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: 

Maintain an existing information system in an insurance environment 
SAQA US ID UNIT STANDARD TITLE
8103  Maintain an existing information system in an 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  3 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Registered" 		 2002-02-13  2004-08-11  SAQA 0540/02 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2005-08-11   2008-08-11  

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
114971  Maintain an existing information system in a financial services environment  Level 2  NQF Level 02  2   

PURPOSE OF THE UNIT STANDARD 
This unit standard provides a broad introduction to the archiving of information in the insurance sector. 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:
  • Storing and retrieving information using an established storage system.
  • Filing paper-based or electronic documentation or books, magazines and other reference material.
  • Booking items in and out of the system and tracing missing items.
  • Classifying and cross-referencing simple information.
  • Understanding the significance of maintaining confidentiality. 
    		•

    LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    There is open access to this unit standard. Learners should:
  • 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 the storage and retrieval of information both paper and/or electronic in an insurance workplace. 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Store information using an existing storage system. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Information is stored in the correct location and sequence and the learner understands the effect that misfiled documentation has on an oraganisation. 

    ASSESSMENT CRITERION 2 
    2. Documents are stored in a manner that ensures that they are undamaged, safe and accessible when required. 

    ASSESSMENT CRITERION 3 
    3. Information is classified and cross-referenced accurately. 

    ASSESSMENT CRITERION 4 
    4. The method of classification and cross-referencing is understood and the problems that result from unconventional classification and cross-referencing are explained in a familiar context. 

    ASSESSMENT CRITERION 5 
    5. The process for locating information is current, accurate and in a prescribed format according to the organisation's procedures for archiving. The learner understands the implications for productivity when an item cannot be located. 

    SPECIFIC OUTCOME 2 
    Retrieve information from an existing storage system. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Required information is promptly located, obtained, copied and dispatched to the correct person or location. 

    ASSESSMENT CRITERION 2 
    2. Delays in the supply of information are communicated and the reason for delay is explained politely. 

    ASSESSMENT CRITERION 3 
    3. Information retrieved is correctly recorded in order to track all files. 

    ASSESSMENT CRITERION 4 
    4. Missing or overdue items are identified and correct procedures followed to locate them. 

    SPECIFIC OUTCOME 3 
    Store valuable documentation and reference materials securely. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. The process for securing valuable items and for maintaining that security is known and followed meticulously. 

    ASSESSMENT CRITERION 2 
    2. Reasons for security procedures are explained with examples of the effects on an organisation when there is a breach of security. 

    ASSESSMENT CRITERION 3 
    3. Security risks are identified and corrected within own area of authority. 

    ASSESSMENT CRITERION 4 
    4. Violations of security are recognized and reported following the familiar and established procedures. 

    SPECIFIC OUTCOME 4 
    Maintain confidentiality of customer and company information. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    1. Violations of company procedures relating to the confidentiality of information are recognised and reported following established procedures. 

    ASSESSMENT CRITERION 2 
    2. Information classified as confidential is recognised as such and is disclosed only to approved personnel. 

    ASSESSMENT CRITERION 3 
    3. Company and legal requirements are known and understood and all outputs/inputs to the storage system conform to established procedures. 

    ASSESSMENT CRITERION 4 
    4. Situations where colleagues do not comply with security and confidentiality procedures are identified and immediately reported to the appropriate authority. 

    ASSESSMENT CRITERION 5 
    5. All work activities are carried out according to the Code of Conduct and within the requirements of an organisation's security procedures. 


    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 security systems such as personal identification, entry/access and exit, equipment, door locks and computer passwords.

    2. Store valuable items such as customers` documents, insurers` documents, brokers` documents and other Company files and reference materials.

    3. Identify violations of security such as strangers on the premises, valuable/confidential items left in insecure situations, unauthorised personnel in a secure area, unauthorised activities/breaches of security in terms of Company procedures, unauthorised access to computer passwords. 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Learners can identify problems relating to violations of established security procedures. 

    UNIT STANDARD CCFO ORGANISING 
    Learners are able to organise and manage themselves and their activities responsibly and effectively by following company and legal requirements/procedures regulating storage, retrieval and disclosure of information. 

    UNIT STANDARD CCFO CONTRIBUTING 
    Learners are able to see the world as a set of related systems by understanding the implications on productivity when procedures are not followed. 

    UNIT STANDARD NOTES 
    This unit standard has been replaced by unit standard 114971, which is "Maintain an existing information system in a financial services environment ", Level 2, 2 credits as from 11 Aug 2004 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  20639   National Certificate: Healthcare Benefits Administration: Claims Assessing  Level 4  NQF Level 04  Passed the End Date -
    Status was "Registered"     		 2004-12-05  INSETA 
    Elective  14657   National Certificate: Insurance Administration  Level 2  NQF Level 02  Passed the End Date -
    Status was "Registered"     		 2004-04-18  INSETA 
    Elective  20774   National Certificate: Insurance: Long Term: Risk Assessment  Level 4  NQF Level 04  Passed the End Date -
    Status was "Registered"     		 2004-12-05  Was INSETA until Last Date for Achievement 
    Elective  20773   National Certificate: Long Term Insurance  Level 4  NQF Level 04  Passed the End Date -
    Status was "Registered"     		 2004-12-05  INSETA 


    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.