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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Control, balance and channel workflow to complete required work 
SAQA US ID UNIT STANDARD TITLE
9856  Control, balance and channel workflow to complete required work 
ORIGINATOR
SGB Retail and Wholesale 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 11 - Services Wholesale and Retail 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 
2006-11-07  2008-11-26  SAQA 0160/05 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2009-11-26   2012-11-26  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard is replaced by: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status
259884  Control workflow in an automotive service environment  Level 4  NQF Level 04   

PURPOSE OF THE UNIT STANDARD 
The qualifying learner is capable of controlling, balancing and channelling the work flow to the correct technical staff with the necessary skills in time to complete the required work at the required time at the optimum cost of labour/sales and authorising, with evidence thereof, for additional work to be completed. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
Knowledge: Literacy and numeracy

Attitude: Customer orientation 

UNIT STANDARD RANGE 
Context
  • Technical staff includes - technicians, apprentices, learnerships, repair shop assistants, sub contractors, technical helpers, operatives.
  • Control mechanism means tracking the vehicle progress through the repair/service process using control boards, control sheets, T-cards, computer systems or white boards.
  • The allocation of appropriate jobs to specific technical staff is according to organisational policies and procedures.
  • Authority - The details of the authority is recorded i.e. time, person spoke to, date, etc.

    Level
    A learning programme leading to the award of this unit standard should develop learners who demonstrate:
    (a) A foundational knowledge base as indicated in the embedded knowledge component
    (b) An understanding of the discipline/field`s fundamental terms, rules, concepts and principles
    (c) Familiarity with some of the essential procedures, operations and techniques of this field
    (d) An ability to use a range of procedures to solve routine problems
    (e) Basic information gathering, analysis and presentation skills
    (f) An ability to communicate and present information clearly and reliability following prescribed formats and conventions 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Load jobs onto a specific type of control mechanism. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Carry-over work is recorded at the start of each day at the top of the control mechanism. 

    ASSESSMENT CRITERION 2 
    2. Jobs are loaded onto the control mechanism within a specified time according to workflow practices. 

    SPECIFIC OUTCOME 2 
    Allocate appropriate jobs to specific technical staff. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. The areas of expertise of the various technical staff can be described. 

    ASSESSMENT CRITERION 2 
    2. Jobs are correctly allocated to appropriate technical staff according to identified areas of expertise. 

    SPECIFIC OUTCOME 3 
    Feed in information and update a control mechanism. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. New information and regular status reports are recorded on the control mechanism within a specified time according to workflow practices. 

    SPECIFIC OUTCOME 4 
    Monitor and control the timeous completion of sublet work. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Sublet work is dispatched timeously to the sublet contractor in accordance with company policy and procedure. 

    ASSESSMENT CRITERION 2 
    2. Sublet work is expedited within estimated time to have the vehicle ready at the estimated time agreed with the customer. 

    SPECIFIC OUTCOME 5 
    Contact customer to gain approval for extra work required and notify of potential delays. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Customers are contacted immediately to inform them of any additional work required or delays expected. 

    ASSESSMENT CRITERION 2 
    2. The full price is quoted and authorisation is obtained. 

    ASSESSMENT CRITERION 3 
    3. The authority is recorded on the job card. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    The standard describes competent performance in controlling, balancing and channelling the work flow to the correct technical staff, and lay down the criteria by which competence should be judged, as well as the range of circumstances in which competence should be demonstrated.

    Integrated assessment methods and tools will allow the candidate to demonstrate that she/he has acquired knowledge of and can safely and effectively apply competence identified in this unit standard.

    These tools include the following:
  • In-situ (on-the-job) observations
  • Role-play simulations
  • Structured group discussions
  • Written reports (e.g. tests, exams, case studies, projects, registers, logbooks, workbooks)
  • Verbal report backs (presentations)
  • Portfolios of evidence
  • Projects (physical visits to Government Departments)
  • Experiential learning
  • Working in teams
  • Scenario sketching

    These methods must be carefully selected based on the purpose of the assessment (for example, the written method of assessing knowledge or on-job demonstration of practical competence). The assessment must integrate a number of different methods in order to give the assessor reliable and valid proof of competence and evidence of required attitudes.

    Candidates are assessed against these assessment criteria. Currently employed candidates are observed carrying out their normal work duties by an assessor. They may also be asked to carry out simulated tasks and to answer written and/or oral questions. Candidates studying towards a Unit Standard, and who are not currently employed, will also be assessed using variety of assessment tools.

    Training providers offering the qualifications, or part thereof, shall be accredited in terms of the criteria laid down by the relevant SETA/ETQA.

    Qualified Assessors will be appointed by the training institutions offering the qualifications and must be registered and accredited with the relevant SETA/ETQA.

    Requirements of a portfolio

    Valid, reliable and authentic evidence (presented as a portfolio of evidence) from past achievements and experience which serves to supplement the assessment of applied competence.

    The portfolio may include inter alia:
  • Written statements from persons (e.g. current and/or previous employer, colleague, peer, manager, external customers) confirming competence of the learner
  • Relevant certificates or awards
  • Previous assessment records
  • Journals/logbook 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Organisational workflow practices
  • Scheduling
  • Control mechanism-tracking system 


  • Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems in a critical and creative way in controlling, balancing and channelling the work flow to the correct technical staff. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team when controlling, balancing and channelling the work flow to the correct technical staff. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one`s personal activities responsibly and effectively. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information when controlling, balancing and channelling the work flow to the correct technical staff. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Understand and apply a range of office management-related techniques, procedures and experimental approaches required in the different specific programmes leading up to this qualification. 

    UNIT STANDARD NOTES 
    This unit standard has been replaced by unit standard 259884, which is "Control workflow in an automotive service environment", Level 4, 3 credits. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  21003   National Certificate: Motor Sales and Support Services  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered" 
    2008-11-26  Was MERSETA until Last Date for Achievement 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.