4
TVET CERTIFICATE IV in
AUTOMOBILE TRANSMISSION & CONTROL SYSTEMS TECHNOLOGY
CODE
TRLATC4001 Kigali December, 2017
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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
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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/
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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
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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
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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
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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
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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
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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
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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;
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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.
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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
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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
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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
)
Pre
par
e W
ork
pla
ce
Sele
ct t
oo
ls, m
ater
ials
an
d e
qu
ipm
ent
Car
ry o
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the
wo
rk
Cle
an w
ork
pla
ce t
oo
ls a
nd
eq
uip
men
t
Del
iver
th
e f
inal
wo
rk
Ap
ply
co
mp
ute
r sk
ills
Pro
vid
e q
ual
ity
cust
om
er s
ervi
ce
Imp
lem
ent
SHE
po
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s an
d p
roce
du
res
Use
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rmed
iate
En
glis
h a
t w
ork
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and
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Dev
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Bas
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nal
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 ▲ ▲ ▲ ▲ ▲ ● ● ● ● ● ● ●
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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
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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