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4 TVET CERTIFICATE IV in AUTOMOBILE TRANSMISSION & CONTROL SYSTEMS TECHNOLOGY CODE TRLATC4001 Kigali December, 2017
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  • 4

    TVET CERTIFICATE IV in

    AUTOMOBILE TRANSMISSION & CONTROL SYSTEMS TECHNOLOGY

    CODE

    TRLATC4001 Kigali December, 2017

  • 2 | P a g e

    TRLATC4001-TVET CERTIFICATE IV

    Automobile Transmission & Control systems technology

    REQF Level 4 CURRICULUM

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    © Workforce Development Authority, 2017

    Copies available from:

    Workforce Development Authority (WDA)

    P. O. BOX 2707 Kigali

    Tel: (+250) 255113365

    Fax: (+250) 255113365

    Email: [email protected]

    Web: www.wda.gov.rw

    Original published version updated:

    December, 2017

  • ii | P a g e

    Copyright

    The Competent Development Body of this Curriculum is © Workforce Development Authority

    (WDA). Reproduced with permission.

    The following copyright warning applies to the material from the Training Package:

    All rights reserved. This work has been produced initially with WDA. This work is copyright, but

    permission is given to trainers and teachers to make copies by photocopying or other

    duplicating processes for use with their own training organizations or in a workplace where the

    training is being conducted. This permission neither extends to the making of copies for use

    outside the immediate training environment for which they are made, nor to the making of

    copies for hire or resale to third parties. The views expressed in this version of the work do not

    necessarily represent the views of WDA. The competent Body neither gives warranty nor

    accepts any liability.

    The WDA owns the copyright on all Curricula. Schools may reproduce this program in part or in

    full for bona fide study or classroom purposes only. Acknowledgement of the WDA copyright

    must be included on any reproductions. Learners may copy reasonable portions of the

    curriculum for the purpose of study. Any other use of this curriculum must be referred to

    theWDA. Ph: (+250) 255113365; fax: (+250) 255113365.

    © Workforce Development Authority (WDA) 2017

    Published by

    Workforce Development Authority (WDA)

    P. O. BOX 2707 Kigali

    Tel: (+250) 255113365

    Internet: http:// www.wda.gov.rw

    http://www.wda.gov.rw/

  • iii | P a g e

    Table of Contents

    C o p y r i g h t i i

    T a b l e o f C o n t e n t s i i i

    L i s t o f a b b r e v i a t i o n s v i i

    A c k n o w l e d g m e n t s v i i i

    1 . G E N E R A L I N T R O D U C T I O N 1

    2 . Q U A L I F I C A T I O N D E T A I L S 2

    2.1 Description 2

    2.2 Minimum entry requirements 2

    2.3 Information about pathways 3

    2.4 Job related information 3

    2.5 Employability skills and life skills 3

    2.6 Information about competencies 6

    3 . T R A I N I N G P A C K A G E 7

    3.1 Course structure 7

    3.2Competencies chart 7

    3.3 Flowchart 9

    4 . A S S E S S M E N T G U I D E L I N E S 1 0

    4.1 Assessment Methodology 10

    4.2 Portfolio 10

    C C M C S 4 0 1 - C O M P U T E R S K I L L S 1 3

    LU 1:Describe the operating system 15

    LU 2:Customize computer features 22

    LU 3:Protect computer system 26

    C C M Q S 0 0 1 - Q U A L I T Y C U S T O M E R S E R V I C E 3 2

    LU 1:Develop and maintain product, service and market knowledge. 35

    LU 2:Provide a quality service experience to customers. 42

    LU 3:Deal with complaints and difficult customer service situations. 49

    LU 4:Manage and use information about clients and customers. 57

    C C M H E 4 0 1 - I M P L E M E N T I N G S . H . E . P O L I C I E S A N D P R O C E D U R E S 6 1

    LU 1:Identify hazardous areas to be improved. 63

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    LU 2 :Apply SHE practices. 70

    LU 3:Assess and control risks. 79

    LU 4:Awareness of SHE in working place. 84

    C C M E N 4 0 1 - I N T E R M E D I A T E W O R K P L A C E E N G L I S H 9 0

    LU 1:Write factual, descriptive, and explanatory texts. 93

    LU 2:Apply a range of listening strategies to understand predictable messages. 103

    LU 3:Discuss general and trade-related topics. 109

    LU 4:Read medium texts on general and trade-related topics. 115

    C C M K N 4 0 1 - I K I N Y A R W A N D A C Y ’ U M U N Y A M W U G A 1 2 1

    LU 1: Gukoresha ubuvanganzo gakondo bufatiye ku mwuga ashyikirana n’abandi. 124

    LU 2:Gukoresha Ikinyarwanda kiboneye uwiga agaragaza ibyiza by’ikoranabuhanga mu iterambere

    ry’umwuga no kugaragaza intêgo y’izina mbonera. 131

    LU 3:Gukoresha Ikinyarwanda kiboneye uwiga agaragaza ububi bw’ibiyobyabwenge mu rubyiruko no

    kugaragaza amategeko y’igenamajwi mu izina mbonera. 139

    LU 4:Gukoresha Ikinyarwanda kiboneye uwiga agaragaza uburyo bunyuranye bwo gufata neza

    ibidukikije. 145

    LU 5:Gukoresha Ikinyarwanda kiboneye uwiga agaragaza akamaro k’ubutabazi bw’ibanze no kwandika

    yubahiriza imyandikire y’Ikinyarwanda. 153

    C C M B P 4 0 1 - B U S I N E S S P L A N D E V E L O P M E N T 1 6 1

    LU 1:Identify elements of business plan. 163

    LU 2:Write a business plan in line with the identified elements 170

    LU 3:Establish strategies to monitor evaluate and update the businplan (Contingency plan). 183

    LU 4:Present a business plan 190

    A T C I A 4 0 1 - I N D U S T R I A L A T T A C H M E N T P R O G R A M ( I A P ) 1 9 6

    LU 1:Apply for internship/employment 198

    LU 2:Demonstrate appropriate workplace behavior and attitudes 202

    LU 3: Respect worker’s and employer’s rights and responsibilities 207

    LU 4: Organize and evaluate one’s internship 213

    G E N A M 4 0 1 - B A S I C A N A L Y S I S 2 1 9

    LU 1: Determine and analyze numerical functions 222

    LU 2: Apply fundamentals of differentiation 227

    LU 3: Apply natural logarithmic functions 232

    LU 4: Apply exponential functions 238

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    A T C A G 4 0 1 - A U T O M A T I C G E A R B O X R E P A I R I N G 2 4 4

    LU 1: Describe automatic transmission system 246

    LU 2: Dismount automatic transmission system components 253

    LU 3: Maintain and repair automatic transmission gearbox 260

    Summative Assessment 267

    A T C C R 4 0 1 - C L U T C H S Y S T E M R E P A I R I N G 2 7 2

    LU 1: Identify clutch system 275

    LU 2: Dismount clutch components 280

    LU 3: Inspect clutch components 291

    LU 4: Remount clutch components 296

    LU 5: Repair clutch control 301

    Summative Assessment 310

    A T C D R 4 0 1 - F I N A L D R I V E W I T H D I F F E R E N T I A L R E P A I R I N G 3 1 8

    LU 1: Dismount final drive with differential 321

    LU 2: Disassemble final drive with differential 335

    LU 3: Repair final drive with differential components 341

    LU 4: Remount and test final drive with differential 349

    Summative Assessment 361

    A T C G T 4 0 1 - M A N U A L G E A R B O X A N D T R A N S F E R B O X R E P A I R I N G 3 7 0

    LU 1: Dismount manual gearbox and transfer box 373

    L U 2: Disassemble manual gearbox and transfer box 385

    LU 3: Repair and reassemble gearbox and transfer 391

    LU 4: Mount and test gearbox and transfer 398

    Summative Assessment 407

    A T C H B 4 0 1 - H Y D R A U L I C B R A K E S Y S T E M R E P A I R I N G 4 1 2

    LU 1: Identify hydraulic brake system 414

    LU 2: Disassemble and inspect hydraulic brake components components 419

    LU 3: Maintain and repair mechanical brake components 424

    LU 4: Re Re-assemble and test mechanical brake system 429

    Summative Assessment 434

    A T C M B 4 0 1 - M E C H A N I C A L B R A K E S Y S T E M R E P A I R I N G 4 3 9

    LU 1: Identify mechanical brake system 441

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    LU 2: Disassemble and inspect mechanical brake components 446

    LU 3: Maintain and repair mechanical brake components 451

    LU 4: Re-assemble and test mechanical brake system 456

    Summative Assessment 461

    A T C A G 4 0 1 - P R O P E L L E R S H A F T , D R I V E S H A F T S A N D J O I N T S R E P A I R I N G 4 6 5

    LU 1: Dismount propeller shaft, drive shafts and joints 467

    LU 2: Repair propeller shaft and joints 474

    LU 3: Repair drive shafts and joints 479

    LU 4: Fix and test propeller shaft , drive shafts and joints 484

    Summative Assessment 488

    A T C S R 4 0 1 - S U S P E N S I O N S Y S T E M R E P A I R I N G 4 9 4

    LU 1: Describe suspension system 496

    LU 2: Repair suspension system components 501

    LU 3: Remount suspension system components 510

    Summative Assessment 516

    A T C S S 4 0 1 - S T E E R I N G S Y S T E M R E P A I R I N G 5 2 2

    LU 1: Describe steering 524

    LU 2: Repair steering system 529

    LU 3 Remount steering system 536

    Summative Assessment 540

    G L O S S A R Y a

  • vii | P a g e

    List of abbreviations

    1 or L: First or Low

    2 or S: Second

    ATF: Automatic transmission fluid

    B: Brake

    CV: Constant velocity

    CVTs: Continuous variable automatic transmissions

    D: Drive

    D1: Drive 1

    D2: Drive 2

    D3 or 3: Drive3

    D4: Drive4

    D5: Drive5

    E: Economic

    ECU: Electronic control unit

    E-CVT: Electronically controlled Continuous Variable Automatic Transmissions

    N: Neutral

    OD: Overdrive

    P: Park

    PPE: Personal Protective Equipment

    R: Reverse

    S: Sport

    SAE: Society of Automotive Engineers

    W: Winter

    TRLATC: Transport sector, Automobile transmission and control system technology

  • viii | P a g e

    Acknowledgments

    Workforce Development Authority wishes to thank the following people who participated in

    the development of this curriculum:

    Coordination

    RWAMASIRABO Aimable / Curriculum Coordinator, RP

    Facilitators

    HATEGEKIMANA Gratien, RP

    MUTIJIMA Asher Emmanuel

    Curriculum Development Team

    # Names Company/Institution Function

    1. MBONIGABA Innocent Instructor RP IPRC Kigali 2. UWIMANA Jean de Dieu Tvet Trainer ETAG TVT School

    3. NIYIBARUTA Sixte Mechanic RWANDA Motor Garage 4. TWIZERE Janvier Tvet Trainer ETAG Tvt school 5. HARERIMANA Andree Mechanic Kwetu Garage / Rusizi District 6. BAPFAGUHEKA Justin Mechanic Garage Joc 7. Eng NTIGURIRWA Jean

    Damascene Instructor IPRC Karongi

    8. TUYIZERE Felicien Tvet Trainer ETAG TVT School

  • 1 | P a g e

    1. GENERAL INTRODUCTION

    The curriculum presents a coherent and significant set of competencies to

    acquire to perform the occupation of an Automobile Transmission and

    Control System Technician. It is designed with an approach that takes into

    account the training needs, the work situation, as well as the goals and the means to

    implement training.

    The modules of the curriculum include a description of the expected results at the end of

    training. They have a direct influence on the choice of the theoretical and practical learning

    activities. The competencies are the targets of training: the acquisition of each is required for

    certification.

    The curriculum is the reference to carry out the assessment of learning. Assessment tools of

    learning are developed on the basis of this document.

    The curriculum consists of three parts. The first part is of general interest and shows the nature

    and goals of a program and the key concepts and definitions used in the document. The second

    part presents the qualification, its level in the qualification framework, its purpose, its rationale

    and the list of modules it comprises. The third part deals with the training package. It includes

    the competencies chart, the sequencing of module learning, the description of each module

    and the course structure.

    The pages describing the modules are the heart of a curriculum. They present the title of the

    module, the length of training, the amount of credits, the context in which the competency is

    performed, the prerequisite competencies, the learning units and the performance criteria.

    In each module, a course structure is provided. The course structure describes the learning

    outcomes (knowledge, skills and attitude) and the learning contents related to each learning

    unit. Also, the learning activities and resources for learning are suggested.

    Finally, the assessment specifications and guidelines are included in each module.

    Section

    1

  • 2 | P a g e

    Section

    2

    2. QUALIFICATION DETAILS

    2.1 Description

    This qualification provides theskills,

    knowledge and attitudes for a learner to be

    competent in a range of routine tasks and

    activities that require the application of a

    limited range of basic practical skills in a

    defined context. An Automobile

    Transmission and Control System

    Technician contributes in maintaining and

    repairing of clutch systems, gear box,

    transfer box, transmission shafts, joints,

    final drive with differential, brake system,

    suspension system and steering system for

    light and heavy vehicles, henceforth

    contributing to the national and regional

    development. Learners may work with

    some autonomy or in a team but usually

    with minimum supervision.

    At the end of this qualification, qualified

    learners will be able to:

    1. Implement safety, health and environmentalpolicies and procedures

    2. Develop business plan 3. Provide quality customer service 4. Apply Computer Skills 5. Use Intermediate English at workplace 6. Gukoresha Ikinyarwanda cy’

    umunyamwuga 7. Apply Basic Analysis 8. Repair clutch system 9. Repair manual gearbox and transfer box 10. Repair automatic gearbox 11. Repair propeller shaft, drive shafts and

    joints 12. Repair final drive with differential 13. Repair suspension system 14. Repair mechanical brake system 15. Repair hydraulic brake system 16. Repair steering system 17. Integrate the workplace

    2.2 Minimum entry requirements

    The minimum entry requirement to this

    qualification is to be physically and mentally

    fit with broad knowledge, skills and attitude

    of automobile background.

    Title: TVET Certificate IV in

    Automobile Transmission &

    Control systems technology

    Level: REQF Level 4

    Credits: 120

    Sector: Transport

    Sub-sector: Auto Transmission & Control

    systems technology

    Issue date: December, 2017

  • 3 | P a g e

    2.3 Information about pathways

    2.4 Job related information

    This qualification prepares individuals to integrate the automobile technolgy industry with the

    professionalization of auto transmission and control system techinician; this qualification again offers

    the opportunity to execute the works as auto transmission and control system techiniciawhile ensuring

    that safety, security and environmental regulations are respected.

    2.5 Employability skills and life skills

    Through the generic modules, individuals with this qualification have acquired the life and

    employability skills to meet the following industry or enterprise requirements:

    Personal development

    Understand own personal values, strengths and areas of challenge or weakness and

    are able to effectively use or address them

    Preferred pathways for candidates entering

    this qualification include:

    TVET Certificate III in Automobile

    technology

    Recognition of prior learning related

    to this qualification

    Progression route of candidates achieving

    this qualification include:

    TVET Certificate V in Automobile

    technology

    A range of other related TVET

    Certificate V qualifications.

    Pathways into the qualification

    Pathways from the qualification

    Possible jobs related to this qualification

    Automobile Suspension, Steering and Braking Systems Technician

    AutomobileTransmission Repair Technician

  • 4 | P a g e

    Develop, implement and evaluate progress toward personal goals;

    Know own preferred way of learning, take initiative for learning new skills, and know

    how to monitor own learning progress.

    Interpersonal communication

    Communicate and get along well with others, in a variety of settings and for a range of

    purposes;

    Speak and listen actively and appropriately, one-on- one and in groups;

    Cooperate and work effectively within a group;

    Provide good customer service.

    Health, hygiene and safety

    Know the standard health and safety practices and regulations in the workplace;

    Maintain hygiene and personal grooming;

    Identify unsafe situations;

    Respond to emergencies and accidents at work;

    Prevent HIV/Aids and sexual violence.

    Environment sustainability

    Know the environmental regulations in Rwanda;

    Dispose of waste;

    Recycle waste and

    Report environmental hazards to appropriate person.

    Integration of the workplace

    Know how to apply for and present themselves for employment;

    Demonstrate good time management and show up for work on time;

    Demonstrate behaviour and attitudes that are appropriate for the workplace and

    understand that workplaces have policies and procedures that need to be followed;

    Take initiative and responsibility for own work and know how to work under and

    respect supervision;

  • 5 | P a g e

    Know the rights and responsibilities of workers and employers and explore ways to

    exercise rights in the workplace.

    Financial fitness

    Understand principles and tools behind personal and family money-management;

    Understand the importance of saving and reducing expenses;

    Organize and manage personal and household finances;

    Create a personal budget and think strategically about their finances;

    Evaluate their options for earning money and are familiar with ways to establish and maintain

    personal credit;

    Be aware of the risks associated with credit.

    Management of a small business

    Simulate income-generating activities with the basic cycles of business;

    Plan for income-generating activity expenses and loan repayments;

    Keep basic business financial records;

    Evaluate the risks and opportunities of using credit in income generating contexts;

    Distinguish between money to be used for investment into own income-generating activities,

    for family expenses, and for savings;

    Know the different market actors.

    Computer skills

    Operate a computer

    Use word processing applications in the production of workplace or personal

    documents

    Create and use spreadsheets and charts through the use of spreadsheet software

    Design electronic presentations

    Send, receive and manage electronic mail (email), as well as to collaborate online using

    chat rooms, intranets and instant messaging.

  • 6 | P a g e

    Number of competencies: 17 Core competencies: 11 Complementary competencies: 6 The total number of Credits: 120

    2.6 Information about competencies

    No Code Complementary competencies Credit

    1 CCMCS401 Apply computer skills 3

    2 CCMQS401 Provide quality customer service 3

    3 CCMHE401 Implement SHE policies and procedures 3

    4 CCMEN401 Use intermediate English at workplace 3

    5 CCMKN401 Gukoresha Ikinyarwanda cy’umunyamwuga 3

    6 CCMDB401 Develop business plan 3

    Total 18

    No Code Core competencies Credit

    GEN

    ERA

    L

    1 GENAM401 Apply Basic Analysis 10

    SPEC

    IFIC

    2 ATCCR401 Repair clutch system 9

    3 ATCGT401 Repair manual gearbox and transfer box 10

    4 ATCAG401 Repair automatic gearbox 8

    5 ATCPR401 Repair propeller shaft, drive shafts and joints 5

    6 ATCDR401 Repair final drive with differential 7

    7 ATCSR401 Repair suspension system 9

    8 ATCMB401 Repair mechanical brake system 3

    9 ATCHB401 Repair hydraulic brake system 5

    10 ATCSS401 Repair steering system 6

    11 ATCIA401 Integrate the workplace 30

    Total 102

  • 7 | P a g e

    3. TRAINING PACKAGE

    The training package includes the competencies chart, the flowchart, the

    modules, the course structure, and the assessment guidelines.

    3.1 Course structure

    The course structure describes the learning outcomes for each learning unit. These learning

    outcomes are the essential skills and knowledge to be acquired. The contents to be covered for

    each learning outcome are prescriptive. The Learning Activities contain a series of suggestions,

    usually with several options, that will guide the learner and the trainer.

    3.2Competencies chart

    The competencies chart is a table that presents an overview of the specific competencies, the

    general competencies, the work process and the time allocated to each competency. This table

    provides an overall view of the competencies of the training program and allows identification

    of the logical sequence of the learning of these competencies.

    The competencies chart shows the relationship between general competencies and specific

    competencies that are particular to the occupation, as well as the key stages of the work

    process. It shows the links between the elements in the horizontal axis and those in the vertical

    axis. The symbol (ο) marks a relationship between a general competency and specific

    competency. The symbol (∆) indicates a relationship between a specific competency and a step

    in the process of work. When the symbols are darkened, it indicates that the link is taken into

    account in the description of the specific competency.

    The competencies chart allows the trainer to consider the complexity of the competencies in

    the organization of the progress of learning. Therefore, the vertical axis shows the specific

    competencies in the order they should be acquired.

    This is the starting point of the presentation of the competencies in the flowchart presented in

    the following pages.

    Section

    3

  • 8 | P a g e

    Figure 1: Competencies chart

    Between the process and particular competencies| Between general and particular competencies

    ▲: Functional link application ●: Functional link application

    ∆: Functional link existence ο: Functional link existence

    Automobile Transmission and Control System Technician

    PROCESS GENERAL AND COMPLEMENTARY COMPETENCIES

    SPECIFIC COMPETENCIES Du

    rati

    on

    (9

    20

    Hrs

    )

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    oo

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    nd

    eq

    uip

    men

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    th

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    wo

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    r sk

    ills

    Pro

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    cust

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    lem

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    po

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    s an

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    rmed

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    En

    glis

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    t w

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    and

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    Dev

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    Ap

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    Bas

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    ysis

    #

    1

    2

    3

    4

    5

    6

    7

    Duration (280Hrs) 30

    30

    30

    30

    30

    30

    10

    0

    1. Repair clutch system

    90 ▲ ▲ ▲ ▲ ▲ ○ ○ ○ ○ ○ ○ ○

    2.

    Repair manual gearbox and transfer box

    100 ▲ ▲ ▲ ▲ ▲ ○ ○ ○ ○ ○ ○ ○

    3. Repair automatic gearbox

    80 ▲ ▲ ▲ ▲ ▲ ○ ○ ○ ○ ○ ○ ○

    4.

    Repair propeller shaft, drive shafts and joints

    50 ▲ ▲ ▲ ▲ ▲ ○ ○ ○ ○ ○ ○ ○

    5. Repair final drive with differential

    70 ▲ ▲ ▲ ▲ ▲ ○ ○ ○ ○ ○ ○ ○

    6. Repair suspension system

    90 ▲ ▲ ▲ ▲ ▲ ○ ○ ○ ○ ○ ○ ○

    7. Repair mechanical brake system

    30 ▲ ▲ ▲ ▲ ▲ ○ ○ ○ ○ ○ ○ ○

    8. Repair hydraulic brake system

    50 ▲ ▲ ▲ ▲ ▲ ○ ○ ○ ○ ○ ○ ○

    9. Repair steering system

    60 ▲ ▲ ▲ ▲ ▲ ○ ○ ○ ○ ○ ○ ○

    10. Integrate workplace 300 ▲ ▲ ▲ ▲ ▲ ● ● ● ● ● ● ●

  • 9 | P a g e

    3.3 Flowchart

    The flowchart of sequencing of learning is a schematic representation of the order of

    acquisition of the competencies. It provides an overall planning of the entire training

    programme and shows the relationship between the modules. This type of planning is to ensure

    consistency and progression of learning. For each module, the flowchart shows the learning

    that is already in place, the learning that is to take in parallel or later. The positions defined will

    have a decisive impact on all subsequent pedagogical choices. The flowchart of the sequence of

    learning of the modules of the training programme is presented on the following page.

    Figure 2: Flowchart

    Implementing S.H.E. Policies And

    Procedures 3 Quality Customer Service 3

    Computer Skills 3 Intermediate Workplace English 3

    Ikinyarwanda Cy’umunyamwuga 3

    Basic Analysis 10

    Clutch System Repairing 9 Automatic Gearbox Repairing 8

    Final Drive With Differential Repairing 7 Hydraulic Brake System Repairing 5

    Mechanical Brake System Repairing 3

    Manual Gearbox And Transferbox Repairing 10

    Suspension System Repairing 9

    Propeller Shaft, Drive Shafts And Joints Repairing 5

    Steering System Repairing 6

    Business Plan Development 3

    Industrial Attachment Program (IAP) 30

  • 10 | P a g e

    4. ASSESSMENT GUIDELINES

    4.1 Assessment Methodology

    To assess knowledge, practical, and application skills through a jury system of continuous

    evaluation that encourages learners to display understanding of the principles in application to

    set practical tasks and their attendant theory to assess self-learning.

    4.2 Portfolio

    A portfolio is a collection of learner work representing learner performance. It is a folder (or

    binder or even a digital collection) containing the learner’s work as well as the learner’s

    evaluation of the strengths and weaknesses of the work. Portfolios reflect not only work

    produced (such as papers and assignments, direct demonstration, indirect demonstration,

    products, documents), but also it is a record of the activities undertaken over time as part of

    learner learning. The portfolio is meant to show learner growth, development, and

    achievements in the education system. It also shows that you have met specific learning goals

    and requirements. A portfolio is not a project; it is an ongoing process for the formative

    assessment. The portfolio output (formative assessment) will be considered only as enough for

    complementary and general modules. Besides, it will serve as a verification tool for each

    candidate that he/she attended the whole training before he/she undergoes the summative

    assessment for specific modules.

    There are two types of assessment (Formative Assessment and Summative/Integrated

    Assessment). Each assessment has its own rule for passing to be declared competent.

    Formative Assessment

    This is applied on all types of modules (e.g. Complementary, General and Specific modules)

    A trainee to be competent for a formative module must have at least 70% on checked

    items or “yes” in indicators (e.g. questions, indicators in the checklist)

    Each trainee should be competent on all formative assessments to be declared competent

    on that module

    All formative assessment should be declared competent before taking the

    summative/integrated assessment

    Section

    4

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    Summative/Integrated Assessment

    All Summative/Integrated assessment should match with the content of the module in the

    curriculum.

    Summative/Integrated Assessment is always in practical, giving it as a theoretical type of

    assessment is not acceptable.

    The integrated situation provided in the curriculum is a sample of the assessment to be

    carried out, the Trainer/Teacher has the role of developing another one referring to the

    task to be carried out in the integrated situation in accordance to the circumstances inside

    school, but the integrated situation should stick on the components of a task.

    During Summative/Integrated assessment, assessor panel members should be three (3).

    This Summative/Integrated assessment can be seen in specific modules and the Trainee

    can be declared competent by the following rules:

    For YES or NO scoring of indicators in Summative/Integrated Checklist

    The trainee can be declared competent based on the assessment CRITERIA and its respective

    assessment indicators

    Assessment Criteria Passing Line in the

    assessment indicators

    Quality of Process 90%

    Quality of Product 100%

    Relevance 90%

    Rest of Criteria/ any other criteria

    (example: Safety)

    100%

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    Note: the Assessor should check if the 10% indicator (Quality of Process and Relevance) in

    which the Trainee was not able to meet during Summative/Integrated Assessment should not

    be among those indicators that can cause any hazard, or the one indicator that is performed

    poorly where there is room for improvement.

    1. During assessment, trainees with special needs (e.g. people with disability) should be

    assisted accordingly.

    2. Deputy School Manager in-charge of Studies, Class Teacher, and Trainer should consider

    the status (competent/not yet competent) of trainees before delivering the next module

    with pre-requisites.

    3. Respect of flowchart particularly in considering the delivery of modules which has

    prerequisite of a following/subsequent module is considered in issuing TVET certificate,

    otherwise other modules can be given anytime.

    4. All evidences during assessment (e.g. quiz, checklist, forms) should have a written form

    that is compiled in the Trainer (source) and Trainee (result) portfolio. Portfolio is the

    responsibility of School, Class Teacher, and Trainees. It should be given to trainees after

    certification.

    5. Industrial Attachment Program (IAP)

    - All Trainees should finish and declared competent on all modules before taking IAP

    module.

    - Trainees should finish and declared competent on the 30 hours content of IAP

    module written in the curriculum before they go to workplace or industry.

    - The school should organize visit for all trainees in the workplace or industry to

    confirm and assist IAP especially in filling up the logbook.

    - An interview to the trainee should be conducted in the school after the IAP has

    been completed and should be documented in the trainee portfolio.

    - All completed logbooks should be part of the trainee portfolio.

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    C C M C S 4 0 1 - COMPUTER SKILLS

    CCMCS401 Apply Computer Skills

    REQF Level: 4 Learning hours

    Credits: 3 30

    Sector: All

    Sub-sector: All

    Issue date: July, 2019

    Purpose statement

    The use of ICT in several areas has grown appreciably in recent years. ICT products are now used by most people, ranging from mobile phones and digital TVs through to personal computers and the World Wide Web. This qualification focuses on providing skills, experience and confidence for those learners who struggle to make the most of technology to demonstrate creative thinking, problem solving and knowledge construction. It focuses on completing workplace tasks, such as creating documents with text, graphics and numerical information using commonly used tools such as: Microsoft Office – Excel, PowerPoint. Also the leaner will have the skills on how to protect the data in the computer systems.

    Competence

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    Learning assumed to be in place

    Not applicable

    Elements of competency and performance criteria

    Learning units describe the essential outcomes of a competency.

    Performance criteria describe the required performance needed to demonstrate achievement

    of the learning unit.

    By the end of the module, the trainee will be able to:

    Elements of competency Performance criteria

    1.Describe the operating system

    Proper description of operating system components

    Proper description of characteristics of an Operating System

    Proper description of operating system types

    Proper description of operating system functions

    proper description of operating system file system

    2.Customize the computer

    features

    Proper identification of customer requirements for an operating

    system

    Proper Identification of Minimum Hardware Requirements for

    operating system to be used

    Proper customization of operating system

    3. Protect computer system

    Proper installation of software utilities according to the

    manufacturer specifications

    Regular scanning of computer and elimination of virus as per

    safety standards

    Accurate backup of computer data based on OS installation

    Appropriate restoration of computer data based on OS installed

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    Learning unit

    LU 1:Describe the operating system

    1 Learning Outcomes:

    1. Describe components of operating system 2. Describe the characteristics of operating system 3. Describe the types of operating system 4. Describe the functions of operating system 5. Describe the operating system file system

    15 Hours

    Learning Outcome 1.1:Describe components of operating system

    User interface

    Graphical user interface (GUI).

    Shell(CLI)

    Kernel

    micro kernel

    monolithic kernel

    File management system

    Disk-based

    Network-based

    Virtual

    o Brainstorming on components of operating system

    o Demonstration on components of operating system

    o Group discussions on components of operating system

    - Computer - Projector - software - Whiteboard - Marker - Duster - Text books - Lecture notes - Papers - Internet

    Formative Assessment 1.1

    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Content Learning activities Resources

    Performance criterion

    Proper description of components of operating system

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    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Performance

    Multiple choice True or false question Matching Sentence completion Ticking Expose (presentation )

    Checklist Score

    Yes No

    Indicator: User interface is described

    Graphical user interface (GUI).

    Shell(CLI)

    Indicator: Kernel is described

    Micro kernel

    Monolithic kernel

    Indicator : File management system is described

    Disk-based

    Network-based

    Virtual

    Observation

    Learning Outcome 1.2: Describe the characteristics of operating system

    Multi-user

    Multitasking

    Multiprocessing

    Multithreading

    o Brainstorming on

    characteristics of operating system

    o Group discussions on

    characteristics of operating system

    - Computer - Projector - software - Whiteboard - Marker - Duster - Text books - Lecture notes - Papers - Internet

    Formative Assessment 1.2

    Content Learning activities Resources

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    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Multiple choice True or false question Matching Sentence completion Ticking Expose (presentation)

    Checklist Score

    Yes No

    Indicator: Multi-user computer is described

    Indicator:Multitasking computer is described

    Indicator:Multiprocessing computer is described

    Indicator:Multithreading computer is described

    Observation

    Learning Outcome 1.3: Describe the types of operating system

    Single-user, single task Android Blackberry iOS(iPhone OS) Windows 8 phone

    Multi-user, multi-task Unix Lunix

    Real Time Operating Systems

    o Demonstration on types of operating system

    o Group discussions on types of operating system

    - Computer - Projector - software - Text books - Lecture notes - Papers - Internet

    Content Learning activities Resources

    Performance criterion

    Proper description of characteristics of an operating system

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    Industrial machine Laboratories

    machine

    Single-user, Multi-tasking Windows xp Windows vista Windows 7 Windows 8 Windows 10 Mac OS

    Formative Assessment 1.3

    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Multiple choice True or false question Matching Sentence completion Ticking Expose (presentation)

    Checklist Score

    Yes No

    Indicator: Single-user, single task operating system are described

    Android

    Blackberry

    iOS(iPhone OS)

    Windows 8 phone

    Indicator: Multi-user, multi-task operating system are described

    Unix

    Lunix

    Indictor: Real Time Operating Systems operating system are described

    Industrial machine

    Laboratories machine

    Indicator: Single-user, Multi-tasking operating system are described

    Performance criterion

    Proper description of operating system types

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    Windows xp

    Windows vista

    Windows 7

    Windows 8

    Windows 10

    Observation

    Learning Outcome 1.4: Describe the functions of operating system

    Basic functions of operating system

    Intermediator

    Process Management

    File Management

    Memory Management

    Security

    Job Scheduling

    o Group discussions on functions of operating system

    o Brainstorming on functions of operating system

    - Computer - Projector - software - Text books - Internet

    Formative Assessment 1.4

    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Multiple choice True or false question Matching Sentence completion Ticking Expose (presentation)

    Content Learning

    activities

    Resources

    Performance criterion

    Proper description of operating system functions

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    Checklist Score

    Yes No

    Indicator: Basic functions of operating system are described

    Intermediator

    Process Management

    File Management

    Memory Management

    Security

    Job Scheduling

    Observation

    Learning Outcome 1.5: Describe the operating system file system

    File system role

    File system types

    File Allocation Table(FAT12,FAT16,FAT32,exFAT)

    New Technology File System (NTFS).

    Apple file system (APFS)

    Hierarchical file system(HFS and HFS Plus)

    Veritas File System(VFS)

    o Demonstration on number and mathematical calculations

    o Group discussions on addition, multiplication and division operations.

    o Practical exercises on number and mathematical calculations

    o Practical exercises on mathematical function(average, minimum, maximum and count numbers

    - Computer - Projector - software - Whiteboard - Marker - Duster - Text books - Lecture notes - Papers - Internet

    Formative Assessment 1.5

    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Content Learning activities Resources

    Performance criterion

    Proper description of operating system files system

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    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    - Multiple choice - True or false question - Matching - Sentence completion - Ticking - Expose (presentation)

    Checklist Score

    Yes No

    Indicator: File system types are described

    File Allocation Table(FAT12,FAT16,FAT32,exFAT)

    New Technology File System (NTFS).

    Apple file system (APFS)

    Hierarchical file system(HFS and HFS Plus)

    Veritas File System(VFS)

    Observation

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    Learning unit

    LU 2:Customize computer features

    2 Learning Outcomes:

    1. Identify the customer requirement for an operating system 2. Identify the minimum hardware requirements for operating

    system for operating system to be sued 3. Customize the operating system

    10 Hours

    Learning Outcome 2.1:Identify the customer requirement for an operating system

    Requirements to be

    considered

    Budget constraints

    Compatibility with current hardware

    Compatibility with new hardware

    How the computers will be used

    Compatibility with existing applications

    Types of new applications to be used

    o Brainstorming on operating system customer requirements

    o Group discussions on operating system customer requirements

    o Demonstration on operating system customer requirements

    - Computer - Projector - software - Text books

    Formative Assessment 2.1

    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Content Learning activities Resources

    Performance criterion

    Proper identification of customer requirements for an operating system

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    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Multiple choice True or false question Matching Sentence completion Ticking Expose (presentation

    Checklist Score

    Yes No

    Indicator: Customer requirement for an operating system are identified

    Budget constraints

    Compatibility with current hardware

    Compatibility with new hardware

    How the computers will be used

    Compatibility with existing applications

    Types of new applications to be used

    Observation

    Learning Outcome 2.2: Identify minimum hardware requirements for operating system to be used

    Possible hardware upgrades

    RAM capacity

    Hard drive size

    CPU

    Video card memory and speed

    Motherboard

    o Group discussions on

    minimum hardware requirements

    - Computer - Projector - software - Text books - Internet

    Formative Assessment 2.2

    Content Learning

    activities

    Resources

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    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Multiple choice True or false question Matching Sentence completion Ticking Expose (presentation)

    Checklist Score

    Yes No

    Indicator:Possible hardware upgrades are identified

    RAM capacity

    Hard drive size

    CPU

    Video card memory and speed

    Motherboard

    Observation

    Learning Outcome 2.3:Customize the operating system

    User account creation

    computer and windows explorer

    Manage user account

    Manager disk drives

    Manage windows services

    Schedule tasks with Task Scheduler

    o Brainstorming on operating system customization

    o Demonstration on operating system customization

    o Practical exercises on operating system customization

    - Computer - Projector - software - Text books - Internet

    Content Learning activities Resources

    Performance criterion

    Proper identification of minimum hardware requirements for operating system to be used

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    Check system events with Event Viewer

    Verify your network shares with Shared Folders

    Control panel utilities

    Formative Assessment 2.3

    Assessor may collect among the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Multiple choice True or false question Matching Sentence completion Ticking Expose (presentation)

    Checklist Score

    Yes No

    Indicator: operating system is customized

    User account creation

    Computer and windows explorer

    Manage user account

    Manager disk drives

    Manage windows services

    Schedule tasks with Task Scheduler

    Check system events with Event Viewer

    Observation

    Performance criterion

    Proper customization of the operating system

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    Learning unit

    LU 3:Protect computer system

    3 Learning Outcomes:

    1. Install software utilities 2. Scan and Eliminate virus 3. Backup of computer data based on OS 4. Restore computer data based on OS installed

    5 Hours

    Learning Outcome 3.1:Install software utilities

    Description of software

    tools utilities

    Anti-virus

    Anti-malware

    Anti-spyware

    Adware

    Backup software

    Backup media

    Installation of software tools\utilities

    Anti-virus

    Anti-malware

    Anti-spyware

    Adware

    Backup software

    Backup media

    o Brainstorming on security software

    o Group discussion on computer security

    o Practical exercise on antivirus installation

    - Computer Lab - Projector - Computer with OS

    installed - White Board - Markers - Computer Lab with

    internet access - Projector - Computer with OS

    installed - Antivirus

    Formative Assessment 3.1

    Content Learning activities Resources

    Performance criterion

    Proper installation of software utilities according to the manufacturer

    specifications

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    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written or Oral

    Multiple choice True or false question Matching Sentence completion Ticking Expose (presentation)

    Checklist Score

    Yes No

    Indicator: Software tools utilities are installed

    Anti-virus

    Anti-malware

    Anti-spyware

    Adware

    Backup software

    Backup media

    Observation

    Learning Outcome 3.2: Scan and Eliminate virus

    Description of scan types Full system scan On demand scan On access scan

    Description of san mode Manual Automatic Scheduled

    Virus elimination Elimination by neutralization Elimination by deleting Elimination by quarantine

    o Presentation on computer virus scan types

    o Brainstorming on computer virus scan

    o Practical exercises on computer virus scan

    - Computer Lab with internet access

    - Projector - Computer with OS

    installed - Antivirus - White Board - Markers

    Formative Assessment 3.2

    Content Learning activities Resources

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    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written

    Multiple choice True or false question Matching Sentence completion Ticking Expose (presentation)

    Checklist Score

    Yes No

    Indicator: Scan type are described

    Full system scan

    On demand scan

    On access scan

    Indicator: Scan mode is described

    Manual

    Automatic

    Scheduled

    Indicator: Virus are eliminated

    Neutralization

    Deleting

    Quarantine

    Observation

    Performance criterion

    Regular computer scan and elimination of virus as per safety standards

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    Learning Outcome 3.3: Backup of computer data based on OS

    Selection of backup types Normal/Full backup Copy backup Differential backup Incremental backup Daily backups

    Selection of common backup devices Tape drive Digital audio

    tape(DAT) drives Auto-loader tape

    systems Magnetic optical

    drives Removable disks Disk drives

    o Brainstorming on backup types

    o Practical exercises on backup

    - Computer Lab with internet access

    - Projector - Computer with OS

    installed - Antivirus - White Board - Markers

    Formative Assessment 3.3

    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral

    Performance

    Matching Sentence completion Ticking Expose (presentation ) Task on backing up data

    Checklist Score

    Yes No

    Indicator: Backup types are described

    Normal/Full backup

    Content Learning activities Resources

    Performance criterion

    Accurate backup of computer data based on OS installation

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    Copy backup

    Differential backup

    Incremental backup

    Daily backups

    Indicator: Common backup devices are selected

    Tape drive

    Digital audio tape(DAT) drives

    Auto-loader tape systems

    Magnetic optical drives

    Removable disks

    Disk drives

    Observation

    Learning Outcome 3.4: Restore computer data based on OS installed

    Selection restore devices HHD/SSD USB/ Flash Driver Tapes drives Magnetic optical

    drives CDs DVDs Disc drives

    o Brainstorming on backup types o Practical exercises on data

    restore

    - Computer Lab with internet access

    - Hard disk drive - Flash drive - Tape drive - CDs, DVDs - Projector - Computer with OS

    installed - Antivirus

    Formative Assessment 3.4

    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral

    Performance

    Matching Expose (presentation ) Task on restoring data

    Content Learning activities Resources

    Performance criterion

    Appropriate restoring of computer data based on OS installed

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    Checklist Score

    Yes No

    Indicator: Restoring devices are selections

    HHD/SSD

    USB/ Flash Driver

    Tapes drives

    Magnetic optical drives

    CDs

    DVDs

    Disc drives

    Observation

    References:

    https://www.ctdlc.org/remediation/indexComputer.html

    https://www.ctdlc.org/remediation/mouse.html

    https://www.ctdlc.org/remediation/software.html

    https://www.ctdlc.org/remediation/copypaste.html

    https://cce.sydney.edu.Sau/course/BCEI

    https://www.ctdlc.org/remediation/copypaste.htmlhttps://cce.sydney.edu.sau/course/BCEI

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    Competence

    C C M Q S 0 0 1 - QUALITY CUSTOMER SERVICE

    CCMQS401 Provide quality customer service

    REQF Level: 4 Learning hours

    Credits: 3 30

    Sector: All

    Sub-sector: All

    Issue date: July, 2019

    Purpose statement

    This module describes the skills, knowledge and attitude required to provide quality customer service and deal with any matter related to business during, before and after a service delivery. The module will allow the participant to identify opportunities for products and services delivery and reflect on information received to devise changes and suggest coping strategies. Moreover, the trainee will also develop and use communication techniques intended for the management of the complaints and ways of recording customer information.

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    Learning assumed to be in place

    Not applicable

    Elements of competency and perfomance criteria

    Learning units describe the essential outcomes of a competency.

    Performance criteria describe the required performance needed to demonstrate achievement

    of the learning unit.

    By the end of the module, the trainee will be able to:

    Elements of competency Performance criteria

    1. Develop and maintain product, service and market knowledge.

    1.1 Proper identification of opportunities and use of formal and informal research to develop and maintain knowledge of products and services.

    1.2 Appropriate use of customer feedback and workplace observation to evaluate products, services and promotional initiatives and identify changes in customer preferences, needs and expectations.

    1.3 Effective sharing of market, product and service knowledge obtained with colleagues to enhance the effectiveness of the team.

    1.4 Suggestion of ideas to appropriate person for product and service adjustments to meet customer needs for future planning according to organization policy.

    2. Provide a quality service experience to customers.

    1.1. Determination and clarification of customer preferences, needs and expectations.

    1.2. Proper offering of accurate information about appropriate products and services to customers to meet their needs and expectations.

    1.3. Anticipation of customer preferences needs and expectations throughout the service experience and provide products and services in a timely manner, appropriate to individual needs and preferences, and according to organization standards.

    1.4. Offering possible extras and add-ons appropriately and provision of personalized and additional services and products where appropriate.

    1.5. Proactive promotion of products and services at appropriate opportunities according to current organization goals and promotional focus and appropriate employment of selling

    3. Deal with complaints

    and difficult customer

    3.1 Proper use of questioning techniques to establish and agree on the nature, possible cause and details of the complaint or difficult customer service situation with the customer and assessment of the impact on the customer of the situation.

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    service situations. 3.2 Effective use of communication techniques to assist in the management of the complaint and handle the situation sensitively, courteously and discreetly.

    3.3 Proper determination of possible options to resolve the complaint and prompt analysis and decision on the best solution, taking into account any organization constraints.

    3.4 Appropriate use of techniques to turn complaints into opportunities to demonstrate high quality customer service.

    3.5 Effective provision of feedback on complaints to appropriate personnel in order to avoid future occurrence.

    3.6 Reflection and evaluation of complaint and solution to enhance response to future complaints or difficult service situations.

    4. Manage and use

    information about

    clients and customers

    1.1 Proper determination and record of customer information where appropriate to provide personalized service.

    1.2 Perfect development and maintaining of knowledge of organization promotional initiatives and implementation where appropriate.

    1.3 Proactive provision of enhanced products and services to clients and customers based on client information.

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    Learning Outcome 1.1:Identify opportunities and use formal and informal research to

    develop and maintain knowledge of products and services.

    Products and services knowledge and its importance

    Opportunities to develop and maintain knowledge of products and services Membership of

    industry associations and networks

    Conventional and creative sources of information

    o Large group discussion o Role plays o Small group activity o Brainstorming o Question and answer

    - Role play scenario - Reference books - Online materials - Scholarly materials

    Learning unit

    LU 1:Develop and maintain product, service and market knowledge.

    1 Learning Outcomes:

    1. Identify opportunities and use formal and informal research to develop and maintain knowledge of products and services.

    2. Use customer feedback and workplace observation to evaluate products, services and promotional initiatives and identify changes in customer preferences, needs and expectations.

    3. Share market, product and service knowledge obtained with colleagues to enhance the effectiveness of the team

    4. Suggest ideas to appropriate person for product and service adjustments to meet customer needs for future planning according to organization policy.

    5 Hours

    Content Learning activities Resources

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    Learning Outcome 1.1:Identify opportunities and use formal and informal research to

    develop and maintain knowledge of products and services. (Cont.)

    Formal and informal research techniques:

    Discussions with colleagues

    Reading organization information

    Research of product and service information brochures

    General media Attendance at conferences,

    trade shows and industry events

    Distributing surveys and questionnaires

    o Large group discussion o Role plays o Small group activity o Brainstorming o Question and answer

    - Role play scenario - Reference books - Online materials - Scholarly materials

    Formative Assessment 1.1

    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Multiple choice True or false question Matching Sentence completion Ticking Essay (short responses / extended responses)

    Content Learning activities Resources

    Performance criterion

    Proper identification of opportunities and use of formal and informal

    research to develop and maintain knowledge of products and services.

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    Checklist Score Yes No

    Products and services are identified

    Opportunities to develop and maintain knowledge of products and services are

    identified

    Use of formal research techniques

    Use of informal research techniques

    Observation

    Learning Outcome 1.2: Use customer feedback and workplace observation to evaluate

    products, services and promotional initiatives and identify changes in customer

    preferences, needs and expectations.

    Products, services and promotional initiatives Tours and transport Conferences and

    conventions Function facilities Entertainment Shopping services Restaurant facilities Food and beverage Add-on services Special offers or

    packages.

    o Large group discussion o Role plays o Small group activity o Brainstorming o Question and answer

    - Role play scenario - Reference books - Online materials - Scholarly materials

    Content Learning activities Resources

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    Learning Outcome 1.2: Use customer feedback and workplace observation to evaluate

    products, services and promotional initiatives and identify changes in customer

    preferences, needs and expectations. (Cont.)

    Ways to determine customer preferences, needs and expectations: Active listening Questioning Observation Recognition of non-

    verbal signs

    Factors influencing customer preferences, needs and expectations: Age Gender Social and cultural

    characteristics Prior knowledge Special needs

    Ways to satisfycustomer preferences, needs and expectations: Friendliness Courtesy Value for money Prompt or timely

    service Assistance Empathy and support Comfort New experience Basic needs for food,

    shelter, transport or other services.

    o Large group discussion o Role plays o Small group activity o Brainstorming o Question and answer

    - Role play scenario - Reference books - Online materials - Scholarly materials

    Formative Assessment 1.2

    Content Learning activities Resources

    Performance criterion

    Appropriate use of customer feedback and workplace observation to evaluate products, services and promotional initiatives and identify

    changes in customer preferences, needs and expectations.

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    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written

    Performance

    Oral

    Multiple choice True or false question Matching Ticking Essay (short responses / extended responses)

    Checklist Score

    Yes No

    Identification of promotional initiatives

    Application of ways to determine customer preferences, needs and expectations

    Identification of Factors influencing customer preferences, needs and expectations

    Application of ways to satisfy customer preferences, needs and expectations

    Observation

    Learning Outcome 1.3: Share market, product and service knowledge obtained with

    colleagues to enhance the effectiveness of the team

    Reasons to share knowledge

    Methods and techniques of sharing knowledge at workplace

    o Group discussion

    o Role play

    o Presentation

    - Role play scenario - Reference books - Online materials - Scholarly materials

    Formative Assessment 1.3

    Content Learning activities Resources

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    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Practical task of a team

    Checklist Score

    Yes No

    Identification of reasons to share knowledge of market, product and service

    Application of methods and techniques of sharing knowledge at workplace

    Observation

    Learning Outcome 1.4: Suggest ideas to appropriate person for product and service

    adjustments to meet customer needs for future planning according to organization

    policy.

    Product and Service adjustment procedure

    Importance of Product and Service adjustment on customer satisfaction

    o Individual reflection o Brainstorming o Large group discussion o Role play

    - Role play scenario - Reference books - Online materials - Scholarly materials

    Formative Assessment 1.4

    Content Learning activities Resources

    Performance criterion

    Effective sharing of market, product and service knowledge obtained with

    colleagues to enhance the effectiveness of the team.

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    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral

    Performance

    Multiple choice True or false question Matching Ticking Essay (short responses / extended responses) Presentation Role play

    Checklist Score

    Yes No

    Application of product and Service adjustment procedure

    Identification of the importance of product and Service adjustment procedure on customer satisfaction

    Observation

    Performance criterion

    Suggestion of ideas to appropriate person for product and service

    adjustments to meet customer needs for future planning according to

    organization policy.

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    Learning unit

    LU 2:Provide a quality service experience to customers.

    2 Learning Outcomes:

    1. Determine and clarify customer preferences, needs and expectations 2. Offer accurate information about appropriate products and services

    to customers to meet their needs and expectations. 3. Anticipate customer preferences needs and expectations throughout

    the service experience and provide products and services in a timely manner, appropriate to individual needs and preferences, and according to organization standards.

    4. Offer possible extras and add-ons appropriately and provide personalized and additional services and products where appropriate

    5. Promote products and services at appropriate opportunities according to current organization goals and promotional focus and employ selling techniques appropriately to encourage usage and purchase

    10 Hours

    Learning Outcome 2.1: Determine and clarify customer preferences, needs and

    expectations.

    Customer needs and preferences

    The importance of researching your customers needs and preferences

    o Experience sharing o Brainstorming o Trainer guide o Individual reflection o Large group discussion o Role play

    - Role play scenario - Reference books - Online materials - Scholarly materials

    Formative Assessment 2.1

    Content Learning activities Resources

    Performance criterion

    Proper determination and clarification of customer preferences, needs

    and expectations.

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    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Multiple choice True or false question Matching Ticking Essay (short responses / extended responses) Presentation

    Checklist Score

    Yes No

    Identification of customer needs and preferences

    Clarification of customer needs and preferences

    Identification of the importance of researching customers needs and preferences

    Observation

    Learning Outcome 2.2: Offer accurate information about appropriate products and services

    to customers to meet their needs and expectations.

    Needs and expectations of customers on products and services General features Special features Benefits Disadvantages Price Special offers Availability How to purchase or

    order

    o Experience sharing o Brainstorming o Presentation by trainer o Individual reflection o Large group discussion o Role play

    - Role play scenario - Reference books - Online materials - Scholarly materials

    Formative Assessment 2.2

    Content Learning activities Resources

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    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Performance evidence

    Multiple choice True or false question Matching Ticking Essay (short responses / extended responses) Presentation Role play

    Checklist Score

    Yes No

    Information about products and services to customers

    Observation

    Learning Outcome 2.3: Anticipate customer preferences needs and expectations

    throughout the service experience and provide products and services in a timely manner,

    appropriate to individual needs and preferences, and according to organization standards.

    Steps to anticipate customer needs and preferences

    Timely customer service

    Importance of timely customer service

    o Role play o Simulation o Brainstorming

    - Role play scenario - Reference books - Online materials - Scholarly materials - Video record

    Formative Assessment 2.3

    Content Learning

    activities

    Resources

    Performance criterion

    Proper offering of accurate information about appropriate products and

    services to customers to meet their needs and expectations.

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    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Performance evidence

    Multiple choice True or false question Matching Ticking Essay (short responses / extended responses) Presentation Role play

    Checklist Score

    Yes No

    Application of steps to anticipate customer needs and preferences

    Identification of the importance of timely customer service

    Observation

    Performance criterion

    Anticipation of customer preferences needs and expectations throughout

    the service experience and provide products and services in a timely

    manner, appropriate to individual needs and preferences, and according

    to organization standards.

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    Learning Outcome 2.4: Offer possible extras and add-ons appropriately and provide

    personalized and additional services and products where appropriate.

    Importance of offering extras and add-ons

    Ways to improve customer service

    Promoting products andservices Displays Promotions special offers and

    deals menus and specials word of mouth up-selling.

    Selling techniques: Serving Helping Advising building rapport with

    customers arousing interest.

    o Brainstorming o Presentation by trainer o Individual reflection o Large group discussion o Question and answer o Debate

    - Reference books - Online materials - Scholarly materials

    Formative Assessment 2.4

    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Multiple choice True or false question Matching Ticking Essay (short responses / extended responses) Presentation

    Content Learning activities Resources

    Performance criterion

    Offering possible extras and add-ons appropriately and provision of

    personalized and additional services and products where appropriate.

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    Checklist Score

    Yes No

    Identification of the importance of offering extras and add-ons

    Identification of ways to improve customer service

    Provision of personalized and additional services

    Observation

    Learning Outcome 2.5: Promote products and services at appropriate opportunities

    according to current organization goals and promotional focus and employ selling

    techniques appropriately to encourage usage and purchase.

    Importance of offering extras and add-ons

    Ways to improve customer service

    Promoting products and services Displays Promotions special offers and

    deals menus and specials word of mouth up-selling.

    Selling techniques: Serving Helping Advising building rapport with

    customers arousing interest.

    o Large group discussion o Question and answer o Debate o Observation o Role play

    - Reference books - Online materials - Scholarly materials - Role play scenario

    Formative Assessment 2.5

    Content Learning activities Resources

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    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Performance evidence

    Multiple choice True or false question Matching Ticking Essay (short responses / extended responses) Presentation Role play

    Checklist Score

    Yes No

    Identification of methods to promote products and services

    Application of selling techniques

    Observation

    Performance criterion

    Proactive promotion of products and services at appropriate opportunities

    according to current organization goals and promotional focus and

    appropriate employment of selling

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    Learning unit

    LU 3:Deal with complaints and difficult customer service situations.

    3 Learning Outcomes:

    1. Use questioning techniques to establish and agree on the nature, possible cause and details of the complaint or difficult customer service situation with the customer and assess the impact on the customer of the situation.

    2. Use communication techniques to assist in the management of the complaint and handle the situation sensitively, courteously and discreetly.

    3. Determine possible options to resolve the complaint and promptly analyse and decide on the best solution, taking into account any organisation constraints

    4. Use techniques to turn complaints into opportunities to demonstrate high quality customer service.

    5. Provide feedback on complaints to appropriate personnel in order to avoid future occurrence

    6. Reflect on and evaluate complaint and solution to enhance response to future complaints or difficult service situations.

    9 Hours

    Learning Outcome 3.1:Use questioning techniques to establish and agree on the nature,

    possible cause and details of the complaint or difficult customer service situation with the

    customer and assess the impact on the customer of the situation.

    Questioning techniques

    When and when not to use questioning techniques

    Complaints or difficult customer service situations

    o Small group discussion o Individual work o Role play o Simulation

    - Role play scenario - Reference books - Online materials - Scholarly materials - Video record

    Formative Assessment 3.1

    Content Learning activities Resources

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    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Performance evidence

    Multiple choice True or false question Matching Ticking Essay (short responses / extended responses) Presentation Role play

    Checklist Score

    Yes No

    Identification of questioning techniques

    Application of questioning techniques while dealing with difficult customer service

    situations

    Observation

    Learning Outcome 3.2: Use communication techniques to assist in the management of the

    complaint and handle the situation sensitively, courteously and discreetly.

    Communication techniques Listening and active

    listening Asking questions to

    gain information,

    o Group work o Presentation o Brainstorming o Role play

    - Role play scenario - Reference books - Online materials - Scholarly materials

    Content Learning activities Resources

    Performance criterion

    Proper use of questioning techniques to establish and agree on the nature,

    possible cause and details of the complaint or difficult customer service

    situation with the customer and assessment of the impact on the customer

    of the situation.

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    clarify ambiguities and adequately understand requirements

    Rephrasing and repeating questions, requests and statements to confirm that they have been correctly understood

    Empathizing with the customer's situation while upholding organisation policy

    Non-verbal communication and recognition of non-verbal signs

    Using communication techniques appropriate to different social and cultural groups

    Ability to speak clearly, be understood and use appropriate language, style and tone.

    Formative Assessment 3.2

    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Performance evidence

    Role play

    Performance criterion

    Effective use of communication techniques to assist in the management of

    the complaint and handle the situation sensitively, courteously and discreetly

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    Checklist Score

    Yes No

    Application of communication techniques while handling customer complaints

    Observation

    Learning Outcome 3.3: Determine possible options to resolve the complaint and promptly

    analyse and decide on the best solution, taking into account any organisation constraints..

    Organisation constraints

    Emotional and logical aspects of complaints.

    Methods to manage and reduce stress when resolving complaints

    Proactive complaint handling

    - Small group discussion - Individual work - Role play

    - Role play scenario - Reference books - Online materials - Scholarly materials

    Formative Assessment 3.3

    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Performance evidence

    Multiple choice True or false question Matching Ticking Essay (short responses / extended responses) Presentation Role play

    Content Learning activities Resources

    Performance criterion

    Proper determination of possible options to resolve the complaint and

    prompt analysis and decision on the best solution, taking into account any

    organization constraints.

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    Checklist Score

    Yes No

    Identification of organization constraints

    Determination of emotional and logical aspects of complaints

    Application of methods to manage and reduce stress while handling complaints

    Observation

    Learning Outcome 3.4: Use techniques to turn complaints into opportunities to

    demonstrate high quality customer service.

    Methods of transforming complaints into additional service opportunities

    High quality customer service

    o Individual work o Debate o Discussion o Role play

    - Reference books - Online materials - Scholarly materials - Role play scenario

    Formative Assessment 3.4

    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Content Learning activities Resources

    Performance criterion

    Where appropriate, proper use of techniques to turn complaints into

    opportunities to demonstrate high quality customer service.

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    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Performance evidence

    Multiple choice True or false question Matching Ticking Essay (short responses / extended responses) Presentation Role play

    Checklist Score

    Yes No

    Use of techniques of transforming complaints into opportunities

    Observation

    Learning Outcome 3.5: Provide feedback on complaints to appropriate personnel in order

    to avoid future occurrence

    The importance of feedback on customer complaints

    Effective feedback giving

    o Group work o Presentation o Brainstorming o Role play

    - Role play scenario - Reference books - Online materials - Scholarly materials

    Formative Assessment 3.5

    Content Learning activities Resources

    Performance criterion

    Effective provision of feedback on complaints to appropriate personnel in

    order to avoid future occurrence.

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    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Performance evidence

    Multiple choice True or false question Matching Ticking Essay (short responses / extended responses) Presentation Role play

    Checklist Score

    Yes No

    Identification of the importance of feedback on customer complaints

    Effective feedback giving

    Observation

    Learning Outcome 3.6: Reflect on and evaluate complaint and solution to enhance response

    to future complaints or difficult service situations.

    Complaint analysis May include:

    Tools of analyzing customer complaints

    Customer complaint checklist

    Customer satisfaction

    o Individual work o Debate o Discussion o Pair work

    - Reference books - Online materials - Scholarly materials

    Formative Assessment 3.6

    Content Learning activities Resources

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    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Product evidence

    Multiple choice True or false question Matching Ticking Essay (short responses / extended responses) Presentation Role play

    Checklist Score

    Yes No

    Tools of analyzing customer complaints

    Process to solve customer complaint to enhance response to future complaints

    or difficult service situations

    Observation

    Performance criterion

    Reflection and evaluation of complaint and solution to enhance response

    to future complaints or difficult service situations.

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    Learning Outcome 4.1: Determine and record customer information where appropriate to

    provide personalised service.

    Customer information

    Collecting customer information

    Storing information

    Maintaining customer information

    o Brainstorming o Large group discussion o Individual reflection o Pair work

    - Reference books - Online materials - Scholarly materials

    Formative Assessment 4.1

    Assessor may collectamong the following evidences and make judgements on whether the

    performance criterion has been achieved.

    Learning unit

    LU 4:Manage and use information about clients and customers.

    4 6 Hours Learning Outcomes:

    1. Determine and record customer information where appropriate to provide personalised service

    2. Develop and maintain knowledge of organisation promotional initiatives and implement where appropriate

    3. Proactively provide enhanced products and services to clients and customers based on client information.

    Content Learning activities Resources

    Performance criterion

    Proper determination and record of customer information where

    appropriate to provide personalized service.

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    Types of evidence Portfolio assessment tools

    Written evidence

    Oral evidence

    Performance evidence

    Multiple choice True or false question Matching Ticking Essay (short responses / extended responses) Presentation Role play

    Checklist Score

    Yes No

    Identification of types of customer information

    Application of techniques of collecting customer information

    Identification of means of storing and maintaining customer information

    Observation

    Learning Outcome 4.2: Develop and maintain knowledge of organisation promotional

    initiatives and implement where appropriate.

    Importance of promotional activities

    Types of promotional activities

    Steps to successfully implement organisation promotional initiatives

    o Brainstorming o Large group discussion o Individual reflection o Pair work o Small group activity

    - Reference books - Online materials - Scholarly materials

    Formative Assessment 4.2

    Content Learning activities Resources

    Per


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