Business Studies A/T/V
2008 - 2011
Certificate II in
Business Studies
VET Assessment
Record Book
October 2008 Edition
NATIONALLY RECOGNISED
TRAINING
1
Participant Details
Name:
...............................................................................
Address:
...............................................................................
...............................................................................
...............................................................................
Student ID Number:
...............................................................................
VET Teacher/Assessor:
...............................................................................
Date Course Commenced:
...............................................................................
College:
...............................................................................
...............................................................................
NOTE: this VET Assessment Record Book cannot be replaced and it is the
responsibility of the student to maintain it.
2
Contents
Participant Details ............................................................................................................................. 2
Record of Attainment ........................................................................................................................ 4
BSB20107 Certificate II in Business .............................................................................................. 4
Use of the VET Assessment Record Book ................................................................................... 5
How to use the VET Assessment Record Book ........................................................................... 5
Applying for Structured Workplace Learning Placements .......................................................... 6
Am I Work Ready? ............................................................................................................................ 6
Who do I Contact? ............................................................................................................................ 6
Sample Thank you Letter to Employer .......................................................................................... 7
Placement 1 Details .......................................................................................................................... 8
Placement 2 Details .......................................................................................................................... 9
BSBOHS201A Participate in OHS processes ............................................................................ 10
BSBWOR203A Work effectively with others .............................................................................. 12
BSBSUS201A Participate in environmentally sustainable work practices ............................ 13
BSBINM201A Process and maintain workplace information ................................................... 15
BSBITU201A Produce simple word processed documents ..................................................... 17
BSBITU201A Create and use spreadsheets .............................................................................. 19
FNSICGEN305A Maintain daily financial/business records ..................................................... 21
BSBCMM201A Communicate in the workplace ......................................................................... 22
BSBIND201A Work effectively in a business environment ...................................................... 24
BSBWOR202A Organise and complete daily work activities .................................................. 26
BSBCUS201A Deliver a service to customers ........................................................................... 29
BSBWOR204A Use business technology................................................................................... 31
3
Record of Attainment
BSB20107 Certificate II in Business
To receive the Certificate II in Business the following training package rules apply:
Requiring 12 units for the qualification:
1 core unit plus
11 elective units
COMPULSORY (1 CORE)
CODE
COMPETENCY TITLE
BSBOHS201A
Participate in OHS processes
DATE ATTAINED
ELECTIVE (11 needed)
BSBWOR203A
Work effectively with others
BSBSUS201A
Participate in environmentally sustainable work
practices
BSBIMN201A
Process and maintain workplace information
BSBITU201A
Produce simple word processed documents
BSBITU202A
Create and use spreadsheets
FNSICGEN305A
Maintain daily financial/business records
BSBCMM201A
Communicate in the workplace
BSBIND201A
Work effectively in a business environment
BSBWOR202A
Organise and complete daily work activities
BSBCUS201A
Deliver a service to customers
BSBWOR204A
Use business technology
4
Use of the VET Assessment Record Book
This book is a permanent record of a student's VET activities and achievements in casual
and part time employment during the course.
It is:

a guide for the student and the VET teacher to the training and experience that should
occur both on- and off-the job

required for Certification purposes; and

part of the assessment processes for the Year 12 Certificate to be issued by the ACT
Board of Senior Secondary Studies.
How to use the VET Assessment Record Book
The VET teacher and workplace supervisor will complete the appropriate details about the
VET evidence presented for assessment by the student. The signing of learning outcomes
can take place at any time. The achievement of learning outcomes is guided by the
achievement of their respective performance criteria, and their “signing off” must be
carried out after negotiation between the VET teacher and the workplace supervisor.
It is a requirement and the responsibility of both student and the VET teacher to ensure
that this book is accurate and is kept up-to-date.
SAFE KEEPING OF THIS BOOK IS THE RESPONSIBILITY OF THE STUDENT.


IT IS A STUDENT’S FUTURE
IT CANNOT BE REPLACED
This VET Assessment Record Book needs to be completed before a Certificate can be
awarded.
5
Applying for Structured Workplace Learning Placements
Structured workplace learning placements have been set up to provide on the job training within
the field of Business Services. They provide an opportunity to gain experience and demonstrate
competence in specific business skills that you don’t undertake in your casual/part time
employment. In order that the experience can be as positive as possible, you should ensure that
you prepare well for the work placement by:

ensuring that you are work ready

notifying your VET teacher early of your interest in participating in structured workplace
learning

thinking carefully about the kind of workplace that would suit you best

discussing with your VET teacher as to the type of placement that best suits your needs

contacting your “employer” well before your placement

ensuring that all paper work associated with your placement is completed ahead of time as
your placement needs to be endorsed with union approval and this takes time.
Am I Work Ready?
The world of work is VERY different to going to school. Before you begin a placement, you should
speak with your VET teacher about your work readiness. Signs that you are work ready include:

you have a sufficient amount of skills so that you can fit into a Business Services environment
easily

you have completed all personal details in this training book

you realise how important it is to have a mature attitude to work

you understand the need to contact people if something goes wrong or if you are having
difficulties throughout the placement

you understand your rights and responsibilities in a Business Services environment

you have a proactive attitude towards your involvement in the world of work.
Who do I Contact?
Firstly you should speak with your VET teacher.
Once you have been given a placement, you should make personal contact by phone with your
“employer” at least two weeks before the commencement date. At this time discuss the nature of
your placement, hours you will be working and dress standards. In many cases, you will be
required to attend an interview with the employer to discuss the details outlined above.
After the placement you should write a card or letter of thanks to the employer. See sample letter
provided.
6
Sample Thank you Letter to Employer
Your address
Your Suburb
City Postcode
Date
Contact Person
Title of Person
Business Name
Business Address
Suburb State Postcode
Dear (formal greeting Mr/Ms etc name of business person)
I am writing to thank you for hosting me at my recent structured work learning placement at (name
of company).
The practical experience I gained throughout the placement has not only helped me put the skills I
gained in the classroom into practice, but has given me the opportunity to encounter the demands
and challenges in different aspects of the Business Services industry.
Again, thank you for giving me the opportunity within your (company/business).
Yours sincerely,
Sign here
(Your name)
Student
(Your College)
7
Placement 1 Details
Name:
...............................................................................
Address:
...............................................................................
...............................................................................
...............................................................................
Telephone number: (Home)
(Emergency)
Work placement:
...............................................................................
...............................................................................
...............................................................................
...............................................................................
Address:
...............................................................................
...............................................................................
...............................................................................
Contact person at
...............................................................................
...............................................................................
Work placement:
...............................................................................
...............................................................................
Telephone number:
...............................................................................
College contact:
...............................................................................
...............................................................................
Telephone number:
...............................................................................
8
Placement 2 Details
Name:
...............................................................................
Address:
...............................................................................
...............................................................................
...............................................................................
Telephone number: (Home)
(Emergency)
Work placement:
...............................................................................
...............................................................................
...............................................................................
...............................................................................
Address:
...............................................................................
...............................................................................
...............................................................................
Contact person at
...............................................................................
...............................................................................
Work placement:
...............................................................................
...............................................................................
Telephone number:
...............................................................................
College contact:
...............................................................................
...............................................................................
Telephone number:
...............................................................................
9
BSBOHS201A Participate in OHS processes
Element and Performance Criteria
1
1.1
1.2
2
2.1
2.2
2.3
2.4
3
3.1
3.2
3.3
4
4.1
4.2
RPL Date
Assessment Portfolio Date
Signature
Signature
Work safely
Follow established safety procedures when conducting work
Carry out pre-start systems and equipment checks in
accordance with workplace procedures
Implement workplace safety requirements
Identify designated persons for reporting queries and
concerns about safety in the workplace
Identify existing and potential hazards in the workplace,
report them to designated persons and record them in
accordance with workplace procedures
Identify and implement workplace procedures and work
instructions for controlling risks
Report emergency incidents and injuries to designated
persons
Participate in OHS consultative processes
Contribute to workplace meetings, inspections or other
consultative activities
Raise OHS issues with designated persons in accordance
with organisational procedures
Take actions to eliminate workplace hazards or to reduce
risks
Follow safety procedures
Identify and report emergency incidents
Follow organisational procedures for responding to
emergency incidents
10
Student Comments:
Teacher/Supervisor Comments:
11
BSBWOR203A Work effectively with others
Element and Performance Criteria
Assessment/RPL Date
Signature:
1
Develop effective workplace relationships
1.1 Identify own responsibilities and duties in relation to workgroup members and undertake activities
in a manner that promotes cooperation and good relationships
1.2 Take time and resource constraints into account in fulfilling work requirements of self and others
1.3 Encourage, acknowledge and act upon constructive feedback provided by others in the
workgroup
2
Contribute to workgroup activities
2.1 Provide support to team members to ensure workgroup goals are met
2.2 Contribute constructively to workgroup goals and tasks according to organisational requirements
2.3 Share information relevant to work with workgroup to ensure designated goals are met
2.4 Identify and plan strategies/opportunities for improvement of workgroup in liaison with workgroup
3
Deal effectively with issues, problems and conflict
3.1 Respect differences in personal values and beliefs and their importance in the development of
relationships
3.2 Identify any linguistic and cultural differences in communication styles and respond appropriately
3.3 Identify issues, problems and conflict encountered in the workplace
3.4 Seek assistance from workgroup members when issues, problems and conflict arise and suggest
possible ways of dealing with them as appropriate or refer them to the appropriate person
Student Comments:
Teacher/Supervisor Comments:
12
BSBSUS201A Participate in environmentally sustainable work practices
Element and Performance Criteria
RPL Date
Assessment Portfolio Date
Signature
Signature
1
Identify current resource use
1.1 Identify workplace environmental and resource efficiency
issues
1.2 Identify resources used in own work role
1.3 Document and measure current usage of resources using
appropriate techniques
1.4 Record and file documentation measuring current usage,
using technology (such as software systems) where
applicable
1.5 Identify and report workplace environmental hazards to
appropriate personnel
2
Comply with environmental regulations
2.1 Follow workplace procedures to ensure compliance
2.2 Report breaches or potential breaches to appropriate
personnel
3
Seek opportunities to improve resource efficiency
3.1 Follow organisational plans to improve environmental
practices and resource efficiency
3.2 Work as part of a team, where relevant, to identify possible
areas for improvements to work practices in own work area
3.3 Make suggestions for improvements to workplace practices
in own work area
Student Comments:
13
Teacher/Supervisor Comments:
14
BSBINM201A Process and maintain workplace information
Element and Performance Criteria
RPL Date
Assessment Portfolio Date
Signature
Signature
1.
Collect information
1.1 Collect information in a timely manner and ensure that it is
relevant to organisational needs
1.2 Use business equipment/technology available in the work
area to effectively obtain information
1.3 Apply organisational requirements relating to security and
confidentiality in handling information
2.
Process workplace information
2.1 Use business equipment/technology to process information
in accordance with organisational requirements
2.2 Process information in accordance with defined timeframes,
guidelines and procedures
2.3 Update, modify and file information in accordance with
specified timeframes and organisational requirements
2.4 Collect and despatch information in accordance with
specified timeframes and organisational requirements
3.
Maintain information systems
3.1 Maintain information and filing systems in accordance with
organisational requirements
3.2 Identify, remove and/or relocate inactive or dead files in
accordance with organisational requirements
3.3 Establish and assemble new files in accordance with
organisational requirements
3.4 Update reference and index systems in accordance with
organisational requirements
15
Student Comments:
Teacher/Supervisor Comments:
16
BSBITU201A Produce simple word processed documents
Element and Performance Criteria
RPL Date
Assessment Portfolio Date
Signature
Signature
1
Prepare to produce documents
1.1 Use safe work practices to ensure ergonomic, work
organisation, energy and resource conservation
requirements are addressed
1.2 Identify document purpose, audience and presentation
requirements, and clarify with relevant personnel as
required
1.3 Identify organisational and task requirements for document
and layout design
2
Produce documents
2.1 Format document using appropriate software functions to
adjust page layout to meet information requirements, in
accordance with organisational style and presentation
requirements
2.2 Use system features to identify and manipulate screen
display options and controls
2.3 Use manuals, user documentation and online help to
overcome problems with document presentation and
production
17
3
Finalise documents
3.1 Ensure final document is previewed, checked, adjusted and
printed in accordance with organisational and task
requirements
3.2 Ensure document is prepared within designated time lines
and organisational requirements
3.3 Name and store document in accordance with
organisational requirements and exit application without
information loss/damage
Student Comments:
Teacher/Supervisor Comments:
18
BSBITU201A Create and use spreadsheets
Element and Performance Criteria
RPL Date
Assessment Portfolio Date
Signature
Signature
1
Select and prepare resources
1.1 Adjust workspace, furniture and equipment to suit user
ergonomic, work organisation and occupational health and
safety (OHS) requirements
2
Create simple spreadsheets
2.1 Ensure data is entered, checked and amended in
accordance with organisational and task requirement, to
maintain consistency of design and layout
2.2 Format spreadsheets using software functions, to adjust
page and cell layout to meet information requirements, in
accordance with organisational style and presentation
requirements
2.3 Ensure formulae are used and tested to confirm output
meets task requirements, in consultation with appropriate
personnel as required
2.4 Use manuals, user documentation and online help to
overcome problems with spreadsheet design and
production
3
Produce simple charts
3.1 Select chart type and design that enables valid
representation of numerical data and meets organisational
and task requirements
3.2 Create chart using appropriate data range in the
spreadsheet
3.3 Modify chart type and layout using formatting features
19
4
Finalise spreadsheets
4.1 Ensure spreadsheet and any accompanying charts are
previewed, adjusted and printed in accordance with
organisational and task requirements
4.2 Ensure data input meets designated time lines and
organisational requirements for speed and accuracy
4.3 Name and store spreadsheet in accordance with
organisational requirements and exit the application without
data loss/damage
Student Comments:
Teacher/Supervisor Comments:
20
FNSICGEN305A Maintain daily financial/business records
Element and Performance Criteria
Assessment/RPL Date
Signature:
1. Process financial forms and applications
1.1. Information from documents is identified, checked and recorded
1.2. Documents are processed and recorded or transmitted to appropriate personnel
1.3. All work undertaken is in accordance with organisational procedures, legislation and regulations
2. Prepare and process banking documents and petty cash documents
2.1. Deposits and withdrawals are accurately entered and balanced according to organisational
procedures, where applicable
2.2. Cheques and card vouchers are checked for validity before processing, where applicable
2.3. Banking documentation is reconciled with organisation's financial records, where applicable
2.4. Documentation is completed in accordance with banking guidelines
3. Process petty cash transactions
3.1. Petty cash claims and vouchers are checked, processed and recorded and petty cash book is
balanced according to organisation's procedures
3.2. Any irregularities are referred to nominated person
4. Prepare and process invoices for payment to creditors and for debtors
4.1. Invoices are prepared in accordance with organisational procedures Invoices are checked against
source documents for accuracy
4.2. Any errors or inaccuracies are corrected
Student Comments:
Teacher/Supervisor Comments:
21
BSBCMM201A Communicate in the workplace
Element and Performance Criteria
RPL Date
Assessment Portfolio Date
Signature
Signature
1
Gather, convey and receive information and ideas
1.1 Collect information to achieve work responsibilities from
appropriate sources
1.2 Use method/s and/or equipment to communicate
appropriate ideas and information to the audience
1.3 Use effective listening and speaking skills in verbal
communication
1.4 Seek input from internal and external sources to develop
and refine new ideas and approaches
1.5 Respond to instructions or enquiries promptly and in
accordance with organisational requirements
2
Complete workplace documentation and
correspondence
2.1 Present written information and ideas in clear and concise
language to ensure the intended meaning of
correspondence is understood by recipient
2.2 Draft and present correspondence within designated time
lines
2.3 Ensure presentation of written information meets
organisational standards of style, format and accuracy
2.4 Complete workplace forms and documentation in a clear,
concise and easy to read format
22
3
3.1
3.2
3.3
3.4
3.5
Communicate in a way that responds positively to
individual differences
Value all individuals and treat them with respect, courtesy
and sensitivity
Take into consideration cultural differences in all verbal and
non-verbal communication
Use communication to develop and maintain positive
relationships, mutual trust and confidence
Make efforts to use basic strategies to overcome language
barriers
Ensure that behaviour is consistent with legislative
requirements, enterprise guidelines and/or social protocols
Student Comments:
Teacher/Supervisor Comments:
23
BSBIND201A Work effectively in a business environment
Element and Performance Criteria
RPL Date
Assessment Portfolio Date
Signature
Signature
1
Work within organisational requirements
1.1 Identify and read organisation’s requirements and
responsibilities and seek advice from appropriate persons,
where necessary
1.2 Develop and utilise a current working knowledge and
understanding of employee and employer rights and
responsibilities
1.3 Comply with relevant duty of care, legal responsibilities and
organisational goals and objectives
1.4 Identify roles and responsibilities of colleagues and
immediate supervisors
1.5 Identify standards and values considered to be detrimental
to the organisation and communicate this through
appropriate channels
1.6 Identify, recognise and follow behaviour that contributes to a
safe work environment
2
Work in a team
2.1 Display courteous and helpful manners at all times
2.2 Complete allocated tasks as required
2.3 Seek assistance when difficulties arise
2.4 Use questioning techniques to clarify instructions or
responsibilities
2.5 Identify and display a non-discriminatory attitude in all
contacts with staff, management or clients
24
3
Develop effective work habits
3.1 Identify work and personal priorities and achieve a balance
between competing priorities
3.2 Apply time management strategies to work duties
3.3 Observe appropriate dress and behaviour as required by the
workplace, job role or customer contact
Student Comments:
Teacher/Supervisor Comments:
25
BSBWOR202A Organise and complete daily work activities
Element and Performance Criteria
RPL Date
Assessment Portfolio Date
Signature
Signature
1
Organise work schedule
1.1 Negotiate and agree upon work goals and plans with
assistance from appropriate persons
1.2 Develop an understanding of the relationship between
individual work goals and plans, and organisational goals
and plans
1.3 Plan and prioritise workload within allocated timeframes
2
Complete work tasks
2.1 Complete tasks within designated time lines and in
accordance with organisational requirements and
instructions
2.2 Use effective questioning to seek assistance from
colleagues when difficulties arise in achieving allocated
tasks
2.3 Identify factors affecting work requirements and take
appropriate action
2.4 Use business technology efficiently and effectively to
complete work tasks
2.5 Communicate progress of task to supervisor or colleagues
as required
26
3
Review work performance
3.1 Seek feedback on work performance from supervisors or
colleagues
3.2 Monitor and adjust work according to feedback obtained
through supervision and comparison with established team
and organisational standards
3.3 Identify and plan opportunities for improvement in liaison
with colleagues
Student Comments:
Teacher/Supervisor Comments:
27
28
BSBCUS201A Deliver a service to customers
Element and Performance Criteria
RPL Date
Assessment Portfolio Date
Signature
Signature
1
Establish contact with customers
1.1 Acknowledge and greet customer in a professional,
courteous and concise manner according to organisational
requirements
1.2 Maintain personal dress and presentation in line with
organisational requirements
1.3 Communicate using appropriate interpersonal skills to
facilitate accurate and relevant exchange of information
1.4 Maintain sensitivity to customer specific needs and any
cultural, family and individual differences
1.5 Establish rapport/relationship with customer and express a
genuine interest in customer needs/requirements
2
Identify customer needs
2.1 Use appropriate questioning and active listening to
determine customer needs
2.2 Assess customer needs for urgency to identify priorities for
service delivery
2.3 Provide customer with information about available options
for meeting customer needs and assist customer to identify
preferred option/s
2.4 Identify personal limitations in addressing customer needs
and seek assistance from designated persons where
required
29
3
Deliver service to customers
3.1 Provide prompt customer service to meet identified needs
according to organisational requirements
3.2 Provide information regarding problems and delays, and
follow-up within appropriate timeframes as necessary
3.3 Communicate with customers in a clear, concise and
courteous manner
3.4 Identify opportunities to enhance the quality of service and
products, and take action to improve the service whenever
possible
4
Process customer feedback
4.1 Promptly recognise customer feedback and handle
sensitively according to organisational requirements
4.2 Accurately record any feedback and communication
between customers and the organisation according to
organisational standards, policies and procedures
4.3 Identify any unmet customer needs and discuss suitability of
other products/services
4.4 Support customers to make contact with other services
according to organisational policies and procedures
Student Comments:
30
BSBWOR204A Use business technology
Element and Performance Criteria
RPL Date
Assessment Portfolio Date
Signature
Signature
1
Select and use technology
1.1 Select appropriate technology and software applications to
achieve the requirements of the task
1.2 Adjust workspace, furniture and equipment to suit user
ergonomic requirements
1.3 Use technology according to organisational requirements
and in a way which promotes a safe work environment
2
Process and organise data
2.1 Identify, open, generate or amend files and records
according to task and organisational requirements
2.2 Operate input devices according to organisational
requirements
2.3 Store data appropriately and exit applications without
damage to or loss of, data
2.4 Use manuals, training booklets and/or online help or helpdesks to overcome basic difficulties with applications
3
Maintain technology
3.1 Identify and replace used technology consumables in
accordance with manufacturer’s instructions and
organisational requirements
3.2 Carry out and/or arrange routine maintenance to ensure
equipment is maintained in accordance with manufacturer’s
instructions and organisational requirements
3.3 Identify equipment faults accurately and take action in
accordance with manufacturer’s instructions or report fault
to designated person
31
Student Comments:
Teacher/Supervisor Comments:
32