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Organise schedules

Unit Descriptor This unit describes the performance outcomes, skills and knowledge required to manage appointments and diaries for personnel within an organisation, using manual and electronic diaries, schedules and other appointment systems. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

1 . Establish schedule requirements

  1. Identify organisational requirements and protocols for diaries and staff planning tools

  2. Identify organisational procedures for different types of appointments

  3. Determine personal requirements for diary and schedule items for individual personnel

  4. Establish appointment priorities and clarify in discussion with individual personnel

2 . Manage schedules

  1. Identify recurring appointments and deadlines, and schedule these in accordance with individual and organisational requirements

  2. Establish availability of attendees, and schedule new appointments in accordance with required time lines and diary commitments

  3. Negotiate alternative arrangements and confirm when established appointments are changed

  4. Record appointments and manage schedules in accordance with organisational policy and procedures

Key CompetencyExamples of ApplicationPerformance
How can information be collected, analysed and organised?
How are ideas and information communicated within this competency?
How are activities planned and organised?
How are problem solving skills applied?
How are mathematical ideas and techniques used?
How is use of technology applied?
How is team work used within this competency?

Range Statement

Organisational requirements may include:

Planning tools may include:

Diary and schedule items may include:

Recurring appointments may include:

Alternative arrangements may include:

Appointments may be recorded in:

Organisational policy and procedures may include:

Evidence Guide

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

Context of and specific resources for assessment

Assessment must ensure:

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example: