NZQA Assessment Support Material Unit standard 9680 Title Communicate within a specified organisational context Level 2 Vocational pathways Credits Version 3 4 Social and Community Services Assessor guidelines Introduction The following guidelines are supplied to enable assessors to carry out valid and consistent assessment using this internal assessment resource. As with all assessment resources, education providers will need to follow their own quality control processes. Assessors must manage authenticity for any assessment from a public source, because learners may have access to the assessment schedule or exemplar material. Using this assessment resource without modification may mean that learners' work is not authentic. The assessor may need to change figures, measurements or data sources or set a different context or topic. Assessors need to consider the local context in which learning is taking place and its relevance for learners. Assessors need to be very familiar with the outcome being assessed by the unit standard. The evidence requirements and the explanatory notes contain information, definitions, and requirements that are crucial when interpreting the standard and assessing learners against it. The following guidelines are supplied to enable teachers to carry out valid and consistent assessment using this internal assessment resource. Context/setting This activity requires learners to show they can: Demonstrate knowledge of how organisational and legislative requirements impact on communication within a specified organisational context. Communicate orally within a specified organisational context. Communicate in writing within a specified organisational context. 9680 version 4 Assessor guidelines ASM version 1 Page 1 of 11 December 2013 New Zealand Qualifications Authority 2016 Level of performance expected This is a level 2 standard. This means learners should be: Using factual and/or operational knowledge of a field of work or study. Applying known solutions to familiar problems and applying standard processes relevant to the field of work or study. Working under general supervision, taking some responsibility for their own learning and performance and collaborating with others. Conditions of assessment For this standard, organisation may refer to an organisation based in a work, community, religious, educational, or cultural context. Organisation requirements are those policies and procedures specific to an organisation. Evidence for elements 1 -3 must be collected from a single organisational context. Resource requirements Documented policies and procedures or established protocols for workplace performance. 9680 version 4 Assessor guidelines ASM version 1 Page 2 of 11 December 2013 New Zealand Qualifications Authority 2016 Assessment Schedule Unit standard 9680 Title Communicate within a specified organisational context Level 2 Credits Evidence requirements Outcome 1 3 Version 4 Evidence for achieved Judgements for achieved Demonstrate knowledge of how organisational and legislative requirements impact on communication within a specified organisational context. 1.1 Legislative and organisational requirements for providing information are identified. 1.2 Legislative and organisational requirements for recording, storing, and distributing written information are identified. Task 1 responses on the worksheet: The impact of organisational and legislative requirements on communication within my organisation See sample answers for examples of acceptable learner responses. Task 1a For the described organisation, the learner correctly identifies: – one example each of the requirements of the Privacy Act 1993 & Official Information Act 1982 for the provision of information – one example each of the requirements of the Privacy Act 1993 & Official Information Act 1982 for the recording, storage and distribution of information.Note that requirements between the two Acts may overlap – one example each of organisational requirements for the provision, recording, storage and distribution of information. Requirements must be different from the two Acts above. – If appropriate, one example each of the requirements of another piece of legislation for the provision, recording, storage and distribution of information. Task 1 Organisation verification sheet 9680 version 4 Assessor guidelines ASM version 1 Page 3 of 11 December 2013 New Zealand Qualifications Authority 2016 Verifier confirms the accuracy of the information provided in relation to legislative and organisational requirements for recording, storing and distributing information. Verification is signed and dated. Verifier is someone in a supervisory role with appropriate level of responsibility to confirm performance. Outcome 2 Range 2.1 2.2 Communicate orally within a specified organisational context. evidence of at least one by telephone; at least two face-to-face, one individual, and one group situation; at least one confidential and one unexpected communication. Forms of address and identification used fit the situation, occasion, medium, relationship between participants, and organisational requirements. Vocabulary, content, and language structure used fit the situation, occasion, medium, relationship between participants, and organisational requirements. 2.3 Feedback and clarification are sought from listeners/responders to ensure understanding. 2.4 Responses to unexpected communications meet organisational requirements. Range 2.5 Task 2 Task 2 Oral communication recording sheets. Refer to example provided for learners in the resource. Oral communication verification statements unexpected communications may include but are not limited to – non-routine and/or inappropriate verbal and non-verbal communication. Interaction is completed in a manner that fits the situation, occasion, medium, and relationship between the participants in accordance with organisational requirements. 9680 version 4 Assessor guidelines At least 3 Recording sheets and 3 Verification statements are supplied, although more may be necessary. Evidence is required for: – One telephone communication. – One face-to-face communication with an individual. – One face-to-face communication with a group. – One confidential communication. – One unexpected communication. The Verification statements each confirm that: – the learner met organisational requirements – the contents of the reports are accurate and authentic. In addition to the Verification statements, the evidence supplied on the Recording sheets is sufficient to show, for each situation, that the ASM version 1 Page 4 of 11 December 2013 New Zealand Qualifications Authority 2016 learner has: – used forms of address and identification, vocabulary, content and language structure that fit the situation, occasion, medium, relationship between participants. – sought appropriate feedback and from listeners/responders to ensure understanding. – completed the interaction in a manner that fits the situation, occasion, medium, and relationship between the participants. Verification sheets are signed and dated by an organisation supervisor. Observer/verifier is someone in a supervisory role with appropriate level of responsibility to confirm performance meets organisational requirements. Element 3 Range 3.1 3.2 Communicate in writing within a specified organisational context. e-mail, memo, letter. Mode of communication fits the organisational context, the subject matter and the audience. One email, one letter and one memo. Forms of address and identification used fit the situation, occasion, medium, relationship between participants, and organisational requirements. Written communication verification statement 3.3 Vocabulary, content, and language structure used fit the situation, occasion, medium, relationship between participants, and organisational requirements. 3.4 Spelling, punctuation, grammar, and format meet organisational requirements. The Verification statement confirms that the learner’s 3 documents meet organisational requirements. In addition to the above, for (each of)the memo, email and letter the learner has: See sample written communications. – selected the mode of communication that fits the context, subject matter and audience – used forms of address and identification, vocabulary, content and language structure that fit the situation, occasion, medium, and relationship between participants. Judgements should be holistic, rather than based on a checklist approach. 9680 version 4 Assessor guidelines ASM version 1 Page 5 of 11 December 2013 New Zealand Qualifications Authority 2016 Sample answers for unit standard 9680 Communicate within a specified organisational context Task 1 Organisational and legislative requirements for communication within my organisation A. Description of my organisation: I work as a part time library assistant in a town library. Because my organisation is basically about providing information, some of the requirements are the same for the OIA and the Privacy Acts. B. 1. Official Information Act 1982 (OIA). Give one example of what this law requires of your organisation, for each of the following: a. Providing information: According to the Act, someone can request to see our internal policies, principles, rules or guidelines, and can make that request more formal by officially applying under the OIA. If there is a good reason, we have to supply that information – eg staff salaries. b. Recording information: Because we are a employed by the Council, we have to keep details of our formal agendas, meetings, directives and minutes and if someone has a good reason to request those, they can apply under the OIA (or the Local Government Official Information and Meetings Act 1987). c. Storing information: The OIA – as well as the Privacy Act - requires us to store information appropriately. All personal information in our organisation is held in a secure database that we have to have individual passwords to access. d. Distributing information: If someone applies under the OIA, to access to any specified official secure information that we hold and the request is granted, then we have to provide it, but only to the specific person who asked – we can’t distribute it to others. 9680 version 4 Assessor guidelines ASM version 1 Page 6 of 11 December 2013 New Zealand Qualifications Authority 2016 2. Privacy Act 1993. Give one example of what this law requires of your organisation for each of the following: a. Providing information: Our library is full of information that is generally provided for anyone who wants it. But this Act requires us to use information only for the purposes for which it was collected – which means, for example, that if we collect someone’s financial details so that we can assist them pay back fines, we can’t provide that information to anyone else, even another family member. b. Recording information: When people join the library, we have to verify they are who they say they are with a photo ID such as a driving licence and confirm their address with something like a rates or other household bill. We don’t let other people stand over us while we are doing this and we keep the information secure on the database, not on bits of paper. c. Storing information: We have a database of borrower information and the Privacy Act requires us to store it securely so that unauthorised people can’t access it. d. Distributing information: Information held on the database can only be used for library purposes. For example, I can only use the database to access someone’s phone number if I want to call them for library purposes. If they are a friend or neighbour, I have to use the telephone book or White Pages. 3. Other legislation. For your organisation, name any other law relevant to communication: The Copyright Act 1994. Give one example (each) of what this law requires of your organisation for each of the following: a. Providing information: We usually can’t copy a large number of pages from a text unless we have permission from the copyright holder. So if a customer asks us to copy a whole lot, we have to say we can’t, and provide the information just as a reference or a borrowed work. b. Recording information: When we make up our reading lists, the Act requires us to acknowledge the author, title and publisher. c. Storing information: The Act says that a few specific types of “public” documents such as statutes, court judgments and official reports do not have copyright protection. We make copies of these and store these on the public shelves as usual. d. Distributing information: The Act allows you to get permission to distribute a chunk of someone’s work by contacting the copyright owner and usually negotiating. We always get the permission in writing. 9680 version 4 Assessor guidelines ASM version 1 Page 7 of 11 December 2013 New Zealand Qualifications Authority 2016 4. Other requirements (not legislative). Give one example of a requirement your organisation has for each of the following: a. Providing information: Our library policy is to be as prompt as we can when we get requests for information to do with a regular customer’s access to the library resources – for example, if someone wants to know when their reserved book is due in, we are required to look it up and get back to them that day: a day’s turnaround is considered too long, usually. b. Recording information: If we receive a return book that is in need of repair, our process is to put a sheet of paper on the front of it (called a Repair Note) with the repair needed, and to put the date and our name and any other info that will help the librarians who will do the repair – such as what the borrower said happened to it. c. Storing information: When someone comes in to reserve a book, we call up their details and record the reservation on the database. Most of our information about borrowers is stored electronically. d. Distributing information: If there has been an incident concerning, say, the behaviour of a member of the public in the library, we have to record as much of the details as possible in the incident report folder and all staff are expected to read that regularly, so that we can keep an eye on things and that problems don’t escalate. We don’t distribute this kind of information in any other form other than the incident file. 9680 version 4 Assessor guidelines ASM version 1 Page 8 of 11 December 2013 New Zealand Qualifications Authority 2016 Task 3 Communicate in writing within your organisation MEMO To: From: cc: Date: Re: All Staff – Staff Noticeboard J Dash, Library Assistant 15 April 2013 $500 donation for books for children’s section A local book club has donated $500 towards new books for the children’s section. I’m collecting ideas for purchases, to give to the Committee for consideration next week. Please let me know BY FRIDAY LUNCHTIME any suggestions you have for this donation – donors stipulate money must be spent on fiction only. Leave a message on my phone (ext 491) or email me. Thanks David 9680 version 4 Assessor guidelines ASM version 1 Page 9 of 11 December 2013 New Zealand Qualifications Authority 2016 Mountain View Library 43 Mountain View Road, South TOWN 2387 Tel: 03 494 4949 email: info@mountainview.co.nz 24 February 2013 Anne Murray Secretary Mountain View Book Club 24 The Highway South Town 6190 Dear Anne Your book club’s donation I am writing on behalf of the library staff and our readers, to thank you and your book club for your generous donation. The donation was used to purchase copies of those books recently awarded prizes in the NZ Post Children’s book awards. Once again, thank you very much for your donation. Yours sincerely Jenny Dash Library Assistant 9680 version 4 Assessor guidelines ASM version 1 Page 10 of 11 December 2013 New Zealand Qualifications Authority 2016 From: Jenny Dash [Jenny.Dash@mtviewlibrary.govt.nz] To: James007@bond.co.nz Subject Request to change book return date Hello James Thank you for your email requesting that we extend the date your book is due to be returned until 7 January. Unfortunately we are not able to meet your request at this time. This is a very popular book and we have two people on a waiting list to borrow the book. This means the book must be returned by the due date, 23 December 2013. Warm regards Jenny Dash Library Assistant 9680 version 4 Assessor guidelines ASM version 1 Page 11 of 11 December 2013 New Zealand Qualifications Authority 2016