarke
Anthea Hollist
Denise Clarke
Report - 03.12 • Page 3
Title
Produce business documents
Skills CFA Reference
B&A 13
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand how to prepare business
documents
2. Be able to prepare business documents
3. Be able to distribute business
documents
©2012 Skills CFA
1.1 Explain the requirements for language,
tone, image and presentation for
different documents
1.2 Explain how to integrate images into
documents
1.3 Describe the features and use of
corporate identity in document
production
1.4 Explain the requirements of data
protection, copyright and intellectual
property relating to document
production
1.5 Describe organisational procedures to
be followed in the production of
different versions of a document
1.6 Describe security requirements relating
to document production
2.1 Confirm the purpose, readership,
content, style, format and deadlines
(CT2, IE2)
2.2 Use document production resources in
line with organisational guidelines
2.3 Use correct grammar, spelling,
punctuation and syntax
2.4 Produce documents that meet the
specification within the agreed
timescale (CT3, CT4)
3.1 Provide final documents to authorised
readers in the appropriate medium for
the reader
3.2 Specify restrictions and distribution lists
in accordance with the specification
3.3 Maintain the requirements of security
in the production, distribution and
Report - 03.12 • Page 4
storage of documents
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
This unit concerns
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 5
Title
Collate and report information
Skills CFA Reference
B&A 14
Level
2
Credit Value
GLH
Unit Reference No.
This unit is optional
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand information collation and
reporting
1.1 Explain the purpose and readership of
reports
1.2 Describe the different ways that
information can be organised
1.3 Explain why information should be
presented in different ways for different
purposes
1.4 Explain the purpose of text and
diagrams in reports
1.5 Explain the requirements relating to
confidentiality, data protection,
intellectual property and copyright
2. Be able to collate information
2.1 Ensure that information collected is
complete, accurate and up to date
2.2 Validate information against agreed
criteria
2.3 Organise information in a way that will
enable meaningful analysis (CT1, EP3)
2.4 Meet agreed timescales in the collation
of information
3. Be able to report information
3.1 Manipulate information into reports in
agreed formats (IE3, IE4)
3.2 Present information in the format and
house style that is appropriate to user
requirements (CT5, CT6)
3.3 Build feedback from stakeholders and
contributors into reports
3.4 Present reports of requested
information to authorised people in
agreed formats within the agreed
timescale
3.5 Create links and footnotes in a way that
clarifies text
3.6 Specify reference sources and version
©2012 Skills CFA
Report - 03.12 • Page 6
control in accordance with agreed
requirements
3.7 Distribute reports to authorised readers
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
This unit concerns
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 7
Title
Maintain and operate information storage and retrieval systems
Skills CFA Reference
B&A 15
Level
2
Credit Value
GLH
Unit Reference No.
This unit covers hard and soft copy data and information
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand information storage,
retrieval and archiving techniques
1.1 Describe systems and procedures for
processing, storing and archiving
information
1.2 Describe different methods of locating
and reporting information
1.3 Describe legal and organisational
requirements for information security
and retention
1.4 Identify the features of different
information systems
1.5 Explain how to create filing systems so
that they facilitate information
identification and retrieval
1.6 Explain how to use a range of search
functions/methods to locate and
retrieve information
2. Be able to process information
2.1 Collect the required information within
the agreed timescale
2.2 Store files and folders using version
control and naming conventions in
accordance with organisational
procedures
2.3 Store information in approved locations
2.4 Adhere to organisational policies and
procedures, legal and ethical
requirements
3. Be able to retrieve information
3.1 Confirm information to be retrieved and
its intended use
3.2 Retrieve the required information
within the agreed timescale
3.3 Solve problems within the limits of their
competence and authority, reporting
others to the right person (IE1, IE6, EP4)
4. Be able to archive Information
4.1 Confirm information to be archived
©2012 Skills CFA
Report - 03.12 • Page 8
4.2 Archive information according to
organisational guidelines within agreed
timescales
4.3 Keep archive records up to date and
indexed according to organisational
guidelines
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
This unit concerns
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 9
Title
Use a diary system
Skills CFA Reference
B&A 16
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand diary systems
1.1 Describe the features of hard copy and
electronic diary systems
1.2 Explain any constraints relating to
making bookings of time, people or
facilities
1.3 Describe the basis on which booking
and/or changes were prioritised
2. Be able to use diary systems
2.1 Obtain the information needed to
manage a diary system
2.2 Make accurate and timely diary entries
2.3 Respond to changes in a way that
produces the best arrangements within
the circumstances
2.4 Make sure that everyone involved is
kept up to date with agreed
arrangements and locations
2.5 Keep diaries up to date
2.6 Maintain the requirements of
confidentiality
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
©2012 Skills CFA
This unit concerns
Skills CFA
15.3
Skills CFA
Report - 03.12 • Page 10
Availability for use
Unit available from
©2012 Skills CFA
Shared
Report - 03.12 • Page 11
Title
Take minutes of meetings
Skills CFA Reference
B&A 17
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand how to take minutes and
records of meetings
1.1 Explain the purpose and use of different
types of minutes and other meeting
records
1.2 Explain the legal requirements of formal
minutes
1.3 Describe the conventions for producing
records of formal and informal
meetings
1.4 Describe the responsibilities of a minute
taker
1.5 Explain why maintaining confidentiality
is important
1.6 Explain when and why to record who
proposed and seconded suggestions
and changes
2. Be able to take notes of meetings
2.1 Take accurate notes of the attendance,
proceedings, areas of discussion and
agreed actions of meetings
2.2 Note allocated responsibilities for
agreed actions
3. Be able to produce minutes and records
of meetings
3.1 Transcribe notes accurately into
meeting minutes or records using
correct language, grammar,
punctuation and syntax and in the
agreed style
3.2 Include agreed attachments and/or
appendices
3.3 Obtain approval for the final documents
3.4 Distribute minutes and/or other records
to the agreed distribution list
3.5 Maintain the requirements of
confidentiality
Additional Information about the unit
©2012 Skills CFA
Report - 03.12 • Page 12
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
This unit concerns
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 13
Title
Handle mail
Skills CFA Reference
B&A 18
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand how to deal with mail
1.1 Describe the purpose and use of
different postal services
1.2 Explain how to deal with “junk” mail
1.3 Describe what to do in the event of
problems arising
1.4 Explain the factors to be taken into
account when choosing postage
methods
1.5 Describe how to operate a franking
machine
1.6 Explain how to parcel up packages
securely
1.7 State organisational policies and
procedures on mail handling and
security
2. Be able to deal with incoming mail
2.1 Sort incoming mail according to
addressees
2.2 Deal with special request mail in
accordance with organisational
guidelines
2.3 Report suspicious or damaged items to
the right person in accordance with
organisational procedures
2.4 Distribute incoming mail and packages
to the right people according to the
agreed schedule
2.5 Deal with incorrectly addressed and
unsolicited mail in accordance with
organisational procedures
2.6 Deal with complaints within personal
levels of authority
3. Be able to deal with outgoing mail
3.1 Organise the collection of outgoing mail
and packages on time
3.2 Identify the best option for despatching
©2012 Skills CFA
Report - 03.12 • Page 14
mail according to the required degree
of urgency, size and value of the item
3.3 Despatch outgoing mail on time
3.4 Use courier services in accordance with
organisational procedures
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
This unit concerns
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 15
Title
Provide reception services
Skills CFA Reference
B&A 19
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand reception services
1.1 Explain the receptionist’s role in
representing an organisation
1.2 Explain an organisation’s structure and
lines of communication
1.3 Describe an organisation’s standards of
presentation
1.4 Describe methods of managing time
and prioritising work
1.5 Explain the health, safety and security
implications of visitors to a building
1.6 Explain how to deal with challenging
people
2. Be able to provide a reception service
2.1 Welcome visitors politely and promptly
in accordance with organisational
standards
2.2 Direct visitors to the person they are
visiting in accordance with
organisational procedures, explaining
any delays
2.3 Record visitors’ arrivals and departures
in accordance with organisational
procedures
2.4 Provide advice and accurate
information within organisational
guidelines on confidentiality
2.5 Keep the reception area tidy and
materials up to date
2.6 Answer and deal with telephone calls
within organisational expectations
2.7 Adhere to organisational procedures on
entry, security, health and safety
Additional Information about the unit
Unit purpose and aim(s)
©2012 Skills CFA
This unit concerns
Report - 03.12 • Page 16
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 17
Title
Prepare text using touch typing
Skills CFA Reference
B&A 20
Level
2
Credit Value
GLH
Unit Reference No.
This unit must be assessed by touch typing only
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand how to create text using
touch typing
1.1 Explain the purpose, use and readership
of a range of documents to be produced
1.2 Explain the use of different conventions
to be used for a range of documents
1.3 Explain the features and techniques of
touch typing to create documents
1.4 Explain the potential consequences of
incorrect spelling, punctuation,
grammar and syntax and inaccurate
content
1.5 Explain the accountabilities for content,
textual accuracy and presentation
1.6 Explain the use of different features to
create, check and store text and
documents
1.7 Describe procedures for the storage and
confidentiality of documents
2. Be able to use touch typing to create
text
2.1 Maintain accuracy whilst typing at the
required speed
2.2 Confirm that the text is correct and the
meaning clear, accurate and what is
intended
2.3 Meet the specification in terms of the
purpose, format and production
deadline
2.4 Use conventions and formats that are
appropriate to the nature of the
document
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
©2012 Skills CFA
This unit concerns
Report - 03.12 • Page 18
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 19
Title
Prepare text from shorthand
Skills CFA Reference
B&A 21
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Recognised forms of shorthand only (eg Pitman’s) This is not about
using informal or personal forms of note taking
Assessment Criteria
The learner will:
The learner can:
1. Understand how to use shorthand to
create text
1.1 Explain the purpose, use and readership
of a range of documents to be produced
1.2 Explain the use of different conventions
to be used for a range of documents
1.3 Explain the features and techniques of
shorthand to take notes
1.4 Explain the potential consequences of
incorrect spelling, punctuation,
grammar and syntax and inaccurate
content
1.5 Explain the accountabilities for content,
textual accuracy and presentation
1.6 Explain the use of different features to
create, check and store text and
documents
1.7 Describe procedures for the storage and
confidentiality of documents
2. Be able to use shorthand to prepare
text
2.1 Take dictated notes at the required
speed
2.2 Confirm that the text is correct and the
meaning clear and accurate and what is
intended
2.3 Meet the specification in terms of the
purpose, format and production
deadline
2.4 Use conventions and formats that are
appropriate to the nature of the
document
2.5 Produce text where the spelling,
punctuation and grammar is correct and
the text is accurate and makes sense
Additional Information about the unit
Unit purpose and aim(s)
©2012 Skills CFA
This unit concerns
Report - 03.12 • Page 20
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 21
Title
Prepare text from recorded audio instruction
Skills CFA Reference
B&A 22
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand the preparation of text
from recorded notes
1.1 Explain the purpose, use and readership
of a range of documents to be produced
1.2 Explain the use of different conventions
to be used for a range of documents
1.3 Explain how different speaking styles of
those giving dictation affect outputs
1.4 Explain the potential consequences of
not using correct spelling, punctuation,
grammar and syntax and inaccurate
content
1.5 Explain the accountabilities for content,
textual accuracy and presentation
1.6 Explain the use of different features to
create, check and store text and
documents
1.7 Describe procedures for the storage and
confidentiality of documents
2. Be able to prepare text from recorded
notes
2.1 Ensure the accuracy of text while
achieving the required typing speed
2.2 Confirm that the text is correct and the
meaning clear, accurate and what is
intended
2.3 Meet the specification in terms of the
purpose, format and production
deadline
2.4 Use conventions and formats that are
appropriate to the nature of the
document
2.5 Produce text where the spelling,
punctuation and grammar is correct and
the text is accurate and makes sense
Additional Information about the unit
Unit purpose and aim(s)
©2012 Skills CFA
This unit concerns
Report - 03.12 • Page 22
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 23
Title
Understanding the use of research in business
Skills CFA Reference
B&A 23
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand the research process
1.1 Describe the research process
1.2 Explain the significance of scoping
research, setting research objectives
and identifying the limitations of
research methods
1.3 Describe the difference between
quantitative and qualitative research
methods
1.4 Describe the advantages and
disadvantages of a range of research
methods
1.5 Explain the difference between primary
and secondary research
1.6 Describe the features of a range of
analytical techniques
1.7 Explain the importance of validity and
reliability
2. Understand how to use research in
business
2.1 Identify the limitations of the
application of research outcomes
2.2 Explain why and how to use sources of
current and archived business
information
2.3 Explain how to validate research
information
2.4 Describe the purpose and range of
potential applications of research in
business
2.5 Describe organisational conventions
and formats for presenting research
reports
2.6 Explain the organisational conventions
for acknowledging sources of
information
2.7 Explain ways in which ethics can affect
©2012 Skills CFA
Report - 03.12 • Page 24
the conduct and use of research
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
This unit concerns
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 25
Title
Archive information
Skills CFA Reference
B&A 24
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand archiving requirements
1.1 Explain the features of a range of
archiving methods
1.2 Describe how to retrieve archived
information
1.3 Describe how to purge archived
information
1.4 Describe the importance of retention
policies
1.5 Describe the security and access
requirements of offsite archives
2. Be able to archive information
2.1 Confirm the information to be archived
2.2 Identify the retention period postarchiving
2.3 Archive information within the agreed
timescale
2.4 Keep archive records up to date
2.5 Report problems to the right person
2.6 Adhere to organisational policies and
procedures, legal and ethical
requirements
Additional Information about the unit
Unit purpose and aim(s)
This unit concerns
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
Skills CFA
appropriate body (if required)
Location of the unit within the subject/sector 15.3
classification system
©2012 Skills CFA
Report - 03.12 • Page 26
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
Skills CFA
Shared
Report - 03.12 • Page 27
Title
Use and maintain office equipment and supplies
Skills CFA Reference
B&A 25
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand the maintenance of
stationery, supplies and equipment
1.1 Explain the benefits and drawbacks of a
range of potential suppliers against
organisational requirements
1.2 Describe organisational policies,
procedures and levels of authority in
managing office equipment and
supplies
1.3 Explain how to calculate volumes of
stationery and supplies to be ordered
1.4 Explain the features of a range of office
equipment
1.5 Describe how to dispose of or recycle
waste
2. Be able to maintain and issue stocks of
stationery and supplies
2.1 Maintain stocks of stationery and
supplies at the required levels
2.2 Issue stationery and supplies in
accordance with organisational
requirements
2.3 Deal with unwanted or damaged
stationery and supplies safely
2.4 Maintain the requirements of storage
and security
2.5 Carry out stock checks in accordance
with organisational policies and
procedures
2.6 Maintain records of stock issued,
received and in storage up to date
3. Be able to use and maintain office
equipment
3.1 Use the equipment that is appropriate
to the task in accordance with the
manufacturer’s instructions
3.2 Follow organisational procedures to
keep waste to a minimum
3.3 Maintain the equipment to the
standard specified by the organisation
©2012 Skills CFA
Report - 03.12 • Page 28
and/or the manufacturer
3.4 Carry out scheduled and unscheduled
maintenance activities in accordance
with organisational and/or the
manufacturer’s instructions
3.5 Make sure that equipment conforms
with health and safety requirements
3.6 Report problems that cannot be
resolved to the right person
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
This unit concerns
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 29
Title
Contribute to the organisation of an event
Skills CFA Reference
B&A 26
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Exhibitions, conferences, launch events, team building events, away
days, weddings, awards ceremonies, seminars, workshops,
consultation events, AGMs (size, multi-faceted). “Events” are not
meetings
Assessment Criteria
The learner will:
The learner can:
1. Understand event organisation
1.1 Explain the roles, responsibilities and
accountabilities of everyone involved in
the event
1.2 Explain the purpose and features of a
range of events
1.3 Describe how to identify risks
associated with an event
1.4 Explain the resources needed and how
to prepare them
1.5 Describe the potential needs of
attendees
1.6 Explain the requirements of health,
safety and security
1.7 Explain to whom to report risks and
problems that cannot be solved
2. Be able to carry out pre-event actions
2.1 Prepare a shortlist of venues that meet
the specification
2.2 Book speakers and/or resources in
accordance with the event plan
2.3 Obtain resources within the agreed
timescales
2.4 Distribute pre-event documentation in
accordance with the event plan
2.5 Co-ordinate attendee responses within
the agreed timescale
2.6 Make sure that the venue is accessible
to all event attendees
3. Be able to set up an event
3.1 Set up layout and resources in
accordance with the event plan
3.2 Confirm the completeness, correct
functioning and coherence of different
©2012 Skills CFA
Report - 03.12 • Page 30
resources
3.3 Plan reception and registration services
to function efficiently
3.4 Behave in a way that maintains
organisational values and standards
4. Be able to carry out post-event actions
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
4.1 Ensure the venue is restored to the
required conditions in accordance with
the terms of the contract
4.2 Carry out follow up actions in
accordance with the event plan and
agreements made at the event
This unit concerns
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 31
Title
Organise business travel and/or accommodation
Skills CFA Reference
B&A 27
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
This unit is optional; this unit relates to organizing travel and/or
accommodation for others
Assessment Criteria
The learner will:
The learner can:
1. Understand the organisation of
business travel and/or accommodation
for others
1.1 Describe the requirements of the
journey to be made
1.2 Explain any budgetary or policy
constraints relating to business travel
and/or accommodation
1.3 Describe financial arrangements
relating to business travel and/or
accommodation
1.4 Explain how to make arrangements for
visas and related foreign travel
documentation
1.5 Describe the requirements of foreign
currency exchange
2. Be able to research business travel
and/or accommodation options for
others
2.1 Identify a range of potential suppliers
that are capable of delivering the
services required within budget
2.2 Recommend suppliers and travel and/or
accommodation options that best meet
the specification
3. Be able to make business travel and/or
accommodation arrangements for
others
3.1 Confirm the specification for travel
and/or accommodation
3.2 Identify different ways of reaching a
destination within agreed constraints
3.3 Agree arrangements that specify any
limitations, prohibitions and/or
responsibilities and which meet the
specification
3.4 Prepare and issue itinerary/schedule
documentation that reflect agreed
arrangements accurately
3.5 Obtain travel and/or accommodation
documentation within the required
timescale
©2012 Skills CFA
Report - 03.12 • Page 32
3.6 Authorise payments to be made within
the limitations of their authority
3.7 Keep up to date records of travel and/or
accommodation arrangements and
agreed commitments
3.8 Adhere to organisational policies and
procedures, legal and ethical
requirements
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
This unit concerns
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 33
Title
Provide administrative support for meetings
Skills CFA Reference
B&A 28
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand the administration of
meetings
1.1 Describe the purpose and attendance
needed for meetings
1.2 Explain the considerations to be taken
into account in achieving optimal
attendance at meetings
1.3 Explain the security requirements
relating to meetings
1.4 Describe how to set up a range of
resources needed for the meeting
1.5 Explain the responsibilities of the
meeting chair and the person fulfilling
the role of meeting secretary
1.6 Describe the constitution and
conventions of formal and informal
meetings
1.7 Explain the legal implications of formal
meetings
2. Be able to make administrative
preparations for meetings
2.1 Book meeting venue, resources, and
facilities in accordance with the brief
2.2 Collate documents needed for a
meeting
2.3 Distribute meeting invitations,
documents and other meeting-related
requirements within the timescale
2.4 Confirm meeting attendees and any
special requirements
3. Be able to support the administration of
meetings
3.1 Make sure that the equipment required
for a meeting functions correctly
3.2 Provide services to meetings in
accordance with requests
3.3 Leave the venue post meeting in
accordance with requirements
3.4 Distribute meeting records promptly to
the agreed distribution list
©2012 Skills CFA
Report - 03.12 • Page 34
3.5 Carry out any follow up actions in
accordance with the brief
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
This unit concerns
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 35
Title
Administer human resource records
Skills CFA Reference
B&A 29
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand the administration of
human resource (HR) records
1.1 Explain what HR-related information
needs to be kept and why
1.2 Describe the role and responsibilities of
other organisations that affect HR
activities
1.3 Describe the features and use of
organisational systems for managing
human resource information
1.4 Explain the requirements of
confidentiality, data protection and
system security
1.5 Describe the information to be provided
in a range of management reports
1.6 Explain the limits of their authority in
administering human resource records
1.7 Explain the implications of not keeping
human resource records up to date
1.8 Explain the actions to be taken in the
event of problems arising and/or
incomplete or inaccurate data
2. Be able to administer human resource
information
2.1 Keep human resource records up to
date
2.2 Process data in accordance with
organisational procedures
2.3 Provide information within the limits of
confidentiality
2.4 Adhere to organisational policies and
procedures, legal and ethical
requirements
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
©2012 Skills CFA
This unit concerns
Report - 03.12 • Page 36
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 37
Title
Administer the recruitment and selection process
Skills CFA Reference
B&A 30
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand the recruitment and
selection process
1.1 Explain the different administrative
requirements of internal and external
recruitment
1.2 Describe the different uses of a job
description and a person specification
1.3 Explain the administrative requirements
of different methods of selection
1.4 Explain the requirements of a range of
checks to be carried out
1.5 Explain what information needs to be
communicated to successful and
unsuccessful applicants at each stage of
the recruitment and selection process
1.6 Explain the requirements of
confidentiality, data protection and
system security
2. Be able to administer the recruitment
process
2.1 Make sure that the job/role details are
correct
2.2 Place job advertisements in the agreed
media in accordance with the
timescales
2.3 Record applicant responses within the
timescale
2.4 Provide requested information to
applicants in accordance with
organisational policies and procedures
2.5 Adhere to organisational policies and
procedures, legal and ethical
requirements
3. Be able to administer the selection
process
3.1 Invite shortlisted applicants to
participate in the selection process in
accordance with organisational
procedures
3.2 Co-ordinate selection arrangements in
©2012 Skills CFA
Report - 03.12 • Page 38
3.3
3.4
3.5
3.6
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
accordance with the brief
Provide reception and administration
services to the selection process in
accordance with the brief
Carry out agreed pre-employment
checks within the agreed timescale
Inform applicants of the outcome of
their application in accordance with
organisational policies and procedures
Keep selection records up to date
This unit concerns
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 39
Title
Administer parking dispensations
Skills CFA Reference
B&A 31
Level
2
Credit Value
GLH
Unit Reference No.
To be reviewed
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand the administration of
parking dispensations
1.1 Explain the scope and limits of their
responsibilities and authority in issuing
parking dispensations
1.2 Describe the legal and regulatory
requirements relating to parking
dispensations
1.3 Describe the parking dispensation
eligibility criteria and checks
1.4 Describe organisational security and
anti-fraud policies, procedures and
processes
1.5 Describe the features of software to
manage the issues of permits, seasons
tickets, suspensions,
dispensations/waivers and blue badges
1.6 Explain where to go for help
2. Be able to process applications for
parking dispensations
2.1 Advise customers of the eligibility
criteria for parking dispensations
2.2 Determine whether customers are
eligible by matching the case to the
criteria
2.3 Clarify any areas of doubt or confusion
with customers
2.4 Carry out eligibility checks in
accordance with organisational
procedures
2.5 Record the reasons for the decision as
to whether or not to grant parking
dispensations
2.6 Maintain the requirements of
confidentiality and data protection
3. Be able to issue parking dispensations
3.1 Communicate the decision and return
related paperwork on parking
dispensations to customers in
©2012 Skills CFA
Report - 03.12 • Page 40
accordance with organisational
procedures
3.2 Process payments and refunds in
accordance with organisational
procedures
3.3 Keep records up to date
3.4 Adhere to organisational policies and
procedures, legal and ethical
requirements
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
This unit concerns
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 41
Title
Finance for administrators
Skills CFA Reference
B&A 32
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand finance for administrators
1.1 Describe organisational levels and
distributions of authority and
accountability for financial transactions
1.2 Explain organisational systems for
purchasing and payments
1.3 Describe the use of a purchase order,
invoice and receipt
1.4 Explain an organisation’s
responsibilities for the payment of tax,
national insurance and VAT
1.5 Explain the use of sales and purchase
ledgers
1.6 Explain how to process incoming
finances
2. Be able to administer finance
2.1 Record income and expenditure in
accordance with organisational policies
and procedures
2.2 Process purchase orders and invoices in
accordance with organisational policies
and procedures
2.3 Process payments to the right
person/organisation
Additional Information about the unit
Unit purpose and aim(s)
This unit concerns
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
Skills CFA
appropriate body (if required)
©2012 Skills CFA
Report - 03.12 • Page 42
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 43
Title
Communication in a business environment
Skills CFA Reference
B&A 33
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand business communication
2. Be able to write business
communications
3. Be able to communicate verbally in
business
©2012 Skills CFA
1.1 Explain the communication needs of
colleagues
1.2 Explain why to use different
communication methods for different
purposes
1.3 Explain the importance of using correct
grammar, syntax, punctuation, spelling
and conventions in business
communications
1.4 Explain the importance of using
appropriate body language and tone of
voice
2.1 Identify the nature, purpose, readership
and use of the information to be
communicated
2.2 Use communication channels that are
appropriate to the information to be
communicated and the readership (CT1,
CT5)
2.3 Present information in the format that
meets the brief
2.4 Adhere to agreed business conventions
and degree of formality of expression
2.5 Present written work that is
unambiguous, expressed in correct
grammar and reflects what is intended
2.6 Meet agreed deadlines in
communicating with others (TW1, TW5,
TW6, SM6, SM7, EP1)
3.1 Identify the nature, purpose, recipient
and use of the information to be
communicated
3.2 Use language that is correct and
appropriate for the recipient’s needs
Report - 03.12 • Page 44
3.3
3.4
3.5
3.6
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
(CT5)
Use body language and tone of voice to
reinforce messages (CT3, CT6, TW3,
TW4, EP5)
Identify the meaning and implications
of information that is communicated
verbally (CT2, CT4)
Confirm that an recipient has
understood correctly what has been
communicated (TW2)
Respond in a way that is appropriate to
the situation and in accordance with
organisational policies and standards
(IE5, TW4)
This unit concerns
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 45
Title
Buddy a colleague to develop their skills
Skills CFA Reference
B&A 34
Level
2
Credit Value
GLH
Unit Reference No.
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Understand how to buddy a colleague
1.1 Explain a buddy’s responsibilities and
tasks
1.2 Describe the image and impression
expected of a buddy
1.3 Explain techniques to give positive
feedback and constructive criticism
1.4 Explain techniques to establish rapport
with a buddy
2. Be able to plan to buddy a colleague
2.1 Agree which aspects of a colleague’s
work may benefit from buddying
2.2 Confirm organisational requirements of
a buddy colleague for their standards of
behaviour, presentation and
communication
2.3 Agree a schedule of meetings,
minimising disruption to business
2.4 Agree specific, measurable, achievable,
realistic and time-bound buddying
objectives
3. Be able to support a buddy colleague
carrying out work activities
3.1 Remain unobtrusive while a buddy
colleague carries out their work
activities
3.2 Provide examples of how to carry out
tasks
3.3 Identify instances of good practice and
areas for improvement through
observation
3.4 Praise a buddy colleague on well
completed tasks
3.5 Give constructive feedback on ways in
which a buddy could improve
performance
3.6 Offer a buddy hints and tips based on
personal experience
©2012 Skills CFA
Report - 03.12 • Page 46
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
This unit concerns
Skills CFA
Skills CFA
Shared
Report - 03.12 • Page 47
Title
Competence-based synoptic unit
Skills CFA Reference
B&A 35
Level
2
Credit Value
GLH
Unit Reference No.
Please advise on content
Learning Outcomes
Assessment Criteria
The learner will:
The learner can:
1. Be able to
1.1
1.2
1.3
2. Be able to
2.1
2.2
2.3
3. Understand
3.1
3.2
3.3
Additional Information about the unit
Unit purpose and aim(s)
Unit expiry date
Details of the relationship between the unit
and relevant national occupational standards
or other professional standards or curricula (if
appropriate)
Assessment requirements or guidance
specified by a sector or regulatory body (if
appropriate)
Support for the unit from an SSC or other
appropriate body (if required)
Location of the unit within the subject/sector
classification system
Name of the organisation submitting the unit
Availability for use
Unit available from
©2012 Skills CFA
This unit concerns
Skills CFA
15.3
Skills CFA
Shared
Report - 03.12 • Page 48