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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Use time management techniques to manage time in a financial services environment 
SAQA US ID UNIT STANDARD TITLE
115772  Use time management techniques to manage time in a financial services environment 
ORIGINATOR
SGB Insurance and Investment 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Finance, Economics and Accounting 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 2  NQF Level 02 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

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 does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This unit standard introduces techniques of time management that will enable learners to be efficient workers in a financial services workplace. The focus is knowledge, skills, values and attitudes in the learner's own work context.

The qualifying learner is capable of:
  • Using a task list as a means of managing the work process.
  • Demonstrating the use of a diary in a financial services context.
  • Prioritising tasks.
  • Planning a work schedule to manage the work process within specified timeframes. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    There is open access to this unit standard. Learners should be competent in communication and mathematical literacy NQF level 1. 

    UNIT STANDARD RANGE 
    The typical scope of this unit standard is time management in relation to the learner's own context and experience of the world of work.
  • Internal clients include clients up and down the line.
  • Diaries systems may be electronic or paper based systems. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Use a task list as a means of managing the work process. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Reasons for using and maintaining a task list are explained in terms of planning and organising own work. 

    ASSESSMENT CRITERION 2 
    Steps or stages are identified in a familiar set of tasks and information and documentation required at each stage are identified and flagged for action. 

    ASSESSMENT CRITERION 3 
    Additional information received is captured electronically or processed manually and completed tasks are reported to the appropriate authority. 

    ASSESSMENT CRITERION 4 
    An action plan is drafted to ensure that outstanding requirements are completed timeously. 

    SPECIFIC OUTCOME 2 
    Demonstrate the use of a diary in a financial services context. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The purpose of maintaining an organisational diary system is explained and an indication is given of how an electronic diary system can facilitates time management in an organisation. 

    ASSESSMENT CRITERION 2 
    Relevant information is recorded and updated in the diary system. 

    ASSESSMENT CRITERION 3 
    Diary entries are used to create an action plan. 

    SPECIFIC OUTCOME 3 
    Prioritise tasks. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Tasks are prioritised according to type and required deadlines. 

    ASSESSMENT CRITERION 2 
    Time needed to complete tasks is scheduled to allow for specified deadlines. 

    SPECIFIC OUTCOME 4 
    Plan a work schedule to manage the work process within specified timeframes. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Regular daily, weekly and monthly activities are identified and recorded on a work schedule. 

    ASSESSMENT CRITERION 2 
    Time is allocated to daily, weekly and monthly activities to ensure that all the activities can be completed timeously. 

    ASSESSMENT CRITERION 3 
    The consequences for internal clients if a work schedule is changed are explained and indication is given of why it is necessary to communicate with people affected by the change. 

    ASSESSMENT CRITERION 4 
    The schedule is followed and adjusted when necessary to allow for unexpected interruptions. 

    ASSESSMENT CRITERION 5 
    The consequences of changing a work schedule are explained in terms of the impact up and down the line and the need to communicate with people affected by the change. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    This Unit Standard will be internally assessed by the provider and moderated by a moderator registered by a relevant accredited ETQA or an ETQA that has a Memorandum of Understanding with the relevant accredited ETQA. 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    N/A 

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    The learner is able to identify and solve problems in identifying when it is necessary to communicate changes in a schedule to internal clients. 

    UNIT STANDARD CCFO WORKING 
    The learner is able to work effectively with others as a member of a team, group, organisation in keeping clients informed of changes that could impact on their work flow. 

    UNIT STANDARD CCFO ORGANISING 
    The learner is able to organise and manage his/her own work activities responsibly and effectively by using basic tools of time management. 

    UNIT STANDARD CCFO COMMUNICATING 
    The learner is able to communicate effectively in informing internal clients of changes to a schedule. 

    UNIT STANDARD CCFO SCIENCE 
    The learner is able to use science and technology effectively and critically in situations where use is made of electronic diary systems. 

    UNIT STANDARD CCFO DEMONSTRATING 
    The learner is able to demonstrate an understanding of the world as a set of related systems by recognising that changes in own work schedule can impact on others up and down the line. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  48783   National Certificate: Financial Services  Level 2  NQF Level 02  Reregistered  2023-06-30  INSETA 
    Core  93997   National Certificate: Contact Centre and Business Process Outsourcing Support  Level 3  NQF Level 03  Reregistered  2023-07-30  As per Learning Programmes recorded against this Qual 


    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.
     
    1. Academy of York Pty Ltd 
    2. BRIGHT IDEA PROJECTS 447 PTY LTD T/A MIND -THE- GAP 
    3. CKP Development Agency (Pty) Ltd 
    4. Faisit (Pty) Ltd 



    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.