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| BSBITU307A |
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Develop keyboarding speed and accuracy
- Use safe work practices
- Adjust workspace furniture and equipment to suit ergonomic requirements of the user
- Ensure work organisation meets organisational and occupational health and safety (OHS) requirements for computer operation
- Identify and develop keyboarding skills
- Identify and apply keyboard functions for both alpha and numeric keyboard functions
- Apply touch typing technique to complete tasks
- Develop speed and accuracy in accordance with workplace requirements for level of responsibility
- Check accuracy
- Proofread document carefully to identify errors
- Amend document, ensure errors are corrected and complete a final accuracy check
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| BSBOHS201A |
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Participate in OHS processes
- 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
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| BSBFIA302A |
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Process payroll
- Record payroll data
- Check payroll data and clarify discrepancies with designated persons
- Enter employee pay period details and any deductions and allowances in payroll system in accordance with source documents
- Calculate payment due to individual employees to reflect standard pay and variations in accordance with employee source data
- Prepare payroll
- Prepare payroll within designated time lines in accordance with organisational policy and procedures
- Reconcile total wages for pay period check or correct irregularities or refer to designated persons for resolution
- Make arrangements for payment in accordance with organisational and individual requirements
- Obtain authorisation of payroll and individual pay advice in accordance with organisational requirements
- Produce, check and store payroll records in accordance with organisational policy and security procedures
- Follow security procedures for processing payroll and for maintaining payroll records
- Handle payroll enquiries
- Respond to payroll enquiries in accordance with organisational and legislative requirements
- Provide information in accordance with organisational and legislative requirements
- Ensure all enquiries outside area of responsibility and knowledge are referred to designated
- persons for resolution
- Ensure draft is proofread, where appropriate
- Complete additional information or follow up action within designated timelines in accordance with organisational policy and procedures
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| BSBFIA303A |
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Process accounts payable and receivable
- Maintain financial journal systems
- Check source documents for accuracy and appropriate authorisation
- Refer errors and discrepancies in source documents for resolution in accordance with organisational policy and procedures
- Enter transactions into cash and credit journal system in accordance with organisational policy and procedures, and relevant legislation and compliance requirements
- Total credit journals in accordance with organisational policy and procedures
- Prepare bank reconciliations
- Check cash journals against bank statements to identify differences
- Update cash journals with relevant data from bank statement/s
- Identify discrepancies and refer to appropriate staff member, organisation or agency
- Total cash journals in accordance with organisational policy and procedures
- Prepare regular reconciliation reports within designated timelines
- Maintain accounts payable and accounts receivable systems
- Enter transactions into individuals accounts payable and accounts receivable, in accordance with organisational policy and procedures, and accounting requirements
- Prepare schedules of accounts payable and receivable for reconciliation purposes in accordance with organisational requirements
- Reconcile schedules accounts payable and accounts receivable with journal data or general ledger in accordance with organisational requirements
- Process payments for accounts payable
- Reconcile accounts payable statements with accounting records in accordance with organisational policy and procedures
- Check payment documentation for accuracy of information and discrepancies and rectify any errors in accordance with organisational requirements
- Prepare statements for accounts receivable
- Produce and check accounts receivable statements for accuracy of content in accordance with organisational policy and procedures
- Rectify discrepancies and statements despatched within designated timelines
- Follow up outstanding accounts
- Maintain accounts receivable ledger system in accordance with organisational requirements to reflect current credit situation
- Conduct aged analysis of accounts receivable to identify outstanding accounts and to determine
- collection procedures, in accordance with organisational policy and procedures
- Report or follow up outstanding accounts in accordance with organisational policy and procedures
- Monitor and review credit terms in accordance with credit policy and procedures
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| BSBFIA304A |
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Maintain a general ledger
- Process journal entries
- Prepare general journal entries from source journals, in accordance with accounting requirements, organisational policy procedures and accounting standards
- Post journal entries into general ledger system in accordance with organisational policy procedures and accounting standards
- Reconcile accounts payable and accounts receivable subsidiary ledger systems with general ledger
- Ensure processing maintains the accounting equation and is completed within designated timelines
- Prepare payroll
- Prepare trial balance of general system in accordance with organisational requirements and accounting standards and ensure it is checked for accuracy
- Identify and rectify irregularities or refer them for resolution when trial balance does not balance in accordance with organisational policy and procedures
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| BSBADM307B |
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Organise schedules
- Establish schedule requirements
- Identify organisational requirements and protocols for diaries and staff planning tools
- Identify organisational procedures for different types of appointments
- Determine personal requirements for diary and schedule items for individual personnel
- Establish appointment priorities and clarify in discussion with individual personnel
- Manage schedules
- Identify recurring appointments and deadlines, and schedule these in accordance with individual and organisational requirements
- Establish availability of attendees and schedule new appointments in accordance with required timelines and diary commitments
- Negotiate alternative arrangements and confirm when established appointments are changed
- Record appointments and manage schedules in accordance with organisational policy and procedures
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| BSBITU302A |
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Create electronic presentations
- Prepare to create presentation
- Organise personal work environment in accordance with ergonomics requirements
- Determine purpose audience and mode of presentation in consultation with content author or presenter
- Identify presentation requirements in terms of supporting documents transparencies and equipment
- Apply work organisation strategies and energy and resource conservation techniques to plan work activities
- Create presentation
- Design slides notes and handout masters to incorporate organisational and task requirements in relation to image and preferred style, avoiding distractions
- Use software functions for consistency of design and layout to meet identified presentation requirements
- Balance presentation features for visual impact and emphasis
- Use advanced software features to streamline and customise the presentation for different audiences
- Prepare presentations within designated timelines
- Finalise presentation
- Use manuals, user documentation and online help to overcome problems with design and production
- Check presentation for spelling, consistency in presentation features and style, in accordance with task requirements
- Print presentation materials in accordance with presenter or audience requirements
- Store presentation in accordance with organisational requirements and exit the application without information loss or damage
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| BSBITU303A |
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Design and produce text documents
- Prepare to produce word-processed documents
- Use safe work practices to ensure ergonomic, work organisation, energy and resource conservation requirements are addressed
- Identify document purpose, audience and presentation requirements and clarify with relevant personnel as required
- Identify organisational and task requirements for text-based business documents to ensure consistency of style and image
- Design word processed documents
- Design document structure and layout to suit purpose audience and information requirements of the task
- Design document to enhance readability and appearance and to meet organisational and task requirements for style and layout
- Use style sheets and automatic functions to ensure consistency of design and layout
- Add tables and other data
- Insert a standard table into a document, changing cells to meet information requirements
- Insert and delete columns and rows as necessary
- Insert images and other data to meet required specifications
- Produce text documents
- Use advanced software functions to enable efficient production of documents
- Enter or import and edit text and other data to meet required specifications
- Preview, adjust and print documents in accordance with organisational and task requirements
- Name and store text documents in accordance with organisational requirements and exit the application without information loss/damage
- Prepare text documents within designated timelines and organisational requirements for speed and accuracy
- Use manuals, user documentation and online help to overcome problems with document design and production
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| BSBITU304A |
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Produce spreadsheets
- Select and prepare resources
- Adhere to ergonomic work organisation and occupational health and safety requirements
- Use energy and resource conservation techniques to minimise wastage
- Identify spreadsheet task requirements in relation to data entry, storage output and presentation
- Plan spreadsheet design
- Ensure spreadsheet design suits the purpose audience and information requirements of the task
- Ensure spreadsheet design enhances readability and appearance, and meets organisational and task requirements for style and layout
- Use style sheets and automatic functions to ensure consistency of design and layout
- Create spreadsheet
- Ensure data is entered, checked and amended to maintain consistency of design and layout in accordance with organisational and task requirements
- Format spreadsheet using software functions to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements
- Ensure formulae are tested and used to confirm output meets task requirements, in consultation with appropriate personnel as required
- Use manuals, user documentation and online help to overcome problems with spreadsheet design and production
- Produce simple charts
- Select chart type and design that enables valid representation of numerical data and meets organisational and task requirements
- Create charts using appropriate data range in the spreadsheet
- Modify chart type and layout using formatting features
- Finalise spreadsheets
- Preview, adjust and print spreadsheets and any accompanying charts in accordance with task requirements
- Ensure data input meets designated time lines and organisational requirements for speed and accuracy
- Name and store spreadsheet in accordance with organisational requirements and exit the application without data loss/damage
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| BSBADM311A |
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Maintain business resources
- Advise on resource requirements
- Calculate estimates of future and present business resource needs in accordance with organisational requirements
- Ensure advice is clear, concise and relevant to achievement of organisational requirements
- Provide information on the most economical and effective choice of equipment, materials and suppliers
- Identify resource shortages and possible impact on operations
- Monitor resource usage and maintenance
- Ensure resource handling is in accordance with established organisational requirements including occupational health and safety requirements
- Use business technology to monitor and identify the effective use of resources
- Use consultation with individuals and teams to facilitate effective decision-making on the appropriate allocation of resources
- Identify and adhere to relevant policies regarding resource use in the performance of operational tasks
- Routinely monitor and compare resource usage with estimated requirements in budget plans
- Acquire resources
- Ensure acquisition and storage of resources is in accordance with organisational requirements, is cost-effective and consistent with organisational timelines
- Acquire resources within available timelines to meet identified requirements
- Review resource acquisition processes to identify improvements in future resource acquisitions
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| BSBINM301A |
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Organise workplace information
- Collect and assess information
- Access product and service information in accordance with organisational requirements
- Ensure methods of collecting information are reliable and make efficient use of available time and resources
- Assess information for clarity, accuracy, currency and relevance to intended tasks
- Use interpersonal skills to access relevant information from teams and individuals
- Organise information
- Organise information in a format suitable for analysis interpretation and dissemination in accordance with organisational requirements
- Use appropriate technology/systems to maintain information in accordance with organisational requirements
- Collate information and materials, and communicate to relevant designated persons
- Identify difficulties organising and accessing information and solve collaboratively with individuals and team members
- Update and store information in accordance with organisational requirements and systems
- Review information needs
- Actively seek feedback on clarity, accuracy and sufficiency of information to ensure relevance of information and system
- Review the contribution of information to decision-making and implement appropriate modifications to collection processes
- Document future information needs and incorporate in modifications to reporting processes
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| BSBINM302A |
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Utilise a knowledge management system
- Access and use knowledge management system
- Access knowledge management system to assist with specific tasks, in line with system procedures
- Administer system, in line with procedures
- Input to knowledge management system
- Gather, analyse and prepare inputs for contribution to the system, in line with procedures
- Check inputs for clarity, accuracy, currency and relevance
- Make inputs to system in line with procedures
- Analyse requirements of the system and ensure suggestions for improvements are provided to relevant personnel
- Review and improve work practices
- Provide feedback about the clarity, accuracy, currency and relevance of the system's output to relevant personnel
- Document learning resulting from the use of the system
- Improve work practices as a result of learning from the use of the system
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| BSBWOR301A |
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Organise personal work priorities and development
- Organise personal work priorities and development
- Ensure that work goals and objectives are understood, negotiated and agreed in accordance with organisational requirements
- Assess and prioritise workload to ensure tasks are completed within identified timeframes
- Identify factors affecting the achievement of work objectives and incorporate contingencies into work plans
- Use business technology efficiently and effectively to manage and monitor scheduling and completion of tasks
- Monitor own work performance
- Accurately monitor and adjust personal work performance through self-assessment to ensure achievement of tasks
- Ensure that feedback on performance is actively sought and evaluated from colleagues and clients in the context of individual and group requirements
- Routinely identify and report on variations in the quality of service and products in accordance with organisational requirements
- Identify sources of stress and access appropriate supports and resolution strategies
- Coordinate personal skill development and learning
- Identify personal learning needs and skills gaps using self-assessment and advice from colleagues and clients in relation to role and organisational requirements
- Identify, prioritise and plan opportunities for undertaking personal skill development activities in liaison with work groups and relevant personnel
- Access complete and record professional development opportunities to facilitate continuous learning and career development
- Incorporate formal and informal feedback into review of further learning needs
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