BTEC Entry 3 Level 1 Business Administration Teaching ...€¦ · BTEC Entry 3/Level 1 Business...
Transcript of BTEC Entry 3 Level 1 Business Administration Teaching ...€¦ · BTEC Entry 3/Level 1 Business...
1© Pearson Education Ltd 2010. Copying permitted for purchasing institution only. This material is not copyright free.
BTEC Entry 3/Level 1 Business Administration
1
Unit 5Working in business and administration
Unit overview Credits: 2
In business there are a series of routine tasks which are common. For example, most businesses have filing systems in which they store and retrieve documents (this could be manual or electronic). Most produce some type of business documentation such as letters or invoices, and most use the postal service to distribute mail to suppliers and customers.
This unit investigates different routine business tasks that are often undertaken by administrators. It focuses on a range of simple tasks such as answering the telephone, filing, creating documents, preparing mail and, if the relevant technology is available, learners could carry out a range of these such as photocopying or using a fax machine. Learners will be expected to carry out instructions, rather than be proactive for each of the tasks; this should help them to develop an appreciation of the importance of listening carefully and following the instructions as given, to ensure that the tasks are carried out accurately.
This unit has strong links with Unit 19 Creating business documents and they could effectively be delivered and assessed together in some sort of simulated business environment.
On completion of this unit, learners will:
LO1 Know what activities are routinely undertaken by administrators
LO2 Be able to follow instructions to carry out administrative tasks
2© Pearson Education Ltd 2010. Copying permitted for purchasing institution only. This material is not copyright free.
BTEC Entry 3/Level 1Business Administration
Sche
me
of w
ork
Uni
t 5
Wo
rkin
g in
bus
ines
s an
d a
dm
inis
trat
ion
Bro
ad a
im: T
o d
evel
op
an
und
erst
and
ing
of b
usin
ess
pra
ctic
e, fu
nctio
ns a
nd w
ork
-rel
ated
activ
ities
.
Tuto
r(s)
:
SB =
Stu
den
t B
oo
k
Aca
dem
ic y
ear:
Num
ber
of
wee
ks: 1
0
Dur
atio
n o
f se
ssio
n: 2
ho
urs
Cre
dit
s: 2
This
sch
eme
of
wo
rk is
bas
ed o
n 20
ho
urs
of
lear
ning
Wee
kLe
arni
ng
out
com
es
Tuto
r ac
tivi
tyLe
arne
r ac
tivi
tyR
eso
urce
sA
sses
smen
t cr
iter
ia a
nd
Func
tio
nal s
kills
1LO
1: K
now
w
hat
activ
ities
ar
e ro
utin
ely
und
erta
ken
by
adm
inis
trat
ors
Intr
od
uce
lear
ners
to
the
ai
ms
of t
he u
nit
Beg
in b
y d
iscu
ssin
g
som
e o
f the
func
tiona
l ar
eas
of o
rgan
isat
ions
su
ch a
s, fo
r ex
amp
le, t
he
finan
ce fu
nctio
n, s
ales
and
m
anuf
actu
ring
Intr
od
uce
SB C
ase
stud
y:
Mal
ek’s
Mo
tors
pag
e 8
To ro
und
off
the
sess
ion,
us
e SB
Act
ivity
: Gro
up
dis
cuss
ion
pag
e 8
follo
wed
b
y th
e G
roup
dis
cuss
ion
on
pag
e 9
Tuto
rs s
houl
d g
ive
a d
iffer
ent
func
tion
to e
ach
gro
up a
nd t
hen
ask
lear
ners
to
feed
bac
k to
the
who
le
gro
up
Lear
ners
to
dis
cuss
why
org
anis
atio
ns
need
diff
eren
t fu
nctio
nal a
reas
. Fun
ctio
nal
exam
ple
s sh
oul
d b
e lin
ked
to
real
b
usin
esse
s
The
case
stu
dy
sho
uld
be
used
to
faci
litat
e d
iscu
ssio
n in
the
co
ntex
t o
f the
exa
mp
le
com
pan
y: S
B C
ase
stud
y: M
alek
’s M
oto
rs
pag
e 8
Usi
ng le
arni
ng a
nd p
revi
ous
exa
mp
les,
le
arne
rs s
houl
d w
ork
in s
mal
l gro
ups,
ch
oo
sing
one
bus
ines
s fu
nctio
n an
d
iden
tifyi
ng t
hree
ad
min
istr
ativ
e ta
sks
the
func
tion
mig
ht b
e in
volv
ed w
ith
Whi
teb
oar
d, p
ens
(or
Act
ivB
oar
d)
SB C
ase
stud
y: M
alek
’s M
oto
rs
pag
e 8
SB A
ctiv
ity: G
roup
dis
cuss
ion
pag
e 8
SB A
ctiv
ity: G
roup
dis
cuss
ion
pag
e 9
1.1
Iden
tify
rout
ine
adm
inis
trat
ive
task
s
FS: E
nglis
h –
taki
ng p
art
in d
iscu
ssio
ns a
nd m
akin
g
note
s o
n th
e b
oar
d
(par
ticul
arly
if t
hese
no
tes
are
writ
ten
up b
y a
lear
ner)
3© Pearson Education Ltd 2010. Copying permitted for purchasing institution only. This material is not copyright free.
Unit 5 Working in business and administration
Wee
kLe
arni
ng
out
com
es
Tuto
r ac
tivi
tyLe
arne
r ac
tivi
tyR
eso
urce
sA
sses
smen
t cr
iter
ia a
nd
Func
tio
nal s
kills
2LO
1In
tro
duc
e le
arne
rs t
o s
om
e o
f the
ad
min
istr
ativ
e ta
sks
that
hav
e b
een
giv
en a
s ex
amp
les.
The
tut
or
will
ha
ve p
rep
ared
a n
umb
er o
f su
itab
le re
sour
ces
Thes
e ac
tiviti
es s
houl
d b
e ca
rrie
d o
ut b
y le
arne
rs in
a
caro
usel
– e
ach
activ
ity
sho
uld
tak
e ap
pro
xim
atel
y 15
to
20
min
utes
SB A
ctiv
ity: H
ow
am
I d
oin
g?
pag
e 10
Act
iviti
es:
Ans
wer
ing
the
tel
epho
ne (s
ee D
eliv
ery
gui
dan
ce) –
lear
ners
sho
uld
beg
in b
y w
atch
ing
the
vid
eo, t
hen
taki
ng p
art
in
som
e ro
le p
lay
in p
airs
.
Filin
g a
nd r
etri
evin
g d
ocu
men
ts (s
ee
Del
iver
y g
uid
ance
) – le
arne
rs s
houl
d
wat
ch a
dem
ons
trat
ion
and
the
n tr
y it
for
them
selv
es
Pro
duc
ing
do
cum
ents
usi
ng IT
(see
D
eliv
ery
gui
dan
ce) –
lear
ners
sho
uld
be
giv
en s
om
e ha
ndw
ritte
n d
ocu
men
ts a
nd
the
wo
rd-p
roce
ssed
so
lutio
ns a
nd u
se a
hi
ghl
ight
er t
o e
mp
hasi
se t
he im
po
rtan
t fo
rmat
ting
Pho
toco
pyi
ng a
nd c
olla
ting
do
cum
ents
(s
ee D
eliv
ery
gui
dan
ce) –
the
tut
or
sho
uld
d
emo
nstr
ate
how
to
use
a p
hoto
cop
ier.
A
gro
up o
f lea
rner
s co
uld
als
o o
bse
rve
staf
f in
the
sch
oo
l’s a
dm
inis
trat
ion
dep
artm
ent
or
a co
lleg
e’s
rep
rog
rap
hics
dep
artm
ent
carr
ying
out
a r
ang
e o
f pho
toco
pyi
ng t
asks
SB A
ctiv
ity: H
ow
am
I d
oin
g?
pag
e 10
Co
mp
uter
and
the
Inte
rnet
and
the
w
eb v
ideo
:
http
://w
ww
.you
tub
e.co
m/
wat
ch?v
=w
YSrIR
qav
oM
Prep
ared
filin
g s
yste
m (s
ee
gui
dan
ce fo
r ex
amp
les)
and
d
ocu
men
ts
Han
dw
ritte
n sa
mp
le d
ocu
men
ts a
nd
solu
tions
for
dis
cuss
ion
Pho
toco
pie
r, d
ocu
men
ts t
o c
op
y an
d p
aper
or a
cces
s to
oth
ers
with
in
the
scho
ol w
here
the
lear
ners
co
uld
o
bse
rve
SB A
ctiv
ity: H
ow
am
I d
oin
g?
pag
e 10
1.1
Iden
tify
rout
ine
adm
inis
trat
ive
task
s
FS: E
nglis
h –
taki
ng p
art
in
dis
cuss
ions
4© Pearson Education Ltd 2010. Copying permitted for purchasing institution only. This material is not copyright free.
BTEC Entry 3/Level 1Business Administration
Wee
kLe
arni
ng
out
com
es
Tuto
r ac
tivi
tyLe
arne
r ac
tivi
tyR
eso
urce
sA
sses
smen
t cr
iter
ia a
nd
Func
tio
nal s
kills
3LO
1In
tro
duc
e le
arne
rs t
o t
he
rem
aini
ng a
dm
inis
trat
ive
task
s th
at h
ave
bee
n g
iven
as
exa
mp
les.
The
tut
or
will
ha
ve p
rep
ared
a n
umb
er o
f su
itab
le re
sour
ces
Thes
e ac
tiviti
es s
houl
d
agai
n b
e ca
rrie
d o
ut b
y le
arne
rs in
a c
aro
usel
–
each
act
ivity
sho
uld
tak
e ap
pro
xim
atel
y 15
to
20
min
utes
SB A
ctiv
ity: R
out
ine
task
s p
age
11
Act
iviti
es:
Co
llect
ing
, so
rtin
g a
nd d
istr
ibut
ing
mai
l –
a g
roup
of l
earn
ers
coul
d o
bse
rve
staf
f in
the
scho
ol’s
ad
min
istr
atio
n d
epar
tmen
t o
r a
colle
ge’
s p
ost
roo
m c
arry
ing
out
a r
ang
e o
f mai
l-rel
ated
tas
ks
Pre
par
ing
out
go
ing
mai
l – le
arne
rs s
houl
d
beg
in b
y w
atch
ing
the
vid
eo o
n fr
anki
ng
mac
hine
s (s
ee D
eliv
ery
gui
dan
ce).
If an
o
ld fr
anki
ng m
achi
ne is
ava
ilab
le, i
t sh
oul
d
be
used
as
par
t o
f thi
s ta
sk. I
n ad
diti
on,
le
tter
s an
d s
mal
l pac
kag
es s
houl
d h
ave
bee
n p
rep
ared
so
tha
t le
arne
rs c
an p
roce
ss
them
for
po
stin
g
Rec
eivi
ng v
isit
ors
– in
itial
ly, t
his
sho
uld
b
e a
dis
cuss
ion
op
po
rtun
ity –
ask
lear
ners
to
thi
nk a
bo
ut w
hat
it is
like
whe
n th
ey g
o
into
an
unfa
mili
ar e
nviro
nmen
t as
a v
isito
r (t
he d
oct
or’s
sur
ger
y, d
entis
t’s s
urg
ery,
a
hosp
ital,
ano
ther
sch
oo
l or
colle
ge)
. Le
arne
rs s
houl
d m
ake
a ch
eckl
ist
of w
hat
they
feel
the
per
son
mee
ting
the
m s
houl
d
do
and
sug
ges
t ho
w t
hey
sho
uld
beh
ave
SB A
ctiv
ity: R
out
ine
task
s p
age
11
Co
mp
uter
and
the
Inte
rnet
and
the
w
eb v
ideo
s:
http
://w
ww
.you
tub
e.co
m/
wat
ch?v
=Q
PBLZ
0rd
jD8
http
://w
ww
.you
tub
e.co
m/
wat
ch?v
=H
_DEw
Np
ZZd
4
Wei
ghi
ng s
cale
s (s
imp
le k
itche
n sc
ales
can
be
used
)
Co
mp
uter
and
the
Inte
rnet
to
ac
cess
the
Ro
yal M
ail’s
pric
e fin
der
:
http
://s
g.ro
yalm
ail.c
om/p
orta
l/rm
/Pr
iceF
ind
er?c
atId
=23
5005
32&
gea
r=
pric
ing
calc
&ca
mp
aig
nid
=p
ricefi
nder
_red
irect
Whi
teb
oar
d, p
ens
(or
Act
ivB
oar
d)
Co
mp
uter
s an
d s
oft
war
e
SB A
ctiv
ity: R
out
ine
task
s p
age
11
1.1
Iden
tify
rout
ine
adm
inis
trat
ive
task
s
FS: M
aths
– w
eig
hing
p
acke
ts a
nd le
tter
s, a
nd
calc
ulat
ing
po
stag
e
5© Pearson Education Ltd 2010. Copying permitted for purchasing institution only. This material is not copyright free.
Unit 5 Working in business and administration
Wee
kLe
arni
ng
out
com
es
Tuto
r ac
tivi
tyLe
arne
r ac
tivi
tyR
eso
urce
sA
sses
smen
t cr
iter
ia a
nd
Func
tio
nal s
kills
4LO
1Su
pp
ort
ass
essm
ent
Lear
ners
co
uld
wo
rk in
pai
rs t
o d
iscu
ss
each
of t
he a
dm
inis
trat
ion
task
s w
hich
can
b
e lis
ted
in a
grid
like
the
one
op
po
site
an
d t
hen
com
ple
te it
ind
ivid
ually
Ass
essm
ent
grid
like
the
one
bel
ow
(t
his
coul
d b
e o
n p
aper
and
lear
ners
co
uld
co
mp
lete
in w
ritin
g, o
r it
coul
d b
e an
ele
ctro
nic
task
)
NB
Lea
rner
s w
ill n
eed
to
su
cces
sful
ly c
om
ple
te a
t le
ast
four
ad
min
istr
ativ
e ta
sks
to p
rovi
de
evid
ence
for
asse
ssm
ent
(see
Wee
ks
8–10
)
1.1
Iden
tify
rout
ine
adm
inis
trat
ive
task
s
FS: E
nglis
h –
pre
par
ing
an
swer
s to
sui
t th
e au
die
nce
and
pur
po
seA
dm
inis
trat
ive
task
Bri
ef
exp
lana
tio
n o
f ho
w t
ask
is
com
ple
ted
Why
is it
im
po
rtan
t to
co
mp
lete
the
ta
sk c
orr
ectl
y?
Can
yo
u th
ink
of
a b
ette
r w
ay
to d
o t
he t
ask?
Ans
wer
ing
the
te
lep
hone
The
pho
ne ri
ngs
and
I p
ick
up th
e re
ceiv
er
To p
rese
nt a
p
rofe
ssio
nal
imag
e of
the
com
pan
y
Onl
y le
t the
p
hone
ring
onc
e or
twic
e
Filin
g a
nd re
trie
ving
d
ocu
men
ts
Pro
duc
ing
d
ocu
men
ts u
sing
IT
Pho
toco
pyi
ng
and
co
llatin
g
do
cum
ents
Co
llect
ing
, so
rtin
g
and
dis
trib
utin
g
mai
l
Prep
arin
g o
utg
oin
g
mai
l
Rec
eivi
ng v
isito
rs
6© Pearson Education Ltd 2010. Copying permitted for purchasing institution only. This material is not copyright free.
BTEC Entry 3/Level 1Business Administration
Wee
kLe
arni
ng
out
com
es
Tuto
r ac
tivi
tyLe
arne
r ac
tivi
tyR
eso
urce
sA
sses
smen
t cr
iter
ia a
nd
Func
tio
nal s
kills
5LO
2: B
e ab
le
to fo
llow
in
stru
ctio
ns
to c
arry
out
ad
min
istr
ativ
e ta
sks
Intr
od
uce:
SB A
ctiv
ity: I
nstr
uctio
n la
dd
er p
age
12
SB C
ase
stud
y: M
alek
’s M
oto
rs p
age
13 a
nd S
B
Act
ivity
: Pai
red
dis
cuss
ion
pag
e 13
SB C
ase
stud
y: M
alek
’s M
otor
s, S
B A
ctiv
ity:
Indi
vidu
al a
ctiv
ity p
age
14
and
SB A
ctiv
ity: Y
ou a
re th
e ad
min
istr
ator
pag
e 15
Take
par
t in
who
le-c
lass
act
ivity
to
hel
p
lear
ners
imp
rove
list
enin
g s
kills
Wo
rk w
ith t
he c
ase
stud
y an
d t
ake
par
t in
g
roup
or
pai
red
dis
cuss
ion:
SB
Cas
e st
udy:
M
alek
’s M
oto
rs a
nd S
B A
ctiv
ity: P
aire
d
dis
cuss
ion
pag
e 13
Wo
rk w
ith t
he c
ase
stud
y –
this
is a
n in
div
idua
l tas
k: S
B C
ase
stud
y: M
alek
’s M
oto
rs p
age
14, S
B A
ctiv
ity: I
ndiv
idua
l ac
tivity
pag
e 14
and
SB
Act
ivity
: Yo
u ar
e th
e ad
min
istr
ato
r p
age
15
SB A
ctiv
ity: I
nstr
uctio
n la
dd
er p
age
12
SB C
ase
stud
y: M
alek
’s M
oto
rs a
nd
SB A
ctiv
ity: P
aire
d d
iscu
ssio
n p
age
13
SB C
ase
stud
y: M
alek
’s M
oto
rs, S
B
Act
ivity
: Ind
ivid
ual a
ctiv
ity p
age
14 a
nd S
B A
ctiv
ity: Y
ou
are
the
adm
inis
trat
or
pag
e 15
2.1
Che
ck u
nder
stan
din
g
of i
nstr
uctio
ns a
nd a
sk
for
clar
ifica
tion
whe
re
nece
ssar
y
6LO
2Tu
tor
to in
tro
duc
e b
est
pra
ctic
e in
rela
tion
to
follo
win
g in
stru
ctio
ns b
y fa
cilit
atin
g a
dis
cuss
ion
on
task
-rel
ated
issu
es s
uch
as:
Why
do
we
have
dea
dlin
es?
Why
sho
uld
we
liste
n to
in
stru
ctio
ns?
Why
sho
uld
we
ask
que
stio
ns if
we
are
unsu
re?
Ho
w c
an w
e sh
ow
tha
t w
e ha
ve u
nder
sto
od
?
Onc
e a
task
is fi
nish
ed, w
ho
sho
uld
we
tell?
Gro
up d
iscu
ssio
n in
pre
par
atio
n fo
r ac
tivity
b
elo
w
Lear
ners
sho
uld
be
split
into
sm
all g
roup
s an
d a
sked
to
pre
par
e a
sho
rt P
ow
erPo
int®
p
rese
ntat
ion
that
pro
vid
es s
imp
le a
nsw
ers
to e
ach
of t
he q
uest
ions
Feed
bac
k to
who
le g
roup
Whi
teb
oar
d o
r A
ctiv
Bo
ard
with
the
q
uest
ions
sho
win
g o
n sc
reen
Co
mp
uter
and
the
Inte
rnet
(in
case
le
arne
rs n
eed
to
acc
ess
it to
sup
po
rt
thei
r d
iscu
ssio
n)
Co
mp
uter
s an
d s
oft
war
e to
cre
ate
the
pre
sent
atio
n sl
ides
2.2
Follo
w in
stru
ctio
ns t
o
com
ple
te a
lim
ited
ran
ge
of a
dm
inis
trat
ive
task
s ac
cura
tely
FS: E
nglis
h –
taki
ng p
art
in
dis
cuss
ions
FS: I
CT
– w
hen
carr
ying
o
ut In
tern
et re
sear
ch a
nd
pre
par
ing
pre
sent
atio
n sl
ides
7© Pearson Education Ltd 2010. Copying permitted for purchasing institution only. This material is not copyright free.
Unit 5 Working in business and administration
7© Pearson Education Ltd 2010. Copying permitted for purchasing institution only. This material is not copyright free.
Wee
kLe
arni
ng
out
com
es
Tuto
r ac
tivi
tyLe
arne
r ac
tivi
tyR
eso
urce
sA
sses
smen
t cr
iter
ia a
nd
Func
tio
nal s
kills
7LO
2Tu
tor
to in
tro
duc
e b
est
pra
ctic
e in
rela
tion
to
carr
ying
out
tas
ks b
y fa
cilit
atin
g a
dis
cuss
ion
on
task
-rel
ated
issu
es s
uch
as:
Why
is it
imp
ort
ant
to fo
llow
in
stru
ctio
ns?
Why
sho
uld
we
chec
k th
at
our
wo
rk is
acc
urat
e?
Why
sho
uld
we
chec
k th
at
inst
ruct
ions
hav
e b
een
follo
wed
co
rrec
tly?
Gro
up d
iscu
ssio
n in
pre
par
atio
n fo
r ac
tivity
b
elo
w
Lear
ners
sho
uld
be
split
into
the
sam
e sm
all g
roup
s as
tho
se in
the
pre
vio
us w
eek
and
the
y sh
oul
d b
e as
ked
to
ad
d s
om
e ad
diti
ona
l slid
es t
o t
he p
rese
ntat
ion
to
pro
vid
e si
mp
le a
nsw
ers
to e
ach
of t
he
que
stio
ns
Feed
bac
k to
who
le g
roup
Whi
teb
oar
d o
r A
ctiv
Bo
ard
with
the
q
uest
ions
sho
win
g o
n sc
reen
Co
mp
uter
and
the
Inte
rnet
(in
case
le
arne
rs n
eed
to
acc
ess
it to
sup
po
rt
thei
r d
iscu
ssio
n)
Co
mp
uter
s an
d s
oft
war
e to
cre
ate
the
pre
sent
atio
n sl
ides
2.2
Follo
w in
stru
ctio
ns t
o
com
ple
te a
lim
ited
ran
ge
of a
dm
inis
trat
ive
task
s ac
cura
tely
FS: E
nglis
h –
taki
ng p
art
in
dis
cuss
ions
FS: I
CT
– w
hen
carr
ying
o
ut In
tern
et re
sear
ch a
nd
pre
par
ing
pre
sent
atio
n sl
ides
8–9
LO2
Dur
ing
wee
ks 8
, 9 a
nd
10 th
e tu
tor w
ill s
upp
ort
asse
ssm
ent.
This
will
mea
n th
at th
e le
arne
r will
be
carr
ying
out
two
of th
e fo
ur
req
uire
d ta
sks
in w
eeks
8 a
nd
9, w
ith w
eek
10 u
sed
as
an
opp
ortu
nity
to m
op u
p a
ny
outs
tand
ing
con
trib
utio
ns
The
tuto
r sh
oul
d p
rep
are
all s
even
po
ssib
le t
asks
and
th
e le
arne
r ca
n ch
oo
se fo
ur
Take
par
t in
tw
o a
dm
inis
trat
ive
task
s, a
s d
efine
d b
y th
e as
sess
men
tR
eso
urce
s as
defi
ned
by
the
asse
ssm
ent
Co
pie
s o
f the
Ass
essm
ent
grid
(see
w
eek
4)
2.1
Che
ck u
nder
stan
din
g
of i
nstr
uctio
ns a
nd a
sk
for
clar
ifica
tion
whe
re
nece
ssar
y
2.2
Follo
w in
stru
ctio
ns t
o
com
ple
te a
lim
ited
ran
ge
of a
dm
inis
trat
ive
task
s ac
cura
tely
FS: a
ran
ge
as e
ach
task
is
co
mp
lete
d (a
s sh
ow
n in
p
revi
ous
wee
ks)
10LO
2Th
is fi
nal w
eek
sho
uld
b
e us
ed t
o e
nsur
e th
at
asse
ssm
ent
has
bee
n su
cces
sful
ly c
om
ple
ted
Take
par
t in
any
out
stan
din
g t
asks
and
co
mp
lete
po
rtfo
lioR
eso
urce
s as
defi
ned
by
the
asse
ssm
ent
Co
pie
s o
f the
Ass
essm
ent
grid
(see
w
eek
4)
2.1
Che
ck u
nder
stan
din
g
of i
nstr
uctio
ns a
nd a
sk
for
clar
ifica
tion
whe
re
nece
ssar
y
2.2
Follo
w in
stru
ctio
ns t
o
com
ple
te a
lim
ited
ran
ge
of a
dm
inis
trat
ive
task
s ac
cura
tely
FS: a
ran
ge
as e
ach
task
is
co
mp
lete
d (a
s sh
ow
n in
p
revi
ous
wee
ks)
8© Pearson Education Ltd 2010. Copying permitted for purchasing institution only. This material is not copyright free.
BTEC Entry 3/Level 1Business Administration
Delivery guidanceThis is a highly practical unit which should be related to real situations where possible. If the learner is able to have work experience, much of the evidence for this unit will occur as a natural result of such activities.
Assessment will also be largely practical, with witness statements and/or videos forming a large part of the evidence.
The role of an administrator and Administrative tasks
At Entry Level 3, learners should explore a range of typical administrative tasks and these, where possible, should be linked to real examples. It would be ideal if learners could visit an office and observe a range of administrative activities being undertaken. Similarly, a speaker could be brought in from a local organisation to talk about the types of routine administrative tasks that they do.
There is also an opportunity for role play, particularly with the ‘answering the telephone’ task, as learners could role play a variety of situations (such as handling a customer or client making an appointment, or a customer or client wishing to make a complaint).
• Answering the telephone: http://www.youtube.com/watch?v=wYSrIRqavoM
This video (1 min. 12 sec.) provides some useful guidance on best practice, which could be used to prepare learners for some role play activities. The role play activity could be captured on video, and the learner could then self-critique how they could have handled the call better.
If learners are likely to go on to develop this unit at Level 1 (Unit 14), then the video footage could be retained and revisited as part of the development process.
• Filing and retrieving documents: this particular task is better explained to learners through some sort of simulation. Ideally the tutor should have a drawer in a filing cabinet – or simply a file box if necessary (with suspension files) – where learners will be asked to file documents into an existing system that is organised alphabetically (either all 26 letters, or groups of letters like A to E, F to J, etc.). Similarly a lever-arch file with example invoices organised by date will provide another opportunity to practise this skill.
This resource could also be used to support the assessment activity, although the learner should be working with different scenarios.
• Producing documents using IT, e.g. letters, invoices: for this task there is no requirement for the learners to write the content of the document (e.g. write a letter or prepare an invoice), but learners should be able to use IT software to prepare an appropriate document if the contents have been prescribed/prepared by the tutor, say in handwritten form.
• Photocopying and collating documents: at Entry Level 3, the photocopying task should be relatively straightforward, so there is no need to use some of the more advanced features of a photocopier such as enlargement. A simple collation task could be made up of three or four numbered pages.
• Collecting, sorting and distributing mail: http://www.youtube.com/watch?v=QPBLZ0rdjD8
This video (2 min. 4 sec.) provides an opportunity to introduce learners to some of the tasks that are undertaken in a traditional mailroom setting.
Over the period of the unit, learners could be given the opportunity to manage the organisation’s or department’s mail process for a single mail run.
• Preparing outgoing mail: http://www.youtube.com/watch?v=QPBLZ0rdjD8 learners should be shown a number of different routine tasks such as folding a letter into three to put in an envelope, or folding a letter into three in the right way so that the address shows in a window envelope. Any size of letter and envelope can be used as part of the activity for this topic.
9© Pearson Education Ltd 2010. Copying permitted for purchasing institution only. This material is not copyright free.
Unit 5 Working in business
and administration
In addition to using the right size of envelope, learners should also be able to weigh and price letters and small parcels.
The Royal Mail’s price finder is a useful tool for helping learners to calculate the costs of postage:
http://sg.royalmail.com/portal/rm/PriceFinder?catId=23500532&gear=pricingcalc&campaignid=pricefinder_redirect
The video below is a short demonstration of postage franking machines and how they work (2 min. 14 sec.) and learners should understand what they do, even if they do not see a real one during the course.
http://www.youtube.com/watch?v=H_DEwNpZZd4
Over the period of the unit, learners could be given the opportunity to process the organisation’s external mail and get it ready for posting.
• Receiving visitors: Learners should understand the importance of making a good impression when greeting visitors to an organisation. Again, this is a good opportunity for videoing role play activities so that learners can critique their own performance.
For LO2 learners should show that they are able to follow instructions, check their work and ensure that they arrive at the successful conclusion to the task. As such, although the guidance is separated here, all aspects of this outcome should be assessed together in real situations where possible.
Understanding and following instructions
• Timescales: at this level the timescales are likely to be immediate or at the very most short term: in 30 minutes or ‘by the end of the lesson’. It is unlikely that learners at this level will spend any more time on the completion of an individual administrative task.
• Listening: learners will need to show that they can listen and they should practise listening and remembering as well as listening and taking notes. This is a further opportunity for role play. To demonstrate that they have been listening, the tutor could ask the learner to repeat the instructions back.
• Questioning when unsure: encouraging learners to ask questions when they are unsure will help not only within the context of the unit, but in the classroom as a whole.
• Confirming understanding: to demonstrate that they have understood, the tutor could ask the learner to repeat the instructions back using their own words.
• Who to inform once task is complete: the completion of a task should be signposted to either a tutor or another learner.
Carrying out a task
• Follow instructions: this will require a demonstration that learners can carry out a series of steps correctly within the context of an administrative task to see the task through to completion. This can be practised through a range of exercises before assessment.
• Check for accuracy: learners must check that administrative tasks have been completed accurately. Below are some ways of checking (although this is not an exhaustive list but should serve as examples).
o Answering the phone: check any message taken has all its components (name of caller, date and time of message, message content).
o Filing and retrieving documents: are the documents in the right places in the system?
10© Pearson Education Ltd 2010. Copying permitted for purchasing institution only. This material is not copyright free.
BTEC Entry 3/Level 1Business Administration
o Producing documents using IT, e.g. letters, invoices: are the documents free of typing errors? Are they correctly formatted? Are any calculations correct? Have any letters or invoices been addressed to the right people at the right addresses?
o Photocopying and collating documents: are the pages in collated documents in the right order? Are all the pages there?
o Collecting, sorting and distributing mail: has the mail been correctly sorted so that it can be distributed?
o Preparing outgoing mail: is each document in the right type and size of envelope? Has the letter been correctly stamped with the right value?
o Receiving visitors: did the visitor arrive at the right destination?
• Check instructions have been followed correctly: this will involve comparing the outcome of the activity with the original instructions and checking that all the steps were accurately carried out. For example:
o Answering the phone: was the call answered within three rings? Did the person answering the call sound professional? Was the caller happy with how the call went?
o Filing and retrieving documents: have the right documents been filed? Can they be easily retrieved because they are in the right places?
o Producing documents using IT, e.g. letters, invoices: were the letters or invoices completed correctly? Have they been prepared for posting? Have any copies made been filed or is there at least an electronic record of the document?
o Photocopying and collating documents: have the right number of photocopies been made?
o Collecting, sorting and distributing mail: was the mail collected at the right time and from the right departments? Was internal and external mail correctly separated? Was internal mail then sorted and distributed at the expected times?
o Preparing outgoing mail: was the mail ready in time for collection by the postal service? Did all the mail get processed as required?
o Receiving visitors: was the learner professional in their approach? Did they put the visitor at ease?
To round off the unit, learners could be asked to reflect on their own performance. They could do this by watching the video footage and discussing the witness statements with the tutor.
11© Pearson Education Ltd 2010. Copying permitted for purchasing institution only. This material is not copyright free.
Unit 5 Working in business
and administration
Assessment gridThe following grid will show you the assessment criteria that should be met in this unit against the activities in the Student Book that contribute to the coverage of these assessment criteria. The grid also suggests the types of evidence that you might gather for each criteria.
Assessment criteria Activity in Student Book that helps to prepare learners
Evidence that could be offered Student Book page
1.1 Identify routine administrative tasks
Case study: Malek’s Motors Activity: Group discussion
Activity: Group discussion
SB Activity: How am I doing?SB Activity: Routine tasks
The tutor could provide a table for learners to complete (see Assessment grid in the Scheme of work, Week 4) where learners should have correctly identified at least four tasks and briefly explained what they are.
8 8 9
10
11
2.1 Check understanding of instructions and ask for clarification where necessary
Activity: Instruction ladder
Case study: Malek’s Motors
Activity: Paired discussion
Case study: Malek’s Motors
Activity: Individual activity
The learner must demonstrate that they can accurately carry out four limited administrative tasks from the following list:
Photocopying; Producing documents using IT; Collecting a visitor from reception; Filing and retrieving documents; Answering the phone.
More than one task can be combined in a single activity. For example, the learner could take down a telephone message and then create an electronic copy of the message using IT software. Alternatively, the learner could check that the invoices in a file organised alphabetically are filed correctly (with at least one intentionally misfiled) and then file two or three additional invoices.
Ideally this assessment should be carried out in a realistic simulation. For this part of the assessment the learner should actively check their understanding of instructions, asking for clarification where necessary. Assessment will be formalised through a witness statement based on tutor observations.
12
13
13
14
14
2.2 Follow instructions to complete a limited range of administrative tasks accurately
Activity: You are the administrator
The learner will create a letter that can be used as part of the assessment evidence as a valid administrative task
The learner must demonstrate that they can accurately carry out four limited administrative tasks from the following list:
Photocopying; Producing documents using IT; Collecting a visitor from reception; Filing and retrieving documents; Answering the phone.
Ideally this assessment should be carried out in a realistic simulation. Assessment will be formalised through a witness statement based on tutor observations.
15