SAQA

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.

SOUTH AFRICAN QUALIFICATIONS AUTHORITY

REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE:

Manage time and the work process within the insurance environment

SAQA US ID	UNIT STANDARD TITLE
8101	Manage time and the work process within the insurance environment
ORIGINATOR
SGB Financial Services
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	2
REGISTRATION STATUS		REGISTRATION START DATE	REGISTRATION END DATE	SAQA DECISION NUMBER
Passed the End Date - Status was "Registered"		2002-06-12	2005-06-12	SAQA 0742/02
LAST DATE FOR ENROLMENT		LAST DATE FOR ACHIEVEMENT
2006-06-12		2009-06-12

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 time management that will enable learners to be efficient workers in the insurance workplace. The focus is knowledge, skills, values and attitudes in relation to the learner`s own context and experience of the world of work.

The qualifying learner is capable of:

Creating, maintaining and using a task list to follow up and assist in completing tasks.

Receiving and capturing diary information on line, or process it manually.

Scheduling time to complete tasks according to specific deadlines and reporting incomplete activities timeously.

Planning and following a work schedule.

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING

There is open access to this unit standard. Learners should either

Hold a GETC or equivalent qualification. Or

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

UNIT STANDARD OUTCOME HEADER

Create, use and maintain a task list.

Specific Outcomes and Assessment Criteria:

SPECIFIC OUTCOME 1

Create, use and maintain a task list

OUTCOME NOTES

1.1 The value of using and maintaining a task list is known and understood in terms of own work organisation.

1.2 Steps or stages are identified in a familiar set of tasks.

1.3 Information and documentation required are recorded on the task list and flagged for further action.

1.4 Additional information received is captured on line or processed manually.

1.5 Completed tasks are reported to the appropriate authority and checked off the task list.

1.6 An action plan is drafted to ensure that outstanding requirements are completed timeously.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Create, use and maintain a task list.

ASSESSMENT CRITERION NOTES

SPECIFIC OUTCOME 2

Use and maintain a diary.

OUTCOME NOTES

2.1 The purpose of keeping a personal diary and an organisational diary system are known in the context of a self-management tool.

2.2 Relevant information is recorded in the diary/system and updated regularly.

2.3 Diary entries are used to create an action plan.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Use and maintain a diary.

ASSESSMENT CRITERION NOTES

SPECIFIC OUTCOME 3

Prioritise tasks.

OUTCOME NOTES

3.1 Tasks are identified in order to create a task list.

3.2 Tasks are sorted and prioritised according to type and required deadlines.

3.3 Time needed to complete tasks is scheduled to allow for specified deadlines.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Prioritise tasks

ASSESSMENT CRITERION NOTES

SPECIFIC OUTCOME 4

Plan and follow a work schedule.

OUTCOME NOTES

4.1 Regular daily, weekly and monthly activities are named, and recorded on a work schedule.

4.2 A roster is drawn up to ensure that all the activities can be completed timeously.

4.3 Internal clients are informed of the aspects of the work schedule that affect them.

4.4 The schedule is followed and adjusted when necessary to allow for unexpected interruptions.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Plan and follow a work schedule.

ASSESSMENT CRITERION NOTES

UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS

This Unit Standard will be internally assessed by the provider and moderated by a moderator registered by INSQA or a relevant accredited ETQA. The mechanisms and requirements for moderation are contained in the document obtainable from INSQA,
INSQA framework for assessment and moderation.

UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE

The learner can

1. Apply business procedures in the completion of tasks.

2. Apply the use of a diary or electronic diary system.

UNIT STANDARD NOTES

This unit standard supports in particular, the following critical-cross field outcome at unit standard level:

1. The learner is able to organise and manage his/her own activities including making good use of time and resources through the proper use of a diary system and task list.

QUALIFICATIONS UTILISING THIS UNIT STANDARD:

	ID	QUALIFICATION TITLE	PRE-2009 NQF LEVEL	NQF LEVEL	STATUS	END DATE	PRIMARY OR DELEGATED QA FUNCTIONARY
Elective	14657	National Certificate: Insurance Administration	Level 2	NQF Level 02	Passed the End Date - Status was "Registered"	2004-04-18	INSETA
Elective	21796	National Certificate: Short Term Insurance	Level 4	NQF Level 04	Passed the End Date - Status was "Registered"	2005-06-12	Was INSETA 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.

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